Civic Intelligence

Keystone Therapy and Training Foundation

990 • Fiscal year 2024 • EIN 88-0895983

Jan 01, 2024 to Dec 31, 2024 • Filed on Apr 24, 2025

4415 Sonoma Hwy Suite Ae/FSanta Rosa, CA 95409

(707) 584-1040

Siviq Scores

Precomputed percentiles for this filing year versus similar nonprofits in the same peer cohort.

Liabilities / Assets

65th percentile

0.00x

Tied with the lowest-debt nonprofits in its peer group.

2024 filings • NTEE P99 • <$500k nonprofits • Source year 2024

Liabilities / Revenue

66th percentile

0.00x

Tied with the lowest-debt nonprofits in its peer group.

2024 filings • NTEE P99 • <$500k nonprofits • Source year 2024

Net Margin

89th percentile

58%

Higher net margin than 89% of similar nonprofits.

2024 filings • NTEE P99 • <$500k nonprofits • Source year 2024

Top Officer Pay

86th percentile

$0

Higher top officer pay than 86% of similar nonprofits.

Top officer pay equals 0.0% of source-year revenue.

2024 filings • NTEE P99 • <$500k nonprofits • Source year 2024

Asset Growth

98th percentile

3272%

Faster asset growth than 98% of similar nonprofits.

2024 filings • NTEE P99 • <$500k nonprofits • Annualized from 2023 to 2024

Revenue Growth

21st percentile

-46%

Faster revenue growth than 21% of similar nonprofits.

2024 filings • NTEE P99 • <$500k nonprofits • Annualized from 2023 to 2024

Assets

Up

$71,479

Up $69,359 (+3272%) from 2023

Net Assets

Up

$71,479

Up $69,359 (+3272%) from 2023

Liabilities

Flat

$0

Flat from 2023

Revenue

Down

$120,354

Down $101,716 (-46%) from 2023

Expenses

Down

$50,995

Down $180,005 (-78%) from 2023

Net Income

Up

$69,359

Up $78,289 (+877%) from 2023

Historical Trend

Balance Sheet Trend

The highlighted filing sits inside the broader history for assets, liabilities, and net assets.

$80K$60K$40K$20K$0Assets 2023: $2,120Liabilities 2023: $0Net Assets 2023: $2,1202023Assets 2024: $71,479Liabilities 2024: $0Net Assets 2024: $71,4792024

Highlighted filing

2024

Assets$71,479
Liabilities$0
Net Assets$71,479

Operations Trend

Revenue, expenses, and net income across loaded years, with this filing highlighted.

$300K$200K$100K$0-$100KRevenue 2023: $222,070Expenses 2023: $231,000Net Income 2023: -$8,9302023Revenue 2024: $120,354Expenses 2024: $50,995Net Income 2024: $69,3592024

Highlighted filing

2024

Revenue$120,354
Expenses$50,995
Net Income$69,359
Jump To
Filing Snapshot
Filing Period
Jan 1, 2024 to Dec 31, 2024
Signed
Apr 24, 2025
Return Version
2024v5.0
Gross Receipts
$120,354
Mission and Program Overview

Mission

The keystone therapy lifespan wellness program seeks to improve health outcomes for pregnant people, infants, school-age children, families, adults and the elderly using the whole person model and focusing on underserved populations in sonoma county and other geographic areas, as needs and demands become apparent. With any funding proceeds, keystone is able to increase our capacity to serve the areas of greatest need in four areas of focus. 1 our community family and baby support groups, held in english and spanish, will expand their efforts to assess client health, recommend proper medical care, and coordinate with clients to assure the guardian and child receive appropriate services. 2 our resilience collaborative initiatives will develop local capacity for long-term resilience and prevention of the progression of stress and trauma effects. The resilience collaborative will be able to expand its capacity to deliver mind-body programs in underserved schools and community groups to clo

Balance Sheet Detail
LineBeginningEndChange
Assets
Cash and Non-Interest-Bearing Accounts$1,460$70,819▲ $69,359
Pledges and Grants Receivable$660$660→ $0
Total Assets$2,120$71,479▲ $69,359
Liabilities
Total Liabilities$0$0→ $0
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$2,120$71,479▲ $69,359
Total Net Assets Fund Balance$2,120$71,479▲ $69,359
Total Liabilities and Net Assets / Fund Balance$2,120$71,479▲ $69,359
Compensation and Service Providers

Board Members and Trustees

NameTitle
Erica BosquePresident
Amy LydenBoard Member
Garrett MeansBoard Member
Ryan TerschurnBoard Member
Dominic BosqueTreasurer/se
Revenue and Support

Revenue Composition

Contributions and Grants
$0
Program Service Revenue
$120,354
Investment Income
$0
Other Revenue
$0
Change in Net Assets
$69,359
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$50,995
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Fees for Services Other$50,075--$50,075
Fees for Services Accounting$920--$920
Total Functional Expenses$50,995$0$0$50,995
Fundraising, Events, and Gaming
Fundraising activities
No
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Professional Fundraising Fees$0
Political and Lobbying Activity
Political campaign activity
No
Lobbying activity
No
Subject to proxy tax
No
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Business relationship with 35% controlled entity
No
Business relationship with family members
No
Business relationship with organization members
No
Material changes to governing documents
No
Compensation from other sources disclosed
No
CEO compensation reviewed
No
Other officer compensation reviewed
No
Conflict-of-interest policy
No
Audited financial statements prepared
No
Key decisions subject to board approval
No
Management duties delegated
No

Governance Explanations

Form 990, Page 6, Part VI, Line 11B

No review was or will be conducted.

Form 990, Page 6, Part VI, Line 19

No documents available to the public

Filing and Contact Details

Filer

Filer Name
Keystone Therapy and Training
EIN
88-0895983
Phone
7075841040
Address
4415 SONOMA HWY SUITE AE/F, SANTA ROSA, CA 95409

Signing Officer

Name
Dominic Bosque
Title
Treasurer/secretary
Phone
7075841040
Signed
2025-04-24
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Erica Bosque
Voting Board Members
5
Independent Board Members
5
Employees
0

Preparer

Firm
Tim Mayclin CPA a Prof Corp
Address
101 GOLF COURSE DR STE C-4, ROHNERT PARK, CA 94928-1772
Preparer
Timothy J Mayclin CPA
Phone
7075841040
Supplemental Narrative

Additional Explanations

FORM 990 - ORGANIZATION'S MISSION

The keystone therapy lifespan wellness program seeks to improve health outcomes for pregnant people, infants, school-age children, families, adults and the elderly using the whole person model and focusing on underserved populations in sonoma county and other geographic areas, as needs and demands become apparent. With any funding proceeds, keystone is able to increase our capacity to serve the areas of greatest need in four areas of focus. 1 our community family and baby support groups, held in english and spanish, will expand their efforts to assess client health, recommend proper medical care, and coordinate with clients to assure the guardian and child receive appropriate services. 2 our resilience collaborative initiatives will develop local capacity for long-term resilience and prevention of the progression of stress and trauma effects. The resilience collaborative will be able to expand its capacity to deliver mind-body programs in underserved schools and community groups to close gaps in the delivery of health services in sonoma county. 3 our community mental health and social services teams will increase the number of care providers working within underserved schools and community venues to provide one-on- one services to our populations of focus, providing care plans and follow up services to improve outcomes for individuals facing health and substance abuse challenges. 4 finally, the programs senior support services will expand its team of care coordinators in elder care facilities to organize care plans, provide transportation services and assess mental and behavioral

Form 990, Part IX, Line 11G

Outside services 50,075 0 0

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IRS990/MissionDesc0THE KEYSTONE THERAPY LIFESPAN WELLNESS PROGRAM SEEKS TO IMPROVE HEALTH OUTCOMES FOR PREGNANT PEOPLE, INFANTS, SCHOOL-AGE CHILDREN, FAMILIES, ADULTS AND THE ELDERLY USING THE WHOLE PERSON MODEL AND FOCUSING ON UNDERSERVED POPULATIONS IN SONOMA COUNTY AND OTHER GEOGRAPHIC AREAS, AS NEEDS AND DEMANDS BECOME APPARENT. WITH ANY FUNDING PROCEEDS, KEYSTONE IS ABLE TO INCREASE OUR CAPACITY TO SERVE THE AREAS OF GREATEST NEED IN FOUR AREAS OF FOCUS. 1 OUR COMMUNITY FAMILY AND BABY SUPPORT GROUPS, HELD IN ENGLISH AND SPANISH, WILL EXPAND THEIR EFFORTS TO ASSESS CLIENT HEALTH, RECOMMEND PROPER MEDICAL CARE, AND COORDINATE WITH CLIENTS TO ASSURE THE GUARDIAN AND CHILD RECEIVE APPROPRIATE SERVICES. 2 OUR RESILIENCE COLLABORATIVE INITIATIVES WILL DEVELOP LOCAL CAPACITY FOR LONG-TERM RESILIENCE AND PREVENTION OF THE PROGRESSION OF STRESS AND TRAUMA EFFECTS. THE RESILIENCE COLLABORATIVE WILL BE ABLE TO EXPAND ITS CAPACITY TO DELIVER MIND-BODY PROGRAMS IN UNDERSERVED SCHOOLS AND COMMUNITY GROUPS TO CLO
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IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0THE KEYSTONE THERAPY LIFESPAN WELLNESS PROGRAM SEEKS TO IMPROVE HEALTH OUTCOMES FOR PREGNANT PEOPLE, INFANTS, SCHOOL-AGE CHILDREN, FAMILIES, ADULTS AND THE ELDERLY USING THE WHOLE PERSON MODEL AND FOCUSING ON UNDERSERVED POPULATIONS IN SONOMA COUNTY AND OTHER GEOGRAPHIC AREAS, AS NEEDS AND DEMANDS BECOME APPARENT. WITH ANY FUNDING PROCEEDS, KEYSTONE IS ABLE TO INCREASE OUR CAPACITY TO SERVE THE AREAS OF GREATEST NEED IN FOUR AREAS OF FOCUS. 1 OUR COMMUNITY FAMILY AND BABY SUPPORT GROUPS, HELD IN ENGLISH AND SPANISH, WILL EXPAND THEIR EFFORTS TO ASSESS CLIENT HEALTH, RECOMMEND PROPER MEDICAL CARE, AND COORDINATE WITH CLIENTS TO ASSURE THE GUARDIAN AND CHILD RECEIVE APPROPRIATE SERVICES. 2 OUR RESILIENCE COLLABORATIVE INITIATIVES WILL DEVELOP LOCAL CAPACITY FOR LONG-TERM RESILIENCE AND PREVENTION OF THE PROGRESSION OF STRESS AND TRAUMA EFFECTS. THE RESILIENCE COLLABORATIVE WILL BE ABLE TO EXPAND ITS CAPACITY TO DELIVER MIND-BODY PROGRAMS IN UNDERSERVED SCHOOLS AND COMMUNITY GROUPS TO CLOSE GAPS IN THE DELIVERY OF HEALTH SERVICES IN SONOMA COUNTY. 3 OUR COMMUNITY MENTAL HEALTH AND SOCIAL SERVICES TEAMS WILL INCREASE THE NUMBER OF CARE PROVIDERS WORKING WITHIN UNDERSERVED SCHOOLS AND COMMUNITY VENUES TO PROVIDE ONE-ON- ONE SERVICES TO OUR POPULATIONS OF FOCUS, PROVIDING CARE PLANS AND FOLLOW UP SERVICES TO IMPROVE OUTCOMES FOR INDIVIDUALS FACING HEALTH AND SUBSTANCE ABUSE CHALLENGES. 4 FINALLY, THE PROGRAMS SENIOR SUPPORT SERVICES WILL EXPAND ITS TEAM OF CARE COORDINATORS IN ELDER CARE FACILITIES TO ORGANIZE CARE PLANS, PROVIDE TRANSPORTATION SERVICES AND ASSESS MENTAL AND BEHAVIORAL
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1NO REVIEW WAS OR WILL BE CONDUCTED.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2NO DOCUMENTS AVAILABLE TO THE PUBLIC
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3OUTSIDE SERVICES 50,075 0 0
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990 - ORGANIZATION'S MISSION
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990, PAGE 6, PART VI, LINE 11B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990, PAGE 6, PART VI, LINE 19
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3FORM 990, PART IX, LINE 11G
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