Steady State
What does this mean?
No extreme longitudinal divergence detected. The organization is maintaining its current operational philosophy.
The Path Forward
The Stewardship
Focuses on long-term sustainability and gentle cultivation of existing resources rather than forced expansion. It honors the organization's established role as a reliable anchor.
Title
Representative Institutions
Institutional Epochs
Historical Performance
| Year | Revenue | Top Comp | Comp % Rev | Score | Phase Label | Outlook | Details |
|---|---|---|---|---|---|---|---|
| 2024 | Hidden | Hidden | — | — | Unknown | — | |
| 2023 | — | — | — | 33 | Critical Intervention Needed | Decline Risk | |
| 2022 | — | — | — | 43 | Financially Distressed | Recovery | |
| 2021 | — | — | 28.8% | 36 | Fragile | Recovery | |
| 2020 | — | — | 35.0% | 26 | Critical Intervention Needed | Decline Risk | |
| 2019 | — | — | 19.7% | 29 | Critical Intervention Needed | Decline Risk | |
| 2018 | — | — | 15.0% | 38 | Financially Distressed | Recovery | |
| 2017 | — | — | 27.4% | 24 | Critical Intervention Needed | Recovery | |
| 2016 | — | — | 30.2% | 23 | Critical Intervention Needed | Gov Risk | |
| 2015 | — | — | 31.7% | 28 | Critical Intervention Needed | Decline Risk | |
| 2014 | — | — | 22.7% | 37 | Fragile | Gov Risk | |
| 2013 | — | — | — | 55 | Fragile | Recovery | |
| 2012 | — | — | — | 47 | Fragile | Decline Risk | |
| 2011 | — | — | — | 55 | Fragile | Recovery | |
| 2010 | — | — | — | 47 | Fragile | Stable Watch |
Officer compensation history
Tax year 2025
| Name | Title | Phone | Compensation | |
|---|---|---|---|---|
| BRIAN KATZ | Board President | — | ||
| LINDA AYRES-FREDERICK | Treasurer | — | ||
| SARAH PHYKITT | Board Member | — | ||
| BRANDY LEGGETT-PETRICKA | Secretary | — |
Tax year 2023
| Name | Title | Phone | Compensation | |
|---|---|---|---|---|
| BRIAN KATZ | Board President | Hidden | ||
| LINDA AYRES-FREDERICK | Treasurer | — | ||
| DAUNIELLE RASMUSSEN | Board Member | — | ||
| SARAH PHYKITT | Board Member | — | ||
| BRANDY LEGGETT-PETRICKA | Board Member | — |
Tax year 2021
| Name | Title | Phone | Compensation | |
|---|---|---|---|---|
| Brian Katz | Artistic Director | Hidden | ||
| Linda Ayres-Frederick | Board Member | — | ||
| Barbara Janney | Board Member | — | ||
| Marsha Katz | Board Member | — | ||
| Mel Katz | Board Member | — | ||
| Brandy Petricka | Board Member | — | ||
| Sarah Phykitt | Board Member | — | ||
| Daunielle Rasmussen | Board Member | — |
Score breakdown
The three components combine into a single 0–100 score weighted as shown. Full methodology →
Peer comparison
Compared to 1,424 other orgs in CA with NTEE prefix A6.
Most-divergent component: financial score sits 23 points below the peer median (30 vs. 53).
5-year trend: Steady State
No extreme longitudinal divergence detected. The organization is maintaining its current operational philosophy.
What's driving this score
- All-volunteer org with no paid officers — governance signal is neutral (default 50), not absent.
- Financial resilience score in the bottom quartile — reserves and liabilities ratios warrant review.
What would change this score
The two changes that would most improve this score:
- Build cash reserves to at least 3 months of operating expenses — moves financial resilience score meaningfully (~10 points).
Improving governance is a board decision. These are the levers.