Steady State
Steady State
Steady State Market Archetype Mechanical Natural
Tier
Stable
Trajectory Thumbprint

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.

The Stewardship
The Stewardship
Institutional Health Scores
5-yr trend: Steady State
Overall
46
Score
Governance
50
Score
Financial
35
Score
Program
60
Score

Institutional Epochs

2010
2011
2012
2013
2014
2015
2016
2017
2018
2019
2020
2021
2022
2023
2024
Financial Era
Governance Era
Trajectory Era
Steady State

Historical Performance

Year Revenue Top Comp Comp % Rev Score Phase Label Outlook Details
2023 46 Financially Distressed Decline Risk
2022 8.2% 48 Financially Distressed Decline Risk
2021 8.7% 48 Financially Distressed Recovery
2020 7.9% 46 Financially Distressed Decline Risk
2019 6.9% 52 Financially Distressed Decline Risk
2018 6.7% 54 Fragile Decline Risk
2017 6.1% 54 Fragile Stable Watch
2016 1.7% 55 Fragile Recovery
2015 6.5% 48 Financially Distressed Decline Risk
2014 7.0% 50 Financially Distressed Recovery
2013 6.7% 48 Financially Distressed Decline Risk
2012 6.2% 54 Fragile Recovery
2011 6.0% 50 Fragile Stable Watch

Officer compensation history

Tax year 2023

Name Title Phone Email Compensation
NORAH DIEDRICH EXECUTIVE DI Hidden
BARBARA SCHOENFELD Board President
ELLIE VOORHES VICE PRESIDE
ELLIOT STULTZ VICE PRESIDE
ELLEN BOWMAN Secretary
BILL BAGWILL Treasurer
ELIZABETH BROOKS Board Member
KIMBERLY CUMMINS Board Member
FRANK GAROFOLO Board Member
JOHN HORTON Board Member
CHARLES A MILLER III Board Member
RUPERT NESBITT Board Member
REBECCA REX Board Member
ERIK SAARMAA Board Member
FRAN SLUTSKY Board Member
WENDY KAGAN Board Member
SUSAN HUNTER PETREE Board Member
BRENDAN O'DONNELL Board Member
DANIELLE OGDEN EXECUTIVE DI

Tax year 2022

Name Title Phone Email Compensation
NORAH DIEDRICH EXECUTIVE DI Hidden
STEVEN RICHTER Board President
BARBARA SCHOENFELD VICE PRESIDE
TERYN WEINTZ VICE PRESIDE
ELLEN BOWMAN Secretary
BILL BAGWILL Treasurer
JOAN ABRAMS Board Member
ANNE BAKER Board Member
REENIE BARROW Board Member
ELIZABETH BROOKS Board Member
KIMBERLY CUMMINS Board Member
PATRICK DOLAT Board Member
FRANK GAROFOLO Board Member
CLEO SMART GEWIRZ Board Member
JOHN HORTON Board Member
TED MATTIS Board Member
CHARLES A MILLER III Board Member
RUPERT NESBITT Board Member
ERIK SAARMAA Board Member
FRAN SLUTSKY Board Member
ELLIE VOORHES Board Member

Tax year 2021

Name Title Phone Email Compensation
NORAH DIEDRICH EXECUTIVE DI Hidden
STEVEN RICHTER Board President
CARL HELMETAG 1ST VICE PRE
REBECCA REX Secretary
JOAN ABRAMAS Board Member
BILL BAGWILL Treasurer
ANNE BAKER Board Member
REENIE BARROW Board Member
ELIZABETH BROOKS Board Member
CHARLES J BURNS Board Member
CLEO SMART GEWIRZ Board Member
TED MATTIS Board Member
CHARLES A MILLER III Board Member
RUPERT NESBITT Board Member
CURT RICHARDSON Board Member
BARBARA SCHOENFELD VICE PRESIDE
TERYN WEINTZ VICE PRESIDE
JOHN HORTON Board Member
Officer contact details, exact compensation figures, and active litigation are available to verified members.
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Score breakdown

Score breakdown

Financial resilience
35 / 100
weight 40%
Governance risk
50 / 100
weight 40%
Program scale
60 / 100
weight 20%
Overall
46 / 100
Stable

The three components combine into a single 0–100 score weighted as shown. Full methodology →

Peer comparison

Fewer than 3 peers found in RI for this NTEE subcategory; peer comparison would not be statistically meaningful.

5-year trend: Steady State

No extreme longitudinal divergence detected. The organization is maintaining its current operational philosophy.

Overall score has gone from 52 → 46 over 5 years (declining by 6 points).

What's driving this score

What would change this score

The two changes that would most improve this score:

  1. 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.