Institutional Maturation
Institutional Maturation
Institutional Maturation Market Archetype Mechanical Natural
Tier
Developing
Trajectory Thumbprint

Institutional Maturation

What does this mean?

The gold standard. 10-year slow, steady, concurrent growth across Financial Health, Governance, and Program. Leadership is scaling their oversight and impact in lockstep.

The Path Forward

The Crown

A mandate to lead the sector. It encourages the organization to mentor emerging nonprofits and embark on generational capital projects, leveraging their profound stability.

The Crown
The Crown
Institutional Health Scores
5-yr trend: Institutional Maturation
Overall
46
Score
Governance
55
Score
Financial
30
Score
Program
60
Score

Institutional Epochs

2011
2012
2013
2014
2015
2016
2017
2018
2019
2020
2021
2022
2023
2024
2025
Financial Era
Governance Era
Trajectory Era
Institutional Maturation

Historical Performance

Year Revenue Top Comp Comp % Rev Score Phase Label Outlook Details
2025 Hidden Hidden Unknown
2024 Hidden Hidden 9.4% 46 Financially Distressed Decline Risk
2023 9.7% 54 Fragile Stable Watch
2022 8.6% 54 Fragile Stable Watch
2021 3.2% 55 Fragile Recovery
2020 11.3% 40 Fragile Decline Risk
2019 10.7% 42 Fragile Recovery
2018 18.6% 39 Fragile Recovery
2017 19.4% 29 Critical Intervention Needed Decline Risk
2016 17.1% 29 Critical Intervention Needed Decline Risk
2015 13.5% 33 Critical Intervention Needed Recovery
2014 16.1% 39 Financially Distressed Decline Risk
2013 12.2% 44 Financially Distressed Decline Risk
2012 12.1% 48 Fragile Stable Watch

Officer compensation history

Tax year 2025

Name Title Phone Email Compensation
RUSSELL JONES Executive Director Hidden
SAM ABERNETHY Board Member
JULIET H FORRESTER-ALEXANDRE Board Member
TOMAS HAENDLER Board Member
JOHN JOVE Board Member
PEGGY KALTER Board Member
WILLIAM LEACH Board Member
KATHERINE MICHELE Board Member
STEVEN C PARRISH Board Member
MARILYN PUDER YORK Board Member
CARL ROSEN Board Member
CAROL SPINNER Board Member
DALE TODARO Board Member
DEBORAH STERN Board Member
STEPHEN SHYN Board Member
MARY JO KRAMER Board Member
ARNOLD RUTKIN Board Member
MARK KREMHELLER Board Member
STEPHEN ALPERT Board President
MICHAEL MAYONE Treasurer
PENNY YOUNG Secretary
THOMAS HERBIG Board President

Tax year 2023

Name Title Phone Email Compensation
RUSSELL JONES Executive Director Hidden
KEITH REYNOLDS Board Member
EMMANUEL SAOUNATSOS Board Member
MARILYN PUDER YORK Board Member
KATHERINE MICHELE Board Member
STEVEN C PARRISH Board Member
CAROL SPINNER Board Member
JACCARA SMITH Board Member
STEVE SHYN Board Member
MARK SMITH Board Member
DALE TODARO Board Member
HELENA YOON Board Member
TOMAS HAENDLER Board Member
DANIEL JOHNSON Board Member
JULIET H FORRESTER-ALEXANDRE Board Member
SAM ABERNETHY Board Member
PHILIP FARESE Board Member
JOHN JOVE Board Member
ALAN MCINTYRE Board Member
WILLIAM LEACH Board Member
DANIEL KOHN Board Member
DR ERIC KUNG Board Member
STEPHEN ALPERT Board President
MICHAEL MAYONE Treasurer
PENNY YOUNG Secretary
THOMAS HERBIG Board President

Tax year 2021

Name Title Phone Email Compensation
RUSSELL JONES Executive Director Hidden
STEVEN C PARRISH Board Member
MARILYN PUDER YORK Board Member
LINDA MANDEL Board Member
KATHERINE MICHELE Board Member
DALE TODARO Board Member
HELENA YOON Board Member
CAROL SPINNER Board Member
KEITH REYNOLDS Board Member
EMMANUEL SAOUNATSOS Board Member
WILLIAM LEACH Board Member
JULIET H FORRESTER Board Member
TOMAS HAENDLER Board Member
PHILIP FARESE Board Member
SAM ABERNETHY Board Member
NICHOLAS SMITH Board Member
DANIEL JOHNSON Board Member
DR ERIC KUNG Board Member
ANA KREACIC Board Member
JOHN JOVE Board Member
DANIEL KOHN Board Member
PENNY YOUNG Secretary
STEPHEN ALPERT Board President
MICHAEL MAYONE Treasurer
ALAN MCINTYRE Board President
Officer contact details, exact compensation figures, and active litigation are available to verified members.
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Score breakdown

Score breakdown

Financial resilience
30 / 100
weight 40%
Governance risk
55 / 100
weight 40%
Program scale
60 / 100
weight 20%
Overall
46 / 100
Developing

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

Peer comparison

Compared to 130 other orgs in CT with NTEE prefix A6.

Most-divergent component: program score sits 32 points above the peer median (60 vs. 28).

5-year trend: Institutional Maturation

The gold standard. 10-year slow, steady, concurrent growth across Financial Health, Governance, and Program. Leadership is scaling their oversight and impact in lockstep.

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.