Steady State
Steady State
Market
Archetype
Mechanical
Natural
Tier
Developing
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
Institutional Health Scores
5-yr trend: Steady State ↓
Overall
47
Score
Governance
50
Score
Financial
40
Score
Program
60
Score
Title
-
Institutions
-
Avg Revenue
-
Risk Profile
Representative Institutions
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 |
|---|---|---|---|---|---|---|---|
| 2025 | Hidden | Hidden | — | — | Unknown | — | |
| 2024 | Hidden | Hidden | — | — | Unknown | — | |
| 2023 | Hidden | Hidden | 14.0% | 47 | Fragile | Gov Risk | |
| 2022 | — | — | 8.2% | 52 | Fragile | Gov Risk | |
| 2021 | — | — | 22.2% | 46 | Governance-Stressed | Gov Risk | |
| 2020 | — | — | 40.3% | 38 | Critical Intervention Needed | Gov Risk | |
| 2019 | — | — | 11.1% | 48 | Fragile | Decline Risk | |
| 2018 | — | — | 9.2% | 50 | Fragile | Decline Risk | |
| 2017 | — | — | 6.2% | 54 | Fragile | Recovery | |
| 2016 | — | — | 6.3% | 50 | Fragile | Decline Risk | |
| 2015 | — | — | 6.3% | 54 | Fragile | Stable Watch | |
| 2014 | — | — | 4.3% | 55 | Fragile | Stable Watch | |
| 2013 | — | — | 5.3% | 54 | Fragile | Stable Watch | |
| 2012 | — | — | 5.2% | 54 | Fragile | Stable Watch | |
| 2011 | — | — | 9.4% | 54 | Fragile | Stable Watch |
Officer compensation history
Tax year 2026
| Name | Title | Phone | Compensation | |
|---|---|---|---|---|
| STEVEN F SMITH | Executive Director | 8.2% of Rev | ||
| ANDREA SHACKFORD | Treasurer | 6.4% of Rev | ||
| HAROLD BINGHAM | Board President | — | ||
| CONSTANCE KANE | Board President | — | ||
| KELLYANN NELSON | Secretary | — | ||
| CYNTHIA CROSE | Treasurer | — | ||
| CATHERINE PETERSON | Board Member | — | ||
| JOSEPH FERST | Board Member | — | ||
| ERIN R FREEMAN | Board Member | — | ||
| SHOHEI KOBAYASHI | Board Member | — | ||
| JESS PERRY | Board Member | — | ||
| RICKY DAVIS | Board Member | — | ||
| DAVID YAW | Board Member | — |
Tax year 2025
| Name | Title | Phone | Compensation | |
|---|---|---|---|---|
| STEVEN F SMITH | Executive Director | 7.9% of Rev | ||
| ANDREA SHACKFORD | Treasurer | 6.1% of Rev | ||
| CONSTANCE KANE | Board President | — | ||
| JES PERRY | Secretary | — | ||
| CYNTHIA CROSE | Treasurer | — | ||
| HAROLD BINGHAM | Board President | — | ||
| CATHERINE PETERSON | Board Member | — | ||
| JOSEPH FERST | Board Member | — | ||
| ERIN R FREEMAN | Board Member | — | ||
| SHOHEI KOBAYASHI | Board Member | — | ||
| KELLYANN NELSON | Board Member | — | ||
| RICKY DAVIS | Board Member | — | ||
| DAVID YAW | Board Member | — |
Tax year 2023
| Name | Title | Phone | Compensation | |
|---|---|---|---|---|
| STEVEN F SMITH | Board President | 7.1% of Rev | ||
| ANDREA SHACKFORD | Treasurer | 5.6% of Rev | ||
| HOLLY WOLF | Board President | — | ||
| CONSTANCE KANE | Board President | — | ||
| JES PERRY | Secretary | — | ||
| CYNTHIA CROSE | Treasurer | — | ||
| HAROLD BINGHAM | Board Member | — | ||
| CATHERINE PETERSON | Board Member | — | ||
| JOSEPH FERST | Board Member | — | ||
| ERIN R FREEMAN | Board Member | — | ||
| DOROTHY PHILLIPS | Board Member | — | ||
| J ANDERSON PLUMER | Board Member | — | ||
| CAROL ROBBINS | Board Member | — | ||
| LINDA TUEL | Board Member | — | ||
| DAVID YAW | Board Member | — |
Tax year 2022
| Name | Title | Phone | Compensation | |
|---|---|---|---|---|
| ANDREA SHACKFORD | Treasurer | 8.3% of Rev | ||
| STEVEN F SMITH | Board President | 6.7% of Rev | ||
| HOLLY WOLF | Board President | — | ||
| CONSTANCE KANE | Board President | — | ||
| DOROTHY PHILLIPS | Secretary | — | ||
| CYNTHIA CROSE | Treasurer | — | ||
| HAROLD BINGHAM | Board Member | — | ||
| JOSEPH FERST | Board Member | — | ||
| ERIN R FREEMAN | Board Member | — | ||
| JES PERRY | Board Member | — | ||
| J ANDERSON PLUMER | Board Member | — | ||
| CAROL ROBBINS | Board Member | — | ||
| LINDA TUEL | Board Member | — | ||
| ALISON VAREIKA | Board Member | — | ||
| DAVID YAW | Board Member | — | ||
| CATHERINE PETERSON | Board Member | — |
Tax year 2021
| Name | Title | Phone | Compensation | |
|---|---|---|---|---|
| ANDREA SHACKFORD | Treasurer | 5.7% of Rev | ||
| STEVEN F SMITH | Board President | 2.8% of Rev | ||
| DEBRALEE KENNEDY | Executive Director | 1.5% of Rev | ||
| PETER SARGENT | Board President | — | ||
| HOLLY WOLFF | Board President | — | ||
| DOROTHY PHILLIPS | Secretary | — | ||
| CYNTHIA CROSE | Treasurer | — | ||
| CONSTANCE KANE | Board Member | — | ||
| JOSEPH FERST | Board Member | — | ||
| ERIN R FREEMAN | Board Member | — | ||
| JES PERRY | Board Member | — | ||
| J ANDERSON PLUMER | Board Member | — | ||
| CAROL ROBBINS | Board Member | — | ||
| LINDA TUEL | Board Member | — | ||
| ALISON VAREIKA | Board Member | — | ||
| DAVID YAW | 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
40 / 100
weight 40%
Governance risk
50 / 100
weight 40%
Program scale
60 / 100
weight 20%
Overall
47 / 100
Developing
The three components combine into a single 0–100 score weighted as shown. Full methodology →
Peer comparison
Compared to 376 other orgs in MA with NTEE prefix A6.
Most-divergent component: program score sits 31 points above the peer median (60 vs. 29).
5-year trend: Steady State
No extreme longitudinal divergence detected. The organization is maintaining its current operational philosophy.
What's driving this score
- Comp-to-revenue ratio of 14.0% sits within the sector's healthy band (18–22%).
What would change this score
No specific high-impact levers identified — this org's score is balanced across components.
Improving governance is a board decision. These are the levers.