Steady State
Steady State
Steady State Market Archetype Mechanical Natural
Tier
Priority Review
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
41
Score
Governance
50
Score
Financial
40
Score
Program
30
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
2024 Hidden Hidden Unknown
2023 Hidden Hidden 41 Financially Distressed Recovery
2022 40 Financially Distressed Recovery
2021 37 Financially Distressed Recovery
2020 36 Financially Distressed Recovery
2019 37 Financially Distressed Recovery
2018 21 Critical Intervention Needed Decline Risk
2017 45 Financially Distressed Decline Risk
2016 49 Fragile Stable Watch
2015 49 Fragile Recovery
2014 41 Financially Distressed Recovery
2013 21 Critical Intervention Needed Stable Watch
2012 21 Critical Intervention Needed Stable Watch
2011 21 Critical Intervention Needed Stable Watch

Officer compensation history

Tax year 2025

Name Title Phone Email Compensation
MATT NELSON Board President
JEAN SCOFIELD Board Member
AL RISI Board Member
CHRIS CLARK Board Member
GEORG BISSEN Treasurer
MARLENE BARTOS Board Member
CAROL DUNN Board Member
KEN BRAHMSTEDT Board Member
KERRY SMITH Board Member

Tax year 2023

Name Title Phone Email Compensation
CAROL DUNN NATIONAL PRE
MARLENE BARTOS PAST PRESIDE
JASON MENKES COPILOT
JEAN SCOFIELD Vice President
AL RISI COMMUNICATIO
SAMANTHA BALASSA ADELMAN WEST BOARD R
BETO VARGAS WEST BOARD
CRAIG CANIGLLA EAST COAST B
MATT PHENIX Board President
CHRIS CLARK MIDWEST BOAR
MATT NELSON EAST COAST B
ADRIAN WOMACK EAST COAST B
JEFF ROSNER EAST COAST B
CAROL DUNN Board President
EDWIN COX WEST COAST B
GABE MCDONOUGH WEST COAST B
ANNICK MAYER WEST COAST B
LIZ MYERS WEST COAST B
KERRY SMITH WEST COAST B
CHRIS CLARK MIDWEST
KEN BRAMSTEDT Board Member
STONE IRR WEST COAST I
SHELLEY ALTMAN MOPHONICS
CHRISTINE CALRO HEAVY DUTY M

Tax year 2021

Name Title Phone Email Compensation
GEORG BISSEN NATIONAL PRE
ELAD MARSH 1ST VICE PRE
MARLENE BARTOS PAST PRESIDE
JASON MENKES PAST PRESIDE
JEAN SCOFIELD EAST BOARD
AL RISI COMMUNICATIO
SAMANTHA ADELMAN WEST BOARD R
BETO VARGAS WEST BOARD
CRAIG CANIGLLA EAST COAST B
MATT PHENIX Board President
CHRIS CLARK MIDWEST BOAR
DAVE DELLA SANTA Board Member
MATT NELSON EAST COAST B
ADRIAN WOMACK EAST COAST B
JEFF ROSNER EAST COAST B
CAROL DUNN Board President
EDWIN COX WEST COAST B
GABE MCDONOUGH WEST COAST B
ANNICK MAYER WEST COAST B
LIZ MYERS WEST COAST B
KERRY SMITH WEST COAST B
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
30 / 100
weight 20%
Overall
41 / 100
Priority Review

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

Peer comparison

Compared to 700 other orgs in NY with NTEE prefix A6.

Most-divergent component: financial score sits 9 points above the peer median (40 vs. 31).

5-year trend: Steady State

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

What's driving this score

What would change this score

The two changes that would most improve this score:

  1. Stabilize program expenses or grow earned-income revenue to break the consecutive-deficit pattern (~8 points to financial score).

Improving governance is a board decision. These are the levers.