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
60
Score
Governance
50
Score
Financial
90
Score
Program
15
Score

Institutional Epochs

2011
2012
2013
2014
2015
2016
2017
2018
2019
2020
2021
2022
2023
2024
2025
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 — 60 Stable Stable Watch
2023 — — — 47 Fragile Stable Watch
2022 — — — 48 Fragile Recovery
2021 — — — 44 Fragile Decline Risk
2020 — — — 50 Fragile Recovery
2019 — — — 45 Fragile Decline Risk
2018 — — — 51 Fragile Recovery
2017 — — — 43 Fragile Recovery
2016 — — — 27 Critical Intervention Needed Stable Watch
2015 — — — 25 Critical Intervention Needed Recovery
2014 — — — 21 Critical Intervention Needed Stable Watch
2013 — — — 21 Critical Intervention Needed Decline Risk
2012 — — — 29 Critical Intervention Needed Stable Watch

Officer compensation history

Tax year 2025

Name Title Phone Email Compensation
FRANKLIN GARNER Board President —
JANET E LOCKYER Secretary —
PAM FUGELSO Board Member —
PAGE BOYCE Board Member —
JAMES BYRNE Board Member —
JOANNE CARRICO Board Member —
JOSEPH FISHER Board Member —
APRIL GARTHWAITE Board Member —
BETSY HONEYCUTT Treasurer —
AMY KELLEN VICE PRESIDE —
DEACON PRIMOSCH Board Member —
JUDY MCNAMIRE Board Member —
HEIDI MERCADO-LITTLES Board Member —
RENATE PURDY Board Member —
JEAN ZIMMERMAN Board Member —

Tax year 2023

Name Title Phone Email Compensation
ANN BAKER HORSEY Board President —
FRANKLIN GARNER VICE PRESIDE —
JANET E LOCKYER Secretary —
RICHARD SATTER Treasurer —
PAGE BOYCE Board Member —
JAMES BYRNE Board Member —
JOANNE CARRICO Board Member —
JOSEPH FISHER Board Member —
JANE GRUDZINA Board Member —
BETSY HONEYCUTT Board Member —
AMY KELLEN Board Member —
NANCY JO LAMBERTSON Board Member —
JUDY MCNAMIRE Board Member —
HEIDI MERCADO-LITTLES Board Member —
RENATE PURDY Board Member —

Tax year 2022

Name Title Phone Email Compensation
ANN BAKER HORSEY Board President —
NANCY JO LAMBERTSON VICE PRESIDE —
JANET E LOCKYER Secretary —
RICHARD SATTER Treasurer —
PAGE BOYCE Board Member —
JAMES BYRNE Board Member —
JOANNE CARRICO Board Member —
FRANKLIN GARNER Board Member —
APRIL GARTHWAITE DYC REPRESEN —
KRISTA LIEBMANN Board Member —
JUDY MCNAMIRE Board Member —
HEIDI MERCADO-LITTLE Board Member —
KATHARINE MURPHY Board Member —
RENATE PURDY Board Member —

Tax year 2021

Name Title Phone Email Compensation
ANN BAKER HORSEY Board President —
NANCY JO LAMBERTSON VICE PRESIDE —
JANET E LOCKYER Secretary —
RICHARD SATTER Treasurer —
JAMES BYRNE Board Member —
JOANNE CARRICO Board Member —
FRANKLIN GARNER Board Member —
APRIL GARTHWAITE DYC REPRESEN —
JUDY KEENAN Board Member —
KIMBERLEY KOCHMAN Board Member —
KATHARINE MCFADDEN Board Member —
KATHARINE MURPHY Board Member —
RENATE PURDY 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
90 / 100
weight 40%
Governance risk
50 / 100
weight 40%
Program scale
15 / 100
weight 20%
Overall
60 / 100
Stable

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

Peer comparison

Compared to 39 other orgs in DE with NTEE prefix A6.

Most-divergent component: financial score sits 37 points above the peer median (90 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

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.