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.
Request access
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 24 other orgs in DE with NTEE prefix A6.

Most-divergent component: financial score sits 55 points above the peer median (90 vs. 35).

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.