Endowment Ossification
What does this mean?
Massive asset accumulation over 10 years, but Program Score drops. The organization has functionally become a hedge fund hoarding capital rather than deploying it for public benefit.
The Path Forward
The River
Breaks the psychological hoarding of capital. It mandates a minimum annual drawdown from reserves to fund bold, new initiatives, turning a stagnant pond back into a living ecosystem.
Title
Representative Institutions
Institutional Epochs
Historical Performance
| Year | Revenue | Top Comp | Comp % Rev | Score | Phase Label | Outlook | Details |
|---|---|---|---|---|---|---|---|
| 2022 | — | — | — | 59 | Fragile | Stable Watch | |
| 2021 | — | — | — | 62 | Stable | Stable Watch | |
| 2020 | — | — | — | 60 | Fragile | Recovery | |
| 2019 | — | — | — | 47 | Fragile | Decline Risk | |
| 2018 | — | — | — | 55 | Fragile | Recovery | |
| 2017 | — | — | — | 33 | Critical Intervention Needed | Decline Risk | |
| 2016 | — | — | — | 43 | Fragile | Recovery | |
| 2015 | — | — | — | 35 | Critical Intervention Needed | Recovery | |
| 2014 | — | — | — | 31 | Critical Intervention Needed | Recovery | |
| 2013 | — | — | — | 25 | Critical Intervention Needed | Recovery | |
| 2012 | — | — | — | 19 | Critical Intervention Needed | Stable Watch |
Officer compensation history
Tax year 2022
| Name | Title | Phone | Compensation | |
|---|---|---|---|---|
| JOYCE AIMEE | Board President | — | ||
| EDWARD M LEE JR | Treasurer | — |
Tax year 2021
| Name | Title | Phone | Compensation | |
|---|---|---|---|---|
| JOYCE AIMEE | Board President | — | ||
| DAVID TITCHNELL | Treasurer | — | ||
| EDWARD M LEE JR | Board Member | — |
Score breakdown
The three components combine into a single 0–100 score weighted as shown. Full methodology →
Peer comparison
Compared to 830 other orgs in CA with NTEE prefix A6.
Most-divergent component: financial score sits 67 points above the peer median (100 vs. 33).
5-year trend: Endowment Ossification
Massive asset accumulation over 10 years, but Program Score drops. The organization has functionally become a hedge fund hoarding capital rather than deploying it for public benefit.
Overall score has gone from 55 → 59 over 5 years (improving by 4 points).
What's driving this score
- All-volunteer org with no paid officers — governance signal is neutral (default 50), not absent.
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.