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
27
Score
Governance
50
Score
Financial
20
Score
Program
5
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 27 Critical Intervention Needed Decline Risk
2022 32 Critical Intervention Needed Decline Risk
2021 31 Critical Intervention Needed Decline Risk
2020 36 Financially Distressed Decline Risk
2019 33 Critical Intervention Needed Decline Risk
2018 43 Fragile Decline Risk
2017 43 Fragile Decline Risk
2016 35 Financially Distressed Decline Risk
2015 1.7% 50 Fragile Decline Risk
2014 7.8% 43 Fragile Decline Risk
2013 15.4% 43 Fragile Decline Risk
2012 13.2% 45 Fragile Recovery
2011 16.4% 43 Fragile Recovery
2010 46 Fragile Stable Watch

Officer compensation history

Tax year 2025

Name Title Phone Email Compensation
Douglas Mitchell Treasurer
Elaine Wertheim Board Member
Jane Delano Board Member
David Shumway Secretary
Georgia Connell Board Member
Jon Delano Board President
Susan Henry Board Member
Geoff Hurd Board Member
Jay Patrick Board Member
Graham Fandrei Board Member

Tax year 2023

Name Title Phone Email Compensation
Douglas Mitchell Treasurer
Elaine Wertheim Board Member
Jane Delano Board Member
David Shumway Secretary
Georgia Connell Board Member
Jon Delano Board President
Susan Henry Board Member
Geoff Hurd Board Member

Tax year 2021

Name Title Phone Email Compensation
Alan Trivilino Treasurer
Elaine Wertheim Secretary
Jane Delano Board Member
Mary Jo Meenen Board Member
David Shumway Board Member
Jon Delano Board President
Officer contact details, exact compensation figures, and active litigation are available to verified members.
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Score breakdown

Score breakdown

Financial resilience
20 / 100
weight 40%
Governance risk
50 / 100
weight 40%
Program scale
5 / 100
weight 20%
Overall
27 / 100
Priority Review

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

Peer comparison

Compared to 295 other orgs in PA with NTEE prefix A6.

Most-divergent component: program score sits 27 points below the peer median (5 vs. 32).

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. Build cash reserves to at least 3 months of operating expenses — moves financial resilience score meaningfully (~10 points).

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