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
44
Score
Governance
50
Score
Financial
30
Score
Program
45
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 44 Financially Distressed Decline Risk
2022 44 Financially Distressed Decline Risk
2021 42 Financially Distressed Decline Risk
2020 48 Fragile Decline Risk
2019 52 Fragile Recovery
2018 45 Fragile Stable Watch
2017 45 Fragile Stable Watch
2016 49 Fragile Decline Risk
2015 56 Fragile Recovery
2014 45 Fragile Stable Watch
2013 49 Fragile Recovery
2012 45 Fragile Decline Risk
2011 50 Fragile Stable Watch

Officer compensation history

Tax year 2025

Name Title Phone Email Compensation
Mitch Gershenfeld Ex-Officio Executive Director 237.4% of Rev
Robert McConnaughey Board President 112.8% of Rev
Brian Harnik Board Member
Jerry Mathews Chairman
Michael Schreter Board Member
Robert Archer Treasurer
Ron Gregoire Board Member
Jim Hamm Secretary
Frank Gaeta Board Member

Tax year 2023

Name Title Phone Email Compensation
MITCH GERSHENFELD EX OFFICIO Executive Director 186.9% of Rev
JAMES GRANT Executive Director 161.9% of Rev
ROBERT MCCONNAUGHEY Board President 99.5% of Rev
ROBERT MCCONNAUGHEY Board President 76.8% of Rev
Jerome Mathews Chairman
THOMAS METZ Board Member
James P Hamm Secretary
Robert Archer Treasurer
RONALD GREGOIRE Board Member
FRANK GAETA Board Member
MICHAEL SCHRETER Board Member
BRIAN HARNIK Secretary
Jerome Mathews Chairman
THOMAS METZ Board Member
James P Hamm Board Member
Robert Archer Board Member
RONALD GREGOIRE Board Member
FRANK GAETA Board Member
MICHAEL SCHRETER Board Member
BRIAN HARNIK Secretary

Tax year 2022

Name Title Phone Email Compensation
JAMES GRANT Executive Director 72.8% of Rev
THOMAS METZ Board Member
James P Hamm Secretary
Robert Archer Treasurer
RONALD GREGOIRE Board Member
FRANK GAETA Board Member
BRIAN HARNIK Board Member
Jerome Mathews Chairman

Tax year 2021

Name Title Phone Email Compensation
Mitchell E Gershenfeld Board President 197.3% of Rev
JAMES GRANT Executive Director 11.9% of Rev
Jerome Mathews Chairman
THOMAS METZ Board Member
James P Hamm Secretary
Robert Archer Treasurer
RONALD GREGOIRE Board Member
FRANK GAETA Board Member
BRIAN HARNIK 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
30 / 100
weight 40%
Governance risk
50 / 100
weight 40%
Program scale
45 / 100
weight 20%
Overall
44 / 100
Priority Review

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

Peer comparison

Compared to 46 other orgs in CA with NTEE prefix A1.

Most-divergent component: program score sits 15 points above the peer median (45 vs. 30).

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.