Institutional Maturation
Institutional Maturation
Market
Archetype
Mechanical
Natural
Tier
Developing
Trajectory Thumbprint
Institutional Maturation
What does this mean?
The gold standard. 10-year slow, steady, concurrent growth across Financial Health, Governance, and Program. Leadership is scaling their oversight and impact in lockstep.
The Path Forward
The Crown
A mandate to lead the sector. It encourages the organization to mentor emerging nonprofits and embark on generational capital projects, leveraging their profound stability.
The Crown
Institutional Health Scores
5-yr trend: Institutional Maturation ↓
Overall
54
Score
Governance
55
Score
Financial
50
Score
Program
60
Score
Title
-
Institutions
-
Avg Revenue
-
Risk Profile
Representative Institutions
Institutional Epochs
2010
2011
2012
2013
2014
2015
2016
2017
2018
2019
2020
2021
2022
2023
2024
2025
Financial Era
Governance Era
Trajectory Era
Institutional Maturation
Historical Performance
| Year | Revenue | Top Comp | Comp % Rev | Score | Phase Label | Outlook | Details |
|---|---|---|---|---|---|---|---|
| 2025 | Hidden | Hidden | — | — | Unknown | — | |
| 2024 | — | — | 9.5% | 54 | Fragile | Recovery | |
| 2023 | — | — | — | 52 | Fragile | Stable Watch | |
| 2022 | — | — | 6.4% | 54 | Fragile | Decline Risk | |
| 2021 | — | — | 4.8% | 59 | Fragile | Recovery | |
| 2020 | — | — | 17.8% | 51 | Fragile | Decline Risk | |
| 2019 | — | — | 7.1% | 58 | Fragile | Recovery | |
| 2018 | — | — | 9.0% | 44 | Financially Distressed | Decline Risk | |
| 2017 | — | — | 9.1% | 58 | Fragile | Recovery | |
| 2016 | — | — | 9.0% | 52 | Fragile | Recovery | |
| 2015 | — | — | 11.7% | 41 | Financially Distressed | Recovery | |
| 2014 | — | — | 11.4% | 41 | Financially Distressed | Decline Risk | |
| 2013 | — | — | 11.8% | 48 | Fragile | Stable Watch | |
| 2012 | — | — | — | 48 | Fragile | Stable Watch | |
| 2011 | — | — | 6.0% | 50 | Fragile | Stable Watch |
Officer compensation history
Tax year 2026
| Name | Title | Phone | Compensation | |
|---|---|---|---|---|
| JULIE PERLIN LEE | Executive Director | 6.4% of Rev | ||
| VICTORIA ZARAGINO GERARD | Board Member | 3.1% of Rev | ||
| EMIL MONDA | Board Member | — | ||
| LITA ALBUQUERQUE | EX-OFFICIO | — | ||
| RICK BALZAR | Board Member | — | ||
| ROBERT CHAPMAN | EX-OFFICIO | — | ||
| BETSY JENKINS | Board Member | — | ||
| GREG MACGILLIVRAY | Board Member | — | ||
| TIARE MEEGAN | Secretary | — | ||
| ROBERT WHALEN | EX-OFFICIO | — | ||
| MIKE JOHNSON | Board Member | — | ||
| SUSAN PICKLE | EX-OFFICIO | — | ||
| WENDY AIRD | Board Member | — | ||
| JOE HANAUER | CHAIRMAN | — | ||
| RICHARD MALCOLM | Board Member | — | ||
| TOM PAPA | Board Member | — | ||
| DAVID BRAFF | Board Member | — | ||
| KATHRYN BURTON GRAY | Board Member | — | ||
| ROY BASS | Board Member | — | ||
| BARBARA DANZ | Board Member | — | ||
| KENNETH KAPLAN | Board Member | — | ||
| CAROLE KIM | Board Member | — | ||
| NICOLE STRATHMAN | Board Member | — | ||
| ELIE WEAVER | Board Member | — | ||
| SUSAN WHITIN | Board Member | — |
Tax year 2023
| Name | Title | Phone | Compensation | |
|---|---|---|---|---|
| JULIE PERLIN LEE | Executive Director | 5.7% of Rev | ||
| EMIL MONDA | Treasurer | — | ||
| ROBERT BRAUN | Secretary | — | ||
| LITA ALBUQUERQUE | Board Member | — | ||
| RICK BALZAR | Board Member | — | ||
| LORI BASSMAN | Board Member | — | ||
| ROBERT CHAPMAN | Board Member | — | ||
| KEITH COLESTOCK | Board Member | — | ||
| BETSY JENKINS | Board Member | — | ||
| GREG MACGILLIVRAY | Board Member | — | ||
| CARLA MEBERG | Board Member | — | ||
| TIARE MEEGAN | Secretary | — | ||
| KAIRA ROUDA | Board Member | — | ||
| KRISTIN SAMUELIAN | Board President | — | ||
| STEVEN SAMUELIAN | Board Member | — | ||
| ELIE WEAVER | Board Member | — | ||
| BOB WHALEN | Board Member | — | ||
| MIKE JOHNSON | Board Member | — | ||
| SUSAN PICKLE | Board Member | — | ||
| WENDY AIRD | Board Member | — | ||
| JOE HANAUER | CHAIRMAN | — | ||
| KEN KAPLAN | Board Member | — | ||
| RICHARD MALCOLM | Board Member | — | ||
| TOM PAPA | Board Member | — |
Tax year 2022
| Name | Title | Phone | Compensation | |
|---|---|---|---|---|
| MALCOLM WARNER | Executive Director | 7.4% of Rev | ||
| PETER SALOMON | BUSINESS MANAGER | 3.5% of Rev | ||
| BERNADETTE CLEMENS | Board Member | 3.3% of Rev | ||
| EMIL MONDA | Treasurer | — | ||
| ROBERT BRAUN | Board Member | — | ||
| LITA ALBUQUERQUE | Board Member | — | ||
| RICK BALZAR | Board Member | — | ||
| LORI BASSMAN | Board Member | — | ||
| ROBERT CHAPMAN | Board Member | — | ||
| KEITH COLESTOCK | Board Member | — | ||
| JANE HANAUER | Secretary | — | ||
| BETSY JENKINS | Board Member | — | ||
| GREG MACGILLIVRAY | Board Member | — | ||
| CARLA MEBERG | Board Member | — | ||
| TIARE MEEGAN | Board Member | — | ||
| KAIRA ROUDA | Board Member | — | ||
| KRISTIN SAMUELIAN | Board Member | — | ||
| STEVEN SAMUELIAN | Board Member | — | ||
| MARNIE WALL | Board Member | — | ||
| ELIE WEAVER | Board Member | — | ||
| BOB WHALEN | Board Member | — | ||
| MIKE JOHNSON | Board Member | — | ||
| SUSAN PICKLE | Board Member | — | ||
| JULIE PERLIN LEE | Executive Director | — |
Tax year 2021
| Name | Title | Phone | Compensation | |
|---|---|---|---|---|
| MALCOLM WARNER | Executive Director | 6.7% of Rev | ||
| LOUIS ROHL | Board President | — | ||
| JOE HANAUER | Board President | — | ||
| EMIL MONDA | Treasurer | — | ||
| ROBERT BRAUN | Board Member | — | ||
| LITA ALBUQUERQUE | Board Member | — | ||
| RICK BALZAR | Board Member | — | ||
| LORI BASSMAN | Board Member | — | ||
| EDWARD BAYUK | Board Member | — | ||
| ROBERT CHAPMAN | Board Member | — | ||
| KEITH COLESTOCK | Board Member | — | ||
| JANE HANAUER | Secretary | — | ||
| BETSY JENKINS | Board Member | — | ||
| GREG MACGILLIVRAY | Board Member | — | ||
| CARLA MEBERG | Board Member | — | ||
| TIARE MEEGAN | Board Member | — | ||
| KAIRA ROUDA | Board Member | — | ||
| KRISTIN SAMUELIAN | Board Member | — | ||
| STEVEN SAMUELIAN | Board Member | — | ||
| MARNIE WALL | Board Member | — | ||
| ELIE WEAVER | Board Member | — | ||
| BOB WHALEN | Board Member | — | ||
| NIKKI BOSWICK | Board Member | — |
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Score breakdown
Score breakdown
Financial resilience
50 / 100
weight 40%
Governance risk
55 / 100
weight 40%
Program scale
60 / 100
weight 20%
Overall
54 / 100
Developing
The three components combine into a single 0–100 score weighted as shown. Full methodology →
Peer comparison
Compared to 43 other orgs in CA with NTEE prefix A5.
Most-divergent component: program score sits 17 points above the peer median (60 vs. 43).
5-year trend: Institutional Maturation
The gold standard. 10-year slow, steady, concurrent growth across Financial Health, Governance, and Program. Leadership is scaling their oversight and impact in lockstep.
What's driving this score
- Comp-to-revenue ratio of 9.5% sits within the sector's healthy band (18–22%).
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.