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.
Title
Representative Institutions
Institutional Epochs
Historical Performance
| Year | Revenue | Top Comp | Comp % Rev | Score | Phase Label | Outlook | Details |
|---|---|---|---|---|---|---|---|
| 2023 | — | — | 21.0% | 43 | Fragile | Gov Risk | |
| 2022 | — | — | 24.4% | 43 | Fragile | Recovery | |
| 2021 | — | — | 24.3% | 46 | Governance-Stressed | Gov Risk | |
| 2020 | — | — | 22.7% | 46 | Governance-Stressed | Gov Risk | |
| 2019 | — | — | 19.0% | 38 | Critical Intervention Needed | Decline Risk | |
| 2018 | — | — | 9.4% | 46 | Financially Distressed | Decline Risk | |
| 2017 | — | — | 8.8% | 48 | Fragile | Decline Risk | |
| 2016 | — | — | 8.6% | 48 | Fragile | Decline Risk | |
| 2015 | — | — | 9.4% | 49 | Fragile | Gov Risk | |
| 2014 | — | — | 9.8% | 54 | Fragile | Stable Watch | |
| 2013 | — | — | 4.3% | 55 | Fragile | Stable Watch |
Officer compensation history
Tax year 2023
| Name | Title | Phone | Compensation | |
|---|---|---|---|---|
| JAN HENRY | F&O MANAGER | 9.2% of Rev | ||
| DOMINIQUE LUECKE | EXECUTIVE DI | 8.7% of Rev | ||
| EVA MARIE RESTEL | EXECUTIVE DI | 5.7% of Rev | ||
| ERIC ERICKSON | Board President | — | ||
| JENNIFER KLOEHN | PAST PRESIDE | — | ||
| SEAN O'FLAHERTY | Board President | — | ||
| SHAWN HANSON | Treasurer | — | ||
| LU ANN CAGIN | Secretary | — | ||
| GREG BRICKL | Board Member | — | ||
| BILL KOUTSKY | Board Member | — | ||
| JAN BROCK | Board Member | — | ||
| BILL BOSCH | Board Member | — | ||
| LESLEY CHARLTON | Board Member | — | ||
| NAVID KHEZRI | Board Member | — | ||
| ANNETTE MIKAT | Board Member | — | ||
| KATIE POTERUCHA | Board Member | — | ||
| PETE SCHNEIDER | Board Member | — | ||
| CHRIS WALTERS | Board Member | — | ||
| MARY ANN GSCHWIND | BOARD EMERIT | — | ||
| PAT HEIM | BOARD EMERIT | — | ||
| DAVID REEDY | BOARD EMERIT | — | ||
| DICK RECORD | BOARD EMERIT | — |
Tax year 2022
| Name | Title | Phone | Compensation | |
|---|---|---|---|---|
| EVA MARIE RESTEL | EXECUTIVE DI | 10.6% of Rev | ||
| JAN HENRY | F&O MANAGER | 9.2% of Rev | ||
| JENNIFER KLOEHN | Board President | — | ||
| JAY LOKKEN | Board President | — | ||
| SHAWN HANSON | Treasurer | — | ||
| LU ANN CAGIN | Secretary | — | ||
| GREG BRICKL | Board Member | — | ||
| BILL KOUTSKY | Board Member | — | ||
| JAN BROCK | Board Member | — | ||
| BILL BOSCH | Board Member | — | ||
| LESLEY CHARLTON | Board Member | — | ||
| ERIC ERICKSON | Board Member | — | ||
| ILENE KERNOZEK | Board Member | — | ||
| NAVID KHEZRI | Board Member | — | ||
| DOMINIQUE LUECKE | Board Member | — | ||
| ANNETTE MIKAT | Board Member | — | ||
| SEAN O'FLAHERTY | Board Member | — | ||
| KATIE POTERUCHA | Board Member | — | ||
| PETE SCHNEIDER | Board Member | — | ||
| CHRIS WALTERS | Board Member | — | ||
| MARY ANN GSCHWIND | BOARD EMERIT | — | ||
| PAT HEIM | BOARD EMERIT | — | ||
| DAVID REEDY | BOARD EMERIT | — | ||
| DICK RECORD | BOARD EMERIT | — |
Tax year 2021
| Name | Title | Phone | Compensation | |
|---|---|---|---|---|
| JAN HENRY | F&O MANAGER | 9.7% of Rev | ||
| EVA MARIE RESTEL | EXECUTIVE DI | 6.7% of Rev | ||
| TRACY GASKIN | EXECUTIVE DI | 0.8% of Rev | ||
| SEAN O'FLAHERTY | Board Member | — | ||
| KATIE POTERUCHA | Board Member | — | ||
| PETE SCHNEIDER | Board Member | — | ||
| CHRIS WALTERS | Board Member | — | ||
| MARY ANN GSCHWIND | BOARD EMERIT | — | ||
| JENNIFER KLOEHN | Board President | — | ||
| JAY LOKKEN | Board President | — | ||
| SHAWN HANSON | Treasurer | — | ||
| LU CAGIN | Secretary | — | ||
| GREG BRICKL | Board Member | — | ||
| BILL KOUTSKY | Board Member | — | ||
| JAN BROCK | Board Member | — | ||
| LESLEY CHARLTON | Board Member | — | ||
| ERIC ERICSON | Board Member | — | ||
| ILENE KERNOZEK | Board Member | — | ||
| NAVID KHEZRI | Board Member | — | ||
| DOMINIQUE LUECKE | Board Member | — | ||
| ANNETTE MIKAT | Board Member | — |
Score breakdown
The three components combine into a single 0–100 score weighted as shown. Full methodology →
Peer comparison
Compared to 104 other orgs in WI with NTEE prefix A6.
Most-divergent component: program score sits 32 points above the peer median (60 vs. 28).
5-year trend: Steady State
No extreme longitudinal divergence detected. The organization is maintaining its current operational philosophy.
Overall score has gone from 38 → 43 over 5 years (improving by 5 points).
What's driving this score
- Comp-to-revenue ratio of 21.0% sits within the sector's healthy band (18–22%).
What would change this score
The two changes that would most improve this score:
- Separate signing authority from fundraising authority when both are held by one person — removes the concentration penalty (~12 points).
Improving governance is a board decision. These are the levers.