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
42
Score
Governance
50
Score
Financial
25
Score
Program
60
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 11.8% 42 Financially Distressed Decline Risk
2022 9.4% 44 Financially Distressed Decline Risk
2021 12.4% 44 Financially Distressed Decline Risk
2020 12.1% 46 Financially Distressed Decline Risk
2019 7.2% 50 Financially Distressed Decline Risk
2018 7.6% 50 Financially Distressed Decline Risk
2017 11.6% 52 Fragile Decline Risk
2016 44 Financially Distressed Decline Risk
2015 9.2% 48 Fragile Recovery
2014 6.8% 46 Financially Distressed Decline Risk
2013 1.0% 51 Fragile Decline Risk
2012 8.4% 54 Fragile Recovery
2011 21.0% 43 Fragile Gov Risk

Officer compensation history

Tax year 2025

Name Title Phone Email Compensation
PAUL KRIKAU EXECUTIVE DI
KATHLEEN CANDEE Board President
TERRY DAVIS VICE PRESIDE
PATRICK HANSEN Treasurer
MICHAEL SCHUMACHER Secretary
RON EMANUEL EXECUTIVE ME
AMANDA BAKER Board Member
JIM DEJONG Board Member
KATHRYN DREIFUERST Board Member
MARGARET KARIUS Board Member
STEVE MARCH-TORME Board Member
PAT REIHER Board Member
MICHAEL SERGI Board Member
RICHARD WEHNER Board Member
MOLLY HAACK Board Member
MARY MUEHLIUS Board Member

Tax year 2023

Name Title Phone Email Compensation
SHANNON KUPFER EXECUTIVE DI 9.6% of Rev
MARCUS BUTTS Board Member
KATHLEEN CANDEE Board Member
DWAYNE CLARK Board Member
TERRY DAVIS Board Member
KATHERINE DIEDERICH Treasurer
RON EMANUEL Board President
LAURA LAVEY Board Member
MICHAEL LEB Board Member
STEVE MARCH-TORME Board Member
KELLY NORTON Secretary
MICHAEL SERGI Board Member
ERIC STONE VICE PRESIDE
JULIANE TROICKI Board Member
JULIE WALBER Board Member
RICHARD WEHNER Board Member

Tax year 2021

Name Title Phone Email Compensation
JACQUELINE CORSI Executive Director 12.6% of Rev
TERRY DAVIS Board Member
KATHERINE DIEDERICH Treasurer
RON EMANUEL Board President
LAURA LAVEY Board Member
MICHAEL LEB Board Member
THOMAS MONIZ Board Member
KELLY NORTON Board Member
LACEY SADOFF Secretary
ERIC STONE VICE PRESIDE
JULIANE TROICKI Board Member
RICHARD WEHNER 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
25 / 100
weight 40%
Governance risk
50 / 100
weight 40%
Program scale
60 / 100
weight 20%
Overall
42 / 100
Priority Review

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

Peer comparison

Compared to 103 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.

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.