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

2011
2012
2013
2014
2015
2016
2017
2018
2019
2020
2021
2022
2023
2024
2025
Financial Era
Governance Era
Trajectory Era
Steady State

Historical Performance

Year Revenue Top Comp Comp % Rev Score Phase Label Outlook Details
2025 Hidden Hidden Unknown
2024 44 Financially Distressed Recovery
2023 37 Fragile Decline Risk
2022 46 Fragile Recovery
2021 43 Fragile Recovery
2020 1.3% 52 Fragile Recovery
2019 7.2% 34 Critical Intervention Needed Recovery
2018 10.9% 32 Critical Intervention Needed Stable Watch
2017 29 Critical Intervention Needed Stable Watch
2016 29 Critical Intervention Needed Stable Watch
2015 32 Critical Intervention Needed Decline Risk
2014 38 Financially Distressed Decline Risk
2013 41 Fragile Recovery
2012 35 Financially Distressed Stable Watch

Officer compensation history

Tax year 2025

Name Title Phone Email Compensation
JAMES ROMO CHAIRMAN
GARY KOVACIC PRESIDENTCEO
CHRISTINE LEE Treasurer
JUDY LIN Secretary
DAVID LEE Vice President
MIKE DANIELSON Vice President
JAMIE LEE Vice President
ALAN WHITMAN Board Member
ANGELA HUI Board Member
ALICE WANG Board Member
MJ FINSTROM Board Member
SARA HO Board Member
BONNY LEE Board Member

Tax year 2023

Name Title Phone Email Compensation
JAMES ROMO CHAIRMAN
GARY KOVACIC PRESIDENTCEO
CHRISTINE LEE Treasurer
JUDY LIN Secretary
DAVID LEE Vice President
MIKE DANIELSON Vice President
JAMIE LEE Vice President
ALAN WHITMAN Board Member
ANGELA HUI Board Member
ALICE WANG Board Member
MJ FINSTROM Board Member
SARA HO Board Member

Tax year 2021

Name Title Phone Email Compensation
JAMES ROMO Chairman
GARY KOVACIC Executive Director
MIKE DANIELSON Board President
ALAN WHITMAN Board Member
DAVID LEE Board President
ALICE WANG Board Member
DAVID VANNASDALL Board Member
CHRISTINE LEE Treasurer
JAMIE LEE Board President
SARA HO Board Member
STEPHEN SOLDO Board Member
FENTON ENG 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 829 other orgs in CA with NTEE prefix A6.

Most-divergent component: program score sits 14 points above the peer median (45 vs. 31).

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.