Steady State
Steady State
Steady State Market Archetype Mechanical Natural
Tier
Stable
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
53
Score
Governance
50
Score
Financial
60
Score
Program
45
Score

Institutional Epochs

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 — — — 53 Fragile Recovery
2022 — — — 55 Fragile Stable Watch
2021 — — — 55 Fragile Recovery
2020 — — — 48 Fragile Recovery
2019 — — — 52 Fragile Recovery
2018 — — — 33 Critical Intervention Needed Decline Risk
2017 — — — 52 Fragile Recovery
2016 — — — 45 Fragile Recovery
2015 — — — 47 Fragile Recovery
2014 — — — 31 Critical Intervention Needed Stable Watch

Officer compensation history

Tax year 2025

Name Title Phone Email Compensation
SARA YOUNG Board Member 32.0% of Rev
BRENDA DEVITA Board Member 30.6% of Rev
MARTIN BARRETT Board Member —
FORREST HARTMANN Board Member —
JACK KUSSMAUL Board President —
DALE SMITH Board President —
TERRY HALLER Board Member —
ROBERT ZELLERS Secretary —
SCOTT WATSON Treasurer —
BARBARA SWAN Board Member —
ROBERT KASIETA Board Member —

Tax year 2023

Name Title Phone Email Compensation
SARA YOUNG Board Member 27.6% of Rev
BRENDA DEVITA Board Member 27.0% of Rev
CARRIE VAN HALLGREN Board President 15.2% of Rev
JACK KUSSMAUL Board President —
DALE SMITH Board President —
ROBERT ZELLERS Secretary —
SCOTT WATSON Treasurer —
MARTIN BARRETT Board Member —
ROBERT BIRKHAUSER Board Member —
TERRY HALLER Board Member —
FORREST HARTMANN Board Member —
J MARSHALL OSBORN Board Member —

Tax year 2022

Name Title Phone Email Compensation
BRENDA DEVITA Board Member 26.5% of Rev
CARRIE VAN HALLGREN Board President 25.9% of Rev
DAVID FRANK Board Member —
TERRY HALLER Board Member —
FORREST HARTMANN Board Member —
J MARSHALL OSBORN Board Member —
DALE SMITH Board Member —
JACK KUSSMAUL Board President —
ROBERT ZELLERS Treasurer —
MARTIN BARRETT Board Member —
ROBERT BIRKHAUSER Board Member —

Tax year 2021

Name Title Phone Email Compensation
BRENDA DEVITA Board Member 19.7% of Rev
CARRIE VAN HALLGREN Board President 19.0% of Rev
MARTIN BARRETT Board Member —
ROBERT BIRKHAUSER Board Member —
DAVID FRANK Board Member —
FORREST HARTMANN Board Member —
JACK KUSSMAUL Board Member —
J MARSHALL OSBORN Board Member —
DALE SMITH Board Member —
TERRY HALLER Board President —
ROBERT ZELLERS Treasurer —
Officer contact details, exact compensation figures, and active litigation are available to verified members.
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Score breakdown

Score breakdown

Financial resilience
60 / 100
weight 40%
Governance risk
50 / 100
weight 40%
Program scale
45 / 100
weight 20%
Overall
53 / 100
Stable

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

Peer comparison

Compared to 43 other orgs in WI with NTEE prefix A1.

Most-divergent component: governance score sits 24 points below the peer median (50 vs. 74).

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

No specific high-impact levers identified — this org's score is balanced across components.

Improving governance is a board decision. These are the levers.