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 13 other orgs in WI with NTEE prefix A1.

Most-divergent component: program score sits 16 points above the peer median (45 vs. 29).

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.