Steady State
Steady State
Steady State Market Archetype Mechanical Natural
Tier
Developing
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
50
Score
Governance
55
Score
Financial
40
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 Hidden Hidden 8.8% 50 Fragile Decline Risk
2022 5.2% 54 Fragile Recovery
2021 Hidden Hidden 9.7% 50 Fragile Decline Risk
2020 7.5% 54 Fragile Recovery
2019 10.9% 48 Fragile Decline Risk
2018 8.1% 54 Fragile Stable Watch
2017 6.7% 54 Fragile Recovery
2016 13.6% 38 Financially Distressed Decline Risk
2015 9.0% 50 Financially Distressed Decline Risk
2014 15.5% 40 Critical Intervention Needed Decline Risk
2013 10.8% 43 Fragile Decline Risk
2012 13.4% 48 Fragile Decline Risk
2011 7.7% 54 Fragile Stable Watch

Officer compensation history

Tax year 2025

Name Title Phone Email Compensation
CHRIS COOK Executive Director 8.1% of Rev
AARON SHADDY Board Member
RODRIGO VALENZUELA Board Member
TODD SIMON Board President
TOM SIMMS Board President
CHRIS RUSSELL Treasurer
MARCIA KERRIGAN Secretary
ARUN AGARWAL Board Member
BRIAN BARTELS Board Member
LILI CHENG Board Member
ROBERT DUNCAN Board Member
MARCUS FISCHER Board Member
DEVIN FOX Board Member
NANCY FRIEDMANN-SANCHEZ Board Member
EMILIANO LERDA Board Member
LEE EMMA RUNNING Board Member
POLINA SCHLOTT Board Member
JOAQUIN SEGURA Board Member

Tax year 2023

Name Title Phone Email Compensation
CHRIS COOK Executive Director 7.3% of Rev
VICTORIA MACLIN MD Board President
RICHARD VIERK Board President
TODD SIMON Board President
MICHAEL J SMITH II Treasurer
DEANNA VIARS BOSSELMAN Secretary
ARUN AGARWAL Board Member
THOMAS SIMMS Board Member
LILI CHENG Board Member
ROBERT DUNCAN Board Member
NANCY FRIEDEMANN-SANCHEZ Board Member
JEFF GORDMAN Board Member
LAWRENCE JAMES Board Member
MARY MATTINGLY Board Member
GIGI O'HARA Board Member
KAMBUI OLUJIMI Board Member
JOAQUIN SEGURA Board Member
RODRIGO VALENZUELA Board Member
WATIE WHITE Board Member
LARRY LUNDQUIST Board Member
LEE EMA RUNNING Board Member
CHRIS RUSSELL Board Member
POLINA SCHLOTT Board Member

Tax year 2021

Name Title Phone Email Compensation
CHRIS COOK Executive Director 7.8% of Rev
AILEEN TOBIN Board Member 4.6% of Rev
VICTORIA MACLIN MD Board President
RICHARD VIERK Board President
TODD SIMON Board President
MICHAEL J SMITH II Treasurer
ALEXANDRA GRANT Secretary
ARUN AGARWAL Board Member
DEANNA VIARS BOSSELMAN Board Member
LILI CHENG Board Member
ROBERT DUNCAN Board Member
NANCY FRIEDEMANN-SANCHEZ Board Member
JEFF GORDMAN Board Member
LAWRENCE JAMES Board Member
EMILIANO LERDA Board Member
MARY MATTINGLY Board Member
GIGI O'HARA Board Member
KAMBUI OLUJIMI Board Member
TYLER OWEN Board Member
GREG SCHNACKEL Board Member
PAUL SMITH Board Member
RODRIGO VALENZUELA Board Member
WATIE WHITE 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
40 / 100
weight 40%
Governance risk
55 / 100
weight 40%
Program scale
60 / 100
weight 20%
Overall
50 / 100
Developing

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

Peer comparison

Compared to 5 other orgs in NE with NTEE prefix A9.

Most-divergent component: financial score sits 20 points below the peer median (40 vs. 60).

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.