Institutional Maturation
Institutional Maturation
Institutional Maturation Market Archetype Mechanical Natural
Tier
Developing
Trajectory Thumbprint

Institutional Maturation

What does this mean?

The gold standard. 10-year slow, steady, concurrent growth across Financial Health, Governance, and Program. Leadership is scaling their oversight and impact in lockstep.

The Path Forward

The Crown

A mandate to lead the sector. It encourages the organization to mentor emerging nonprofits and embark on generational capital projects, leveraging their profound stability.

The Crown
The Crown
Institutional Health Scores
5-yr trend: Institutional Maturation
Overall
52
Score
Governance
55
Score
Financial
45
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
Institutional Maturation

Historical Performance

Year Revenue Top Comp Comp % Rev Score Phase Label Outlook Details
2023 9.5% 52 Fragile Recovery
2022 11.0% 50 Fragile Recovery
2021 12.1% 46 Fragile Decline Risk
2020 11.2% 50 Fragile Recovery
2019 9.2% 48 Fragile Decline Risk
2018 9.7% 52 Fragile Recovery
2017 10.6% 46 Fragile Stable Watch
2016 9.2% 48 Fragile Stable Watch
2015 9.6% 48 Fragile Recovery
2014 14.7% 37 Financially Distressed Decline Risk
2013 13.3% 41 Fragile Recovery
2012 11.0% 35 Critical Intervention Needed Stable Watch
2011 14.7% 35 Critical Intervention Needed Stable Watch

Officer compensation history

Tax year 2023

Name Title Phone Email Compensation
QUIANA CLARK-ROLAND Executive Director 8.6% of Rev
KRISTI QUINN Board President
KRIS GEDDIE Board President
TOM BOOTH Treasurer
JIM WALKER Board President
FRANK PEOT Secretary
ALLEN EBERT Board Member
BOB FRAME Board Member
CHAD-ALAN CARR Board Member
EMILY ANDERSON Board Member
MARTHA CHERBINI Board Member
MICHAEL COCHRAN Board Member
SHARON BURUM Board Member
STEVEN BUTLER Board Member
LOU URSONE Board Member
KELLI MCLOUD-SCHINGEN Board Member
BEVIE LORD REGION I REPRESENTATIVE
FRANCES RUOFF REGION II REPRESENTATIVE
DEE BLADOCK REGION III REPRESENTATIVE
LYNN NELSON REGION IVA REPRESENTATIVE
KRISTY MEANOR REGION IVB REPRESENTATIVE
JAMIE ULMER REGION V REPRESENTATIVE
SALLY BARNES REGION VI REPRESENTATIVE
DONNA FISHER REGION VII REPRESENTATIVE
JON DOUGLAS RAKE REGION IX REPRESENTATIVE
DANE WINTERS REGION X REPRESENTATIVE
DORINDA TONER Board Member
KAY ARMSTRONG Board Member
CHRIS HAMBY Board Member
REBECCA FRY Board Member
SCOT MACDONALD Board Member
CHRIS SERFACE Board President
SARA PHOENIX Board President
MICHAEL FOX Treasurer
JUDY ROZEMA Board Member
RON CAMERON-LEWIS Board Member

Tax year 2022

Name Title Phone Email Compensation
QUIANA CLARK-ROLAND Executive Director 7.8% of Rev
ALLEN EBERT Board Member
BEVIE LORD REGION I REPRESENTATIVE
BOB FRAME Board Member
CHAD-ALAN CARR Board Member
CHRIS SERFACE Board President
DANE WINTERS REGION X REPRESENTATIVE
DONNA FISHER REGION VII REPRESENTATIVE
EMILY ANDERSON Board Member
FRANK PEOT Secretary
JIM WALKER Board President
JON DOUGLAS RAKE REGION IX REPRESENTATIVE
JUDY ROZEMA Board Member
KRIS GEDDIE Board Member
KRISTI QUINN Board Member
LYNN NELSON REGION IV REPRESENTATIVE
MARTHA CHERBINI Board Member
MICHAEL COCHRAN Board Member
MICHAEL FOX Treasurer
RON CAMERON-LEWIS Board Member
SALLY BARNES REGION VI REPRESENTATIVE
SARA PHOENIX Board President
SHARON BURUM Board Member
STEVEN BUTLER Board Member
TOM BOOTH Board Member
JAMIE ULMER REGION V REPRESENTATIVE
KRISTY MEANOR REGION IV REPRESENTATIVE
LOU URSONE Board Member
KELLI MCLOUD-SCHINGEN Board Member
FRANCES RUOFF REGION II REPRESENTATIVE STARTING JULY 2021
DENNIS GILMORE DECEASED REGION IX REPRESENTATIVE ENDING JANUARY 2021
CAROLE RIES Board Member
CAROLYN MCCLOSKEY Board Member
RICH GANNON Board Member
LUCINDA LAWRENCE Board Member
CHRISTI THOMAS REGION III REPRESENTATIVE ENDING MAY 2021
JOAN LUTHER REGION II REPRESENTATIVE ENDING JULY 2021

Tax year 2021

Name Title Phone Email Compensation
QUIANA CLARK-ROLAND Executive Director 7.8% of Rev
ALLEN EBERT Board Member
BEVIE LORD REGION I REPRESENTATIVE
BOB FRAME Board Member
CAROLE RIES Board Member
CAROLYN MCCLOSKEY Board Member
CHAD-ALAN CARR Board Member
CHRIS SERFACE Board President
DANE WINTERS REGION X REPRESENTATIVE
DENNIS GILMORE REGION VIII REPRESENTATIVE
DONNA FISHER REGION VII REPRESENTATIVE
EMILY ANDERSON Board Member
FRANK PEOT Secretary
JIM WALKER Board President
JOAN LUTHER REGION II REPRESENTATIVE
JON DOUGLAS RAKE REGION IX REPRESENTATIVE
JUDY ROZEMA Board Member
KRIS GEDDIE Board Member
KRISTI QUINN Board Member
LUCINDA LAWRENCE Board Member
LYNN NELSON REGION IV REPRESENTATIVE
MARTHA CHERBINI Board Member
MICHAEL COCHRAN Board Member
MICHAEL FOX Treasurer
RICH GANNON Board Member
RICK KERBY Board President
RON CAMERON-LEWIS Board Member
SALLY BARNES REGION VI REPRESENTATIVE
SARA PHOENIX Board President
SHARON BURUM Board Member
KRISTI MEANOR REGION IV REPRESENTATIVE
CHRISTI THOMAS REGION III REPRESENTATIVE
STEVEN BUTLER Board Member
TOM BOOTH Board Member
JAMIE ULMER REGION V REPRESENTATIVE
Officer contact details, exact compensation figures, and active litigation are available to verified members.
Request access
Score breakdown

Score breakdown

Financial resilience
45 / 100
weight 40%
Governance risk
55 / 100
weight 40%
Program scale
60 / 100
weight 20%
Overall
52 / 100
Developing

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

Peer comparison

Fewer than 3 peers found in KY for this NTEE subcategory; peer comparison would not be statistically meaningful.

5-year trend: Institutional Maturation

The gold standard. 10-year slow, steady, concurrent growth across Financial Health, Governance, and Program. Leadership is scaling their oversight and impact in lockstep.

Overall score has gone from 48 → 52 over 5 years (improving by 4 points).

What's driving this score

What would change this score

The two changes that would most improve this score:

  1. Stabilize program expenses or grow earned-income revenue to break the consecutive-deficit pattern (~8 points to financial score).

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