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
42
Score
Governance
45
Score
Financial
50
Score
Program
45
Score

Institutional Epochs

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 — — 15.4% 42 Governance-Stressed Gov Risk
2023 — — — 49 Fragile Stable Watch
2022 — — 14.0% 49 Fragile Recovery
2021 — — — 43 Fragile Decline Risk
2020 — — — 50 Fragile Recovery
2019 — — — 45 Fragile Decline Risk
2018 — — — 43 Fragile Stable Watch

Officer compensation history

Tax year 2025

Name Title Phone Email Compensation
THOMAS DAVIES Board Member 8.1% of Rev
KATELYN SCHIAVONE Executive Director 7.2% of Rev
BRANDON WEBB Board Member 0.2% of Rev
JEANNE POTTER Board President —
CAROL NELSON-SELBY Board President —
MARK FUGATE Treasurer —
BUD ZEUSCHNER Secretary —
VICKI EWART Board Member —
CHUCK HILL Board Member —
BRIAN LAWLER Board Member —
MARTI LINDHOLM Board Member —
ALISON STUART Board Member —
CRAIG UPDEGROVE Board Member —

Tax year 2023

Name Title Phone Email Compensation
KATELYN SCHIAVONE Executive Director 6.9% of Rev
THOMAS DAVIES Board Member 5.2% of Rev
JEANNE POTTER Board President —
CRAIG UPDEGROVE Board President —
MARK FUGATE Treasurer —
CAROL NELSON-SELBY Secretary —
MIKE BURRELL Board Member —
VICKI EWART Board Member —
CHUCK HILL Board Member —
MARTI LINDHOLM Board Member —
CHRISTOPHER TOEWS Board Member —
BUD ZEUSCHNER Board Member —

Tax year 2021

Name Title Phone Email Compensation
JEANNE POTTER Board President —
CRAIG UPDEGROVE Board President —
VICKI EWART Treasurer —
MARTI LINDHOLM Secretary —
THOMAS DAVIES Board Member —
CLIFTON SWANSON Board Member —
HOWARD GEE Board Member —
CHRYSTIE OSBORNE Board Member —
MARK FUGATE Board Member —
SARAH MAGGELET DBA APPLYNX Executive Director —
Officer contact details, exact compensation figures, and active litigation are available to verified members.
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Score breakdown

Score breakdown

Financial resilience
50 / 100
weight 40%
Governance risk
45 / 100
weight 40%
Program scale
45 / 100
weight 20%
Overall
42 / 100
Priority Review

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

Peer comparison

Compared to 1,424 other orgs in CA with NTEE prefix A6.

Most-divergent component: governance score sits 20 points below the peer median (45 vs. 65).

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. Separate signing authority from fundraising authority when both are held by one person — removes the concentration penalty (~12 points).

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