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 829 other orgs in CA with NTEE prefix A6.

Most-divergent component: financial score sits 17 points above the peer median (50 vs. 33).

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.