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
48
Score
Governance
50
Score
Financial
80
Score
Program
5
Score

Institutional Epochs

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
2025 Hidden Hidden Unknown
2023 Hidden Hidden 48 Fragile Gov Risk
2022 45 Fragile Gov Risk
2021 22.4% 39 Governance-Stressed Gov Risk
2020 23.7% 56 Fragile Gov Risk
2019 20.4% 56 Fragile Recovery
2018 37 Financially Distressed Stable Watch
2017 37 Financially Distressed Stable Watch
2016 37 Financially Distressed Stable Watch
2015 37 Financially Distressed Recovery
2014 31 Critical Intervention Needed Decline Risk
2013 35 Fragile Stable Watch
2012 39 Fragile Stable Watch

Officer compensation history

Tax year 2026

Name Title Phone Email Compensation
Andrea Luke Executive Director 20.8% of Rev
Jim Waddelow Board Member 14.2% of Rev
Eliandras Sims Personnel Manager 3.3% of Rev
Anthony Philpot Board President
Michelle Steele Treasurer
Janet Schurtleff Secretary
Irene Burke Board Member
William Suarez Board Member
Khalikah Clark Board Member
Sara Boileau Board Member
Catherine Lanzotti Board President

Tax year 2023

Name Title Phone Email Compensation
Jim Waddelow Board Member 14.2% of Rev
Andrea M Luke Executive Director 10.9% of Rev
John Klein Executive Director 9.9% of Rev
Janet Shurtleff Board President
Anthony Philpot Board President
Catherine Lanzotti Secretary
Mark Underwood Treasurer
Carl Koch Board Member
Risa Poniros Board Member
Bob Jankowski Board Member
Irene Burke Board Member
Lisa Jones Board Member

Tax year 2022

Name Title Phone Email Compensation
John Klein Executive Director 21.4% of Rev
Jim Waddelow Board Member 15.3% of Rev
Janet Shurtleff Board President
Warren Ferguson Board President
Catherine Lanzotti Secretary
Mark Underwood Treasurer
Carl Koch Board Member
Risa Poniros Board Member
Bob Jankowski Board Member
Anthony Philpott Board Member
Irene Burke Board Member

Tax year 2021

Name Title Phone Email Compensation
John Klein Executive Director 21.4% of Rev
James M Waddelow Board Member 15.3% of Rev
Janet Shurtleff Board President
Warren Ferguson Board President
Mark Underwood Treasurer
Carl Koch Board Member
David Prodoehl Board Member
Risa Poniros Board Member
Catherine Lanzotti Secretary
Carl Koch Board Member
Bob Jankowski Board Member
Anthony Philpott Board Member
Irene Burke 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
80 / 100
weight 40%
Governance risk
50 / 100
weight 40%
Program scale
5 / 100
weight 20%
Overall
48 / 100
Stable

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

Peer comparison

Compared to 145 other orgs in NC with NTEE prefix A6.

Most-divergent component: financial score sits 43 points above the peer median (80 vs. 37).

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. 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.