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
37
Score
Governance
50
Score
Financial
5
Score
Program
60
Score

Institutional Epochs

2010
2011
2012
2013
2014
2015
2016
2017
2018
2019
2020
2021
2022
2023
Financial Era
Governance Era
Trajectory Era
Steady State

Historical Performance

Year Revenue Top Comp Comp % Rev Score Phase Label Outlook Details
2023 Hidden Hidden Unknown
2022 37 Financially Distressed Decline Risk
2021 42 Fragile Decline Risk
2020 52 Fragile Recovery
2019 52 Fragile Recovery
2018 45 Fragile Recovery
2017 25 Critical Intervention Needed Decline Risk
2016 31 Critical Intervention Needed Stable Watch
2015 31 Critical Intervention Needed Decline Risk
2014 39 Fragile Stable Watch
2013 35 Financially Distressed Decline Risk
2012 39 Fragile Recovery
2011 29 Critical Intervention Needed Decline Risk
2010 31 Critical Intervention Needed Stable Watch

Officer compensation history

Tax year 2025

Name Title Phone Email Compensation
JOE DICKINSON Board Member
JERRY EDMONDS Board Member
ED FITTS Board Member
BECKY GOODWIN Board Member
DON HEAGREN Board President
ROY E PIERCE III Board Member
JAY LAPOINTE VICE PRESIDE
LAVONNE LEE MCCLAIN Board Member
LORI MEDLIN Board Member
JIMILLE MILLS Board Member
LIZ NIELSEN TREASUER
JOHN SCHAECH Secretary

Tax year 2023

Name Title Phone Email Compensation
JOE DICKINSON Board Member
JERRY EDMONDS Board Member
ED FITTS Board Member
BECKY GOODWIN Board Member
DON HEAGREN Board President
ROY E PIERCE III Board Member
JAMES KINARD VICE PRESIDE
LAVONNE LEE MCCLAIN Board Member
LORI MEDLIN Board Member
JIMILLE MILLS Board Member
LIZ NIELSEN TREASUER
JOHN SCHAECH Secretary
BARBARA DILLARD Board Member
BETTY FREULER Board Member
DON HEAGREN Board Member
GEORGE KIMBLE Board Member
LAVONNE LEE MCCLAIN VICE PRESIDE
LIZ NIELSEN Board Member
JOHN SCHAECH Secretary
NANCY WEHRMAN Board Member
BETTY BOBBITT WILLIS TREASUER
JOE DICKINSON Board Member
JERRY EDMONDS Board Member
ED FITTS Board Member
BECKY GOODWIN Board Member
DON HEAGREN Board President
ROY E PIERCE III Board Member
JAMES KINARD VICE PRESIDE
LAVONNE LEE MCCLAIN Board Member
LORI MEDLIN Board Member
JIMILLE MILLS Board Member
LIZ NIELSEN TREASUER
JOHN SCHAECH Secretary

Tax year 2022

Name Title Phone Email Compensation
BARBARA DILLARD Board Member
BETTY FREULER Board Member
DON HEAGREN Board Member
GEORGE KIMBLE Board Member
LAVONNE LEE MCCLAIN VICE PRESIDE
LIZ NIELSEN Board Member
JOHN SCHAECH Secretary
NANCY WEHRMAN Board Member
BETTY BOBBITT WILLIS TREASUER
Officer contact details, exact compensation figures, and active litigation are available to verified members.
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Score breakdown

Score breakdown

Financial resilience
5 / 100
weight 40%
Governance risk
50 / 100
weight 40%
Program scale
60 / 100
weight 20%
Overall
37 / 100
Priority Review

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 32 points below the peer median (5 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. Build cash reserves to at least 3 months of operating expenses — moves financial resilience score meaningfully (~10 points).

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