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
55
Score
Governance
58
Score
Financial
50
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 — — 2.6% 55 Fragile Recovery
2022 — — 4.4% 51 Fragile Recovery
2021 — — 3.8% 49 Fragile Recovery
2020 — — 3.9% 35 Financially Distressed Decline Risk
2019 — — — 37 Financially Distressed Decline Risk
2018 — — 1.7% 37 Financially Distressed Decline Risk
2017 — — 1.9% 43 Fragile Stable Watch
2016 — — 1.8% 43 Fragile Recovery
2015 — — 3.4% 35 Financially Distressed Decline Risk
2014 — — 3.1% 41 Fragile Recovery
2013 — — 5.6% 36 Financially Distressed Recovery
2012 — — — 34 Critical Intervention Needed Decline Risk
2011 — — 5.4% 38 Financially Distressed Stable Watch

Officer compensation history

Tax year 2023

Name Title Phone Email Compensation
MR STEVEN LIBMAN Executive Director 0.8% of Rev
MS COURTNEY LEWIS CONDUCTOR 0.8% of Rev
MR DOUGLAS A BOOHER Board Member —
MS KAREN ANN BOWER Board President —
MR RAFAEL CALDERA Board Member —
MR CARL CANNON Board Member —
MRS CHUNG-HAE CASLER Board Member —
MR KEVIN CRAIG Board Member —
DR BARBARA DARBY EDD Board Member —
MS LORY DOOLITTLE Board Member —
MR R CHRIS DOERR Treasurer —
MR THOMAS M GALVIN JR Board Member —
MR MICHAEL R IMBRIANI Board Member —
MR JIM JOHNSON Board Member —
MR RANDY JOHNSON Board Member —
MR CHARLES S JOSEPH Board Member —
MS DANA L KARZAN Board Member —
DR TIMOTHY SNYDER Board Member —
DR ANNE LUFRANO PHD Board Member —
MS SHEILA MCLENAGHAN Board Member —
MR JOE T PORTER Board Member —
MS SHERILYN F VAN ORDEN Board Member —
MS ANGELA VOGT Board Member —
MS BRENDA WOLCHOK Board Member —
DR TIMOTHY A WOODWARD MD Board Member —
MR DOUGLAS C WORTH Board Member —
HON GWENDOLYN GWEN YATES Secretary —
MR THOMAS FLAHERTY Treasurer —
MR BRYAN DEBOER Vice President —
MR J F BRYAN Board Member —
MR GREG ANDERSON Board Member —
MR DONALD A BALDWIN Board President —
MS MARTHA E BARRETT Board Member —
MR GILCHRIST B BERG Board Member —
MS POPPY CLEMENTS Board Member —

Tax year 2022

Name Title Phone Email Compensation
Courtney Lewis Conductor 0.7% of Rev
Mr Steven Libman Executive Director 0.6% of Rev
Mr Akin Agar Board Member —
Mr Greg Anderson Board Member —
Mr Donald A Baldwin Board President —
Ms Martha E Barrett Board Member —
Mr Gilchrist B Berg Board Member —
Mr Farrukh A Bezar Board Member —
Mr Douglas A Booher Board Member —
Ms Karen Ann Bower Board President —
Mr Rafael Caldera Board Member —
Mr Carl Cannon Board Member —
Mrs Chung-Hae Casler Board Member —
Mr Kevin Craig Board Member —
Dr Barbara Darby EdD Board Member —
Ms Stacy B Derr Board Member —
Mr R Chris Doerr Treasurer —
Mr Thomas M Galvin Jr Board Member —
Mr Michael R Imbriani Board Member —
Mr Jim Johnson Board Member —
Mr Randy Johnson Board Member —
Mr Charles S Joseph Board Member —
Ms Dana L Karzan Board Member —
Mr Trevor Lee Board Member —
Dr Anne Lufrano PhD Board Member —
Ms Sheila McLenaghan Board Member —
Mr Joe T Porter Board Member —
Ms Sherilyn F Van Orden Board Member —
Ms Angela Vogt Board Member —
Ms Brenda Wolchok Board Member —
Dr Timothy A Woodward MD Board Member —
Mr Douglas C Worth Board Member —
Hon Gwendolyn Gwen Yates Secretary —

Tax year 2021

Name Title Phone Email Compensation
DONALD BALDWIN Board President —
ELIZABETH LOVETT COLLEDGE Board Member —
MICHAEL IMBRIANI Treasurer —
ANNE L LUFRANO Board Member —
DAVID STRICKLAND CHAIRMAN OFT —
MARTHA BARRETT Board Member —
BARBARA DARBY Board Member —
GWENDOLYN YATES Secretary —
KAREN BOWER Board Member —
TYLER DANN Board Member —
JACK DICKISON Board Member —
CHARLES S JOSEPH Board Member —
AKIN AGAR Board Member —
RAFAEL CALDERA Board Member —
CARL CANNON Board Member —
CHUNG- HAE CASLER Board Member —
STACEY B DERR Board Member —
BECKY GRIMES Board Member —
TREVOR LEE Board Member —
SHEILA MCLENAGHAN Board Member —
BRENDA WOLCHOK Board Member —
TIMOTHY A WOODWARD Board Member —
DOUGLAS C WORTH Board Member —
FARRUKH A BEZAR Board Member —
DOUGLAS BOOHER Board Member —
KATHERYN HANCOCK EX OFFICIO EX OFFICIO —
JF BRYAN IV Board Member —
THOMAS M GALVIN JR Board Member —
KIKI KARPEN Board Member —
ANGELA VOGT Board Member —
GILCHRIST B BERG Board Member —
GREG ANDERSON Board Member —
JIM JOHNSON Board Member —
JOE T PORTER Board Member —
KEVIN CRAIG Board Member —
STEVEN B LIBMAN Board President —
JORGE A PEA PORTILLO EX OFFICIO EX OFFICIO —
LES ROETTGES EX OFFICIO EX OFFICIO —
SHERILYN F VAN ORDEN EX OFFICIO EX OFFICIO —
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
58 / 100
weight 40%
Program scale
60 / 100
weight 20%
Overall
55 / 100
Developing

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

Peer comparison

Compared to 477 other orgs in FL with NTEE prefix A6.

Most-divergent component: program score sits 29 points above the peer median (60 vs. 31).

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 37 → 55 over 5 years (improving by 18 points). A multi-year directional move of this magnitude is a signal worth investigating.

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.