Steady State
Steady State
Market
Archetype
Mechanical
Natural
Tier
Developing
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
Institutional Health Scores
5-yr trend: Steady State ↓
Overall
45
Score
Governance
58
Score
Financial
25
Score
Program
60
Score
Title
-
Institutions
-
Avg Revenue
-
Risk Profile
Representative Institutions
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 | — | |
| 2024 | Hidden | Hidden | — | — | Unknown | — | |
| 2023 | — | — | 3.5% | 45 | Fragile | Recovery | |
| 2022 | — | — | 7.8% | 36 | Financially Distressed | Decline Risk | |
| 2021 | — | — | 6.7% | 42 | Financially Distressed | Recovery | |
| 2020 | — | — | 14.6% | 46 | Fragile | Decline Risk | |
| 2017 | — | — | 6.5% | 48 | Fragile | Recovery | |
| 2015 | — | — | 3.6% | 45 | Fragile | Stable Watch | |
| 2014 | — | — | 3.6% | 45 | Fragile | Stable Watch | |
| 2013 | — | — | 3.6% | 45 | Fragile | Stable Watch | |
| 2012 | — | — | 3.6% | 45 | Fragile | Stable Watch |
Officer compensation history
Tax year 2026
| Name | Title | Phone | Compensation | |
|---|---|---|---|---|
| KIRBY BRINLEE | Unspecified Role | — | ||
| JANA BUGHER | Unspecified Role | — | ||
| CHUCK COHN | Unspecified Role | — | ||
| SCOTT DOUGLAS | Unspecified Role | — | ||
| MISHA GOLI | Unspecified Role | — | ||
| LANCE HAFFNER | Unspecified Role | — | ||
| ISAAC HINES | Unspecified Role | — | ||
| ANDREW HOLDER | Unspecified Role | — | ||
| SHEENA HOLLANDER | Unspecified Role | — | ||
| ERIC JOINER | Unspecified Role | — | ||
| LISA MONSOUR MASON | Unspecified Role | — | ||
| DR DANIEL MOLINA | Unspecified Role | — | ||
| LANE NEAL | Unspecified Role | — | ||
| PHI NGUYEN | Unspecified Role | — | ||
| HELEN RAMBO | Unspecified Role | — | ||
| LEAH ROPER | Unspecified Role | — | ||
| TIMILA ROTHER | Unspecified Role | — | ||
| ASHLEY STEVENSON | Unspecified Role | — | ||
| LINDSEY VIDRINE | Unspecified Role | — | ||
| MAGGIE WHITE | Unspecified Role | — | ||
| SUSAN WHITTINGTON | Unspecified Role | — | ||
| ANGELA COZBY | Executive Director | — | ||
| TYLER BOLTON | Treasurer | — | ||
| HILLARY FARRELL | Secretary | — | ||
| GARRETT JACKSON | Board President | — | ||
| PAUL LIENHARD | Board President | — | ||
| BRIAN ALFORD | Board President | — |
Tax year 2025
| Name | Title | Phone | Compensation | |
|---|---|---|---|---|
| ANGELA COZBY | Executive Director | 3.5% of Rev | ||
| BRIAN ALFORD | Board President | — | ||
| TYLER BOLTON | Board Member | — | ||
| DANIEL BILLINGSLEY | Board Member | — | ||
| KATI CHRIST | Board President | — | ||
| SCOTT DOUGLAS | Board Member | — | ||
| RUSTY DUNCAN | Board Member | — | ||
| HILLARY FARRELL | Secretary | — | ||
| LANCE HAFFNER | Board Member | — | ||
| SUSAN WHITTINGTON | Board Member | — | ||
| SHEENA HOLLANDER | Board Member | — | ||
| GARRETT JACKSON | Board President | — | ||
| PAUL LIENHARD | Treasurer | — | ||
| LANE NEAL | Board Member | — | ||
| KIRBY BRINLEE | Board Member | — | ||
| TONY PUCKETT | Board Member | — | ||
| TIMILA ROTHER | Board Member | — | ||
| JEFF SEYMOUR | Board Member | — | ||
| ASHLEY STEVENSON | Board Member | — | ||
| LEAH ROPER | Board Member | — | ||
| HELEN RAMBO | Board Member | — | ||
| JANA BUGHER | Board Member | — | ||
| LAUREN CLARK | Board Member | — | ||
| MISHA GOLI | Board Member | — | ||
| ISAAC HINES | Board Member | — | ||
| ANDREW HOLDER | Board Member | — | ||
| PHI NGUYEN | Board Member | — | ||
| CHUCK COHN | Board Member | — |
Tax year 2023
| Name | Title | Phone | Compensation | |
|---|---|---|---|---|
| PETER DOLESE | Executive Director | 3.4% of Rev | ||
| MARIE SMITH | Treasurer | 2.3% of Rev | ||
| ANGELA COZBY | Executive Director | 1.8% of Rev | ||
| BRIAN ALFORD | Board President | — | ||
| TYLER BOLTON | Board Member | — | ||
| ANDY BURNETT | Board Member | — | ||
| KATI CRIST | Board President | — | ||
| SCOTT DOUGLAS | Board Member | — | ||
| RUSTY DUNCAN | Board Member | — | ||
| HILLARY FARRELL | Secretary | — | ||
| LANCE HAFNER | Board Member | — | ||
| STEVE HILL | Board Member | — | ||
| SHEENA HOLLANDER | Board Member | — | ||
| GARRETT JACKSON | Board President | — | ||
| PAUL LEINHARD | Treasurer | — | ||
| LANE NEAL | Board Member | — | ||
| KIRBY NICHOLAS | Board Member | — | ||
| TONY PUCKETT | Board Member | — | ||
| TAMILIA ROTHER | Board Member | — | ||
| JEFF SEYMOUR | Board Member | — | ||
| ASHLEY STEVENSON | Secretary | — | ||
| JAYBEE WILLIAMS | Board Member | — | ||
| LORI ABOU HABIB | Board Member | — | ||
| JANA BUGHER | Board Member | — | ||
| LAUREN CLARK | Board Member | — | ||
| MISHA GOLI | Board Member | — | ||
| ISAAC HINES | Board Member | — | ||
| ANDREW HOLDER | Board Member | — | ||
| HELEN RAMBO | Board Member | — | ||
| SUSAN WHITTINGTON | Board Member | — |
Tax year 2021
| Name | Title | Phone | Compensation | |
|---|---|---|---|---|
| PETER DOLESE | Executive Director | 3.0% of Rev | ||
| MARIE SMITH | Treasurer | 2.0% of Rev | ||
| HILLARY FARRELL | OFFICER | — | ||
| VAHID FARZANEH | OFFICER | — | ||
| STEVE HILL | OFFICER | — | ||
| GARRETT JACKSON | OFFICER | — | ||
| SHEENA KARAMI | OFFICER | — | ||
| MICHAEL LAIRD | Board President | — | ||
| PAUL LEINHARD | Treasurer | — | ||
| RINY MATHAI | OFFICER | — | ||
| TIM MCLAUGHLIN | OFFICER | — | ||
| LANE NEAL | OFFICER | — | ||
| TONY PUCKETT | OFFICER | — | ||
| MEG SALYER | OFFICER | — | ||
| MATT SCHEIN | OFFICER | — | ||
| JOHN SEMTNER | OFFICER | — | ||
| KYM KOCH THOMPSON | OFFICER | — | ||
| BRIAN ALFORD | OFFICER | — | ||
| ALLISON BARTA-BAILEY | Secretary | — | ||
| TYLER BOLTON | OFFICER | — | ||
| ASHLEA BRIGGS | OFFICER | — | ||
| ANDY BURNETT | OFFICER | — | ||
| MATTHEW CAGIGAL | OFFICER | — | ||
| KATI CRIST | Board President | — | ||
| STACY COLEMAN | OFFICER | — | ||
| BARBARA DENNY | Board President | — | ||
| SCOTT DOUGLAS | OFFICER | — | ||
| RUSTY DUNCAN | OFFICER | — |
Officer contact details, exact compensation figures, and active litigation are available to verified members.
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Score breakdown
Score breakdown
Financial resilience
25 / 100
weight 40%
Governance risk
58 / 100
weight 40%
Program scale
60 / 100
weight 20%
Overall
45 / 100
Developing
The three components combine into a single 0–100 score weighted as shown. Full methodology →
Peer comparison
Compared to 13 other orgs in OK with NTEE prefix A2.
Most-divergent component: program score sits 38 points above the peer median (60 vs. 22).
5-year trend: Steady State
No extreme longitudinal divergence detected. The organization is maintaining its current operational philosophy.
What's driving this score
- Comp-to-revenue ratio of 3.5% sits within the sector's healthy band (18–22%).
- Financial resilience score in the bottom quartile — reserves and liabilities ratios warrant review.
What would change this score
The two changes that would most improve this score:
- 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.