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
44
Score
Governance
42
Score
Financial
65
Score
Program
15
Score

Institutional Epochs

2010
2011
2012
2013
2014
2015
2016
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 Hidden Hidden 39.4% 44 Governance-Stressed Gov Risk
2022 — — — 45 Fragile Decline Risk
2016 — — — 55 Fragile Stable Watch
2014 — — — 55 Fragile Stable Watch
2013 — — — 55 Fragile Stable Watch
2012 — — — 55 Fragile Stable Watch
2011 — — — 55 Fragile Stable Watch

Officer compensation history

Tax year 2025

Name Title Phone Email Compensation
Jen Bittick Executive Director 38.0% of Rev
Jennifer Martin Conductor 1.4% of Rev
Diane Heath Board President —
Richard Bolin Treasurer —
Michael Burrell Board President —
Richard Fryer Secretary —
William Johnson Board Member —
Maurice Heath Board Member —
Tim Kersten Board Member —
Dr Michael McRae Board Member —

Tax year 2022

Name Title Phone Email Compensation
Diane Heath Board President —
David Rackley Board President —
Richard Fryer Tresurer —
Kelly Leu Secretary —
Dalna Mills Board Member —
William Johnson Board Member —
Helen Torino Board Member —
Maurice Heath Board Member —
Jennifer Martin Conductor —
Jen Bittick Executive Director —
Alex Balke Information Technology —

Tax year 2021

Name Title Phone Email Compensation
Diane Heath Board President —
Heidi Butterfield Board President —
Eric Yun Tresurer —
Kelly Leu Secretary —
Dalna Mills Board Member —
David Rackley Board Member —
Helen Torino Board Member —
Maurice Heath Board Member —
Jennifer Martin Conductor —
Diane Heath Board President —
Heidi Butterfield Board President —
Eric Yun Tresurer —
Kelly Leu Secretary —
Dalna Mills Board Member —
David Rackley Board Member —
Helen Torino Board Member —
Maurice Heath Board Member —
Jennifer Martin Conductor —
Officer contact details, exact compensation figures, and active litigation are available to verified members.
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Score breakdown

Score breakdown

Financial resilience
65 / 100
weight 40%
Governance risk
42 / 100
weight 40%
Program scale
15 / 100
weight 20%
Overall
44 / 100
Priority Review

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

Peer comparison

Compared to 1,424 other orgs in CA with NTEE prefix A6.

Most-divergent component: governance score sits 23 points below the peer median (42 vs. 65).

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. Reduce top-officer compensation from 39.4% to under 22% of revenue — would move governance score by ~35 points.
  2. 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.