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.
Title
Representative Institutions
Institutional Epochs
Historical Performance
| Year | Revenue | Top Comp | Comp % Rev | Score | Phase Label | Outlook | Details |
|---|---|---|---|---|---|---|---|
| 2023 | — | — | 12.9% | 42 | Fragile | Stable Watch | |
| 2022 | — | — | 14.4% | 42 | Fragile | Recovery | |
| 2021 | — | — | 24.5% | 37 | Fragile | Gov Risk | |
| 2020 | — | — | 15.0% | 41 | Fragile | Recovery | |
| 2019 | — | — | 15.7% | 33 | Critical Intervention Needed | Stable Watch | |
| 2018 | — | — | 15.4% | 33 | Critical Intervention Needed | Stable Watch | |
| 2017 | — | — | 15.1% | 33 | Critical Intervention Needed | Recovery | |
| 2016 | — | — | — | 31 | Critical Intervention Needed | Recovery | |
| 2015 | — | — | 19.3% | 27 | Critical Intervention Needed | Recovery | |
| 2014 | — | — | 23.9% | 24 | Critical Intervention Needed | Recovery | |
| 2013 | — | — | 22.9% | 22 | Critical Intervention Needed | Stable Watch | |
| 2012 | — | — | 25.1% | 22 | Critical Intervention Needed | Stable Watch | |
| 2011 | — | — | 15.4% | 23 | Critical Intervention Needed | Stable Watch |
Officer compensation history
Tax year 2023
| Name | Title | Phone | Compensation | |
|---|---|---|---|---|
| Elizabeth DeFanti | Executive Dir. | 12.3% of Rev | ||
| Margaret Perryman | Chairman | — | ||
| Sarah Milligan | Board Member | — | ||
| Donna Murphrey | Treasurer | — | ||
| Judith Smith | Secretary | — | ||
| Laura Stanley | Board Member | — | ||
| David Steinmuller | Vice Chairman | — |
Tax year 2022
| Name | Title | Phone | Compensation | |
|---|---|---|---|---|
| Elizabeth DeFanti | Executive Dir. | 11.0% of Rev | ||
| Margaret Perryman | Chairman | — | ||
| Sarah Milligan | Board Member | — | ||
| Donna Murphrey | Treasurer | — | ||
| Judith Smith | Secretary | — | ||
| Laura Stanley | Board Member | — | ||
| David Steinmuller | Vice Chairman | — |
Tax year 2021
| Name | Title | Phone | Compensation | |
|---|---|---|---|---|
| Elizabeth DeFanti | Executive Dir. | 10.5% of Rev | ||
| Margaret Perryman | Chairman | — | ||
| Donna Murphrey | Treasurer | — | ||
| Emily Cook | Board Member | — | ||
| Judith Smith | Board Member | — | ||
| Laura Stanley | Board Member | — | ||
| David Steinmuller | Vice Chairman | — | ||
| Carolyn Williams | Board Member | — |
Score breakdown
The three components combine into a single 0–100 score weighted as shown. Full methodology →
Peer comparison
Compared to 17 other orgs in MT with NTEE prefix A6.
Most-divergent component: program score sits 20 points above the peer median (60 vs. 40).
5-year trend: Steady State
No extreme longitudinal divergence detected. The organization is maintaining its current operational philosophy.
Overall score has gone from 33 → 42 over 5 years (improving by 9 points).
What's driving this score
- Comp-to-revenue ratio of 12.9% 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.