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 |
|---|---|---|---|---|---|---|---|
| 2024 | Hidden | Hidden | — | — | Unknown | — | |
| 2023 | — | — | 29.5% | 30 | Critical Intervention Needed | Gov Risk | |
| 2022 | — | — | 27.5% | 30 | Critical Intervention Needed | Gov Risk | |
| 2021 | — | — | 28.9% | 33 | Critical Intervention Needed | Gov Risk | |
| 2020 | — | — | 20.1% | 43 | Fragile | Gov Risk | |
| 2019 | — | — | 27.5% | 21 | Critical Intervention Needed | Gov Risk | |
| 2018 | — | — | 25.1% | 32 | Critical Intervention Needed | Gov Risk | |
| 2017 | — | — | 19.5% | 37 | Fragile | Stable Watch |
Officer compensation history
Tax year 2025
| Name | Title | Phone | Compensation | |
|---|---|---|---|---|
| EMILY NELSON | Executive Director | 19.8% of Rev | ||
| BETH ZAGROCKI | Board President | — | ||
| KATHY TOBIN | Secretary | — | ||
| GREG ZAGROCKI | Board Member | — | ||
| PATRICK SWIBES | Board Member | — | ||
| RON FARY | Board Member | — | ||
| JELISSA OQUENDO | Treasurer | — | ||
| JANET PAPESH | Board Member | — | ||
| LAURA POWELL | Board Member | — | ||
| JEN BUSSEY | Board President | — |
Tax year 2023
| Name | Title | Phone | Compensation | |
|---|---|---|---|---|
| JEFF CASEY | Executive Director | 25.8% of Rev | ||
| BETH ZAGROCKI | Board President | — | ||
| RUTH BEST | Treasurer | — | ||
| KATHY TOBIN | Secretary | — | ||
| TONY ENGLERT | Board President | — | ||
| JOHN F PELKEY | Board Member | — | ||
| ANNE ANDERSON | Board Member | — | ||
| GREG ZAGROCKI | Board Member | — | ||
| COURTNEY LITCHFIELD | Board Member | — | ||
| RON FARY | Board Member | — | ||
| JELISSA OQUENDO | Board Member | — | ||
| JANET PAPESH | Board Member | — |
Tax year 2021
| Name | Title | Phone | Compensation | |
|---|---|---|---|---|
| JEFF CASEY | Board Member | 18.6% of Rev | ||
| CHRIS VALAVANIS | Board Member | — | ||
| BETH ZAGROCKI | Board President | — | ||
| RUTH BEST | Treasurer | — | ||
| KATHY TOBIN | Secretary | — | ||
| TONY ENGLERT | Board President | — | ||
| SANDI KOZLOWSKI | Board Member | — | ||
| JANET MORAN | Board Member | — | ||
| JOHN F PELKEY | Board Member | — | ||
| MARY RYAN | Board Member | — | ||
| CAROL KHOURY | Board Member | — | ||
| ANNE ANDERSON | Board Member | — | ||
| GREG ZAGROCKI | Board Member | — | ||
| COURTNEY LITCHFIELD | Board Member | — |
Score breakdown
The three components combine into a single 0–100 score weighted as shown. Full methodology →
Peer comparison
Compared to 120 other orgs in IN with NTEE prefix A6.
Most-divergent component: financial score sits 25 points below the peer median (15 vs. 40).
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 29.5% is modestly above the sector's healthy band (18–22%) — worth monitoring.
- 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:
- Reduce top-officer compensation from 29.5% to under 22% of revenue — would move governance score by ~15 points.
- 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.