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
27
Score
Governance
50
Score
Financial
5
Score
Program
30
Score

Institutional Epochs

2010
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
2023 27 Critical Intervention Needed Decline Risk
2022 38 Financially Distressed Recovery
2021 42.6% 30 Critical Intervention Needed Gov Risk
2020 43 Fragile Decline Risk
2019 47 Fragile Stable Watch
2018 47 Fragile Decline Risk
2017 51 Fragile Stable Watch
2016 51 Fragile Recovery
2015 43 Financially Distressed Stable Watch
2014 43 Financially Distressed Decline Risk
2013 47 Fragile Recovery
2012 47 Fragile Stable Watch
2011 43 Fragile Stable Watch

Officer compensation history

Tax year 2023

Name Title Phone Email Compensation
JOSEPH PLACE Board Member 13.9% of Rev
Paula Stewart Board Member
Joseph Cotten Board Member
Fran Willes Board Member
Glen Copeland Board Member
Karen Leja Board Member
Tara L Sholle Treasurer
Brenda Olsen Secretary
Dean Holbrook Board President
Tom Ruloff Board President
Kristyne Olsen Board President
John Agan Treasurer
John Agan Treasurer
Tara L Sholle Board Member
Karen Leja Secretary
Ann Van Dormolen Board Member
Glen Copeland Board Member
Tom Ruloff Board President
Robert Freund Board Member
Ann Babinski Board President
Dean Holbrook Board Member
Paula Stewart Board Member
Kristyne Olsen Board President
Joseph Cotten Board Member
Fran Willes Board Member

Tax year 2022

Name Title Phone Email Compensation
JOSEPH PLACE Board Member 15.1% of Rev
KRISTYNE OLSON Board President
DEAN HOLBROOK Board President
KAREN LEJA Secretary
JOHN AGAN Treasurer
Officer contact details, exact compensation figures, and active litigation are available to verified members.
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Score breakdown

Score breakdown

Financial resilience
5 / 100
weight 40%
Governance risk
50 / 100
weight 40%
Program scale
30 / 100
weight 20%
Overall
27 / 100
Priority Review

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

Peer comparison

Compared to 118 other orgs in AZ with NTEE prefix A6.

Most-divergent component: financial score sits 26 points below the peer median (5 vs. 31).

5-year trend: Steady State

No extreme longitudinal divergence detected. The organization is maintaining its current operational philosophy.

Overall score has gone from 47 → 27 over 5 years (declining by 20 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. 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.