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
58
Score
Governance
45
Score
Financial
90
Score
Program
30
Score
Title
-
Institutions
-
Avg Revenue
-
Risk Profile
Representative Institutions
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 |
|---|---|---|---|---|---|---|---|
| 2024 | Hidden | Hidden | — | — | Unknown | — | |
| 2023 | Hidden | Hidden | 16.0% | 58 | Fragile | Gov Risk | |
| 2022 | — | — | — | 58 | Fragile | Recovery | |
| 2021 | — | — | 21.5% | 50 | Governance-Stressed | Gov Risk | |
| 2020 | — | — | 18.8% | 50 | Fragile | Recovery | |
| 2019 | — | — | 16.8% | 30 | Critical Intervention Needed | Gov Risk | |
| 2018 | — | — | 15.5% | 30 | Critical Intervention Needed | Gov Risk | |
| 2017 | — | — | 15.1% | 30 | Critical Intervention Needed | Gov Risk | |
| 2016 | — | — | — | 55 | Fragile | Recovery | |
| 2015 | — | — | 10.9% | 31 | Critical Intervention Needed | Decline Risk | |
| 2014 | — | — | 6.7% | 36 | Financially Distressed | Recovery | |
| 2013 | — | — | — | 51 | Fragile | Stable Watch | |
| 2012 | — | — | — | 51 | Fragile | Stable Watch | |
| 2011 | — | — | — | 51 | Fragile | Stable Watch |
Officer compensation history
Tax year 2025
| Name | Title | Phone | Compensation | |
|---|---|---|---|---|
| Emma Cong | Treasurer | 8.7% of Rev | ||
| Jennifer Coleman | Company Manager | 7.3% of Rev | ||
| Samantha Marquez | Board Member | — | ||
| Kathleen Sinclair | Board Member | — | ||
| Samantha Byrd | Board Member | — | ||
| John Heiligenthal | Board Member | — | ||
| Heather Madrigal | Board Member | — | ||
| Madilyn Toms | Board Member | — | ||
| Lorelei Bensel Kinkead | Secretary | — | ||
| Brian Brown | Board President | — | ||
| Sam Guerrero | Board President | — |
Tax year 2023
| Name | Title | Phone | Compensation | |
|---|---|---|---|---|
| Jennifer Coleman | Executive Dir. | 8.8% of Rev | ||
| Emma Cong | Treasurer | 6.5% of Rev | ||
| Lorelei Bensel Kinkead | Board Member | — | ||
| Samantha Marquez | Board Member | — | ||
| AJ Kinnell | Board Member | — | ||
| Kathleen Sinclair | Board Member | — | ||
| Tricia Kinnell | Board President | — | ||
| Jennifer Gifford Stanley | Board Member | — | ||
| Dora Kern | Board Member | — | ||
| Sam Guerrero | Board Member | — | ||
| Chardee Watowich | Secretary | — |
Tax year 2022
| Name | Title | Phone | Compensation | |
|---|---|---|---|---|
| Jennifer Coleman | Executive Dir. | 8.0% of Rev | ||
| Emma Cong | Treasurer | 7.7% of Rev | ||
| Sergio Lopez | Board Member | — | ||
| AJ Kinnell | Board Member | — | ||
| Kathleen Sinclair | Board Member | — | ||
| Tricia Kinnell | Board President | — | ||
| Dora Kern | Board Member | — | ||
| Lori Williams | Board President | — | ||
| Kathleen DiBianca | Board Member | — | ||
| Chardee Watowich | Secretary | — |
Tax year 2021
| Name | Title | Phone | Compensation | |
|---|---|---|---|---|
| Jennifer Coleman | Executive Dir. | 9.5% of Rev | ||
| Emma Cong | Treasurer | 9.1% of Rev | ||
| Samantha Bowers | Board Member | — | ||
| Sergio Lopez | Board Member | — | ||
| AJ Kinnell | Board Member | — | ||
| Kathleen Sinclair | Board Member | — | ||
| Tricia Kinnell | Secretary | — | ||
| Lariza Parsons | Board Member | — | ||
| Roz Koch | Board Member | — | ||
| Catherine Gerdes | Board Member | — | ||
| Lori Williams | Board Member | — | ||
| Kathleen DiBianca | Board President | — | ||
| Chardee Watowich | Board President | — |
Officer contact details, exact compensation figures, and active litigation are available to verified members.
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Score breakdown
Score breakdown
Financial resilience
90 / 100
weight 40%
Governance risk
45 / 100
weight 40%
Program scale
30 / 100
weight 20%
Overall
58 / 100
Developing
The three components combine into a single 0–100 score weighted as shown. Full methodology →
Peer comparison
Fewer than 3 peers found in AZ for this NTEE subcategory; peer comparison would not be statistically meaningful.
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 16.0% sits within the sector's healthy band (18–22%).
What would change this score
The two changes that would most improve this score:
- 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.