Steady State
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
The Stewardship
Institutional Health Scores
5-yr trend: Steady State
Overall
50
Score
Governance
55
Score
Financial
40
Score
Program
60
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
2024 Hidden Hidden Unknown
2023 Hidden Hidden 5.1% 50 Fragile Decline Risk
2022 2.4% 55 Fragile Stable Watch
2021 4.2% 55 Fragile Stable Watch
2020 3.4% 55 Fragile Stable Watch
2019 3.7% 55 Fragile Stable Watch
2018 2.2% 55 Fragile Stable Watch
2017 2.0% 55 Fragile Recovery
2016 3.1% 51 Fragile Decline Risk
2015 2.0% 55 Fragile Stable Watch
2014 2.4% 55 Fragile Stable Watch
2013 2.7% 55 Fragile Recovery
2012 2.6% 51 Fragile Stable Watch
2011 2.9% 51 Fragile Stable Watch

Officer compensation history

Tax year 2025

Name Title Phone Email Compensation
MATTHEW SHILVOCK Executive Director 0.8% of Rev
EUN SUN KIM Board Member 0.6% of Rev
MICHAEL SIMPSON Treasurer 0.4% of Rev
GREGORY HENKEL Artistic Director 0.3% of Rev
JENNIFER GOOD Board Member 0.3% of Rev
LISA BURY CHIEF PHILANTHROPY OFFICER 0.3% of Rev
DOUGLAS MITCHELL HEAD OF AUDIO/VISUAL 0.3% of Rev
KAY STERN Board Member 0.3% of Rev
LORI HARRISON HEAD OF PROPERTIES 0.3% of Rev
DAVID HATCH HEAD OF CARPENTRY 0.3% of Rev
THERESA VON KLUG CHIEF OPERATING OFFICER 0.3% of Rev
TABITHA ROWELL Board Member 0.2% of Rev
TROY SMITH Board Member 0.2% of Rev
LEE HELMS Board Member 0.2% of Rev
PATRICK MCCABE Board Member
ANNE G MCWILLIAMS Board Member
HELEN MEYER Board Member
KARL O MILLS Board Member
JUSTIN MOORE Board Member
MARYAM MUDUROGLU Board Member
NANCY S MUELLER Board Member
JANET NAPOLITANO Board Member
BEN NELSON Board Member
J BOYCE NUTE Board Member
BERNARD OSHER Board Member
JASON PHILLIPS Board Member
ANNE BRANDEIS POPKIN Board Member
RICHARD J RIGG PHD Board Member
CP RUSSELL Board Member
BILL RUSSELL-SHAPIRO Board Member
JACK SCHAFER Board Member
RUTH A SHORT Board Member
MRS DIANNE MARIE TAUBE Board Member
SOO VENKATESAN Board Member
MS BARBARA MOLLER WARD Board Member
MRS DIANE B WILSEY Board Member
BARBARA A WOLFE Board Member
MELINDA YEE FRANKLIN Board Member
S SHARIQ YOSUFZAI Board Member
REID W DENNIS Board President
JOHN A GUNN OFFICER OF THE BOARD-CHAIRMAN
FRANKLIN PITCH JOHNSON JR Board President
KEITH B GEESLIN Board President
JACK CALHOUN Board President
GEORGE H HUME Treasurer
KAREN J KUBIN Secretary
SUSAN ANDERSON-NORBY Board Member
CLAIRE WRENN BOBROW Board Member
ROMANA BRACCO Board Member
NANIETTE COLEMAN Board Member
DR WILLIAM M COUGHRAN JR Board Member
VALERIE CRANE DORFMAN Board Member
JAMES CROSS Board President
ARIF DAMJI Board Member
JAYNE C DAVIS Board Member
JEROME DODSON Board Member
CAROL PUCCI DOLL Board Member
DIXON DOLL Board Member
ROBERT A ELLIS Board Member
LISA ERDBERG Board Member
PETER FENTON Board Member
SARAH FENTON Board Member
ANNA FIELER Board Member
MARGARITA GANDIA Board Member
SUSAN GRAHAM JOHNSTON Board Member
LOUISE GUND Board Member
OMAR GUO Board President
GRETCHEN WOLFE HANSEN Board Member
JANE M HARTLEY Board Member
JOHN HENDRICKSON Board Member
DOREEN WOO HO Board Member
CHARLES EDWARD HUDSON III Board Member
SYLVIA HUGHES Board Member
J BURGESS JAMIESON Board Member
TIMOTHY F KAHN Board Member
CHOONGJIA MARIA KAHNG Board Member
LAWRENCE A KERN Board Member
MARK R KROLL Board Member
COURTNEY LABE Board President
SYLVIA R LINDSEY Board Member
MRS CYNTHIA SNORF LIVERMORE Board Member
HON RICHARD C LIVERMORE Board Member
SUSAN MARINEAU Board Member
J PATTERSON MCBAINE Board Member

Tax year 2023

Name Title Phone Email Compensation
MATTHEW SHILVOCK Executive Director 0.5% of Rev
JENNIFER LYNCH Executive Director 0.4% of Rev
EUN SUN KIM Board Member 0.4% of Rev
MICHAEL SIMPSON Treasurer 0.4% of Rev
DOUGLAS MITCHELL MASTER AUDIO/VIDEO ENGINEER 0.3% of Rev
JENNIFER GOOD Board Member 0.3% of Rev
GREGORY THOMAS Board Member 0.3% of Rev
DAVID HATCH MASTER CARPENTER 0.3% of Rev
LEON PARSONS MASTER ELECTRICIAN 0.3% of Rev
GREGORY HENKEL Artistic Director 0.2% of Rev
KYLE POLITE Board Member 0.2% of Rev
LEE HELMS Board Member 0.2% of Rev
KATHRYN APPLETON Board Member 0.2% of Rev
JOHN A GUNN OFFICER OF THE BOARD-CHAIRMAN
FRANKLIN PITCH JOHNSON JR Board President
STEVEN MENZIES OFFICER OF THE BOARD-VICE CHAIRMAN
KEITH B GEESLIN Board President
ROBERT A ELLIS Board President
LISA ERDBERG Board President
DR WILLIAM M COUGHRAN JR Treasurer
KAREN J KUBIN Secretary
SUSAN ANDERSON-NORBY Board Member
HELEN BERGGRUEN Board Member
CLAIRE WRENN BOBROW Board Member
ROMANA BRACCO Board Member
XANADU BRUGGERS Board President
CAROL FRANC BUCK Board Member
JACK CALHOUN Board Member
BARBARA BRUSER CLARK Board President
NANIETTE HELENE COLEMAN Board Member
ARIF DAMJI Board Member
JAYNE C DAVIS Board Member
IRA DEARING Board Member
JEROME L DODSON Board Member
CAROL PUCCI DOLL Board Member
DIXON DOLL Board Member
VALERIE CRANE DORFMAN Board Member
PETER FENTON Board Member
SARAH FENTON Board Member
ANNA FIELER Board Member
MARGARITA GANDIA Board Member
SUSAN GRAHAM JOHNSTON Board Member
LOUISE GUND Board Member
GRETCHEN WOLFE HANSEN Board Member
JANE M HARTLEY Board Member
I CRAIG HENDERSON MD Board Member
JOHN HENDRICKSON Board Member
DOREEN WOO HO Board Member
CHARLES EDWARD HUDSON III Board Member
SYLVIA HUGHES Board Member
GEORGE H HUME Board Member
J BURGESS JAMIESON Board Member
TIMOTHY F KAHN Board Member
LAWRENCE A KERN Board Member
MARK R KROLL Board Member
THOMAS A LARSEN Board Member
SYLVIA R LINDSEY Board Member
MRS CYNTHIA SNORF LIVERMORE Board Member
HON RICHARD C LIVERMORE Board Member
SUSAN MARINEAU Board Member
J PATTERSON MCBAINE Board Member
PATRICK MCCABE Board Member
ANNE G MCWILLIAMS Board Member
TERESA MEDEARIS Board Member
HELEN MEYER Board Member
KARL O MILLS Board Member
JUSTIN MOORE Board Member
MARYAM MUDUROGLU Board President
NANCY S MUELLER Board Member
JANET NAPOLITANO Board Member
BEN NELSON Board Member
J BOYCE NUTE Board Member
BERNARD OSHER Board Member
JASON PHILLIPS Board Member
ANNE BRANDEIS POPKIN Board Member
MARY A POWELL Board Member
NORA QUATTRIN Board President
RANDALL REYNOSO Board Member
RICHARD J RIGG PHD Board Member
CP RUSSELL Board Member
BILL RUSSELL-SHAPIRO Board Member
JACK SCHAFER Board Member
RUTH A SHORT Board Member
MRS GEORGE P CHARLOTTE SHULTZ Board Member
WILLIAM R STENSRUD Board Member
MRS DIANNE MARIE TAUBE Board Member
SOO VENKATESAN Board Member
MS BARBARA MOLLER WARD Board Member
MRS DIANE B WILSEY Board Member
BARBARA A WOLFE Board Member
MELINDA YEE FRANKLIN Board Member
S SHARIQ YOSUFZAI Board Member
REID W DENNIS Board President

Tax year 2022

Name Title Phone Email Compensation
MATTHEW SHILVOCK Executive Director 0.5% of Rev
JENNIFER LYNCH Board Member 0.4% of Rev
MICHAEL SIMPSON Treasurer 0.4% of Rev
DAVID KADARAUCH Board Member 0.3% of Rev
DOUGLAS MITCHELL MASTER AUDIO/VIDEO ENGINEER 0.3% of Rev
JENNIFER GOOD Board Member 0.3% of Rev
KYLE POLITE Board Member 0.2% of Rev
GREGORY HENKEL Artistic Director 0.2% of Rev
SHERI GREENAWALD Board Member 0.2% of Rev
ERIC RUBIO CHIEF INFORMATION OFFICER 0.2% of Rev
DARIN BURNETT PRODUCTION STAGE MANAGER 0.2% of Rev
LEE HELMS Board Member 0.2% of Rev
KATHRYN APPLETON Board Member 0.2% of Rev
SUSAN ANDERSON-NORBY Board Member
HELEN BERGGRUEN Board Member
DAWN YATES BLACK Board Member
CLAIRE WRENN BOBROW Board Member
ROMANA BRACCO Board Member
XANADU BRUGGERS Board President
CAROL FRANC BUCK Board Member
JACK CALHOUN Board Member
BARBARA BRUSER CLARK Board President
VALERIE CRANE DORFMAN Board Member
ARIF DAMJI Board Member
JAYNE C DAVIS Board Member
IRA DEARING Board Member
JEROME L DODSON Board Member
CAROL PUCCI DOLL Board Member
DIXON DOLL Board Member
PETER FENTON Board Member
SARAH FENTON Board Member
MARGARITA GANDIA Board Member
SUSAN GRAHAM JOHNSTON Board Member
LOUISE GUND Board Member
JANE M HARTLEY Board Member
I CRAIG HENDERSON MD Board Member
JOHN HENDRICKSON Board Member
DOREEN WOO HO Board Member
CHARLES EDWARD HUDSON III Board Member
SYLVIA HUGHES Board Member
J BURGESS JAMIESON Board Member
TIMOTHY F KAHN Board Member
LAWRENCE A KERN Board Member
MARK R KROLL Board Member
KAREN J KUBIN Board Member
SYLVIA R LINDSEY Board Member
MRS CYNTHIA SNORF LIVERMORE Board Member
HON RICHARD C LIVERMORE Board Member
JAMES PATTERSON MCBAINE Board Member
PATRICK MCCABE Board Member
ANNE G MCWILLIAMS Board Member
TERESA MEDEARIS Board Member
HELEN MEYER Board Member
JUSTIN MOORE Board Member
MARYAM MUDUROGLU Board President
NANCY S MUELLER Board Member
JANET NAPOLITANO Board Member
BEN NELSON Board Member
J BOYCE NUTE Board Member
MASASHI OKA Board Member
BERNARD OSHER Board Member
JASON PHILLIPS Board Member
MARY POLAND 8120-111720 Board President
ANNE BRANDEIS POPKIN Board Member
MARY A POWELL Board Member
RANDALL REYNOSO Board Member
RICHARD J RIGG PHD Board Member
CP RUSSELL Board Member
BILL RUSSELL-SHAPIRO Board Member
JACK SCHAFER Board Member
RUTH A SHORT Board Member
MRS GEORGE P CHARLOTTE SHULTZ Board Member
WILLIAM ROSS STENSRUD Board Member
MRS DIANNE MARIE TAUBE Board Member
MRS DAVID T JOAN TRAITEL Board Member
SOO VENKATESAN Board Member
BARBARA MOLLER WARD Board Member
MRS DIANE B WILSEY Board Member
BARBARA A WOLFE Board Member
MELINDA YEE FRANKLIN Board Member
S SHARIQ YOSUFZAI Board Member
WILLIAM M COUGHRAN JR Treasurer
ROBERT A ELLIS Board President
LISA ERDBERG Board President
KEITH B GEESLIN Board President
JOHN A GUNN OFFICER OF THE BOARD-CHAIRMAN
GEORGE H HUME OFFICER OF THE BOARD-VICE CHAIRMAN
FRANKLIN P JOHNSON JR OFFICER OF THE BOARD-CHAIRMAN EMERITUS
THOMAS A LARSEN Secretary
STEVEN MENZIES OFFICER OF THE BOARD-VICE CHAIRMAN
KARL MILLS OFFICER OF THE BOARD-VICE CHAIRMAN
REID W DENNIS OFFICER OF THE BOARD-CHAIRMAN EMERITUS

Tax year 2021

Name Title Phone Email Compensation
MATTHEW SHILVOCK Executive Director 0.5% of Rev
JENNIFER LYNCH Board Member 0.4% of Rev
MICHAEL T W SIMPSON Treasurer 0.4% of Rev
JENNIFER GOOD Board Member 0.3% of Rev
DOUGLAS MITCHELL MASTER AUDIO/VIDEO ENGINEER 0.3% of Rev
LISA BULLARD LEFT 101719 CHIEF MARKETING OFFICER 0.3% of Rev
DAVID HATCH MASTER CARPENTER 0.3% of Rev
GREGORY HENKEL Artistic Director 0.2% of Rev
LORI HARRISON MASTER OF PROPS 0.2% of Rev
KYLE POLITE Board Member 0.2% of Rev
LEON PARSONS MASTER ELECTRICIAN 0.2% of Rev
KAY STERN ORCHESTRA CONCERTMASTER 0.2% of Rev
LEE HELMS Board Member 0.2% of Rev
ANNE G MCWILLIAMS Board Member
ANNE BRANDEIS POPKIN Board Member
BARBARA BRUSER CLARK10119-73120 Board President
BARBARA A WOLFE Board Member
BARBARA MOLLER WARD Board Member
BEN NELSON Board Member
BERNARD OSHER Board Member
BILL RUSSELL-SHAPIRO Board Member
CP RUSSELL Board Member
CARLYN CLAUSE LEFT 10119 Board President
CAROL FRANC BUCK Board Member
CAROL PUCCI DOLL Board Member
CHARLES EDWARD HUDSON III Board Member
DAWN YATES BLACK Board Member
DIANE B WILSEY Board Member
DIANNE MARIE TAUBE Board Member
DIXON R DOLL Board Member
DOREEN WOO HO Board Member
HELEN BERGGRUEN Board Member
HELEN MEYER Board Member
I CRAIG HENDERSON MD Board Member
IRA DEARING Board Member
J BOYCE NUTE Board Member
J BURGESS JAMIESON Board Member
JACK CALHOUN Board Member
JACK SCHAFER Board Member
JAMES PATTERSON MCBAINE Board Member
JANE M HARTLEY Board Member
JEROME L DODSON Board Member
JOHN HENDRICKSON Board Member
JUSTIN MOORE Board Member
KAREN J KUBIN Board Member
LAWRENCE A KERN Board Member
LOUISE GUND Board Member
MARGARITA GANDIA Board Member
MARK R KROLL Board Member
MARY POLAND Board President
MARY A POWELL Board Member
MASASHI OKA Board Member
MELINDA YEE FRANKLIN Board Member
MRS DAVID T JOAN TRAITEL Board Member
MRS GEORGE P CHARLOTTE SHULTZ Board Member
TERESA MEDEARIS Board Member
MRS PETER W JAYNE DAVIS Board Member
NANCY S MUELLER Board Member
PATRICK MCCABE Board Member
PETER FENTON Board Member
PHILIP M JELLEY Board Member
RANDALL REYNOSO Board Member
RICHARD J RIGG PHD Board Member
ROMANA BRACCO Board Member
RUTH A SHORT Board Member
SALLY FENTON Board Member
S SHARIQ YOSUFZAI Board Member
SHANNON ELIOT LEFT 1120 Board President
SOO VENKATESAN Board Member
SYLVIA HUGHES Board Member
SYLVIA R LINDSEY Board Member
STEPHEN S KAHNG Board Member
SUSAN ANDERSON-NORBY Board Member
SUSAN GRAHAM JOHNSTON Board Member
TIMOTHY BLACKBURN Board Member
TIMOTHY F KAHN Board Member
XANADU BRUGGERS1120-73120 Board President
WILLIAM R STENSRUD Board Member
WILLIAM M COUGHRAN JR Treasurer
ROBERT A ELLIS Board President
LISA ERDBERG Board President
KEITH B GEESLIN Board President
JOHN A GUNN OFFICER OF THE BOARD - CHAIRMAN
GEORGE H HUME OFFICER OF THE BOARD - VICE CHAIRMAN
FRANKLIN P JOHNSON JR OFFICER OF THE BOARD - CHAIRMAN EMERITUS
THOMAS A LARSEN Secretary
STEVEN MENZIES OFFICER OF THE BOARD - VICE CHAIRMAN
KARL O MILLS OFFICER OF THE BOARD - VICE CHAIRMAN
REID W DENNIS OFFICER OF THE BOARD - CHAIRMAN EMERITUS
Officer contact details, exact compensation figures, and active litigation are available to verified members.
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Score breakdown

Score breakdown

Financial resilience
40 / 100
weight 40%
Governance risk
55 / 100
weight 40%
Program scale
60 / 100
weight 20%
Overall
50 / 100
Developing

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

Peer comparison

Compared to 829 other orgs in CA with NTEE prefix A6.

Most-divergent component: program score sits 29 points above the peer median (60 vs. 31).

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

No specific high-impact levers identified — this org's score is balanced across components.

Improving governance is a board decision. These are the levers.