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 1,424 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.