Structural Deficit
Structural Deficit
Market
Archetype
Mechanical
Natural
Tier
Priority Review
Trajectory Thumbprint
Structural Deficit
What does this mean?
Persistently low financial health over 5 years despite strong programmatic output. They are borrowing from their future (or bleeding an endowment) to pay for today's programs.
The Path Forward
The Truth-Teller
Forces necessary, painful cuts to preserve the core. It demands that the organization stop borrowing from its future and align its current programmatic output with actual sustainable revenue.
The Truth-Teller
Institutional Health Scores
5-yr trend: Structural Deficit ↑
Overall
35
Score
Governance
58
Score
Financial
0
Score
Program
60
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
Structural Deficit
Historical Performance
| Year | Revenue | Top Comp | Comp % Rev | Score | Phase Label | Outlook | Details |
|---|---|---|---|---|---|---|---|
| 2023 | — | — | 3.6% | 35 | Financially Distressed | Stable Watch | |
| 2022 | — | — | 3.4% | 35 | Financially Distressed | Stable Watch | |
| 2021 | — | — | 9.0% | 34 | Critical Intervention Needed | Decline Risk | |
| 2020 | — | — | 7.1% | 34 | Critical Intervention Needed | Decline Risk | |
| 2019 | — | — | 6.9% | 34 | Critical Intervention Needed | Decline Risk | |
| 2018 | — | — | 4.0% | 35 | Financially Distressed | Decline Risk | |
| 2017 | — | — | 4.6% | 35 | Financially Distressed | Stable Watch | |
| 2016 | — | — | 4.1% | 35 | Financially Distressed | Stable Watch | |
| 2015 | — | — | 4.9% | 35 | Financially Distressed | Decline Risk | |
| 2014 | — | — | 4.4% | 35 | Financially Distressed | Decline Risk | |
| 2013 | — | — | 3.7% | 35 | Financially Distressed | Stable Watch | |
| 2012 | — | — | 3.7% | 35 | Financially Distressed | Stable Watch | |
| 2011 | — | — | 3.7% | 35 | Financially Distressed | Stable Watch |
Officer compensation history
Tax year 2023
| Name | Title | Phone | Compensation | |
|---|---|---|---|---|
| HELGI TOMASSON THRU 0622 | Artistic Director | 1.1% of Rev | ||
| KELLY H TWEEDDALE | FORMER EXECUTIVE DIR (THRU 06/21) | 0.8% of Rev | ||
| DANIELLE ST GERMAIN | Executive Director | 0.6% of Rev | ||
| MARTIN WEST | Board Member | 0.4% of Rev | ||
| MURRAY BOGNOVITZ | Board Member | 0.4% of Rev | ||
| ROBERT H FORE III | CHIEF FINANCIAL OFFICER | 0.3% of Rev | ||
| PATRICK ARMAND GONTARD | DIR OF SAN FRANCISCO BALLET SCHOOL | 0.3% of Rev | ||
| DEBRA ANN BERNARD | GENERAL MANAGER (THRU 10/21) | 0.3% of Rev | ||
| FRANCES FLAHERTY | PRINCIPAL DANCER | 0.3% of Rev | ||
| SASHA E DE SOLA | PRINCIPAL DANCER | 0.3% of Rev | ||
| ANGELO GRECO | PRINCIPAL DANCER | 0.3% of Rev | ||
| JOLA ANDERSON | Board Member | — | ||
| KRISTEN A AVANSINO | Board Member | — | ||
| RICHARD C BARKER | Board Member | — | ||
| KAREN S BERGMAN | Board Member | — | ||
| LYDIA BERGMAN | Board Member | — | ||
| GARY BRIDGE | Board Member | — | ||
| CHRISTINE LEONG CONNORS | Board Member | — | ||
| DAVID C COX | Board Member | — | ||
| LISA DANIELS | Board Member | — | ||
| SUSAN P DIEKMAN | Board Member | — | ||
| SHELBY M GANS | Board Member | — | ||
| DR RICHARD GIBBS | Board Member | — | ||
| BETH GROSSMAN | Board Member | — | ||
| MONICA L GROSSMAN | Board Member | — | ||
| THOMAS E HORN | Board Member | — | ||
| HIRO IWANAGA | Board Member | — | ||
| DR THOMAS M JACKSON | Board Member | — | ||
| JAYSON JOHNSON | Board Member | — | ||
| JAMES C KATZMAN | Board Member | — | ||
| YASUNOBU KYOGOKU | Board Member | — | ||
| KELSEY LAMOND | Board Member | — | ||
| ROBERT LEE-RUIZ | Board Member | — | ||
| BRENDA LEFF | Board Member | — | ||
| MARIE O'GARA LIPMAN | Board Member | — | ||
| DAVID LYON | Board Member | — | ||
| ALISON MAUZE | Board Member | — | ||
| MARISSA MAYER | Board Member | — | ||
| JEFF MINICK | Board Member | — | ||
| JOHN S OSTERWEIS | Board Member | — | ||
| JOHN T PALMER | Board Member | — | ||
| YURIE PASCARELLA | Board Member | — | ||
| FRITZ QUATTLEBAUM | Board Member | — | ||
| CHRISTINE RUSSELL | Board Member | — | ||
| RANDEE SEIGER | Board Member | — | ||
| CHRISTINE E SHERRY | Board Member | — | ||
| CHARLOTTE MAILIARD SHULZ | Board Member | — | ||
| CATHERINE SLAVONIA | Board Member | — | ||
| DAVID HOOKER SPENCER | Board Member | — | ||
| FRAN A STREETS | Board Member | — | ||
| JULIE SUPAN | Board Member | — | ||
| JUDY C SWANSON | Board Member | — | ||
| RICHARD J THALHEIMER | Board Member | — | ||
| JENNIFER M WALSKE | Board Member | — | ||
| TIMOTHY C WU | Board Member | — | ||
| LAREINA YEE | Board Member | — | ||
| ZHENYA YODER | Board Member | — | ||
| JANICE HANSEN ZAKIN | Board Member | — | ||
| SONIA H EVERS | Board President | — | ||
| ROBERT G SHAW | Board President | — | ||
| CARL F PASCARELLA | Board President | — | ||
| JAMES H HERBERT II | Board President | — | ||
| LUCY JEWETT | Board President | — | ||
| DIANE B WILSEY | Board President | — | ||
| JENNIFER J MCCALL | Secretary | — | ||
| SUSAN S BRIGGS | Secretary | — | ||
| NANCY KUKACKA | Treasurer | — |
Tax year 2022
| Name | Title | Phone | Compensation | |
|---|---|---|---|---|
| HELGI TOMASSON | Artistic Director | 1.0% of Rev | ||
| KELLY TWEEDDALE | Executive Director | 0.6% of Rev | ||
| DANIELLE M GORDON | CHIEF DEV. OFF/EXEC. DIR (AS OF 6/21) | 0.5% of Rev | ||
| MARTIN WEST | Board Member | 0.4% of Rev | ||
| JULIE BUTT | DIR MARKETING & COMM (THRU 02/21) | 0.4% of Rev | ||
| CORDULA MERKS | ORCHESTRA MUSICIAN | 0.3% of Rev | ||
| MURRAY BOGNOVITZ | Board Member | 0.3% of Rev | ||
| DEBRA ANN BERNARD | GENERAL MANAGER | 0.3% of Rev | ||
| KRISTIN M KLINGVALL | CONTROLLER | 0.3% of Rev | ||
| PATRICK ARMAND | DIR OF SAN FRANCISCO BALLET SCH. | 0.3% of Rev | ||
| ANDREA YANNONE | DIR EDUCATION & TRNG (THRU 12/20) | 0.3% of Rev | ||
| CHRISTOPHER L DENNIS | Board Member | 0.2% of Rev | ||
| ROBERT H FORE III | CHIEF FINANCIAL OFFICER | 0.2% of Rev | ||
| SONIA H EVERS | Board President | — | ||
| ROBERT G SHAW | Board President | — | ||
| CARL F PASCARELLA | Board President | — | ||
| JAMES H HERBERT II | Board President | — | ||
| LUCY JEWETT | Board President | — | ||
| DIANE B WILSEY | Board President | — | ||
| NANCY KUKACKA | Treasurer | — | ||
| JENNIFER J MCCALL | Secretary | — | ||
| SUSAN S BRIGGS | Secretary | — | ||
| JOLA ANDERSON | Board Member | — | ||
| KRISTEN A AVANSINO | Board Member | — | ||
| RICHARD C BARKER | Board Member | — | ||
| KAREN S BERGMAN | Board Member | — | ||
| LYDIA BERGMAN | Board Member | — | ||
| GARY BRIDGE | Board Member | — | ||
| CHRISTINE LEONG CONNORS | Board Member | — | ||
| DAVID C COX | Board Member | — | ||
| LISA DANIELS | Board Member | — | ||
| SUSAN P DIEKMAN | Board Member | — | ||
| SHELBY M GANS | Board Member | — | ||
| DR RICHARD GIBBS | Board Member | — | ||
| BETH GROSSMAN | Board Member | — | ||
| MONICA L GROSSMAN | Board Member | — | ||
| THOMAS E HORN | Board Member | — | ||
| HIRO IWANAGA | Board Member | — | ||
| DR THOMAS M JACKSON | Board Member | — | ||
| JAYSON JOHNSON | Board Member | — | ||
| JAMES C KATZMAN | Board Member | — | ||
| YASUNOBU KYOGOKU | Board Member | — | ||
| KELSEY LAMOND | Board Member | — | ||
| ROBERTO LEE-RUIZ | Board Member | — | ||
| BRENDA LEFF | Board Member | — | ||
| MARIE O'GARA LIPMAN | Board Member | — | ||
| ALISON MAUZE | Board Member | — | ||
| MARISSA MAYER | Board Member | — | ||
| JEFF MINICK | Board Member | — | ||
| JOHN S OSTERWEIS | Board Member | — | ||
| JOHN T PALMER | Board Member | — | ||
| YURIE PASCARELLA | Board Member | — | ||
| FRITZ QUATTLEBAUM | Board Member | — | ||
| CHRISTINE RUSSELL | Board Member | — | ||
| RANDEE SEIGER | Board Member | — | ||
| CHRISTINE E SHERRY | Board Member | — | ||
| CHARLOTTE MAILLIARD SHULTZ | Board Member | — | ||
| CATHERINE SLAVONIA | Board Member | — | ||
| DAVID HOOKER SPENCER | Board Member | — | ||
| FRAN A STREETS | Board Member | — | ||
| JUDY C SWANSON | Board Member | — | ||
| RICHARD J THALHEIMER | Board Member | — | ||
| JENNIFER WALSKE | Board Member | — | ||
| TIMOTHY C WU | Board Member | — | ||
| ZHENYA YODER | Board Member | — | ||
| JANICE HANSEN ZAKIN | Board Member | — |
Tax year 2021
| Name | Title | Phone | Compensation | |
|---|---|---|---|---|
| Helgi Tomasson | Artistic Director | 1.3% of Rev | ||
| Danielle M Gordon | Chief Development Officer | 0.6% of Rev | ||
| Glenn McCoy | Executive Director | 0.4% of Rev | ||
| Kevin Mohr | Chief Financial Officer (through 4/2020) | 0.4% of Rev | ||
| Martin West | Board Member | 0.4% of Rev | ||
| Julie Butt | Board Member | 0.4% of Rev | ||
| Yuan Yuan Tan | Principal Dancer | 0.4% of Rev | ||
| Debra Ann Bernard | General Manager | 0.3% of Rev | ||
| Frances Flaherty | Principal Dancer | 0.3% of Rev | ||
| Murray Bognovitz | Board Member | 0.3% of Rev | ||
| Cordula Merks | Orchestra Musician | 0.3% of Rev | ||
| Anne-Sophie Sylve | Principal Dancer | 0.3% of Rev | ||
| Andrea Yannone | Board Member | 0.3% of Rev | ||
| Kelly Tweeddale | Executive Director | 0.3% of Rev | ||
| Sonia H Evers | Board President | — | ||
| Robert G Shaw | Board President | — | ||
| Carl F Pascarella | Board President | — | ||
| Margaret G Gill | Board President | — | ||
| James H Herbert II | Board President | — | ||
| Lucy Jewett | Board President | — | ||
| James D Marver | Board President | — | ||
| Diane B Wilsey | Board President | — | ||
| Nancy Kukacka | Treasurer | — | ||
| Jennifer J McCall | Secretary | — | ||
| Susan S Briggs | Secretary | — | ||
| Jola Anderson | Board Member | — | ||
| Kristen A Avansino | Board Member | — | ||
| Richard C Barker | Board Member | — | ||
| Karen S Bergman | Board Member | — | ||
| Lydia Bergman | Board Member | — | ||
| Gary Bridge | Board Member | — | ||
| Christine Leong Connors | Board Member | — | ||
| David C Cox | Board Member | — | ||
| Lisa Daniels | Board Member | — | ||
| Susan P Diekman | Board Member | — | ||
| Shelby M Gans | Board Member | — | ||
| Joseph C Geagea | Board Member | — | ||
| Dr Richard Gibbs | Board Member | — | ||
| Beth Grossman | Board Member | — | ||
| Patrick M Hogan | Board Member | — | ||
| Thomas E Horn | Board Member | — | ||
| Hiro Iwanaga | Board Member | — | ||
| Dr Thomas M Jackson | Board Member | — | ||
| Elaine Kartalis | Board Member | — | ||
| James C Katzman | Board Member | — | ||
| Yasunobu Kyogoku | Board Member | — | ||
| Kelsey Lamond | Board Member | — | ||
| Brenda Leff | Board Member | — | ||
| Marie O'Gara Lipman | Board Member | — | ||
| Alison Mauze | Board Member | — | ||
| Marissa Mayer | Board Member | — | ||
| Jeff Minick | Board Member | — | ||
| John S Osterweis | Board Member | — | ||
| John T Palmer | Board Member | — | ||
| Fritz Quattlebaum | Board Member | — | ||
| Christine Russell | Board Member | — | ||
| Randee Seiger | Board Member | — | ||
| Christine E Sherry | Board Member | — | ||
| Charlotte Mailliard Shultz | Board Member | — | ||
| Catherine Slavonia | Board Member | — | ||
| David Hooker Spencer | Board Member | — | ||
| Fran A Streets | Board Member | — | ||
| Judy C Swanson | Board Member | — | ||
| Richard J Thalheimer | Board Member | — | ||
| Miles Archer Woodlief | Board Member | — | ||
| Timothy C Wu | Board Member | — | ||
| Zhenya Yoder | Board Member | — | ||
| Janice Hansen Zakin | Board Member | — | ||
| Robert H Fore III | Chief Financial Officer (as Of 6/2020) | — |
Officer contact details, exact compensation figures, and active litigation are available to verified members.
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Score breakdown
Score breakdown
Financial resilience
0 / 100
weight 40%
Governance risk
58 / 100
weight 40%
Program scale
60 / 100
weight 20%
Overall
35 / 100
Priority Review
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: financial score sits 33 points below the peer median (0 vs. 33).
5-year trend: Structural Deficit
Persistently low financial health over 5 years despite strong programmatic output. They are borrowing from their future (or bleeding an endowment) to pay for today's programs.
Overall score has gone from 34 → 35 over 5 years (improving by 1 points).
What's driving this score
- Comp-to-revenue ratio of 3.6% sits within the sector's healthy band (18–22%).
- 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:
- 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.