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
Institutional Health Scores
5-yr trend: Steady State ↑
Overall
42
Score
Governance
50
Score
Financial
25
Score
Program
45
Score
Title
-
Institutions
-
Avg Revenue
-
Risk Profile
Representative Institutions
Institutional Epochs
2013
2014
2015
2016
2017
2018
2019
2020
2021
2022
2023
2024
2025
Financial Era
Governance Era
Trajectory Era
Steady State
Historical Performance
| Year | Revenue | Top Comp | Comp % Rev | Score | Phase Label | Outlook | Details |
|---|---|---|---|---|---|---|---|
| 2025 | Hidden | Hidden | — | — | Unknown | — | |
| 2024 | — | — | — | 42 | Financially Distressed | Recovery | |
| 2023 | — | — | — | 37 | Financially Distressed | Decline Risk | |
| 2022 | — | — | — | 37 | Financially Distressed | Decline Risk | |
| 2021 | — | — | — | 52 | Fragile | Recovery | |
| 2020 | — | — | 45.8% | 35 | Critical Intervention Needed | Gov Risk | |
| 2019 | — | — | 29.0% | 40 | Governance-Stressed | Recovery | |
| 2018 | — | — | 23.5% | 33 | Critical Intervention Needed | Gov Risk | |
| 2017 | — | — | 12.9% | 46 | Fragile | Recovery | |
| 2016 | — | — | 9.8% | 40 | Fragile | Recovery | |
| 2015 | — | — | 20.4% | 33 | Critical Intervention Needed | Decline Risk | |
| 2014 | — | — | 15.3% | 39 | Financially Distressed | Stable Watch |
Officer compensation history
Tax year 2025
| Name | Title | Phone | Compensation | |
|---|---|---|---|---|
| ALLYSON SPENCE | Board President | — | ||
| IHSIEN LEE | Secretary | — | ||
| MAGGIE TAN | Treasurer | — | ||
| VANJA DOUGLAS | FUNDRAISING COMM | — | ||
| KAOFU LAI | Treasurer | — | ||
| SHOBA SUBRAMANIAN | OUTREACH COMMITTEE | — | ||
| LISA LAANE | FUNDRAISING COMM | — | ||
| CAROL YANG | PUBLICITY COMM | — | ||
| SHARON NG | OUTREACH COMMITTEE | — | ||
| DANIEL SWARTZ | OUTREACH COMMITTEE | — | ||
| YAN SUN | OUTREACH COMMITTEE | — | ||
| PETYA HRISTOVA | OUTREACH COMMITTEE | — | ||
| BERNARD HUANG | PUBLICITY COMMITTEE | — |
Tax year 2023
| Name | Title | Phone | Compensation | |
|---|---|---|---|---|
| NARAYANI NAGANATHAN | TOUR | — | ||
| MARIKO YANG | TOUR | — | ||
| SELINA MAK | VOLUNTEER COORDINATOR | — | ||
| DEBORAH SIMON | Board Member | — | ||
| AMY KUAN | Board President | — | ||
| BERNIE MEYLER | Board President | — | ||
| JIM ZEHNDER | Board President | — | ||
| CYNTHIA HAO | Treasurer | — | ||
| JEN GLOS | Secretary | — | ||
| DANIEL SWARTZ | ALUMNI OUTREACH | — | ||
| MICHAEL FLEXER | ACTIVIST | — | ||
| CARY CHIN | ENSEMBLE COORDINATOR | — | ||
| PETYA HRISTOVA | FUNDRAISING | — | ||
| LISA LAANE | FUNDRAISING | — | ||
| ANU ARSALO | Board President | — | ||
| ALLYSON SPENCE | NOMINATIONS & SOCIAL EVENT | — | ||
| JUNCO MINAMI | PUBLICITY & OUTREACH | — | ||
| VIVIAN KWON | TOUR | — | ||
| JUNCO MINAMI | TOUR | — |
Tax year 2022
| Name | Title | Phone | Compensation | |
|---|---|---|---|---|
| MICHELLE BALDONADO | Board President | — | ||
| JIM ZEHNDER | Board President | — | ||
| CYNTHIA HAO | Treasurer | — | ||
| AMY KUAN | Secretary | — | ||
| DANIEL SWARTZ | ALUMNI OUTREACH | — | ||
| CARY CHIN | ENSEMBLES COORDINATOR | — | ||
| JEN GLOS | FUNDRAISING | — | ||
| PETYA HRISTOVA | FUNDRAISING | — | ||
| JUNCO MINAMI | FUNDRAISING | — | ||
| ANU ARSALO | Board President | — | ||
| BERNADETTE MEYLER | NOMINATIONS & SOCIAL EVENTS | — | ||
| MICHAEL FLEXER | PACO ACTIVIST | — | ||
| JOHN LIU | PUBLICITY & MARKETING | — | ||
| NARAYANI NAGANATHAN | TOUR | — | ||
| MARIKO YANG | TOUR | — | ||
| SELINA MAK AU | VOLUNTEER COORDINATOR | — | ||
| BILL HARRIS | Board Member | — | ||
| DEBORAH SIMON | Board Member | — |
Tax year 2021
| Name | Title | Phone | Compensation | |
|---|---|---|---|---|
| BENJAMIN SIMON | Board Member | 18.8% of Rev | ||
| WILL BETTS | ADMIN MANAGER | 14.0% of Rev | ||
| MICHELLE BALDONADO | Board President | — | ||
| JIM ZEHNDER | Board President | — | ||
| BILL HARRIS | Treasurer | — | ||
| AMY KUAN | Secretary | — | ||
| DANIEL SWARTZ | ALUMNI OUTREACH | — | ||
| MARIKO YANG | FUNDRAISING | — | ||
| NARAYANI NAGANATHAN | FUNDRAISING | — | ||
| RON HO | FUNDRAISING | — | ||
| ANU ARSALO | Board President | — | ||
| CARY CHIN | ENSEMBLES COORDINATOR | — | ||
| JEN GLOS | Board President | — | ||
| MICHAEL FLEXER | PACO ACTIVIST | — | ||
| JUNCO MINAMI | Board President | — | ||
| SELINA MAK AU | VOLUNTEER COORDINATOR | — | ||
| DEBORAH SIMON | Board Member | — | ||
| MONICA HARTE | ADMIN MANAGER | — |
Officer contact details, exact compensation figures, and active litigation are available to verified members.
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Score breakdown
Score breakdown
Financial resilience
25 / 100
weight 40%
Governance risk
50 / 100
weight 40%
Program scale
45 / 100
weight 20%
Overall
42 / 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: program score sits 14 points above the peer median (45 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
- All-volunteer org with no paid officers — governance signal is neutral (default 50), not absent.
- 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.