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
46
Score
Governance
55
Score
Financial
30
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
Steady State
Historical Performance
| Year | Revenue | Top Comp | Comp % Rev | Score | Phase Label | Outlook | Details |
|---|---|---|---|---|---|---|---|
| 2023 | — | — | 5.7% | 46 | Financially Distressed | Decline Risk | |
| 2022 | — | — | 4.6% | 49 | Fragile | Recovery | |
| 2021 | — | — | 8.1% | 46 | Fragile | Decline Risk | |
| 2020 | — | — | 5.5% | 52 | Fragile | Stable Watch | |
| 2019 | — | — | 5.5% | 52 | Fragile | Recovery | |
| 2018 | — | — | 2.7% | 51 | Fragile | Recovery | |
| 2017 | — | — | 2.5% | 47 | Financially Distressed | Decline Risk | |
| 2016 | — | — | 3.4% | 51 | Fragile | Stable Watch | |
| 2015 | — | — | 3.0% | 51 | Fragile | Recovery | |
| 2014 | — | — | 1.5% | 45 | Financially Distressed | Decline Risk | |
| 2013 | — | — | 2.1% | 35 | Critical Intervention Needed | Decline Risk | |
| 2012 | — | — | 2.6% | 35 | Financially Distressed | Decline Risk | |
| 2011 | — | — | 1.0% | 37 | Financially Distressed | Stable Watch |
Officer compensation history
Tax year 2023
| Name | Title | Phone | Compensation | |
|---|---|---|---|---|
| JAY XU | Executive Director | 1.9% of Rev | ||
| SARA LEE | CHIEF FINANCIAL OFFICER | 0.8% of Rev | ||
| ROB MINTZ | Board Member | 0.7% of Rev | ||
| BANAFSHEH PERRONE | CHIEF OF STAFF | 0.6% of Rev | ||
| YAEL EYTAN | CHIEF MARKETING & COMMUNICATIONS OFFICER | 0.6% of Rev | ||
| CAROL SHERPA | CONSTRUCTION PROJECT MANAGER | 0.5% of Rev | ||
| FORREST MCGILL | Artistic Director | 0.5% of Rev | ||
| CALEN MCELDOWNEY | Board Member | 0.5% of Rev | ||
| KO KO ZIN | BLDG GRD MAIN SUPERVISOR | 0.5% of Rev | ||
| JODY HART | Board Member | 0.5% of Rev | ||
| FRED M LEVIN | Board President | — | ||
| SALLE YOO | Board President | — | ||
| YOGEN DALAL | Board President | — | ||
| GORRETTI LO LUI | Secretary | — | ||
| KENNETH P WILCOX | Treasurer | — | ||
| AKIKO YAMAZAKI | Board Member | — | ||
| ANN TANENBAUM | Board Member | — | ||
| ANTHONY SUN | Board Member | — | ||
| ANJALI PICAHI | Board Member | — | ||
| CHARLES HUANG | Board Member | — | ||
| CHONG-MOON LEE | Board Member | — | ||
| CHOONGJA MARIA KAHNG | Board Member | — | ||
| CLAUDINE CHENG | Board Member | — | ||
| CORI BATES | Board Member | — | ||
| DIPTI MATHUR | Board Member | — | ||
| DIXON R DOLL | Board Member | — | ||
| EHLER SPLIEDT | Board Member | — | ||
| ELIZA CASH | Board Member | — | ||
| ELLEN BURSTEIN BAUCH | Board Member | — | ||
| FRED EYCHANER | Board Member | — | ||
| HUIFEN CHAN | Board Member | — | ||
| INA GOODWIN TATEUCHI | Board Member | — | ||
| JENNIFER KAO | Board Member | — | ||
| JOHN MAA | Board Member | — | ||
| KAPIL CHHIBBER | Board Member | — | ||
| KIKI KAPANY | Board Member | — | ||
| LATA KRISHNAN | Board Member | — | ||
| LINDA LEI | Board Member | — | ||
| MARSHA VARGAS HANDLEY | Board Member | — | ||
| MARTHA SAM HERTELENDY | Board Member | — | ||
| MICHELE ALIOTO | Board Member | — | ||
| MICHELLE S TAI | Board Member | — | ||
| MIMI GARDNER GATES | Board Member | — | ||
| MINDY LIN SUN | Board Member | — | ||
| NANCI NISHIMURA | Board Member | — | ||
| PEHONG CHEN | Board Member | — | ||
| RICHARD C BLUM | Board Member | — | ||
| RICHARD YEN | Board Member | — | ||
| SANDRA CHEUNG | Board Member | — | ||
| SONGYEE YOON | Board Member | — | ||
| TAO DODSON | Board Member | — | ||
| TIFFANY CHANG | Board Member | — | ||
| TIMOTHY F KAHN | Board Member | — | ||
| TRAVIS KIYOTA | Board Member | — | ||
| VAISHALI CHADHA | Board Member | — | ||
| VASANT PRABHU | Board Member | — | ||
| VIJAY SHRIRAM | Board Member | — |
Tax year 2022
| Name | Title | Phone | Compensation | |
|---|---|---|---|---|
| JAY XU | Board Member | 2.0% of Rev | ||
| SARA LEE | CHIEF FINANCIAL OFFICER | 0.8% of Rev | ||
| ROB MINTZ | DEPUTY DIR. OF ART & PROGRAM | 0.7% of Rev | ||
| BANAFSHEH PERRONE | CHIEF OF STAFF (START 03/21) | 0.6% of Rev | ||
| YAEL EYTAN | CHIEF MARKETING & COMMUNICATIONS OFFICER | 0.6% of Rev | ||
| CAROL SHERPA | CONSTRUCTION PROJECT MANAGER | 0.6% of Rev | ||
| FORREST MCGILL | MANAGER I | 0.5% of Rev | ||
| CALEN MCELDOWNEY | Board Member | 0.5% of Rev | ||
| KO KO ZIN | BUILDINGS & GROUNDS MAINTENANCE S.I. | 0.5% of Rev | ||
| JODY HART | Board Member | 0.5% of Rev | ||
| CATHERINE FINN | CHIEF HR OFFICER (LEFT 01/21) | 0.1% of Rev | ||
| AKIKO YAMAZAKI | Board President | — | ||
| FRED M LEVIN | Board President | — | ||
| TIMOTHY F KAHN | Board President | — | ||
| SALLE YOO | Board President | — | ||
| KUMAR MALAVALLI | Board President | — | ||
| YOGEN DALAL | Board President | — | ||
| GORRETTI LO LUI | Secretary | — | ||
| KENNETH P WILCOX | Treasurer | — | ||
| BETTY N ALBERTS | Board Member | — | ||
| MICHELE ALIOTO | Board Member | — | ||
| NEAERA BAER | Board Member | — | ||
| CORI BATES | Board Member | — | ||
| ELLEN BURSTEIN BAUCH | Board Member | — | ||
| TRISTA BERKOVITZ | Board Member | — | ||
| RICHARD C BLUM | Board Member | — | ||
| ELIZA CASH | Board Member | — | ||
| VAISHALI CHADHA | Board Member | — | ||
| HUIFEN CHAN | Board Member | — | ||
| TIFFANY CHANG | Board Member | — | ||
| JAMIE CHEN | Board Member | — | ||
| CLAUDINE CHENG | Board Member | — | ||
| PEHONG CHEN | Board Member | — | ||
| SANDRA CHEUNG | Board Member | — | ||
| KAPIL CHHIBBER | Board Member | — | ||
| DIXON R DOLL | Board Member | — | ||
| FRED EYCHANER | Board Member | — | ||
| MIMI GARDNER GATES | Board Member | — | ||
| MARSHA VARGAS HANDLEY | Board Member | — | ||
| MARTHA SAM HERTELENDY | Board Member | — | ||
| CHARLES HUANG | Board Member | — | ||
| CHOONGJA MARIA KAHNG | Board Member | — | ||
| JENNIFER KAO | Board Member | — | ||
| TRAVIS KIYOTA | Board Member | — | ||
| LATA KRISHNAN | Board Member | — | ||
| CHONG-MOON LEE | Board Member | — | ||
| LINDA LEI | Board Member | — | ||
| JOHN MAA | Board Member | — | ||
| CONSTANCE C MILLER | Board Member | — | ||
| NANCI NISHIMURA | Board Member | — | ||
| VASANT PRABHU | Board Member | — | ||
| MERRILL RANDOL SHERWIN | Board Member | — | ||
| VIJAY SHRIRAM | Board Member | — | ||
| EHLER SPLIEDT | Board Member | — | ||
| ANTHONY SUN | Board Member | — | ||
| MINDY LIN SUN | Board Member | — | ||
| ANN TANENBAUM | Board Member | — | ||
| INA GOODWIN TATEUCHI | Board Member | — | ||
| NICHOLAS UNKOVIC | Board Member | — | ||
| EMILY WANG | Board Member | — | ||
| RICHARD YEN | Board Member | — | ||
| SONGYEE YOON | Board Member | — |
Tax year 2021
| Name | Title | Phone | Compensation | |
|---|---|---|---|---|
| JAY XU | Board Member | 1.7% of Rev | ||
| NANCY SACKSON | CHIEF PHILANTHROPY OFFICE (LEFT 2/20) | 0.8% of Rev | ||
| JOANNE CHOU | CHIEF FINANCIAL OFFICER (LEFT 9/19) | 0.7% of Rev | ||
| ROB MINTZ | DEPUTY DIR. OF ART & PROGRAM | 0.6% of Rev | ||
| CATHERINE FINN | CHIEF HR OFFICER | 0.5% of Rev | ||
| CAROL SHERPA | CONSTRUCTION PROJECT MANAGER | 0.5% of Rev | ||
| KIMBERLEY BUSH | Board Member | 0.5% of Rev | ||
| BANAFSHEH PERRONE | DEP. CHIEF PHILANTHROPY | 0.5% of Rev | ||
| CALEN MCELDOWNEY | Board Member | 0.5% of Rev | ||
| MARTIN GEIJER | Treasurer | 0.4% of Rev | ||
| YAEL EYTAN | CHIEF MARKETING & COMMUNICATIONS OFFICER (START 7/ | 0.3% of Rev | ||
| AKIKO YAMAZAKI | Board President | — | ||
| LUCY SUN | Board President | — | ||
| TIMOTHY F KAHN | Board President | — | ||
| FRED M LEVIN | Board President | — | ||
| KUMAR MALAVALLI | Board President | — | ||
| GORRETTI LO LUI | Secretary | — | ||
| KENNETH P WILCOX | Treasurer | — | ||
| BETTY N ALBERTS | Board Member | — | ||
| MICHELE ALIOTO | Board Member | — | ||
| NEAERA BAER | Board Member | — | ||
| CORI BATES | Board Member | — | ||
| ELLEN BURSTEIN BAUCH | Board Member | — | ||
| TRISTA BERKOVITZ | Board Member | — | ||
| RICHARD C BLUM | Board Member | — | ||
| ELIZA CASH | Board Member | — | ||
| VAISHALI CHADHA | Board Member | — | ||
| HUIFEN CHAN | Board Member | — | ||
| TIFFANY CHANG | Board Member | — | ||
| JAMIE CHEN | Board Member | — | ||
| CLAUDINE CHENG | Board Member | — | ||
| PEHONG CHEN | Board Member | — | ||
| SANDRA CHEUNG | Board Member | — | ||
| KAPIL CHHIBBER | Board Member | — | ||
| YOGEN DALAL | Board Member | — | ||
| DIXON R DOLL | Board Member | — | ||
| FRED EYCHANER | Board Member | — | ||
| MIMI GARDNER GATES | Board Member | — | ||
| MARSHA VARGAS HANDLEY | Board Member | — | ||
| MARTHA SAM HERTELENDY | Board Member | — | ||
| CHARLES HUANG | Board Member | — | ||
| CHOONGJA MARIA KAHNG | Board Member | — | ||
| JENNIFER KAO | Board Member | — | ||
| LATA KRISHNAN | Board Member | — | ||
| CHONG-MOON LEE | Board Member | — | ||
| JOHN MAA | Board Member | — | ||
| CONSTANCE C MILLER | Board Member | — | ||
| NANCI NISHIMURA | Board Member | — | ||
| ALLISON ROSE | Board Member | — | ||
| LESLIE TANG SCHILLING | Board Member | — | ||
| MERRILL RANDOL SHERWIN | Board Member | — | ||
| VIJAY SHRIRAM | Board Member | — | ||
| ANTHONY SUN | Board Member | — | ||
| ANN TANENBAUM | Board Member | — | ||
| INA GOODWIN TATEUCHI | Board Member | — | ||
| NICHOLAS UNKOVIC | Board Member | — | ||
| EMILY WANG | Board Member | — | ||
| JUDITH F WILBUR | Board Member | — | ||
| RICHARD YEN | Board Member | — | ||
| SALLE YOO | Board Member | — | ||
| SONGYEE YOON | Board Member | — | ||
| SARA LEE | CHIEF FINANCIAL OFFICER (START 4/20) | — |
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Score breakdown
Score breakdown
Financial resilience
30 / 100
weight 40%
Governance risk
55 / 100
weight 40%
Program scale
60 / 100
weight 20%
Overall
46 / 100
Developing
The three components combine into a single 0–100 score weighted as shown. Full methodology →
Peer comparison
Compared to 43 other orgs in CA with NTEE prefix A5.
Most-divergent component: program score sits 17 points above the peer median (60 vs. 43).
5-year trend: Steady State
No extreme longitudinal divergence detected. The organization is maintaining its current operational philosophy.
Overall score has gone from 52 → 46 over 5 years (declining by 6 points).
What's driving this score
- Comp-to-revenue ratio of 5.7% 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.