Steady State
Steady State
Steady State Market Archetype Mechanical Natural
Tier
Stable
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
50
Score
Financial
65
Score
Program
15
Score

Institutional Epochs

2011
2012
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 Hidden Hidden 50 Fragile Recovery
2023 61 Stable Stable Watch
2022 54 Fragile Recovery
2021 47 Fragile Decline Risk
2020 52 Fragile Recovery
2019 43 Fragile Recovery
2018 39 Financially Distressed Decline Risk
2017 45 Fragile Decline Risk
2016 47 Fragile Recovery
2015 39 Financially Distressed Decline Risk
2014 41 Fragile Stable Watch
2013 41 Fragile Recovery
2012 39 Fragile Stable Watch

Officer compensation history

Tax year 2025

Name Title Phone Email Compensation
Ruth Updegraff Board President
Carol Panofsky Board President
Ken Lyons Secretary
Thien Ho Board Member
Laura McShane Board Member
Zak Bauman Board Member
Helene Milner Board Member
Phill Williams Treasurer

Tax year 2023

Name Title Phone Email Compensation
Ruth Updegraff Board President
Helene Milner Board President
Ken Lyons Secretary
Beth Hollenbeck Board Member
Laura McShane Board Member
Carol Panofsky Treasurer
Thien Ho Board Member
Phill Williams Board Member

Tax year 2021

Name Title Phone Email Compensation
Ruth Updegraff Board President
Carol Panofsky Board President
Ken Lyons Secretary
Beth Hollenbeck Board Member
Laura McShane Board Member
Helene Milner Board Member
Officer contact details, exact compensation figures, and active litigation are available to verified members.
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Score breakdown

Score breakdown

Financial resilience
65 / 100
weight 40%
Governance risk
50 / 100
weight 40%
Program scale
15 / 100
weight 20%
Overall
50 / 100
Stable

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

Peer comparison

Compared to 171 other orgs in CA with NTEE prefix A2.

Most-divergent component: financial score sits 31 points above the peer median (65 vs. 34).

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.