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
34
Score
Governance
50
Score
Financial
5
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 |
|---|---|---|---|---|---|---|---|
| 2025 | Hidden | Hidden | — | — | Unknown | — | |
| 2024 | Hidden | Hidden | — | — | Unknown | — | |
| 2023 | Hidden | Hidden | 11.4% | 34 | Critical Intervention Needed | Recovery | |
| 2022 | — | — | 15.7% | 31 | Critical Intervention Needed | Recovery | |
| 2021 | — | — | 11.9% | 32 | Critical Intervention Needed | Decline Risk | |
| 2020 | — | — | 9.6% | 32 | Critical Intervention Needed | Recovery | |
| 2019 | — | — | 10.5% | 39 | Fragile | Recovery | |
| 2018 | — | — | 16.0% | 35 | Financially Distressed | Decline Risk | |
| 2017 | — | — | 9.0% | 42 | Fragile | Recovery | |
| 2016 | — | — | 10.8% | 27 | Critical Intervention Needed | Decline Risk | |
| 2015 | — | — | 16.8% | 26 | Critical Intervention Needed | Decline Risk | |
| 2014 | — | — | 9.2% | 37 | Financially Distressed | Recovery | |
| 2013 | — | — | 11.1% | 30 | Critical Intervention Needed | Decline Risk | |
| 2012 | — | — | 6.3% | 36 | Financially Distressed | Decline Risk | |
| 2011 | — | — | 4.6% | 41 | Financially Distressed | Stable Watch |
Officer compensation history
Tax year 2025
| Name | Title | Phone | Compensation | |
|---|---|---|---|---|
| Sean Fenton | Board Member | 11.9% of Rev | ||
| Sean Fenton | Board Member | 11.4% of Rev | ||
| Kevin Kosik | Board President | — | ||
| Sunshine Deffner | Board President | — | ||
| Shafer Mazow | Treasurer | — | ||
| Anne Younan | Secretary | — | ||
| Varun Bhagwan | Board Member | — | ||
| Vivian Gomes | Board Member | — | ||
| Karina Gutierrez | Board Member | — | ||
| Margo Hall | Board Member | — | ||
| Calvin Kai Ku | Board Member | — | ||
| Venus Ke | Board Member | — | ||
| Rachel Mann | Board Member | — | ||
| E Craig Moody | Board Member | — | ||
| Smita Rajmohan | Board Member | — | ||
| Dawn Monique Williams | Board Member | — | ||
| Peter Kuo | Board Member | — | ||
| Kevin Kosik | Board President | — | ||
| Sunshine Deffner | Board President | — | ||
| Shafer Mazow | Treasurer | — | ||
| Varun Bhagwan | Board Member | — | ||
| Ari Lipsky | Board Member | — | ||
| Vivian Gomes | Board Member | — | ||
| Karina Gutierrez | Secretary | — | ||
| Rachel Mann | Board Member | — | ||
| E Craig Moody | Board Member | — | ||
| James Kennedy | Board Member | — | ||
| Smita Rajan | Board Member | — | ||
| Dawn Monique Williams | Board Member | — | ||
| Sara Dean | Board Member | — | ||
| Shireen Husain Wetmore | Board Member | — |
Tax year 2023
| Name | Title | Phone | Compensation | |
|---|---|---|---|---|
| Brad Erickson | Former E.D. | 7.0% of Rev | ||
| Nichole Gantshar | Treasurer | 4.9% of Rev | ||
| Ann Marie Lonsdale | Interim E.D. | 0.9% of Rev | ||
| Anne W Smith | Board President | — | ||
| Janice E Sager | Board President | — | ||
| Shafer Mazow | Treasurer | — | ||
| Anne Younan | Secretary | — | ||
| Gina Baleria | Board Member | — | ||
| Sunshine Deffner | Board Member | — | ||
| Andy Chan Donald | Board Member | — | ||
| Margo Hall | Board Member | — | ||
| Jeanette Harrison | Board Member | — | ||
| Kevin Kosik | Board Member | — | ||
| John Maul | Board Member | — | ||
| Dawn Monique Williams | Board Member | — |
Tax year 2022
| Name | Title | Phone | Compensation | |
|---|---|---|---|---|
| Brad Erickson | Board Member | 10.4% of Rev | ||
| Debbie Chinn | Board President | — | ||
| Andy Chan Donald | Board President | — | ||
| Shafer Mazow | Treasurer | — | ||
| Richard Merrill | Secretary | — | ||
| Dale Albright | Board Member | — | ||
| Gina Baleria | Board Member | — | ||
| Margo Hall | Board Member | — | ||
| Kevin Kosik | Board Member | — | ||
| John Maull | Board Member | — | ||
| Joseph Perla | Board Member | — | ||
| Janice E Sager | Board Member | — | ||
| Anne W Smith | Board Member | — | ||
| Julia Peppard | Board Member | — | ||
| Anne W Smith | Board Member | — | ||
| Nichole Gantshar | Treasurer | — |
Tax year 2021
| Name | Title | Phone | Compensation | |
|---|---|---|---|---|
| Brad Erickson | Board Member | 9.0% of Rev | ||
| Dale Albright | Board Member | 7.2% of Rev | ||
| Julia Peppard | Board Member | — | ||
| Anne W Smith | Board Member | — | ||
| Todd Stein | Board Member | — | ||
| Debbie Chinn | Board President | — | ||
| Andy Chan Donald | Secretary | — | ||
| Janice E Sager | Treasurer | — | ||
| Michelle Honchariw | Board President | — | ||
| Gina Baleria | Board Member | — | ||
| Michael Borque | Board Member | — | ||
| Margo Hall | Board Member | — | ||
| Jennifer King | Board Member | — | ||
| Kevin Kosik | Board Member | — | ||
| Lisa Mallette | Board Member | — | ||
| John Maull | Board Member | — | ||
| Shafer Mazow | Board Member | — | ||
| Richard Merrill | Board Member | — | ||
| Joseph Perla | 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
5 / 100
weight 40%
Governance risk
50 / 100
weight 40%
Program scale
60 / 100
weight 20%
Overall
34 / 100
Priority Review
The three components combine into a single 0–100 score weighted as shown. Full methodology →
Peer comparison
Compared to 12 other orgs in CA with NTEE prefix A0.
Most-divergent component: program score sits 35 points above the peer median (60 vs. 25).
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.
What's driving this score
- Comp-to-revenue ratio of 11.4% 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.