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
45
Score
Governance
50
Score
Financial
50
Score
Program
45
Score

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 Hidden Hidden 45 Fragile Gov Risk
2022 9.5% 43 Fragile Recovery
2021 14.5% 30 Critical Intervention Needed Decline Risk
2020 8.9% 46 Fragile Stable Watch
2019 5.0% 48 Fragile Recovery
2018 45 Fragile Stable Watch
2017 45 Fragile Stable Watch
2016 45 Fragile Stable Watch
2015 45 Fragile Decline Risk
2014 49 Fragile Recovery
2013 41 Fragile Stable Watch
2012 41 Fragile Stable Watch
2011 41 Fragile Stable Watch

Officer compensation history

Tax year 2023

Name Title Phone Email Compensation
Barbara Clark Executive Dir. 5.9% of Rev
MICHAEL ADAMS Board President
DOUG VOLZ Board Member
SUSAN KRONES Secretary
LAURA SAMMELL Treasurer
BARBARA FUNKE Board Member
LINDA KELLY Communications
SHELBY POSADA Board Member
GEORGINA MARIE Board Member
LISA KAPLAN Board Member
DANA ADAMS Board President

Tax year 2022

Name Title Phone Email Compensation
Barbara Clark Executive Dir. 7.4% of Rev
MICHAEL ADAMS Board President
DOUG VOLZ Board President
SUSAN KRONES Secretary
LAURA SAMMELL Treasurer
BARBARA FUNKE Board Member
LINDA KELLY Board Member
SHELBY POSADA Board Member
GEORGINA MARIE Board Member
LISA KAPLAN Board Member
DANA ADAM Board Member

Tax year 2021

Name Title Phone Email Compensation
Barbra Clarke Executive Director 5.9% of Rev
Jane Alameda Board Member
Linda Kelly Board Member
Barbara Funke Board Member
Betty Lou Board Member
Carmon Brittan Treasurer
Bob Carpenter Board President
Shelby Posada Vice President
Susan Krones Secretary
Michael Adams 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
50 / 100
weight 40%
Governance risk
50 / 100
weight 40%
Program scale
45 / 100
weight 20%
Overall
45 / 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 16 points above the peer median (50 vs. 34).

5-year trend: Steady State

No extreme longitudinal divergence detected. The organization is maintaining its current operational philosophy.

Overall score has gone from 48 → 45 over 5 years (declining by 3 points).

What's driving this score

What would change this score

The two changes that would most improve this score:

  1. Stabilize program expenses or grow earned-income revenue to break the consecutive-deficit pattern (~8 points to financial score).

Improving governance is a board decision. These are the levers.