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
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 |
|---|---|---|---|---|---|---|---|
| 2025 | Hidden | Hidden | — | — | Unknown | — | |
| 2024 | Hidden | Hidden | — | — | Unknown | — | |
| 2023 | Hidden | Hidden | 11.2% | 42 | Fragile | Recovery | |
| 2022 | — | — | — | 41 | Financially Distressed | Recovery | |
| 2021 | — | — | 14.4% | 42 | Fragile | Stable Watch | |
| 2020 | — | — | 14.4% | 39 | Fragile | Recovery | |
| 2019 | — | — | 7.5% | 40 | Financially Distressed | Recovery | |
| 2018 | — | — | 7.1% | 36 | Financially Distressed | Decline Risk | |
| 2017 | — | — | 6.6% | 40 | Financially Distressed | Stable Watch | |
| 2016 | — | — | 6.6% | 40 | Financially Distressed | Stable Watch | |
| 2015 | — | — | 7.0% | 40 | Financially Distressed | Stable Watch | |
| 2014 | — | — | 7.2% | 40 | Financially Distressed | Recovery | |
| 2013 | — | — | 7.5% | 38 | Financially Distressed | Decline Risk | |
| 2012 | — | — | 7.5% | 40 | Financially Distressed | Recovery | |
| 2011 | — | — | 8.1% | 38 | Financially Distressed | Recovery | |
| 2010 | — | — | 10.8% | 29 | Critical Intervention Needed | Stable Watch |
Officer compensation history
Tax year 2025
| Name | Title | Phone | Compensation | |
|---|---|---|---|---|
| Elizabeth Luke Thottam | Executive Dir. | 12.4% of Rev | ||
| Elizabeth Thottam | Executive Dir. | 11.1% of Rev | ||
| Terrence Brewer | Secretary | 0.1% of Rev | ||
| Joi Rhone | Board President | — | ||
| Flora Zambakari | Board President | — | ||
| Jordan Perlman | Board President | — | ||
| Kathryn Nobrega | Board President | — | ||
| Russ Taylor Esq | Secretary | — | ||
| Kenya Moses | Treasurer | — | ||
| Shruti Bhutani Arora | Board Member | — | ||
| Laura Anderson | Board Member | — | ||
| Charles Brack | Board Member | — | ||
| Jim Callahan | Board Member | — | ||
| Tracy Cruz | Board Member | — | ||
| Marty Kaplan Ph D | Board Member | — | ||
| Jules Kragen Esq | Board Member | — | ||
| Julian Lute | Board Member | — | ||
| Priscilla Rice | Board Member | — | ||
| Linda Shear | Board Member | — | ||
| Terrence Brewer | Board President | — | ||
| Kellie Morlock | Board President | — | ||
| Kathryn Nobrega | Board President | — | ||
| Hardik Kheskani | Secretary | — | ||
| Adrianne Batiste | Treasurer | — | ||
| Mariah Fairley | Secretary | — | ||
| Kenya Moses | Secretary | — | ||
| Marty Kaplan PhD | Board Member | — | ||
| Laura Anderson | Board Member | — | ||
| Jesse Engel | Board Member | — | ||
| Michael Gill | Board Member | — | ||
| Alison Schmitt | Board Member | — | ||
| Seth Ducey | Board Member | — | ||
| Natalie Jacob | Board Member | — | ||
| Tom Gregory | Board Member | — | ||
| Jim Callahan | Board Member | — | ||
| Julian Lute | Board Member | — | ||
| Linda Shear | Board Member | — |
Tax year 2023
| Name | Title | Phone | Compensation | |
|---|---|---|---|---|
| LYZ LUKE | Executive Director | — | ||
| JOI RHONE | Board President | — | ||
| FLORA ZAMBAKARI | Board President | — | ||
| RUSS TAYLOR | Secretary | — | ||
| SHRUTI BHUTANI ARORA ESQ | Board Member | — | ||
| CHARLES BRACK | Board President | — | ||
| JIM CALLAHAN | Board Member | — | ||
| MARTY KAPLAN | Board Member | — | ||
| JULES KRAGEN | Board Member | — | ||
| JULIAN LUTE | Board Member | — | ||
| JORDAN PERLMAN | Board Member | — | ||
| PRISCILLA RICE | Board Member | — |
Tax year 2022
| Name | Title | Phone | Compensation | |
|---|---|---|---|---|
| STACEY HOFFMAN | Executive Director | 7.5% of Rev | ||
| STACEY HOFFMAN | Executive Director | 7.5% of Rev | ||
| STACEY HOFFMAN | Executive Director | 6.6% of Rev | ||
| STACEY HOFFMAN | Executive Director | 6.3% of Rev | ||
| JULES KRAGEN | Board Member | — | ||
| RUSS TAYLOR | Secretary | — | ||
| CHARLES BRACK | Board President | — | ||
| JIM CALLAHAN | Board Member | — | ||
| MARTY KAPLAN | Board Member | — | ||
| JULIAN LUTE | Board Member | — | ||
| PRISCILLA RICE | Board Member | — | ||
| FLORA ZAMBAKARI | Board Member | — | ||
| SHRUTI BHUTANI ARORA ESQ | Board Member | — | ||
| JOI RHONE | Board President | — | ||
| JULES KRAGEN | Board Member | — | ||
| RUSS TAYLOR | Secretary | — | ||
| CHARLES BRACK | Board Member | — | ||
| JIM CALLAHAN | Board Member | — | ||
| MARTY KAPLAN | Board Member | — | ||
| JULIAN LUTE | Board Member | — | ||
| MELISSA O'KEEFE | Board President | — | ||
| JORDAN PERLMAN | Board President | — | ||
| PRISCILLA RICE | Board Member | — | ||
| CHRIS TATAROWICZ | Board Member | — | ||
| LAUREN ANDERSON | Board Member | — | ||
| CAROLINE COOPER | Treasurer | — | ||
| FLORA ZAMBAKARI | Board Member | — | ||
| NAINESH RAMJEE | Board Member | — | ||
| JULES KRAGEN | Board Member | — | ||
| RUSS TAYLOR | Secretary | — | ||
| CHARLES BRACK | Board President | — | ||
| JIM CALLAHAN | Board Member | — | ||
| MARTY KAPLAN | Board Member | — | ||
| JULIAN LUTE | Board Member | — | ||
| JORDAN PERLMAN | Board President | — | ||
| PRISCILLA RICE | Board Member | — | ||
| CHRIS TATAROWICZ | Board Member | — | ||
| LAURA ANDERSON | Board Member | — | ||
| CAROLINE COOPER | Treasurer | — | ||
| FLORA ZAMBAKARI | Board Member | — | ||
| NAINESH RAMJEE | Board Member | — | ||
| SHRUTI BHUTANI ARORA ESQ | Board Member | — | ||
| JOI RHONE | Board Member | — | ||
| JULES KRAGEN | Board Member | — | ||
| RUSS TAYLOR | Secretary | — | ||
| CHARLES BRACK | Board President | — | ||
| JIM CALLAHAN | Board Member | — | ||
| MARTY KAPLAN | Board Member | — | ||
| JULIAN LUTE | Board Member | — | ||
| PRISCILLA RICE | Board Member | — | ||
| FLORA ZAMBAKARI | Board Member | — | ||
| SHRUTI BHUTANI ARORA ESQ | Board Member | — | ||
| JOI RHONE | Board President | — |
Tax year 2021
| Name | Title | Phone | Compensation | |
|---|---|---|---|---|
| STACEY HOFFMAN | Executive Director | 6.6% of Rev | ||
| STACEY HOFFMAN | Executive Director | 6.3% of Rev | ||
| JULES KRAGEN | Board Member | — | ||
| RUSS TAYLOR | Secretary | — | ||
| CHARLES BRACK | Board Member | — | ||
| JIM CALLAHAN | Board Member | — | ||
| MARTY KAPLAN | Board Member | — | ||
| JULIAN LUTE | Board Member | — | ||
| MELISSA O'KEEFE | Board President | — | ||
| JORDAN PERLMAN | Board President | — | ||
| PRISCILLA RICE | Board Member | — | ||
| CHRIS TATAROWICZ | Board Member | — | ||
| LAUREN ANDERSON | Board Member | — | ||
| CAROLINE COOPER | Treasurer | — | ||
| FLORA ZAMBAKARI | Board Member | — | ||
| NAINESH RAMJEE | Board Member | — | ||
| JULES KRAGEN | Board Member | — | ||
| RUSS TAYLOR | Secretary | — | ||
| CHARLES BRACK | Board President | — | ||
| JIM CALLAHAN | Board Member | — | ||
| MARTY KAPLAN | Board Member | — | ||
| JULIAN LUTE | Board Member | — | ||
| JORDAN PERLMAN | Board President | — | ||
| PRISCILLA RICE | Board Member | — | ||
| CHRIS TATAROWICZ | Board Member | — | ||
| LAURA ANDERSON | Board Member | — | ||
| CAROLINE COOPER | Treasurer | — | ||
| FLORA ZAMBAKARI | Board Member | — | ||
| NAINESH RAMJEE | Board Member | — | ||
| SHRUTI BHUTANI ARORA ESQ | Board Member | — | ||
| JOI RHONE | 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
25 / 100
weight 40%
Governance risk
50 / 100
weight 40%
Program scale
60 / 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 29 points above the peer median (60 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
- Comp-to-revenue ratio of 11.2% 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.