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
48
Score
Governance
55
Score
Financial
35
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 | — | — | 9.5% | 48 | Fragile | Decline Risk | |
| 2022 | — | — | 3.8% | 53 | Fragile | Recovery | |
| 2021 | — | — | 11.8% | 45 | Fragile | Gov Risk | |
| 2020 | — | — | 10.8% | 46 | Fragile | Decline Risk | |
| 2019 | — | — | 2.8% | 53 | Fragile | Recovery | |
| 2018 | — | — | 9.5% | 32 | Critical Intervention Needed | Decline Risk | |
| 2017 | — | — | 8.9% | 34 | Critical Intervention Needed | Recovery | |
| 2016 | — | — | 8.4% | 32 | Critical Intervention Needed | Decline Risk | |
| 2015 | — | — | 6.9% | 34 | Critical Intervention Needed | Decline Risk | |
| 2014 | — | — | 4.5% | 43 | Financially Distressed | Decline Risk | |
| 2013 | — | — | 3.6% | 43 | Financially Distressed | Decline Risk | |
| 2012 | — | — | 9.6% | 34 | Critical Intervention Needed | Decline Risk | |
| 2011 | — | — | 2.9% | 55 | Fragile | Stable Watch |
Officer compensation history
Tax year 2023
| Name | Title | Phone | Compensation | |
|---|---|---|---|---|
| GREG STERN | Executive Director | 1.8% of Rev | ||
| RANDALL KLINE | Board Member | 1.7% of Rev | ||
| PARMILA PHILIPS | Treasurer | 1.0% of Rev | ||
| MOUNT ALLEN | Board Member | 0.7% of Rev | ||
| LILLY SCHWARTZ | Artistic Director | 0.7% of Rev | ||
| KAREN CHRESTON | Treasurer | 0.7% of Rev | ||
| TJ GORTON | Board Member | 0.7% of Rev | ||
| REBECCA MAULEON | Board Member | 0.6% of Rev | ||
| AMY HEIDEN | Board Member | 0.6% of Rev | ||
| DENISE YOUNG SMITH | Board President | — | ||
| BRUCE COZADD | Board President | — | ||
| JOHN BOTTI | Treasurer | — | ||
| MOLLY COYE | Secretary | — | ||
| ADITYA AGARWAL | Board Member | — | ||
| BRIAN ASHE | Board Member | — | ||
| SHELTON BERG | Board Member | — | ||
| JEFFREY BLUESTONE | Board Member | — | ||
| BERNARD BOUDREAUX | Board Member | — | ||
| ANGELA DAVIS | Board Member | — | ||
| SID GANIS | Board Member | — | ||
| RISHI GARG | Board Member | — | ||
| HERMAN GRAY | Board Member | — | ||
| MICK HELLMAN | Board Member | — | ||
| LISA HOOK | Board Member | — | ||
| ZAKIR HUSSAIN | Board Member | — | ||
| MICHAEL LAZARUS | Board Member | — | ||
| DIVISH MAKAN | Board Member | — | ||
| SHAKEYA MCDOW | Board Member | — | ||
| NEHA NARKHEDE | Board Member | — | ||
| JULIUS ROBINSON | Board Member | — | ||
| LORING SAGAN | Board Member | — | ||
| JOHN SANTOS | Board Member | — | ||
| JOE SHERMAN | Board Member | — | ||
| TIMOTHY SIMON | Board Member | — | ||
| CLAUDE STEELE | Board Member | — | ||
| JULIA WYCKOFF | Board Member | — | ||
| ASTON MOTES | Board Member | — |
Tax year 2022
| Name | Title | Phone | Compensation | |
|---|---|---|---|---|
| DONALD W DERHEIM | Executive Director | 1.9% of Rev | ||
| RANDALL KLINE | Board Member | 1.7% of Rev | ||
| KAREN CHRESTON | CHIEF FINANCIAL OFFICER | 1.0% of Rev | ||
| GREG STERN | Executive Director | 0.9% of Rev | ||
| BARRETT SHAVER | Board Member | 0.8% of Rev | ||
| MOUNT ALLEN | Board Member | 0.7% of Rev | ||
| LILLY SCHWARTZ | Artistic Director | 0.7% of Rev | ||
| TJ GORTON | Board Member | 0.7% of Rev | ||
| REBECCA MAULEON-SANTANA | Board Member | 0.6% of Rev | ||
| DENISE YOUNG SMITH | Board President | — | ||
| BRUCE COZADD | Board President | — | ||
| JOHN BOTTI | Treasurer | — | ||
| MOLLY COYE | Secretary | — | ||
| BRIAN ASHE | Board Member | — | ||
| MICHAEL BELL | Board Member | — | ||
| SHELTON BERG | Board Member | — | ||
| TERRY BERKEMEIER | Board Member | — | ||
| JEFFREY BLUESTONE | Board Member | — | ||
| TIM DATTELS | Board Member | — | ||
| ANGELA DAVIS | Board Member | — | ||
| KATE DUHAMEL | Board Member | — | ||
| RISHI GARG | Board Member | — | ||
| MICK HELLMAN | Board Member | — | ||
| LISA HOOK | Board Member | — | ||
| ZAKIR HUSSAIN | Board Member | — | ||
| MICHAEL LAZARUS | Board Member | — | ||
| DIVISH MAKAN | Board Member | — | ||
| LORING SAGAN | Board Member | — | ||
| JOHN SANTOS | Board Member | — | ||
| CLAUDE STEELE | Board Member | — | ||
| JOE SHERMAN | Board Member | — |
Tax year 2021
| Name | Title | Phone | Compensation | |
|---|---|---|---|---|
| DONALD W DERHEIM | Executive Director | 2.5% of Rev | ||
| RANDALL KLINE | Artistic Director | 2.0% of Rev | ||
| KAREN CHRESTON | CHIEF FINANCIAL OFFICER | 1.2% of Rev | ||
| BARRETT SHAVER | Board Member | 0.9% of Rev | ||
| LILLY SCHWARTZ | Artistic Director | 0.8% of Rev | ||
| MOUNT ALLEN | Board Member | 0.8% of Rev | ||
| TJ GORTON | Board Member | 0.8% of Rev | ||
| MICHAEL GRAPHIX | Board Member | 0.7% of Rev | ||
| JOHN SANTOS | Board Member | 0.0% of Rev | ||
| GREG STERN | Executive Director | — | ||
| MICHAEL LAZARUS | Board President | — | ||
| TIM DATTELS | Board President | — | ||
| JOHN BOTTI | Treasurer | — | ||
| DENISE YOUNG SMITH | Secretary | — | ||
| BRIAN ASHE | Board Member | — | ||
| MICHAEL BELL | Board Member | — | ||
| SHELTON BERG | Board Member | — | ||
| TERRY BERKEMEIER | Board Member | — | ||
| JEFFREY BLUESTONE | Board Member | — | ||
| WILLIE BROWN | Board Member | — | ||
| MOLLY COYE | Board Member | — | ||
| BRUCE COZADD | Board Member | — | ||
| ANGELA DAVIS | Board Member | — | ||
| KATE DUHAMEL | Board Member | — | ||
| MARK EDMUNDS | Board Member | — | ||
| RISHI GARG | Board Member | — | ||
| DANIEL HANDLER | Board Member | — | ||
| MICK HELLMAN | Board Member | — | ||
| WILLIAM HOLODNAK | Board Member | — | ||
| LISA HOOK | Board Member | — | ||
| JIMMY HORMEL | Board Member | — | ||
| ZAKIR HUSSAIN | Board Member | — | ||
| JOHN KAO | Board Member | — | ||
| DIVISH MAKAN | Board Member | — | ||
| LORING SAGAN | Board Member | — | ||
| JOE SHERMAN | Board Member | — | ||
| CLAUDE STEELE | 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
35 / 100
weight 40%
Governance risk
55 / 100
weight 40%
Program scale
60 / 100
weight 20%
Overall
48 / 100
Developing
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.
Overall score has gone from 53 → 48 over 5 years (declining by 5 points).
What's driving this score
- Comp-to-revenue ratio of 9.5% sits within the sector's healthy band (18–22%).
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.