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.
Title
Representative Institutions
Institutional Epochs
Historical Performance
| Year | Revenue | Top Comp | Comp % Rev | Score | Phase Label | Outlook | Details |
|---|---|---|---|---|---|---|---|
| 2023 | — | — | 7.7% | 40 | Financially Distressed | Decline Risk | |
| 2022 | — | — | 6.9% | 50 | Fragile | Recovery | |
| 2021 | — | — | 13.5% | 49 | Fragile | Recovery | |
| 2020 | — | — | 9.5% | 36 | Financially Distressed | Recovery | |
| 2019 | — | — | — | 35 | Critical Intervention Needed | Stable Watch | |
| 2018 | — | — | — | 35 | Critical Intervention Needed | Stable Watch | |
| 2017 | — | — | — | 35 | Critical Intervention Needed | Recovery | |
| 2016 | — | — | — | 31 | Critical Intervention Needed | Decline Risk | |
| 2015 | — | — | — | 35 | Critical Intervention Needed | Stable Watch | |
| 2014 | — | — | — | 35 | Critical Intervention Needed | Stable Watch | |
| 2013 | — | — | — | 35 | Critical Intervention Needed | Stable Watch | |
| 2012 | — | — | — | 35 | Critical Intervention Needed | Recovery | |
| 2011 | — | — | — | 31 | Critical Intervention Needed | Stable Watch |
Officer compensation history
Tax year 2023
| Name | Title | Phone | Compensation | |
|---|---|---|---|---|
| ALEXANDER KASTMAN | Board Member | 2.2% of Rev | ||
| ERIE MILLS | Board Member | 2.2% of Rev | ||
| HENRY HUFF | Treasurer | 1.7% of Rev | ||
| SONYA SHEFFIELD | Secretary | 0.9% of Rev | ||
| JAMES SCHMIDT | Board Member | — | ||
| KEITH SAWYER | Board President | — | ||
| STEPHANIE PETERMEIER | Board Member | — | ||
| RAQEUL HOLT | Board Member | — | ||
| MONICA KULANDER | Board Member | — | ||
| PAMELA PHILBERT | Board Member | — | ||
| ROSEMARY CHANG | Board Member | — | ||
| GREG GOREL | Board Member | — | ||
| MANFRED MUNDELIUS | Board Member | — | ||
| PAMELA RIGG | Board Member | — | ||
| BARBARA LYMBERIS | Board Member | — |
Tax year 2022
| Name | Title | Phone | Compensation | |
|---|---|---|---|---|
| ERIE MILLS | Board Member | 2.2% of Rev | ||
| ALEXANDER KASTMAN | Board Member | 2.0% of Rev | ||
| JAMES SCHMIDT | Board President | 1.8% of Rev | ||
| HENRY HUFF | Treasurer | 1.1% of Rev | ||
| SONYA SHEFFIELD | Secretary | 0.9% of Rev | ||
| KEITH SAWYER | Board Member | — | ||
| ROGER LAKE | Board President | — | ||
| STEPHANIE PETERMEIER | Board Member | — | ||
| RAQEUL HOLT | Board Member | — | ||
| MONICA KULANDER | Board Member | — | ||
| PAMELA PHILBERT | Board Member | — | ||
| CAROL LINCE | Board Member | — | ||
| TJ GILMARTIN | Board Member | — | ||
| GREG GOREL | Board Member | — | ||
| OFER DAL LAI | Board Member | — | ||
| PAMELA RIGG | Board Member | — | ||
| BARBARA LYMBERIS | Board Member | — |
Score breakdown
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 35 → 40 over 5 years (improving by 5 points).
What's driving this score
- Comp-to-revenue ratio of 7.7% 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.