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
58
Score
Governance
55
Score
Financial
60
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 | 8.8% | 58 | Fragile | Recovery | |
| 2022 | — | — | 4.8% | 55 | Fragile | Stable Watch | |
| 2021 | — | — | 4.0% | 55 | Fragile | Stable Watch | |
| 2020 | — | — | 3.8% | 55 | Fragile | Stable Watch | |
| 2019 | — | — | 7.0% | 54 | Fragile | Stable Watch | |
| 2018 | — | — | 2.6% | 55 | Fragile | Decline Risk | |
| 2017 | — | — | 3.3% | 59 | Fragile | Decline Risk | |
| 2016 | — | — | 5.5% | 54 | Fragile | Decline Risk | |
| 2015 | — | — | 3.2% | 59 | Fragile | Decline Risk | |
| 2014 | — | — | 3.5% | 59 | Fragile | Decline Risk | |
| 2013 | — | — | 4.1% | 59 | Fragile | Stable Watch | |
| 2012 | — | — | 4.0% | 59 | Fragile | Recovery | |
| 2011 | — | — | — | 52 | Fragile | Stable Watch |
Officer compensation history
Tax year 2026
| Name | Title | Phone | Compensation | |
|---|---|---|---|---|
| Mark Shattuck | Treasurer | 3.2% of Rev | ||
| Sean Waugh | Board Member | 2.4% of Rev | ||
| Jean Kellogg | Board Member | 1.0% of Rev | ||
| Barbara Bruser Clark | Board President | — | ||
| Patrick Wilken | Vice Chairman | — | ||
| Dr James Cross | Board President | — | ||
| Ruth Uchimura | Board President | — | ||
| Beatrice Gomory | Board President | — | ||
| Carol Weitz | Secretary | — | ||
| Stephen Zilles | Treasurer | — | ||
| Robert Beadle | Board Member | — | ||
| Adam Arthur Bier | Board Member | — | ||
| Jennifer Brahm | Board Member | — | ||
| Carlyn Clause | Board Member | — | ||
| Michael Colbruno | Board Member | — | ||
| The Hon Marie Collins | Board Member | — | ||
| George Crow | Board Member | — | ||
| Jeanne Dorward | Board Member | — | ||
| James Busterud | Board Member | — | ||
| John Garfinkle | Board Member | — | ||
| Mary Henderson | Board Member | — | ||
| Sylvia Lindsey | Board Member | — | ||
| Zarana Udani | Board Member | — | ||
| Greer Hopkins | Board Member | — | ||
| Dr Myron Marx | Board Member | — | ||
| Donald McGee | Board Member | — | ||
| Robert Mison | Board Member | — | ||
| Carlos Penikis | Board Member | — | ||
| Dr Pamela Zell Rigg | Board Member | — | ||
| Dr David D Stein | Board Member | — | ||
| Camille Chan | Board Member | — | ||
| Aaron Fan | Board Member | — | ||
| Carol Weitz | Board Member | — | ||
| Susan York | Board Member | — | ||
| Dennis Zhang | Board Member | — |
Tax year 2025
| Name | Title | Phone | Compensation | |
|---|---|---|---|---|
| Jean Kellogg | Board Member | 3.1% of Rev | ||
| Nancy Petrisko | Dir Of Advancement | 2.6% of Rev | ||
| Mark Shattuck | Treasurer | 2.5% of Rev | ||
| Sean Waugh | Board Member | 0.5% of Rev | ||
| Patrick Wilken | Chairman | — | ||
| Jayne C Davis | Vice Chairman | — | ||
| Dr James Cross | Board President | — | ||
| Ruth Uchimura | Board President | — | ||
| Beatrice Gomory | Board President | — | ||
| Jeanne Dorward | Secretary | — | ||
| Stephen Zilles | Treasurer | — | ||
| Robert Beadle | Board Member | — | ||
| Adam Arthur Bier | Board Member | — | ||
| Jennifer Brahm | Board Member | — | ||
| Carlyn Clause | Board Member | — | ||
| Michael Colbruno | Board Member | — | ||
| The Hon Marie Collins | Board Member | — | ||
| George Crow | Board Member | — | ||
| Michael Darnaud | Board Member | — | ||
| James Busterud | Board Member | — | ||
| Barbara Bruser Clark | Board Member | — | ||
| Mary Henderson | Board Member | — | ||
| Sylvia Lindsey | Board Member | — | ||
| Lindsay MacDermid | Board Member | — | ||
| Dr Myron Marx | Board Member | — | ||
| Donald McGee | Board Member | — | ||
| Robert Mison | Board Member | — | ||
| Carlos Penikis | Board Member | — | ||
| Dr Pamela Zell Rigg | Board Member | — | ||
| Dr David D Stein | Board Member | — | ||
| Camille Chan | Board Member | — | ||
| Aaron Fan | Board Member | — | ||
| Carol Weitz | Board Member | — | ||
| Susan York | Board Member | — | ||
| Dennis Zhang | Board Member | — |
Tax year 2023
| Name | Title | Phone | Compensation | |
|---|---|---|---|---|
| Jean Kellogg | Board Member | 3.0% of Rev | ||
| Mark Shattuck | Treasurer | 2.3% of Rev | ||
| Patrick Wilken | Chairman | — | ||
| Jayne Davis | Vice Chairman | — | ||
| Barbara Bruser Clark | Board President | — | ||
| Ruth Uchimura | Board President | — | ||
| Christopher Wiseman | Board President | — | ||
| Dr James Cross | Board President | — | ||
| Jeanne Dorward | Secretary | — | ||
| Robert B Jacoby | Treasurer | — | ||
| Robert Beadle | Board Member | — | ||
| Adam Arthur Bier | Board Member | — | ||
| Jennifer Brahm | Board Member | — | ||
| Carlyn Clause | Board Member | — | ||
| Michael Colbruno | Board Member | — | ||
| The Hon Marie Collins | Board Member | — | ||
| George Crow | Board Member | — | ||
| Michael Darnaud | Board Member | — | ||
| Ileana Facchini | Board Member | — | ||
| Beatrice Gomory | Board Member | — | ||
| Mary Henderson | Board Member | — | ||
| Sylvia Lindsey | Board Member | — | ||
| Scott Lord | Board Member | — | ||
| Lindsay MacDermid | Board Member | — | ||
| Dr Myron Marx | Board Member | — | ||
| Donald McGee | Board Member | — | ||
| Robert Mison | Board Member | — | ||
| Carlos Penikis | Board Member | — | ||
| Pamela Rigg | Board Member | — | ||
| David Stein | Board Member | — | ||
| Carol Weitz | Board Member | — | ||
| Susan York | Board Member | — | ||
| Dennis Zhang | Board Member | — | ||
| Stephen Zilles | Board Member | — |
Tax year 2022
| Name | Title | Phone | Compensation | |
|---|---|---|---|---|
| Jean Kellogg | Board Member | 2.9% of Rev | ||
| Mark Shattuck | Treasurer | 2.1% of Rev | ||
| Patrick Wilken | Chairman | — | ||
| Jayne Davis | Vice Chairman | — | ||
| Barbara Bruser Clark | Board President | — | ||
| James Cross | Board President | — | ||
| Myron Marx | Board President | — | ||
| Robert Jacoby | Treasurer | — | ||
| Robert Mison | Secretary | — | ||
| Robert Beadle | Board Member | — | ||
| Adam Bier | Board Member | — | ||
| Jennifer Brahm | Board Member | — | ||
| Carlyn Clause | Board Member | — | ||
| Michael Colbruno | Board Member | — | ||
| Marie Collins | Board Member | — | ||
| Ashley Crawford | Board Member | — | ||
| George Crow | Board Member | — | ||
| Michael Darnaud | Board Member | — | ||
| Jeanne Dorward | Board Member | — | ||
| Ileana Facchini | Board Member | — | ||
| Beatrice Gomory | Board Member | — | ||
| Mary Henderson | Board Member | — | ||
| Michael Kalkstein | Board Member | — | ||
| Sylvia Lindsey | Board Member | — | ||
| Scott Lord | Board Member | — | ||
| Lindsay MacDermid | Board Member | — | ||
| Donald McGee | Board Member | — | ||
| James Meehan | Board Member | — | ||
| Pamela Rigg | Board Member | — | ||
| Suzanne Rinaldo | Board Member | — | ||
| David Stein | Board Member | — | ||
| Ruth Hartman Uchimura | Board Member | — | ||
| Susan Walker | Board Member | — | ||
| Carol Weitz | Board Member | — | ||
| Christopher Wiseman | Board Member | — | ||
| Susan York | Board Member | — | ||
| Dennis Zhang | Board Member | — | ||
| Stephen Zilles | Board Member | — | ||
| Donna Blacker | Emeritus Dir. | — | ||
| Peggy Dennis | Emeritus Dir. | — | ||
| Anita Weissberg | Emeritus Dir. | — | ||
| Mary Sue Bizzarri | Emeritus Dir. | — | ||
| Blanche Germain Streeter | Emeritus Dir. | — | ||
| Joan Kelly | Emeritus Dir. | — | ||
| David Hugle | Dir Emeritus | — |
Tax year 2021
| Name | Title | Phone | Compensation | |
|---|---|---|---|---|
| Jean Kellogg | Executive Dir. | 2.8% of Rev | ||
| Mark Shattuck | Treasurer | 2.0% of Rev | ||
| Patrick Wilken | Chairman | — | ||
| Jayne Davis | Vice Chairman | — | ||
| Barbara Bruser Clark | Board President | — | ||
| James Cross | Board President | — | ||
| Myron Marx | Board President | — | ||
| George Crow | Treasurer | — | ||
| Robert Mison | Secretary | — | ||
| Adam Bier | Board Member | — | ||
| Jennifer Brahm | Board Member | — | ||
| Carlyn Clause | Board Member | — | ||
| Michael Colbruno | Board Member | — | ||
| Marie Collins | Board Member | — | ||
| Ashley Crawford | Board Member | — | ||
| Michael Darnaud | Board Member | — | ||
| Jeanne Dorward | Board Member | — | ||
| Beatrice Gomory | Board Member | — | ||
| Mary Henderson | Board Member | — | ||
| David Hugle | Board Member | — | ||
| Robert Jacoby | Board Member | — | ||
| Michael Kalkstein | Board Member | — | ||
| Joan Kelly | Board Member | — | ||
| Sylvia Lindsey | Board Member | — | ||
| Scott Lord | Board Member | — | ||
| Lindsay MacDermid | Board Member | — | ||
| Donald McGee | Board Member | — | ||
| James Meehan | Board Member | — | ||
| Pamela Rigg | Board Member | — | ||
| Suzanne Rinaldo | Board Member | — | ||
| David Stein | Board Member | — | ||
| Ruth Hartman Uchimura | Board Member | — | ||
| Susan Walker | Board Member | — | ||
| Carol Weitz | Board Member | — | ||
| Christopher Wiseman | Board Member | — | ||
| Susan York | Board Member | — | ||
| Dennis Zhang | Board Member | — | ||
| Stephen Zilles | Board Member | — | ||
| Donna Blacker | Emeritus Dir. | — | ||
| Peggy Dennis | Emeritus Dir. | — | ||
| Anita Weissberg | Emeritus Dir. | — | ||
| Mary Sue Bizzarri | Emeritus Dir. | — | ||
| Blanche Germain Streeter | Emeritus Dir. | — |
Officer contact details, exact compensation figures, and active litigation are available to verified members.
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Score breakdown
Score breakdown
Financial resilience
60 / 100
weight 40%
Governance risk
55 / 100
weight 40%
Program scale
60 / 100
weight 20%
Overall
58 / 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.
What's driving this score
- Comp-to-revenue ratio of 8.8% sits within the sector's healthy band (18–22%).
What would change this score
No specific high-impact levers identified — this org's score is balanced across components.
Improving governance is a board decision. These are the levers.