Institutional Maturation
What does this mean?
The gold standard. 10-year slow, steady, concurrent growth across Financial Health, Governance, and Program. Leadership is scaling their oversight and impact in lockstep.
The Path Forward
The Crown
A mandate to lead the sector. It encourages the organization to mentor emerging nonprofits and embark on generational capital projects, leveraging their profound stability.
Title
Representative Institutions
Institutional Epochs
Historical Performance
| Year | Revenue | Top Comp | Comp % Rev | Score | Phase Label | Outlook | Details |
|---|---|---|---|---|---|---|---|
| 2023 | Hidden | Hidden | 5.2% | 54 | Fragile | Stable Watch | |
| 2022 | — | — | 5.1% | 54 | Fragile | Stable Watch | |
| 2021 | — | — | 2.7% | 55 | Fragile | Recovery | |
| 2020 | — | — | 7.3% | 46 | Financially Distressed | Decline Risk | |
| 2019 | — | — | 9.2% | 50 | Fragile | Recovery | |
| 2018 | — | — | 7.1% | 46 | Financially Distressed | Decline Risk | |
| 2017 | — | — | 6.6% | 50 | Fragile | Recovery | |
| 2016 | — | — | — | 52 | Fragile | Recovery | |
| 2015 | — | — | 6.2% | 34 | Critical Intervention Needed | Decline Risk | |
| 2014 | — | — | 5.4% | 34 | Critical Intervention Needed | Decline Risk | |
| 2013 | — | — | 7.0% | 34 | Critical Intervention Needed | Decline Risk | |
| 2012 | — | — | 2.1% | 41 | Financially Distressed | Decline Risk | |
| 2011 | — | — | 6.7% | 42 | Fragile | Stable Watch |
Officer compensation history
Tax year 2023
| Name | Title | Phone | Compensation | |
|---|---|---|---|---|
| Tod Brody | Board Member | 4.2% of Rev | ||
| Margot Golding | Treasurer | 0.1% of Rev | ||
| Elizabeth Prior | Board Member | 0.1% of Rev | ||
| Renee Froman | Board Member | 0.1% of Rev | ||
| Steven Machtinger | Board President | 0.0% of Rev | ||
| Erica Posner | Board Member | 0.0% of Rev | ||
| Nancy Rehkopf | Board President | — | ||
| Renee Rymer | Secretary | — | ||
| Lynn Callender | Board Member | — | ||
| Joanne Dunn | Board Member | — | ||
| Kate Sears | Board Member | — | ||
| William Eichar | Board Member | — | ||
| Michelle Glover | Board President | — | ||
| Sandra Hoyer | Board Member | — | ||
| Christian Mills | Board Member | — | ||
| Josh Rafner | Board Member | — | ||
| Marty Rubino | Board Member | — | ||
| Sally Schroeder | Board Member | — | ||
| Stacy Scott | Board Member | — | ||
| Judith Walker Weissman | Board Member | — |
Tax year 2022
| Name | Title | Phone | Compensation | |
|---|---|---|---|---|
| Tod Brody | Executive Dir. | 4.3% of Rev | ||
| Josh Rafner | Board Member | — | ||
| Marty Rubino | Board Member | — | ||
| Sally Schroeder | Board Member | — | ||
| Stacy Scott | Board Member | — | ||
| Judith Walker Weissman | Board Member | — | ||
| Steven Machtinger | Board President | — | ||
| Nancy Rehkopf | Board President | — | ||
| Margot Golding | Treasurer | — | ||
| Renee Rymer | Secretary | — | ||
| Lynn Callender | Board Member | — | ||
| Joanne Dunn | Board Member | — | ||
| William Eichar | Board Member | — | ||
| Renee Froman | Board Member | — | ||
| Michelle Glover | Board Member | — | ||
| Sandra Hoyer | Board Member | — | ||
| Christian Mills | Board Member | — | ||
| Erica Posner | Board Member | — | ||
| Elizabeth Prior | Board Member | — |
Tax year 2021
| Name | Title | Phone | Compensation | |
|---|---|---|---|---|
| Tod Brody | Board Member | 3.9% of Rev | ||
| Alisdair Neale | Board Member | 3.8% of Rev | ||
| Margot Golding | Treasurer | 0.1% of Rev | ||
| Renee Froman | Board Member | 0.1% of Rev | ||
| Erica Posner | Board Member | 0.0% of Rev | ||
| Steven Machtinger | Board President | 0.0% of Rev | ||
| Nancy Rehkopf | Board President | — | ||
| Renee Rymer | Secretary | — | ||
| Lynn Callender | Board Member | — | ||
| Joanne Dunn | Board Member | — | ||
| William Eichar | Board Member | — | ||
| Michelle Glover | Board Member | — | ||
| Sandra Hoyer | Board Member | — | ||
| Christian Mills | Board Member | — | ||
| Elizabeth Prior | Board Member | — | ||
| Josh Rafner | Board Member | — | ||
| Marty Rubino | Board Member | — | ||
| Sally Schroeder | Board Member | — | ||
| Stacy Scott | Board Member | — | ||
| Andre Shashaty | Board Member | — | ||
| Judith Walker Weissman | Board Member | — |
Score breakdown
The three components combine into a single 0–100 score weighted as shown. Full methodology →
Peer comparison
Compared to 1,424 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: Institutional Maturation
The gold standard. 10-year slow, steady, concurrent growth across Financial Health, Governance, and Program. Leadership is scaling their oversight and impact in lockstep.
Overall score has gone from 50 → 54 over 5 years (improving by 4 points).
What's driving this score
- Comp-to-revenue ratio of 5.2% 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.