Steady State
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
The Stewardship
Institutional Health Scores
5-yr trend: Steady State
Overall
47
Score
Governance
50
Score
Financial
40
Score
Program
60
Score

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 12.0% 47 Fragile Recovery
2022 33.8% 42 Governance-Stressed Gov Risk
2021 53.4% 42 Governance-Stressed Gov Risk
2020 32.6% 46 Governance-Stressed Gov Risk
2019 47 Fragile Recovery
2018 43 Fragile Gov Risk
2017 47 Fragile Recovery
2016 30 Critical Intervention Needed Decline Risk
2015 26 Critical Intervention Needed Decline Risk
2014 28 Critical Intervention Needed Decline Risk
2013 34.2% 26 Critical Intervention Needed Gov Risk
2012 6.4% 38 Financially Distressed Recovery
2011 23.6% 37 Financially Distressed Stable Watch

Officer compensation history

Tax year 2023

Name Title Phone Email Compensation
MITCHELL KLEIN Board Member 15.4% of Rev
SHERI FRUMKIN Board Member 12.2% of Rev
CHELSEA CHAMBERS Board Member 8.3% of Rev
AUDIE CHANG Board Member
ALAN RUSSELL Board President
JSHON THOMAS Secretary
BARBARA ERICKSON Treasurer
JULIET HAMAK Board Member
SUSANNE BOHL Board Member
DANIEL CHER Board Member
SANDY KOO Board Member
ALEX KUROSAWA Board Member
DIANA LLOYD Board Member
LESLIE MARKS Board President
RON MILLER Board Member
DEBORAH PASSANISI Board Member
KATHERINE BUKSTEIN Board Member
ALAN BIEN Board Member
BEN HOLLIN Board President

Tax year 2022

Name Title Phone Email Compensation
MITCHELL KLEIN Board Member 12.4% of Rev
SHERI FRUMKIN Board Member 11.7% of Rev
CHELSEA CHAMBERS Board Member 8.5% of Rev
AUDIE CHANG Board President
ALAN RUSSELL Board President
JSHON THOMAS Secretary
BARBARA ERICKSON Treasurer
JULIET HAMAK Board Member
SUSANNE BOHL Board Member
DANIEL CHER Board Member
SANDY KOO Board Member
ALEX KUROSAWA Board Member
DIANA LLOYOD Board Member
LESLIE MARKS Board Member
RON MILLER Board Member
DEBORAH PASSANISI Board Member
JSHON THOMAS Board Member
ALAN BIEN Board President
Officer contact details, exact compensation figures, and active litigation are available to verified members.
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Score breakdown

Score breakdown

Financial resilience
40 / 100
weight 40%
Governance risk
50 / 100
weight 40%
Program scale
60 / 100
weight 20%
Overall
47 / 100
Developing

The three components combine into a single 0–100 score weighted as shown. Full methodology →

Peer comparison

Compared to 830 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 47 → 47 over 5 years (stable by 0 points).

What's driving this score

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.