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 | — | — | 13.6% | 38 | Financially Distressed | Recovery | |
| 2022 | — | — | 15.5% | 43 | Financially Distressed | Decline Risk | |
| 2021 | — | — | 12.8% | 52 | Fragile | Recovery | |
| 2020 | — | — | 14.0% | 44 | Financially Distressed | Recovery | |
| 2019 | — | — | 17.1% | 47 | Fragile | Stable Watch | |
| 2018 | — | — | 7.5% | 50 | Fragile | Recovery | |
| 2017 | — | — | 11.1% | 42 | Fragile | Stable Watch | |
| 2016 | — | — | 10.6% | 42 | Fragile | Stable Watch | |
| 2015 | — | — | 11.0% | 42 | Fragile | Stable Watch | |
| 2014 | — | — | 11.1% | 42 | Fragile | Recovery | |
| 2013 | — | — | 13.9% | 34 | Critical Intervention Needed | Decline Risk | |
| 2012 | — | — | 11.8% | 42 | Fragile | Recovery | |
| 2011 | — | — | 14.5% | 34 | Critical Intervention Needed | Stable Watch |
Officer compensation history
Tax year 2023
| Name | Title | Phone | Compensation | |
|---|---|---|---|---|
| Preston Metcalf | Board Member | 12.1% of Rev | ||
| Pilar Furlong | Board President | — | ||
| Cory Morgan | Board President | — | ||
| John Mathias | Treasurer | — | ||
| Elke Groves | Secretary | — | ||
| Jeff Bramschreiber | Board Member | — | ||
| Jeff Brown | Board Member | — | ||
| Mei-Ying Dell'Aquilla | Board Member | — | ||
| Pancho Jimenez | Board Member | — | ||
| Lisa Kovaleski | Board Member | — |
Tax year 2022
| Name | Title | Phone | Compensation | |
|---|---|---|---|---|
| Preston Metcalf | Board Member | 11.4% of Rev | ||
| Jeff Bramschreiber | Board President | — | ||
| Cory Morgan | Board President | — | ||
| Pilar Furlong | Treasurer | — | ||
| Elke Groves | Secretary | — | ||
| Michael Niemi | Board Member | — | ||
| John Mathias | Board Member | — | ||
| Amanda Rawson | Board Member | — | ||
| Angela Holmes | Board Member | — | ||
| Jeff Brown | Board Member | — | ||
| Pancho Jimenez | Board Member | — |
Tax year 2021
| Name | Title | Phone | Compensation | |
|---|---|---|---|---|
| Jill Meyers | Board Member | 11.7% of Rev | ||
| Preston Metcalf | Board Member | 7.4% of Rev | ||
| Jeff Bramschreiber | Board President | — | ||
| Leonel Soto | Board President | — | ||
| Michael Niemi | Treasurer | — | ||
| Elke Groves | Secretary | — | ||
| Cory Morgan | Board Member | — | ||
| John Mathias | Board Member | — | ||
| Amanda Rawson | Board Member | — | ||
| Pilar Furlong | Board Member | — | ||
| Jeff Brown | Board Member | — | ||
| Pancho Jimenez | Board Member | — |
Score breakdown
The three components combine into a single 0–100 score weighted as shown. Full methodology →
Peer comparison
Compared to 43 other orgs in CA with NTEE prefix A5.
Most-divergent component: financial score sits 25 points below the peer median (15 vs. 40).
5-year trend: Steady State
No extreme longitudinal divergence detected. The organization is maintaining its current operational philosophy.
Overall score has gone from 47 → 38 over 5 years (declining by 9 points).
What's driving this score
- Comp-to-revenue ratio of 13.6% 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.