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
55
Score
Governance
58
Score
Financial
50
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 |
|---|---|---|---|---|---|---|---|
| 2023 | Hidden | Hidden | 3.3% | 55 | Fragile | Recovery | |
| 2022 | — | — | 9.4% | 52 | Fragile | Recovery | |
| 2021 | — | — | 9.9% | 44 | Financially Distressed | Decline Risk | |
| 2020 | — | — | 8.6% | 48 | Fragile | Recovery | |
| 2019 | — | — | 13.1% | 39 | Financially Distressed | Decline Risk | |
| 2018 | — | — | 4.0% | 45 | Financially Distressed | Decline Risk | |
| 2017 | — | — | 5.7% | 46 | Financially Distressed | Decline Risk | |
| 2016 | — | — | 6.1% | 46 | Financially Distressed | Decline Risk | |
| 2015 | — | — | 4.4% | 51 | Fragile | Stable Watch | |
| 2014 | — | — | 3.0% | 51 | Fragile | Decline Risk | |
| 2013 | — | — | 4.5% | 55 | Fragile | Stable Watch | |
| 2012 | — | — | 5.0% | 54 | Fragile | Recovery | |
| 2011 | — | — | 4.9% | 51 | Fragile | Stable Watch |
Officer compensation history
Tax year 2023
| Name | Title | Phone | Compensation | |
|---|---|---|---|---|
| JENNIFER BIELSTEIN | Executive Director | 0.8% of Rev | ||
| PAMELA MACKINNON | Artistic Director | 0.7% of Rev | ||
| CAITLIN QUINN | Board Member | 0.5% of Rev | ||
| THOMAS MORGAN | Board Member | 0.3% of Rev | ||
| TIFFANY REDMON | DEPUTY DIR. OF DEVELOPMENT | 0.3% of Rev | ||
| JIM SIVORI | CHIEF FINANCIAL OFFICER | 0.3% of Rev | ||
| LOUISA LISKA | Board Member | 0.2% of Rev | ||
| ANDREW CHAN DONALD | Artistic Director | 0.2% of Rev | ||
| DANYON DAVIS | Board Member | 0.2% of Rev | ||
| PETER KUO | Board Member | 0.2% of Rev | ||
| MARTIN BARRON | Board Member | 0.2% of Rev | ||
| DAVID RIEMER | Board President | — | ||
| ROBINA RICCITIELLO | Board President | — | ||
| PATTI S HART | Treasurer | — | ||
| JOAQUIN TORRES | Secretary | — | ||
| CELESTE FORD | Board President | — | ||
| PRISCILLA B GEESLIN | Board President | — | ||
| RUSTY RUEFF | Board President | — | ||
| STEVEN L SWIG | Board President | — | ||
| ADRIANA VERMUT | Board President | — | ||
| PATRICK S THOMPSON | Board President | — | ||
| SCHATZIE ALLEN-JEFFERSON | Board Member | — | ||
| RALPH A CLARK | Board Member | — | ||
| JILL COWAN | Board Member | — | ||
| PATRICK DEVLIN | Board Member | — | ||
| KATHLEEN DONOHUE | Board Member | — | ||
| JESSE LEE ELLER | Board Member | — | ||
| LINDA JO FITZ | Board Member | — | ||
| FRANCOISE G FLEISHHACKER | Board Member | — | ||
| KEN FULK | Board Member | — | ||
| KIRKE M HASSON | Board Member | — | ||
| JO S HURLEY | Board Member | — | ||
| RODNEY EARL JACKSON JR | Board Member | — | ||
| DAVID L JONES | Board Member | — | ||
| JASCHA KAYKAS-WOLFF | Board Member | — | ||
| CRISTY J LIMON | Board Member | — | ||
| HEATHER STALLINGS LITTLE | Board Member | — | ||
| RODMAN MARYMOR | Board Member | — | ||
| KATHERINE MCGEE | Board Member | — | ||
| MICHELE BALLARD MILLER | Board Member | — | ||
| JEFFREY MINICK | Board Member | — | ||
| GERINE ONGKEKO | Board Member | — | ||
| TONI REMBE | Board Member | — | ||
| MICHAEL J RICHTER | Board Member | — | ||
| JOMAR TAGATAC | Board Member | — | ||
| JEFFREY W UBBEN | Board Member | — | ||
| BD WONG | Board Member | — | ||
| NOLA YEE | Board Member | — | ||
| JAY YAMANDA | Board Member | — |
Tax year 2022
| Name | Title | Phone | Compensation | |
|---|---|---|---|---|
| JENNIFER BIELSTEIN | Executive Director | 0.7% of Rev | ||
| PAMELA MACKINNON | Artistic Director | 0.7% of Rev | ||
| CAITLIN QUINN | Board Member | 0.5% of Rev | ||
| AMANDA WILLIAMS | Board Member | 0.4% of Rev | ||
| JOAN ROSENBERG THRU 1120 | Board Member | 0.3% of Rev | ||
| THOMAS MORGAN | Board Member | 0.3% of Rev | ||
| MELISSA SMITH | Board Member | 0.3% of Rev | ||
| LOUISA LISKA | Board Member | 0.3% of Rev | ||
| TIFFANY REDMON | Board Member | 0.3% of Rev | ||
| NICOLE CHALAS MAOG | Board Member | 0.2% of Rev | ||
| ANDREW CHAN DONALD | Artistic Director | 0.2% of Rev | ||
| JAMES H LEVY | Board Member | — | ||
| HEATHER STALLINGS LITTLE | Board Member | — | ||
| LORI HALVERSON MARTIN | Board Member | — | ||
| RODMAN MARYMOR | Board Member | — | ||
| KATHERINE MCGEE | Board Member | — | ||
| MICHELE BALLARD MILLER | Board Member | — | ||
| JEFFREY MINICK | Board Member | — | ||
| GERINE ONGKEKO | Board Member | — | ||
| TONI REMBE | Board Member | — | ||
| MICHAEL J RICHTER | Board Member | — | ||
| ABBY SADIN SCHNAIR | Board Member | — | ||
| PATRICK S THOMPSON | Board Member | — | ||
| JOAQUIN TORRES | Board Member | — | ||
| JEFFREY W UBBEN | Board Member | — | ||
| NOLA YEE | Board Member | — | ||
| JAY YAMANDA | Board Member | — | ||
| JIM SIVORI | CHIEF FINANCIAL OFFICER | — | ||
| DAVID RIEMER | Board President | — | ||
| KAY YUN THRU 621 | Board President | — | ||
| ADRIANA VERMUT | Secretary | — | ||
| PATTI S HART | Treasurer | — | ||
| CELESTE FORD | Board President | — | ||
| PRISCILLA B GEESLIN | Board President | — | ||
| ROBINA RICCITIELLO | Board President | — | ||
| RUSTY RUEFF | Board President | — | ||
| STEVEN L SWIG | Board President | — | ||
| SCHATZIE ALLEN-JEFFERSON | Board Member | — | ||
| RALPH A CLARK | Board Member | — | ||
| JILL COWAN | Board Member | — | ||
| PATRICK DEVLIN | Board Member | — | ||
| JEROME DODSON | Board Member | — | ||
| KATHLEEN DONOHUE | Board Member | — | ||
| OLYMPIA DUKAKIS | Board Member | — | ||
| JESSE LEE ELLER | Board Member | — | ||
| ROD FERGUSON | Board Member | — | ||
| LINDA JO FITZ | Board Member | — | ||
| FRANCOISE G FLEISHHACKER | Board Member | — | ||
| KEN FULK | Board Member | — | ||
| KIRKE M HASSON | Board President | — | ||
| JO S HURLEY | Board Member | — | ||
| DAVID L JONES | Board Member | — | ||
| JASCHA KAYKAS-WOLFF | Board Member | — |
Tax year 2021
| Name | Title | Phone | Compensation | |
|---|---|---|---|---|
| CAREY PERLOFF | Artistic Director | 0.9% of Rev | ||
| JENNIFER BIELSTEIN | Executive Director | 0.7% of Rev | ||
| PAMELA MACKINNON | Artistic Director | 0.7% of Rev | ||
| CAITLIN QUINN | Board Member | 0.5% of Rev | ||
| ROB FORE | CHIEF FINANCIAL OFFICER | 0.4% of Rev | ||
| MELISSA SMITH | Board Member | 0.3% of Rev | ||
| THOMAS MORGAN | Board Member | 0.3% of Rev | ||
| TIFFANY REDMON | Board Member | 0.3% of Rev | ||
| AMANDA WILLIAM | Board Member | 0.3% of Rev | ||
| LOUISA BALCH | Board Member | 0.3% of Rev | ||
| JOAN ROSENBERG | Board Member | 0.2% of Rev | ||
| SUZANNA BAILEY | HEAD OF SOUND GEARY THEATER | 0.2% of Rev | ||
| NANCY LIVINGSTON | Board President | — | ||
| DAVID RIEMER | Board President | — | ||
| KIRKE M HASSON | Board President | — | ||
| KAY YUN | Board President | — | ||
| ADRIANA VERMUT | Secretary | — | ||
| LINDA JO FITZ | Treasurer | — | ||
| CELESTE FORD | Board President | — | ||
| PRISCILLA B GEESLIN | Board President | — | ||
| STEVEN L SWIG | Board President | — | ||
| ROBINA RICCITIELLO | Board President | — | ||
| RALPH A CLARK | Board Member | — | ||
| PATRICK DEVLIN | Board Member | — | ||
| LESLEY ANN CLEMENT | Board Member | — | ||
| JEROME L DODSON | Board Member | — | ||
| OLYMPIA DUKAKIS | Board Member | — | ||
| JESSE LEE ELLER | Board Member | — | ||
| ROD FERGUSON | Board Member | — | ||
| FRANCOISE G FLEISHHACKER | Board Member | — | ||
| KEN FULK | Board Member | — | ||
| PATTI S HART | Board Member | — | ||
| DIANNE HOGE | Board Member | — | ||
| JO S HURLEY | Board Member | — | ||
| DAVID L JONES | Board Member | — | ||
| JAMES H LEVY | Board Member | — | ||
| HEATHER STALLINGS LITTLE | Board Member | — | ||
| JAMIE MARTIN | Board Member | — | ||
| RODMAN MARYMOR | Board Member | — | ||
| KATHERINE MCGEE | Board Member | — | ||
| MICHELE MILLER | Board Member | — | ||
| JEFFREY MINICK | Board Member | — | ||
| MARCY S NATHAN | Board Member | — | ||
| GERINE ONGKEKO | Board Member | — | ||
| SALLY ROSENBLATT | Board Member | — | ||
| MICHAEL J RICHTER | Board Member | — | ||
| ABBY SADIN SCHNAIR | Board Member | — | ||
| PATRICK S THOMPSON | Board Member | — | ||
| JOAQUIN TORRES | Board Member | — | ||
| JEFFREY W UBBEN | Board Member | — | ||
| NOLA YEE | Board Member | — | ||
| JAY YAMANDA | Board Member | — | ||
| JASCHA KAYKAS-WOLFF | Board Member | — | ||
| TONI REMBE | Board Member | — | ||
| LORI HALVERSON MARTIN | Board Member | — | ||
| RUSTY RUEFF | Board Member | — |
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Score breakdown
Score breakdown
Financial resilience
50 / 100
weight 40%
Governance risk
58 / 100
weight 40%
Program scale
60 / 100
weight 20%
Overall
55 / 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.
Overall score has gone from 39 → 55 over 5 years (improving by 16 points). A multi-year directional move of this magnitude is a signal worth investigating.
What's driving this score
- Comp-to-revenue ratio of 3.3% sits within the sector's healthy band (18–22%).
- Two consecutive years of deficit spending.
What would change this score
The two changes that would most improve this score:
- Stabilize program expenses or grow earned-income revenue to break the consecutive-deficit pattern (~8 points to financial score).
Improving governance is a board decision. These are the levers.