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
48
Score
Governance
55
Score
Financial
40
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
Financial Era
Governance Era
Trajectory Era
Steady State
Historical Performance
| Year | Revenue | Top Comp | Comp % Rev | Score | Phase Label | Outlook | Details |
|---|---|---|---|---|---|---|---|
| 2022 | — | — | 7.8% | 48 | Fragile | Decline Risk | |
| 2021 | — | — | 8.2% | 52 | Fragile | Gov Risk | |
| 2020 | — | — | 12.5% | 46 | Fragile | Decline Risk | |
| 2019 | — | — | 8.6% | 52 | Fragile | Gov Risk | |
| 2018 | — | — | 5.7% | 44 | Financially Distressed | Decline Risk | |
| 2017 | — | — | 6.3% | 46 | Financially Distressed | Decline Risk | |
| 2016 | — | — | 5.7% | 48 | Fragile | Decline Risk | |
| 2015 | — | — | 4.9% | 50 | Fragile | Decline Risk | |
| 2014 | — | — | 3.5% | 55 | Fragile | Stable Watch | |
| 2013 | — | — | 2.5% | 55 | Fragile | Stable Watch | |
| 2012 | — | — | 4.4% | 55 | Fragile | Stable Watch | |
| 2011 | — | — | 1.9% | 55 | Fragile | Stable Watch |
Officer compensation history
Tax year 2023
| Name | Title | Phone | Compensation | |
|---|---|---|---|---|
| ADAM LERNER | Executive Director | 3.7% of Rev | ||
| DEBRA PRESTON | Board Member | 2.9% of Rev | ||
| MARK L BAUMGARTNER | CHIEF ADVANCEMENT OFFICER | 1.9% of Rev | ||
| JACK PEIRCE | Treasurer | 1.7% of Rev | ||
| WILLIAM L HOOD | Board Member | — | ||
| JOHN P MONAHAN | Board Member | — | ||
| LJ CELLA | Board Member | — | ||
| BARBARA GOTHARD | Board Member | — | ||
| DIANE RUBIN | Board Member | — | ||
| LEONARD S EBER | Board Member | — | ||
| MARILYN LOESBERG | Board Member | — | ||
| JAMES EGAN | Board Member | — | ||
| ROBERTA HOLLAND | Board Member | — | ||
| JANE EMISON | Board President | — | ||
| CRAIG HARTZMAN | Board President | — | ||
| RICHARD CAIN | Treasurer | — | ||
| TOM MINDER | Secretary | — | ||
| VEE SOTELO | Secretary | — | ||
| ROSWITHA SMALE | Board Member | — | ||
| DONNA MACMILLAN | Board Member | — | ||
| PHILLIP SMITH | Board Member | — | ||
| GWENDOLYN WEINER | Board Member | — | ||
| GARY N SCHAHET | Board Member | — | ||
| BARRY W MORSE MD | Board Member | — | ||
| MARY INGEBRAND-POHLAD | Board Member | — | ||
| LEO MARMOL | Board Member | — | ||
| GARY GRACE | Board Member | — |
Tax year 2022
| Name | Title | Phone | Compensation | |
|---|---|---|---|---|
| LOUIS GRACHOS-THROUGH JULY | Executive Director | 3.9% of Rev | ||
| ROCHELLE STEINER | Artistic Director | 2.0% of Rev | ||
| DEBRA PRESTON | Board President | 1.9% of Rev | ||
| NICHOLE PINGREE | Treasurer | 1.2% of Rev | ||
| SHERI BROEDLOW | CHIEF ADVANCEMENT OFFICER | 1.1% of Rev | ||
| ADAM LERNER- AFTER JULY | Executive Director | 0.8% of Rev | ||
| ELIZABETH BURKE OCTOBER - DECEMEBER | Treasurer | 0.2% of Rev | ||
| DONNA MACMILLAN | Board Member | — | ||
| CHUCK HILLIAR | Board Member | — | ||
| GWENDOLYN WEINER | Board Member | — | ||
| FAYE SARKOWSKY | Board Member | — | ||
| GARY N SCHAHET | Board Member | — | ||
| BARRY W MORSE MD | Board Member | — | ||
| MARY INGEBRAND-POHLAD | Board Member | — | ||
| LEO MARMOL | Board Member | — | ||
| GARY GRACE | Board Member | — | ||
| WILLIAM L HOOD | Board Member | — | ||
| JOHN P MONAHAN | Board Member | — | ||
| PATRICIA GRUNDHOFER | Board Member | — | ||
| HELENE V GALEN | Board Member | — | ||
| KENNETH D DEGIORGIO | Board Member | — | ||
| LEONARD S EBER | Board Member | — | ||
| MARILYN LOESBERG | Board Member | — | ||
| JAMES EGAN | Board Member | — | ||
| ROBERTA HOLLAND | Board Member | — | ||
| VEE SOTELO | Secretary | — | ||
| RICHARD CAIN | Treasurer | — | ||
| ROSWITHA SMALE | Board President | — | ||
| TOM MINDER | Secretary | — | ||
| CRAIG HARTZMAN | Board President | — | ||
| JANE EMISON | Board President | — |
Tax year 2021
| Name | Title | Phone | Compensation | |
|---|---|---|---|---|
| LOUIS GRACHOS | Executive Director | 2.7% of Rev | ||
| SARAH HODGE | Board Member | 1.6% of Rev | ||
| DANIELL CORNELL | Artistic Director | 1.4% of Rev | ||
| JOSEPH E BONNER | Treasurer | 1.3% of Rev | ||
| DEBRA PRESTON | DIR. OF OPERATIONS | 1.3% of Rev | ||
| ELIZABETH BURKE | Treasurer | 1.3% of Rev | ||
| SHERI BROEDLOW | CAO | 1.2% of Rev | ||
| ELIZABETH ARMSTRONG | Executive Dir. | 1.2% of Rev | ||
| ROSWITHA KIMA SMALE | Board Member | — | ||
| DONNA J MACMILLAN | Board President | — | ||
| HAROLD B MATZNER | Board President | — | ||
| MARILYN P LOESBERG | Board Member | — | ||
| STEVE MALONEY | Board President | — | ||
| FAYE SARKOWSKY | Board Member | — | ||
| GARY GRACE | Treasurer | — | ||
| GERALD FOGELSON | Board Member | — | ||
| CRAIG D HARTZMAN | Board Member | — | ||
| ROBERTA HOLLAND | Board Member | — | ||
| PATRICIA GRUNDHOFER | Board Member | — | ||
| MICHAEL CHILDERS | Board Member | — | ||
| KENNETH D DEGIORGIO | Board Member | — | ||
| CHUCK HILLIAR | Board Member | — | ||
| GARY N SCHAHET | Board Member | — | ||
| LEONARD S EBER | Board Member | — | ||
| BARRY W MORSE MD | Board Member | — | ||
| JAMES EGAN | Board Member | — | ||
| JANE EMISON | Board Member | — | ||
| MARK PRIOR | Board Member | — | ||
| LEO MARMOL | Board Member | — | ||
| WILLIAM L HOOD | Secretary | — | ||
| TOM MINDER | Board Member | — | ||
| JOHN MONAHAN | Board Member | — | ||
| MARY INGEBRAND-POHLAD | Board President | — | ||
| HELENE GALEN | Board Member | — | ||
| GWENDOLYN WEINER | Board Member | — | ||
| SUSAN D GOODMAN | Board Member | — | ||
| DAVID A KAPLAN | Board Member | — | ||
| TOM TRUHE | Board Member | — |
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
55 / 100
weight 40%
Program scale
60 / 100
weight 20%
Overall
48 / 100
Developing
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: program score sits 17 points above the peer median (60 vs. 43).
5-year trend: Steady State
No extreme longitudinal divergence detected. The organization is maintaining its current operational philosophy.
Overall score has gone from 44 → 48 over 5 years (improving by 4 points).
What's driving this score
- Comp-to-revenue ratio of 7.8% 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.