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 |
|---|---|---|---|---|---|---|---|
| 2021 | — | — | 13.1% | 40 | Financially Distressed | Recovery | |
| 2020 | — | — | 11.1% | 36 | Financially Distressed | Decline Risk | |
| 2019 | — | — | 11.9% | 38 | Financially Distressed | Decline Risk | |
| 2018 | — | — | 10.7% | 44 | Financially Distressed | Decline Risk | |
| 2017 | — | — | — | 48 | Fragile | Recovery | |
| 2016 | — | — | — | 42 | Fragile | Stable Watch | |
| 2015 | — | — | 7.5% | 44 | Fragile | Stable Watch | |
| 2014 | — | — | 8.9% | 44 | Fragile | Recovery | |
| 2013 | — | — | 12.2% | 36 | Financially Distressed | Decline Risk | |
| 2012 | — | — | 12.3% | 42 | Fragile | Recovery | |
| 2011 | — | — | 9.3% | 42 | Fragile | Stable Watch |
Officer compensation history
Tax year 2022
| Name | Title | Phone | Compensation | |
|---|---|---|---|---|
| TARA AESQUIVEL | Executive Director | 12.6% of Rev | ||
| KEVIN DRETZKA | CHAIRMAN | — | ||
| STEVEN A LINDER | Board Member | — | ||
| DAVID PAPALE | Treasurer | — | ||
| PETER MANDELL | Secretary | — | ||
| ILENE NATHAN | Board Member | — | ||
| BEVERLY GELFAND | Board Member | — | ||
| DAVID NEWMAN | Board Member | — | ||
| RICHARD ROSENTHAL | Board Member | — | ||
| DOREEN RINGER-ROSS | Board Member | — | ||
| WENDY RUBY | Board Member | — | ||
| KRYSTYNA NEWMAN | Board President | — | ||
| MARY LEVIN CUTLER | Board Member | — | ||
| PETER ROTTER | Board Member | — | ||
| SHOSHANA CLAMAN SHEINBERG | Board Member | — | ||
| WILLIAM SULLIVAN | Board Member | — | ||
| RUSSELL LEMLEY | Board Member | — | ||
| JAMES NEWTON HOWARD | Board Member | — | ||
| SAUL LEVINE | Board Member | — | ||
| HERB GELFAND | CHAIRMAN EMERTIUS | — |
Tax year 2021
| Name | Title | Phone | Compensation | |
|---|---|---|---|---|
| TARA AESQUIVEL | Executive Director | 12.3% of Rev | ||
| KEVIN DRETZKA | CHAIRMAN | — | ||
| STEVEN A LINDER | Board Member | — | ||
| DAVID PAPALE | Treasurer | — | ||
| PETER MANDELL | Secretary | — | ||
| ILENE NATHAN | Board Member | — | ||
| BEVERLY GELFAND | Board Member | — | ||
| DAVID NEWMAN | Board Member | — | ||
| RICHARD ROSENTHAL | Board Member | — | ||
| DOREEN RINGER-ROSS | Board Member | — | ||
| WENDY RUBY | Board Member | — | ||
| KRYSTYNA NEWMAN | Board President | — | ||
| MARY LEVIN CUTLER | Board Member | — | ||
| PETER ROTTER | Board Member | — | ||
| SHOSHANA CLAMAN SHEINBERG | Board Member | — | ||
| WILLIAM SULLIVAN | Board Member | — | ||
| RUSSELL LEMLEY | Board Member | — | ||
| JAMES NEWTON HOWARD | Board Member | — | ||
| SAUL LEVINE | Board Member | — | ||
| HERB GELFAND | CHAIRMAN EMERTIUS | — |
Score breakdown
The three components combine into a single 0–100 score weighted as shown. Full methodology →
Peer comparison
Compared to 1,425 other orgs in CA with NTEE prefix A6.
Most-divergent component: financial score sits 33 points below the peer median (20 vs. 53).
5-year trend: Steady State
No extreme longitudinal divergence detected. The organization is maintaining its current operational philosophy.
Overall score has gone from 48 → 40 over 5 years (declining by 8 points).
What's driving this score
- Comp-to-revenue ratio of 13.1% 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.