Structural Deficit
What does this mean?
Persistently low financial health over 5 years despite strong programmatic output. They are borrowing from their future (or bleeding an endowment) to pay for today's programs.
The Path Forward
The Truth-Teller
Forces necessary, painful cuts to preserve the core. It demands that the organization stop borrowing from its future and align its current programmatic output with actual sustainable revenue.
Title
Representative Institutions
Institutional Epochs
Historical Performance
| Year | Revenue | Top Comp | Comp % Rev | Score | Phase Label | Outlook | Details |
|---|---|---|---|---|---|---|---|
| 2024 | Hidden | Hidden | — | — | Unknown | — | |
| 2023 | — | — | 14.6% | 36 | Financially Distressed | Recovery | |
| 2022 | — | — | 15.2% | 35 | Critical Intervention Needed | Decline Risk | |
| 2021 | — | — | 14.1% | 42 | Fragile | Recovery | |
| 2020 | — | — | 16.4% | 45 | Fragile | Recovery | |
| 2015 | — | — | — | 36 | Fragile | Stable Watch | |
| 2014 | — | — | — | 36 | Fragile | Stable Watch | |
| 2013 | — | — | — | 36 | Fragile | Recovery | |
| 2012 | — | — | — | 32 | Critical Intervention Needed | Stable Watch | |
| 2011 | — | — | — | 32 | Critical Intervention Needed | Stable Watch |
Officer compensation history
Tax year 2025
| Name | Title | Phone | Compensation | |
|---|---|---|---|---|
| DAVID VOLK | Treasurer | — | ||
| KAREN KONDAZIAN | Board Member | — | ||
| ERIN AUBREY KAPLAN | Board Member | — | ||
| DONALD ZACHARY | Board Member | — | ||
| MILES BENICKES | Chairman | — | ||
| RABBI ANNE BRENER | Board Member | — | ||
| CARRIE CHASSIN | Board Member | — | ||
| LOIS FISHMAN | Board Member | — | ||
| THEODORE PERKINS | Board President | — | ||
| MARGARET PHILLIPS | Board Member | — | ||
| RICHARD MOTIKA | Treasurer | — | ||
| DIANA BUCKHANTZ | Board Member | — | ||
| DOROTHY WOLPERT | Board President | — | ||
| JASON ZELIN | Board President | — | ||
| NOELLE MESSIER | Secretary | — |
Tax year 2023
| Name | Title | Phone | Compensation | |
|---|---|---|---|---|
| Stephen Sachs | Board Member | 6.4% of Rev | ||
| Stephen Sachs | Board Member | 6.0% of Rev | ||
| Simon Levy | Board Member | 5.1% of Rev | ||
| Simon Levy | Board Member | 5.1% of Rev | ||
| Barbara Goodhill | Board Member | 3.2% of Rev | ||
| Barbara Goodhill | Board Member | 3.1% of Rev | ||
| Dorothy Wolpert | Board President | — | ||
| Karen Kondazian | Board Member | — | ||
| Erin Aubrey Kaplan | Board Member | — | ||
| Donald Zachary | Secretary | — | ||
| Miles Benickes | Board President | — | ||
| Rabbi Anne Brener | Board Member | — | ||
| Carrie Chassin | Board Member | — | ||
| Lois Fishman | Board Member | — | ||
| Theodore Perkins | Board Member | — | ||
| Margaret Phillips | Board Member | — | ||
| Jason Zelin | Board Member | — | ||
| Richard Motika | Treasurer | — | ||
| Diana Buckhantz | Board Member | — | ||
| Dorothy Wolpert | Board President | — | ||
| Karen Kondazian | Board Member | — | ||
| Donald Zachary | Secretary | — | ||
| Miles Benickes | Board President | — | ||
| Rabbi Anne Brener | Board Member | — | ||
| Carrie Chassin | Board Member | — | ||
| Lois Fishman | Board Member | — | ||
| Theodore Perkins | Board Member | — | ||
| Margaret Phillips | Board Member | — | ||
| Jason Zelin | Board Member | — | ||
| Diana Buckhantz | Board Member | — |
Tax year 2021
| Name | Title | Phone | Compensation | |
|---|---|---|---|---|
| Stephen Sachs | Board Member | 3.6% of Rev | ||
| Simon Levy | Board Member | 3.3% of Rev | ||
| Barbara Goodhill | Board Member | 1.0% of Rev | ||
| Dorothy Wolpert | Board President | — | ||
| Karen Kondazian | Board Member | — | ||
| Richard Motika | Board Member | — | ||
| Donald Zachary | Secretary | — | ||
| Miles Benickes | Board Member | — | ||
| Rabbi Anne Brener | Board Member | — | ||
| Carrie Chassin | Board Member | — | ||
| Lois Fishman | Board Member | — | ||
| Theodore Perkins | Board Member | — | ||
| Margaret Phillips | Board Member | — | ||
| Jason Zelin | Board Member | — | ||
| Diana Buckhantz | Board Member | — |
Score breakdown
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: Structural Deficit
Persistently low financial health over 5 years despite strong programmatic output. They are borrowing from their future (or bleeding an endowment) to pay for today's programs.
What's driving this score
- Comp-to-revenue ratio of 14.6% 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.