Steady State
Steady State
Steady State Market Archetype Mechanical Natural
Tier
Priority Review
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
The Stewardship
Institutional Health Scores
5-yr trend: Steady State
Overall
42
Score
Governance
50
Score
Financial
60
Score
Program
0
Score

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 42 Fragile Decline Risk
2022 3.5% 48 Fragile Stable Watch
2021 2.6% 48 Fragile Recovery
2020 4.5% 42 Fragile Decline Risk
2019 6.2% 44 Fragile Stable Watch
2018 1.3% 46 Fragile Recovery
2017 22.9% 37 Fragile Gov Risk
2016 20.2% 41 Fragile Recovery
2015 39 Fragile Stable Watch
2014 39 Fragile Stable Watch
2013 39 Fragile Recovery
2012 36.3% 36 Governance-Stressed Gov Risk
2011 30.0% 36 Governance-Stressed Gov Risk

Officer compensation history

Tax year 2023

Name Title Phone Email Compensation
CITY NATIONAL BANK Unspecified Role Hidden
DARRELL ANDERSON Board President
DAVID EMMES EXECUTIVE COMMITTEE
SCOTT FLANDERS Board Member
STEPHEN FRY Board President
ALLEN HUNTER Board Member
JAMES MUZZY Board Member
DR JAMES PICK Board President
ANNETTE WILEY Board President
GLENN PETERS Board Member
KRISTEN SCHMIDT Board Member
KELLIE WEBB Board Member
DAVID LAKE EXECUTIVE COMMITTEE
ANTON SEGERSTROM EXECUTIVE COMMITTEE
TERI KENNADY EXECUTIVE COMMITTEE
KELLY SMITH Treasurer
HEIDI ZUCKERMAN Executive Director
LINDA MAGGARD Secretary
LISA MERAGE Board President
STEVEROUSH Treasurer
LUCY SUN Board President
DAN CAMERON Artistic Director

Tax year 2022

Name Title Phone Email Compensation
Board Member Hidden
ALISON HOEVEN Board Member
JULIA HOLLAND Board Member
TERI KENNADY Board Member
MARK KERSLAKE Board Member
CHERYL KIDDOO Board Member
DAVID LAKE Board Member
HEIDI LYNN Board Member
LINDA MAGGARD Board Member
ELLEN MARSHALL Board Member
LILLY MERAGE Board Member
LISA MERAGE Board Member
BOB OLSON Board Member
GERRY PARSKY Board Member
JAMES PICK Board Member
J STEVEN ROUSH Board Member
PAMELA SCHMIDER Board Member
TRACY SCHROEDER Board Member
ANTON SEGERSTROM Board Member
CONNIE SPENUZZA Board Member
HAROLD STRUCK Board Member
LUCY SUN Board Member
JENNIFER VAN BERGH Board Member
CRAIG WELLS Board Member
ANNETTE WILEY Board Member
JAMES BERGENER Board Member
BARBARA BLUHM-KAUL Board Member
PHIL BOND Board Member
LAUREN CHALMERS Board Member
DAVID EMMES Board Member
SUSAN ETCHANDY Board Member
IDIT FERDER Board Member
SEAN GREEN Board Member
DEBRA GUNN DOWNING Board Member
JOHN GUNNIN Board Member
GLENN PETERS Board Member
DENNIS SZAKACS Board Member
TODD SMITH Executive Director
KRISTEN SCHMIDT Board Member
KELLIE WEBB Board Member
DAVID LAKE EXECUTIVE COMMITTEE
ANTON SEGERSTROM EXECUTIVE COMMITTEE
DARRELL ANDERSON Board President
DAVID EMMES EXECUTIVE COMMITTEE
SCOTT FLANDERS Board Member
STEPHEN FRY Board President
ALLEN HUNTER Board Member
ELLEN MARSHALL Board President
JAMES MUZZY Board Member
DR JAMES PICK Board President
J STEVEN ROUSH Treasurer
CRAIG WELLS Board President
ANNETTE WILEY Board President
KELLY SMITH Treasurer
HEIDI ZUCKERMAN Board Member
TERI KENNADY EXECUTIVE COMMITTEE
DAN CAMERON Artistic Director

Tax year 2021

Name Title Phone Email Compensation
DAVID EMMES II EXECUTIVE COMMITTEE
ELLEN R MARSHALL Board President
DR JAMES B PICK Board President
J STEVEN ROUSH Treasurer
CRAIG W WELLS Board President
ANNETTE WILEY Board President
DAVID LAKE EXECUTIVE COMMITTEE
ANTON SEGERSTROM EXECUTIVE COMMITTEE
TERI KENNADY EXECUTIVE COMMITTEE
HEIDI ZUCKERMAN Board Member
ALISON HOEVEN Board Member
HAL STRUCK Board Member
LISA MERAGE Board Member
STEVEN ROUSH Board Member
SUSAN ETCHANDY Board Member
TRACY SCHROEDER Board Member
MARK KERSLAKE Board Member
JULIA HOLLAND Board Member
ROBIN KALOTA Board Member
CHRIS VAN DUSEN Board Member
CURT LYON Board Member
DEBRA GUNN DOWNING Board Member
HEIDI LYNN Board Member
JAMES BERGENER Board Member
JOHN GUNNIN Board Member
PAMELA SCHMIDER Board Member
LAUREN CHALMERS Board Member
JENNIFER VAN BERGH Board Member
LILLY MERAGE Board Member
Board Member
KELLY SMITH Treasurer
Officer contact details, exact compensation figures, and active litigation are available to verified members.
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Score breakdown

Score breakdown

Financial resilience
60 / 100
weight 40%
Governance risk
50 / 100
weight 40%
Program scale
0 / 100
weight 20%
Overall
42 / 100
Priority Review

The three components combine into a single 0–100 score weighted as shown. Full methodology →

Peer comparison

Compared to 46 other orgs in CA with NTEE prefix A1.

Most-divergent component: program score sits 31 points below the peer median (0 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 44 → 42 over 5 years (declining by 2 points).

What's driving this score

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.