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 |
|---|---|---|---|---|---|---|---|
| 2023 | — | — | 6.8% | 34 | Critical Intervention Needed | Decline Risk | |
| 2022 | — | — | 6.0% | 34 | Critical Intervention Needed | Recovery | |
| 2021 | — | — | 5.7% | 48 | Fragile | Recovery | |
| 2020 | — | — | 12.3% | 35 | Critical Intervention Needed | Decline Risk | |
| 2019 | — | — | — | 38 | Financially Distressed | Recovery | |
| 2018 | — | — | — | 34 | Critical Intervention Needed | Recovery | |
| 2017 | — | — | 4.3% | 35 | Financially Distressed | Decline Risk | |
| 2016 | — | — | 3.6% | 39 | Financially Distressed | Recovery | |
| 2015 | — | — | 3.5% | 35 | Financially Distressed | Decline Risk | |
| 2014 | — | — | 3.3% | 39 | Financially Distressed | Recovery | |
| 2013 | — | — | 3.9% | 35 | Financially Distressed | Decline Risk | |
| 2012 | — | — | 3.9% | 35 | Financially Distressed | Decline Risk | |
| 2011 | — | — | 3.8% | 37 | Financially Distressed | Stable Watch |
Officer compensation history
Tax year 2023
| Name | Title | Phone | Compensation | |
|---|---|---|---|---|
| PATTI GERNER | Board Member | — | ||
| JAY GILBERT | Board Member | — | ||
| BILL GREEN | Board Member | — | ||
| ROBERT HAFF | Board Member | — | ||
| ALICIA HARTLE | Board Member | — | ||
| ANNE BURLEIGH JACOBS | Secretary | — | ||
| PATT KORAL | VICE PRESIDE | — | ||
| MARJORIE MARGOLIS | Board Member | — | ||
| LISA MAYO | Board Member | — | ||
| MARGARET MCCREARY | Board Member | — | ||
| DEDE MORENO | Board Member | — | ||
| SUSAN MUTCH | Board Member | — | ||
| GAIL RODD | Board Member | — | ||
| MIKE TEKAUTZ | Board Member | — | ||
| JAN VERHAGE | Board President | — | ||
| JEFF WARREN | Treasurer | — | ||
| PATTI GERNER | Board Member | — | ||
| JAY GILBERT | Board Member | — | ||
| BILL GREEN | Board Member | — | ||
| ROBERT HAFF | Board Member | — | ||
| ALICIA HARTLE | Board Member | — | ||
| ANNE BURLEIGH JACOBS | Secretary | — | ||
| PATT KORAL | VICE PRESIDE | — | ||
| MARJORIE MARGOLIS | Board Member | — | ||
| LISA MAYO | Board Member | — | ||
| MARGARET MCCREARY | Board Member | — | ||
| DEDE MORENO | Board Member | — | ||
| SUSAN MUTCH | Board Member | — | ||
| GAIL RODD | Board Member | — | ||
| MIKE TEKAUTZ | Board Member | — | ||
| JAN VERHAGE | Board President | — | ||
| JEFF WARREN | Treasurer | — |
Tax year 2021
| Name | Title | Phone | Compensation | |
|---|---|---|---|---|
| PATTI GERNER | Board Member | — | ||
| JAY GILBERT | Board Member | — | ||
| BILL GREEN | Board Member | — | ||
| ROBERT HAFF | Board Member | — | ||
| ALICIA HARTLE | Board Member | — | ||
| ANNE BURLEIGH JACOBS | Secretary | — | ||
| PATT KORAL | VICE PRESIDE | — | ||
| MARJORIE MARGOLIS | Board Member | — | ||
| LISA MAYO | Board Member | — | ||
| MARGARET MCCREARY | Board Member | — | ||
| DEDE MORENO | Board Member | — | ||
| SUSAN MUTCH | Board Member | — | ||
| GAIL RODD | Board Member | — | ||
| MIKE TEKAUTZ | Board Member | — | ||
| JAN VERHAGE | Board President | — | ||
| JEFF WARREN | Treasurer | — |
Score breakdown
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: financial score sits 33 points below the peer median (0 vs. 33).
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.
Overall score has gone from 38 → 34 over 5 years (declining by 4 points).
What's driving this score
- Comp-to-revenue ratio of 6.8% 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.