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
50
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
2024
Financial Era
Governance Era
Trajectory Era
Steady State
Historical Performance
| Year | Revenue | Top Comp | Comp % Rev | Score | Phase Label | Outlook | Details |
|---|---|---|---|---|---|---|---|
| 2023 | — | — | 7.6% | 50 | Fragile | Recovery | |
| 2022 | — | — | 5.0% | 52 | Fragile | Recovery | |
| 2021 | — | — | 11.2% | 51 | Fragile | Recovery | |
| 2020 | — | — | 9.6% | 44 | Financially Distressed | Recovery | |
| 2019 | — | — | 12.1% | 43 | Financially Distressed | Decline Risk | |
| 2018 | — | — | 5.1% | 50 | Fragile | Stable Watch | |
| 2017 | — | — | 5.4% | 50 | Fragile | Recovery | |
| 2016 | — | — | 6.9% | 48 | Fragile | Decline Risk | |
| 2015 | — | — | 6.5% | 54 | Fragile | Stable Watch | |
| 2014 | — | — | 3.7% | 55 | Fragile | Stable Watch | |
| 2013 | — | — | 3.5% | 55 | Fragile | Recovery | |
| 2012 | — | — | 5.3% | 46 | Financially Distressed | Decline Risk | |
| 2011 | — | — | 3.9% | 55 | Fragile | Stable Watch |
Officer compensation history
Tax year 2023
| Name | Title | Phone | Compensation | |
|---|---|---|---|---|
| MR CARL ST CLAIR | Board Member | 1.6% of Rev | ||
| Mr JOHN E FORSYTE | Board President | 1.4% of Rev | ||
| Mr GREGORY COX | Vice President | 1.0% of Rev | ||
| MR DENNIS KIM | CONCERT MASTER | 0.9% of Rev | ||
| MR SEAN SUTTON | EVP & COO | 0.7% of Rev | ||
| Nikki Crabtree-Palley | SR. DIR. OF INDIVIDUAL Giving | 0.6% of Rev | ||
| EILEEN JEANETTE | Artistic Director | 0.6% of Rev | ||
| GARY GOOD | SR. EXEC. SPECIAL CAMPAIGN | 0.5% of Rev | ||
| Jesse Hiser | Treasurer | 0.5% of Rev | ||
| CRAIG HAHN | Board Member | 0.4% of Rev | ||
| MS JOANN LEATHERBY | Board President | — | ||
| MR JOHN R EVANS | Board President | — | ||
| MR MARK NIELSEN | Treasurer | — | ||
| MR SCOTT SIEGEL | Board Member | — | ||
| MS SUSAN ANDERSON | Board President | — | ||
| MRS LEONA ARONOFF-SADACCA | Board Member | — | ||
| MS LINDSAY AYERS | Board Member | — | ||
| MR ERIC CHAMBERLAIN | Board Member | — | ||
| DR JO ELLEN ALLEN-CHATHAM | Board Member | — | ||
| MR PATRICK CHENG | Board Member | — | ||
| MRS CAROL CHOI | Board Member | — | ||
| MR ROBERT CORBIN | Board Member | — | ||
| MR BOB DAVEY | Board Member | — | ||
| MRS GINNY DAVIES | Board Member | — | ||
| MS LUCY DUNN | Board Member | — | ||
| DR AL FERRARI | Board Member | — | ||
| MS BARBARA FOSTER | Board Member | — | ||
| MR MICHAEL S GORDON | Board Member | — | ||
| MR NICHOLAS GREENKO | Board Member | — | ||
| MR RONDELL B HANSON | Board Member | — | ||
| DR DONALD HECHT | Board Member | — | ||
| MRS MICHELLE HOROWITZ | Board Member | — | ||
| MR JAMES NEWTON HOWARD | Board Member | — | ||
| MR DONALD HU | Board Member | — | ||
| MS SCHARRELL JACKSON | Board Member | — | ||
| MR JOHN MARK JENNINGS | Board Member | — | ||
| MR SHENG JIANG | Board Member | — | ||
| MR SETH JOHNSON | Board Member | — | ||
| MS AGNES LEW | Board Member | — | ||
| MR PHILLIP N LYONS | Board Member | — | ||
| MS DIANA MARTIN | Board Member | — | ||
| MR BRIAN MARYOTT | Board Member | — | ||
| MS PATRICIA MCAULEY | Board Member | — | ||
| MR DAVID V MELILLI | Board Member | — | ||
| MR CARLOS MOLLURA | Board Member | — | ||
| MR TIMOTHY J MOLNAR | Board Member | — | ||
| MS STACEY NICHOLAS | Board Member | — | ||
| MR DAVID ONTKO | Board Member | — | ||
| MS ANOOSHEH OSKOUIAN | Board Member | — | ||
| MR JOHN PELLER | Board Member | — | ||
| MS JUDITH POSNIKOFF | Board Member | — | ||
| MRS CHIYO ROWE | Board Member | — | ||
| DR EVAN B SIEGEL | Board Member | — | ||
| MR HON H WARREN SIEGEL | Board Member | — | ||
| MR RONALD M SIMON | Board Member | — | ||
| MRS ELIZABETH STAHR | Board Member | — | ||
| MS CAROLANN TASSIOS | Board Member | — | ||
| MR CHRISTOPHER TOWER | Board Member | — | ||
| MR DAVID TROOB | Board Member | — | ||
| MR BART VAN AARDENNE | Board Member | — | ||
| MR FRAMROZE VIRJEE | Board Member | — | ||
| MR HENRY WALKER | Board Member | — | ||
| MS JUDY WHITMORE | Board Member | — | ||
| MRS JANE FUJISHIGE YADA | Board Member | — | ||
| MR CHARLES ZHANG | Board Member | — | ||
| mc sungila | Board Member | — | ||
| MR ARTHUR ONG | Secretary | — | ||
| MR WILLIAM DOLAN | Board Member | — | ||
| MR REZA JAHANGIRI | Board Member | — | ||
| MS LOUISE MERAGE | Board Member | — | ||
| MR ABBAS MOHADDES | Board Member | — | ||
| MR MAURICE MURRAY | Board Member | — | ||
| MS KARIN L PEARSON | Board Member | — | ||
| MRS MICHELLE ROHE | Board Member | — | ||
| MR BRIAN SCHOENLE | Board Member | — | ||
| MR ED SACHS | Board Member | — | ||
| MR ANDY THORBURN | Board Member | — | ||
| MS JENNIFER WILSON | Board Member | — | ||
| MRS CATHERINE EMMI | Board Member | — | ||
| MR WILLIAM F PODLICH | Board Member | — |
Tax year 2022
| Name | Title | Phone | Compensation | |
|---|---|---|---|---|
| MR CARL ST CLAIR | Board Member | 1.7% of Rev | ||
| Mr JOHN E FORSYTE | Board President | 1.1% of Rev | ||
| Mr GREGORY COX | Vice President | 0.9% of Rev | ||
| MR SEAN SUTTON | EVP & COO | 0.7% of Rev | ||
| Nikki Crabtree-Palley | SR. DIR. OF INDIVIDUAL Giving | 0.6% of Rev | ||
| GARY GOOD | SR. EXEC. SPECIAL CAMPAIGN | 0.6% of Rev | ||
| Mr Dennis Kim | Concert Master | 0.5% of Rev | ||
| EILEEN JEANETTE | Artistic Director | 0.5% of Rev | ||
| Jesse Hiser | Treasurer | 0.5% of Rev | ||
| MS JOANN LEATHERBY | Board President | — | ||
| MR JOHN R EVANS | Board President | — | ||
| MR MARK NIELSEN | Treasurer | — | ||
| MR SCOTT SIEGEL | Board Member | — | ||
| MS SUSAN ANDERSON | Secretary | — | ||
| MRS LEONA ARONOFF-SADACCA | Board Member | — | ||
| MS LINDSAY AYERS | Board Member | — | ||
| MR ERIC CHAMBERLAIN | Board Member | — | ||
| DR JO ELLEN ALLEN-CHATHAM | Board Member | — | ||
| MR PATRICK CHENG | Board Member | — | ||
| MRS CAROL CHOI | Board Member | — | ||
| MR ROBERT CORBIN | Board Member | — | ||
| MR BOB DAVEY | Board Member | — | ||
| MRS GINNY DAVIES | Board Member | — | ||
| MS LUCY DUNN | Board Member | — | ||
| MRS CATHERINE EMMI | Board Member | — | ||
| DR AL FERRARI | Board Member | — | ||
| MS BARBARA FOSTER | Board Member | — | ||
| MR MICHAEL S GORDON | Board Member | — | ||
| MR NICHOLAS GREENKO | Board Member | — | ||
| MR RONDELL B HANSON | Board Member | — | ||
| DR DONALD HECHT | Board Member | — | ||
| MRS MICHELLE HOROWITZ | Board Member | — | ||
| MR JAMES NEWTON HOWARD | Board Member | — | ||
| MR DONALD HU | Board Member | — | ||
| MS SCHARRELL JACKSON | Board Member | — | ||
| MR JOHN MARK JENNINGS | Board Member | — | ||
| MR SHENG JIANG | Board Member | — | ||
| MR SETH JOHNSON | Board Member | — | ||
| MS AGNES LEW | Board Member | — | ||
| MR PHILLIP N LYONS | Board Member | — | ||
| MS DIANA MARTIN | Board Member | — | ||
| MR BRIAN MARYOTT | Board Member | — | ||
| MS PATRICIA MCAULEY | Board Member | — | ||
| MR DAVID V MELILLI | Board Member | — | ||
| MR CARLOS MOLLURA | Board Member | — | ||
| MR TIMOTHY J MOLNAR | Board Member | — | ||
| MS STACEY NICHOLAS | Board Member | — | ||
| MR DAVID ONTKO | Board Member | — | ||
| MS ANOOSHEH OSKOUIAN | Board Member | — | ||
| MR JOHN PELLER | Board Member | — | ||
| MR WILLIAM F PODLICH | Board Member | — | ||
| MS JUDITH POSNIKOFF | Board Member | — | ||
| MRS CHIYO ROWE | Board Member | — | ||
| DR EVAN B SIEGEL | Board Member | — | ||
| MR HON H WARREN SIEGEL | Board Member | — | ||
| MR RONALD M SIMON | Board Member | — | ||
| MRS ELIZABETH STAHR | Board Member | — | ||
| MR JOHN R STAHR thru 10142020 | Board Member | — | ||
| MS CAROLANN TASSIOS | Board Member | — | ||
| MR CHRISTOPHER TOWER | Board Member | — | ||
| MR DAVID TROOB | Board Member | — | ||
| MR BART VAN AARDENNE | Board Member | — | ||
| MR FRAMROZE VIRJEE | Board Member | — | ||
| MR HENRY WALKER | Board Member | — | ||
| MS JUDY WHITMORE | Board Member | — | ||
| MRS JANE FUJISHIGE YADA | Board Member | — | ||
| MR CHARLES ZHANG | Board Member | — | ||
| mc sungaila | Board Member | — | ||
| Mr Reza Jahangiri | Board Member | — | ||
| Mr Maurice Murray | Board Member | — | ||
| Ms Karin L Pearson | Board Member | — | ||
| Mr Author Ong | Secretary | — | ||
| Mr William Dolan | Board Member | — | ||
| Ms Louise Merage | Board Member | — | ||
| Mr Abbas Mohaddes | Board Member | — | ||
| Mrs Chiyo Rowe | Board Member | — | ||
| Mr Brian Schoenle | Board Member | — | ||
| Mr Andy Thorburn | Board Member | — | ||
| Ms Jennifer Wilson | Board Member | — | ||
| Frank Terraglio | Vice President | — |
Tax year 2021
| Name | Title | Phone | Compensation | |
|---|---|---|---|---|
| MR CARL ST CLAIR | Board Member | 1.9% of Rev | ||
| MR JOHN E FORSYTE | Board President | 1.3% of Rev | ||
| MR GREGORY COX | Vice President | 1.0% of Rev | ||
| MR DENNIS KIM | CONCERT MASTER | 0.9% of Rev | ||
| MR SEAN SUTTON | EVP & COO | 0.7% of Rev | ||
| Mr Paul Zibits | MUSICIAN | 0.7% of Rev | ||
| EILEEN JEANETTE | Artistic Director | 0.6% of Rev | ||
| NIKKI CRABTREE-PALLEY | SR DIR OF INDIV & MAJOR GIVING | 0.6% of Rev | ||
| GARY GOOD | SR. EXEC. SPECIAL CAMPAIGNS | 0.6% of Rev | ||
| Mr Barry Perkins | MUSICIAN | 0.5% of Rev | ||
| MS JOANN LEATHERBY | Board President | — | ||
| MR JOHN R EVANS | Board President | — | ||
| MR MARK NIELSEN | Treasurer | — | ||
| MR SCOTT SIEGEL | Board President | — | ||
| MR MICHAEL KERR | Board President | — | ||
| MS SUSAN ANDERSON | Secretary | — | ||
| MRS LEONA ARONOFF-SADACCA | Board Member | — | ||
| MS LINDSAY AYERS | Board Member | — | ||
| DR LORI L BASSMAN | Board Member | — | ||
| MR ERIC CHAMBERLAIN | Board Member | — | ||
| DR JO ELLEN ALLEN-CHATHAM | Board Member | — | ||
| MR PATRICK CHEN | Board Member | — | ||
| MRS CAROL CHOI | Board Member | — | ||
| MR ROBERT CORBIN | Board Member | — | ||
| MR DON DAHL | Board Member | — | ||
| MR BOB DAVEY | Board Member | — | ||
| MRS GINNY DAVIES | Board Member | — | ||
| MR WILLIAM DOLAN | Board Member | — | ||
| MS LUCY DUNN | Board Member | — | ||
| MRS CATHERINE EMMI | Board Member | — | ||
| DR AL FERRARI | Board Member | — | ||
| MS BARBARA FOSTER | Board Member | — | ||
| MR MICHAEL S GORDON | Board Member | — | ||
| MR NICHOLAS GREENKO | Board Member | — | ||
| MR RONDELL B HANSON | Board Member | — | ||
| DR DONALD HECHT | Board Member | — | ||
| MRS MICHELLE HOROWITZ | Board Member | — | ||
| MR JAMES NEWTON HOWARD | Board Member | — | ||
| MR DONALD HU | Board Member | — | ||
| MS SCHARRELL JACKSON | Board Member | — | ||
| MR JOHN MARK JENNINGS | Board Member | — | ||
| MR SHENG JIANG | Board Member | — | ||
| MR SETH JOHNSON | Board Member | — | ||
| MS AGNES LEW | Board Member | — | ||
| MR PHILLIP N LYONS | Board Member | — | ||
| MS DIANA MARTIN | Board Member | — | ||
| MR BRIAN MARYOTT | Board Member | — | ||
| MS PATRICIA MCAULEY | Board Member | — | ||
| MR DAVID V MELILLI | Board Member | — | ||
| MS LOUISE MERAGE | Board Member | — | ||
| MR ABBAS MOHADDES | Board Member | — | ||
| MR CARLOS MOLLURA | Board Member | — | ||
| MR TIMOTHY J MOLNAR | Board Member | — | ||
| MS STACEY NICHOLAS | Board Member | — | ||
| MR ARTHUR ONG | Board Member | — | ||
| MR DAVID ONTKO | Board Member | — | ||
| MS ANOOSHEH OSKOUIAN | Board Member | — | ||
| MR JOHN PELLER | Board Member | — | ||
| MR WILLIAM F PODLICH | Board Member | — | ||
| MS JUDITH POSNIKOFF | Board Member | — | ||
| MR MIGUEL PULIDO | Board Member | — | ||
| MRS MICHELLE ROHE | Board Member | — | ||
| MRS CHIYO ROWE | Board Member | — | ||
| MR BRIAN SCHOENLE | Board Member | — | ||
| DR EVAN B SIEGEL | Board Member | — | ||
| MR HON H WARREN SIEGEL | Board Member | — | ||
| MR RONALD M SIMON | Board Member | — | ||
| MRS ELIZABETH STAHR | Board Member | — | ||
| MR JOHN R STAHR | Board Member | — | ||
| MC SUNGILA | Board Member | — | ||
| MS CAROLANN TASSIOS | Board Member | — | ||
| MR ANDY THORBURN | Board Member | — | ||
| MR CHRISTOPHER TOWER | Board Member | — | ||
| MR DAVID TROOB | Board Member | — | ||
| MR BART VAN AARDENNE | Board Member | — | ||
| MR FRAMROZE VIRJEE | Board Member | — | ||
| MR HENRY WALKER | Board Member | — | ||
| MS JUDY WHITMORE | Board Member | — | ||
| MR JENNIFER WILSON | Board Member | — | ||
| MRS JANE FUJISHIGE YADA | Board Member | — | ||
| MR CHARLES ZHANG | Board Member | — | ||
| MR DAVID P COLLINS | Board Member | — | ||
| MR RAYMOND FRANCIS | Board Member | — | ||
| MR GARTH HOGAN | Board Member | — | ||
| MS DIANE SAWYER | Board Member | — | ||
| MS ROCHELLE L WARD | Board Member | — | ||
| MR PHILIP WENDT | Board Member | — |
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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
50 / 100
Developing
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: program score sits 29 points above the peer median (60 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 43 → 50 over 5 years (improving by 7 points).
What's driving this score
- Comp-to-revenue ratio of 7.6% 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.