Steady State
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
The Stewardship
Institutional Health Scores
5-yr trend: Steady State
Overall
55
Score
Governance
58
Score
Financial
50
Score
Program
60
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
2025 Hidden Hidden Unknown
2023 3.1% 55 Fragile Stable Watch
2022 1.9% 55 Fragile Stable Watch
2021 5.6% 54 Fragile Stable Watch
2020 4.2% 55 Fragile Stable Watch
2019 4.3% 55 Fragile Recovery
2018 5.1% 50 Financially Distressed Decline Risk
2017 3.6% 55 Fragile Decline Risk
2016 4.3% 51 Financially Distressed Decline Risk
2015 4.3% 53 Fragile Gov Risk
2014 3.6% 55 Fragile Decline Risk
2013 3.4% 53 Fragile Gov Risk
2012 2.4% 55 Fragile Stable Watch
2011 2.3% 55 Fragile Stable Watch

Officer compensation history

Tax year 2026

Name Title Phone Email Compensation
Stephen McCurry Executive Director 3.2% of Rev
Laurie Sowd Board President
Eric Lee Treasurer
Alison Lifland Secretary
Ann Dobson-Barrett Board Member
Ann Horton Board Member
Richard Goetz Board Member
Jane Kaczmarek Board Member
Bonnie Khang-Keating Board Member
Tom Kidde Board Member
Craig Matsuda Board Member
Greg Pieschala Board Member
Andy Rooke Board Member

Tax year 2023

Name Title Phone Email Compensation
STEPHEN MCCURRY Executive Director 3.4% of Rev
LAURIE SOWD Board President
V SHANNON CLYNE Board President
ALISON LIFLAND Secretary
JUDITH KELLY Secretary
ERIC LEE Treasurer
ANDREW ROOKE Treasurer
ANN BARRETT Board Member
DAVE DAVIS Board Member
HENRY O EVERSOLE Board Member
JANE KACZMAREK Board Member
JAVIER ORTEGA Board Member
JUNE LI Board Member
OLIN BARRETT Board Member
RICHARD GOETZ Board Member
ROGER MULLENDORE Board Member
THOMAS KIDDE Board Member

Tax year 2022

Name Title Phone Email Compensation
STEPHEN MCCURRY Executive Director 2.6% of Rev
V SHANNON CLYNE Board President
JUDITH KELLY Secretary
ANDREW ROOKE Treasurer
ALISON LIFLAND Board Member
DAVE DAVIS Board Member
ERIC LEE Board Member
HENRY O EVERSOLE Board Member
JANE KACZMAREK Board Member
JAVIER ORTEGA Board Member
JUNE LI Board Member
LAURIE SOWD Board Member
OLIN BARRETT Board Member
ROGER MULLENDORE Board Member
THOMAS KIDDE Board Member

Tax year 2021

Name Title Phone Email Compensation
STEPHEN MCCURRY Executive Director 2.8% of Rev
V SHANNON CLYNE Board President
JUDITH KELLY Secretary
ANDREW ROOKE Treasurer
ALISON LIFLAND Board Member
BRIAN P BROOKS Board Member
DAVE DAVIS Board Member
ERIC LEE Board Member
HENRY O EVERSOLE Board Member
JANE KACZMAREK Board Member
JAVIER ORTEGA Board Member
JUNE LI Board Member
LAURIE SOWD Board Member
OLIN BARRETT Board Member
ROGER MULLENDORE Board Member
THOMAS LEDDY UNTIL DEC 2019 Board Member
THOMAS KIDDE Board Member
Officer contact details, exact compensation figures, and active litigation are available to verified members.
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Score breakdown

Score breakdown

Financial resilience
50 / 100
weight 40%
Governance risk
58 / 100
weight 40%
Program scale
60 / 100
weight 20%
Overall
55 / 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.

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.