Institutional Maturation
Institutional Maturation
Institutional Maturation Market Archetype Mechanical Natural
Tier
Developing
Trajectory Thumbprint

Institutional Maturation

What does this mean?

The gold standard. 10-year slow, steady, concurrent growth across Financial Health, Governance, and Program. Leadership is scaling their oversight and impact in lockstep.

The Path Forward

The Crown

A mandate to lead the sector. It encourages the organization to mentor emerging nonprofits and embark on generational capital projects, leveraging their profound stability.

The Crown
The Crown
Institutional Health Scores
5-yr trend: Institutional Maturation
Overall
54
Score
Governance
55
Score
Financial
50
Score
Program
60
Score

Institutional Epochs

2011
2012
2013
2014
2015
2016
2017
2018
2019
2020
2021
2022
2023
2024
Financial Era
Governance Era
Trajectory Era
Institutional Maturation

Historical Performance

Year Revenue Top Comp Comp % Rev Score Phase Label Outlook Details
2025 Hidden Hidden Unknown
2024 Hidden Hidden Unknown
2023 Hidden Hidden 8.4% 54 Fragile Stable Watch
2022 3.3% 55 Fragile Recovery
2021 17.1% 47 Fragile Decline Risk
2020 14.2% 52 Fragile Recovery
2019 20.0% 47 Fragile Gov Risk
2018 18.2% 47 Fragile Decline Risk
2017 52 Fragile Recovery
2016 45 Fragile Decline Risk
2015 52 Fragile Recovery
2014 41 Financially Distressed Decline Risk
2013 49 Fragile Stable Watch
2012 49 Fragile Stable Watch

Officer compensation history

Tax year 2026

Name Title Phone Email Compensation
KAREN LOUIS Executive Director 10.4% of Rev
JEFFREY C DE FRANCISCO Board President
MAUREEN MCCONNELL Secretary
SEAN CAUVEL Board Member
DR JOSHUA SMITH Board Member
SERGE KASIMOFF Board Member
BRUCE GORELICK Treasurer
ALEX LALIN Board President
ROGER ZICKFELD Board Member
GERMAINE FRANCO Board Member

Tax year 2025

Name Title Phone Email Compensation
KAREN LOUIS Executive Director 8.4% of Rev
JEFFREY C DE FRANCISCO Board President
MAUREEN MCCONNELL Secretary
SEAN CAUVEL Board Member
DR JOSHUA SMITH Board Member
SERGE KASIMOFF Board Member
BRUCE GORELICK Treasurer
ALEX LALIN Board President
ROGER ZICKFELD Board Member
GERMAINE FRANCO Board Member

Tax year 2023

Name Title Phone Email Compensation
KAREN LOUIS Executive Director 7.8% of Rev
JEFFREY C DE FRANCISCO Board President
MAUREEN MCCONNELL Secretary
SEAN CAUVEL Board President
DR JOSHUA SMITH Board Member
SERGE KASIMOFF Board Member
BRUCE GORELICK Treasurer

Tax year 2022

Name Title Phone Email Compensation
KAREN LOUIS Executive Director 7.4% of Rev
JEFFREY C DE FRANCISCO Board President
MAUREEN MCCONNELL Secretary
SEAN CAUVEL Treasurer
DR JOSHUA SMITH Board Member
SERGE KASIMOFF Board Member
BRUCE GORELICK 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
55 / 100
weight 40%
Program scale
60 / 100
weight 20%
Overall
54 / 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: Institutional Maturation

The gold standard. 10-year slow, steady, concurrent growth across Financial Health, Governance, and Program. Leadership is scaling their oversight and impact in lockstep.

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.