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
45
Score
Governance
58
Score
Financial
25
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 |
|---|---|---|---|---|---|---|---|
| 2024 | Hidden | Hidden | — | — | Unknown | — | |
| 2023 | Hidden | Hidden | 3.4% | 45 | Financially Distressed | Decline Risk | |
| 2022 | — | — | 3.4% | 55 | Fragile | Recovery | |
| 2021 | — | — | 3.6% | 53 | Fragile | Recovery | |
| 2020 | — | — | 6.9% | 48 | Fragile | Decline Risk | |
| 2019 | — | — | 3.9% | 53 | Fragile | Decline Risk | |
| 2018 | — | — | 3.4% | 55 | Fragile | Stable Watch | |
| 2017 | — | — | 2.9% | 55 | Fragile | Recovery | |
| 2016 | — | — | 3.3% | 51 | Fragile | Stable Watch | |
| 2015 | — | — | 2.9% | 51 | Fragile | Recovery | |
| 2014 | — | — | 8.1% | 48 | Fragile | Recovery | |
| 2013 | — | — | 4.5% | 47 | Financially Distressed | Decline Risk | |
| 2012 | — | — | 4.0% | 45 | Financially Distressed | Decline Risk | |
| 2011 | — | — | 4.2% | 51 | Fragile | Stable Watch |
Officer compensation history
Tax year 2025
| Name | Title | Phone | Compensation | |
|---|---|---|---|---|
| ANDY BROWN | Executive Director | 3.4% of Rev | ||
| PRISCILLA MCCLURE | Board Member | — | ||
| ROBERT MICHERO | Board President | — | ||
| KIMBERLY S WINICK | Board President | — | ||
| CARL COOPER | Board Member | — | ||
| REGGIE WILSON | Board President | — | ||
| PAMELA ACKRICH | Board Member | — | ||
| FREDDI HILL | Board Member | — | ||
| RAYMOND KEPNER | Board Member | — | ||
| DR ALAN FISHER | Board Member | — | ||
| DR ANNETTE L ERMSHAR | Board Member | — | ||
| ELIZABETH GROSSMAN BESCH | Board Member | — | ||
| CRAIG COLBATH | Vice President | — | ||
| GREG HOLCOMB | Vice President | — | ||
| LESLIE HOCKETT MARBLE | Vice President | — | ||
| STEPHEN MIYABE | Board Member | — | ||
| SHADI SANBAR | Board Member | — | ||
| ANNELIA SARGENT | Board Member | — | ||
| SANFORD FREY | Board President | — | ||
| JUDY KOLB | Vice President | — | ||
| STEVEN T ROSEN MD | Board Member | — | ||
| VICTORIA SCHWARTZ | Board Member | — | ||
| ANGEL CHEN | Board Member | — | ||
| SUSAN M POSTMAN | Board Member | — | ||
| SHELLEY B THOMPSON | Board Member | — | ||
| MARSHA WILLHITE | Board Member | — | ||
| BAIRD MARBLE | Treasurer | — | ||
| MARYAM SHAH-HOSSEINI | Board Member | — | ||
| Barbara Steinwedell | Vice President | — |
Tax year 2023
| Name | Title | Phone | Compensation | |
|---|---|---|---|---|
| LORA UNGER | Executive Director | 3.7% of Rev | ||
| DIANE C RANKIN | Board President | — | ||
| PRISCILLA MCCLURE | Secretary | — | ||
| ROBERT MICHERO | Board President | — | ||
| KIMBERLY S WINICK | Board President | — | ||
| CARL COOPER | Board Member | — | ||
| BARBARA STEINWEDELL | Board President | — | ||
| REGINALD A WILSON | Board President | — | ||
| PAM ACKRICH | Board Member | — | ||
| CLARA MAARSE | Board Member | — | ||
| FREDDI HILL | Board Member | — | ||
| RAYMOND KEPNER | Board President | — | ||
| DR ALAN FISHER | Board Member | — | ||
| DR ANNETTE L ERMSHAR | Board President | — | ||
| ELIZABETH GROSSMAN BESCH | Board Member | — | ||
| CRAIG COLBATH | Board Member | — | ||
| M BRIAN MCMAHON | Board President | — | ||
| MARYAM SHAH-HOSSEINI | Board Member | — | ||
| JOSEPH GROSSO | Board Member | — | ||
| GREG HOLCOMB | Board Member | — | ||
| LESLIE MARBLE | Board Member | — | ||
| STEPHEN MIYABE | Board Member | — | ||
| SHADI SANBAR | Board Member | — | ||
| ANNELIA SARGENT | Board Member | — | ||
| KAY WOLKING | Treasurer | — | ||
| CATHERINE TINK CHENEY | Board Member | — | ||
| JOSHUA DRISKELL | Board Member | — | ||
| JEFF HACKER | Board Member | — | ||
| JUDY KOLB | Board Member | — | ||
| DR PHILIP PEARSON | Board Member | — | ||
| DONNA PEREZ | Board Member | — | ||
| STEVEN T ROSEN | Board Member | — | ||
| VICTORIA SCHWARTZ | Board Member | — | ||
| IDOYA URRUTIA | Board Member | — |
Tax year 2022
| Name | Title | Phone | Compensation | |
|---|---|---|---|---|
| LORA UNGER | Executive Director | 3.7% of Rev | ||
| LORA UNGER | Executive Director | 3.4% of Rev | ||
| DIANE C RANKIN | Board President | — | ||
| PRISCILLA MCCLURE | Secretary | — | ||
| ROBERT MICHERO | Treasurer | — | ||
| KIMBERLY S WINICK | Board Member | — | ||
| CARL COOPER | Board Member | — | ||
| BARBARA STEINWEDELL | Board President | — | ||
| REGINALD A WILSON | Board President | — | ||
| PAM ACKRICH | Board Member | — | ||
| CLARA MAARSE | Board Member | — | ||
| FREDDI HILL | Board Member | — | ||
| RAYMOND KEPNER | Board President | — | ||
| CATHERINE CHENEY | Board Member | — | ||
| DR ALAN FISHER | Board Member | — | ||
| DR ANNETTE L ERMSHAR | Board President | — | ||
| CHARLIE MUSTACHIA | Board President | — | ||
| MARGARET SWDENQUIST | Board Member | — | ||
| WILLIAM E THOMSON | Board Member | — | ||
| CRAIG COLBATH | Board Member | — | ||
| M BRIAN MCMAHON | Board President | — | ||
| DARRELL BROOKE | Board Member | — | ||
| JOANNE FREED | Board Member | — | ||
| JOSEPH GROSSO | Board Member | — | ||
| GREG HOLCOMB | Board Member | — | ||
| KARA LEW | Board Member | — | ||
| LESLIE MARBLE | Board Member | — | ||
| STEPHEN MIYABE | Board Member | — | ||
| SHADI SANBAR | Board Member | — | ||
| ANNELIA SARGENT | Board Member | — | ||
| MARYAM SHAH-HOSSEINI | Board Member | — | ||
| DRUSIE TAYLOR | Board Member | — | ||
| KAY WOLKING | Board Member | — | ||
| DIANE C RANKIN | Vice President | — | ||
| PRISCILLA MCCLURE | Secretary | — | ||
| ROBERT MICHERO | Treasurer | — | ||
| KIMBERLY S WINICK | Board Member | — | ||
| CARL COOPER | Board President | — | ||
| BARBARA STEINWEDELL | Board President | — | ||
| REGINALD A WILSON | Board President | — | ||
| DONALD P CLARK | Board Member | — | ||
| PAM ACKRICH | Vice President | — | ||
| CLARA MAARSE | Board Member | — | ||
| FREDDI HILL | Board Member | — | ||
| RAYMOND KEPNER | Board President | — | ||
| KAY E KOCHENDERFER | Board President | — | ||
| RONALD M LABRAN | Board President | — | ||
| BRIAN MCDERMOTT | Vice President | — | ||
| SUSAN SHIEFF | Board Member | — | ||
| CAROLYN WATSON | Board Member | — | ||
| CATHERINE CHENEY | Board Member | — | ||
| DR ALAN FISHER | Board Member | — | ||
| DR ANNETTE L ERMSHAR | Board Member | — | ||
| MICHAEL H LEB | Board Member | — | ||
| CHARLIE MUSTACHIA | Board Member | — | ||
| MARGARET H SEDENQUIST | Board Member | — | ||
| CHELISA VAGIM | Board Member | — | ||
| ELIZABETH GROSSMAN BESCH | Board Member | — | ||
| SHARLA DURANT | Board Member | — | ||
| WILLIAM E THOMSON | Board Member | — | ||
| CHRIS AQUINO | Board Member | — | ||
| CRAIG COLBATH | Board Member | — | ||
| M BRIAN MCMAHON | Board Member | — |
Tax year 2021
| Name | Title | Phone | Compensation | |
|---|---|---|---|---|
| LORA UNGER | Executive Director | 3.4% of Rev | ||
| DIANE C RANKIN | Vice President | — | ||
| PRISCILLA MCCLURE | Secretary | — | ||
| ROBERT MICHERO | Treasurer | — | ||
| KIMBERLY S WINICK | Board Member | — | ||
| CARL COOPER | Board Member | — | ||
| REGINALD A WILSON | Board President | — | ||
| PAM ACKRICH | Board Member | — | ||
| CLARA MAARSE | Board Member | — | ||
| FREDDI HILL | Board Member | — | ||
| RAYMOND KEPNER | Board President | — | ||
| DR ALAN FISHER | Board Member | — | ||
| DR ANNETTE L ERMSHAR | Vice President | — | ||
| MARGARET H SEDENQUIST | Board Member | — | ||
| WILLIAM E THOMSON | Board President | — | ||
| CRAIG COLBATH | Board Member | — | ||
| M BRIAN MCMAHON | Vice President | — | ||
| MARYAM SHAH-HOSSEINI | Board Member | — | ||
| Darell G Brooke | Board Member | — | ||
| Tink Cheney | Board Member | — | ||
| JOEY FREED | Board Member | — | ||
| VERONICA GARABEDIAN | Board Member | — | ||
| JOSEPH GROSSO | Board Member | — | ||
| GREG HOLCOMB | Board Member | — | ||
| LESLIE MARBLE | Board Member | — | ||
| KARA LEW LAREW | Board Member | — | ||
| CANDICE ROSEN | Board Member | — | ||
| SHADI S SANBAR | Board Member | — | ||
| PROF ANNEILA SARGENT | Board Member | — | ||
| DRUSIE TAYLOR | Board Member | — | ||
| KAY WOLKING | Board Member | — | ||
| CHARLIE MUSTACHIA | Vice President | — | ||
| BARBARA M STEINWEDELL | Board President | — |
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Score breakdown
Score breakdown
Financial resilience
25 / 100
weight 40%
Governance risk
58 / 100
weight 40%
Program scale
60 / 100
weight 20%
Overall
45 / 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
- Comp-to-revenue ratio of 3.4% 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.