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
Institutional Health Scores
5-yr trend: Institutional Maturation ↓
Overall
46
Score
Governance
55
Score
Financial
30
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
Institutional Maturation
Historical Performance
| Year | Revenue | Top Comp | Comp % Rev | Score | Phase Label | Outlook | Details |
|---|---|---|---|---|---|---|---|
| 2023 | Hidden | Hidden | 9.4% | 46 | Financially Distressed | Decline Risk | |
| 2022 | — | — | 6.0% | 54 | Fragile | Recovery | |
| 2021 | — | — | 15.1% | 48 | Fragile | Gov Risk | |
| 2020 | — | — | 13.2% | 52 | Fragile | Recovery | |
| 2019 | — | — | 6.8% | 50 | Fragile | Recovery | |
| 2018 | — | — | 4.4% | 43 | Financially Distressed | Decline Risk | |
| 2017 | — | — | 4.5% | 35 | Financially Distressed | Decline Risk | |
| 2016 | — | — | 6.3% | 34 | Critical Intervention Needed | Decline Risk | |
| 2015 | — | — | 3.5% | 41 | Financially Distressed | Recovery | |
| 2014 | — | — | 8.3% | 34 | Critical Intervention Needed | Decline Risk | |
| 2013 | — | — | 3.8% | 37 | Financially Distressed | Decline Risk | |
| 2012 | — | — | 5.7% | 46 | Financially Distressed | Stable Watch | |
| 2011 | — | — | 6.6% | 46 | Financially Distressed | Stable Watch |
Officer compensation history
Tax year 2023
| Name | Title | Phone | Compensation | |
|---|---|---|---|---|
| DAVID BENNETT | Executive Director | 3.8% of Rev | ||
| JEANNIE POSNER | Treasurer | 2.7% of Rev | ||
| RISE WALTER | CMO | 2.0% of Rev | ||
| BRUCE STASYNA | MUSIC CONDUCTOR | 1.5% of Rev | ||
| PETER SHAVITZ | CDO | 1.5% of Rev | ||
| JOAN FOSTER | STAFF | 1.2% of Rev | ||
| CLIFF THRASHER | Staff | 1.2% of Rev | ||
| ROBERT H KAPLAN PHD | Board Member | — | ||
| SARAH B MARSH-REBELO | Board President | — | ||
| JANET WHITE | Board President | — | ||
| STACY KELLNER-ROSENBERG | Treasurer | — | ||
| VERONICA LEFF | Board Member | — | ||
| BARRY WELLINS | Vice President | — | ||
| CANDACE CARROLL | Secretary | — | ||
| JOANN CLARK | Board Member | — | ||
| EUGENE MITCH MITCHELL | Board Member | — | ||
| JOAN HENKELMANN | Board Member | — | ||
| KARL HOSTETLER | Board Member | — | ||
| CAROL LAZIER | Board Member | — | ||
| RONALD G LEONARDI | Board Member | — | ||
| JOSEPH MARTINEZ | Board Member | — | ||
| JAMES A MERRITT | Board Member | — | ||
| ROGER MILLS | Board Member | — | ||
| CLAIRE REISS | Board Member | — | ||
| MICHAEL NOVAK | Board Member | — | ||
| DAVID DUTHU | Board Member | — | ||
| HOPE CARLSON | Board Member | — | ||
| GLORIA M SHURMAN | Board Member | — | ||
| LINDA P SPUCK | Board Member | — | ||
| MARY LINDENSTEIN WALSHOK | Board Member | — | ||
| SARA ZAKNOEN | Board Member | — |
Tax year 2022
| Name | Title | Phone | Compensation | |
|---|---|---|---|---|
| DAVID BENNETT | Executive Director | 3.9% of Rev | ||
| JEANNIE POSNER | Treasurer | 2.9% of Rev | ||
| RISE WALTER | CMO | 2.1% of Rev | ||
| BRUCE STASYNA | MUSIC CONDUCTOR | 1.6% of Rev | ||
| PETER SHAVITZ | CDO | 1.5% of Rev | ||
| CLIFF THRASHER | Staff | 1.4% of Rev | ||
| JOAN FOSTER | STAFF | 1.3% of Rev | ||
| ROBERT H KAPLAN PHD | Board Member | — | ||
| SARAH B MARSH-REBELO | Board President | — | ||
| JANET WHITE | Board Member | — | ||
| STACY KELLNER-ROSENBERG | Treasurer | — | ||
| VERONICA LEFF | Secretary | — | ||
| BARRY WELLINS | Board Member | — | ||
| CANDACE CARROLL ESQ | Board Member | — | ||
| JOANN CLARK | Board Member | — | ||
| DAVID DUTHU | Board Member | — | ||
| JOAN HENKELMANN | Board Member | — | ||
| KARL HOSTETLER MD | Board Member | — | ||
| CAROL LAZIER | Board Member | — | ||
| RONALD G LEONARDI PHD | Board Member | — | ||
| JOSEPH P MARTINEZ | Board Member | — | ||
| JAMES A MERRITT | Board Member | — | ||
| ROGER G MILLS MD | Board Member | — | ||
| EUGENE MITCH MITCHELL | Board Member | — | ||
| MIKE NOVAK | Board Member | — | ||
| THOMAS SHIFTAN MD | Board Member | — | ||
| GLORIA M SHURMAN PHD | Board Member | — | ||
| LINDA P SPUCK | Board Member | — | ||
| MARY LINDENSTEIN WALSHOK PHD | Board Member | — | ||
| SARA ZAKNOEN MD | Board Member | — |
Tax year 2021
| Name | Title | Phone | Compensation | |
|---|---|---|---|---|
| DAVID BENNETT | Board Member | 3.3% of Rev | ||
| RISE WALTER | CHIEF MARKETING OFFICER | 2.2% of Rev | ||
| JEANNIE POSNER | Treasurer | 1.9% of Rev | ||
| BRUCE STASYNA | MUSIC CONDUCTOR | 1.3% of Rev | ||
| CLIFFORD THRASHER | DIR AUD RELATION | 1.2% of Rev | ||
| CAROL LAZIER | Board Member | — | ||
| KEVIN AHERN | Board Member | — | ||
| JAMES A MERRITT MD | Board Member | — | ||
| RONALD LEONARDI PHD | Board Member | — | ||
| ROGER G MILLS MD | Board Member | — | ||
| STACY KELLNER-ROSENBERG | Treasurer | — | ||
| CANDACE CARROLL | Board Member | — | ||
| DAVID BRENNER MD | Board Member | — | ||
| DAVID DUTHU | Board Member | — | ||
| EUGENE MITCHELL | Board Member | — | ||
| THOMAS SHIFTAN MD | Board Member | — | ||
| SARAH B MARSH-REBELO GG | Chairman | — | ||
| TERESA FISCHLOWITZ | Board Member | — | ||
| MICHAEL NOVAK | Board Member | — | ||
| JAMES FORBES PHD | Board Member | — | ||
| RICHARD J ULEVITCH PHD | Board Member | — | ||
| GLORIA SHURMAN | Board Member | — | ||
| JOANN CLARK | Board Member | — | ||
| DAME ZANDRA RHODES | Board Member | — | ||
| LINDA SPUCK | Secretary | — | ||
| JOAN HENKELMANN | Board Member | — | ||
| MARY LINDENSTEIN WALSHOK | Board Member | — | ||
| BARRY WELLINS | Board Member | — | ||
| ROBERT H KAPLAN PHD | Board President | — | ||
| KARL HOSTETLER MD | Board Member | — | ||
| VERONICA LEFF | Board Member | — | ||
| JANET WHITE | Board Member | — | ||
| SARA ZAKNOEN | 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
30 / 100
weight 40%
Governance risk
55 / 100
weight 40%
Program scale
60 / 100
weight 20%
Overall
46 / 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.
Overall score has gone from 50 → 46 over 5 years (declining by 4 points).
What's driving this score
- Comp-to-revenue ratio of 9.4% 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.