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
46
Score
Governance
55
Score
Financial
30
Score
Program
60
Score
Title
-
Institutions
-
Avg Revenue
-
Risk Profile
Representative Institutions
Institutional Epochs
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 | — | — | 9.0% | 46 | Financially Distressed | Recovery | |
| 2022 | — | — | 10.8% | 50 | Fragile | Decline Risk | |
| 2021 | — | — | 6.4% | 54 | Fragile | Recovery | |
| 2020 | — | — | 10.5% | 48 | Fragile | Decline Risk | |
| 2019 | — | — | 9.8% | 54 | Fragile | Stable Watch | |
| 2018 | — | — | 9.3% | 54 | Fragile | Recovery | |
| 2017 | — | — | 9.4% | 50 | Fragile | Decline Risk | |
| 2016 | — | — | 9.2% | 50 | Fragile | Recovery | |
| 2015 | — | — | 10.4% | 51 | Fragile | Recovery | |
| 2014 | — | — | 11.4% | 45 | Fragile | Decline Risk | |
| 2013 | — | — | 9.6% | 50 | Fragile | Recovery | |
| 2012 | — | — | 8.4% | 48 | Fragile | Stable Watch |
Officer compensation history
Tax year 2026
| Name | Title | Phone | Compensation | |
|---|---|---|---|---|
| JULIE REILLY | Executive Director | Hidden | ||
| MICHELLE DEROSE | Treasurer | Hidden | ||
| KATIE HAZLETT-SCHMIDT | Board President | — | ||
| GEORGE AHI | Secretary | — | ||
| JOE FINNEGAN | Treasurer | — | ||
| OLIVIER MESLAY | Board Member | — | ||
| ANNA D'AMBROSIO | Board Member | — | ||
| PAULA CONSOLINI | Board Member | — | ||
| STEPHEN HANNOCK | Board Member | — | ||
| LYDIA HEMPHILL | Board Member | — | ||
| SUSAN CROSS | Board Member | — | ||
| DIANE HART | Board Member | — | ||
| PAM FRANKS | Board Member | — | ||
| RAND SUFFOLK | Board Member | — | ||
| ERICA BOYD JACOB | Board Member | — |
Tax year 2023
| Name | Title | Phone | Compensation | |
|---|---|---|---|---|
| THOMAS BRANCHICK | Board Member | Hidden | ||
| TERESA HASKINS | Treasurer | Hidden | ||
| TERESA HASKINS | Treasurer | Hidden | ||
| KATIE HAZLETT-SCHMIDT | Board President | — | ||
| BRUCE GRINNELL | Secretary | — | ||
| JOE FINNEGAN | Treasurer | — | ||
| OLIVIER MESLAY | Board Member | — | ||
| ANNA D'AMBROSIO | Board Member | — | ||
| PAULA CONSOLINI | Board Member | — | ||
| SUSAN DUNN | Board Member | — | ||
| STEPHEN HANNOCK | Board Member | — | ||
| DEBORAH DIEMENTE | Board Member | — | ||
| LYDIA HEMPHILL | Board Member | — | ||
| PAUL NEELY | Board Member | — | ||
| HEATHER NOLIN | Board Member | — | ||
| ERICA BOYD JACOB | Board Member | — | ||
| SUSAN CROSS | Board Member | — | ||
| LAUREN SILVERSON | Board Member | — | ||
| DIANE HART | Board Member | — | ||
| JULIE REILLY | Executive Director | — | ||
| KATIE HAZLETT-SCHMIDT | Board President | — | ||
| BRUCE GRINNELL | Secretary | — | ||
| JOE FINNEGAN | Treasurer | — | ||
| OLIVIER MESLAY | Board Member | — | ||
| ANNA D'AMBROSIO | Board Member | — | ||
| PAULA CONSOLINI | Board Member | — | ||
| STEPHEN HANNOCK | Board Member | — | ||
| LYDIA HEMPHILL | Board Member | — | ||
| HEATHER NOLIN | Board Member | — | ||
| ERICA BOYD JACOB | Board Member | — | ||
| SUSAN CROSS | Board Member | — | ||
| LAUREN SILVERSON | Board Member | — | ||
| DIANE HART | Board Member | — |
Tax year 2022
| Name | Title | Phone | Compensation | |
|---|---|---|---|---|
| THOMAS BRANCHICK | Board Member | Hidden | ||
| KATIE HAZLETT-SCHMIDT | Board President | — | ||
| BRUCE GRINNELL | Secretary | — | ||
| JOE FINNEGAN | Treasurer | — | ||
| OLIVIER MESLAY | Board Member | — | ||
| ANNA D'AMBROSIO | Board Member | — | ||
| PAULA CONSOLINI | Board Member | — | ||
| SUSAN DUNN | Board Member | — | ||
| STEPHEN HANNOCK | Board Member | — | ||
| DEBORAH DIEMENTE | Board Member | — | ||
| LYDIA HEMPHILL | Board Member | — | ||
| PAUL NEELY | Board Member | — | ||
| HEATHER NOLIN | Board Member | — | ||
| ERICA BOYD JACOB | Board Member | — | ||
| SUSAN CROSS | Board Member | — | ||
| LAUREN SILVERSON | Board Member | — | ||
| DIANE HART | 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 18 other orgs in MA with NTEE prefix A4.
Most-divergent component: financial score sits 48 points below the peer median (30 vs. 78).
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 9.0% 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.