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
50
Score
Governance
55
Score
Financial
40
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 |
|---|---|---|---|---|---|---|---|
| 2024 | Hidden | Hidden | — | — | Unknown | — | |
| 2023 | Hidden | Hidden | 7.4% | 50 | Fragile | Decline Risk | |
| 2022 | — | — | 5.3% | 54 | Fragile | Stable Watch | |
| 2021 | — | — | 3.1% | 55 | Fragile | Recovery | |
| 2020 | — | — | 6.8% | 52 | Fragile | Recovery | |
| 2019 | — | — | 4.2% | 51 | Fragile | Recovery | |
| 2018 | — | — | 4.8% | 50 | Fragile | Gov Risk | |
| 2017 | — | — | 5.3% | 48 | Fragile | Recovery | |
| 2016 | — | — | 2.6% | 41 | Financially Distressed | Recovery | |
| 2015 | — | — | — | 34 | Critical Intervention Needed | Decline Risk | |
| 2014 | — | — | 2.0% | 53 | Fragile | Recovery | |
| 2013 | — | — | 2.4% | 49 | Fragile | Recovery | |
| 2012 | — | — | — | 46 | Fragile | Stable Watch |
Officer compensation history
Tax year 2025
| Name | Title | Phone | Compensation | |
|---|---|---|---|---|
| CAROLYN KUAN | MUSIC DIRECT | Hidden | ||
| STEPHEN H COLLINS | Board President | Hidden | ||
| GERALD L HESS | Board Member | — | ||
| JANET LINK | Board Member | — | ||
| MARISSA BAUM | Board Member | — | ||
| JUNE ARCHER | Board Member | — | ||
| KRISTIN ROGER | Board Member | — | ||
| D WESTON BOYD | Board Member | — | ||
| PAMELA LUCAS | Board Member | — | ||
| JOSEPH D SPADA | Secretary | — | ||
| EDWIN S SHIRLEY | Board President | — | ||
| MATTHEW H LYNCH | Board President | — | ||
| MARK HAYES | Board President | — | ||
| KRISTEN PHILLIPS | Board President | — | ||
| BRUCE BARTH ESQ | Board President | — | ||
| ESTHER A PRYOR | Board President | — | ||
| STEPHEN F ROCHE | Board President | — | ||
| DIANE WHITNEY | VICE CHAIRMA | — | ||
| MATHEW P JASINSKI ESQ | VICE CHAIRMA | — | ||
| ROBERT C BAUSMITH | CHAIRMAN | — | ||
| KAREN SPROUT | Board Member | — | ||
| DAVID M ROTH | Board Member | — | ||
| HARVEY KELLY | Board Member | — | ||
| BOB GARTHWAIT JR | Board Member | — | ||
| ROBERT MURRAY | Board Member | — | ||
| JEFF VERNEY | Board Member | — | ||
| FRANCYS JESSON | Board Member | — | ||
| LUIS FEDERICO DIEZ-MORALES MD | Board Member | — | ||
| ABRAHAM L DAVIS | Board Member | — | ||
| KEITH GRANT | Board Member | — |
Tax year 2023
| Name | Title | Phone | Compensation | |
|---|---|---|---|---|
| CAROLYN KUAN | MUSIC DIRECT | Hidden | ||
| STEPHEN H COLLINS | Board President | Hidden | ||
| KRISTEN PHILLIPS | Board Member | — | ||
| GERALD L HESS | Board Member | — | ||
| KAREN SPROUT | Board Member | — | ||
| JOSEPH D SPADA | Board Member | — | ||
| BERNARD CLARK MD | Board Member | — | ||
| ANDREW L SALNER MD | Board Member | — | ||
| DAVID M ROTH | Board Member | — | ||
| ESTHER A PRYOR | Board Member | — | ||
| HARVEY KELLEY | Board Member | — | ||
| JANET LINK | Board Member | — | ||
| CYNTHIA TSENG | Board Member | — | ||
| BOB GARTHWAIT JR | Board Member | — | ||
| ROBERT MURRAY | Board Member | — | ||
| LUIS FEDERICO DIEZ-MORALES MD | Board Member | — | ||
| ABRAHAM L DAVIS | Board Member | — | ||
| KRISTIN ROGER | Board Member | — | ||
| SUZANNE BOURDEAUX | Board Member | — | ||
| ROBERT C BAUSMITH | Board Member | — | ||
| D WESTON BOYD | Board President | — | ||
| BRUCE BARTH ESQ | Board President | — | ||
| PAMELA LUCAS | Board President | — | ||
| EDWIN S SHIRLEY | Board President | — | ||
| MATTHEW H LYNCH | Board President | — | ||
| MARK HAYES | Board President | — | ||
| STEPHEN F ROCHE | Board President | — | ||
| DIANE WHITNEY | VICE CHAIRMA | — | ||
| MATHEW P JASINSKI ESQ | VICE CHAIRMA | — | ||
| JEFF VERNEY | CHAIRMAN | — |
Tax year 2022
| Name | Title | Phone | Compensation | |
|---|---|---|---|---|
| STEPHEN H COLLINS | EXECUTIVE DI | Hidden | ||
| STEPHEN H COLLINS | EXECUTIVE DI | Hidden | ||
| ANDREW L SALNER MD | Board Member | — | ||
| DAVID M ROTH | Board Member | — | ||
| ESTHER A PRYOR | Board Member | — | ||
| HARVEY KELLY | Board Member | — | ||
| JANET LINK | Board Member | — | ||
| CYNTHIA TSENG | Board Member | — | ||
| BOB GARTHWAIT JR | Board Member | — | ||
| ROBERT MURRAY | Board Member | — | ||
| LUIS FEDERICO DIEZ-MORALES MD | Board Member | — | ||
| ABRAHAM L DAVIS | Board Member | — | ||
| MARY WOODS | Board Member | — | ||
| D WESTON BOYD | Board Member | — | ||
| ROBERT C BAUSMITH | Board Member | — | ||
| BRUCE BARTH ESQ | Board President | — | ||
| SUZANNE BOURDEAUX | Board President | — | ||
| PAMELA LUCAS | Board President | — | ||
| EDWIN S SHIRLEY | Board President | — | ||
| MATTHEW H LYNCH | Board President | — | ||
| MARK HAYES | Board President | — | ||
| STEPHEN F ROCHE | Board President | — | ||
| DIANE WHITNEY | VICE CHAIRMA | — | ||
| MATHEW P JASINSKI ESQ | VICE CHAIRMA | — | ||
| JEFF VERNEY | CHAIRMAN | — | ||
| MEE-JUNG JANG | Board Member | — | ||
| GERALD L HESS | Board Member | — | ||
| KAREN SPROUT | Board Member | — | ||
| JOSEPH D SPADA | Board Member | — | ||
| BERNARD CLARK MD | Board Member | — | ||
| ANDREW L SALNER MD | Board Member | — | ||
| DAVID M ROTH | Board Member | — | ||
| ESTHER A PRYOR | Board Member | — | ||
| HARVEY KELLY | Board Member | — | ||
| JANET LINK | Board Member | — | ||
| CYNTHIA TSENG | Board Member | — | ||
| BOB GARTHWAIT JR | Board Member | — | ||
| ROBERT MURRAY | Board Member | — | ||
| LUIS FEDERICO DIEZ-MORALES MD | Board Member | — | ||
| ABRAHAM L DAVIS | Board Member | — | ||
| MARY WOODS | Board Member | — | ||
| D WESTON BOYD | Board Member | — | ||
| ROBERT C BAUSMITH | Board Member | — | ||
| BRUCE BARTH ESQ | Board President | — | ||
| SUZANNE BOURDEAUX | Board President | — | ||
| PAMELA LUCAS | Board President | — | ||
| EDWIN S SHIRLEY | Board President | — | ||
| MATTHEW H LYNCH | Board President | — | ||
| MARK HAYES | Board President | — | ||
| STEPHEN F ROCHE | Board President | — | ||
| DIANE WHITNEY | VICE CHAIRMA | — | ||
| MATHEW P JASINSKI ESQ | VICE CHAIRMA | — | ||
| JEFF VERNEY | CHAIRMAN | — | ||
| MEE-JUNG JANG | Board Member | — | ||
| GERALD L HESS | Board Member | — | ||
| KAREN SPROUT | Board Member | — | ||
| JOSEPH D SPADA | Board Member | — | ||
| MARK HAYES | Board Member | — |
Tax year 2021
| Name | Title | Phone | Compensation | |
|---|---|---|---|---|
| CAROLYN KUAN | MUSIC DIRECT | Hidden | ||
| STEPHEN H COLLINS | EXECUTIVE DI | Hidden | ||
| MEE-JUNG JANG | Board Member | — | ||
| GERALD L HESS | Board Member | — | ||
| KAREN SPROUT | Board Member | — | ||
| JOSEPH D SPADA | Board Member | — | ||
| MARK HAYES | Board Member | — | ||
| ANDREW L SALNER MD | Board Member | — | ||
| DAVID M ROTH | Board Member | — | ||
| ESTHER A PRYOR | Board Member | — | ||
| HARVEY KELLY | Board Member | — | ||
| BROOK R JASON | Board Member | — | ||
| ANGELA GRIFFIN | Board Member | — | ||
| BOB GARTHWAIT JR | Board Member | — | ||
| ROBERT MURRAY | Board Member | — | ||
| LUIS FEDERICO DIEZ-MORALES MD | Board Member | — | ||
| ABRAHAM L DAVIS | Board Member | — | ||
| MARY WOODS | Board Member | — | ||
| D WESTON BOYD | Board Member | — | ||
| ROBERT C BAUSMITH | Board Member | — | ||
| BRUCE BARTH ESQ | Board President | — | ||
| SUZANNE BOURDEAUX | Board President | — | ||
| PAMELA LUCAS | Board President | — | ||
| EDWIN S SHIRLEY | Board President | — | ||
| MATTHEW H LYNCH | Board President | — | ||
| BERNARD CLARK MD | Board President | — | ||
| STEPHEN F ROCHE | Board President | — | ||
| JOHN H BEERS ESQ | Secretary | — | ||
| DIANE WHITNEY | VICE CHAIRMA | — | ||
| MATHEW P JASINSKI ESQ | VICE CHAIRMA | — | ||
| JEFF VERNEY | CHAIRMAN | — |
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Score breakdown
Score breakdown
Financial resilience
40 / 100
weight 40%
Governance risk
55 / 100
weight 40%
Program scale
60 / 100
weight 20%
Overall
50 / 100
Developing
The three components combine into a single 0–100 score weighted as shown. Full methodology →
Peer comparison
Compared to 130 other orgs in CT with NTEE prefix A6.
Most-divergent component: program score sits 32 points above the peer median (60 vs. 28).
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 7.4% sits within the sector's healthy band (18–22%).
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.