Structural Deficit
What does this mean?
Persistently low financial health over 5 years despite strong programmatic output. They are borrowing from their future (or bleeding an endowment) to pay for today's programs.
The Path Forward
The Truth-Teller
Forces necessary, painful cuts to preserve the core. It demands that the organization stop borrowing from its future and align its current programmatic output with actual sustainable revenue.
Title
Representative Institutions
Institutional Epochs
Historical Performance
| Year | Revenue | Top Comp | Comp % Rev | Score | Phase Label | Outlook | Details |
|---|---|---|---|---|---|---|---|
| 2023 | — | — | 14.6% | 26 | Critical Intervention Needed | Recovery | |
| 2022 | — | — | 26.7% | 21 | Critical Intervention Needed | Decline Risk | |
| 2021 | — | — | 21.2% | 30 | Critical Intervention Needed | Gov Risk | |
| 2020 | — | — | — | 40 | Financially Distressed | Recovery | |
| 2019 | — | — | 3.9% | 36 | Financially Distressed | Recovery | |
| 2018 | — | — | — | 47 | Fragile | Recovery | |
| 2017 | — | — | — | 35 | Critical Intervention Needed | Recovery | |
| 2016 | — | — | — | 23 | Critical Intervention Needed | Decline Risk | |
| 2015 | — | — | — | 43 | Financially Distressed | Recovery | |
| 2014 | — | — | — | 29 | Critical Intervention Needed | Stable Watch |
Officer compensation history
Tax year 2023
| Name | Title | Phone | Compensation | |
|---|---|---|---|---|
| DUANE BUSH | Board Member | — | ||
| SADE JONES | Board Member | — | ||
| KB | Board Member | — | ||
| JON IVESTER | Board Member | — | ||
| JO IVESTER | Board Member | — | ||
| MATT POPE | Board Member | — | ||
| LISA SCHEPS | Executive Dir. | — | ||
| SUSAN MCLELAND | Chairman | — | ||
| PATTI NEFF-TIVEN | Board Member | — | ||
| NICOLE SHIRO | Board President | — |
Tax year 2022
| Name | Title | Phone | Compensation | |
|---|---|---|---|---|
| SIMONE ALEXANDER | Board Member | — | ||
| BEN GIBSON | MANAGER | — | ||
| SADE JONES | Board Member | — | ||
| KB | Board Member | — | ||
| JON IVESTER | Board Member | — | ||
| JO IVESTER | Board Member | — | ||
| MATT POPE | Board Member | — | ||
| LISA SCHEPS | Board Member | — | ||
| SUSAN MCLELAND | Chairman | — | ||
| PATTI NEFF-TIVEN | Board Member | — | ||
| NICOLE SHIRO | Board President | — | ||
| ROBIN RICHARDSON | Secretary | — | ||
| JEREMY CORN | Treasurer | — |
Tax year 2021
| Name | Title | Phone | Compensation | |
|---|---|---|---|---|
| LISA SCHEPS | Board Member | — | ||
| SUSAN MCLELAND | Chairman | — | ||
| PATTI NEFF-TIVEN | Board Member | — | ||
| NICOLE SHIRO | Board Member | — | ||
| SUSAN POLLACK | Secretary | — | ||
| JON IVESTER | Board Member | — | ||
| MATREX KILGORE | Board Member | — | ||
| ROBIN RICHARDSON | Board Member | — | ||
| MATT POPE | Board Member | — |
Score breakdown
The three components combine into a single 0–100 score weighted as shown. Full methodology →
Peer comparison
Compared to 132 other orgs in TX with NTEE prefix A6.
Most-divergent component: financial score sits 27 points below the peer median (5 vs. 32).
5-year trend: Structural Deficit
Persistently low financial health over 5 years despite strong programmatic output. They are borrowing from their future (or bleeding an endowment) to pay for today's programs.
Overall score has gone from 36 → 26 over 5 years (declining by 10 points). A multi-year directional move of this magnitude is a signal worth investigating.
What's driving this score
- Comp-to-revenue ratio of 14.6% 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.