Institutional Maturation
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
The Crown
Institutional Health Scores
5-yr trend: Institutional Maturation
Overall
55
Score
Governance
58
Score
Financial
50
Score
Program
60
Score

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
2025 Hidden Hidden Unknown
2024 Hidden Hidden Unknown
2023 Hidden Hidden 3.6% 55 Fragile Stable Watch
2022 4.4% 52 Fragile Recovery
2021 49 Fragile Recovery
2020 50 Fragile Recovery
2019 38 Financially Distressed Recovery
2018 49 Fragile Recovery
2017 33 Critical Intervention Needed Decline Risk
2016 12.4% 48 Fragile Recovery
2015 28.5% 32 Critical Intervention Needed Recovery
2014 53.9% 15 Critical Intervention Needed Gov Risk
2013 28.9% 28 Critical Intervention Needed Recovery
2012 10.0% 40 Fragile Recovery
2011 51.4% 26 Critical Intervention Needed Stable Watch

Officer compensation history

Tax year 2025

Name Title Phone Email Compensation
Robert Willenbrink Executive Director 4.2% of Rev
Robert Willenbrink Board Member 3.8% of Rev
Robert Willenbrink Board Member 3.6% of Rev
Paul C Balsamo Board Member
John Mettee IV Board Member
Larry Noto Board Member
Robert Rich Board Member
Jon Kohler Board Member
Debi Williams Board Member
Amy Jahnigen Board Member
Claudine Adams Board Member
Paul C Balsamo Board Member
Anthony Lisuzzo Board Member
John Mettee IV Board Member
Mary Teddy Wray Board Member
Larry Noto Board Member
John Bellantoni Board Member
Robert Rich Board Member
Katherine Kelly Board Member
Jon Kohler Board Member
Terry Bostock Board Member
Amy Jahnigen Board Member
Carolyn Evans Board President
Claudine Adams Board Member
George Hergenhahn Treasurer
Anthony Lisuzzo Board Member
Kathleen Heidelmaier Secretary
Mary Teddy Wray Board Member
Cynthia Hergenhahn Board President
John Bellantoni Board Member
Katherine Kelly Board Member
Terry Bostock Board Member
Carolyn Evans Board President
George Hergenhahn Treasurer
Kathleen Heidelmaier Secretary
Cynthia Hergenhahn Board President
Paul C Balsamo Board Member
John Mettee IV Board Member
Larry Noto Board Member
Robert Rich Board Member
Jon Kohler Board Member
Amy Jahnigen Board Member
Claudine Adams Board Member
Anthony Lisuzzo Board Member
Mary Teddy Wray Board Member
John Bellantoni Board Member
Katherine Kelly Board Member
Terry Bostock Board Member
Anthony Wohlers Board Member
Carolyn Evans Board President
George Hergenhahn Treasurer
Kathleen Heidelmaier Secretary
Cynthia Hergenhahn Board President

Tax year 2022

Name Title Phone Email Compensation
Carolyn Evans Board President
Mary Teddy Wray Board President
Tobias Musser Board Member
George Hergenhahn Treasurer
Kathleen Heidelmaier Secretary
Cynthia Hergenhahn Board Member
Paul C Balsamo Board Member
Anthony Lisuzzo Board Member
John Mettee IV Board Member
Larry Noto Board Member
Robert Rich Board Member
Benny Russell Board Member
Jon Kohler Board Member
Debi Williams Board Member
Robert Willenbrink Board Member

Tax year 2021

Name Title Phone Email Compensation
TOBY MUSSER Board President
DR MARY TEDDY WRAY Board President
PAUL BALSAMO Treasurer
CAROLYN EVANS Board Member
KATHY HEIDELMAIER Secretary
ANTHONY LISUZZO Board Member
LARRY NOTO Board Member
JOHN V METTEE IV Board Member
ROBERT RICH Board Member
DEBI WILLIAMS Board Member
DR BENNY RUSSELL 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
50 / 100
weight 40%
Governance risk
58 / 100
weight 40%
Program scale
60 / 100
weight 20%
Overall
55 / 100
Developing

The three components combine into a single 0–100 score weighted as shown. Full methodology →

Peer comparison

Compared to 75 other orgs in MD with NTEE prefix A6.

Most-divergent component: program score sits 34 points above the peer median (60 vs. 26).

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.

What's driving this score

What would change this score

The two changes that would most improve this score:

  1. Stabilize program expenses or grow earned-income revenue to break the consecutive-deficit pattern (~8 points to financial score).

Improving governance is a board decision. These are the levers.