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.
Title
Representative Institutions
Institutional Epochs
Historical Performance
| Year | Revenue | Top Comp | Comp % Rev | Score | Phase Label | Outlook | Details |
|---|---|---|---|---|---|---|---|
| 2025 | Hidden | Hidden | — | — | Unknown | — | |
| 2024 | Hidden | Hidden | — | — | Unknown | — | |
| 2023 | — | — | 20.4% | 33 | Critical Intervention Needed | Stable Watch | |
| 2022 | — | — | 34.2% | 32 | Critical Intervention Needed | Gov Risk | |
| 2021 | — | — | 35.0% | 42 | Governance-Stressed | Gov Risk | |
| 2020 | — | — | — | 47 | Financially Distressed | Stable Watch | |
| 2019 | — | — | — | 43 | Fragile | Recovery | |
| 2018 | — | — | — | 39 | Financially Distressed | Decline Risk | |
| 2017 | — | — | — | 43 | Fragile | Stable Watch | |
| 2016 | — | — | — | 43 | Financially Distressed | Recovery | |
| 2015 | — | — | — | 41 | Financially Distressed | Decline Risk | |
| 2014 | — | — | — | 43 | Fragile | Stable Watch | |
| 2013 | — | — | — | 43 | Fragile | Decline Risk | |
| 2012 | — | — | — | 47 | Fragile | Stable Watch |
Officer compensation history
Tax year 2025
| Name | Title | Phone | Compensation | |
|---|---|---|---|---|
| Shannon Riley | Bookkeeper | 9.7% of Rev | ||
| Lori Clark | Bookkeeper | 9.0% of Rev | ||
| Lourdes Rasdal | Board Member | 6.9% of Rev | ||
| Carrie Freitag | Board Member | 3.9% of Rev | ||
| Carrie Freitag | Board Member | 3.5% of Rev | ||
| Beverly Jackson | Board President | — | ||
| Sara Harned | Board President | — | ||
| Linda Harding | Treasurer | — | ||
| Danee Kinzel | Secretary | — | ||
| Stuart Boyd | Board Member | — | ||
| Thomas Stone | Board Member | — | ||
| Bill Castleman | Board Member | — | ||
| Beverly Jackson | Board President | — | ||
| Sara Harned | Board President | — | ||
| Linda Harding | Treasurer | — | ||
| Danee Kinzel | Secretary | — | ||
| Stuart Boyd | Board Member | — | ||
| Thomas Stone | Board Member | — | ||
| Bill Castleman | Board Member | — | ||
| Bill Dunn | Board Member | — |
Tax year 2023
| Name | Title | Phone | Compensation | |
|---|---|---|---|---|
| Shannon Riley | Bookkeeper | 11.9% of Rev | ||
| Lourdes Rasdal | Board Member | 8.3% of Rev | ||
| Carrie Freitag | Board Member | 4.1% of Rev | ||
| Beverly Jackson | Board President | — | ||
| Sara Harned | Board President | — | ||
| Jeanne Milkey | Treasurer | — | ||
| Kay Bronstein | Secretary | — | ||
| Danee Kinzel | Board Member | — | ||
| Stuart Boyd | Board Member | — | ||
| Thomas Stone | Board Member | — | ||
| Bill Castleman | Board Member | — |
Tax year 2022
| Name | Title | Phone | Compensation | |
|---|---|---|---|---|
| Shannon Riley | Bookkeeper | 8.7% of Rev | ||
| Carrie Freitag | Board Member | 2.3% of Rev | ||
| Lourdes Rasdal | Board Member | 1.2% of Rev | ||
| Beverly Jackson | Board President | — | ||
| Sara Harned | Board President | — | ||
| Jeanne Milkey | Treasurer | — | ||
| Martha Chambers | Secretary | — | ||
| Stuart Boyd | Board Member | — | ||
| Carolyn James | Board Member | — | ||
| Danee Kinzel | Board Member | — | ||
| Kay Bronstein | Board Member | — |
Score breakdown
The three components combine into a single 0–100 score weighted as shown. Full methodology →
Peer comparison
Compared to 48 other orgs in FL with NTEE prefix A2.
Most-divergent component: financial score sits 16 points below the peer median (15 vs. 31).
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 20.4% 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:
- Separate signing authority from fundraising authority when both are held by one person — removes the concentration penalty (~12 points).
- 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.