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
55
Score
Governance
58
Score
Financial
50
Score
Program
60
Score
Title
-
Institutions
-
Avg Revenue
-
Risk Profile
Representative Institutions
Institutional Epochs
2010
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 | — | |
| 2024 | Hidden | Hidden | — | — | Unknown | — | |
| 2023 | Hidden | Hidden | 4.6% | 55 | Fragile | Decline Risk | |
| 2022 | — | — | 1.9% | 59 | Fragile | Recovery | |
| 2021 | — | — | 4.9% | 55 | Fragile | Recovery | |
| 2020 | — | — | 6.0% | 50 | Fragile | Decline Risk | |
| 2019 | — | — | 5.3% | 54 | Fragile | Stable Watch | |
| 2018 | — | — | 4.8% | 55 | Fragile | Stable Watch | |
| 2017 | — | — | 5.3% | 54 | Fragile | Stable Watch | |
| 2016 | — | — | 5.2% | 54 | Fragile | Stable Watch | |
| 2015 | — | — | 2.3% | 55 | Fragile | Stable Watch | |
| 2014 | — | — | 3.5% | 55 | Fragile | Stable Watch | |
| 2013 | — | — | 3.8% | 55 | Fragile | Recovery | |
| 2012 | — | — | 4.5% | 53 | Fragile | Recovery | |
| 2011 | — | — | 6.3% | 50 | Fragile | Stable Watch |
Officer compensation history
Tax year 2026
| Name | Title | Phone | Compensation | |
|---|---|---|---|---|
| MARIE D'ALESSANDRO | Treasurer | 1.1% of Rev | ||
| VALERIE HILLINGS | Executive Director | 1.0% of Rev | ||
| JESSICA GORELICK | Board Member | 0.7% of Rev | ||
| ERIN CLEGHORN | Board Member | 0.6% of Rev | ||
| EUGENE YOUNG | Board Member | 0.5% of Rev | ||
| KEVIN ANDERSON | Board Member | — | ||
| DIANE BASTIAN | Board President | — | ||
| ANGELIQUE BOWMAN | Secretary | — | ||
| MAYME BOYD | Board Member | — | ||
| PETER BRISTOW | Board Member | — | ||
| WORTH DUNN | Board Member | — | ||
| MASON FREEMAN | Board Member | — | ||
| MAVIS GRAGG | Board Member | — | ||
| HEATHER GRAHAM | Board Member | — | ||
| BECKI GRAY | Board Member | — | ||
| GORDON GRUBB | Board President | — | ||
| SAM HOOKER | Board Member | — | ||
| MINA LEVIN | Secretary | — | ||
| JESSICA MAYNARD | Board Member | — | ||
| NANCY MCFARLANE | Board Member | — | ||
| JAMES NARRON | Board Member | — | ||
| VAIBHAV PARMAR | Board Member | — | ||
| GEORGE PASCHAL | Board Member | — | ||
| SIMMI PRASAD | Board Member | — | ||
| SCOTT RELAN | Board Member | — | ||
| CHARMAINE RIGGINS | Board Member | — | ||
| LIZA ROBERTS | Board Member | — | ||
| CARRIE RUSSELL | Board Member | — | ||
| SEPI SAIDI | Board Member | — | ||
| JENNIFER SIMPSON | Treasurer | — | ||
| RENEE SNYDERMAN | Treasurer | — | ||
| LEAH GOODNIGHT TYLER | Board Member | — | ||
| BRAD WILSON | Board Member | — | ||
| GLORIA YSASI-DIAZ | Board Member | — |
Tax year 2025
| Name | Title | Phone | Compensation | |
|---|---|---|---|---|
| VALERIE HILLINGS | Executive Director | 1.2% of Rev | ||
| MARIE D'ALESSANDRO | Treasurer | 1.0% of Rev | ||
| JOHNNY BURLESON | CHIEF ADV. OFFICER (THRU 11/30/23) | 0.9% of Rev | ||
| ERIN CLEGHORN | DIR. OF DEVELOPMENT & MEMBERSHIP | 0.8% of Rev | ||
| JESSICA GORELICK | Board Member | 0.7% of Rev | ||
| BRAD WILSON | Board President | — | ||
| LIZA ROBERTS | Board President | — | ||
| DIANE BASTIAN | Treasurer | — | ||
| MINA LEVIN | Secretary | — | ||
| ANGELIQUE BOWMAN | Secretary | — | ||
| JENNIFER SIMPSON | Treasurer | — | ||
| MAYME BOYD | Board Member | — | ||
| PETER BRISTOW | Board Member | — | ||
| AMIRH COLLIS | Board Member | — | ||
| WORTH DUNN | Board Member | — | ||
| MASON FREEMAN | Board Member | — | ||
| MAVIS GRAGG | Board Member | — | ||
| HEATHER GRAHAM | Board Member | — | ||
| BECKI GRAY | Board Member | — | ||
| GORDON GRUBB | Board Member | — | ||
| SAM HOOKER | Board Member | — | ||
| JESSICA MAYNARD | Board Member | — | ||
| NANCY MCFARLANE | Board Member | — | ||
| JAMES NARRON | Board Member | — | ||
| VAIBHAV PARMAR | Board Member | — | ||
| GEORGE PASCHAL | Board Member | — | ||
| SIMMI PRASAD | Board Member | — | ||
| SCOTT RELAN | Board Member | — | ||
| CHARMAINE RIGGINS | Board Member | — | ||
| JIM ROMANO | Board Member | — | ||
| SEPI SAIDI | Board Member | — | ||
| RENEE SNYDERMAN | Board Member | — | ||
| LEAH GOODNIGHT TYLER | Board Member | — | ||
| GLORIS YSASI-DIAZ | Board Member | — |
Tax year 2023
| Name | Title | Phone | Compensation | |
|---|---|---|---|---|
| VALERIE HILLINGS | Executive Director | 0.9% of Rev | ||
| JOHNNY BURLESON | Board Member | 0.9% of Rev | ||
| DANIEL GOTTLIEB | DIR. OF PLANNING & DESIGN | 0.6% of Rev | ||
| MARIE D'ALESSANDRO | Treasurer | 0.6% of Rev | ||
| TIMOTHY O'CONNELL | DIR. OF MEM. & ANN. GIVING | 0.6% of Rev | ||
| BRIAN V CIAVERELLA | Board President | — | ||
| BING SIZEMORE | Board President | — | ||
| DAVID S BRODY | Board President | — | ||
| BRAD WILSON | Treasurer | — | ||
| MINA LEVIN | Secretary | — | ||
| ANGELIQUE BOWMAN | Secretary | — | ||
| MAYME BOYD | Board Member | — | ||
| PETER M BRISTOW | Board Member | — | ||
| AMIRH COLLIS | Board Member | — | ||
| TIJUANA CROSBY | Board Member | — | ||
| MAVIS GRAGG | Board Member | — | ||
| HEATHER GRAHAM | Board Member | — | ||
| BECKI GRAY | Board Member | — | ||
| GORDON GRUBB | Board Member | — | ||
| SAMUEL G HOOKER | Board Member | — | ||
| JESSE MAYNARD | Board Member | — | ||
| NANCY MCFARLANE | Board Member | — | ||
| RICK MCNEEL | Board Member | — | ||
| JAMES NARRON | Board Member | — | ||
| VAIBHAV PARMAR | Board Member | — | ||
| GEORGE W PASCHAL III | Board Member | — | ||
| JANE PHILLIPS | Board Member | — | ||
| SIMMI PRASAD | Board Member | — | ||
| SCOTT J RELAN | Board Member | — | ||
| CHARMAINE RIGGINS | Board Member | — | ||
| LIZA ROBERTS | Board Member | — | ||
| JIM ROMANO | Board Member | — | ||
| JENNIFER SIMPSON | Board Member | — | ||
| RENEE SNYDERMAN | Board Member | — | ||
| LEAH GOODNIGHT TYLER | Board Member | — |
Tax year 2022
| Name | Title | Phone | Compensation | |
|---|---|---|---|---|
| JERRY HWANG | COO | 0.9% of Rev | ||
| JOANNE ZACH | CONTROLLER | 0.8% of Rev | ||
| JOHNNY BURLESON | Board Member | 0.8% of Rev | ||
| DANIEL GOTTLIEB | DIR. OF PLANNING & DESIGN | 0.7% of Rev | ||
| TIMOTHY O'CONNELL | DIR. OF MEM. & ANN. GIVING | 0.5% of Rev | ||
| VALERIE HILLINGS | Executive Director | 0.1% of Rev | ||
| BRIAN V CIAVERELLA | Board President | — | ||
| BING SIZEMORE | Board President | — | ||
| DIANE BASTIAN | Treasurer | — | ||
| LARRY E ROBBINS | Secretary | — | ||
| ANGELIQUE BOWMAN | Secretary | — | ||
| PETER M BRISTOW | Board Member | — | ||
| DAVID S BRODY | Board Member | — | ||
| AMIRH COLLIS | Board Member | — | ||
| TIJUANA CROSBY | Board Member | — | ||
| HEATHER GRAHAM | Board Member | — | ||
| MAVIS GRAGG | Board Member | — | ||
| BECKI GRAY | Board Member | — | ||
| GORDON GRUBB | Board Member | — | ||
| SAMUEL G HOOKER | Board Member | — | ||
| MINA LEVIN | Board Member | — | ||
| JESSICA MAYNARD | Board Member | — | ||
| NANCY MCFARLANE | Board Member | — | ||
| JAMES NARRON | Board Member | — | ||
| RICK MCNEEL | Board Member | — | ||
| GEORGE W PASCHAL III | Board Member | — | ||
| JANE PHILLIPS | Board Member | — | ||
| SCOTT J RELAN | Board Member | — | ||
| LIZA ROBERTS | Board Member | — | ||
| JIM ROMANO | Board Member | — | ||
| RENEE SNYDERMAN | Board Member | — | ||
| WILLY STEWART | Board Member | — | ||
| BRAD WILSON | Board Member | — |
Tax year 2021
| Name | Title | Phone | Compensation | |
|---|---|---|---|---|
| DANIEL GOTTLIEB | Board Member | 1.0% of Rev | ||
| MARJORIE HODGES | Board Member | 0.8% of Rev | ||
| JOHNNY BURLESON | Board Member | 0.7% of Rev | ||
| JERRY HWANG | COO | 0.6% of Rev | ||
| VALERIE HILLINGS | Executive Director | 0.5% of Rev | ||
| DAVID S BRODY | Board President | — | ||
| BRIAN V CIAVERELLA | Board President | — | ||
| BING SIZEMORE | Treasurer | — | ||
| CAROLE WILSON | Secretary | — | ||
| DIANE BASTIAN | Board Member | — | ||
| ANGELIQUE BOWMAN | Board Member | — | ||
| PETER M BRISTOW | Board Member | — | ||
| MARION CHURCH | Board Member | — | ||
| TIJUANA CROSBY | Board Member | — | ||
| JOE DAVY | Board Member | — | ||
| ANN B GOODNIGHT | Board Member | — | ||
| HEATHER GRAHAM | Board Member | — | ||
| SAMUEL G HOOKER | Board Member | — | ||
| MINA LEVIN | Board Member | — | ||
| JESSICA MAYNARD | Board Member | — | ||
| RICHARD L MCNEEL | Board Member | — | ||
| VANSANA NOLINTHA | Board Member | — | ||
| GEORGE W PASCHAL III | Board Member | — | ||
| SCOTT J RELAN | Board Member | — | ||
| LARRY E ROBBINS | Board Member | — | ||
| LIZA ROBERTS | Board Member | — | ||
| LAURA ROBINETTE | Board Member | — | ||
| JAMES ROMANO | Board Member | — | ||
| RENEE SNYDERMAN | 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 32 other orgs in NC with NTEE prefix A1.
Most-divergent component: program score sits 38 points above the peer median (60 vs. 22).
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 4.6% 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.