Steady State
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
The Stewardship
Institutional Health Scores
5-yr trend: Steady State ↑
Overall
50
Score
Governance
55
Score
Financial
40
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
Steady State

Historical Performance

Year Revenue Top Comp Comp % Rev Score Phase Label Outlook Details
2023 — — 5.6% 50 Fragile Recovery
2022 — — 3.0% 49 Fragile Decline Risk
2021 — — 7.0% 54 Fragile Recovery
2020 — — 2.9% 39 Financially Distressed Decline Risk
2019 — — 3.5% 45 Fragile Recovery
2018 — — 3.2% 43 Fragile Recovery
2017 — — 3.9% 37 Financially Distressed Recovery
2016 — — 3.6% 35 Financially Distressed Stable Watch
2015 — — 2.6% 35 Financially Distressed Stable Watch
2014 — — 1.1% 35 Financially Distressed Stable Watch
2013 — — 3.6% 35 Financially Distressed Stable Watch
2012 — — 3.1% 35 Financially Distressed Stable Watch
2011 — — 3.8% 35 Financially Distressed Stable Watch

Officer compensation history

Tax year 2023

Name Title Phone Email Compensation
JOEPH SPECTER Board President 4.7% of Rev
JOANN SERRA Treasurer 1.8% of Rev
DR STEPHEN MUNK Board President —
ERIK PETERSON Board President —
SCOTT STALLARD Treasurer —
KAY MCDOUGALL Secretary —
SHARON LANDIS Board President —
DAVID J BOLGER Board Member —
JEAN S COOPER Board Member —
ANDREA CRANE Board Member —
BARRY FINGERHUT Board Member —
NANCY FOSTER Board Member —
KAREN FRUEN Board Member —
GARY GREENBAUM Board Member —
DAVID HEAP Board Member —
JENNIFER HOLSMAN TETREAULT Board Member —
KIMBERLY J KAUFFMAN Board Member —
DR JENNY AUGER MAW Board Member —
SHERRY MIDDLEMAS Board Member —
DR HERSCHEL ROSENZWEIG Board Member —
JEANNETTE JUNG SEGEL Board Member —
DAVE SCOGGINS Board Member —
COLONEL RET KIMBERLEY SMITH Board Member —
LINDA STAUBITZ Board Member —
HEATHER STRICKLAND Board Member —
SHOSHANA TANCER Board Member —
ROMA WITTCOFF Board Member —
JUDITH JUDY G WOLF PHD Board Member —

Tax year 2022

Name Title Phone Email Compensation
Joseph Specter Board President 3.5% of Rev
Dr Stephen Munk Board President —
Erik Peterson Board President —
Scott Stallard Treasurer —
Kay McDougall Secretary —
Sharon Landis Board President —
David J Bolger Board Member —
Jean S Cooper Board Member —
Andrea Crane Board Member —
Barry Fingerhut Board Member —
Nancy Foster Board Member —
Nancy Foster Board Member —
Karen Freun Board Member —
Gary Greenbaum Board Member —
David Heap Board Member —
Jennifer Holsman Tetreault Board Member —
Kimberly J Kauffman Board Member —
Dr Jenny Auger Maw Board Member —
Sherry Middlemas Board Member —
Erik Peterson Board Member —
Dr Herschel Rosenzweig Board Member —
Jeannette Jung Segel Board Member —
Dave Scoggins Board Member —
Colonel Retired Kimberley Smith Board Member —
Linda Staubitz Board Member —
Heather Strickland Board Member —
Shoshana Tancer Board Member —
Roma Wittcoff Board Member —
Judith G Wolf PhD Board Member —

Tax year 2021

Name Title Phone Email Compensation
JOSEPH SPECTER Board President 4.1% of Rev
JOANN SERRA Treasurer 1.8% of Rev
JAKE JAMISON Board Member —
JEAN COOPER Board Member —
JEANETTE J SEGEL Board Member —
DAVE SCOGGINS Board Member —
JUDITH G WOLF Board Member —
KAREN FRUEN Board Member —
KIM KAUFFMAN Board Member —
KIMBERLEY SMITH Board Member —
LINDA STAUBITZ Board Member —
NANCY FOSTER Board Member —
SHOSHANA TANCER Board Member —
VICKI HARITON Board Member —
ROMA WITTCOFF Board Member —
SCOTT PETERS Board Member —
SHERRY MIDDLEMAS Board Member —
STEPHEN MUNK Board Member —
THOMAS CARLTON ROGERS II Board Member —
SHARON LANDIS BOARD CHAIRMAN —
JOHN A JOHNSON Board President —
PETER LANCE VICE CHAIRMAN —
SCOTT STALLARD Treasurer —
KAY MCDOUGALL Secretary —
ANNE SNODGRASS Board Member —
JENNY AUGER MAW Board Member —
BARRY FINGERHUT Board Member —
DAVID HEAP Board Member —
DAVID J BOLGER Board Member —
DENISE MCCLINTIC Board Member —
ERIK PETERSON Board Member —
HERSCHEL ROSENZWEIG 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
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 147 other orgs in AZ with NTEE prefix A6.

Most-divergent component: program score sits 28 points above the peer median (60 vs. 32).

5-year trend: Steady State

No extreme longitudinal divergence detected. The organization is maintaining its current operational philosophy.

Overall score has gone from 45 → 50 over 5 years (improving by 5 points).

What's driving this score

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.