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
49
Score
Governance
58
Score
Financial
35
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
2024 Hidden Hidden — — Unknown —
2023 Hidden Hidden 4.6% 49 Fragile Decline Risk
2022 — — 2.5% 53 Fragile Stable Watch
2021 — — — 53 Fragile Recovery
2020 — — — 32 Critical Intervention Needed Recovery
2019 — — — 35 Financially Distressed Recovery
2018 — — — 32 Critical Intervention Needed Decline Risk
2017 — — 8.6% 34 Critical Intervention Needed Decline Risk
2016 — — 7.9% 34 Critical Intervention Needed Recovery
2015 — — 10.4% 31 Critical Intervention Needed Decline Risk
2014 — — 10.3% 35 Critical Intervention Needed Decline Risk
2013 — — 9.5% 38 Financially Distressed Decline Risk
2012 — — 7.8% 42 Fragile Recovery
2011 — — 8.6% 38 Financially Distressed Stable Watch

Officer compensation history

Tax year 2025

Name Title Phone Email Compensation
STEVEN MORRIS Executive Dir. 5.2% of Rev
ROBIN DOTSON Secretary —
BRIAN GEORGE Board President —
DIANE KINZLMAIER Board Member —
LYNN ROSSI SCOTT Board President —
FELICIA ABRAM Board Member —
JENNA ANDERSON Board Member —
BARRY BONDURANT Board Member —
COURTNEY BARKSDALE-PEREZ Board Member —
AL CLARK Board Member —
SHALYN CLARK Board Member —
LORI CRAIG Board Member —
MARK CRAIG Board Member —
TRACIE DONALDSON Board Member —
DEBRA FREIHEIT-REICH Board Member —
JACK HARDAWAY Board Member —
PAM HARDAWAY Board Member —
CHARLES BRADY Board Member —
BRIDGET DAVIS Board Member —
CRAIG LIDELL Board Member —
KARA LIDELL Board Member —
CHRIS MENGER Board Member —
DINAH MENGER Board Member —
SHARON KAYE MILLER Board Member —
MICHAEL MILLER Board Member —
PENNY PATRICK Board Member —
DEBBIE PEACH Board Member —
AARON REICH Board Member —
PENNY REICHERT Board Member —
PETER SCOTT Board Member —
RICHARD URSO Board Member —
VICTORIA ESQUIBELL Board Member —
WILLIAM HARPER Board Member —
KIM PIERRET HUSSEY Board Member —
SUSAN MALONE Board Member —
TERESA MENARD Board Member —
MISTY SHATTO Board Member —
NINA JONES Treasurer —

Tax year 2023

Name Title Phone Email Compensation
STEVEN MORRIS Executive Dir. 4.5% of Rev
ROBIN DOTSON Secretary —
BRIAN GEORGE Board President —
DIANE KINZLMAIER Treasurer —
LYNN ROSSI SCOTT Board President —
LIST ATTACHED FOR REMAINING BOARD OF DIR. —

Tax year 2022

Name Title Phone Email Compensation
ROBIN DOTSON Secretary —
BRIAN GEORGE Board President —
DIANE KINZLMAIER FUND DEVELOP —
GAYLE KRENGEL GUILD BOARD —
KARA LIDELL RECRUITMENT —
DEBRA FREIGEIT REICH Treasurer —

Tax year 2021

Name Title Phone Email Compensation
ROBIN DOTSON Secretary —
BRIAN GEORGE STRATEGIC PL —
DIANE KINZLMAIER FUND DEVELOP —
GAYLE KRENGEL GUILD BOARD —
KARA LIDELL RECRUITMENT —
DEBRA FREIGEIT REICH Treasurer —
RICHARD URSO Board President —
ROBIN DOTSON Secretary —
BRIAN GEORGE STRATEGIC PL —
DIANE KINZLMAIER FUND DEVELOP —
GAYLE KRENGEL GUILD BOARD —
KARA LIDELL RECRUITMENT —
DEBRA FREIGEIT REICH Treasurer —
RICHARD URSO Board President —
Officer contact details, exact compensation figures, and active litigation are available to verified members.
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Score breakdown

Score breakdown

Financial resilience
35 / 100
weight 40%
Governance risk
58 / 100
weight 40%
Program scale
60 / 100
weight 20%
Overall
49 / 100
Developing

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

Peer comparison

Compared to 483 other orgs in TX with NTEE prefix A6.

Most-divergent component: financial score sits 32 points below the peer median (35 vs. 67).

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. 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.