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
51
Score
Governance
58
Score
Financial
40
Score
Program
60
Score

Institutional Epochs

2010
2011
2012
2013
2014
2015
2016
2017
2018
2019
2020
2021
2022
2023
2024
2025
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 4.0% 51 Fragile Stable Watch
2023 — — 4.3% 51 Fragile Decline Risk
2022 — — 3.8% 53 Fragile Recovery
2021 — — 10.9% 52 Fragile Recovery
2020 — — 3.8% 45 Fragile Recovery
2019 — — 4.7% 39 Financially Distressed Stable Watch
2018 — — 5.1% 38 Financially Distressed Stable Watch
2017 — — 2.8% 39 Financially Distressed Recovery
2016 — — 6.5% 36 Financially Distressed Recovery
2015 — — 6.1% 34 Critical Intervention Needed Stable Watch
2014 — — 4.1% 35 Financially Distressed Decline Risk
2013 — — 3.9% 39 Financially Distressed Recovery
2012 — — 4.0% 37 Financially Distressed Stable Watch
2011 — — 5.2% 36 Financially Distressed Stable Watch

Officer compensation history

Tax year 2025

Name Title Phone Email Compensation
Alexis Sloan Executive Dir. 4.0% of Rev
Maida Lynn Board President —
Elizabeth O'Malley Board President —
Jane Levy Reed Board President —
Henry Rosenthal Secretary —
Heidi Durran Treasurer —
Jonathan Moscone Board Member —
Samantha Campbell Board Member —
Megan Carlson Board Member —
Cameo Wood Board Member —
Jono Warren Board Member —
Diane Phillips Board Member —
Jennifer 8 Lee Board Member —
Topher Lin Board Member —
George Rush Board Member —
Paula Smith Arrigoni Board Member —
Henry Roark Board Member —
Rob Byrne Board Member —
Ross Boucher Board Member —
Rodrigo Reyes 3125 16th Street —
Alli McConnell Board Member —

Tax year 2023

Name Title Phone Email Compensation
Alexis Sloan Executive Dir. 3.4% of Rev
Paula Smith Arrigoni Board Member —
Henry Roark Board Member —
Alan McConnell Board President —
Berry Minott Board President —
Jane Levy Reed Board President —
Henry Rosenthal Secretary —
Heidi Duran Treasurer —
Owsley Brown III Board Member —
Megan Carlson Board Member —
Diana Fuller Board Member —
Dave Cowen Board Member —
Diane Phillips Board Member —
Jennifer 8 Lee Board Member —
Maida Lynn Board Member —
George Rush Board Member —
Elizabeth O'Malley Board Member —

Tax year 2022

Name Title Phone Email Compensation
Alexis Sloan Executive Dir. 3.5% of Rev
Alan McConnell Board President —
Berry Minott Board President —
Jane Levy Reed Board President —
Henry Rosenthal Secretary —
Heidi Duran Treasurer —
Owsley Brown III Board Member —
Megan Carlson Board Member —
Diana Fuller Board Member —
Dave Cowen Board Member —
Jennifer 8 Lee Board Member —
Maida Lynn Board Member —
George Rush Board Member —
Elizabeth O'Malley Board Member —

Tax year 2021

Name Title Phone Email Compensation
Alexis Sloan Executive Dir. 2.8% of Rev
Diana Fuller Board President —
Alan McConnell Board President —
Berry Minott Board President —
Jane Levy Reed Board President —
Lawrence Braitman Secretary —
Heidi Duran Treasurer —
Owsley Brown III Board Member —
Megan Carlson Board Member —
Henry Rosenthal Board Member —
Dave Cowen Board Member —
Ahmad Kiarostami Board Member —
Jennifer 8 Lee Board Member —
Maida Lynn Board Member —
Feras Mousilli Board Member —
Elizabeth O'Malley Board Member —
Diane Philips Board Member —
George Rush 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
58 / 100
weight 40%
Program scale
60 / 100
weight 20%
Overall
51 / 100
Developing

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

Peer comparison

Compared to 313 other orgs in CA with NTEE prefix A3.

Most-divergent component: financial score sits 39 points below the peer median (40 vs. 79).

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

No specific high-impact levers identified — this org's score is balanced across components.

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