Steady State
Steady State
Steady State Market Archetype Mechanical Natural
Tier
Stable
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
54
Score
Governance
50
Score
Financial
75
Score
Program
15
Score

Institutional Epochs

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 — 54 Fragile Decline Risk
2022 — — — 53 Fragile Decline Risk
2021 — — — 44 Fragile Decline Risk
2020 — — — 46 Fragile Stable Watch
2019 — — — 50 Fragile Recovery
2018 — — — 37 Financially Distressed Recovery
2017 — — — 29 Critical Intervention Needed Decline Risk
2016 — — — 33 Critical Intervention Needed Stable Watch

Officer compensation history

Tax year 2025

Name Title Phone Email Compensation
Sonia Lee Board President —
Rachel Mino Treasurer —
Elizabeth Klotz Secretary —
Elizabeth Klotz Secretary —
Kristin Luz Board President —
Claire Baylis Treasurer —

Tax year 2023

Name Title Phone Email Compensation
Lorraine Cho Treasurer —
Heather Bilich Board President —
Rebecca Michals Secretary —
Sonia Lee Board President —

Tax year 2022

Name Title Phone Email Compensation
Heather Bilich Board President —
Kristy Junio Board President —
Rebecca Michals Secretary —
Katherine Leung Vice President —
Sonia Lee Treasurer —
Lorraine Cho Vice President —
Jeanette Marin Vice President —

Tax year 2021

Name Title Phone Email Compensation
Heather Bilich Board President —
Kristy Junio Board President —
Rebecca Michals Secretary —
Katherine Leung Vice President —
Sonia Lee Treasurer —
Lorraine Cho Vice President —
Sandra Martinez Board President —
Jeanette Marin Vice 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
75 / 100
weight 40%
Governance risk
50 / 100
weight 40%
Program scale
15 / 100
weight 20%
Overall
54 / 100
Stable

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

Peer comparison

Compared to 163 other orgs in CA with NTEE prefix A1.

Most-divergent component: governance score sits 25 points below the peer median (50 vs. 75).

5-year trend: Steady State

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

What's driving this score

What would change this score

The two changes that would most improve this score:

  1. Stabilize program expenses or grow earned-income revenue to break the consecutive-deficit pattern (~8 points to financial score).

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