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
54
Score
Governance
55
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 |
|---|---|---|---|---|---|---|---|
| 2024 | Hidden | Hidden | — | — | Unknown | — | |
| 2023 | Hidden | Hidden | 6.0% | 54 | Fragile | Stable Watch | |
| 2022 | — | — | 3.4% | 55 | Fragile | Stable Watch | |
| 2021 | — | — | 6.0% | 54 | Fragile | Stable Watch | |
| 2020 | — | — | 2.8% | 55 | Fragile | Stable Watch | |
| 2019 | — | — | 4.8% | 55 | Fragile | Stable Watch | |
| 2018 | — | — | 2.2% | 55 | Fragile | Recovery | |
| 2017 | — | — | 5.5% | 52 | Fragile | Gov Risk | |
| 2016 | — | — | — | 52 | Fragile | Stable Watch | |
| 2015 | — | — | — | 52 | Fragile | Stable Watch | |
| 2014 | — | — | 1.1% | 55 | Fragile | Stable Watch | |
| 2013 | — | — | 1.4% | 55 | Fragile | Stable Watch | |
| 2012 | — | — | 1.6% | 55 | Fragile | Stable Watch | |
| 2011 | — | — | 1.6% | 55 | Fragile | Stable Watch |
Officer compensation history
Tax year 2025
| Name | Title | Phone | Compensation | |
|---|---|---|---|---|
| MARTIN JONATHAN | Executive Director | 1.2% of Rev | ||
| FRESHWATER RICHARD | Treasurer | 0.7% of Rev | ||
| MCGRATH ROBERT | CHIEF OPERATING OFFICER | 0.7% of Rev | ||
| MATSUO STEFANI | CONCERTMASTER, VIOLIN | 0.6% of Rev | ||
| LAWSON MARY MCFADDEN | CHIEF PHILANTHROPY OFFICER | 0.5% of Rev | ||
| BROWN HAROLD | CHIEF DIVERSITY & INCLUSION | 0.5% of Rev | ||
| PARRY DWIGHT | PRINCIPAL OBOE | 0.4% of Rev | ||
| RUSSELL JOHN MORRIS | POPS CONDUCTOR | 0.4% of Rev | ||
| FREIMUTH ELIZABETH | PRINCIPAL FRENCH HORN | 0.4% of Rev | ||
| PELL CHRISTOPHER | PRINCIPAL CLARINET | 0.4% of Rev | ||
| SCHLEKER PATRICK | Board Member | 0.3% of Rev | ||
| BLOMBERG EVIN | Board Member | 0.2% of Rev | ||
| AKERS DORIE | Board Member | — | ||
| APPLE HEATHER | Board Member | — | ||
| BERGAN MICHAEL | Board Member | — | ||
| BROWN KATE | Board Member | — | ||
| BROWN RALPH | Board Member | — | ||
| BRYAN III TRISH E | Board Member | — | ||
| BUDIG JR OTTO M | Board Member | — | ||
| CARTER ANDRIA | Board Member | — | ||
| CHAVEZ MELANIE | Board Member | — | ||
| COSTA ANDREA | Board Member | — | ||
| CUNNINGHAM ADRIAN | Board Member | — | ||
| DAVIS GABE | Board Member | — | ||
| ESPINOLA MARIA | Board Member | — | ||
| FLEISCHMANN III BLAIR | Board Member | — | ||
| GIGLIO L TIMOTHY | Board Member | — | ||
| HAMBY LAWRENCE | Board Member | — | ||
| HARGRAVE-YOUNG DELORES | Board Member | — | ||
| HILTZ FRANCIE S | Board Member | — | ||
| HIRSCHHORN JOSEPH W | Board Member | — | ||
| KELLY LISA | Board Member | — | ||
| KEOWN EDNA | Board Member | — | ||
| KIRK PATRICK | Board Member | — | ||
| KOETTERS FLORENCE | Board Member | — | ||
| KREGOR JONATHAN | Board Member | — | ||
| LANDGREN PETER | Board Member | — | ||
| LANNI JOHN | Board Member | — | ||
| LAWSON SHANNON | Board Member | — | ||
| LILES SPENCER | Board Member | — | ||
| LINDNER WILL | Board Member | — | ||
| MAZZOCCA HOLLY | Board Member | — | ||
| MINUTOLO JAMES | Board Member | — | ||
| MITCHELL LAURA | Board Member | — | ||
| NORMAN LISA LENNON | Board Member | — | ||
| PHILLIPS TRIPP | Board Member | — | ||
| PUNG AIK KHAI | Board Member | — | ||
| REYNOLDS RICK | Board Member | — | ||
| ROUSE JACK | Board Member | — | ||
| SAMPSON LISA | Board Member | — | ||
| SHEPPARD VALARIE | Board Member | — | ||
| SMITH STEPHANIE | Board Member | — | ||
| SMITHERMAN ALBERT | Board Member | — | ||
| VALZ DAVID R | Board Member | — | ||
| WADSWORTH RANDOLPH L | Board Member | — | ||
| MCDONALD ROBERT W | Board President | — | ||
| ROSENBERG DIANNE | Board President | — | ||
| MCPARTLIN SUE | Treasurer | — | ||
| MCKNIGHT GERRON | Secretary | — | ||
| ULLMAN KARI | Board President | — | ||
| MULDER ANNE | Board President | — | ||
| WEISS CHARLA | Board President | — | ||
| HEALEY MELANIE | Board President | — |
Tax year 2023
| Name | Title | Phone | Compensation | |
|---|---|---|---|---|
| MARTIN JONATHAN | Executive Director | 1.2% of Rev | ||
| MATSUO STEFANI | CONCERTMASTER, VIOLINIST | 0.5% of Rev | ||
| FRESHWATER RICHARD | Treasurer | 0.5% of Rev | ||
| MCGRATH ROBERT | CHIEF OPERATING OFFICER | 0.5% of Rev | ||
| LAWSON MARY MCFADDEN | CHIEF PHILANTHROPY OFFICER | 0.5% of Rev | ||
| SULLIVAN ROBERT | Board Member | 0.4% of Rev | ||
| RUSSELL JOHN MORRIS | POPS CONDUCTOR | 0.4% of Rev | ||
| PARRY DWIGHT | PRINCIPAL OBOIST | 0.4% of Rev | ||
| FREIMUTH ELIZABETH | PRINCIPAL FRENCH HORN PLAYER | 0.4% of Rev | ||
| BACHHUBER NATHAN | Artistic Director | 0.4% of Rev | ||
| BROWN HAROLD | CHIEF DIVERSITY & INCLUSION OFFICER | 0.3% of Rev | ||
| NELSON THEODORE | Board Member | 0.2% of Rev | ||
| HILTZ FRANCIE S | Board President | — | ||
| MCDONALD ROBERT W | Board President | — | ||
| MCPARTLIN SUE | Treasurer | — | ||
| VANCE USHA C | Secretary | — | ||
| ANDERSON LARS | Board Member | — | ||
| BELLNER RANDI | Board Member | — | ||
| BERGAN MICHAEL | Board Member | — | ||
| BROWN KATE | Board Member | — | ||
| BROWN RALPH | Board Member | — | ||
| CHAVEZ MELANIE | Board Member | — | ||
| CIOFFI MICHAEL | Board Member | — | ||
| DEHAN KELLY | Board Member | — | ||
| DAVIS GABE | Board Member | — | ||
| ESPAY ALBERTO | Board Member | — | ||
| ETHIER SHAUN | Board Member | — | ||
| GIGLIO L TIMOTHY | Board Member | — | ||
| HAMBY LAWRENCE | Board Member | — | ||
| HARGROVE-YOUNG DELORES | Board Member | — | ||
| HEALEY MELANIE | Board Member | — | ||
| ESPINOLA MARIA | Board Member | — | ||
| HUNKLER BRADLEY | Board Member | — | ||
| FAIRMAN DARA | Board Member | — | ||
| KELLY LISA | Board Member | — | ||
| KIRK PATRICK | Board Member | — | ||
| KOETTERS FLORENCE | Board Member | — | ||
| LANDGREN PETER | Board Member | — | ||
| LANNI JOHN | Board Member | — | ||
| LINDNER WILL | Board Member | — | ||
| LUEGERING MARK | Board Member | — | ||
| MALONEY TIMOTHY J | Board Member | — | ||
| MAZZOCCA HOLLY | Board Member | — | ||
| MCKNIGHT GERRON | Board Member | — | ||
| MINUTOLO JAMES | Board Member | — | ||
| MITCHELL LAURA | Board Member | — | ||
| MOORE JOHN | Board Member | — | ||
| MORALES JENNIFER | Board Member | — | ||
| MULDER ANNE | Board Member | — | ||
| NORMAN LISA LENNON | Board Member | — | ||
| OSBORN MARILYN J | Board Member | — | ||
| PHAM THIENTHANH | Board Member | — | ||
| PHILLIPS TRIPP | Board Member | — | ||
| QUINN JR THOMAS H | Board Member | — | ||
| REYNOLDS RICK | Board Member | — | ||
| ROMANSTEIN DEAN STANLEY | Board Member | — | ||
| ROUSE JACK | Board Member | — | ||
| SAMPSON LISA | Board Member | — | ||
| ROSENBERG DIANNE | Board Member | — | ||
| SCHOFF DENNIS | Board Member | — | ||
| SCHUELER DRUANNE FRANCE | Board Member | — | ||
| SMITH JR EDGAR L | Board Member | — | ||
| SMITH STEPHANIE | Board Member | — | ||
| ULLMAN KARI | Board Member | — | ||
| VALZ DAVID R | Board Member | — | ||
| WACHTER DANIEL | Board Member | — | ||
| WEISS CHARLA | Board Member | — | ||
| WILLIAMS SHEILA | Board Member | — | ||
| BRYAN III TRISH E | Board Member | — | ||
| BUDIG JR OTTO M | Board Member | — | ||
| FLEISCHMANN III BLAIR | Board Member | — | ||
| FRIEDLANDER SUSAN S | Board Member | — | ||
| HIRSCHHORN JOSEPH W | Board Member | — | ||
| LILES SPENCER | Board Member | — | ||
| WADSWORTH RANDOLPH L | Board Member | — |
Tax year 2022
| Name | Title | Phone | Compensation | |
|---|---|---|---|---|
| MARTIN JONATHAN | Executive Director | 0.7% of Rev | ||
| SMITH MICHAEL | Vice President | 0.5% of Rev | ||
| MATSUO STEFANI | CONCERTMASTER | 0.5% of Rev | ||
| FRESHWATER RICHARD | Treasurer | 0.4% of Rev | ||
| MCGRATH ROBERT | CHIEF OPERATING OFFICER | 0.4% of Rev | ||
| SULLIVAN ROBERT | Board Member | 0.4% of Rev | ||
| PRENTISS SHERRI | CHIEF MARKETING OFFICER | 0.4% of Rev | ||
| FREIMUTH ELIZABETH | PRINCIPAL HORN | 0.4% of Rev | ||
| PARRY DWIGHT | PRINCIPAL OBOE | 0.4% of Rev | ||
| MCFADDEN LAWSON MARY | CHIEF PHILANTHROPY OFFICER | 0.4% of Rev | ||
| NELSON THEODORE | Board Member | 0.2% of Rev | ||
| HILTZ FRANCIE S | Board President | — | ||
| MCDONALD ROBERT W | Board President | — | ||
| COLE CHRISTOPHER C | Secretary | — | ||
| MCPARTLIN SUE | Treasurer | — | ||
| ANDERSON LARS | Board Member | — | ||
| BELLNER RANDI | Board Member | — | ||
| BERGAN MICHAEL | Board Member | — | ||
| BROWN KATE | Board Member | — | ||
| BROWN RALPH | Board Member | — | ||
| CHAVEZ MELANIE | Board Member | — | ||
| CIOFFI MICHAEL | Board Member | — | ||
| DEHAN KELLY | Board Member | — | ||
| DUNKELMAN DIANNE | Board Member | — | ||
| ESPAY ALBERTO | Board Member | — | ||
| ETHIER SHAUN | Board Member | — | ||
| GIGLIO L TIMOTHY | Board Member | — | ||
| HAMBY LAWRENCE | Board Member | — | ||
| HARGROVE-YOUNG DELORES | Board Member | — | ||
| HEALEY MELANIE | Board Member | — | ||
| HELDMAN PATTI | Board Member | — | ||
| HUNKLER BRADLEY | Board Member | — | ||
| JOFFE SANDRA | Board Member | — | ||
| KELLY LISA | Board Member | — | ||
| KIRK PATRICK | Board Member | — | ||
| KOETTERS FLORENCE | Board Member | — | ||
| LANDGREN PETER | Board Member | — | ||
| LANNI JOHN | Board Member | — | ||
| LINDNER WILL | Board Member | — | ||
| LUEGERING MARK | Board Member | — | ||
| MALONEY TIMOTHY J | Board Member | — | ||
| MCKAY BERNARD | Board Member | — | ||
| MCKNIGHT GERRON | Board Member | — | ||
| MINUTOLO JAMES | Board Member | — | ||
| MITCHELL LAURA | Board Member | — | ||
| MOORE JOHN | Board Member | — | ||
| MORALES JENNIFER | Board Member | — | ||
| MULDER ANNE | Board Member | — | ||
| OSBORN MARILYN J | Board Member | — | ||
| PHAM THIENTHANH | Board Member | — | ||
| PUREVAL AFTAB | Board Member | — | ||
| QUINN JR THOMAS H | Board Member | — | ||
| REITZ MULLENIX DEAN ELIZABETH | Board Member | — | ||
| ROMANSTEIN DEAN STANLEY | Board Member | — | ||
| ROUSE JACK | Board Member | — | ||
| SAMPSON LISA | Board Member | — | ||
| SANTEN ANN H | Board Member | — | ||
| SCHOFF DENNIS | Board Member | — | ||
| SCHUELER DRUANNE FRANCE | Board Member | — | ||
| SMITH JR EDGAR L | Board Member | — | ||
| SMITH STEPHANIE | Board Member | — | ||
| STRIKER THEODORE W | Board Member | — | ||
| THOMAS DAPHNEY | Board Member | — | ||
| THOMPSON PAMELA | Board Member | — | ||
| VALZ DAVID R | Board Member | — | ||
| VANCE USHA C | Board Member | — | ||
| WACHTER DANIEL | Board Member | — | ||
| WEISS CHARLA | Board Member | — | ||
| WILLIAMS SHEILA | Board Member | — | ||
| BRYAN III TRISH E | Board Member | — | ||
| BUDIG JR OTTO M | Board Member | — | ||
| FLEISCHMANN III BLAIR | Board Member | — | ||
| FRIEDLANDER SUSAN S | Board Member | — | ||
| HIRSCHHORN JOSEPH W | Board Member | — | ||
| LILES SPENCER | Board Member | — | ||
| LINDNER EDYTH B | Board Member | — | ||
| REYNOLDS JAMES B | Board Member | — | ||
| WADSWORTH RANDOLPH L | Board Member | — |
Tax year 2021
| Name | Title | Phone | Compensation | |
|---|---|---|---|---|
| SMITH MICHAEL | Vice President | 1.0% of Rev | ||
| MARTIN JONATHAN | Board President | 0.9% of Rev | ||
| MCFADDEN LAWSON MARY | Vice President | 0.5% of Rev | ||
| FRESHWATER RICHARD | Treasurer | 0.4% of Rev | ||
| RUSSELL JOHN | POPS CONDUCTOR | 0.4% of Rev | ||
| MATSUO STEFANI | CONCERTMASTER | 0.4% of Rev | ||
| SULLIVAN ROBERT | Board Member | 0.4% of Rev | ||
| MCGRATH ROBERT | Vice President | 0.4% of Rev | ||
| PRENTISS SHERRI | Vice President | 0.4% of Rev | ||
| WOOLLEY STACEY GLEN | Board Member | 0.3% of Rev | ||
| HILTZ FRANCIE S | Board President | — | ||
| MCDONALD ROBERT W | Board President | — | ||
| COLE CHRISTOPHER C | Secretary | — | ||
| MCPARTLIN SUE | Treasurer | — | ||
| ANDERSON LARS | Board Member | — | ||
| BELLNER RANDI | Board Member | — | ||
| BERGAN MICHAEL | Board Member | — | ||
| BILIONIS DEAN LOUIS | Board Member | — | ||
| BOLCE REBECCA | Board Member | — | ||
| BROWN KATE | Board Member | — | ||
| BROWN RALPH | Board Member | — | ||
| BUCHHOLZ CRAIG | Board Member | — | ||
| CHAVEZ MELANIE | Board Member | — | ||
| CIOFFI MICHAEL | Board Member | — | ||
| DEHAN KELLY | Board Member | — | ||
| DUNKELMAN DIANNE | Board Member | — | ||
| ESPAY ALBERTO | Board Member | — | ||
| ETHIER SHAUN | Board Member | — | ||
| GARBER THOMAS CHARLES | Board Member | — | ||
| GIGLIO L TIMOTHY | Board Member | — | ||
| HAGIN JOSEPH W | Board Member | — | ||
| HAMBY LAWRENCE | Board Member | — | ||
| HARGROVE-YOUNG DELORES | Board Member | — | ||
| HEALEY MELANIE | Board Member | — | ||
| HELDMAN PATTI | Board Member | — | ||
| HUNKLER BRADLEY | Board Member | — | ||
| JOFFE SANDRA | Board Member | — | ||
| KELLY LISA | Board Member | — | ||
| KIRK PATRICK | Board Member | — | ||
| KOETTERS FLORENCE | Board Member | — | ||
| LANDGREN PETER | Board Member | — | ||
| LANNI JOHN | Board Member | — | ||
| LINDNER WILL | Board Member | — | ||
| LUEGERING MARK | Board Member | — | ||
| MALONEY TIMOTHY J | Board Member | — | ||
| MCKAY BERNARD | Board Member | — | ||
| MCKNIGHT GERRON | Board Member | — | ||
| MINUTOLO JAMES | Board Member | — | ||
| MITCHELL LAURA | Board Member | — | ||
| MOORE JOHN | Board Member | — | ||
| MORALES JENNIFER | Board Member | — | ||
| MULDER ANNE | Board Member | — | ||
| OSBORN MARILYN J | Board Member | — | ||
| PHAM THIENTHANH | Board Member | — | ||
| PUREVAL AFTAB | Board Member | — | ||
| QUINN JR THOMAS H | Board Member | — | ||
| REITZ MULLENIX DEAN ELIZABETH | Board Member | — | ||
| ROMANSTEIN DEAN STANLEY | Board Member | — | ||
| ROUSE JACK | Board Member | — | ||
| SAMPSON LISA | Board Member | — | ||
| SANTEN ANN H | Board Member | — | ||
| SCHOFF DENNIS | Board Member | — | ||
| SCHUELER DRUANNE FRANCE | Board Member | — | ||
| SMITH JR EDGAR L | Board Member | — | ||
| SMITH STEPHANIE | Board Member | — | ||
| STRIKER THEODORE W | Board Member | — | ||
| THOMAS DAPHNEY | Board Member | — | ||
| THOMPSON PAMELA | Board Member | — | ||
| VALZ DAVID R | Board Member | — | ||
| WACHTER DANIEL | Board Member | — | ||
| WEISS CHARLA | Board Member | — | ||
| WILLIAMS SHEILA | Board Member | — | ||
| BRYAN III TRISH E | Board Member | — | ||
| BUDIG JR OTTO | Board Member | — | ||
| FLEISCHMANN III BLAIR | Board Member | — | ||
| FRIEDLANDER SUSAN S | Board Member | — | ||
| HIRSCHHORN JOSEPH W | Board Member | — | ||
| LILES SPENCER | Board Member | — | ||
| LINDNER EDYTH B | Board Member | — | ||
| REYNOLDS JAMES B | Board Member | — | ||
| WADSWORTH RANDOLPH L | 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
55 / 100
weight 40%
Program scale
60 / 100
weight 20%
Overall
54 / 100
Developing
The three components combine into a single 0–100 score weighted as shown. Full methodology →
Peer comparison
Compared to 329 other orgs in OH with NTEE prefix A6.
Most-divergent component: program score sits 30 points above the peer median (60 vs. 30).
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 6.0% 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.