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
50
Score
Governance
55
Score
Financial
40
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 |
|---|---|---|---|---|---|---|---|
| 2025 | Hidden | Hidden | — | — | Unknown | — | |
| 2023 | — | — | 7.1% | 50 | Fragile | Decline Risk | |
| 2022 | — | — | 4.2% | 55 | Fragile | Decline Risk | |
| 2021 | — | — | 7.4% | 58 | Fragile | Recovery | |
| 2020 | — | — | 6.0% | 54 | Fragile | Recovery | |
| 2019 | — | — | 6.9% | 46 | Financially Distressed | Decline Risk | |
| 2018 | — | — | 7.2% | 50 | Fragile | Decline Risk | |
| 2017 | — | — | 7.1% | 54 | Fragile | Recovery | |
| 2016 | — | — | — | 52 | Fragile | Recovery | |
| 2015 | — | — | — | 48 | Fragile | Stable Watch | |
| 2014 | — | — | — | 48 | Fragile | Stable Watch | |
| 2013 | — | — | 7.0% | 50 | Fragile | Stable Watch | |
| 2012 | — | — | 7.3% | 50 | Fragile | Stable Watch | |
| 2011 | — | — | 7.1% | 50 | Fragile | Stable Watch |
Officer compensation history
Tax year 2026
| Name | Title | Phone | Compensation | |
|---|---|---|---|---|
| JANET CHEN | Executive Director | 6.8% of Rev | ||
| LAVEA BRACHMAN | Board President | — | ||
| BOB REDFIELD | PAST-PRESIDE | — | ||
| NANCY FALK | VICE-PRESIDE | — | ||
| JOAN HERBERS | VICE-PRESIDE | — | ||
| CHRISTINE KULLBERG | VICE-PRESIDE | — | ||
| SUSAN LUBOW | VICE-PRESIDE | — | ||
| ELIZABETH FARRAR | Treasurer | — | ||
| ELIZABETH MOYO | Secretary | — | ||
| NELSON D CARY | Board Member | — | ||
| LYNN ELLIOT | Board Member | — | ||
| WILLIAM FAUST | Board Member | — | ||
| JAKE GIBSON | Board Member | — | ||
| MICHAEL R GLADMAN | Board Member | — | ||
| KELSEY GREGORY | Board Member | — | ||
| DAVID HEDGECOTH | Board Member | — | ||
| LAURIE HILL | Board Member | — | ||
| STEPHEN KEYES | Board Member | — | ||
| ERIC KLINE | Board Member | — | ||
| SAMUEL H PORTER III | Board Member | — | ||
| SUSAN QUINTENZ | Board Member | — | ||
| PEYMAN SALEHI | Board Member | — | ||
| JULIE RUTTER | Board Member | — | ||
| LEE SHACKELFORD | Board Member | — | ||
| CAITLIN SHERMAN | Board Member | — | ||
| MARK SHOLL | Board Member | — | ||
| LYDIA SMITH-LOCKWOOD | Board Member | — | ||
| TODD SWATSLER | Board Member | — | ||
| MARY OELLERMANN | Board Member | — |
Tax year 2023
| Name | Title | Phone | Compensation | |
|---|---|---|---|---|
| JANET CHEN | Executive Director | 7.1% of Rev | ||
| JOHN PELLEGRINO | Board Member | — | ||
| SUSAN QUINTENZ | Board Member | — | ||
| JULIE RUTTER | Board Member | — | ||
| LEE SHACKELFORD | Board Member | — | ||
| MARK SHOLL | Board Member | — | ||
| TODD SWATSLER | Board Member | — | ||
| SERGIO TOSTADO | Board Member | — | ||
| WILLIAM FAUST | Board President | — | ||
| MATTHEW FORNSHELL | Board President | — | ||
| PATRICIO GARAVITO | VICE-PRESIDE | — | ||
| KATHRYN SULLIVAN | VICE-PRESIDE | — | ||
| SUSAN LUBOW | VICE-PRESIDE | — | ||
| ELIZABETH FARRAR | Treasurer | — | ||
| BOB REDFIELD | Secretary | — | ||
| MACEO BATES | Board Member | — | ||
| LAVEA BRACHMAN | Board Member | — | ||
| RYAN CROWLEY | Board Member | — | ||
| LYNN ELLIOTT | Board Member | — | ||
| ADAM FERGUSON | Board Member | — | ||
| JOAN HERBERS | Board Member | — | ||
| LAURIE HILL | Board Member | — | ||
| DAVE HUMESTON | Board Member | — | ||
| BRENT JACKSON | Board Member | — | ||
| STEPHEN KEYES | Board Member | — | ||
| NICHOLE MARSHALL | Board Member | — | ||
| WILLIAM MCDONOUGH | Board Member | — | ||
| ELIZABETH MOYO | Board Member | — | ||
| JESSICA MROWZINSKI | Board Member | — |
Tax year 2022
| Name | Title | Phone | Compensation | |
|---|---|---|---|---|
| JANET CHEN | Executive Director | 5.7% of Rev | ||
| WILLIAM FAUST | Board President | — | ||
| MATTHEW FORNSHELL | VICE-PRESIDE | — | ||
| PATRICIO GARAVITO | VICE-PRESIDE | — | ||
| LYNDA SCHOCKMAN | VICE-PRESIDE | — | ||
| KATHRYN SULLIVAN | VICE-PRESIDE | — | ||
| ROBERT RESTREPO | Treasurer | — | ||
| BOB REDFIELD | Secretary | — | ||
| LAVEA BRACHMAN | Board Member | — | ||
| RYAN CROWLEY | Board Member | — | ||
| LYNN ELLIOTT | Board Member | — | ||
| ELIZABETH FARRAR | Board Member | — | ||
| JACOB GIBSON | Board Member | — | ||
| BRIAN HALL | Board Member | — | ||
| JOAN HERBERS | Board Member | — | ||
| LAURIE HILL | Board Member | — | ||
| DAVE HUMESTON | Board Member | — | ||
| BRENT JACKSON | Board Member | — | ||
| STEPHEN KEYES | Board Member | — | ||
| SUSAN LUBOW | Board Member | — | ||
| NICHOLE MARSHALL | Board Member | — | ||
| BILL MCDONOUGH | Board Member | — | ||
| JESSICA MROWZINSKI | Board Member | — | ||
| JOHN PELLEGRINO | Board Member | — | ||
| SUSAN QUINTENZ | Board Member | — | ||
| JULIE RUTTER | Board Member | — | ||
| LEE SHACKELFORD | Board Member | — | ||
| MARK SHOLL | Board Member | — | ||
| TODD SWATSLER | Board Member | — | ||
| SERGIO TOSTADO | Board Member | — |
Tax year 2021
| Name | Title | Phone | Compensation | |
|---|---|---|---|---|
| JANET CHEN | Executive Director | 5.4% of Rev | ||
| WILLIAM FAUST | Board President | — | ||
| JOAN HERBERS | PAST PRESIDE | — | ||
| KATHRYN SULLIVAN | VICE-PRESIDE | — | ||
| MATTHEW FORNSHELL | VICE-PRESIDE | — | ||
| ROBERT RESTREPO | Treasurer | — | ||
| BOB REDFIELD | Secretary | — | ||
| PATRICIO GARAVITO | Board Member | — | ||
| LYNDA SCHOCKMAN | Board Member | — | ||
| TODD SWATSLER | Board Member | — | ||
| LAVEA BRACHMAN | Board Member | — | ||
| RYAN CROWLEY | Board Member | — | ||
| LYNN ELLIOTT | Board Member | — | ||
| BETSY FARRAR | Board Member | — | ||
| JACOB GIBSON | Board Member | — | ||
| BRIAN HALL | Board Member | — | ||
| LAURIE HILL | Board Member | — | ||
| BRENT JACKSON | Board Member | — | ||
| SUSAN KAIRIS | Board Member | — | ||
| STEPHEN KEYES | Board Member | — | ||
| SUSAN LUBOW | Board Member | — | ||
| BILL MCDONOUGH | Board Member | — | ||
| JOHN PELLEGRINO | Board Member | — | ||
| SUSAN QUINTENZ | Board Member | — | ||
| JULIE RUTTER | Board Member | — | ||
| LEE SHACKELFORD | Board Member | — | ||
| MARK SHOLL | Board Member | — | ||
| SERGIO TOSTADO | Board Member | — |
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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 213 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 7.1% 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.