Steady State
Steady State
Market
Archetype
Mechanical
Natural
Tier
Priority Review
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
40
Score
Governance
55
Score
Financial
15
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 | Hidden | Hidden | 7.0% | 40 | Financially Distressed | Decline Risk | |
| 2022 | — | — | 4.8% | 51 | Fragile | Recovery | |
| 2021 | — | — | 11.6% | 52 | Fragile | Recovery | |
| 2020 | — | — | 4.4% | 45 | Fragile | Recovery | |
| 2019 | — | — | 6.6% | 38 | Financially Distressed | Stable Watch | |
| 2018 | — | — | 6.1% | 38 | Financially Distressed | Stable Watch | |
| 2017 | — | — | 6.2% | 38 | Financially Distressed | Recovery | |
| 2016 | — | — | 9.7% | 36 | Financially Distressed | Stable Watch | |
| 2015 | — | — | 6.3% | 38 | Financially Distressed | Stable Watch | |
| 2014 | — | — | 6.9% | 38 | Financially Distressed | Recovery | |
| 2013 | — | — | 4.9% | 37 | Financially Distressed | Stable Watch | |
| 2012 | — | — | 4.0% | 37 | Financially Distressed | Stable Watch | |
| 2011 | — | — | 6.4% | 36 | Financially Distressed | Stable Watch |
Officer compensation history
Tax year 2026
| Name | Title | Phone | Compensation | |
|---|---|---|---|---|
| CRAIG SPRINGER | Board President | 2.9% of Rev | ||
| GARY PAYNE | Treasurer | 2.8% of Rev | ||
| CHRIS ADRIANCE | Vice President | 1.9% of Rev | ||
| BOB ROMNEY | CHAIRMAN | — | ||
| GARY FABIAN | TREASUER | — | ||
| WILLIAM PARKER | Secretary | — | ||
| LARRY AGRAN | Board Member | — | ||
| EUGENE CHOI | Board Member | — | ||
| MICHELLE GRETTENBERG | Board Member | — | ||
| HARASON HOROWITZ | Board Member | — | ||
| TERRY JONES | Board Member | — | ||
| FARAH KHAN | Board Member | — | ||
| JENNIFER KLEIN | Board Member | — | ||
| TIFFANY LOPEZ | Board Member | — | ||
| SHERRY MAIN | Board Member | — | ||
| JERRY MANDEL | Board Member | — | ||
| DANIELLE OAKLEY MORRIS | Board Member | — | ||
| CHRIS RAMSEY | Board Member | — | ||
| RICHARD RUSZAT | Board Member | — | ||
| STUART WINSTON | Board Member | — |
Tax year 2023
| Name | Title | Phone | Compensation | |
|---|---|---|---|---|
| GARY PAYNE | Treasurer | 2.5% of Rev | ||
| JERRY MANDEL | Board President | 2.0% of Rev | ||
| CRAIG SPRINGER | Vice President | 1.9% of Rev | ||
| GREG ROHL | Board Member | — | ||
| RAMONA AGRELA | Board Member | — | ||
| WILLIAM PARKER | Secretary | — | ||
| JENNIFER KLEIN | Board Member | — | ||
| STEPHEN BARKER | Board Member | — | ||
| GARY FABIAN | Treasurer | — | ||
| MICHELLE GRETTENBERG | Board Member | — | ||
| FARRAH KHAN | Board Member | — | ||
| TERRY MCDONALD | Board Member | — | ||
| DANIELLE OAKLEY | Board Member | — | ||
| JENNY HSU SMYTH | Board Member | — | ||
| ANTHONY KUO | Board Member | — | ||
| PAUL SHORT | Board Member | — | ||
| LANCE HOLMAR | Board Member | — | ||
| BOB ROMNEY | VICE CHAIRMAN | — | ||
| CHRISTOPHER RAMSEY | Board Member | — | ||
| SHAUN SKERIS | Board Member | — | ||
| EUGENE CHOI | Board Member | — |
Tax year 2022
| Name | Title | Phone | Compensation | |
|---|---|---|---|---|
| GARY PAYNE | Treasurer | 2.5% of Rev | ||
| JERRY MANDEL | Board President | 2.2% of Rev | ||
| GREG ROHL | Board Member | — | ||
| RAMONA AGRELA | Board Member | — | ||
| WILLIAM PARKER | Secretary | — | ||
| MICKIE L SHAPIRO | Board Member | — | ||
| KAREN CAHILL | Board Member | — | ||
| JENNIFER KLEIN | Board Member | — | ||
| STEPHEN BARKER | Board Member | — | ||
| GARY FABIAN | Board Member | — | ||
| MICHELLE GRETTENBERG | Board Member | — | ||
| KEN ROHL | CHAIRMAN | — | ||
| FARRAH KHAN | Board Member | — | ||
| TERRY MCDONALD | Board Member | — | ||
| DANIELLE OAKLEY | Board Member | — | ||
| JULIA STANNARD | Board Member | — | ||
| LYNN O'HEARN WAGNER | Board Member | — | ||
| ANTHONY KUO | Board Member | — | ||
| LIZA KRASSNER | Board Member | — | ||
| PAUL SHORT | Board Member | — | ||
| LANCE HOLMAR | Board Member | — | ||
| BOB ROMNEY | Board Member | — | ||
| CHRISTOPHER RAMSEY | Board Member | — | ||
| SHAWN SKERIS | Board Member | — |
Tax year 2021
| Name | Title | Phone | Compensation | |
|---|---|---|---|---|
| JERRY MANDEL | Board President | 2.4% of Rev | ||
| GARY PAYNE | CHIEF OPERATING AND FINANC | 2.3% of Rev | ||
| KAREN WOOD | GENERAL MANAGER | 2.0% of Rev | ||
| GREG ROHL | Board Member | — | ||
| RAMONA AGRELA | Board Member | — | ||
| WILLIAM PARKER | Secretary | — | ||
| MICKIE L SHAPIRO | Board Member | — | ||
| KAREN CAHILL | Board Member | — | ||
| JENNIFER KLEIN | Board Member | — | ||
| STEPHEN BARKER | Board Member | — | ||
| FRANCISCO AYALA | Board Member | — | ||
| GARY FABIAN | Board Member | — | ||
| MICHELLE GRETTENBERG | Board Member | — | ||
| CARLA FURUNO | Board Member | — | ||
| KEN ROHL | CHAIRMAN | — | ||
| FARRAH KHAN | Board Member | — | ||
| PENELOPE PARMES | Board Member | — | ||
| TERRY MCDONALD | Board Member | — | ||
| DANIELLE OAKLEY | Board Member | — | ||
| JULIA STANNARD | Board Member | — | ||
| LYNN O'HEARN WAGNER | Board Member | — | ||
| ANTHONY KUO | Board Member | — | ||
| LIZA KRASSNER | Board Member | — | ||
| PAUL SHORT | Board Member | — | ||
| LANCE HOLMAR | Board Member | — | ||
| BOB ROMNEY | Board Member | — | ||
| RICHARD RUSZAT | Board Member | — | ||
| CHRISTOPHER RAMSEY | Board Member | — | ||
| SHAWN SKERIS | Board Member | — |
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Score breakdown
Score breakdown
Financial resilience
15 / 100
weight 40%
Governance risk
55 / 100
weight 40%
Program scale
60 / 100
weight 20%
Overall
40 / 100
Priority Review
The three components combine into a single 0–100 score weighted as shown. Full methodology →
Peer comparison
Compared to 1,424 other orgs in CA with NTEE prefix A6.
Most-divergent component: financial score sits 38 points below the peer median (15 vs. 53).
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 7.0% sits within the sector's healthy band (18–22%).
- Financial resilience score in the bottom quartile — reserves and liabilities ratios warrant review.
What would change this score
The two changes that would most improve this score:
- 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.