Structural Deficit
What does this mean?
Persistently low financial health over 5 years despite strong programmatic output. They are borrowing from their future (or bleeding an endowment) to pay for today's programs.
The Path Forward
The Truth-Teller
Forces necessary, painful cuts to preserve the core. It demands that the organization stop borrowing from its future and align its current programmatic output with actual sustainable revenue.
Title
Representative Institutions
Institutional Epochs
Historical Performance
| Year | Revenue | Top Comp | Comp % Rev | Score | Phase Label | Outlook | Details |
|---|---|---|---|---|---|---|---|
| 2023 | — | — | — | 31 | Critical Intervention Needed | Recovery | |
| 2022 | — | — | 35.1% | 32 | Critical Intervention Needed | Gov Risk | |
| 2020 | — | — | — | 38 | Financially Distressed | Recovery | |
| 2019 | — | — | — | 34 | Critical Intervention Needed | Decline Risk | |
| 2018 | — | — | — | 38 | Financially Distressed | Stable Watch | |
| 2017 | — | — | — | 38 | Financially Distressed | Stable Watch | |
| 2016 | — | — | — | 38 | Financially Distressed | Decline Risk | |
| 2015 | — | — | — | 39 | Fragile | Stable Watch | |
| 2014 | — | — | 1.3% | 42 | Fragile | Recovery | |
| 2013 | — | — | 7.2% | 36 | Financially Distressed | Recovery | |
| 2012 | — | — | 7.9% | 32 | Critical Intervention Needed | Recovery | |
| 2011 | — | — | — | 31 | Critical Intervention Needed | Stable Watch |
Officer compensation history
Tax year 2023
| Name | Title | Phone | Compensation | |
|---|---|---|---|---|
| James Marshall PhD | Board President | — | ||
| Cary Berner | Board President | — | ||
| Dean Akamine | Secretary | — | ||
| Jeffrey Roberts | Treasurer | — | ||
| Greg Dowell | Board Member | — | ||
| David Decker | Board Member | — | ||
| William Flanigan | Board Member | — | ||
| Layla Jaffe | Board Member | — | ||
| Tony Konzal | Board Member | — | ||
| Edwin Lohr | Board Member | — | ||
| Kim Whittemore | Board Member | — |
Tax year 2021
| Name | Title | Phone | Compensation | |
|---|---|---|---|---|
| JAMES MARSHALL PHD | Board President | — | ||
| CARY BERNER | Board President | — | ||
| DEAN AKAMINE | Secretary | — | ||
| KEVIN FILER | Treasurer | — | ||
| DAVID DECKER | Board Member | — | ||
| GREG DOWELL | Board Member | — | ||
| BILL FLANIGAN | Board Member | — | ||
| LAYLA JAFFE | Board Member | — | ||
| TONY KONZAL | Board Member | — | ||
| EDWIN LOHN | Board Member | — | ||
| SEAN REDMOND | Board Member | — | ||
| JEFF ROBERTS | Board Member | — | ||
| QUINCY TYSON | Board Member | — | ||
| KIM WHITTEMORE | Board Member | — |
Score breakdown
The three components combine into a single 0–100 score weighted as shown. Full methodology →
Peer comparison
Compared to 829 other orgs in CA with NTEE prefix A6.
Most-divergent component: program score sits 29 points above the peer median (60 vs. 31).
5-year trend: Structural Deficit
Persistently low financial health over 5 years despite strong programmatic output. They are borrowing from their future (or bleeding an endowment) to pay for today's programs.
Overall score has gone from 38 → 31 over 5 years (declining by 7 points).
What's driving this score
- All-volunteer org with no paid officers — governance signal is neutral (default 50), not absent.
- 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.