Steady State
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
The Stewardship
Institutional Health Scores
5-yr trend: Steady State ↑
Overall
48
Score
Governance
55
Score
Financial
35
Score
Program
60
Score

Institutional Epochs

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 —
2024 Hidden Hidden — — Unknown —
2023 Hidden Hidden 8.7% 48 Fragile Recovery
2022 — — 12.8% 43 Fragile Recovery
2021 — — 16.0% 41 Fragile Recovery
2020 — — 15.4% 39 Financially Distressed Decline Risk
2019 — — 11.3% 45 Fragile Recovery
2018 — — 11.6% 35 Critical Intervention Needed Decline Risk
2017 — — 12.3% 35 Critical Intervention Needed Decline Risk
2016 — — 13.1% 37 Financially Distressed Decline Risk
2015 — — 12.8% 39 Financially Distressed Recovery
2014 — — 14.5% 39 Financially Distressed Decline Risk
2013 — — 13.9% 45 Fragile Decline Risk
2012 — — 12.3% 49 Fragile Stable Watch

Officer compensation history

Tax year 2026

Name Title Phone Email Compensation
REBECCA GRUSS FORMER EXEC 9.0% of Rev
MELISSA BERTKE PAST PRESIDE —
STEPHEN BURKS Board Member —
MIKE BUTLER Board Member —
JENNIFER CRAWFORD Board Member —
KAREN CUNNINGHAM Board President —
ANDREA DAWSON Board Member —
JEREMY GALANTE Board Member —
MARGARET HEYDORN Board Member —
YELENA KATZ Board Member —
JULIE MAROUS Board Member —
ADAM PHILLIP Treasurer —
MARGOT PROKOP Board Member —
ERIN SHANK Board Member —
LYNN VAIL Board Member —
MARIANNE VENIERO Board Member —
PAM WILSON Secretary —
AUSTIN WIELAND EXECUTIVE DI —

Tax year 2025

Name Title Phone Email Compensation
SHANNON AKE Board Member —
MELISSA BERTKE PAST PRESIDE —
STEPHEN BURKS Board Member —
JENNIFER CRAWFORD Board Member —
KAREN CUNNINGHAM VICE PRESIDE —
ANDREA DAWSON Board Member —
JASON FISHER Board President —
KATE HUMPHREY Board Member —
YELENA KATZ Board Member —
ADAM PHILIP Treasurer —
MATT SILLA Board Member —
LYNN VAIL Board Member —
MARIANNE VENIERO Board Member —
PAM WILSON Secretary —
REBECCA GRUSS EXECUTIVE DI —

Tax year 2023

Name Title Phone Email Compensation
REBECCA GRUSS EXECUTIVE DI 8.7% of Rev
MELISSA BERTKE VICE PRESIDE —
STEPHEN BURKS Board Member —
JOHN CUNNINGHAM Treasurer —
KAREN CUNNINGHAM Board Member —
ANDREA DAWSON Secretary —
LAURIE DEAN Board President —
BRUCE DOWNIE Board Member —
JASON FISHER Board Member —
ROBBIE GRODEN Board Member —
TRICIA KAMAN Board Member —
YELENA KATZ Board Member —
STEVEN MAIER VICE PRESIDE —
DEBRA PERRY PAST PRESIDE —
MATT SILLA Board Member —
PAM WILSON Board Member —

Tax year 2022

Name Title Phone Email Compensation
MARY ANN BREISCH FRMR EXEC DI 7.2% of Rev
REBECCA GRUSS EXECUTIVE DI 0.5% of Rev
MELISSA BERTKE VICE PRESIDE —
STEPHEN BURKS Board Member —
JOHN CUNNINGHAM Treasurer —
ANDREA DAWSON Secretary —
LAURIE DEAN Board President —
BRUCE DOWNIE Board Member —
JASON FISHER Board Member —
ROBBIE GRODEN Board Member —
TRICIA KAMAN Board Member —
YELENA KATZ Board Member —
STEVEN MAIER VICE PRESIDE —
DEBRA PERRY PAST PRESIDE —
MATT SILLA Board Member —
KIM ZARNEY FRMR VICE PR —

Tax year 2021

Name Title Phone Email Compensation
MARY ANN BREISCH EXECUTIVE DI 7.1% of Rev
BRETT BERKOBEIN Board Member —
MELISSA BERTKE Board Member —
JOHN CUNNINGHAM Treasurer —
ANDREA DAWSON Secretary —
LAURIE DEAN Board President —
BRUCE DOWNIE Board Member —
ROBBIE GRODEN Board Member —
KC HENRY Board Member —
TRICIA KAMAN Board Member —
YELENA KATZ Board Member —
STEVEN MAIER Board Member —
DEBRA PERRY PAST PRESIDE —
AMANDA PETKIEWICZ Board Member —
NANCY ROGOFF Board Member —
SHANNON TAYLOR Board Member —
MARTIN TREPPA Board Member —
KIM ZARNEY VICE PRESIDE —
Officer contact details, exact compensation figures, and active litigation are available to verified members.
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Score breakdown

Score breakdown

Financial resilience
35 / 100
weight 40%
Governance risk
55 / 100
weight 40%
Program scale
60 / 100
weight 20%
Overall
48 / 100
Developing

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

Peer comparison

Compared to 26 other orgs in OH with NTEE prefix A4.

Most-divergent component: financial score sits 37 points below the peer median (35 vs. 72).

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. Build cash reserves to at least 3 months of operating expenses — moves financial resilience score meaningfully (~10 points).
  2. 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.