Steady State
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
The Stewardship
Institutional Health Scores
5-yr trend: Steady State ↑
Overall
43
Score
Governance
50
Score
Financial
35
Score
Program
45
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
2023 — — — 43 Fragile Recovery
2022 — — 10.2% 37 Financially Distressed Stable Watch
2021 — — — 37 Financially Distressed Recovery
2020 — — 23.4% 27 Critical Intervention Needed Recovery
2019 — — — 25 Critical Intervention Needed Decline Risk
2018 — — — 27 Critical Intervention Needed Stable Watch
2017 — — — 27 Critical Intervention Needed Stable Watch
2016 — — — 27 Critical Intervention Needed Stable Watch
2015 — — — 27 Critical Intervention Needed Stable Watch
2014 — — — 27 Critical Intervention Needed Decline Risk
2013 — — — 33 Critical Intervention Needed Decline Risk
2012 — — — 43 Fragile Stable Watch

Officer compensation history

Tax year 2023

Name Title Phone Email Compensation
JASON BARELMAN MANAGER 5.5% of Rev
JILL BRODERSEN Board President —
JEANEY HARRIS Board Member —
MARK MCCORKINDALE Board Member —
JENNIFER THOMAS Board Member —
CHADD FRIDERES Board Member —
HOLLY DORING Board Member —
JEAN LOBERG Board Member —

Tax year 2021

Name Title Phone Email Compensation
TIMOTHY BARTZ MANAGER 11.4% of Rev
JILL BRODERSEN Board President —
JEANEY HARRIS Board Member —
KEN MARRA Board Member —
JENNIFER THOMAS Board Member —
YASUKO TAOKA Board Member —
HOLLY DORING 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
35 / 100
weight 40%
Governance risk
50 / 100
weight 40%
Program scale
45 / 100
weight 20%
Overall
43 / 100
Priority Review

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

Peer comparison

Compared to 51 other orgs in NE with NTEE prefix A6.

Most-divergent component: financial score sits 28 points below the peer median (35 vs. 63).

5-year trend: Steady State

No extreme longitudinal divergence detected. The organization is maintaining its current operational philosophy.

Overall score has gone from 25 → 43 over 5 years (improving by 18 points). A multi-year directional move of this magnitude is a signal worth investigating.

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).

Improving governance is a board decision. These are the levers.