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
58
Score
Governance
55
Score
Financial
60
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 | — | |
| 2024 | Hidden | Hidden | — | — | Unknown | — | |
| 2023 | Hidden | Hidden | 5.3% | 58 | Fragile | Recovery | |
| 2022 | — | — | 1.1% | 55 | Fragile | Stable Watch | |
| 2021 | — | — | 6.3% | 54 | Fragile | Recovery | |
| 2020 | — | — | 5.9% | 50 | Fragile | Decline Risk | |
| 2019 | — | — | 4.3% | 55 | Fragile | Recovery | |
| 2018 | — | — | 4.5% | 51 | Fragile | Decline Risk | |
| 2017 | — | — | 4.1% | 55 | Fragile | Stable Watch | |
| 2016 | — | — | 5.3% | 54 | Fragile | Stable Watch | |
| 2015 | — | — | 4.8% | 55 | Fragile | Stable Watch | |
| 2014 | — | — | 3.6% | 55 | Fragile | Stable Watch | |
| 2013 | — | — | 4.6% | 55 | Fragile | Recovery | |
| 2012 | — | — | 8.1% | 50 | Fragile | Decline Risk | |
| 2011 | — | — | 5.6% | 54 | Fragile | Stable Watch |
Officer compensation history
Tax year 2026
| Name | Title | Phone | Compensation | |
|---|---|---|---|---|
| Jon Loos | Executive Director | 1.6% of Rev | ||
| Kelley Kritzman | Treasurer | 1.0% of Rev | ||
| Matthew Travis | Executive Director | 0.9% of Rev | ||
| Dave B Jao | Vice President | 0.8% of Rev | ||
| Jenifer Acosta | Board President | — | ||
| Bradley Bidwell | Board President | — | ||
| Jessica Snyder | Secretary | — | ||
| David Jaffe | Treasurer | — | ||
| Mark Flegenheimer | Board President | — | ||
| Brooke Beebe | Board Member | — | ||
| Honorable Stephen Carras | Board Member | — | ||
| Maureen Donker | Board Member | — | ||
| James Jenkins | Board Member | — | ||
| Joy Yang Jiao | Board Member | — | ||
| Pavel Konecny | Board Member | — | ||
| David Midkiff | Board Member | — | ||
| Ricardo Resio | Board Member | — | ||
| Lisa Ungerleider | Board Member | — | ||
| Dr Lydia Watson | Board Member | — |
Tax year 2025
| Name | Title | Phone | Compensation | |
|---|---|---|---|---|
| DIANE WILCOX | Vice President | 1.7% of Rev | ||
| JON LOOS | Executive Director | 1.6% of Rev | ||
| MATTHEW TRAVIS | COO | 0.8% of Rev | ||
| DAVE B JAO | Vice President | 0.8% of Rev | ||
| KELLEY KRITZMAN | Treasurer | 0.4% of Rev | ||
| JENIFER ACOSTA | Board President | — | ||
| BROOKE BEEBE | Board Member | — | ||
| BRADLEY BIDWELL | Secretary | — | ||
| HONORABLE STEPHEN CARRAS | Board Member | — | ||
| MAUREEN DONKER | Board Member | — | ||
| MARK FLEGENHEIMER | Board President | — | ||
| DAVID JAFFE | Board Member | — | ||
| JAMES JENKINS | Board Member | — | ||
| JOY YANG JIAO | Board Member | — | ||
| PAVEL KONECNY | Board Member | — | ||
| DAVID MIDKIFF | Board Member | — | ||
| JANE PALMIERI | Treasurer | — | ||
| RICARDO RESIO | Board Member | — | ||
| JESSICA SNYDER | Board Member | — | ||
| ROBERT SPARLING | Board Member | — | ||
| LISA UNGERLEIDER | IMMEDIATE PA | — | ||
| DR LYDIA WATSON | Board Member | — |
Tax year 2023
| Name | Title | Phone | Compensation | |
|---|---|---|---|---|
| TERRI TROTTER | Executive Director | 2.0% of Rev | ||
| DIANE WILCOX | Vice President | 1.0% of Rev | ||
| JON LOOS | Executive Director | 0.9% of Rev | ||
| DAVE B JAO | Vice President | 0.8% of Rev | ||
| LYNN BOOMS | Treasurer | 0.7% of Rev | ||
| EDGAR MARTINEZ | Treasurer | 0.4% of Rev | ||
| JENIFER ACOSTA | Secretary | — | ||
| SHAUNA BARBEAU | Board Member | — | ||
| BROOKE BEEBE | Board Member | — | ||
| BRAD BIDWELL | Board Member | — | ||
| STEPHEN CARRAS | Board Member | — | ||
| MAUREEN DONKER | Board Member | — | ||
| MARK FLEGENHEIMER | Board President | — | ||
| DAVID JAFFE | Board Member | — | ||
| JAMES JENKINS | Board Member | — | ||
| JOY YANG JIAO | Board Member | — | ||
| DAVID MIDKIFF | Board Member | — | ||
| JANE PALMIERI | Treasurer | — | ||
| DIANE POSTLER-SLATTERY | IMMEDIATE PA | — | ||
| SHEREE SCHATTENMANN | Board Member | — | ||
| ROBERT SPARLING | Board Member | — | ||
| LISA UNGERLEIDER | Board President | — |
Tax year 2022
| Name | Title | Phone | Compensation | |
|---|---|---|---|---|
| TERRI TROTTER | Board President | 1.7% of Rev | ||
| JON LOOS | Vice President | 0.8% of Rev | ||
| LYNN BOOMS | Treasurer | 0.8% of Rev | ||
| BRYAN JAO | Vice President | 0.8% of Rev | ||
| JENIFER ACOSTA | Secretary | — | ||
| SHAUNA BARBEAU | Board Member | — | ||
| BROOKE BEEBE | Board Member | — | ||
| STEPHEN CARRAS | Board Member | — | ||
| MAUREEN DONKER | Board Member | — | ||
| MARK FLEGENHEIMER | Board President | — | ||
| DAVID JAFFE | Board Member | — | ||
| JAMES JENKINS | Board Member | — | ||
| DAVID MIDKIFF | Board Member | — | ||
| JANE PALMIERI | Treasurer | — | ||
| DIANE POSTLER-SLATTERY | IMMEDIATE PA | — | ||
| SHEREE SCHATTENMANN | Board Member | — | ||
| ROBERT SPARLING | Board Member | — | ||
| LISA UNGERLEIDER | Board President | — |
Officer contact details, exact compensation figures, and active litigation are available to verified members.
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Score breakdown
Score breakdown
Financial resilience
60 / 100
weight 40%
Governance risk
55 / 100
weight 40%
Program scale
60 / 100
weight 20%
Overall
58 / 100
Developing
The three components combine into a single 0–100 score weighted as shown. Full methodology →
Peer comparison
Compared to 45 other orgs in MI with NTEE prefix A2.
Most-divergent component: program score sits 27 points above the peer median (60 vs. 33).
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 5.3% sits within the sector's healthy band (18–22%).
- Net assets declined for 3 consecutive years of deficit spending; cash runway narrowing.
What would change this score
The two changes that would most improve this score:
- 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.