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
38
Score
Governance
50
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 |
|---|---|---|---|---|---|---|---|
| 2024 | Hidden | Hidden | — | — | Unknown | — | |
| 2023 | Hidden | Hidden | 13.6% | 38 | Financially Distressed | Decline Risk | |
| 2022 | — | — | 9.7% | 50 | Fragile | Recovery | |
| 2021 | — | — | 11.2% | 48 | Fragile | Recovery | |
| 2020 | — | — | 10.2% | 42 | Fragile | Recovery | |
| 2019 | — | — | 13.1% | 34 | Critical Intervention Needed | Decline Risk | |
| 2018 | — | — | 14.2% | 38 | Financially Distressed | Stable Watch | |
| 2017 | — | — | 14.6% | 35 | Critical Intervention Needed | Recovery | |
| 2016 | — | — | 17.2% | 31 | Critical Intervention Needed | Recovery | |
| 2015 | — | — | 20.4% | 31 | Critical Intervention Needed | Recovery | |
| 2014 | — | — | 20.2% | 29 | Critical Intervention Needed | Decline Risk | |
| 2013 | — | — | 10.3% | 35 | Critical Intervention Needed | Recovery | |
| 2012 | — | — | 21.1% | 29 | Critical Intervention Needed | Decline Risk | |
| 2011 | — | — | — | 37 | Fragile | Stable Watch |
Officer compensation history
Tax year 2025
| Name | Title | Phone | Compensation | |
|---|---|---|---|---|
| FERNANDO PULLUM | Executive Director | 12.7% of Rev | ||
| ALAN PALMER | Treasurer | 0.9% of Rev | ||
| JIM O'BRIEN | Board President | — | ||
| KEN PACE | Board Member | — | ||
| BRIAN K REAVES | Board Member | — | ||
| MICHAEL ROSS | Board Member | — | ||
| CAROL SHAW | Board Member | — | ||
| FRED SMITH | Board Member | — | ||
| SY SMITH | Board Member | — | ||
| BRIAN WARFIELD | Board Member | — | ||
| PATRICK TIERNEY | Board Member | — | ||
| TEOBESTA ASHENAFI | Board Member | — | ||
| CATHY STONE | Board Member | — | ||
| FERNANDO PULLUM | Executive Director | — | ||
| ALAN PALMER | Treasurer | — | ||
| FRANK CLEMENTI | Board Member | — | ||
| SHEILA GARB | Board Member | — | ||
| DAVID JACKSON | Board Member | — | ||
| KEVIN KELLY | VICE CHAIRMAN | — | ||
| MIKE LASHENDOCK | Board Member | — | ||
| JIM O'BRIEN | Board President | — | ||
| KEN PACE | Board Member | — | ||
| BRIAN K REAVES | Board Member | — | ||
| MICHAEL ROSS | Board Member | — | ||
| CAROL SHAW | Board Member | — | ||
| FRED SMITH | Board Member | — | ||
| SY SMITH | Board Member | — | ||
| BRIAN WARFIELD | Board Member | — | ||
| PATRICK TIERNEY | Board Member | — | ||
| TEOBESTA ASHENAFI | Board Member | — | ||
| CATHY STONE | Board Member | — | ||
| GERRI CONSTANT FROM 102024 | Board Member | — | ||
| FRANK CLEMENTI | Board Member | — | ||
| KEVIN ESKOQITZ | Board Member | — | ||
| SHEILA GARB | Board Member | — | ||
| DAVID JACKSON | Board Member | — | ||
| KEVIN KELLY | VICE CHAIRMAN | — | ||
| MIKE LASHENDOCK | Board Member | — | ||
| RICKEY MINOR | Board Member | — |
Tax year 2023
| Name | Title | Phone | Compensation | |
|---|---|---|---|---|
| FERNANDO PULLUM | Executive Dir. | 11.6% of Rev | ||
| JAMES O'BRIEN | Chairman | — | ||
| FREDERICK SMITH | Board Member | — | ||
| SHEILA GARB | Board Member | — | ||
| BRIAN REAVES | Board Member | — | ||
| MICHAEL LASHENDOCK | Board Member | — | ||
| KENNETH PACE | Board Member | — | ||
| ALAN PALMER | Treasurer | — | ||
| MICHAEL ROSS | Board Member | — | ||
| SY SMITH | Board Member | — | ||
| KEVIN ESKOWITZ | Board Member | — | ||
| RICKEY MINOR | Board Member | — | ||
| PAMELA BRIGHT-MOON | Board Member | — | ||
| DAVID JACKSON | Board Member | — | ||
| FRANK CLEMENTI | Board Member | — | ||
| KEVIN KELLY | VICE CHAIRMAN | — | ||
| AMY PEER | Board Member | — | ||
| CAROL SHAW | Board Member | — | ||
| BRIAN WARFIELD | Board Member | — |
Tax year 2022
| Name | Title | Phone | Compensation | |
|---|---|---|---|---|
| FERNANDO PULLUM | Executive Dir. | 11.3% of Rev | ||
| JAMES O'BRIEN | Chairman | — | ||
| FREDERICK SMITH | Board Member | — | ||
| ANTHONY CALLOWAY | Board Member | — | ||
| BRIAN REAVES | Board Member | — | ||
| MICHAEL LASHENDOCK | Board Member | — | ||
| KENNETH PACE | Board Member | — | ||
| ALAN PALMER | Treasurer | — | ||
| MICHAEL ROSS | Board Member | — | ||
| FRED CALLOWAY | Board Member | — | ||
| PAMELA BRIGHT-MOON | Board Member | — | ||
| DAVID JACKSON | Board Member | — | ||
| FRANK CLEMENTI | Board Member | — | ||
| KEVIN KELLY | VICE CHAIRMAN | — | ||
| AMY PEER | Board Member | — | ||
| CAROL SHAW | Board Member | — | ||
| BRIAN WARFIELD | Board Member | — | ||
| KEVIN ESKOWITZ | Board Member | — |
Tax year 2021
| Name | Title | Phone | Compensation | |
|---|---|---|---|---|
| FERNANDO PULLUM | Executive Dir. | 11.3% of Rev | ||
| JAMES O'BRIEN | Chairman | — | ||
| FREDERICK SMITH | Board Member | — | ||
| FRANK HARRIS | Board Member | — | ||
| CRAIG KEYS | Board Member | — | ||
| MICHAEL LASHENDOCK | Board Member | — | ||
| KENNETH PACE | Board Member | — | ||
| ALAN PALMER | Board Member | — | ||
| MICHAEL ROSS | Board Member | — | ||
| BRIAN ROTHSCHILD | Board Member | — | ||
| ISABELLA SCOCOZZA | Board Member | — | ||
| FRED CALLOWAY | Board Member | — | ||
| PAMELA BRIGHT-MOON | Board Member | — | ||
| JORGE ARCINIEGA | Board Member | — | ||
| DAVID JACKSON | Board Member | — | ||
| FRANK CLEMENTI | Board Member | — | ||
| KEVIN KELLY | Board Member | — | ||
| AMY PEER | Board Member | — | ||
| CAROL SHAW | Board Member | — | ||
| BRIAN WARFIELD | Board Member | — | ||
| KEVIN ESKOWITZ | Board Member | — | ||
| JAMES BANCROFT | Treasurer | — |
Officer contact details, exact compensation figures, and active litigation are available to verified members.
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Score breakdown
Score breakdown
Financial resilience
15 / 100
weight 40%
Governance risk
50 / 100
weight 40%
Program scale
60 / 100
weight 20%
Overall
38 / 100
Priority Review
The three components combine into a single 0–100 score weighted as shown. Full methodology →
Peer comparison
Compared to 12 other orgs in CA with NTEE prefix A0.
Most-divergent component: program score sits 35 points above the peer median (60 vs. 25).
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 13.6% 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.