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
46
Score
Governance
55
Score
Financial
35
Score
Program
60
Score
Title
-
Institutions
-
Avg Revenue
-
Risk Profile
Representative Institutions
Institutional Epochs
2014
2015
2016
2017
2018
2019
2020
2021
2022
2023
2024
2025
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 | — | — | 9.3% | 46 | Fragile | Gov Risk | |
| 2023 | — | — | 6.4% | 48 | Fragile | Gov Risk | |
| 2022 | — | — | 6.4% | 52 | Fragile | Gov Risk | |
| 2021 | — | — | 6.8% | 52 | Fragile | Recovery | |
| 2020 | — | — | 7.8% | 46 | Fragile | Recovery | |
| 2019 | — | — | 3.2% | 43 | Fragile | Stable Watch | |
| 2018 | — | — | 3.1% | 43 | Fragile | Recovery | |
| 2017 | — | — | — | 38 | Fragile | Recovery | |
| 2016 | — | — | — | 36 | Financially Distressed | Decline Risk | |
| 2015 | — | — | 3.3% | 49 | Fragile | Stable Watch |
Officer compensation history
Tax year 2025
| Name | Title | Phone | Compensation | |
|---|---|---|---|---|
| JOHN C SOWARD | Executive Director | 3.1% of Rev | ||
| AMY JAROMIN | Treasurer | 1.7% of Rev | ||
| KIMBERLEY BALLARD | DIR. SPONSORSHIP & DEVEP. | 1.6% of Rev | ||
| JILL DAVIDSON-MOFFIE | Board Member | 1.6% of Rev | ||
| ANDREW DORR | PRODUCTION MANAGER | 1.3% of Rev | ||
| MARK JAFFE | Board President | — | ||
| MARTHA ACWORTH | Board President | — | ||
| THOMAS ALEXANDER | Board President | — | ||
| JOHN DRISLANE | Treasurer | — | ||
| MICHAEL MILSOM | Secretary | — | ||
| HENRY BERTOLON | Board Member | — | ||
| JON BUTCHER | Board Member | — | ||
| JOSEPH CARLUCCI | Board Member | — | ||
| ANNIE BROWN COE | Board Member | — | ||
| JAMES DAWSON | Board Member | — | ||
| ALEX DEVEREAUX | Board Member | — | ||
| STEVE DROHOSKY | Board Member | — | ||
| MEGHAN FENNELL | Board Member | — | ||
| ANDY GOLDBERG | Board Member | — | ||
| JON GRAY | Board Member | — | ||
| WILLIAM HOWARD | Board Member | — | ||
| ELIZABETH LORING | Board Member | — | ||
| RICHARD MARINO | Board Member | — | ||
| DAVID R MASSE | Board Member | — | ||
| ROBERT MCINNES | Board Member | — | ||
| KEVIN O'CONNOR | Board Member | — | ||
| ANNA ROSSI | Board Member | — | ||
| THADDEUS SIEMASKO | Board Member | — |
Tax year 2023
| Name | Title | Phone | Compensation | |
|---|---|---|---|---|
| JOHN C SOWARD | Executive Director | 2.4% of Rev | ||
| JOHN C SOWARD | Executive Director | 2.0% of Rev | ||
| ROBERT J STONEHAM | DIR, FACILITIES & ADMIN | 1.0% of Rev | ||
| ROBERT J STONEHAM | DIR, FACILITIES & ADMIN | 1.0% of Rev | ||
| PATRICIA MOORE -FORMER | Treasurer | 0.6% of Rev | ||
| AMY JAROMIN | Board Member | 0.1% of Rev | ||
| RICHARD MARINO | Board Member | 0.0% of Rev | ||
| MARK JAFFE | Board President | — | ||
| STEPHEN IMMERMAN | Board President | — | ||
| JOHN DRISLANE | Treasurer | — | ||
| MICHAEL MILSOM | Secretary | — | ||
| THADDEUS SIEMASKO | Board Member | — | ||
| MARTHA ACWORTH | Board Member | — | ||
| THOMAS ALEXANDER | Board Member | — | ||
| JON BUTCHER | Board Member | — | ||
| HENRY BERTOLON | Board Member | — | ||
| ANNIE BROWN COE | Board Member | — | ||
| JAMES DAWSON | Board Member | — | ||
| ALEX DEVEREAUX | Board Member | — | ||
| WILLIAM HOWARD | Board Member | — | ||
| ELIZABETH LORING | Board Member | — | ||
| RICHARD MARINO | Board Member | — | ||
| DAVID R MASSE | Board Member | — | ||
| ROBERT MCINNES | Board Member | — | ||
| KEVIN O'CONNOR | Board Member | — | ||
| ANNA ROSSI | Board Member | — | ||
| JOSEPH CARLUCCI | Board Member | — | ||
| STEPHEN IMMERMAN | Board President | — | ||
| MARK JAFFE | Board President | — | ||
| JOHN DRISLANE | Treasurer | — | ||
| THADDEUS SIEMASKO | Board Member | — | ||
| WILLIAM HOWARD | Board Member | — | ||
| MARTHA ACWORTH | Board Member | — | ||
| THOMAS ALEXANDER | Board Member | — | ||
| HENRY BERTOLON | Board Member | — | ||
| ANNIE BROWN COE | Board Member | — | ||
| JAMES DAWSON | Board Member | — | ||
| ALEX DEVEREAUX | Board Member | — | ||
| DAVID R MASSE | Board Member | — | ||
| ROBERT MCINNES | Board Member | — | ||
| KEVIN O'CONNOR | Board Member | — | ||
| JOYCE TADLER | Board Member | — | ||
| MICHAEL MILSOM | Secretary | — |
Tax year 2022
| Name | Title | Phone | Compensation | |
|---|---|---|---|---|
| JOHN C SOWARD | Executive Director | 1.6% of Rev | ||
| KIMBERLY BALLARD | Board Member | 0.9% of Rev | ||
| ROBERT J STONEHAM | Board Member | 0.9% of Rev | ||
| JILL DAVIDSON | Board Member | 0.9% of Rev | ||
| STEPHEN IMMERMAN | CHAIRMAN OF THE BOD/DIRECT | — | ||
| THADDEUS SIEMASKO | Board Member | — | ||
| WILLIAM HOWARD | Treasurer | — | ||
| MARTHA ACWORTH | Board Member | — | ||
| THOMAS ALEXANDER | Board Member | — | ||
| HENRY BERTOLON | Board Member | — | ||
| ANNIE BROWN COE | Board Member | — | ||
| JAMES DAWSON | Board Member | — | ||
| ALEX DEVEREAUX | Board Member | — | ||
| MARK JAFFE | Board Member | — | ||
| RICHARD MARINO | Board Member | — | ||
| DAVID R MASSE | Board Member | — | ||
| ROBERT MCINNES | Board Member | — | ||
| KEVIN O'CONNOR | Board Member | — | ||
| JOYCE TADLER | Board Member | — | ||
| JOHN DRISLANE | Board Member | — | ||
| MICHAEL MILSOM | Secretary | — |
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
46 / 100
Developing
The three components combine into a single 0–100 score weighted as shown. Full methodology →
Peer comparison
Compared to 376 other orgs in MA with NTEE prefix A6.
Most-divergent component: program score sits 31 points above the peer median (60 vs. 29).
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 9.3% sits within the sector's healthy band (18–22%).
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.