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
30
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 | — | — | 8.1% | 46 | Financially Distressed | Decline Risk | |
| 2022 | — | — | 7.2% | 54 | Fragile | Recovery | |
| 2021 | — | — | 6.2% | 50 | Fragile | Recovery | |
| 2020 | — | — | 5.8% | 44 | Fragile | Stable Watch | |
| 2019 | — | — | 7.7% | 44 | Fragile | Recovery | |
| 2018 | — | — | 8.9% | 42 | Fragile | Stable Watch | |
| 2017 | — | — | 8.8% | 42 | Fragile | Recovery | |
| 2016 | — | — | 7.2% | 38 | Financially Distressed | Stable Watch | |
| 2015 | — | — | 9.4% | 38 | Financially Distressed | Decline Risk | |
| 2014 | — | — | 8.8% | 40 | Financially Distressed | Recovery | |
| 2013 | — | — | 11.0% | 35 | Critical Intervention Needed | Recovery | |
| 2012 | — | — | 12.1% | 31 | Critical Intervention Needed | Stable Watch | |
| 2011 | — | — | — | 31 | Critical Intervention Needed | Stable Watch |
Officer compensation history
Tax year 2026
| Name | Title | Phone | Compensation | |
|---|---|---|---|---|
| MARK CHALFANT | Executive Director | 11.1% of Rev | ||
| CLYDE THOMPSON | Board Member | 0.4% of Rev | ||
| MACEY SCHIFF | Board Member | 0.2% of Rev | ||
| NIKKI ROGERS | Board President | — | ||
| NAIB MOBASSIR | Board President | — | ||
| SHARONA SHUSTER | Secretary | — | ||
| PEG JOBST | Treasurer | — | ||
| DAVID BEAM | Board Member | — | ||
| PRECIOUS JENKINS | Board Member | — | ||
| JOHN SENER | Board Member | — | ||
| JON TYCKO | Board Member | — | ||
| HILARY JOEL | Board Member | — | ||
| MICHAEL KITCES | Board Member | — | ||
| CLARE MULLIGAN | Board Member | — | ||
| STACEY PELIKA | Board Member | — | ||
| CICIE SATTARNILASSKORN | Board Member | — | ||
| INDIA BANKS | Board Member | — |
Tax year 2025
| Name | Title | Phone | Compensation | |
|---|---|---|---|---|
| Mark Chalfant | Executive Director | 8.1% of Rev | ||
| Aimee Imundo | Board President | — | ||
| Nikki Rogers | Board President | — | ||
| Peg Jobst | Treasurer | — | ||
| Naib Mobassir | Secretary | — | ||
| David Matt Alexander | Board Member | — | ||
| Maria-Veronica Banks | Board Member | — | ||
| Geoff Corey | Board Member | — | ||
| Lindagrace De la Cruz | Board Member | — | ||
| Carolyn Ellison | Board Member | — | ||
| Andrea Fuller | Board Member | — | ||
| Dana Malone Heiser | Board Member | — | ||
| Hilary Joel | Board Member | — | ||
| Michael Kitces | Board Member | — | ||
| Clare Mulligan | Board Member | — | ||
| Stacey Pelika | Board Member | — | ||
| Cicie Sattarnilasskorn | Board Member | — | ||
| Macey Schiff | Board Member | — | ||
| Molly Scott | Board Member | — | ||
| Sharona Shuster | Board Member | — | ||
| Clyde Thompson | Board Member | — | ||
| Analia Gomez Vidal | Board Member | — | ||
| Simone Webster | Board Member | — |
Tax year 2023
| Name | Title | Phone | Compensation | |
|---|---|---|---|---|
| Mark Chalfant | Executive Director | 6.1% of Rev | ||
| Mark Chalfant | Executive Director | 6.1% of Rev | ||
| Krystal Ramseur | Board President | — | ||
| Graziella Jackson | Board President | — | ||
| Nikki Rogers | Treasurer | — | ||
| Shane Sarver | Secretary | — | ||
| Lura Barber | Board Member | — | ||
| Sarah Caffee | Board Member | — | ||
| Geoff Corey | Board Member | — | ||
| Lindagrace De la Cruz | Board Member | — | ||
| Carolyn Ellison | Board Member | — | ||
| Andrea Fuller | Board Member | — | ||
| Dana Malone Heiser | Board Member | — | ||
| Oxana Holtmann | Board Member | — | ||
| Aimee Imundo | Board Member | — | ||
| Kirra Jarratt | Board Member | — | ||
| Hilary Joel | Board Member | — | ||
| Sharon Klotz | Board Member | — | ||
| Michael Kitces | Board Member | — | ||
| Naib Mobassir | Board Member | — | ||
| Sean Rossman | Board Member | — | ||
| Goli Samimi | Board Member | — | ||
| Cicie Sattarnilasskorn | Board Member | — | ||
| Kaelan Sullivan | Board Member | — | ||
| Simone Webster | Board Member | — | ||
| Krystal Ramseur | Board President | — | ||
| Graziella Jackson | Board President | — | ||
| Nikki Rogers | Treasurer | — | ||
| Shane Sarver | Secretary | — | ||
| Lura Barber | Board Member | — | ||
| Sarah Caffee | Board Member | — | ||
| Geoff Corey | Board Member | — | ||
| Lindagrace De la Cruz | Board Member | — | ||
| Carolyn Ellison | Board Member | — | ||
| Andrea Fuller | Board Member | — | ||
| Dana Malone Heiser | Board Member | — | ||
| Oxana Holtmann | Board Member | — | ||
| Aimee Imundo | Board Member | — | ||
| Kirra Jarratt | Board Member | — | ||
| Hilary Joel | Board Member | — | ||
| Sharon Klotz | Board Member | — | ||
| Michael Kitces | Board Member | — | ||
| Naib Mobassir | Board Member | — | ||
| Sean Rossman | Board Member | — | ||
| Goli Samimi | Board Member | — | ||
| Cicie Sattarnilasskorn | Board Member | — | ||
| Kaelan Sullivan | Board Member | — | ||
| Simone Webster | Board Member | — |
Tax year 2022
| Name | Title | Phone | Compensation | |
|---|---|---|---|---|
| Mark Chalfant | Executive Director | 6.1% of Rev | ||
| Krystal Ramseur | Board President | — | ||
| Graziella Jackson | Board President | — | ||
| Nikki Rogers | Treasurer | — | ||
| Shane Sarver | Secretary | — | ||
| Lura Barber | Board Member | — | ||
| Sarah Caffee | Board Member | — | ||
| Geoff Corey | Board Member | — | ||
| Carolyn Ellison | Board Member | — | ||
| Michael Fryar | Board Member | — | ||
| Ehmonie Hainey | Board Member | — | ||
| Michael Hendrix | Board Member | — | ||
| Oxana Holtmann | Board Member | — | ||
| Aimee Imundo | Board Member | — | ||
| Kirra Jarratt | Board Member | — | ||
| Hilary Joel | Board Member | — | ||
| Sharon Klotz | Board Member | — | ||
| Michael Kitces | Board Member | — | ||
| Naib Mobassir | Board Member | — | ||
| Rebecca Roy | Board Member | — | ||
| Sean Rossman | Board Member | — | ||
| Goli Samimi | Board Member | — | ||
| Cicie Sattarnilasskorn | Board Member | — | ||
| Kaelan Sullivan | Board Member | — |
Tax year 2021
| Name | Title | Phone | Compensation | |
|---|---|---|---|---|
| MARK CHALFANT | Executive Director | 8.4% of Rev | ||
| GOLI SAMIMI | Board President | — | ||
| GRAZIELLA JACKSON | Board President | — | ||
| THOMAS HARRIS | Board Member | — | ||
| GEOFF COREY | Board Member | — | ||
| CAROLYN ELLISON | Board Member | — | ||
| KAELAN DEVON SULLIVAN | Board Member | — | ||
| EHMONIE HAINEY | Secretary | — | ||
| MICHAEL HENDRIX | Board Member | — | ||
| MICHAEL KITCES | Board Member | — | ||
| AIMEE IMUNDO | Board Member | — | ||
| KIRRA JARRATT | Board Member | — | ||
| OXANA HOLTMANN | Board Member | — | ||
| KRYSTAL RAMSEUR | Board Member | — | ||
| CICIE SATTARNILASSKORN | Board Member | — | ||
| SARAH CAFFEE | Board Member | — | ||
| SHANE SARVER | Board Member | — | ||
| MICHAEL FRYAR | Treasurer | — | ||
| NIKKI ROGERS | Board Member | — |
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Score breakdown
Score breakdown
Financial resilience
30 / 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 56 other orgs in DC with NTEE prefix A6.
Most-divergent component: program score sits 17 points above the peer median (60 vs. 43).
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 8.1% 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.