Institutional Maturation
Institutional Maturation
Market
Archetype
Mechanical
Natural
Tier
Developing
Trajectory Thumbprint
Institutional Maturation
What does this mean?
The gold standard. 10-year slow, steady, concurrent growth across Financial Health, Governance, and Program. Leadership is scaling their oversight and impact in lockstep.
The Path Forward
The Crown
A mandate to lead the sector. It encourages the organization to mentor emerging nonprofits and embark on generational capital projects, leveraging their profound stability.
The Crown
Institutional Health Scores
5-yr trend: Institutional Maturation ↑
Overall
54
Score
Governance
55
Score
Financial
50
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
Institutional Maturation
Historical Performance
| Year | Revenue | Top Comp | Comp % Rev | Score | Phase Label | Outlook | Details |
|---|---|---|---|---|---|---|---|
| 2025 | Hidden | Hidden | — | — | Unknown | — | |
| 2024 | Hidden | Hidden | — | — | Unknown | — | |
| 2023 | — | — | 7.4% | 54 | Fragile | Decline Risk | |
| 2022 | — | — | 2.4% | 53 | Fragile | Decline Risk | |
| 2021 | — | — | 0.5% | 50 | Fragile | Decline Risk | |
| 2020 | — | — | 2.9% | 32 | Critical Intervention Needed | Decline Risk | |
| 2019 | — | — | 12.6% | 29 | Critical Intervention Needed | Decline Risk | |
| 2018 | — | — | 7.6% | 36 | Financially Distressed | Decline Risk | |
| 2017 | — | — | 13.1% | 32 | Critical Intervention Needed | Decline Risk | |
| 2016 | — | — | 9.6% | 42 | Fragile | Recovery | |
| 2015 | — | — | 9.4% | 36 | Financially Distressed | Recovery | |
| 2014 | — | — | 10.7% | 33 | Critical Intervention Needed | Decline Risk | |
| 2013 | — | — | 9.8% | 42 | Fragile | Recovery | |
| 2012 | — | — | 9.9% | 38 | Financially Distressed | Stable Watch | |
| 2011 | — | — | 8.3% | 38 | Financially Distressed | Stable Watch |
Officer compensation history
Tax year 2025
| Name | Title | Phone | Compensation | |
|---|---|---|---|---|
| JOELLE IRONS | EXECUTIVE DI | 7.9% of Rev | ||
| JOELLE IRONS | EXECUTIVE DI | 7.4% of Rev | ||
| ANDREA ANDERSON | Board Member | — | ||
| CHAD EDWARDS | Board Member | — | ||
| MICHAELA GREENE | Board Member | — | ||
| DAVID SWIFT | Board Member | — | ||
| DAVE WILS END DECEMBER 2023 | Board Member | — | ||
| TAMISON JEWETT | Board Member | — | ||
| LOU ANN PACULA | Board Member | — | ||
| MELISSA PELLER | Board Member | — | ||
| SARAH JENKINS | Board Member | — | ||
| RON LAW END MAY 2024 | Board Member | — | ||
| JORDAN GOOGE | Board Member | — | ||
| JORDAN XU | Board Member | — | ||
| CHRISTINE GORELICK | Board Member | — | ||
| SALLY MEEHAN | Board Member | — | ||
| EPPIE JO MILLER | Board Member | — | ||
| RALPH SHAW | Board Member | — | ||
| BRIAN JOYCE | Board President | — | ||
| KATHY CISSNA | VICE-PRESIDE | — | ||
| ELIZABETH RIEF | Secretary | — | ||
| MARK EDWARDS | Treasurer | — | ||
| JOSEPH BELL | Board Member | — | ||
| JOHN CRAVEN | Board Member | — | ||
| ED HANES JR | Board Member | — | ||
| BRIAN JOYCE | Board Member | — | ||
| ANDREW MCVEY | Board Member | — | ||
| DAVID SWIFT | Board Member | — | ||
| ANDY RINEHART | Board Member | — | ||
| TAMISON JEWETT | Board Member | — | ||
| LOU ANN PACULA | Board Member | — | ||
| MELISSA PELLER | Board Member | — | ||
| SARAH JENKINS | Board Member | — | ||
| CHRISTINE GORELICK END MAY 2025 | Board Member | — | ||
| SALLY MEEHAN | Board Member | — | ||
| EPPIE JO MILLER | Board Member | — | ||
| KATHY CISSNA | Board President | — | ||
| JORDAN XU | VICE-PRESIDE | — | ||
| ELIZABETH RIEF | Secretary | — | ||
| MARK EDWARDS | Treasurer | — |
Tax year 2023
| Name | Title | Phone | Compensation | |
|---|---|---|---|---|
| PHILIP POWELL END 123122 | EXECUTIVE DI | 2.8% of Rev | ||
| PHILIP POWELL | EXECUTIVE DI | 0.4% of Rev | ||
| TREAN ELLIS END 121621 | Board Member | — | ||
| SCOTT CROCKETT END 61622 | Board Member | — | ||
| CHAD EDWARDS | Board Member | — | ||
| JENNIFER LENCHIK | Board Member | — | ||
| ROBERT MUHAMMAD | Board Member | — | ||
| TAMISON JEWETT | Board Member | — | ||
| BRIAN JOYCE | Board Member | — | ||
| LOU ANN PACULA | Board Member | — | ||
| JASON LAGESSE END 32422 | Board Member | — | ||
| CHRIS COHEN END 42022 | Board Member | — | ||
| ERIK HALL | Board Member | — | ||
| KATHY CISSNA | Board Member | — | ||
| SARAH JENKINS | Board Member | — | ||
| RON LAW | Board Member | — | ||
| ELIZABETH RIEF | Board Member | — | ||
| DARYL ROSENBAUM | Board Member | — | ||
| GARRY WADELL | Board Member | — | ||
| JORDAN XU | Board Member | — | ||
| JAY MATTHEWS | Board President | — | ||
| DUSTIN GREENE | VICE-PRESIDE | — | ||
| MARK EDWARDS | Treasurer | — | ||
| DANIEL ALVAREZ | Secretary | — | ||
| JOELLE IRONS BEG1123 | EXECUTIVE DI | — | ||
| ANDREA ANDERSON | Board Member | — | ||
| CHAD EDWARDS | Board Member | — | ||
| MICHAELA GREENE | Board Member | — | ||
| DAVID SWIFT | Board Member | — | ||
| DAVE WILS | Board Member | — | ||
| TAMISON JEWETT | Board Member | — | ||
| LOU ANN PACULA | Board Member | — | ||
| MELISSA PELLER | Board Member | — | ||
| ALEXANDRIA PORTER-PHELPS | Board Member | — | ||
| ERIK HALL | Board Member | — | ||
| SARAH JENKINS | Board Member | — | ||
| RON LAW | Board Member | — | ||
| DARYL ROSENBAUM | Board Member | — | ||
| GARRY WADELL END 43023 | Board Member | — | ||
| JORDAN XU | Board Member | — | ||
| MARK EDWARDS | Treasurer | — | ||
| ELIZABETH RIEF | Secretary | — | ||
| KATHY CISSNA | VICE-PRESIDE | — | ||
| BRIAN JOYCE | Board President | — |
Tax year 2022
| Name | Title | Phone | Compensation | |
|---|---|---|---|---|
| PHILIP POWELL | INTERIM EXEC | 1.9% of Rev | ||
| TREAN ELLIS | Board Member | — | ||
| KATIE DUNN | Board Member | — | ||
| SCOTT CROCKETT | Board Member | — | ||
| CHAD EDWARDS | Board Member | — | ||
| JENNIFER LENCHIK | Board Member | — | ||
| ROBERT MUHAMMAD | Board Member | — | ||
| TAMISON JEWETT | Board Member | — | ||
| BRIAN JOYCE | Board Member | — | ||
| LOU ANN PACULA | Board Member | — | ||
| JASON LAGESSE | Board Member | — | ||
| CHRIS COHEN | Board Member | — | ||
| JAY MATTHEWS | Board President | — | ||
| DUSTIN GREENE | VICE-PRESIDE | — | ||
| MARK EDWARDS | Treasurer | — | ||
| DANIEL ALVAREZ | 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
50 / 100
weight 40%
Governance risk
55 / 100
weight 40%
Program scale
60 / 100
weight 20%
Overall
54 / 100
Developing
The three components combine into a single 0–100 score weighted as shown. Full methodology →
Peer comparison
Compared to 145 other orgs in NC with NTEE prefix A6.
Most-divergent component: program score sits 29 points above the peer median (60 vs. 31).
5-year trend: Institutional Maturation
The gold standard. 10-year slow, steady, concurrent growth across Financial Health, Governance, and Program. Leadership is scaling their oversight and impact in lockstep.
What's driving this score
- Comp-to-revenue ratio of 7.4% sits within the sector's healthy band (18–22%).
- Net assets declined for 4 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.