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.
Institutional Epochs
Historical Performance
| Year | Revenue | Top Comp | Comp % Rev | Score | Phase Label | Outlook | Details |
|---|---|---|---|---|---|---|---|
| 2023 | — | — | 11.7% | 31 | Critical Intervention Needed | Decline Risk | |
| 2022 | — | — | 14.4% | 43 | Financially Distressed | Decline Risk | |
| 2021 | — | — | 15.0% | 43 | Financially Distressed | Decline Risk | |
| 2020 | — | — | 14.6% | 52 | Fragile | Recovery | |
| 2019 | — | — | 4.8% | 41 | Financially Distressed | Recovery | |
| 2018 | — | — | 6.4% | 38 | Financially Distressed | Recovery | |
| 2017 | — | — | 7.0% | 34 | Critical Intervention Needed | Recovery | |
| 2016 | — | — | 11.6% | 35 | Critical Intervention Needed | Stable Watch | |
| 2015 | — | — | 8.4% | 38 | Financially Distressed | Stable Watch | |
| 2014 | — | — | 7.2% | 38 | Financially Distressed | Stable Watch | |
| 2013 | — | — | 7.5% | 38 | Financially Distressed | Recovery | |
| 2012 | — | — | 7.8% | 36 | Financially Distressed | Recovery | |
| 2011 | — | — | 7.6% | 34 | Critical Intervention Needed | Stable Watch |
Officer compensation history
Tax year 2023
| Name | Title | Phone | Compensation | |
|---|---|---|---|---|
| CHERYL RIZZO | Board Member | 7.4% of Rev | ||
| JESSICA KUBZANSKY | Artistic Director | 6.2% of Rev | ||
| CHRIS WERNER | Treasurer | — | ||
| EDWARD RADA | CHAIRMAN | — | ||
| KRIS FUJITA | Secretary | — | ||
| ROBERT LEVENTER | Board President | — | ||
| DAMARIS MONTALVO | Board Member | — | ||
| EILEEN T'KAYE | Board Member | — | ||
| JERED GOLD | Board Member | — | ||
| JOY VELUZ | Board Member | — | ||
| LIZA BERES | Board Member | — | ||
| MICHAEL RUFF | Board Member | — | ||
| NICK VASELS | Board Member | — | ||
| ROBBIN KELLEY | Board Member | — | ||
| ROBIN GREEN | Board Member | — | ||
| RODNEY BOLTON | Board Member | — | ||
| SANDRA GREENSTEIN | Board Member | — | ||
| WALT COCHRAN-BOND | Board Member | — | ||
| Z CLARK BRANSON | Board Member | — |
Tax year 2021
| Name | Title | Phone | Compensation | |
|---|---|---|---|---|
| CHERYL RIZZO | Board Member | 5.5% of Rev | ||
| JESSICA KUBZANSKY | Artistic Director | 5.3% of Rev | ||
| JON NEUSTADTER | Secretary | — | ||
| EDWARD RADA | CHAIRMAN | — | ||
| WILLIAM ANAWALT | Board Member | — | ||
| Z CLARK BRANSON | Board Member | — | ||
| SARAH LYDING | Board Member | — | ||
| EILEEN T'KAYE | Board Member | — | ||
| ROBBIN KELLEY | Board Member | — | ||
| MICHAEL RUFF | Treasurer | — | ||
| TOM JACOBSON | Board President | — | ||
| WALT COCHRAN-BOND | Board Member | — | ||
| CHRIS WERNER | Board Member | — | ||
| ROBERT LEVENTER | Board Member | — | ||
| LIZA BERES | Board Member | — | ||
| SANDRA GREENSTEIN | Board Member | — |
Score breakdown
The three components combine into a single 0–100 score weighted as shown. Full methodology →
Peer comparison
Compared to 829 other orgs in CA with NTEE prefix A6.
Most-divergent component: financial score sits 33 points below the peer median (0 vs. 33).
5-year trend: Steady State
No extreme longitudinal divergence detected. The organization is maintaining its current operational philosophy.
Overall score has gone from 41 → 31 over 5 years (declining by 10 points). A multi-year directional move of this magnitude is a signal worth investigating.
What's driving this score
- Comp-to-revenue ratio of 11.7% 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.