Structural Deficit
What does this mean?
Persistently low financial health over 5 years despite strong programmatic output. They are borrowing from their future (or bleeding an endowment) to pay for today's programs.
The Path Forward
The Truth-Teller
Forces necessary, painful cuts to preserve the core. It demands that the organization stop borrowing from its future and align its current programmatic output with actual sustainable revenue.
Title
Representative Institutions
Institutional Epochs
Historical Performance
| Year | Revenue | Top Comp | Comp % Rev | Score | Phase Label | Outlook | Details |
|---|---|---|---|---|---|---|---|
| 2024 | Hidden | Hidden | — | — | Unknown | — | |
| 2023 | Hidden | Hidden | 7.9% | 36 | Financially Distressed | Decline Risk | |
| 2022 | — | — | 8.8% | 44 | Fragile | Recovery | |
| 2021 | — | — | 5.8% | 42 | Fragile | Decline Risk | |
| 2020 | — | — | 9.8% | 44 | Fragile | Recovery | |
| 2019 | — | — | 6.6% | 34 | Critical Intervention Needed | Decline Risk | |
| 2018 | — | — | 7.8% | 34 | Critical Intervention Needed | Decline Risk | |
| 2017 | — | — | 9.0% | 34 | Critical Intervention Needed | Recovery | |
| 2016 | — | — | 5.8% | 34 | Critical Intervention Needed | Stable Watch | |
| 2015 | — | — | 8.9% | 30 | Critical Intervention Needed | Decline Risk | |
| 2014 | — | — | 8.6% | 30 | Critical Intervention Needed | Decline Risk | |
| 2013 | — | — | 8.0% | 30 | Critical Intervention Needed | Stable Watch | |
| 2012 | — | — | 8.6% | 30 | Critical Intervention Needed | Stable Watch |
Officer compensation history
Tax year 2025
| Name | Title | Phone | Compensation | |
|---|---|---|---|---|
| Eric Holtan | Board Member | 7.9% of Rev | ||
| Eve Shapiro | Board President | — | ||
| Nancy March | Board President | — | ||
| Julia Pernet | Board President | — | ||
| Andrea Robson | Treasurer | — | ||
| Claire West | Secretary | — | ||
| Susan Markovich | Board Member | — | ||
| Sandra Um | Board Member | — | ||
| John Anderson | Board Member | — | ||
| Lendre Kearns | Board Member | — | ||
| Jeannette Segel | Board Member | — | ||
| Andrew Watson | Board Member | — | ||
| Pat Bjorhovide | Board Member | — | ||
| Luis Villa | Board Member | — |
Tax year 2023
| Name | Title | Phone | Compensation | |
|---|---|---|---|---|
| Eric Holtan | Board Member | 6.6% of Rev | ||
| Nancy March | Board President | — | ||
| Julia Pernet | Secretary | — | ||
| Andrea Robson | Treasurer | — | ||
| Eve Shaprio | Board President | — | ||
| Susan Markovich | Board Member | — | ||
| Sandra Um | Board Member | — | ||
| Sarah Dinham | Board Member | — | ||
| Rhonda Rugg | Board Member | — | ||
| Claire West | Board Member | — | ||
| Lendre Kearns | Board Member | — | ||
| Jeannette Segel | Board Member | — | ||
| Andrew Watson | Board Member | — |
Tax year 2022
| Name | Title | Phone | Compensation | |
|---|---|---|---|---|
| Eric Holtan | Board Member | 6.3% of Rev | ||
| Nancy March | Board President | — | ||
| Julia Pernet | Secretary | — | ||
| Andrea Robson | Treasurer | — | ||
| Eve Shapiro | Board President | — | ||
| Clyde Kunz | Board President | — | ||
| Warren Beck | Board Member | — | ||
| Sarah Dinham | Board Member | — | ||
| Mary Lou Forier | Board Member | — | ||
| Eloise Fredrickson | Board Member | — | ||
| Lendre Kearns | Board Member | — | ||
| Jeannette Segel | Board Member | — | ||
| Andrew Watson | Board Member | — | ||
| Claire West | Board Member | — | ||
| Susan Markovich | Board Member | — |
Score breakdown
The three components combine into a single 0–100 score weighted as shown. Full methodology →
Peer comparison
Compared to 118 other orgs in AZ with NTEE prefix A6.
Most-divergent component: program score sits 28 points above the peer median (60 vs. 32).
5-year trend: Structural Deficit
Persistently low financial health over 5 years despite strong programmatic output. They are borrowing from their future (or bleeding an endowment) to pay for today's programs.
What's driving this score
- Comp-to-revenue ratio of 7.9% 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.