Institutional Maturation
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
The Crown
Institutional Health Scores
5-yr trend: Institutional Maturation
Overall
48
Score
Governance
55
Score
Financial
35
Score
Program
60
Score

Institutional Epochs

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
2023 Hidden Hidden 7.6% 48 Fragile Recovery
2022 52 Fragile Recovery
2021 48 Fragile Decline Risk
2020 55 Fragile Recovery
2019 48 Fragile Recovery
2018 9.7% 36 Financially Distressed Stable Watch
2017 6.8% 36 Financially Distressed Stable Watch
2016 6.8% 36 Financially Distressed Stable Watch
2015 7.4% 36 Financially Distressed Stable Watch
2014 6.6% 36 Financially Distressed Decline Risk
2013 6.4% 42 Fragile Recovery
2012 6.2% 38 Financially Distressed Stable Watch

Officer compensation history

Tax year 2023

Name Title Phone Email Compensation
LOY JEFFORDS Board President
JACQUELINE BRUMELL Board Member
ALLISON ELLIS Secretary
AHSHA DANIELS Board Member
CHRIS BRYMER Board Member
LISA DEFREITAS Treasurer
KATHRYN HARVEY Board Member
NIKKI SMITH Board Member
SCOTT WADDELL Board Member
ANNA-ELYSE ABRAMS Board Member
GENIE BECKNELL Board President
JENNIFER BRUCE Board Member
MARK BYRNES Board Member
JONATHAN GARNER Board Member
LORI HENKE Board Member
REID JOHNSON Board Member
JONATHAN W LOUNSBERRY Board Member
PHILLIP K SINCLAIR Board Member
MEGHAN SMITH Board Member

Tax year 2022

Name Title Phone Email Compensation
ZACH ELLIS Board President
LOY JEFFORDS Board President
JACQUELINE BRUMELL Board Member
REBECCA RAULERSON PARRISH Board Member
ALLISON ELLIS Secretary
AHSHA DANIELS Board Member
CHRIS BRYMER Board Member
LISA DEFREITAS Treasurer
GAIL ELLIS EBERT Board Member
KATHRYN HARVEY Board Member
RAY JONES Board Member
NIKKI SMITH Board Member
SCOTT WADDELL Board Member
JENNIFER YARBRAY Board Member
LEAH ANDERSON Board Member
JIM HUBER Board Member
ANNA-ELYSE LEWIS Board Member
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
48 / 100
Developing

The three components combine into a single 0–100 score weighted as shown. Full methodology →

Peer comparison

Compared to 97 other orgs in SC with NTEE prefix A6.

Most-divergent component: program score sits 33 points above the peer median (60 vs. 27).

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.

Overall score has gone from 48 → 48 over 5 years (stable by 0 points).

What's driving this score

What would change this score

The two changes that would most improve this score:

  1. 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.