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 129 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.