Steady State
Steady State
Steady State Market Archetype Mechanical Natural
Tier
Developing
Trajectory Thumbprint

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.

The Stewardship
The Stewardship
Institutional Health Scores
5-yr trend: Steady State ↑
Overall
50
Score
Governance
55
Score
Financial
40
Score
Program
60
Score

Institutional Epochs

2010
2011
2012
2013
2014
2015
2016
2017
2018
2019
2020
2021
2022
2023
2024
Financial Era
Governance Era
Trajectory Era
Steady State

Historical Performance

Year Revenue Top Comp Comp % Rev Score Phase Label Outlook Details
2024 Hidden Hidden — — Unknown —
2023 Hidden Hidden 6.6% 50 Fragile Decline Risk
2022 — — 3.3% 55 Fragile Stable Watch
2021 — — 5.0% 55 Fragile Recovery
2020 — — 5.0% 49 Financially Distressed Decline Risk
2019 — — 3.0% 51 Financially Distressed Decline Risk
2018 — — 5.2% 46 Financially Distressed Decline Risk
2017 — — 13.9% 46 Fragile Decline Risk
2016 — — 5.9% 48 Fragile Decline Risk
2015 — — 7.7% 52 Fragile Gov Risk
2014 — — 9.8% 52 Fragile Gov Risk
2013 — — 2.1% 55 Fragile Stable Watch
2012 — — 4.8% 55 Fragile Stable Watch
2011 — — 4.8% 55 Fragile Stable Watch

Officer compensation history

Tax year 2025

Name Title Phone Email Compensation
RAPHAELA PLATOW Executive Director 2.1% of Rev
STACY GORDON-FUNK CHIEF OF PHILANTHROPY (FROM 10/23) 1.2% of Rev
DAVID DINKEL Board Member 1.1% of Rev
CATHERINE SURRATT CHIEF OPERATING OFFICER (FROM 10/23) 1.1% of Rev
ERIKA HOLMQUIST-WALL Artistic Director 1.1% of Rev
ALAN KAMEI Board Member —
ALLAN LATTS Board Member —
ANGELA CURRY Board Member —
ANN GEORGEHEAD Board Member —
ANN WELLS Board Member —
ANNA TATMAN Board Member —
BRETT HALE Board Member —
BROOKES POPE Board Member —
BRUCE MERRICK Board Member —
CAMPBELL BROWN Board Member —
CAROL FARMER Board Member —
CATHY SMITH SHANNON Board Member —
DEANA PARADIS Treasurer —
ERNIE TACOGUE Board Member —
GILL HOLLAND Board Member —
J TANNER WATKINS Board Member —
JIM ALLEN Board Member —
JOHN CROCKETT Board Member —
KAVEH ZAMANIAN Board Member —
LOPA MEHROTRA Board President —
MARTHA SLAUGHTER Board Member —
RON MURPHY Board Member —
SEEMA SHETH Board Member —
SPENCER HARPER III Board Member —
STACEY WADE Board Member —
SUSAN DABNEY LAVIN Board Member —
TAWANDA CHITAPA Secretary —
TODD LOWE Board Member —
TOM O'GRADY Board Member —

Tax year 2023

Name Title Phone Email Compensation
RAPHAELA PLATOW Executive Director 2.4% of Rev
TONI CARVER SMITH CHIEF FINANCIAL OFFICER 1.2% of Rev
ABBY SHUE Board Member 1.2% of Rev
STEPHEN REILY Executive Director 0.8% of Rev
DOUG BALLANTINE Board Member —
TERRIAN BARNES Board Member —
TAWANDA CHITAPA Board Member —
JOHN CROCKETT Board Member —
CAMPBELL BROWN Board Member —
VICTORIA DIAZ Board Member —
ANGELA CURRY Board Member —
CAROL FARMER Board Member —
ANN GEORGEHEAD Board Member —
JIM GRAY Board Member —
BRETT HALE Board Member —
SUSAN DABNEY LAVIN Board Member —
ANNE WOO SPEED MCNAUGHTON Board Member —
TODD LOWE Board Member —
MARY HELEN MYLES Board Member —
TOM O'GRADY Board Member —
SHAWN HADLEY Board Member —
DEANA PARADIS Board Member —
BRUCE MERRICK Board Member —
SEEMA SHETH Board Member —
J TANNER WATKINS Board Member —
STACEY WADE Board Member —
ANN COWLEY WELLS Board Member —
KAVEH ZAMANIAN Board Member —
BROOKES POPE Board Member —
ELLEN H SHAPIRA Board Member —
MARTHA SLAUGHTER Board Member —
RON MURPHY Board Member —
ALAN KAMEI Board Member —
ANNA C TATMAN Treasurer —
LOPA MEHROTRA Board President —
ROGER CUDE Board President —

Tax year 2022

Name Title Phone Email Compensation
TONI CARVER SMITH CHIEF FINANCIAL OFFICER 1.1% of Rev
ABBY SHUE Board Member 1.0% of Rev
STEPHEN REILY Executive Director 0.8% of Rev
DOUG BALLANTINE Board Member —
BROOKE BROWN BARZUN Board Member —
TAWANDA CHITAPA Board Member —
JOHN CROCKETT Board Member —
ELIZABETH DAVIS Board Member —
VICTORIA DIAZ Board Member —
ERIC DONINGER Board Member —
CAROL FARMER Board Member —
STEPHANIE FELLON Board Member —
JIM GRAY Board Member —
ALAN KAMEI Board Member —
SUSAN DABNEY LAVIN Board Member —
ANNE WOO SPEED MCNAUGHTON Board Member —
LOPA MEHROTRA Board Member —
RON MURPHY Board Member —
MARY HELEN MYLES Board Member —
TOM O'GRADY Board Member —
MARK OPPENHEIMER Board Member —
DEANA PARADIS Board Member —
ELLEN H SHAPIRA Board Member —
OZAIR SHARIFF Board Member —
EDEN BRIDGEMAN SKLENAR Board Member —
FRAN THORNTON Board Member —
MICHAEL TRAGER-KUSMAN Board Member —
STACEY WADE Board Member —
ANN COWLEY WELLS Board Member —
KAVEH ZAMANIAN Board Member —
MICHAEL GRISANTI Secretary —
ROGER CUDE Board President —
ANNA C TATMAN Treasurer —

Tax year 2021

Name Title Phone Email Compensation
ABBY SHUE Board Member 0.8% of Rev
STEPHEN REILY Executive Director 0.8% of Rev
TONI CARVER SMITH CHIEF FINANCIAL OFFICER 0.3% of Rev
BROOKE BROWN BARZUN Board President —
ROGER CUDE Board President —
ERIC DONINGER Secretary —
ELIZABETH DAVIS Treasurer —
DOUG BALLANTINE Board Member —
EDEN BRIDGEMAN Board Member —
CARY BROWN Board Member —
VICTORIA DIAZ Board Member —
STEPHANIE FELLON Board Member —
CONNIE GOODMAN Board Member —
JIM GRAY Board Member —
MICHAEL GRISANTI Board Member —
BRETT HALE Board Member —
ALYCE HOSKINS Board Member —
DEBBIE HUDDLESTON-MITCHELL Board Member —
ALAN KAMEI Board Member —
ANNE WOO SPEED MCNAUGHTON Board Member —
LOPA MEHROTRA Board Member —
RON MURPHY Board Member —
MARY HELEN MYLES Board Member —
TOM O'GRADY Board Member —
ANNE OGDEN Board Member —
MARK OPPENHEIMER Board Member —
ELLEN SHAPIRA Board Member —
OZAIR SHARIFF Board Member —
STEPHEN SMITH Board Member —
ANNA TATMAN Board Member —
FRAN THORNTON Board Member —
MICHAEL TRAGER-KUSMAN Board Member —
STACEY WADE Board Member —
ANN WELLS 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
40 / 100
weight 40%
Governance risk
55 / 100
weight 40%
Program scale
60 / 100
weight 20%
Overall
50 / 100
Developing

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

Peer comparison

Compared to 42 other orgs in KY with NTEE prefix A5.

Most-divergent component: financial score sits 37 points below the peer median (40 vs. 77).

5-year trend: Steady State

No extreme longitudinal divergence detected. The organization is maintaining its current operational philosophy.

What's driving this score

What would change this score

No specific high-impact levers identified — this org's score is balanced across components.

Improving governance is a board decision. These are the levers.