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
46
Score
Governance
50
Score
Financial
35
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 14.0% 46 Fragile Recovery
2022 22.3% 45 Fragile Gov Risk
2021 11.1% 52 Fragile Recovery
2020 21.1% 51 Fragile Recovery
2019 11.5% 46 Financially Distressed Decline Risk
2018 11.4% 48 Fragile Decline Risk
2017 14.0% 48 Fragile Decline Risk
2016 3.6% 55 Fragile Recovery
2015 5.7% 52 Fragile Recovery
2014 15.5% 35 Critical Intervention Needed Decline Risk
2013 13.1% 38 Financially Distressed Recovery
2012 15.9% 39 Financially Distressed Decline Risk
2011 22.2% 39 Financially Distressed Stable Watch

Officer compensation history

Tax year 2025

Name Title Phone Email Compensation
Linda Keaton Executive Dir. 13.3% of Rev
Debbie Barker Dir Of Dev & Mktg 10.0% of Rev
Carole Coplan Board Member
Judi Ratto Board Member
Jean Olivieri Board Member
Gail Defferai Board Member
Erika Boulding Treasurer
Linda Higueras Board Member
Tony Maridakis Board Member
Monica Jacobson Board President
Samantha Villanueva-Meyer Board Member
Esther Munger Board Member
Alan J Pomerantz Board Member
Pat Meier-Johnson Board Member
Sheryl Alexander Board President

Tax year 2023

Name Title Phone Email Compensation
Linda Keaton Executive Dir. 13.0% of Rev
Debbie Barker Dir Of Dev & Mktg 9.7% of Rev
Carole Coplan Board Member
Jeanne Walker Harvey Board Member
Steve Bush Board Member
John Finch Board Member
Harriet Derwingson Board Member
Scott Foster Board Member
Elaine Smith Board President
Kathleen Watson Board Member
Kathe Hodgson Treasurer
Cherie Hughes Board Member
Anne Mieling Secretary
Diana Bugg Board Member
Monica Jacobson Board Member
Samantha Villanueva-Meyer Board Member
Jeff Zimmerman Board Member
Sheryl Alexander Board Member
Martha Rosenblatt Board Member
Connie Schlelein Board Member
Pat Meier-Johnson Board Member
Ken Stokes Board President

Tax year 2021

Name Title Phone Email Compensation
Linda Keaton Executive Dir. 12.5% of Rev
Debbie Barker Dir Of Dev & Mktg 9.4% of Rev
Christine Curry Board Member
Steve Bush Board Member
John Finch Board Member
Harriet Derwingson Board Member
Scott Foster Board Member
Elaine Smith Board President
Kathleen Watson Board Member
Kathe Hodgson Treasurer
Cherie Hughes Board Member
Anne Mieling Secretary
Diana Bugg Board Member
Claudia Mendoza-Carruth Board Member
Samantha Villanueva-Meyer Board Member
Holly Sorkin Board Member
Martha Rosenblatt Board Member
Connie Schlelein Board Member
Pat Meier-Johnson Board Member
Ken Stokes Board President
Officer contact details, exact compensation figures, and active litigation are available to verified members.
Request access
Score breakdown

Score breakdown

Financial resilience
35 / 100
weight 40%
Governance risk
50 / 100
weight 40%
Program scale
60 / 100
weight 20%
Overall
46 / 100
Developing

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

Peer comparison

Compared to 43 other orgs in CA with NTEE prefix A5.

Most-divergent component: program score sits 17 points above the peer median (60 vs. 43).

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

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.