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.
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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 333 other orgs in CA with NTEE prefix A5.

Most-divergent component: financial score sits 40 points below the peer median (35 vs. 75).

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.