Steady State
Steady State
Steady State Market Archetype Mechanical Natural
Tier
Priority Review
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
40
Score
Governance
50
Score
Financial
45
Score
Program
5
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 40 Financially Distressed Decline Risk
2022 42 Financially Distressed Decline Risk
2021 44 Fragile Decline Risk
2020 44 Fragile Decline Risk
2019 48 Fragile Recovery
2018 45 Fragile Stable Watch
2017 45 Fragile Stable Watch
2016 45 Fragile Stable Watch
2015 45 Fragile Recovery
2014 27 Critical Intervention Needed Stable Watch
2013 27 Critical Intervention Needed Decline Risk
2012 45 Fragile Recovery
2011 39 Fragile Stable Watch

Officer compensation history

Tax year 2025

Name Title Phone Email Compensation
TOM OSTRANDER Board President
SUJATA STAPATHY Treasurer
STEPHANIE CARLSON Secretary
BEN VILLAREAL Board President

Tax year 2023

Name Title Phone Email Compensation
LORRIEE MCPHEETERS Board President
ANN DUNHAM Treasurer
KAREN CORNWELL Treasurer
AMELIA VILLAREAL WINTER GUARD CH
MIREYA SANCHEZ Secretary
ANNEKATHRIN CHATTERJEE Board President
STEPHANIE CARLSON Board Member
CARL ERICKSON Board President
JULIA GRAHAM Treasurer
JENNIFOR FLORA Board Member
ATHENA PEREZ WINTER GUARD CH
STEPHANIE CARLSON Secretary
ANNEKATHRIN CHATTERJEE Board President
DAN CARLSON Board Member

Tax year 2022

Name Title Phone Email Compensation
SARA GAT Treasurer
MARIA OLSON Secretary
JI SEON KIM Board President
LISA SHERBY Board President
MIREYA SANCHEZ Board President
ANNA WELSH WINTER GUARD CH
HEIDI BRADFORD Board President
CECILIA MARTIN FUNDRAISING CHA
ANN DUNHAM WEBSITE
SAUNDRA FISCHER DINING FOR DOLL
JOLIE OJEDA SEE'S CANDY

Tax year 2021

Name Title Phone Email Compensation
SARA GAT Treasurer
MARIA OLSON Secretary
JI SEON KIM Board President
LISA SHERBY Board President
MIREYA SANCHEZ Board President
ANNA WELSH WINTER GUARD CH
HEIDI BRADFORD Board President
CECILIA MARTIN FUNDRAISING CHA
ANN DUNHAM WEBSITE
SAUNDRA FISCHER DINING FOR DOLL
JOLIE OJEDA SEE'S CANDY
Officer contact details, exact compensation figures, and active litigation are available to verified members.
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Score breakdown

Score breakdown

Financial resilience
45 / 100
weight 40%
Governance risk
50 / 100
weight 40%
Program scale
5 / 100
weight 20%
Overall
40 / 100
Priority Review

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

Peer comparison

Compared to 830 other orgs in CA with NTEE prefix A6.

Most-divergent component: program score sits 26 points below the peer median (5 vs. 31).

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.