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
Institutional Health Scores
5-yr trend: Steady State ↑
Overall
51
Score
Governance
45
Score
Financial
60
Score
Program
45
Score
Title
-
Institutions
-
Avg Revenue
-
Risk Profile
Representative Institutions
Institutional Epochs
2010
2011
2012
2013
2014
2015
2016
2017
2018
2019
2020
2021
2022
2023
2024
2025
Financial Era
Governance Era
Trajectory Era
Steady State
Historical Performance
| Year | Revenue | Top Comp | Comp % Rev | Score | Phase Label | Outlook | Details |
|---|---|---|---|---|---|---|---|
| 2024 | Hidden | Hidden | 16.0% | 51 | Fragile | Decline Risk | |
| 2023 | — | — | 11.8% | 56 | Fragile | Stable Watch | |
| 2022 | — | — | 10.6% | 56 | Fragile | Stable Watch | |
| 2021 | — | — | 12.1% | 56 | Fragile | Stable Watch | |
| 2020 | — | — | 14.6% | 53 | Fragile | Stable Watch | |
| 2019 | — | — | 13.3% | 53 | Fragile | Stable Watch | |
| 2018 | — | — | — | 53 | Fragile | Stable Watch | |
| 2017 | — | — | — | 49 | Fragile | Stable Watch | |
| 2016 | — | — | — | 49 | Fragile | Stable Watch | |
| 2015 | — | — | — | 49 | Fragile | Stable Watch | |
| 2014 | — | — | — | 53 | Fragile | Stable Watch | |
| 2013 | — | — | — | 53 | Fragile | Recovery | |
| 2012 | — | — | — | 45 | Fragile | Decline Risk | |
| 2011 | — | — | — | 53 | Fragile | Stable Watch |
Officer compensation history
Tax year 2023
| Name | Title | Phone | Compensation | |
|---|---|---|---|---|
| Marcello Angelini | Executive Director | 71.9% of Rev | ||
| MARCELLO ANGELINI | Executive Director | 59.9% of Rev | ||
| WILLIAM BLACK | Board Member | 33.5% of Rev | ||
| William Black | Board Member | 31.0% of Rev | ||
| Raymond James Trust NA | Board Member | 20.1% of Rev | ||
| RAYMOND JAMES TRUST N A | Board Member | 18.5% of Rev | ||
| ROBYN DEVORE | Board President | — | ||
| HIILLARY PENROD | Board President | — | ||
| FRAUKE PETERSON | Treasurer | — | ||
| LINDA STRONG | Board President | — | ||
| DIANA WOLFF | Secretary | — | ||
| JUSTIN CARPENTER | Board President | — | ||
| KITTY FRAME | Board President | — | ||
| DEBORAH LIN | Board President | — | ||
| STEPHANIE REGAN | Board President | — | ||
| MELANIE TATE | Board Member | — | ||
| CIORE TAYLOR | Board Member | — | ||
| CASSIE REESE TIPTON | Board Member | — | ||
| RICHELLE VOTH | Board Member | — | ||
| ELIZABETH ABBATE WARREN | Board Member | — | ||
| PORSCHA RADCLIFFE | Board Member | — | ||
| KENNETH SKILLMAN | Board Member | — | ||
| JULIE SMITH | Board Member | — | ||
| DAVE SOPARK | Board Member | — | ||
| SANDY STAVA | Board Member | — | ||
| SHERI STINSON | Board Member | — | ||
| CRYSTAL STOVALL | Board Member | — | ||
| MATT FARRIS | Board Member | — | ||
| STEPHANIE FORREST | Board Member | — | ||
| ASHLEE HALL | Board Member | — | ||
| CATE HILDEBRAND | Board Member | — | ||
| NICOLE HOPKINS | Board Member | — | ||
| LAURA HULSE | Board Member | — | ||
| DAVID KARIMAN | Board Member | — | ||
| Mary Barnes | Board President | — | ||
| ANDREW MALATI | Board Member | — | ||
| Billie Barnett | Board President | — | ||
| DANIELLE MINNICK | Board Member | — | ||
| Cheryl Forrest | Board President | — | ||
| NICOLE MORGAN | Board Member | — | ||
| Ramez Hakim | Board President | — | ||
| LISA OWENS | Board Member | — | ||
| Leanne Helmerich | Board President | — | ||
| MARY BARNES | Board President | — | ||
| Betty Pirnat | Board President | — | ||
| BILLIE BARNETT | Board President | — | ||
| Hannah Robson | Board President | — | ||
| CHERYL FORREST | Board President | — | ||
| Janet Selser | Board President | — | ||
| RAMEZ HAKIM | Board President | — | ||
| Georgia Snoke | Board President | — | ||
| LEANNE HELMERICH | Board President | — | ||
| Skip Teel | Board President | — | ||
| BETTY PIRNAT | Board President | — | ||
| Susie Wellendorf | Board President | — | ||
| HANNAH ROBSON | Board President | — | ||
| Mollie Williford | Board President | — | ||
| JANET SELSER | Board President | — | ||
| Ann Graves | Board Member | — | ||
| GEORGIA SNOKE | Board President | — | ||
| Jackie Kouri | Board Member | — | ||
| SKIP TEEL | Board President | — | ||
| Megan Beck | Board Member | — | ||
| SUSIE WELLENDORF | Board President | — | ||
| Annie Chang | Board Member | — | ||
| MOLLIE WILLIFORD | Board President | — | ||
| Romel Chatterjee | Board Member | — | ||
| ANN GRAVES | Board Member | — | ||
| Jennifer Conway | Board Member | — | ||
| JACKIE KOURI | Board Member | — | ||
| Robyn Devore | Board President | — | ||
| MEGAN BECK | Board Member | — | ||
| Matt Farris | Board Member | — | ||
| ANNIE CHANG | Board Member | — | ||
| Stephanie Forrest | Board Member | — | ||
| ROMEL CHATTERJEE | Board Member | — | ||
| Ashlee Hall | Board Member | — | ||
| JENNIFER CONWAY | Board Member | — | ||
| Cate Hildebrand | Board Member | — | ||
| Nicole Hopkins | Board Member | — | ||
| Laura Hulse | Board Member | — | ||
| David Karimian | Board Member | — | ||
| Andrew Malati | Board Member | — | ||
| Danielle Minnick | Board Member | — | ||
| Nicole Morgan | Board Member | — | ||
| Lisa Owens | Board Member | — | ||
| Hillary Penrod | Board President | — | ||
| Frauke Petersen | Treasurer | — | ||
| Porscha Radcliffe | Board Member | — | ||
| Kenneth Skillman | Board Member | — | ||
| Julie Smith | Board Member | — | ||
| Dave Sopark | Board Member | — | ||
| Sandy Stava | Board Member | — | ||
| Sheri Stinson | Board Member | — | ||
| Crystal Stovall | Board Member | — | ||
| Linda Strong | Board President | — | ||
| Melanie Tate | Board Member | — | ||
| Ciore Taylor | Board Member | — | ||
| Cassie Reese Tipton | Board Member | — | ||
| Richelle Voth | Board Member | — | ||
| Elizabeth Abbate Warren | Board Member | — | ||
| Diana Wolff | Secretary | — | ||
| Justin Carpenter | Board President | — | ||
| Kitty Frame | Board President | — | ||
| Deborah Lin | Board President | — | ||
| Stephanie Regan | Board President | — |
Tax year 2022
| Name | Title | Phone | Compensation | |
|---|---|---|---|---|
| Marcello Angelini | Executive Director | 49.3% of Rev | ||
| William Black | Board Member | 26.5% of Rev | ||
| Raymond James Trust NA | Board Member | 18.8% of Rev | ||
| Susie Wellendorf | Board President | — | ||
| Janet Selser | Board President | — | ||
| Ryan McDaniel | Board Member | — | ||
| Robyn Devore | Board President | — | ||
| Julie Smith | Board Member | — | ||
| Betsy Hendershot | Board Member | — | ||
| Lou Ann Gibson | Board President | — | ||
| Mary Barnes | Board President | — | ||
| Billie Barnett | Board President | — | ||
| Cheryl Forrest | Board President | — | ||
| Ramez Hakim | Board President | — | ||
| Leanne Helmerich | Board President | — | ||
| Betty Pirnat | Board President | — | ||
| Hannah Robson | Board President | — | ||
| Bill Schonacher | Board President | — | ||
| Georgia Snoke | Board President | — | ||
| Skip Teel | Board President | — | ||
| Kayla Vaughn | Board President | — | ||
| Mollie Williford | Board President | — | ||
| Andy Kinslow | Board Member | — | ||
| Bailey Austin Bird | Board Member | — | ||
| Kathleen Pence | Board Member | — | ||
| Romel Chatterjee | Board Member | — | ||
| Hilary Penrod | Board Member | — | ||
| Stephanie Forrest | Board Member | — | ||
| Laura Hulse | Board Member | — | ||
| Jeannine Irwin | Board Member | — | ||
| Soohyun Jin | Board Member | — | ||
| Annie Chang | Board President | — | ||
| David Karimian | Board Member | — | ||
| Jennifer Conway | Board President | — | ||
| Abby Kurin | Board Member | — | ||
| Kirby Lehman | Board Member | — | ||
| Ciore Taylor | Board President | — | ||
| Nicole Morgan | Board Member | — | ||
| Lisa Owens | Board Member | — | ||
| Frauke Peterson | Treasurer | — | ||
| Porscha Radcliffe | Board Member | — | ||
| Shannon Richards | Board Member | — | ||
| Dave Sopark | Board Member | — | ||
| Sandy Stava | Board Member | — | ||
| Sheri Stinson | Board Member | — | ||
| Crystall Stovall | Board Member | — | ||
| Linda Strong | Board President | — | ||
| Melanie Tate | Board Member | — | ||
| Susan Thomas | Board Member | — | ||
| Cassie Reese Tipton | Board Member | — | ||
| Walter Whaling | Board Member | — | ||
| Diana Wolff | Board Member | — | ||
| Matt Farris | Board Member | — | ||
| Jeff Hartman | Board Member | — | ||
| Nicole Hopkins | Board Member | — | ||
| Susan Lindberg | Board President | — | ||
| Andrew Malati | Board Member | — | ||
| Ken Skillman | Secretary | — |
Tax year 2021
| Name | Title | Phone | Compensation | |
|---|---|---|---|---|
| Marcello Angelini | Executive Director | 56.9% of Rev | ||
| William Black | Board Member | 28.9% of Rev | ||
| Raymond James Trust NA | Board Member | 16.9% of Rev | ||
| Susie Wellendorf | Board President | — | ||
| Janet Selser | Board President | — | ||
| Ryan McDaniel | Board President | — | ||
| Robyn Devore | Treasurer | — | ||
| Julie Smith | Secretary | — | ||
| Betsy Hendershot | Board President | — | ||
| Lou Ann Gibson | Board President | — | ||
| Mary Barnes | Board President | — | ||
| Billie Barnett | Board President | — | ||
| Cheryl Forrest | Board President | — | ||
| Ramez Hakim | Board President | — | ||
| Leanne Helmerich | Board President | — | ||
| Betty Pirnat | Board President | — | ||
| Hannah Robson | Board President | — | ||
| Bill Schonacher | Board President | — | ||
| Georgia Snoke | Board President | — | ||
| Skip Teel | Parliamentarian | — | ||
| Kayla Vaughn | Board Member | — | ||
| Mollie Williford | Board President | — | ||
| Jennifer Anthony | Board Member | — | ||
| Bailey Austin Bird | Board Member | — | ||
| Byron Bighorse | Board Member | — | ||
| Romel Chatterjee | Board Member | — | ||
| Charlotte Edmundson | Board Member | — | ||
| Stephanie Forrest | Board Member | — | ||
| Laura Hulse | Board Member | — | ||
| Jeannine Irwin | Board Member | — | ||
| Soohyun Jin | Board Member | — | ||
| Paul Johnson | Board Member | — | ||
| David Karimian | Board Member | — | ||
| Suzanne Kneale | Board Member | — | ||
| Abby Kurin | Board Member | — | ||
| Kirby Lehman | Board Member | — | ||
| Brian McKinney | Board Member | — | ||
| Nicole Morgan | Board Member | — | ||
| Lisa Owens | Board Member | — | ||
| Frauke Peterson | Board Member | — | ||
| Porscha Radcliffe | Board Member | — | ||
| Leigh Reaves | Board Member | — | ||
| Shannon Richards | Board Member | — | ||
| Dave Sopark | Board Member | — | ||
| Sandy Stava | Board Member | — | ||
| Sheri Stinson | Board Member | — | ||
| Crystall Stovall | Board Member | — | ||
| Linda Strong | Board Member | — | ||
| Melanie Tate | Board Member | — | ||
| Susan Thomas | Board Member | — | ||
| Cassie Reese Tipton | Board Member | — | ||
| Walter Whaling | Board Member | — | ||
| Diana Wolff | Board Member | — | ||
| Nixa Blevins | Board President | — | ||
| Matt Farris | Board President | — | ||
| Jeff Hartman | Board President | — | ||
| Nicole Hopkins | Board President | — | ||
| Susan Lindberg | Board President | — | ||
| Andrew Malati | Board President | — | ||
| Ken Skillman | 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
60 / 100
weight 40%
Governance risk
45 / 100
weight 40%
Program scale
45 / 100
weight 20%
Overall
51 / 100
Developing
The three components combine into a single 0–100 score weighted as shown. Full methodology →
Peer comparison
Compared to 244 other orgs in FL with NTEE prefix A6.
Most-divergent component: financial score sits 30 points above the peer median (60 vs. 30).
5-year trend: Steady State
No extreme longitudinal divergence detected. The organization is maintaining its current operational philosophy.
Overall score has gone from 53 → 51 over 5 years (declining by 2 points).
What's driving this score
- Comp-to-revenue ratio of 16.0% sits within the sector's healthy band (18–22%).
What would change this score
The two changes that would most improve this score:
- Separate signing authority from fundraising authority when both are held by one person — removes the concentration penalty (~12 points).
Improving governance is a board decision. These are the levers.