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
48
Score
Governance
55
Score
Financial
40
Score
Program
60
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
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 | — | — | 9.9% | 48 | Fragile | Recovery | |
| 2022 | — | — | — | 51 | Fragile | Gov Risk | |
| 2021 | — | — | 11.0% | 51 | Fragile | Recovery | |
| 2020 | — | — | 8.9% | 42 | Financially Distressed | Recovery | |
| 2019 | — | — | 7.8% | 40 | Financially Distressed | Decline Risk | |
| 2018 | — | — | 1.4% | 41 | Financially Distressed | Decline Risk | |
| 2017 | — | — | 2.1% | 45 | Financially Distressed | Decline Risk | |
| 2016 | — | — | 2.3% | 45 | Financially Distressed | Decline Risk | |
| 2015 | — | — | 2.5% | 45 | Financially Distressed | Decline Risk | |
| 2014 | — | — | 2.3% | 47 | Financially Distressed | Decline Risk | |
| 2013 | — | — | 2.9% | 49 | Financially Distressed | Decline Risk | |
| 2012 | — | — | 1.5% | 47 | Financially Distressed | Decline Risk | |
| 2011 | — | — | 2.5% | 51 | Fragile | Stable Watch |
Officer compensation history
Tax year 2025
| Name | Title | Phone | Compensation | |
|---|---|---|---|---|
| SHAWNA LUCEY | Board Member | 3.4% of Rev | ||
| JAMES WILLIAMS | Treasurer | 2.7% of Rev | ||
| PAIGE SWEETIN | Executive Director | 2.0% of Rev | ||
| KATHRYN PREISSNER | Executive Director | 1.9% of Rev | ||
| CATHY LAZARUS | Board President | — | ||
| MICHAEL KALKSTEIN | Board President | — | ||
| JANE DECKER | Secretary | — | ||
| LAWRENCE KERN | Treasurer | — | ||
| PHYLLIS CASCADE BISMANOVSKY | Board Member | — | ||
| MIMI CARLSON | Board Member | — | ||
| GEORGE CROW | Board Member | — | ||
| JANE DECKER | Board Member | — | ||
| JULIE EDGCOMB | Board Member | — | ||
| CHARLES F HANES | Board Member | — | ||
| PROF JOHN HEINEKE | Board Member | — | ||
| PEGGY HEIMAN | Board Member | — | ||
| JENNIFER AR HSU | Board Member | — | ||
| JEANNE MCCANN | Board Member | — | ||
| PRAVESH MEHRA | Board Member | — | ||
| GILLIAN MORAN | Board Member | — | ||
| DR H ANDREA NEVES | Board Member | — | ||
| JOYCE SCOTT | Board Member | — |
Tax year 2022
| Name | Title | Phone | Compensation | |
|---|---|---|---|---|
| Khori Dastoor | Board Member | 2.6% of Rev | ||
| James D Williams | Treasurer | 2.3% of Rev | ||
| Claire Padien-Havens | Board Member | 1.9% of Rev | ||
| Pravesh Mehra | Board Member | — | ||
| Cathy R Lazarus | Board Member | — | ||
| George Crow | Board Member | — | ||
| Dr Brian Ward | Board Member | — | ||
| Dr H Andrea Neves | Board Member | — | ||
| Phyllis Bismanovsky | Board Member | — | ||
| Jennifer A R Hsu | Secretary | — | ||
| Jeanne McCann | Board Member | — | ||
| Jane Decker | Board Member | — | ||
| NEric Jorgensen | Board Member | — | ||
| Julie Edgcomb | Board Member | — | ||
| Prof John Heineke | Board Member | — | ||
| Peggy Heiman | Board Member | — | ||
| Charles Hanes | Treasurer | — | ||
| Michael H Kalkstein | Board Member | — | ||
| Larry Kern | Board Member | — | ||
| Gillian Moran | Board President | — | ||
| Mimi Carlson | Board Member | — | ||
| Vijay Vaidyanathan | Board Member | — |
Tax year 2021
| Name | Title | Phone | Compensation | |
|---|---|---|---|---|
| Aaron Nicholson | Board Member | 2.2% of Rev | ||
| Larry Hancock | Board Member | 1.5% of Rev | ||
| James Williams | Treasurer | 1.0% of Rev | ||
| Khori Dastoor | Board Member | 0.7% of Rev | ||
| Michael Kalkstein | Board Member | — | ||
| Charles Hanes | Treasurer | — | ||
| Marilyn Sefchovich | Board Member | — | ||
| Melody Walsh | Board Member | — | ||
| Gillian Moran | Board President | — | ||
| Mimi Carlson | Board Member | — | ||
| Peggy Heiman | Vice President | — | ||
| Vijay Vaidyanathan | Board Member | — | ||
| Laurie Warner | Vice President | — | ||
| Gerard Seelig | Vice President | — | ||
| Frank Fiscalini | Board Member | — | ||
| Dr Brian Ward | Vice President | — | ||
| Dr H Andrea Neves | Vice President | — | ||
| Phyllis Bismanovsky | Board Member | — | ||
| Jennifer A R Hsu | Secretary | — | ||
| Jeanne McCann | Vice President | — | ||
| Jane Decker | Board Member | — | ||
| NEric Jorgensen | Gen Counsel | — | ||
| William R Lambert | Board Member | — | ||
| Richard Dorsay MD PhD | 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
48 / 100
Developing
The three components combine into a single 0–100 score weighted as shown. Full methodology →
Peer comparison
Compared to 829 other orgs in CA with NTEE prefix A6.
Most-divergent component: program score sits 29 points above the peer median (60 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
- Comp-to-revenue ratio of 9.9% sits within the sector's healthy band (18–22%).
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.