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.
Title
Representative Institutions
Institutional Epochs
Historical Performance
| Year | Revenue | Top Comp | Comp % Rev | Score | Phase Label | Outlook | Details |
|---|---|---|---|---|---|---|---|
| 2023 | Hidden | Hidden | 4.7% | 55 | Fragile | Stable Watch | |
| 2022 | — | — | 3.5% | 55 | Fragile | Stable Watch | |
| 2021 | — | — | 6.7% | 54 | Fragile | Stable Watch | |
| 2020 | — | — | 5.5% | 54 | Fragile | Stable Watch | |
| 2019 | — | — | 5.2% | 54 | Fragile | Stable Watch | |
| 2018 | — | — | 2.4% | 55 | Fragile | Stable Watch | |
| 2017 | — | — | 6.6% | 54 | Fragile | Stable Watch | |
| 2016 | — | — | 6.5% | 54 | Fragile | Recovery | |
| 2015 | — | — | 7.7% | 52 | Fragile | Gov Risk | |
| 2014 | — | — | 6.1% | 54 | Fragile | Recovery | |
| 2013 | — | — | 5.7% | 52 | Fragile | Gov Risk | |
| 2012 | — | — | 6.0% | 54 | Fragile | Recovery | |
| 2011 | — | — | 4.6% | 53 | Fragile | Stable Watch |
Officer compensation history
Tax year 2023
| Name | Title | Phone | Compensation | |
|---|---|---|---|---|
| LEE ROSEN | Board President | — | ||
| GARRETT H BOWLUS | Board Member | — | ||
| PAUL BROCCHINI | Treasurer | — | ||
| HERSCHEL LOOMIS | Secretary | — | ||
| LYDIA MANSOUR | Board Member | — | ||
| TODD LUEDERS | Board Member | — | ||
| SHIRLEY ROSEN | Board Member | — | ||
| BILL DOOLITTLE | Board Member | — | ||
| DAVID EAKIN | Board Member | — | ||
| KARYL HALL | Board President | — | ||
| JUDIE PROFETA | Board Member | — | ||
| GERALD ROSE | Board Member | — | ||
| NANCY SELFRIDGE | Board Member | — | ||
| NICOLE USHAKOFF | Board Member | — |
Tax year 2021
| Name | Title | Phone | Compensation | |
|---|---|---|---|---|
| FRED HERRO | Board President | — | ||
| KARYL HALL | Board President | — | ||
| ANTONE DUNCAN | Secretary | — | ||
| JEANNETTE K WITTEN | Board President | — | ||
| GARRETT HAWLEY BOWLUS | Board Member | — | ||
| TOM BROCATO | Board Member | — | ||
| PAUL BROCCHINI | Treasurer | — | ||
| HERSCH LOOMIS | Board Member | — | ||
| JULIE ANN LOZANO | Board Member | — | ||
| DIANE MALL | Board Member | — | ||
| NANCY J SELFRIDGE | Board Member | — | ||
| LYDIA ABDELMALEK MANSOUR | Board Member | — | ||
| HARRIET MITTELDORF | EMERITAE | — | ||
| BERTIE B ELLIOTT | EMERITAE | — | ||
| DIANE CAILLIET | Board Member | — | ||
| CAROL CHURCH | Board Member | — | ||
| ANITA COWAN | Board Member | — | ||
| KATHERINE HANSEN | Board Member | — | ||
| RICH LARSEN | Board Member | — | ||
| TERRILL MADDOX | Board Member | — | ||
| JAN REIMERS | Board Member | — |
Score breakdown
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 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.
Overall score has gone from 54 → 55 over 5 years (improving by 1 points).
What's driving this score
- Comp-to-revenue ratio of 4.7% 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.