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 | — | — | — | 41 | Financially Distressed | Decline Risk | |
| 2022 | — | — | — | 49 | Fragile | Stable Watch | |
| 2021 | — | — | — | 52 | Fragile | Recovery | |
| 2020 | — | — | 20.9% | 45 | Governance-Stressed | Recovery | |
| 2019 | — | — | 23.2% | 43 | Fragile | Gov Risk | |
| 2018 | — | — | 12.7% | 49 | Fragile | Recovery | |
| 2017 | — | — | 11.1% | 45 | Fragile | Recovery | |
| 2016 | — | — | 17.1% | 33 | Critical Intervention Needed | Recovery | |
| 2015 | — | — | 20.1% | 31 | Critical Intervention Needed | Recovery | |
| 2014 | — | — | — | 31 | Critical Intervention Needed | Decline Risk | |
| 2013 | — | — | — | 35 | Critical Intervention Needed | Stable Watch | |
| 2012 | — | — | — | 35 | Critical Intervention Needed | Recovery | |
| 2011 | — | — | — | 29 | Critical Intervention Needed | Stable Watch |
Officer compensation history
Tax year 2023
| Name | Title | Phone | Compensation | |
|---|---|---|---|---|
| TODD ALDRICH | Board President | — | ||
| KATHLEEN REES | Board President | — | ||
| CLAUDIA SCOTT | Secretary | — | ||
| JODY DOLAN HOLEHOUSE | Treasurer | — | ||
| MARGO CALLIS | Board Member | — | ||
| DEBRA STEWART | Board Member | — | ||
| DEBORAH ROSIQUE | Board Member | — | ||
| JOHN RODKEY | Board Member | — |
Tax year 2022
| Name | Title | Phone | Compensation | |
|---|---|---|---|---|
| TODD ALDRICH | Board President | — | ||
| KATHLEEN REES | Board President | — | ||
| CLAUDIA SCOTT | Secretary | — | ||
| JODY DOLAN HOLEHOUSE | Treasurer | — | ||
| MARGO CALLIS | Board Member | — | ||
| DEBRA STEWART | Board Member | — | ||
| DEBORAH ROSIQUE | Board Member | — | ||
| VAL NORONHA | Board Member | — |
Tax year 2021
| Name | Title | Phone | Compensation | |
|---|---|---|---|---|
| JO ANNE WASSERMAN | Board Member | 13.1% of Rev | ||
| KAREN WILLIAMS | Board President | — | ||
| JIM ROBBINS | Board President | — | ||
| CLAUDIA SCOTT | Secretary | — | ||
| MANUELA GEIGER-KOLBITSCH | Treasurer | — | ||
| MARGO CALLIS | Board Member | — | ||
| TODD ALDRICH | Board Member | — | ||
| JODY DOLAN HOLEHOUSE | Board Member | — | ||
| DEBORAH ROSIQUE | Board Member | — | ||
| VAL NORONHA | 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 14 points above the peer median (45 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 43 → 41 over 5 years (declining by 2 points).
What's driving this score
- All-volunteer org with no paid officers — governance signal is neutral (default 50), not absent.
- Financial resilience score in the bottom quartile — reserves and liabilities ratios warrant review.
What would change this score
The two changes that would most improve this score:
- 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.