Structural Deficit
What does this mean?
Persistently low financial health over 5 years despite strong programmatic output. They are borrowing from their future (or bleeding an endowment) to pay for today's programs.
The Path Forward
The Truth-Teller
Forces necessary, painful cuts to preserve the core. It demands that the organization stop borrowing from its future and align its current programmatic output with actual sustainable revenue.
Title
Representative Institutions
Institutional Epochs
Historical Performance
| Year | Revenue | Top Comp | Comp % Rev | Score | Phase Label | Outlook | Details |
|---|---|---|---|---|---|---|---|
| 2024 | Hidden | Hidden | — | — | Unknown | — | |
| 2023 | Hidden | Hidden | — | — | Unknown | — | |
| 2022 | — | — | — | 35 | Financially Distressed | Recovery | |
| 2021 | — | — | — | 31 | Critical Intervention Needed | Stable Watch | |
| 2020 | — | — | 15.0% | 31 | Critical Intervention Needed | Recovery | |
| 2019 | — | — | 27.4% | 26 | Critical Intervention Needed | Stable Watch | |
| 2018 | — | — | — | 29 | Critical Intervention Needed | Recovery | |
| 2017 | — | — | 24.0% | 27 | Critical Intervention Needed | Stable Watch | |
| 2016 | — | — | 17.6% | 29 | Critical Intervention Needed | Decline Risk | |
| 2015 | — | — | 12.2% | 29 | Critical Intervention Needed | Recovery | |
| 2014 | — | — | 21.1% | 24 | Critical Intervention Needed | Decline Risk | |
| 2013 | — | — | 22.2% | 30 | Critical Intervention Needed | Decline Risk | |
| 2012 | — | — | 9.8% | 34 | Critical Intervention Needed | Stable Watch | |
| 2011 | — | — | 9.2% | 34 | Critical Intervention Needed | Stable Watch |
Officer compensation history
Tax year 2025
| Name | Title | Phone | Compensation | |
|---|---|---|---|---|
| CYNTHIA R BENKELMAN | EXECUTIVE DI | 5.4% of Rev | ||
| TRACY MCDOWELL | Board Member | 0.6% of Rev | ||
| ELIZABETH BERGERON | Board President | — | ||
| JERRY BOKSICH | Secretary | — | ||
| JOEL WELLE | Board Member | — | ||
| TRACY MCDOWELL | Board Member | — | ||
| SHARON MORRISON | Board Member | — | ||
| JERRIE BOKSICH | Board Member | — | ||
| MARCUS WHEELER | Board Member | — | ||
| JOEL WELLE | Board President | — | ||
| JERRY BOKSICH | Secretary | — | ||
| SHARON MORRISON | Treasurer | — | ||
| ELIZABETH BERGERON | Board Member | — | ||
| MARCUS WHEELER | Board Member | — |
Tax year 2023
| Name | Title | Phone | Compensation | |
|---|---|---|---|---|
| MISSY CARLOSS | Board President | — | ||
| LISA CALAWAY | VICE PRESIDE | — | ||
| SHARON MORRISON | Secretary | — | ||
| Treasurer | — | |||
| BONNIE BILLUNI | Board Member | — | ||
| JERRY BOKSICH | Board Member | — | ||
| DR BRENT BUCHELE | Board Member | — | ||
| DR GEOFFREY CALAWAY | Board Member | — | ||
| JOEL WELLE | Board Member | — | ||
| NANCY GORDLEY | EX OFFICIO | — |
Tax year 2021
| Name | Title | Phone | Compensation | |
|---|---|---|---|---|
| ALLISON O'BRIANT | Board President | — | ||
| MISSY CARLOSS | VICE PRESIDE | — | ||
| SHARON MORRISON | Secretary | — | ||
| Treasurer | — | |||
| JERRIE BOKSICH | Board Member | — | ||
| NANCY GORDLEY | Board Member | — | ||
| JENNIFER GREEN | Board Member | — |
Score breakdown
The three components combine into a single 0–100 score weighted as shown. Full methodology →
Peer comparison
Compared to 36 other orgs in MT with NTEE prefix A6.
Most-divergent component: financial score sits 61 points below the peer median (0 vs. 61).
5-year trend: Structural Deficit
Persistently low financial health over 5 years despite strong programmatic output. They are borrowing from their future (or bleeding an endowment) to pay for today's programs.
What's driving this score
- 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.