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
50
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 |
|---|---|---|---|---|---|---|---|
| 2025 | Hidden | Hidden | — | — | Unknown | — | |
| 2024 | Hidden | Hidden | — | — | Unknown | — | |
| 2023 | Hidden | Hidden | 7.2% | 50 | Fragile | Decline Risk | |
| 2022 | — | — | 2.8% | 55 | Fragile | Stable Watch | |
| 2021 | — | — | 9.0% | 54 | Fragile | Recovery | |
| 2020 | — | — | 5.9% | 50 | Fragile | Decline Risk | |
| 2019 | — | — | 4.1% | 55 | Fragile | Recovery | |
| 2018 | — | — | 4.5% | 51 | Fragile | Decline Risk | |
| 2017 | — | — | 2.6% | 55 | Fragile | Stable Watch | |
| 2016 | — | — | 1.3% | 55 | Fragile | Stable Watch | |
| 2015 | — | — | 2.9% | 55 | Fragile | Recovery | |
| 2014 | — | — | 6.0% | 48 | Financially Distressed | Decline Risk | |
| 2013 | — | — | 3.8% | 51 | Financially Distressed | Decline Risk | |
| 2012 | — | — | 4.6% | 51 | Fragile | Decline Risk | |
| 2011 | — | — | 6.8% | 54 | Fragile | Stable Watch |
Officer compensation history
Tax year 2026
| Name | Title | Phone | Compensation | |
|---|---|---|---|---|
| MELISSA FATHMAN | EXECUTIVE DI | 7.5% of Rev | ||
| LISA ALBRIGHT | Board President | — | ||
| NICHOLAS MEYERSON | VICE PRESIDE | — | ||
| GAYA VINAY | Secretary | — | ||
| HAICHENG LI | Treasurer | — | ||
| CHIARA CLARK | Board Member | — | ||
| GEOFFREY KEYS | Board Member | — | ||
| LAUREN FOLKERTS | Board Member | — | ||
| JEFFEREY KASH | Board Member | — | ||
| ARLETTE BARLOW | Board Member | — | ||
| OSMAN PARVEZ | Board Member | — | ||
| JENNIFER WITTEMYER | Board Member | — | ||
| ELIZABETH LUNDELL | Board Member | — | ||
| JENNIFER DORISH | Board Member | — | ||
| CHAD MCDANIEL | Board Member | — |
Tax year 2025
| Name | Title | Phone | Compensation | |
|---|---|---|---|---|
| MELISSA FATHMAN | EXECUTIVE DI | 7.2% of Rev | ||
| LISA ALBRIGHT | Board President | — | ||
| NICHOLAS MEYERSON | VICE PRESIDE | — | ||
| GAYA VINAY | Secretary | — | ||
| HAICHENG LI CFA | Treasurer | — | ||
| CHIARA CLARK | Board Member | — | ||
| GEOFFREY KEYS | Board Member | — | ||
| LAUREN FOLKERTS | Board Member | — | ||
| JEFFEREY KASH | Board Member | — | ||
| ARLETTE BARLOW | Board Member | — | ||
| OSMAN PARVEZ | Board Member | — | ||
| JENNIFER WITTEMYER | Board Member | — | ||
| ELIZABETH LUNDELL | Board Member | — | ||
| JENN MENDELSON | Board Member | — |
Tax year 2023
| Name | Title | Phone | Compensation | |
|---|---|---|---|---|
| MELISSA FATHMAN | EXECUTIVE DI | 5.0% of Rev | ||
| MELISSA FATHMAN | EXECUTIVE DI | 4.7% of Rev | ||
| JENN MENDELSON | Board President | — | ||
| ELIZABETH FRANCIS | VICE PRESIDE | — | ||
| AB MCCORMACK | Secretary | — | ||
| HAICHENG LI CFA | Treasurer | — | ||
| JEFF CURRY | Board Member | — | ||
| LAUREN FOLKERTS | Board Member | — | ||
| DAVID GROSS | Board Member | — | ||
| SHANNON HASSAN | Board Member | — | ||
| MEREDITH KARP | Board Member | — | ||
| GEOFFREY KEYS | Board Member | — | ||
| STACI LUPBERGER | Board Member | — | ||
| KATHLEEN MCCORMICK | Board Member | — | ||
| OSMAN PARVEZ | Board Member | — | ||
| MANUELA STEWART SIFUENTES | Board Member | — | ||
| MARK PHILLIPS | Board President | — | ||
| JENNIFER MENDELSON | VICE PRESIDE | — | ||
| ELIZABETH FRANCIS | Secretary | — | ||
| JEFF CURRY | Board Member | — | ||
| HAICHENG LI | Treasurer | — | ||
| SHANNON HASSAN | Board Member | — | ||
| STACI LUPBERGER | Board Member | — | ||
| BELGIN YUCELEN | Board Member | — | ||
| DAVID GROSS | Board Member | — | ||
| ELLA SCHMIDT | Board Member | — | ||
| JEFFREY KASH | Board Member | — | ||
| AB MCCORMACK | Board Member | — | ||
| GORDAN GAMM | Board Member | — | ||
| MANUELA SIFUENTES | Board Member | — | ||
| MEREDITH KARP | Board Member | — | ||
| MARK WALLACH | Board Member | — | ||
| NAKHIL MANKEKAR | Board Member | — | ||
| JENNIFER EGBERT | Board Member | — | ||
| MARK VILLAREAL | Board Member | — |
Tax year 2022
| Name | Title | Phone | Compensation | |
|---|---|---|---|---|
| MELISSA FATHMAN | EXECUTIVE DI | 4.7% of Rev | ||
| MARK PHILLIPS | Board President | — | ||
| JENNIFER MENDELSON | VICE PRESIDE | — | ||
| ELIZABETH FRANCIS | Secretary | — | ||
| JEFF CURRY | Board Member | — | ||
| HAICHENG LI | Treasurer | — | ||
| SHANNON HASSAN | Board Member | — | ||
| STACI LUPBERGER | Board Member | — | ||
| BELGIN YUCELEN | Board Member | — | ||
| DAVID GROSS | Board Member | — | ||
| ELLA SCHMIDT | Board Member | — | ||
| JEFFREY KASH | Board Member | — | ||
| AB MCCORMACK | Board Member | — | ||
| GORDAN GAMM | Board Member | — | ||
| MANUELA SIFUENTES | Board Member | — | ||
| MEREDITH KARP | Board Member | — | ||
| MARK WALLACH | Board Member | — | ||
| NAKHIL MANKEKAR | Board Member | — | ||
| JENNIFER EGBERT | Board Member | — | ||
| MARK VILLAREAL | Board Member | — |
Tax year 2021
| Name | Title | Phone | Compensation | |
|---|---|---|---|---|
| MELISSA FATHMAN | EXECUTIVE DI | 3.9% of Rev | ||
| MARK PHILLIPS | Board President | — | ||
| JENNIFER MENDELSON | VICE PRESIDE | — | ||
| ELIZABETH FRANCIS | Secretary | — | ||
| JEFF CURRY | Board Member | — | ||
| HAICHENG LI | TREASUER | — | ||
| NIKHIL MANKEKAR | Board Member | — | ||
| SHANNON HASSAN | Board Member | — | ||
| STACI LUPBERGER | Board Member | — | ||
| BELGIN YUCELEN | Board Member | — | ||
| DAVID GROSS | Board Member | — | ||
| ELLA SCHMIDT | Board Member | — | ||
| JEFFREY KASH | Board Member | — | ||
| AB MCCORMACK | Board Member | — | ||
| GORDAN GAMM | Board Member | — | ||
| MANUELA SIFUENTES | Board Member | — | ||
| MEREDITH KARP | Board Member | — | ||
| SAMANTHA O'HARA | Board Member | — | ||
| JENNIFER EGBERT | Board Member | — | ||
| ANITA OSWALD | Board Member | — | ||
| MARK VILLARREAL | Board Member | — | ||
| MARK WALLACH | 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
50 / 100
Developing
The three components combine into a single 0–100 score weighted as shown. Full methodology →
Peer comparison
Compared to 23 other orgs in CO with NTEE prefix A9.
Most-divergent component: program score sits 35 points above the peer median (60 vs. 25).
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 7.2% 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.