Institutional Maturation
Institutional Maturation
Market
Archetype
Mechanical
Natural
Tier
Developing
Trajectory Thumbprint
Institutional Maturation
What does this mean?
The gold standard. 10-year slow, steady, concurrent growth across Financial Health, Governance, and Program. Leadership is scaling their oversight and impact in lockstep.
The Path Forward
The Crown
A mandate to lead the sector. It encourages the organization to mentor emerging nonprofits and embark on generational capital projects, leveraging their profound stability.
The Crown
Institutional Health Scores
5-yr trend: Institutional Maturation ↑
Overall
50
Score
Governance
58
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
Institutional Maturation
Historical Performance
| Year | Revenue | Top Comp | Comp % Rev | Score | Phase Label | Outlook | Details |
|---|---|---|---|---|---|---|---|
| 2024 | Hidden | Hidden | — | — | Unknown | — | |
| 2023 | Hidden | Hidden | 4.1% | 50 | Fragile | Recovery | |
| 2022 | — | — | — | 41 | Fragile | Recovery | |
| 2021 | — | — | 5.4% | 38 | Financially Distressed | Recovery | |
| 2020 | — | — | 16.9% | 41 | Fragile | Recovery | |
| 2019 | — | — | 4.5% | 35 | Financially Distressed | Decline Risk | |
| 2018 | — | — | 2.9% | 37 | Financially Distressed | Stable Watch | |
| 2017 | — | — | 1.7% | 37 | Financially Distressed | Recovery | |
| 2016 | — | — | 1.9% | 35 | Financially Distressed | Decline Risk | |
| 2015 | — | — | 2.3% | 39 | Financially Distressed | Recovery | |
| 2014 | — | — | 2.5% | 37 | Financially Distressed | Recovery | |
| 2013 | — | — | 2.2% | 35 | Financially Distressed | Stable Watch | |
| 2012 | — | — | 1.8% | 35 | Financially Distressed | Stable Watch | |
| 2011 | — | — | 1.6% | 35 | Financially Distressed | Stable Watch |
Officer compensation history
Tax year 2025
| Name | Title | Phone | Compensation | |
|---|---|---|---|---|
| JAMES HOROWITZ | Executive Director | 1.8% of Rev | ||
| ANDREA BEARD | CHIEF OPERATING OFFICER | 0.9% of Rev | ||
| HOLLY UPPER | Board President | 0.8% of Rev | ||
| CHERYL RUPPEL | Treasurer | 0.6% of Rev | ||
| ANDREW PAUL | CHAIRMAN OF THE BOARD | — | ||
| JOHN SEYBOLD | Board President | — | ||
| RICHARD GOODMAN | Board President | — | ||
| DONNA DI IANNI | Board President | — | ||
| CARI KUHLMAN | Treasurer | — | ||
| TIM LAROSE | AT-LARGE | — | ||
| JAMES S LEVINE | Board President | — | ||
| SCOTT MILLER | Board President | — | ||
| KATHRYN FLECK PEISACH | JAS CENTER CAMPAIGN LIAISO | — | ||
| DONNA SLADE | Board President | — | ||
| JUDITH STEINBERG | Board President | — | ||
| NAT ZILKHA | Board President | — | ||
| RICK CRANDALL | CHAIRMAN EMERITUS & STRATE | — | ||
| MONE JIM ANATHAN | Board Member | — | ||
| SIDNEY BROWN | Board Member | — | ||
| SUSAN CROWN | Board Member | — | ||
| KIKI ESRICK | Board Member | — | ||
| ROB FAKTOROW | Board Member | — | ||
| JOSEPH L FELSON | Board Member | — | ||
| GERALD GRAYSON | Board Member | — | ||
| JAMES R JACKOWAY | Board Member | — | ||
| CHRIS LACROIX | Board Member | — | ||
| ROBERT MANN | Board Member | — | ||
| JAMES MARCUS | Board Member | — | ||
| EARL MICHIE | Board Member | — | ||
| DON ROSENBERG | Board Member | — | ||
| DAVID ROTH | Board Member | — | ||
| DEBORAH NEWMAN SHARPE | Board Member | — | ||
| JOSEPH L SHERMAN | Board Member | — | ||
| SHAWN THOMSON | Board Member | — | ||
| ELISHA ZANDER | Board Member | — | ||
| BILL MADSEN | Board Member | — | ||
| CHRIS BANK | Board Member | — |
Tax year 2023
| Name | Title | Phone | Compensation | |
|---|---|---|---|---|
| JAMES HOROWITZ | Executive Director | 1.6% of Rev | ||
| ANDREA BEARD | Board President | 0.7% of Rev | ||
| HOLLY UPPER | Vice President | 0.6% of Rev | ||
| ANDREW PAUL | CHAIRMAN | — | ||
| RICHARD GOODMAN | Board President | — | ||
| CARI KUHLMAN | Treasurer | — | ||
| NIEL JACOBSON | Board President | — | ||
| DONNA DI IANNI | Board President | — | ||
| JIM JACKOWAY | Board President | — | ||
| ROBBIE MANN | Treasurer | — | ||
| DONNA SLADE | Board President | — | ||
| JOHN SEYBOLD | Board President | — | ||
| MONE ANATHAN | Board Member | — | ||
| RICK CRANDALL | Board Member | — | ||
| SUSAN CROWN | Board Member | — | ||
| CHARLES CUNNIFFE | Board Member | — | ||
| KIKI ESRICK | Board Member | — | ||
| JOE FELSON | Board Member | — | ||
| GERALD GRAYSON | Board Member | — | ||
| CHRIS LACROIX | Board Member | — | ||
| TIM LAROSE | Board Member | — | ||
| JIMMY LEVINE | Board Member | — | ||
| JAMES MARCUS | Board Member | — | ||
| EARL MICHIE | Board Member | — | ||
| SCOTT MILLER | Board Member | — | ||
| KATHRYN FLECK PEISACH | Board Member | — | ||
| DON ROSENBERG | Board Member | — | ||
| DAVID ROTH | Board Member | — | ||
| DEBORAH NEWMAN SHARPE | Board Member | — | ||
| JOSEPH SHERMAN | Board Member | — | ||
| JUDITH STEINBERG | Board Member | — | ||
| LONNA STOPLER | Board Member | — | ||
| SHAWN THOMSON | Board Member | — | ||
| ELISHA ZANDER | Board Member | — | ||
| NAT ZILKHA | Board Member | — | ||
| CHRIS BANK | Board Member | — | ||
| BILL MADSEN | Board Member | — |
Tax year 2022
| Name | Title | Phone | Compensation | |
|---|---|---|---|---|
| TIM LAROSE | Board Member | — | ||
| JAMES LAVINE | Board Member | — | ||
| EARL MICHIE | Board Member | — | ||
| KATHRYN FLECK PEISACH | Board President | — | ||
| DON ROSENBERG | Board Member | — | ||
| DAVID ROTH | Board Member | — | ||
| DEBORAH NEWMAN SHARPE | Board Member | — | ||
| JUDITH STEINBERG | Board Member | — | ||
| LONNA STOLPER | Board Member | — | ||
| SHAWN THOMSON | Board Member | — | ||
| ELISHA ZANDER | Board Member | — | ||
| CARI KUHLMAN | Treasurer | — | ||
| CHARLES CUNNIFFE | Board Member | — | ||
| SCOTT MILLER | Board Member | — | ||
| JAMES HOROWITZ | Executive Director | — | ||
| JOSEPH L SHERMAN | Board Member | — | ||
| RICHARD GOODMAN | Board President | — | ||
| DONNA DI IANNI | Board President | — | ||
| JAMES JACKOWAY | Board President | — | ||
| ROBERT MANN | Treasurer | — | ||
| ANDREW PAUL | Board President | — | ||
| JOHN SEYBOLD | CHAIRMAN | — | ||
| DONNA SLADE | Board President | — | ||
| MONE ANATHAN | Board Member | — | ||
| SUSAN CROWN | Board Member | — | ||
| JOSEPH FELSON | Board Member | — | ||
| KITZIA GOODMAN | Board Member | — | ||
| GERALD GRAYSON | Board Member | — | ||
| NEIL JACOBSON | Board Member | — | ||
| CHRIS LACROIX | Board Member | — |
Tax year 2021
| Name | Title | Phone | Compensation | |
|---|---|---|---|---|
| JAMES HOROWITZ | Executive Director | 1.2% of Rev | ||
| ANDREA BEARD | MARKETING, PR & SPONSORHIP | 0.6% of Rev | ||
| HOLLY UPPER | Vice President | 0.5% of Rev | ||
| RICK CRANDALL | CHAIRMAN | — | ||
| RICHARD GOODMAN | Board President | — | ||
| DONNA DI IANNI | Board President | — | ||
| JAMES JACKOWAY | Board President | — | ||
| ROBERT MANN | Treasurer | — | ||
| ANDREW PAUL | Board President | — | ||
| JOHN SEYBOLD | Board President | — | ||
| DONNA SLADE | Board President | — | ||
| MONE ANATHAN | Board Member | — | ||
| SUSAN CROWN | Board Member | — | ||
| JOSEPH FELSON | Board Member | — | ||
| KITZIA GOODMAN | Board Member | — | ||
| GERALD GRAYSON | Board Member | — | ||
| NEIL JACOBSON | Board Member | — | ||
| CHRIS LACROIX | Board Member | — | ||
| TIM LAROSE | Board Member | — | ||
| JAMES LAVINE | Board Member | — | ||
| EARL MICHIE | Board Member | — | ||
| KATHRYN FLECK PEISACH | Board Member | — | ||
| DON ROSENBERG | Board Member | — | ||
| DAVID ROTH | Board Member | — | ||
| DEBORAH NEWMAN SHARPE | Board Member | — | ||
| JUDITH STEINBERG | Board Member | — | ||
| LONNA STOLPER | Board Member | — | ||
| SHAWN THOMSON | Board Member | — | ||
| ELISHA ZANDER | Board Member | — |
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Score breakdown
Score breakdown
Financial resilience
40 / 100
weight 40%
Governance risk
58 / 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 270 other orgs in CO with NTEE prefix A6.
Most-divergent component: program score sits 28 points above the peer median (60 vs. 32).
5-year trend: Institutional Maturation
The gold standard. 10-year slow, steady, concurrent growth across Financial Health, Governance, and Program. Leadership is scaling their oversight and impact in lockstep.
What's driving this score
- Comp-to-revenue ratio of 4.1% sits within the sector's healthy band (18–22%).
- Two consecutive years of deficit spending.
What would change this score
The two changes that would most improve this score:
- Stabilize program expenses or grow earned-income revenue to break the consecutive-deficit pattern (~8 points to financial score).
Improving governance is a board decision. These are the levers.