Governance Lag
Governance Lag
Governance Lag Market Archetype Mechanical Natural
Tier
Stable
Trajectory Thumbprint

Governance Lag

What does this mean?

Revenue and Program Scale spike rapidly, but the Governance Score remains stagnant. The organization has outgrown its founding era but hasn't installed proper oversight.

The Path Forward

The Scaffold

Brings immediate structural maturity. It represents the necessity of outside, independent oversight to manage new scale, breaking the echo chamber of a founding 'friends and family' board.

The Scaffold
The Scaffold
Institutional Health Scores
5-yr trend: Governance Lag ↑
Overall
52
Score
Governance
50
Score
Financial
50
Score
Program
60
Score

Institutional Epochs

2018
2019
2020
2021
2022
Financial Era
Governance Era
Trajectory Era
Governance Lag

Historical Performance

Year Revenue Top Comp Comp % Rev Score Phase Label Outlook Details
2024 Hidden Hidden — — Unknown —
2023 Hidden Hidden — — Unknown —
2022 Hidden Hidden — — Unknown —
2021 — — — 52 Fragile Recovery
2020 — — — 36 Financially Distressed Recovery
2019 — — — 18 Critical Intervention Needed Stable Watch

Officer compensation history

Tax year 2025

Name Title Phone Email Compensation
DAVID MOSS Treasurer —
JOHN NORWOOD FISHER Board President —
MICHAEL BALZARY Secretary —
JULIE HARELSON Board Member —
PAUL TOLLETT Board Member —
LAUREN HALSEY Board Member —
BOB FORREST Board Member —
DAVID MOSS Treasurer —
JOHN NORWOOD FISHER Board President —
MICHAEL BALZARY Secretary —
JULIE HARELSON Board Member —
PAUL TOLLETT Board Member —
DAVID MOSS Treasurer —
LAUREN HALSEY Board Member —
JOHN NORWOOD FISHER Board President —
BOB FORREST Board Member —
MICHAEL BALZARY Secretary —
JULIE HARELSON Board Member —
PAUL TOLLETT Board Member —
LAUREN HALSEY Board Member —
BOB FORREST Board Member —

Tax year 2021

Name Title Phone Email Compensation
David Moss Treasurer —
John Norwood Fisher Board President —
Michael Balzary Secretary —
Julie Harelson Board Member —
Paul Tollett Board Member —
Lauren Halsey Board Member —
Bob Forrest 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
50 / 100
weight 40%
Governance risk
50 / 100
weight 40%
Program scale
60 / 100
weight 20%
Overall
52 / 100
Stable

The three components combine into a single 0–100 score weighted as shown. Full methodology →

Peer comparison

Compared to 1,424 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: Governance Lag

Revenue and Program Scale spike rapidly, but the Governance Score remains stagnant. The organization has outgrown its founding era but hasn't installed proper oversight.

What's driving this score

What would change this score

The two changes that would most improve this score:

  1. 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.