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
56
Score
Governance
50
Score
Financial
45
Score
Program
90
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
2025
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 | 27.1% | 56 | Fragile | Recovery | |
| 2023 | Hidden | Hidden | 22.1% | 46 | Governance-Stressed | Recovery | |
| 2022 | Hidden | Hidden | 28.4% | 42 | Critical Intervention Needed | Recovery | |
| 2021 | Hidden | Hidden | 45.2% | 45 | Governance-Stressed | Gov Risk | |
| 2020 | Hidden | Hidden | 44.7% | 47 | Governance-Stressed | Recovery | |
| 2019 | Hidden | Hidden | 67.6% | 43 | Governance-Stressed | Recovery | |
| 2018 | Hidden | Hidden | 47.4% | 41 | Critical Intervention Needed | Gov Risk | |
| 2017 | Hidden | Hidden | 50.0% | 45 | Governance-Stressed | Recovery | |
| 2016 | Hidden | Hidden | 24.0% | 45 | Governance-Stressed | Gov Risk | |
| 2015 | Hidden | Hidden | 25.9% | 48 | Governance-Stressed | Gov Risk | |
| 2014 | Hidden | Hidden | 17.9% | 50 | Governance-Stressed | Recovery | |
| 2013 | Hidden | Hidden | 19.0% | 44 | Governance-Stressed | Gov Risk | |
| 2012 | Hidden | Hidden | 23.0% | 44 | Critical Intervention Needed | Gov Risk | |
| 2011 | Hidden | Hidden | 18.0% | 46 | Critical Intervention Needed | Gov Risk | |
| 2010 | Hidden | Hidden | 18.9% | 54 | Critical Intervention Needed | Gov Risk |
Officer compensation history
Tax year 2026
| Name | Title | Phone | Compensation | |
|---|---|---|---|---|
| MARC NEIKRUG | Artistic Director | 6.7% of Rev | ||
| ELIZABETH DERRINGER | Board Member | 4.5% of Rev | ||
| VALERIE GUY | Artistic Director | 3.3% of Rev | ||
| JANE BAGWELL | Treasurer | 2.1% of Rev | ||
| JAMES GRIFFITH | Executive Director | 2.1% of Rev | ||
| BEN ALLISON | Board President | — | ||
| MICHAEL HINDUS | Board President | — | ||
| ROBERT CLARKE | Treasurer | — | ||
| CAROLE BROWN | Secretary | — | ||
| ANNA-MARIE BACA | Board Member | — | ||
| BRETT BACHMAN | Board Member | — | ||
| BARBARA BALSER | Board Member | — | ||
| BETH BELOFF | Board Member | — | ||
| RICHARD BENTLEY | Board Member | — | ||
| JOHN BERGHOFF | Board Member | — | ||
| NEIL BERMAN | Board Member | — | ||
| DOUGLAS BROWN | Board Member | — | ||
| ELISBETH CHALLENER | Board Member | — | ||
| RALPH CRAVISO | Board Member | — | ||
| DOUGLAS DWORKIN | Board Member | — | ||
| ANDREW EISEMAN | Board Member | — | ||
| MICHAEL EVERETT | Board Member | — | ||
| DAVID FRANK | Board Member | — | ||
| PETER FRANK | Board Member | — | ||
| JULANNA GILBERT | Board Member | — | ||
| DIANE GROB | Board Member | — | ||
| JEREMY GUIBERTEAU | Board Member | — | ||
| JOHN HART | Board Member | — | ||
| ROBERT HULL | Board Member | — | ||
| HERVEY JURIS | Board Member | — | ||
| PAUL KING | Board Member | — | ||
| RONALD LUSHING | Board Member | — | ||
| JANI LEUSCHEL | Board Member | — | ||
| ELLEN MARDER | Board Member | — | ||
| KENNETH MARVEL | Board Member | — | ||
| ELIZABETH MCGOWN | Board Member | — | ||
| DAVID MUCK | Board Member | — | ||
| JAY OPPENHEIMER | Board Member | — | ||
| BARRY RAMO | Board Member | — | ||
| HERMAN SIEGELAAR | Board Member | — | ||
| BESSIE SIMPSON HANAHAN | Board Member | — | ||
| NAT SLOANE | Board Member | — | ||
| LOUISA STUDE SAROFIM | Board Member | — |
Tax year 2025
| Name | Title | Phone | Compensation | |
|---|---|---|---|---|
| STEVE OVITSKY | Executive Director | 10.5% of Rev | ||
| MARC NEIKRUG | Artistic Director | 7.0% of Rev | ||
| ELIZABETH DERRINGER | Board Member | 4.2% of Rev | ||
| VALERIE GUY | Artistic Director | 3.4% of Rev | ||
| NANCY STEEDMAN | Treasurer | 2.2% of Rev | ||
| DAVID KITTO | Executive Director | 1.3% of Rev | ||
| RALPH CRAVISO | Board President | — | ||
| JOHN BERGHOFF | Board President | — | ||
| ROBERT CLARKE | Treasurer | — | ||
| ELIZABETH MCGOWN | Secretary | — | ||
| BEN ALLISON | Board Member | — | ||
| ANNA-MARIE BACA | Board Member | — | ||
| BRETT BACHMAN | Board Member | — | ||
| BARBARA BALSER | Board Member | — | ||
| BETH BELOFF | Board Member | — | ||
| RICHARD BENTLEY | Board Member | — | ||
| NEIL BERMAN | Board Member | — | ||
| CAROLE BROWN | Board Member | — | ||
| DOUGLAS BROWN | Board Member | — | ||
| ELISBETH CHALLENER | Board Member | — | ||
| MICHAEL EVERETT | Board Member | — | ||
| DAVID FRANK | Board Member | — | ||
| PETER FRANK | Board Member | — | ||
| DIANE GROB | Board Member | — | ||
| JEREMY GUIBERTEAU | Board Member | — | ||
| JOHN HART | Board Member | — | ||
| MICHAEL HINDUS | Board Member | — | ||
| ROBERT HULL | Board Member | — | ||
| HERVEY JURIS | Board Member | — | ||
| PAUL KING | Board Member | — | ||
| RONALD LUSHING | Board Member | — | ||
| GINNIE MAES | Board Member | — | ||
| ELLEN MARDER | Board Member | — | ||
| KENNETH MARVEL | Board Member | — | ||
| DAVID MUCK | Board Member | — | ||
| JAY OPPENHEIMER | Board Member | — | ||
| BARRY RAMO | Board Member | — | ||
| CRENNAN RAY | Board Member | — | ||
| HERMAN SIEGELAAR | Board Member | — | ||
| BESSIE SIMPSON HANAHAN | Board Member | — | ||
| NAT SLOANE | Board Member | — | ||
| LOUISA STUDE SAROFIM | Board Member | — | ||
| JAN CHAVEZ WILCYNSKI | Board Member | — | ||
| JAMES GRIFFITH | Executive Director | — | ||
| JANE BAGWELL | CONTROLLER (STARTING 5/1/24) | — |
Tax year 2023
| Name | Title | Phone | Compensation | |
|---|---|---|---|---|
| STEVE OVITSKY | Executive Director | 6.7% of Rev | ||
| MARC NEIKRUG | Artistic Director | 6.5% of Rev | ||
| ELIZABETH DERRINGER | Board Member | 3.8% of Rev | ||
| NANCY STEEDMAN | Treasurer | 2.0% of Rev | ||
| JAY OPPENHEIMER | Board Member | — | ||
| BARRY RAMO | Board Member | — | ||
| CRENNAN RAY | Board Member | — | ||
| LOUISA STUDE SAROFIM | Board Member | — | ||
| HERMAN SIEGELAAR | Board Member | — | ||
| NAT SLOANE | Board Member | — | ||
| CHERYL WILLMAN | Board Member | — | ||
| MICHAEL EVERETT | Board President | — | ||
| JOHN BERGHOFF | Board President | — | ||
| ROBERT CLARKE | Treasurer | — | ||
| ELIZABETH MCGOWN | Secretary | — | ||
| BEN ALLISON | Board Member | — | ||
| ANNA-MARIE BACA | Board Member | — | ||
| BRETT BACHMAN | Board Member | — | ||
| BARBARA BALSER | Board Member | — | ||
| BETH BELOFF | Board Member | — | ||
| CAROLE BROWN | Board Member | — | ||
| ELISBETH CHALLENER | Board Member | — | ||
| RALPH CRAVISO | Board Member | — | ||
| DAVID FRANK | Board Member | — | ||
| PETER FRANK | Board Member | — | ||
| DIANE GROB | Board Member | — | ||
| BESSIE SIMPSON HANAHAN | Board Member | — | ||
| JOHN HART | Board Member | — | ||
| MICHAEL HINDUS | Board Member | — | ||
| ROBERT HULL | Board Member | — | ||
| HERVEY JURIS | Board Member | — | ||
| PAUL KING | Board Member | — | ||
| RONALD LUSHING | Board Member | — | ||
| ELLEN MARDER | Board Member | — | ||
| KENNETH MARVEL | Board Member | — | ||
| DAVID MUCK | Board Member | — |
Tax year 2022
| Name | Title | Phone | Compensation | |
|---|---|---|---|---|
| STEVEN OVITSKY | EXECUTIVE DI | 6.4% of Rev | ||
| MARC NEIKRUG | Artistic Director | 6.3% of Rev | ||
| CECE DERRINGER | DEVELOPMENT | 3.7% of Rev | ||
| BRETT BACHMAN | Board Member | — | ||
| BARBARA B BALSER | Board Member | — | ||
| BETH BELOFF | Board Member | — | ||
| CAROLE BROWN | Board Member | — | ||
| ELISBETH CHALLENER | Board Member | — | ||
| RALPH CRAVISO | Board Member | — | ||
| DAVID DE WETTER | Board Member | — | ||
| DAVID FRANK | Board Member | — | ||
| PETER B FRANK | Board Member | — | ||
| CARLOS GARCIA | Board Member | — | ||
| DIANE GROB | Board Member | — | ||
| BESSIE SIMPSON HANAHAN | Board Member | — | ||
| JOHN H HART | Board Member | — | ||
| JERI BERGER HERTZMAN | Board Member | — | ||
| MICHAEL HINDUS | Board Member | — | ||
| ROBERT HULL | Board Member | — | ||
| HERVEY JURIS | Board Member | — | ||
| PAUL KING | Board Member | — | ||
| RONALD S LUSHING | Board Member | — | ||
| ELLEN MARDER | Board Member | — | ||
| KENNETH MARVEL | Board Member | — | ||
| ELIZABETH MCGOWN | Board Member | — | ||
| DAVID MUCK | Board Member | — | ||
| JAY W OPPENHEIMER | Board Member | — | ||
| BARRY W RAMO MD | Board Member | — | ||
| CRENNAN M RAY | Board Member | — | ||
| LOUISA STUDE SAROFIM | Board Member | — | ||
| HERMAN SIEGELAAR | Board Member | — | ||
| NAT SLOANE | Board Member | — | ||
| CHERYL WILLMAN MD | Board Member | — | ||
| JANE ANN WELCH | EMERITUS TRU | — | ||
| ROBERT L CLARKE | Treasurer | — | ||
| JOAN Z COHEN | Secretary | — | ||
| JOHN BERGHOFF | VICE PRESIDE | — | ||
| MICHAEL EVERETT | Board President | — |
Tax year 2021
| Name | Title | Phone | Compensation | |
|---|---|---|---|---|
| STEVEN OVITSKY | EXECUTIVE DI | 6.6% of Rev | ||
| MARC NEIKRUG | Artistic Director | 6.4% of Rev | ||
| CECE DERRINGER | DEVELOPMENT | 3.8% of Rev | ||
| BARBARA B BALSER | Board Member | — | ||
| BETH BELOFF | Board Member | — | ||
| CAROLE BROWN | Board Member | — | ||
| RALPH CRAVISO | Board Member | — | ||
| DAVID FRANK | Board Member | — | ||
| PETER B FRANK | Board Member | — | ||
| CARLOS GARCIA | Board Member | — | ||
| DIANE GROB | Board Member | — | ||
| JOHN H HART | Board Member | — | ||
| JERI BERGER HERTZMAN | Board Member | — | ||
| JOANNA HESS | Board Member | — | ||
| MICHAEL HINDUS | Board Member | — | ||
| ROBERT HULL | Board Member | — | ||
| ELIZABETH MCGOWN | Board Member | — | ||
| DAVID K INGALLS | Board Member | — | ||
| HERVEY JURIS | Board Member | — | ||
| PAUL KING | Board Member | — | ||
| RONALD S LUSHING | Board Member | — | ||
| ELLEN MARDER | Board Member | — | ||
| KENNETH MARVEL | Board Member | — | ||
| DAVID MUCK | Board Member | — | ||
| JAY W OPPENHEIMER | Board Member | — | ||
| BARRY W RAMO MD | Board Member | — | ||
| CRENNAN M RAY | Board Member | — | ||
| LOUISA STUDE SAROFIM | Board Member | — | ||
| NAT SLOANE | Board Member | — | ||
| BESSIE SIMPSON HANAHAN | Board Member | — | ||
| DAVID DE WETTER | Board Member | — | ||
| CHERYL WILLMAN MD | Board Member | — | ||
| HERMAN SIEGELAAR | Board Member | — | ||
| JANE ANN WELCH | EMERITUS TRU | — | ||
| ROBERT L CLARKE | Treasurer | — | ||
| JOAN Z COHEN | Secretary | — | ||
| JAN AVENT | 2ND VICE PRE | — | ||
| JOHN BERGHOFF | 1ST VICE PRE | — | ||
| MICHAEL EVERETT | Board President | — |
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Score breakdown
Score breakdown
Financial resilience
45 / 100
weight 40%
Governance risk
50 / 100
weight 40%
Program scale
90 / 100
weight 20%
Overall
56 / 100
Developing
The three components combine into a single 0–100 score weighted as shown. Full methodology →
Peer comparison
Compared to 51 other orgs in NM with NTEE prefix A6.
Most-divergent component: program score sits 58 points above the peer median (90 vs. 32).
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 27.1% is modestly above the sector's healthy band (18–22%) — worth monitoring.
- Guy, Valerie holds 3 distinct authority roles, which creates concentration risk.
- Two consecutive years of deficit spending.
What would change this score
The two changes that would most improve this score:
- Reduce top-officer compensation from 27.1% to under 22% of revenue — would move governance score by ~10 points.
- 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.