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 |
|---|---|---|---|---|---|---|---|
| 2023 | — | — | 8.7% | 34 | Critical Intervention Needed | Decline Risk | |
| 2022 | — | — | 7.7% | 48 | Fragile | Recovery | |
| 2021 | — | — | 10.3% | 32 | Critical Intervention Needed | Decline Risk | |
| 2020 | — | — | 10.5% | 36 | Financially Distressed | Stable Watch | |
| 2019 | — | — | 8.8% | 38 | Financially Distressed | Decline Risk | |
| 2018 | — | — | 9.7% | 40 | Financially Distressed | Decline Risk | |
| 2017 | — | — | 9.2% | 40 | Financially Distressed | Recovery | |
| 2016 | — | — | 9.6% | 36 | Financially Distressed | Recovery | |
| 2015 | — | — | 10.6% | 34 | Critical Intervention Needed | Recovery | |
| 2014 | — | — | 9.3% | 34 | Critical Intervention Needed | Recovery | |
| 2013 | — | — | 10.2% | 32 | Critical Intervention Needed | Stable Watch | |
| 2012 | — | — | 11.6% | 32 | Critical Intervention Needed | Stable Watch |
Officer compensation history
Tax year 2023
| Name | Title | Phone | Compensation | |
|---|---|---|---|---|
| JONATHAN STONE | Executive Director | 7.9% of Rev | ||
| KATHY BRYANT | Board Member | — | ||
| CALEB CORDASCO | Board Member | — | ||
| DUANE KOYAWENA | Board Member | — | ||
| DAVID KOERNER | Board Member | — | ||
| DORLEE HENDERSON | Board Member | — | ||
| MATT BEATY | Board Member | — | ||
| SHAYNE SMITH | Board Member | — | ||
| SUSAN BROWN | Board Member | — | ||
| JAMES HASAPIS | Board Member | — | ||
| JESSICA YOUNG | Board Member | — | ||
| PAUL MOORE | Secretary | — | ||
| STANLEY SUTHERLAND | Treasurer | — | ||
| KIMBERLY BATTY-HERBERT | Board President | — | ||
| RONALD BORKAN | Board President | — | ||
| JAMES HASAPIS | Board President | — |
Tax year 2022
| Name | Title | Phone | Compensation | |
|---|---|---|---|---|
| JONATHAN STONE | Executive Director | 7.3% of Rev | ||
| CALEB CORDASCO | Board Member | — | ||
| STANLEY SUTHERLAND | Board Member | — | ||
| KATHY BRYANT | Board Member | — | ||
| DUANE KOYAWENA | Board Member | — | ||
| SUSAN BROWN | Board Member | — | ||
| MATT BEATY | Board Member | — | ||
| SHAYNE SMITH | Board Member | — | ||
| MIKE PENCA | Board Member | — | ||
| DORLEE HENDERSON | Board Member | — | ||
| JESSICA YOUNG | Board Member | — | ||
| JAMES HASAPIS | Board Member | — | ||
| RON BORKAN | Treasurer | — | ||
| KIMBERLY BATTY-HERBERT | Board President | — | ||
| PAUL MOORE | Secretary | — |
Tax year 2021
| Name | Title | Phone | Compensation | |
|---|---|---|---|---|
| JONATHAN STONE | Executive Director | 6.4% of Rev | ||
| SUSAN BROWN | Board Member | — | ||
| MATT BEATY | Board Member | — | ||
| DORLEE HENDERSON | Board President | — | ||
| PAUL MOORE | Board Member | — | ||
| JILLIAN ASPLUND | Board Member | — | ||
| INGRID LEE | Board Member | — | ||
| TERRY MADEKSZA | Board Member | — | ||
| MIKE PENCA | Board Member | — | ||
| JESSICA YOUNG | Board Member | — | ||
| KARL EBERHARD | Board President | — | ||
| TODD SULLIVAN | Board Member | — | ||
| SUSIE GARRETSON | Board Member | — | ||
| RICH RUMMEL | Board Member | — | ||
| STANLEY SUTHERLAND | Board Member | — | ||
| KIMBERLY BATTY-HERBERT | Board President | — | ||
| KATHY BRYANT | Secretary | — | ||
| RON BORKAN | Treasurer | — | ||
| MICHAEL MARQUESS | Board Member | — | ||
| PAULA RICE | Board Member | — |
Score breakdown
The three components combine into a single 0–100 score weighted as shown. Full methodology →
Peer comparison
Compared to 12 other orgs in AZ with NTEE prefix A2.
Most-divergent component: program score sits 33 points above the peer median (60 vs. 27).
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.
Overall score has gone from 38 → 34 over 5 years (declining by 4 points).
What's driving this score
- Comp-to-revenue ratio of 8.7% sits within the sector's healthy band (18–22%).
- 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.