Steady State
Steady State
Steady State Market Archetype Mechanical Natural
Tier
Priority Review
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
The Stewardship
Institutional Health Scores
5-yr trend: Steady State
Overall
36
Score
Governance
42
Score
Financial
25
Score
Program
45
Score

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
2023 27.2% 36 Fragile Gov Risk
2022 26.0% 36 Fragile Gov Risk
2021 24.2% 43 Fragile Gov Risk
2020 39.0% 42 Governance-Stressed Recovery
2019 49.7% 36 Fragile Gov Risk
2018 51 Fragile Decline Risk
2017 61 Stable Stable Watch
2016 61 Stable Stable Watch
2015 61 Stable Stable Watch
2014 47 Fragile Decline Risk
2013 57 Fragile Recovery
2012 47 Fragile Stable Watch
2011 47 Fragile Stable Watch

Officer compensation history

Tax year 2026

Name Title Phone Email Compensation
Barbara Scowcroft Board President 25.2% of Rev
Marty McMillan Board Member 11.7% of Rev
Spencer White Board Member
Owen Johnson Board Member
Carolee Scowcroft Board Member
Elaine Ellis Board Member
Susan Schramm Board Member
Paul Dorgan Board Member
Lisa Stolz Board President

Tax year 2023

Name Title Phone Email Compensation
BARBARA SCOWCROFT Board President 18.9% of Rev
PAUL DORGAN Board Member
ELAINE ELLIS Board Member
MARTY MCMILLAN Board President
SUSAN SCHRAMM Board Member
TRUDY SIMMONS Board Member
LISA STOLZ Board Member

Tax year 2022

Name Title Phone Email Compensation
BARBARA SCOWCROFT Board President 18.0% of Rev
MATTHEW COWAN CHAIRMAN 14.4% of Rev
PAUL DORGAN Board Member
ELAINE ELLIS Board Member
MARTY MCMILLAN Board Member
JENNIFER PERRY Board Member
LISA STOLZ Board Member

Tax year 2021

Name Title Phone Email Compensation
BARBARA SCOWCROFT Board President 24.9% of Rev
MATTHEW COWAN CHAIRMAN 24.2% of Rev
LYNN BLEIL Board Member
PAUL DORGAN Board Member
ELAINE ELLIS Board Member
MARTY MCMILLAN Board Member
JENNIFER PERRY Board Member
LISA STOLZ 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
25 / 100
weight 40%
Governance risk
42 / 100
weight 40%
Program scale
45 / 100
weight 20%
Overall
36 / 100
Priority Review

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

Peer comparison

Compared to 19 other orgs in UT with NTEE prefix A2.

Most-divergent component: program score sits 17 points above the peer median (45 vs. 28).

5-year trend: Steady State

No extreme longitudinal divergence detected. The organization is maintaining its current operational philosophy.

What's driving this score

What would change this score

The two changes that would most improve this score:

  1. Separate signing authority from fundraising authority when both are held by one person — removes the concentration penalty (~12 points).
  2. Reduce top-officer compensation from 27.2% to under 22% of revenue — would move governance score by ~10 points.

Improving governance is a board decision. These are the levers.