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.
Title
Representative Institutions
Institutional Epochs
Historical Performance
| Year | Revenue | Top Comp | Comp % Rev | Score | Phase Label | Outlook | Details |
|---|---|---|---|---|---|---|---|
| 2024 | Hidden | Hidden | — | — | Unknown | — | |
| 2023 | Hidden | Hidden | 6.2% | 46 | Financially Distressed | Decline Risk | |
| 2022 | — | — | 6.4% | 46 | Financially Distressed | Decline Risk | |
| 2021 | — | — | 9.0% | 50 | Fragile | Decline Risk | |
| 2020 | — | — | 8.8% | 52 | Fragile | Recovery | |
| 2019 | — | — | 4.0% | 47 | Financially Distressed | Decline Risk | |
| 2018 | — | — | 4.8% | 53 | Fragile | Recovery | |
| 2017 | — | — | 6.1% | 46 | Financially Distressed | Decline Risk | |
| 2016 | — | — | 5.9% | 48 | Fragile | Decline Risk | |
| 2015 | — | — | 5.2% | 52 | Fragile | Stable Watch | |
| 2014 | — | — | 4.0% | 53 | Fragile | Recovery | |
| 2013 | — | — | 5.9% | 50 | Fragile | Gov Risk | |
| 2012 | — | — | 4.0% | 53 | Fragile | Stable Watch | |
| 2011 | — | — | 3.8% | 53 | Fragile | Stable Watch |
Officer compensation history
Tax year 2025
| Name | Title | Phone | Compensation | |
|---|---|---|---|---|
| MICHAEL BALLAM | FOUNDING DIRECT | 2.4% of Rev | ||
| GARY GRIFFIN | Executive Dir. | 1.6% of Rev | ||
| ANNETTE MACFARLANE | Secretary | 1.2% of Rev | ||
| VANESSA BALLAM | Board Member | 1.0% of Rev | ||
| TERESA BASSET | Treasurer | — | ||
| KARL WARD | Board Member | — | ||
| DIANNE SUMMERS | Board Member | — | ||
| LYLE HILLYARD | Board Member | — | ||
| BEN CLAWSON | Board Member | — | ||
| PAMELA MARCH | Board Member | — | ||
| JACK SHOUSE | Board Member | — |
Tax year 2023
| Name | Title | Phone | Compensation | |
|---|---|---|---|---|
| Michael Ballam | Founding Direct | 2.6% of Rev | ||
| Gary Griffin | Board Member | 1.5% of Rev | ||
| Annette Macfarlane | Secretary | 1.1% of Rev | ||
| Vanessa Ballam | Board Member | 0.6% of Rev | ||
| Teresa Bassett | Board Member | — | ||
| Karl Ward | Board Member | — | ||
| Debbie Cutler | Board President | — | ||
| Diane Summers | Board Member | — | ||
| Lyle Hillyard | Board Member | — | ||
| Ben Clawson | Board Member | — | ||
| Pamela March | Board Member | — | ||
| Jack Shouse | Board Member | — |
Tax year 2022
| Name | Title | Phone | Compensation | |
|---|---|---|---|---|
| Michael Ballam | Founding Direct | 2.5% of Rev | ||
| Gary Griffin | Board Member | 1.4% of Rev | ||
| Annette Macfarlane | Secretary | 1.0% of Rev | ||
| Vanessa Ballam | Board Member | 0.3% of Rev | ||
| Karen Keltner | Board Member | — | ||
| Karl Ward | Board Member | — | ||
| Debbie Cutler | Treasurer | — | ||
| Diane Summers | Board Member | — | ||
| Ben Clawson | Board Member | — | ||
| Pamela March | Board Member | — | ||
| Jack Shouse | Board Member | — |
Tax year 2021
| Name | Title | Phone | Compensation | |
|---|---|---|---|---|
| Michael Ballam | Founding Direct | 2.2% of Rev | ||
| Gary Griffin | Board Member | 1.3% of Rev | ||
| Kent Wallis | Chairman | — | ||
| Karl Ward | Board Member | — | ||
| Gary Dunn | Board Member | — | ||
| Ben Clawson | Board Member | — | ||
| Pamela March | Board Member | — | ||
| Camille Koberstein | Treasurer | — |
Score breakdown
The three components combine into a single 0–100 score weighted as shown. Full methodology →
Peer comparison
Compared to 81 other orgs in UT with NTEE prefix A6.
Most-divergent component: program score sits 31 points above the peer median (60 vs. 29).
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 6.2% 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.