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 |
|---|---|---|---|---|---|---|---|
| 2025 | Hidden | Hidden | — | — | Unknown | — | |
| 2024 | Hidden | Hidden | — | 36 | Financially Distressed | Recovery | |
| 2022 | — | — | — | 47 | Financially Distressed | Recovery | |
| 2021 | — | — | — | 48 | Fragile | Recovery | |
| 2020 | — | — | — | 30 | Critical Intervention Needed | Decline Risk | |
| 2019 | — | — | — | 36 | Financially Distressed | Recovery | |
| 2018 | — | — | — | 33 | Critical Intervention Needed | Decline Risk | |
| 2017 | — | — | — | 37 | Financially Distressed | Stable Watch | |
| 2016 | — | — | — | 37 | Financially Distressed | Stable Watch | |
| 2015 | — | — | — | 37 | Financially Distressed | Stable Watch | |
| 2014 | — | — | — | 37 | Financially Distressed | Recovery | |
| 2013 | — | — | — | 29 | Critical Intervention Needed | Decline Risk | |
| 2012 | — | — | — | 35 | Financially Distressed | Stable Watch |
Officer compensation history
Tax year 2025
| Name | Title | Phone | Compensation | |
|---|---|---|---|---|
| RYAN HELLER | Board President | — | ||
| ALEX SIMON | Board President | — | ||
| PATRICIA VERGARA | Treasurer | — | ||
| ELIZABETH WOLFREY | Secretary | — | ||
| CALEB WESTBY | Board Member | — | ||
| SHRIN BAMORADI | Board Member | — | ||
| SAM TRAINA | Board Member | — |
Tax year 2023
| Name | Title | Phone | Compensation | |
|---|---|---|---|---|
| RYAN HELLER | Board President | — | ||
| SUSAN AMUSSEN | Treasurer | — | ||
| CONNIE BRONS | Secretary | — | ||
| DAVID MEDLEY | Board Member | — | ||
| PATRICIA VERGARA | Board Member | — |
Tax year 2022
| Name | Title | Phone | Compensation | |
|---|---|---|---|---|
| RYAN HELLER | Board President | — | ||
| SHANE SMITH | Board President | — | ||
| SUSAN AMUSSEN | Treasurer | — | ||
| CONNIE BRONS | Secretary | — | ||
| RICHARD GRAVES | Board Member | — | ||
| DAVID MEDLEY | Board Member | — | ||
| PATRICIA VERGARA | Board Member | — |
Tax year 2021
| Name | Title | Phone | Compensation | |
|---|---|---|---|---|
| DAVID MEDLEY | Board Member | — | ||
| SUSAN AMUSSEN | Board Member | — | ||
| SUE FALCONE | Board Member | — | ||
| JUDY EDWINA SMITH | Board President | — | ||
| SHANE SMITH | Board President | — | ||
| SAM TRAINA | Board President | — | ||
| CONNIE BRONS | Secretary | — | ||
| ROBIN ANDERSON | Treasurer | — | ||
| KATHLEEN HULL | Board Member | — | ||
| PRIYA LAKIREDDY | Board Member | — |
Score breakdown
The three components combine into a single 0–100 score weighted as shown. Full methodology →
Peer comparison
Compared to 163 other orgs in CA with NTEE prefix A1.
Most-divergent component: financial score sits 39 points below the peer median (30 vs. 69).
5-year trend: Steady State
No extreme longitudinal divergence detected. The organization is maintaining its current operational philosophy.
What's driving this score
- All-volunteer org with no paid officers — governance signal is neutral (default 50), not absent.
- 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.