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
42
Score
Governance
50
Score
Financial
25
Score
Program
45
Score

Institutional Epochs

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 — — — 42 Financially Distressed Recovery
2023 — — — 37 Financially Distressed Decline Risk
2022 — — — 37 Financially Distressed Decline Risk
2021 — — — 52 Fragile Recovery
2020 — — 45.8% 35 Critical Intervention Needed Gov Risk
2019 — — 29.0% 40 Governance-Stressed Recovery
2018 — — 23.5% 33 Critical Intervention Needed Gov Risk
2017 — — 12.9% 46 Fragile Recovery
2016 — — 9.8% 40 Fragile Recovery
2015 — — 20.4% 33 Critical Intervention Needed Decline Risk
2014 — — 15.3% 39 Financially Distressed Stable Watch

Officer compensation history

Tax year 2025

Name Title Phone Email Compensation
ALLYSON SPENCE Board President —
IHSIEN LEE Secretary —
MAGGIE TAN Treasurer —
VANJA DOUGLAS FUNDRAISING COMM —
KAOFU LAI Treasurer —
SHOBA SUBRAMANIAN OUTREACH COMMITTEE —
LISA LAANE FUNDRAISING COMM —
CAROL YANG PUBLICITY COMM —
SHARON NG OUTREACH COMMITTEE —
DANIEL SWARTZ OUTREACH COMMITTEE —
YAN SUN OUTREACH COMMITTEE —
PETYA HRISTOVA OUTREACH COMMITTEE —
BERNARD HUANG PUBLICITY COMMITTEE —

Tax year 2023

Name Title Phone Email Compensation
NARAYANI NAGANATHAN TOUR —
MARIKO YANG TOUR —
SELINA MAK VOLUNTEER COORDINATOR —
DEBORAH SIMON Board Member —
AMY KUAN Board President —
BERNIE MEYLER Board President —
JIM ZEHNDER Board President —
CYNTHIA HAO Treasurer —
JEN GLOS Secretary —
DANIEL SWARTZ ALUMNI OUTREACH —
MICHAEL FLEXER ACTIVIST —
CARY CHIN ENSEMBLE COORDINATOR —
PETYA HRISTOVA FUNDRAISING —
LISA LAANE FUNDRAISING —
ANU ARSALO Board President —
ALLYSON SPENCE NOMINATIONS & SOCIAL EVENT —
JUNCO MINAMI PUBLICITY & OUTREACH —
VIVIAN KWON TOUR —
JUNCO MINAMI TOUR —

Tax year 2022

Name Title Phone Email Compensation
MICHELLE BALDONADO Board President —
JIM ZEHNDER Board President —
CYNTHIA HAO Treasurer —
AMY KUAN Secretary —
DANIEL SWARTZ ALUMNI OUTREACH —
CARY CHIN ENSEMBLES COORDINATOR —
JEN GLOS FUNDRAISING —
PETYA HRISTOVA FUNDRAISING —
JUNCO MINAMI FUNDRAISING —
ANU ARSALO Board President —
BERNADETTE MEYLER NOMINATIONS & SOCIAL EVENTS —
MICHAEL FLEXER PACO ACTIVIST —
JOHN LIU PUBLICITY & MARKETING —
NARAYANI NAGANATHAN TOUR —
MARIKO YANG TOUR —
SELINA MAK AU VOLUNTEER COORDINATOR —
BILL HARRIS Board Member —
DEBORAH SIMON Board Member —

Tax year 2021

Name Title Phone Email Compensation
BENJAMIN SIMON Board Member 18.8% of Rev
WILL BETTS ADMIN MANAGER 14.0% of Rev
MICHELLE BALDONADO Board President —
JIM ZEHNDER Board President —
BILL HARRIS Treasurer —
AMY KUAN Secretary —
DANIEL SWARTZ ALUMNI OUTREACH —
MARIKO YANG FUNDRAISING —
NARAYANI NAGANATHAN FUNDRAISING —
RON HO FUNDRAISING —
ANU ARSALO Board President —
CARY CHIN ENSEMBLES COORDINATOR —
JEN GLOS Board President —
MICHAEL FLEXER PACO ACTIVIST —
JUNCO MINAMI Board President —
SELINA MAK AU VOLUNTEER COORDINATOR —
DEBORAH SIMON Board Member —
MONICA HARTE ADMIN MANAGER —
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
50 / 100
weight 40%
Program scale
45 / 100
weight 20%
Overall
42 / 100
Priority Review

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

Peer comparison

Compared to 1,424 other orgs in CA with NTEE prefix A6.

Most-divergent component: financial score sits 28 points below the peer median (25 vs. 53).

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. 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.