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
Institutional Health Scores
5-yr trend: Steady State ↑
Overall
40
Score
Governance
55
Score
Financial
15
Score
Program
60
Score
Title
-
Institutions
-
Avg Revenue
-
Risk Profile
Representative Institutions
Institutional Epochs
2010
2011
2012
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 |
|---|---|---|---|---|---|---|---|
| 2024 | Hidden | Hidden | 5.5% | 40 | Financially Distressed | Decline Risk | |
| 2023 | — | — | 3.7% | 51 | Fragile | Stable Watch | |
| 2022 | — | — | 4.3% | 51 | Fragile | Recovery | |
| 2021 | — | — | 11.9% | 52 | Fragile | Recovery | |
| 2020 | — | — | 5.3% | 44 | Fragile | Recovery | |
| 2019 | — | — | 5.3% | 34 | Critical Intervention Needed | Decline Risk | |
| 2018 | — | — | 5.0% | 37 | Financially Distressed | Decline Risk | |
| 2017 | — | — | 5.1% | 38 | Financially Distressed | Decline Risk | |
| 2016 | — | — | 5.5% | 38 | Financially Distressed | Decline Risk | |
| 2015 | — | — | 5.6% | 44 | Fragile | Recovery | |
| 2014 | — | — | 5.5% | 42 | Fragile | Recovery | |
| 2013 | — | — | 7.6% | 41 | Fragile | Recovery | |
| 2012 | — | — | 6.5% | 38 | Financially Distressed | Decline Risk | |
| 2011 | — | — | 4.0% | 43 | Fragile | Stable Watch |
Officer compensation history
Tax year 2023
| Name | Title | Phone | Compensation | |
|---|---|---|---|---|
| CAROLINE NICKEL | Executive Director | 5.6% of Rev | ||
| CAROLINE NICKEL | Executive Director | 5.5% of Rev | ||
| JOHN WALLACE | Board Member | — | ||
| ROBERT HAWKS | Board Member | — | ||
| KENT JOHNSON | Treasurer | — | ||
| SHEILA CARROLL | Board Member | — | ||
| RICHARD DEWAR MD | Board Member | — | ||
| DR PHILLIP BECK | Board President | — | ||
| STEVE PALLIOS | Board President | — | ||
| MICHAEL HERRERO | Board Member | — | ||
| MAREE HAWKINS | Board Member | — | ||
| RON HOFFMAN | Board Member | — | ||
| KATHRYN BOYD | Board Member | — | ||
| RICHARD KENDRICK MD | Board Member | — | ||
| MEREDITH BRANDSMA | Board Member | — | ||
| CAROLE BOYETT | Board Member | — | ||
| H DIETER RENNING | Board Member | — | ||
| GREG HELBIG MD | Board Member | — | ||
| DENI ROYER | Secretary | — | ||
| AVI NIJJAR MD | Board Member | — | ||
| BETTY USTACH | Board Member | — | ||
| LAURA BREAM | Board Member | — | ||
| AMY COLLIER CARROLL | Board Member | — | ||
| ROBERT FALZONE | Board Member | — | ||
| LYN RAIBLE MD | Board Member | — | ||
| JOHN WALLACE | Board Member | — | ||
| JOE SWAIN | Board Member | — | ||
| ROBERT HAWKS | Board Member | — | ||
| LAURA WHARFF | Board Member | — | ||
| KENT JOHNSON | Treasurer | — | ||
| SHEILA CARROLL | Board Member | — | ||
| RICHARD DEWAR MD | Board Member | — | ||
| DR PHILLIP BECK | Board President | — | ||
| STEVE PALLIOS | Board President | — | ||
| MICHAEL HERRERO | Board Member | — | ||
| MAREE HAWKINS | Board Member | — | ||
| RON HOFFMANN | Board Member | — | ||
| KATHRYN BOYD | Board Member | — | ||
| RICHARD KENDRICK MD | Board Member | — | ||
| MEREDITH BRANDSMA | Board Member | — | ||
| CAROLE BOYETT | Board Member | — | ||
| H DIETER RENNING | Board Member | — | ||
| GREG HELBIG MD | Board Member | — | ||
| DENI ROYER | Secretary | — | ||
| AVI NIJJAR MD | Board Member | — | ||
| BETTY USTACH | Board Member | — | ||
| LAURA BREAM | Board Member | — | ||
| AMY COLLIER CARROLL | Board Member | — | ||
| ROBERT FALZONE | Board Member | — | ||
| LYN RAIBLE MD | Board Member | — | ||
| JOE SWAIN | Board Member | — | ||
| LAURA WHARFF | Board Member | — |
Tax year 2022
| Name | Title | Phone | Compensation | |
|---|---|---|---|---|
| CAROLINE NICKEL | Executive Director | 5.3% of Rev | ||
| JOHN WALLACE | Board Member | — | ||
| ROBERT HAWKS | Board Member | — | ||
| KENT JOHNSON | Treasurer | — | ||
| SHEILA CARROLL | Board Member | — | ||
| RICHARD DEWAR MD | Board Member | — | ||
| DR PHILLIP BECK | Chairman | — | ||
| STEVE PALLIOS | VICE CHAIRMAN | — | ||
| MICHAEL HERRARO | Board Member | — | ||
| MAREE HAWKINS | Board Member | — | ||
| RON HOFFMANN | Board Member | — | ||
| KATHRYN BOYD | Board Member | — | ||
| RICHARD KENDRICK MD | Board Member | — | ||
| ROBERT FALZONE | Board Member | — | ||
| CAROLE BOYETT | Board Member | — | ||
| H DIETER RENNING | Board Member | — | ||
| GREG HELBIG MD | Board Member | — | ||
| DENI ROYER | Secretary | — | ||
| AVI NIJJAR MD | Board Member | — | ||
| BETTY USTACH | Board Member | — | ||
| LAURA WHARFF | Board Member | — | ||
| MEREDITH BRANDSMA | Board Member | — | ||
| LAURA BEAM | Board Member | — | ||
| LYN RAIBLE MD | Board Member | — | ||
| AMY COLLIER CARROLL | Board Member | — | ||
| JOE SWAIN | Board Member | — |
Tax year 2021
| Name | Title | Phone | Compensation | |
|---|---|---|---|---|
| CAROLINE NICKEL | Executive Director | 5.5% of Rev | ||
| JOHN WALLACE | Treasurer | — | ||
| ROBERT HAWKS | Board President | — | ||
| KENT JOHNSON | Board President | — | ||
| SHEILA CARROLL | Board Member | — | ||
| RICHARD DEWAR MD | Board Member | — | ||
| DR PHILLIP BECK | Board President | — | ||
| STEVE PALLIOS | Board Member | — | ||
| MICHAEL HERRARO | Board Member | — | ||
| MAREE HAWKINS | Board Member | — | ||
| RON HOFFMANN | Board Member | — | ||
| KATHRYN BOYD | Board Member | — | ||
| RICHARD KENDRICK MD | Board Member | — | ||
| DALLAS MARSH | Board Member | — | ||
| CAROLE BOYETT | Board Member | — | ||
| H DIETER RENNING | Board Member | — | ||
| GREG HELBIG MD | Board Member | — | ||
| DENI ROYER | Secretary | — | ||
| AVI NIJJAR MD | Board Member | — | ||
| BETTY USTACH | Board Member | — | ||
| DONNA RILEY | Board Member | — | ||
| DIANNE GAGOS | Board Member | — |
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Score breakdown
Score breakdown
Financial resilience
15 / 100
weight 40%
Governance risk
55 / 100
weight 40%
Program scale
60 / 100
weight 20%
Overall
40 / 100
Priority Review
The three components combine into a single 0–100 score weighted as shown. Full methodology →
Peer comparison
Compared to 829 other orgs in CA with NTEE prefix A6.
Most-divergent component: program score sits 29 points above the peer median (60 vs. 31).
5-year trend: Steady State
No extreme longitudinal divergence detected. The organization is maintaining its current operational philosophy.
Overall score has gone from 44 → 40 over 5 years (declining by 4 points).
What's driving this score
- Comp-to-revenue ratio of 5.5% 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.