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
40
Score
Governance
42
Score
Financial
40
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
2024 Hidden Hidden Unknown
2023 Hidden Hidden 25.7% 40 Governance-Stressed Gov Risk
2022 31.9% 44 Governance-Stressed Recovery
2021 38.8% 36 Governance-Stressed Recovery
2020 28.7% 36 Fragile Recovery
2019 27.5% 30 Critical Intervention Needed Decline Risk
2018 26.9% 32 Critical Intervention Needed Gov Risk
2017 23.7% 33 Critical Intervention Needed Decline Risk
2016 16.5% 37 Fragile Recovery
2015 24.5% 29 Critical Intervention Needed Recovery
2014 26.0% 34 Critical Intervention Needed Recovery
2013 28.8% 32 Critical Intervention Needed Gov Risk
2012 28.3% 36 Fragile Gov Risk
2011 24.0% 37 Fragile Gov Risk

Officer compensation history

Tax year 2025

Name Title Phone Email Compensation
Thomas A Maier Board President
Amy Nieman Board Member
Erin O'Keeffe Secretary
Jack McPhail Treasurer
Peter Konz Board Member
Gina Dailey Board Member
Amy Resner Board Member
Carol Phillips Board Member

Tax year 2023

Name Title Phone Email Compensation
Jack McPhail Treasurer
Peter Konz Board Member
Gina Dailey Board Member
Amy Resner Board Member
Carol Phillips Board Member
Thomas A Maier Board President
Amy Nieman Board Member
Erin O'Keeffe Secretary

Tax year 2022

Name Title Phone Email Compensation
Thomas A Maier Board President
Amy Nieman Board Member
Erin O'Keeffe Secretary
Jack McPhail Treasurer
Peter Konz Board Member

Tax year 2021

Name Title Phone Email Compensation
Thomas A Maier Board President
Amy Nieman Treasurer
Erin O'Keeffe Secretary
Jack McPhail Board Member
Peter Konz 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
40 / 100
weight 40%
Governance risk
42 / 100
weight 40%
Program scale
45 / 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 14 points above the peer median (45 vs. 31).

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 25.7% to under 22% of revenue — would move governance score by ~7 points.

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