Steady State
Steady State
Steady State Market Archetype Mechanical Natural
Tier
Stable
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
48
Score
Governance
50
Score
Financial
40
Score
Program
60
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
2023 48 Fragile Stable Watch
2022 48 Fragile Decline Risk
2021 12.0% 52 Fragile Recovery
2020 9.7% 44 Fragile Recovery
2019 13.8% 38 Financially Distressed Stable Watch
2018 38 Financially Distressed Decline Risk
2017 42 Fragile Recovery
2016 38 Financially Distressed Decline Risk
2015 42 Fragile Recovery
2014 38 Financially Distressed Recovery
2013 34 Critical Intervention Needed Decline Risk
2012 52 Fragile Recovery
2011 42 Fragile Stable Watch

Officer compensation history

Tax year 2023

Name Title Phone Email Compensation
KAREN KWAN Board Member 7.9% of Rev
NILUFAR HAQUE Board Member
WILLA CHALMERS Board Member
ELIZABETH MCCARTHY Board Member
ANIL NARAYAN Board Member
CYNTHIA COLE Board Member
SUE CHAN Board Member
MARY MARSH Board Member
MARCIA PUGSLEY Board President
HEIDI YANG Board Member
TOM BRINCK Board Member
TERESA LUNT Board President
JUDY DAVID Board President
JILL ASHER Board Member
JASON STORK Treasurer

Tax year 2022

Name Title Phone Email Compensation
KAREN KWAN Board Member 7.8% of Rev
NILUFAR HAQUE Board Member
WILLA CHALMERS Board Member
SALLY GLASER Board Member
GURMEET LAMBA Board Member
CYNTHIA COLE Board Member
SUE CHAN Vice President
SHRUTI SHEOREY Board Member
MARCIA PUGSLEY Board Member
NIDHI GUPTA Board President
TOM BRINCK Board Member
TERESA LUNT Secretary
RYAN DONAHUE Board Member
LINDA SHORTLIFFE Board Member
JASON STORK Treasurer

Tax year 2021

Name Title Phone Email Compensation
KAREN KWAN Board Member 7.2% of Rev
JONATHAN WHITMORE Treasurer
WILLA CHALMERS Board Member
SALLY GLASER Board Member
GURMEET LAMBA Board Member
CYNTHIA COLE Board Member
SUE CHAN Board Member
SHRUTI SHEOREY Board President
SELINA KAING Board Member
NIDHI GUPTA Board Member
TOM BRINCK Board President
TERESA LUNT Board Member
RYAN DONAHUE Board Member
KARSTEN PLOESSER Secretary
LINDA SHORTLIFFE Board Member
JASON STORK 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
50 / 100
weight 40%
Program scale
60 / 100
weight 20%
Overall
48 / 100
Stable

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

Peer comparison

Compared to 171 other orgs in CA with NTEE prefix A2.

Most-divergent component: program score sits 30 points above the peer median (60 vs. 30).

5-year trend: Steady State

No extreme longitudinal divergence detected. The organization is maintaining its current operational philosophy.

Overall score has gone from 38 → 48 over 5 years (improving by 10 points). A multi-year directional move of this magnitude is a signal worth investigating.

What's driving this score

What would change this score

No specific high-impact levers identified — this org's score is balanced across components.

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