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 1,023 other orgs in CA with NTEE prefix A2.

Most-divergent component: financial score sits 32 points below the peer median (40 vs. 72).

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.