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.
Title
Representative Institutions
Institutional Epochs
Historical Performance
| Year | Revenue | Top Comp | Comp % Rev | Score | Phase Label | Outlook | Details |
|---|---|---|---|---|---|---|---|
| 2024 | — | — | — | 39 | Fragile | Stable Watch | |
| 2023 | — | — | — | 39 | Fragile | Recovery | |
| 2022 | — | — | — | 36 | Financially Distressed | Recovery | |
| 2021 | — | — | 24.9% | 52 | Governance-Stressed | Recovery | |
| 2020 | — | — | 18.5% | 53 | Fragile | Recovery | |
| 2019 | — | — | 21.3% | 49 | Fragile | Recovery | |
| 2018 | — | — | — | 45 | Financially Distressed | Recovery | |
| 2017 | — | — | — | 37 | Financially Distressed | Decline Risk | |
| 2016 | — | — | — | 51 | Fragile | Recovery | |
| 2015 | — | — | — | 37 | Financially Distressed | Stable Watch | |
| 2014 | — | — | — | 37 | Financially Distressed | Decline Risk | |
| 2013 | — | — | — | 39 | Financially Distressed | Decline Risk | |
| 2012 | — | — | — | 47 | Fragile | Recovery | |
| 2011 | — | — | — | 39 | Financially Distressed | Stable Watch |
Officer compensation history
Tax year 2023
| Name | Title | Phone | Compensation | |
|---|---|---|---|---|
| AMY BALSBAUGH | Executive Dir. | 13.9% of Rev | ||
| CAROL BERGHEN | Treasurer | — | ||
| NAWZ TAKAI | Board President | — | ||
| RYAN MCCRACKAN | Board President | — | ||
| SYDNEY NOVAK-FEDERMEYER | Secretary | — | ||
| YVETTE LORENZ | Board Member | — | ||
| BRUCE LI | Board Member | — | ||
| RYAN MCCRACKAN | Board President | — | ||
| SYDNEY NOVAK-FEDERMEYER | Secretary | — | ||
| Gazelle Brown | Treasurer | — | ||
| Rachael Toebner | Board Member | — | ||
| Li-Anne Dias | Board Member | — | ||
| Michaela Shea | Board Member | — |
Tax year 2022
| Name | Title | Phone | Compensation | |
|---|---|---|---|---|
| AMY BALSBAUGH | PROGRAMS & OPERATIONS MANAGER | 13.2% of Rev | ||
| AMY BALSBAUGH | PROGRAMS & OPERATIONS MANAGER | 11.6% of Rev | ||
| CAROL BERGHEN | Treasurer | — | ||
| NAWZ TAKAI | Board President | — | ||
| RYAN MCCRACKAN | Board President | — | ||
| SYDNEY NOVAK-FEDERMEYER | Secretary | — | ||
| YVETTE LORENZ | Board Member | — | ||
| BRUCE LI | Board Member | — | ||
| CAROL BERGHEN | Treasurer | — | ||
| NAWZ TAKAI | Board President | — | ||
| KAREN BANKS | Board Member | — | ||
| RADHIKA GOEL | Board Member | — | ||
| RYAN MCCRACKEN | Board Member | — | ||
| SYDNEY NOVAK-FEDERMEYER | Board Member | — | ||
| ANIKA DOKES | Board Member | — | ||
| MYRTO KOIMTZOGLOU | Board Member | — | ||
| BRUCE LI | Board Member | — | ||
| YVETTE LORENZ | Board Member | — |
Score breakdown
The three components combine into a single 0–100 score weighted as shown. Full methodology →
Peer comparison
Compared to 830 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.
Overall score has gone from 53 → 39 over 5 years (declining by 14 points). A multi-year directional move of this magnitude is a signal worth investigating.
What's driving this score
- All-volunteer org with no paid officers — governance signal is neutral (default 50), not absent.
- 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.