Steady State
Steady State
Market
Archetype
Mechanical
Natural
Tier
Developing
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
54
Score
Governance
55
Score
Financial
50
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
Financial Era
Governance Era
Trajectory Era
Steady State
Historical Performance
| Year | Revenue | Top Comp | Comp % Rev | Score | Phase Label | Outlook | Details |
|---|---|---|---|---|---|---|---|
| 2023 | — | — | 7.0% | 54 | Fragile | Stable Watch | |
| 2022 | — | — | 5.9% | 54 | Fragile | Recovery | |
| 2021 | — | — | 10.9% | 52 | Fragile | Stable Watch | |
| 2020 | — | — | 6.8% | 54 | Fragile | Stable Watch | |
| 2019 | — | — | 7.4% | 54 | Fragile | Stable Watch | |
| 2018 | — | — | 2.6% | 55 | Fragile | Recovery | |
| 2017 | — | — | 2.8% | 51 | Fragile | Stable Watch | |
| 2016 | — | — | 5.2% | 50 | Fragile | Decline Risk | |
| 2015 | — | — | 5.1% | 52 | Fragile | Recovery | |
| 2014 | — | — | 4.9% | 51 | Fragile | Recovery | |
| 2013 | — | — | 3.2% | 45 | Financially Distressed | Recovery | |
| 2012 | — | — | 4.8% | 35 | Financially Distressed | Stable Watch | |
| 2011 | — | — | 3.6% | 35 | Financially Distressed | Stable Watch |
Officer compensation history
Tax year 2023
| Name | Title | Phone | Compensation | |
|---|---|---|---|---|
| LIAL JONES | Executive Director | 3.1% of Rev | ||
| SCOTT SHIELDS | Artistic Director | 1.4% of Rev | ||
| DAVID SEPAROVICH | Treasurer | 1.1% of Rev | ||
| CHELSEA LARSON | Board Member | 1.0% of Rev | ||
| MICHELLE MAGHARI | Board Member | 0.8% of Rev | ||
| GLORIA NAIFY | Board President | — | ||
| GARRY MAISEL | Board President | — | ||
| CHRISTOPHER HOLBEN | Treasurer | — | ||
| DANIEL HOWARD | Secretary | — | ||
| RANDALL SATER | Board President | — | ||
| DANTE ALLEN | Board Member | — | ||
| KATHERINE BARDIS-MIRY | Board Member | — | ||
| CHRIS BEFUMO | Board Member | — | ||
| JANINE BERA MD | Board Member | — | ||
| JOSE BLANCO | Board Member | — | ||
| JOSE BODIPO-MEMBA | Board Member | — | ||
| DAN BRUNNER | Board Member | — | ||
| SIMON CHIU | Board Member | — | ||
| CLAUDIA COLEMAN | Board Member | — | ||
| SUSAN EDLING | Board Member | — | ||
| STEVEN FELDERSTEIN | Board Member | — | ||
| LAURA FERGERSON | Board Member | — | ||
| MARCY FRIEDMAN | Board Member | — | ||
| KIMBERLY GARZA | Board Member | — | ||
| MICHAEL GENOVESE | Board Member | — | ||
| RYAN HEATER | Board Member | — | ||
| MONICA HERNANDEZ | Board Member | — | ||
| JENNIFER LEE | Board Member | — | ||
| TIM LIEN | Board Member | — | ||
| WM JAHMAL MILLER | Board Member | — | ||
| MITCHELL S OSTWALD | Board Member | — | ||
| SIMONE MILLER RATHE | Board Member | — | ||
| PATRICIA TRISH RODRIGUEZ | Board Member | — | ||
| CHRISA PAPPAS SIOUKAS | Board Member | — | ||
| GLENN SORENSEN | Board Member | — | ||
| JULIE TEEL | Board Member | — | ||
| R PARKER WHITE | Board Member | — |
Tax year 2022
| Name | Title | Phone | Compensation | |
|---|---|---|---|---|
| LIAL JONES | Executive Director | 2.8% of Rev | ||
| SCOTT SHIELDS | Artistic Director | 1.3% of Rev | ||
| DAVID SEPAROVICH | Treasurer | 1.1% of Rev | ||
| CHELSEA LARSON | Board Member | 1.0% of Rev | ||
| RANDALL SATER | Board President | — | ||
| GLORIA NAIFY | Board President | — | ||
| TIM LIEN | Treasurer | — | ||
| DANIEL HOWARD | Secretary | — | ||
| DAVID TOWNSEND | Board President | — | ||
| DANTE ALLEN | Board Member | — | ||
| KATHERINE BARDIS-MIRY | Board Member | — | ||
| JAMES BECKWITH | Board Member | — | ||
| JANINE BERA MD | Board Member | — | ||
| JOSE BLANCO | Board Member | — | ||
| SUSIE BURTON | Board Member | — | ||
| SIMON CHIU | Board Member | — | ||
| SUSAN EDLING | Board Member | — | ||
| DANIEL FARLEY | Board Member | — | ||
| STEVEN FELDERSTEIN | Board Member | — | ||
| LAURA FERGERSON | Board Member | — | ||
| MARCY FRIEDMAN | Board Member | — | ||
| KIMBERLY GARZA | Board Member | — | ||
| MIKE GENOVESE | Board Member | — | ||
| RYAN HEATER | Board Member | — | ||
| MONICA HERNANDEZ | Board Member | — | ||
| CHRISTOPHER HOLBEN | Board Member | — | ||
| GARY KING | Board Member | — | ||
| JENNIFER LEE | Board Member | — | ||
| GARRY MAISEL | Board Member | — | ||
| WM JAHMAL MILLER | Board Member | — | ||
| MITCHELL S OSTWALD | Board Member | — | ||
| SIMONE MILLER RATHE | Board Member | — | ||
| PATRICIA TRISH RODRIGUEZ | Board Member | — | ||
| SUSAN SAVAGE | Board Member | — | ||
| CHRISA PAPPAS SIOUKAS | Board Member | — | ||
| GLENN SORENSEN | Board Member | — | ||
| JULIE TEEL | Board Member | — | ||
| R PARKER WHITE | Board Member | — |
Tax year 2021
| Name | Title | Phone | Compensation | |
|---|---|---|---|---|
| LIAL JONES | Executive Director | 2.4% of Rev | ||
| SCOTT SHIELDS | Artistic Director | 1.4% of Rev | ||
| DAVID SEPAROVICH | Treasurer | 0.9% of Rev | ||
| CHRISTINE CALVIN | Board Member | 0.7% of Rev | ||
| KATHERINE BARDIS-MIRY | Board Member | — | ||
| JAMES BECKWITH | Board Member | — | ||
| JANINE BERA MD | Board Member | — | ||
| SUSIE BURTON | Board Member | — | ||
| SIMON CHIU | Board Member | — | ||
| DANIEL FARLEY | Board Member | — | ||
| STEVEN FELDERSTEIN | Board Member | — | ||
| LAURA FERGERSON | Board Member | — | ||
| KIMBERLY GARZA | Board Member | — | ||
| MIKE GENOVESE | Board Member | — | ||
| CHRISTOPHER HOLBEN | Board Member | — | ||
| DANIEL HOWARD | Board Member | — | ||
| GARY KING | Board Member | — | ||
| DONNA LUCAS | Board Member | — | ||
| GARRY MAISEL | Board Member | — | ||
| WM JAHMAL MILLER | Board Member | — | ||
| MITCHELL OSTWALD | Board Member | — | ||
| SIMONE MILLER RATHE | Board Member | — | ||
| PATRICIA TRISH RODRIGUEZ | Board Member | — | ||
| SUSAN SAVAGE | Board Member | — | ||
| CHRISA PAPPAS SIOUKAS | Board Member | — | ||
| GLENN SORENSEN | Board Member | — | ||
| JULIE TEEL | Board Member | — | ||
| R PARKER WHITE | Board Member | — | ||
| RANDALL SATER | Board President | — | ||
| GLORIA NAIFY | Board President | — | ||
| TIM LIEN | Treasurer | — | ||
| SUSAN EDLING | Secretary | — | ||
| DAVID TOWNSEND | Board President | — |
Officer contact details, exact compensation figures, and active litigation are available to verified members.
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Score breakdown
Score breakdown
Financial resilience
50 / 100
weight 40%
Governance risk
55 / 100
weight 40%
Program scale
60 / 100
weight 20%
Overall
54 / 100
Developing
The three components combine into a single 0–100 score weighted as shown. Full methodology →
Peer comparison
Compared to 43 other orgs in CA with NTEE prefix A5.
Most-divergent component: program score sits 17 points above the peer median (60 vs. 43).
5-year trend: Steady State
No extreme longitudinal divergence detected. The organization is maintaining its current operational philosophy.
Overall score has gone from 54 → 54 over 5 years (stable by 0 points).
What's driving this score
- Comp-to-revenue ratio of 7.0% sits within the sector's healthy band (18–22%).
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.