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 | — | — | 33.8% | 32 | Critical Intervention Needed | Gov Risk | |
| 2023 | — | — | 23.4% | 37 | Fragile | Recovery | |
| 2022 | — | — | 27.1% | 32 | Critical Intervention Needed | Gov Risk | |
| 2021 | — | — | — | 51 | Fragile | Recovery | |
| 2020 | — | — | 41.4% | 44 | Fragile | Gov Risk | |
| 2019 | — | — | — | 55 | Fragile | Recovery | |
| 2018 | — | — | — | 29 | Critical Intervention Needed | Decline Risk | |
| 2017 | — | — | — | 43 | Fragile | Stable Watch | |
| 2016 | — | — | — | 43 | Fragile | Stable Watch | |
| 2015 | — | — | — | 43 | Fragile | Recovery | |
| 2014 | — | — | — | 37 | Fragile | Recovery | |
| 2013 | — | — | — | 31 | Critical Intervention Needed | Decline Risk | |
| 2012 | — | — | — | 45 | Fragile | Recovery | |
| 2011 | — | — | — | 41 | Fragile | Stable Watch |
Officer compensation history
Tax year 2023
| Name | Title | Phone | Compensation | |
|---|---|---|---|---|
| MEGHAN OKEEFE | Executive Director | 26.7% of Rev | ||
| NICOLE COFFENBERRY | Board Member | — | ||
| CONNIE MCKENNEY | Board Member | — | ||
| KATHERINE JACOBS | Board Member | — | ||
| JOSCELYN COURTNEY | Board Member | — | ||
| ALYSSA VARGAS | Board President | — | ||
| ANDREA MOLIN | Treasurer | — | ||
| BRIGID POWERS | Secretary | — |
Tax year 2021
| Name | Title | Phone | Compensation | |
|---|---|---|---|---|
| MEGHAN OKEEFE | Executive Director | 19.5% of Rev | ||
| ALYSSA VARGAS | Board Member | 4.9% of Rev | ||
| ANNETTE FOX | Board President | — | ||
| RICH HOFFMAN | Board Member | — | ||
| CECILY SWASON | Board Member | — | ||
| BETZAIDA ARROYO | Secretary | — | ||
| KC BROWN | Board Member | — | ||
| BRAD HOSHAW | Board Member | — | ||
| JOAQUIN FIORESI | Board Member | — | ||
| TONI LINDE | 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: financial score sits 18 points below the peer median (15 vs. 33).
5-year trend: Steady State
No extreme longitudinal divergence detected. The organization is maintaining its current operational philosophy.
Overall score has gone from 44 → 32 over 5 years (declining by 12 points). A multi-year directional move of this magnitude is a signal worth investigating.
What's driving this score
- Comp-to-revenue ratio of 33.8% is above the 90th percentile for orgs of this size (healthy band: 18–22%).
- 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:
- Reduce top-officer compensation from 33.8% to under 22% of revenue — would move governance score by ~24 points.
- Separate signing authority from fundraising authority when both are held by one person — removes the concentration penalty (~12 points).
Improving governance is a board decision. These are the levers.