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
46
Score
Governance
55
Score
Financial
30
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 |
|---|---|---|---|---|---|---|---|
| 2024 | Hidden | Hidden | — | — | Unknown | — | |
| 2023 | — | — | 5.3% | 46 | Financially Distressed | Decline Risk | |
| 2022 | — | — | 5.9% | 54 | Fragile | Recovery | |
| 2021 | — | — | 9.3% | 52 | Fragile | Recovery | |
| 2020 | — | — | 9.2% | 50 | Fragile | Decline Risk | |
| 2019 | — | — | 3.2% | 55 | Fragile | Stable Watch | |
| 2018 | — | — | 4.5% | 55 | Fragile | Recovery | |
| 2017 | — | — | 5.6% | 50 | Fragile | Decline Risk | |
| 2016 | — | — | 5.2% | 50 | Fragile | Decline Risk | |
| 2015 | — | — | 3.4% | 55 | Fragile | Stable Watch | |
| 2014 | — | — | 3.1% | 55 | Fragile | Recovery | |
| 2013 | — | — | 5.6% | 46 | Financially Distressed | Recovery | |
| 2012 | — | — | — | 48 | Fragile | Stable Watch | |
| 2011 | — | — | — | 48 | Fragile | Stable Watch |
Officer compensation history
Tax year 2025
| Name | Title | Phone | Compensation | |
|---|---|---|---|---|
| MARCIELLE ROBLES | Executive Director | 4.0% of Rev | ||
| LOUISA GLOGER | Executive Dir. | 0.9% of Rev | ||
| LETI LIGHT | Board Member | — | ||
| DOREE FRIEDMAN | Board President | — | ||
| ERICA DEEMAN | Board Member | — | ||
| CHAKA LOCKHART | Board Member | — | ||
| BILL GETTY | Treasurer | — | ||
| LAUREN RYAN | Board President | — | ||
| JIM ABRAMS | Board Member | — | ||
| DIANA NAWI | Board Member | — | ||
| YUN JOO KANG | Treasurer | — | ||
| LOTTIE REZNECK | Board Member | — | ||
| BILL BONDY | Board President | — | ||
| SAM TRIPODI | Board Member | — | ||
| LOUISA GLOGER | Board Member | — | ||
| TINSLEY HUTSON-WILEY | Board President | — | ||
| SOPHIA KINELL | Board Member | — | ||
| ANDREW SPEYER | AUDIENCE ENGAGE | — | ||
| ANTON STUEBNER | Board President | — | ||
| KOTA EZAWA | Board Member | — | ||
| CATHERINE WAGNER | Board Member | — | ||
| KEENAN RICE | Board Member | — | ||
| BROOK LANE | Board Member | — |
Tax year 2023
| Name | Title | Phone | Compensation | |
|---|---|---|---|---|
| MARICELLE ROBLES | Executive Dir. | 5.0% of Rev | ||
| MARICELLE ROBLES | Executive Dir. | 4.8% of Rev | ||
| DOROTHY DAVILA | DEP. DIR. OPER | 3.7% of Rev | ||
| DOROTHY DAVILA | DEP. DIR. OPER. | 3.3% of Rev | ||
| ANTON STUEBNER | Board Member | — | ||
| CHRISTY SWILDENS | Board Member | — | ||
| KOTA EZAWA | Board Member | — | ||
| CATHERINE WAGNER | Board Member | — | ||
| RIMMA BOSHERNITSAN | Board Member | — | ||
| ROBIN STRAWBRIDGE | Board Member | — | ||
| BROOK LANE | Board Member | — | ||
| ROBIN STRAWBRIDGE | Board President | — | ||
| DOREE FRIEDMAN | Board President | — | ||
| LETI LIGHT | Board President | — | ||
| CHAKA LOCKHART | Treasurer | — | ||
| CARRIE HOTT | Secretary | — | ||
| BILL BONDY | Board Member | — | ||
| MELISSA BARBER | Board President | — | ||
| ELLIE WEHLEN | Board President | — | ||
| RODNEY EWING | Board Member | — | ||
| LOTTIE REZNECK | Board Member | — | ||
| LOHREN GREEN | Board President | — | ||
| SAM TRIPODI | Board Member | — | ||
| ERICA DEEMAN | Board Member | — | ||
| BEN OSPITAL | Board Member | — | ||
| JOEY PIZIALI | Board Member | — | ||
| LIZELLE GREEN | Board President | — | ||
| EVIE SIMON | Board President | — | ||
| PROMIT BHATTACHARYA | Board Member | — | ||
| CHRISTY SWILDENS | Board Member | — | ||
| KOTA EZAWA | Board Member | — | ||
| CATHERINE WAGNER | Board Member | — | ||
| RIMMA BOSHERNITSAN | Board Member | — | ||
| LAUREN RYAN | Board President | — | ||
| BROOK LANE | Board Member | — | ||
| LETI LIGHT | Board President | — | ||
| DOREE FRIEDMAN | Board President | — | ||
| LIZELLE GREEN | Board President | — | ||
| CHAKA LOCKHART | Treasurer | — | ||
| CARRIE HOTT | Secretary | — | ||
| LAUREN RYAN | Board President | — | ||
| PROMIT BHATTACHARYA | Board Member | — | ||
| ELLIE WEHLEN | Board Member | — | ||
| RODNEY EWING | Board Member | — | ||
| LOTTIE REZNECK | Board Member | — | ||
| BILL BONDY | Board Member | — | ||
| SAM TRIPODI | Board Member | — | ||
| LOUISE GLOGER | Board Member | — | ||
| TINSLEY HUTSON-WILEY | Board Member | — | ||
| SOPHIA KINELL | Board Member | — | ||
| ANDREW SPEYER | Board Member | — | ||
| EVIE SIMON | Board Member | — |
Tax year 2021
| Name | Title | Phone | Compensation | |
|---|---|---|---|---|
| ANDREW NIKLAUS | INT ED, FR 7/20 | 2.4% of Rev | ||
| SHARON MAIDENBERG | ED, THRU 6/20 | 2.0% of Rev | ||
| DOROTHY DAVILA | MAN DIR FR 6/20 | 1.4% of Rev | ||
| AMANDA AULT | DR OP THRU 3/20 | 0.4% of Rev | ||
| ROBIN STRAWBRIDGE | Board President | — | ||
| DOREE FRIEDMAN | Board President | — | ||
| SHARON TANENBAUM | Board President | — | ||
| CHAKA LOCKHART | Treasurer | — | ||
| CARRIE HOTT | Secretary | — | ||
| BILL BONDY | Board Member | — | ||
| MELISSA BARBER | Board Member | — | ||
| ELLIE WEHLEN | Board Member | — | ||
| DRUSIE DAVIS | Board Member | — | ||
| LETI MCNEILL LIGHT | Board Member | — | ||
| LOHREN GREEN | Board Member | — | ||
| SAM TRIPODI | Board Member | — | ||
| TUCKER NICHOLS | Board Member | — | ||
| BEN OSPITAL | Board Member | — | ||
| JOEY PIZIALI | Board Member | — | ||
| DEBORAH RAPPAPORT | Board Member | — | ||
| EVIE SIMON | Board Member | — | ||
| PROMIT BHATTACHARYA | Board Member | — | ||
| CHRISTY SWILDENS | Board Member | — | ||
| KOTA EZAWA | Board Member | — | ||
| RIMMA BOSHERNITSAN | Board Member | — | ||
| LAUREN RYAN | Board Member | — | ||
| BROOK LANE | Board Member | — |
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Score breakdown
Score breakdown
Financial resilience
30 / 100
weight 40%
Governance risk
55 / 100
weight 40%
Program scale
60 / 100
weight 20%
Overall
46 / 100
Developing
The three components combine into a single 0–100 score weighted as shown. Full methodology →
Peer comparison
Compared to 36 other orgs in CA with NTEE prefix A9.
Most-divergent component: program score sits 33 points above the peer median (60 vs. 27).
5-year trend: Steady State
No extreme longitudinal divergence detected. The organization is maintaining its current operational philosophy.
What's driving this score
- Comp-to-revenue ratio of 5.3% sits within the sector's 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:
- 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.