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 |
|---|---|---|---|---|---|---|---|
| 2023 | Hidden | Hidden | 4.3% | 38 | Financially Distressed | Decline Risk | |
| 2022 | — | — | 7.2% | 44 | Financially Distressed | Recovery | |
| 2021 | — | — | 19.2% | 45 | Fragile | Gov Risk | |
| 2020 | — | — | 5.4% | 54 | Fragile | Stable Watch | |
| 2019 | — | — | 4.5% | 55 | Fragile | Stable Watch | |
| 2018 | — | — | 3.5% | 55 | Fragile | Recovery | |
| 2017 | — | — | 3.0% | 45 | Financially Distressed | Recovery | |
| 2016 | — | — | 3.2% | 41 | Financially Distressed | Decline Risk | |
| 2015 | — | — | 3.8% | 47 | Financially Distressed | Decline Risk | |
| 2014 | — | — | 3.1% | 55 | Fragile | Recovery | |
| 2013 | — | — | 3.6% | 45 | Financially Distressed | Decline Risk | |
| 2012 | — | — | 2.6% | 43 | Fragile | Stable Watch | |
| 2011 | — | — | 4.5% | 43 | Fragile | Stable Watch |
Officer compensation history
Tax year 2023
| Name | Title | Phone | Compensation | |
|---|---|---|---|---|
| Courtney Beck | Board Member | 12.4% of Rev | ||
| Paul Swatek | Treasurer | 4.0% of Rev | ||
| David Low | Board President | — | ||
| Charlotte Gaylord | Treasurer | — | ||
| Mark Perry | Board President | — | ||
| David Gross | Secretary | — | ||
| Nicolas Elsishans | Treasurer | — | ||
| Didier LeGall | Board President | — | ||
| Martin Cohn | Board Member | — | ||
| Marie Bertillion Collins | Board Member | — | ||
| Kay Sprinkel Grace | Board Member | — | ||
| Peter Hibbard | Board Member | — | ||
| Anne Katz | Board Member | — | ||
| Brian Kincaid | Board Member | — | ||
| Michael Marmor | Board Member | — | ||
| Fred Matteson | Board Member | — | ||
| Rebecca Moyle | Board Member | — | ||
| Paul Sugarman | Board Member | — | ||
| Doug Tanner | Board Member | — | ||
| Candace Zander Kahn | Board Member | — |
Tax year 2022
| Name | Title | Phone | Compensation | |
|---|---|---|---|---|
| Courtney Beck | Board Member | 11.6% of Rev | ||
| David Low | Board President | — | ||
| Steve John | Board President | — | ||
| Mark Perry | Board President | — | ||
| David Gross | Secretary | — | ||
| Nicolas Elsishans | Treasurer | — | ||
| Didier LeGall | Board President | — | ||
| Martin Cohn | Board Member | — | ||
| Marie Bertillion Collins | Board Member | — | ||
| Charlotte Gaylord | Board Member | — | ||
| Kay Sprinkel Grace | Board Member | — | ||
| Peter Hibbard | Board Member | — | ||
| Anne Katz | Board Member | — | ||
| Brian Kincaid | Board Member | — | ||
| Michael Marmor | Board Member | — | ||
| Fred Matteson | Board President | — | ||
| Rebecca Moyle | Board Member | — | ||
| Jason Snyder | Board Member | — | ||
| Paul Sugarman | Board Member | — | ||
| Doug Tanner | Board Member | — |
Tax year 2021
| Name | Title | Phone | Compensation | |
|---|---|---|---|---|
| Courtney Beck | Board Member | 11.0% of Rev | ||
| David Low | Board President | — | ||
| Steve John | Board President | — | ||
| Mark Perry | Board President | — | ||
| David Gross | Secretary | — | ||
| Nicolas Elsishans | Treasurer | — | ||
| Didier LeGall | Board President | — | ||
| Martin Cohn | Board Member | — | ||
| Marie Bertillion Collins | Board Member | — | ||
| Charlotte Gaylord | Board Member | — | ||
| Kay Sprinkel Grace | Board Member | — | ||
| Peter Hibbard | Board Member | — | ||
| Anne Katz | Board Member | — | ||
| Brian Kincaid | Board Member | — | ||
| William Bill Lokke | Board Member | — | ||
| Michael Marmor | Board Member | — | ||
| Fred Matteson | Board President | — | ||
| Rebecca Moyle | Board Member | — | ||
| Sondra Schlesinger | Board Member | — | ||
| Jason Snyder | Board Member | — | ||
| Paul Sugarman | Board Member | — | ||
| Doug Tanner | Board Member | — |
Score breakdown
The three components combine into a single 0–100 score weighted as shown. Full methodology →
Peer comparison
Compared to 829 other orgs in CA with NTEE prefix A6.
Most-divergent component: program score sits 29 points above the peer median (60 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 55 → 38 over 5 years (declining by 17 points). A multi-year directional move of this magnitude is a signal worth investigating.
What's driving this score
- Comp-to-revenue ratio of 4.3% 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.