Steady State
Steady State
Steady State Market Archetype Mechanical Natural
Tier
Stable
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
The Stewardship
Institutional Health Scores
5-yr trend: Steady State ↓
Overall
45
Score
Governance
50
Score
Financial
50
Score
Program
45
Score

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 Hidden Hidden — 45 Fragile Gov Risk
2022 — — 9.5% 43 Fragile Recovery
2021 — — 14.5% 30 Critical Intervention Needed Decline Risk
2020 — — 8.9% 46 Fragile Stable Watch
2019 — — 5.0% 48 Fragile Recovery
2018 — — — 45 Fragile Stable Watch
2017 — — — 45 Fragile Stable Watch
2016 — — — 45 Fragile Stable Watch
2015 — — — 45 Fragile Decline Risk
2014 — — — 49 Fragile Recovery
2013 — — — 41 Fragile Stable Watch
2012 — — — 41 Fragile Stable Watch
2011 — — — 41 Fragile Stable Watch

Officer compensation history

Tax year 2023

Name Title Phone Email Compensation
Barbara Clark Executive Dir. 5.9% of Rev
MICHAEL ADAMS Board President —
DOUG VOLZ Board Member —
SUSAN KRONES Secretary —
LAURA SAMMELL Treasurer —
BARBARA FUNKE Board Member —
LINDA KELLY Communications —
SHELBY POSADA Board Member —
GEORGINA MARIE Board Member —
LISA KAPLAN Board Member —
DANA ADAMS Board President —

Tax year 2022

Name Title Phone Email Compensation
Barbara Clark Executive Dir. 7.4% of Rev
MICHAEL ADAMS Board President —
DOUG VOLZ Board President —
SUSAN KRONES Secretary —
LAURA SAMMELL Treasurer —
BARBARA FUNKE Board Member —
LINDA KELLY Board Member —
SHELBY POSADA Board Member —
GEORGINA MARIE Board Member —
LISA KAPLAN Board Member —
DANA ADAM Board Member —

Tax year 2021

Name Title Phone Email Compensation
Barbra Clarke Executive Director 5.9% of Rev
Jane Alameda Board Member —
Linda Kelly Board Member —
Barbara Funke Board Member —
Betty Lou Board Member —
Carmon Brittan Treasurer —
Bob Carpenter Board President —
Shelby Posada Vice President —
Susan Krones Secretary —
Michael Adams Board Member —
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
50 / 100
weight 40%
Program scale
45 / 100
weight 20%
Overall
45 / 100
Stable

The three components combine into a single 0–100 score weighted as shown. Full methodology →

Peer comparison

Compared to 1,023 other orgs in CA with NTEE prefix A2.

Most-divergent component: governance score sits 29 points below the peer median (50 vs. 79).

5-year trend: Steady State

No extreme longitudinal divergence detected. The organization is maintaining its current operational philosophy.

Overall score has gone from 48 → 45 over 5 years (declining by 3 points).

What's driving this score

What would change this score

The two changes that would most improve this score:

  1. Stabilize program expenses or grow earned-income revenue to break the consecutive-deficit pattern (~8 points to financial score).

Improving governance is a board decision. These are the levers.