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 | — | — | 9.5% | 44 | Financially Distressed | Decline Risk | |
| 2022 | — | — | 5.5% | 48 | Fragile | Recovery | |
| 2021 | — | — | 3.0% | 37 | Financially Distressed | Decline Risk | |
| 2020 | — | — | 6.9% | 44 | Fragile | Recovery | |
| 2019 | — | — | 13.9% | 35 | Critical Intervention Needed | Recovery | |
| 2018 | — | — | 11.3% | 27 | Critical Intervention Needed | Decline Risk | |
| 2017 | — | — | 9.7% | 34 | Critical Intervention Needed | Stable Watch | |
| 2016 | — | — | 9.7% | 34 | Critical Intervention Needed | Recovery | |
| 2015 | — | — | — | 43 | Financially Distressed | Decline Risk | |
| 2014 | — | — | — | 55 | Fragile | Recovery | |
| 2013 | — | — | — | 43 | Fragile | Recovery | |
| 2012 | — | — | — | 37 | Financially Distressed | Decline Risk | |
| 2011 | — | — | — | 49 | Fragile | Stable Watch |
Officer compensation history
Tax year 2023
| Name | Title | Phone | Compensation | |
|---|---|---|---|---|
| Lilia Chavez | Executive Dir. | 8.4% of Rev | ||
| Ellen Armour | Board President | — | ||
| Laura E Ward | Board President | — | ||
| Olga Gutierrez De Nuez | Treasurer | — | ||
| Karen Takeda Simpson | Secretary | — | ||
| Bruce Kalkowski | Board Member | — | ||
| Thomas Whit Ellis | Board Member | — | ||
| Jolene Telles | Board Member | — | ||
| Tiffany Mangum | Board Member | — | ||
| Sal Lucatero | Board Member | — | ||
| Jeff Meacham | Board Member | — | ||
| Julia Copeland | Board Member | — | ||
| Ziang Her | Board Member | — | ||
| Julian Ramos | Board Member | — | ||
| Shirin Assemi | Board Member | — | ||
| Harpreet Gil | Board Member | — |
Tax year 2022
| Name | Title | Phone | Compensation | |
|---|---|---|---|---|
| LILIA CHAVEZ | EXCUTIVE DIR | 8.4% of Rev | ||
| LILIA CHAVEZ | EXCUTIVE DIR | 8.1% of Rev | ||
| BRUCE KALKOWSKI | Board President | — | ||
| OLGA GUTIERREZ DE NUNEZ | Treasurer | — | ||
| LAURA E WARD | Secretary | — | ||
| MARY BREWER | Board Member | — | ||
| THOMAS WHIT ELLIS | Board Member | — | ||
| JOLENE TELLES | TURSTEE | — | ||
| TIFFANY MANGUM | Board Member | — | ||
| SAL LUCATERO | Board Member | — | ||
| MORGAN WOOLF | Board Member | — | ||
| KAREN TAKEDA SIMPSON | Board Member | — | ||
| ELLEN ARMOUR | Board Member | — | ||
| JULIA COPLAND | Board Member | — | ||
| MARY LAFOLLETE | Board Member | — | ||
| BRUCE KALKOWSKI | Board President | — | ||
| OLGA GUTIERREZ DE NUNEZ | Treasurer | — | ||
| LAURA E WARD | Secretary | — | ||
| MARY BREWER | Board Member | — | ||
| THOMAS WHIT ELLIS | Board Member | — | ||
| JOLENE TELLES | TURSTEE | — | ||
| TIFFANY MANGUM | Board Member | — | ||
| SAL LUCATERO | Board Member | — | ||
| MORGAN WOOLF | Board Member | — | ||
| KAREN TAKEDA SIMPSON | Board Member | — | ||
| ELLEN ARMOUR | Board Member | — | ||
| JULIA COPLAND | Board Member | — | ||
| MARY LAFOLLETE | Board Member | — |
Tax year 2021
| Name | Title | Phone | Compensation | |
|---|---|---|---|---|
| LILIA CHAVEZ | EXCUTIVE DIR | 8.1% of Rev | ||
| BRUCE KALKOWSKI | Board President | — | ||
| OLGA GUTIERREZ DE NUNEZ | Treasurer | — | ||
| LAURA E WARD | Secretary | — | ||
| MARY BREWER | Board Member | — | ||
| THOMAS WHIT ELLIS | Board Member | — | ||
| JOLENE TELLES | TURSTEE | — | ||
| TIFFANY MANGUM | Board Member | — | ||
| SAL LUCATERO | Board Member | — | ||
| MORGAN WOOLF | Board Member | — | ||
| KAREN TAKEDA SIMPSON | Board Member | — | ||
| ELLEN ARMOUR | Board Member | — | ||
| JULIA COPLAND | Board Member | — | ||
| MARY LAFOLLETE | Board Member | — |
Score breakdown
The three components combine into a single 0–100 score weighted as shown. Full methodology →
Peer comparison
Compared to 171 other orgs in CA with NTEE prefix A2.
Most-divergent component: program score sits 30 points above the peer median (60 vs. 30).
5-year trend: Steady State
No extreme longitudinal divergence detected. The organization is maintaining its current operational philosophy.
Overall score has gone from 35 → 44 over 5 years (improving by 9 points).
What's driving this score
- Comp-to-revenue ratio of 9.5% 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.