Steady State
Steady State
Steady State Market Archetype Mechanical Natural
Tier
Priority Review
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
41
Score
Governance
50
Score
Financial
55
Score
Program
5
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 41 Fragile Recovery
2021 49.1% 40 Governance-Stressed Recovery
2020 37 Fragile Decline Risk
2019 47 Fragile Recovery
2018 37 Fragile Decline Risk
2017 43 Fragile Recovery
2015 29 Critical Intervention Needed Stable Watch
2014 29 Critical Intervention Needed Decline Risk
2013 41 Fragile Recovery
2012 33 Critical Intervention Needed Decline Risk
2011 41 Fragile Stable Watch

Officer compensation history

Tax year 2022

Name Title Phone Email Compensation
Winda I Shimizu Executive Director 62.2% of Rev
Jeanne Bertolina HAC Board Webmaster
Milt Bowerman Board Member
Russell Foote Board Member
Edward Keller Treasurer
Lani Llamado Board Member
Karla Lopez Board Member
Al Murdach Board Member
Patra Nesseth-Steffes Board Member
Suzanne Phillis Secretary
Heather Reyes Board President
Bruce Roberts Board President
Jayendra Singh Board Member
Gerald Thompson Board Member
Winnie Thompson 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
55 / 100
weight 40%
Governance risk
50 / 100
weight 40%
Program scale
5 / 100
weight 20%
Overall
41 / 100
Priority Review

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: program score sits 26 points below the peer median (5 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 37 → 41 over 5 years (improving by 4 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.