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 | — | — | 11.2% | 37 | Financially Distressed | Decline Risk | |
| 2022 | — | — | 8.6% | 42 | Fragile | Recovery | |
| 2021 | — | — | 10.6% | 45 | Fragile | Recovery | |
| 2020 | — | — | 36.5% | 36 | Critical Intervention Needed | Recovery | |
| 2019 | — | — | 9.4% | 38 | Financially Distressed | Recovery | |
| 2018 | — | — | 9.1% | 36 | Financially Distressed | Decline Risk | |
| 2017 | — | — | 6.6% | 40 | Financially Distressed | Recovery | |
| 2016 | — | — | 6.2% | 38 | Financially Distressed | Stable Watch | |
| 2015 | — | — | 7.0% | 38 | Financially Distressed | Recovery | |
| 2014 | — | — | 7.6% | 32 | Critical Intervention Needed | Recovery | |
| 2013 | — | — | 6.5% | 37 | Financially Distressed | Decline Risk | |
| 2012 | — | — | 6.4% | 40 | Financially Distressed | Decline Risk | |
| 2011 | — | — | 3.2% | 45 | Fragile | Stable Watch |
Officer compensation history
Tax year 2023
| Name | Title | Phone | Compensation | |
|---|---|---|---|---|
| Tim Jackson | Artistic Director | 4.6% of Rev | ||
| Colleen Bailey | Executive Dir. | 2.7% of Rev | ||
| Tony Caparelli | Treasurer | 2.0% of Rev | ||
| Tom LaFaille | Board Member | — | ||
| Sherol Chen | Board Member | — | ||
| Larry Williams Sr | Board Member | — | ||
| Clint Eastwood | Board Member | — | ||
| Ken Gordon | Board President | — | ||
| Cydney Payton | Board Member | — | ||
| Howard Fisher | Treasurer | — | ||
| Sharon Wesley | Board Member | — | ||
| Letty Ledbetter | Board Member | — | ||
| Lori Ella Miller | Board Member | — | ||
| Peter Orr | Board Member | — | ||
| Mike Knapek | Board Member | — | ||
| Laura Zehm | Board President | — | ||
| Kevin Cartwright | Board Member | — | ||
| Mimi Hahn | Secretary | — |
Tax year 2021
| Name | Title | Phone | Compensation | |
|---|---|---|---|---|
| Tim Jackson | Artistic Director | 3.9% of Rev | ||
| Colleen Bailey | Executive Dir. | 2.6% of Rev | ||
| Elizabeth Welden-Smith | Board Member | 2.6% of Rev | ||
| Tony Caparelli | Treasurer | 2.6% of Rev | ||
| Carsbia Anderson Jr | Board Member | — | ||
| Clint Eastwood | Board Member | — | ||
| Ken Gordon | Board Member | — | ||
| Howard Fisher | Treasurer | — | ||
| Peter Gordon | Board President | — | ||
| Letty Ledbetter | Board Member | — | ||
| Peter Orr | Board Member | — | ||
| Scott Scheid | Board Member | — | ||
| Laura Zehm | Board President | — | ||
| Kevin Cartwright | Board Member | — | ||
| Mimi Hahn | Secretary | — |
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 38 → 37 over 5 years (declining by 1 points).
What's driving this score
- Comp-to-revenue ratio of 11.2% 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.