Steady State
Steady State
Market
Archetype
Mechanical
Natural
Tier
Developing
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
Institutional Health Scores
5-yr trend: Steady State ↑
Overall
48
Score
Governance
55
Score
Financial
35
Score
Program
60
Score
Title
-
Institutions
-
Avg Revenue
-
Risk Profile
Representative Institutions
Institutional Epochs
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 |
|---|---|---|---|---|---|---|---|
| 2024 | Hidden | Hidden | — | — | Unknown | — | |
| 2023 | — | — | 6.5% | 48 | Fragile | Decline Risk | |
| 2022 | — | — | 5.8% | 52 | Fragile | Decline Risk | |
| 2021 | — | — | 2.7% | 55 | Fragile | Stable Watch | |
| 2020 | — | — | 1.7% | 55 | Fragile | Stable Watch | |
| 2019 | — | — | 8.0% | 54 | Fragile | Stable Watch | |
| 2018 | — | — | 1.4% | 55 | Fragile | Recovery | |
| 2017 | — | — | 13.8% | 48 | Financially Distressed | Decline Risk | |
| 2016 | — | — | 9.0% | 54 | Fragile | Decline Risk | |
| 2015 | — | — | 9.7% | 46 | Financially Distressed | Decline Risk | |
| 2014 | — | — | — | 48 | Fragile | Stable Watch | |
| 2013 | — | — | 9.6% | 50 | Fragile | Recovery | |
| 2012 | — | — | 10.9% | 48 | Fragile | Stable Watch |
Officer compensation history
Tax year 2025
| Name | Title | Phone | Compensation | |
|---|---|---|---|---|
| HEIDI ZUCKERMAN | Executive Director | 4.9% of Rev | ||
| COURTENAY FINN | Artistic Director | 2.1% of Rev | ||
| VICKIE BYRD | CHIEF HUMAN RESOURCE OFFICER | 1.6% of Rev | ||
| KIMBERLY GREENHALL | Board President | 1.5% of Rev | ||
| UTE CZEMMEL | Treasurer | 1.3% of Rev | ||
| HAO NGUYEN | Board Member | 1.3% of Rev | ||
| JASON TULLY | Board Member | 1.2% of Rev | ||
| CARRIE MAURATH | Board Member | 1.2% of Rev | ||
| DAVID EMMES II | Board President | — | ||
| LINDA MAGGARD | Board President | — | ||
| J STEVEN ROUSH | Treasurer | — | ||
| JOHN GUNNIN | Secretary | — | ||
| ALEXANDRA AIRTH | Board Member | — | ||
| JAMES BERGENER | Board Member | — | ||
| BARBARA BLUHM-KAUL | Board Member | — | ||
| PHIL BOND | Board Member | — | ||
| BARBARA BOWIE | Board Member | — | ||
| LAUREN CHALMERS | Board Member | — | ||
| PATRICK CHEN | Board Member | — | ||
| CAROL CHOI | Board Member | — | ||
| DIANE CONNELLY | Board Member | — | ||
| BARBARA DANZ | Board Member | — | ||
| SEMIRA DARIUSHNIA | Board Member | — | ||
| JENNIFER DURAN | Board Member | — | ||
| SUSAN ETCHANDY | Board Member | — | ||
| IDIT FERDER | Board Member | — | ||
| SEAN GREEN | Board Member | — | ||
| STEPHANIE GRODY | Board Member | — | ||
| DEBRA GUNN DOWNING | Board Member | — | ||
| ALISON HOEVEN | Board Member | — | ||
| MARK J KERSLAKE | Board Member | — | ||
| CHERYL KIDDOO | Board Member | — | ||
| CAROL KLEIN | Board Member | — | ||
| MICHAEL MARCUS | Board Member | — | ||
| BOB OLSON | Board Member | — | ||
| ELIAS SABO | Board Member | — | ||
| KEIKO SAKAMOTO | Board Member | — | ||
| ANNU G SHARMA MD | Board Member | — | ||
| CONNIE SPENUZZA | Board Member | — | ||
| HAROLD STRUCK | Board Member | — |
Tax year 2023
| Name | Title | Phone | Compensation | |
|---|---|---|---|---|
| HEIDI ZUCKERMAN | Executive Director | 7.4% of Rev | ||
| VICKIE BYRD | CHIEF HUMAN RESOURCES OFFICER | 1.5% of Rev | ||
| COURTENAY FINN | Artistic Director | 1.5% of Rev | ||
| CARRIE MAURATH | Board Member | 1.2% of Rev | ||
| CRAIG W WELLS | Board President | — | ||
| LUCY SUN | Board President | — | ||
| LISA BATHAL MERAGE | Secretary | — | ||
| J STEVEN ROUSH | Treasurer | — | ||
| JAMES BERGENER | Board Member | — | ||
| BARBARA BLUHM-KAUL | Board Member | — | ||
| PHIL BOND | Board Member | — | ||
| BARBARA BOWIE | Board Member | — | ||
| LAUREN CHALMERS | Board Member | — | ||
| CAROL CHOI | Board Member | — | ||
| JENNIFER DURAN | Board Member | — | ||
| DAVID EMMES II | Board Member | — | ||
| SUSAN ETCHANDY | Board Member | — | ||
| IDIT FERDER | Board Member | — | ||
| SEAN GREEN | Board Member | — | ||
| STEPHANIE GRODY | Board Member | — | ||
| DEBRA GUNN DOWNING | Board Member | — | ||
| JOHN GUNNIN | Board Member | — | ||
| ALISON HOEVEN | Board Member | — | ||
| DAVID HOROWITZ | Board Member | — | ||
| TERI KENNADY | Board Member | — | ||
| MARK J KERSLAKE | Board Member | — | ||
| CHERYL KIDDOO | Board Member | — | ||
| DAVID LAKE | Board Member | — | ||
| HEIDI LYNN | Board Member | — | ||
| LINDA MAGGARD | Board Member | — | ||
| ELLEN R MARSHALL | Board Member | — | ||
| LILLY MERAGE | Board Member | — | ||
| BOB OLSON | Board Member | — | ||
| GERRY PARSKY | Board Member | — | ||
| DR JAMES B PICK | Board Member | — | ||
| KEIKO SAKAMOTO | Board Member | — | ||
| PAMELA SCHMIDER | Board Member | — | ||
| TRACY SCHROEDER | Board Member | — | ||
| ANTON SEGERSTROM | Board Member | — | ||
| CONNIE SPENUZZA | Board Member | — | ||
| HAROLD STRUCK | Board Member | — | ||
| JENNIFER VAN BERGH | Board Member | — | ||
| ANNETTE WILEY | Board Member | — |
Tax year 2021
| Name | Title | Phone | Compensation | |
|---|---|---|---|---|
| TODD D SMITH | Executive Director | 2.5% of Rev | ||
| SARAH JESSE | Board Member | 2.0% of Rev | ||
| CRAIG W WELLS | Board President | — | ||
| ELLEN R MARSHALL | Board President | — | ||
| ANNETTE WILEY | Board President | — | ||
| J STEVEN ROUSH | Treasurer | — | ||
| DR JAMES B PICK | Board President | — | ||
| DAVID LAKE | Board Member | — | ||
| ANTON SEGERSTROM | Board Member | — | ||
| DAVID EMMES II | Board Member | — | ||
| TERI KENNADY | Board Member | — | ||
| LAUREN CHALMERS | Board Member | — | ||
| LILY MERAGE | Board Member | — | ||
| ROBIN KALOTA | Board Member | — | ||
| DEBRA GUNN DOWNING | Board Member | — | ||
| JOHN GUNNIN | Board Member | — | ||
| PAME SCHMIDER | Board Member | — | ||
| TRACY SCHROEDER | Board Member | — | ||
| JENNIFER VANBURGH | Board Member | — | ||
| CHRIS VANDUSEN | Board Member | — | ||
| CURT LYON | Board Member | — | ||
| HEIDI LYNN | Board Member | — | ||
| JAMES BERGENER | Board Member | — | ||
| MARK J KERSLAKE | Board Member | — | ||
| JULIA HOLLAND | Board Member | — | ||
| LISA BATHAL MERAGE | Board Member | — | ||
| SUSAN ETCHANDY | Board Member | — | ||
| ALISON HOEVEN | Board Member | — | ||
| HAL STRUCK | 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
35 / 100
weight 40%
Governance risk
55 / 100
weight 40%
Program scale
60 / 100
weight 20%
Overall
48 / 100
Developing
The three components combine into a single 0–100 score weighted as shown. Full methodology →
Peer comparison
Compared to 43 other orgs in CA with NTEE prefix A5.
Most-divergent component: program score sits 17 points above the peer median (60 vs. 43).
5-year trend: Steady State
No extreme longitudinal divergence detected. The organization is maintaining its current operational philosophy.
What's driving this score
- Comp-to-revenue ratio of 6.5% sits within the sector's healthy band (18–22%).
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.