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
50
Score
Financial
40
Score
Program
60
Score
Title
-
Institutions
-
Avg Revenue
-
Risk Profile
Representative Institutions
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 |
|---|---|---|---|---|---|---|---|
| 2025 | Hidden | Hidden | — | — | Unknown | — | |
| 2023 | — | — | 11.3% | 48 | Fragile | Decline Risk | |
| 2022 | — | — | 7.2% | 50 | Fragile | Recovery | |
| 2021 | — | — | 10.2% | 52 | Fragile | Recovery | |
| 2020 | — | — | 8.8% | 50 | Fragile | Decline Risk | |
| 2019 | — | — | 6.8% | 54 | Fragile | Recovery | |
| 2018 | — | — | 4.4% | 45 | Financially Distressed | Decline Risk | |
| 2017 | — | — | 8.9% | 44 | Financially Distressed | Decline Risk | |
| 2016 | — | — | 8.8% | 46 | Financially Distressed | Decline Risk | |
| 2015 | — | — | 6.0% | 48 | Financially Distressed | Recovery | |
| 2014 | — | — | 11.4% | 46 | Fragile | Decline Risk | |
| 2013 | — | — | 12.2% | 43 | Fragile | Decline Risk | |
| 2012 | — | — | 6.4% | 54 | Fragile | Recovery | |
| 2011 | — | — | 8.7% | 50 | Fragile | Stable Watch |
Officer compensation history
Tax year 2026
| Name | Title | Phone | Compensation | |
|---|---|---|---|---|
| ROXANA VELASQUEZ | Executive Director | 4.7% of Rev | ||
| ANITA FELDMAN | Board Member | 2.0% of Rev | ||
| KARI KOVACH | CHIEF OPERATING OFFICER | 1.9% of Rev | ||
| STACEY LOOMIS | Board Member | 1.7% of Rev | ||
| RONDA CLAIR | Board Member | 1.5% of Rev | ||
| DAN ZISKO | CHIEF FINANCIAL OFFICER | 1.5% of Rev | ||
| MARIA DEIDRE GUEVARA GALLEGOS | Board Member | 1.2% of Rev | ||
| JOSHUA CULVER | Board Member | 1.2% of Rev | ||
| ANNA M LUJAN | CONTROLLER | 1.1% of Rev | ||
| DALIA HAAS | EXECUTIVE ASSISTANT | 1.1% of Rev | ||
| KIM SOKOL FULLER | Secretary | — | ||
| TONI BLOOMBERG | Board President | — | ||
| JAMES KINNEY | Treasurer | — | ||
| MICKI OLIN | Board President | — | ||
| RACHEL INMON | Board President | — | ||
| ROBERT DOTSON | Board President | — | ||
| LAURA EMBRY | Board Member | — | ||
| KAREN STONE | Board Member | — | ||
| ARTURO RODRIGUEZ | Board Member | — | ||
| VALERIE COOPER | Board Member | — | ||
| CLAUDIO ROBERTSON | Board Member | — | ||
| JANICE LOWENBERG | Board Member | — | ||
| WHITNEY SKALA | Board Member | — | ||
| JOANIE O'LEARY | Board Member | — | ||
| KEN CARIFFE | Board Member | — | ||
| ARMANDO IBARRA JR | Board Member | — | ||
| JAIMI LOMAS | Board Member | — | ||
| FRANK ROGOZIENSKI | Secretary | — | ||
| FERNANDO CASASEMPERE | Board Member | — | ||
| JACKI JOHNSON | Board Member | — | ||
| PHYLLIS SPEER | Board Member | — | ||
| JEANETTE FAVROT PETERSON | Board Member | — | ||
| DEMI ROGOZIENSKI | Board Member | — | ||
| ANALIA REGGIO | Board Member | — | ||
| ANNE VARICK LAUDER | Board Member | — | ||
| POLLY LIEW | Board Member | — | ||
| WEBSTER BUZZ KINNAIRD | Board Member | — | ||
| ZORAIDA PAYNE | Board Member | — | ||
| ROCIO BERHO | Board Member | — | ||
| MELL GALLAHUE | Board Member | — | ||
| JENNIFER FINDLEY | Board Member | — | ||
| BILL VANDEWEGHE | Board Member | — | ||
| YOLANDA ORRANTIA | Board Member | — | ||
| ANN CLARE KESSLER | Board Member | — | ||
| MARIANELA DE LA HOZ | Board Member | — | ||
| LAURA RAMSEY | Board Member | — | ||
| LESTER MACHADO | Board Member | — | ||
| RORY BROWN | Board Member | — | ||
| SARAH MARSH-REBELO | Board Member | — | ||
| SUSAN URQUIDI | Board Member | — | ||
| JERI CRAWFORD | Board Member | — | ||
| JOAN FABIANO | Board Member | — | ||
| TAFFIN RAY | Board President | — | ||
| PAMELA GABRIEL | Board Member | — | ||
| LAURIE MCGRATH | Board Member | — | ||
| RHIANNA WHITE | Board Member | — |
Tax year 2023
| Name | Title | Phone | Compensation | |
|---|---|---|---|---|
| ROXANA VELASQUEZ | Executive Director | 4.5% of Rev | ||
| ANITA FELDMAN | DD - CURATORIAL/EDUCATION | 1.7% of Rev | ||
| DONNA DOMINIAK | CHIEF FINANCIAL OFFICER | 1.4% of Rev | ||
| KARI KOVACH | CHIEF OPERATING OFFICER | 1.4% of Rev | ||
| STACEY LOOMIS | Board Member | 1.2% of Rev | ||
| RONDA CLAIR | Board Member | 1.1% of Rev | ||
| DANIEL SWASBROOK | Board Member | — | ||
| JANICE LOWENBERG | Treasurer | — | ||
| JEANETTE FAVROT PETERSON | Board Member | — | ||
| JOAN FABIANO | Board Member | — | ||
| JOANIE O'LEARY | Board Member | — | ||
| JOYCE GATTAS | Board Member | — | ||
| KATHEE MANGAN CHRISTENSEN | Board Member | — | ||
| KIM SOKOL FULLER | Board Member | — | ||
| MARIANELA DE LA HOZ | Board Member | — | ||
| MELINDA KIMBRO | Board Member | — | ||
| MICKI OLIN | Board Member | — | ||
| PHYLLIS SPEER | Board Member | — | ||
| RACHEL INMON | Board Member | — | ||
| ROBIN WILSON CARRIER | Board Member | — | ||
| ROSS HARTER | Board Member | — | ||
| LESTER MACHADO | Board Member | — | ||
| LAURA EMBRY | Board Member | — | ||
| SUSAN URQUIDI | Board Member | — | ||
| TOM GILDRED | Board Member | — | ||
| POLLY LIEW | Board Member | — | ||
| JUDITH A WILSON | Board Member | — | ||
| PAMELA GABRIEL | Board Member | — | ||
| JACKI JOHNSON | Board Member | — | ||
| TAFFIN RAY | Board President | — | ||
| EUGENE MITCHELL | Board President | — | ||
| TONI BLOOMBERG | Board President | — | ||
| GITA KHADIRI | Board President | — | ||
| ROBERT DOTSON | Treasurer | — | ||
| MARTI ANDREWS | Secretary | — | ||
| ANALIA REGGIO | Board Member | — | ||
| ANTHONY BOGANEY | Board Member | — | ||
| ARMANDO IBARRA JR | Board Member | — | ||
| BARBARA KATZ | Board Member | — | ||
| BILL VANDEWEGHE | Board Member | — | ||
| BETTY ANN HOEHN | Board Member | — | ||
| DEMI ROGOZIENSKI | Board Member | — | ||
| FRANK ROGOZIENSKI | Secretary | — | ||
| JAMES KINNEY | Board Member | — |
Tax year 2021
| Name | Title | Phone | Compensation | |
|---|---|---|---|---|
| ROXANA VELASQUEZ | Executive Director | 3.5% of Rev | ||
| ANITA FELDMAN | DD - CURATORIAL/EDUCATION | 1.6% of Rev | ||
| DONNA DOMINIAK | CHIEF FINANCIAL OFFICER | 1.3% of Rev | ||
| KARI KOVACH | CHIEF OPERATING OFFICER | 1.3% of Rev | ||
| STACEY LOOMIS | Board Member | 1.1% of Rev | ||
| TAFFIN RAY | Board President | — | ||
| EUGENE MITCHELL | Board President | — | ||
| TONI BLOOMBERG | Board President | — | ||
| WEBSTER KINNAIRD | Board President | — | ||
| ROBERT DOTSON | Treasurer | — | ||
| MARTI ANDREWS | Secretary | — | ||
| ANALIA REGGIO | Board Member | — | ||
| ANTHONY BOGANEY | Board Member | — | ||
| ARMANDO IBARRA JR | Board Member | — | ||
| BARBARA KATZ | Board Member | — | ||
| BILL VANDEWEGHE | Board Member | — | ||
| BETTY ANN HOEHN | Board Member | — | ||
| DEMI ROGOZIENSKI | Board Member | — | ||
| FRANK ROGOZIENSKI | Secretary | — | ||
| GITA KHADIRI | Board Member | — | ||
| JACKIE JOHNSON | Board Member | — | ||
| DANIEL SWASBROOK | Board Member | — | ||
| JANICE LOWENBERG | Board Member | — | ||
| JEANETTE FAVROT PETERSON | Board Member | — | ||
| JILL LOZIER | Treasurer | — | ||
| JOANIE O'LEARY | Board Member | — | ||
| JOYCE GATTAS | Board Member | — | ||
| KATHEE MANGAN CHRISTENSEN | Board Member | — | ||
| KIM SOKOL | Board Member | — | ||
| MARIANELA DE LA HOZ | Board Member | — | ||
| MELINDA KIMBRO | Board Member | — | ||
| MICKI OLIN | Board Member | — | ||
| PHYLLIS SPEER | Board Member | — | ||
| RACHEL INMON | Board Member | — | ||
| ROBIN WILSON CARRIER | Board Member | — | ||
| ROSS HARTER | Board Member | — | ||
| LESTER MACHADO | Board Member | — | ||
| STEVE COOPERSMITH | Board Member | — | ||
| SUSAN URQUIDI | Board Member | — | ||
| TOM GILDRED | Board Member | — | ||
| JAMES KINNEY | Board Member | — | ||
| JUDITH A WILSON | Board Member | — | ||
| PAMELA GABRIEL | Board Member | — |
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Score breakdown
Score breakdown
Financial resilience
40 / 100
weight 40%
Governance risk
50 / 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 333 other orgs in CA with NTEE prefix A5.
Most-divergent component: financial score sits 35 points below the peer median (40 vs. 75).
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 11.3% sits within the sector's healthy band (18–22%).
What would change this score
No specific high-impact levers identified — this org's score is balanced across components.
Improving governance is a board decision. These are the levers.