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
54
Score
Governance
55
Score
Financial
50
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 |
|---|---|---|---|---|---|---|---|
| 2024 | Hidden | Hidden | — | — | Unknown | — | |
| 2023 | Hidden | Hidden | 5.1% | 54 | Fragile | Recovery | |
| 2022 | — | — | 5.3% | 50 | Fragile | Decline Risk | |
| 2021 | — | — | 6.0% | 54 | Fragile | Recovery | |
| 2020 | — | — | 8.6% | 50 | Fragile | Decline Risk | |
| 2019 | — | — | 5.8% | 54 | Fragile | Stable Watch | |
| 2018 | — | — | 3.6% | 55 | Fragile | Stable Watch | |
| 2017 | — | — | 4.2% | 55 | Fragile | Stable Watch | |
| 2016 | — | — | 4.7% | 55 | Fragile | Stable Watch | |
| 2015 | — | — | 3.4% | 55 | Fragile | Stable Watch | |
| 2014 | — | — | 4.0% | 55 | Fragile | Stable Watch | |
| 2013 | — | — | 4.1% | 55 | Fragile | Recovery | |
| 2012 | — | — | 4.4% | 49 | Fragile | Stable Watch | |
| 2011 | — | — | 5.1% | 48 | Fragile | Stable Watch |
Officer compensation history
Tax year 2025
| Name | Title | Phone | Compensation | |
|---|---|---|---|---|
| GUSTAVO DUDAMEL | Artistic Director | 1.3% of Rev | ||
| CHAD SMITH | Executive Director | 0.5% of Rev | ||
| DANIEL SONG | Executive Director | 0.3% of Rev | ||
| MARTIN CHALIFOUR | PRINCIPAL CONCERTMASTER | 0.3% of Rev | ||
| MARGIE KIM BERMEO | CHIEF PHILANTHROPY OFFICER | 0.2% of Rev | ||
| MONA PATEL | Secretary | 0.2% of Rev | ||
| GLENN BRIFFA | Treasurer | 0.2% of Rev | ||
| THOMAS HOOTEN | STAFF MUSICIAN | 0.2% of Rev | ||
| MEGHAN UMBER | CHIEF CONTENT OFFICER | 0.2% of Rev | ||
| NORA BRADY | CHIEF MKTG & COMS. OFFICER | 0.2% of Rev | ||
| NATHAN COLE | STAFF MUSICIAN | 0.2% of Rev | ||
| SUMMER BJORK | CHIEF OF STAFF | 0.2% of Rev | ||
| ANDREW BAIN | STAFF MUSICIAN | 0.2% of Rev | ||
| ROBERT DEMAINE | STAFF MUSICIAN | 0.2% of Rev | ||
| EMANUEL MAXWELL | CHIEF TALENT & EQUITY OFFICER | 0.2% of Rev | ||
| LAURA CONNELLY | Vice President | 0.2% of Rev | ||
| JOHANNA REES | Vice President | 0.1% of Rev | ||
| SARA KIM | Vice President | 0.1% of Rev | ||
| ELSJE KIBLER-VERMAAS | Vice President | 0.1% of Rev | ||
| RENAE WILLIAMS NILES | FMR. CHIEF CONTENT OFF. (THRU 08/23) | 0.1% of Rev | ||
| THOMAS BECKMEN | Board President | — | ||
| DAVID C BOHNETT | Board President | — | ||
| REVETA F BOWERS | Board President | — | ||
| DONALD P DE BRIER | Board President | — | ||
| JONATHAN KAGAN | Board President | — | ||
| DAVID MELINE | Board President | — | ||
| JAY STEIN | Board President | — | ||
| CHRISTIAN STRACKE | Board President | — | ||
| JANE B EISNER | Board President | — | ||
| DIANE B PAUL | Board President | — | ||
| JAY RASULO | Board President | — | ||
| NANCY ABELL | Board Member | — | ||
| GREGORY A ADAMS | Board Member | — | ||
| JULIE ANDREWS | Board Member | — | ||
| CAMILO ESTEBAN BECHDACH | Board Member | — | ||
| LINDA P BRITTAN | Board Member | — | ||
| JENNIFER BRODER | Board Member | — | ||
| KAWANNA BROWN | Board Member | — | ||
| ANDREA CHAO-KHARMA | Board Member | — | ||
| R MARTIN CHAVEZ | Board Member | — | ||
| CHRISTIAN CHIVAROLI | Board Member | — | ||
| JONATHAN CONGDON | Board Member | — | ||
| LOUISE D EDGERTON | Board Member | — | ||
| LISA FIELD | Board Member | — | ||
| DAVID A FORD | Board Member | — | ||
| ALFRED FRAIJO JR | Board Member | — | ||
| HILARY GARLAND | Board Member | — | ||
| JENNIFER MILLER GOFF | Board Member | — | ||
| TAMARA GOLIHEW | Board Member | — | ||
| LENORE S GREENBERG | Board Member | — | ||
| CAROL COLBURN GRIGOR | Board Member | — | ||
| MARIAN HALL | Board Member | — | ||
| SUZANNE HART | Board Member | — | ||
| ANTONIA HERNANDEZ | Board Member | — | ||
| TEENA HOSTOVICH | Board Member | — | ||
| DARIOUSH KHALEDI | Board Member | — | ||
| WINNIE KHO | Board Member | — | ||
| MATT MCINTYRE | Board Member | — | ||
| FRANCOIS MOBASSER | Board Member | — | ||
| MARGARET MORGAN | Board Member | — | ||
| LEITH O'LEARY | Board Member | — | ||
| ANDY PARK | Board Member | — | ||
| SANDY PRESSMAN | Board Member | — | ||
| RICHARD RAFFETTO | Board Member | — | ||
| GEOFFREY RICH | Board Member | — | ||
| LAURA ROSENWALD | Board Member | — | ||
| RICHARD SCHIRTZER | Board Member | — | ||
| GABRIELLE STARR | Board Member | — | ||
| JASON SUBOTKY | Board Member | — | ||
| DR RONALD D SUGAR | Board Member | — | ||
| VIKKI SUNG | Board Member | — | ||
| JACK SUZAR | Board Member | — | ||
| KEITH TERASAKI | Board Member | — | ||
| SUE TSAO | Board Member | — | ||
| JON VEIN | Board Member | — | ||
| MEGAN WATANABE | Board Member | — | ||
| REGINA WEINGARTEN | Board Member | — | ||
| JENNY WILLIAMS | Board Member | — | ||
| ALYCE DE ROULET WILLIAMSON | Board Member | — | ||
| IRWIN WINKLER | Board Member | — | ||
| DEBRA WONG YANG | Board Member | — | ||
| KIM NOLTEMY | Executive Director | — |
Tax year 2023
| Name | Title | Phone | Compensation | |
|---|---|---|---|---|
| GUSTAVO DUDAMEL | Artistic Director | 1.2% of Rev | ||
| CHAD SMITH | Executive Director | 0.5% of Rev | ||
| KAREN STURGES | Treasurer | 0.2% of Rev | ||
| MARGIE KIM BERMEO | CHIEF PHILANTHROPY OFFICER | 0.2% of Rev | ||
| MONA PATEL | Secretary | 0.2% of Rev | ||
| MARTIN CHALIFOUR | PRINCIPAL CONCERTMASTER | 0.2% of Rev | ||
| GAIL SAMUEL | Board President | 0.2% of Rev | ||
| DANIEL SONG | COO | 0.2% of Rev | ||
| LAURA CONNELLY | Vice President | 0.1% of Rev | ||
| MEGHAN MARTINEAU | Artistic Director | 0.1% of Rev | ||
| RENAE WILLIAMS NILES | CHIEF CONTENT OFFICER | 0.1% of Rev | ||
| JOHANNA REES | Vice President | 0.1% of Rev | ||
| SUMMER BJORK | CHIEF OF STAFF | 0.1% of Rev | ||
| THOMAS HOOTEN | STAFF MUSICIAN | 0.1% of Rev | ||
| NORA BRADY | Vice President | 0.1% of Rev | ||
| NATHAN COLE | STAFF MUSICIAN | 0.1% of Rev | ||
| ROBERT DEMAINE | STAFF MUSICIAN | 0.1% of Rev | ||
| STEPHEN BIAGINI | LIBRARIAN | 0.1% of Rev | ||
| ELSJE KIBLE-VERMASS | Vice President | 0.1% of Rev | ||
| SARA KIM | Vice President | 0.1% of Rev | ||
| EMANUEL MAXWELL | CHIEF TALENT & EQUITY OFFICER | 0.1% of Rev | ||
| THOMAS BECKMEN | Board President | — | ||
| DAVID C BOHNETT | Board President | — | ||
| DONALD P DE BRIER | Board President | — | ||
| DAVID MELINE | Board President | — | ||
| JONATHAN KAGAN | Board President | — | ||
| DR RONALD D SUGAR | Board Member | — | ||
| JERROLD L EBERHARDT | Board President | — | ||
| JANE B EISNER | Board President | — | ||
| DIANE B PAUL | Board President | — | ||
| JAY RASULO | Board President | — | ||
| GREGORY A ADAMS | Board Member | — | ||
| JULIE ANDREWS | Board Member | — | ||
| REVETA F BOWERS | Board President | — | ||
| LINDA P BRITTAN | Board Member | — | ||
| JENNIFER BRODER | Board Member | — | ||
| KAWANNA BROWN | Board Member | — | ||
| ANDREA CHAO-KHARMA | Board Member | — | ||
| R MARTIN CHAVEZ | Board Member | — | ||
| CHRISTIAN CHIVAROLI | Board Member | — | ||
| LOUISE D EDGERTON | Board Member | — | ||
| LISA FIELD | Board Member | — | ||
| DAVID GINDLER | Board Member | — | ||
| JENNIFER MILLER GOFF | Board Member | — | ||
| LENORE S GREENBERG | Board Member | — | ||
| CAROL COLBURN GRIGOR | Board Member | — | ||
| MEGAN HERNANDEZ | Board Member | — | ||
| TEENA HOSTOVICH | Board Member | — | ||
| DARIOUSH KHALEDI | Board Member | — | ||
| LOUISE PEEBLES | Board Member | — | ||
| FRANCOIS MOBASSER | Board Member | — | ||
| MARGARET MORGAN | Board Member | — | ||
| LEITH O'LEARY | Board Member | — | ||
| R JOSEPH PLASCENCIA | Board Member | — | ||
| SANDY PRESSMAN | Board Member | — | ||
| ANN RONUS | Board Member | — | ||
| LAURA ROSENWALD | Board Member | — | ||
| NANCY S SANDERS | Board President | — | ||
| GABRIELLE STARR | Board Member | — | ||
| JAY STEIN | Board President | — | ||
| CHRISTIAN STRACKE | Board President | — | ||
| JASON SUBOTKY | Board Member | — | ||
| JACK SUZAR | Board Member | — | ||
| SUE TSAO | Board Member | — | ||
| JON VEIN | Board Member | — | ||
| MEGAN WATANABE | Board Member | — | ||
| ALYCE DE ROULET WILLIAMSON | Board Member | — | ||
| IRWIN WINKLER | Board Member | — | ||
| DEBRA WONG YANG | Board Member | — | ||
| DAVID A FORD | Board Member | — | ||
| ANTONIA HERNANDEZ | Board Member | — | ||
| ALFRED FRAIJO JR | Board Member | — | ||
| RICHARD RAFFETTO | Board Member | — | ||
| MARTI FARLEY | Board Member | — | ||
| WINNIE KHO | Board Member | — | ||
| ANDY PARK | Board Member | — | ||
| MARIAN HALL | Board Member | — | ||
| VIKKI SUNG | Board Member | — | ||
| GLENN BRIFFA | Treasurer | — |
Tax year 2022
| Name | Title | Phone | Compensation | |
|---|---|---|---|---|
| SIMON WOODS | Executive Director | 0.4% of Rev | ||
| GUSTAVO DUDAMEL | Artistic Director | 0.4% of Rev | ||
| CHAD SMITH | Executive Director | 0.4% of Rev | ||
| GAIL SAMUEL THRU 421 | Board President | 0.3% of Rev | ||
| MONA PATEL | Vice President | 0.2% of Rev | ||
| DANIEL SONG | COO | 0.2% of Rev | ||
| LAURA CONNELLY | Vice President | 0.2% of Rev | ||
| ALISON SOWDEN | Treasurer | 0.2% of Rev | ||
| KATHLEEN KANE | FORMER CHIEF ADVANCEMENT OFFICER | 0.1% of Rev | ||
| MARGIE KIM BERMEO | CHIEF PHILANTHROPY OFFICER | 0.1% of Rev | ||
| MARTIN CHALIFOUR | PRINCIPAL CONCERTMASTER | 0.1% of Rev | ||
| MEGHAN MARTINEAU | Artistic Director | 0.1% of Rev | ||
| SUSAN REARDON | Board Member | 0.1% of Rev | ||
| JOHANNA REES | Board Member | 0.1% of Rev | ||
| ROBERT DEMAINE | STAFF MUSICIAN | 0.1% of Rev | ||
| ANDREW BAIN | PRINCIPAL MUSICIAN | 0.1% of Rev | ||
| GENEVIEVE DUNAWAY | Treasurer | 0.1% of Rev | ||
| NORA BRADY | Vice President | 0.1% of Rev | ||
| ELSJE KIBLE-VERMASS | Vice President | 0.1% of Rev | ||
| SUMMER BJORK | CHIEF OF STAFF (AS OF 4/21) | 0.1% of Rev | ||
| KAREN STURGES | Treasurer | 0.1% of Rev | ||
| PHIL KOESTER | Vice President | 0.1% of Rev | ||
| RENAE WILLIAMS NILES | CHIEF CONTENT OFFICER (AS OF 4/21) | — | ||
| THOMAS BECKMEN | Board President | — | ||
| DAVID C BOHNETT | Board President | — | ||
| DONALD P DE BRIER | Board President | — | ||
| DAVID MELINE | Board President | — | ||
| JONATHAN KAGAN | Board President | — | ||
| DR RONALD D SUGAR | Board Member | — | ||
| JERROLD L EBERHARDT | Board President | — | ||
| JANE B EISNER | Board President | — | ||
| DIANE B PAUL | Board President | — | ||
| JAY RASULO | Board President | — | ||
| GREGORY A ADAMS | Board Member | — | ||
| JULIE ANDREWS | Board Member | — | ||
| WALLIS ANNENBERG | Board Member | — | ||
| LYNN A BOOTH | Board Member | — | ||
| REVETA F BOWERS | Board President | — | ||
| LINDA P BRITTAN | Board Member | — | ||
| JENNIFER BRODER | Board Member | — | ||
| KAWANNA BROWN | Board Member | — | ||
| ANDREA CHAO-KHARMA | Board Member | — | ||
| R MARTIN CHAVEZ | Board Member | — | ||
| CHRISTIAN CHIVAROLI | Board Member | — | ||
| MARI L DANIHEL | Board Member | — | ||
| LOUISE D EDGERTON | Board Member | — | ||
| LISA FIELD | Board Member | — | ||
| DAVID GINDLER | Board Member | — | ||
| JENNIFER MILLER GOFF | Board Member | — | ||
| LENORE S GREENBERG | Board Member | — | ||
| CAROL COLBURN GRIGOR | Board Member | — | ||
| MEGAN HERNANDEZ | Board Member | — | ||
| TEENA HOSTOVICH | Board Member | — | ||
| DARIOUSH KHALEDI | Board Member | — | ||
| LOUISE PEEBLES | Board Member | — | ||
| FRANCOIS MOBASSER | Board Member | — | ||
| MARGARET MORGAN | Board Member | — | ||
| LEITH O'LEARY | Board Member | — | ||
| R JOSEPH PLASCENCIA | Board Member | — | ||
| SANDY PRESSMAN | Board Member | — | ||
| ANN RONUS | Board Member | — | ||
| LAURA ROSENWALD | Board Member | — | ||
| NANCY S SANDERS | Board President | — | ||
| GABRIELLE STARR | Board Member | — | ||
| JAY STEIN | Board President | — | ||
| CHRISTIAN STRACKE | Board President | — | ||
| JASON SUBOTKY | Board Member | — | ||
| JACK SUZAR | Board Member | — | ||
| SUE TSAO | Board Member | — | ||
| JON VEIN | Board Member | — | ||
| MEGAN WATANABE | Board Member | — | ||
| ALYCE DE ROULET WILLIAMSON | Board Member | — | ||
| IRWIN WINKLER | Board Member | — | ||
| DEBRA WONG YANG | Board Member | — | ||
| BARBARA DAMEREL | Board Member | — | ||
| DAVID A FORD | Board Member | — | ||
| ANTONIA HERNANDEZ | Board Member | — | ||
| ALFRED FRAIJO JR | Board Member | — | ||
| RICHARD RAFFETTO | Board Member | — | ||
| MARTI FARLEY | Board Member | — |
Tax year 2021
| Name | Title | Phone | Compensation | |
|---|---|---|---|---|
| GUSTAVO DUDAMEL | Artistic Director | 1.7% of Rev | ||
| SIMON WOODS | Executive Director | 0.5% of Rev | ||
| CHAD SMITH | Executive Director | 0.3% of Rev | ||
| GAIL SAMUEL AS OF 0120 | Board President | 0.3% of Rev | ||
| KATHLEEN KANETHRU 120 | CHIEF ADVANCEMENT OFFICER | 0.2% of Rev | ||
| MARTIN CHALIFOUR | PRINCIPAL CONCERTMASTER | 0.2% of Rev | ||
| ALISON SOWDENTHRU 620 | Treasurer | 0.2% of Rev | ||
| MONA PATEL | Vice President | 0.2% of Rev | ||
| KEVIN R WAPNER | STAGEHAND | 0.2% of Rev | ||
| NATHAN COLE | FIRST ASSOCIATE CONCERTMASTER | 0.2% of Rev | ||
| ANDREW BAIN | PRINCIPAL MUSICIAN | 0.2% of Rev | ||
| THOMAS HOOTEN | PRINCIPAL TRUMPET | 0.2% of Rev | ||
| PHIL KOESTERTHRU 220 | Vice President | 0.1% of Rev | ||
| MEGHAN MARTINEAU | Artistic Director | 0.1% of Rev | ||
| DANIEL SONG | Vice President | 0.1% of Rev | ||
| LAURA CONNELLY | Vice President | 0.1% of Rev | ||
| ELSJE KIBLE-VERMASS | Vice President | 0.1% of Rev | ||
| GENEVIEVE DUNAWAY | Treasurer | 0.1% of Rev | ||
| NORA BRADY | Vice President | 0.1% of Rev | ||
| THOMAS BECKMEN | Board President | — | ||
| DAVID C BOHNETT | Board President | — | ||
| DONALD P DE BRIER | Board President | — | ||
| DAVID MELINE | Board President | — | ||
| ERIC L SMALL THRU 0420 | Board President | — | ||
| DR RONALD D SUGAR | Board President | — | ||
| JACK SUZAR | PHILANTHROPIC COUNSEL | — | ||
| JERROLD L EBERHARDT | Board President | — | ||
| JANE B EISNER | Board President | — | ||
| CAROL COLBURN GRIGOR | Board President | — | ||
| JONATHAN KAGAN | Board President | — | ||
| DIANE B PAUL | Board President | — | ||
| JAY RASULO | Board President | — | ||
| GREGORY A ADAMS | Board Member | — | ||
| JULIE ANDREWS | Board Member | — | ||
| WALLIS ANNENBERG | Board Member | — | ||
| LYNN A BOOTH | Board Member | — | ||
| REVETA F BOWERS | Board Member | — | ||
| LINDA P BRITTAN | Board Member | — | ||
| JENNIFER BRODER | Board Member | — | ||
| KAWANNA BROWN | Board Member | — | ||
| ANDREA CHAO-KHARMA | Board Member | — | ||
| R MARTIN CHAVEZ | Board Member | — | ||
| CHRISTIAN CHIVAROLI | Board Member | — | ||
| DAN CLIVNERTHRU 520 | Board Member | — | ||
| MARI L DANIHEL | Board Member | — | ||
| LOUISE D EDGERTON | Board Member | — | ||
| LISA FIELD | Board Member | — | ||
| JOSHUA FRIEDMANTHRU 420 | Board Member | — | ||
| DAVID GINDLER | Board Member | — | ||
| JENNIFER MILLER GOFF | Board Member | — | ||
| LENORE S GREENBERG | Board Member | — | ||
| MEGAN HERNANDEZ | Board Member | — | ||
| TEENA HOSTOVICH | Board Member | — | ||
| SARAH KETTERERTHRU 0620 | Board Member | — | ||
| DARIOUSH KHALEDI | Board Member | — | ||
| LOUISE PEEBLES | Board Member | — | ||
| FRANCOIS MOBASSER | Board Member | — | ||
| MARGARET MORGAN | Board Member | — | ||
| YOUNES NAZARIANTHRU 0220 | Board Member | — | ||
| LEITH O'LEARY | Board Member | — | ||
| R JOSEPH PLASCENCIA | Board Member | — | ||
| SANDY PRESSMAN | Board Member | — | ||
| ANN RONUS | Board Member | — | ||
| JENNIFER ROSENFELD | Board Member | — | ||
| LAURA ROSENWALD | Board Member | — | ||
| NANCY S SANDERS | Board Member | — | ||
| GABRIELLE STARR | Board Member | — | ||
| JAY STEIN | Board Member | — | ||
| CHRISTIAN STRACKE | Board Member | — | ||
| JASON SUBOTKY | Board Member | — | ||
| SUE TSAO | Board Member | — | ||
| JON VEIN | Board Member | — | ||
| MEGAN WATANABE | Board Member | — | ||
| ALYCE DE ROULET WILLIAMSON | Board Member | — | ||
| IRWIN WINKLER | Board Member | — | ||
| DEBRA WONG YANG | Board Member | — | ||
| BARBARA DAMEREL | Board Member | — | ||
| DAVID A FORD | Board Member | — | ||
| ANTONIA HERNANDEZ | Board Member | — | ||
| KAREN STURGES | Treasurer | — | ||
| MARGIE KIM BERMEO | CHIEF ADVANCEMENT OFF. (AS OF 02/20) | — |
Officer contact details, exact compensation figures, and active litigation are available to verified members.
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Score breakdown
Score breakdown
Financial resilience
50 / 100
weight 40%
Governance risk
55 / 100
weight 40%
Program scale
60 / 100
weight 20%
Overall
54 / 100
Developing
The three components combine into a single 0–100 score weighted as shown. Full methodology →
Peer comparison
Compared to 1,424 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.
What's driving this score
- Comp-to-revenue ratio of 5.1% 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.