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
50
Score
Governance
55
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 |
|---|---|---|---|---|---|---|---|
| 2023 | — | — | 9.4% | 50 | Fragile | Decline Risk | |
| 2022 | — | — | 2.1% | 55 | Fragile | Recovery | |
| 2021 | — | — | 5.0% | 53 | Fragile | Decline Risk | |
| 2020 | — | — | 6.6% | 54 | Fragile | Stable Watch | |
| 2019 | — | — | 2.4% | 55 | Fragile | Stable Watch | |
| 2018 | — | — | 1.6% | 55 | Fragile | Stable Watch | |
| 2017 | — | — | 2.5% | 55 | Fragile | Stable Watch | |
| 2016 | — | — | 3.3% | 55 | Fragile | Recovery | |
| 2015 | — | — | 11.2% | 47 | Fragile | Gov Risk | |
| 2014 | — | — | 5.0% | 55 | Fragile | Stable Watch | |
| 2013 | — | — | 5.2% | 54 | Fragile | Decline Risk | |
| 2012 | — | — | 8.8% | 50 | Fragile | Decline Risk | |
| 2011 | — | — | 4.4% | 55 | Fragile | Stable Watch |
Officer compensation history
Tax year 2023
| Name | Title | Phone | Compensation | |
|---|---|---|---|---|
| KATHRYN KANJO | Executive Director | 3.6% of Rev | ||
| CHARLES E CASTLE | Treasurer | 2.1% of Rev | ||
| ELIZABETH YANG HELLEWELL | Board Member | 1.5% of Rev | ||
| KAREN FOX | Board Member | — | ||
| MARCIA HAZAN | Board Member | — | ||
| MARGARET JACKSON | Board Member | — | ||
| GAIL KNOX | Board Member | — | ||
| JENNIFER LEVITT | Board Member | — | ||
| DR FENNER MILTON | Board Member | — | ||
| GARNA MULLER | Board Member | — | ||
| JENNIFER NELSON | Board Member | — | ||
| ELIZABETH PHELPS | Board Member | — | ||
| NORA SARGENT | Board Member | — | ||
| DAGMAR SMEK | Board Member | — | ||
| CHRIS BIRCHBY | Board Member | — | ||
| LAURENCE BLOCH | Board Member | — | ||
| NEVINS MCBRIDE | Board Member | — | ||
| ALESSANDRA MOCTEZUMA | Board Member | — | ||
| DR SHELDON MORRIS | Board Member | — | ||
| MARCOS RAMIREZ ERRE | Board Member | — | ||
| STEVE STRAUSS | Board Member | — | ||
| DR RICHARD ATKINSON | Board Member | — | ||
| DR PAUL JACOBS | Board President | — | ||
| MARYANNE PFISTER | Board President | — | ||
| COLETTE CARSON ROYSTON | Board President | — | ||
| RYAN HERRELL | Secretary | — | ||
| BARBARA ARLEDGE | Board Member | — | ||
| VIVECA BISSONNETTE | Board Member | — | ||
| CHRISTOPHER CALKINS | Board Member | — | ||
| DR MARSHA CHANDLER | Board Member | — | ||
| DR CHARLES COCHRANE | Board Member | — | ||
| ISABEL COPPEL | Board Member | — | ||
| CAROLYN FARRIS | Board Member | — |
Tax year 2022
| Name | Title | Phone | Compensation | |
|---|---|---|---|---|
| KATHRYN KANJO | Executive Director | 3.3% of Rev | ||
| CHARLES E CASTLE | Treasurer | 2.1% of Rev | ||
| ELIZABETH YANG HELLEWELL | Board Member | 1.4% of Rev | ||
| TRULETTE M CLAYES | CONTROLLER | 1.1% of Rev | ||
| DR PAUL JACOBS | Board President | — | ||
| MELISSA BARTELL | Board President | — | ||
| KAREN COHN | Board President | — | ||
| COLETTE CARSON ROYSTON | Board President | — | ||
| RYAN HERRELL | Secretary | — | ||
| BARBARA ARLEDGE | Board Member | — | ||
| DR MARY F BERGLUND | Board Member | — | ||
| VIVECA BISSONNETTE | Board Member | — | ||
| BARBARA BLOOM | Board Member | — | ||
| NANCY BROWAR | Board Member | — | ||
| CHRISTOPHER CALKINS | Board Member | — | ||
| DR MARSHA CHANDLER | Board Member | — | ||
| DR CHARLES COCHRANE | Board Member | — | ||
| ISABEL COPPEL | Board Member | — | ||
| CAROLYN FARRIS | Board Member | — | ||
| KAREN FOX | Board Member | — | ||
| MARCIA HAZAN | Board Member | — | ||
| MARGARET JACKSON | Board Member | — | ||
| GAIL KNOX | Board Member | — | ||
| JENNIFER LEVITT | Board Member | — | ||
| DR FENNER MILTON | Board Member | — | ||
| GARNA MULLER | Board Member | — | ||
| JENNIFER NELSON | Board Member | — | ||
| RUKIYE SMITH | Board Member | — | ||
| ELIZABETH PHELPS | Board Member | — | ||
| NORA SARGENT | Board Member | — | ||
| DAGMAR SMEK | Board Member | — |
Tax year 2021
| Name | Title | Phone | Compensation | |
|---|---|---|---|---|
| KATHRYN KANJO | Executive Director | 3.3% of Rev | ||
| CHARLES E CASTLE | Treasurer | 2.5% of Rev | ||
| ELIZABETH YANG HELLEWELL | Board Member | 1.3% of Rev | ||
| TRULETTE M CLAYES | CONTROLLER | 1.1% of Rev | ||
| HUGH M DAVIES | FORMER CAMPAIGN/EXPANSION DIR. | — | ||
| DR PAUL JACOBS | Board President | — | ||
| MELISSA BARTELL | Board President | — | ||
| MARYANNE C PFISTER | Board President | — | ||
| KAREN COHN | Board President | — | ||
| COLETTE CARSON ROYSTON | Board President | — | ||
| RYAN HERRELL | Secretary | — | ||
| BARBARA ARLEDGE | Board Member | — | ||
| LINNEA ARRINGTON | Board Member | — | ||
| DR MARY F BERGLUND | Board Member | — | ||
| VIVECA BISSONNETTE | Board Member | — | ||
| BARBARA BLOOM | Board Member | — | ||
| NANCY BROWAR | Board Member | — | ||
| CHRISTOPHER CALKINS | Board Member | — | ||
| DR MARSHA CHANDLER | Board Member | — | ||
| CHARLIE COCHRANE | Board Member | — | ||
| ISABEL COPPEL | Board Member | — | ||
| CAROLYN FARRIS | Board Member | — | ||
| MARCIA HAZAN | Board Member | — | ||
| MARGARET JACKSON | Board Member | — | ||
| JENNIFER LEVITT | Board Member | — | ||
| DR FENNER MILTON | Board Member | — | ||
| JENNIFER NELSON | Board Member | — | ||
| RUKIYE OYGAR | Board Member | — | ||
| ELIZABETH PHELPS | Board Member | — | ||
| NORA SARGENT | Board Member | — | ||
| DAGMAR SMEK | Board Member | — | ||
| MATTHEW STRAUSS | 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
40 / 100
weight 40%
Governance risk
55 / 100
weight 40%
Program scale
60 / 100
weight 20%
Overall
50 / 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.
Overall score has gone from 55 → 50 over 5 years (declining by 5 points).
What's driving this score
- Comp-to-revenue ratio of 9.4% 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.