Steady State
Steady State
Steady State Market Archetype Mechanical Natural
Tier
Priority Review
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
The Stewardship
Institutional Health Scores
5-yr trend: Steady State ↑
Overall
44
Score
Governance
55
Score
Financial
25
Score
Program
60
Score

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 — — 5.4% 44 Financially Distressed Decline Risk
2022 — — 3.6% 53 Fragile Stable Watch
2021 — — 4.1% 53 Fragile Recovery
2020 — — 4.7% 41 Fragile Recovery
2019 — — 3.6% 35 Financially Distressed Decline Risk
2018 — — 3.5% 37 Financially Distressed Decline Risk
2017 — — 3.4% 41 Fragile Recovery
2016 — — 2.4% 39 Fragile Decline Risk
2015 — — 2.7% 41 Fragile Stable Watch
2014 — — 3.9% 41 Fragile Stable Watch
2013 — — 3.0% 41 Fragile Recovery
2012 — — 4.0% 35 Financially Distressed Decline Risk
2011 — — 3.5% 43 Financially Distressed Stable Watch

Officer compensation history

Tax year 2025

Name Title Phone Email Compensation
RACHEL S MOORE Executive Director 1.5% of Rev
HOWARD SHERMAN Vice President 0.6% of Rev
BONNIE GOODMAN Vice President 0.5% of Rev
WILLIAM TAYLOR Treasurer 0.4% of Rev
MARY J RAMIREZ Vice President 0.4% of Rev
SHELBY BOAGNI Vice President 0.4% of Rev
VALENTINE GELMAN Vice President 0.3% of Rev
KEITH MCTAGUE DIR. BUILDING SERVICES 0.3% of Rev
CHERYL BROWN Vice President 0.3% of Rev
RYAN LEBETSAMER STAGE HEAD 0.3% of Rev
JULIA DIAMOND Vice President 0.3% of Rev
CINDY MISCIKOWSKI Board President —
ROBERT J ABERNETHY Board President —
DARRELL R BROWN Board President —
DIANE G MEDINA Secretary —
SUSAN M WEGLEITNER Treasurer —
CHARLES F ADAMS Board Member —
WILLIAM H AHMANSON Board Member —
JILL C BALDAUF Board Member —
SUSAN E BAUMGARTEN Board Member —
PHOEBE BEASLEY Board Member —
THOMAS L BECKMEN Board Member —
KRISTIN BURR Board Member —
DANNIELLE CAMPOS Board Member —
ELIZABETH KHURI CHANDLER Board Member —
AMY R FORBES Board Member —
GREG T GEYER Board Member —
JOAN E HERMAN Board Member —
JEFFREY M HILL Board Member —
JONATHAN B HODGE Board Member —
MARY ANN HUNT-JACOBSEN Board Member —
CARL JORDAN Board Member —
RICHARD B KENDALL Board Member —
TERRI M KOHL Board Member —
LILY LEE Board Member —
CARY J LEFTON Board Member —
KEITH R LEONARD JR Board Member —
DAVID B LIPPMAN Board Member —
KELSEY N MARTIN Board Member —
SUSAN M MATT Board Member —
ELIZABETH MICHELSON Board Member —
DARRELL D MILLER Board Member —
TERESITA NOTKIN Board Member —
MICHAEL J PAGANO Board Member —
CYNTHIA M PATTON Board Member —
KAREN KAY PLATT Board Member —
JOSEPH J RICE Board Member —
MELISSA ROMAIN Board Member —
BEVERLY P RYDER Board Member —
MARIA S SALINAS Board Member —
CORINNE JESSIE SANCHEZ Board Member —
MIMI SONG Board Member —
MATTHEW J SPENCE Board Member —
JOHNESE SPISSO Board Member —
MICHAEL STOCKTON Board Member —
PHILIP A SWAN Board Member —
TIMOTHY S WAHL Board Member —
JENNIFER M WALSKE Board Member —
JAY S WINTROB Board Member —

Tax year 2023

Name Title Phone Email Compensation
RACHEL S MOORE Executive Director 1.4% of Rev
HOWARD SHERMAN Vice President 0.5% of Rev
BONNIE GOODMAN Vice President 0.4% of Rev
VALENTINE GELMAN Vice President 0.4% of Rev
WILLIAM TAYLOR Treasurer 0.4% of Rev
MARY J RAMIREZ Vice President 0.4% of Rev
KEITH MCTAGUE DIR. BUILDING SERVICES 0.3% of Rev
MING NG DANCE PRESENTATION 0.3% of Rev
CAROLYN VAN BRUNT Vice President 0.3% of Rev
BEDROS OHANIAN DIR. SECURITY & LIFE SAFETY 0.2% of Rev
CHERYL BROWN Vice President 0.2% of Rev
CHARLES F ADAMS Board Member —
WILLIAM H AHMANSON Board Member —
WALLIS ANNENBERG Board Member —
JILL BALDAUF Board Member —
SUSAN BAUMGARTEN Board Member —
PHOEBE BEASLEY Board Member —
THOMAS L BECKMEN Board Member —
KIMAADA BROWN Board Member —
DANNIELLE CAMPOS Board Member —
GREG GEYER Board Member —
LISA GILFORD Board Member —
JEFFREY HILL Board Member —
CARL JORDAN Board Member —
STEFANIE KANE Board Member —
KENT KRESA Board Member —
TERRI KOHL Board Member —
LILY LEE Board Member —
CARY LEFTON Board Member —
KEITH LEONARD JR Board Member —
DAVID LIPPMAN Board Member —
RICHARD LYNN MARTINEZ Board Member —
MATTIE MCFADDEN-LAWSON Board Member —
ELIZABETH MICHELSON Board Member —
DARRELL MILLER Board Member —
SHELBY NOTKIN Board Member —
MICHAEL PAGANO Board Member —
CYNTHIA PATTON Board Member —
KAREN KAY PLATT Board Member —
JOSEPH RICE Board Member —
MELISSA ROMAIN Board Member —
BEVERLY RYDER Board Member —
MARIA SALINAS Board Member —
LISA SEE Board Member —
MIMI SONG Board Member —
MATTHEW J SPENCE Board Member —
JOHNESE SPISSO Board Member —
PHILIP SWAN Board Member —
WALTER F ULLOA Board Member —
TIMOTHY S WAHL Board Member —
JENNIFER WALSKE Board Member —
ALYCE DE ROULET WILLIAMSON Board Member —
JAY WINTROB Board Member —
ROBERT J ABERNETHY Board President —
DARRELL BROWN Board President —
DIANE G MEDINA Secretary —
CYNTHIA MISCIKOWSKI Board President —
SUSAN WEGLEITNER Treasurer —

Tax year 2022

Name Title Phone Email Compensation
RACHEL S MOORE Executive Director 1.5% of Rev
HOWARD SHERMAN Vice President 0.5% of Rev
VALENTINE GELMAN Vice President 0.4% of Rev
BONNIE GOODMAN Vice President 0.4% of Rev
WILLIAM TAYLOR Treasurer 0.4% of Rev
MARY J RAMIREZ Vice President 0.4% of Rev
KEITH MCTAGUE DIR. BUILDING SERVICES 0.3% of Rev
CAROLYN VAN BRUNT Vice President 0.3% of Rev
MING NG DANCE PRESENTATION 0.2% of Rev
BEDROS OHANIAN DIR. SECURITY & LIFE SAFETY 0.2% of Rev
JASON CLARK DIR. PRODUCTION 0.2% of Rev
CHARLES F ADAMS Board Member —
WILLIAM H AHMANSON Board Member —
WALLIS ANNENBERG Board Member —
JILL BALDAUF Board Member —
SUSAN BAUMGARTEN Board Member —
PHOEBE BEASLEY Board Member —
THOMAS L BECKMEN Board Member —
KIMAADA BROWN Board Member —
DANNIELLE CAMPOS Board Member —
GREG GEYER Board Member —
LISA GILFORD Board Member —
KIKI RAMOS GINDLER Board Member —
JEFFREY HILL Board Member —
MARIA ROSARIO JACKSON Board Member —
CARL JORDAN Board Member —
GLENN KAINO Board Member —
STEFANIE KANE Board Member —
TERRI KOHL Board Member —
CARY LEFTON Board Member —
DAVID LIPPMAN Board Member —
RICHARD LYNN MARTINEZ Board Member —
MATTIE MCFADDEN-LAWSON Board Member —
ELIZABETH MICHELSON Board Member —
DARRELL MILLER Board Member —
SHELBY NOTKIN Board Member —
MICHAEL PAGANO Board Member —
CYNTHIA PATTON Board Member —
KAREN KAY PLATT Board Member —
JOSEPH RICE Board Member —
MELISSA ROMAIN Board Member —
BEVERLY RYDER Board Member —
MARIA SALINAS Board Member —
LISA SEE Board Member —
MIMI SONG Board Member —
MATTHEW J SPENCE Board Member —
MARC I STERN Board Member —
PHILIP SWAN Board Member —
WALTER F ULLOA Board Member —
TIMOTHY S WAHL Board Member —
ALYCE DE ROULET WILLIAMSON Board Member —
JAY WINTROB Board Member —
ROBERT J ABERNETHY Board President —
DARRELL BROWN Board President —
DIANE G MEDINA Secretary —
CYNTHIA MISCIKOWSKI Board President —
SUSAN WEGLEITNER Treasurer —

Tax year 2021

Name Title Phone Email Compensation
RACHEL S MOORE Executive Director 1.3% of Rev
HOWARD SHERMAN Vice President 0.5% of Rev
VALENTINE GELMAN Vice President 0.4% of Rev
WILLIAM TAYLOR Treasurer 0.4% of Rev
BONNIE GOODMAN Vice President 0.4% of Rev
MARY J RAMIREZ Vice President 0.4% of Rev
KEITH MCTAGUE DIR. BUILDING SERVICES 0.3% of Rev
EMMET D KAISER HEAD OF CARPENTRY 0.3% of Rev
RYAN R LEBETSAMER HEAD OF ELECTRIC 0.3% of Rev
CAROLYN VAN BRUNT Vice President 0.3% of Rev
BRAD D BRINKMAN HEAD OF AUDIO AND VIDEO 0.3% of Rev
CHARLES F ADAMS Board Member —
WILLIAM H AHMANSON Board Member —
WALLIS ANNENBERG Board Member —
JILL BALDAUF Board Member —
SUSAN BAUMGARTEN Board Member —
PHOEBE BEASLEY Board Member —
THOMAS L BECKMEN Board Member —
DARRELL BROWN Board Member —
KIMAADA BROWN Board Member —
DANNIELLE CAMPOS Board Member —
C DANIEL EWELL Board Member —
GREG GEYER Board Member —
LISA GILFORD Board Member —
KIKI RAMOS GINDLER Board Member —
MARIA ROSARIO JACKSON Board Member —
CARL JORDAN Board Member —
GLENN KAINO Board Member —
STEFANIE KANE Board Member —
TERRI KOHL Board Member —
CARY LEFTON Board Member —
DAVID LIPPMAN Board Member —
RICHARD LYNN MARTINEZ Board Member —
MATTIE MCFADDEN-LAWSON Board Member —
ELIZABETH MICHELSON Board Member —
DARRELL MILLER Board Member —
SHELBY NOTKIN Board Member —
MICHAEL PAGANO Board Member —
CYNTHIA PATTON Board Member —
KAREN KAY PLATT Board Member —
JOSEPH RICE Board Member —
RICHARD K ROEDER Board Member —
MELISSA ROMAIN Board Member —
MARIA SALINAS Board Member —
LISA SEE Board Member —
MIMI SONG Board Member —
MATTHEW J SPENCE Board Member —
MARC I STERN Board Member —
PHILIP SWAN Board Member —
WALTER F ULLOA Board Member —
TIMOTHY S WAHL Board Member —
ALYCE DE ROULET WILLIAMSON Board Member —
JAY WINTROB Board Member —
ROBERT J ABERNETHY Board President —
DIANE G MEDINA Secretary —
CYNTHIA MISCIKOWSKI Board President —
SUSAN WEGLEITNER Treasurer —
Officer contact details, exact compensation figures, and active litigation are available to verified members.
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Score breakdown

Score breakdown

Financial resilience
25 / 100
weight 40%
Governance risk
55 / 100
weight 40%
Program scale
60 / 100
weight 20%
Overall
44 / 100
Priority Review

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

What would change this score

The two changes that would most improve this score:

  1. 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.