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 829 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.