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
47
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 |
|---|---|---|---|---|---|---|---|
| 2024 | Hidden | Hidden | — | — | Unknown | — | |
| 2023 | — | — | 13.8% | 47 | Fragile | Gov Risk | |
| 2022 | — | — | 11.9% | 47 | Fragile | Recovery | |
| 2021 | — | — | 24.9% | 49 | Governance-Stressed | Recovery | |
| 2020 | — | — | 16.7% | 33 | Critical Intervention Needed | Decline Risk | |
| 2019 | — | — | 13.8% | 39 | Fragile | Gov Risk | |
| 2018 | — | — | 11.1% | 39 | Fragile | Recovery | |
| 2017 | — | — | 11.8% | 35 | Critical Intervention Needed | Decline Risk | |
| 2016 | — | — | 11.2% | 37 | Financially Distressed | Decline Risk | |
| 2015 | — | — | 8.9% | 44 | Fragile | Recovery | |
| 2014 | — | — | 8.3% | 40 | Financially Distressed | Decline Risk | |
| 2013 | — | — | 6.4% | 44 | Fragile | Recovery | |
| 2012 | — | — | 8.7% | 38 | Financially Distressed | Decline Risk | |
| 2011 | — | — | 7.0% | 42 | Fragile | Stable Watch |
Officer compensation history
Tax year 2025
| Name | Title | Phone | Compensation | |
|---|---|---|---|---|
| GRANT GERSHON | Artistic Director | 3.4% of Rev | ||
| ELIZABETH GREENWAY | CHIEF ADVANCEMENT OFFICER | 1.7% of Rev | ||
| TERRY KNOWLES | Executive Director | 1.5% of Rev | ||
| STEVEN NEIFFER | CHIEF FINANCIAL OFFICER | 1.4% of Rev | ||
| LISA EDWARDS | PRINCIPAL ACCOMPANIST | 1.3% of Rev | ||
| JENNIFER URBANO | INTERIM CHIEF MARKETING OFFICER | 1.3% of Rev | ||
| PAMELA PERKINS-DWYER | MAJOR GIFTS OFFICER | 1.3% of Rev | ||
| KEVIN KOELBL | Artistic Director | 1.0% of Rev | ||
| CHING YEE JENNY WONG | Artistic Director | 1.0% of Rev | ||
| EDWARD J MCANIFF | Board Member | — | ||
| NASEEM NIXON | Board Member | — | ||
| CASPER PARTOVI | Board Member | — | ||
| LISA RICHARDSON | Board Member | — | ||
| LAURA SMOLOWE | Board Member | — | ||
| TOM STRICKLER | Board Member | — | ||
| ANDREA D WILLIAMS | Board Member | — | ||
| PHILIP A SWAN | Board President | — | ||
| SUSAN ERBURU REARDON | Board President | — | ||
| ALEX G ROMAIN | Treasurer | — | ||
| COURTLAND PALMER | Secretary | — | ||
| MILES BENICKES | Board Member | — | ||
| BRYANT DANNER | Board Member | — | ||
| JENNIFER DIENER | Board Member | — | ||
| ANN GRAHAM EHRINGER | Board Member | — | ||
| LORNA FITZGERALD | Board Member | — | ||
| DAVID GINDLER | Board Member | — | ||
| MARTHA GROVES | Board Member | — | ||
| ROBERT HANISEE | Board Member | — | ||
| KRISTIN TECHENTIN HARRISON | Board Member | — | ||
| JENN HOANG | Board Member | — | ||
| JENNY SOONJIN KIM | Board Member | — | ||
| SHAWN KRAVICH | Board Member | — | ||
| RON MYRICK | Board Member | — |
Tax year 2023
| Name | Title | Phone | Compensation | |
|---|---|---|---|---|
| GRANT GERSHON | Artistic Director | 3.3% of Rev | ||
| JEAN DAVIDSON | Executive Director | 2.3% of Rev | ||
| ELIZABETH GREENWAY | CHIEF ADVANCEMENT OFFICER | 1.5% of Rev | ||
| STEVEN NEIFFER | CHIEF FINANCIAL OFFICER | 1.1% of Rev | ||
| LISA EDWARDS | PRINCIPAL ACCOMPANIST | 1.0% of Rev | ||
| MARK BERRY | CHIEF MARKETING OFFICER | 1.0% of Rev | ||
| KEVIN KOELBL | Artistic Director | 1.0% of Rev | ||
| PHILIP A SWAN | Board President | — | ||
| ANNETTE ERMSHAR | Board President | — | ||
| SUSAN ERBURU REARDON | Board President | — | ||
| CHERYL PETERSEN | Board President | — | ||
| DAVID GINDLER | Treasurer | — | ||
| COURTLAND PALMER | Secretary | — | ||
| ALEX G ROMAIN | Treasurer | — | ||
| BRYANT DANNER | Board Member | — | ||
| JENNIFER DIENER | Board Member | — | ||
| MARTHA GROVES | Board Member | — | ||
| ROBERT HANISEE | Board Member | — | ||
| KRISTEN TECHENTIN HARRISON | Board Member | — | ||
| JENN HOANG | Board Member | — | ||
| JENNY SOONJIN KIM | Board Member | — | ||
| SHAWN KRAVICH | Board Member | — | ||
| EDWARD J MCANIFF | Board Member | — | ||
| CASPER PARTOVI | Board Member | — | ||
| LAURA SMOLOWE | Board Member | — | ||
| TOM STRICKLER | Board Member | — | ||
| ELAYNE TECHENTIN | Board Member | — | ||
| ANDREA D WILLIAMS | Board Member | — |
Tax year 2022
| Name | Title | Phone | Compensation | |
|---|---|---|---|---|
| GRANT GERSHON | Artistic Director | 2.8% of Rev | ||
| JEAN DAVIDSON | Executive Director | 2.0% of Rev | ||
| ELIZABETH GREENWAY | CHIEF ADVANCEMENT OFFICER | 1.3% of Rev | ||
| LISA EDWARDS | PRINCIPAL ACCOMPANIST | 0.9% of Rev | ||
| STEVEN NEIFFER | CHIEF FINANCIAL OFFICER | 0.9% of Rev | ||
| MARK BERRY | CHIEF MARKETING OFFICER | 0.9% of Rev | ||
| PHILIP A SWAN | Board President | — | ||
| ANNETTE ERMSHAR | Board President | — | ||
| CHERYL PETERSEN | Board President | — | ||
| DAVID GINDLER | Treasurer | — | ||
| COURTLAND PALMER | Secretary | — | ||
| ALEX G ROMAIN | Treasurer | — | ||
| BRYANT DANNER | Board Member | — | ||
| JENNIFER DIENER | Board Member | — | ||
| ROBERT HANISEE | Board Member | — | ||
| KRISTEN TECHENTIN HARRISON | Board Member | — | ||
| JENN HOANG | Board Member | — | ||
| JENNY SOONJIN KIM | Board Member | — | ||
| SHAWN KRAVICH | Board Member | — | ||
| EDWARD J MCANIFF | Board Member | — | ||
| LAURA SMOLOWE | Board Member | — | ||
| TOM STRICKLER | Board Member | — | ||
| ELAYNE TECHENTIN | Board Member | — | ||
| ANDREA D WILLIAMS | Board Member | — | ||
| MARTHA GROVES | Board Member | — |
Tax year 2021
| Name | Title | Phone | Compensation | |
|---|---|---|---|---|
| GRANT GERSHON | Artistic Director | 2.7% of Rev | ||
| JEAN DAVIDSON | Executive Director | 2.1% of Rev | ||
| ELIZABETH GREENWAY | CHIEF ADVANCEMENT OFFICER | 1.4% of Rev | ||
| LISA EDWARDS | PRINCIPAL ACCOMPANIST | 1.0% of Rev | ||
| MARK BERRY | CHIEF MARKETING OFFICER | 0.9% of Rev | ||
| STEVEN NEIFFER | CHIEF FINANCIAL OFFICER | 0.9% of Rev | ||
| PETER RYBOLT | Board Member | — | ||
| LAURA SMOLOWE | Board Member | — | ||
| ELAYNE TECHENTIN | Board Member | — | ||
| ANDREA WILLIAMS | Board Member | — | ||
| PHILIP A SWAN | Board President | — | ||
| ANNETTE ERMSHAR | Board President | — | ||
| JON REWINSKI | Board President | — | ||
| LEEBA LESSIN | Treasurer | — | ||
| COURTLAND PALMER | Secretary | — | ||
| BRYANT DANNER | Board Member | — | ||
| DAVID GINDLER | Board Member | — | ||
| MARTHA GROVES | Board Member | — | ||
| ROBERT HANISEE | Board Member | — | ||
| JENNIFER HOANG | Board Member | — | ||
| JENNY KIM | Board Member | — | ||
| EDWARD J MCANIFF | Board Member | — | ||
| CHERYL PETERSEN | Board Member | — | ||
| MADISON RICHARDSON | Board Member | — | ||
| ALEX ROMAIN | Board Member | — | ||
| JENNIFER ROSENFELD | 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
50 / 100
weight 40%
Program scale
60 / 100
weight 20%
Overall
47 / 100
Developing
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
- Comp-to-revenue ratio of 13.8% 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.