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
Institutional Health Scores
5-yr trend: Steady State ↓
Overall
39
Score
Governance
58
Score
Financial
10
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 | — | — | 3.0% | 39 | Financially Distressed | Recovery | |
| 2022 | — | — | 5.7% | 52 | Fragile | Recovery | |
| 2021 | — | — | 18.8% | 49 | Fragile | Recovery | |
| 2020 | — | — | 5.7% | 44 | Financially Distressed | Decline Risk | |
| 2019 | — | — | 4.1% | 49 | Fragile | Recovery | |
| 2018 | — | — | 4.6% | 45 | Financially Distressed | Decline Risk | |
| 2017 | — | — | 3.5% | 49 | Fragile | Recovery | |
| 2016 | — | — | 4.8% | 45 | Financially Distressed | Decline Risk | |
| 2015 | — | — | 3.6% | 49 | Fragile | Recovery | |
| 2014 | — | — | 4.4% | 45 | Financially Distressed | Decline Risk | |
| 2013 | — | — | 3.1% | 49 | Fragile | Recovery | |
| 2012 | — | — | 3.6% | 39 | Financially Distressed | Decline Risk | |
| 2011 | — | — | 3.8% | 45 | Financially Distressed | Stable Watch |
Officer compensation history
Tax year 2023
| Name | Title | Phone | Compensation | |
|---|---|---|---|---|
| MICHAEL RITCHIE | Artistic Director | 1.8% of Rev | ||
| MEGHAN PRESSMAN | Executive Director | 1.0% of Rev | ||
| DOUGLAS BAKER | Board Member | 0.6% of Rev | ||
| CHERYL SHEPHERD | CHIEF FINANCIAL OFFICER | 0.5% of Rev | ||
| MICHAEL ENNIS THRU 10621 | Board Member | 0.4% of Rev | ||
| DEBORAH WARREN | Board Member | 0.3% of Rev | ||
| CAMILLE SCHENKKAN | Board Member | 0.3% of Rev | ||
| JOSEPH HAMLIN | Board Member | 0.3% of Rev | ||
| SARAH STURDIVANT | Treasurer | 0.3% of Rev | ||
| JODY HORWITZ | Board Member | 0.3% of Rev | ||
| NAUSICA STERGIOU | GENERAL MANAGER-MTF & KDT | 0.3% of Rev | ||
| YVONNE BELL | FORMER DIR INSTITUTIONAL ADV | 0.2% of Rev | ||
| KIKI RAMOS GINDLER | Board President | — | ||
| AMY R FORBES | Board President | — | ||
| WILLIAM R LINDSAY | Board President | — | ||
| WILLIAM H AHMANSON | Board President | — | ||
| MILES BENICKES | Board President | — | ||
| GAIL BERMAN-MASTERS | Board President | — | ||
| STANLEY IEZMAN | Secretary | — | ||
| DAVID QUIGG | Treasurer | — | ||
| HARRY ABRAMS | Board Member | — | ||
| MICHELLE A AVAN | Board Member | — | ||
| JONATHAN AXEL | Board Member | — | ||
| PAMELA BECK | Board Member | — | ||
| THOM BEERS | Board Member | — | ||
| JANA BEZDEK | Board Member | — | ||
| BETSY BORNS | Board Member | — | ||
| DIANA BUCKHANTZ | Board Member | — | ||
| DANNIELLE CAMPOS RAMIREZ | Board Member | — | ||
| WENDY CHANG | Board Member | — | ||
| JILL CHOZEN | Board Member | — | ||
| SARAH CLOSSEY | Board Member | — | ||
| CHRISTINE CRONIN-HURST | Board Member | — | ||
| BRADFORD W EDGERTON MD | Board Member | — | ||
| CECILIA ESTOLANO | Board Member | — | ||
| NOAH FRANCIS | Board Member | — | ||
| GARY FRISCHLING | Board Member | — | ||
| RON GILLYARD | Board Member | — | ||
| PATRICIA GLASER | Board Member | — | ||
| MANUELA CERRI GOREN | Board Member | — | ||
| MAX GOUSSE | Board Member | — | ||
| ROBERT GREENBLATT | Board Member | — | ||
| JASON GRODE | Board Member | — | ||
| ALIZA KARNEY GUREN | Board Member | — | ||
| PAUL JAMES | Board Member | — | ||
| GERARD MCCALLUM II | Board Member | — | ||
| LOUISE MORIARTY | Board Member | — | ||
| KARI NAKAMA | Board Member | — | ||
| JAMIE PATRICOF | Board Member | — | ||
| PHILIP PAVEL | Board Member | — | ||
| JEFFREY C REYNOLDS | Board Member | — | ||
| EDWARD RING | Board Member | — | ||
| LAURA ROSENWALD | Board Member | — | ||
| BRUCE L ROSS | Board Member | — | ||
| ELLIOTT SERNEL | Board Member | — | ||
| GLEN A SONNENBERG | Board Member | — | ||
| SANDRA STERN | Board Member | — | ||
| MARSHA TAUBER SALLAI | Board Member | — | ||
| BONNIE VITTI | Board Member | — | ||
| MATTHEW WALDEN | Board Member | — | ||
| RICHARD WEITZ | Board Member | — | ||
| HATTIE WINSTON | Board Member | — |
Tax year 2022
| Name | Title | Phone | Compensation | |
|---|---|---|---|---|
| MICHAEL RITCHIE | Artistic Director | 1.1% of Rev | ||
| MEGHAN PRESSMAN | Executive Director | 0.8% of Rev | ||
| YVONNE BELL THRU 033121 | Board Member | 0.7% of Rev | ||
| DOUGLAS BAKER | Board Member | 0.6% of Rev | ||
| CHERYL SHEPHERD | CHIEF FINANCIAL OFFICER | 0.5% of Rev | ||
| MICHAEL ENNIS | Board Member | 0.5% of Rev | ||
| DEBORAH WARREN | Board Member | 0.4% of Rev | ||
| JAMES SIMS | Board Member | 0.3% of Rev | ||
| KERRY KORF | Board Member | 0.3% of Rev | ||
| JOSEPH HAMLIN | Board Member | 0.3% of Rev | ||
| JASON CABRAL | Board Member | 0.3% of Rev | ||
| WILLIAM H AHMANSON | CHAIRMAN | — | ||
| KIKI RAMOS GINDLER | Board President | — | ||
| BRINDELL ROBERTS GOTTLIEB | Board President | — | ||
| WILLIAM R LINDSAY | Board President | — | ||
| AMY R FORBES | Secretary | — | ||
| DAVID QUIGG | Treasurer | — | ||
| HARRY ABRAMS | Board Member | — | ||
| MICHELLE A AVAN | Board Member | — | ||
| JONATHAN AXEL | Board Member | — | ||
| PAMELA BECK | Board Member | — | ||
| THOM BEERS | Board Member | — | ||
| MILES BENICKES | Board Member | — | ||
| GAIL BERMAN-MASTERS | Board Member | — | ||
| JANA BEZDEK | Board Member | — | ||
| BETSY BORNS | Board Member | — | ||
| DIANA BUCKHANTZ | Board Member | — | ||
| DANNIELLE CAMPOS RAMIREZ | Board Member | — | ||
| WENDY CHANG | Board Member | — | ||
| JILL CHOZEN | Board Member | — | ||
| CHRISTINE CRONIN-HURST | Board Member | — | ||
| BRADFORD W EDGERTON MD | Board Member | — | ||
| NOAH FRANCIS | Board Member | — | ||
| GARY FRISCHLING | Board Member | — | ||
| REBECCA GEORGE | Board Member | — | ||
| RON GILLYARD | Board Member | — | ||
| PATRICIA GLASER | Board Member | — | ||
| MANUELA CERRI GOREN | Board Member | — | ||
| MAX GOUSSE | Board Member | — | ||
| ROBERT GREENBLATT | Board Member | — | ||
| JASON GRODE | Board Member | — | ||
| ALIZA KARNEY GUREN | Board Member | — | ||
| GEORGE V HAUSLER | Board Member | — | ||
| STANLEY IEZMAN | Board Member | — | ||
| PAUL JAMES | Board Member | — | ||
| JODY LIPPMAN | Board Member | — | ||
| LOUISE MORIARTY | Board Member | — | ||
| KARI NAKAMA | Board Member | — | ||
| PHILIP PAVEL | Board Member | — | ||
| LAURA ROSENWALD | Board Member | — | ||
| BRUCE L ROSS | Board Member | — | ||
| DONNA SCHWEERS | Board Member | — | ||
| ELLIOTT SERNEL | Board Member | — | ||
| GLEN A SONNENBERG | Board Member | — | ||
| SANDRA STERN | Board Member | — | ||
| MARSHA TAUBER SALLAI | Board Member | — | ||
| BONNIE VITTI | Board Member | — | ||
| RICHARD WEITZ | Board Member | — | ||
| HATTIE WINSTON | Board Member | — | ||
| MATTHEW WALDEN | Board Member | — |
Tax year 2021
| Name | Title | Phone | Compensation | |
|---|---|---|---|---|
| MICHAEL RITCHIE | Artistic Director | 1.3% of Rev | ||
| YVONNE BELL | Board Member | 0.7% of Rev | ||
| CHERYL SHEPHERD | CHIEF FINANCIAL OFFICER | 0.6% of Rev | ||
| DOUGLAS BAKER | Board Member | 0.6% of Rev | ||
| MEGHAN PRESSMAN | Executive Director | 0.4% of Rev | ||
| LESLIE JOHNSON THRU 11119 | Board Member | 0.4% of Rev | ||
| MICHAEL ENNIS | Board Member | 0.4% of Rev | ||
| DEBORAH WARREN | Board Member | 0.4% of Rev | ||
| JAMES SIMS | Board Member | 0.3% of Rev | ||
| JOSEPH HAMLIN | Board Member | 0.3% of Rev | ||
| JASON CABRAL | DIRESTOR OF ADVANCEMENT OPERATIONS & ANALYTICS | 0.3% of Rev | ||
| WILLIAM H AHMANSON | CHAIRMAN | — | ||
| KIKI RAMOS GINDLER | Board President | — | ||
| BRINDELL ROBERTS GOTTLIEB | Board President | — | ||
| WILLIAM R LINDSAY | Board President | — | ||
| AMY R FORBES | Secretary | — | ||
| DAVID QUIGG | Treasurer | — | ||
| HARRY ABRAMS | Board Member | — | ||
| JONATHAN AXEL | Board Member | — | ||
| PAMELA BECK | Board Member | — | ||
| MILES BENICKES | Board Member | — | ||
| GAIL BERMAN-MASTERS | Board Member | — | ||
| JANA BEZDEK | Board Member | — | ||
| BETSY BORNS | Board Member | — | ||
| DIANA BUCKHANTZ | Board Member | — | ||
| DANNIELLE CAMPOS RAMIREZ | Board Member | — | ||
| JILL CHOZEN | Board Member | — | ||
| SUSANNE DANIELS | Board Member | — | ||
| BRADFORD W EDGERTON MD | Board Member | — | ||
| GARY FRISCHLING | Board Member | — | ||
| REBECCA GEORGE | Board Member | — | ||
| PATRICIA GLASER | Board Member | — | ||
| MANUELA CERRI GOREN | Board Member | — | ||
| ROBERT GREENBLATT | Board Member | — | ||
| JASON GRODE | Board Member | — | ||
| ALIZA KARNEY GUREN | Board Member | — | ||
| GEORGE V HAUSLER | Board Member | — | ||
| STANLEY IEZMAN | Board Member | — | ||
| PAUL JAMES | Board Member | — | ||
| JODY LIPPMAN | Board Member | — | ||
| LOUISE MORIARTY | Board Member | — | ||
| KARI NAKAMA | Board Member | — | ||
| DANIEL PALMER | Board Member | — | ||
| PHILIP PAVEL | Board Member | — | ||
| LAURA ROSENWALD | Board Member | — | ||
| BRUCE L ROSS | Board Member | — | ||
| CARMEN SCHAYE | Board Member | — | ||
| DONNA SCHWEERS | Board Member | — | ||
| ELLIOTT SERNEL | Board Member | — | ||
| GLENN A SONNENBERG | Board Member | — | ||
| SANDRA STERN | Board Member | — | ||
| BONNIE VITTI | Board Member | — | ||
| MARSHALL TRENCKMANN | Board Member | — | ||
| MATTHEW WALDEN | Board Member | — | ||
| MICHELLE A AVAN | Board Member | — | ||
| THOM BEERS | Board Member | — | ||
| CHRISTINE CRONIN-HURST | Board Member | — |
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Score breakdown
Score breakdown
Financial resilience
10 / 100
weight 40%
Governance risk
58 / 100
weight 40%
Program scale
60 / 100
weight 20%
Overall
39 / 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.
Overall score has gone from 49 → 39 over 5 years (declining by 10 points). A multi-year directional move of this magnitude is a signal worth investigating.
What's driving this score
- Comp-to-revenue ratio of 3.0% sits within the sector's healthy band (18–22%).
- Financial resilience score in the bottom quartile — reserves and liabilities ratios warrant review.
What would change this score
The two changes that would most improve this score:
- 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.