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
40
Score
Governance
50
Score
Financial
30
Score
Program
30
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
2025 Hidden Hidden — — Unknown —
2024 Hidden Hidden — — Unknown —
2023 Hidden Hidden — 40 Financially Distressed Recovery
2022 — — — 37 Financially Distressed Decline Risk
2021 — — — 44 Fragile Recovery
2020 — — — 38 Financially Distressed Decline Risk
2019 — — — 42 Fragile Recovery
2018 — — — 39 Fragile Stable Watch
2017 — — — 39 Fragile Stable Watch
2016 — — — 39 Fragile Stable Watch
2015 — — — 39 Fragile Recovery
2014 — — — 31 Critical Intervention Needed Decline Risk
2013 — — — 39 Fragile Stable Watch
2012 — — — 35 Fragile Stable Watch
2011 — — — 35 Fragile Stable Watch

Officer compensation history

Tax year 2025

Name Title Phone Email Compensation
ERIC POLIN Secretary —
FRANK HANDY Board President —
JONATHAN HASKELL Treasurer —
MARC CARUSO Board President —
CHERYL POTTS Secretary —
TYE HUNTLEY Treasurer —
TONY ALEXANDER Board President —
CRYSTAL MORRIS Board President —
KEITHAN MELTON Secretary —
TRINA SMITH Treasurer —
REE GUYER Board President —
DUFF BERSCHBACK Board President —
ART LEVY Secretary —
STEVEN WHITE Treasurer —
MICHAEL LAU Board President —
DEBBIE ROSE Board President —
JOHN OZIER Board President —
COURTNEY CRIST Board President —
JANINE EBACH Secretary —
KARI BARNHART Treasurer —
JEFF PACHMAN Board President —
DEBBIE ROSE Board President —
ART LEVY Secretary —
JOSEPH BORRINO Treasurer —
DAVID QUAN Treasurer —
YVONNE DRAZAN Secretary —
ERIC POLIN Board President —
FRANK HANDY Board President —
TONY ALEXANDER Board President —
CRYSTAL MORRIS Board President —
CHERYL POTTS Secretary —
TYE HUNTLEY Treasurer —

Tax year 2023

Name Title Phone Email Compensation
TERI NELSON CARPENTER Board President —
STEVEN WHITE Treasurer —
ART LEVY Secretary —
FRANK HANDY Treasurer —
BARBRIE QUINN Secretary —
MARC CARUSO Board President —
CHRIS VAN BELKOM Secretary —
REE GUYER Board President —
JOHN OZIER Board President —
DEBBIE ROSE Board President —
MICHAEL LAU Board President —
EMILY BOARDMAN Treasurer —

Tax year 2022

Name Title Phone Email Compensation
TERI NELSON CARPENTER Board President —
MARC CARUSO Board President —
BARBIE QUINN Secretary —
FRANK HANDY Treasurer —
YVONNE DRAZAN Board Member —
TODD BRABEC Board Member —
ERIN M JACOBSON Board Member —
GINIA EADY-MARSHALL Board Member —
JONATHAN HASKELL Board Member —
ABBY NORTH Board Member —
ERIC POLIN Board Member —
MARLA LUDWIG Board Member —
MARIO PRINS Board Member —
MIKE TODD Board Member —
MICHAEL LAU Board President —
DEBBIE ROSE Board President —
ARTHUR LEVY Secretary —
STEVE WHITE Treasurer —
JULIA BUCHHEIM Board Member —
PHIL CIALDELLA Board Member —
ANTONELLA DISAVERIO Board Member —
JOYCE DOLLINGER Board Member —
RELL LAFARGUE Board Member —
JEFF PACHMAN Board Member —
MELANIE SANTA ROSA Board Member —
BROOKE PRIMONT Board Member —
MICHAEL SIMON Board Member —
SHARON TAPPER Board Member —
JOHN OZIER Board President —
REE GUYER Board President —
CHRIS VAN BELKOM Secretary —
EMILY BOARDMAN Treasurer —
DUFF BERSCHBACK Board Member —
ET BROWN Board Member —
MARK BROWN Board Member —
ROBERT CARLTON Board Member —
COURTNEY CRIST Board Member —
SHANNAN HATCH Board Member —
ALEX HEDDLE Board Member —
TIM HUNZE Board Member —
MICHAEL MARTIN Board Member —
LESLIE ROBERTS Board Member —
SHANNON SANDERS Board Member —
MIKE SISTAD Board Member —
LIZ REDWING Board Member —
BECCA WASSERMAN Board Member —
COURTNEY KRUCKEBERG Board Member —
KENDALL LETTOW ADMIN ASSISTANT - NASHVILLE —

Tax year 2021

Name Title Phone Email Compensation
TERI NELSON CARPENTER Board President —
MARC CARUSO Board President —
BARBIE QUINN Secretary —
FREANK HANDY Treasurer —
YVONNE DRAZAN Board Member —
TODD BRABEC Board Member —
ERIN M JACOBSON Board Member —
GINIA EADY-MARSHALL Board Member —
CASSIE LORD Board Member —
ABBY NORTH Board Member —
ERIC POLIN Board Member —
MARLA LUDWIG Board Member —
MARIO PRINS Board Member —
MIKE TODD Board Member —
LIZ REDWING Board Member —
MICHAEL LAU Board President —
DEBBIE ROSE Board President —
ARTHUR LEVY Secretary —
STEVE WHITE Treasurer —
JULIA BUCHHEIM Board Member —
PHIL CIALDELLA Board Member —
ANTONELLA DISAVERIO Board Member —
JOYCE DOLLINGER Board Member —
RELL LAFARGUE Board Member —
JEFF PACHMAN Board Member —
MELANIE SANTA ROSA Board Member —
DANA SIEGEL Board Member —
MICHAEL SIMON Board Member —
SHARON TAPPER Board Member —
BECCA WASSERMAN Board Member —
JOHN OZIER Board President —
REE GUYER Board President —
CHRIS VAN BELKOM Secretary —
EMILY BOARDMAN Treasurer —
DUFF BERSCHBACK Board Member —
ET BROWN Board Member —
MARK BROWN Board Member —
ROBERT CARLTON Board Member —
COURTNEY CRIST Board Member —
SHANNAN HATCH Board Member —
ALEX HEDDLE Board Member —
TIM HUNZE Board Member —
MICHAEL MARTIN Board Member —
LESLIE ROBERTS Board Member —
SHANNON SANDERS Board Member —
MIKE SISTAD Board Member —
COURTNEY KRUCKEBERG Board Member —
KENDALL LETTOW 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
30 / 100
weight 40%
Governance risk
50 / 100
weight 40%
Program scale
30 / 100
weight 20%
Overall
40 / 100
Priority Review

The three components combine into a single 0–100 score weighted as shown. Full methodology →

Peer comparison

Compared to 1,425 other orgs in CA with NTEE prefix A6.

Most-divergent component: financial score sits 23 points below the peer median (30 vs. 53).

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.