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.
Request access
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 830 other orgs in CA with NTEE prefix A6.

Most-divergent component: financial score sits 3 points below the peer median (30 vs. 33).

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.