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
42
Score
Governance
50
Score
Financial
60
Score
Program
0
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 | — | — | — | 42 | Fragile | Decline Risk | |
| 2022 | — | — | 3.5% | 48 | Fragile | Stable Watch | |
| 2021 | — | — | 2.6% | 48 | Fragile | Recovery | |
| 2020 | — | — | 4.5% | 42 | Fragile | Decline Risk | |
| 2019 | — | — | 6.2% | 44 | Fragile | Stable Watch | |
| 2018 | — | — | 1.3% | 46 | Fragile | Recovery | |
| 2017 | — | — | 22.9% | 37 | Fragile | Gov Risk | |
| 2016 | — | — | 20.2% | 41 | Fragile | Recovery | |
| 2015 | — | — | — | 39 | Fragile | Stable Watch | |
| 2014 | — | — | — | 39 | Fragile | Stable Watch | |
| 2013 | — | — | — | 39 | Fragile | Recovery | |
| 2012 | — | — | 36.3% | 36 | Governance-Stressed | Gov Risk | |
| 2011 | — | — | 30.0% | 36 | Governance-Stressed | Gov Risk |
Officer compensation history
Tax year 2023
| Name | Title | Phone | Compensation | |
|---|---|---|---|---|
| CITY NATIONAL BANK | Unspecified Role | Hidden | ||
| DARRELL ANDERSON | Board President | — | ||
| DAVID EMMES | EXECUTIVE COMMITTEE | — | ||
| SCOTT FLANDERS | Board Member | — | ||
| STEPHEN FRY | Board President | — | ||
| ALLEN HUNTER | Board Member | — | ||
| JAMES MUZZY | Board Member | — | ||
| DR JAMES PICK | Board President | — | ||
| ANNETTE WILEY | Board President | — | ||
| GLENN PETERS | Board Member | — | ||
| KRISTEN SCHMIDT | Board Member | — | ||
| KELLIE WEBB | Board Member | — | ||
| DAVID LAKE | EXECUTIVE COMMITTEE | — | ||
| ANTON SEGERSTROM | EXECUTIVE COMMITTEE | — | ||
| TERI KENNADY | EXECUTIVE COMMITTEE | — | ||
| KELLY SMITH | Treasurer | — | ||
| HEIDI ZUCKERMAN | Executive Director | — | ||
| LINDA MAGGARD | Secretary | — | ||
| LISA MERAGE | Board President | — | ||
| STEVEROUSH | Treasurer | — | ||
| LUCY SUN | Board President | — | ||
| DAN CAMERON | Artistic Director | — |
Tax year 2022
| Name | Title | Phone | Compensation | |
|---|---|---|---|---|
| Board Member | Hidden | |||
| ALISON HOEVEN | Board Member | — | ||
| JULIA HOLLAND | Board Member | — | ||
| TERI KENNADY | Board Member | — | ||
| MARK KERSLAKE | Board Member | — | ||
| CHERYL KIDDOO | Board Member | — | ||
| DAVID LAKE | Board Member | — | ||
| HEIDI LYNN | Board Member | — | ||
| LINDA MAGGARD | Board Member | — | ||
| ELLEN MARSHALL | Board Member | — | ||
| LILLY MERAGE | Board Member | — | ||
| LISA MERAGE | Board Member | — | ||
| BOB OLSON | Board Member | — | ||
| GERRY PARSKY | Board Member | — | ||
| JAMES PICK | Board Member | — | ||
| J STEVEN ROUSH | Board Member | — | ||
| PAMELA SCHMIDER | Board Member | — | ||
| TRACY SCHROEDER | Board Member | — | ||
| ANTON SEGERSTROM | Board Member | — | ||
| CONNIE SPENUZZA | Board Member | — | ||
| HAROLD STRUCK | Board Member | — | ||
| LUCY SUN | Board Member | — | ||
| JENNIFER VAN BERGH | Board Member | — | ||
| CRAIG WELLS | Board Member | — | ||
| ANNETTE WILEY | Board Member | — | ||
| JAMES BERGENER | Board Member | — | ||
| BARBARA BLUHM-KAUL | Board Member | — | ||
| PHIL BOND | Board Member | — | ||
| LAUREN CHALMERS | Board Member | — | ||
| DAVID EMMES | Board Member | — | ||
| SUSAN ETCHANDY | Board Member | — | ||
| IDIT FERDER | Board Member | — | ||
| SEAN GREEN | Board Member | — | ||
| DEBRA GUNN DOWNING | Board Member | — | ||
| JOHN GUNNIN | Board Member | — | ||
| GLENN PETERS | Board Member | — | ||
| DENNIS SZAKACS | Board Member | — | ||
| TODD SMITH | Executive Director | — | ||
| KRISTEN SCHMIDT | Board Member | — | ||
| KELLIE WEBB | Board Member | — | ||
| DAVID LAKE | EXECUTIVE COMMITTEE | — | ||
| ANTON SEGERSTROM | EXECUTIVE COMMITTEE | — | ||
| DARRELL ANDERSON | Board President | — | ||
| DAVID EMMES | EXECUTIVE COMMITTEE | — | ||
| SCOTT FLANDERS | Board Member | — | ||
| STEPHEN FRY | Board President | — | ||
| ALLEN HUNTER | Board Member | — | ||
| ELLEN MARSHALL | Board President | — | ||
| JAMES MUZZY | Board Member | — | ||
| DR JAMES PICK | Board President | — | ||
| J STEVEN ROUSH | Treasurer | — | ||
| CRAIG WELLS | Board President | — | ||
| ANNETTE WILEY | Board President | — | ||
| KELLY SMITH | Treasurer | — | ||
| HEIDI ZUCKERMAN | Board Member | — | ||
| TERI KENNADY | EXECUTIVE COMMITTEE | — | ||
| DAN CAMERON | Artistic Director | — |
Tax year 2021
| Name | Title | Phone | Compensation | |
|---|---|---|---|---|
| DAVID EMMES II | EXECUTIVE COMMITTEE | — | ||
| ELLEN R MARSHALL | Board President | — | ||
| DR JAMES B PICK | Board President | — | ||
| J STEVEN ROUSH | Treasurer | — | ||
| CRAIG W WELLS | Board President | — | ||
| ANNETTE WILEY | Board President | — | ||
| DAVID LAKE | EXECUTIVE COMMITTEE | — | ||
| ANTON SEGERSTROM | EXECUTIVE COMMITTEE | — | ||
| TERI KENNADY | EXECUTIVE COMMITTEE | — | ||
| HEIDI ZUCKERMAN | Board Member | — | ||
| ALISON HOEVEN | Board Member | — | ||
| HAL STRUCK | Board Member | — | ||
| LISA MERAGE | Board Member | — | ||
| STEVEN ROUSH | Board Member | — | ||
| SUSAN ETCHANDY | Board Member | — | ||
| TRACY SCHROEDER | Board Member | — | ||
| MARK KERSLAKE | Board Member | — | ||
| JULIA HOLLAND | Board Member | — | ||
| ROBIN KALOTA | Board Member | — | ||
| CHRIS VAN DUSEN | Board Member | — | ||
| CURT LYON | Board Member | — | ||
| DEBRA GUNN DOWNING | Board Member | — | ||
| HEIDI LYNN | Board Member | — | ||
| JAMES BERGENER | Board Member | — | ||
| JOHN GUNNIN | Board Member | — | ||
| PAMELA SCHMIDER | Board Member | — | ||
| LAUREN CHALMERS | Board Member | — | ||
| JENNIFER VAN BERGH | Board Member | — | ||
| LILLY MERAGE | Board Member | — | ||
| Board Member | — | |||
| KELLY SMITH | 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
60 / 100
weight 40%
Governance risk
50 / 100
weight 40%
Program scale
0 / 100
weight 20%
Overall
42 / 100
Priority Review
The three components combine into a single 0–100 score weighted as shown. Full methodology →
Peer comparison
Compared to 163 other orgs in CA with NTEE prefix A1.
Most-divergent component: program score sits 31 points below the peer median (0 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 44 → 42 over 5 years (declining by 2 points).
What's driving this score
- All-volunteer org with no paid officers — governance signal is neutral (default 50), not absent.
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.