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
40
Score
Governance
55
Score
Financial
15
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 | Hidden | Hidden | 8.1% | 40 | Financially Distressed | Decline Risk | |
| 2022 | — | — | 4.8% | 51 | Fragile | Recovery | |
| 2021 | — | — | 11.7% | 50 | Fragile | Recovery | |
| 2020 | — | — | 12.4% | 46 | Fragile | Recovery | |
| 2019 | — | — | 8.4% | 42 | Fragile | Stable Watch | |
| 2018 | — | — | 2.5% | 43 | Fragile | Recovery | |
| 2017 | — | — | 4.2% | 37 | Financially Distressed | Recovery | |
| 2016 | — | — | — | 32 | Critical Intervention Needed | Decline Risk | |
| 2015 | — | — | — | 32 | Critical Intervention Needed | Decline Risk | |
| 2014 | — | — | — | 40 | Fragile | Stable Watch | |
| 2013 | — | — | — | 40 | Fragile | Recovery | |
| 2012 | — | — | 7.4% | 38 | Financially Distressed | Decline Risk | |
| 2011 | — | — | 5.8% | 42 | Fragile | Recovery | |
| 2010 | — | — | 15.2% | 47 | Fragile | Stable Watch |
Officer compensation history
Tax year 2025
| Name | Title | Phone | Compensation | |
|---|---|---|---|---|
| DANIEL FELDMAN | Artistic Director | 2.6% of Rev | ||
| KORY KELLY UNTIL 12024 | CHIEF MARKETING & COMMS OFFICER | 1.6% of Rev | ||
| ALEXANDER WANG | CHIEF DEVELOPMENT OFFICER | 1.5% of Rev | ||
| THOMAS YAMAMOTO UNTIL 72024 | CHIEF FINANCIAL & ADMIN OFFICER | 1.2% of Rev | ||
| JENNIFER SLATTERY | ASSOCIATE PRODUCER | 1.2% of Rev | ||
| ERIN BAKER | Board President | — | ||
| JULIE GUTIERREZ | Board President | — | ||
| LEIGH T OLIVAR | Secretary | — | ||
| SHERI BALL | Board Member | — | ||
| MARYLOU BOONE | Board Member | — | ||
| DENNIS CORNELL | Board Member | — | ||
| BRANDON DICKERSON | Board Member | — | ||
| PEGGY EBRIGHT | Board Member | — | ||
| BETH FERNANDEZ | Board Member | — | ||
| CRISTINA HERNANDEZ | Board Member | — | ||
| MELANIE HOLDEN | Board Member | — | ||
| Y-VONNE HUTCHINSON | Board Member | — | ||
| JANE KACZMAREK | Board Member | — | ||
| BRAD KING | Board Member | — | ||
| HARMON KONG | Board Member | — | ||
| BRANDON LEVIN | Board Member | — | ||
| JIM MCCARTHY | Board Member | — | ||
| KEN MCCORMICK | Board Member | — | ||
| ALFRED MOLINA | Board Member | — | ||
| BINGO RONCELLI | Board Member | — | ||
| JEFF SMITH | Board Member | — | ||
| ANNE SUNSHINE | Board Member | — | ||
| PATTY BARAJAS TAVERA | Board Member | — | ||
| BERNHARD VON THADEN | Board Member | — | ||
| BONNIE WONGTRAKOOL | Board Member | — |
Tax year 2023
| Name | Title | Phone | Compensation | |
|---|---|---|---|---|
| DANIEL FELDMAN | Artistic Director | 2.5% of Rev | ||
| LISA WHITNEY | CHIEF FINANCIAL & ADMIN OF | 1.8% of Rev | ||
| KORY KELLY | CHIEF MARKETING & COMMS OF | 1.4% of Rev | ||
| JENNIFER SLATTERY | ASSOCIATE PRODUCER | 1.1% of Rev | ||
| MARYLOU BOONE | Board Member | — | ||
| PEGGY EBRIGHT | Board Member | — | ||
| BETH FERNANDEZ | Board Member | — | ||
| SHEILA GRETHER-MARION | Board Member | — | ||
| JULIE GUTIERREZ | Board Member | — | ||
| CRISTINA HERNANDEZ | Board Member | — | ||
| MELANIE HOLDEN | Board Member | — | ||
| JANE KACZMAREK | Board Member | — | ||
| BRAD KING | Board Member | — | ||
| JIM MCCARTHY | Board Member | — | ||
| LEIGH T OLIVAR | Board Member | — | ||
| BINGO RONCELLI | Board Member | — | ||
| JEFF SMITH | Board Member | — | ||
| LILAH STANGELAND | Board Member | — | ||
| ERIN BAKER | Board President | — | ||
| SHERI BALL | Secretary | — | ||
| DENNIS CORNELL | Board President | — | ||
| KEN MCCORMICK | Treasurer | — |
Tax year 2022
| Name | Title | Phone | Compensation | |
|---|---|---|---|---|
| DANIEL FELDMAN | Artistic Director | 2.0% of Rev | ||
| LISA WHITNEY | CHIEF FINANCIAL & ADMIN OFFICER | 1.6% of Rev | ||
| KORY KELLY | CHIEF MARKETING & COMMS OFFICER | 1.4% of Rev | ||
| JENNIFER SLATTERY | ASSOCIATE PRODUCER | 1.1% of Rev | ||
| MARYLOU BOONE | Board Member | — | ||
| DAVID DICRISTOFARO | Board Member | — | ||
| PEGGY EBRIGHT | Board Member | — | ||
| BETH FERNANDEZ | Board Member | — | ||
| SHEILA GRETHER-MARION | Board Member | — | ||
| JULIE GUTIERREZ | Board Member | — | ||
| CRISTINA HERNANDEZ | Board Member | — | ||
| MELANIE HOLDEN | Board Member | — | ||
| JANE KACZMAREK | Board Member | — | ||
| BRAD KING | Board Member | — | ||
| JIM MCCARTHY | Board Member | — | ||
| LEIGH T OLIVAR | Board Member | — | ||
| BINGO RONCELLI | Board Member | — | ||
| JEFF SMITH | Board Member | — | ||
| LILAH STANGELAND | Board Member | — | ||
| ERIN BAKER | Board President | — | ||
| SHERI BALL | Secretary | — | ||
| DENNIS CORNELL | Board President | — | ||
| KEN MCCORMICK | Treasurer | — |
Tax year 2021
| Name | Title | Phone | Compensation | |
|---|---|---|---|---|
| DANIEL FELDMAN | Artistic Director | 1.9% of Rev | ||
| LISA WHITNEY | Treasurer | 1.4% of Rev | ||
| KORY KELLY | DIR. MARKETING & COMMUNICA | 1.4% of Rev | ||
| NANCY BAXTER | DIR. OF DEVELOPMENT (UNTIL 2/2020) | 1.1% of Rev | ||
| MARYLOU BOONE | Board Member | — | ||
| DAVID DICRISTOFARO | Board Member | — | ||
| PEGGY EBRIGHT | Board Member | — | ||
| BETH FERNANDEZ | Board Member | — | ||
| SHEILA GRETHER-MARION | Board Member | — | ||
| JULIE GUTIERREZ | Board Member | — | ||
| JANE KACZMAREK | Board Member | — | ||
| BRAD KING | Board Member | — | ||
| JIM MCCARTHY | Board Member | — | ||
| LEIGH T OLIVAR | Board Member | — | ||
| BINGO RONCELLI | Board Member | — | ||
| ANNE ROTHENBERG | Board Member | — | ||
| JEFF SMITH | Board Member | — | ||
| LILAH STANGELAND | Board Member | — | ||
| ERIN BAKER | Board President | — | ||
| SHERI BALL | Secretary | — | ||
| DENNIS CORNELL | Board President | — | ||
| KEN MCCORMICK | 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
15 / 100
weight 40%
Governance risk
55 / 100
weight 40%
Program scale
60 / 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 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 8.1% 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.