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.
Title
Representative Institutions
Institutional Epochs
Historical Performance
| Year | Revenue | Top Comp | Comp % Rev | Score | Phase Label | Outlook | Details |
|---|---|---|---|---|---|---|---|
| 2021 | — | — | 10.2% | 45 | Fragile | Stable Watch | |
| 2020 | — | — | 13.1% | 45 | Fragile | Stable Watch | |
| 2019 | — | — | 12.6% | 45 | Fragile | Recovery | |
| 2018 | — | — | — | 29 | Critical Intervention Needed | Decline Risk | |
| 2017 | — | — | — | 42 | Fragile | Recovery | |
| 2016 | — | — | 8.9% | 50 | Fragile | Recovery | |
| 2015 | — | — | 13.3% | 45 | Fragile | Decline Risk | |
| 2014 | — | — | 9.5% | 50 | Fragile | Recovery | |
| 2013 | — | — | 13.3% | 45 | Fragile | Recovery | |
| 2012 | — | — | 41.3% | 36 | Governance-Stressed | Gov Risk |
Officer compensation history
Tax year 2022
| Name | Title | Phone | Compensation | |
|---|---|---|---|---|
| JEROME BERMAN | EXECUTIVE DIREC | 10.2% of Rev | ||
| JOHN D HOFBAUER MD | Board President | — | ||
| JOHN D MATRISCIANO MD | Board President | — | ||
| PEGGY LANCE-LITTLE | Secretary | — | ||
| RICHARD GERBER | Treasurer | — |
Score breakdown
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 17 points above the peer median (50 vs. 33).
5-year trend: Steady State
No extreme longitudinal divergence detected. The organization is maintaining its current operational philosophy.
Overall score has gone from 42 → 45 over 5 years (improving by 3 points).
What's driving this score
- Comp-to-revenue ratio of 10.2% sits within the sector's healthy band (18–22%).
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.