Steady State
Steady State
Market
Archetype
Mechanical
Natural
Tier
Developing
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
51
Score
Governance
58
Score
Financial
40
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 |
|---|---|---|---|---|---|---|---|
| 2025 | Hidden | Hidden | — | — | Unknown | — | |
| 2024 | Hidden | Hidden | — | — | Unknown | — | |
| 2023 | Hidden | Hidden | 4.8% | 51 | Fragile | Recovery | |
| 2022 | — | — | 5.9% | 48 | Fragile | Recovery | |
| 2021 | — | — | 9.6% | 46 | Fragile | Recovery | |
| 2020 | — | — | 9.5% | 42 | Financially Distressed | Decline Risk | |
| 2019 | — | — | 4.6% | 53 | Fragile | Recovery | |
| 2018 | — | — | 6.0% | 38 | Financially Distressed | Decline Risk | |
| 2017 | — | — | 6.0% | 42 | Financially Distressed | Decline Risk | |
| 2016 | — | — | 7.6% | 46 | Fragile | Decline Risk | |
| 2015 | — | — | 4.4% | 54 | Fragile | Recovery | |
| 2014 | — | — | 4.0% | 47 | Financially Distressed | Decline Risk | |
| 2013 | — | — | 3.8% | 49 | Financially Distressed | Decline Risk | |
| 2012 | — | — | 3.8% | 51 | Fragile | Decline Risk | |
| 2011 | — | — | 1.8% | 55 | Fragile | Stable Watch |
Officer compensation history
Tax year 2026
| Name | Title | Phone | Compensation | |
|---|---|---|---|---|
| ANDREW MORGAN | Executive Director | 4.6% of Rev | ||
| STEVEN PRIETO | Board President | — | ||
| LINDA C NELSON | Treasurer | — | ||
| CURTIS M THOMPSON MD | Board President | — | ||
| MARRIE SCHAEFER | Secretary | — | ||
| JOHN L KNOREK ESQ | COUNSEL | — | ||
| JAMES H MCCOY | Board President | — | ||
| LINN ALBER | Board Member | — | ||
| JOE BOCK | Board Member | — | ||
| PAMELA ANDELIN CAMERON | Board Member | — | ||
| JULIA F CHERRY | Board Member | — | ||
| SUZANNE B ENGEL | Board Member | — | ||
| KEITH KALWAY | Board Member | — | ||
| DAVID FRANKLIN | Board Member | — | ||
| EMILIO GOMEZ | Board Member | — | ||
| DAVID A KELIIKULI | Board Member | — | ||
| FLORIA KOMER | Board Member | — | ||
| JAMES T LEAVITT ESQ | Board Member | — | ||
| DORETTE PS LUKE | Board Member | — | ||
| NOREEN MULLIKEN | Board Member | — | ||
| JEAN E ROLLES | Board Member | — | ||
| AARON J SALA | Board Member | — | ||
| JULI SHAINDLIN | Board Member | — | ||
| DAVID Y TAKAGI | Board Member | — | ||
| NIKLAUS THRAPP | Board Member | — | ||
| CAROLYN A BERRY WILSON | Board Member | — | ||
| VERONICA WONG | Board Member | — | ||
| LEIGHTON YUEN | Board Member | — | ||
| ANDREA ZANNONI | Board Member | — | ||
| ROBERT K DALEY | Board Member | — | ||
| BRETT HOWARD | Board Member | — | ||
| BEVERLY KRAVITT | Board Member | — | ||
| JASON KRAVITT | Board Member | — | ||
| DANIEL NISHIKAWA | Board Member | — | ||
| SARAH M RICHARDS | Board Member | — |
Tax year 2025
| Name | Title | Phone | Compensation | |
|---|---|---|---|---|
| ANDREW MORGAN | Executive Director | 4.8% of Rev | ||
| STEVEN PRIETO | Board President | — | ||
| CURTIS M THOMPSON MD | Board President | — | ||
| MARRIE SCHAEFER | Secretary | — | ||
| LINDA C NELSON | Treasurer | — | ||
| JOHN L KNOREK ESQ | COUNSEL | — | ||
| JAMES H MCCOY | Board President | — | ||
| LINN ALBER | Board Member | — | ||
| JOE BOCK | Board Member | — | ||
| PAMELA ANDELIN CAMERON | Board Member | — | ||
| JULIA F CHERRY | Board Member | — | ||
| ROBERT K DALEY | Board Member | — | ||
| SUZANNE B ENGEL | Board Member | — | ||
| KEITH KALWAY | Board Member | — | ||
| DAVID FRANKLIN | Board Member | — | ||
| DAVID A KELIIKULI | Board Member | — | ||
| FLORIA KOMER | Board Member | — | ||
| BEVERLY KRAVITT | Board Member | — | ||
| JASON KRAVITT | Board Member | — | ||
| JAMES T LEAVITT ESQ | Board Member | — | ||
| DORETTE PS LUKE | Board Member | — | ||
| NOREEN MULLIKEN | Board Member | — | ||
| DANIEL NISHIKAWA | Board Member | — | ||
| SARAH M RICHARDS | Board Member | — | ||
| JEAN E ROLLES | Board Member | — | ||
| AARON J SALA | Board Member | — | ||
| JULI SHAINDLIN | Board Member | — | ||
| DAVID Y TAKAGI | Board Member | — | ||
| CAROLYN A BERRY WILSON | Board Member | — | ||
| VERONICA WONG | Board Member | — | ||
| LEIGHTON YUEN | Board Member | — | ||
| ANDREA ZANNONI | Board Member | — | ||
| MARILYN B CLARKIN | Board Member | — |
Tax year 2023
| Name | Title | Phone | Compensation | |
|---|---|---|---|---|
| ANDREW MORGAN | Board Member | 4.6% of Rev | ||
| PHILIP MCNAMEE | Board Member | — | ||
| AARON SALA | Board Member | — | ||
| DAVID Y TAKAGI | Board Member | — | ||
| MAGGIE S WALKER | Board Member | — | ||
| STEVEN PRIETO | Board President | — | ||
| JAMES H MCCOY | Board President | — | ||
| ALISON BHATTACHARYYA | Board President | — | ||
| SUZANNE B ENGEL | Board President | — | ||
| KEITH KALWAY | Board President | — | ||
| EVELYN B LANCE | Board President | — | ||
| LUANNA MCKENNEY | Board President | — | ||
| SARAH RICHARDS | Board President | — | ||
| JEAN ROLLES | Board President | — | ||
| MARRIE SCHAEFER | Board President | — | ||
| STEVE H TURNER | Board President | — | ||
| ADRIENNE WING | Board President | — | ||
| LEIGHTON YUEN | Board President | — | ||
| ANDREA ZANNONI | Board President | — | ||
| LINN M ALBER | Secretary | — | ||
| LINDA C NELSON | Treasurer | — | ||
| ROBERT B BUNN | CO-COUNSEL | — | ||
| JOHN L KNOREK | CO-COUNSEL | — | ||
| CAROLYN A BERRY WILSON | Board Member | — | ||
| PATSY B BUNN | Board Member | — | ||
| PAMELA ANDELIN CAMERON | Board Member | — | ||
| JULIA FROHLICH CHERRY | Board Member | — | ||
| MARILYN LYN B CLARKIN | Board Member | — | ||
| DAVID FRANKLIN | Board Member | — | ||
| DAVID A KELIIKULI | Board Member | — | ||
| RALPH KIESSLING | Board Member | — | ||
| FLORIA LORI KOMER | Board Member | — | ||
| JAMES T LEAVITT | Board Member | — | ||
| DORETTE PS LUKE | Board Member | — |
Tax year 2022
| Name | Title | Phone | Compensation | |
|---|---|---|---|---|
| ANDREW MORGAN | Board Member | 4.2% of Rev | ||
| KEVIN TAKAMORI | Board Member | 2.8% of Rev | ||
| PHILIP I MCNAMEE MD | Board Member | — | ||
| THUY NGUYEN-MARTINES | Board Member | — | ||
| DAVID Y TAKAGI | Board Member | — | ||
| MAGGIE S WALKER | Board Member | — | ||
| CAROLYN A BERRY WILSON | Board Member | — | ||
| ROBERT B BUNN ESQ | CO-COUNSEL | — | ||
| JOHN L KNOREK ESQ | CO-COUNSEL | — | ||
| ALISON BHATTACHARYYA | Board President | — | ||
| MARILYN KATZMAN | Board President | — | ||
| SUZANNE B ENGEL | Board President | — | ||
| KEITH KALWAY | Board President | — | ||
| EVELYN B LANCE | Board President | — | ||
| LUANNA MCKENNEY | Board President | — | ||
| STEVEN PRIETO | Board President | — | ||
| SARAH M RICHARDS | Board President | — | ||
| JEAN E ROLLES | Board President | — | ||
| MARRIE SCHAEFER | Board President | — | ||
| STEPHEN H TURNER | Board President | — | ||
| CORI CHING WESTON | Board President | — | ||
| ADRIENNE WING MD | Board President | — | ||
| LEIGHTON J YUEN | Board President | — | ||
| ANDREA ZANNONI | Board President | — | ||
| LINN M ALBER | Secretary | — | ||
| LINDA NELSON | Treasurer | — | ||
| JAMES H MCCOY | Board President | — | ||
| JULIA FROHLICH CHERRY | Board President | — | ||
| FRANCES PATSY B BUNN | Board Member | — | ||
| PAMELA ANDELIN CAMERON | Board Member | — | ||
| MARILYN LYN B CLARKIN | Board Member | — | ||
| DAVID FRANKLIN | Board Member | — | ||
| DAVID KELI'IKULI | Board Member | — | ||
| RALPH KIESSLING | Board Member | — | ||
| FLORIA LORI KOMER | Board Member | — | ||
| JAMES T LEAVITT ESQ | Board Member | — |
Tax year 2021
| Name | Title | Phone | Compensation | |
|---|---|---|---|---|
| KEVIN TAKAMORI | Board Member | 2.7% of Rev | ||
| ANDREW MORGAN | Board Member | 2.4% of Rev | ||
| NANNA BRADFORD | Board Member | — | ||
| FRANCES PATSY B BUNN | Board Member | — | ||
| PAMELA ANDELIN CAMERON | Board Member | — | ||
| JULIA FROHLICH CHERRY | Board Member | — | ||
| MARILYN LYN B CLARKIN | Board Member | — | ||
| DAVID FRANKLIN | Board Member | — | ||
| THOMAS P HUBER | Board Member | — | ||
| DAVID KELI'IKULI | Board Member | — | ||
| RALPH KIESSLING | Board Member | — | ||
| FLORIA LORI KOMER | Board Member | — | ||
| JAMES T LEAVITT | Board Member | — | ||
| LUANNA MCKENNEY | Board Member | — | ||
| PHILIP I MCNAMEE | Board Member | — | ||
| THUY NGUYEN-MARTINES | Board Member | — | ||
| CHERYE PIERCE | Board Member | — | ||
| MARRIE SCHAEFER | Board Member | — | ||
| DAVID Y TAKAGI | Board Member | — | ||
| MARILYN TRANKLE | Board Member | — | ||
| MARGARET MAGGIE WALKER | Board Member | — | ||
| CAROLYN BERRY WILSON | Board Member | — | ||
| ROBERT B BUNN | CO-COUNSEL | — | ||
| JOHN KNOREK | CO-COUNSEL | — | ||
| ALISON BHATTACHARYYA | Board President | — | ||
| MARILYN KATZMAN | Board President | — | ||
| KAREN CHAR | Board President | — | ||
| SUZANNE ENGEL | Board President | — | ||
| LYNNE JOHNSON | Board President | — | ||
| KEITH KALWAY | Board President | — | ||
| EVELYN B LANCE | Board President | — | ||
| STEVEN PRIETO | Board President | — | ||
| SARAH M RICHARDS | Board President | — | ||
| JEAN E ROLLES | Board President | — | ||
| STEPHEN H TURNER | Board President | — | ||
| CORI CHING WESTON | Board President | — | ||
| ADRIENNE WING LAU | Board President | — | ||
| LEIGHTON J YUEN | Board President | — | ||
| ANDREA ZANNONI | Board President | — | ||
| LINN SOL ALBER | Secretary | — | ||
| LINDA NELSON | Treasurer | — | ||
| JAMES H MCCOY | Board President | — | ||
| ROBERT S KATZ | FORMER CO-COUNSEL | — |
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Score breakdown
Score breakdown
Financial resilience
40 / 100
weight 40%
Governance risk
58 / 100
weight 40%
Program scale
60 / 100
weight 20%
Overall
51 / 100
Developing
The three components combine into a single 0–100 score weighted as shown. Full methodology →
Peer comparison
Compared to 34 other orgs in HI with NTEE prefix A6.
Most-divergent component: program score sits 26 points above the peer median (60 vs. 34).
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 4.8% sits within the sector's healthy band (18–22%).
- Net assets declined for 3 consecutive years of deficit spending; cash runway narrowing.
What would change this score
The two changes that would most improve this score:
- Stabilize program expenses or grow earned-income revenue to break the consecutive-deficit pattern (~8 points to financial score).
Improving governance is a board decision. These are the levers.