Lifestyle Medicine Foundation

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Financial Vulnerability Assessment (Tuckman-Chang)

4 risk indicators measuring financial stability and operational resilience

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Financial Trends

Organization Details

Formation Year

2017

Legal Domicile

Principal Officer

Stephan Herzog

Phone

9096634200

Tax Period

2025-01-01 to 2025-12-31

Lifestyle Medicine Foundation, founded in 2017, is a community nonprofit in the Diseases & Disorders sector that reported $1.5M in total revenue in fiscal year 2025. Revenue surged 77% from the prior year, signaling strong growth momentum. Expenses of $1.4M left a modest 8% surplus.

Mission

To promote education, research, and public benefit activities in the field of lifestyle medicine.

Program Service Accomplishments

Program 1

Expenses: $1,400,605

Ongoing development of lifestyle medicine programs.

Program 2

Ongoing development of certification framework.

Program 3

Ongoing development of ABMS and ACGME recognition.

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Trantor Score

Financial Health Score (300–850) · Liquidity · Solvency · Sustainability · Efficiency

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Liquidity (40%) • Solvency (30%) • Sustainability (20%) • Efficiency (10%)

Financial Overview (2025)

Revenue Breakdown

Contributions & Grants $1,525,430

Program Service Revenue $429

Investment Income $0

Other Revenue $0

TOTAL REVENUE $1,525,859

Expense Breakdown

Grants Paid $1,337,505

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $1,400,605

Other Expenses $68,355

TOTAL EXPENSES $1,405,860

Year-over-Year Comparison

	2025	2024	Change
Revenue	$1,525,859	$861,221	+0.8%
Expenses	$1,405,860	$1,201,739	+0.2%
Net Income	$119,999	$-340,518	-1.4%

Key Indicators

✗ Grants to Organizations ✗ Grants to Individuals ✗ Lobbying ✗ Political Activity ✗ Foreign Activities ✗ Donor Advised Fund ✓ Schedule B Required

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Financial Health Indicators

Comprehensive financial analysis: Altman Z-Score, liquidity, solvency, sustainability, efficiency, and growth metrics

Financial Distress Indicator

Liquidity & Cash Position

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Altman Z-Score • Liquidity Ratios • Solvency Analysis • Growth Indicators • Efficiency Metrics

Governance

Voting Members

Independent Members

Employees

N/A

Volunteers

N/A

Governance Policies

✗ Conflict of Interest Policy

✗ Whistleblower Policy

✗ Document Retention Policy

Special Practices & Reported Activities

✗ Operated a School

✗ Operated a Hospital

✗ Provided First Class Travel

✗ Reported Conflict of Interest

✗ Reported Asset Diversion

✗ Excess Benefit Transaction

✗ Made Political Expenditures

✗ Engaged in Lobbying

✗ Operated Donor Advised Fund

✗ Maintained Art Collections

✗ Filed Form 720

Compensation of Officers, Directors & Key Employees

Total Officers

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
Stephan Herzog	President	0.00	Director	$0	$0	$0
Cynthia Joan Herzog	Officer	0.00	Officer	$0	$0	$0

Note: Compensation data is self-reported by the organization on their Form 990. "Reportable Comp" includes salary, bonuses, and other reportable compensation from the organization and related organizations. "Other Comp" includes benefits, deferred compensation, and non-taxable benefits.

Historical Data

Year	Revenue	Expenses	Assets	Net Income
2025	$1,525,859	$1,405,860	$501,334	$119,999
2024	$861,221	$1,201,739	$381,335	$-340,518
2023	$1,150,189	$807,546	$721,853	$342,643
2022	$506,262	$599,867	$362,577	$-93,605
2021	$458,229	$2,047	$456,182	$456,182