INSTITUTE FOR NATURAL MEDICINE (EIN 020464611) - Form 990 Financial Analysis & Trantor Score

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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

1993

Legal Domicile

Principal Officer

DR MICHELLE SIMON

Phone

2064863380

Tax Period

2024-01-01 to 2024-12-31

INSTITUTE FOR NATURAL MEDICINE, founded in 1993, is a community nonprofit that reported $1.0M in total revenue in fiscal year 2024. Revenue surged 64% from the prior year, signaling strong growth momentum. Expenses of $955K left a modest 8% surplus.

Mission

BRINGING WHOLE-PERSON HEALTH TO THE MAINSTREAM.

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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 (2024)

Revenue Breakdown

Contributions & Grants $1,011,470

Program Service Revenue $16,740

Investment Income $208

Other Revenue $10,034

TOTAL REVENUE $1,038,452

Expense Breakdown

Grants Paid $195,642

Salaries & Benefits $359,570

Fundraising Expenses $99,072

Program Expenses $602,777

Other Expenses $399,606

TOTAL EXPENSES $954,818

Year-over-Year Comparison

	2024	2023	Change
Revenue	$1,038,452	$633,060	+0.6%
Expenses	$954,818	$918,479	+0.0%
Net Income	$83,634	$-285,419	-1.3%

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

Volunteers

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

$88,234

Total Directors

$88,234

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
DR MICHELLE SIMON	PRESIDENT & CEO	40.00	Officer Director	$88,234	$0	$88,234
VALERIE CAMPBELL MACP	CHAIR	12.00	Officer Director	$0	$0	$0
HOLLY LUCILLE ND RN ONC	SECRETARY	3.50	Officer Director	$0	$0	$0
THOMAS KRUZEL ND	TREASURER	2.70	Officer Director	$0	$0	$0
BILL SHADDLE	BOARD MEMBER	3.00	Director	$0	$0	$0
BROOKE AZIE-RENTZ ND	BOARD MEMBER	1.30	Director	$0	$0	$0
JACQUELINE JACQUES ND	BOARD MEMBER	1.50	Director	$0	$0	$0
JOE PIZZORNO ND	BOARD MEMBER	0.90	Director	$0	$0	$0
PREETI KULKARNI ND	BOARD MEMBER	1.20	Director	$0	$0	$0
LISA PRICE ND CBMRA	BOARD MEMBER	1.00	Director	$0	$0	$0
ANTHONY MAVROMATIS	BOARD MEMBER	1.20	Director	$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
2024	$1,038,452	$954,818	$836,395	$83,634
2023	$633,060	$918,479	$764,041	$-285,419
2022	$877,056	$1,066,173	$491,866	$-189,117
2021	$977,690	$948,183	$573,370	$29,507
2020	$985,057	$834,831	$497,049	$150,226
2019	$773,594	$760,726	$358,450	$12,868
2018	$643,265	$616,931	$310,811	$26,334

INSTITUTE FOR NATURAL MEDICINE