PERSONALIZED LIFESTYLE MEDICINE INSTITUTE

EIN: 461024929 501(c)(3) Health Care

BAINBRIDGE ISLAND, WA

Total Revenue
$933,629
Total Expenses
$734,387
Total Assets
$691,882
Net Assets
$561,350
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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
2012
Legal Domicile
WA
Principal Officer
JEFFREY BLAND
Phone
2065653144
Tax Period
2023-09-01 to 2024-08-31

PERSONALIZED LIFESTYLE MEDICINE INSTITUTE, founded in 2012, is a small nonprofit in the Health Care sector that reported $934K in total revenue in fiscal year 2023. Revenue surged 52% from the prior year, signaling strong growth momentum. The organization ran a surplus of $199K, a strong 21% operating margin.

Mission

OUR MISSION IS TO TRANSFORM HEALTHCARE THROUGH THE PROMOTION OF INFORMATION, INNOVATION, AND IMPLEMENTATION OF PERSONALIZED LIFESTYLE MEDICINE BY CULTIVATING VIRTUAL AND IN-PERSON NETWORKS OF COLLABORATION BETWEEN RESEARCHERS, CLINICIANS, PATIENTS, POLICY MAKERS, AND CONSUMER ADVOCATES TO BRING PERSONALIZED LIFESTYLE MEDICINE INTO GREATER VISIBILITY. ADDITIONALLY, WE WILL PROVIDE CUTTING-EDGE COMMUNICATION ABOUT THE LATEST DEVELOPMENTS IN PERSONALIZED LIFESTYLE MEDICINE THROUGH OUR WEBSITE AND OTHER EDUCATIONAL ENDEAVORS. BY HARNESSING THE INTEREST AND INPUT OF INDIVIDUALS, THINKERS, AND INNOVATIVE LEADERS, WE WILL STRIVE TO BE GLOBAL LEADERS IN THIS EMERGING FIELD OF HEALTHCARE.

Program Service Accomplishments

Program 1
Expenses: $557,600

THE ORGANIZATION ("PLMI") CONTRIBUTES TO THE REDUCTION OF THE GLOBAL BURDEN OF CHRONIC ILLNESS THROUGH EDUCATION AND RESEARCH ABOUT THE INCORPORATION OF PERSONALIZED LIFESTYLE MEDICINE IN THE...

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THE ORGANIZATION ("PLMI") CONTRIBUTES TO THE REDUCTION OF THE GLOBAL BURDEN OF CHRONIC ILLNESS THROUGH EDUCATION AND RESEARCH ABOUT THE INCORPORATION OF PERSONALIZED LIFESTYLE MEDICINE IN THE DELIVERY OF HEALTH CARE AND INCREASING UNDERSTANDING AND DISSEMINATION OF THE AUTHENTIC EMERGING BIOLOGICAL, SOCIAL AND ENVIRONMENTAL SCIENCES. PLMI HAS A ROBUST AND INTERACTIVE WEBSITE TO PROMOTE ACCESS TO INFORMATION AND PRODUCE EDUCATIONAL EVENTS SUCH AS SEMINARS AND WEBINARS TO PROMOTE DISTRIBUTION OF INFORMATION TO INDIVIDUALS SO THEY CAN CHANGE THEIR HEALTH.

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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%)

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Financial Overview (2023)

Revenue Breakdown

Contributions & Grants $930,207
Program Service Revenue $0
Investment Income $56
Other Revenue $3,366
TOTAL REVENUE $933,629

Expense Breakdown

Grants Paid $1,000
Salaries & Benefits $100,000
Fundraising Expenses $0
Program Expenses $557,600
Other Expenses $633,387
TOTAL EXPENSES $734,387

Year-over-Year Comparison

2023 2022 Change
Revenue $933,629 $614,761 +0.5%
Expenses $734,387 $560,639 +0.3%
Net Income $199,242 $54,122 +2.7%
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

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Governance

Voting Members
3
Independent Members
N/A
Employees
N/A
Volunteers
1

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
4
$261,804
Total Directors
3
$261,804
Key Employees
0
$0
Highest Compensated
0
reported
Name Title Hours/Week Role Reportable Comp Other Comp Total
JEFFREY BLAND PRESIDENT 5.00
Officer Director
$100,000 $0 $100,000
SUSAN BLAND VP, SECRETARY & TREASURER 2.00
Officer Director
$0 $0 $0
NICOLE FOX CHIEF OPERATING OFFICER 25.00
Officer Director
$161,804 $0 $161,804
ANNETTE GIARDE DIRECTOR OF OPERATIONS THRU 08/2024 20.00
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 No data No data No data No data
2024 $933,629 $734,387 $691,882 $199,242
2023 $614,761 $560,639 $510,729 $54,122
2022 $839,539 $616,701 $477,302 $222,838
2021 $585,936 $686,334 $309,652 $-100,398
2020 $644,329 $914,972 $267,216 $-270,643
2019 $922,182 $864,936 $507,552 $57,246
2018 $786,827 $828,541 $433,633 $-41,714
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