PERSONALIZED LIFESTYLE MEDICINE INSTITUTE (EIN 461024929) - 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

2012

Legal Domicile

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

TO INTEGRATE THE PRINCIPLES OF PERSONALIZED LIFESTYLE MEDICINE FOR THE PREVENTION AND MANAGEMENT OF CHRONIC ILLNESS IN HEALTHCARE SYSTEM WORLDWIDE.

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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 (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

Governance

Voting Members

Independent Members

N/A

Employees

N/A

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

$261,804

Total Directors

$261,804

Key Employees

Highest Compensated

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
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

PERSONALIZED LIFESTYLE MEDICINE INSTITUTE