AMERICAN BOARD OF LIFESTYLE MEDICINE (EIN 813812763) - 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

2016

Legal Domicile

Principal Officer

STEPHAN HERZOG

Phone

9096634200

Tax Period

2025-01-01 to 2025-12-31

AMERICAN BOARD OF LIFESTYLE MEDICINE, founded in 2016, is a community nonprofit in the Community Improvement sector that reported $3.1M in total revenue in fiscal year 2025. Revenue surged 27% from the prior year, signaling strong growth momentum. The organization ran a surplus of $750K, a strong 24% operating margin.

Mission

CREATE, MAINTAIN, AND RUN REGULAR LIFESTYLE MEDICINE CERTIFICATION FOR PHYSICIANS.

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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 $0

Program Service Revenue $3,108,532

Investment Income $0

Other Revenue $0

TOTAL REVENUE $3,108,532

Expense Breakdown

Grants Paid $0

Salaries & Benefits $180,000

Fundraising Expenses $0

Program Expenses $2,358,713

Other Expenses $2,178,713

TOTAL EXPENSES $2,358,713

Year-over-Year Comparison

	2025	2024	Change
Revenue	$3,108,532	$2,447,154	+0.3%
Expenses	$2,358,713	$1,585,280	+0.5%
Net Income	$749,819	$861,874	-0.1%

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

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

$297,843

Total Directors

$297,843

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
STEPHAN HERZOG	EXECUTIVE DIRECTOR	40.00	Officer Director	$297,843	$0	$297,843
RICHARD ROSENFELD	TREASURER	0.00	Director	$0	$0	$0
SUSAN BENIGAS	TRUSTEE	0.00	Director	$0	$0	$0
AMY MECHLEY	TRUSTEE	4.00	Director	$0	$0	$0
BRENDA REA	TRUSTEE	0.00	Director	$0	$0	$0
BETH FRATES	TRUSTEE	0.00	Director	$0	$0	$0
DAVID LIPPMAN	TRUSTEE	0.00	Director	$0	$0	$0
MEAGAN GREGA	CHAIRMAN	0.00	Officer Director	$0	$0	$0
JON BONNETT	VICE-CHAIRMAN	0.00	Officer Director	$0	$0	$0
JASDEEP SALUJA	TRUSTEE	0.00	Officer 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
2025	$3,108,532	$2,358,713	$3,835,298	$749,819
2024	No data	No data	No data	No data
2023	$1,880,033	$1,393,391	$2,223,589	$486,642
2022	$1,474,314	$1,199,093	$1,737,014	$275,221
2021	$1,406,257	$1,764,493	$1,464,863	$-358,236
2020	$1,640,892	$706,932	$1,820,028	$933,960
2018	$549,884	$324,203	$327,222	$225,681

AMERICAN BOARD OF LIFESTYLE MEDICINE