ROCHESTER LIFESTYLE MEDICINE INSTITUTE (EIN 821801873) - 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

2017

Legal Domicile

Principal Officer

TED BARNETT

Phone

5854841254

Tax Period

2025-01-01 to 2025-12-31

ROCHESTER LIFESTYLE MEDICINE INSTITUTE, founded in 2017, is a small nonprofit that reported $590K in total revenue in fiscal year 2025. Expenses of $543K left a modest 8% surplus.

Mission

TO EMPOWER PEOPLE TO TAKE CHARGE OF THEIR HEALTH WITH PLANT-BASED DIET AND OTHER LIFESTYLE CHANGES.

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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 $468,371

Program Service Revenue $111,921

Investment Income $8,933

Other Revenue $500

TOTAL REVENUE $589,725

Expense Breakdown

Grants Paid $0

Salaries & Benefits $358,626

Fundraising Expenses $0

Program Expenses $387,819

Other Expenses $184,165

TOTAL EXPENSES $542,791

Year-over-Year Comparison

	2025	2024	Change
Revenue	$589,725	$586,634	+0.0%
Expenses	$542,791	$749,355	-0.3%
Net Income	$46,934	$-162,721	-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

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
TED BARNETT	CHAIR	20.00	Officer Director	$0	$0	$0
SUSAN FRIEDMAN	VICE CHAIR	10.00	Officer Director	$0	$0	$0
CAROL BARNETT	TREASURER/SECRETARY	20.00	Officer Director	$0	$0	$0
JOEL ELLIOT	BOARD MEMBER	1.00	Director	$0	$0	$0
ROBERT BREAKEY	BOARD MEMBER	1.00	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	$589,725	$542,791	$449,889	$46,934
2024	$586,634	$749,355	$405,899	$-162,721
2023	$697,016	$962,284	$570,667	$-265,268
2022	$1,595,986	$744,821	$823,989	$851,165
2021	$426,033	$388,182	$68,718	$37,851
2019	$288,202	$261,953	$49,386	$26,249

ROCHESTER LIFESTYLE MEDICINE INSTITUTE