Personalized Lifestyle Medicine Institute
Nonprofit profile at a glance
- EIN
- 461024929
- IRS 990 coverage
- 2014–2024
- Forms available
- Form 990 2024
- Location
- Bainbridge Island, WA, USA
- Phone
- 2065653144
- Rating
- 55
- Verdict
- MIXED
- Rating confidence
- Moderate
- Sector
- Health Support Services
Reported finances
- Revenue
- $966,935
- Expenses
- $835,869
- Assets
- $719,181
- Liabilities
- $26,765
Source: IRS Form 990. Selected filing: tax year 2024. Amounts in USD.
Leadership & pay
3 people listed
Executive titles in this filing
- JEFFREY BLAND (PRESIDENT)
Highest reported compensation
- NICOLE FOX (OPERATIONS SUPPORT CONSULTANT): $194,929 total reported compensation
- JEFFREY BLAND (PRESIDENT): $100,000 total reported compensation
Source: IRS Form 990. Selected filing: tax year 2024. Names and roles reflect this filing, not necessarily current officeholders.
Overview
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.
What it reported doing in 2024
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.
Operating model
- Revenue model
- Donor-supported. 79% of the money available for current operations came from contributions and gifts.
- Distribution model
- Direct operator. The filing allocates 100% of reported program-service expenses outside its grant, affiliate-payment, and member-benefit lines. This expense classification does not rule out separately announced grant awards.
The verdict
MIXED - The filed numbers largely add up and program spending has grown recently. A relatively small share of voting board members are independent and few specific pay-setting methods are documented in the filing; unanswered boxes are not proof of absence.
Rating breakdown
- Financial Efficiency: 59
- Transparency & Controls: 69
- Accountability: 18
- Sustainability: 50
- Growth: 100
Detailed rating inputs
Financial Efficiency
- Mission deployment rate: 63.4%; rating input score 63
- Program expense ratio: 73.2%; rating input score 73
- Fundraising efficiency: Limited
Transparency & Controls
- Consistency checks: 100%; rating input score 100; 63rd percentile among comparable filings
- Pay-setting controls: 0 of 6 controls in place; rating input score 0
- Compensation committee: Missing
- Independent consultant: Missing
- Other Form 990s reviewed: Missing
- Written employment contract: Missing
- Compensation survey or study: Missing
- Board or committee approval: Missing
- Foreign activity oversight: Limited
- Grant itemization coverage: Limited
- Major donor itemization: Yes; rating input score 100
- Related-party transparency: Limited
Accountability
- Independent voting board: 0%; rating input score 0; 5th percentile among comparable filings
- Governance controls: 4 of 9 controls in place; rating input score 44
- Conflict-of-interest policy: Pass
- Whistleblower policy: Pass
- Document-retention policy: Pass
- CEO compensation review process: Fail
- Other executive compensation review process: Fail
- Form 990 shared with the board: Fail
- Board meeting minutes documented: Pass
- Audit committee oversight: Missing
- Independent financial-statement audit: Fail
Sustainability
- Operating margin: 13.6%; rating input score 68; 68th percentile among comparable filings
- Total-asset coverage ratio: 0.86; rating input score 38; 38th percentile among comparable filings
- Liabilities to assets ratio: 0.04; rating input score 56; 56th percentile among comparable filings
- Officer compensation ratio: 35.3%; rating input score 5; 5th percentile among comparable filings
Growth
- Program expense growth: 2.6% per year; rating input score 100; 30th percentile among comparable filings
- Revenue growth: 6% per year; rating input score 100; 49th percentile among comparable filings
- Asset growth: 8.4% per year; rating input score 100; 53rd percentile among comparable filings
Details
- Where the money goes: 63.4% of revenue deployed · 73.2% of spending went to programs
- Governance: 0 of 3 board members independent · 4 of 9 filing controls reported
- Programs: 1 filed program accomplishment · $612K in reported program spending
- Leadership: top reported pay $195K · 3 people listed · 0 of 6 pay-setting controls reported
- Highest-paid contractors: 1 contractor listed · $259K reported
- Consistency: 22 of 22 current checks pass
- Schedules: 6 filed schedules · includes major donors and executive pay
- Filing history: 11 filing years from 2014 to 2024
- Contacts: How to reach this organization
- Money network: 2 filed money-flow records
- Related organizations: 2 filed related-organization links
- Grant readiness: Federal tax and exclusion status, award history, and grant-maker relationships.
- People: Everyone the filings name, and which of them the filings identify by more than a name.
Key Signals
Signals prioritize questions for review. They are not findings of misconduct.
- High — Accountability: Independent voting board scored 0/100.
- High — Transparency & Controls: Pay-setting controls scored 0/100.
- Moderate — Accountability: Governance controls: 4 of 8 not reported.
- Moderate — Sustainability: Total-asset coverage ratio scored 38/100.
- High — Sustainability: Officer compensation ratio scored 5/100.
- Review — Sustainability: Liabilities to assets ratio scored 56/100.