Rochester Lifestyle Medicine Institute

Nonprofit profile at a glance

EIN
821801873
IRS 990 coverage
2019–2025
Forms available
Form 990 2025, Form 990-EZ 2020
Location
Rush, NY, USA
Phone
5854841254
Rating
74
Verdict
SUPPORTED
Rating confidence
Moderate

Reported finances

Revenue
$589,725
Expenses
$542,791
Assets
$449,889
Liabilities
$16,809

Source: IRS Form 990. Selected filing: tax year 2025. Amounts in USD.

Leadership & pay

5 people listed

People named in this filing

  • TED BARNETT (CHAIR)
  • SUSAN FRIEDMAN (VICE CHAIR)
  • CAROL BARNETT (TREASURER/SECRETARY)

Selected names, not a complete roster or a statement of current roles. Open leadership details for the complete filed list.

Source: IRS Form 990. Selected filing: tax year 2025. Names and roles reflect this filing, not necessarily current officeholders.

Overview

Mission

To empower people to take charge of their own health with plant-based diet and other lifestyle changes, by offering medically-facilitated educational programs.

What it reported doing in 2025

Free educational programs for doctors and general public: lifestyle medicine grand rounds (doctors receive free continuing medical education credit) & lifestyle as medicine lectures; the 15-day whole-food plant-based jumpstart introduces people to a healthy plant-based diet and helps them stay on a healthy path. The program objective is to help individuals to take charge of their own health; to establish a partnership with their medical providers where possible; and by succeeding on a large scale with an accessible, affordable program, to transform the health care system from the grass roots up. More than 2800 people have taken jumpstart. The program is validated by results which form the basis for published studies and for certification by the american college of lifestyle medicine lift is a program that address other elements of healthy living in addition to plant-based diet, in order to provide balanced support for a sustainable long-term healthy path, in both people who have completed jumpstart ("alumni") and people who seek these programs independently. Lift is certified by the american college of lifestyle medicine. This program, along with other programs and offerings including beyond jumpstart, the whole-food plant-based (wfpb) support group, and the rlmi community forum, help insure that a health-supporting behavior change can be sustained over a lifetime, with community and educational support.free educational programs for doctors and lay people allow us to provide community support and information about a healthy plant-based lifestyle to as many people as possible. Members of the general public may attend any of our free monthly lectures and obtain life-changing, and sometimes life-saving, knowledge. Doctors may attend the same lectures, and also have programs specially designed for them-lifestyle medicine grand rounds and continuing medical education courses built around jumpstart and lift-to convey to them the empirical basis for using lifestyle change to improve health. Doctors play a special role in teaching their patients about plant-based diet and lifestyle change and can be vectors for a widespread culture change and an upward spiral of healthy behavior.

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

SUPPORTED - The filed numbers largely add up and a large share of available resources goes toward mission work. Some filing-based governance responses are negative or unanswered and expenses are high relative to revenue.

Rating breakdown

  • Financial Efficiency: 60
  • Transparency & Controls: 92
  • Accountability: 76
  • Sustainability: 50
  • Growth: 100

Detailed rating inputs

Financial Efficiency

  • Mission deployment rate: 66.3%; rating input score 66
  • Program expense ratio: 71.4%; rating input score 71
  • Fundraising efficiency: Limited

Transparency & Controls

  • Consistency checks: 100%; rating input score 100; 63rd percentile among comparable filings
  • Pay-setting controls: Limited
  • Foreign activity oversight: Limited
  • Grant itemization coverage: Limited
  • Major donor itemization: Yes; rating input score 100
  • Related-party transparency: Limited

Accountability

  • Independent voting board: 100%; rating input score 100; 64th percentile among comparable filings
  • Governance controls: 3 of 7 controls in place; rating input score 43
    • Conflict-of-interest policy: Pass
    • Whistleblower policy: Fail
    • Document-retention policy: Fail
    • CEO compensation review process: NotApplicable
    • Other executive compensation review process: NotApplicable
    • Form 990 shared with the board: Pass
    • Board meeting minutes documented: Pass
    • Audit committee oversight: Fail
    • Independent financial-statement audit: Fail

Sustainability

  • Operating margin: 8%; rating input score 52; 52nd percentile among comparable filings
  • Total-asset coverage ratio: 0.83; rating input score 37; 37th percentile among comparable filings
  • Liabilities to assets ratio: 0.04; rating input score 47; 47th percentile among comparable filings
  • Officer compensation ratio: 0%; rating input score 78; 78th percentile among comparable filings

Growth

  • Program expense growth: 6.6% per year; rating input score 100; 44th percentile among comparable filings
  • Revenue growth: 16% per year; rating input score 100; 76th percentile among comparable filings
  • Asset growth: 24.2% per year; rating input score 100; 84th percentile among comparable filings

Details

  • Where the money goes: 66.3% of revenue deployed · 71.4% of spending went to programs
  • Governance: 5 of 5 board members independent · 3 of 7 filing controls reported
  • Programs: 1 filed program accomplishment · $388K in reported program spending
  • Leadership: top reported pay $0 · 5 people listed
  • Consistency: 24 of 24 current checks pass
  • Schedules: 3 filed schedules · includes major donors
  • Filing history: 5 filing years from 2019 to 2025
  • Contacts: How to reach this organization
  • Money network: Resolved incoming and outgoing counterparties from filed money flows.
  • 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.

  • Moderate — Accountability: Governance controls: 4 of 7 not reported.
  • Review — Sustainability: Operating margin scored 52/100.
  • Moderate — Sustainability: Total-asset coverage ratio scored 37/100.
  • Moderate — Sustainability: Liabilities to assets ratio scored 47/100.