Civic Intelligence

The Institute for Functional Medicine

EIN 91-2107518 • 501(c)3 • Federal Way, WA

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Profile

To serve the highest expression of individual health through widespread adoption of functional medicine as the standard of care. Functional medicine is patient-centered health care that addresses the unique interactions among genetic, environmental and lifestyle factors influencing both health and complex chronic disease. Our innovative and visionary leadership model for personalized patient care, and commitment to quality drive our success.

505 S 336th Street Suite 600Federal Way, WA 98003

www.ifm.org

Siviq Scores

Precomputed percentiles relative to similar nonprofits. These scores are descriptive rather than judgmental.

Liabilities / Assets

64th percentile

0.31x

Higher debt load relative to assets than 64% of similar nonprofits.

501(c)3 • $10M-$25M nonprofits • Source year 2024

Liabilities / Revenue

46th percentile

0.19x

Higher debt load relative to revenue than 46% of similar nonprofits.

501(c)3 • $10M-$25M nonprofits • Source year 2024

Net Margin

35th percentile

-0.2%

Higher net margin than 35% of similar nonprofits.

501(c)3 • $10M-$25M nonprofits • Source year 2024

Top Officer Pay

80th percentile

$324,334

Higher top officer pay than 80% of similar nonprofits.

Top officer pay equals 1.8% of source-year revenue.

501(c)3 • $10M-$25M nonprofits • Source year 2024

Asset Growth

23rd percentile

-2.9%

Faster asset growth than 23% of similar nonprofits.

501(c)3 • $10M-$25M nonprofits • Annualized from 2023 to 2024

Revenue Growth

62nd percentile

14%

Faster revenue growth than 62% of similar nonprofits.

501(c)3 • $10M-$25M nonprofits • Annualized from 2023 to 2024

Balance Sheet
Liabilities / Assets64th percentile

Assets

Down

$10,921,730

Down $330,673 (-2.9%) from 2023

Liabilities

Down

$3,410,239

Down $355,338 (-9.4%) from 2023

Net Assets

Up

$7,511,491

Up $24,665 (+0.3%) from 2023

Operations
Liabilities / Revenue46th percentileNet Margin35th percentile

Revenue

Up

$18,114,740

Up $2,174,216 (+14%) from 2023

Expenses

Up

$18,147,620

Up $375,763 (+2.1%) from 2023

Net Income

Up

-$32,880

Up $1,798,453 (+98%) from 2023

Trend Graphs

Balance Sheet Trend

Asset Growth23rd percentile

Grouped bars show assets, liabilities, and net assets across loaded filings.

$15M$10M$5.0M$0Assets 2010: $1,358,983Liabilities 2010: $909,132Net Assets 2010: $449,8512010Assets 2011: $1,379,829Liabilities 2011: $873,306Net Assets 2011: $506,5232011Assets 2012: $2,174,976Liabilities 2012: $1,302,469Net Assets 2012: $872,5072012Assets 2013: $2,669,055Liabilities 2013: $1,622,737Net Assets 2013: $1,046,3182013Assets 2014: $4,506,408Liabilities 2014: $2,588,762Net Assets 2014: $1,917,6462014Assets 2015: $7,582,987Liabilities 2015: $3,875,541Net Assets 2015: $3,707,4462015Assets 2016: $8,397,713Liabilities 2016: $3,657,995Net Assets 2016: $4,739,7182016Assets 2017: $11,623,486Liabilities 2017: $3,493,402Net Assets 2017: $8,130,0842017Assets 2018: $12,283,074Liabilities 2018: $2,737,052Net Assets 2018: $9,546,0222018Assets 2019: $12,339,094Liabilities 2019: $2,800,013Net Assets 2019: $9,539,0812019Assets 2020: $13,594,793Liabilities 2020: $2,856,053Net Assets 2020: $10,738,7402020Assets 2021: $14,741,299Liabilities 2021: $3,715,617Net Assets 2021: $11,025,6822021Assets 2022: $12,007,573Liabilities 2022: $3,021,607Net Assets 2022: $8,985,9662022Assets 2023: $11,252,403Liabilities 2023: $3,765,577Net Assets 2023: $7,486,8262023Assets 2024: $10,921,730Liabilities 2024: $3,410,239Net Assets 2024: $7,511,4912024

Highlighted filing

2024

Assets$10,921,730
Liabilities$3,410,239
Net Assets$7,511,491
Open 2024 Filing

Operations Trend

Revenue Growth62nd percentile

Revenue, expenses, and net income by year, with the latest filing highlighted.

$20M$10M$0-$10MExpenses 2010: $3,180,1832010Revenue 2011: $3,807,169Expenses 2011: $3,750,497Net Income 2011: $56,6722011Expenses 2012: $4,076,5162012Revenue 2013: $5,047,032Expenses 2013: $4,873,221Net Income 2013: $173,8112013Revenue 2014: $6,728,195Expenses 2014: $5,856,867Net Income 2014: $871,3282014Revenue 2015: $9,678,190Expenses 2015: $7,888,390Net Income 2015: $1,789,8002015Revenue 2016: $11,250,000Expenses 2016: $10,217,728Net Income 2016: $1,032,2722016Revenue 2017: $16,513,909Expenses 2017: $13,123,543Net Income 2017: $3,390,3662017Revenue 2018: $15,788,367Expenses 2018: $14,372,429Net Income 2018: $1,415,9382018Revenue 2019: $14,778,699Expenses 2019: $14,785,643Net Income 2019: -$6,9442019Revenue 2020: $14,449,454Expenses 2020: $13,249,795Net Income 2020: $1,199,6592020Revenue 2021: $15,787,769Expenses 2021: $15,500,827Net Income 2021: $286,9422021Revenue 2022: $14,197,478Expenses 2022: $16,263,194Net Income 2022: -$2,065,7162022Revenue 2023: $15,940,524Expenses 2023: $17,771,857Net Income 2023: -$1,831,3332023Revenue 2024: $18,114,740Expenses 2024: $18,147,620Net Income 2024: -$32,8802024

Highlighted filing

2024

Revenue$18,114,740
Expenses$18,147,620
Net Income-$32,880
Open 2024 Filing

Filings

Most recent year

2024 • Form 990Facts available. Structured filing facts are available, but richer extracted sections are limited.

Open filing
Assets
$10,921,730
Liabilities
$3,410,239
Net assets
$7,511,491
Revenue
$18,114,740
Expenses
$18,147,620
Net income
-$32,880
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Facts available. Structured filing facts are available, but richer extracted sections are limited.$10.9$3.41$7.51$18.1$18.1$0.03
2023Detailed filing. Detailed filing data is available for this year.$11.3$3.77$7.49$15.9$17.8$1.83
2022Detailed filing. Detailed filing data is available for this year.$12.0$3.02$8.99$14.2$16.3$2.07
2021Detailed filing. Detailed filing data is available for this year.$14.7$3.72$11.0$15.8$15.5$0.29
2020Detailed filing. Detailed filing data is available for this year.$13.6$2.86$10.7$14.4$13.2$1.20
2019Detailed filing. Detailed filing data is available for this year.$12.3$2.80$9.54$14.8$14.8$0.01
2018Detailed filing. Detailed filing data is available for this year.$12.3$2.74$9.55$15.8$14.4$1.42
2017Detailed filing. Detailed filing data is available for this year.$11.6$3.49$8.13$16.5$13.1$3.39
2016Detailed filing. Detailed filing data is available for this year.$8.40$3.66$4.74$11.3$10.2$1.03
2015Detailed filing. Detailed filing data is available for this year.$7.58$3.88$3.71$9.68$7.89$1.79
2014Detailed filing. Detailed filing data is available for this year.$4.51$2.59$1.92$6.73$5.86$0.87
2013Detailed filing. Detailed filing data is available for this year.$2.67$1.62$1.05$5.05$4.87$0.17
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$2.17$1.30$0.87$4.08
2011Summary only. Only limited summary data is available for this year.$1.38$0.87$0.51$3.81$3.75$0.06
2010Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.36$0.91$0.45$3.18
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jan 1, 2024 to Dec 31, 2024
Signed
Oct 15, 2025
Return Version
2024v5.0
Gross Receipts
$18,114,740
Mission and Program Overview

Mission

To serve the highest expression of individual health through widespread adoption of functional medicine as the standard of care. Functional medicine is patient-centered health care that addresses the unique interactions among genetic, environmental and lifestyle factors influencing both health and complex chronic disease. Our innovative and visionary leadership model for personalized patient care, and commitment to quality drive our success. We commit time, energy, and resources to ensure that those we touch feel great value from their experience with us.

The primary purpose is to provide comprehensive functional medicine education and training to clinicians world wide and to provide resources and tools for practicing clinicians and patients. Ifm's mission is to ensure the widespread adoption of functional medicine.

Balance Sheet Detail
LineBeginningEndChange
Assets
Savings and Temporary Cash Investments$3,939,557$4,183,041▲ $243,484
Investments in Publicly Traded Securities$3,526,907$3,684,877▲ $157,970
Land, Buildings, and Equipment, Net$1,328,098$1,774,332▲ $446,234
Prepaid Expenses and Deferred Charges$381,315$472,240▲ $90,925
Cash and Non-Interest-Bearing Accounts$1,307,047$268,328▼ $1,038,719
Accounts Receivable$358,112$185,401▼ $172,711
Intangible Assets$55,000$106,911▲ $51,911
Pledges and Grants Receivable$58,455$16,000▼ $42,455
Other Notes and Loans Receivable, Net$0$0→ $0
Receivable From Disqualified Prsn$0$0→ $0
Receivables From Officers Etc$0$0→ $0
Inventories for Sale or Use$0$0→ $0
Total Assets$11,252,403$10,921,730▼ $330,673
Other Assets Total$297,912$230,600▼ $67,312
Liabilities
Deferred Revenue$2,433,493$2,235,205▼ $198,288
Other Liabilities$1,004,572$974,356▼ $30,216
Accounts Payable and Accrued Expenses$327,512$200,678▼ $126,834
Total Liabilities$3,765,577$3,410,239▼ $355,338
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$7,128,633$7,095,753▼ $32,880
Net Assets With Donor Restrictions$358,193$415,738▲ $57,545
Total Net Assets Fund Balance$7,486,826$7,511,491▲ $24,665
Total Liabilities and Net Assets / Fund Balance$11,252,403$10,921,730▼ $330,673

Asset Categories

AssetBook ValueDepreciationBasis
Buildings$0$0$0
Other Land Buildings$1,774,332$390,600$0
Land$0-$0
Equipment$0$249,633$0
Leasehold Improvements$0$0$0

Endowment Activity

PeriodBeginningContrib.Gain/LossOther UsesEnd
2024$299,738$0▲ $9,922$0$299,738
2023$0$299,738→ $0$0$299,738
2022$0$0→ $0$0$0
2021$0$0→ $0$0$0
2020$0$0→ $0$0$0
Compensation and Service Providers
Top Officer Pay80th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
Amy MackChief Executive OfficerFT$324,334$10,500$334,834
Stephanie SharkeyCheif Operating OfficerFT$241,045$10,500$251,545
Karen Kinsella-obreitanChief People OfficerFT$205,557$10,500$216,057
Daniel LukaczerDirector of Medical Education CurriculumFT$202,917$10,500$213,417
Robert LubyDirector of Medical Education InitiativesFT$197,889$10,500$208,389
Brian ClintworthChief Finance OfficerFT$197,668$10,500$208,168
Michelle HarreldDirector of Medical Eduction Resources and StandardsFT$177,277$10,500$187,777
Karen Sigmon-smithDirector of Strategic Partnerships and InnovationFT$174,680$10,500$185,180
Liz GraterDirector of CredentialingFT$163,911$10,500$174,411

Board Members and Trustees

NameTitle
Joe PizzornoBoard Chair
Jeffrey BlandChairman Emeritus
David HarrisBoard Member
Gail ChristopherBoard Member
Loren IsraelsenBoard Member
Mark HymanBoard Member
Terry CookBoard Member
David JonesSecretary

Highest Paid Contractors

ContractorServicesLocationCompensation
JME Consultation Services LLCStrategic Medical Consulting201 Commons Park South Suite 1905, Stamford, CT 06902$242,275
Revenue and Support

Revenue Composition

Contributions and Grants
$942,153
Program Service Revenue
$16,848,439
Investment Income
$324,148
Other Revenue
$0
All Other Contributions
$21,083
Change in Net Assets
$-32,880

Audited Revenue Reconciliation

Revenue per Audited Statements
$18,114,740
Revenue Not Reported on Financial Statements
$0
Revenue Not Reported on Form 990
$0
Other Revenue Adjustments
$0
Total Revenue per Audited Statements
$18,114,740
Total Revenue per Form 990
$18,114,740
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Salaries, Compensation, and Employee Benefits$11,883,194
Other Expenses$6,264,426
Total Fundraising Expense$50,190
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Salaries and Wages$7,660,044$395,931$24,241$8,080,216
Conferences and Meetings$2,446,745$126,467$7,743$2,580,955
Current Officers, Directors, Trustees, and Key Employees$1,787,245$92,378$5,655$1,885,278
Fees for Services Other$846,484$6,474$396$853,354
Payroll Taxes$783,418$40,493$2,479$826,390
Other Employee Benefits$737,535$38,122$2,334$777,991
Advertising$715,530$36,984$2,264$754,778
Information Technology$622,576$32,180$1,970$656,726
Pension Plan Contributions$297,026$15,353$940$313,319
Office Expenses$196,436$10,153$622$207,211
Fees for Services Legal$144,413$7,464$457$152,334
Occupancy$121,623$6,286$385$128,294
Insurance$112,899$5,836$358$119,093
Travel$49,682$2,568$157$52,407
Fees for Services Accounting$42,648$2,204$135$44,987
Other Expenses$22,213$0$0$22,213
Depreciation Depletion$17,045$881$54$17,980
Interest$63$3$0$66
Total Functional Expenses$17,277,653$819,777$50,190$18,147,620

Audited Expense Reconciliation

Line ItemAmount
Expenses per Audited Statements$18,147,620
Total Expenses per Audited Statements$18,147,620
Total Expenses per Form 990$18,147,620
Expenses Not Reported on Financial Statements$0
Expenses Not Reported on Form 990$0
Other Expense Adjustments$0
Fundraising, Events, and Gaming
Fundraising activities
No
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Fundraising Direct Expenses$0
Fundraising Gross Income$0
Gaming Direct Expenses$0
Gaming Gross Income$0
Professional Fundraising Fees$0
Political and Lobbying Activity
Political campaign activity
No
Lobbying activity
No
Subject to proxy tax
No
Insider Transactions and Loans

Loans and Receivables

Line ItemBeginningEndChange
Receivables from Disqualified Persons$0$0→ $0
Receivables from Officers, Directors, Trustees, and Key Employees$0$0→ $0
Debt and Bond Financing

Other Reported Liabilities

LiabilityAmount
Vacation$395,280
Accrued Compensation$325,167
Lease Liabilities Operating Leases$231,588
Other Miscellaneous Liability$18,563
Lease Liabilities Financing Leases$3,758
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
Yes
Audit committee
Yes
Backup withholding compliance
Yes
Business relationship with 35% controlled entity
No
Business relationship with family members
No
Business relationship with organization members
No
Material changes to governing documents
No
Compensation from other sources disclosed
No
CEO compensation reviewed
Yes
Other officer compensation reviewed
Yes
Conflict-of-interest policy
Yes
Audited financial statements prepared
No
Key decisions subject to board approval
No
Management duties delegated
No

Governance Explanations

Form 990, Part VI, Section B, Line 11B

“The organizations finance department is headed by a CPA who prepares the IRS form 990. The CEO reviews and approves the form 990 for filing. The form 990 is signed by the CEO.”

Form 990, Part VI, Section B, Line 12C

“Each board member and key employee is required to complete a questionnaire regarding activities and business relationships of the organization in which they would or could benefit.”

Form 990, Part VI, Section B, Line 15

“The compensation of the CEO is determined by review of the independent comparable salaries and annually approved by the board of directors.”

Form 990, Part VI, Section C, Line 19

“Governing documents are available upon request.”

Filing and Contact Details

Filer

Filer Name
The Institute for Functional Medicine
EIN
91-2107518
Phone
2536613020
Address
505 S 336th Street Suite 600, Federal Way, WA 98003

Signing Officer

Name
Amy Mack
Title
CEO
Phone
2536613020
Signed
2025-10-15

Organization Details

Principal Officer
Amy Mack
Formed
2001
Legal Domicile
Wa
Voting Board Members
9
Independent Board Members
8
Employees
118
Volunteers
0
Supplemental Narrative

Additional Explanations

Form 990, Part I, Line 1

“Provide resources and tools for practicing functional clinicians and patients. IFM's mission is to ensure the widespread adoption of functional medicine.”

Form 990, Part III, Line 1

“Both health and complex chronic disease. Our innovative and visionary leadership model for personalized patient care, and commitment to quality drive our success.”

Form 990, Part XI, Line 9

“Change in net assets with donor restrictions.”

Financial Statement Notes

Schedule D, Part V, Line 4

“Endowment funds are restricted for use for the founders scholarship program.”

Raw XML AppendixShowing 400 of 978 raw XML fields

This appendix keeps the raw XML leaves available for debugging and edge-case review. The human report above is the primary experience.

Path#Value
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IRS990/ActivitiesConductedPrtshpInd00
IRS990/ActivityOrMissionDesc0THE PRIMARY PURPOSE IS TO PROVIDE COMPREHENSIVE FUNCTIONAL MEDICINE EDUCATION AND TRAINING TO CLINICIANS WORLD WIDE AND TO PROVIDE RESOURCES AND TOOLS FOR PRACTICING CLINICIANS AND PATIENTS. IFM'S MISSION IS TO ENSURE THE WIDESPREAD ADOPTION OF FUNCTIONAL MEDICINE.
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IRS990/Desc0PROVIDE EDUCATION PROGRAMS TO MEDICAL PRACTITIONERS IN APPLYING THE PRINCIPLES AND PROCESSES OF FUNCTIONAL MEDICINE TO ENHANCE PATIENT OUTCOMES. COURSES ARE TAUGHT USING A COMBINATION OF LECTURES, SMALL GROUP CASE STUDIES IN CLASSROOM SETTINGS AND ON-LINE. EDUCATION PROGRAMS INCLUDE AN ANNUAL INTERNATIONAL CONFERENCE, AN ONLINE COHORT TEACHING THE APPLICATION OF FUNCTIONAL MEDICINE IN CLINICAL PRACTICE (AFMCP), SEVERAL COURSES IN ADVANCE CLINICAL TRAINING OF FUNCTIONAL MEDICINE AND SEVERAL ONLINE COURSES AND TUTORIALS. CONTINUING MEDICAL EDUCATION (CME) IS OFFERED FOR COURSES WITHIN THE US. LICENSED CLINICIANS MAY COMPLETE RIGOROUS STUDIES AND TESTING TO ACHIEVE CERTIFICATION IN FUNCTIONAL MEDICINE
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IRS990/Form990PartVIISectionAGrp/TitleTxt1CHEIF OPERATING OFFICER
IRS990/Form990PartVIISectionAGrp/TitleTxt2CHIEF PEOPLE OFFICER
IRS990/Form990PartVIISectionAGrp/TitleTxt3DIRECTOR OF MEDICAL EDUCATION CURRICULUM
IRS990/Form990PartVIISectionAGrp/TitleTxt4DIRECTOR OF MEDICAL EDUCATION INITIATIVES
IRS990/Form990PartVIISectionAGrp/TitleTxt5CHIEF FINANCE OFFICER
IRS990/Form990PartVIISectionAGrp/TitleTxt6DIRECTOR OF MEDICAL EDUCTION RESOURCES AND STANDARDS
IRS990/Form990PartVIISectionAGrp/TitleTxt7DIRECTOR OF STRATEGIC PARTNERSHIPS AND INNOVATION
IRS990/Form990PartVIISectionAGrp/TitleTxt8DIRECTOR OF CREDENTIALING
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IRS990/MissionDesc0TO SERVE THE HIGHEST EXPRESSION OF INDIVIDUAL HEALTH THROUGH WIDESPREAD ADOPTION OF FUNCTIONAL MEDICINE AS THE STANDARD OF CARE. FUNCTIONAL MEDICINE IS PATIENT-CENTERED HEALTH CARE THAT ADDRESSES THE UNIQUE INTERACTIONS AMONG GENETIC, ENVIRONMENTAL AND LIFESTYLE FACTORS INFLUENCING BOTH HEALTH AND COMPLEX CHRONIC DISEASE. OUR INNOVATIVE AND VISIONARY LEADERSHIP MODEL FOR PERSONALIZED PATIENT CARE, AND COMMITMENT TO QUALITY DRIVE OUR SUCCESS.
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