Physicians Research Institute Inc (EIN 811052408) - 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

Joseph A Schwartz III

Phone

4104432287

Tax Period

2025-01-01 to 2025-12-31

Physicians Research Institute Inc, founded in 2016, is a micro nonprofit in the Community Improvement sector that reported $26K in total revenue in fiscal year 2025. Revenue fell 85% from the prior year — a significant decline worth monitoring. Expenses of $56K exceeded revenue, resulting in a 119% operating deficit.

Mission

TO PROVIDE HONEST, ACTION-ORIENTED INFORMATION TO MEDICAL PROFESSIONALS.

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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 $25,800

Program Service Revenue $0

Investment Income $0

Other Revenue $0

TOTAL REVENUE $25,800

Expense Breakdown

Grants Paid $0

Salaries & Benefits $35,284

Fundraising Expenses $0

Program Expenses $43,138

Other Expenses $21,147

TOTAL EXPENSES $56,431

Year-over-Year Comparison

	2025	2024	Change
Revenue	$25,800	$170,200	-0.8%
Expenses	$56,431	$157,582	-0.6%
Net Income	$-30,631	$12,618	-3.4%

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

$38,154

Total Directors

$38,154

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
JOSEPH A SCHWARTZ III	PRESIDENT	40.0	Officer Director	$31,154	$0	$31,154
GENE RANSOM	CHAIRMAN	0.25	Officer Director	$5,000	$0	$5,000
RICHELE KEEL TAYLOR	BOARD MEMBER	0.25	Officer Director	$1,000	$0	$1,000
SHEILA BUSH	SECERTARY/TREASURER	0.25	Officer Director	$1,000	$0	$1,000

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	$25,800	$56,431	$14,472	$-30,631
2024	$170,200	$157,582	$45,103	$12,618
2023	$146,459	$150,727	$32,485	$-4,268
2022	$153,650	$127,401	$36,753	$26,249
2021	$132,942	$130,316	$10,504	$2,626
2020	$117,669	$146,991	$7,878	$-29,322
2019	$183,648	$191,303	$37,200	$-7,655
2018	$202,000	$201,261	$44,855	$739

Physicians Research Institute Inc