Palm Beach Investment Research Group Inc

EIN: 943472050

Delray Beach, FL

Total Revenue
$501,000
Total Expenses
$390,186
Total Assets
$262,780
Net Assets
$262,780
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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
2009
Legal Domicile
FL
Principal Officer
Richard Stone
Phone
5614951894
Tax Period
2023-01-01 to 2023-12-31

Palm Beach Investment Research Group Inc, founded in 2009, is a small nonprofit that reported $501K in total revenue in fiscal year 2023. Revenue surged 29% from the prior year, signaling strong growth momentum. The organization ran a surplus of $111K, a strong 22% operating margin.

Mission

Social Club to discuss investment ideas

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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%)

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Financial Overview (2023)

Revenue Breakdown

Contributions & Grants $501,000
Program Service Revenue $0
Investment Income $0
Other Revenue $0
TOTAL REVENUE $501,000

Expense Breakdown

Grants Paid $41,808
Salaries & Benefits $0
Fundraising Expenses $0
Program Expenses $302,440
Other Expenses $348,378
TOTAL EXPENSES $390,186

Year-over-Year Comparison

2023 2022 Change
Revenue $501,000 $387,834 +0.3%
Expenses $390,186 $366,787 +0.1%
Net Income $110,814 $21,047 +4.3%
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

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Governance

Voting Members
31
Independent Members
31
Employees
N/A
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
1
$0
Total Directors
1
$0
Key Employees
0
$0
Highest Compensated
0
reported
Name Title Hours/Week Role Reportable Comp Other Comp Total
Richard Stone President 2.0
Officer 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
2024 No data No data No data No data
2023 $501,000 $390,186 $262,780 $110,814
2022 $387,834 $366,787 $151,966 $21,047
2021 $359,788 $360,508 $130,919 $-720
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