Civic Intelligence

Palm Beach Investment Research Group Inc

EIN 94-3472050 • 501(c)7 • Delray Beach, FL

Profile

Social club to discuss investment ideas.

13638 Via Flora Suite ADelray Beach, FL 33484

www.pbirgi.com

Siviq Scores

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

Liabilities / Assets

33rd percentile

0.00x

Tied with the lowest-debt nonprofits in its peer group.

501(c)7 • $500k-$1M nonprofits • Source year 2024

Liabilities / Revenue

34th percentile

0.00x

Tied with the lowest-debt nonprofits in its peer group.

501(c)7 • $500k-$1M nonprofits • Source year 2024

Net Margin

27th percentile

-2.7%

Higher net margin than 27% of similar nonprofits.

501(c)7 • $500k-$1M nonprofits • Source year 2024

Top Officer Pay

89th percentile

$0

Higher top officer pay than 89% of similar nonprofits.

Top officer pay equals 0.0% of source-year revenue.

501(c)7 • $500k-$1M nonprofits • Source year 2024

Asset Growth

19th percentile

-6.2%

Faster asset growth than 19% of similar nonprofits.

501(c)7 • $500k-$1M nonprofits • Annualized from 2023 to 2024

Revenue Growth

78th percentile

18%

Faster revenue growth than 78% of similar nonprofits.

501(c)7 • $500k-$1M nonprofits • Annualized from 2023 to 2024

Balance Sheet
Liabilities / Assets33rd percentile

Assets

Down

$246,612

Down $16,168 (-6.2%) from 2023

Liabilities

Flat

$0

Flat from 2023

Net Assets

Down

$246,612

Down $16,168 (-6.2%) from 2023

Operations
Liabilities / Revenue34th percentileNet Margin27th percentile

Revenue

Up

$593,489

Up $92,489 (+18%) from 2023

Expenses

Up

$609,657

Up $219,471 (+56%) from 2023

Net Income

Down

-$16,168

Down $126,982 (-115%) from 2023

Trend Graphs

Balance Sheet Trend

Asset Growth19th percentile

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

$300K$200K$100K$0Assets 2021: $130,919Liabilities 2021: $0Net Assets 2021: $130,9192021Assets 2022: $151,966Liabilities 2022: $0Net Assets 2022: $151,9662022Assets 2023: $262,780Liabilities 2023: $0Net Assets 2023: $262,7802023Assets 2024: $246,612Liabilities 2024: $0Net Assets 2024: $246,6122024

Highlighted filing

2024

Assets$246,612
Liabilities$0
Net Assets$246,612
Open 2024 Filing

Operations Trend

Revenue Growth78th percentile

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

$800K$600K$400K$200K$0-$200KRevenue 2021: $359,788Expenses 2021: $360,508Net Income 2021: -$7202021Revenue 2022: $387,834Expenses 2022: $366,787Net Income 2022: $21,0472022Revenue 2023: $501,000Expenses 2023: $390,186Net Income 2023: $110,8142023Revenue 2024: $593,489Expenses 2024: $609,657Net Income 2024: -$16,1682024

Highlighted filing

2024

Revenue$593,489
Expenses$609,657
Net Income-$16,168
Open 2024 Filing

Filings

Most recent year

2024 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$246,612
Liabilities
$0
Net assets
$246,612
Revenue
$593,489
Expenses
$609,657
Net income
-$16,168
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$2.47$0.00$2.47$5.93$6.10$0.16
2023XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$2.63$0.00$2.63$5.01$3.90$1.11
2022Detailed filing. Detailed filing data is available for this year.$1.52$0.00$1.52$3.88$3.67$0.21
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.31$0.00$1.31$3.60$3.61$0.01
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jan 1, 2024 to Dec 31, 2024
Signed
Nov 7, 2025
Return Version
2024v5.0
Gross Receipts
$593,489
Mission and Program Overview

Mission

Social club to discuss investment ideas.

Social Club to discuss investment ideas

Balance Sheet Detail
LineBeginningEndChange
Assets
Rtn Earn Endowment Incm Other Fnds$262,780$246,612▼ $16,168
Cash and Non-Interest-Bearing Accounts$217,519$187,496▼ $30,023
Land, Buildings, and Equipment, Net$45,261$49,116▲ $3,855
Other Notes and Loans Receivable, Net-$10,000-
Pd in Cap Srpls Land Bldg Eqp Fund$0$0→ $0
Cap Stk Tr Prin Current Funds$0$0→ $0
Total Assets$262,780$246,612▼ $16,168
Liabilities
Total Liabilities$0$0→ $0
Net Assets / Fund Balance
Total Net Assets Fund Balance$262,780$246,612▼ $16,168
Total Liabilities and Net Assets / Fund Balance$262,780$246,612▼ $16,168

Asset Categories

AssetBook ValueDepreciationBasis
Buildings$0$0$0
Other Land Buildings$0$0$0
Land$0-$0
Equipment$49,116$0$0
Leasehold Improvements$0$0$0
Compensation and Service Providers
Top Officer Pay89th percentile

Board Members and Trustees

NameTitle
Richard StonePresident

Highest Paid Contractors

ContractorServicesLocationCompensation
Cape Structured Funding LLCClub Administration13638 Via Flora Suite A, Delray Beach, FL 33484$162,056
Revenue and Support

Revenue Composition

Contributions and Grants
$593,489
Program Service Revenue
$0
Investment Income
$0
Other Revenue
$0
All Other Contributions
$407,489
Change in Net Assets
$-16,168
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$572,657
Grants and Similar Amounts Paid$37,000
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Conferences and Meetings---$308,650
Fees for Services Management---$162,056
Fees for Services Legal---$81,272
Grants to Domestic Orgs---$37,000
Office Expenses---$8,739
Other Expenses---$6,390
Insurance---$5,550
Total Functional Expenses$0$0$0$609,657
International Activity

Grant and Assistance Recipients

RecipientLocationCategoryPurposeAmount
S Florida Science CenterWest Palm Beach, FL-To fund the operations of the science museum$22,500
Institute for a Secure America IncWashington, DC-General support to the organization$10,000
Fundraising, Events, and Gaming
Fundraising activities
No
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Professional Fundraising Fees$0
Political and Lobbying Activity
Political campaign activity
No
Subject to proxy tax
No
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
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
No
Other officer compensation reviewed
No
Conflict-of-interest policy
No
Audited financial statements prepared
No
Key decisions subject to board approval
No
Management duties delegated
Yes

Governance Explanations

Form 990, Part VI, Section A, Line 3

“Club Administrator is Cape Structured Funding LLC”

Form 990, Part VI, Section A, Line 6

“Members pay membership dues.”

Form 990, Part VI, Section A, Line 8A

“Minutes not taken at the club's meetings.”

Form 990, Part VI, Section A, Line 8B

“No committees.”

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

“The Form 990 is prepared by the Club Administrator/Accountant and is reviewed and approved by the club President. The Form 990 is available at all reasnoable times for inspection at the request of any member.”

Form 990, Part VI, Section C, Line 19

“The club's financial statements are available for inspection at any reasonable time by any member. The club's financial statements are not available for inspection by the public.”

Filing and Contact Details

Filer

Filer Name
Palm Beach Investment Research Group Inc
EIN
94-3472050
Phone
5614951894
Address
13638 Via Flora Suite A, Delray Beach, FL 33484

Signing Officer

Name
Richard Stone
Title
President
Phone
5613584800
Signed
2025-11-07

Organization Details

Principal Officer
Richard Stone
Formed
2009
Legal Domicile
Fl
Voting Board Members
27
Independent Board Members
27
Employees
0
Volunteers
0
Raw XML Appendix309 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/BooksInCareOfDetail/USAddress/CityNm0Delray Beach
IRS990/BooksInCareOfDetail/USAddress/StateAbbreviationCd0FL
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IRS990/CompensationFromOtherSrcsInd00
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IRS990/ConflictOfInterestPolicyInd00
IRS990/ConservationEasementsInd00
IRS990/ConsolidatedAuditFinclStmtInd00
IRS990/ContractorCompensationGrp/CompensationAmt0162056
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IRS990/DeductibleNonCashContriInd00
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IRS990/DescribedInSection501c3Ind00
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IRS990/DonorAdvisedFundInd00
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IRS990/FeesForServicesManagementGrp/TotalAmt0162056
IRS990/ForeignActivitiesInd00
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IRS990/Form990ProvidedToGvrnBodyInd00
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IRS990/FormerOfcrEmployeesListedInd00
IRS990/FSAuditedInd00
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IRS990/GainOrLossGrp/OtherAmt00
IRS990/GainOrLossGrp/SecuritiesAmt00
IRS990/GamingActivitiesInd00
IRS990/GoverningBodyVotingMembersCnt027
IRS990/GovernmentGrantsAmt00
IRS990/GrantAmt037300
IRS990/GrantsToDomesticOrgsGrp/TotalAmt037000
IRS990/GrantsToIndividualsInd00
IRS990/GrantsToOrganizationsInd01
IRS990/GrantToRelatedPersonInd00
IRS990/GrossReceiptsAmt0593489
IRS990/GrossReceiptsForPublicUseAmt00
IRS990/GroupReturnForAffiliatesInd00
IRS990/IncludeFIN48FootnoteInd00
IRS990/IndependentAuditFinclStmtInd00
IRS990/IndependentVotingMemberCnt027
IRS990/IndivRcvdGreaterThan100KCnt01
IRS990/IndoorTanningServicesInd00
IRS990/InfoInScheduleOPartVIInd0X
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IRS990/InsuranceGrp/TotalAmt05550
IRS990/InvestmentExpenseAmt00
IRS990/InvestmentInJointVentureInd00
IRS990/IRPDocumentCnt00
IRS990/IRPDocumentW2GCnt00
IRS990/LandBldgEquipAccumDeprecAmt00
IRS990/LandBldgEquipBasisNetGrp/BOYAmt045261
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IRS990/LandBldgEquipCostOrOtherBssAmt049116
IRS990/LegalDomicileStateCd0FL
IRS990/LoanOutstandingInd00
IRS990/LocalChaptersInd00
IRS990/MaterialDiversionOrMisuseInd00
IRS990/MembershipDuesAmt0186000
IRS990/MembersOrStockholdersInd01
IRS990/MethodOfAccountingCashInd0X
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IRS990/MissionDesc0Social club to discuss investment ideas.
IRS990/MoreThan5000KToIndividualsInd00
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IRS990/NetAssetsOrFundBalancesBOYAmt0262780
IRS990/NetAssetsOrFundBalancesEOYAmt0246612
IRS990/NetUnrelatedBusTxblIncmAmt00
IRS990/NetUnrlzdGainsLossesInvstAmt00
IRS990/NoListedPersonsCompensatedInd0X
IRS990/NoncashContributionsAmt00
IRS990/NondeductibleContributionsInd01
IRS990/NondeductibleContriDisclInd00
IRS990/OfficeExpensesGrp/TotalAmt08739
IRS990/OfficerMailingAddressInd00
IRS990/OperateHospitalInd00
IRS990/Organization501cInd0X
IRS990/OrgDoesNotFollowFASB117Ind0X
IRS990/OtherChangesInNetAssetsAmt00
IRS990/OtherExpensesGrp/Desc0Special Event
IRS990/OtherExpensesGrp/TotalAmt06390
IRS990/OtherRevenueTotalAmt00
IRS990/OthNotesLoansReceivableNetGrp/EOYAmt010000
IRS990/PartialLiquidationInd00
IRS990/PdInCapSrplsLandBldgEqpFundGrp/BOYAmt00
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IRS990/PoliticalCampaignActyInd00
IRS990/PrincipalOfficerNm0Richard Stone
IRS990/PriorPeriodAdjustmentsAmt00
IRS990/ProfessionalFundraisingInd00
IRS990/ProhibitedTaxShelterTransInd00
IRS990/PYBenefitsPaidToMembersAmt00
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IRS990/ReconcilationRevenueExpnssAmt0-16168
IRS990/RelatedEntityInd00
IRS990/RelatedOrganizationCtrlEntInd00
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IRS990/RentalIncomeOrLossGrp/RealAmt00
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IRS990/ScheduleBRequiredInd00
IRS990ScheduleD/BuildingsGrp/BookValueAmt00
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IRS990ScheduleD/LeaseholdImprovementsGrp/BookValueAmt00
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IRS990ScheduleI/GrantRecordsMaintainedInd00
IRS990ScheduleI/RecipientTable/CashGrantAmt010000
IRS990ScheduleI/RecipientTable/CashGrantAmt122500
IRS990ScheduleI/RecipientTable/PurposeOfGrantTxt0General support to the organization
IRS990ScheduleI/RecipientTable/PurposeOfGrantTxt1To fund the operations of the science museum
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine1Txt0Institute for a Secure America Inc
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine1Txt1S Florida Science Center
IRS990ScheduleI/RecipientTable/RecipientEIN0873381193
IRS990ScheduleI/RecipientTable/RecipientEIN1590915177
IRS990ScheduleI/RecipientTable/USAddress/AddressLine1Txt01730 M Street NW Suite 611
IRS990ScheduleI/RecipientTable/USAddress/AddressLine1Txt14801 Dreher Trail North
IRS990ScheduleI/RecipientTable/USAddress/CityNm0Washington
IRS990ScheduleI/RecipientTable/USAddress/CityNm1West Palm Beach
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IRS990ScheduleI/RecipientTable/USAddress/ZIPCd020036
IRS990ScheduleI/RecipientTable/USAddress/ZIPCd133405
IRS990ScheduleI/SupplementalInformationDetail/ExplanationTxt0The club donates funds to deserving public organizations that are well known to members. These oranizations are prominent and in many cases host local events that are sponsored by the club's contributions. This facilitates the proper use monitoring of the donated funds.
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IRS990/ScheduleJRequiredInd00
IRS990/ScheduleORequiredInd01
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IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1Members pay membership dues.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2Minutes not taken at the club's meetings.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3No committees.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4The Form 990 is prepared by the Club Administrator/Accountant and is reviewed and approved by the club President. The Form 990 is available at all reasnoable times for inspection at the request of any member.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5The club's financial statements are available for inspection at any reasonable time by any member. The club's financial statements are not available for inspection by the public.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Form 990, Part VI, Section A, Line 3
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Form 990, Part VI, Section A, Line 6
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Form 990, Part VI, Section A, Line 8a
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3Form 990, Part VI, Section A, Line 8b
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4Form 990, Part VI, Section B, Line 11b
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IRS990/USAddress/AddressLine1Txt03600 Gardens Parkway
IRS990/USAddress/AddressLine2Txt01702B
IRS990/USAddress/CityNm0Palm Beach Gardens
IRS990/USAddress/StateAbbreviationCd0FL
IRS990/USAddress/ZIPCd033410
IRS990/VotingMembersGoverningBodyCnt027
IRS990/VotingMembersIndependentCnt027
IRS990/WebsiteAddressTxt0www.pbirgi.com
IRS990/WhistleblowerPolicyInd00
ReturnHeader/BuildTS02025-03-06 01:10:19Z
ReturnHeader/BusinessOfficerGrp/PersonNm0Richard Stone
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0President
ReturnHeader/BusinessOfficerGrp/PhoneNum05613584800
ReturnHeader/BusinessOfficerGrp/SignatureDt02025-11-07
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0Palm Beach Investment Research Group Inc
ReturnHeader/Filer/BusinessNameControlTxt0PALM
ReturnHeader/Filer/EIN0943472050
ReturnHeader/Filer/PhoneNum05614951894
ReturnHeader/Filer/USAddress/AddressLine1Txt013638 Via Flora Suite A
ReturnHeader/Filer/USAddress/CityNm0Delray Beach
ReturnHeader/Filer/USAddress/StateAbbreviationCd0FL
ReturnHeader/Filer/USAddress/ZIPCd033484
ReturnHeader/IRSResponsiblePrtyInfoCurrInd01
ReturnHeader/ReturnTs02025-11-10T10:49:52-07:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/TaxPeriodBeginDt02024-01-01
ReturnHeader/TaxPeriodEndDt02024-12-31
ReturnHeader/TaxYr02024

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