Private Investors Forum Fka Pennsylvania Private Investors Grp
Nonprofit profile at a glance
- EIN
- 232615105
- IRS 990-EZ coverage
- 2013–2022
- Forms available
- Form 990-EZ 2022
- Location
- Bala Cynwyd, PA, USA
- Phone
- 2156608001
- Rating confidence
- Limited
- Sector
- Chambers of Commerce & Business Leagues
Reported finances
- Revenue
- $99,791
- Expenses
- $120,999
- Assets
- $235,239
Source: IRS Form 990-EZ. Selected filing: tax year 2022. Amounts in USD.
Leadership & pay
7 people listed
Executive titles in this filing
- MELVIN J BUCKMAN (PRESIDENT)
People named in this filing
- RICHARD LEVIN (CHAIRMAN)
- MELVIN J BUCKMAN (PRESIDENT)
- STEVE HARRIS (DIRECTOR)
Selected names, not a complete roster or a statement of current roles. Open leadership details for the complete filed list.
Source: IRS Form 990-EZ. Selected filing: tax year 2022. Names and roles reflect this filing, not necessarily current officeholders.
Overview
Mission
The organization is dedicated to providing education and stimulating investment in the greater philadelphia region. This mission is accomplished by hosting the annual angel venture fair. Quarterly educational meetings for accredited investors and the establishment of the pif due diligence fund.
What it reported doing in 2022
The organization is dedicated to providing education and stimulating investment in the greater philadelphia region. This mission is accomplished by hosting the annual angel venture fair, quarterly educational meetings for accredited investors and the establishment of the due diligence fund.
Operating model
- Revenue model
- Earned-program. 100% of the money available for current operations came from fees and other program revenue.
- Distribution model
- Cannot be determined from the filing. The filing does not provide enough consistent spending detail to tell whether the nonprofit works directly or through others.
The verdict
- The available evidence is not sufficient to produce an overall rating for this filing. This is not a warning sign.
Rating breakdown
- Financial Efficiency: NotEnoughData
- Transparency & Controls: 82
- Sustainability: 36
- Growth: 60
Detailed rating inputs
Financial Efficiency
- Mission deployment rate: Limited
- Program expense ratio: Limited
Transparency & Controls
- Consistency checks: 100%; rating input score 100; 51st percentile among comparable filings
- Major donor itemization: Limited
Sustainability
- Operating margin: -21.3%; rating input score 24; 24th percentile among comparable filings
- Total-asset coverage ratio: 1.94; rating input score 61; 61st percentile among comparable filings
- Liabilities to assets ratio: Limited
- Officer compensation ratio: 0%; rating input score 56; 56th percentile among comparable filings
Growth
- Program expense growth: Limited
- Revenue growth: 6.8% per year; rating input score 100; 77th percentile among comparable filings
- Asset growth: 6.5% per year; rating input score 100; 62nd percentile among comparable filings
Details
- Where the money goes: Financial trends and filed revenue, expense, asset, and liability detail
- Governance: Filed governance answers
- Accomplishments: 1 filed program accomplishment
- Leadership: top reported pay $0 · 7 people listed
- Consistency: 5 of 5 current checks pass
- Schedules: 1 filed schedules
- Filing history: 7 filing years from 2013 to 2022
- Contacts: How to reach this organization
- 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.
- High — Sustainability: Operating margin scored 24/100.
- Review — Sustainability: Officer compensation ratio scored 56/100.