Civic Intelligence

Welfare Research Inc.

990 • Fiscal year 2013 • EIN 14-6046778

Jan 01, 2013 to Dec 31, 2013 • Filed on Apr 21, 2014

14 Columbia Circle Suite 10412203

(518) 713-4726

Siviq Scores

Precomputed percentiles for this filing year versus similar nonprofits in the same peer cohort.

Liabilities / Assets

93rd percentile

1.10x

Higher debt load relative to assets than 93% of similar nonprofits.

2013 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2013

Liabilities / Revenue

60th percentile

0.19x

Higher debt load relative to revenue than 60% of similar nonprofits.

2013 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2013

Net Margin

49th percentile

2.4%

Higher net margin than 49% of similar nonprofits.

2013 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2013

Top Officer Pay

61st percentile

$72,693

Higher top officer pay than 61% of similar nonprofits.

Top officer pay equals 2.7% of source-year revenue.

2013 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2013

Asset Growth

17th percentile

-6.4%

Faster asset growth than 17% of similar nonprofits.

2013 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2012 to 2013

Revenue Growth

80th percentile

29%

Faster revenue growth than 80% of similar nonprofits.

2013 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2012 to 2013

Assets

Down

$454,217

Down $31,101 (-6.4%) from 2012

Net Assets

Up

-$44,083

Up $64,563 (+59%) from 2012

Liabilities

Down

$498,300

Down $95,664 (-16%) from 2012

Revenue

Up

$2,668,440

Up $598,070 (+29%) from 2012

Expenses

Up

$2,603,877

Up $499,041 (+24%) from 2012

Net Income

Up

$64,563

Up $99,029 (+287%) from 2012

Historical Trend

Balance Sheet Trend

The highlighted filing sits inside the broader history for assets, liabilities, and net assets.

$10M$5.0M$0-$5.0MAssets 2011: $544,278Liabilities 2011: $618,458Net Assets 2011: -$74,1802011Assets 2012: $485,318Liabilities 2012: $593,964Net Assets 2012: -$108,6462012Assets 2013: $454,217Liabilities 2013: $498,300Net Assets 2013: -$44,0832013Assets 2014: $662,444Liabilities 2014: $600,859Net Assets 2014: $61,5852014Assets 2015: $930,248Liabilities 2015: $828,776Net Assets 2015: $101,4722015Assets 2016: $1,471,937Liabilities 2016: $1,505,161Net Assets 2016: -$33,2242016Assets 2017: $1,016,161Liabilities 2017: $1,072,790Net Assets 2017: -$56,6292017Assets 2018: $1,178,668Liabilities 2018: $1,998,872Net Assets 2018: -$820,2042018Assets 2019: $1,494,910Liabilities 2019: $2,317,824Net Assets 2019: -$822,9142019Assets 2020: $4,023,005Liabilities 2020: $5,792,088Net Assets 2020: -$1,769,0832020Assets 2021: $8,298,466Liabilities 2021: $9,524,244Net Assets 2021: -$1,225,7782021Assets 2022: $3,748,246Liabilities 2022: $3,986,749Net Assets 2022: -$238,5032022Assets 2023: $5,311,770Liabilities 2023: $5,788,218Net Assets 2023: -$476,4482023Assets 2024: $3,489,846Liabilities 2024: $4,137,993Net Assets 2024: -$648,1472024

Highlighted filing

2013

Assets$454,217
Liabilities$498,300
Net Assets-$44,083

Operations Trend

Revenue, expenses, and net income across loaded years, with this filing highlighted.

$60M$40M$20M$0-$20MRevenue 2011: $2,163,364Expenses 2011: $2,145,951Net Income 2011: $17,4132011Revenue 2012: $2,070,370Expenses 2012: $2,104,836Net Income 2012: -$34,4662012Revenue 2013: $2,668,440Expenses 2013: $2,603,877Net Income 2013: $64,5632013Revenue 2014: $2,962,855Expenses 2014: $2,857,187Net Income 2014: $105,6682014Revenue 2015: $2,880,323Expenses 2015: $2,801,087Net Income 2015: $79,2362015Revenue 2016: $3,083,947Expenses 2016: $3,208,766Net Income 2016: -$124,8192016Revenue 2017: $3,138,507Expenses 2017: $3,161,912Net Income 2017: -$23,4052017Revenue 2018: $3,104,018Expenses 2018: $2,962,130Net Income 2018: $141,8882018Revenue 2019: $3,784,227Expenses 2019: $3,786,937Net Income 2019: -$2,7102019Revenue 2020: $4,458,351Expenses 2020: $5,404,520Net Income 2020: -$946,1692020Revenue 2021: $56,602,277Expenses 2021: $56,058,972Net Income 2021: $543,3052021Revenue 2022: $10,254,599Expenses 2022: $9,267,324Net Income 2022: $987,2752022Revenue 2023: $8,255,935Expenses 2023: $8,493,880Net Income 2023: -$237,9452023Revenue 2024: $10,902,361Expenses 2024: $11,074,060Net Income 2024: -$171,6992024

Highlighted filing

2013

Revenue$2,668,440
Expenses$2,603,877
Net Income$64,563
Jump To
Filing Snapshot
Filing Period
Jan 1, 2013 to Dec 31, 2013
Signed
Apr 21, 2014
Return Version
2013v3.0
Gross Receipts
$2,668,440
Mission and Program Overview

Mission

The mission of welfare research, inc. Is to provide research and technical assistance to enhance organization and staff capacity in the human services, health and educational sectors.

SEE PART III, LINE 1

Balance Sheet Detail
LineBeginningEndChange
Assets
Pledges and Grants Receivable$207,242$241,852▲ $34,610
Savings and Temporary Cash Investments$260,305$189,143▼ $71,162
Land, Buildings, and Equipment, Net$10,666$13,043▲ $2,377
Prepaid Expenses and Deferred Charges$7,105$7,659▲ $554
Total Assets$485,318$454,217▼ $31,101
Other Assets Total$0$2,520▲ $2,520
Liabilities
Accounts Payable and Accrued Expenses$345,637$351,536▲ $5,899
Other Liabilities$80,228$93,186▲ $12,958
Deferred Revenue$168,099$53,578▼ $114,521
Total Liabilities$593,964$498,300▼ $95,664
Net Assets / Fund Balance
Unrestricted Net Assets$-108,646$-44,083▲ $64,563
Total Net Assets Fund Balance$-108,646$-44,083▲ $64,563
Total Liabilities and Net Assets / Fund Balance$485,318$454,217▼ $31,101

Asset Categories

AssetBook ValueDepreciationBasis
Equipment$13,043$25,164$38,207
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseTotal
Lawrence PoitrasFinancial DirectorFT$72,693$72,693
Lee LounsburyExecutive DirectorPT$70,892$70,892

Board Members and Trustees

NameTitle
Helene LaufferPresident
Charles TrentDirector
Ellen FedermanDirector
Joan MontbachDirector
Joseph ErazoDirector
Katie BrohawnDirector
Richard CaputoDirector
Stanley CapelaTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$2,666,450
Program Service Revenue
$0
Investment Income
$119
Other Revenue
$1,871
All Other Contributions
$5,841
Change in Net Assets
$64,563

Audited Revenue Reconciliation

Revenue per Audited Statements
$2,668,440
Revenue Not Reported on Financial Statements
$0
Revenue Not Reported on Form 990
$0
Total Revenue per Audited Statements
$2,668,440
Total Revenue per Form 990
$2,668,440
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Salaries, Compensation, and Employee Benefits$1,509,507
Other Expenses$1,094,370
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Salaries and Wages$858,822$8,224-$867,046
Other Employee Benefits$207,020$14,246-$221,266
Pension Plan Contributions$182,771$11,154-$193,925
Current Officers, Directors, Trustees, and Key Employees$85,404$58,181-$143,585
Payroll Taxes$77,769$5,916-$83,685
Occupancy$7,883$17,775-$25,658
Travel$19,084$2,073-$21,157
All Other Expenses$5,564$15,265-$20,829
Fees for Services Accounting-$17,250-$17,250
Office Expenses$6,333$2,312-$8,645
Other Expenses$4,326$1,160-$5,486
Depreciation Depletion$3,737$1,006-$4,743
Insurance-$4,707-$4,707
Fees for Services Legal-$1,805-$1,805
Total Functional Expenses$2,440,553$163,324$0$2,603,877

Audited Expense Reconciliation

Line ItemAmount
Expenses per Audited Statements$2,603,877
Total Expenses per Audited Statements$2,603,877
Total Expenses per Form 990$2,603,877
Expenses Not Reported on Financial Statements$0
Expenses Not Reported on Form 990$0
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
Lobbying activity
No
Subject to proxy tax
No
Debt and Bond Financing

Other Reported Liabilities

LiabilityAmount
Other Postemployment Benefits Obligation$93,186
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
No
Audit committee
Yes
Backup withholding compliance
Yes
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
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 11

Management reviews the form 990 and provides it to the full board of directors for the review prior to filing.

Form 990, Part VI, Section C, Line 19

Governing documents and financial statements are available on request and are filed with the nys department of law (charities bureau).

Filing and Contact Details

Filer

EIN
14-6046778
Phone
5187134726

Signing Officer

Name
Lee Lounsbury
Title
Executive Director
Phone
5187134726
Signed
2014-04-21
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Lee Lounsbury
Formed
1967
Legal Domicile
Ny
Voting Board Members
8
Independent Board Members
8
Employees
21
Volunteers
0

Preparer

Preparer
Timothy a Reynolds CPA
Phone
5187850134
Supplemental Narrative

Financial Statement Notes

PART X, LINE 2:

The income tax positions taken by the wri for any years open under the vaious statutes of limitations are that wri continues to be exempt from income taxes and that wri does not have net unrelated business income that would be subject to income taxes. Wri believes that there are no tax positions taken or expected to be taken that would significantly increase unrecognized tax benefits within 12 months of the reporting date. None of the wri's federal or state income tax return is currently under examination. However fiscal years 2009 and later remain subject to examination by the irs and the state of new york.

Raw XML AppendixShowing 400 of 424 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
IRS990/AccountantCompileOrReviewInd00
IRS990/AccountsPayableAccrExpnssGrp/BOYAmt0345637
IRS990/AccountsPayableAccrExpnssGrp/EOYAmt0351536
IRS990/ActivitiesConductedPrtshpInd00
IRS990/ActivityOrMissionDesc0SEE PART III, LINE 1
IRS990/AddressChangeInd0X
IRS990/AllOtherContributionsAmt05841
IRS990/AllOtherExpensesGrp/ManagementAndGeneralAmt015265
IRS990/AllOtherExpensesGrp/ProgramServicesAmt05564
IRS990/AllOtherExpensesGrp/TotalAmt020829
IRS990/AnnualDisclosureCoveredPrsnInd00
IRS990/AuditCommitteeInd01
IRS990/BackupWthldComplianceInd01
IRS990/BooksInCareOfDetail/BusinessName/BusinessNameLine10LAWRENCE POITRAS
IRS990/BooksInCareOfDetail/PhoneNum05187134726
IRS990/BooksInCareOfDetail/USAddress/AddressLine1014 COLUMBIA CIRCLE SUITE 104
IRS990/BooksInCareOfDetail/USAddress/City0ALBANY
IRS990/BooksInCareOfDetail/USAddress/State0NY
IRS990/BooksInCareOfDetail/USAddress/ZIPCode012203
IRS990/BusinessRlnWithFamMemInd00
IRS990/BusinessRlnWithOfficerEntInd00
IRS990/BusinessRlnWithOrgMemInd00
IRS990/ChangeToOrgDocumentsInd00
IRS990/CntrctRcvdGreaterThan100KCnt00
IRS990/CollectionsOfArtInd00
IRS990/CompCurrentOfcrDirectorsGrp/ManagementAndGeneralAmt058181
IRS990/CompCurrentOfcrDirectorsGrp/ProgramServicesAmt085404
IRS990/CompCurrentOfcrDirectorsGrp/TotalAmt0143585
IRS990/CompensationFromOtherSrcsInd00
IRS990/CompensationProcessCEOInd00
IRS990/CompensationProcessOtherInd00
IRS990/ConflictOfInterestPolicyInd01
IRS990/ConservationEasementsInd00
IRS990/ConsolidatedAuditFinclStmtInd00
IRS990/CreditCounselingInd00
IRS990/CYBenefitsPaidToMembersAmt00
IRS990/CYContributionsGrantsAmt02666450
IRS990/CYGrantsAndSimilarPaidAmt00
IRS990/CYInvestmentIncomeAmt0119
IRS990/CYOtherExpensesAmt01094370
IRS990/CYOtherRevenueAmt01871
IRS990/CYProgramServiceRevenueAmt00
IRS990/CYRevenuesLessExpensesAmt064563
IRS990/CYSalariesCompEmpBnftPaidAmt01509507
IRS990/CYTotalExpensesAmt02603877
IRS990/CYTotalFundraisingExpenseAmt00
IRS990/CYTotalProfFndrsngExpnsAmt00
IRS990/CYTotalRevenueAmt02668440
IRS990/DecisionsSubjectToApprovaInd00
IRS990/DeductibleArtContributionInd00
IRS990/DeductibleNonCashContriInd00
IRS990/DeferredRevenueGrp/BOYAmt0168099
IRS990/DeferredRevenueGrp/EOYAmt053578
IRS990/DelegationOfMgmtDutiesInd00
IRS990/DepreciationDepletionGrp/ManagementAndGeneralAmt01006
IRS990/DepreciationDepletionGrp/ProgramServicesAmt03737
IRS990/DepreciationDepletionGrp/TotalAmt04743
IRS990/Desc0THE PROGRAM SERVICES PROVIDED STUDIES, PROJECTS, AND OTHER RELATED RESEARCH IN THE AREA OF HUMAN SERVICES.
IRS990/DescribedInSection501c3Ind01
IRS990/DisregardedEntityInd00
IRS990/DocumentRetentionPolicyInd01
IRS990/DonorAdvisedFundInd00
IRS990/ElectionOfBoardMembersInd00
IRS990/EmployeeCnt021
IRS990/EmploymentTaxReturnsFiledInd01
IRS990/EngagedInExcessBenefitTransInd00
IRS990/ExpenseAmt02440553
IRS990/FamilyOrBusinessRlnInd00
IRS990/FederalGrantAuditRequiredInd00
IRS990/FeesForServicesAccountingGrp/ManagementAndGeneralAmt017250
IRS990/FeesForServicesAccountingGrp/TotalAmt017250
IRS990/FeesForServicesLegalGrp/ManagementAndGeneralAmt01805
IRS990/FeesForServicesLegalGrp/TotalAmt01805
IRS990/ForeignActivitiesInd00
IRS990/ForeignFinancialAccountInd00
IRS990/ForeignOfficeInd00
IRS990/Form8282PropertyDisposedOfInd00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt00.50
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt10.50
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt20.50
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt30.50
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt40.50
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt50.50
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt60.50
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt70.50
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt822.50
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt937.50
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd0X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd1X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd2X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd3X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd4X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd5X
IRS990/Form990PartVIISectionAGrp/OfficerInd0X
IRS990/Form990PartVIISectionAGrp/OfficerInd1X
IRS990/Form990PartVIISectionAGrp/OfficerInd2X
IRS990/Form990PartVIISectionAGrp/OfficerInd3X
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt00
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt10
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt20
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt30
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt40
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt50
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt60
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt70
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt80
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt90
IRS990/Form990PartVIISectionAGrp/PersonNm0RICHARD CAPUTO
IRS990/Form990PartVIISectionAGrp/PersonNm1ELLEN FEDERMAN
IRS990/Form990PartVIISectionAGrp/PersonNm2JOSEPH ERAZO
IRS990/Form990PartVIISectionAGrp/PersonNm3CHARLES TRENT
IRS990/Form990PartVIISectionAGrp/PersonNm4JOAN MONTBACH
IRS990/Form990PartVIISectionAGrp/PersonNm5KATIE BROHAWN
IRS990/Form990PartVIISectionAGrp/PersonNm6STANLEY CAPELA
IRS990/Form990PartVIISectionAGrp/PersonNm7HELENE LAUFFER
IRS990/Form990PartVIISectionAGrp/PersonNm8LEE LOUNSBURY
IRS990/Form990PartVIISectionAGrp/PersonNm9LAWRENCE POITRAS
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt00
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt10
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt20
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt30
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt40
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt50
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt60
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt70
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt870892
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt972693
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt00
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt10
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt20
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt30
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt40
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt50
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt60
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt70
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt80
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt90
IRS990/Form990PartVIISectionAGrp/TitleTxt0DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt1DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt2DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt3DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt4DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt5DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt6TREASURER
IRS990/Form990PartVIISectionAGrp/TitleTxt7PRESIDENT
IRS990/Form990PartVIISectionAGrp/TitleTxt8EXECUTIVE DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt9FINANCIAL DIRECTOR
IRS990/Form990ProvidedToGvrnBodyInd01
IRS990/FormationYr01967
IRS990/FormerOfcrEmployeesListedInd00
IRS990/FSAuditedBasisGrp/SeparateBasisFinclStmtInd0X
IRS990/FSAuditedInd01
IRS990/FundraisingActivitiesInd00
IRS990/GamingActivitiesInd00
IRS990/GoverningBodyVotingMembersCnt08
IRS990/GovernmentGrantsAmt02660609
IRS990/GrantsToIndividualsInd00
IRS990/GrantsToOrganizationsInd00
IRS990/GrantToRelatedPersonInd00
IRS990/GrossReceiptsAmt02668440
IRS990/GroupReturnForAffiliatesInd00
IRS990/IncludeFIN48FootnoteInd01
IRS990/IndependentAuditFinclStmtInd01
IRS990/IndependentVotingMemberCnt08
IRS990/IndivRcvdGreaterThan100KCnt00
IRS990/IndoorTanningServicesInd00
IRS990/InfoInScheduleOPartVIInd0X
IRS990/InsuranceGrp/ManagementAndGeneralAmt04707
IRS990/InsuranceGrp/TotalAmt04707
IRS990/InvestmentIncomeGrp/ExclusionAmt0119
IRS990/InvestmentIncomeGrp/TotalRevenueColumnAmt0119
IRS990/InvestmentInJointVentureInd00
IRS990/IRPDocumentCnt044
IRS990/IRPDocumentW2GCnt00
IRS990/LandBldgEquipAccumDeprecAmt025164
IRS990/LandBldgEquipBasisNetGrp/BOYAmt010666
IRS990/LandBldgEquipBasisNetGrp/EOYAmt013043
IRS990/LandBldgEquipCostOrOtherBssAmt038207
IRS990/LegalDomicileStateCd0NY
IRS990/LoanOutstandingInd00
IRS990/LobbyingActivitiesInd00
IRS990/LocalChaptersInd00
IRS990/MaterialDiversionOrMisuseInd00
IRS990/MembersOrStockholdersInd00
IRS990/MethodOfAccountingAccrualInd0X
IRS990/MinutesOfCommitteesInd01
IRS990/MinutesOfGoverningBodyInd01
IRS990/MissionDesc0THE MISSION OF WELFARE RESEARCH, INC. IS TO PROVIDE RESEARCH AND TECHNICAL ASSISTANCE TO ENHANCE ORGANIZATION AND STAFF CAPACITY IN THE HUMAN SERVICES, HEALTH AND EDUCATIONAL SECTORS.
IRS990/MoreThan5000KToIndividualsInd00
IRS990/MoreThan5000KToOrgInd00
IRS990/NetAssetsOrFundBalancesBOYAmt0-108646
IRS990/NetAssetsOrFundBalancesEOYAmt0-44083
IRS990/NetUnrelatedBusTxblIncmAmt00
IRS990/NondeductibleContributionsInd00
IRS990/OccupancyGrp/ManagementAndGeneralAmt017775
IRS990/OccupancyGrp/ProgramServicesAmt07883
IRS990/OccupancyGrp/TotalAmt025658
IRS990/OfficeExpensesGrp/ManagementAndGeneralAmt02312
IRS990/OfficeExpensesGrp/ProgramServicesAmt06333
IRS990/OfficeExpensesGrp/TotalAmt08645
IRS990/OfficerMailingAddressInd00
IRS990/OperateHospitalInd00
IRS990/Organization501c3Ind0X
IRS990/OrganizationFollowsSFAS117Ind0X
IRS990/OtherAssetsTotalGrp/BOYAmt00
IRS990/OtherAssetsTotalGrp/EOYAmt02520
IRS990/OtherChangesInNetAssetsAmt00
IRS990/OtherEmployeeBenefitsGrp/ManagementAndGeneralAmt014246
IRS990/OtherEmployeeBenefitsGrp/ProgramServicesAmt0207020
IRS990/OtherEmployeeBenefitsGrp/TotalAmt0221266
IRS990/OtherExpensesGrp/Desc0OTHER DIRECT GRANT EXPE
IRS990/OtherExpensesGrp/Desc1CONSULTANTS
IRS990/OtherExpensesGrp/Desc2EQUIPMENT
IRS990/OtherExpensesGrp/Desc3DATA PROCESSING
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt02250
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt11160
IRS990/OtherExpensesGrp/ProgramServicesAmt0519563
IRS990/OtherExpensesGrp/ProgramServicesAmt1429210
IRS990/OtherExpensesGrp/ProgramServicesAmt233067
IRS990/OtherExpensesGrp/ProgramServicesAmt34326
IRS990/OtherExpensesGrp/TotalAmt0519563
IRS990/OtherExpensesGrp/TotalAmt1431460
IRS990/OtherExpensesGrp/TotalAmt233067
IRS990/OtherExpensesGrp/TotalAmt35486
IRS990/OtherLiabilitiesGrp/BOYAmt080228
IRS990/OtherLiabilitiesGrp/EOYAmt093186
IRS990/OtherRevenueMiscGrp/BusinessCd0900099
IRS990/OtherRevenueMiscGrp/Desc0MISCELLANEOUS REVENUE
IRS990/OtherRevenueMiscGrp/RelatedOrExemptFuncIncomeAmt01871
IRS990/OtherRevenueMiscGrp/TotalRevenueColumnAmt01871
IRS990/OtherRevenueTotalAmt01871
IRS990/OtherSalariesAndWagesGrp/ManagementAndGeneralAmt08224
IRS990/OtherSalariesAndWagesGrp/ProgramServicesAmt0858822
IRS990/OtherSalariesAndWagesGrp/TotalAmt0867046
IRS990/PartialLiquidationInd00
IRS990/PayPremiumsPrsnlBnftCntrctInd00
IRS990/PayrollTaxesGrp/ManagementAndGeneralAmt05916
IRS990/PayrollTaxesGrp/ProgramServicesAmt077769
IRS990/PayrollTaxesGrp/TotalAmt083685
IRS990/PensionPlanContributionsGrp/ManagementAndGeneralAmt011154
IRS990/PensionPlanContributionsGrp/ProgramServicesAmt0182771
IRS990/PensionPlanContributionsGrp/TotalAmt0193925
IRS990/PledgesAndGrantsReceivableGrp/BOYAmt0207242
IRS990/PledgesAndGrantsReceivableGrp/EOYAmt0241852
IRS990/PoliticalCampaignActyInd00
IRS990/PrepaidExpensesDefrdChargesGrp/BOYAmt07105
IRS990/PrepaidExpensesDefrdChargesGrp/EOYAmt07659
IRS990/PrincipalOfficerNm0LEE LOUNSBURY
IRS990/ProfessionalFundraisingInd00
IRS990/ProhibitedTaxShelterTransInd00
IRS990/PYBenefitsPaidToMembersAmt00
IRS990/PYContributionsGrantsAmt02067899
IRS990/PYExcessBenefitTransInd00
IRS990/PYGrantsAndSimilarPaidAmt00
IRS990/PYInvestmentIncomeAmt0171
IRS990/PYOtherExpensesAmt0605102
IRS990/PYOtherRevenueAmt02300
IRS990/PYProgramServiceRevenueAmt00
IRS990/PYRevenuesLessExpensesAmt0-34466
IRS990/PYSalariesCompEmpBnftPaidAmt01499734
IRS990/PYTotalExpensesAmt02104836
IRS990/PYTotalProfFndrsngExpnsAmt00
IRS990/PYTotalRevenueAmt02070370
IRS990/QuidProQuoContributionsInd00
IRS990/RcvFndsToPayPrsnlBnftCntrctInd00
IRS990/ReconcilationRevenueExpnssAmt064563
IRS990/RegularMonitoringEnfrcInd00
IRS990/RelatedEntityInd00
IRS990/RelatedOrganizationCtrlEntInd00
IRS990/ReportInvestmentsOtherSecInd00
IRS990/ReportLandBuildingEquipmentInd01
IRS990/ReportOtherAssetsInd00
IRS990/ReportOtherLiabilitiesInd01
IRS990/ReportProgramRelatedInvstInd00
IRS990/RevenueAmt00
IRS990/SavingsAndTempCashInvstGrp/BOYAmt0260305
IRS990/SavingsAndTempCashInvstGrp/EOYAmt0189143
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearAmt02666450
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus1YearAmt02037899
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus2YearsAmt02161116
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus3YearsAmt02076969
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus4YearsAmt01873179
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/TotalAmt010815613
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearAmt0119
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus1YearAmt0171
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus2YearsAmt0248
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus3YearsAmt0288
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus4YearsAmt0487
IRS990ScheduleA/GrossInvestmentIncome170Grp/TotalAmt01313
IRS990ScheduleA/OtherIncome170Grp/CurrentTaxYearAmt01871
IRS990ScheduleA/OtherIncome170Grp/CurrentTaxYearMinus1YearAmt02300
IRS990ScheduleA/OtherIncome170Grp/CurrentTaxYearMinus2YearsAmt02000
IRS990ScheduleA/OtherIncome170Grp/CurrentTaxYearMinus3YearsAmt02358
IRS990ScheduleA/OtherIncome170Grp/CurrentTaxYearMinus4YearsAmt06763
IRS990ScheduleA/OtherIncome170Grp/TotalAmt015292
IRS990ScheduleA/PublicOrganization170Ind0X
IRS990ScheduleA/PublicSupportCY170Pct00.99850
IRS990ScheduleA/PublicSupportPY170Pct00.99800
IRS990ScheduleA/PublicSupportTotal170Amt010815613
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY170Ind0X
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearAmt02666450
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus1YearAmt02037899
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus2YearsAmt02161116
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus3YearsAmt02076969
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus4YearsAmt01873179
IRS990ScheduleA/TotalCalendarYear170Grp/TotalAmt010815613
IRS990ScheduleA/TotalSupportAmt010832218
IRS990ScheduleB/ContributorInformationGrp/ContributorBusinessName/BusinessNameLine10RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorNum0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine10RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine20RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/City0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/State0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/ZIPCode0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/TotalContributionsAmt0RESTRICTED
IRS990/ScheduleBRequiredInd01
IRS990ScheduleD/EquipmentGrp/BookValueAmt013043
IRS990ScheduleD/EquipmentGrp/DepreciationAmt025164
IRS990ScheduleD/EquipmentGrp/OtherCostOrOtherBasisAmt038207
IRS990ScheduleD/ExpensesNotReportedAmt00
IRS990ScheduleD/ExpensesNotRptFinclStmtAmt00
IRS990ScheduleD/ExpensesSubtotalAmt02603877
IRS990ScheduleD/FootnoteTextInd0X
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt093186
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc0OTHER POSTEMPLOYMENT BENEFITS OBLIGATION
IRS990ScheduleD/RevenueNotReportedAmt00
IRS990ScheduleD/RevenueNotReportedFinclStmtAmt00
IRS990ScheduleD/RevenueSubtotalAmt02668440
IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt0THE INCOME TAX POSITIONS TAKEN BY THE WRI FOR ANY YEARS OPEN UNDER THE VAIOUS STATUTES OF LIMITATIONS ARE THAT WRI CONTINUES TO BE EXEMPT FROM INCOME TAXES AND THAT WRI DOES NOT HAVE NET UNRELATED BUSINESS INCOME THAT WOULD BE SUBJECT TO INCOME TAXES. WRI BELIEVES THAT THERE ARE NO TAX POSITIONS TAKEN OR EXPECTED TO BE TAKEN THAT WOULD SIGNIFICANTLY INCREASE UNRECOGNIZED TAX BENEFITS WITHIN 12 MONTHS OF THE REPORTING DATE. NONE OF THE WRI'S FEDERAL OR STATE INCOME TAX RETURN IS CURRENTLY UNDER EXAMINATION. HOWEVER FISCAL YEARS 2009 AND LATER REMAIN SUBJECT TO EXAMINATION BY THE IRS AND THE STATE OF NEW YORK.
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc0PART X, LINE 2:
IRS990ScheduleD/TotalBookValueLandBuildingsAmt013043
IRS990ScheduleD/TotalExpensesPerForm990Amt02603877
IRS990ScheduleD/TotalLiabilityAmt093186
IRS990ScheduleD/TotalRevenuePerForm990Amt02668440
IRS990ScheduleD/TotalRevEtcAuditedFinclStmtAmt02668440
IRS990ScheduleD/TotExpnsEtcAuditedFinclStmtAmt02603877
IRS990/ScheduleJRequiredInd00
IRS990/ScheduleORequiredInd01
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0MANAGEMENT REVIEWS THE FORM 990 AND PROVIDES IT TO THE FULL BOARD OF DIRECTORS FOR THE REVIEW PRIOR TO FILING.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1GOVERNING DOCUMENTS AND FINANCIAL STATEMENTS ARE AVAILABLE ON REQUEST AND ARE FILED WITH THE NYS DEPARTMENT OF LAW (CHARITIES BUREAU).
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990, PART VI, SECTION B, LINE 11
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990, PART VI, SECTION C, LINE 19
IRS990/SchoolOperatingInd00
IRS990/SignificantChangeInd00
IRS990/SignificantNewProgramSrvcInd00
IRS990/StatesWhereCopyOfReturnIsFldCd0NY
IRS990/SubjectToProxyTaxInd00
IRS990/TaxablePartyNotificationInd00
IRS990/TaxExemptBondsInd00
IRS990/TempOrPermanentEndowmentsInd00
IRS990/TerminateOperationsInd00
IRS990/TotalAssetsBOYAmt0485318
IRS990/TotalAssetsEOYAmt0454217
IRS990/TotalAssetsGrp/BOYAmt0485318
IRS990/TotalAssetsGrp/EOYAmt0454217
IRS990/TotalCompGreaterThan150KInd00
IRS990/TotalContributionsAmt02666450
IRS990/TotalEmployeeCnt021
IRS990/TotalFunctionalExpensesGrp/FundraisingAmt00
IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt0163324
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt02440553
IRS990/TotalFunctionalExpensesGrp/TotalAmt02603877
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesBOYAmt0593964
IRS990/TotalLiabilitiesEOYAmt0498300
IRS990/TotalLiabilitiesGrp/BOYAmt0593964
IRS990/TotalLiabilitiesGrp/EOYAmt0498300
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt0-108646
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt0-44083
IRS990/TotalOtherCompensationAmt00
IRS990/TotalProgramServiceExpensesAmt02440553
IRS990/TotalReportableCompFromOrgAmt0143585
IRS990/TotalRevenueGrp/ExclusionAmt0119
IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt01871
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt02668440
IRS990/TotalRevenueGrp/UnrelatedBusinessRevenueAmt00
IRS990/TotalVolunteersCnt00
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt0485318
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt0454217
IRS990/TotReportableCompRltdOrgAmt00
IRS990/TravelGrp/ManagementAndGeneralAmt02073
IRS990/TravelGrp/ProgramServicesAmt019084
IRS990/TravelGrp/TotalAmt021157
IRS990/TrnsfrExmptNonChrtblRltdOrgInd00
IRS990/TypeOfOrganizationCorpInd0X
IRS990/UnrelatedBusIncmOverLimitInd00
IRS990/UnrestrictedNetAssetsGrp/BOYAmt0-108646
IRS990/UnrestrictedNetAssetsGrp/EOYAmt0-44083
IRS990/UponRequestInd0X
IRS990/USAddress/AddressLine1014 COLUMBIA CIRCLE SUITE 104
IRS990/USAddress/City0ALBANY
IRS990/USAddress/State0NY
IRS990/USAddress/ZIPCode012203
IRS990/VotingMembersGoverningBodyCnt08
IRS990/VotingMembersIndependentCnt08
IRS990/WebsiteAddressTxt0WWW.WELFARERESEARCH.ORG
IRS990/WhistleblowerPolicyInd01
ReturnHeader/BuildTS02015-11-30 17:44:51Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0LEE LOUNSBURY

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$3.49$4.14$0.65$10.9$11.1$0.17
2023Detailed filing. Detailed filing data is available for this year.$5.31$5.79$0.48$8.26$8.49$0.24
2022Detailed filing. Detailed filing data is available for this year.$3.75$3.99$0.24$10.3$9.27$0.99
2021Detailed filing. Detailed filing data is available for this year.$8.30$9.52$1.23$56.6$56.1$0.54
2020Detailed filing. Detailed filing data is available for this year.$4.02$5.79$1.77$4.46$5.40$0.95
2019Detailed filing. Detailed filing data is available for this year.$1.49$2.32$0.82$3.78$3.79$0.00
2018Detailed filing. Detailed filing data is available for this year.$1.18$2.00$0.82$3.10$2.96$0.14
2017Detailed filing. Detailed filing data is available for this year.$1.02$1.07$0.06$3.14$3.16$0.02
2016Detailed filing. Detailed filing data is available for this year.$1.47$1.51$0.03$3.08$3.21$0.12
2015Detailed filing. Detailed filing data is available for this year.$0.93$0.83$0.10$2.88$2.80$0.08
2014Detailed filing. Detailed filing data is available for this year.$0.66$0.60$0.06$2.96$2.86$0.11
2013Detailed filing. Detailed filing data is available for this year.$0.45$0.50$0.04$2.67$2.60$0.06
2012Summary only. Only limited summary data is available for this year.$0.49$0.59$0.11$2.07$2.10$0.03
2011Summary only. Only limited summary data is available for this year.$0.54$0.62$0.07$2.16$2.15$0.02