Civic Intelligence

Wise Counsel Research Inc

EIN 26-3731176 • 501(c)3 • Milton, MA

Profile

The primary purpose of wise counsel research is to understand and share knowledge about the role of wisdom in contemporary life by conducting original scientific research, disseminating findings, hosting educational events, and organizing sponsored competition to discover and share contemporary examples of wise counsel.

76 Canton AvenueMilton, MA 02186

wisecounselresearch.org

Siviq Scores

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

Liabilities / Assets

59th percentile

0.00x

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

501(c)3 • <$500k nonprofits • Source year 2024

Liabilities / Revenue

61st percentile

0.00x

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

501(c)3 • <$500k nonprofits • Source year 2024

Net Margin

99th percentile

100%

Higher net margin than 99% of similar nonprofits.

501(c)3 • <$500k nonprofits • Source year 2024

Top Officer Pay

84th percentile

$0

Higher top officer pay than 84% of similar nonprofits.

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

501(c)3 • <$500k nonprofits • Source year 2022

Asset Growth

52nd percentile

-0.2%

Faster asset growth than 52% of similar nonprofits.

501(c)3 • <$500k nonprofits • Annualized from 2022 to 2024

Revenue Growth

11th percentile

-71%

Faster revenue growth than 11% of similar nonprofits.

501(c)3 • <$500k nonprofits • Annualized from 2022 to 2024

Balance Sheet
Liabilities / Assets59th percentile

Assets

Up

$22,187

Up $1,847 (+9.1%) from 2023

Liabilities

Flat

$0

Flat from 2023

Net Assets

Up

$22,187

Up $1,847 (+9.1%) from 2023

Operations
Liabilities / Revenue61st percentileNet Margin99th percentile

Revenue

Up

$1,847

Up $1,481 (+405%) from 2023

Expenses

Down

$0

Down $2,320 (-100%) from 2023

Net Income

Up

$1,847

Up $3,801 (+195%) from 2023

Trend Graphs

Balance Sheet Trend

Asset Growth52nd percentile

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

$200K$150K$100K$50K$0Assets 2012: $5,706Net Assets 2012: $5,7062012Assets 2013: $67,458Liabilities 2013: $0Net Assets 2013: $67,4582013Assets 2015: $150,347Liabilities 2015: $0Net Assets 2015: $150,3472015Assets 2016: $147,805Liabilities 2016: $0Net Assets 2016: $147,8052016Assets 2017: $132,517Liabilities 2017: $0Net Assets 2017: $132,5172017Assets 2018: $63,298Liabilities 2018: $0Net Assets 2018: $63,2982018Assets 2019: $60,191Liabilities 2019: $0Net Assets 2019: $60,1912019Assets 2020: $61,589Liabilities 2020: $0Net Assets 2020: $61,5892020Assets 2021: $1,135Liabilities 2021: $0Net Assets 2021: $1,1352021Assets 2022: $22,294Liabilities 2022: $0Net Assets 2022: $22,2942022Assets 2023: $20,340Liabilities 2023: $0Net Assets 2023: $20,3402023Assets 2024: $22,187Liabilities 2024: $0Net Assets 2024: $22,1872024

Highlighted filing

2024

Assets$22,187
Liabilities$0
Net Assets$22,187
Open 2024 Filing

Operations Trend

Revenue Growth11th percentile

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

$200K$100K$0-$100KExpenses 2012: $2,1502012Revenue 2013: $63,109Expenses 2013: $1,357Net Income 2013: $61,7522013Revenue 2015: $170,418Expenses 2015: $151,412Net Income 2015: $19,0062015Revenue 2016: $88,620Expenses 2016: $91,162Net Income 2016: -$2,5422016Revenue 2017: $72,118Expenses 2017: $87,406Net Income 2017: -$15,2882017Revenue 2018: $26,641Expenses 2018: $95,860Net Income 2018: -$69,2192018Revenue 2019: $2,062Expenses 2019: $5,169Net Income 2019: -$3,1072019Revenue 2020: $1,470Expenses 2020: $72Net Income 2020: $1,3982020Revenue 2021: $20,879Expenses 2021: $81,333Net Income 2021: -$60,4542021Revenue 2022: $21,258Expenses 2022: $99Net Income 2022: $21,1592022Revenue 2023: $366Expenses 2023: $2,320Net Income 2023: -$1,9542023Revenue 2024: $1,847Expenses 2024: $0Net Income 2024: $1,8472024

Highlighted filing

2024

Revenue$1,847
Expenses$0
Net Income$1,847
Open 2024 Filing

Filings

Most recent year

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

Open filing
Assets
$22,187
Liabilities
$0
Net assets
$22,187
Revenue
$1,847
Expenses
$0
Net income
$1,847
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$0.22$0.00$0.22$0.02$0.00$0.02
2023Detailed filing. Detailed filing data is available for this year.$0.20$0.00$0.20$0.00$0.02$0.02
2022Detailed filing. Detailed filing data is available for this year.$0.22$0.00$0.22$0.21$0.00$0.21
2021Detailed filing. Detailed filing data is available for this year.$0.01$0.00$0.01$0.21$0.81$0.60
2020Detailed filing. Detailed filing data is available for this year.$0.62$0.00$0.62$0.01$0.00$0.01
2019Detailed filing. Detailed filing data is available for this year.$0.60$0.00$0.60$0.02$0.05$0.03
2018Detailed filing. Detailed filing data is available for this year.$0.63$0.00$0.63$0.27$0.96$0.69
2017Detailed filing. Detailed filing data is available for this year.$1.33$0.00$1.33$0.72$0.87$0.15
2016Detailed filing. Detailed filing data is available for this year.$1.48$0.00$1.48$0.89$0.91$0.03
2015Detailed filing. Detailed filing data is available for this year.$1.50$0.00$1.50$1.70$1.51$0.19
2013Detailed filing. Detailed filing data is available for this year.$0.67$0.00$0.67$0.63$0.01$0.62
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.06$0.06$0.02
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jan 1, 2024 to Dec 31, 2024
Signed
Sep 23, 2025
Return Version
2024v5.2
Gross Receipts
$1,847
Mission and Program Overview

Mission

The primary purpose of wise counsel research is to understand and share knowledge about the role of wisdom in contemporary life by conducting original scientific research, disseminating findings, hosting educational events, and organizaing sponsored competition to discover and share contemporary examples of wise counsel.

The primary purpose of wise counsel research is to understand and share knowledge about the role of wisdom in contemporary life by conducting original scientific research, disseminating findings, hosting educational events, and organizing sponsored competition to discover and share contemporary examples of wise counsel.

Program Services

DescriptionGrantsExpenses
IN 2024, WISE COUNSEL RESEARCH (WCR) ADVANCED ITS RESEARCH ON THE IMPACT OF FINANCIAL WEALTH ON INDIVIDUALS, FAMILIES, AND COMMUNITIES. MEMBERS OF WCR PRESENTED ON SUCH MATTERS AS TRUSTS, TRUSTEESHIP, RELATIONSHIPS BETWEEN TRUSTEES AND BENEFICIARIES, INTRA-FAMILY GIVING, FAMILIES' FINANCIAL AND FAMILY MANAGEMENT NEEDS, THE DYNAMICS OF FAMILY WEALTH CONVERSATIONS, INDIVIDUALS' MONEY HISTORIES, EFFECTIVE FAMILY PHILANTHROPY, FAMILY WEALTH EDUCATION, FAMILY DECISION-MAKING, INTERNAL CONTROLS AT FAMILY OFFICES, AND ADVISORY FEES IN THE FINANCIAL SERVICES INDUSTRY. FORUMS INCLUDED THE INHERITANCE PODCAST, THE WEALTH OF WISDOM PODCAST, THE NATIONAL ASSOCIATION OF SCHOLARS, VARIOUS PRIVATE EVENTS, AND WCR'S YOUTUBE CHANNEL. WCR ALSO BEGAN PLANNING FOR A FOLLOW-UP VOLUME TO THE WIDELY USED BOOK, FAMILY TRUSTS.$0$0
Compensation and Service Providers
Top Officer Pay84th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
JAMES E HUGHESDirector-$0--
KEITH WHITAKERDirector-$0--
SUSAN MASSENZIODirector-$0--
KEITH WHITAKERTreasurer-$0--
KEITH WHITAKERClerk-$0--
KEITH WHITAKERPresidentPT$0--
SUSAN MASSENZIOCEOPT$0--
Filing and Contact Details

Filer

Filer Name
Wise Counsel Research Inc
EIN
26-3731176
Phone
6144629297
Address
76 CANTON AVENUE, MILTON, MA 02186

Signing Officer

Name
Keith Whitaker
Title
President
Phone
6144629297
Signed
2025-09-23
Discuss with paid preparer
Yes

Preparer

Firm
Frazer Ryan Goldberg & Arnold Llp
Address
4562 N 1ST AVENUE - SUITE 100, TUCSON, AZ 85718
Preparer
Bradley Jon Nystedt
Phone
5208813900
Supplemental Narrative

Additional Explanations

Form 990-ez, Part I, Line 8 - Other Revenue

“Description: book sales. Amount: 1847.”

Raw XML Appendix154 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.

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IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0MILTON
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IRS990EZ/PrimaryExemptPurposeTxt0THE PRIMARY PURPOSE OF WISE COUNSEL RESEARCH IS TO UNDERSTAND AND SHARE KNOWLEDGE ABOUT THE ROLE OF WISDOM IN CONTEMPORARY LIFE BY CONDUCTING ORIGINAL SCIENTIFIC RESEARCH, DISSEMINATING FINDINGS, HOSTING EDUCATIONAL EVENTS, AND ORGANIZING SPONSORED COMPETITION TO DISCOVER AND SHARE CONTEMPORARY EXAMPLES OF WISE COUNSEL.
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TransferPrsnlBnftContractsDecl/DeclarationDesc0THE ORGANIZATION DID NOT, DURING THE YEAR, RECEIVE ANY FUNDS, DIRECTLY,OR INDIRECTLY, TO PAY PREMIUMS ON A PERSONAL BENEFIT CONTRACT.THE ORGANIZATION, DID NOT, DURING THE YEAR, PAY ANY PREMIUMS, DIRECTLY,OR INDIRECTLY, ON A PERSONAL BENEFIT CONTRACT.
ReturnHeader/BuildTS02025-03-06 01:10:19Z
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ReturnHeader/BusinessOfficerGrp/SignatureDt02025-09-23
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ReturnHeader/ReturnTs02025-09-24T11:55:12-05:00
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ReturnHeader/TaxPeriodBeginDt02024-01-01
ReturnHeader/TaxPeriodEndDt02024-12-31
ReturnHeader/TaxYr02024

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