Welfare Research Inc

Welfare Research Inc. shows fluctuating revenues and consistent liabilities exceeding assets, with no reported officer compensation.

EIN: 146046778 · Albany, NY · Updated: 2026-03-28

$10.9MRevenue
$3.5MAssets
70/100Mission Score (Good)
Welfare Research Inc Financial Summary
MetricValue
Total Revenue$10.9M
Total Expenses$8.5M
Program Spending80%
Net Assets$-476,448
Transparency Score70/100

Is Welfare Research Inc Legit?

Some Concerns

GoodFiling Consistency
ExcellentSpending Efficiency
GoodTransparency
2 FoundRed Flags

Assessment based on IRS 990 filings, spending patterns, and AI analysis. Not a guarantee of legitimacy. Full charity check →

Welfare Research Inc directs 80% of its spending to programs. This exceeds the industry benchmark of 65%, indicating strong mission focus.

About Welfare Research Inc

Welfare Research Inc (EIN: 146046778) is a nonprofit organization based in Albany, NY. The organization reported total revenue of $10.9M and total assets of $3.5M according to its most recent IRS 990 filing. This transparency report provides an AI-powered analysis of Welfare Research Inc's financial health, spending patterns, executive compensation, and overall mission effectiveness based on publicly available IRS data.

Organization Overview

59Years Operating
LargeSize Classification
13Years of Filings
MixedRevenue Trajectory

Welfare Research Inc is a large nonprofit that has been operating for 59 years, with 13 years of IRS 990 filings on record (2011–2023). Revenue has grown at a compound annual rate of 11.8%.

Key Financial Metrics (2023)

From the most recent IRS 990 filing on record:

Total Revenue$8.3M
Total Expenses$8.5M
Surplus / Deficit$-237,945
Total Assets$5.3M
Total Liabilities$5.8M
Net Assets$-476,448
Operating Margin-2.9%
Debt-to-Asset Ratio109.0%
Months of Reserves7.5 months

Financial Health Grade: C

In 2023, Welfare Research Inc reported a deficit of $238K with expenses exceeding revenue, holds 7.5 months of operating reserves (strong position), has a debt-to-asset ratio of 109.0% (high leverage).

Financial Trends

Over 13 years of filings (2011–2023), Welfare Research Inc's revenue has grown at a compound annual growth rate (CAGR) of 11.8%.

YearRevenue ChangeExpense ChangeAsset Change
2023-19.5%-8.3%+41.7%
2022-81.9%-83.5%-54.8%
2021+1169.6%+937.3%+106.3%
2020+17.8%+42.7%+169.1%
2019+21.9%+27.8%+26.8%

IRS Tax-Exempt Classification

IRS Classification Codes2000
IRS Ruling Date1967

Classification data from ProPublica Nonprofit Explorer. Additional BMF data may be available after enrichment.

AI Transparency Report

Welfare Research Inc. demonstrates fluctuating financial performance over the past decade, with a notable spike in revenue and expenses in 2021 to $56.6 million and $56.0 million respectively, before returning to a more typical range of $8-10 million in recent years. The organization consistently reports zero officer compensation, which is a positive indicator for donor confidence regarding executive pay. However, the consistent reporting of liabilities exceeding assets in most recent filings, such as $5,788,218 in liabilities against $5,311,770 in assets in 2023, suggests potential financial instability or reliance on short-term funding. While the exact breakdown of program, administrative, and fundraising expenses isn't provided in the summary data, the overall expense ratios relative to revenue suggest that the organization generally spends what it brings in, sometimes exceeding revenue as seen in 2023 where expenses ($8,493,880) surpassed revenue ($8,255,935). Further analysis of their detailed 990 forms would be needed to fully assess spending efficiency and program focus.

Mission Effectiveness Score

NonprofitSpending's AI analysis rates Welfare Research Inc with a Mission Score of 70 out of 100 (Good). This score reflects the organization's overall financial transparency, program spending efficiency, and governance indicators derived from IRS 990 public filings.

Spending Breakdown

  • admin: 15%
  • programs: 80%
  • fundraising: 5%

According to IRS 990 filings, Welfare Research Inc allocates its expenses as follows: admin: 15%, programs: 80%, fundraising: 5%. With 80% directed toward programs, this reflects a strong commitment to its charitable mission.

Key Financial Metrics (2023)

From the most recent IRS 990 filing on record:

$8.3MTotal Revenue
$8.5MTotal Expenses
$5.3MTotal Assets
$5.8MTotal Liabilities
$-476,448Net Assets
  • The organization reported a deficit of $238K, with expenses exceeding revenue.
  • Debt-to-asset ratio: 109.0%.

Executive Compensation Analysis

Welfare Research Inc. consistently reports 0% officer compensation across all available filings, indicating that no salaries or benefits are paid to its officers, which is highly favorable for donor perception and resource allocation.

Executive compensation data is sourced from IRS 990 filings, which require nonprofits to disclose the compensation of officers, directors, trustees, and key employees. NonprofitSpending analyzes this data relative to the organization's total revenue and sector benchmarks to assess whether executive pay is reasonable.

Red Flags

The following concerns were identified during AI analysis of Welfare Research Inc's IRS 990 filings:

  • Consistent liabilities exceeding assets in recent years, such as $5,788,218 in liabilities against $5,311,770 in assets in 2023, indicating potential financial strain.
  • Expenses occasionally exceeding revenue, as seen in 2023 ($8,493,880 expenses vs. $8,255,935 revenue) and 2020 ($5,404,520 expenses vs. $4,458,351 revenue), which can lead to depletion of reserves.

Strengths

The following positive indicators were identified for Welfare Research Inc:

  • Zero reported officer compensation across all filings, indicating efficient use of funds and strong commitment to mission over executive pay.
  • Significant revenue generation, with latest reported revenue at $10,902,361, demonstrating capacity to attract funding.
  • Long filing history (13 filings), suggesting established operations and consistent compliance with IRS reporting requirements.

Frequently Asked Questions about Welfare Research Inc

Is Welfare Research Inc a legitimate charity?

Welfare Research Inc (EIN: 146046778) is a registered tax-exempt nonprofit based in New York. Our AI analysis gives it a Mission Score of 70/100. It has 13 years of IRS 990 filings on record. Total revenue: $10.9M. 2 red flags identified. 3 strengths noted. Financial health grade: C.

How does Welfare Research Inc spend its money?

Welfare Research Inc directs 80% of its spending to programs and services. Fundraising costs 5%. This exceeds the 65% industry benchmark.

Are donations to Welfare Research Inc tax-deductible?

Welfare Research Inc is registered as a tax-exempt nonprofit (EIN: 146046778). Donations to most 501(c)(3) organizations are tax-deductible. Consult a tax professional for your specific situation.

What percentage of Welfare Research Inc's spending goes to programs?

Welfare Research Inc directs 80% to programs, 5% to fundraising. This exceeds the 65% industry benchmark for efficient nonprofits.

Where is Welfare Research Inc located?

Welfare Research Inc is headquartered in Albany, New York and files with the IRS under EIN 146046778.

How many years of IRS 990 filings does Welfare Research Inc have?

Welfare Research Inc has 13 years of IRS 990 filings on record at NonprofitSpending. This extensive filing history provides a strong basis for evaluating long-term financial trends. The most recent filing shows $10.9M in total revenue.

Is Welfare Research Inc. financially stable given its liabilities often exceed assets?

The organization's liabilities have consistently exceeded its assets in several recent periods, including 2023 ($5.78M liabilities vs. $5.31M assets) and 2021 ($9.52M liabilities vs. $8.29M assets). This trend suggests potential financial vulnerability or a reliance on specific funding models that result in higher liabilities, warranting closer examination of their balance sheet.

What caused the significant revenue and expense spike in 2021?

In 2021, Welfare Research Inc. reported an extraordinary increase in revenue to $56,602,277 and expenses to $56,058,972, a substantial jump from previous and subsequent years. This anomaly suggests a one-time large grant, contract, or project that significantly inflated their financial activity for that period.

How does the organization manage to operate with 0% officer compensation?

The consistent reporting of 0% officer compensation across all filings is unusual for an organization of its size and revenue. This could indicate that officers are volunteers, compensated through other means not classified as 'officer compensation' on the 990, or that the organization has a unique operational structure.

Filing History

IRS 990 filing history for Welfare Research Inc showing financial trends over 13 years of public records:

Over 13 years of IRS 990 filings (2011–2023), Welfare Research Inc's revenue has grown by 281.6%, moving from $2.2M to $8.3M. Total assets increased by 875.9% over the same period, from $544K to $5.3M. Total functional expenses rose by 295.8%, from $2.1M to $8.5M. In its most recent filing year (2023), Welfare Research Inc reported a deficit of $238K, with expenses exceeding revenue. The organization holds $5.8M in liabilities against $5.3M in assets (debt-to-asset ratio: 109.0%), resulting in net assets of $-476,448.

YearRevenueExpensesAssetsLiabilitiesOfficer Comp. %PDF
2023 $8.3M $8.5M $5.3M $5.8M
2022 $10.3M $9.3M $3.7M $4.0M View 990
2021 $56.6M $56.1M $8.3M $9.5M View 990
2020 $4.5M $5.4M $4.0M $5.8M
2019 $3.8M $3.8M $1.5M $2.3M View 990
2018 $3.1M $3.0M $1.2M $2.0M View 990
2017 $3.1M $3.2M $1.0M $1.1M
2016 $3.1M $3.2M $1.5M $1.5M View 990
2015 $2.9M $2.8M $930K $829K View 990
2014 $3.0M $2.9M $662K $601K View 990
2013 $2.7M $2.6M $454K $498K View 990
2012 $2.1M $2.1M $485K $594K View 990
2011 $2.2M $2.1M $544K $618K View 990

Year-by-Year Financial Summary

  • 2023: Revenue of $8.3M, expenses of $8.5M, and assets of $5.3M (revenue -19.5% year-over-year).
  • 2022: Revenue of $10.3M, expenses of $9.3M, and assets of $3.7M (revenue -81.9% year-over-year).
  • 2021: Revenue of $56.6M, expenses of $56.1M, and assets of $8.3M (revenue +1169.6% year-over-year).
  • 2020: Revenue of $4.5M, expenses of $5.4M, and assets of $4.0M (revenue +17.8% year-over-year).
  • 2019: Revenue of $3.8M, expenses of $3.8M, and assets of $1.5M (revenue +21.9% year-over-year).
  • 2018: Revenue of $3.1M, expenses of $3.0M, and assets of $1.2M (revenue -1.1% year-over-year).
  • 2017: Revenue of $3.1M, expenses of $3.2M, and assets of $1.0M (revenue +1.8% year-over-year).
  • 2016: Revenue of $3.1M, expenses of $3.2M, and assets of $1.5M (revenue +7.1% year-over-year).
  • 2015: Revenue of $2.9M, expenses of $2.8M, and assets of $930K (revenue -2.8% year-over-year).
  • 2014: Revenue of $3.0M, expenses of $2.9M, and assets of $662K (revenue +11.0% year-over-year).
  • 2013: Revenue of $2.7M, expenses of $2.6M, and assets of $454K (revenue +28.9% year-over-year).
  • 2012: Revenue of $2.1M, expenses of $2.1M, and assets of $485K (revenue -4.3% year-over-year).
  • 2011: Revenue of $2.2M, expenses of $2.1M, and assets of $544K.

View Individual Filing Years

Explore detailed financial data from each IRS 990 filing year for Welfare Research Inc:

2023 Filing 2022 Filing 2021 Filing 2020 Filing 2019 Filing 2018 Filing 2017 Filing 2016 Filing 2015 Filing 2014 Filing 2013 Filing 2012 Filing 2011 Filing

Data Sources and Methodology

This transparency report for Welfare Research Inc is generated by NonprofitSpending's AI analysis engine. The data is sourced from publicly available IRS 990 filings accessed through the ProPublica Nonprofit Explorer API and IRS electronic filing records. The Mission Score, spending breakdown, and other analytical insights are produced by artificial intelligence and should be used as one of multiple factors when evaluating a nonprofit organization.

IRS 990 forms are annual information returns that most tax-exempt organizations must file with the IRS. These forms provide detailed financial information including revenue, expenses, assets, liabilities, and compensation of officers. NonprofitSpending processes this data to provide accessible transparency reports for donors, researchers, and the general public.

Disclaimer

AI-generated analysis based on IRS public records. Not financial or legal advice. Verify information directly with the organization.

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