Welfare Research INC

Tax-deductible

Albany, NY501(c)(3)Since 1967EIN 14-6046778Revenue $12.3M in FY2025

On file with the IRSwrisolutions.org14 Columbia Cir Ste 104, 12203-5162 · Albany, NYTax-exempt since Nov 1967Publicly supported charity — 170(b)(1)(A)(vi)

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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.

501(c)(3) charity; gifts are tax-deductible.
96¢ of each $1 spent went to programs.
$1.2M paid to officers and key staff.
Mission: Form 990 Part I, line 1 · Status: IRS Pub. 78 · Programs: Part IX · Pay: Part VII

Before you give

FY2025 · Form 990Independent: from IRS data, not the org
Download 990
IRS status
501(c)(3)
not on the IRS revocation list
Looks good: listed by the IRS and not on the revocation list.
IRS BMF · Auto-Revocation List
Tax-deductible gifts
Yes
Donations are tax-deductible
Looks good: the IRS lists gifts to it as deductible.
IRS Pub. 78 · IRS BMF
Latest return
FY2025
latest Form 990
Looks good: the latest return is for FY2025, 1 tax year back; within 2 tax years.
IRS e-file · Filing history
Surplus or deficit
3 of 6
filings with a surplus
Average surplus $76K a year · under 1% of revenue · last 6 filings
Worth a look: a surplus in 3 of the last 6 filings.
Pt I · Ln 19 · 6 filings
Spent on programs
96%
of spending
Looks good: 96% of spending went to programs; 75% or more.
Pt IX · Ln 25 · col B
Pay to officers and key staff
$1.2M
to officers and key staff · 10% of spending
Looks good: pay to officers and key staff is 10% of spending; 15% or less.
Pt VII · Sec A
Cash reserves
2 mo
of spending, in cash
Fine: 2.3 months of spending in cash; 1 to 3.
Pt X · Ln 1–2 · Pt I · Ln 18
Named funders
2
named funders · $6K
Fine: 2 funders name it on their filings; under 3.
Funders’ Sch. I, 990-PF
Liabilities
$5.4M
107% of total assets
Concern: liabilities are 107% of assets; over 80%.
Pt X · Ln 26
Independent board members
14
of 14 voting members
Looks good: 14 of 14 voting members are independent, a majority.
Pt VI · Ln 1a–1b
Looks goodFineWorth a lookConcernNo data yetTap a box for the reason.
Revenue
$12.3M
+12% vs prior year
Spent
$12.0M
To programs
96%
Net assets
−$366K
By yearFY2020–FY2025
Revenue
$12.3M
FY2025▲ +12%
Tap a bar for its year
Revenue by fiscal year
FY2020$4.5M
FY2021$56.6M
FY2022$10.3M
FY2023$8.3M
FY2024$10.9M
FY2025$12.3M
Expenses
$12.0M
FY2025▲ +8%
Tap a bar for its year
Expenses by fiscal year
FY2020$5.4M
FY2021$56.1M
FY2022$9.3M
FY2023$8.5M
FY2024$11.1M
FY2025$12.0M
Net assets
−$366K
FY2025▲ +43%
Tap a bar for its year
Net assets by fiscal year
FY2020−$1.8M
FY2021−$1.2M
FY2022−$239K
FY2023−$476K
FY2024−$648K
FY2025−$366K

From the FY2025 Form 990 · figures checked against the IRS filing · see the original

Give Claim

Is it real?

Yes. Never revoked by the IRS. Latest filing on record: FY2025. IRS ruling in Nov 1967.

IRS Pub. 78 · IRS Auto-Revocation List · IRS Business Master File

Where the money goes

96 cents of each dollar spent went to programs.

Program services 96% · $11.5M Management & general 4% · $461K

Form 990 Part IX, line 25, columns B–D. Every line is in By the numbers.

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Who runs it and what they're paid

23 people listed on the 990; $1.2M paid to officers and key staff.

Part VII, Section A · reportable compensation
Executive Director (outgoing)
$187,176Pt VII · Sec A
Exec Dir of Data & Digital Strategy
$185,621Pt VII · Sec A
Deputy Director of Finance
$185,449Pt VII · Sec A
Exec Dir of Policy & Communications
$162,440Pt VII · Sec A
Director Opfcs
$126,596Pt VII · Sec A
$126,216Pt VII · Sec A
Contracts Supervisor
$104,794Pt VII · Sec A
Program Specialist
$102,945Pt VII · Sec A

Compensation history total reportable pay by year · 8 named individuals · Part VII

NameFY2025FY2024FY2023FY2022FY2021FY2020
Darlene Ward$187,176$158,879$159,808$146,782$135,369$130,793
Minakshi Tikko$185,621—————
Aleruchi Wosu$185,449$178,344————
Nisha Agawal$162,440—————
Shirley Berger$126,596—————
Lawrence Poitras$126,216$118,804$119,647$106,154$99,829$95,580
Allyson Faircloth$104,794—————
Debbie Modeste$102,945—————

Total reportable compensation (Form 990 Part VII column D / Schedule J column E) by filing year, matched by name within this organization. The Schedule J base / bonus / deferred breakdown is not parsed into this dataset.

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Questions the 990 asks

The form asks each of these directly. These are the filed answers.

  • Family or business ties among officersPt VI · Ln 2No
  • Top official's pay set by an independent reviewPt VI · Ln 15aNo

Programs and updates

Welfare Research INC is a nonprofit based in Albany, NY, formed in 1967.

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Provided by the organization

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1 program · $11.5M · in their own filed words · FY2025
01

The program services provided studies, projects, and other related research in the area of human services.

$11.5Mprogram expense

Funders

Who pays for it.

From grant filings on record. Receipts are incomplete: individual donors are never listed.

Grants

Schedule I · received and paid
Grants received · FY2023
Total grants receivedfrom 2 funders$6K
Grants paid · 13 grants · $55.4M · 2021–2025
Unitemized GrantFY2025$3,283,027
Unitemized GrantFY2025$980,310
Unitemized GrantFY2024$2,517,479
Unitemized GrantFY2024$2,325,817
Unitemized GrantFY2023$2,777,629
Unitemized GrantFY2023$1,258,500
Unitemized GrantFY2022$3,808,164
Unitemized GrantFY2022$2,053,939
Unitemized GrantFY2022$629,977
Unitemized GrantFY2022$25,800
Office of Children and Family Services Empire Pandemic Response FundFY2021$27,131,287
Chafee Funds Program of New York StateFY2021$5,938,200
Office of Children and Family Services Education and Training VouchersFY2021$2,708,481

By the numbers

The FY2025 990, line by line.

1The main four
Money inPt VIII
$12.3M
Ln 12
Gifts and grantsLn 1h$12.2M
Investment incomeLn 3$21K
Other incomeLn 4–11$9K
Money outPt IX
$12.0M
Ln 25
Programscol B$11.5M
Managementcol C$461K
Owns and owesPt X
−$366K
net assets · Ln 32
Cash and savingsLn 1–2$2.3M
Total assetsLn 16$5.0M
LiabilitiesLn 26$5.4M
PeoplePt VI, VII
23
listed · VII A
PaidVII A9
Voting boardVI 1a14
IndependentVI 1b14
2In more detail
Revenue in detailPt VIII
Gifts and grantsLn 1h$12.2M
Government grantsLn 1e$11.4M
Investment incomeLn 3$21K
Other incomeLn 4–11$9K
Total revenueLn 12$12.3M
Assets in detailPt X, end of year
SavingsLn 2$2.3M
Cash and savings togetherLn 1–2$2.3M
Land, buildings, equipmentLn 10c$0
Other assetsLn 15$1.2M
Total assetsLn 16$5.0M
LiabilitiesLn 26$5.4M
Net assetsLn 32−$366K
OperationsPt I, VI
EmployeesI 561
VolunteersI 60
Fiscal year endsHeaderDecember
Conflict-of-interest policyVI 12aYes
Whistleblower policyVI 13Yes
Records policyVI 14Yes
3Year over year
Balance sheet, start vs end of yearPt X · col A, B
LineStart FY25End FY25
Cash and savingsLn 1–2$1.8M$2.3M
Land, buildings, equipmentLn 10c$0$0
Total assetsLn 16$3.5M$5.0M
LiabilitiesLn 26$4.1M$5.4M
Net assetsLn 32−$648K−$366K
4Every line
Statement of functional expensesPt IX · every line
LineTotalProgramsManagementFundraising
Grants to domestic individualsLn 2$4.3M$4.3M
Pay of current officers, directors and key staffLn 5$399K$209K$190K
Other salaries and wagesLn 7$4.1M$4.1M$67K
Pension plan contributionsLn 8$379K$356K$23K
Other employee benefitsLn 9$901K$846K$55K
Payroll taxesLn 10$356K$335K$22K
Accounting feesLn 11c$47K$47K
Office expensesLn 13$45K$41K$4K
OccupancyLn 16$46K$42K$4K
TravelLn 17$22K$21K$1K
InsuranceLn 23$16K$16K
Other expenses (24a–d)Ln 24$1.4M$1.3M$28K
All other expensesLn 24e$11K$8K$3K
Total functional expensesLn 25$12.0M$11.5M$461K$0

Filing history

YearMoney inMoney outIn minus outNet assetsDownload
FY2025 Latest Viewing $12.3M$12.0M$282K−$366K 990 PDF
FY2024 $10.9M$11.1M−$172K−$648K 990 PDF
FY2023 $8.3M$8.5M−$238K−$476K 990 PDF
FY2022 $10.3M$9.3M$987K−$239K 990 PDF
FY2021 $56.6M$56.1M$543K−$1.2M 990 PDF
FY2020 $4.5M$5.4M−$946K−$1.8M 990 PDF

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Schedules filed Part IV

III · Programs I · Grants R · Related orgs G · Fundraising L · Interested persons A · Public support F · Foreign M · Noncash
See the full FY2025 990 (6 parts)
Part I · Summary $12,259,419 revenue, 12 lines filed
I-8 Contributions and grantsPrior year $10,892,586$12,229,060
I-9 Program service revenuePrior year $0$0
I-10 Investment incomePrior year $420$20,993
I-11 Other revenuePrior year $9,355$9,366
I-12 Total revenuePrior year $10,902,361$12,259,419
I-13 Grants and similar amounts paidPrior year $4,843,296$4,263,337
I-14 Benefits paid to membersPrior year $0$0
I-15 Salaries and benefitsPrior year $4,509,414$6,163,002
I-16a Professional fundraising feesPrior year $0$0
I-17 Other expensesPrior year $1,721,350$1,551,363
I-18 Total expensesPrior year $11,074,060$11,977,702
I-19 Revenue less expensesPrior year −$171,699$281,717
Part VI · Governance 14 of 14 board members independent, 1 to look at
VI-1a Voting members of the governing body14
VI-1b Independent voting members14
VI-15a Process for setting top official's payNo
VI-2 Family or business relationship among officers or directorsNo
VI-12a Written conflict of interest policyYes
VI-13 Written whistleblower policyYes
VI-14 Document retention and destruction policyYes
Part VIII · Statement of revenue $12,259,419 across 6 lines filed
VIII-1e Government grants$11,397,935
VIII-1f All other contributions, gifts and grants$831,125
VIII-1h Total contributions, gifts and grants$12,229,060
VIII-3 Investment incomeExcluded from tax $20,993$20,993
VIII-11a-d Other revenue, itemized rows (sum of 11a–11d as filed)Related to mission $9,366$9,366
VIII-12 Total revenueRelated to mission $9,366 · Unrelated business $0 · Excluded from tax $20,993$12,259,419
Part IX · Statement of functional expenses $11,977,702 across 13 lines filed
IX-2 Grants to domestic individualsPrograms $4,263,337$4,263,337
IX-5 Pay of current officers, directors and key staffPrograms $208,848 · Management $189,960$398,808
IX-7 Other salaries and wagesPrograms $4,061,203 · Management $66,967$4,128,170
IX-8 Pension plan contributionsPrograms $355,952 · Management $23,175$379,127
IX-9 Other employee benefitsPrograms $845,559 · Management $55,052$900,611
IX-10 Payroll taxesPrograms $334,507 · Management $21,779$356,286
IX-11c Accounting feesManagement $46,556$46,556
IX-13 Office expensesPrograms $41,220 · Management $3,771$44,991
IX-16 OccupancyPrograms $41,765 · Management $4,434$46,199
IX-17 TravelPrograms $20,642 · Management $1,478$22,120
IX-23 InsuranceManagement $16,217$16,217
IX-24 Other expenses (24a–d)Programs $1,336,159 · Management $28,302$1,364,461
IX-24e All other expensesPrograms $7,917 · Management $2,902$10,819
IX-25 Total functional expensesPrograms $11,517,109 · Management $460,593 · Fundraising $0$11,977,702
Part X · Balance sheet $5,020,350 assets, 13 lines filed
X-2 Savings and temporary cash investmentsStart of year $1,826,407$2,293,510
X-3 Pledges and grants receivableStart of year $277,644$1,457,193
X-9 Prepaid expenses and deferred chargesStart of year $94,795$116,882
X-10c Land, buildings and equipment, netStart of year $0$0
X-15 Other assetsStart of year $1,291,000$1,152,765
X-16 Total assetsStart of year $3,489,846$5,020,350
X-17 Accounts payable and accrued expensesStart of year $437,097$622,423
X-19 Deferred revenueStart of year $1,131,133$2,259,376
X-25 Other liabilitiesStart of year $2,569,763$2,504,981
X-26 Total liabilitiesStart of year $4,137,993$5,386,780
X-27 Net assets without donor restrictionsStart of year −$648,147−$366,430
X-32 Total net assets or fund balancesStart of year −$648,147−$366,430
X-33 Total liabilities and net assetsStart of year $3,489,846$5,020,350
Part XI · Reconciliation of net assets −$366,430 net assets at year end
XI-1 Total revenue$12,259,419
XI-2 Total expenses$11,977,702
XI-3 Revenue less expenses$281,717
XI-4 Net assets at start of year−$648,147
XI-9 Other changes in net assets$0
XI-10 Net assets at end of year−$366,430

Form 990 e-file (XML) FY2025 from the IRS · Classification, formation year and address from the IRS Business Master File

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