Wise Counsel Research Inc
- Assets
- $20.3k
- Revenue
- $0.0
- Investments
- $0.0
- Employees
- 0
- Location
- Milton, MA
- Founding
- 09/2009
- Data as of
- 12/2023
- EIN
- 26-3731176
Organization Overview
Wise Counsel Research Inc is located in Milton, MA. The organization was established in 2009. According to its NTEE Classification (V25) the organization is classified as: Population Studies, under the broad grouping of Social Science and related organizations. This organization is an independent organization and not affiliated with a larger national or regional group of organizations. Wise Counsel Research Inc is a 501(c)(3) and as such, is described as a "Charitable or Religous organization or a private foundation" by the IRS.
For the year ending 12/2023, Wise Counsel Research Inc generated $366.0 in total revenue. This represents a relatively dramatic decline in revenue. Over the past 9 years, the organization has seen revenues fall by an average of (49.5%) each year. All expenses for the organization totaled $2.3k during the year ending 12/2023. You can explore the organizations financials more deeply in the financial statements section below.
Form
990EZ
Mission & Program ActivityExcerpts From the 990EZ Filing
TAX YEAR
2023
Describe the Organization's Program Activity:
Part 3
IN 2023, WISE COUNSEL RESEARCH (WCR) CONTINUED TO CONDUCT AND PUBLISH RESEARCH ON THE IMPACT OF FINANCIAL WEALTH ON INDIVIDUALS, FAMILIES, AND COMMUNITIES. MEMBERS OF WCR PRESENTED RESULTS FROM OUR FLAGSHIP RESEARCH, THE 100-YEAR FAMILIES STUDY, IN SUCH FORUMS AS THE WEALTH OF WISDOM PODCAST, NORTHWEST MUTUAL, THE PHILANTHROPY ROUNDTABLE, THE PURPOSEFUL PLANNING INSTITUTE, THE MONEY INSTITUTE PODCAST, AND MANY OTHERS. DR. KEITH WHITAKER, WCRS PRESIDENT, PUBLISHED ACCOUNTS OF WCRS FINDINGS IN MEDIA RELATED TO THE NATIONAL ASSOCIATION OF SCHOLARS AND WAS CITED BY A VARIETY OF NATIONAL AND INTERNATIONAL JOURNALISTS. IN 2023 MEMBERS OF WCR CONTRIBUTED OVER A DOZEN EPISODES TO A LONG-RUNNING PODCAST ON THE TOP PRACTICES OF WEALTHY FAMILIES AND THEIR ADVISORS RELATED TO OUR ONGOING RESEARCH.
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Board, Officers & Key Employees
| Name (title) | Role | Hours | Compensation |
|---|---|---|---|
James E Hughes Director | 0 | $0 | |
Keith Whitaker Director | 0 | $0 | |
Susan Massenzio Director | 0 | $0 | |
Keith Whitaker Treasurer | 0 | $0 | |
Keith Whitaker Clerk | 0 | $0 | |
Keith Whitaker President | 20 | $0 |
Financial Statements
| Statement of Revenue | |
|---|---|
| Total Revenue from Contributions, Gifts, Grants & Similar | $0 |
| Total Program Service Revenue | $0 |
| Membership dues | $0 |
| Investment income | $0 |
| Gain or Loss | $0 |
| Net Income from Gaming & Fundraising | $0 |
| Other Revenue | $366 |
| Total Revenue | $366 |
| Statement of Expenses | |
|---|---|
| Grants and similar amounts paid | $0 |
| Benefits paid to or for members | $0 |
| Salaries, other compensation, and employee benefits | $0 |
| Professional fees and other payments to independent contractors | $2,285 |
| Occupancy, rent, utilities, and maintenance | $0 |
| Printing, publications, postage, and shipping | $0 |
| Other expenses | $35 |
| Total expenses | $2,320 |
| Balance Sheet | |
|---|---|
| Cash, savings, and investments | $20,340 |
| Other assets | $0 |
| Total assets | $20,340 |
| Total liabilities | $0 |
| Net assets or fund balances | $20,340 |
Peer Organizations
| Organization Name | Assets | Revenue |
|---|---|---|
Center For Migration Studies Of New York Inc New York, NY | $1,144,405 | $831,133 |
American Geographical Society Of New York New York, NY | $2,136,146 | $81,537 |
World Organization To Investigate The Persecution Of Falun Gong Inc New York, NY | $49,576 | $4,871 |
Wise Counsel Research Inc Milton, MA | $20,340 | $0 |
Population Research Foundation Inc Wellesley, MA | -$252 | $35 |