2022-11-01T14:15:20-05:00 2022-06-30 043245662 DAVIES & MONAHAN PC 1 BATTERYMARCH PARK STE 101 QUINCY MA 021697454 990 2021-07-01 363264285 WORKERS COMPENSATION RESEARCH INSTITUTE WORK 6176619274 955 MASSACHUSETTS AVE 6TH FLR CAMBRIDGE MA 02139 JOHN RUSER PRESIDENT AND CEO 6176619274 2022-10-25 1 JOHN RUSER 999009999 KELLY A MCLAUGHLIN P00088611 6177699600 3 AAL1 IAL1 2021 2022-09-23 18:48:47Z JOHN RUSER 955 MASSACHUSETTS AVE 6TH FLR CAMBRIDGE MA 02139 13543970 0 X WWW.WCRINET.ORG X 1983 MA THE PRIMARY EXEMPT PURPOSE OF THE ORGANIZATION IS TO PERFORM INDEPENDENT RESEARCH AND CONDUCT OBJECTIVE STUDIES AND ANALYSES TO PROVIDE OBJECTIVE, CREDIBLE, HIGH-QUALITY RESEARCH AND INFORMATION ON PUBLIC POLICY ISSUES INVOLVING WORKERS' COMPENSATION SYSTEMS. 18 18 29 0 0 0 0 0 7308815 7455285 598519 694188 0 0 7907334 8149473 0 0 0 0 5138817 5349725 0 0 0 2521977 2876739 7660794 8226464 246540 -76991 16894777 14727537 3166065 3041881 13728712 11685656 THE PRIMARY MISSION OF THE ORGANIZATION IS TO BE A CATALYST FOR SIGNIFICANT IMPROVEMENTS IN WORKERS' COMPENSATION SYSTEMS, PROVIDING THE PUBLIC WITH OBJECTIVE, CREDIBLE, HIGH-QUALITY RESEARCH ON IMPORTANT PUBLIC POLICY ISSUES. 0 0 6843440 7455285 THE INSTITUTE WAS ESTABLISHED TO GATHER, ANALYZE, AND DISSEMINATE RELIABLE INFORMATION TO LEGISLATORS, ADMINISTRATORS, TASK FORCES, AND INDUSTRY GROUPS INTERESTED IN IMPROVING WORKERS' COMPENSATION SYSTEMS. 6843440 1 0 0 0 0 0 0 0 0 0 1 0 0 0 0 1 1 0 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 24 0 1 29 1 0 0 0 0 0 0 0 0 0 0 0 0 X 18 18 0 0 0 0 1 1 0 1 1 0 0 1 1 1 1 0 1 1 1 0 MA X RAMONA TANABE CO WCRI 6176619274 955 MASSACHUSETTS AVENUE CAMBRIDGE MA 02139 CHRISTINA DOBLEMAN DIRECTOR 0.00 X 0 0 0 RUSSELL J PASS CHAIRPERSON 0.00 X 0 0 0 STEVE PERROOTS DIRECTOR 0.00 X 0 0 0 DENISE ZOE ALGIRE DIRECTOR 0.00 X 0 0 0 DEBRA KANE DIRECTOR 0.00 X 0 0 0 VINCENT ARMENTANO DIRECTOR 0.00 X 0 0 0 TOM GLASSON DIRECTOR 0.00 X 0 0 0 JOSEPH WELLS DIRECTOR 0.00 X 0 0 0 KIMBERLY GEORGE DIRECTOR 0.00 X 0 0 0 NINA MCILREE MD DIRECTOR 0.00 X 0 0 0 JON STEWART DIRECTOR 0.00 X 0 0 0 VIRNA ALEXANDER RHODES DIRECTOR 0.00 X 0 0 0 KEVIN BRADY DIRECTOR 0.00 X 0 0 0 JOAN VINCENZ DIRECTOR 0.00 X 0 0 0 KERI KITTMAN TREASURER 0.00 X 0 0 0 STEVEN A BENNETT DIRECTOR 0.00 X 0 0 0 MATTHEW MASSARO DIRECTOR 0.00 X 0 0 0 MICHELE ADAMS DIRECTOR 0.00 X 0 0 0 RAMONA TANABE EXECUTIVE VICE PRESIDENT A 40.00 X 395366 0 75702 DR JOHN RUSER PRESIDENT AND CEO 40.00 X 501190 0 46728 ANDREW KENNEALLY COMMUNICATIONS DIRECTOR 40.00 X 181074 0 29826 OLYESA FOMENKO ECONOMIST 40.00 X 168727 0 16240 RUI YANG SENIOR PUBLIC POLIC ANALYST 40.00 X 166859 0 14154 ERIC HARRISION DATA DEVELOPMENT DIRECTOR 40.00 X 166169 0 54911 DONGCHUN WANG ECONOMIST 40.00 X 159477 0 17926 1738862 0 255487 20 0 1 0 TECHNICAL AUTOMATION 319 LITTLETON ROAD SUITE 300 WESTFORD MA 01886 COMPUTER CONSULTANT 711610 MILLIMAN USA ONE PENNSYLVANIA PLAZA NEW YORK NY 10019 DATA PROCESSING 450000 DAVIES & MONAHAN PC 1 BATTERYMARCH PARK SUITE 101 QUINCY MA 02169 ACCOUNTANT 116494 RUSSELL REYNOLDS ASSOCIATES INC 1700 NEW YORK AVENUE NW STE 400 WASHINGTON DC 20006 RECRUITER 104800 0 MEMBERSHIP DUES 900099 7234069 7234069 CONFERENCE REVENUES 900099 156582 156582 CONTRACTS AND GRANTS 900099 44790 44790 PUBLICATIONS SALES 900099 19844 19844 7455285 405899 405899 5682786 5394497 288289 288289 288289 8149473 7455285 0 694188 1005083 844270 160813 3411761 2865879 545882 251354 211137 40217 401362 337144 64218 280165 235339 44826 20268 17025 3243 192017 161294 30723 79512 79512 347360 291782 55578 14283 11998 2285 966611 811953 154658 709280 595795 113485 25046 21039 4007 107214 90060 17154 181774 152690 29084 87613 73595 14018 BAD DEBT 79050 66403 12647 SUBSCRIPTIONS DUES AND 66711 56037 10674 8226464 6843440 1383024 0 409700 1531157 1611874 151544 365568 215514 205662 218438 2168517 1476574 430770 691943 13824523 11872261 46680 46680 16894777 14727537 874720 934536 2291345 2107345 3166065 3041881 X 13728712 11685656 13728712 11685656 16894777 14727537 -76991 -1966065 0 X X 0 1 X 1 0 X 7273956 7535815 7446567 7203164 7234069 36693571 236728 282979 233987 105651 221216 1080561 7510684 7818794 7680554 7308815 7455285 37774132 0 3406569 3293799 3411473 3410710 3315282 16837833 3406569 3293799 3411473 3410710 3315282 16837833 20936299 277645 597862 300211 329060 405899 1910677 277645 597862 300211 329060 405899 1910677 7788329 8416656 7980765 7637875 7861184 39684809 0.52760 0.52370 0.04810 0.04370 X 191751 191751 0 1976766 1284823 691943 691943 X 6103896 -1966065 -1966065 8069961 79512 79512 8149473 8146952 0 8146952 79512 79512 8226464 PART X, LINE 2: UNDER FASB ASC 740 INCOME TAXES, THE ORGANIZATION RECOGNIZES THE TAX BENEFIT OF TAX POSITIONS TO THE EXTENT THAT THE BENEFIT WILL MORE LIKELY THAN NOT BE REALIZED. THE DETERMINATION AS TO WHETHER THE TAX BENEFIT WILL MORE LIKELY THAN NOT BE REALIZED IS BASED UPON THE TECHNICAL MERITS OF THE TAX POSITION AS WELL AS CONSIDERATION OF THE AVAILABLE FACTS AND CIRCUMSTANCES. AS OF JUNE 30, 2022 AND 2021, THE ORGANIZATION DOES NOT HAVE ANY MATERIAL UNCERTAIN TAX POSITIONS. X X X X 0 0 0 0 0 0 0 0 0 DR JOHN RUSER PRESIDENT AND CEO 418215 0 76775 0 6200 0 33460 0 13268 0 547918 0 0 0 RAMONA TANABE EXECUTIVE VICE PRESIDENT A 314618 0 79348 0 1400 0 33460 0 42242 0 471068 0 0 0 ERIC HARRISION DATA DEVELOPMENT DIRECTOR 156800 0 8786 0 583 0 15754 0 39157 0 221080 0 0 0 ANDREW KENNEALLY COMMUNICATIONS DIRECTOR 168533 0 9320 0 3221 0 17176 0 12650 0 210900 0 0 0 OLYESA FOMENKO ECONOMIST 157146 0 8453 0 3128 0 11785 0 4455 0 184967 0 0 0 RUI YANG SENIOR PUBLIC POLIC ANALYST 155343 0 8389 0 3127 0 11597 0 2557 0 181013 0 0 0 DONGCHUN WANG ECONOMIST 147670 0 8025 0 3782 0 13772 0 4154 0 177403 0 0 0 FORM 990, PART VI, SECTION A, LINE 6 THE ORGANIZATION IS A RESEARCH ORGANIZATION WHOSE MEMBERS CONSIST OF EMPLOYERS, INSURERS, STATE FUNDS, STATE GOVERNMENTS AND LABOR ORGANIZATIONS. FORM 990, PART VI, SECTION A, LINE 7A THE RESPONSIBLITY FOR POLICYMAKING RESTS WITH THE ORGANIZATION'S BOARD OF DIRECTORS, A REPRESENTATIVE GROUP THAT IS ELECTED BY THE MEMBERSHIP FOR STAGGERED THREE-YEAR TERMS. FORM 990, PART VI, SECTION B, LINE 11B AFTER THE PREPARATION OF THE 990 BY THE ACCOUNTING DEPARTMENT AND AN OUTSIDE ACCOUNTING FIRM, IT IS REVIEWED BY THE EXECUTIVE DIRECTOR AND DEPUTY DIRECTOR PRIOR TO FILING. A COPY IS ALSO PROVIDED TO THE TREASURER OF THE BOARD OF DIRECTORS AND THE EXECUTIVE COMMITTEE FOR REVIEW PRIOR TO FILING. FORM 990, PART VI, SECTION B, LINE 12C THE CONFLICT OF INTEREST POLICY IS DISTRIBUTED ANNUALLY TO THE BOARD OF DIRECTORS AND THE DEPUTY DIRECTOR TRACKS THE DISCLOSURES, IF ANY, BY ANY BOARD MEMBERS. FORM 990, PART VI, SECTION B, LINE 15 ANNUALLY, THE BOARD OF DIRECTORS DETERMINES THE COMPENSATION FOR BOTH EXECUTIVE DIRECTOR AND THE DEPUTY DIRECTOR WHICH ARE TWO KEY MANAGEMENT POSITIONS FOR THE ORGANIZATION. THE COMPENSATION DETERMINATION IS BASED ON APPROPRIATE COMPARABLE DATA AND IS APPROVED BY AND DOCUMENTED BY A COMPENSATION COMMITTEE. A COMPENSATION SURVEY OF SIMILIAR POSITIONS IS CONDUCTED BY AN OUTSIDE CONSULTANT EVERY THREE YEARS. FORM 990, PART VI, SECTION C, LINE 19 DOCUMENTS AVAILABLE TO THE PUBLIC UPON REQUEST. FORM 990, PART VII CONTACT ADDRESSES FOR OFFICERS, DIRECTORS, ETC CHRISTINA DOBLEMAN - STANFORD UNIV., 651 SERRA STREET RM 250, STANFORD, CA 94305-6207. RUSSELL J. PASS - GALLAGHER BASSETT, 2850 GOLF ROAD, 4TH FLOOR, ROLLING MEADOWS, IL 60008. STEVE PERROOTS - MARRIOTT INTL. INC., 10400 FERNWOOD RD, , BETHESDA, MD 20817. DENISE ZOE ALGIRE - ALBERTSONS COMPANIES, 5918 STONERIDGE MALL RD., PLEASANTON, CA 94588. DEBRA KANE - CNA, 801 WARRENVILLE RD, STE. 700, LISLE, IL 60532. VINCENT ARMENTANO - THE TRAVELERS CO. INC., ONE TOWER SQUARE, 7MS, HARTFORD, CT 06183-1120. TOM GLASSON - AIG, 600 N. PEARL, SUITE 700, DALLAS, TX 75201. JOSEPH WELLS - EVEREST INSURANCE, 100 EVEREST WAY, WARREN, NJ 07059. KIMBERLY GEORGE - SEDGWICK CLAIMS MANAGEMENT SERVICES, INC., 1100 RIDGEWAY L MEMPHIS, TN 38120. NINA MCILREE, M.D. - ZURICH NORTH AMERICA, 1400 AMERICAN LANE, MANAGED CARE, SCHAUMBURG, IL 60196. JON STEWART - KENTUCKY EMPLOYERS' MUTUAL INSURANCE, 250 WEST MAIN STREET, SU LEXINGTON, KY 40507-1724. VIRNA ALEXANDER RHODES - LIBERTY MUTUAL INSURANCE, 157 BERKELEY STREET, BOSTON, MA 02116. KEVIN BRADY - THE PMA INSURANCE GROUP, 380 SENTRY PARKWAY, BLUE BELL, PA 19422-2328. JOAN VINCENZ - UNITED AIRLINES, 233 S. WACKER DRIVE, CHICAGO, IL 60603. KERI KITTMAN - AF GROUP, 200 N. GRAND AVE, LANSING, MI 48901. STEVEN A. BENNETT - AMERICAN PROPERTY CASUALTY INSURANCE, 8700 WEST BRYN MAW CHICAGO, IL 60631. MATTHEW MASSARO - THE HARTFORD FINANCIAL SERVICES GROUP, ONE HARFORD PLAZA, HARTFORD, CT 06155. MICHELE ADAMS - WALMART, 702 SOUTHWEST 8TH STREET, BENTONVILLE, AR 72716. FORM 990, PART XII, LINE 2C: THE PROCESS OF OVERSEEING THE AUDIT OF THE FINANCIAL STATEMENTS AND THE SELECTION OF INDEPENDENT ACCOUNTANTS HAS NOT CHANGED FROM THE PRIOR YEAR.