2020-11-16T16:07:51-06:00 2020-06-30 043245662 DAVIES & MONAHAN PC 1 BATTERYMARCH PARK STE 101 QUINCY MA 021697454 990 2019-07-01 363264285 WORKERS COMPENSATION RESEARCH INSTITUTE WORK 6176619274 955 MASSACHUSETTS AVE 6TH FLR CAMBRIDGE MA 02139 JOHN RUSER PRESIDENT AND CEO 6176619274 2020-11-06 1 KELLY A MCLAUGHLIN P00088611 6177699600 23.30.139.73 2020-11-06 15:14:15 ES P D4CC3EC7095FEB7F5B22520E3C0C50E759A3232D 7910EB590B0C0875919CA383C8AA64E2036D6F7C 2019 2021-01-29 14:40:06Z JOHN RUSER 955 MASSACHUSETTS AVE 6TH FLR CAMBRIDGE MA 02139 10841768 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 34 0 0 0 0 0 7818794 7680554 627129 395964 0 0 8445923 8076518 0 0 0 0 5420935 5451615 0 0 0 3329169 3134119 8750104 8585734 -304181 -509216 16244243 15878746 3463533 3551958 12780710 12326788 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 7288044 7680554 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. 7288044 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 34 0 1 34 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 JON E STEWART DIRECTOR 0.00 X 0 0 0 RUSSELL J PASS VICE CHAIRPERSON 0.00 X 0 0 0 STEVE PERROOTS CHAIRPERSON 0.00 X 0 0 0 MICHAEL FENLON DIRECTOR 0.00 X 0 0 0 JANINE KRAL DIRECTOR 0.00 X 0 0 0 VINCENT DONNELLY 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 ELLEN MURPHY DIRECTOR 0.00 X 0 0 0 SHELLEY BOYCE VICE CHAIRPERSON 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 PETER D MCCAROON TREASURER 0.00 X 0 0 0 JOAN VINCENZ DIRECTOR 0.00 X 0 0 0 RAMONA TANABE EXECUTIVE VICE PRESIDENT A 40.00 X 370580 0 67057 DR JOHN RUSER PRESIDENT AND CEO 40.00 X 496097 0 41279 LAURE LAMY REGIONAL DIRECTOR 40.00 X 195060 0 32243 CAROL TELLES SENIOR ANALYST 40.00 X 158542 0 14967 ANDREW KENNEALLY COMMUNICATIONS DIRECTOR 40.00 X 171819 0 20681 TIMOTHY HASSETT-SALLEY REGIONAL DIRECTOR 40.00 X 232382 0 38671 ERIC HARRISON DATA DEVELOPMENT DIRECTOR 40.00 X 159637 0 43592 1784117 0 258490 21 0 1 0 MILLIMAN USA ONE PENNSYLVANIA PLAZA NEW YORK NY 10019 DATA PROCESSING 519283 TECHNICAL AUTOMATION 319 LITTLETON ROAD SUITE 300 WESTFORD MA 01886 COMPUTER CONSULTANT 337527 MATHEMATICA PO BOX 2393 PRINCETON NJ 08543 RESEARCH 296459 DAVIES & MONAHAN PC 1 BATTERYMARCH PARK SUITE 101 QUINCY MA 02169 ACCOUNTANT 115228 1 MEMBERSHIP DUES 900099 7446567 7446567 CONFERENCE REVENUES 900099 219225 219225 PUBLICATIONS SALES 900099 14762 14762 7680554 373061 373061 2788153 2765250 22903 22903 22903 8076518 7680554 0 395964 962561 824019 138542 3579828 3064580 515248 283454 242656 40798 335946 287593 48353 289826 248111 41715 17906 15329 2577 154248 132047 22201 72350 72350 594333 508790 85543 51335 43946 7389 924154 791140 133014 646439 553397 93042 136865 117166 19699 203553 174255 29298 135333 115854 19479 90735 77675 13060 SUBSCRIPTIONS DUES AND 66480 56911 9569 BAD DEBT 40388 34575 5813 8585734 7288044 1297690 0 181450 822049 1593455 1052030 755892 1036745 236832 180405 1872958 1290790 123615 582168 13299891 12158669 6427 46681 46680 16244243 15878746 791914 888931 2671619 2663027 3463533 3551958 X 12780710 12326788 12780710 12326788 16244243 15878746 -509216 55294 0 X X 0 1 X 1 0 X 6974678 6982282 7273956 7535815 7446567 36213298 247322 223603 236728 282979 233987 1224619 7222000 7205885 7510684 7818794 7680554 37437917 0 3332948 3450629 3406569 3293799 3411473 16895418 3332948 3450629 3406569 3293799 3411473 16895418 20542499 295024 210010 277645 597862 300211 1680752 295024 210010 277645 597862 300211 1680752 7517024 7415895 7788329 8416656 7980765 39118669 0.52510 0.51580 0.04300 0.04150 X 191751 191751 0 1681207 1099039 582168 582168 X 8059462 55294 55294 8004168 72350 72350 8076518 8513384 0 8513384 72350 72350 8585734 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, 2020 AND 2019, THE ORGANIZATION DOES NOT HAVE ANY MATERIAL UNCERTAIN TAX POSITIONS. X X X X 0 0 0 0 0 0 0 0 0 RAMONA TANABE EXECUTIVE VICE PRESIDENT A 300496 0 66186 0 3898 0 32555 0 34502 0 437637 0 0 0 DR JOHN RUSER PRESIDENT AND CEO 415380 0 74700 0 6017 0 32555 0 8724 0 537376 0 0 0 LAURE LAMY REGIONAL DIRECTOR 122274 0 72154 0 632 0 20957 0 11286 0 227303 0 0 0 CAROL TELLES SENIOR ANALYST 145111 0 7923 0 5508 0 13447 0 1520 0 173509 0 0 0 ANDREW KENNEALLY COMMUNICATIONS DIRECTOR 159754 0 8919 0 3146 0 13143 0 7538 0 192500 0 0 0 TIMOTHY HASSETT-SALLEY REGIONAL DIRECTOR 114125 0 117885 0 372 0 26296 0 12375 0 271053 0 0 0 ERIC HARRISON DATA DEVELOPMENT DIRECTOR 150612 0 8448 0 577 0 15170 0 28422 0 203229 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. JON E. STEWART - KY EMPLOYERS' MUTUAL INS.,250 WEST MAIN STREET, SUITE 900, LEXINGTON, KY 40507. RUSSELL J. PASS - GALLAGHER BASSETT SVC, INC. 2850 GOLF ROAD, ROLLING MEADOWS, IL 60008. STEVE PERROOTS - MARRIOTT INTL. INC., 10400 FERNWOOD RD, DEPT 924.36, BETHESDA, MD 20817. MICHAEL FENLON - UPS, 55 GLENLAKE PARKWAY, NE, ATLANTA, GA 30328. JANINE KRAL - NORDSTROM, INC., 1700 SEVENTH AVENUE, STE 1000, SEATTLE, WA 98101. VINCENT DONNELLY - PMA INS. GROUP, 380 SENTRY PARKWAY, BLUE BELL, PA 19422-2328. 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. ELLEN MURPHY - AMERICAN PROPERTY CASUALTY INSURANCE, 8700 WEST BRYN MAWR, SU CHICAGO, IL 60631-3512. SHELLEY BOYCE - MEDRISK, INC., 2701 RENAISSANCE BLVD, STE 200, PO BOX 61570, KING OF PRUSSIA, PA 19406. 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. PETER D. MCCAROON - CNA, 151 N. FRANKLIN ST, FLOOR 14, CHICAGO, IL 60606. JOAN VINCENZ - UNITED AIRLINES, 233 S. WACKER, 16TH FLOOR, CHICAGO, IL 60603. 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.