2019-11-06T16:52:05-06:00 2019-06-30 043245662 DAVIES & MONAHAN PC 1 BATTERYMARCH PARK STE 101 QUINCY MA 021697454 990 2018-07-01 363264285 WORKERS COMPENSATION RESEARCH INSTITUTE WORK 6176619274 955 MASSACHUSETTS AVE 6TH FLR CAMBRIDGE MA 02139 JOHN RUSER PRESIDENT AND CEO 6176619274 2019-10-29 1 KELLY A MCLAUGHLIN P00088611 6177699600 23.30.139.73 2019-10-29 10:35:34 ED P 4A239EE28E8760C99B5CCC9BC7A035E289181224 18CCB5B5F0DAC7DDE28FF9436DA37F121A727D79 2018 2020-03-31 21:24:44Z JOHN RUSER 955 MASSACHUSETTS AVE 6TH FLR CAMBRIDGE MA 02139 10115308 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 32 0 0 0 0 0 7510684 7818794 303993 627129 0 0 7814677 8445923 0 0 0 0 5245530 5420935 0 0 0 2818641 3329169 8064171 8750104 -249494 -304181 16233122 16244243 3333536 3463533 12899586 12780710 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 7669352 7818794 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. 7669352 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 29 0 1 32 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 TREASURER 0.00 X 0 0 0 RUSSELL J PASS VICE CHAIRPERSON 0.00 X 0 0 0 ANDREA GARDNER DIRECTOR 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 DONNA GLENN 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 DAVID STILLS 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 PETER D MCCAROON DIRECTOR 0.00 X 0 0 0 JOAN VINCENZ DIRECTOR 0.00 X 0 0 0 RAMONA TANABE EXECUTIVE VICE PRESIDENT A 40.00 X 354836 0 41739 DR JOHN RUSER PRESIDENT AND CEO 40.00 X 461599 0 35029 LAURE LAMY REGIONAL DIRECTOR 40.00 X 209504 0 26101 CAROL TELLES SENIOR ANALYST 40.00 X 154875 0 14213 ANDREW KENNEALLY COMMUNICATIONS DIRECTOR 40.00 X 164415 0 19298 TIMOTHY HASSETT-SALLEY REGIONAL DIRECTOR 40.00 X 215883 0 27094 ERIC HARRISON DATA DEVELOPMENT DIRECTOR 40.00 X 155314 0 19858 1716426 0 183332 22 0 1 0 MILLIMAN USA ONE PENNSYLVANIA PLAZA NYC NY 10019 DATA PROCESSING 499911 MATHEMATICA PO BOX 2393 PRINCETON NJ 08543 RESEARCH 478782 TECHNICAL AUTOMATION 319 LITTLETON ROAD SUITE 300 WESTFORD MA 01886 COMPUTER CONSULTANT 333348 DAVIES & MONAHAN PC 1 BATTERYMARCH PARK SUITE 101 QUINCY MA 02169 ACCOUNTANT 123856 RANDALL D LEA MD APMC PO BOX 87132 BATON ROUGE LA 70879 RESEARCH CONSULTANT 111011 1 MEMBERSHIP DUES 900099 7535815 7535815 CONFERENCE REVENUES 900099 219195 219195 CONTRACTS AND GRANTS 900099 38921 38921 PUBLICATIONS SALES 900099 24863 24863 7818794 597862 597862 1698652 1669385 29267 29267 29267 8445923 7818794 0 627129 938142 829536 108606 3599159 3182493 416666 283679 250838 32841 311989 275871 36118 287966 254629 33337 59843 52915 6928 139026 122931 16095 76648 76648 685980 606566 79414 69931 61835 8096 1109678 981213 128465 630207 557249 72958 190729 168649 22080 171434 151588 19846 81486 72053 9433 87452 77328 10124 SUBSCRIPTIONS DUES AND 26755 23658 3097 8750104 7669352 1080752 0 110905 181450 1476779 1593455 1119290 755892 246888 236832 1355837 1232222 174911 123615 13043281 13299891 17449 6427 43619 46681 16233122 16244243 710510 791914 2623026 2671619 3333536 3463533 X 12899586 12780710 12899586 12780710 16233122 16244243 X -304181 243635 -58330 X X 0 1 X 1 0 X 6606037 6974678 6982282 7273956 7535815 35372768 244389 247322 223603 236728 282979 1235021 6850426 7222000 7205885 7510684 7818794 36607789 0 3424412 3332948 3450629 3406569 3293799 16908357 3424412 3332948 3450629 3406569 3293799 16908357 19699432 203387 295024 210010 277645 597862 1583928 203387 295024 210010 277645 597862 1583928 300 300 7054113 7517024 7415895 7788329 8416656 38192017 0.51580 0.50010 0.04150 0.03320 X SCHEDULE A, PART III, LINE 12, EXPLANATION OF OTHER INCOME: HONORARIUM - 2014 AMOUNT: $ 300. 191751 190388 1363 1164086 1041834 122252 123615 X 8554580 243635 243635 8310945 76648 58330 134978 8445923 8673456 0 8673456 76648 76648 8750104 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, 2019 AND 2018, THE ORGANIZATION DOES NOT HAVE ANY MATERIAL UNCERTAIN TAX POSITIONS. PART XI, LINE 4B - OTHER ADJUSTMENTS: TAX GAINS IN EXCESS OF BOOK LOSS 58,330. X X X X 0 0 0 0 0 0 0 0 0 RAMONA TANABE EXECUTIVE VICE PRESIDENT A 282343 0 70575 0 1918 0 32080 0 9659 0 396575 0 0 0 DR JOHN RUSER PRESIDENT AND CEO 394451 0 61553 0 5595 0 32080 0 2949 0 496628 0 0 0 LAURE LAMY REGIONAL DIRECTOR 122128 0 86782 0 594 0 23229 0 2872 0 235605 0 0 0 CAROL TELLES SENIOR ANALYST 140709 0 8031 0 6135 0 13394 0 819 0 169088 0 0 0 ANDREW KENNEALLY COMMUNICATIONS DIRECTOR 152287 0 8997 0 3131 0 12652 0 6646 0 183713 0 0 0 TIMOTHY HASSETT-SALLEY REGIONAL DIRECTOR 109063 0 106500 0 320 0 24168 0 2926 0 242977 0 0 0 ERIC HARRISON DATA DEVELOPMENT DIRECTOR 146186 0 8605 0 523 0 14760 0 5098 0 175172 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. THE GALLAGHER CENTRE. TWO PIER ITASCA, IL 60143-3141. ANDREA GARDNER - THE HARTFORD, ONE HARTFORD PLAZA, TOWER 12, HARTFORD, CT 06155. 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. DONNA GLENN - LIBERTY MUTUAL INS., 157 BERKELEY ST, 4TH FLOOR, BOSTON, MA 02117. 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. DAVID STILLS - WAL-MART STORES, INC. 922 WEST WALNUT, ROGERS, AR 72756-3540. 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, 333 SOUTH WABASH, 39N, CHICAGO, IL 60604. JOAN VINCENZ - UNITED AIRLINES, 233 S. WACKER, 16TH FLOOR, CHICAGO, IL 60603. FORM 990, PART XI, LINE 9: TAX GAIN IN EXCESS OF BOOK LOSS -58,330. 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.