2018-11-06T09:18:23-06:00 2018-06-30 043245662 DAVIES & MONAHAN PC 1 BATTERYMARCH PARK STE 101 QUINCY MA 021697454 990 2017-07-01 363264285 WORKERS COMPENSATION RESEARCH INSTITUTE WORK 6176619274 955 MASSACHUSETTS AVE 6TH FLR CAMBRIDGE MA 02139 JOHN RUSER PRESIDENT AND CEO 6176619274 2018-10-30 1 KELLY A MCLAUGHLIN P00088611 6177699600 23.30.139.73 2018-10-30 13:53:23 ED P 89F5BFDFC41F81C70C5467753B477509EB52E241 89F5BFDFC41F81C70C5467753B477509EB52E241 2017 2018-06-14 16:35:46Z JOHN RUSER 955 MASSACHUSETTS AVE 6TH FLR CAMBRIDGE MA 02139 9386756 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 7205885 7510684 1363242 303993 0 0 8569127 7814677 0 0 0 0 5011931 5245530 0 0 0 2877119 2818641 7889050 8064171 680077 -249494 16205558 16233122 3146558 3333536 13059000 12899586 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 7046765 7510684 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. 7046765 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 38 0 1 32 1 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 DARRELL BROWN DIRECTOR 0.00 X 0 0 0 TREY GILLESPIE 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 SUSAN GORDON DIRECTOR 0.00 X 0 0 0 THOMAS NOWAK 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 350067 0 67761 DR JOHN RUSER PRESIDENT AND CEO 40.00 X 442171 0 40765 LAURE LAMY SENIOR CONSULTANT 40.00 X 238990 0 43277 OLESYA FOMENKO ECONOMIST 40.00 X 150077 0 16903 ANDREW KENNEALLY COMMUNICATIONS DIRECTOR 40.00 X 160293 0 17811 TIMOTHY HASSETT-SALLEY REGIONAL DIRECTOR 40.00 X 164401 0 30126 PATRICK ROBINSON REGIONAL DIRECTOR 40.00 X 154124 0 37851 1660123 0 254494 19 0 1 0 MILLIMAN USA ONE PENNSYLVANIA PLAZA NYC NY 10019 DATA PROCESSING 673646 MATHEMATICA PO BOX 2393 PRINCETON NJ 08543 RESEARCH 413819 TECHNICAL AUTOMATION 319 LITTLETON ROAD SUITE 300 WESTFORD MA 01886 COMPUTER CONSULTANT 396152 DAVIES & MONAHAN PC 1 BATTERYMARCH PARK SUITE 101 QUINCY MA 02169 ACCOUNTANT 131654 RANDALL D LEA MD APMC PO BOX 87132 BATON ROUGE LA 70879 RESEARCH CONSULTANT 107652 6 MEMBERSHIP DUES 900099 7273956 7273956 CONFERENCE REVENUES 900099 214430 214430 PUBLICATIONS SALES 900099 22298 22298 7510684 277645 277645 1598427 1572079 26348 26348 26348 7814677 7510684 0 303993 926833 809900 116933 3483531 3044036 439495 251096 219417 31679 306256 267618 38638 277814 242764 35050 51072 44629 6443 150987 131938 19049 622967 544372 78595 60928 53241 7687 820659 717122 103537 506557 442648 63909 177580 155176 22404 175715 153546 22169 84871 74164 10707 94478 82558 11920 RECRUITING 31589 27604 3985 SUBSCRIPTIONS DUES AND 25144 21972 3172 MISCELLANEOUS 14094 12312 1782 REPAIRS & MAINTENANCE 2000 1748 252 8064171 7046765 1017406 0 233004 110905 2558638 1476779 730999 1119290 149497 246888 1345875 1170964 222949 174911 12238385 13043281 28467 17449 43619 43619 16205558 16233122 829994 710510 2316564 2623026 3146558 3333536 X 13059000 12899586 13059000 12899586 16205558 16233122 X -249494 109378 -19298 X X 0 1 X 1 0 X 6010928 6606037 6974678 6982282 7273956 33847881 279301 244389 247322 223603 236728 1231343 6290229 6850426 7222000 7205885 7510684 35079224 0 3296578 3424412 3332948 3450629 3406569 16911136 3296578 3424412 3332948 3450629 3406569 16911136 18168088 220875 203387 295024 210010 277645 1206941 220875 203387 295024 210010 277645 1206941 40771 300 41071 6551875 7054113 7517024 7415895 7788329 36327236 0.50010 0.48070 0.03320 0.03360 X SCHEDULE A, PART III, LINE 12, EXPLANATION OF OTHER INCOME: INSURANCE SETTLEMENT PROCEEDS - 2013 AMOUNT: $ 40,771. HONORARIUM - 2014 AMOUNT: $ 300. 191751 187680 4071 1154124 983284 170840 174911 X 7904757 109378 109378 7795379 19298 19298 7814677 8064171 0 8064171 0 8064171 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, 2018 AND 2017, THE ORGANIZATION DOES NOT HAVE ANY MATERIAL UNCERTAIN TAX POSITIONS. PART XI, LINE 4B - OTHER ADJUSTMENTS: TAX GAINS IN EXCESS OF BOOK LOSS 19,298. X X X X 0 0 0 0 0 0 0 0 0 RAMONA TANABE EXECUTIVE VICE PRESIDENT A 288786 0 59682 0 1599 0 31440 0 36321 0 417828 0 0 0 DR JOHN RUSER PRESIDENT AND CEO 378194 0 58462 0 5515 0 31440 0 9325 0 482936 0 0 0 LAURE LAMY SENIOR CONSULTANT 120269 0 118334 0 387 0 27707 0 15570 0 282267 0 0 0 OLESYA FOMENKO ECONOMIST 139182 0 7795 0 3100 0 10765 0 6138 0 166980 0 0 0 ANDREW KENNEALLY COMMUNICATIONS DIRECTOR 148941 0 8229 0 3123 0 11889 0 5922 0 178104 0 0 0 TIMOTHY HASSETT-SALLEY REGIONAL DIRECTOR 104796 0 59308 0 297 0 17079 0 13047 0 194527 0 0 0 PATRICK ROBINSON REGIONAL DIRECTOR 90747 0 63250 0 127 0 16035 0 21816 0 191975 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. DARRELL BROWN - SEDGWICK CLAIMS MGMT SERV,3760 KILROY AIRPORT WAY,STE 400, LONG BEACH, CA 90806. TREY GILLESPIE - PCIAA, 1504 SAN ANTONIO ST., AUSTIN, TX 78701. 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. SUSAN GORDON - ZURICH NORTH AMERICA, 1400 AMERICAN LN T2F6, SCHAUMBURG, IL 60196. THOMAS NOWAK - AIG, 175 WATER ST, 3RD FLOOR, NEW YORK, NY 10038. 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 -19,298. 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.