2017-11-03T16:25:43-05:00 2017-06-30 043245662 DAVIES & MONAHAN PC 1 BATTERYMARCH PARK STE 101 QUINCY MA 021697454 990 2016-07-01 363264285 WORKERS COMPENSATION RESEARCH INSTITUTE WORK 6176619274 955 MASSACHUSETTS AVE 6TH FLR CAMBRIDGE MA 02139 JOHN RUSER PRESIDENT AND CEO 6176619274 2017-11-02 1 KELLY A MCLAUGHLIN P00088611 6177699600 23.30.139.78 2017-11-02 12:09:29 ED P DDC82F78A5783C603DD13EE2EC3913F058A72655 4F27ADE43618FE90C83F6E622DF73C8422E076FA 2016 2018-03-14 21:41:22Z JOHN RUSER 955 MASSACHUSETTS AVE 6TH FLR CAMBRIDGE MA 02139 14901638 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. 16 16 35 0 0 0 0 0 7222000 7205885 250853 1363242 0 0 7472853 8569127 0 0 0 0 5097575 5011931 0 0 0 3291344 2877119 8388919 7889050 -916066 680077 16598620 16205558 3377424 3146558 13221196 13059000 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 6888874 7205885 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. 6888874 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 35 0 1 35 1 0 0 0 0 0 0 0 0 0 0 X 16 16 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 PASS DIRECTOR 0.00 X 0 0 0 ANDREA GARDNER DIRECTOR 0.00 X 0 0 0 STEVE PERROOTS VICE 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 CHAIRPERSON 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 GREGORY MASSEY DIRECTOR 0.00 X 0 0 0 THOMAS NOWAK DIRECTOR 0.00 X 0 0 0 RAMONA TANABE EXECUTIVE VICE PRESIDENT AND COUNSEL 40.00 X 322253 0 62372 DR JOHN RUSER PRESIDENT AND CEO 40.00 X 435730 0 39823 DR RICHARD VICTOR PAST PRESIDENT 40.00 X 427699 0 31207 CAROL TELLES SENIOR ANALYST 40.00 X 158598 0 16238 LAURE LAMY SENIOR CONSULTANT 40.00 X 178252 0 29856 OLESYA FOMENKO ECONOMIST 40.00 X 145575 0 16605 ANDREW KENNEALLY COMMUNICATIONS DIRECTOR 40.00 X 150983 0 16909 TIMOTHY HASSETT-SALLEY REGIONAL DIRECTOR 40.00 X 155360 0 19132 1974450 0 232142 18 0 1 0 MATHEMATICA PO BOX 2393 PRINCETON NJ 08543 RESEARCH 553733 BRICKMAN 955 MASS AVE LLC PO BOX 512526 PHILADELPHIA PA 191752626 LANDLORD 499642 MILLIMAN USA ONE PENNSYLVANIA PLAZA NYC NY 10119 DATA PROCESSING 455219 TECHNICAL AUTOMATION 319 LITTLETON ROAD SUITE 300 WESTFORD MA 01886 COMPUTER CONSULTANT 344876 DAVIES & MONAHAN PC 1 BATTERYMARCH PARK SUITE 101 QUINCY MA 02169 ACCOUNTANT 111247 6 MEMBERSHIP DUES 900099 6982282 6982282 CONFERENCE REVENUES 900099 201022 201022 PUBLICATIONS SALES 900099 22581 22581 7205885 210010 210010 7485743 6332511 1153232 1153232 1153232 8569127 7205885 0 1363242 863659 754164 109495 3359184 2933306 425878 248099 216645 31454 282251 246467 35784 258738 225935 32803 67641 59065 8576 159091 138921 20170 675663 590002 85661 78554 68595 9959 815358 711987 103371 459241 401018 58223 195292 170533 24759 156688 136823 19865 87068 76029 11039 73074 63810 9264 RECRUITING 54162 47295 6867 SUBSCRIPTIONS DUES AND 36094 31518 4576 MISCELLANEOUS 15830 13823 2007 REPAIRS & MAINTENANCE 3099 2706 393 264 232 32 7889050 6888874 1000176 0 631112 233004 9025013 2558638 1001151 730999 147946 149497 1332505 1109556 197174 222949 5596224 12238385 28467 43619 16598620 16205558 996748 829994 2380676 2316564 3377424 3146558 X 13221196 13059000 13221196 13059000 16598620 16205558 X 680077 204321 -1046594 X X 0 1 X 1 0 X 5406323 6010928 6606037 6974678 6982282 31980248 238462 279301 244389 247322 223603 1233077 5644785 6290229 6850426 7222000 7205885 33213325 0 3169843 3296578 3424412 3332948 3450629 16674410 3169843 3296578 3424412 3332948 3450629 16674410 16538915 225209 220875 203387 295024 210010 1154505 225209 220875 203387 295024 210010 1154505 40771 300 41071 5869994 6551875 7054113 7517024 7415895 34408901 0.48070 0.46080 0.03360 0.03640 X SCHEDULE A, PART III, LINE 12, EXPLANATION OF OTHER INCOME: INSURANCE SETTLEMENT PROCEEDS - 2013 AMOUNT: $ 40,771. HONORARIUM - 2014 AMOUNT: $ 300. 191751 184567 7184 1140754 924989 215765 222949 X 7726854 204321 204321 7522533 1046594 1046594 8569127 7889050 0 7889050 0 7889050 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, 2016 AND 2015, THE ORGANIZATION DOES NOT HAVE ANY MATERIAL UNCERTAIN TAX POSITIONS. PART XI, LINE 4B - OTHER ADJUSTMENTS: TAX GAIN ON SALE OF MARKETABLE SECURITIES IN EXCESS OF BOOK 1,046,594. X X X 0 0 0 0 0 0 0 0 0 RAMONA TANABE EXECUTIVE VICE PRESIDENT AND COUNSEL 252453 0 69211 0 589 0 30813 0 31559 0 384625 0 0 0 DR JOHN RUSER PRESIDENT AND CEO 371716 0 58590 0 5424 0 31175 0 8648 0 475553 0 0 0 DR RICHARD VICTOR PAST PRESIDENT 427699 0 0 0 0 0 31175 0 32 0 458906 0 0 0 CAROL TELLES SENIOR ANALYST 132109 0 23069 0 3420 0 12773 0 3465 0 174836 0 0 0 LAURE LAMY SENIOR CONSULTANT 168388 0 9384 0 480 0 17981 0 11875 0 208108 0 0 0 OLESYA FOMENKO ECONOMIST 134566 0 7913 0 3096 0 10621 0 5984 0 162180 0 0 0 ANDREW KENNEALLY COMMUNICATIONS DIRECTOR 139828 0 8043 0 3112 0 11215 0 5694 0 167892 0 0 0 TIMOTHY HASSETT-SALLEY REGIONAL DIRECTOR 154795 0 0 0 565 0 8007 0 11125 0 174492 0 0 0 FORM 990, PART VI, SECTION A, LINE 6 THE ORGANIZATION IS A RESEARCH ORGANIZATION WHOSE MEMBERS CONSISTS 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 APROVED 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 PASS - GALLAGHER BASSETT SVC, INC. THE GALLAGHER CENTRE. TWO PIERCE 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. GREGORY MASSEY - ZURICH NORTH AMERICA, 165 BROADWAY, NEW YORK, NY 10006. THOMAS NOWAK - AIG, 175 WATER ST, 3RD FLOOR, NEW YORK, NY 10038. FORM 990, PART XI, LINE 9: TAX GAIN ON SALE OF MARKETABLE SECURITIES IN EXCESS OF BOOK -1,046,594. 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.