2015-11-10T09:49:01-06:00 2015-06-30 043245662 DAVIES & MONAHAN PC 1 BATTERYMARCH PARK STE 101 QUINCY MA 021697454 990 2014-07-01 363264285 WORKERS COMPENSATION RESEARCH INSTITUTE WORK 6176619274 955 MASSACHUSETTS AVENUE CAMBRIDGE MA 02139 RICHARD VICTOR EXECUTIVE DIRECTOR 6176619274 2015-11-03 1 KELLY A MCLAUGHLIN P00088611 6177699600 2014 2016-04-25 22:37:26Z RICHARD VICTOR 955 MASSACHUSETTS AVENUE CAMBRIDGE MA 02139 8260798 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. 19 19 30 0 0 0 0 0 6290229 6850426 220875 203387 40771 300 6551875 7054113 0 0 0 0 4322936 4563525 0 0 0 2752317 2859937 7075253 7423462 -523378 -369349 17729654 17555408 3234960 3430994 14494694 14124414 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 6119028 6850726 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. 6119028 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 30 1 0 0 0 0 0 0 0 0 0 0 X 19 19 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 CRISTINA DOBLEMAN DIRECTOR 0.00 X 0 0 0 BARBARA N SANDELANDS DIRECTOR 0.00 X 0 0 0 JON E STEWART DIRECTOR 0.00 X 0 0 0 TRACY A RYAN DIRECTOR 0.00 X 0 0 0 STEVE PERROOTS DIRECTOR 0.00 X 0 0 0 DAVID PATTERSON TREASURER 0.00 X 0 0 0 JOSEPH WELLS DIRECTOR 0.00 X 0 0 0 MICHAEL FENLON DIRECTOR 0.00 X 0 0 0 JANINE KRAL VICE CHAIRPERSON 0.00 X 0 0 0 PETE MCPARTLAND DIRECTOR 0.00 X 0 0 0 VINCENT DONNELLY CHAIRPERSON 0.00 X 0 0 0 VINCENT ARMENTANO DIRECTOR 0.00 X 0 0 0 DARRELL BROWN DIRECTOR 0.00 X 0 0 0 SRIVATSAN SRIDHARAN DIRECTOR 0.00 X 0 0 0 SHELLEY BOYCE DIRECTOR 0.00 X 0 0 0 DAVID STILLS DIRECTOR 0.00 X 0 0 0 KEITH BATEMAN DIRECTOR 0.00 X 0 0 0 THOMAS NOWAK DIRECTOR 0.00 X 0 0 0 PETER MCCARRON DIRECTOR 0.00 X 0 0 0 DR RICHARD A VICTOR PRESIDENT AND CEO 40.00 X 549459 0 42821 RAMONA TANABE DEPUTY DIRECTOR & CORPORAT 40.00 X 257024 0 57200 DONGCHUN WANG ECONOMIST 40.00 X 139291 0 14531 CHRISTINE YEE ECONOMIST 40.00 X 138209 0 20602 LAURE LAMY SENIOR CONSULTANT 40.00 X 189377 0 29713 MICHAEL CLINGMAN SENIOR CONSULTANT 40.00 X 146689 0 7724 OLESYA FOMENKO ECONOMIST 40.00 X 135709 0 11847 1555758 0 184438 15 0 1 0 MILLIMAN USA ONE PENNSYLVANIA PLAZA NYC NY 10119 DATA PROCESSING 771229 BRICKMAN 955 MASS AVE LLC PO BOX 512526 PHILADELPHIA PA 191752626 LANDLORD 425952 MATHEMATICA PO BOX 2393 PRINCETON NJ 08543 RESEARCH 333328 TECHNICAL AUTOMATION 319 LITTLETON ROAD SUITE 300 WESTFORD MA 01886 COMPUTER CONSULTANT 304275 RANDALL D LEA MD APMC PO BOX 716 LEBANON NH 03766 RESEARCH 120859 5 MEMBERSHIP DUES 900099 6606037 6606037 CONFERENCE REVENUES 900099 217923 217923 PUBLICATIONS SALES 900099 26466 26466 6850426 199538 199538 1210534 1206685 3849 3849 3849 HONORARIUM 900099 300 300 300 7054113 6850726 0 203387 875668 721797 153871 2990110 2464694 525416 205314 169237 36077 262658 216504 46154 229775 189399 40376 64403 53086 11317 117923 97202 20721 654694 539653 115041 73663 60719 12944 748325 616831 131494 439132 361969 77163 194168 160049 34119 160726 132484 28242 91866 75724 16142 70926 58463 12463 RECRUITING 157670 129965 27705 MISCELLANEOUS 46819 38593 8226 SUBSCRIPTIONS DUES AND 29210 24077 5133 REPAIRS & MAINTENANCE 5480 4517 963 4932 4065 867 7423462 6119028 1304434 0 268442 752906 9944585 9739795 239897 884127 144335 255665 1309665 1086247 202539 223418 6929856 5699497 17729654 17555408 991476 1143950 2243484 2287044 3234960 3430994 X 14494694 14124414 14494694 14124414 17729654 17555408 -369349 -931 0 X X 0 1 X 1 0 X 5159519 5698396 5406323 6010928 6606037 28881203 134568 161471 238462 279301 244389 1058191 5294087 5859867 5644785 6290229 6850426 29939394 0 3182469 3386183 3169843 3296578 3424412 16459485 3182469 3386183 3169843 3296578 3424412 16459485 13479909 207008 260966 225209 220875 203387 1117445 207008 260966 225209 220875 203387 1117445 40771 300 41071 5501095 6120833 5869994 6551875 7054113 31097910 0.43350 0.41580 0.03590 0.03740 X SCHEDULE A, PART III, LINE 12, EXPLANATION OF OTHER INCOME: INSURANCE SETTLEMENT PROCEEDS - 2013 AMOUNT: $ 40,771. HONORARIUM - 2014 AMOUNT: $ 300. 191751 177903 13848 1117914 908344 209570 223418 X 7053182 -931 -931 7054113 0 7054113 7423462 0 7423462 0 7423462 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, 2015 AND 2014, THE ORGANIZATION DOES NOT HAVE ANY MATERIAL UNCERTAIN TAX POSITIONS. X X X 0 0 0 0 0 0 0 0 0 DR RICHARD A VICTOR PRESIDENT AND CEO 417104 0 125142 0 7213 0 30550 0 12271 0 592280 0 0 0 RAMONA TANABE DEPUTY DIRECTOR & CORPORAT 205832 0 49753 0 1439 0 24450 0 32750 0 314224 0 0 0 DONGCHUN WANG ECONOMIST 128830 0 7250 0 3211 0 12251 0 2280 0 153822 0 0 0 CHRISTINE YEE ECONOMIST 130468 0 7660 0 81 0 7662 0 12940 0 158811 0 0 0 LAURE LAMY SENIOR CONSULTANT 178610 0 10230 0 537 0 19506 0 10207 0 219090 0 0 0 MICHAEL CLINGMAN SENIOR CONSULTANT 139231 0 4062 0 3396 0 6525 0 1199 0 154413 0 0 0 OLESYA FOMENKO ECONOMIST 125622 0 7018 0 3069 0 7013 0 4834 0 147556 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 11 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 CRISTINA DOBLEMAN - STANFORD UNIV., 651 SERRA STREET RM 250, STANFORD, CA 94305-6207. BARBARA N SANDELANDS - CHUBB & SON, A DIV OF FED INSURANCE CO., 202 HALL'S M WHITEHOUSE STATION, NJ 08889. JON E STEWART - KY EMPLOYERS' MUTUAL INS.,250 WEST MAIN STREET, SUITE 900, LEXINGTON, KY 40507. TRACY A RYAN - LIBERTY MUTUAL; 175 BERKELEY STREET, BOSTON, MA 02117. STEVE PERROOTS - MARRIOTT INTL. INC.; 10400 FERNWOOD RD., BETHESEDA, MD 20817. DAVID PATTERSON - ESIS INC. 436 WALNUT ST.-WA03F, PHILADELPHIA, PA 19106. JOSEPH WELLS - THE HARTFORD, ONE HARTFORD PLAZA, HARTFORD, CT 06115. MICHAEL FENLON - UPS, 55 GLENLAKE PARKWAY, NE, ATLANTA, GA 30328. JANINE KRAL - NORDSRTOM, INC., 1700 SEVENTH AVENUE, SUITE 1000, SEATTLE, WA 98101. PETE MCPARTLAND - SENTRY INSURANCE, 1800 NORTH POINT DRIVE, STEVENS POINT, WI 54481. VINCENT DONNELLY - THE PMA INSURANCE GROUP, 380 SENTRY PARKWAY, BLUE BELL, PA 19422-2328. VINCENT ARMENTANO - THE TRAVELERS CO., INC. ONE TOWER SQ., 7MS, HARTFORD, CT 06183-1120. DARRELL BROWN - SEDGWICK CLAIMS MGMT. SERV., INC. 3760 KILROY AIRPORT WAY, LONG BEACH, CA 90806. SRIVATSAN SRIDHARAN - GALLAGHER BASSETT SVC, INC. THE GALLAGHER CENTRE. TWO ITASCA, IL 60143-3141. SHELLEY BOYCE - MEDRISK, INC;2701 RENAISSANCE BOULEVARD, SUITE 200, KING OF PRUSSIA, PA 19406. DAVID STILLS - WAL-MART STORES, INC. 922 WEST WALNUT, ROGERS, AR 72756-3540. KEITH BATEMAN - PROPERTY CASUALTY INSURERS ASSOC OF AMERICA. 8700 WEST BRYN CHICAGO, IL 60631-3512. THOMAS NOWAK - AIG; 175 WATER ST. 3RD FL, NEW YORK, NY 10038. PETER MCCARRON - ZURICH; 1400 AMERICAN LANE T2F6, SCHAUMBURG, IL 60196. 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.