2023-06-13T10:44:34-05:00 2022-12-31 381357951 PLANTE & MORAN PLLC 750 TRADE CENTRE WAY STE 300 PORTAGE MI 49002 990 2022-01-01 381360419 W E UPJOHN UNEMPLOYMENT TRUSTEE CORP WEUP 2693435541 300 S WESTNEDGE AVENUE KALAMAZOO MI 49007 KATHY BREYFOGLE CFO 2693435541 2023-06-12 1 KATHY BREYFOGLE 999009999 1 DORI J EGGETT P00645252 2695674500 2023-06-12 2 AAL1 IAL1 2022 2023-04-26 12:10:37Z WE UPJOHN INSTITUTE FOR EMPLOYMENT RESEARCH UPJOHN INSTITUTE CENTER FOR REGIONAL ECONOMIC & COMMUNITY DEVELOPMENT MICHAEL HORRIGAN 300 S WESTNEDGE AVENUE KALAMAZOO MI 49007 39589674 0 X HTTPS://WWW.UPJOHN.ORG/ X 1932 MI TO STUDY POLICY-RELATED ISSUES OF EMPLOYMENT AND UNEMPLOYMENT AND APPLY KNOWLEDGE GAINED THROUGH RESEARCH TO HELP PREVENT AND ALLEVIATE THE DISTRESS AND HARDSHIP CAUSED BY UNEMPLOYMENT. 9 9 139 9 0 0 8286511 8939607 4767308 8046374 15761862 8755982 53826 11726 28869507 25753689 4559353 4700415 0 0 12950455 13603721 0 0 0 4630494 9286760 22140302 27590896 6729205 -1837207 279939178 228309174 6849517 9149284 273089661 219159890 X TO CONDUCT RESEARCH INTO THE CAUSES AND EFFECTS OF UNEMPLOYMENT AND TO STUDY AND INVESTIGATE THE FEASIBILITY AND METHODS OF INSURING AGAINST UNEMPLOYMENT AND TO DEVISE WAYS AND MEANS OF PREVENTING AND ALLEVIATING THE DISTRESS AND HARDSHIP CAUSED BY UNEMPLOYMENT, AND TO CREATE, EXPERIMENT WITH AND PUT INTO EFFECT ANY PLAN OR DEVICE THAT THE BOARD OF TRUSTEES MAY DETERMINE FEASIBLE TO ACCOMPLISH SAID PURPOSES. 0 0 14443233 4645915 10243 WORKFORCE DEVELOPMENT PROGRAMS DESIGNED TO CONNECT JOB SEEKERS, EMPLOYERS, TRAINING PARTNERS, AND EDUCATORS. WE HELP JOB SEEKERS FIND CAREER OPPORTUNITIES AND PREPARE A QUALIFIED WORKFORCE TO MEET THE CURRENT AND EMERGING NEEDS OF BUSINESS AND INDUSTRY. 6447019 54500 8036131 RESEARCH PROGRAMS FOCUS ON LABOR MARKETS, ADDRESSING THE CAUSES OF UNEMPLOYMENT, EDUCATION AND TRAINING SYSTEMS TO IMPROVE WORKER'S EMPLOYABILITY, AND INFLUENCE OF GOVERNMENT POLICIES ON LOCAL LABOR MARKETS. RESEARCH IS DISSEMINATED SO INSTITUTE INSIGHT REACHES POLICY MAKERS, ADVOCATES AND PRACTITIONERS WHO CAN PUT IT TO USE. 20890252 1 1 0 0 0 0 0 0 0 0 1 0 0 0 1 0 1 0 0 0 1 0 1 0 0 0 0 1 1 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 114 0 1 139 1 0 0 0 0 0 0 0 0 0 0 0 0 X 9 9 1 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 1 1 0 MI X KATHY BREYFOGLE 2693435541 300 S WESTNEDGE AVE KALAMAZOO MI 49007 EILEEN WILSON-OYELARAN TRUSTEE 1.00 X 0 0 0 AMANDA VAN DUSEN TRUSTEE 1.00 X 0 0 0 FRANK SARDONE TRUSTEE 1.00 X 0 0 0 SYDNEY PARFET VICE CHAIRMAN 1.00 X X 0 0 0 B JOSEPH WHITE SECRETARY-TREASURER 1.00 X X 0 0 0 JORGE GONZALEZ TRUSTEE 1.00 X 0 0 0 DONALD R PARFET CHAIRMAN OF THE BOARD 1.00 X X 0 0 0 KATHRYN FINK TRUSTEE 1.00 X 0 0 0 LA JUNE MONTGOMERY TABRON TRUSTEE 1.00 X 0 0 0 JESSE ROTHSTEIN TRUSTEE 1.00 X 0 0 0 DONALD EDGERLY CHIEF ADMINISTRATIVE OFFIC 40.00 X 157436 0 42645 MICHAEL HORRIGAN PRESIDENT 40.00 X 389065 0 37188 KATHY BREYFOGLE CHIEF FINANCIAL OFFICER 40.00 X 170561 0 24701 SUSAN N HOUSEMAN VP & DIRECTOR OF RESEARCH 40.00 X 315546 0 60224 TIMOTHY BARTIK SENIOR RESEARCHER 40.00 X 274681 0 51478 RANDALL EBERTS SENIOR RESEARCHER 40.00 X 263960 0 50089 CHRISTOPHER O'LEARY SENIOR RESEARCHER 40.00 X 238704 0 52149 BRAD HERSHBEIN SR RESEARCHER / DEPUTY 40.00 X 225827 0 35375 BRIAN ASQUITH RESEARCHER 40.00 X 166799 0 44006 2202579 0 397855 23 0 1 0 BETH TRUESDALE 20 DANESFORT PARK SOUTH BELFAST EI BT9 7RG RESEARCH 194451 FUND EVALUATION GROUP LLC DEPARTMENT 781565 PO BOX 78000 DETROIT MI 482781565 INVESTMENT EVALUATION 134098 2 8939607 8939607 RESEARCH PROJECTS 541700 8036131 8036131 PUBLICATION SALES 900099 5336 5336 4907 4907 8046374 7029809 7029809 18827 18827 93563 100664 -7101 -7101 -7101 15461494 13735321 1726173 1726173 1726173 25753689 8046374 0 8767708 4635915 4635915 46000 46000 18500 18500 1200525 303330 897195 8771212 6717151 2054061 791525 559247 232278 2167536 1435007 732529 672923 438344 234579 16520 6476 10044 70750 27734 43016 288509 288509 1074470 1038425 36045 84547 74713 9834 267225 153148 114077 461825 213293 248532 954548 732003 222545 252871 190560 62311 334099 296421 37678 63610 4452 59158 561655 561655 94508 1989 92519 PARTICIPANT TRAINING 2973246 2973246 0 MISCELLANEOUS 472999 444112 28887 EQUIPMENT RENTAL & MAIN 432396 106627 325769 PARTICIPANT EXPENSES 421024 421024 0 461958 52535 409423 27590896 20890252 6700644 0 4583090 4109308 1106025 1349467 252780 0 344713 364428 15096331 7410485 7608816 7685846 266043754 212595411 0 2204714 279939178 228309174 2279701 2850176 2170140 1961806 2399676 4337302 6849517 9149284 X 273089661 218743969 0 415921 273089661 219159890 279939178 228309174 -1837207 -52092564 0 X X 0 1 X 1 1 1 X 9341992 10588194 9175888 8286511 8939607 46332192 9341992 10588194 9175888 8286511 8939607 46332192 46332192 8390874 7007563 5613087 15815688 8767708 45594920 91927112 23277648 0.50400 0.52080 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 715242 715242 12724664 6205767 6518897 1656425 1204718 451707 7685846 ADVANCES PAYABLE 2112762 RIGHT-OF-USE OPERATING LEASE LIABILITIES 2224540 4337302 -26526720 -52092564 -52092564 25565844 288509 -100664 187845 25753689 27403051 100664 100664 27302387 288509 288509 27590896 PART XI, LINE 4B - OTHER ADJUSTMENTS: RENTAL EXPENSE -100,664. PART XII, LINE 2D - OTHER ADJUSTMENTS: RENTAL EXPENSE 100,664. 0 EUROPE (INCLUDING ICELAND & GREENLAND) - ALBANIA, ANDORRA, AUSTRIA, BELGIUM 0 0 RESEARCH GRANTS 13500 NORTH AMERICA - CANADA AND MEXICO, BUT NOT THE UNITED STATES 0 0 RESEARCH GRANTS 5000 0 0 0 0 0 0 18500 0 18500 EARLY CAREER RESEARCH GRANT NORTH AMERICA 1 5000 WIRE TRANSFER DISSERTATION AWARD EUROPE 2 3500 WIRE TRANSFER 0 0 0 0 0 0 PART I, LINE 2: RECIPIENTS OF EARLY CAREER RESEARCH GRANTS AGREE TO DO THE FOLLOWING: PREPARE AND SUBMIT A WORKING PAPER BASED ON THE FUNDED RESEARCH, PREPARE A 1,500 WORD, NON-TECHNICAL SYNOPSIS OF THE RESEARCH, AND SUBMIT THE PAPER TO A PEER-REVIEWED JOURNAL. PART III ACCOUNTING METHOD: 1 KALAMAZOO REGIONAL EDUCATIONAL SERVICE AGENCY 1819 EAST MILHAM AVENUE PORTAGE MI 49002 382478137 501(C)(3) 3149858 0 N/A N/A PROGRAM ASSISTANCE MICHIGAN STATE AFL-CIO WORKFORCE DEVELOPMENT INSTITUTE 419 SOUTH WASHINGTON SQUARE SUITE 200 LANSING MI 48933 382795791 501(C)(3) 1327831 0 N/A N/A PROGRAM ASSISTANCE WOMAN'S CO-OP 2055 EAST COLUMBIA AVENUE BATTLE CREEK MI 49014 262699012 501(C)(3) 77687 0 N/A N/A PROGRAM ASSISTANCE THE URBAN INSTITUTE 500 LENFANTPLZ SW WASHINGTON DC 20024 520880375 501(C)(3) 10539 0 N/A N/A PROGRAM ASSISTANCE GEORGIA STATE UNIVERSITY RESEARCH FOUNDATION INC 58 EDGEWOOD AVENUE 3RD FLOOR ATLANTA GA 30303 581845423 501(C)(3) 10000 0 N/A N/A INVESTING IN COMMUNITY RESEARCH GRANT NEW LEVEL SPORTS MINISTRIES 400 WEST MICHIGAN AVENUE BATTLE CREEK MI 49037 010582339 501(C)(3) 30000 0 N/A N/A GRANT FOR YOUTH VILLAGE GENERAL OPERATIONS 6 0 RESEARCH GRANT 10 46000 N/A N/A PART I, LINE 2: ALL GRANT RECIPIENTS RESPONSIBLE FOR SERVICES AND PROGRAMMING UNDER THE CONTROL OF THE INSTITUTE PARTICIPATE IN AN ANNUAL ON-SITE MONITORING OF THEIR PROGRAM EXPENSES AND FISCAL POLICIES AND PROCEDURES TO ASSURE COMPLIANCE WITH FEDERAL, STATE, AND LOCAL POLICIES, FUND SOURCE REQUIREMENTS, GENERALLY ACCEPTED ACCOUNTING PRINCIPLES, AND SUBCONTRACT SPECIFICATIONS. MONITORING PROCEDURES INCLUDE DESKTOP REVIEWS OF INVOICES, TIMESHEETS, AND OTHER SUPPORTING DOCUMENTATION NECESSARY TO SUBSTANTIATE EXPENSES INCURRED. X X X X 0 0 0 0 0 0 0 0 0 MICHAEL HORRIGAN PRESIDENT 388890 0 175 0 0 0 36660 0 528 0 426253 0 0 0 SUSAN N HOUSEMAN VP & DIRECTOR OF RESEARCH 314896 0 650 0 0 0 36600 0 23624 0 375770 0 0 0 TIMOTHY BARTIK SENIOR RESEARCHER 274031 0 650 0 0 0 32884 0 18594 0 326159 0 0 0 RANDALL EBERTS SENIOR RESEARCHER 263360 0 600 0 0 0 31603 0 18486 0 314049 0 0 0 CHRISTOPHER O'LEARY SENIOR RESEARCHER 238054 0 650 0 0 0 28525 0 23624 0 290853 0 0 0 BRAD HERSHBEIN SR RESEARCHER / DEPUTY 225477 0 350 0 0 0 27039 0 8336 0 261202 0 0 0 BRIAN ASQUITH RESEARCHER 166599 0 200 0 0 0 19992 0 24014 0 210805 0 0 0 DONALD EDGERLY CHIEF ADMINISTRATIVE OFFIC 157086 0 350 0 0 0 18832 0 23813 0 200081 0 0 0 KATHY BREYFOGLE CHIEF FINANCIAL OFFICER 170411 0 150 0 0 0 16365 0 8336 0 195262 0 0 0 FORM 990, PART VI, SECTION A, LINE 2 DONALD R. PARFET, CHAIRMAN OF THE BOARD AND SYDNEY PARFET, TRUSTEE, HAVE A FAMILY RELATIONSHIP. FORM 990, PART VI, SECTION B, LINE 11B THE BOARD REVIEWS THE FORM 990 PRIOR TO FILING THE FORM WITH THE IRS. FORM 990, PART VI, SECTION B, LINE 12C THE BOARD ANNUALLY REVIEWS THE CONFLICT OF INTEREST RESPONSES TO ASSURE 100% PARTICIPATION BY ITS TRUSTEES, OFFICERS AND KEY EMPLOYEES. THE ANNUAL RESPONSES ARE REVIEWED FOR PREVIOUS IDENTIFIED CONFLICT CONDITIONS. IN THE EVENT A CONFLICT IS IDENTIFIED THE BOARD MEMBER WILL BE ABSENT FROM ALL DISCUSSIONS, RECOMMENDATIONS, DETERMINATIONS AND DECISIONS REGARDING THE MATTER. FORM 990, PART VI, SECTION B, LINE 15 FOR THE CEO'S COMPENSATION, THE BOARD CONSIDERS COMPENSATION OF COMPARABLE POSITIONS IN COMPARABLE ORGANIZATIONS AS WELL AS THE CEO'S PERFORMANCE DURING THE PREVIOUS YEAR RELATIVE TO THAT PERSON'S ANNUAL PLAN. FOR OTHER KEY POSITIONS, MANAGEMENT CONSIDERS COMPENSATION OF COMPARABLE POSITIONS IN COMPARABLE ORGANIZATIONS AS WELL AS THE OTHER TOP OFFICIAL'S PERFORMANCE DURING THE PREVIOUS YEAR RELATIVE TO THAT PERSON'S ANNUAL PLAN. THE LAST TIME THE REVIEW PROCESS WAS CONDUCTED WAS IN JANUARY OF 2020. FORM 990, PART VI, SECTION C, LINE 19 THE ORGANIZATION MAKES ITS GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY, AND FINANCIAL STATEMENTS AVAILABLE TO THE PUBLIC UPON REQUEST. FORM 990, PART XII, LINE 2C: THE AUDIT OVERSIGHT PROCESS HAS NOT CHANGED FROM THE PRIOR YEAR.