2026-06-22T10:41:25-05:00 2025-12-31 331498605 PLANTE & MORAN PLLC 8181 E TUFTS AVE SUITE 600 DENVER CO 80237 990 2025-01-01 381360419 W E UPJOHN UNEMPLOYMENT TRUSTEE CORPORATION WEUP 2693435541 300 S WESTNEDGE AVENUE KALAMAZOO MI 49007 MICHAEL HORRIGAN PRESIDENT 2693435541 2026-06-16 1 DORI J EGGETT P00645252 3037409400 2026-06-15 2025 2025-03-06 01:10:19Z WE UPJOHN INSTITUTE FOR EMPLOYMENT RESEARCH UPJOHN INSTITUTE CENTER FOR REGIONAL ECONOMIC & COMMUNITY DEVELOPMENT MICHAEL HORRIGAN 300 S WESTNEDGE AVENUE KALAMAZOO MI 49007 48441313 0 X HTTPS://WWW.UPJOHN.ORG/ X 1932 MI TO CONDUCT HIGH-QUALITY EMPIRICAL RESEARCH TO UNDERSTAND HOW TO REDUCE UNEMPLOYMENT'S IMPACT; TO PREPARE THE WORKFORCE TO MEET THE CURRENT AND FUTURE NEEDS OF EMPLOYERS; AND TO CONDUCT RESEARCH TO PROMOTE REGIONAL AND COMMUNITY PROSPERITY. 8 8 155 9 0 0 11635679 10110479 9106373 11362108 77561584 8046583 16071 -14573 98319707 29504597 4971301 3773632 0 0 15792764 16726003 0 0 0 10412471 9014907 31176536 29514542 67143171 -9945 268191442 301007494 7622077 8648841 260569365 292358653 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 14564306 3746632 27521 WORKFORCE DEVELOPMENT PROGRAMS DESIGNED TO CONNECT JOB SEEKERS, EMPLOYERS, TRAINING PARTNERS, AND EDUCATORS. PROGRAMS HELP JOB SEEKERS FIND CAREER OPPORTUNITIES AND PREPARE A QUALIFIED WORKFORCE TO MEET THE CURRENT AND EMERGING NEEDS OF BUSINESS AND INDUSTRY. 7640251 27000 11334587 RESEARCH PROJECTS FOCUS ON LABOR MARKETS, ADDRESSING THE CAUSES OF UNEMPLOYMENT, EDUCATION AND TRAINING SYSTEMS TO IMPROVE WORKER'S EMPLOYABILITY, AND INFLUENCE OF GOVERNMENT POLICIES ON LABOR MARKETS. RESEARCH IS DISSEMINATED SO INSTITUTE INSIGHT REACHES POLICY MAKERS, ADVOCATES AND PRACTITIONERS WHO CAN PUT IT TO USE. 22204557 1 1 0 0 0 0 0 0 0 0 1 0 0 0 1 0 1 0 0 0 0 0 0 0 0 0 0 1 1 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 109 0 1 155 1 0 0 0 0 0 0 0 0 0 0 0 0 X 8 8 1 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 1 0 0 MI X KATHY BREYFOGLE 2693435541 300 S WESTNEDGE AVE KALAMAZOO MI 49007 KATHRYN FINK TRUSTEE 1.00 X 0 0 0 JORGE GONZALEZ SECRETARY-TREASURER 1.00 X X 0 0 0 BILL MANNS TRUSTEE 1.00 X 0 0 0 LA JUNE MONTGOMERY TABRON TRUSTEE 1.00 X 0 0 0 DONALD R PARFET CHAIRMAN OF THE BOARD 1.00 X X 0 0 0 SYDNEY PARFET VICE CHAIRMAN 1.00 X X 0 0 0 JESSE ROTHSTEIN TRUSTEE 1.00 X 0 0 0 AMANDA VAN DUSEN TRUSTEE 1.00 X 0 0 0 B JOSEPH WHITE SECRETARY-TREASURER - PARTIAL YEAR 1.00 X X 0 0 0 MICHAEL HORRIGAN PRESIDENT 40.00 X 460738 0 41820 DONALD EDGERLY CHIEF ADMINISTRATIVE OFFIC 40.00 X 177024 0 50805 KATHY BREYFOGLE CHIEF FINANCIAL OFFICER 40.00 X 192052 0 33445 ALFONSO FLORES-LAGUNES VP & DIRECTOR OF RESEARCH 40.00 X 339312 0 23338 BENJAMIN DAMEROW SENIOR DIRECTOR, CWIS 40.00 X 169960 0 49020 SUSAN N HOUSEMAN SENIOR ECONOMIST 40.00 X 301336 0 59544 AARON SOJOURNER SENIOR ECONOMIST 40.00 X 285589 0 63863 BRAD HERSHBEIN SR ECONOMIST / DEPUTY 40.00 X 256422 0 40973 TIMOTHY BARTIK SENIOR ECONOMIST 40.00 X 182560 0 0 IRYNA LENDEL SENIOR DIRECTOR OF REGIOIN 40.00 X 226947 0 50551 2591940 0 413359 29 0 1 0 BETH TRUESDALE 20 DANESFORT PARK SOUTH BELFAST EI BT9 7RG RESEARCH 200868 FUND EVALUATION GROUP LLC DEPARTMENT 781565 PO BOX 78000 DETROIT MI 482781565 INVESTMENT EVALUATION 186137 2 10110479 10110479 RESEARCH PROJECTS 541700 11334587 11334587 27521 27521 11362108 6939614 6939614 19029 19029 51300 84902 -33602 -33602 -33602 19958783 18851814 1106969 1106969 1106969 29504597 11362108 0 8032010 3746632 3746632 22500 22500 4500 4500 1540606 362254 1178352 10370470 8306365 2064105 947355 672526 274829 3033659 2051839 981820 833913 558179 275734 62787 10324 52463 88250 14511 73739 320514 320514 1221059 1186176 34883 128541 105948 22593 359717 221301 138416 635138 169520 465618 909251 732063 177188 223778 193827 29951 112116 85226 26890 43001 43001 555205 555205 99304 21027 78277 MISCELLANEOUS 2266424 2255719 10705 PARTICIPANT EXPENSES 1178872 1178872 0 EQUIPMENT RENTAL & MAIN 523591 132672 390919 PARTICIPANT TRAINING 134804 134804 0 152555 -5229 157784 29514542 22204557 7309985 0 3242136 3996193 1411740 3587891 466098 422452 15659998 8981836 7032483 6678162 254758570 282524578 1280415 3798218 268191442 301007494 3203948 2893411 1545139 1336806 2872990 4418624 7622077 8648841 X 260569365 289097646 3261007 260569365 292358653 268191442 301007494 -9945 31799233 0 X X 0 1 X 1 1 1 X 8286511 8939607 10890028 11635679 10110479 49862304 8286511 8939607 10890028 11635679 10110479 49862304 49862304 15815688 8767708 7105939 6298240 6925041 44912616 94774920 36809739 0.52610 0.52880 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 715242 715242 13046825 7474119 5572706 1897931 1507717 390214 6678162 ADVANCES PAYABLE 601123 RIGHT-OF-USE OPERATING LEASE LIABILITIES 3817501 4418624 61068218 31799233 31799233 29268985 320514 -84902 235612 29504597 29278930 84902 84902 29194028 320514 320514 29514542 PART XI, LINE 4B - OTHER ADJUSTMENTS: RENTAL EXPENSE -84,902. PART XII, LINE 2D - OTHER ADJUSTMENTS: RENTAL EXPENSE 84,902. 1 ARIZONA STATE UNIVERSITY PO BOX 875812 TEMPE AZ 852875812 866252445 GOVERNMENT 7500 0 N/A N/A EARLY CAREER RESEARCH AWARD CHAPMAN UNIVERSITY ONE UNIVERSITY DRIVE ORANGE CA 92866 951643992 501(C)3 7500 0 N/A N/A EARLY CAREER RESEARCH AWARD CORNELL UNIVERSITY 377 PINE TREE ROAD ITHACA NY 14850 150532082 501(C)3 7500 0 N/A N/A EARLY CAREER RESEARCH REWARD RUSSEL SAGE FOUNDATION 112 EAST 64TH STREET NEW YORK NY 10065 131635303 501(C)3 60000 0 N/A N/A DISSERTION AWARDS NORTHWESTERN UNIVERSITY 633 CLARK STREET EVANSTON IL 60208 362167817 501(C)3 7500 0 N/A N/A EARLY CAREER RESEARCH AWARD UNIVERSITY OF NORTH TEXAS 115 UNION CIRCLE 311247 DENTON TX 76203 756002149 GOVERNMENT 7500 0 N/A N/A EARLY CAREER RESEARCH AWARD UNIVERSITY OF ROCHESTER 910 GENESEE ST STE 200 ROCHESTER NY 146113847 160743209 501(C)3 7500 0 N/A N/A EARLY CAREER RESEARCH AWARD UNIVERSITY OF SOURTHERN CALIFORNIA UNIVERSITY GARDEN BLDG STE 205 LOS ANGELES CA 900898006 951642394 501(C)3 7500 0 N/A N/A EARLY CAREER RESEARCH AWARD CHILD CARE BACK OFFICE 7150 NICOLE DRIVE SOUTH BRANCH MI 48761 331935672 501(C)3 10000 0 N/A N/A CHILDCARE CAPACITY GRANT VOCES 1346 W COMLUMBIA AVE STE 101 BATTLE CREEK MI 49015 273586666 501(C)3 75000 0 N/A N/A CHILDCARE CAPACITY GRANT KRESA FOUNDATION 1819 E MILHAM AVE PORTAGE MI 49002 382478137 501(C)3 2123165 0 N/A N/A EARLY CAREER RESEARCH AWARD WORKFORCE DEVELOPMENT INSTITUTE (WDI) 419 WASHINGTON SQUARE S SUITE 200 LANSING MI 48933 382795791 501(C)3 1011229 0 N/A N/A PROGRAM ASSISTANCE UNIVERSITY OF MINNESOTA 100 CHURCH STREET SE MINNEAPOLIS MN 55455 416007513 GOVERNMENT 187384 0 N/A N/A EARLY CAREER RESEARCH AWARD UNIVERSITY OF WASHINGTON 1410 NE CAMPUS PARKWAY SEATTLE WA 98195 916001537 GOVERNMENT 139770 0 N/A N/A EARLY CAREER RESEARCH AWARD RESEARCH GRANT 22500 N/A N/A PART I, LINE 2: ALL GRANT SUBRECIPIENTS RESPONSIBLE FOR SERVICES AND PROGRAMMING UNDER THE CONTROL OF THE INSTITUTE PARTICIPATE IN AN ANNUAL MONITORING OF THEIR PROGRAM EXPENSES AND FISCAL POLICIES TO ASSURE COMPLIANCE WITH FEDERAL, STATE, AND LOCAL POLICIES, FUND SOURCE REQUIREMENTS, GENERALLY ACCEPTED ACCOUNTING PRINCIPLES, AND SUBCONTRACT SPECIFICATIONS. OTHER GRANT RECIPIENTS ARE BEING RECOGNIZED FOR THEIR ALREADY-COMPLETED DISSERTATIONS OR HAVE DELIVERABLES SUCH AS SUBMITTING A RESEARCH WORKING PAPER TO A PEER-REVIEWED JOURNAL OR FILING A REPORT ABOUT THE STATUS OF A FUNDED PROJECT. X X X X 0 0 0 0 0 0 0 0 0 MICHAEL HORRIGAN PRESIDENT 460488 0 250 0 0 0 41400 0 420 0 502558 0 0 0 ALFONSO FLORES-LAGUNES VP & DIRECTOR OF RESEARCH 339187 0 125 0 0 0 0 0 23338 0 362650 0 0 0 SUSAN N HOUSEMAN SENIOR ECONOMIST 300686 0 650 0 0 0 36082 0 23462 0 360880 0 0 0 AARON SOJOURNER SENIOR ECONOMIST 285414 0 175 0 0 0 34250 0 29613 0 349452 0 0 0 BRAD HERSHBEIN SR ECONOMIST / DEPUTY 255997 0 425 0 0 0 30720 0 10253 0 297395 0 0 0 IRYNA LENDEL SENIOR DIRECTOR OF REGIOIN 226772 0 175 0 0 0 27213 0 23338 0 277498 0 0 0 DONALD EDGERLY CHIEF ADMINISTRATIVE OFFIC 176599 0 425 0 0 0 21192 0 29613 0 227829 0 0 0 KATHY BREYFOGLE CHIEF FINANCIAL OFFICER 191827 0 225 0 0 0 23007 0 10438 0 225497 0 0 0 BENJAMIN DAMEROW SENIOR DIRECTOR, CWIS 169360 0 600 0 0 0 20323 0 28697 0 218980 0 0 0 TIMOTHY BARTIK SENIOR ECONOMIST 182560 0 0 0 0 0 0 0 0 0 182560 0 0 0 FORM 990, PART VI, SECTION A, LINE 2 DONALD R. PARFET, CHAIRMAN OF THE BOARD AND SYDNEY PARFET, VICE CHAIR, 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 15A 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. THE LAST TIME THE REVIEW PROCESS WAS CONDUCTED WAS APRIL OF 2025. 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. 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.