2025-06-24T10:27:23-05:00 2024-12-31 331498605 PLANTE & MORAN PLLC 8181 E TUFTS AVE SUITE 600 DENVER CO 80237 990 2024-01-01 381360419 W E UPJOHN UNEMPLOYMENT TRUSTEE CORP WEUP 2693435541 300 S WESTNEDGE AVENUE KALAMAZOO MI 49007 KATHY BREYFOGLE CFO 2693435541 2025-06-18 1 1 DORI J EGGETT P00645252 3037409400 2025-06-09 2024 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 167676344 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 9 153 11 0 0 10890028 11635679 6797075 9106373 7068110 77561584 37829 16071 24793042 98319707 4730609 4971301 0 0 14826156 15792764 0 0 0 10377427 10412471 29934192 31176536 -5141150 67143171 251303030 268191442 10590633 7622077 240712397 260569365 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 16407899 4931801 8951 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. 7730621 39500 9097422 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. 24138520 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 1 129 0 1 153 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 0 0 MI X KATHY BREYFOGLE 2693435541 300 S WESTNEDGE AVE KALAMAZOO MI 49007 MICHAEL HORRIGAN PRESIDENT 40.00 X 427338 0 41892 SUSAN N HOUSEMAN VP & DIRECTOR OF RESEARCH 40.00 X 315215 0 65179 AARON SOJOURNER SENIOR ECONOMIST 40.00 X 260670 0 42082 BRAD HERSHBEIN SR ECONOMIST / DEPUTY 40.00 X 245761 0 39054 TIMOTHY BARTIK SENIOR ECONOMIST 40.00 X 254661 0 3865 IRYNA LENDEL SENIOR DIRECTOR OF REGIOINAL ECONOMIC & COMMUNITY 40.00 X 218200 0 30555 ALFONSO FLORES-LAGUNES VP & DIRECTOR OF RESEARCH 40.00 X 209475 0 13397 DONALD EDGERLY CHIEF ADMINISTRATIVE OFFICE 40.00 X 170207 0 48045 KATHY BREYFOGLE CHIEF FINANCIAL OFFICER 40.00 X 184552 0 31733 MARTA LACHOWSKA SENIOR ECONOMIST & DEPUTY DIRECTOR OF RESEARCH 40.00 X 189769 0 23448 BENJAMIN DAMEROW SENIOR DIRECTOR, CWIS 40.00 X 169623 0 42102 KATHRYN FINK TRUSTEE 1.00 X 0 0 0 JORGE GONZALEZ TRUSTEE 1.00 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 FRANK SARDONE TRUSTEE- PARTIAL YEAR 1.00 X 0 0 0 AMANDA VAN DUSEN TRUSTEE 1.00 X 0 0 0 B JOSEPH WHITE SECRETARY-TREASURER 1.00 X X 0 0 0 EILEEN WILSON-OYELARAN TRUSTEE- PARTIAL YEAR 1.00 X 0 0 0 2645471 0 381352 29 0 1 0 BETH TRUESDALE 20 DANESFORT PARK SOUTH BELFAST EI BT9 7RG RESEARCH 190619 FUND EVALUATION GROUP LLC DEPARTMENT 781565 PO BOX 78000 DETROIT MI 482781565 INVESTMENT EVALUATION 177048 PLANTE MORAN 2601 CAMBRIDGE CT SUITE 300 AUBURN HILLS MI 48326 CERTIFIED PUBLIC ACCOUNTING SERVICES 113225 3 11635679 11635679 RESEARCH PROJECTS 541700 9097422 9097422 8951 8951 9106373 6282169 6282169 18968 18968 51300 54197 -2897 -2897 -2897 140581855 69302440 71279415 71279415 71279415 98319707 9106373 0 77577655 4924301 4924301 38500 38500 8500 8500 1734166 551088 1183078 9657658 7785427 1872231 842857 607342 235515 2763877 1877981 885896 794206 533293 260913 39389 12169 27220 102250 31588 70662 305714 305714 1354009 1281973 72036 163751 130871 32880 394995 263490 131505 514677 53199 461478 941530 753928 187602 276978 231006 45972 101079 64684 36395 48590 29890 18700 556319 556319 91829 7684 84145 PARTICIPANT TRAINING 2227144 2227144 0 MISCELLANEOUS 1260656 1446903 -186247 PARTICIPANT EXPENSES 1192163 1192163 0 EQUIPMENT RENTAL & MAIN 487173 96629 390544 354225 -11233 365458 31176536 24138520 7038016 0 5447646 3242136 1470482 1411740 412288 466098 15459115 8426632 7525392 7032483 234556708 254758570 1890514 1280415 251303030 268191442 3879462 3203948 1753472 1545139 4957699 2872990 10590633 7622077 X 240712397 260569365 0 240712397 260569365 251303030 268191442 67143171 -47286202 0 X X 0 1 X 1 1 1 X 9175888 8286511 8939607 10890028 11635679 48927713 9175888 8286511 8939607 10890028 11635679 48927713 48927713 5613087 15815688 8767708 7105939 6298240 43600662 92528375 32509945 0.52880 0.51940 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 715242 715242 12858095 7044382 5813713 1885778 1382250 503528 7032483 ADVANCES PAYABLE 1568022 RIGHT-OF-USE OPERATING LEASE LIABILITIES 1304968 2872990 50781988 -47286202 -47286202 98068190 305714 -54197 251517 98319707 30925020 54197 54197 30870823 305714 305714 31176537 PART XI, LINE 4B - OTHER ADJUSTMENTS: RENTAL EXPENSE -54,197. PART XII, LINE 2D - OTHER ADJUSTMENTS: RENTAL EXPENSE 54,197. 0 EUROPE (INCLUDING ICELAND & GREENLAND) - ALBANIA, ANDORRA, AUSTRIA, BELGIUM 0 0 RESEARCH GRANTS 7500 0 0 0 0 0 0 7500 0 7500 DISSERTATION AWARD EUROPE 1 1000 WIRE TRANSFER 0 0 0 0 0 0 1 CATCHING THE DREAM LEARNING CENTER 765 UPTON AVENUE SPRINGFIELD MI 49037 844855671 501(C)3 20000 0 N/A N/A CHILDCARE CAPACITY GRANT DEVELOP IOSCO INC PO BOX 9 EAST TAWAS MI 48730 261827631 501(C)3 25000 0 N/A N/A CHILDCARE CAPACITY GRANT MASSACHUSETTS INSTITUTE OF TECHNOLOGY 77 MASSACHUSETTS AVENUE CAMBRIDGE MA 02139 042103594 501(C)3 7500 0 N/A N/A EARLY CAREER RESEARCH AWARD PRESIDENT AND FELLOWS OF MIDDLEBURY COLLEGE 152 MAPLE STREET STE 102 MIDDLEBURY VT 05753 030179298 501(C)3 7500 0 N/A N/A EARLY CAREER RESEARCH AWARD RUSSELL SAGE FOUNDATION 112 EAST 64TH STREET NEW YORK NY 10065 131635303 501(C)(3) 60000 0 N/A N/A DISSERTATION AWARDS THE REGENTS OF THE UNIVERSITY OF CALIFORNIA 1111 FRANKLIN ST12TH FLOOR OAKLAND CA 94607 270093858 GOVERNMENT 7500 0 N/A N/A EARLY CAREER RESEARCH AWARD TRUSTEES OF INDIANA UNIVERSITY PO BOX 78000 DETROIT MI 48278 356001673 GOVERNMENT 7500 0 N/A N/A EARLY CAREER RESEARCH AWARD VANDERBILT UNIVERSITY PMB 406310 2301 VANDERBILT PLACE NASHVILLE TN 37240 620476822 501(C)3 7500 0 N/A N/A EARLY CAREER RESEARCH AWARD VOCES 1346 W COLUMBIA AVENUE BATTLE CREEK MI 49015 273586666 501(C)3 200000 0 N/A N/A CHILDCARE CAPACITY GRANT TILBURG UNIVERSITY WARANDELAAN 2 TILBURG NL 5037 AB 999999999 FOREIGN 7500 0 N/A N/A EARLY CAREER RESEARCH AWARD 7 3 RESEARCH GRANT 8 38500 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 427113 0 225 0 0 0 41400 0 492 0 469230 0 0 0 SUSAN N HOUSEMAN VP & DIRECTOR OF RESEARCH 314565 0 650 0 0 0 37700 0 27479 0 380394 0 0 0 AARON SOJOURNER SENIOR ECONOMIST 260520 0 150 0 0 0 14414 0 27668 0 302752 0 0 0 BRAD HERSHBEIN SR ECONOMIST / DEPUTY 245361 0 400 0 0 0 29443 0 9611 0 284815 0 0 0 TIMOTHY BARTIK SENIOR ECONOMIST 254661 0 0 0 0 0 3051 0 814 0 258526 0 0 0 IRYNA LENDEL SENIOR DIRECTOR OF REGIOINAL ECONOMI 218050 0 150 0 0 0 8736 0 21819 0 248755 0 0 0 ALFONSO FLORES-LAGUNES VP & DIRECTOR OF RESEARCH 209375 0 100 0 0 0 0 0 13397 0 222872 0 0 0 DONALD EDGERLY CHIEF ADMINISTRATIVE OFFICE 169807 0 400 0 0 0 20377 0 27668 0 218252 0 0 0 KATHY BREYFOGLE CHIEF FINANCIAL OFFICER 184352 0 200 0 0 0 22122 0 9611 0 216285 0 0 0 MARTA LACHOWSKA SENIOR ECONOMIST & DEPUTY DIRECTOR O 189431 0 338 0 0 0 22732 0 716 0 213217 0 0 0 BENJAMIN DAMEROW SENIOR DIRECTOR, CWIS 169023 0 600 0 0 0 20283 0 21819 0 211725 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. 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 JULY OF 2023. 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.