Nonprofit · EIN 38-1360419
W E UPJOHN UNEMPLOYMENT TRUSTEE CORPORATION
Tax-exempt · KALAMAZOO, MI 49007
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| December 31, 2025 | 990 | $29,504,597 | $29,514,542 | -$9,945 | $301,007,494 | $8,648,841 | $292,358,653 |
| December 31, 2024 | 990 | $98,319,707 | $31,176,536 | $67,143,171 | $268,191,442 | $7,622,077 | $260,569,365 |
| December 31, 2023 | 990 | $24,793,042 | $29,934,192 | -$5,141,150 | $251,303,030 | $10,590,633 | $240,712,397 |
Financial details: 990 for the year ended December 31, 2025
Revenue
- Contributions, gifts and grants
- $10,110,479
- of which government grants
- $10,110,479
- Program service revenue
- $11,362,108
- Investment income
- $8,046,583
- Royalties
- $19,029
- Net rental income
- -$33,602
- Net gain from sales of assets
- $1,106,969
- Other revenue
- -$14,573
Expenses
- Grants and similar amounts paid
- $3,773,632
- Compensation of officers, directors and key employees
- $1,540,606
- Other salaries and wages
- $10,370,470
- Salaries, compensation and benefits (total)
- $16,726,003
- Professional fundraising fees
- $0
- Legal fees
- $62,787
- Accounting fees
- $88,250
- Occupancy
- $909,251
- Travel
- $223,778
- Depreciation
- $555,205
- Program services (functional)
- $22,204,557
- Management and general (functional)
- $7,309,985
Balance sheet and other
- Total assets, start of year
- $268,191,442
- Total assets, end of year
- $301,007,494
- Total liabilities, end of year
- $8,648,841
- Net assets, end of year
- $292,358,653
- Land, buildings and equipment
- $6,678,162
- Publicly traded securities
- $282,524,578
- Net assets without donor restrictions
- $289,097,646
- Net assets with donor restrictions
- $3,261,007
- Gross receipts
- $48,441,313
- Employees
- 155
- Volunteers
- 9
- Year formed
- 1932
- State of legal domicile
- MI
From the e-filed returns the IRS publishes as XML (latest three processing years; amended returns replace the original). PDF copies at the IRS.
Officers, directors and key employees
As listed on the 990 for the year ended December 31, 2025, highest compensation first.
| Name | Title | Hours / week | Compensation | Other / benefits |
|---|---|---|---|---|
| MICHAEL HORRIGAN | PRESIDENT Officer | 40 | $460,738 | $41,820 |
| ALFONSO FLORES-LAGUNES | VP & DIRECTOR OF RESEARCH Key employee | 40 | $339,312 | $23,338 |
| SUSAN N HOUSEMAN | SENIOR ECONOMIST Highest-paid employee | 40 | $301,336 | $59,544 |
| AARON SOJOURNER | SENIOR ECONOMIST Highest-paid employee | 40 | $285,589 | $63,863 |
| BRAD HERSHBEIN | SR ECONOMIST / DEPUTY Highest-paid employee | 40 | $256,422 | $40,973 |
| IRYNA LENDEL | SENIOR DIRECTOR OF REGIOIN Highest-paid employee | 40 | $226,947 | $50,551 |
| DONALD EDGERLY | CHIEF ADMINISTRATIVE OFFIC Officer | 40 | $177,024 | $50,805 |
| KATHY BREYFOGLE | CHIEF FINANCIAL OFFICER Officer | 40 | $192,052 | $33,445 |
| BENJAMIN DAMEROW | SENIOR DIRECTOR, CWIS Key employee | 40 | $169,960 | $49,020 |
| TIMOTHY BARTIK | SENIOR ECONOMIST Highest-paid employee | 40 | $182,560 | $0 |
| KATHRYN FINK | TRUSTEE Trustee or director | 1 | $0 | $0 |
| JORGE GONZALEZ | SECRETARY-TREASURER Trustee or director, Officer | 1 | $0 | $0 |
| BILL MANNS | TRUSTEE Trustee or director | 1 | $0 | $0 |
| LA JUNE MONTGOMERY TABRON | TRUSTEE Trustee or director | 1 | $0 | $0 |
| DONALD R PARFET | CHAIRMAN OF THE BOARD Trustee or director, Officer | 1 | $0 | $0 |
4 more people on this return
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| SYDNEY PARFET | VICE CHAIRMAN Trustee or director, Officer | 1 | $0 |
| JESSE ROTHSTEIN | TRUSTEE Trustee or director | 1 | $0 |
| AMANDA VAN DUSEN | TRUSTEE Trustee or director | 1 | $0 |
| B JOSEPH WHITE | SECRETARY-TREASURER - PARTIAL YEAR Trustee or director, Officer | 1 | $0 |
990 for the year ended December 31, 2024: 22 people
| Name | Title | Hours / week | Compensation | Other / benefits |
|---|---|---|---|---|
| MICHAEL HORRIGAN | PRESIDENT Officer | 40 | $427,338 | $41,892 |
| SUSAN N HOUSEMAN | VP & DIRECTOR OF RESEARCH Key employee | 40 | $315,215 | $65,179 |
| AARON SOJOURNER | SENIOR ECONOMIST Highest-paid employee | 40 | $260,670 | $42,082 |
| BRAD HERSHBEIN | SR ECONOMIST / DEPUTY Highest-paid employee | 40 | $245,761 | $39,054 |
| TIMOTHY BARTIK | SENIOR ECONOMIST Highest-paid employee | 40 | $254,661 | $3,865 |
| IRYNA LENDEL | SENIOR DIRECTOR OF REGIOINAL ECONOMIC & COMMUNITY Highest-paid employee | 40 | $218,200 | $30,555 |
| ALFONSO FLORES-LAGUNES | VP & DIRECTOR OF RESEARCH Key employee | 40 | $209,475 | $13,397 |
| DONALD EDGERLY | CHIEF ADMINISTRATIVE OFFICE Officer | 40 | $170,207 | $48,045 |
| KATHY BREYFOGLE | CHIEF FINANCIAL OFFICER Officer | 40 | $184,552 | $31,733 |
| MARTA LACHOWSKA | SENIOR ECONOMIST & DEPUTY DIRECTOR OF RESEARCH Highest-paid employee | 40 | $189,769 | $23,448 |
| BENJAMIN DAMEROW | SENIOR DIRECTOR, CWIS Key employee | 40 | $169,623 | $42,102 |
| KATHRYN FINK | TRUSTEE Trustee or director | 1 | $0 | $0 |
| JORGE GONZALEZ | TRUSTEE Trustee or director | 1 | $0 | $0 |
| BILL MANNS | TRUSTEE Trustee or director | 1 | $0 | $0 |
| LA JUNE MONTGOMERY TABRON | TRUSTEE Trustee or director | 1 | $0 | $0 |
| DONALD R PARFET | CHAIRMAN OF THE BOARD Trustee or director, Officer | 1 | $0 | $0 |
| SYDNEY PARFET | VICE CHAIRMAN Trustee or director, Officer | 1 | $0 | $0 |
| JESSE ROTHSTEIN | TRUSTEE Trustee or director | 1 | $0 | $0 |
| FRANK SARDONE | TRUSTEE- PARTIAL YEAR Trustee or director | 1 | $0 | $0 |
| AMANDA VAN DUSEN | TRUSTEE Trustee or director | 1 | $0 | $0 |
| B JOSEPH WHITE | SECRETARY-TREASURER Trustee or director, Officer | 1 | $0 | $0 |
| EILEEN WILSON-OYELARAN | TRUSTEE- PARTIAL YEAR Trustee or director | 1 | $0 | $0 |
990 for the year ended December 31, 2023: 21 people
| Name | Title | Hours / week | Compensation | Other / benefits |
|---|---|---|---|---|
| MICHAEL HORRIGAN | PRESIDENT Officer | 40 | $410,555 | $40,128 |
| SUSAN N HOUSEMAN | VP & DIRECTOR OF RESEARCH Key employee | 40 | $331,164 | $64,395 |
| TIMOTHY BARTIK | SENIOR RESEARCHER Highest-paid employee | 40 | $282,669 | $53,372 |
| RANDALL EBERTS | SENIOR RESEARCHER Highest-paid employee | 40 | $264,680 | $51,064 |
| CHRISTOPHER O'LEARY | SENIOR RESEARCHER Highest-paid employee | 40 | $245,283 | $54,151 |
| AARON SOJOURNER | SENIOR RESEARCHER Highest-paid employee | 40 | $248,925 | $24,984 |
| BRAD HERSHBEIN | SR RESEARCHER / DEPUTY Highest-paid employee | 40 | $236,498 | $37,061 |
| DONALD EDGERLY | CHIEF ADMINISTRATIVE OFFIC Officer | 40 | $163,651 | $44,577 |
| KATHY BREYFOGLE | CHIEF FINANCIAL OFFICER Officer | 40 | $177,437 | $29,997 |
| BENJAMIN DAMEROW | DIRECTOR OF THE CENTER FOR WORKFORCE INNOVATION Key employee | 40 | $163,876 | $39,312 |
| EILEEN WILSON-OYELARAN | TRUSTEE Trustee or director | 1 | $0 | $0 |
| AMANDA VAN DUSEN | TRUSTEE Trustee or director | 1 | $0 | $0 |
| FRANK SARDONE | TRUSTEE Trustee or director | 1 | $0 | $0 |
| SYDNEY PARFET | VICE CHAIRMAN Trustee or director, Officer | 1 | $0 | $0 |
| B JOSEPH WHITE | SECRETARY-TREASURER Trustee or director, Officer | 1 | $0 | $0 |
| JORGE GONZALEZ | TRUSTEE Trustee or director | 1 | $0 | $0 |
| DONALD R PARFET | CHAIRMAN OF THE BOARD Trustee or director, Officer | 1 | $0 | $0 |
| KATHRYN FINK | TRUSTEE Trustee or director | 1 | $0 | $0 |
| LA JUNE MONTGOMERY TABRON | TRUSTEE Trustee or director | 1 | $0 | $0 |
| JESSE ROTHSTEIN | TRUSTEE Trustee or director | 1 | $0 | $0 |
| BILL MANNS | TRUSTEE Trustee or director | 1 | $0 | $0 |
Address and contacts
- Address (IRS master file)
- 300 S WESTNEDGE AVE, KALAMAZOO, MI 49007-4630
- In care of
- % FIRST OF AMERICA
- Principal officer (990 for 2025)
- MICHAEL HORRIGAN, 300 S WESTNEDGE AVENUE, KALAMAZOO, MI 49007
- Signed the 990
- MICHAEL HORRIGAN, PRESIDENT
- Phone
- (269) 343-5541
- Website
- HTTPS://WWW.UPJOHN.ORG/
- Return prepared by
- PLANTE & MORAN PLLC
Mission
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.
Program accomplishments
- 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.Expenses $14,564,306 · grants $3,746,632 · revenue $27,521
- 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.Expenses $7,640,251 · grants $27,000 · revenue $11,334,587
What it must file and when
IRS records say it files Form 990 or 990-EZ. Based on its last return; a smaller organization may file the 990-N. Its accounting year ends in December, so each return is due on the 15th day of the 5th month after that.
| Tax year | Year ended | Due | IRS public records |
|---|---|---|---|
| 2025 | December 31, 2025 | May 15, 2026 | 990 on file |
| 2024 | December 31, 2024 | May 15, 2025 | 990 on file |
| 2023 | December 31, 2023 | May 15, 2024 | 990 on file |
IRS record
- EIN
- 38-1360419
- Tax-exempt status
- 501(c)(3): Charitable, religious, educational or scientific organization
- Foundation status
- Publicly supported organization (170(b)(1)(A)(vi))
- Donations deductible (Pub 78)
- Public charity, 50% deduction limit
- Exempt since
- 1933
- Accounting year ends
- December
- Files
- Form 990 or 990-EZ
- Category (NTEE)
- Employment (J220)
- Assets (IRS master file)
- $301,007,494
- Income (IRS master file)
- $48,441,313
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990 | December 2025 | $29,504,597 | $29,514,542 | $301,007,494 | XML |
| 990 | December 2024 | $98,319,707 | $31,176,536 | $268,191,442 | XML |
| 990 | December 2023 | $24,793,042 | $29,934,192 | $251,303,030 | XML |
| 990 | December 2022 | $25,753,689 | $27,590,896 | $228,309,174 | IRS |
| 990 | December 2021 | – | – | – | IRS |
| 990 | December 2020 | – | – | – | IRS |
| 990 | December 2019 | – | – | – | IRS |
| 990 | December 2018 | – | – | – | IRS |
990-N: the IRS bulk file holds only the latest e-Postcard per organization; earlier years come from archived copies of that file since 2020 and can have gaps (the IRS e-Postcard search lists every one). 990, 990-EZ, 990-PF, 990-T: every e-filed return in the IRS e-file index since 2019; XML for the latest three processing years, amounts from the IRS Statistics of Income extracts before that. PDF copies and determination letters at the IRS (search EIN 38-1360419).
Questions about W E UPJOHN UNEMPLOYMENT TRUSTEE CORPORATION
- What is the EIN of W E UPJOHN UNEMPLOYMENT TRUSTEE CORPORATION?
- The employer identification number (EIN) of W E UPJOHN UNEMPLOYMENT TRUSTEE CORPORATION is 38-1360419.
- Is W E UPJOHN UNEMPLOYMENT TRUSTEE CORPORATION tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 1933.
- Are donations to W E UPJOHN UNEMPLOYMENT TRUSTEE CORPORATION tax-deductible?
- Yes. It is listed in IRS Publication 78 (Public charity, 50% deduction limit).
- Which annual return does W E UPJOHN UNEMPLOYMENT TRUSTEE CORPORATION file?
- Form 990 or 990-EZ. Based on its last return; a smaller organization may file the 990-N.
- When is the next return of W E UPJOHN UNEMPLOYMENT TRUSTEE CORPORATION due?
- The return for tax year 2026 (the year ending December 31, 2026) is due May 17, 2027. Form 8868 extends it by six months; the 990-N cannot be extended.
- When did W E UPJOHN UNEMPLOYMENT TRUSTEE CORPORATION last file with the IRS?
- The latest return in the IRS public files is the 990 for the year ended December 2025.
- Who is the principal officer of W E UPJOHN UNEMPLOYMENT TRUSTEE CORPORATION?
- The 990 for the year ended December 31, 2025 names MICHAEL HORRIGAN.
- Who are the officers and directors of W E UPJOHN UNEMPLOYMENT TRUSTEE CORPORATION?
- The 990 for the year ended December 31, 2025 lists 19 people; 10 received compensation from the organization, the highest $460,738 (MICHAEL HORRIGAN, PRESIDENT).
- How much revenue does W E UPJOHN UNEMPLOYMENT TRUSTEE CORPORATION have?
- On its 990 for the year ended December 31, 2025 it reported revenue of $29,504,597, expenses of $29,514,542 and total assets of $301,007,494 at year end.
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