W E Upjohn Unemployment Trustee
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.
Key facts about W E Upjohn Unemployment Trustee
In short: W E Upjohn Unemployment Trustee gave $3.7M across 14 grants in 2025 (avg $261K), mostly in Michigan. Source: 2025 IRS Form 990.
- EIN
- 38-1360419
- Latest 990 filing
- Form 990, 2025
- Annual giving (2025)
- $3,659,048
- Grants made (2025)
- 14
- Average grant
- $261,361
- Median grant
- $8,750
- Total assets
- $301,007,494
- Primary geography
- Michigan (88% of itemized 2025 grant dollars)
Data from IRS Form 990, 2025; updated September 2026.
Financial Overview
From 2025 IRS Form 990 · View filing
Total Assets
$301.0M
+12.2% YoY
Annual Giving
$3.7M
+945.4% YoY
Grant Count
14
+40.0% YoY
Avg Grant Size
$261K
+646.7% YoY
How W E Upjohn Unemployment Trustee gives
Estimate from itemized grant lists in IRS Form 990 filings (2025). Recipient names are matched across years, so a renamed or misspelled grantee can look new; grants to individuals are left out. Methodology.
About W E Upjohn Unemployment Trustee
Based on IRS filings
W E Upjohn Unemployment Trustee is a nonprofit organization focused on Employment, based in Kalamazoo, MI. IRS filing data is available from 2019 through 2025. As of 2025, the organization holds $301.0M in total assets. In 2025, it awarded 14 grants totaling $3.7M. Net investment income was $8.0M.
Focus Areas
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Geographic Focus
Where this funder awards grants
Grant Distribution by State
Share of all 14 itemized 2025 grant dollars.
States
Cities
Giving Over Time
Total grant dollars and number of grants per year
Grant Insights
How this funder distributes its grants
Top Recipients
Top 10 recipients in 2025
Grant Size Distribution
45 grants across all recorded years
Giving History
Grant recipients and amounts by year
| Recipient | Purpose | Amount |
|---|---|---|
| KRESA FOUNDATION Portage, MI | EARLY CAREER RESEARCH AWARD | $2,123,165 |
| WORKFORCE DEVELOPMENT INSTITUTE (WDI) Lansing, MI | PROGRAM ASSISTANCE | $1,011,229 |
| UNIVERSITY OF MINNESOTA Minneapolis, MN | EARLY CAREER RESEARCH AWARD | $187,384 |
| UNIVERSITY OF WASHINGTON Seattle, WA | EARLY CAREER RESEARCH AWARD | $139,770 |
| VOCES Battle Creek, MI | CHILDCARE CAPACITY GRANT | $75,000 |
| RUSSEL SAGE FOUNDATION New York, NY | DISSERTION AWARDS | $60,000 |
| CHILD CARE BACK OFFICE South Branch, MI | CHILDCARE CAPACITY GRANT | $10,000 |
| ARIZONA STATE UNIVERSITY Tempe, AZ | EARLY CAREER RESEARCH AWARD | $7,500 |
| CHAPMAN UNIVERSITY Orange, CA | EARLY CAREER RESEARCH AWARD | $7,500 |
| CORNELL UNIVERSITY Ithaca, NY | EARLY CAREER RESEARCH REWARD | $7,500 |
Financial History
Multi-year comparison from IRS filings
| Metric | 2025 | 2024 | 2023 |
|---|---|---|---|
| Total Assets | $301,007,494 | $268,191,442 | $251,303,030 |
| Revenue | $29,504,597 | $98,319,707 | $24,793,042 |
| Expenses | $29,514,542 | $31,176,536 | $29,934,192 |
| Qualifying Distributions | — | — | — |
| Net Investment Income | $8,046,583 | $77,561,584 | $7,068,110 |
| Distributable Amount | — | — | — |
Data update history
When this profile's IRS filing data changed on Grantable
- Added Form 990 for fiscal year 2019 (received by the IRS May 18, 2020)
- Added Form 990 for fiscal year 2025 (received by the IRS June 22, 2026)
- IRS filings on file for fiscal years 2020–2024
Leadership & Key People
Officers and directors from IRS filings
W E Upjohn Unemployment Trustee is led by Michael Horrigan, President on every filing since 2019; 10 of 19 officers listed in 2025 are compensated.
Officers on the 2025 filing
Michael Horrigan
President
On filings since 2019
40 hrs/week
$347K (2019) → $461K (2025)
Donald R. Parfet
Chairman of the Board
On filings since 2019
1 hr/week
No compensation reported
Benjamin Damerow
Senior Director & Cwis
Director of the Center for Workforce Innovation → Senior Director & Cwis, 2024
On filings since 2023
40 hrs/week
$164K (2023) → $170K (2025)
Alfonso Flores-Lagunes
Vice President & Director of Research
On filings since 2024
40 hrs/week
$209K (2024) → $339K (2025)
Iryna Lendel
Senior Director of Regioin
Senior Director of Regioinal Economic & Community → Senior Director of Regioin, 2025
On filings since 2024
40 hrs/week
$218K (2024) → $227K (2025)
Amanda Van Dusen
Trustee
On filings since 2019
1 hr/week
No compensation reported
Jesse Rothstein
Trustee
On filings since 2022
1 hr/week
No compensation reported
Kathryn Fink
Trustee
On filings since 2022
1 hr/week
No compensation reported
La June Montgomery Tabron
Trustee
On filings since 2022
1 hr/week
No compensation reported
Bill Manns
Trustee
On filings since 2023
1 hr/week
No compensation reported
Brad J. Hershbein
Senior Economist & Deputy
Senior Economist → Senior Researcher & Deputy, 2022
Senior Researcher & Deputy → Senior Economist & Deputy, 2024
On filings since 2019
40 hrs/week
$190K (2019) → $256K (2025)
Susan N. Houseman
Senior Economist
Vice President & Director of Research → Senior Economist, 2025
On filings since 2019
40 hrs/week
$276K (2019) → $301K (2025)
Timothy J. Bartik
Senior Economist
Senior Economist → Senior Researcher, 2022
Senior Researcher → Senior Economist, 2024
On filings since 2019
40 hrs/week
$240K (2019) → $183K (2025)
Donald Edgerly
Chief Administrative Officer
On filings since 2020
40 hrs/week
$130K (2020) → $177K (2025)
Kathy Breyfogle
Chief Financial Officer
On filings since 2020
40 hrs/week
$129K (2020) → $192K (2025)
Aaron Sojourner
Senior Economist
Senior Researcher → Senior Economist, 2024
On filings since 2023
40 hrs/week
$249K (2023) → $286K (2025)
B. Joseph White
Secretary-Treasurer - Partial Year
Secretary-Treasurer → Secretary-Treasurer - Partial Year, 2025
On filings since 2019
1 hr/week
No compensation reported
Jorge Gonzalez
Secretary-Treasurer
Trustee → Secretary-Treasurer, 2025
On filings since 2019
1 hr/week
No compensation reported
Sydney Parfet
Vice Chairman
Trustee → Vice Chairman, 2022
On filings since 2019
1 hr/week
No compensation reported
Former officers (10)
- Former: Eileen Wilson-Oyelaran (2019–2024) — Trustee- Partial Year
- Former: Frank Sardone (2019–2024) — Trustee- Partial Year
- Former: Marta Lachowska (2024) — Senior Economist & Deputy Director of Research
- Former: Christopher J. O'Leary (2019–2023) — Senior Researcher
- Former: Randall W. Eberts (2019–2023) — Senior Researcher
- Former: Brian Asquith (2022) — Researcher
- Former: James E. Robey (2019–2021) — Director of Regional Econo
- Former: John M. Dunn (2019–2021) — Trustee -
- Former: Marilyn J. Schlack (2019–2021) — Vice Chair -
- Former: Evan E. Mast (2019) — Economist
Data from IRS Form 990 filings, 2019–2025. "On filings since" is the earliest filing we hold that lists the person; hours are average hours per week as reported.
Compensation Overview
From 2025 IRS filing
Frequently asked questions about W E Upjohn Unemployment Trustee
How much does W E Upjohn Unemployment Trustee give each year?
W E Upjohn Unemployment Trustee gave $3.7M across 14 grants in 2025, according to its 2025 IRS Form 990. In 2024 it gave $350K across 10 grants.
What is W E Upjohn Unemployment Trustee's typical grant size?
W E Upjohn Unemployment Trustee's median grant in 2025 was $8,750, and its average grant was $261,361, across 14 grants on its 2025 IRS Form 990.
Where does W E Upjohn Unemployment Trustee give grants?
W E Upjohn Unemployment Trustee gives mostly in Michigan: 88% of the grant dollars itemized on its 2025 IRS Form 990 went to recipients there. The next largest state was Minnesota (5%).
Does W E Upjohn Unemployment Trustee give general operating support?
Not in 2025: none of the 14 grants with a stated purpose on W E Upjohn Unemployment Trustee's 2025 IRS Form 990 were described as general or operating support. Recurring purposes include "Early Career Research Award" (9 grants).
Who are W E Upjohn Unemployment Trustee's largest grantees?
W E Upjohn Unemployment Trustee's largest 2025 grantees include Kresa Foundation ($2,123,165), Workforce Development Institute (Wdi) ($1,011,229) and University of Minnesota ($187,384), according to its 2025 IRS Form 990. Together they received 91% of its itemized 2025 grant dollars.
How large is W E Upjohn Unemployment Trustee?
W E Upjohn Unemployment Trustee reported $301.0M in total assets on its 2025 IRS Form 990. Its revenue that year was $29.5M.
What is W E Upjohn Unemployment Trustee?
W E Upjohn Unemployment Trustee is a nonprofit organization focused on Employment, based in Kalamazoo, MI. It holds $301.0M in total assets as of 2025.
What is W E Upjohn Unemployment Trustee's EIN?
W E Upjohn Unemployment Trustee's EIN (Employer Identification Number) is 38-1360419. IRS Form 990 filing data is available on this page for 2019–2025.
Data last updated September 2026. Sourced from IRS Form 990 filings.
Here's the math on researching W E Upjohn Unemployment Trustee by hand.
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