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Nonprofiteer
← W E UPJOHN UNEMPLOYMENT TRUSTEE CORPORATION

Form 990 for tax year 2025

Filed by W E UPJOHN UNEMPLOYMENT TRUSTEE CORPORATION.

Totals

Total revenue
$29,504,597
Total expenses
$29,514,542
Contributions and grants received
$10,110,479
Grants paid
$3,773,632
Program service revenue
$11,362,108
Investment income
$8,046,583
Other revenue
-$14,573
Total assets, end of year
$301,007,494
Total liabilities, end of year
$8,648,841
Net assets or fund balances, end of year
$292,358,653
Program services expenses (Part IX)
$22,204,557
Management and general expenses
$7,309,985
Fundraising expenses
$0
Program service expenses (Part III)
$22,204,557

Program services were 75.2% of total expenses calculated — Part IX's program-services column over total expenses, both as filed.

Listed in Part VII

  • KATHRYN FINK

    TRUSTEE

    Total calculated
    $0
    Hours/week
    1

  • JORGE GONZALEZ

    SECRETARY-TREASURER

    Total calculated
    $0
    Hours/week
    1

  • BILL MANNS

    TRUSTEE

    Total calculated
    $0
    Hours/week
    1

  • LA JUNE MONTGOMERY TABRON

    TRUSTEE

    Total calculated
    $0
    Hours/week
    1

  • DONALD R PARFET

    CHAIRMAN OF THE BOARD

    Total calculated
    $0
    Hours/week
    1

  • SYDNEY PARFET

    VICE CHAIRMAN

    Total calculated
    $0
    Hours/week
    1

  • JESSE ROTHSTEIN

    TRUSTEE

    Total calculated
    $0
    Hours/week
    1

  • AMANDA VAN DUSEN

    TRUSTEE

    Total calculated
    $0
    Hours/week
    1

  • B JOSEPH WHITE

    SECRETARY-TREASURER - PARTIAL YEAR

    Total calculated
    $0
    Hours/week
    1

  • MICHAEL HORRIGAN

    PRESIDENT

    Total calculated
    $502,558
    From this org
    $460,738
    From related orgs
    $0
    Other
    $41,820
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $460,488
    Bonus
    $250
    Other
    $0
    Deferred
    $41,400
    Nontaxable benefits
    $420
    Filer's total
    $502,558

  • DONALD EDGERLY

    CHIEF ADMINISTRATIVE OFFIC

    Total calculated
    $227,829
    From this org
    $177,024
    From related orgs
    $0
    Other
    $50,805
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $176,599
    Bonus
    $425
    Other
    $0
    Deferred
    $21,192
    Nontaxable benefits
    $29,613
    Filer's total
    $227,829

  • KATHY BREYFOGLE

    CHIEF FINANCIAL OFFICER

    Total calculated
    $225,497
    From this org
    $192,052
    From related orgs
    $0
    Other
    $33,445
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $191,827
    Bonus
    $225
    Other
    $0
    Deferred
    $23,007
    Nontaxable benefits
    $10,438
    Filer's total
    $225,497

  • ALFONSO FLORES-LAGUNES

    VP & DIRECTOR OF RESEARCH

    Total calculated
    $362,650
    From this org
    $339,312
    From related orgs
    $0
    Other
    $23,338
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $339,187
    Bonus
    $125
    Other
    $0
    Deferred
    $0
    Nontaxable benefits
    $23,338
    Filer's total
    $362,650

  • BENJAMIN DAMEROW

    SENIOR DIRECTOR, CWIS

    Total calculated
    $218,980
    From this org
    $169,960
    From related orgs
    $0
    Other
    $49,020
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $169,360
    Bonus
    $600
    Other
    $0
    Deferred
    $20,323
    Nontaxable benefits
    $28,697
    Filer's total
    $218,980

  • SUSAN N HOUSEMAN

    SENIOR ECONOMIST

    Total calculated
    $360,880
    From this org
    $301,336
    From related orgs
    $0
    Other
    $59,544
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $300,686
    Bonus
    $650
    Other
    $0
    Deferred
    $36,082
    Nontaxable benefits
    $23,462
    Filer's total
    $360,880

  • AARON SOJOURNER

    SENIOR ECONOMIST

    Total calculated
    $349,452
    From this org
    $285,589
    From related orgs
    $0
    Other
    $63,863
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $285,414
    Bonus
    $175
    Other
    $0
    Deferred
    $34,250
    Nontaxable benefits
    $29,613
    Filer's total
    $349,452

  • BRAD HERSHBEIN

    SR ECONOMIST / DEPUTY

    Total calculated
    $297,395
    From this org
    $256,422
    From related orgs
    $0
    Other
    $40,973
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $255,997
    Bonus
    $425
    Other
    $0
    Deferred
    $30,720
    Nontaxable benefits
    $10,253
    Filer's total
    $297,395

  • TIMOTHY BARTIK

    SENIOR ECONOMIST

    Total calculated
    $182,560
    From this org
    $182,560
    From related orgs
    $0
    Other
    $0
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $182,560
    Bonus
    $0
    Other
    $0
    Deferred
    $0
    Nontaxable benefits
    $0
    Filer's total
    $182,560

  • IRYNA LENDEL

    SENIOR DIRECTOR OF REGIOIN

    Total calculated
    $277,498
    From this org
    $226,947
    From related orgs
    $0
    Other
    $50,551
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $226,772
    Bonus
    $175
    Other
    $0
    Deferred
    $27,213
    Nontaxable benefits
    $23,338
    Filer's total
    $277,498

Compensation is as filed in Part VII: reportable pay from this organization and from related organizations, other compensation, and hours per week. The total, marked calculated, is our sum of the three dollar columns, with a blank column counted as $0; the form itself has no total. On a Form 990-EZ the columns are Part IV's instead, and on a Form 990-PF Part VIII's — compensation, contributions to benefit plans, and expense account — and the total sums those. A Schedule J breakdown is as filed: base pay, bonus, other, deferred compensation and nontaxable benefits from this organization, with any from related organizations beside each, and the filer's own total. It is shown with the Part VII listing of the same name on the same return. The form gives no key between the two, so that pairing is ours, and is marked matched by us.

Schedule J

Answered yes

  • 3 · Compensation committee
  • 3 · Form 990 of other organizations
  • 3 · Compensation survey or study
  • 3 · Approval by the board or compensation committee

Answered no

  • 4a · Severance or change-of-control payment
  • 4b · Supplemental nonqualified retirement plan
  • 4c · Equity-based compensation arrangement
  • 5a · Pay contingent on this organization's revenues
  • 5b · Pay contingent on a related organization's revenues
  • 6a · Pay contingent on this organization's net earnings
  • 6b · Pay contingent on a related organization's net earnings
  • 7 · Other non-fixed payments
  • 8 · Paid under the initial-contract exception

Part I's answers as filed. A line not listed was left unanswered; on lines 1a and 3 that means the box was not checked.

Grants on this return

The 10 largest by cash amount. The API serves every itemized grant.

Provenance

Return type
form_990
Tax year
2025
Filed
16 June 2026
IRS schema version
2025v4.1
Source object
202641739349300029

Check it against the return as filed: the GivingTuesday Data Lake hosts a public copy of the original XML.

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