W E UPJOHN UNEMPLOYMENT TRUSTEE CORPORATION: Form 990, tax year 2022
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- Organization
- W E UPJOHN UNEMPLOYMENT TRUSTEE CORPORATION (EIN 38-1360419)
- Tax period
- 2022-01-01 to 2022-12-31
- Filed
- 2023-06-13
- IRS object ID
- 202341649349300049
- Schema version
- 2022v5.0
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2023-06-13T10:44:34-05:00 | ReturnTs |
| Tax Period End | 2022-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 381357951 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | PLANTE & MORAN PLLC | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 750 TRADE CENTRE WAY STE 300 | AddressLine1Txt |
| City | PORTAGE | CityNm |
| State Abbreviation | MI | StateAbbreviationCd |
| ZIP | 49002 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnTypeCd |
| Tax Period Begin | 2022-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 381360419 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | W E UPJOHN UNEMPLOYMENT TRUSTEE CORP | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | WEUP | BusinessNameControlTxt |
| Phone | 2693435541 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 300 S WESTNEDGE AVENUE | AddressLine1Txt |
| City | KALAMAZOO | CityNm |
| State Abbreviation | MI | StateAbbreviationCd |
| ZIP | 49007 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | KATHY BREYFOGLE | PersonNm |
| Person Title | CFO | PersonTitleTxt |
| Phone | 2693435541 | PhoneNum |
| Signature | 2023-06-12 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Signing Officer SigningOfficerGrp
Person Full Name PersonFullName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person First | KATHY | PersonFirstNm |
| Person Last | BREYFOGLE | PersonLastNm |
| Field | Value | IRS element (for citing) |
|---|---|---|
| SSN | 999009999 | SSN |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IRS Responsible Prty Info Curr | Yes (1) | IRSResponsiblePrtyInfoCurrInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | DORI J EGGETT | PreparerPersonNm |
| PTIN | P00645252 | PTIN |
| Phone | 2695674500 | PhoneNum |
| Preparation | 2023-06-12 | PreparationDt |
Additional Filer Information AdditionalFilerInformation
Trusted Customer TrustedCustomerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trusted Customer | 2 | TrustedCustomerCd |
| Authentication Assurance Level | AAL1 | AuthenticationAssuranceLevelCd |
| Identity Assurance Level | IAL1 | IdentityAssuranceLevelCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2022 | TaxYr |
| Build TS | 2023-04-26 12:10:37Z | BuildTS |
Form 990 IRS990
Doing Business As Name DoingBusinessAsName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | WE UPJOHN INSTITUTE FOR EMPLOYMENT RESEARCH | BusinessNameLine1Txt |
| Business Name Line2 | UPJOHN INSTITUTE CENTER FOR REGIONAL ECONOMIC & COMMUNITY DEVELOPMENT | BusinessNameLine2Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Principal Officer | MICHAEL HORRIGAN | PrincipalOfficerNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 300 S WESTNEDGE AVENUE | AddressLine1Txt |
| City | KALAMAZOO | CityNm |
| State Abbreviation | MI | StateAbbreviationCd |
| ZIP | 49007 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | $39,589,674 | GrossReceiptsAmt |
| Group Return For Affiliates | 0 | GroupReturnForAffiliatesInd |
| Organization501c3 | Yes (X) | Organization501c3Ind |
| Website Address | HTTPS://WWW.UPJOHN.ORG/ | WebsiteAddressTxt |
| Type Of Organization Corp | Yes (X) | TypeOfOrganizationCorpInd |
| Formation | 1932 | FormationYr |
| Legal Domicile State | MI | LegalDomicileStateCd |
| Activity Or Mission | 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. | ActivityOrMissionDesc |
| Voting Members Governing Body | 9 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 9 | VotingMembersIndependentCnt |
| Total Employee | 139 | TotalEmployeeCnt |
| Total Volunteers | 9 | TotalVolunteersCnt |
| Total Gross UBI | $0 | TotalGrossUBIAmt |
| Net Unrelated Bus Txbl Incm | $0 | NetUnrelatedBusTxblIncmAmt |
| PY Contributions Grants | $8,286,511 | PYContributionsGrantsAmt |
| CY Contributions Grants | $8,939,607 | CYContributionsGrantsAmt |
| PY Program Service Revenue | $4,767,308 | PYProgramServiceRevenueAmt |
| CY Program Service Revenue | $8,046,374 | CYProgramServiceRevenueAmt |
| PY Investment Income | $15,761,862 | PYInvestmentIncomeAmt |
| CY Investment Income | $8,755,982 | CYInvestmentIncomeAmt |
| PY Other Revenue | $53,826 | PYOtherRevenueAmt |
| CY Other Revenue | $11,726 | CYOtherRevenueAmt |
| PY Total Revenue | $28,869,507 | PYTotalRevenueAmt |
| CY Total Revenue | $25,753,689 | CYTotalRevenueAmt |
| PY Grants And Similar Paid | $4,559,353 | PYGrantsAndSimilarPaidAmt |
| CY Grants And Similar Paid | $4,700,415 | CYGrantsAndSimilarPaidAmt |
| PY Benefits Paid To Members | $0 | PYBenefitsPaidToMembersAmt |
| CY Benefits Paid To Members | $0 | CYBenefitsPaidToMembersAmt |
| PY Salaries Comp Emp Bnft Paid | $12,950,455 | PYSalariesCompEmpBnftPaidAmt |
| CY Salaries Comp Emp Bnft Paid | $13,603,721 | CYSalariesCompEmpBnftPaidAmt |
| PY Total Prof Fndrsng Expns | $0 | PYTotalProfFndrsngExpnsAmt |
| CY Total Prof Fndrsng Expns | $0 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $0 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $4,630,494 | PYOtherExpensesAmt |
| CY Other Expenses | $9,286,760 | CYOtherExpensesAmt |
| PY Total Expenses | $22,140,302 | PYTotalExpensesAmt |
| CY Total Expenses | $27,590,896 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | $6,729,205 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | -$1,837,207 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $279,939,178 | TotalAssetsBOYAmt |
| Total Assets EOY | $228,309,174 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $6,849,517 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $9,149,284 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | $273,089,661 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $219,159,890 | NetAssetsOrFundBalancesEOYAmt |
| Info In Schedule O Part III | Yes (X) | InfoInScheduleOPartIIIInd |
| 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. | MissionDesc |
| Significant New Program Srvc | 0 | SignificantNewProgramSrvcInd |
| Significant Change | 0 | SignificantChangeInd |
| Expense | $14,443,233 | ExpenseAmt |
| Grant | $4,645,915 | GrantAmt |
| Revenue | $10,243 | RevenueAmt |
| Desc | 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. | Desc |
Prog Srvc Accom Acty2 ProgSrvcAccomActy2Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $6,447,019 | ExpenseAmt |
| Grant | $54,500 | GrantAmt |
| Revenue | $8,036,131 | RevenueAmt |
| Desc | 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. | Desc |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Expenses | $20,890,252 | TotalProgramServiceExpensesAmt |
| Described In Section501c3 | Yes (1) | DescribedInSection501c3Ind |
| Schedule B Required | Yes (1) | ScheduleBRequiredInd |
| Political Campaign Acty | 0 | PoliticalCampaignActyInd |
| Lobbying Activities | 0 | LobbyingActivitiesInd |
| Subject To Proxy Tax | 0 | SubjectToProxyTaxInd |
| Donor Advised Fund | 0 | DonorAdvisedFundInd |
| Conservation Easements | 0 | ConservationEasementsInd |
| Collections Of Art | 0 | CollectionsOfArtInd |
| Credit Counseling | 0 | CreditCounselingInd |
| Donor Rstr Or Quasi Endowments | 0 | DonorRstrOrQuasiEndowmentsInd |
| Report Land Building Equipment | Yes (1) | ReportLandBuildingEquipmentInd |
| Report Investments Other Sec | 0 | ReportInvestmentsOtherSecInd |
| Report Program Related Invst | 0 | ReportProgramRelatedInvstInd |
| Report Other Assets | 0 | ReportOtherAssetsInd |
| Report Other Liabilities | Yes (1) | ReportOtherLiabilitiesInd |
| Include FIN48 Footnote | 0 | IncludeFIN48FootnoteInd |
| Independent Audit Fincl Stmt | Yes (1) | IndependentAuditFinclStmtInd |
| Consolidated Audit Fincl Stmt | 0 | ConsolidatedAuditFinclStmtInd |
| School Operating | 0 | SchoolOperatingInd |
| Foreign Office | 0 | ForeignOfficeInd |
| Foreign Activities | Yes (1) | ForeignActivitiesInd |
| More Than5000 K To Org | 0 | MoreThan5000KToOrgInd |
| More Than5000 K To Individuals | Yes (1) | MoreThan5000KToIndividualsInd |
| Professional Fundraising | 0 | ProfessionalFundraisingInd |
| Fundraising Activities | 0 | FundraisingActivitiesInd |
| Gaming Activities | 0 | GamingActivitiesInd |
| Operate Hospital | 0 | OperateHospitalInd |
| Grants To Organizations | Yes (1) | GrantsToOrganizationsInd |
| Grants To Individuals | Yes (1) | GrantsToIndividualsInd |
| Schedule J Required | Yes (1) | ScheduleJRequiredInd |
| Tax Exempt Bonds | 0 | TaxExemptBondsInd |
| Engaged In Excess Benefit Trans | 0 | EngagedInExcessBenefitTransInd |
| PY Excess Benefit Trans | 0 | PYExcessBenefitTransInd |
| Loan Outstanding | 0 | LoanOutstandingInd |
| Grant To Related Person | 0 | GrantToRelatedPersonInd |
| Business Rln With Org Mem | 0 | BusinessRlnWithOrgMemInd |
| Business Rln With Fam Mem | 0 | BusinessRlnWithFamMemInd |
| Business Rln With35 Ctrl Ent | 0 | BusinessRlnWith35CtrlEntInd |
| Deductible Non Cash Contri | 0 | DeductibleNonCashContriInd |
| Deductible Art Contribution | 0 | DeductibleArtContributionInd |
| Terminate Operations | 0 | TerminateOperationsInd |
| Partial Liquidation | 0 | PartialLiquidationInd |
| Disregarded Entity | 0 | DisregardedEntityInd |
| Related Entity | 0 | RelatedEntityInd |
| Related Organization Ctrl Ent | 0 | RelatedOrganizationCtrlEntInd |
| Trnsfr Exmpt Non Chrtbl Rltd Org | 0 | TrnsfrExmptNonChrtblRltdOrgInd |
| Activities Conducted Prtshp | 0 | ActivitiesConductedPrtshpInd |
| Schedule O Required | Yes (1) | ScheduleORequiredInd |
| IRP Document | 114 | IRPDocumentCnt |
| IRP Document W2 G | 0 | IRPDocumentW2GCnt |
| Backup Wthld Compliance | Yes (1) | BackupWthldComplianceInd |
| Employee | 139 | EmployeeCnt |
| Employment Tax Returns Filed | Yes (1) | EmploymentTaxReturnsFiledInd |
| Unrelated Bus Incm Over Limit | 0 | UnrelatedBusIncmOverLimitInd |
| Foreign Financial Account | 0 | ForeignFinancialAccountInd |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTransInd |
| Taxable Party Notification | 0 | TaxablePartyNotificationInd |
| Nondeductible Contributions | 0 | NondeductibleContributionsInd |
| Quid Pro Quo Contributions | 0 | QuidProQuoContributionsInd |
| Form8282 Property Disposed Of | 0 | Form8282PropertyDisposedOfInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | 0 | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | 0 | PayPremiumsPrsnlBnftCntrctInd |
| Indoor Tanning Services | 0 | IndoorTanningServicesInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | 0 | SubjToTaxRmnrtnExPrchtPymtInd |
| Subject To Excs Tax Net Invst Inc | 0 | SubjectToExcsTaxNetInvstIncInd |
| Info In Schedule O Part VI | Yes (X) | InfoInScheduleOPartVIInd |
| Governing Body Voting Members | 9 | GoverningBodyVotingMembersCnt |
| Independent Voting Member | 9 | IndependentVotingMemberCnt |
| Family Or Business Rln | Yes (1) | FamilyOrBusinessRlnInd |
| Delegation Of Mgmt Duties | 0 | DelegationOfMgmtDutiesInd |
| Change To Org Documents | 0 | ChangeToOrgDocumentsInd |
| Material Diversion Or Misuse | 0 | MaterialDiversionOrMisuseInd |
| Members Or Stockholders | 0 | MembersOrStockholdersInd |
| Election Of Board Members | 0 | ElectionOfBoardMembersInd |
| Decisions Subject To Approva | 0 | DecisionsSubjectToApprovaInd |
| Minutes Of Governing Body | Yes (1) | MinutesOfGoverningBodyInd |
| Minutes Of Committees | Yes (1) | MinutesOfCommitteesInd |
| Officer Mailing Address | 0 | OfficerMailingAddressInd |
| Local Chapters | 0 | LocalChaptersInd |
| Form990 Provided To Gvrn Body | Yes (1) | Form990ProvidedToGvrnBodyInd |
| Conflict Of Interest Policy | Yes (1) | ConflictOfInterestPolicyInd |
| Annual Disclosure Covered Prsn | Yes (1) | AnnualDisclosureCoveredPrsnInd |
| Regular Monitoring Enfrc | Yes (1) | RegularMonitoringEnfrcInd |
| Whistleblower Policy | Yes (1) | WhistleblowerPolicyInd |
| Document Retention Policy | Yes (1) | DocumentRetentionPolicyInd |
| Compensation Process CEO | Yes (1) | CompensationProcessCEOInd |
| Compensation Process Other | Yes (1) | CompensationProcessOtherInd |
| Investment In Joint Venture | 0 | InvestmentInJointVentureInd |
| States Where Copy Of Return Is Fld | MI | StatesWhereCopyOfReturnIsFldCd |
| Upon Request | Yes (X) | UponRequestInd |
Books In Care Of Detail BooksInCareOfDetail
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | KATHY BREYFOGLE | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 2693435541 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 300 S WESTNEDGE AVE | AddressLine1Txt |
| City | KALAMAZOO | CityNm |
| State Abbreviation | MI | StateAbbreviationCd |
| ZIP | 49007 | ZIPCd |
Form990 Part VII Section A Form990PartVIISectionAGrp (19 entries)
| TitleTitleTxt | Average Hours Per WeekAverageHoursPerWeekRt | Individual Trustee Or DirectorIndividualTrusteeOrDirectorInd | Reportable Comp From OrgReportableCompFromOrgAmt | Reportable Comp From Rltd OrgReportableCompFromRltdOrgAmt | Other CompensationOtherCompensationAmt | OfficerOfficerInd | Key EmployeeKeyEmployeeInd | Highest Compensated EmployeeHighestCompensatedEmployeeInd |
|---|---|---|---|---|---|---|---|---|
| EILEEN WILSON-OYELARAN | ||||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| AMANDA VAN DUSEN | ||||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| FRANK SARDONE | ||||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| SYDNEY PARFET | ||||||||
| VICE CHAIRMAN | 1.00 | Yes (X) | $0 | $0 | $0 | Yes (X) | ||
| B JOSEPH WHITE | ||||||||
| SECRETARY-TREASURER | 1.00 | Yes (X) | $0 | $0 | $0 | Yes (X) | ||
| JORGE GONZALEZ | ||||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| DONALD R PARFET | ||||||||
| CHAIRMAN OF THE BOARD | 1.00 | Yes (X) | $0 | $0 | $0 | Yes (X) | ||
| KATHRYN FINK | ||||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| LA JUNE MONTGOMERY TABRON | ||||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| JESSE ROTHSTEIN | ||||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| DONALD EDGERLY | ||||||||
| CHIEF ADMINISTRATIVE OFFIC | 40.00 | $157,436 | $0 | $42,645 | Yes (X) | |||
| MICHAEL HORRIGAN | ||||||||
| PRESIDENT | 40.00 | $389,065 | $0 | $37,188 | Yes (X) | |||
| KATHY BREYFOGLE | ||||||||
| CHIEF FINANCIAL OFFICER | 40.00 | $170,561 | $0 | $24,701 | Yes (X) | |||
| SUSAN N HOUSEMAN | ||||||||
| VP & DIRECTOR OF RESEARCH | 40.00 | $315,546 | $0 | $60,224 | Yes (X) | |||
| TIMOTHY BARTIK | ||||||||
| SENIOR RESEARCHER | 40.00 | $274,681 | $0 | $51,478 | Yes (X) | |||
| RANDALL EBERTS | ||||||||
| SENIOR RESEARCHER | 40.00 | $263,960 | $0 | $50,089 | Yes (X) | |||
| CHRISTOPHER O'LEARY | ||||||||
| SENIOR RESEARCHER | 40.00 | $238,704 | $0 | $52,149 | Yes (X) | |||
| BRAD HERSHBEIN | ||||||||
| SR RESEARCHER / DEPUTY | 40.00 | $225,827 | $0 | $35,375 | Yes (X) | |||
| BRIAN ASQUITH | ||||||||
| RESEARCHER | 40.00 | $166,799 | $0 | $44,006 | Yes (X) | |||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | $2,202,579 | TotalReportableCompFromOrgAmt |
| Tot Reportable Comp Rltd Org | $0 | TotReportableCompRltdOrgAmt |
| Total Other Compensation | $397,855 | TotalOtherCompensationAmt |
| Indiv Rcvd Greater Than100 K | 23 | IndivRcvdGreaterThan100KCnt |
| Former Ofcr Employees Listed | 0 | FormerOfcrEmployeesListedInd |
| Total Comp Greater Than150 K | Yes (1) | TotalCompGreaterThan150KInd |
| Compensation From Other Srcs | 0 | CompensationFromOtherSrcsInd |
Contractor Compensation ContractorCompensationGrp (2 entries)
| Address Line1ContractorAddress/ForeignAddress/AddressLine1Txt | CityContractorAddress/ForeignAddress/CityNm | CountryContractorAddress/ForeignAddress/CountryCd | Foreign PostalContractorAddress/ForeignAddress/ForeignPostalCd | ServicesServicesDesc | CompensationCompensationAmt | Address Line1ContractorAddress/USAddress/AddressLine1Txt | CityContractorAddress/USAddress/CityNm | State AbbreviationContractorAddress/USAddress/StateAbbreviationCd | ZIPContractorAddress/USAddress/ZIPCd |
|---|---|---|---|---|---|---|---|---|---|
| BETH TRUESDALE | |||||||||
| 20 DANESFORT PARK SOUTH | BELFAST | EI | BT9 7RG | RESEARCH | $194,451 | ||||
| FUND EVALUATION GROUP LLC | |||||||||
| INVESTMENT EVALUATION | $134,098 | DEPARTMENT 781565 PO BOX 78000 | DETROIT | MI | 482781565 | ||||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cntrct Rcvd Greater Than100 K | 2 | CntrctRcvdGreaterThan100KCnt |
| Government Grants | $8,939,607 | GovernmentGrantsAmt |
| Total Contributions | $8,939,607 | TotalContributionsAmt |
Program Service Revenue ProgramServiceRevenueGrp (2 entries)
| DescDesc | BusinessBusinessCd | Total Revenue ColumnTotalRevenueColumnAmt | Related Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmt |
|---|---|---|---|
| RESEARCH PROJECTS | 541700 | $8,036,131 | $8,036,131 |
| PUBLICATION SALES | 900099 | $5,336 | $5,336 |
Total Oth Program Service Rev TotalOthProgramServiceRevGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $4,907 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $4,907 | RelatedOrExemptFuncIncomeAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | $8,046,374 | TotalProgramServiceRevenueAmt |
Investment Income InvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $7,029,809 | TotalRevenueColumnAmt |
| Exclusion | $7,029,809 | ExclusionAmt |
Royalties Revenue RoyaltiesRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $18,827 | TotalRevenueColumnAmt |
| Exclusion | $18,827 | ExclusionAmt |
Gross Rents GrossRentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | $93,563 | RealAmt |
Less Rental Expenses LessRentalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | $100,664 | RealAmt |
Rental Income Or Loss RentalIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | -$7,101 | RealAmt |
Net Rental Income Or Loss NetRentalIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | -$7,101 | TotalRevenueColumnAmt |
| Exclusion | -$7,101 | ExclusionAmt |
Gross Amount Sales Assets GrossAmountSalesAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $15,461,494 | SecuritiesAmt |
Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $13,735,321 | SecuritiesAmt |
Gain Or Loss GainOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $1,726,173 | SecuritiesAmt |
Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $1,726,173 | TotalRevenueColumnAmt |
| Exclusion | $1,726,173 | ExclusionAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $25,753,689 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $8,046,374 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $0 | UnrelatedBusinessRevenueAmt |
| Exclusion | $8,767,708 | ExclusionAmt |
Grants To Domestic Orgs GrantsToDomesticOrgsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $4,635,915 | TotalAmt |
| Program Services | $4,635,915 | ProgramServicesAmt |
Grants To Domestic Individuals GrantsToDomesticIndividualsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $46,000 | TotalAmt |
| Program Services | $46,000 | ProgramServicesAmt |
Foreign Grants ForeignGrantsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $18,500 | TotalAmt |
| Program Services | $18,500 | ProgramServicesAmt |
Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,200,525 | TotalAmt |
| Program Services | $303,330 | ProgramServicesAmt |
| Management And General | $897,195 | ManagementAndGeneralAmt |
Other Salaries And Wages OtherSalariesAndWagesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $8,771,212 | TotalAmt |
| Program Services | $6,717,151 | ProgramServicesAmt |
| Management And General | $2,054,061 | ManagementAndGeneralAmt |
Pension Plan Contributions PensionPlanContributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $791,525 | TotalAmt |
| Program Services | $559,247 | ProgramServicesAmt |
| Management And General | $232,278 | ManagementAndGeneralAmt |
Other Employee Benefits OtherEmployeeBenefitsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $2,167,536 | TotalAmt |
| Program Services | $1,435,007 | ProgramServicesAmt |
| Management And General | $732,529 | ManagementAndGeneralAmt |
Payroll Taxes PayrollTaxesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $672,923 | TotalAmt |
| Program Services | $438,344 | ProgramServicesAmt |
| Management And General | $234,579 | ManagementAndGeneralAmt |
Fees For Services Legal FeesForServicesLegalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $16,520 | TotalAmt |
| Program Services | $6,476 | ProgramServicesAmt |
| Management And General | $10,044 | ManagementAndGeneralAmt |
Fees For Services Accounting FeesForServicesAccountingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $70,750 | TotalAmt |
| Program Services | $27,734 | ProgramServicesAmt |
| Management And General | $43,016 | ManagementAndGeneralAmt |
Fees For Srvc Invst Mgmnt Fees FeesForSrvcInvstMgmntFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $288,509 | TotalAmt |
| Management And General | $288,509 | ManagementAndGeneralAmt |
Fees For Services Other FeesForServicesOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,074,470 | TotalAmt |
| Program Services | $1,038,425 | ProgramServicesAmt |
| Management And General | $36,045 | ManagementAndGeneralAmt |
Advertising AdvertisingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $84,547 | TotalAmt |
| Program Services | $74,713 | ProgramServicesAmt |
| Management And General | $9,834 | ManagementAndGeneralAmt |
Office Expenses OfficeExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $267,225 | TotalAmt |
| Program Services | $153,148 | ProgramServicesAmt |
| Management And General | $114,077 | ManagementAndGeneralAmt |
Information Technology InformationTechnologyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $461,825 | TotalAmt |
| Program Services | $213,293 | ProgramServicesAmt |
| Management And General | $248,532 | ManagementAndGeneralAmt |
Occupancy OccupancyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $954,548 | TotalAmt |
| Program Services | $732,003 | ProgramServicesAmt |
| Management And General | $222,545 | ManagementAndGeneralAmt |
Travel TravelGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $252,871 | TotalAmt |
| Program Services | $190,560 | ProgramServicesAmt |
| Management And General | $62,311 | ManagementAndGeneralAmt |
Conferences Meetings ConferencesMeetingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $334,099 | TotalAmt |
| Program Services | $296,421 | ProgramServicesAmt |
| Management And General | $37,678 | ManagementAndGeneralAmt |
Interest InterestGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $63,610 | TotalAmt |
| Program Services | $4,452 | ProgramServicesAmt |
| Management And General | $59,158 | ManagementAndGeneralAmt |
Depreciation Depletion DepreciationDepletionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $561,655 | TotalAmt |
| Management And General | $561,655 | ManagementAndGeneralAmt |
Insurance InsuranceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $94,508 | TotalAmt |
| Program Services | $1,989 | ProgramServicesAmt |
| Management And General | $92,519 | ManagementAndGeneralAmt |
Other Expenses OtherExpensesGrp (4 entries)
| DescDesc | TotalTotalAmt | Program ServicesProgramServicesAmt | Management And GeneralManagementAndGeneralAmt |
|---|---|---|---|
| PARTICIPANT TRAINING | $2,973,246 | $2,973,246 | $0 |
| MISCELLANEOUS | $472,999 | $444,112 | $28,887 |
| EQUIPMENT RENTAL & MAIN | $432,396 | $106,627 | $325,769 |
| PARTICIPANT EXPENSES | $421,024 | $421,024 | $0 |
All Other Expenses AllOtherExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $461,958 | TotalAmt |
| Program Services | $52,535 | ProgramServicesAmt |
| Management And General | $409,423 | ManagementAndGeneralAmt |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $27,590,896 | TotalAmt |
| Program Services | $20,890,252 | ProgramServicesAmt |
| Management And General | $6,700,644 | ManagementAndGeneralAmt |
| Fundraising | $0 | FundraisingAmt |
Savings And Temp Cash Invst SavingsAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $4,583,090 | BOYAmt |
| EOY | $4,109,308 | EOYAmt |
Accounts Receivable AccountsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,106,025 | BOYAmt |
| EOY | $1,349,467 | EOYAmt |
Inventories For Sale Or Use InventoriesForSaleOrUseGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $252,780 | BOYAmt |
| EOY | $0 | EOYAmt |
Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $344,713 | BOYAmt |
| EOY | $364,428 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Bldg Equip Cost Or Other Bss | $15,096,331 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $7,410,485 | LandBldgEquipAccumDeprecAmt |
Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $7,608,816 | BOYAmt |
| EOY | $7,685,846 | EOYAmt |
Investments Pub Traded Sec InvestmentsPubTradedSecGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $266,043,754 | BOYAmt |
| EOY | $212,595,411 | EOYAmt |
Other Assets Total OtherAssetsTotalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $2,204,714 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $279,939,178 | BOYAmt |
| EOY | $228,309,174 | EOYAmt |
Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $2,279,701 | BOYAmt |
| EOY | $2,850,176 | EOYAmt |
Mortg Notes Pybl Scrd Invst Prop MortgNotesPyblScrdInvstPropGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $2,170,140 | BOYAmt |
| EOY | $1,961,806 | EOYAmt |
Other Liabilities OtherLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $2,399,676 | BOYAmt |
| EOY | $4,337,302 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $6,849,517 | BOYAmt |
| EOY | $9,149,284 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization Follows FASB117 | Yes (X) | OrganizationFollowsFASB117Ind |
No Donor Restriction Net Assets NoDonorRestrictionNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $273,089,661 | BOYAmt |
| EOY | $218,743,969 | EOYAmt |
Donor Restriction Net Assets DonorRestrictionNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $415,921 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $273,089,661 | BOYAmt |
| EOY | $219,159,890 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $279,939,178 | BOYAmt |
| EOY | $228,309,174 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Reconcilation Revenue Expnss | -$1,837,207 | ReconcilationRevenueExpnssAmt |
| Net Unrlzd Gains Losses Invst | -$52,092,564 | NetUnrlzdGainsLossesInvstAmt |
| Other Changes In Net Assets | $0 | OtherChangesInNetAssetsAmt |
| Info In Schedule O Part XII | Yes (X) | InfoInScheduleOPartXIIInd |
| Method Of Accounting Accrual | Yes (X) | MethodOfAccountingAccrualInd |
| Accountant Compile Or Review | 0 | AccountantCompileOrReviewInd |
| FS Audited | Yes (1) | FSAuditedInd |
FS Audited Basis FSAuditedBasisGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Separate Basis Fincl Stmt | Yes (X) | SeparateBasisFinclStmtInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Audit Committee | Yes (1) | AuditCommitteeInd |
| Federal Grant Audit Required | Yes (1) | FederalGrantAuditRequiredInd |
| Federal Grant Audit Performed | Yes (1) | FederalGrantAuditPerformedInd |
Schedule A IRS990ScheduleA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Organization170 | Yes (X) | PublicOrganization170Ind |
Gifts Grants Contri Rcvd170 GiftsGrantsContriRcvd170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $9,341,992 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $10,588,194 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $9,175,888 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $8,286,511 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $8,939,607 | CurrentTaxYearAmt |
| Total | $46,332,192 | TotalAmt |
Total Calendar Year170 TotalCalendarYear170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $9,341,992 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $10,588,194 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $9,175,888 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $8,286,511 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $8,939,607 | CurrentTaxYearAmt |
| Total | $46,332,192 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Support Total170 | $46,332,192 | PublicSupportTotal170Amt |
Gross Investment Income170 GrossInvestmentIncome170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $8,390,874 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $7,007,563 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $5,613,087 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $15,815,688 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $8,767,708 | CurrentTaxYearAmt |
| Total | $45,594,920 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Support | $91,927,112 | TotalSupportAmt |
| Gross Receipts Rltd Activities | $23,277,648 | GrossReceiptsRltdActivitiesAmt |
| Public Support CY170 | 0.50400 | PublicSupportCY170Pct |
| Public Support PY170 | 0.52080 | PublicSupportPY170Pct |
| Thirty Thr Pct Suprt Tests CY170 | Yes (X) | ThirtyThrPctSuprtTestsCY170Ind |
Schedule B IRS990ScheduleB
Contributor Information ContributorInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | RESTRICTED | ContributorNum |
Contributor Business Name ContributorBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | RESTRICTED | BusinessNameLine1 |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | RESTRICTED | AddressLine1 |
| Address Line2 | RESTRICTED | AddressLine2 |
| City | RESTRICTED | City |
| State | RESTRICTED | State |
| ZIP Code | RESTRICTED | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | RESTRICTED | TotalContributionsAmt |
Schedule D IRS990ScheduleD
Land LandGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $715,242 | OtherCostOrOtherBasisAmt |
| Book Value | $715,242 | BookValueAmt |
Buildings BuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $12,724,664 | OtherCostOrOtherBasisAmt |
| Depreciation | $6,205,767 | DepreciationAmt |
| Book Value | $6,518,897 | BookValueAmt |
Equipment EquipmentGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $1,656,425 | OtherCostOrOtherBasisAmt |
| Depreciation | $1,204,718 | DepreciationAmt |
| Book Value | $451,707 | BookValueAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Land Buildings | $7,685,846 | TotalBookValueLandBuildingsAmt |
Other Liabilities Org OtherLiabilitiesOrgGrp (2 entries)
| DescDesc | AmtAmt |
|---|---|
| ADVANCES PAYABLE | $2,112,762 |
| RIGHT-OF-USE OPERATING LEASE LIABILITIES | $2,224,540 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Liability | $4,337,302 | TotalLiabilityAmt |
| Total Rev Etc Audited Fincl Stmt | -$26,526,720 | TotalRevEtcAuditedFinclStmtAmt |
| Net Unrealized Gains Invst | -$52,092,564 | NetUnrealizedGainsInvstAmt |
| Revenue Not Reported | -$52,092,564 | RevenueNotReportedAmt |
| Revenue Subtotal | $25,565,844 | RevenueSubtotalAmt |
| Investment Expenses Not Incld | $288,509 | InvestmentExpensesNotIncldAmt |
| Other Revenues Not Included | -$100,664 | OtherRevenuesNotIncludedAmt |
| Revenue Not Reported Fincl Stmt | $187,845 | RevenueNotReportedFinclStmtAmt |
| Total Revenue Per Form990 | $25,753,689 | TotalRevenuePerForm990Amt |
| Tot Expns Etc Audited Fincl Stmt | $27,403,051 | TotExpnsEtcAuditedFinclStmtAmt |
| Other Expenses Included | $100,664 | OtherExpensesIncludedAmt |
| Expenses Not Reported | $100,664 | ExpensesNotReportedAmt |
| Expenses Subtotal | $27,302,387 | ExpensesSubtotalAmt |
| Investment Expenses Not Incld2 | $288,509 | InvestmentExpensesNotIncld2Amt |
| Expenses Not Rpt Fincl Stmt | $288,509 | ExpensesNotRptFinclStmtAmt |
| Total Expenses Per Form990 | $27,590,896 | TotalExpensesPerForm990Amt |
Supplemental Information Detail SupplementalInformationDetail (2 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| PART XI, LINE 4B - OTHER ADJUSTMENTS: | RENTAL EXPENSE -100,664. |
| PART XII, LINE 2D - OTHER ADJUSTMENTS: | RENTAL EXPENSE 100,664. |
Schedule F IRS990ScheduleF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Records Maintained | 0 | GrantRecordsMaintainedInd |
Account Activities Outside US AccountActivitiesOutsideUSGrp (2 entries)
| RegionRegionTxt | OfficesOfficesCnt | EmployeeEmployeeCnt | Type Of Activities ConductedTypeOfActivitiesConductedTxt | Region Total ExpendituresRegionTotalExpendituresAmt |
|---|---|---|---|---|
| EUROPE (INCLUDING ICELAND & GREENLAND) - ALBANIA, ANDORRA, AUSTRIA, BELGIUM | 0 | 0 | RESEARCH GRANTS | $13,500 |
| NORTH AMERICA - CANADA AND MEXICO, BUT NOT THE UNITED STATES | 0 | 0 | RESEARCH GRANTS | $5,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Subtotal Offices | 0 | SubtotalOfficesCnt |
| Subtotal Employees | 0 | SubtotalEmployeesCnt |
| Continuation Total Office | 0 | ContinuationTotalOfficeCnt |
| Continuation Total Employee | 0 | ContinuationTotalEmployeeCnt |
| Total Office | 0 | TotalOfficeCnt |
| Total Employee | 0 | TotalEmployeeCnt |
| Subtotal Spent | $18,500 | SubtotalSpentAmt |
| Continuation Spent | $0 | ContinuationSpentAmt |
| Total Spent | $18,500 | TotalSpentAmt |
Foreign Individuals Grants ForeignIndividualsGrantsGrp (2 entries)
| Type Of AssistanceTypeOfAssistanceTxt | RegionRegionTxt | RecipientRecipientCnt | Cash GrantCashGrantAmt | Manner Of Cash DisbursementMannerOfCashDisbursementTxt |
|---|---|---|---|---|
| EARLY CAREER RESEARCH GRANT | NORTH AMERICA | 1 | $5,000 | WIRE TRANSFER |
| DISSERTATION AWARD | EUROPE | 2 | $3,500 | WIRE TRANSFER |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Transfer To Foreign Corp | 0 | TransferToForeignCorpInd |
| Interest In Foreign Trust | 0 | InterestInForeignTrustInd |
| Foreign Corp Ownership | 0 | ForeignCorpOwnershipInd |
| Passive Foreign Investmest Co | 0 | PassiveForeignInvestmestCoInd |
| Foreign Partnership | 0 | ForeignPartnershipInd |
| Boycott Countries | 0 | BoycottCountriesInd |
Supplemental Information Detail SupplementalInformationDetail (2 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| PART I, LINE 2: | RECIPIENTS OF EARLY CAREER RESEARCH GRANTS AGREE TO DO THE FOLLOWING: PREPARE AND SUBMIT A WORKING PAPER BASED ON THE FUNDED RESEARCH, PREPARE A 1,500 WORD, NON-TECHNICAL SYNOPSIS OF THE RESEARCH, AND SUBMIT THE PAPER TO A PEER-REVIEWED JOURNAL. |
| PART III ACCOUNTING METHOD: |
Schedule I IRS990ScheduleI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Records Maintained | Yes (1) | GrantRecordsMaintainedInd |
Recipient Table RecipientTable (6 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | Recipient EINRecipientEIN | IRC SectionIRCSectionDesc | Cash GrantCashGrantAmt | Non Cash AssistanceNonCashAssistanceAmt | Valuation Method UsedValuationMethodUsedDesc | Non Cash AssistanceNonCashAssistanceDesc | Purpose Of GrantPurposeOfGrantTxt | Address Line2USAddress/AddressLine2Txt |
|---|---|---|---|---|---|---|---|---|---|---|---|
| KALAMAZOO REGIONAL EDUCATIONAL SERVICE AGENCY | |||||||||||
| 1819 EAST MILHAM AVENUE | PORTAGE | MI | 49002 | 382478137 | 501(C)(3) | $3,149,858 | $0 | N/A | N/A | PROGRAM ASSISTANCE | |
| MICHIGAN STATE AFL-CIO WORKFORCE DEVELOPMENT INSTITUTE | |||||||||||
| 419 SOUTH WASHINGTON SQUARE SUITE | LANSING | MI | 48933 | 382795791 | 501(C)(3) | $1,327,831 | $0 | N/A | N/A | PROGRAM ASSISTANCE | 200 |
| WOMAN'S CO-OP | |||||||||||
| 2055 EAST COLUMBIA AVENUE | BATTLE CREEK | MI | 49014 | 262699012 | 501(C)(3) | $77,687 | $0 | N/A | N/A | PROGRAM ASSISTANCE | |
| THE URBAN INSTITUTE | |||||||||||
| 500 LENFANTPLZ SW | WASHINGTON | DC | 20024 | 520880375 | 501(C)(3) | $10,539 | $0 | N/A | N/A | PROGRAM ASSISTANCE | |
| GEORGIA STATE UNIVERSITY RESEARCH FOUNDATION INC | |||||||||||
| 58 EDGEWOOD AVENUE 3RD FLOOR | ATLANTA | GA | 30303 | 581845423 | 501(C)(3) | $10,000 | $0 | N/A | N/A | INVESTING IN COMMUNITY RESEARCH GRANT | |
| NEW LEVEL SPORTS MINISTRIES | |||||||||||
| 400 WEST MICHIGAN AVENUE | BATTLE CREEK | MI | 49037 | 010582339 | 501(C)(3) | $30,000 | $0 | N/A | N/A | GRANT FOR YOUTH VILLAGE GENERAL OPERATIONS | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total501c3 Org | 6 | Total501c3OrgCnt |
| Total Other Org | 0 | TotalOtherOrgCnt |
Grants Other Asst To Indiv In US GrantsOtherAsstToIndivInUSGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Type | RESEARCH GRANT | GrantTypeTxt |
| Recipient | 10 | RecipientCnt |
| Cash Grant | $46,000 | CashGrantAmt |
| Valuation Method Used | N/A | ValuationMethodUsedDesc |
| Non Cash Assistance | N/A | NonCashAssistanceDesc |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | PART I, LINE 2: | FormAndLineReferenceDesc |
| Explanation | ALL GRANT RECIPIENTS RESPONSIBLE FOR SERVICES AND PROGRAMMING UNDER THE CONTROL OF THE INSTITUTE PARTICIPATE IN AN ANNUAL ON-SITE MONITORING OF THEIR PROGRAM EXPENSES AND FISCAL POLICIES AND PROCEDURES TO ASSURE COMPLIANCE WITH FEDERAL, STATE, AND LOCAL POLICIES, FUND SOURCE REQUIREMENTS, GENERALLY ACCEPTED ACCOUNTING PRINCIPLES, AND SUBCONTRACT SPECIFICATIONS. MONITORING PROCEDURES INCLUDE DESKTOP REVIEWS OF INVOICES, TIMESHEETS, AND OTHER SUPPORTING DOCUMENTATION NECESSARY TO SUBSTANTIATE EXPENSES INCURRED. | ExplanationTxt |
Schedule J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| Compensation Committee | Yes (X) | CompensationCommitteeInd |
| Form990 Of Other Organizations | Yes (X) | Form990OfOtherOrganizationsInd |
| Compensation Survey | Yes (X) | CompensationSurveyInd |
| Board Or Committee Approval | Yes (X) | BoardOrCommitteeApprovalInd |
| Severance Payment | 0 | SeverancePaymentInd |
| Supplemental Nonqual Rtr Plan | 0 | SupplementalNonqualRtrPlanInd |
| Equity Based Comp Arrngm | 0 | EquityBasedCompArrngmInd |
| Comp Based On Revenue Of Flng Org | 0 | CompBasedOnRevenueOfFlngOrgInd |
| Comp Bsd On Rev Related Orgs | 0 | CompBsdOnRevRelatedOrgsInd |
| Comp Bsd Net Earns Flng Org | 0 | CompBsdNetEarnsFlngOrgInd |
| Comp Bsd Net Earns Rltd Orgs | 0 | CompBsdNetEarnsRltdOrgsInd |
| Any Non Fixed Payments | 0 | AnyNonFixedPaymentsInd |
| Initial Contract Exception | 0 | InitialContractExceptionInd |
Rltd Org Officer Trst Key Empl RltdOrgOfficerTrstKeyEmplGrp (9 entries)
| TitleTitleTxt | Base Compensation Filing OrgBaseCompensationFilingOrgAmt | Compensation Based On Rltd OrgsCompensationBasedOnRltdOrgsAmt | Bonus Filing OrganizationBonusFilingOrganizationAmount | Bonus Related OrganizationsBonusRelatedOrganizationsAmt | Other Compensation Filing OrgOtherCompensationFilingOrgAmt | Other Compensation Rltd OrgsOtherCompensationRltdOrgsAmt | Deferred Compensation Flng OrgDeferredCompensationFlngOrgAmt | Deferred Comp Rltd OrgsDeferredCompRltdOrgsAmt | Nontaxable Benefits Filing OrgNontaxableBenefitsFilingOrgAmt | Nontaxable Benefits Rltd OrgsNontaxableBenefitsRltdOrgsAmt | Total Compensation Filing OrgTotalCompensationFilingOrgAmt | Total Compensation Rltd OrgsTotalCompensationRltdOrgsAmt | Comp Report Prior990 Filing OrgCompReportPrior990FilingOrgAmt | Comp Report Prior990 Rltd OrgsCompReportPrior990RltdOrgsAmt |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| MICHAEL HORRIGAN | ||||||||||||||
| PRESIDENT | $388,890 | $0 | $175 | $0 | $0 | $0 | $36,660 | $0 | $528 | $0 | $426,253 | $0 | $0 | $0 |
| SUSAN N HOUSEMAN | ||||||||||||||
| VP & DIRECTOR OF RESEARCH | $314,896 | $0 | $650 | $0 | $0 | $0 | $36,600 | $0 | $23,624 | $0 | $375,770 | $0 | $0 | $0 |
| TIMOTHY BARTIK | ||||||||||||||
| SENIOR RESEARCHER | $274,031 | $0 | $650 | $0 | $0 | $0 | $32,884 | $0 | $18,594 | $0 | $326,159 | $0 | $0 | $0 |
| RANDALL EBERTS | ||||||||||||||
| SENIOR RESEARCHER | $263,360 | $0 | $600 | $0 | $0 | $0 | $31,603 | $0 | $18,486 | $0 | $314,049 | $0 | $0 | $0 |
| CHRISTOPHER O'LEARY | ||||||||||||||
| SENIOR RESEARCHER | $238,054 | $0 | $650 | $0 | $0 | $0 | $28,525 | $0 | $23,624 | $0 | $290,853 | $0 | $0 | $0 |
| BRAD HERSHBEIN | ||||||||||||||
| SR RESEARCHER / DEPUTY | $225,477 | $0 | $350 | $0 | $0 | $0 | $27,039 | $0 | $8,336 | $0 | $261,202 | $0 | $0 | $0 |
| BRIAN ASQUITH | ||||||||||||||
| RESEARCHER | $166,599 | $0 | $200 | $0 | $0 | $0 | $19,992 | $0 | $24,014 | $0 | $210,805 | $0 | $0 | $0 |
| DONALD EDGERLY | ||||||||||||||
| CHIEF ADMINISTRATIVE OFFIC | $157,086 | $0 | $350 | $0 | $0 | $0 | $18,832 | $0 | $23,813 | $0 | $200,081 | $0 | $0 | $0 |
| KATHY BREYFOGLE | ||||||||||||||
| CHIEF FINANCIAL OFFICER | $170,411 | $0 | $150 | $0 | $0 | $0 | $16,365 | $0 | $8,336 | $0 | $195,262 | $0 | $0 | $0 |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (6 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| FORM 990, PART VI, SECTION A, LINE 2 | DONALD R. PARFET, CHAIRMAN OF THE BOARD AND SYDNEY PARFET, TRUSTEE, 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 15 | 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 JANUARY OF 2020. |
| 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. |