W E UPJOHN UNEMPLOYMENT TRUSTEE

KALAMAZOO, MI, 49007 (269) 343-5541 Est. 1932 EIN 38-1360419
J220 - Employment 990 - Public charity return 501(c)(3)
www.upjohn.org

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.

Giving Portfolio

Total Grants
53
Total Giving
$25.3M
Recipients
53
Years Active
2018 - 2025
Avg grant: $691,317 Median: $67,200

Yearly Trends

YearGrantsTotal Giving Avg GrantNewRepeat
202514$3.7M $261K104
202410$350K $35K82
202312$4.6M $387K75
20226$4.6M $768K42
20213$4.4M $1.5M03
20204$4.4M $1.1M22
20184$3.3M $828K40

Sectors Funded

Education
17
Employment
6
Human Services
6
Youth Development
3
Community Improvement
3
Social Science
2
Recreation & Sports
1
Arts, Culture & Humanities
1
and 1 more sectors

Top States

Michigan
31
New York
5
California
4
District of Columbia
2
Minnesota
1
Washington
1
Massachusetts
1
Illinois
1
and 5 more states

Grantee Size Profile

Over $50M
11
$1M - $5M
9
$500K - $1M
8
$10M - $50M
7
$100K - $500K
4
Under $100K
1

Top Grantees

Page 1 of 3
$13.8M
MI - 2 grants
$310K
MI - 2 grants
$275K
UNIVERSITY OF MINNESOTA
MN
$187K
UNIVERSITY OF WASHINGTON
WA
$140K

Grants Awarded · 45 grants

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Financials

Total Revenue
$29,504,597
Total Expenses
$29,514,542
Net Assets
$292,358,653
155 employees 9 volunteers
From latest filing (tax period ending 2025-12-31)

Financial Health

Operating Reserve
9.9 years Healthy
Net assets / monthly expenses
Year-over-Year Change
Revenue ↓ 70.0%
Expenses ↓ 5.3%
Revenue Sources
Contributions 34.3% Earned revenue 38.5% Investment 27.3%
Expense Breakdown
Program 75.2% Management 24.8%

Officers & Trustees (19)

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Filing History (7 filings)

YearRevenueExpensesNet Assets
2025 990 - Public charity return
Jan 1, 2025 to Dec 31, 2025
$29,504,597 ↓$29,514,542$292,358,653
2024 990 - Public charity return
Jan 1, 2024 to Dec 31, 2024
$98,319,707 ↑$31,176,536$260,569,365
2023 990 - Public charity return
Jan 1, 2023 to Dec 31, 2023
$24,793,042 ↓$29,934,192$240,712,397
2022 990 - Public charity return
Jan 1, 2022 to Dec 31, 2022
$25,753,689 ↓$27,590,896$219,159,890
2021 990 - Public charity return
Jan 1, 2021 to Dec 31, 2021
$28,869,507 ↑$22,140,302$273,089,661
2020 990 - Public charity return
Jan 1, 2020 to Dec 31, 2020
$18,581,790 ↓$21,640,579$238,324,770
2018 990 - Public charity return
Jan 1, 2018 to Dec 31, 2018
$25,240,729 $20,208,870$190,431,005

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EIN: 38-1360419 · Source: IRS Form 990 e-file data