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Nonprofiteer
← MORGRIDGE INSTITUTE FOR RESEARCHINC

Form 990 for tax year 2024

Filed by MORGRIDGE INSTITUTE FOR RESEARCHINC.

Totals

Total revenue
$78,378,897
Total expenses
$37,276,559
Contributions and grants received
$78,122,274
Grants paid
$1,311,424
Program service revenue
$42,300
Investment income
$15,451
Other revenue
$198,872
Total assets, end of year
$81,240,978
Total liabilities, end of year
$7,210,833
Net assets or fund balances, end of year
$74,030,145
Program services expenses (Part IX)
$26,103,479
Management and general expenses
$10,100,246
Fundraising expenses
$1,072,834
Program service expenses (Part III)
$26,103,479

Program services were 70.0% of total expenses calculated — Part IX's program-services column over total expenses, both as filed.

Listed in Part VII

  • ERIK IVERSON

    TRUSTEE

    Total calculated
    $1,032,701
    From this org
    $15,000
    From related orgs
    $799,362
    Other
    $218,339
    Hours/week
    4 + 40.25 related

    Schedule J breakdown matched by us

    Base
    $15,000 + $564,262 related
    Bonus
    $0 + $235,100 related
    Other
    $0
    Deferred
    $0 + $167,009 related
    Nontaxable benefits
    $0 + $51,330 related
    Filer's total
    $15,000 + $1,017,701 related

  • BRAD SCHWARTZ

    CEO/TRUSTEE

    Total calculated
    $594,568
    From this org
    $541,397
    From related orgs
    $0
    Other
    $53,171
    Hours/week
    40 + 0.25 related

    Schedule J breakdown matched by us

    Base
    $469,116
    Bonus
    $72,281
    Other
    $0
    Deferred
    $37,140
    Nontaxable benefits
    $16,031
    Filer's total
    $594,568

  • JOHN BURRIS

    TRUSTEE

    Total calculated
    $15,000
    From this org
    $15,000
    From related orgs
    $0
    Other
    $0
    Hours/week
    2 + 0.25 related

  • HARVEY COHEN

    TRUSTEE

    Total calculated
    $15,000
    From this org
    $15,000
    From related orgs
    $0
    Other
    $0
    Hours/week
    2 + 0.25 related

  • JAMES DAHLBERG

    TRUSTEE

    Total calculated
    $15,000
    From this org
    $15,000
    From related orgs
    $0
    Other
    $0
    Hours/week
    2 + 0.25 related

  • JOHN DURANT

    TRUSTEE

    Total calculated
    $6,000
    From this org
    $6,000
    From related orgs
    $0
    Other
    $0
    Hours/week
    2 + 0.25 related

  • GREGG FERGUS

    TRUSTEE

    Total calculated
    $10,000
    From this org
    $10,000
    From related orgs
    $0
    Other
    $0
    Hours/week
    2 + 0.25 related

  • JACQUELYN FREDRICK

    TRUSTEE/CHAIR

    Total calculated
    $15,000
    From this org
    $15,000
    From related orgs
    $0
    Other
    $0
    Hours/week
    2 + 0.25 related

  • TESS MORGRIDGE GARDNER

    TRUSTEE

    Total calculated
    $15,000
    From this org
    $15,000
    From related orgs
    $0
    Other
    $0
    Hours/week
    2 + 0.25 related

  • ERIC MORGRIDGE

    TRUSTEE

    Total calculated
    $15,000
    From this org
    $15,000
    From related orgs
    $0
    Other
    $0
    Hours/week
    2 + 0.25 related

  • JOHN MORGRIDGE

    TRUSTEE

    Total calculated
    $0
    Hours/week
    2 + 0.25 related

  • TASHIA MORGRIDGE

    TRUSTEE

    Total calculated
    $0
    Hours/week
    2 + 0.25 related

  • JOHN NEIS

    TRUSTEE

    Total calculated
    $15,000
    From this org
    $15,000
    From related orgs
    $0
    Other
    $0
    Hours/week
    2 + 0.25 related

  • THOMAS PYLE JR

    TRUSTEE

    Total calculated
    $10,000
    From this org
    $10,000
    From related orgs
    $0
    Other
    $0
    Hours/week
    2 + 0.25 related

  • FRED ROBERTSON

    TRUSTEE/VICE CHAIR

    Total calculated
    $0
    Hours/week
    2 + 0.25 related

  • WINSLOW L SARGEANT

    TRUSTEE

    Total calculated
    $42,000
    From this org
    $15,000
    From related orgs
    $27,000
    Other
    $0
    Hours/week
    2 + 0.25 related

  • KATHI STANEK

    CFO/COO/TREASURER

    Total calculated
    $403,653
    From this org
    $353,448
    From related orgs
    $0
    Other
    $50,205
    Hours/week
    40 + 0.25 related

    Schedule J breakdown matched by us

    Base
    $353,448
    Bonus
    $0
    Other
    $0
    Deferred
    $26,807
    Nontaxable benefits
    $23,398
    Filer's total
    $403,653

  • BRIAN MATTMILLER

    CHIEF COMMUNICATIONS OFF./SECRETARY

    Total calculated
    $276,025
    From this org
    $227,516
    From related orgs
    $0
    Other
    $48,509
    Hours/week
    40 + 0.25 related

    Schedule J breakdown matched by us

    Base
    $227,516
    Bonus
    $0
    Other
    $0
    Deferred
    $25,111
    Nontaxable benefits
    $23,398
    Filer's total
    $276,025

  • WILLIAM SWISHER JR

    CHIEF DEVELOPMENT OFFICER

    Total calculated
    $359,164
    From this org
    $303,350
    From related orgs
    $0
    Other
    $55,814
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $303,350
    Bonus
    $0
    Other
    $0
    Deferred
    $31,574
    Nontaxable benefits
    $24,240
    Filer's total
    $359,164

  • RANDY BARTELS

    DIRECTOR OF HUMAN RESOURCES

    Total calculated
    $427,752
    From this org
    $367,241
    From related orgs
    $0
    Other
    $60,511
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $367,241
    Bonus
    $0
    Other
    $0
    Deferred
    $36,271
    Nontaxable benefits
    $24,240
    Filer's total
    $427,752

  • DOUG EKLUND

    CONTROLLER

    Total calculated
    $222,564
    From this org
    $191,075
    From related orgs
    $0
    Other
    $31,489
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $191,075
    Bonus
    $0
    Other
    $0
    Deferred
    $15,359
    Nontaxable benefits
    $16,130
    Filer's total
    $222,564

  • MELISSA SKALA

    LEAD INVESTIGATOR

    Total calculated
    $351,595
    From this org
    $297,345
    From related orgs
    $0
    Other
    $54,250
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $297,345
    Bonus
    $0
    Other
    $0
    Deferred
    $30,506
    Nontaxable benefits
    $23,744
    Filer's total
    $351,595

  • RONALD STEWART

    ASSOCIATE DIRECTOR - BIOINFORMATICS

    Total calculated
    $248,481
    From this org
    $209,349
    From related orgs
    $0
    Other
    $39,132
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $209,349
    Bonus
    $0
    Other
    $0
    Deferred
    $23,002
    Nontaxable benefits
    $16,130
    Filer's total
    $248,481

  • PAUL AHLQUIST

    LEAD INVESTIGATOR

    Total calculated
    $271,414
    From this org
    $230,118
    From related orgs
    $0
    Other
    $41,296
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $230,118
    Bonus
    $0
    Other
    $0
    Deferred
    $25,265
    Nontaxable benefits
    $16,031
    Filer's total
    $271,414

  • DEBORAH KELLER

    FORMER TRUSTEE

    Total calculated
    $43,000
    From this org
    $10,000
    From related orgs
    $33,000
    Other
    $0
    Hours/week
    0

    Schedule J breakdown matched by us

    Base
    $10,000 + $33,000 related
    Bonus
    $0
    Other
    $0
    Deferred
    $0
    Nontaxable benefits
    $0
    Filer's total
    $10,000 + $33,000 related

  • PATRICIA LIPTON

    FORMER TRUSTEE

    Total calculated
    $16,000
    From this org
    $10,000
    From related orgs
    $6,000
    Other
    $0
    Hours/week
    0

    Schedule J breakdown matched by us

    Base
    $10,000 + $6,000 related
    Bonus
    $0
    Other
    $0
    Deferred
    $0
    Nontaxable benefits
    $0
    Filer's total
    $10,000 + $6,000 related

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 · Independent compensation consultant
  • 3 · Compensation survey or study
  • 3 · Approval by the board or compensation committee
  • 4b · Supplemental nonqualified retirement plan

Answered no

  • 4a · Severance or change-of-control payment
  • 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

The filer's explanations (Part III)

PART I, LINE 4B
THE FOLLOWING INDIVIDUAL PARTICIPATES IN A 457(F) PLAN AND THE AMOUNT IS THE CONTRIBUTION TO THE PLAN DURING 2024: ERIK IVERSON: $58,078

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

Related organizations on this return

Schedule R Part II: tax-exempt organizations related to the filer by control. It does not record shared board members or money.

Provenance

Return type
form_990
Tax year
2024
Filed
10 November 2025
IRS schema version
2024v5.2
Source object
202533179349308928

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

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