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← MORGRIDGE INSTITUTE FOUNDATION INC

Form 990 for tax year 2023

Filed by MORGRIDGE INSTITUTE FOUNDATION INC.

Totals

Total revenue
$44,197,120
Total expenses
$21,840,912
Contributions and grants received
$25,851,740
Grants paid
$19,798,141
Program services expenses (Part IX)
$19,798,141
Management and general expenses
$2,042,771
Fundraising expenses
$0
Program service expenses (Part III)
$19,798,141

Program services were 90.6% of total expenses calculated — Part IX's program-services column over total expenses, both as filed.

Listed in Part VII

  • BRAD SCHWARTZ

    CEO/TRUSTEE

    Total calculated
    $572,235
    From this org
    $0
    From related orgs
    $521,700
    Other
    $50,535
    Hours/week
    0.25 + 40 related

    Schedule J breakdown matched by us

    Base
    $0 + $451,863 related
    Bonus
    $0 + $69,837 related
    Other
    $0
    Deferred
    $0 + $34,248 related
    Nontaxable benefits
    $0 + $16,287 related
    Filer's total
    $0 + $572,235 related

  • KATHI STANEK

    CFO/COO/TREASURER

    Total calculated
    $388,492
    From this org
    $0
    From related orgs
    $339,900
    Other
    $48,592
    Hours/week
    0.25 + 40 related

    Schedule J breakdown matched by us

    Base
    $0 + $339,900 related
    Bonus
    $0
    Other
    $0
    Deferred
    $0 + $24,848 related
    Nontaxable benefits
    $0 + $23,744 related
    Filer's total
    $0 + $388,492 related

  • BRIAN MATTMILLER

    CHIEF COMMUNICATIONS OFF./SECRETARY

    Total calculated
    $266,092
    From this org
    $0
    From related orgs
    $218,247
    Other
    $47,845
    Hours/week
    0.25 + 40 related

    Schedule J breakdown matched by us

    Base
    $0 + $218,247 related
    Bonus
    $0
    Other
    $0
    Deferred
    $0 + $24,101 related
    Nontaxable benefits
    $0 + $23,744 related
    Filer's total
    $0 + $266,092 related

  • JACQUELYN FREDRICK

    TRUSTEE/CHAIR

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

  • MARY BURKE

    TRUSTEE

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

  • JOHN BURRIS

    TRUSTEE

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

  • HARVEY COHEN

    TRUSTEE

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

  • JAMES DAHLBERG

    TRUSTEE

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

  • ERIK IVERSON

    TRUSTEE

    Total calculated
    $15,000
    From this org
    $0
    From related orgs
    $15,000
    Other
    $0
    Hours/week
    0.25 + 4 related

  • DEBORAH KELLER

    TRUSTEE

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

  • PATRICIA LIPTON

    TRUSTEE

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

  • JOHN NEIS

    TRUSTEE

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

  • THOMAS PYLE JR

    TRUSTEE

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

  • WINSLOW L SARGEANT

    TRUSTEE

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

  • TESS MORGRIDGE GARDNER

    TRUSTEE

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

  • ERIC MORGRIDGE

    TRUSTEE

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

  • THOMAS KRUMMEL

    TRUSTEE (UNTIL 2/2024)

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

  • FRED ROBERTSON

    TRUSTEE/VICE CHAIR

    Total calculated
    $0
    Hours/week
    0.25 + 2 related

  • JOHN MORGRIDGE

    TRUSTEE

    Total calculated
    $0
    Hours/week
    0.25 + 2 related

  • TASHIA MORGRIDGE

    TRUSTEE

    Total calculated
    $0
    Hours/week
    0.25 + 2 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 — 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

None.

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

The filer's explanations (Part III)

PART I, LINE 3
THE PROCESS FOR ESTABLISHING COMPENSATION FOR THE CEO/EXECUTIVE DIRECTOR IS CONDUCTED BY THE MORGRIDGE INSTITUTE FOR RESEARCH, A RELATED ORGANIZATION. THE PROCESS FOR ESTABLISHING COMPENSATION FOR THE CFO/COO IS CONDUCTED BY THE MORGRIDGE INSTITUTE FOR RESEARCH, A RELATED ORGANIZATION. THE PROCESS FOR ESTABLISHING COMPENSATION FOR THE CHIEF COMMUNICATIONS OFFICER/SECRETARY IS CONDUCTED BY THE MORGRIDGE INSTITUTE FOR RESEARCH, A RELATED ORGANIZATION.

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
2023
Filed
6 November 2024
IRS schema version
2023v5.1
Source object
202423199349308107

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

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