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Nonprofiteer
← MORGRIDGE INSTITUTE FOR RESEARCHINC

Form 990 for tax year 2022

Filed by MORGRIDGE INSTITUTE FOR RESEARCHINC.

Totals

Total revenue
$26,189,437
Total expenses
$28,100,888
Contributions and grants received
$26,024,399
Grants paid
$1,394,317
Program services expenses (Part IX)
$18,152,059
Management and general expenses
$8,921,757
Fundraising expenses
$1,027,072
Program service expenses (Part III)
$18,152,059

Program services were 64.6% 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
    $807,995
    From this org
    $15,000
    From related orgs
    $695,303
    Other
    $97,692
    Hours/week
    4 + 40.25 related

    Schedule J breakdown matched by us

    Base
    $15,000 + $518,728 related
    Bonus
    $0 + $176,575 related
    Other
    $0
    Deferred
    $0 + $49,810 related
    Nontaxable benefits
    $0 + $47,882 related
    Filer's total
    $15,000 + $792,995 related

  • BRAD SCHWARTZ

    CEO/TRUSTEE

    Total calculated
    $530,255
    From this org
    $481,873
    From related orgs
    $0
    Other
    $48,382
    Hours/week
    40 + 0.25 related

    Schedule J breakdown matched by us

    Base
    $437,106
    Bonus
    $44,767
    Other
    $0
    Deferred
    $32,826
    Nontaxable benefits
    $15,556
    Filer's total
    $530,255

  • PATRICIA LIPTON

    TRUSTEE

    Total calculated
    $39,000
    From this org
    $15,000
    From related orgs
    $24,000
    Other
    $0
    Hours/week
    2 + 3.25 related

  • DEBORAH KELLER

    TRUSTEE

    Total calculated
    $39,000
    From this org
    $15,000
    From related orgs
    $24,000
    Other
    $0
    Hours/week
    2 + 2.25 related

  • WINSLOW L SARGEANT

    TRUSTEE

    Total calculated
    $39,000
    From this org
    $15,000
    From related orgs
    $24,000
    Other
    $0
    Hours/week
    2 + 2.25 related

  • MARY BURKE

    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

  • 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

  • JOHN NEIS

    TRUSTEE

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

  • JOHN BURRIS

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

  • THOMAS KRUMMEL

    TRUSTEE

    Total calculated
    $5,000
    From this org
    $5,000
    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

  • FRED ROBERTSON

    TRUSTEE/VICE CHAIR

    Total calculated
    $0
    Hours/week
    2 + 0.25 related

  • TESS MORGRIDGE GARDNER

    TRUSTEE

    Total calculated
    $0
    Hours/week
    2 + 0.25 related

  • ERIC MORGRIDGE

    TRUSTEE

    Total calculated
    $0
    Hours/week
    2 + 0.25 related

  • KATHI STANEK

    CFO/COO/TREASURER

    Total calculated
    $374,940
    From this org
    $328,716
    From related orgs
    $0
    Other
    $46,224
    Hours/week
    40 + 0.25 related

    Schedule J breakdown matched by us

    Base
    $328,716
    Bonus
    $0
    Other
    $0
    Deferred
    $23,526
    Nontaxable benefits
    $22,698
    Filer's total
    $374,940

  • BRIAN MATTMILLER

    CHIEF COMMUNICATIONS OFF./SECRETARY

    Total calculated
    $241,072
    From this org
    $196,597
    From related orgs
    $0
    Other
    $44,475
    Hours/week
    40 + 0.25 related

    Schedule J breakdown matched by us

    Base
    $196,597
    Bonus
    $0
    Other
    $0
    Deferred
    $21,777
    Nontaxable benefits
    $22,698
    Filer's total
    $241,072

  • JAMES A THOMSON

    DIR REGENERATIVE BIOLOGY

    Total calculated
    $410,239
    From this org
    $406,692
    From related orgs
    $0
    Other
    $3,547
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $406,692
    Bonus
    $0
    Other
    $0
    Deferred
    $3,547
    Nontaxable benefits
    $0
    Filer's total
    $410,239

  • WILLIAM SWISHER JR

    CHIEF DEVELOPMENT OFFICER

    Total calculated
    $335,092
    From this org
    $283,039
    From related orgs
    $0
    Other
    $52,053
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $283,039
    Bonus
    $0
    Other
    $0
    Deferred
    $28,537
    Nontaxable benefits
    $23,516
    Filer's total
    $335,092

  • MELISSA SKALA

    LEAD INVESTIGATOR

    Total calculated
    $305,483
    From this org
    $257,129
    From related orgs
    $0
    Other
    $48,354
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $257,129
    Bonus
    $0
    Other
    $0
    Deferred
    $26,526
    Nontaxable benefits
    $21,828
    Filer's total
    $305,483

  • PAUL AHLQUIST

    LEAD INVESTIGATOR

    Total calculated
    $253,448
    From this org
    $214,256
    From related orgs
    $0
    Other
    $39,192
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $214,256
    Bonus
    $0
    Other
    $0
    Deferred
    $23,537
    Nontaxable benefits
    $15,655
    Filer's total
    $253,448

  • RONALD STEWART

    ASSOCIATE DIRECTOR - BIOIN

    Total calculated
    $231,518
    From this org
    $194,434
    From related orgs
    $0
    Other
    $37,084
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $194,434
    Bonus
    $0
    Other
    $0
    Deferred
    $21,429
    Nontaxable benefits
    $15,655
    Filer's total
    $231,518

  • JILL WALDER

    DIRECTOR OF HUMAN RESOURCES

    Total calculated
    $211,126
    From this org
    $169,564
    From related orgs
    $0
    Other
    $41,562
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $169,564
    Bonus
    $0
    Other
    $0
    Deferred
    $18,864
    Nontaxable benefits
    $22,698
    Filer's total
    $211,126

  • DOUG EKLUND

    CONTROLLER

    Total calculated
    $205,579
    From this org
    $175,752
    From related orgs
    $0
    Other
    $29,827
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $175,752
    Bonus
    $0
    Other
    $0
    Deferred
    $14,172
    Nontaxable benefits
    $15,655
    Filer's total
    $205,579

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

  • 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 2022: ERIK IVERSON: $53,696

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
2022
Filed
10 November 2023
IRS schema version
2022v5.0
Source object
202303199349311780

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

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