- Revenue 2024
- $78,378,897
- Expenses 2024
- $37,276,559
Program services were 70.0% of total expenses calculated — Part IX's program-services column over total expenses, both as filed.
As filed
- Subsection
- 03
- NTEE code
- E20
- Classification
- 1000
- Street
- 330 N ORCHARD ST
These codes are the IRS's own and are shown exactly as filed. What each one means is in the Business Master File documentation (opens in a new tab).
Other organizations at this address
1 other organization in the IRS Business Master File lists the same street address. matched by us
We match the street line and ZIP code as the IRS gives them, ignoring case and outer spaces and nothing else, so "AVE" and "AVENUE" count as different streets and this list can miss some. A shared address can mean related organizations or a shared office, but it can also be a registered agent, a mail drop or a service provider holding mail for unrelated clients. It is not, by itself, evidence that two organizations are connected.
-
MORGRIDGE INSTITUTE FOUNDATION INC
EIN 82-2760376
Mission and programs · 2024
Mission
OUR MISSION IS TO IMPROVE HUMAN HEALTH BY CONDUCTING, ENABLING AND TRANSLATING INNOVATIVE, INTERDISCIPLINARY BIOMEDICAL RESEARCH IN PARTNERSHIP WITH THE UNIVERSITY OF WISCONSIN-MADISON AND OTHERS, BY LEVERAGING OUR COLLECTIVE STRENGTH IN RESEARCH AND EDUCATION.OUR VISION IS TO SOLVE MAJOR CHALLENGES TO HUMAN HEALTH BY SERVING AS AN INTERDISCIPLINARY RESEARCH CENTER AND COLLABORATIVE HUB THAT ENABLES INVESTIGATORS TO ADDRESS AND ANSWER FUNDAMENTAL BIOMEDICAL QUESTIONS.WE ENVISION USING OUR PRIVATE STATUS AND STREAMLINED ORGANIZATIONAL STRUCTURE TO RESPOND NIMBLY TO EMERGING OPPORTUNITIES. IN PARTNERSHIP WITH AN OUTSTANDING PUBLIC RESEARCH UNIVERSITY WE WILL SYNERGISTICALLY ENHANCE OUR COLLECTIVE STRENGTHS.THROUGH COMMUNITY ENGAGEMENT WE WILL PROMOTE BETTER UNDERSTANDING OF THE HEALTH BENEFITS OF BIOMEDICAL RESEARCH.
Activities or mission (Part I)
RESEARCH INSTITUTE TO SUPPORT MEDICAL RESEARCH AND EDUCATION AT THE UNIVERSITY OF WISCONSIN-MADISON IN CONJUNCTION WITH THE UNIVERSITY OF WISCONSIN HOSPITALS AND CLINICS AUTHORITY. THE PRIMARY PURPOSES FOR THE INSTITUTE ARE AS FOLLOWS:1) COLLABORATION - SPARK RESEARCH COLLABORATIONS ACROSS THE SCIENCES AND THE UW-HOSPITAL THAT ACCELERATE BREAKTHROUGH DISCOVERIES TO IMPROVE HUMAN HEALTH.2) INTERACTION - FOSTER INTERACTION BETWEEN PUBLIC AND PRIVATE RESEARCH THAT BREAKS DOWN BARRIERS BETWEEN RESEARCHERS, LABS AND SCIENTIFIC DISCIPLINES.
-
BIOMEDICAL IMAGING: ADVANCING TECHNOLOGIES TO BETTER DIAGNOSE, TREAT AND PREVENT DISEASE- TRANSIENT LIGHTING FOR SURGERY: DEVELOPMENT OF A RAPID-SWITCH LIGHTING SYSTEM THAT PROVIDES FULL LIGHT IN THE OPERATING ROOM, WHILE PROTECTING LIGHT-SENSITIVE FLUORESCENCE IMAGES OF USE TO SURGEONS.- BETTER CT IMAGES: DEVELOPING A MULTI-SOURCE X-RAY TUBE FOR COMPUTED TOMOGRAPHY (CT) - ONE OF THE MOST WIDELY USED TOOLS TO IMAGE DISEASE - TO ENABLE FASTER IMAGING, DOSE REDUCTION, AND IMPROVED IMAGE QUALITY.- IMPROVED BREAST CANCER TRACKING: CREATING AN IMAGING SYSTEM TO TRACK BREAST CANCER BASED ON ALIGNMENT OF COLLAGEN FIBERS, WHICH ARE BIOMARKERS FOR BREAST CANCER METASTASIS.
Expenses $7,410,908 · Grants $211,277 · Revenue $37,500
-
REGENERATIVE BIOLOGY: UNDERSTANDING AND DIRECTING CELLULAR FATES TO IMPROVE HEALTH- CREATE PHYSIOLOGICALLY STABLE, SAFE AND FUNCTIONAL CELLS TO BETTER UNDERSTAND THE HUMAN BODY.- APPLY KNOWLEDGE ABOUT CELLULAR GENERATION FOR APPLICATION IN PREVENTION AND TREATMENT OF DEGENERATIVE DISEASES.- APPLY KNOWLEDGE TO DEVELOP AND TAILOR DRUGS FOR SPECIFIC NEEDS.
Expenses $5,994,162 · Revenue $4,800
-
VIROLOGY: UNLOCKING THE SECRETS OF VIRUS-HOST INTERACTIONS TO BETTER PROTECT HUMAN HEALTH- ADVANCE PRACTICAL UNDERSTANDING, PREVENTION AND TREATMENT OF VIRUSES AND THEIR DISEASES.- ENHANCE UNDERSTANDING OF THE BIOLOGY OF HEALTHY CELLS AND TISSUES.- DEVELOP NEW TOOLS DERIVED FROM VIRUSES FOR USE IN BIOTECHNOLOGY, NANOTECHNOLOGY AND MEDICINE.
Expenses $4,000,509 · Grants $46,224
-
RESEARCH COMPUTING: EXPENDING COMPUTING POWER TO ADDRESS NEW QUESTIONS IN BIOLOGY- DEVELOP A CYBER-INFRASTRUCTURE THAT PROVIDES HIGH THROUGHPUT COMPUTING AND FOSTERS COLLABORATIVE WORK WITH THE MEDICAL SCIENCE PARTNERS.- DEVELOP SOFTWARE ASSURANCE MARKETPLACE THAT AIDS OPEN SOURCE SOFTWARE DEVELOPERS AND SOFTWARE ASSURANCE TOOLS THAT DEVELOPERS CAN CREATE A MORE SECURE CYBERINFRASTRUCTURE BY OFFERING THE CAPACITY NEEDED TO CONTINUOUSLY TEST AND "REBUILD" THE CODE UNDERLYING CRITICAL INFRASTRUCTURE APPLICATIONS.
Expenses $2,787,879 · Grants $124,572
-
GENERAL SCIENCE:- BIOETHICS: ADDRESSING EMERGING ETHICAL ISSUES AND BUILDING A CULTURE OF RESPONSIBLE SCIENCE.- HEMOSTASIS: INITIATION AND REGULATION OF PROTEASE CASCADES, WHICH GOVERN A VARIETY OF ESSENTIAL PHYSIOLOGICAL PROCESSES FROM BLOOD CLOTTING TO MECHANISMS OF CELL DEATH.
Expenses $2,564,810 · Grants $813,163
-
METABOLISM:- ELUCIDATING THE CHEMISTRY OF LIFE AND ITS DISRUPTION IN HUMAN DISEASE- MITOCHONDRIA AND DISEASE: UNLOCKING FUNCTION OF THE MITOCHONDRIA, OR "CELLULAR POWERHOUSE," TO UNDERSTAND ITS ROLE IN MORE THAN 150 DISEASES, INCLUDING PARKINSON'S, DIABETES, AND CANCER.- ORPHAN PROTEINS: ESTABLISHING A RESEARCH PLATFORM TO STUDY THE MORE THAN 100 PROTEINS - NEARLY ONE-QUARTER OF THE MAMMALIAN MITOCHONDRIAL PROTEOME - THAT HAVE A YET UNDISCOVERED BIOCHEMICAL FUNCTION.- COENZYME Q: INTEGRATING VARIOUS BIOCHEMICAL, GENETIC AND STRUCTURAL BIOLOGY APPROACHES TO FURTHER ELUCIDATE THE STEPS OF COENZYME Q, WHOSE DEFICIENCY IS ASSOCIATED WITH MULTIPLE HUMAN DISEASES.
Expenses $2,503,703 · Grants $64,053
-
COMMUNITY ENGAGEMENT: - ENGAGE THE COMMUNITY IN SCIENCE EDUCATION.
Expenses $841,508 · Grants $52,134
As filed on the 2024 return. The filer continues this part on Schedule O, which is not shown here.
Officers and directors · 2024
As listed in Part VII of the 2024 return, in the order the filer printed them. Each return names its own; this is not a roster the organization keeps with us.
-
Erik IversonERIK 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 SchwartzBRAD 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 BurrisJOHN BURRIS
TRUSTEE
- Total calculated
- $15,000
- From this org
- $15,000
- From related orgs
- $0
- Other
- $0
- Hours/week
- 2 + 0.25 related
-
Harvey CohenHARVEY COHEN
TRUSTEE
- Total calculated
- $15,000
- From this org
- $15,000
- From related orgs
- $0
- Other
- $0
- Hours/week
- 2 + 0.25 related
-
James DahlbergJAMES DAHLBERG
TRUSTEE
- Total calculated
- $15,000
- From this org
- $15,000
- From related orgs
- $0
- Other
- $0
- Hours/week
- 2 + 0.25 related
-
John DurantJOHN DURANT
TRUSTEE
- Total calculated
- $6,000
- From this org
- $6,000
- From related orgs
- $0
- Other
- $0
- Hours/week
- 2 + 0.25 related
-
Gregg FergusGREGG FERGUS
TRUSTEE
- Total calculated
- $10,000
- From this org
- $10,000
- From related orgs
- $0
- Other
- $0
- Hours/week
- 2 + 0.25 related
-
Jacquelyn FredrickJACQUELYN 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 GardnerTESS 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 MorgridgeERIC MORGRIDGE
TRUSTEE
- Total calculated
- $15,000
- From this org
- $15,000
- From related orgs
- $0
- Other
- $0
- Hours/week
- 2 + 0.25 related
-
John MorgridgeJOHN MORGRIDGE
TRUSTEE
- Total calculated
- $0
- Hours/week
- 2 + 0.25 related
-
Tashia MorgridgeTASHIA MORGRIDGE
TRUSTEE
- Total calculated
- $0
- Hours/week
- 2 + 0.25 related
-
John NeisJOHN 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 JrTHOMAS 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 RobertsonFRED ROBERTSON
TRUSTEE/VICE CHAIR
- Total calculated
- $0
- Hours/week
- 2 + 0.25 related
-
Winslow L SargeantWINSLOW 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 StanekKATHI 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 MattmillerBRIAN 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 JrWILLIAM 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 BartelsRANDY 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 EklundDOUG 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 SkalaMELISSA 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 StewartRONALD 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 AhlquistPAUL 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 KellerDEBORAH 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
The first 25 listed. 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. Earlier years are each on their own filing page.
Filings
-
2024
- Revenue
- $78,378,897
- Expenses
- $37,276,559
- Contributions
- $78,122,274
- Grants paid
- $1,311,424
-
2023
- Revenue
- $33,569,331
- Expenses
- $32,259,175
- Contributions
- $33,528,597
- Grants paid
- $1,519,557
-
2022
- Revenue
- $26,189,437
- Expenses
- $28,100,888
- Contributions
- $26,024,399
- Grants paid
- $1,394,317
The four totals the IRS asks for on Part I of the Form 990, as filed. A dash means the figure was not present on the return — not that it was zero.
Other returns filed
-
2021 · 990
- Revenue
- $31,260,275
- Expenses
- $28,634,578
- Assets (EOY)
- $39,159,232
-
2020 · 990
- Revenue
- $29,381,681
- Expenses
- $27,481,598
- Assets (EOY)
- $37,239,954
-
2019 · 990
- Revenue
- $31,940,296
- Expenses
- $32,476,401
- Assets (EOY)
- $32,667,794
-
2018 · 990
- Revenue
- $31,704,046
- Expenses
- $31,285,881
- Assets (EOY)
- $33,580,884
-
2017 · 990
- Revenue
- $355,011,811
- Expenses
- $376,385,621
- Assets (EOY)
- $37,864,329
-
2016 · 990
- Revenue
- $34,807,584
- Expenses
- $29,535,853
- Assets (EOY)
- $53,903,424
-
2015 · 990
- Revenue
- $30,113,847
- Expenses
- $23,653,872
- Assets (EOY)
- $48,768,349
-
2014 · 990
- Revenue
- $30,944,811
- Expenses
- $24,566,717
- Assets (EOY)
- $41,198,025
-
2013 · 990
- Revenue
- $41,743,291
- Expenses
- $24,567,128
- Assets (EOY)
- $35,994,135
-
2012 · 990
- Revenue
- not reported
- Expenses
- $29,036,951
- Assets (EOY)
- $20,124,420
Nonprofiteer parses Forms 990, 990-EZ and 990-PF, in a window of recent tax years. These returns are recorded from the IRS e-file index, so their figures were extracted by that index rather than read from the return here — treat them as a different source from the filings above, not as more of the same record. A dash means the index carries no figure; Form 990-T listings carry none at all. Showing the 10 most recent; the API carries the rest.
Grants made
-
UNIVERSITY OF WISCONSIN - MADISON
$1,519,557
2023 TO SUPPORT ONGOING RESEARCH AND EDUCATION.
-
UNIVERSITY OF WISCONSIN - MADISON
$1,394,317
2022 TO SUPPORT ONGOING RESEARCH AND EDUCATION.
-
UNIVERSITY OF WISCONSIN - MADISON
$1,311,424
2024 TO SUPPORT ONGOING RESEARCH AND EDUCATION.
Grants received
-
MORGRIDGE INSTITUTE FOUNDATION INC
$22,397,263
2024 TO SUPPORT ONGOING RESEARCH & EDUCATION
-
MORGRIDGE INSTITUTE FOUNDATION INC
$19,798,141
2023 TO SUPPORT ONGOING RESEARCH & EDUCATION
-
MORGRIDGE INSTITUTE FOUNDATION INC
$14,597,802
2022 TO SUPPORT ONGOING RESEARCH & EDUCATION
-
WISCONSIN ALUMNI RESEARCH FOUNDATION
$6,610,000
2022 SEE PROGRAM SERVICE ACCOMPLISHMENTS; FORM 990, PART III, LINE 4B
-
WISCONSIN ALUMNI RESEARCH FOUNDATION
$5,310,000
2023 SEE PROGRAM SERVICE ACCOMPLISHMENTS; FORM 990, PART III, LINE 4B
-
WISCONSIN ALUMNI RESEARCH FOUNDATION
$5,200,000
2024 SEE PROGRAM SERVICE ACCOMPLISHMENTS; FORM 990, PART III, LINE 4B
-
SILICON VALLEY COMMUNITY FOUNDATION
$3,407,387
2024 Health
-
SILICON VALLEY COMMUNITY FOUNDATION
$1,996,338
2023 Health
-
$77,757
2022 RESEARCH
-
$67,881
2023 RESEARCH
The 10 largest by cash amount. The API serves every itemized grant.
Related organizations
From Schedule R Part II, where a filer lists the tax-exempt organizations it is related to by control. It does not record shared board members or money.
Declared on its 2024 return
-
WISCONSIN ALUMNI RESEARCH FOUNDATION
501(C)(3) · RESEARCH · WI
-
THE MORGRIDGE INSTITUTE FOUNDATION INC
501(C)(3) · RESEARCH · WI · controlled entity
Declared as related by
-
MORGRIDGE INSTITUTE FOUNDATION INC
On its 2024 return
-
WISCONSIN ALUMNI RESEARCH FOUNDATION
On its 2024 return
Other IRS files
Auto-Revocation List
Not listed. The IRS publishes this list for organizations whose exemption was automatically revoked for failing to file for three consecutive years.
Publication 78
Listed as of 13 October 2026, under deductibility PC.
These are two separate IRS files on two separate schedules, shown as published and not reconciled with each other. Neither is a statement about whether a contribution is deductible today: 19,245 organizations appear in Publication 78 while the IRS's own revocation file lists them as currently revoked, more than half of those revoked before 2019. Absence from Publication 78 is evidence of nothing, and presence is not evidence either. Verify current status with the IRS before relying on it.
What this page reflects
The registration facts above come from the IRS Business Master File published 13 October 2026 and read 1 November 2026, for every organization at once. Returns through tax year 2024, the newest we have parsed for this organization.