- 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).
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 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
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 — 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.
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 10 September 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.