- Revenue 2024
- $84,878,840
- Expenses 2024
- $24,669,808
Program services were 90.8% of total expenses calculated — Part IX's program-services column over total expenses, both as filed.
As filed
- Subsection
- 03
- NTEE code
- H11
- 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.
-
BRAD SCHWARTZ
CEO/TRUSTEE
- Total calculated
- $594,568
- From this org
- $0
- From related orgs
- $541,397
- Other
- $53,171
- Hours/week
- 0.25 + 40 related
Schedule J breakdown matched by us
- Base
- $0 + $469,116 related
- Bonus
- $0 + $72,281 related
- Other
- $0
- Deferred
- $0 + $37,140 related
- Nontaxable benefits
- $0 + $16,031 related
- Filer's total
- $0 + $594,568 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
-
JOHN DURANT
TRUSTEE
- Total calculated
- $6,000
- From this org
- $0
- From related orgs
- $6,000
- Other
- $0
- Hours/week
- 0.25 + 2 related
-
GREGG FERGUS
TRUSTEE
- Total calculated
- $10,000
- From this org
- $0
- From related orgs
- $10,000
- Other
- $0
- Hours/week
- 0.25 + 2 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
-
ERIK IVERSON
TRUSTEE
- Total calculated
- $15,000
- From this org
- $0
- From related orgs
- $15,000
- Other
- $0
- Hours/week
- 0.25 + 4 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
- $15,000
- From this org
- $0
- From related orgs
- $15,000
- Other
- $0
- Hours/week
- 0.25 + 2 related
-
ERIC MORGRIDGE
TRUSTEE
- Total calculated
- $15,000
- From this org
- $0
- From related orgs
- $15,000
- Other
- $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
-
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
- $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
-
KATHI STANEK
CFO/COO/TREASURER
- Total calculated
- $403,653
- From this org
- $0
- From related orgs
- $353,448
- Other
- $50,205
- Hours/week
- 0.25 + 40 related
Schedule J breakdown matched by us
- Base
- $0 + $353,448 related
- Bonus
- $0
- Other
- $0
- Deferred
- $0 + $26,807 related
- Nontaxable benefits
- $0 + $23,398 related
- Filer's total
- $0 + $403,653 related
-
BRIAN MATTMILLER
CHIEF COMMUNICATIONS OFF./SECRETARY
- Total calculated
- $276,025
- From this org
- $0
- From related orgs
- $227,516
- Other
- $48,509
- Hours/week
- 0.25 + 40 related
Schedule J breakdown matched by us
- Base
- $0 + $227,516 related
- Bonus
- $0
- Other
- $0
- Deferred
- $0 + $25,111 related
- Nontaxable benefits
- $0 + $23,398 related
- Filer's total
- $0 + $276,025 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. Earlier years are each on their own filing page.
Filings
-
2024
- Revenue
- $84,878,840
- Expenses
- $24,669,808
- Contributions
- $50,943,222
- Grants paid
- $22,397,263
-
2023
- Revenue
- $44,197,120
- Expenses
- $21,840,912
- Contributions
- $25,851,740
- Grants paid
- $19,798,141
-
2022
- Revenue
- $254,947
- Expenses
- $16,523,025
- Contributions
- $28,822,102
- Grants paid
- $14,597,802
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
-
2024 · 990-T
- Revenue
- not reported
- Expenses
- not reported
- Assets (EOY)
- not reported
-
2023 · 990-T
- Revenue
- not reported
- Expenses
- not reported
- Assets (EOY)
- not reported
-
2022 · 990-T
- Revenue
- not reported
- Expenses
- not reported
- Assets (EOY)
- not reported
Nonprofiteer parses the Form 990 only. 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.
Grants made
-
MORGRIDGE INSTITUTE FOR RESEARCH INC
$22,397,263
2024 TO SUPPORT ONGOING RESEARCH & EDUCATION
-
MORGRIDGE INSTITUTE FOR RESEARCH INC
$19,798,141
2023 TO SUPPORT ONGOING RESEARCH & EDUCATION
-
MORGRIDGE INSTITUTE FOR RESEARCH INC
$14,597,802
2022 TO SUPPORT ONGOING RESEARCH & EDUCATION
Grants received
-
2024 ENDOWMENT SUPPORT
-
2023 GENERAL SUPPORT
-
2022 For grant recipient's exempt purposes
-
2023 For grant recipient's exempt purposes
-
2024 For grant recipient's exempt purposes
-
$22,500
2024 HUMAN SERVICES
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
-
THE MORGRIDGE INSTITUTE FOR RESEARCH INC
501(C)(3) · RESEARCH · WI
Declared as related by
-
MORGRIDGE INSTITUTE FOR RESEARCHINC
On its 2024 return as a controlled entity
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 SO.
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.