Nonprofit · EIN 20-8325570
MORGRIDGE INSTITUTE FOR RESEARCHINC
Tax-exempt · MADISON, WI 53715
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| June 30, 2025 | 990 | $78,378,897 | $37,276,559 | $41,102,338 | $81,240,978 | $7,210,833 | $74,030,145 |
| June 30, 2024 | 990 | $33,569,331 | $32,259,175 | $1,310,156 | $88,421,400 | $56,047,569 | $32,373,831 |
Financial details: 990 for the year ended June 30, 2025
Revenue
- Contributions, gifts and grants
- $78,122,274
- of which government grants
- $8,334,255
- Program service revenue
- $42,300
- Investment income
- $15,451
- Net rental income
- $155,372
- Net gain from sales of assets
- $14,404
- Other revenue
- $198,872
Expenses
- Grants and similar amounts paid
- $1,311,424
- Compensation of officers, directors and key employees
- $3,615,095
- Other salaries and wages
- $11,664,755
- Salaries, compensation and benefits (total)
- $20,556,269
- Professional fundraising fees
- $0
- Legal fees
- $226,589
- Accounting fees
- $234,542
- Occupancy
- $5,051,672
- Travel
- $735,127
- Depreciation
- $1,346,064
- Program services (functional)
- $26,103,479
- Management and general (functional)
- $10,100,246
- Fundraising (functional)
- $1,072,834
Balance sheet and other
- Total assets, start of year
- $88,421,400
- Total assets, end of year
- $81,240,978
- Total liabilities, end of year
- $7,210,833
- Net assets, end of year
- $74,030,145
- Land, buildings and equipment
- $47,178,611
- Net assets without donor restrictions
- $73,938,012
- Net assets with donor restrictions
- $92,133
- Gross receipts
- $78,451,993
- Employees
- 212
- Volunteers
- 0
- Year formed
- 2006
- State of legal domicile
- WI
From the e-filed returns the IRS publishes as XML (latest three processing years; amended returns replace the original). PDF copies at the IRS.
Officers, directors and key employees
As listed on the 990 for the year ended June 30, 2025, highest compensation first.
| Name | Title | Hours / week | Compensation | From related orgs | Other / benefits |
|---|---|---|---|---|---|
| ERIK IVERSON | TRUSTEE Trustee or director | 4 | $15,000 | $799,362 | $218,339 |
| BRAD SCHWARTZ | CEO/TRUSTEE Trustee or director, Officer | 40 | $541,397 | $0 | $53,171 |
| RANDY BARTELS | DIRECTOR OF HUMAN RESOURCES Highest-paid employee | 40 | $367,241 | $0 | $60,511 |
| KATHI STANEK | CFO/COO/TREASURER Officer | 40 | $353,448 | $0 | $50,205 |
| WILLIAM SWISHER JR | CHIEF DEVELOPMENT OFFICER Key employee | 40 | $303,350 | $0 | $55,814 |
| MELISSA SKALA | LEAD INVESTIGATOR Highest-paid employee | 40 | $297,345 | $0 | $54,250 |
| BRIAN MATTMILLER | CHIEF COMMUNICATIONS OFF./SECRETARY Officer | 40 | $227,516 | $0 | $48,509 |
| PAUL AHLQUIST | LEAD INVESTIGATOR Highest-paid employee | 40 | $230,118 | $0 | $41,296 |
| RONALD STEWART | ASSOCIATE DIRECTOR - BIOINFORMATICS Highest-paid employee | 40 | $209,349 | $0 | $39,132 |
| DOUG EKLUND | CONTROLLER Highest-paid employee | 40 | $191,075 | $0 | $31,489 |
| DEBORAH KELLER | FORMER TRUSTEE Former | 0 | $10,000 | $33,000 | $0 |
| WINSLOW L SARGEANT | TRUSTEE Trustee or director | 2 | $15,000 | $27,000 | $0 |
| PATRICIA LIPTON | FORMER TRUSTEE Former | 0 | $10,000 | $6,000 | $0 |
| JOHN BURRIS | TRUSTEE Trustee or director | 2 | $15,000 | $0 | $0 |
| HARVEY COHEN | TRUSTEE Trustee or director | 2 | $15,000 | $0 | $0 |
11 more people on this return
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| JAMES DAHLBERG | TRUSTEE Trustee or director | 2 | $15,000 |
| JACQUELYN FREDRICK | TRUSTEE/CHAIR Trustee or director, Officer | 2 | $15,000 |
| TESS MORGRIDGE GARDNER | TRUSTEE Trustee or director | 2 | $15,000 |
| ERIC MORGRIDGE | TRUSTEE Trustee or director | 2 | $15,000 |
| JOHN NEIS | TRUSTEE Trustee or director | 2 | $15,000 |
| GREGG FERGUS | TRUSTEE Trustee or director | 2 | $10,000 |
| THOMAS PYLE JR | TRUSTEE Trustee or director | 2 | $10,000 |
| JOHN DURANT | TRUSTEE Trustee or director | 2 | $6,000 |
| JOHN MORGRIDGE | TRUSTEE Trustee or director | 2 | $0 |
| TASHIA MORGRIDGE | TRUSTEE Trustee or director | 2 | $0 |
| FRED ROBERTSON | TRUSTEE/VICE CHAIR Trustee or director, Officer | 2 | $0 |
990 for the year ended June 30, 2024: 26 people
| Name | Title | Hours / week | Compensation | From related orgs | Other / benefits |
|---|---|---|---|---|---|
| ERIK IVERSON | TRUSTEE Trustee or director | 4 | $15,000 | $762,445 | $171,013 |
| BRAD SCHWARTZ | CEO/TRUSTEE Trustee or director, Officer | 40 | $521,700 | $0 | $50,535 |
| KATHI STANEK | CFO/COO/TREASURER Officer | 40 | $339,900 | $0 | $48,592 |
| WILLIAM SWISHER JR | CHIEF DEVELOPMENT OFFICER Key employee | 40 | $291,508 | $0 | $55,277 |
| MELISSA SKALA | LEAD INVESTIGATOR Highest-paid employee | 40 | $274,579 | $0 | $52,055 |
| PAUL AHLQUIST | LEAD INVESTIGATOR Highest-paid employee | 40 | $221,504 | $0 | $48,087 |
| BRIAN MATTMILLER | CHIEF COMMUNICATIONS OFF./SECRETARY Officer | 40 | $218,247 | $0 | $47,845 |
| RONALD STEWART | ASSOCIATE DIRECTOR - BIOIN Highest-paid employee | 40 | $201,577 | $0 | $36,276 |
| JILL WALDER | DIRECTOR OF HUMAN RESOURCE Highest-paid employee | 40 | $175,321 | $0 | $43,254 |
| DOUG EKLUND | CONTROLLER Highest-paid employee | 40 | $182,489 | $0 | $31,103 |
| DEBORAH KELLER | TRUSTEE Trustee or director | 2 | $15,000 | $27,000 | $0 |
| WINSLOW L SARGEANT | TRUSTEE Trustee or director | 2 | $15,000 | $27,000 | $0 |
| PATRICIA LIPTON | TRUSTEE Trustee or director | 2 | $15,000 | $24,000 | $0 |
| JACQUELYN FREDRICK | TRUSTEE/CHAIR Trustee or director, Officer | 2 | $15,000 | $0 | $0 |
| MARY BURKE | TRUSTEE Trustee or director | 2 | $15,000 | $0 | $0 |
| HARVEY COHEN | TRUSTEE Trustee or director | 2 | $15,000 | $0 | $0 |
| JAMES DAHLBERG | TRUSTEE Trustee or director | 2 | $15,000 | $0 | $0 |
| JOHN NEIS | TRUSTEE Trustee or director | 2 | $15,000 | $0 | $0 |
| JOHN BURRIS | TRUSTEE Trustee or director | 2 | $15,000 | $0 | $0 |
| THOMAS PYLE JR | TRUSTEE Trustee or director | 2 | $15,000 | $0 | $0 |
| THOMAS KRUMMEL | TRUSTEE (UNTIL 2/2024) Trustee or director | 2 | $10,000 | $0 | $0 |
| TESS MORGRIDGE GARDNER | TRUSTEE Trustee or director | 2 | $10,000 | $0 | $0 |
| ERIC MORGRIDGE | TRUSTEE Trustee or director | 2 | $10,000 | $0 | $0 |
| FRED ROBERTSON | TRUSTEE/VICE CHAIR Trustee or director, Officer | 2 | $0 | $0 | $0 |
| JOHN MORGRIDGE | TRUSTEE Trustee or director | 2 | $0 | $0 | $0 |
| TASHIA MORGRIDGE | TRUSTEE Trustee or director | 2 | $0 | $0 | $0 |
Address and contacts
- Address (IRS master file)
- 330 N ORCHARD ST, MADISON, WI 53715-1119
- In care of
- % KENNETH G LUTZ
- Principal officer (990 for 2024)
- KATHI STANEK, 330 N ORCHARD STREET, MADISON, WI 537151119
- Signed the 990
- KATHI STANEK, CFO/COO/TREASURER
- Phone
- (608) 316-4100
- Website
- HTTPS://MORGRIDGE.ORG/
- Return prepared by
- RSM US LLP
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.
Program accomplishments
- 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
What it must file and when
IRS records say it files Form 990 or 990-EZ. Based on its last return; a smaller organization may file the 990-N. Its accounting year ends in June, so each return is due on the 15th day of the 5th month after that.
| Tax year | Year ended | Due | IRS public records |
|---|---|---|---|
| 2025 | June 30, 2026 | November 16, 2026 | Not due yet |
| 2024 | June 30, 2025 | November 17, 2025 | 990 on file |
| 2023 | June 30, 2024 | November 15, 2024 | 990 on file |
IRS record
- EIN
- 20-8325570
- Tax-exempt status
- 501(c)(3): Charitable, religious, educational or scientific organization
- Foundation status
- Hospital or medical research organization
- Donations deductible (Pub 78)
- Public charity, 50% deduction limit
- Exempt since
- 2007
- Accounting year ends
- June
- Files
- Form 990 or 990-EZ
- Category (NTEE)
- Health care (E20)
- Assets (IRS master file)
- $81,240,978
- Income (IRS master file)
- $78,451,993
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990 | June 2025 | $78,378,897 | $37,276,559 | $81,240,978 | IRS |
| 990 | June 2024 | $33,569,331 | $32,259,175 | $88,421,400 | XML |
| 990 | June 2023 | $26,189,437 | $28,100,888 | $87,077,299 | IRS |
| 990 | June 2022 | – | – | – | IRS |
| 990 | June 2021 | – | – | – | IRS |
| 990 | June 2019 | – | – | – | IRS |
| 990 | June 2018 | – | – | – | IRS |
990-N: the IRS bulk file holds only the latest e-Postcard per organization; earlier years come from archived copies of that file since 2020 and can have gaps (the IRS e-Postcard search lists every one). 990, 990-EZ, 990-PF, 990-T: every e-filed return in the IRS e-file index since 2019; XML for the latest three processing years, amounts from the IRS Statistics of Income extracts before that. PDF copies and determination letters at the IRS (search EIN 20-8325570).
Questions about MORGRIDGE INSTITUTE FOR RESEARCHINC
- What is the EIN of MORGRIDGE INSTITUTE FOR RESEARCHINC?
- The employer identification number (EIN) of MORGRIDGE INSTITUTE FOR RESEARCHINC is 20-8325570.
- Is MORGRIDGE INSTITUTE FOR RESEARCHINC tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 2007.
- Are donations to MORGRIDGE INSTITUTE FOR RESEARCHINC tax-deductible?
- Yes. It is listed in IRS Publication 78 (Public charity, 50% deduction limit).
- Which annual return does MORGRIDGE INSTITUTE FOR RESEARCHINC file?
- Form 990 or 990-EZ. Based on its last return; a smaller organization may file the 990-N.
- When is the next return of MORGRIDGE INSTITUTE FOR RESEARCHINC due?
- The return for tax year 2025 (the year ending June 30, 2026) is due November 16, 2026. Form 8868 extends it by six months; the 990-N cannot be extended.
- When did MORGRIDGE INSTITUTE FOR RESEARCHINC last file with the IRS?
- The latest return in the IRS public files is the 990 for the year ended June 2025.
- Who is the principal officer of MORGRIDGE INSTITUTE FOR RESEARCHINC?
- The 990 for the year ended June 30, 2025 names KATHI STANEK.
- Who are the officers and directors of MORGRIDGE INSTITUTE FOR RESEARCHINC?
- The 990 for the year ended June 30, 2025 lists 26 people; 23 received compensation from the organization, the highest $15,000 (ERIK IVERSON, TRUSTEE).
- How much revenue does MORGRIDGE INSTITUTE FOR RESEARCHINC have?
- On its 990 for the year ended June 30, 2025 it reported revenue of $78,378,897, expenses of $37,276,559 and total assets of $81,240,978 at year end.
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