Meriter Foundation Inc

Public charity · Grantmaker Madison, WI EIN: 23-7098688

Meriter Foundation exists to raise and manage gifts in support of the programs and services that advance the mission of meriter hospital, inc.

Key facts about Meriter Foundation Inc

In short: Meriter Foundation Inc gave $330K across 1 grant in 2024 (avg $330K), mostly in Wisconsin. Source: 2024 IRS Form 990.

EIN
23-7098688
Latest 990 filing
Form 990, 2024
Annual giving (2024)
$330,176
Grants made (2024)
1
Average grant
$330,176
Median grant
$330,176
Total assets
$29,497,791
Primary geography
Wisconsin (100% of itemized 2024 grant dollars)

Data from IRS Form 990, 2024; updated September 2026.

Financial Overview

From 2024 IRS Form 990 · View filing

Total Assets

$29.5M

+18.9% YoY

Annual Giving

$330K

-76.3% YoY

Grant Count

1

+0.0% YoY

Avg Grant Size

$330K

-76.3% YoY

How Meriter Foundation Inc gives

  • Giving fell 24% from 2021 to 2024. Method

From the foundation's IRS Form 990 filings. Methodology.

About Meriter Foundation Inc

Based on IRS filings

Meriter Foundation Inc is a public charity, based in Madison, WI. IRS filing data is available from 2020 through 2024. As of 2024, the organization holds $29.5M in total assets. In 2024, it awarded 1 grant totaling $330K. Net investment income was $2.1M.

Your AI grants department

Ready to take the next step with Meriter Foundation Inc?

Fully replaces Grant database subscriptions Instrumentl · Foundation Directory · GrantStation & similar

Geographic Focus

Where this funder awards grants

Grant Distribution by State

1state

Share of the 2024 grant dollars on its one itemized grant.

States

Cities

Madison

Giving Over Time

Total grant dollars and number of grants per year

$0$500K$1M$1.5M2 grants2020 1 grant2021 1 grant2022 1 grant2023 1 grant2024

From 2020 to 2024, annual grant giving ranged from $330K (2024) to $1.4M (2023). In 2024 it made 1 grant totaling $330K.

Grant Insights

How this funder distributes its grants

Top Recipients

Top recipient in 2024

Meriter Hospital Inc: $330KMeriter Hospital Inc$330K

The largest 2024 recipient was Meriter Hospital Inc ($330K).

Grant Size Distribution

6 grants across all recorded years

1<$50K$50–100K$100–250K3$250–500K1$500K–1M1$1–5M$5M+

The most common grant size was in the $250–500K range: 3 grants of 6 (50%).

Giving History

Grant recipients and amounts by year

RecipientPurposeAmount
Meriter Hospital Inc Madison, WIFunding Hospital Needs$330,176

Financial History

Multi-year comparison from IRS filings

Revenue
Expenses
Net Investment Income
$0$2M$4M$6M$8M2020 2021 2022 2023 2024
Metric202420232022
Total Assets$29,497,791$24,807,653$29,127,476
Revenue$6,564,063$3,471,043$5,684,080
Expenses$2,138,701$3,207,715$2,541,048
Net Investment Income$2,081,483$807,668$1,419,947

Data update history

When this profile's IRS filing data changed on Grantable

  1. Updated Form 990 for fiscal year 2020 (received by the IRS November 12, 2021)
  2. Updated Form 990 for fiscal year 2021 (received by the IRS November 14, 2022)
  3. Updated Form 990 for fiscal year 2022 (received by the IRS November 14, 2023)
  4. Updated Form 990 for fiscal year 2023 (received by the IRS November 14, 2024)
  5. Updated Form 990 for fiscal year 2024 (received by the IRS November 13, 2025)
  6. IRS filings on file for fiscal years 2020–2024

Leadership & Key People

Officers and directors from IRS filings

Meriter Foundation Inc is led by James Arnett, Board Member, Market President & CEO since 2024 (on filings since 2023); 3 of 26 officers listed in 2024 are compensated.

Officers on the 2024 filing

  • James Arnett

    Board Member, Market President & CEO

    President & CEO Uph-Meriter → Board Member, Market President & CEO, 2024

    On filings since 2023

    1 hr/week

    No compensation reported

  • Rebecca Madson

    President & Foundation

    On filings since 2023

    50 hrs/week

    $245K (2023) → $251K (2024)

  • Mary Cullen

    Board Chair

    Board Member → Board Vice Chair, 2023

    Board Vice Chair → Board Chair, 2024

    On filings since 2021

    1 hr/week

    No compensation reported

  • Brianna Yanke

    Senior Director Development

    Senior Director & Development → Senior Director Development, 2022

    On filings since 2021

    45 hrs/week

    $108K (2021) → $127K (2024)

  • Lisa Urban

    Director Philanthropy - Grants & Programs

    New on the 2024 filing

    45 hrs/week

    $103K (2024)

  • Beth Erdman

    Market CFO

    CFO, Secretary & Treasurer → CFO Uph-Meriter, 2022

    CFO Uph-Meriter → Market CFO, 2024

    On filings since 2020

    1 hr/week

    No compensation reported

  • Holly Cremer Berkenstadt

    Board Member

    Board Member → Board Vice Chair, 2021

    Board Vice Chair → Board Member, 2023

    On filings since 2020

    1 hr/week

    No compensation reported

  • Jeffrey Levy

    Board Member

    Board Secretary & Treasurer → Board Member, 2023

    On filings since 2020

    1 hr/week

    No compensation reported

  • John Sims

    Board Member

    Board Vice Chair & Chair → Board Chair, 2021

    Board Chair → Board Member, 2023

    On filings since 2020

    1 hr/week

    No compensation reported

  • Pam Wetzel MD

    Board Member & Market CMO

    Chief Med Officer Uph-Meriter → Board Member & Market CMO, 2024

    On filings since 2020

    1 hr/week

    No compensation reported

  • Sherry Casali

    Board Member & Market Cno

    Chief Nursing Officer → Cno Uph-Meriter, 2021

    Cno Uph-Meriter → Board Member & Market Cno, 2024

    On filings since 2020

    1 hr/week

    No compensation reported

  • Tina Noel

    Board Member

    On filings since 2020

    1 hr/week

    No compensation reported

  • Bobby Adamov

    Board Member

    Board Member → Board Chair, 2023

    Board Chair → Board Member, 2024

    On filings since 2021

    1 hr/week

    No compensation reported

  • Chas Martin

    Board Member

    On filings since 2021

    1 hr/week

    No compensation reported

  • Katie Schmitt MD

    Board Member

    On filings since 2021

    1 hr/week

    No compensation reported

  • Matt Vanderloo

    Board Treasurer

    Board Member → Board Treasurer, 2023

    On filings since 2021

    1 hr/week

    No compensation reported

  • Tony Sullivan

    Board Vice Chair

    Board Member → Board Vice Chair, 2024

    On filings since 2021

    1 hr/week

    No compensation reported

  • Sue Erickson To

    Former CEO Uph Meriter

    President & CEO Uph-Meriter → Former CEO Uph-Meriter, 2023

    Former CEO Uph-Meriter → Former CEO Uph Meriter, 2024

    On filings since 2022

    No compensation reported

  • Baltazar De Anda Santana

    Board Member

    New on the 2024 filing

    1 hr/week

    No compensation reported

  • Cesar Pinzon

    Board Member

    New on the 2024 filing

    1 hr/week

    No compensation reported

  • Dena Frisch

    Board Member

    New on the 2024 filing

    1 hr/week

    No compensation reported

  • Elizabeth Priller

    Board Member

    New on the 2024 filing

    1 hr/week

    No compensation reported

  • Jeffrey Beckmann To

    Board Member

    New on the 2024 filing

    1 hr/week

    No compensation reported

  • Julie Olson Dnp

    Board Member

    New on the 2024 filing

    1 hr/week

    No compensation reported

  • Thomas Keeney

    Board Member

    New on the 2024 filing

    1 hr/week

    No compensation reported

  • Virginia Graves

    Board Member

    New on the 2024 filing

    1 hr/week

    No compensation reported

Former officers (29)
  • Former: Art Nizza Dsw To (2021–2023) — Former CEO Uph-Meriter
  • Former: Alia Stevenson To (2023) — Board Member
  • Former: Diego Campoverde Cisneros To (2023) — Board Secretary
  • Former: Gabe Javier To (2023) — Board Member
  • Former: Mai Zong Vue To (2023) — Board Member
  • Former: Matt Messinger To (2023) — Board Member
  • Former: Tricia Braun To (2023) — Board Member
  • Former: Rebecca Dopart (2020–2022) — President & Foundation
  • Former: Alia Stevenson (2021–2022) — Board Member
  • Former: Diego Campoverde Cisneros (2021–2022) — Board Member
  • Former: Mai Zong Vue (2021–2022) — Board Member
  • Former: Matt Messinger (2021–2022) — Board Member
  • Former: Tricia Braun (2021–2022) — Board Member
  • Former: Gabe Javier Fr (2022) — Board Member
  • Former: James Arnett Fr (2022) — President & CEO Uph-Meriter
  • Former: Tyler Whipple To (2022) — Board Member
  • Former: Carl Hampton (2020–2021) — Board Member
  • Former: Sue Erickson (2020–2021) — President & CEO Uph-Meriter
  • Former: Tyler Whipple (2021) — Board Member
  • Former: Alia Stevenson Fr (2020) — Board Member
  • Former: Art Nizza Dsw (2020) — Former CEO Uph-Meriter
  • Former: Joseph Alexander To (2020) — Board Member
  • Former: Mary Cullen Fr (2020) — Board Member
  • Former: Mary Lasecki Grace To (2020) — Board Member
  • Former: Matt Vanderloo Fr (2020) — Board Member
  • Former: Sarah Dunn To (2020) — Board Chair
  • Former: Tony Sullivan Fr (2020) — Board Member
  • Former: Tricia Braun Fr (2020) — Board Member
  • Former: Tyler Whipple Fr (2020) — Board Member

Data from IRS Form 990 filings, 2020–2024. "On filings since" is the earliest filing we hold that lists the person; hours are average hours per week as reported.

Compensation Overview

From 2024 IRS filing

Rebecca Madson — President, Foundation: $251KRebecca MadsonPresident, Foundation$251KBrianna Yanke — Sr Director Development: $127KBrianna YankeSr Director Development$127KLisa Urban — DIR Philanthropy - Grants & Programs: $103KLisa UrbanDIR Philanthropy - Grants &…$103K

The highest reported compensation on the 2024 filing was $251K, to Rebecca Madson (President, Foundation). 3 officers or directors reported compensation on that filing.

Frequently asked questions about Meriter Foundation Inc

How much does Meriter Foundation Inc give each year?

Meriter Foundation Inc gave $330K across 1 grant in 2024, according to its 2024 IRS Form 990. In 2023 it gave $1.4M across 1 grant.

How large is Meriter Foundation Inc?

Meriter Foundation Inc reported $29.5M in total assets on its 2024 IRS Form 990. Its revenue that year was $6.6M.

Where does Meriter Foundation Inc operate?

Meriter Foundation Inc has awarded grants in Wisconsin.

What is Meriter Foundation Inc's EIN?

Meriter Foundation Inc's EIN (Employer Identification Number) is 23-7098688. IRS Form 990 filing data is available on this page for 2020–2024.

Data last updated September 2026. Sourced from IRS Form 990 filings.

Your AI grants department

Here's the math on researching Meriter Foundation Inc by hand.

Explore Open Grants

Browse active grant opportunities in Meriter Foundation Inc's focus areas in our free grants database

Similar Funders

Funders that support many of the same organizations

Madison Environmental Resourcing Inc

Madison, WI

The mission of Madison Environmental Resourcing, inc. (MERI) is to provide innovative environmentally safe medical waste disposal services at a low cost so our customers can dedicate resources to patient care.

Environment & Animals

Assets

—

Grants

3

Total Given

$3.8M

Iowa Health System

West Des Moines, IA

To improve the health of the people and communities we serve.

Assets

$1.2B

Grants

3

Total Given

$60K

Meriter Hospital Inc

Madison, WI

Meriter Hospital, inc. Is dedicated to improving the health of the people and communities we serve.

Health

Assets

$1.0B

Grants

1

Total Given

$100K

SSM Health Care of Wisconsin Inc

St. Louis, MO

SSM Health Care of Wisconsin funds health care foundations and community organizations, including work in health equity, wellness, food access, and other community needs. In 2024, it made 26 grants ranging from $5,500 to $347,679, with a median of $17,250; 99% of grant dollars went to Wisconsin recipients. The profile does not state whether it accepts unsolicited requests.

Health

Assets

$499.4M

Grants

26

Total Given

$1.2M

Thrivent Charitable Impact & Investing

Appleton, WI

Thrivent Charitable Impact & Investing distributes donor-directed and program donations to a broad range of causes and organizations in local, national, and global communities. Its 2024 grants had a median of $11,520 and ranged from $5,006 to $5 million. The profile does not state whether it accepts unsolicited requests.

Philanthropy, Voluntarism & Grantmaking

Assets

$939.7M

Grants

2,565

Total Given

$84.6M

Dane Buy Local Foundation Inc

Madison, WI

Dane Buy Local Foundation supports buy-local education, collaboration, and programs that strengthen locally owned businesses and communities in Dane County and South Central Wisconsin; it also offers scholarships to area high school seniors pursuing post-secondary business or entrepreneurship studies. No typical award amount is stated, and the information does not say whether the Foundation accepts unsolicited funding requests.

Community Improvement & Capacity Building

Assets

$16K

Grants

1

Total Given

$136K

Alliant Energy Foundation Inc

Madison, WI

Assets

$28.5M

Grants

929

Total Given

$2.4M

Greater Milwaukee Foundation Inc

Milwaukee, WI

The Greater Milwaukee Foundation funds nonprofits working on regional needs such as education, housing, basic needs, health, arts and culture, and small business, with an emphasis on racial equity. Most 2024 grants were relatively modest (median $27,778), though amounts ranged from $5,017 to $4.56 million; its competitive cycles serve organizations in Milwaukee, Waukesha, Ozaukee and Washington counties. It accepts applications through competitive grant cycles held three times a year.

Philanthropy, Voluntarism & Grantmaking

Assets

$1.1B

Grants

838

Total Given

$66.8M

Herb Kohl Educational Foundation Inc

Milwaukee, WI

The foundation funds educational excellence in Wisconsin, including student scholarships and awards for teachers, principals, schools, and classrooms; its 2025 grants ranged from $290 to $15,000, with a median of $6,000. It directs applicants to its program applications for application details; whether it accepts unsolicited requests is not stated.

Education

Assets

$14K

Grants

425

Total Given

$2.1M

Green Bay Packers Foundation

Green Bay, WI

The Green Bay Packers Foundation funds Wisconsin charities working in areas such as families, athletics, children’s safety and education, animal welfare, and other focus areas that vary by year. Its 2026 announcement describes typical awards of $3,000–$8,000, though some grants are larger; it accepts online applications during its stated cycle, February 2–April 1, 2026.

Assets

—

Grants

530

Total Given

$3.6M

Community Foundation for the Fox Valley Region Inc

Appleton, WI

The Community Foundation for the Fox Valley Region funds public charities and public entities across areas including arts and culture, education, health, human services, community improvement, and the environment, with many grants focused on the Fox Valley. Its 2024 grants ranged from $5,073 to $5,841,877, with a median of $24,900; some funds accept applications through the grant portal, while others are donor-directed or invitation-only.

Assets

$536.6M

Grants

448

Total Given

$32.4M

Give Back Foundation

Madison, WI

Give Back Foundation distributes donor-designated contributions through workplace giving and other giving platforms to selected 501(c)(3) charities, rather than setting its own cause areas. In 2025, grants had a median of $9,066, with recipient organizations concentrated in Virginia, California, and Washington, D.C.; it does not accept unsolicited requests or work directly with charities.

Assets

$31.3M

Grants

639

Total Given

$40.1M

More Funders in Wisconsin

Meriter Foundation Inc down — hundreds of funders to go?

Want AI to do this for you?