The Morgridge Institute logo

The Morgridge Institute

MADISON, WI EIN: 20-8325570 Website

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.

Financial Overview

From 2025 IRS Form 990-PF · View filing

Total Assets

$81.2M

-8.1% YoY

Annual Giving

$1.3M

-13.7% YoY

Grant Count

1

+0.0% YoY

Avg Grant Size

$1.3M

-13.7% YoY

About The Morgridge Institute

Based on IRS filings

The Morgridge Institute is a nonprofit organization focused on Health, based in MADISON, WI. IRS filing data is available from 2021 through 2025. As of 2025, the organization holds $81.2M in total assets. In 2025, it awarded 1 grants totaling $1.3M. Net investment income was $15K.

Focus Areas

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Geographic Focus

Where this funder awards grants

Grant Distribution by State

1states

States

Cities

Madison

Financial History

Multi-year comparison from IRS filings

Revenue
Expenses
Qualifying Distributions
Net Investment Income
$0$22M$43M$65M$86M20212022202320242025
Metric202520242023
Total Assets$81,240,978$88,421,400$87,077,299
Revenue$78,378,897$33,569,331$26,189,437
Expenses$37,276,559$32,259,175$28,100,888
Qualifying Distributions
Net Investment Income$15,451$-183,099$-123,698
Distributable Amount

Giving Over Time

Total grant dollars and number of grants per year

$0$414K$827K$1M$2M2 grants20211 grants20221 grants20231 grants20241 grants2025

Grant Insights

How this funder distributes its grants

Top Recipients

Top 1 recipients in 2025

UNIVERSITY OF WISCONSIN …$1.3M

Grant Size Distribution

6 grants across all recorded years

<$50K$50–100K1$100–250K$250–500K$500K–1M5$1–5M$5M+

Open Grants

2 open opportunities from The Morgridge Institute

Giving History

Grant recipients and amounts by year

No grants recorded for .

Leadership & Key People

Officers and directors from IRS filings

Compensation Overview

From 2025 IRS filing

BRAD SCHWARTZCEO/TRUSTEE$541KRANDY BARTELSDIRECTOR OF HUMAN RESOURCES$367KKATHI STANEKCFO/COO/TREASURER$353KWILLIAM SWISHER JRCHIEF DEVELOPMENT OFFICER$303KMELISSA SKALALEAD INVESTIGATOR$297KPAUL AHLQUISTLEAD INVESTIGATOR$230KBRIAN MATTMILLERCHIEF COMMUNICATIONS OFF./SE…$228KRONALD STEWARTASSOCIATE DIRECTOR - BIOINFO…$209KDOUG EKLUNDCONTROLLER$191KERIK IVERSONTRUSTEE$15KJOHN BURRISTRUSTEE$15KHARVEY COHENTRUSTEE$15KJAMES DAHLBERGTRUSTEE$15KJACQUELYN FREDRICKTRUSTEE/CHAIR$15KTESS MORGRIDGE GARDNERTRUSTEE$15KERIC MORGRIDGETRUSTEE$15KJOHN NEISTRUSTEE$15KWINSLOW L SARGEANTTRUSTEE$15KGREGG FERGUSTRUSTEE$10KTHOMAS PYLE JRTRUSTEE$10KDEBORAH KELLERFORMER TRUSTEE$10KPATRICIA LIPTONFORMER TRUSTEE$10KJOHN DURANTTRUSTEE$6K

From 2025 filing

NameTitleHoursCompensation
ERIK IVERSONTRUSTEE4$15,000
BRAD SCHWARTZCEO/TRUSTEE40$541,397
JOHN BURRISTRUSTEE2$15,000
HARVEY COHENTRUSTEE2$15,000
JAMES DAHLBERGTRUSTEE2$15,000
JOHN DURANTTRUSTEE2$6,000
GREGG FERGUSTRUSTEE2$10,000
JACQUELYN FREDRICKTRUSTEE/CHAIR2$15,000
TESS MORGRIDGE GARDNERTRUSTEE2$15,000
ERIC MORGRIDGETRUSTEE2$15,000
JOHN MORGRIDGETRUSTEE2
TASHIA MORGRIDGETRUSTEE2
JOHN NEISTRUSTEE2$15,000
THOMAS PYLE JRTRUSTEE2$10,000
FRED ROBERTSONTRUSTEE/VICE CHAIR2
WINSLOW L SARGEANTTRUSTEE2$15,000
KATHI STANEKCFO/COO/TREASURER40$353,448
BRIAN MATTMILLERCHIEF COMMUNICATIONS OFF./SECRETARY40$227,516
WILLIAM SWISHER JRCHIEF DEVELOPMENT OFFICER40$303,350
RANDY BARTELSDIRECTOR OF HUMAN RESOURCES40$367,241
DOUG EKLUNDCONTROLLER40$191,075
MELISSA SKALALEAD INVESTIGATOR40$297,345
RONALD STEWARTASSOCIATE DIRECTOR - BIOINFORMATICS40$209,349
PAUL AHLQUISTLEAD INVESTIGATOR40$230,118
DEBORAH KELLERFORMER TRUSTEE$10,000
PATRICIA LIPTONFORMER TRUSTEE$10,000

Subject Areas

Focus areas based on grantmaking activity

Data last updated April 2026. Sourced from IRS Form 990-PF filings.

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