MORGRIDGE INSTITUTE FOR RESEARCHINC: Form 990, tax year 2023
View the entire original 990 at ProPublica ↗
- Organization
- MORGRIDGE INSTITUTE FOR RESEARCHINC (EIN 20-8325570)
- Tax period
- 2023-07-01 to 2024-06-30
- Filed
- 2024-11-14
- IRS object ID
- 202423199349308112
- Schema version
- 2023v5.1
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2024-11-14T12:26:01-06:00 | ReturnTs |
| Tax Period End | 2024-06-30 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 420714325 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | RSM US LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 30 SOUTH WACKER DR SUITE 3300 | AddressLine1Txt |
| City | CHICAGO | CityNm |
| State Abbreviation | IL | StateAbbreviationCd |
| ZIP | 606063392 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnTypeCd |
| Tax Period Begin | 2023-07-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 208325570 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE MORGRIDGE INSTITUTE | BusinessNameLine1Txt |
| Business Name Line2 | FOR RESEARCH INC | BusinessNameLine2Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | MORG | BusinessNameControlTxt |
| Phone | 6083164100 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 330 N ORCHARD STREET | AddressLine1Txt |
| City | MADISON | CityNm |
| State Abbreviation | WI | StateAbbreviationCd |
| ZIP | 537151119 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | KATHI STANEK | PersonNm |
| Person Title | CFO/COO/TREASURER | PersonTitleTxt |
| Phone | 6083164100 | PhoneNum |
| Signature | 2024-11-06 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IRS Responsible Prty Info Curr | Yes (1) | IRSResponsiblePrtyInfoCurrInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | REBEKUH ELEY | PreparerPersonNm |
| PTIN | P01247672 | PTIN |
| Phone | 3126343400 | PhoneNum |
| Preparation | 2024-11-06 | PreparationDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2023 | TaxYr |
| Build TS | 2024-10-15 13:58:12Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Principal Officer | KATHI STANEK | PrincipalOfficerNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 330 N ORCHARD STREET | AddressLine1Txt |
| City | MADISON | CityNm |
| State Abbreviation | WI | StateAbbreviationCd |
| ZIP | 537151119 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | $33,752,475 | GrossReceiptsAmt |
| Group Return For Affiliates | 0 | GroupReturnForAffiliatesInd |
| Organization501c3 | Yes (X) | Organization501c3Ind |
| Website Address | HTTPS://MORGRIDGE.ORG/ | WebsiteAddressTxt |
| Type Of Organization Corp | Yes (X) | TypeOfOrganizationCorpInd |
| Formation | 2006 | FormationYr |
| Legal Domicile State | WI | LegalDomicileStateCd |
| Activity Or Mission | RESEARCH INSTITUTE TO SUPPORT MEDICAL RESEARCH AND EDUCATION AT THE UNIVERSITY OF WISCONSIN-MADISON IN CONJUNCTION WITH THE UNIVERSITY OF WISCONSIN HOSPITALS AND CLINICS AUTHORITY. THE PRIMARY PURPOSES FOR THE INSTITUTE ARE AS FOLLOWS:1) COLLABORATION - SPARK RESEARCH COLLABORATIONS ACROSS THE SCIENCES AND THE UW-HOSPITAL THAT ACCELERATE BREAKTHROUGH DISCOVERIES TO IMPROVE HUMAN HEALTH.2) INTERACTION - FOSTER INTERACTION BETWEEN PUBLIC AND PRIVATE RESEARCH THAT BREAKS DOWN BARRIERS BETWEEN RESEARCHERS, LABS AND SCIENTIFIC DISCIPLINES. | ActivityOrMissionDesc |
| Voting Members Governing Body | 17 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 13 | VotingMembersIndependentCnt |
| Total Employee | 182 | TotalEmployeeCnt |
| Total Volunteers | 0 | TotalVolunteersCnt |
| Total Gross UBI | $0 | TotalGrossUBIAmt |
| Net Unrelated Bus Txbl Incm | $0 | NetUnrelatedBusTxblIncmAmt |
| PY Contributions Grants | $26,024,399 | PYContributionsGrantsAmt |
| CY Contributions Grants | $33,528,597 | CYContributionsGrantsAmt |
| PY Program Service Revenue | $43,160 | PYProgramServiceRevenueAmt |
| CY Program Service Revenue | $68,461 | CYProgramServiceRevenueAmt |
| PY Investment Income | -$123,698 | PYInvestmentIncomeAmt |
| CY Investment Income | -$183,099 | CYInvestmentIncomeAmt |
| PY Other Revenue | $245,576 | PYOtherRevenueAmt |
| CY Other Revenue | $155,372 | CYOtherRevenueAmt |
| PY Total Revenue | $26,189,437 | PYTotalRevenueAmt |
| CY Total Revenue | $33,569,331 | CYTotalRevenueAmt |
| PY Grants And Similar Paid | $1,394,317 | PYGrantsAndSimilarPaidAmt |
| CY Grants And Similar Paid | $1,519,557 | CYGrantsAndSimilarPaidAmt |
| PY Benefits Paid To Members | $0 | PYBenefitsPaidToMembersAmt |
| CY Benefits Paid To Members | $0 | CYBenefitsPaidToMembersAmt |
| PY Salaries Comp Emp Bnft Paid | $14,819,639 | PYSalariesCompEmpBnftPaidAmt |
| CY Salaries Comp Emp Bnft Paid | $17,403,439 | CYSalariesCompEmpBnftPaidAmt |
| PY Total Prof Fndrsng Expns | $0 | PYTotalProfFndrsngExpnsAmt |
| CY Total Prof Fndrsng Expns | $0 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $1,166,117 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $11,886,932 | PYOtherExpensesAmt |
| CY Other Expenses | $13,336,179 | CYOtherExpensesAmt |
| PY Total Expenses | $28,100,888 | PYTotalExpensesAmt |
| CY Total Expenses | $32,259,175 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | -$1,911,451 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | $1,310,156 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $87,077,299 | TotalAssetsBOYAmt |
| Total Assets EOY | $88,421,400 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $56,732,508 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $56,047,569 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | $30,344,791 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $32,373,831 | NetAssetsOrFundBalancesEOYAmt |
| Info In Schedule O Part III | Yes (X) | InfoInScheduleOPartIIIInd |
| 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. | MissionDesc |
| Significant New Program Srvc | 0 | SignificantNewProgramSrvcInd |
| Significant Change | 0 | SignificantChangeInd |
| Expense | $6,114,487 | ExpenseAmt |
| Grant | $125,270 | GrantAmt |
| Desc | 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. | Desc |
Prog Srvc Accom Acty2 ProgSrvcAccomActy2Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $4,143,059 | ExpenseAmt |
| Desc | 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. | Desc |
Prog Srvc Accom Acty3 ProgSrvcAccomActy3Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $3,512,225 | ExpenseAmt |
| Grant | $186,312 | GrantAmt |
| Desc | 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. | Desc |
Prog Srvc Accom Acty Other ProgSrvcAccomActyOtherGrp (4 entries)
| ExpenseExpenseAmt | GrantGrantAmt | DescDesc | RevenueRevenueAmt |
|---|---|---|---|
| $2,608,288 | $115,773 | 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. | |
| $2,346,605 | $1,001,459 | 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. | |
| $2,054,089 | $42,297 | 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. | $68,461 |
| $719,056 | $48,446 | COMMUNITY ENGAGEMENT: - ENGAGE THE COMMUNITY IN SCIENCE EDUCATION. |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Other Prog Srvc Expense | $7,728,038 | TotalOtherProgSrvcExpenseAmt |
| Total Other Prog Srvc Grant | $1,207,975 | TotalOtherProgSrvcGrantAmt |
| Total Other Prog Srvc Revenue | $68,461 | TotalOtherProgSrvcRevenueAmt |
| Total Program Service Expenses | $21,497,809 | TotalProgramServiceExpensesAmt |
| Described In Section501c3 | Yes (1) | DescribedInSection501c3Ind |
| Schedule B Required | Yes (1) | ScheduleBRequiredInd |
| Political Campaign Acty | 0 | PoliticalCampaignActyInd |
| Lobbying Activities | 0 | LobbyingActivitiesInd |
| Subject To Proxy Tax | 0 | SubjectToProxyTaxInd |
| Donor Advised Fund | 0 | DonorAdvisedFundInd |
| Conservation Easements | 0 | ConservationEasementsInd |
| Collections Of Art | 0 | CollectionsOfArtInd |
| Credit Counseling | 0 | CreditCounselingInd |
| Donor Rstr Or Quasi Endowments | 0 | DonorRstrOrQuasiEndowmentsInd |
| Report Land Building Equipment | Yes (1) | ReportLandBuildingEquipmentInd |
| Report Investments Other Sec | 0 | ReportInvestmentsOtherSecInd |
| Report Program Related Invst | 0 | ReportProgramRelatedInvstInd |
| Report Other Assets | Yes (1) | ReportOtherAssetsInd |
| Report Other Liabilities | Yes (1) | ReportOtherLiabilitiesInd |
| Include FIN48 Footnote | Yes (1) | IncludeFIN48FootnoteInd |
| Independent Audit Fincl Stmt | 0 | IndependentAuditFinclStmtInd |
| Consolidated Audit Fincl Stmt | Yes (1) | ConsolidatedAuditFinclStmtInd |
| School Operating | 0 | SchoolOperatingInd |
| Foreign Office | 0 | ForeignOfficeInd |
| Foreign Activities | 0 | ForeignActivitiesInd |
| More Than5000 K To Org | 0 | MoreThan5000KToOrgInd |
| More Than5000 K To Individuals | 0 | MoreThan5000KToIndividualsInd |
| Professional Fundraising | 0 | ProfessionalFundraisingInd |
| Fundraising Activities | 0 | FundraisingActivitiesInd |
| Gaming Activities | 0 | GamingActivitiesInd |
| Operate Hospital | 0 | OperateHospitalInd |
| Grants To Organizations | Yes (1) | GrantsToOrganizationsInd |
| Grants To Individuals | 0 | GrantsToIndividualsInd |
| Schedule J Required | Yes (1) | ScheduleJRequiredInd |
| Tax Exempt Bonds | 0 | TaxExemptBondsInd |
| Engaged In Excess Benefit Trans | 0 | EngagedInExcessBenefitTransInd |
| PY Excess Benefit Trans | 0 | PYExcessBenefitTransInd |
| Loan Outstanding | 0 | LoanOutstandingInd |
| Grant To Related Person | 0 | GrantToRelatedPersonInd |
| Business Rln With Org Mem | 0 | BusinessRlnWithOrgMemInd |
| Business Rln With Fam Mem | 0 | BusinessRlnWithFamMemInd |
| Business Rln With35 Ctrl Ent | 0 | BusinessRlnWith35CtrlEntInd |
| Deductible Non Cash Contri | 0 | DeductibleNonCashContriInd |
| Deductible Art Contribution | 0 | DeductibleArtContributionInd |
| Terminate Operations | 0 | TerminateOperationsInd |
| Partial Liquidation | 0 | PartialLiquidationInd |
| Disregarded Entity | 0 | DisregardedEntityInd |
| Related Entity | Yes (1) | RelatedEntityInd |
| Related Organization Ctrl Ent | Yes (1) | RelatedOrganizationCtrlEntInd |
| Transaction With Control Ent | Yes (1) | TransactionWithControlEntInd |
| Trnsfr Exmpt Non Chrtbl Rltd Org | 0 | TrnsfrExmptNonChrtblRltdOrgInd |
| Activities Conducted Prtshp | 0 | ActivitiesConductedPrtshpInd |
| Schedule O Required | Yes (1) | ScheduleORequiredInd |
| IRP Document | 56 | IRPDocumentCnt |
| IRP Document W2 G | 0 | IRPDocumentW2GCnt |
| Backup Wthld Compliance | Yes (1) | BackupWthldComplianceInd |
| Employee | 182 | EmployeeCnt |
| Employment Tax Returns Filed | Yes (1) | EmploymentTaxReturnsFiledInd |
| Unrelated Bus Incm Over Limit | 0 | UnrelatedBusIncmOverLimitInd |
| Foreign Financial Account | 0 | ForeignFinancialAccountInd |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTransInd |
| Taxable Party Notification | 0 | TaxablePartyNotificationInd |
| Nondeductible Contributions | 0 | NondeductibleContributionsInd |
| Quid Pro Quo Contributions | 0 | QuidProQuoContributionsInd |
| Form8282 Property Disposed Of | 0 | Form8282PropertyDisposedOfInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | 0 | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | 0 | PayPremiumsPrsnlBnftCntrctInd |
| Indoor Tanning Services | 0 | IndoorTanningServicesInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | 0 | SubjToTaxRmnrtnExPrchtPymtInd |
| Subject To Excs Tax Net Invst Inc | 0 | SubjectToExcsTaxNetInvstIncInd |
| Info In Schedule O Part VI | Yes (X) | InfoInScheduleOPartVIInd |
| Governing Body Voting Members | 17 | GoverningBodyVotingMembersCnt |
| Independent Voting Member | 13 | IndependentVotingMemberCnt |
| Family Or Business Rln | Yes (1) | FamilyOrBusinessRlnInd |
| Delegation Of Mgmt Duties | 0 | DelegationOfMgmtDutiesInd |
| Change To Org Documents | Yes (1) | ChangeToOrgDocumentsInd |
| Material Diversion Or Misuse | 0 | MaterialDiversionOrMisuseInd |
| Members Or Stockholders | 0 | MembersOrStockholdersInd |
| Election Of Board Members | Yes (1) | ElectionOfBoardMembersInd |
| Decisions Subject To Approva | 0 | DecisionsSubjectToApprovaInd |
| Minutes Of Governing Body | Yes (1) | MinutesOfGoverningBodyInd |
| Minutes Of Committees | Yes (1) | MinutesOfCommitteesInd |
| Officer Mailing Address | 0 | OfficerMailingAddressInd |
| Local Chapters | 0 | LocalChaptersInd |
| Form990 Provided To Gvrn Body | Yes (1) | Form990ProvidedToGvrnBodyInd |
| Conflict Of Interest Policy | Yes (1) | ConflictOfInterestPolicyInd |
| Annual Disclosure Covered Prsn | Yes (1) | AnnualDisclosureCoveredPrsnInd |
| Regular Monitoring Enfrc | Yes (1) | RegularMonitoringEnfrcInd |
| Whistleblower Policy | Yes (1) | WhistleblowerPolicyInd |
| Document Retention Policy | Yes (1) | DocumentRetentionPolicyInd |
| Compensation Process CEO | Yes (1) | CompensationProcessCEOInd |
| Compensation Process Other | Yes (1) | CompensationProcessOtherInd |
| Investment In Joint Venture | 0 | InvestmentInJointVentureInd |
| States Where Copy Of Return Is Fld | WI | StatesWhereCopyOfReturnIsFldCd |
| Upon Request | Yes (X) | UponRequestInd |
Books In Care Of Detail BooksInCareOfDetail
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | KATHI STANEK | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 6083164100 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 330 N ORCHARD STREET | AddressLine1Txt |
| City | MADISON | CityNm |
| State Abbreviation | WI | StateAbbreviationCd |
| ZIP | 537151119 | ZIPCd |
Form990 Part VII Section A Form990PartVIISectionAGrp (26 entries)
| TitleTitleTxt | Average Hours Per WeekAverageHoursPerWeekRt | Average Hours Per Week Rltd OrgAverageHoursPerWeekRltdOrgRt | Individual Trustee Or DirectorIndividualTrusteeOrDirectorInd | Reportable Comp From OrgReportableCompFromOrgAmt | Reportable Comp From Rltd OrgReportableCompFromRltdOrgAmt | Other CompensationOtherCompensationAmt | OfficerOfficerInd | Key EmployeeKeyEmployeeInd | Highest Compensated EmployeeHighestCompensatedEmployeeInd |
|---|---|---|---|---|---|---|---|---|---|
| ERIK IVERSON | |||||||||
| TRUSTEE | 4.00 | 40.25 | Yes (X) | $15,000 | $762,445 | $171,013 | |||
| BRAD SCHWARTZ | |||||||||
| CEO/TRUSTEE | 40.00 | 0.25 | Yes (X) | $521,700 | $0 | $50,535 | Yes (X) | ||
| DEBORAH KELLER | |||||||||
| TRUSTEE | 2.00 | 2.25 | Yes (X) | $15,000 | $27,000 | $0 | |||
| WINSLOW L SARGEANT | |||||||||
| TRUSTEE | 2.00 | 2.25 | Yes (X) | $15,000 | $27,000 | $0 | |||
| PATRICIA LIPTON | |||||||||
| TRUSTEE | 2.00 | 3.25 | Yes (X) | $15,000 | $24,000 | $0 | |||
| JACQUELYN FREDRICK | |||||||||
| TRUSTEE/CHAIR | 2.00 | 0.25 | Yes (X) | $15,000 | $0 | $0 | Yes (X) | ||
| MARY BURKE | |||||||||
| TRUSTEE | 2.00 | 0.25 | Yes (X) | $15,000 | $0 | $0 | |||
| HARVEY COHEN | |||||||||
| TRUSTEE | 2.00 | 0.25 | Yes (X) | $15,000 | $0 | $0 | |||
| JAMES DAHLBERG | |||||||||
| TRUSTEE | 2.00 | 0.25 | Yes (X) | $15,000 | $0 | $0 | |||
| JOHN NEIS | |||||||||
| TRUSTEE | 2.00 | 0.25 | Yes (X) | $15,000 | $0 | $0 | |||
| JOHN BURRIS | |||||||||
| TRUSTEE | 2.00 | 0.25 | Yes (X) | $15,000 | $0 | $0 | |||
| THOMAS PYLE JR | |||||||||
| TRUSTEE | 2.00 | 0.25 | Yes (X) | $15,000 | $0 | $0 | |||
| THOMAS KRUMMEL | |||||||||
| TRUSTEE (UNTIL 2/2024) | 2.00 | 0.25 | Yes (X) | $10,000 | $0 | $0 | |||
| TESS MORGRIDGE GARDNER | |||||||||
| TRUSTEE | 2.00 | 0.25 | Yes (X) | $10,000 | $0 | $0 | |||
| ERIC MORGRIDGE | |||||||||
| TRUSTEE | 2.00 | 0.25 | Yes (X) | $10,000 | $0 | $0 | |||
| FRED ROBERTSON | |||||||||
| TRUSTEE/VICE CHAIR | 2.00 | 0.25 | Yes (X) | $0 | $0 | $0 | Yes (X) | ||
| JOHN MORGRIDGE | |||||||||
| TRUSTEE | 2.00 | 0.25 | Yes (X) | $0 | $0 | $0 | |||
| TASHIA MORGRIDGE | |||||||||
| TRUSTEE | 2.00 | 0.25 | Yes (X) | $0 | $0 | $0 | |||
| KATHI STANEK | |||||||||
| CFO/COO/TREASURER | 40.00 | 0.25 | $339,900 | $0 | $48,592 | Yes (X) | |||
| BRIAN MATTMILLER | |||||||||
| CHIEF COMMUNICATIONS OFF./SECRETARY | 40.00 | 0.25 | $218,247 | $0 | $47,845 | Yes (X) | |||
| WILLIAM SWISHER JR | |||||||||
| CHIEF DEVELOPMENT OFFICER | 40.00 | 0.00 | $291,508 | $0 | $55,277 | Yes (X) | |||
| MELISSA SKALA | |||||||||
| LEAD INVESTIGATOR | 40.00 | 0.00 | $274,579 | $0 | $52,055 | Yes (X) | |||
| PAUL AHLQUIST | |||||||||
| LEAD INVESTIGATOR | 40.00 | 0.00 | $221,504 | $0 | $48,087 | Yes (X) | |||
| RONALD STEWART | |||||||||
| ASSOCIATE DIRECTOR - BIOIN | 40.00 | 0.00 | $201,577 | $0 | $36,276 | Yes (X) | |||
| JILL WALDER | |||||||||
| DIRECTOR OF HUMAN RESOURCE | 40.00 | 0.00 | $175,321 | $0 | $43,254 | Yes (X) | |||
| DOUG EKLUND | |||||||||
| CONTROLLER | 40.00 | 0.00 | $182,489 | $0 | $31,103 | Yes (X) | |||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | $2,621,825 | TotalReportableCompFromOrgAmt |
| Tot Reportable Comp Rltd Org | $840,445 | TotReportableCompRltdOrgAmt |
| Total Other Compensation | $584,037 | TotalOtherCompensationAmt |
| Indiv Rcvd Greater Than100 K | 35 | IndivRcvdGreaterThan100KCnt |
| Former Ofcr Employees Listed | 0 | FormerOfcrEmployeesListedInd |
| Total Comp Greater Than150 K | Yes (1) | TotalCompGreaterThan150KInd |
| Compensation From Other Srcs | 0 | CompensationFromOtherSrcsInd |
Contractor Compensation ContractorCompensationGrp (2 entries)
| Address Line1ContractorAddress/USAddress/AddressLine1Txt | CityContractorAddress/USAddress/CityNm | State AbbreviationContractorAddress/USAddress/StateAbbreviationCd | ZIPContractorAddress/USAddress/ZIPCd | ServicesServicesDesc | CompensationCompensationAmt |
|---|---|---|---|---|---|
| RSM US LLP | |||||
| PO BOX 5946 | MADISON | WI | 53717 | AUDIT/TAX SERVICES | $125,543 |
| GOTTLIEB GROUP COMMUNICATIONS LLC | |||||
| 4616 25TH AVENUE NE | SEATTLE | WA | 98105 | CONSULTING | $110,500 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cntrct Rcvd Greater Than100 K | 2 | CntrctRcvdGreaterThan100KCnt |
| Related Organizations | $25,098,141 | RelatedOrganizationsAmt |
| Government Grants | $6,827,656 | GovernmentGrantsAmt |
| All Other Contributions | $1,602,800 | AllOtherContributionsAmt |
| Total Contributions | $33,528,597 | TotalContributionsAmt |
Program Service Revenue ProgramServiceRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | METABOLISM | Desc |
| Business | 900099 | BusinessCd |
| Total Revenue Column | $68,461 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $68,461 | RelatedOrExemptFuncIncomeAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | $68,461 | TotalProgramServiceRevenueAmt |
Investment Income InvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $45 | TotalRevenueColumnAmt |
| Exclusion | $45 | ExclusionAmt |
Gross Rents GrossRentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | $155,372 | RealAmt |
Less Rental Expenses LessRentalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | $0 | RealAmt |
Rental Income Or Loss RentalIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | $155,372 | RealAmt |
Net Rental Income Or Loss NetRentalIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $155,372 | TotalRevenueColumnAmt |
| Exclusion | $155,372 | ExclusionAmt |
Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other | $183,144 | OtherAmt |
Gain Or Loss GainOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other | -$183,144 | OtherAmt |
Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | -$183,144 | TotalRevenueColumnAmt |
| Exclusion | -$183,144 | ExclusionAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $33,569,331 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $68,461 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $0 | UnrelatedBusinessRevenueAmt |
| Exclusion | -$27,727 | ExclusionAmt |
Grants To Domestic Orgs GrantsToDomesticOrgsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,519,557 | TotalAmt |
| Program Services | $1,519,557 | ProgramServicesAmt |
Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $3,104,850 | TotalAmt |
| Program Services | $832,679 | ProgramServicesAmt |
| Management And General | $1,925,386 | ManagementAndGeneralAmt |
| Fundraising | $346,785 | FundraisingAmt |
Other Salaries And Wages OtherSalariesAndWagesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $9,807,018 | TotalAmt |
| Program Services | $6,994,569 | ProgramServicesAmt |
| Management And General | $2,465,554 | ManagementAndGeneralAmt |
| Fundraising | $346,895 | FundraisingAmt |
Pension Plan Contributions PensionPlanContributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,258,913 | TotalAmt |
| Program Services | $780,526 | ProgramServicesAmt |
| Management And General | $415,441 | ManagementAndGeneralAmt |
| Fundraising | $62,946 | FundraisingAmt |
Other Employee Benefits OtherEmployeeBenefitsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $2,338,292 | TotalAmt |
| Program Services | $1,314,083 | ProgramServicesAmt |
| Management And General | $896,677 | ManagementAndGeneralAmt |
| Fundraising | $127,532 | FundraisingAmt |
Payroll Taxes PayrollTaxesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $894,366 | TotalAmt |
| Program Services | $554,507 | ProgramServicesAmt |
| Management And General | $295,141 | ManagementAndGeneralAmt |
| Fundraising | $44,718 | FundraisingAmt |
Fees For Services Legal FeesForServicesLegalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $106,192 | TotalAmt |
| Management And General | $106,192 | ManagementAndGeneralAmt |
Fees For Services Accounting FeesForServicesAccountingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $225,304 | TotalAmt |
| Management And General | $225,304 | ManagementAndGeneralAmt |
Fees For Services Other FeesForServicesOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $3,102,276 | TotalAmt |
| Program Services | $2,617,156 | ProgramServicesAmt |
| Management And General | $484,576 | ManagementAndGeneralAmt |
| Fundraising | $544 | FundraisingAmt |
Advertising AdvertisingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $193,898 | TotalAmt |
| Program Services | $55,954 | ProgramServicesAmt |
| Management And General | $131,724 | ManagementAndGeneralAmt |
| Fundraising | $6,220 | FundraisingAmt |
Office Expenses OfficeExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,153,236 | TotalAmt |
| Program Services | $782,831 | ProgramServicesAmt |
| Management And General | $351,055 | ManagementAndGeneralAmt |
| Fundraising | $19,350 | FundraisingAmt |
Information Technology InformationTechnologyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $403,189 | TotalAmt |
| Program Services | $70,308 | ProgramServicesAmt |
| Management And General | $317,938 | ManagementAndGeneralAmt |
| Fundraising | $14,943 | FundraisingAmt |
Occupancy OccupancyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $5,198,485 | TotalAmt |
| Program Services | $3,679,085 | ProgramServicesAmt |
| Management And General | $1,322,176 | ManagementAndGeneralAmt |
| Fundraising | $197,224 | FundraisingAmt |
Travel TravelGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $706,709 | TotalAmt |
| Program Services | $462,438 | ProgramServicesAmt |
| Management And General | $231,392 | ManagementAndGeneralAmt |
| Fundraising | $12,879 | FundraisingAmt |
Conferences Meetings ConferencesMeetingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $234,171 | TotalAmt |
| Program Services | $107,107 | ProgramServicesAmt |
| Management And General | $124,802 | ManagementAndGeneralAmt |
| Fundraising | $2,262 | FundraisingAmt |
Depreciation Depletion DepreciationDepletionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,219,195 | TotalAmt |
| Program Services | $1,156,929 | ProgramServicesAmt |
| Management And General | $54,362 | ManagementAndGeneralAmt |
| Fundraising | $7,904 | FundraisingAmt |
Insurance InsuranceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $147,521 | TotalAmt |
| Program Services | $101,789 | ProgramServicesAmt |
| Management And General | $39,831 | ManagementAndGeneralAmt |
| Fundraising | $5,901 | FundraisingAmt |
Other Expenses OtherExpensesGrp (4 entries)
| DescDesc | TotalTotalAmt | Program ServicesProgramServicesAmt | Management And GeneralManagementAndGeneralAmt | FundraisingFundraisingAmt |
|---|---|---|---|---|
| LAB SUPPLIES | $385,697 | $371,075 | $14,622 | |
| MEALS & ENTERTAINMENT | $161,082 | $90,086 | $61,778 | $9,218 |
| PROFESSIONAL DUES AND F | $47,652 | $7,032 | $39,280 | $1,340 |
| DEVEL EDUCATION & TRAIN | $12,561 | $739 | $11,372 | $450 |
All Other Expenses AllOtherExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $39,011 | TotalAmt |
| Program Services | -$641 | ProgramServicesAmt |
| Management And General | $80,646 | ManagementAndGeneralAmt |
| Fundraising | -$40,994 | FundraisingAmt |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $32,259,175 | TotalAmt |
| Program Services | $21,497,809 | ProgramServicesAmt |
| Management And General | $9,595,249 | ManagementAndGeneralAmt |
| Fundraising | $1,166,117 | FundraisingAmt |
Cash Non Interest Bearing CashNonInterestBearingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $3,198,398 | BOYAmt |
| EOY | $4,133,876 | EOYAmt |
Accounts Receivable AccountsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $854,656 | BOYAmt |
| EOY | $1,309,400 | EOYAmt |
Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $186,719 | BOYAmt |
| EOY | $194,182 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Bldg Equip Cost Or Other Bss | $16,340,075 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $11,196,580 | LandBldgEquipAccumDeprecAmt |
Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $4,945,735 | BOYAmt |
| EOY | $5,143,495 | EOYAmt |
Other Assets Total OtherAssetsTotalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $77,891,791 | BOYAmt |
| EOY | $77,640,447 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $87,077,299 | BOYAmt |
| EOY | $88,421,400 | EOYAmt |
Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $4,184,755 | BOYAmt |
| EOY | $4,024,134 | EOYAmt |
Deferred Revenue DeferredRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $3,094,320 | BOYAmt |
| EOY | $3,337,885 | EOYAmt |
Other Liabilities OtherLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $49,453,433 | BOYAmt |
| EOY | $48,685,550 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $56,732,508 | BOYAmt |
| EOY | $56,047,569 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization Follows FASB117 | Yes (X) | OrganizationFollowsFASB117Ind |
No Donor Restriction Net Assets NoDonorRestrictionNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $30,195,888 | BOYAmt |
| EOY | $32,264,887 | EOYAmt |
Donor Restriction Net Assets DonorRestrictionNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $148,903 | BOYAmt |
| EOY | $108,944 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $30,344,791 | BOYAmt |
| EOY | $32,373,831 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $87,077,299 | BOYAmt |
| EOY | $88,421,400 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part XI | Yes (X) | InfoInScheduleOPartXIInd |
| Reconcilation Revenue Expnss | $1,310,156 | ReconcilationRevenueExpnssAmt |
| Other Changes In Net Assets | $718,884 | OtherChangesInNetAssetsAmt |
| Method Of Accounting Accrual | Yes (X) | MethodOfAccountingAccrualInd |
| Accountant Compile Or Review | 0 | AccountantCompileOrReviewInd |
| FS Audited | Yes (1) | FSAuditedInd |
FS Audited Basis FSAuditedBasisGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Consolidated Basis Fincl Stmt | Yes (X) | ConsolidatedBasisFinclStmtInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Audit Committee | Yes (1) | AuditCommitteeInd |
| Federal Grant Audit Required | Yes (1) | FederalGrantAuditRequiredInd |
| Federal Grant Audit Performed | Yes (1) | FederalGrantAuditPerformedInd |
Schedule A IRS990ScheduleA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Medical Research Organization | Yes (X) | MedicalResearchOrganizationInd |
Hospital Name And Address HospitalNameAndAddressGrp
Supported Organization Name SupportedOrganizationName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | UW HOSPITAL | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| City | MADISON | CityNm |
| State Abbreviation | WI | StateAbbreviationCd |
Schedule B IRS990ScheduleB
Contributor Information ContributorInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | RESTRICTED | ContributorNum |
Contributor Business Name ContributorBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | RESTRICTED | BusinessNameLine1 |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | RESTRICTED | AddressLine1 |
| Address Line2 | RESTRICTED | AddressLine2 |
| City | RESTRICTED | City |
| State | RESTRICTED | State |
| ZIP Code | RESTRICTED | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | RESTRICTED | TotalContributionsAmt |
Schedule D IRS990ScheduleD
Leasehold Improvements LeaseholdImprovementsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $3,394,609 | OtherCostOrOtherBasisAmt |
| Depreciation | $1,481,401 | DepreciationAmt |
| Book Value | $1,913,208 | BookValueAmt |
Equipment EquipmentGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $12,945,466 | OtherCostOrOtherBasisAmt |
| Depreciation | $9,715,179 | DepreciationAmt |
| Book Value | $3,230,287 | BookValueAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Land Buildings | $5,143,495 | TotalBookValueLandBuildingsAmt |
Other Assets Org OtherAssetsOrgGrp (3 entries)
| DescDesc | Book ValueBookValueAmt |
|---|---|
| DUE FROM WARF | $5,579,920 |
| DUE FROM MORGRIDGE INSTITUTE FOUNDATION | $25,304,924 |
| RIGHT OF USE - FINANCIAL ASSET | $46,755,603 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Other Assets | $77,640,447 | TotalBookValueOtherAssetsAmt |
Other Liabilities Org OtherLiabilitiesOrgGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | OPERATING LEASE LIABILITY | Desc |
| Amt | $48,685,550 | Amt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Liability | $48,685,550 | TotalLiabilityAmt |
| Footnote Text | Yes (X) | FootnoteTextInd |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | PART X, LINE 2: | FormAndLineReferenceDesc |
| Explanation | THE ORGANIZATION HAS BEEN GRANTED AN EXEMPTION FROM FEDERAL INCOME TAX UNDER SECTION 501(C)(3) OF THE INTERNAL REVENUE CODE. UNDER THIS EXEMPTION, INCOME TAX IS PAID ONLY ON NET UNRELATED BUSINESS INCOME. THE ORGANIZATION IS ALSO EXEMPT FROM WISCONSIN INCOME TAX. THE ORGANIZATION FOLLOWS THE GUIDANCE RELATIVE TO ACCOUNTING FOR UNCERTAINTY IN INCOME TAXES, WHICH ADDRESSES THE DETERMINATION OF WHETHER TAX BENEFITS CLAIMED OR EXPECTED TO BE CLAIMED ON A TAX RETURN SHOULD BE RECORDED IN THE FINANCIAL STATEMENTS. UNDER THIS GUIDANCE, THE ORGANIZATION MAY RECOGNIZE THE TAX BENEFIT FROM AN UNCERTAIN TAX POSITION ONLY IF IT IS MORE LIKELY THAN NOT THAT THE TAX POSITION WILL BE SUSTAINED ON EXAMINATION BY TAXING AUTHORITIES, BASED ON THE TECHNICAL MERITS OF THE POSITION. EXAMPLES OF TAX POSITIONS INCLUDE THE TAX-EXEMPT STATUS OF THE ORGANIZATION AND VARIOUS POSITIONS RELATED TO THE POTENTIAL SOURCES OF UNRELATED BUSINESS TAXABLE INCOME (UBIT). ANY TAX BENEFITS RECOGNIZED IN THE FINANCIAL STATEMENTS FROM SUCH A POSITION ARE MEASURED BASED ON THE LARGEST BENEFIT THAT HAS A GREATER THAN 50 PERCENT LIKELIHOOD OF BEING REALIZED UPON ULTIMATE SETTLEMENT. THE ORGANIZATION FILES FORM 990 IN THE U.S. FEDERAL JURISDICTION AND THE STATE OF WISCONSIN. | ExplanationTxt |
Schedule I IRS990ScheduleI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Records Maintained | Yes (1) | GrantRecordsMaintainedInd |
Recipient Table RecipientTable
Recipient Business Name RecipientBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | UNIVERSITY OF WISCONSIN - MADISON | BusinessNameLine1Txt |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 500 LINCOLN DR | AddressLine1Txt |
| City | MADISON | CityNm |
| State Abbreviation | WI | StateAbbreviationCd |
| ZIP | 53706 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient EIN | 396006492 | RecipientEIN |
| IRC Section | 115 | IRCSectionDesc |
| Cash Grant | $1,519,557 | CashGrantAmt |
| Non Cash Assistance | $0 | NonCashAssistanceAmt |
| Purpose Of Grant | TO SUPPORT ONGOING RESEARCH AND EDUCATION. | PurposeOfGrantTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total501c3 Org | 1 | Total501c3OrgCnt |
| Total Other Org | 0 | TotalOtherOrgCnt |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | PART I, LINE 2: | FormAndLineReferenceDesc |
| Explanation | DETAILED PROJECT BUDGETS (WHICH INCLUDE GRANT AMOUNTS) ARE REVIEWED AND APPROVED BY THE CFO. BUDGET TO ACTUAL COMPARISONS ARE PREPARED QUARTERLY TO MEASURE COMPLIANCE WITH SPENDING LIMITS. REQUESTS FOR ADDITIONAL FUNDING NEED TO FOLLOW THE BUDGET AND APPROVAL PROCESS. | ExplanationTxt |
Schedule J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| Compensation Committee | Yes (X) | CompensationCommitteeInd |
| Independent Consultant | Yes (X) | IndependentConsultantInd |
| Compensation Survey | Yes (X) | CompensationSurveyInd |
| Board Or Committee Approval | Yes (X) | BoardOrCommitteeApprovalInd |
| Severance Payment | 0 | SeverancePaymentInd |
| Supplemental Nonqual Rtr Plan | Yes (1) | SupplementalNonqualRtrPlanInd |
| Equity Based Comp Arrngm | 0 | EquityBasedCompArrngmInd |
| Comp Based On Revenue Of Flng Org | 0 | CompBasedOnRevenueOfFlngOrgInd |
| Comp Bsd On Rev Related Orgs | 0 | CompBsdOnRevRelatedOrgsInd |
| Comp Bsd Net Earns Flng Org | 0 | CompBsdNetEarnsFlngOrgInd |
| Comp Bsd Net Earns Rltd Orgs | 0 | CompBsdNetEarnsRltdOrgsInd |
| Any Non Fixed Payments | 0 | AnyNonFixedPaymentsInd |
| Initial Contract Exception | 0 | InitialContractExceptionInd |
Rltd Org Officer Trst Key Empl RltdOrgOfficerTrstKeyEmplGrp (10 entries)
| TitleTitleTxt | Base Compensation Filing OrgBaseCompensationFilingOrgAmt | Compensation Based On Rltd OrgsCompensationBasedOnRltdOrgsAmt | Bonus Filing OrganizationBonusFilingOrganizationAmount | Bonus Related OrganizationsBonusRelatedOrganizationsAmt | Other Compensation Filing OrgOtherCompensationFilingOrgAmt | Other Compensation Rltd OrgsOtherCompensationRltdOrgsAmt | Deferred Compensation Flng OrgDeferredCompensationFlngOrgAmt | Deferred Comp Rltd OrgsDeferredCompRltdOrgsAmt | Nontaxable Benefits Filing OrgNontaxableBenefitsFilingOrgAmt | Nontaxable Benefits Rltd OrgsNontaxableBenefitsRltdOrgsAmt | Total Compensation Filing OrgTotalCompensationFilingOrgAmt | Total Compensation Rltd OrgsTotalCompensationRltdOrgsAmt | Comp Report Prior990 Filing OrgCompReportPrior990FilingOrgAmt | Comp Report Prior990 Rltd OrgsCompReportPrior990RltdOrgsAmt |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| ERIK IVERSON | ||||||||||||||
| TRUSTEE | $15,000 | $542,155 | $0 | $220,290 | $0 | $0 | $0 | $120,736 | $0 | $50,277 | $15,000 | $933,458 | $0 | $0 |
| BRAD SCHWARTZ | ||||||||||||||
| CEO/TRUSTEE | $451,863 | $0 | $69,837 | $0 | $0 | $0 | $34,248 | $0 | $16,287 | $0 | $572,235 | $0 | $0 | $0 |
| KATHI STANEK | ||||||||||||||
| CFO/COO/TREASURER | $339,900 | $0 | $0 | $0 | $0 | $0 | $24,848 | $0 | $23,744 | $0 | $388,492 | $0 | $0 | $0 |
| WILLIAM SWISHER JR | ||||||||||||||
| CHIEF DEVELOPMENT OFFICER | $291,508 | $0 | $0 | $0 | $0 | $0 | $30,674 | $0 | $24,603 | $0 | $346,785 | $0 | $0 | $0 |
| MELISSA SKALA | ||||||||||||||
| LEAD INVESTIGATOR | $274,579 | $0 | $0 | $0 | $0 | $0 | $28,311 | $0 | $23,744 | $0 | $326,634 | $0 | $0 | $0 |
| PAUL AHLQUIST | ||||||||||||||
| LEAD INVESTIGATOR | $221,504 | $0 | $0 | $0 | $0 | $0 | $24,343 | $0 | $23,744 | $0 | $269,591 | $0 | $0 | $0 |
| BRIAN MATTMILLER | ||||||||||||||
| CHIEF COMMUNICATIONS OFF./SECRETARY | $218,247 | $0 | $0 | $0 | $0 | $0 | $24,101 | $0 | $23,744 | $0 | $266,092 | $0 | $0 | $0 |
| RONALD STEWART | ||||||||||||||
| ASSOCIATE DIRECTOR - BIOIN | $201,577 | $0 | $0 | $0 | $0 | $0 | $19,890 | $0 | $16,386 | $0 | $237,853 | $0 | $0 | $0 |
| JILL WALDER | ||||||||||||||
| DIRECTOR OF HUMAN RESOURCE | $175,321 | $0 | $0 | $0 | $0 | $0 | $19,510 | $0 | $23,744 | $0 | $218,575 | $0 | $0 | $0 |
| DOUG EKLUND | ||||||||||||||
| CONTROLLER | $182,489 | $0 | $0 | $0 | $0 | $0 | $14,717 | $0 | $16,386 | $0 | $213,592 | $0 | $0 | $0 |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | PART I, LINE 4B | FormAndLineReferenceDesc |
| Explanation | THE FOLLOWING INDIVIDUAL PARTICIPATES IN A 457(F) PLAN AND THE AMOUNT IS THE CONTRIBUTION TO THE PLAN DURING 2023: ERIK IVERSON: $55,844 | ExplanationTxt |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (8 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| FORM 990, PART VI, SECTION A, LINE 2 | JOHN & TASHIA MORGRIDGE ARE BOTH MORGRIDGE INSTITUTE FOR RESEARCH TRUSTEES AND ARE MARRIED. HOWEVER, NEITHER JOHN NOR TASHIA RECEIVE ANY COMPENSATION FOR THEIR ROLES AS TRUSTEES. TESS MORGRIDGE GARDNER AND ERIC MORGRIDGE ARE GRANDCHILDREN OF JOHN & TASHIA MORGRIDGE. |
| FORM 990, PART VI, SECTION A, LINE 4 | THE INSTITUTE UPDATED THEIR BYLAWS TO LIMIT THE NUMBER OF MEMBERS ON A COMMITTEE. |
| FORM 990, PART VI, SECTION A, LINE 7A | WISCONSIN ALUMNI RESEARCH FOUNDATION (WARF) HAS THE POWER TO APPOINT UP TO SIX (6) MEMBERS OF THE BOARD; THE CHANCELLOR OF THE UNIVERSITY OF WISCONSIN-MADISON HAS THE POWER TO APPOINT ONE (1) MEMBER OF THE BOARD WHO IS NOT AN EMPLOYEE OF THE UNIVERSITY; AS LONG AS THEY CHOOSE TO ACT IN THIS CAPACITY, JOHN AND TASHIA MORGRIDGE OR THEIR DESIGNEE(S) SHALL SERVE ON THE BOARD; AND THE MANAGING DIRECTOR OF WARF AND THE CEO OF THE MORGRIDGE INSTITUTE FOR RESEARCH SHALL ALWAYS SERVE ON THE BOARD. |
| FORM 990, PART VI, SECTION B, LINE 11B | THE FORM 990 IS INITIALLY REVIEWED AND APPROVED BY THE CFO AND OTHER MEMBERS OF THE MANAGEMENT TEAM. AN ELECTRONIC COPY OF THE FINAL VERSION OF THE FORM 990 IS SUBSEQUENTLY PROVIDED TO THE BOARD OF TRUSTEES FOR REVIEW PRIOR TO FILING. |
| FORM 990, PART VI, SECTION B, LINE 12C | THE MORGRIDGE TRUSTEES REVIEW THE CONFLICT OF INTEREST POLICY AND COMPLETE A CONFLICT OF INTEREST QUESTIONNAIRE ANNUALLY. MORGRIDGE REVIEWS CONFLICT MATTERS AS DISCLOSED THROUGH THE ANNUAL DISCLOSURE AND ON A ROLLING BASIS AND CONSIDERS THEM IN THE MANNER PROSCRIBED IN ITS CONFLICT POLICY. THE GOVERNANCE COMMITTEE OF THE BOARD OF TRUSTEES ALSO MEETS AS APPROPRIATE TO CONSIDER CONFLICT SITUATIONS. ALL MORGRIDGE EMPLOYEES SIGN A CONFLICT OF INTEREST AGREEMENT. THE CONFLICT OF INTEREST AGREEMENTS AND REQUIREMENTS ARE REVIEWED ANNUALLY BY THE MORGRIDGE INTERNAL CONFLICT OF INTEREST COMMITTEE. |
| FORM 990, PART VI, SECTION B, LINE 15 | MORGRIDGE INSTITUTE FOR RESEARCH RETAINS A NATIONAL INDEPENDENT HUMAN RESOURCES CONSULTING FIRM SPECIALIZING IN COMPENSATION ACTIVITIES TO REVIEW COMPENSATION FOR THE SENIOR MANAGEMENT OF THE ORGANIZATION. THE CONSULTANT IS RETAINED BY AND REPORTS TO THE CHAIR OF THE COMPENSATION COMMITTEE. EVERY THIRD YEAR THE CONSULTANT PROVIDES COMPARATIVE COMPENSATION DATA TO THE COMPENSATION COMMITTEE. THE OUTSIDE CONSULTANT PROVIDES A LETTER TO THE CHAIR OF THE COMPENSATION COMMITTEE DESCRIBING THE CONSULTANT'S ROLE IN ESTABLISHING THE REBUTTABLE PRESUMPTION OF REASONABLENESS STANDARD UNDER THE INTERMEDIATE SANCTIONS REGULATIONS AND HOW THE CONSULTANT PROVIDED THE ANALYSIS TO DETERMINE THE REASONABLENESS OF THE EXECUTIVE COMPENSATION PACKAGE EVERY THIRD YEAR. THE COMPENSATION COMMITTEE AND THE BOARD REVIEWS A WRITTEN SUMMARY OF EXECUTIVE ACCOMPLISHMENTS FOR THE FISCAL YEAR. DURING THE REVIEW, THE COMPENSATION COMMITTEE MEETS TO DISCUSS THE GENERAL DIRECTION AND SCOPE/RANGE OF EXECUTIVE COMPENSATION. THE COMPENSATION COMMITTEE DISCUSS THE EXECUTIVE EVALUATION AND RECOMMENDS A COMPENSATION ADJUSTMENT TO THE FULL BOARD. THE FULL BOARD REVIEWS AND APPROVES THE FINAL COMPENSATION ADJUSTMENT. |
| FORM 990, PART VI, SECTION C, LINE 19 | THESE DOCUMENTS ARE NOT MADE AVAILABLE. |
| FORM 990, PART XI, LINE 9: | POST-EMPLOYMENT BENEFITS PLAN CHANGES 718,884. INTEREST IN MORGRIDGE INSTITUTE FOUNDATION 495,192,273. NET ASSETS HELD AT MORGRIDGE INSTITUTE FOUNDATION -495,192,273. |
Schedule R IRS990ScheduleR
Id Related Tax Exempt Org IdRelatedTaxExemptOrgGrp (2 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | EINEIN | Primary ActivitiesPrimaryActivitiesTxt | Legal Domicile StateLegalDomicileStateCd | Exempt Code SectionExemptCodeSectionTxt | Public Charity StatusPublicCharityStatusTxt | Direct Controlling NADirectControllingNACd | Controlled OrganizationControlledOrganizationInd | Business Name Line1DirectControllingEntityName/BusinessNameLine1Txt |
|---|---|---|---|---|---|---|---|---|---|---|---|
| WISCONSIN ALUMNI RESEARCH FOUNDATION | |||||||||||
| 614 WALNUT STREET 13TH FLOOR | MADISON | WI | 53726 | 390833612 | RESEARCH | WI | 501(C)(3) | LINE 12C, III-FI | N/A | 0 | |
| THE MORGRIDGE INSTITUTE FOUNDATION INC | |||||||||||
| 330 N ORCHARD ST | MADISON | WI | 53715 | 822760376 | RESEARCH | WI | 501(C)(3) | LINE 12A, I | Yes (1) | THE MORGRIDGE INSTITUTE FOR RESEARCH INC | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Receipt Of Int Annts Rnts Rylts | 0 | ReceiptOfIntAnntsRntsRyltsInd |
| Gift Grnt Or Cap Contri To Oth Org | Yes (1) | GiftGrntOrCapContriToOthOrgInd |
| Gift Grnt Cap Contri From Oth Org | Yes (1) | GiftGrntCapContriFromOthOrgInd |
| Loans Or Guarantees To Other Org | 0 | LoansOrGuaranteesToOtherOrgInd |
| Loans Or Guarantees From Oth Org | 0 | LoansOrGuaranteesFromOthOrgInd |
| Div Related Organization | 0 | DivRelatedOrganizationInd |
| Asset Sale To Other Org | 0 | AssetSaleToOtherOrgInd |
| Asset Purchase From Other Org | 0 | AssetPurchaseFromOtherOrgInd |
| Asset Exchange | 0 | AssetExchangeInd |
| Rental Of Facilities To Oth Org | 0 | RentalOfFacilitiesToOthOrgInd |
| Rental Of Fclts From Oth Org | Yes (1) | RentalOfFcltsFromOthOrgInd |
| Perform Of Services For Oth Org | 0 | PerformOfServicesForOthOrgInd |
| Perform Of Services By Other Org | 0 | PerformOfServicesByOtherOrgInd |
| Sharing Of Facilities | Yes (1) | SharingOfFacilitiesInd |
| Paid Employees Sharing | Yes (1) | PaidEmployeesSharingInd |
| Reimbursement Paid To Other Org | Yes (1) | ReimbursementPaidToOtherOrgInd |
| Reimbursement Paid By Other Org | Yes (1) | ReimbursementPaidByOtherOrgInd |
| Transfer To Other Org | 0 | TransferToOtherOrgInd |
| Transfer From Other Org | 0 | TransferFromOtherOrgInd |
Transactions Related Org TransactionsRelatedOrgGrp (3 entries)
| Transaction TypeTransactionTypeTxt | InvolvedInvolvedAmt |
|---|---|
| THE MORGRIDGE INSTITUTE FOUNDATION INC | |
| C | $19,798,141 |
| THE MORGRIDGE INSTITUTE FOUNDATION INC | |
| P | $33,671,526 |
| THE MORGRIDGE INSTITUTE FOUNDATION INC | |
| Q | $129,098 |