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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.
Source: IRS Form 990 (Tax Year 2025)
Source: IRS e-Filed Form 990 (from the IRS e-File system), Tax Year 2024
Total Revenue
▼$78.4M
Program Spending
70%
of total expenses go to program services
Total Contributions
$78.1M
Total Expenses
▼$37.3M
Total Assets
$81.2M
Total Liabilities
▼$7.2M
Net Assets
$74M
Officer Compensation
→$3.6M
Other Salaries
$11.7M
Investment Income
$15.5K
Fundraising
▼N/A
Tax Year 2024 · Source: IRS Form 990, Schedule I (Grants and Other Assistance)
Total grants awarded: $1.3M
| Recipient | Location | Amount | Type | Purpose |
|---|---|---|---|---|
UNIVERSITY OF WISCONSIN - MADISON39-6006492 | MADISON, WI | $1.3M | Cash | TO SUPPORT ONGOING RESEARCH AND EDUCATION. |
| Total | $1.3M | |||
MADISON, WI
$1.3M
Source: USAspending.gov
No federal awards found for this organization.
USAspending.gov tracks federal grants, cooperative agreements, and other financial assistance. Not all nonprofits receive federal funding.
Source: Federal Audit Clearinghouse (fac.gov)
Total Audits
10
Clean Audits
10
Material Weakness
No
Noncompliance Issues
No
| Year | Status | Financial Report | Federal Expenditure | Low Risk | Accepted |
|---|---|---|---|---|---|
| 2025 | Clean | Unmodified (Clean) | $8.6M | Yes | 2025-12-19 |
| 2024 | Clean | Unmodified (Clean) | $6.6M | Yes | 2024-10-08 |
| 2023 | Clean | Unmodified (Clean) | $4.5M | Yes | 2023-10-30 |
| 2022 | Clean | Unmodified (Clean) | $5.1M | Yes | 2022-10-10 |
| 2021 | Clean | Unmodified (Clean) | $4.3M | Yes | 2021-11-21 |
| 2020 | Clean | Unmodified (Clean) | $7.1M | Yes | 2020-10-21 |
| 2019 | Clean | Unmodified (Clean) | $7M | Yes | 2019-10-02 |
| 2018 | Clean | Unmodified (Clean) | $7.7M | Yes | 2018-09-24 |
| 2017 | Clean | Unmodified (Clean) | $9.8M | Yes | 2017-10-10 |
| 2016 | Clean | Unmodified (Clean) | $8M | Yes | 2016-09-27 |
Financial Report
Unmodified (Clean)
Federal Expenditure
$8.6M
Financial Report
Unmodified (Clean)
Federal Expenditure
$6.6M
Financial Report
Unmodified (Clean)
Federal Expenditure
$4.5M
Financial Report
Unmodified (Clean)
Federal Expenditure
$5.1M
Financial Report
Unmodified (Clean)
Federal Expenditure
$4.3M
Financial Report
Unmodified (Clean)
Federal Expenditure
$7.1M
Financial Report
Unmodified (Clean)
Federal Expenditure
$7M
Financial Report
Unmodified (Clean)
Federal Expenditure
$7.7M
Financial Report
Unmodified (Clean)
Federal Expenditure
$9.8M
Financial Report
Unmodified (Clean)
Federal Expenditure
$8M
Tax Year 2025 · Source: IRS e-Filed Form 990Schedule J available
Individuals serving as officers, directors, or trustees of the organization.
| Name | Title | Hrs/Wk | Compensation | Related Orgs | Other |
|---|
Source: IRS Publication 78, Auto-Revocation List & e-Postcard Data
Tax-deductible contributions: Yes
Deductibility code: PC
Sources: IRS e-Filed Form 990 (XML) & ProPublica Nonprofit Explorer
Scroll →
| Year | Revenue | Contributions | Expenses | Assets | Net Assets |
|---|---|---|---|---|---|
| 2024IRS e-File | $78.4M | $78.1M | $37.3M | $81.2M | $74M |
| 2023IRS e-File | $33.6M | $33.5M | $32.3M | $88.4M | $32.4M |
| 2022 | $31.3M | $30.7M | $28.6M | $39.2M | $32.5M |
| 2021 | $29.4M |
Sources: ProPublica Nonprofit Explorer & IRS e-File Index
| Tax Year | Form Type | Source | Documents |
|---|---|---|---|
| 2025 | 990 | IRS e-File | PDF not yet published by IRSView Filing → |
| 2024 | 990 | DataIRS e-File | |
| 2023 | 990 | DataIRS e-File |
Financial data: IRS e-Filed Form 990 (Tax Year 2024)
Leadership & compensation: IRS e-Filed Form 990, Part VII (Tax Year 2025)
Organization info: IRS Business Master File
Tax-deductibility: IRS Publication 78
| Total |
|---|
| Brad Schwartz | Ceo/trustee | 40 | $541.4K | $0 | $53.2K | $594.6K |
| Kathi Stanek | Cfo/coo/treasurer | 40 | $353.4K | $0 | $50.2K | $403.7K |
| Brian Mattmiller | Chief Communications Off./secretary | 40 | $227.5K | $0 | $48.5K | $276K |
| Jacquelyn Fredrick | Trustee/chair | 2 | $15K | $0 | $0 | $15K |
| Fred Robertson | Trustee/vice Chair | 2 | $0 | $0 | $0 | $0 |
Brad Schwartz
Ceo/trustee
$594.6K
Hrs/Wk
40
Compensation
$541.4K
Related Orgs
$0
Other
$53.2K
Kathi Stanek
Cfo/coo/treasurer
$403.7K
Hrs/Wk
40
Compensation
$353.4K
Related Orgs
$0
Other
$50.2K
Brian Mattmiller
Chief Communications Off./secretary
$276K
Hrs/Wk
40
Compensation
$227.5K
Related Orgs
$0
Other
$48.5K
Jacquelyn Fredrick
Trustee/chair
$15K
Hrs/Wk
2
Compensation
$15K
Related Orgs
$0
Other
$0
Fred Robertson
Trustee/vice Chair
$0
Hrs/Wk
2
Compensation
$0
Related Orgs
$0
Other
$0
Highest compensated employees who are not officers or directors.
| Name | Title | Hrs/Wk | Compensation | Related Orgs | Other | Total |
|---|---|---|---|---|---|---|
| Randy Bartels | Director Of Human Resources | 40 | $367.2K | $0 | $60.5K | $427.8K |
| William Swisher Jr | Chief Development Officer | 40 | $303.4K | $0 | $55.8K | $359.2K |
| Melissa Skala | Lead Investigator | 40 | $297.3K | $0 |
Randy Bartels
Director Of Human Resources
$427.8K
Hrs/Wk
40
Compensation
$367.2K
Related Orgs
$0
Other
$60.5K
William Swisher Jr
Chief Development Officer
$359.2K
Hrs/Wk
40
Compensation
$303.4K
Related Orgs
$0
Other
$55.8K
Melissa Skala
Lead Investigator
$351.6K
Hrs/Wk
40
Compensation
$297.3K
Related Orgs
$0
Other
$54.3K
Members of the governing board. Board members often serve without compensation.
| Name | Title | Hrs/Wk | Compensation | Related Orgs | Other | Total |
|---|---|---|---|---|---|---|
| Eric Morgridge | Trustee | 2 | $15K | $0 | $0 | $15K |
| Erik Iverson | Trustee | 4 | $15K | $799.4K | $218.3K | $1M |
| Gregg Fergus | Trustee | 2 | $10K | $0 | $0 | $10K |
| Harvey Cohen | Trustee | 2 | $15K | $0 | $0 | $15K |
| James Dahlberg | Trustee | 2 | $15K |
Eric Morgridge
Trustee
$15K
Hrs/Wk
2
Compensation
$15K
Related Orgs
$0
Other
$0
Erik Iverson
Trustee
$1M
Hrs/Wk
4
Compensation
$15K
Related Orgs
$799.4K
Other
$218.3K
Gregg Fergus
Trustee
$10K
Hrs/Wk
2
Compensation
$10K
Related Orgs
$0
Other
$0
Individuals who previously served as officers or key employees.
| Name | Title | Hrs/Wk | Compensation | Related Orgs | Other | Total |
|---|---|---|---|---|---|---|
| Deborah Keller | Former Trustee | — | $10K | $33K | $0 | $43K |
| Patricia Lipton | Former Trustee | — | $10K | $6,000 | $0 | $16K |
Deborah Keller
Former Trustee
$43K
Hrs/Wk
—
Compensation
$10K
Related Orgs
$33K
Other
$0
Patricia Lipton
Former Trustee
$16K
Hrs/Wk
—
Compensation
$10K
Related Orgs
$6,000
Other
$0
| $28.9M |
| $27.5M |
| $37.2M |
| $30.1M |
| 2020 | $31.9M | $31.7M | $32.5M | $32.7M | $27.8M |
| 2019 | $31.7M | $31.4M | $31.3M | $33.6M | $28.6M |
| 2018 | $355M | $353.5M | $376.4M | $37.9M | $28.2M |
| 2017 | $34.8M | $33.7M | $29.5M | $53.9M | $50.4M |
| 2016 | $30.1M | $29.4M | $23.7M | $48.8M | $45.4M |
| 2015 | $30.9M | $29.5M | $24.6M | $41.2M | $38.7M |
| 2014 | $41.7M | $40.2M | $24.6M | $36M | $32.7M |
| 2013 | $34M | $34M | $29M | $20.1M | $15.5M |
| 2012 | $8.9M | $8.7M | $29.8M | $24.8M | $16.9M |
| 2011 | $16.8M | $16.5M | $17.1M | $39.9M | $37.7M |
| 2022 | 990 | Data |
| 2021 | 990 | Data |
| 2020 | 990 | Data |
| 2019 | 990 | Data |
| 2018 | 990 | Data |
| 2017 | 990 | Data |
| 2016 | 990 | Data |
| 2015 | 990 | Data |
| 2014 | 990 | Data |
| 2013 | 990 | Data |
| 2012 | 990 | Data |
| 2011 | 990 | Data |
| 2010 | 990 | — |
| 2009 | 990 | — |
| 2008 | 990 | — |
| 2007 | 990 | — |
| $54.3K |
| $351.6K |
| Paul Ahlquist | Lead Investigator | 40 | $230.1K | $0 | $41.3K | $271.4K |
| Ronald Stewart | Associate Director - Bioinformatics | 40 | $209.3K | $0 | $39.1K | $248.5K |
| Doug Eklund | Controller | 40 | $191.1K | $0 | $31.5K | $222.6K |
Paul Ahlquist
Lead Investigator
$271.4K
Hrs/Wk
40
Compensation
$230.1K
Related Orgs
$0
Other
$41.3K
Ronald Stewart
Associate Director - Bioinformatics
$248.5K
Hrs/Wk
40
Compensation
$209.3K
Related Orgs
$0
Other
$39.1K
Doug Eklund
Controller
$222.6K
Hrs/Wk
40
Compensation
$191.1K
Related Orgs
$0
Other
$31.5K
| $0 |
| $0 |
| $15K |
| John Burris | Trustee | 2 | $15K | $0 | $0 | $15K |
| John Durant | Trustee | 2 | $6,000 | $0 | $0 | $6,000 |
| John Morgridge | Trustee | 2 | $0 | $0 | $0 | $0 |
| John Neis | Trustee | 2 | $15K | $0 | $0 | $15K |
| Tashia Morgridge | Trustee | 2 | $0 | $0 | $0 | $0 |
| Tess Morgridge Gardner | Trustee | 2 | $15K | $0 | $0 | $15K |
| Thomas Pyle Jr | Trustee | 2 | $10K | $0 | $0 | $10K |
| Winslow L Sargeant | Trustee | 2 | $15K | $27K | $0 | $42K |
Harvey Cohen
Trustee
$15K
Hrs/Wk
2
Compensation
$15K
Related Orgs
$0
Other
$0
James Dahlberg
Trustee
$15K
Hrs/Wk
2
Compensation
$15K
Related Orgs
$0
Other
$0
John Burris
Trustee
$15K
Hrs/Wk
2
Compensation
$15K
Related Orgs
$0
Other
$0
John Durant
Trustee
$6,000
Hrs/Wk
2
Compensation
$6,000
Related Orgs
$0
Other
$0
John Morgridge
Trustee
$0
Hrs/Wk
2
Compensation
$0
Related Orgs
$0
Other
$0
John Neis
Trustee
$15K
Hrs/Wk
2
Compensation
$15K
Related Orgs
$0
Other
$0
Tashia Morgridge
Trustee
$0
Hrs/Wk
2
Compensation
$0
Related Orgs
$0
Other
$0
Tess Morgridge Gardner
Trustee
$15K
Hrs/Wk
2
Compensation
$15K
Related Orgs
$0
Other
$0
Thomas Pyle Jr
Trustee
$10K
Hrs/Wk
2
Compensation
$10K
Related Orgs
$0
Other
$0
Winslow L Sargeant
Trustee
$42K
Hrs/Wk
2
Compensation
$15K
Related Orgs
$27K
Other
$0