AUMdb

Morgridge Institute Foundation Inc

EIN 822760376 · 501(c)(3) · Public charity · Madison, WI · recognized 2017

Assets
$598M
Revenue
$84.9M
Expenses
$24.7M
Investment income
$33.9M

Form 990 fiscal year ended 06/30/2025

Investment managers

Advisory firms linked via Form 990 Part VII independent contractors.

No linked investment managers yet.

Highest-paid contractors

Form 990 Part VII-B, independent contractors paid over $100k.

None reported.

Officers & directors

Form 990 Part VII-A for the latest fiscal year.

Name Title Compensation Other
Brad Schwartz Ceo/trustee $541,397 $53,171
Kathi Stanek Cfo/coo/treasurer $353,448 $50,205
Brian Mattmiller Chief communications off./secretary $227,516 $48,509
James Dahlberg Trustee $15,000 $0
Jacquelyn Fredrick Trustee/chair $15,000 $0
Erik Iverson Trustee $15,000 $0
Winslow L Sargeant Trustee $15,000 $0
Tess Morgridge Gardner Trustee $15,000 $0
Eric Morgridge Trustee $15,000 $0
John Neis Trustee $15,000 $0
Harvey Cohen Trustee $15,000 $0
John Burris Trustee $15,000 $0
Gregg Fergus Trustee $10,000 $0
Thomas Pyle Jr Trustee $10,000 $0
John Durant Trustee $6,000 $0
John Morgridge Trustee $0 $0
Tashia Morgridge Trustee $0 $0
Fred Robertson Trustee/vice chair $0 $0