Wisconsin Alumni Research Foundation
Donations deductibleWisconsin Alumni Research Foundation's network
15 people8 organisationsi15 people and 8 organisations on this map.The large node is the subject of this page. Solid lines are what the register itself records (15). Violet dotted lines (11) are likely: the same full name sits on the current board of another organisation in the same register and region. Form 990 filings give names without a person identifier; SEC insider filings carry a CIK. It may be a different person.The board
15 listediTime on the board is observed from the annual filings: the IRS files no appointment date, so the bar counts years from the first filing the person appears on - a lower bound, not a filed start date. Names are exactly as filed. The IRS publishes no person identifier, so this edition does not yet link a person across organisations in the tables. The network map shows same-name matches as likely links only, never as confirmed.Tenure and departures are observed across annual filings. Observed tenure is a lower bound - a member may have joined before the first year on record. The organisation reported 14 voting members of its governing body on its latest Form 990 Part VI, which matches the board listed here.| Name | Role as filed | Since | On the board |
|---|---|---|---|
| James Berbee Chair | Trustee, Chair | 2019 | 7 yrs |
| Asha S Collins | Trustee | 2023 | 3 yrs |
| David Smukowski | Trustee | 2019 | 7 yrs |
| Deborah Keller | Trustee | 2019 | 7 yrs |
| Doris Meissner | Trustee, Vice Chair | 2019 | 7 yrs |
| Erik Iverson | Trustee/CEO | 2019 | 7 yrs |
| James Thomson | Trustee, Treasurer (Interim) | 2021 | 5 yrs |
| Jennifer Mnookin | Trustee | 2023 | 3 yrs |
| Mary Haak-Frendscho | Trustee | 2020 | 6 yrs |
| Patricia Lipton | Trustee, Secretary | 2019 | 7 yrs |
| Paul Leff | Trustee | 2023 | 3 yrs |
| Peter P Tong | Trustee (Until 10/12/23) | 2019 | 7 yrs |
| Rebecca House | Trustee | 2020 | 6 yrs |
| Thomas Tefft | Trustee | 2023 | 3 yrs |
| Winslow Sargeant | Trustee | 2019 | 7 yrs |
Officers and senior leadership
14 listediNamed in Part VII as officers, key employees or highest-compensated staff - not board members, shown for completeness.| Name | Title as filed | On the filings |
|---|---|---|
| Alain Hung | Deputy Chief Investment Officer | since 2019 |
| Alyssa Thoeny | Senior Director, Finance | since 2019 |
| Carrie Thome | Chief Investment Officer | 2019 |
| Gregory Keenan | Senior Director, Ventures and Accelerator | since 2021 |
| Jeanine Burmania | Senior Director, Ip and Licensing | since 2023 |
| John Gransee | CFO/COO (Until 9/30/23) | since 2019 |
| Jonathan Young | Head of Warf Therapeutics | since 2020 |
| Lawrence Prosser | Director of Finance, Investments | 2020 |
| Leigh Cagan | Ctco - Until 3/1/2020 | since 2019 |
| Michael Falk | General Counsel/COO | since 2019 |
| Michael Partsch | Chief Venture Officer | since 2020 |
| Michael Wagner | Investment Director | since 2019 |
| Ryan Abrams | Investment Director | 2019 |
| Stephanie Adamany | General Counsel (Until 6/30/24) | since 2019 |
Pay and hours
year to 30 June 2025iFrom Part VII of the Form 990: compensation reported for each officer, director, trustee, key employee and highest-paid staff member, and the average hours a week they report. Most board members are unpaid; a blank means nothing was reported. Pay from related organisations is shown separately.| Name | Title as filed | Hours a week | Pay from the organisation | Related organisations | Other |
|---|---|---|---|---|---|
| Erik Iverson | Trustee/CEO, Secretary | 40 | $799k | $15k | $218k |
| Alain Hung | Deputy Chief Investment Officer | 40 | $527k | $199k | |
| Michael Falk | Chief Ip & Licensing Officer | 40 | $481k | $317k | |
| Michael Wagner | Investment Director | 40 | $460k | $193k | |
| Michael Partsch | Chief Venture Officer | 40 | $437k | $136k | |
| Jonathan Young | Head of Warf Therapeutics | 40 | $368k | $168k | |
| Alyssa Thoeny | Chief Financial Officer | 40 | $367k | $122k | |
| Brian Dyck | Senior Director, Warf Therapeutics | 40 | $276k | $95k | |
| Patrick Cooney | Deputy General Counsel | 40 | $274k | $66k | |
| Deborah Keller | Trustee, Chair | 4 | $33k | $10k | |
| Mary Haak-Frendscho | Trustee | 2 | $28k | ||
| Winslow Sargeant | Trustee | 2 | $27k | $15k | |
| James Berbee | Trustee | 2 | $27k | ||
| Asha S Collins | Trustee | 2 | $27k | ||
| David Smukowski | Trustee | 2 | $27k | ||
| Thomas Tefft | Trustee, Treasurer | 3 | $27k | ||
| Rebecca House | Trustee | 2 | $24k | ||
| Paul Leff | Trustee | 2 | $24k | ||
| Doris Meissner | Trustee, Vice Chair | 3 | $24k | ||
| Jennifer Mnookin | Trustee | 2 | $24k | ||
| James Thompson | Trustee | 2 | $24k | ||
| Stephen Petersen | Trustee | 1 | $1k | ||
| Colin Welch | Trustee | 1 | $1k | ||
| Deborah Solmor | General Counsel | 40 | $0 |
About
- Legal name
- Wisconsin Alumni Research Foundation
- EIN
- 390833612
- Address
- 614 Walnut Street 13th Floor, Madison, WI, 53726-2336
- State
- Wisconsin
- Mission
- To support scientific research within the uw-madison community by providing financial support, actively managing assets, and moving innovations to the marketplace for a financial return and global impact. (as filed on the Form 990)
- Activity (NTEE)
- B840 Education
- IRS classification
- 501(c)03 (tax-exempt under section 501(c)(3) where shown)
- Classified purpose
- Education
- Size band
- 9 (IRS master file code)
- Formed
- 1925
- Principal officer
- Erik Iverson (as named on the Form 990)
- IRS ruling date
- 1 March 1935
- Status
- Code 01 (unconditional exemption)
- Form 990 filings on record
- 5, latest 2024
- IRS Publication 78
- SOUNK (contributions deductible)
Most connected
Related organisations (Schedule R)
Longest observed on the filings
≥7years on the filingsJames Berbee
≥7years on the filingsDavid Smukowski
≥7years on the filingsDeborah Keller
≥7years on the filingsDoris Meissner
Latest return
year to 30 June 2025iFigures from the newest Form 990 or 990-EZ in the IRS e-file releases of 2025 and 2026, for the year ending 30 June 2025. US dollars, as filed.- Total assets
- $3.43bn
- Total liabilities
- $1.04bn
- Net assets or fund balances
- $2.39bn
- Contributions and grants received
- $34k
- Program service revenue
- $20.8m
- Grants and similar paid out
- $156.4m
- Employees
- 95
Grants paid
2 listediFrom Schedule I of the Form 990: grants and assistance to organisations in the United States, largest first (up to 25). Schedule I is filed only by organisations that gave more than $5,000 to any one recipient.| Recipient | Purpose | Amount |
|---|---|---|
| University of Wisconsin - Madison | See program service accomplishments; form 990, part iii, line 4a | $95.4m |
| Morgridge Institute for Research | See program service accomplishments; form 990, part iii, line 4b | $5.2m |