2024-09-24T12:06:51-05:00 2023-12-31 410746749 CLIFTONLARSONALLEN LLP 8215 GREENWAY BOULEVARD SUITE 600 MIDDLETON WI 53562 990 2023-01-01 471349730 USONA INSTITUTE INC USON 6082787662 2881 WOODS HOLLOW ROAD MADISON WI 53711 JOHN LEBLANC TREASURER 6082787662 2024-09-23 1 1 KIMBERLY ANDERSON CPA P00188889 6086628600 2024-09-23 2023 2024-08-08 14:25:15Z WILLIAM A LINTON 2881 WOODS HOLLOW ROAD MADISON WI 53711 82457476 0 X USONAINSTITUTE.ORG X 2014 WI FURTHER RESEARCH OF THERAPEUTIC EFFECTS OF CONSCIOUSNESS-EXPANDING MEDICINES FOR DEPRESSION/ANXIETY 5 3 3 50 0 0 22001698 53766608 41850 76753 -1060586 564774 201124 472864 21184086 54880999 224227 214670 0 0 3193792 4863659 0 0 0 13647087 12214861 17065106 17293190 4118980 37587809 71860814 180248504 38289815 109128421 33570999 71120083 X USONA INSTITUTE HAS BEEN ORGANIZED TO OPERATE EXCLUSIVELY FOR CHARITABLE, SCIENTIFIC, AND EDUCATIONAL PURPOSES, INCLUDING, BUT NOT LIMITED TO, CONDUCTING AND SUPPORTING MEDICAL, SCIENTIFIC, AND SOCIAL SCIENCE RESEARCH AND EDUCATION ON MEDICINES AND PRACTICES TO RELIEVE MENTAL AND PHYSICAL SUFFERING AND TO IMPROVE THE QUALITY OF LIFE AND MANAGEMENT OF HEALTH CARE THROUGH THE APPLICATION OF TREATMENTS USING SAFE AND EFFECTIVE PRODUCTS, INCLUDING THOSE DERIVED FROM PLANTS AND RELATED MATERIALS. IN ADDITION, THE INSTITUTE QUALIFIES AS A "MEDICAL RESEARCH ORGANIZATION" UNDER SECTION 170(B)(1)(A)(III), AS IT HAS A PRINCIPAL PURPOSE OF CONDUCTING MEDICAL RESEARCH AND WILL BE PRIMARILY ENGAGED IN MEDICAL RESEARCH IN CONJUNCTION WITH UNIVERSITY OF WISCONSIN HOSPITALS AND CLINICS. 0 0 15146341 214670 535505 CONDUCTS AND SUPPORTS PRE-CLINICAL AND CLINICAL RESEARCH TO FURTHER THE UNDERSTANDING OF THE THERAPEUTIC EFFECTS OF PSILOCYBIN, 5-MEO-DMT, AND OTHER CONSCIOUSNESS-EXPANDING MEDICINES. UNIVERSITY OF WISCONSIN HOSPITALS AND CLINICS (UW) SERVES AS A CLINICAL RESEARCH CENTER ASSOCIATED WITH THE UNIVERSITY OF WISCONSIN-MADISON. THERE ARE SEVERAL USONA COLLABORATIONS WITH THE UW THAT INCLUDE RESEARCHERS AND STAFF UNDER APPOINTMENT WITH THE HOSPITAL. USONA HAS CONTRACTED SAFETY AND EFFICACY CLINICAL STUDIES WITH THE UW FOR OUR DRUG DEVELOPMENT PROGRAMS, OFFERS INTERNSHIPS, FUNDS UW SCHOLARSHIPS, AND IS BUILDING A FUTURE TRAINING PROGRAM FOR CLINICAL FACILITATORS IN PARTNERSHIP WITH THE UW. COMPLETED PHASE 2 CLINICAL TRIAL FOR PSILOCYBIN AND ARE NEARING COMPLETION OF PHASE 1 FOR 5-MEO-DMT. 15146341 1 1 0 0 0 0 0 0 0 0 1 1 0 1 1 0 0 1 0 1 1 0 1 0 0 0 0 0 1 0 0 0 0 0 0 0 0 0 1 0 0 0 1 1 1 0 0 0 1 33 0 3 1 0 1 GM 0 0 0 0 1 3 0 0 0 0 0 X 5 3 1 0 0 0 0 0 0 1 0 0 0 1 1 1 0 0 0 0 0 0 X JOHN LEBLANC 2626496814 2881 WOODS HOLLOW ROAD MADISON WI 53711 X WILLIAM A LINTON PRESIDENT 10.00 1.00 X X 0 0 0 MATHEW SAUR SECRETARY 1.00 1.00 X X 0 0 0 JOHN LEBLANC TREASURER 12.00 1.00 X X 0 0 0 PONCHO MEISENHEIMER BOARD MEMBER 5.00 1.00 X 0 0 0 RACHELLE SAMPSON BOARD MEMBER 1.00 1.00 X 0 0 0 RICHARD LANGER BOARD MEMBER 5.00 1.00 X 0 0 0 0 0 0 0 0 0 0 CHARLES RAISON 1133 RUTLEDGE STREET MADISON WI 53703 CONSULTING 150000 1 53766608 48684000 53766608 SERVICE REVENUE 541700 76753 76753 76753 103480 103480 14112 0 14112 14112 14112 28000000 27526274 12432 473726 -12432 461294 461294 252757 37771 214986 214986 MATERIAL SUPPLY PROGRAM PROCESSIN 900099 244000 244000 UNAPPLIED CASH PAYMENTS 900099 -234 -234 243766 54880999 535505 0 578886 X 116411 116411 98259 98259 4121852 3241257 880595 735878 582482 153396 5929 4965 964 13310 13310 43555 43555 7733833 7691285 42548 363 363 84966 42483 42483 53758 26879 26879 156942 78936 78006 203260 101630 101630 14079 14079 297036 282184 14852 619357 588389 30968 180911 138299 42612 INVENTORY EXPENSES 1975723 1975723 ADMINISTRATIVE FEES 176634 176634 LAB EQUIPMENT SUPPLIES 81337 81337 DUES AND SUBSCRIPTIONS 61835 23460 38375 517962 57920 460042 17293190 15146341 2146849 0 4090125 8028586 224208 181352 2088215 5492708 61106 2022867 80673332 1244376 52887625 79428956 11000000 31000000 19469 16879 1490066 54077156 71860814 180248504 11795437 7479972 142324 99047 6290 26352054 47681587 0 53861525 38289815 109128421 X 30429102 68032246 3141897 3087837 33570999 71120083 71860814 180248504 X 37587809 -38725 X 0 1 X 0 0 X UNIVERSITY OF WI AND THE UW HOSPITALS AND CLINICS AUTHORITY MADISON WI RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 5110000 5110000 64171361 310052 63861309 10386371 934324 9452047 1005600 1005600 79428956 31000000 F 31000000 PREPAID INVENTORY 760000 RIGHT OF USE ASSET 53317156 54077156 LEASE LIABILITIES 53446524 LIABILITIES FOR SPLIT INTEREST AGREEMENTS 415001 53861525 1 GERMANY 1 1 PROGRAM SERVICES PRE-CLINICAL AND CLINICAL RESEARCH TO FURTHER THE UNDERSTANDING OF THE THERAPEUTIC EFFECTS OF PSILOCYBIN AND OTHER CONSCIOUSNESS-EXPANDING MEDICINES 5291 1 1 0 0 1 1 5291 0 5291 SCHOLARSHIPS NORTH AMERICA 4 62770 WIRE DISTRIBUTION SCHOLARSHIPS EUROPE 5 35488 WIRE DISTRIBUTION 0 0 1 0 0 0 PART I, LINE 2: USONA INC REQUIRES A PROJECT STATUS REPORT EACH YEAR FOR ONGOING CONTRIBUTIONS 1 SCHOLARSHIPS 17 116411 PART I, LINE 2: USONA INSTITUTE INC REQUIRES A PROJECT STATUS REPORT EACH YEAR FROM GRANT RECIPIENTS WHICH IS USED TO MONITOR THE USE OF GRANTS. X 1 48000000 FMV X 1 684000 LAND VALUE 2 0 0 0 PART I, COLUMN (B): THE ORGANIZATION REPORTS THE NUMBER OF CONTRIBUTIONS ON PART I, COLUMN B. FORM 990, PART VI, SECTION A, LINE 2 WILLIAM A LINTON AND PONCHO MEISENHEIMER HAVE A BUSINESS RELATIONSHIP. FORM 990, PART VI, SECTION A, LINE 8B THERE ARE NO COMMITTEES WITH THE AUTHORITY TO ACT ON BEHALF OF THE GOVERNING BODY. FORM 990, PART VI, SECTION B, LINE 11B THE TREASURER REVIEWS THE 990 AND PROVIDES A COPY TO ALL MEMBERS OF THE BOARD OF DIRECTORS. THE BOARD IS ASKED TO REVIEW THE DOCUMENT AND ASK QUESTIONS. AFTER HEARING FROM EACH OF THE BOARD MEMBERS AND INCORPORATING ANY CHANGES OR SUGGESTIONS, THE FORM 990 IS FINALIZED. FORM 990, PART VI, SECTION C, LINE 19 POLICIES ARE AVAILABLE UPON REQUEST FORM 990, PART IX, LINE 11G OTHER PROFESSIONAL FEES: PROGRAM SERVICE EXPENSES 144,927. MANAGEMENT AND GENERAL EXPENSES 802. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 145,729. CLINICAL PROFESSIONAL FEES: PROGRAM SERVICE EXPENSES 5,834,058. MANAGEMENT AND GENERAL EXPENSES 32,274. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 5,866,332. CMC PROFESSIONAL FEES: PROGRAM SERVICE EXPENSES 937,366. MANAGEMENT AND GENERAL EXPENSES 5,185. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 942,551. NON-CLINCIAL PROFESSIONAL FEES: PROGRAM SERVICE EXPENSES 317,856. MANAGEMENT AND GENERAL EXPENSES 1,758. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 319,614. REGULATORY PROFESSIONAL FEES: PROGRAM SERVICE EXPENSES 309,997. MANAGEMENT AND GENERAL EXPENSES 1,715. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 311,712. PROFESSIONAL FEES: PROGRAM SERVICE EXPENSES 133,407. MANAGEMENT AND GENERAL EXPENSES 738. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 134,145. CONSULTANT - SPEAKER/TRAINER: PROGRAM SERVICE EXPENSES 13,674. MANAGEMENT AND GENERAL EXPENSES 76. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 13,750. FORM 990, PART XI, LINE 9: INCOME/LOSS FROM GERMAN SUBSIDIARY -2,590. SPLIT LIFE AGREEMENT CHANGE IN VALUE -36,135. CINQUE TERRE LLC 2800 WOODS HOLLOW RD MADISON WI 53711 471349730 REAL ESTATE HOLDINGS WI 1644447 76987760 USONA INSTITUTE INC PORTA SOPHIA LLC 2800 WOODS HOLLOW RD MADISON WI 53711 471349730 SEARCH TOOL FOR INNOVATORS AND PATENT REVIEWERS IN THE FIELD OF PSYCHEDELICS WI 6941 6599 USONA INSTITUTE INC WILLIAM A LINTON CHARITABLE FOUNDATION INC 2800 WOODS HOLLOW ROAD MADISON WI 53711 352602257 SUPPORT MEDICAL RESEARCH ORGANIZATIONS WI 501(C)(3) LINE 12A, I USONA INSTITUTE INC 0 USONA INSTITUTE EUROPA GGMBH SCHILDKROTSTRASSE 17 GM 68199 SCIENCE RESEARCH GM USONA INSTITUTE INC C 3495 1.00000 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0