Nonprofit · EIN 47-1349730
USONA INSTITUTE INC
Tax-exempt · FITCHBURG, WI 53711
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| December 31, 2024 | 990 | $7,949,536 | $33,737,459 | -$25,787,923 | $148,230,819 | $102,614,654 | $45,616,165 |
| December 31, 2023 | 990 | $54,880,999 | $17,293,190 | $37,587,809 | $180,248,504 | $109,128,421 | $71,120,083 |
Financial details: 990 for the year ended December 31, 2024
Revenue
- Contributions, gifts and grants
- $5,020,285
- Program service revenue
- $211,597
- Investment income
- $288,752
- Net rental income
- $49,765
- Net gain from sales of assets
- $6,606
- Net income from sales of inventory
- $180,018
- Other revenue
- $2,428,902
Expenses
- Grants and similar amounts paid
- $167,150
- Compensation of officers, directors and key employees
- $595,411
- Other salaries and wages
- $4,684,036
- Salaries, compensation and benefits (total)
- $6,306,751
- Professional fundraising fees
- $0
- Legal fees
- $46,732
- Accounting fees
- $82,751
- Occupancy
- $254,036
- Travel
- $272,414
- Depreciation
- $2,858,669
- Program services (functional)
- $31,492,542
- Management and general (functional)
- $2,244,917
Balance sheet and other
- Total assets, start of year
- $180,248,504
- Total assets, end of year
- $148,230,819
- Total liabilities, end of year
- $102,614,654
- Net assets, end of year
- $45,616,165
- Land, buildings and equipment
- $78,024,855
- Net assets without donor restrictions
- $44,231,335
- Net assets with donor restrictions
- $1,384,830
- Gross receipts
- $33,020,385
- Employees
- 3
- Volunteers
- 50
- Year formed
- 2014
- State of legal domicile
- WI
From the e-filed returns the IRS publishes as XML (latest three processing years; amended returns replace the original). PDF copies at the IRS.
Officers, directors and key employees
As listed on the 990 for the year ended December 31, 2024, highest compensation first.
| Name | Title | Hours / week | Compensation | Other / benefits |
|---|---|---|---|---|
| MIKE DAVIS | CHIEF MEDICAL OFFICER Highest-paid employee | 40 | $447,398 | $49,408 |
| JOHN LEBLANC | TREASURER Officer | 24 | $306,326 | $34,160 |
| ROBERT EZZELL | DIRECTOR RA PHARMACEUTICAL PRODUCTS Highest-paid employee | 40 | $259,071 | $32,846 |
| TURA PATTERSON | DIRECTO OF STRATEGIC PARTNERSHIPS Highest-paid employee | 36 | $262,041 | $27,913 |
| THERAYSA GAPASIN | SENIOR CLINICAL PROGRAM LEAD Highest-paid employee | 40 | $222,002 | $32,785 |
| KATARZYNA WARCHOL | CLINICAL OPERATIONS MANAGER Highest-paid employee | 40 | $211,533 | $31,226 |
| DAVID JUDSON | DIRECTOR QUALITY ASSURANCE Key employee | 40 | $221,589 | $9,374 |
| PONCHO MEISENHEIMER | BOARD MEMBER/DIRECTOR OF CHEMISTRY Trustee or director | 5 | $24,000 | $0 |
| WILLIAM A LINTON | PRESIDENT Trustee or director, Officer | 10 | $0 | $0 |
| MATHEW SAUR | SECRETARY Trustee or director, Officer | 1 | $0 | $0 |
| RACHELLE SAMPSON | BOARD MEMBER Trustee or director | 1 | $0 | $0 |
| RICHARD LANGER | BOARD MEMBER Trustee or director | 5 | $0 | $0 |
990 for the year ended December 31, 2023: 6 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| WILLIAM A LINTON | PRESIDENT Trustee or director, Officer | 10 | $0 |
| MATHEW SAUR | SECRETARY Trustee or director, Officer | 1 | $0 |
| JOHN LEBLANC | TREASURER Trustee or director, Officer | 12 | $0 |
| PONCHO MEISENHEIMER | BOARD MEMBER Trustee or director | 5 | $0 |
| RACHELLE SAMPSON | BOARD MEMBER Trustee or director | 1 | $0 |
| RICHARD LANGER | BOARD MEMBER Trustee or director | 5 | $0 |
Address and contacts
- Address (IRS master file)
- 2881 WOODS HOLLOW RD, FITCHBURG, WI 53711-5300
- Principal officer (990 for 2024)
- WILLIAM A LINTON, 2881 WOODS HOLLOW ROAD, MADISON, WI 53711
- Signed the 990
- JOHN LEBLANC, TREASURER
- Phone
- (608) 278-7662
- Website
- USONAINSTITUTE.ORG
- Return prepared by
- CLIFTONLARSONALLEN LLP
Mission
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.
Program accomplishments
- PSIL301 STUDYUSONA INSTITUTE IS CONDUCTING A PHASE 3 CLINICAL TRIAL, "A PHASE 3, RANDOMIZED, DOUBLE-BLIND, MULTICENTER STUDY TO EVALUATE THE EFFICACY, SAFETY, AND TOLERABILITY OF PSILOCYBIN IN ADULTS WITH MAJOR DEPRESSIVE DISORDER (MDD)," ALSO KNOWN AS THE UASPIRE TRIAL. THIS RESEARCH SEEKS TO INVESTIGATE THE POTENTIAL BENEFITS AND SAFETY OF PSILOCYBIN AS A TREATMENT OPTION FOR INDIVIDUALS WITH MAJOR DEPRESSIVE DISORDER AS QUICKLY AND SAFELY AS POSSIBLE.2024 ACCOMPLISHMENTSTHE UASPIRE PSIL301 PHASE 3 TRIAL ADDED NEW SITES ACROSS NORTH AMERICA, INCLUDING VETERANS AFFAIRS (VA) SITES, TO ENHANCE PATIENT DIVERSITY AND STRENGTHEN DATA RELIABILITY TO SUPPORT REGULATORY APPROVAL AND ENSURE BROAD APPLICABILITY OF FINDINGS. ONGOING COLLABORATION WITH THE FDA UNDER OUR BREAKTHROUGH THERAPY DESIGNATION, IN PREPARING FOR NDA SUBMISSION UPON COMPLETION OF PHASE 3. THE CMC TEAM SCALED UP API PRODUCTION, MAINTAINED STRINGENT QUALITY CONTROLS, AND SECURED NEW MANUFACTURING PARTNERSHIPS TO SUPPORT HIGH-QUALITY PSILOCYBIN PRODUCTION IN ANTICIPATION OF MARKET ACCESS. FACILITATOR TRAINING EXPANDED ACROSS ALL PHASE 3 SITES TO ENSURE CONSISTENT IN-PATIENT CARE. EARLY MARKET ACCESS EFFORTS INCLUDED PARTNERSHIPS WITH DIVERSE STAKEHOLDERS FOCUSING ON UNDERSERVED POPULATIONS, ENHANCING INFRASTRUCTURE AND SUPPLY CHAIN RESILIENCE FOR EQUITABLE ACCESS.GUIDED BY A DIVERSITY STEERING COMMITTEE, THE PLAN INCORPORATED INSIGHTS FROM COMMUNITY OUTREACH AND DIVERSITY EXPERTS TO RECRUIT UNDERREPRESENTED POPULATIONS AND FOSTER INCLUSION IN THE PSIL301 PHASE 3 STUDY.Expenses $27,713,437
- 5-MEO-DMT PHASE 2 STUDYUSONA INSTITUTE IS CONDUCTING A TWO-PART (PHASE 2A/2B) CLINICAL TRIAL (MEO201) TO EVALUATE THE EFFICACY AND SAFETY OF 5-MEO-DMT FOR THE TREATMENT OF POST-TRAUMATIC STRESS DISORDER (PTSD) IN ADULTS. THE GOALS IN PART A (PHASE 2A) ARE TO OBTAIN SAFETY DATA AND EFFECT SIZE ESTIMATES IN A PTSD PATIENT POPULATION AND GAIN KNOWLEDGE AND EXPERIENCE TO OPTIMIZE PART B (PHASE 2B) DESIGN. THE GOAL IN PART B (PHASE 2B) IS TO EVALUATE THE SAFETY AND EFFICACY OF THE 5-MEO-DMT REGIMEN SELECTED FROM PART A. 2024 ACCOMPLISHMENTSREFINED PHASE 2 PROTOCOLS USING PHASE 1 DATA, OPTIMIZING SAFETY AND DOSING TO IMPROVE PATIENT OUTCOMES. INITIATED SITE SELECTION AND DEVELOPING FACILITATOR TRAINING PROGRAM TO ENSURE HIGH STANDARDS AND TRIAL QUALITY. PLANNING FOR A 2025 TRIAL LAUNCH TO EVALUATE 5-MEO-DMT'S EFFICACY WITH MULTIPLE SITES IN THE U.S. AND CANADA.Expenses $3,149,254
- EVENTS & PROGRAMSUSONA'S EDUCATION PROGRAMS ARE INTENTIONALLY DESIGNED TO PROVIDE IMMERSIVE AND INTERACTIVE LEARNING EXPERIENCES. THESE PROGRAMS FOCUS ON PREPARING CLINICAL, SCIENTIFIC, AND ACADEMIC LEADERS WITH THE CRITICAL KNOWLEDGE NEEDED TO ADVANCE PSYCHEDELIC THERAPY IN CLINICAL RESEARCH AND PREPARATION FOR FUTURE DELIVERY OF CARE, UPON APPROVAL. THROUGH A CAREFULLY TAILORED CURRICULUM, DIVERSE FACULTY, EXPERIENTIALS, AND GUEST SPEAKERS, PARTICIPANTS GAIN THE EXPERTISE AND FOUNDATIONAL KNOWLEDGE REQUIRED TO PAVE THE WAY FOR BEST PRACTICES IN FUTURE CARE DELIVERY MODELS. 2024 ACCOMPLISHMENTSHOSTED OVER 300 ATTENDEES AT TEN EVENTS AT THE USONA CAMPUS IN 2024, BROADENING USONA'S IMPACT IN PSYCHEDELIC THERAPY EDUCATION. EXPANDED THE PROGRAM OFFERINGS AND CURRICULUM WITH IMMERSIVE PROGRAMS DESIGNED TO PREPARE SCIENTIFIC, CLINICAL, AND ACADEMIC LEADERS. AWARDED FULL AND PARTIAL SCHOLARSHIPS FOR PARTICIPATION IN USONA'S IMMERSIVE EDUCATION PROGRAMS, EXPANDING ACCESS AND DIVERSITY OF PARTICIPANTS. LAUNCHED ENHANCED FACILITATOR TRAINING TO SUPPORT THE PHASE 3 PSILOCYBIN CLINICAL TRIAL. STRENGTHENED PARTNERSHIPS WITH RESEARCH AND ACADEMIC INSTITUTIONS TO PREPARE PRACTITIONERS AND FACULTY FOR FUTURE CARE DELIVERY.Expenses $629,851 · grants $167,150 · revenue $485,115
What it must file and when
IRS records say it files Form 990 or 990-EZ. Based on its last return; a smaller organization may file the 990-N. Its accounting year ends in December, so each return is due on the 15th day of the 5th month after that.
| Tax year | Year ended | Due | IRS public records |
|---|---|---|---|
| 2025 | December 31, 2025 | May 15, 2026 | Check at the IRS |
| 2024 | December 31, 2024 | May 15, 2025 | 990 on file |
| 2023 | December 31, 2023 | May 15, 2024 | 990 on file |
IRS record
- EIN
- 47-1349730
- Tax-exempt status
- 501(c)(3): Charitable, religious, educational or scientific organization
- Foundation status
- Hospital or medical research organization
- Donations deductible (Pub 78)
- Public charity, 50% deduction limit
- Exempt since
- 2014
- Accounting year ends
- December
- Files
- Form 990 or 990-EZ
- Category (NTEE)
- Medical research (H99)
- Assets (IRS master file)
- $98,365,654
- Income (IRS master file)
- $65,888,269
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990 | December 2024 | $7,949,536 | $33,737,459 | $148,230,819 | IRS |
| 990 | December 2023 | $54,880,999 | $17,293,190 | $180,248,504 | XML |
| 990 | December 2022 | $21,184,086 | $17,065,106 | $71,860,814 | IRS |
| 990 | December 2021 | – | – | – | IRS |
| 990 | December 2020 | – | – | – | IRS |
| 990 | December 2018 | – | – | – | IRS |
990-N: the IRS bulk file holds only the latest e-Postcard per organization; earlier years come from archived copies of that file since 2020 and can have gaps (the IRS e-Postcard search lists every one). 990, 990-EZ, 990-PF, 990-T: every e-filed return in the IRS e-file index since 2019; XML for the latest three processing years, amounts from the IRS Statistics of Income extracts before that. PDF copies and determination letters at the IRS (search EIN 47-1349730).
Questions about USONA INSTITUTE INC
- What is the EIN of USONA INSTITUTE INC?
- The employer identification number (EIN) of USONA INSTITUTE INC is 47-1349730.
- Is USONA INSTITUTE INC tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 2014.
- Are donations to USONA INSTITUTE INC tax-deductible?
- Yes. It is listed in IRS Publication 78 (Public charity, 50% deduction limit).
- Which annual return does USONA INSTITUTE INC file?
- Form 990 or 990-EZ. Based on its last return; a smaller organization may file the 990-N.
- When is the next return of USONA INSTITUTE INC due?
- The return for tax year 2026 (the year ending December 31, 2026) is due May 17, 2027. Form 8868 extends it by six months; the 990-N cannot be extended.
- When did USONA INSTITUTE INC last file with the IRS?
- The latest return in the IRS public files is the 990 for the year ended December 2024.
- Who is the principal officer of USONA INSTITUTE INC?
- The 990 for the year ended December 31, 2024 names WILLIAM A LINTON.
- Who are the officers and directors of USONA INSTITUTE INC?
- The 990 for the year ended December 31, 2024 lists 12 people; 8 received compensation from the organization, the highest $447,398 (MIKE DAVIS, CHIEF MEDICAL OFFICER).
- How much revenue does USONA INSTITUTE INC have?
- On its 990 for the year ended December 31, 2024 it reported revenue of $7,949,536, expenses of $33,737,459 and total assets of $148,230,819 at year end.
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