USONA INSTITUTE INC

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Financial Vulnerability Assessment (Tuckman-Chang)

4 risk indicators measuring financial stability and operational resilience

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Financial Trends

Organization Details

Formation Year

2014

Legal Domicile

Principal Officer

WILLIAM A LINTON

Phone

6082787662

Tax Period

2023-01-01 to 2023-12-31

USONA INSTITUTE INC, founded in 2014, is a mid-sized nonprofit in the Medical Research sector that reported $54.9M in total revenue in fiscal year 2023. Revenue surged 159% from the prior year, signaling strong growth momentum. The organization ran a surplus of $37.6M, a strong 68% operating margin.

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 Service Accomplishments

Program 1

Expenses: $15,146,341 Revenue: $535,505

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.

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Trantor Score

Financial Health Score (300–850) · Liquidity · Solvency · Sustainability · Efficiency

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Liquidity (40%) • Solvency (30%) • Sustainability (20%) • Efficiency (10%)

Financial Overview (2023)

Revenue Breakdown

Contributions & Grants $53,766,608

Program Service Revenue $76,753

Investment Income $564,774

Other Revenue $472,864

TOTAL REVENUE $54,880,999

Expense Breakdown

Grants Paid $214,670

Salaries & Benefits $4,863,659

Fundraising Expenses $0

Program Expenses $15,146,341

Other Expenses $12,214,861

TOTAL EXPENSES $17,293,190

Year-over-Year Comparison

	2023	2022	Change
Revenue	$54,880,999	$21,184,086	+1.6%
Expenses	$17,293,190	$17,065,106	+0.0%
Net Income	$37,587,809	$4,118,980	+8.1%

Key Indicators

✗ Grants to Organizations ✓ Grants to Individuals ✗ Lobbying ✗ Political Activity ✓ Foreign Activities ✗ Donor Advised Fund ✓ Schedule B Required

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Financial Health Indicators

Comprehensive financial analysis: Altman Z-Score, liquidity, solvency, sustainability, efficiency, and growth metrics

Financial Distress Indicator

Liquidity & Cash Position

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Altman Z-Score • Liquidity Ratios • Solvency Analysis • Growth Indicators • Efficiency Metrics

Governance

Voting Members

Independent Members

Employees

Volunteers

Governance Policies

✓ Conflict of Interest Policy

✗ Whistleblower Policy

✗ Document Retention Policy

Special Practices & Reported Activities

✗ Operated a School

✗ Operated a Hospital

✗ Provided First Class Travel

⚠ Reported Conflict of Interest

✗ Reported Asset Diversion

✗ Excess Benefit Transaction

✗ Made Political Expenditures

✗ Engaged in Lobbying

✗ Operated Donor Advised Fund

✗ Maintained Art Collections

✗ Filed Form 720

Compensation of Officers, Directors & Key Employees

Total Officers

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
WILLIAM A LINTON	PRESIDENT	10.00	Officer Director	$0	$0	$0
MATHEW SAUR	SECRETARY	1.00	Officer Director	$0	$0	$0
JOHN LEBLANC	TREASURER	12.00	Officer Director	$0	$0	$0
PONCHO MEISENHEIMER	BOARD MEMBER	5.00	Director	$0	$0	$0
RACHELLE SAMPSON	BOARD MEMBER	1.00	Director	$0	$0	$0
RICHARD LANGER	BOARD MEMBER	5.00	Director	$0	$0	$0

Note: Compensation data is self-reported by the organization on their Form 990. "Reportable Comp" includes salary, bonuses, and other reportable compensation from the organization and related organizations. "Other Comp" includes benefits, deferred compensation, and non-taxable benefits.

Historical Data

Year	Revenue	Expenses	Assets	Net Income
2024	No data	No data	No data	No data
2023	$54,880,999	$17,293,190	$180,248,504	$37,587,809
2022	$21,184,086	$17,065,106	$71,860,814	$4,118,980
2021	$18,840,870	$13,878,540	$38,737,266	$4,962,330
2020	$20,488,196	$7,601,395	$26,382,122	$12,886,801
2019	$6,286,708	$5,756,156	$10,424,604	$530,552
2018	$7,411,772	$5,025,271	$8,709,925	$2,386,501