2023-06-29T15:48:07-05:00 2022-12-31 410746749 CLIFTONLARSONALLEN LLP 8215 GREENWAY BOULEVARD SUITE 600 MIDDLETON WI 53562 990 2022-01-01 471349730 USONA INSTITUTE INC USON 6082787662 2800 WOODS HOLLOW ROAD MADISON WI 53711 WILLIAM A LINTON PRESIDENT 6082787662 2023-06-28 1 WILLIAM LINTON 999009999 0 KIMBERLY ANDERSON CPA P00188889 6086628600 2023-06-28 3 AAL1 IAL1 2022 2023-04-26 12:10:37Z WILLIAM A LINTON 2800 WOODS HOLLOW ROAD MADISON WI 53711 37646206 0 X USONAINSTITUTE.ORG X 2014 WI FURTHER RESEARCH OF THERAPEUTIC EFFECTS OF CONSCIOUSNESS-EXPANDING MEDICINES FOR DEPRESSION/ANXIETY 5 3 4 4 0 0 19196654 22001698 17929 41850 -382193 -1060586 8480 201124 18840870 21184086 522349 224227 0 0 2198018 3193792 0 0 0 11158173 13647087 13878540 17065106 4962330 4118980 38737266 71860814 9305742 38289815 29431524 33570999 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 14939135 224227 247174 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. 14939135 1 1 0 0 0 0 0 0 0 0 1 1 0 0 0 0 0 1 0 1 1 0 1 0 0 0 0 1 1 0 0 0 0 0 0 0 0 0 1 0 0 0 1 1 1 0 0 0 1 37 0 4 1 0 1 GM 0 0 0 0 1 1 0 0 0 0 0 X 5 3 1 0 0 0 0 0 0 1 1 0 0 1 1 1 0 1 1 0 0 0 X JOHN LEBLANC 6082787662 2800 WOODS HOLLOW ROAD MADISON WI 53711 WILLIAM A LINTON PRESIDENT 5.00 1.00 X X 0 0 0 MATHEW SAUR SECRETARY 5.00 1.00 X X 0 0 0 PONCHO MEISENHEIMER BOARD MEMBER 5.00 1.00 X 24000 0 0 RACHELLE SAMPSON BOARD MEMBER 5.00 1.00 X 0 0 0 RICHARD LANGER BOARD MEMBER 5.00 1.00 X 0 0 0 ROBERT JESSE SECRETARY THROUGH MAY 5.00 1.00 X X 36000 0 0 60000 0 0 0 0 0 0 CHARLES RAISON 1133 RUTLEDGE STREET MADISON WI 53703 CONSULTING 150500 1 22001698 17332528 22001698 SERVICE REVENUE 541700 41850 41850 41850 31848 31848 20400 24600 -4200 -4200 -4200 15306385 16398819 -1092434 -1092434 -1092434 131085 38701 92384 92384 XPIRA REGULATORY FEES 900099 112940 112940 112940 21184086 247174 0 -1064786 X 56500 56500 139556 139556 28171 28171 36000 36000 2610158 2075143 535015 547634 438846 108788 67867 67867 29315 29315 11120085 10753473 366612 50739 50739 11430 5715 5715 38844 19422 19422 268566 59592 208974 155356 77678 77678 16152 16152 152043 134546 17497 166105 166105 INVENTORY EXPENSES 774786 774786 MISCELLANEOUS EXPENSES 409015 23932 385083 DUES AND SUBSCRIPTIONS 173225 155902 17323 ADMINISTRATIVE FEES 120577 120577 92982 92982 17065106 14939135 2125971 0 7265992 4090125 3340001 224208 1153085 2088215 283482 61106 53532474 644849 14985541 52887625 11228305 11000000 -1015 19469 481875 1490066 38737266 71860814 9076297 11795437 176345 142324 53100 0 0 26352054 9305742 38289815 X 29431524 30429102 0 3141897 29431524 33570999 38737266 71860814 X 4118980 20495 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 3950000 3950000 143100 15959 127141 848808 628890 219918 48590566 48590566 52887625 11000000 F 11000000 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 14274 0 1 0 1 0 2 14274 0 14274 SCHOLARSHIPS NORTH AMERICA 3 15000 WIRE DISTRIBUTION SCHOLARSHIPS EUROPE 2 13171 WIRE DISTRIBUTION 1 0 1 0 0 0 PART I, LINE 2: USONA INC REQUIRES A PROJECT STATUS REPORT EACH YEAR FOR ONGOING CONTRIBUTIONS PART III ACCOUNTING METHOD: 1 EROWID CENTER PO BOX 1116 GRASS VALLEY CA 95945 203256212 501(C)(3) 25000 0 GRANT TO SUPPORT ORGANIZATION'S MISSION WILLIAM A LINTON CHARITABLE FOUNDATION 2800 WOODS HOLLOW ROAD MADISON WI 53711 352602257 501(C)(3) 30000 0 TO SUPPORT THE ORGANIZATION'S MISSION 2 0 SCHOLARSHIPS 15 139556 PART I, LINE 2: USONA INSTITUTE INC REQUIRES A PROJECT STATUS REPORT EACH YEAR FOR ONGOING CONTRIBUTIONS X 1 306385 FMV X 1 16000000 FMV X 1 1026143 PRESENT VALUE CALC 1 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 B, LINE 11B THE FORM 990 IS PROVIDED TO ALL BOARD MEMBERS PRIOR TO FILING. EACH BOARD MEMBER IS INVITED TO REVIEW THE FILING AND IF ANY COMMENTS ARE RECEIVED, THEY ARE EVALUATED AND ACTED UPON AS APPROPRIATE. 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 356,575. MANAGEMENT AND GENERAL EXPENSES 12,157. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 368,732. CLINICAL PROFESSIONAL FEES: PROGRAM SERVICE EXPENSES 8,967,270. MANAGEMENT AND GENERAL EXPENSES 305,716. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 9,272,986. CMC PROFESSIONAL FEES: PROGRAM SERVICE EXPENSES 974,213. MANAGEMENT AND GENERAL EXPENSES 33,213. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 1,007,426. NON-CLINCIAL PROFESSIONAL FEES: PROGRAM SERVICE EXPENSES 159,562. MANAGEMENT AND GENERAL EXPENSES 5,440. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 165,002. REGULATORY PROFESSIONAL FEES: PROGRAM SERVICE EXPENSES 295,853. MANAGEMENT AND GENERAL EXPENSES 10,086. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 305,939. FORM 990, PART XI, LINE 9: INCOME/LOSS FROM GERMAN SUBSIDIARY 3,605. SPLIT LIFE AGREEMENT CHANGE IN VALUE 16,890. CINQUE TERRE LLC 2800 WOODS HOLLOW RD MADISON WI 53711 471349730 REAL ESTATE HOLDINGS WI 1046543 52617480 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 25651 1422 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 18508 6025 1.00000 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0