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Wisconsin · Nonprofit

USONA INSTITUTE INC

USONA INSTITUTE INC (Wisconsin) receives grants from 30 organizations whose IRS filings report $25,290,588 to it, the largest being TINY BLUE DOT INC ($9,350,000). 13 of them have funded it in more than one year.

Revenue FY2024
$7.9M
Funders on record
30
Grants received
$25M
Net assets
$46M
13/30 repeat funderspeak grant-dependency 29%
01What it does

What Usona Institute Inc does

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.

As stated on its FY2024 Form 990.

Programs

  1. 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…

    $27,713,437 spent
    88% of program spending
  2. 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.

    $3,149,254 spent
    10% of program spending
  3. 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…

    $629,851 spentof which $167,150 as grants$485,115 earned by the program
    2% of program spending

The 3 programs described on its FY2024 Form 990, listed largest first by expense. Program spending in total: $31,492,542.

02The organization over time

The organization over time

Each line starts at 100 in 2017, so what you read is the shape rather than the size: 150 means half as much again as 2017, 50 means half. The number beside each label in the key is where it ended. The shaded band is where the middle 50% of its peers' revenue would sit, given their growth.

100 = 20172017 Revenue 100 ($5.5M) Expenses 100 ($1.8M) Net assets 100 ($5.9M)2018 Revenue 136 ($7.4M) Expenses 286 ($5.0M) Net assets 140 ($8.3M)2019 Revenue 115 ($6.3M) Expenses 328 ($5.8M) Net assets 155 ($9.1M)2020 Revenue 375 ($20M) Expenses 433 ($7.6M) Net assets 416 ($24M)2021 Revenue 345 ($19M) Expenses 790 ($14M) Net assets 500 ($29M)2022 Revenue 388 ($21M) Expenses 971 ($17M) Net assets 570 ($34M)2023 Revenue 1005 ($55M) Expenses 984 ($17M) Net assets 1208 ($71M)2024 Revenue 146 ($7.9M) Expenses 1921 ($34M) Net assets 775 ($46M)
'17'18'19'20'21'22'23'24
Revenue (146)Expenses (1921)Net assets (775)Peer revenue range

Balance sheet

Total assets and total liabilities at each year end, in dollars. The largest one-year move in total assets was 2022 to 2023, from $72M to $180M (+151%).

$6.1M
$8.7M
$10M
$26M
$39M
$72M
$180M
$148M
'17'18'19'20'21'22'23'24
Total assetsTotal liabilities

How it's funded, over time

Each bar is one year's revenue split into where it came from, and every bar is the same height — these are shares, not amounts, so a year that raised twice as much looks the same size. Hover a bar for the split.

2017
2018
2019
2020
2021
2022
2023
2024
ContributionsProgram revenueInvestmentOther

63% of USONA INSTITUTE INC’s revenue is contributions — more donation-reliant than the typical peer (51% for the typical peer).

This organization
Typical peer · 8,611 orgs

Surplus & reserves

Operating surplus or deficit each year, and months of liquidity in hand. 1 of the last 8 reported years ran a deficit.

$3.7M
’17
$2.4M
’18
$531k
’19
$13M
’20
$5.0M
’21
$4.1M
’22
$38M
’23
−$26M
’24
1.5
months of
reserve

Leadership and staff

The officers, directors, trustees and key employees listed on each return. Joined and no longer listed compare each filing with the year before, matching people by surname and first initial; a year after a gap, or a roster under three people, has no comparison.

'17'18'19'20'21'22'23'24
Listed444556612
Joined·+0+0+1+0+3+1+6
No longer listed·0000210
03Who funds it

Who funds it, year by year

2017 → 2023: the base broadened from 2 funders to 7 funders, grant income rose $275k → $5.4M.

6 of 30 of your funders are donor-advised or pass-through sponsors (tagged DAF) — 19% of grant dollars received. That money is really individual donors directing a sponsor; the institutions to cultivate are the non-DAF funders.

From the IRS filings of USONA INSTITUTE INC’s funders (the co-funder graph). Association, not causation. Trends are read to FY2023, the last fiscal year that has finished arriving. FY2024–FY2026 are still being filed and are shown unshaded; they do not move any figure on this page.

How concentrated its funding is

USONA INSTITUTE INC leans on a few funders — its largest provides 37% of grant income and the top three 70%; half comes from just 2 funders.

the vertical line marks half of all grant income — 2 funders to its left

37%
largest funder
70%
top three
~5
effective funders

Largest funder’s share by year: 2017 73% · 2018 97% · 2019 56% · 2020 42% · 2021 63% · 2022 66% · 2023 48% — diversifying over time.

“Effective funders” = inverse Herfindahl index (1 / Σ shareᵢ²) — the number of equal-sized funders that would give the same concentration. Trends are read to FY2023, the last fiscal year that has finished arriving. FY2024–FY2026 are still being filed and are shown unshaded; they do not move any figure on this page.

How long its funders stay

18% of USONA INSTITUTE INC's funders are still giving 3 years after their first grant; 43% give in more than one year at all.

first grant+1y+2y+3y+4y+5y

Share of funders still giving k years after their first recorded grant, pooled across every acquisition cohort. A funder counts as retained in a year only if it made a grant that year. Measured to FY2023, the last fiscal year that has finished arriving — a funder cannot be counted as lapsed in a year most filers have not reached.

Where its funders are

USONA INSTITUTE INC draws 100% of its grant income from funders outside Wisconsin, across 12 states in all.

NH
WI
NY
NV
IN
PA
NJ
CT
CA
CO
MD
FL

In-state vs out-of-state, by year

’17
’18
’19
’20
’21
’22
’23
Wisconsin out of state home

Funder states come from each funder’s own filing. $4.8M arriving through sponsors registered in 6 states is excluded from the map and the split above: a sponsor holds money on a donor’s behalf, so its registered address would place those dollars somewhere no donor need ever have been. Trends are read to FY2023, the last fiscal year that has finished arriving. FY2024–FY2026 are still being filed and are shown unshaded; they do not move any figure on this page.

04Its place in the field

Against its field

USONA INSTITUTE INC's funding base is broadening — from 2 funders to 7 as grant income climbed.

Operating margin−324% · bottom quartile
Months of reserve1.5mo · below the median
Revenue growth (annualized)6% · below the median

this organization peer median middle 50% of peers· 8,121 health nonprofits $1M–$10M, FY2024

Government funding USONA INSTITUTE INC receives

Grants and contracts to this organization from federal (USASpending) and state checkbooks, reconciled to its EIN. $47k on record.

Federal$47k
grants $0contracts $47k
Top agencies
  • Department of Health and Human Services$34k
  • Department of Veterans Affairs$13k

Federal grants vs contracts are distinguished; state line items keep their reported category. Matched by name + geography (the BMF), so coverage is partial and precision-first.

Organizations like USONA INSTITUTE INC

Organizations whose mission and program text most resemble this one, by semantic similarity over every organization in the US filings — the closest peers, and often the clearest route to shared or prospective funders.

In Wisconsin

Nationally

05Profile & governance

Read directly from this organization’s own Form 990, as neutral context.

Where the money goes

93% of spending goes to programs.

Program 93%Management 7%Fundraising 0%

Governance

5
board members
60%
independent
✓Conflict-of-interest policy–Whistleblower policy–Document retention✓Board reviewed the 990✓Audited financials

Footprint & structure

Files a return copy in 13 states

NH
MN
NY
MA
OR
NJ
RI
CA
VA
MD
AR
NC
FL

Part of a family of 4 related entities

  • Cinque Terre LLC · disregarded
  • Porta Sophia LLC · disregarded
  • William a Linton Charitable Foundation Inc · exempt
  • Usona Institute Europa Gmbh · corp_trust

Screen this organization

A dated, signed PDF of the compliance screen for USONA INSTITUTE INC: IRS status (Business Master File, Publication 78, auto-revocation), the OFAC sanctions lists, the Internal Revenue Bulletin, and California registration, with the Rev. Proc. 2018-32 §8.01 reliance elements stated element by element. Generated from the current files at the moment you download it.

A paid feature, included from the $75 plan up. Sign in to download.

Screens are triage, not determinations; a source that cannot be read reports not screened, never clear. Screen this nonprofit · How the screen works · on the API as GET /api/screening/{ein}?format=pdf

Questions and answers

Who funds USONA INSTITUTE INC?
USONA INSTITUTE INC (Wisconsin) receives grants from 30 organizations whose IRS filings report $25,290,588 to it, the largest being TINY BLUE DOT INC ($9,350,000). 13 of them have funded it in more than one year.
How many funders does USONA INSTITUTE INC have?
IRS filings report 30 organizations giving $25,290,588 in grants to USONA INSTITUTE INC, 13 of which have funded it in more than one year.
Who is the largest funder of USONA INSTITUTE INC?
TINY BLUE DOT INC is the largest funder on record, with $9,350,000 in grants. The full list of funders is on this page.
How can an organization like USONA INSTITUTE INC find more funders?
Start with the funders already giving here, then look at the foundations that back similar organizations in Wisconsin. The funding by cause and by state pages list the largest funders for a given area and how to approach them.

These figures are read directly from IRS Form 990 / 990-PF e-file XML: this organization’s own return for FY2024 (financials across 2017–2024), and the filings of 30 funders that report grants to it. “On record” means captured in the filings we have parsed — a funder that does not e-file, or whose grant detail is not itemized, will not appear. Filings run roughly 12–24 months behind. Trends on this page end at FY2023, the last fiscal year that has finished arriving; later years are shown and marked, and move no figure. Data on this page was exported October 14, 2026. What this page cannot tell you · view filing