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Usona Institute Inc

MADISON, WI EIN: 47-1349730 Website

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.

Financial Overview

From 2024 IRS Form 990-PF · View filing

Total Assets

$148.2M

-17.8% YoY

Annual Giving

$20K

Grant Count

1

Avg Grant Size

$20K

About Usona Institute Inc

Based on IRS filings

Usona Institute Inc is a nonprofit organization focused on Medical Research, based in MADISON, WI. IRS filing data is available from 2020 through 2024. As of 2024, the organization holds $148.2M in total assets. In 2024, it awarded 1 grants totaling $20K. Net investment income was $289K.

Focus Areas

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Geographic Focus

Where this funder awards grants

Grant Distribution by State

3states

Cities

BERKELEYBOULDERGRASS VALLEYMADISONSAN RAFAEL

Financial History

Multi-year comparison from IRS filings

Revenue
Expenses
Qualifying Distributions
Net Investment Income
$0$15M$30M$45M$60M20202021202220232024
Metric202420232022
Total Assets$148,230,819$180,248,504$71,860,814
Revenue$7,949,536$54,880,999$21,184,086
Expenses$33,737,459$17,293,190$17,065,106
Qualifying Distributions
Net Investment Income$288,752$564,774$-1,060,586
Distributable Amount

Giving Over Time

Total grant dollars and number of grants per year

$0$44K$88K$131K$175K0 grants20203 grants20212 grants20220 grants20231 grants2024

Grant Insights

How this funder distributes its grants

Top Recipients

Top 1 recipients in 2024

MCKENNA ACADEMY OF NATUR…$20K

Grant Size Distribution

6 grants across all recorded years

3<$50K3$50–100K$100–250K$250–500K$500K–1M$1–5M$5M+

Open Grants

2 open opportunities from Usona Institute Inc

Giving History

Grant recipients and amounts by year

No grants recorded for .

Leadership & Key People

Officers and directors from IRS filings

Compensation Overview

From 2024 IRS filing

MIKE DAVISCHIEF MEDICAL OFFICER$447KJOHN LEBLANCTREASURER$306KTURA PATTERSONDIRECTO OF STRATEGIC PARTNER…$262KROBERT EZZELLDIRECTOR RA PHARMACEUTICAL P…$259KTHERAYSA GAPASINSENIOR CLINICAL PROGRAM LEAD$222KDAVID JUDSONDIRECTOR QUALITY ASSURANCE$222KKATARZYNA WARCHOLCLINICAL OPERATIONS MANAGER$212KPONCHO MEISENHEIMERBOARD MEMBER/DIRECTOR OF CHE…$24K

From 2024 filing

NameTitleHoursCompensation
WILLIAM A LINTONPRESIDENT10
MATHEW SAURSECRETARY1
PONCHO MEISENHEIMERBOARD MEMBER/DIRECTOR OF CHEMISTRY5$24,000
RACHELLE SAMPSONBOARD MEMBER1
RICHARD LANGERBOARD MEMBER5
JOHN LEBLANCTREASURER24$306,326
DAVID JUDSONDIRECTOR QUALITY ASSURANCE40$221,589
MIKE DAVISCHIEF MEDICAL OFFICER40$447,398
THERAYSA GAPASINSENIOR CLINICAL PROGRAM LEAD40$222,002
KATARZYNA WARCHOLCLINICAL OPERATIONS MANAGER40$211,533
ROBERT EZZELLDIRECTOR RA PHARMACEUTICAL PRODUCTS40$259,071
TURA PATTERSONDIRECTO OF STRATEGIC PARTNERSHIPS36$262,041

Subject Areas

Focus areas based on grantmaking activity

Data last updated April 2026. Sourced from IRS Form 990-PF filings.

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