Usona Institute Inc
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.
Usona Institute Inc at a glance
In short: Usona Institute Inc gave $20K across 1 grant in 2024 (avg $20K), mostly in California. Source: 2024 IRS Form 990.
- Annual giving (2024)
- $20,000
- -79.6% vs 2023
- Grants made (2024)
- 1
- Average grant
- $20,000
- Median grant
- $20,000
- Total assets
- $148,230,819
- -17.8% vs 2023
- Primary geography
- California (100% of itemized 2024 grant dollars)
- Latest 990 filing
- Form 990, 2024 View filing
Data from IRS Form 990, 2024; updated September 2026.
How to apply to Usona Institute Inc
- Next open deadline
- November 30, 2026 (Scholarship Program)
Open Grants
2 open opportunities from Usona Institute Inc
Who Usona Institute Inc funds
How this funder distributes its grants
Top Recipients
Top recipient in 2024
The largest 2024 recipient was McKenna Academy of Natural Philosphy Inc ($20K).
Grant Size Distribution
6 grants across all recorded years
The most common grant size was under $50K: 3 grants of 6 (50%).
Geographic Focus
Where this funder awards grants
Grant Distribution by State
Share of the 2024 grant dollars on its one itemized grant.
States
Cities
How Usona Institute Inc gives
- Giving fell 89% from 2021 to 2024. Method
From the foundation's IRS Form 990 filings. Methodology.
Giving History
Giving Over Time
Total grant dollars and number of grants per year
From 2021 to 2024, annual grant giving ranged from $20K (2024) to $175K (2021). In 2024 it made 1 grant totaling $20K.
Hatched bars: grants paid as reported on the IRS filing, which lists no individual grants for that year.
Grants by year
Grant recipients and amounts by year
| Recipient | Purpose | Amount |
|---|---|---|
| McKenna Academy of Natural Philosphy Inc San Rafael, CA | Conference Support | $20,000 |
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Financial History
Multi-year comparison from IRS filings
| Filing year | Total Assets | Revenue | Expenses | Grants paid | Grants | Net Investment Income |
|---|---|---|---|---|---|---|
| 2024 | $148,230,819 | $7,949,536 | $33,737,459 | $20,000 | 1 | $288,752 |
| 2023 | $180,248,504 | $54,880,999 | $17,293,190 | $98,259 | Total only | $564,774 |
| 2022 | $71,860,814 | $21,184,086 | $17,065,106 | $55,000 | 2 | $-1,060,586 |
| 2021 | $38,737,266 | $18,840,870 | $13,878,540 | $175,000 | 3 | $-382,193 |
| 2020 | $26,382,122 | $20,488,196 | $7,601,395 | — | — | $1,657,565 |
"Total only": grants paid as reported on the IRS filing, which lists no individual grants for that year.
About Usona Institute Inc
Based on IRS filings
Usona Institute Inc is a public charity 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 grant totaling $20K. Net investment income was $289K.
Focus Areas
Leadership & Key People
Officers and directors from IRS filings
Usona Institute Inc is led by William A. Linton, President on every filing since 2020; 8 of 12 officers listed in 2024 are compensated.
Officers on the 2024 filing
William A. Linton
President
On filings since 2020
10 hrs/week
No compensation reported
Poncho Meisenheimer
Board Member & Director of Chemistry
Board Member → Board Member & Director of Chemistry, 2024
On filings since 2022
5 hrs/week
$24K (2022) → $24K (2024)
David Judson
Director Quality Assurance
New on the 2024 filing
40 hrs/week
$222K (2024)
Robert Ezzell
Director Ra Pharmaceutical Products
New on the 2024 filing
40 hrs/week
$259K (2024)
John Leblanc
Treasurer
On filings since 2023
24 hrs/week
$306K (2024)
Katarzyna Warchol
Clinical Operations Manager
New on the 2024 filing
40 hrs/week
$212K (2024)
Mike Davis
Chief Medical Officer
New on the 2024 filing
40 hrs/week
$447K (2024)
Theraysa Gapasin
Senior Clinical Program Lead
New on the 2024 filing
40 hrs/week
$222K (2024)
Tura Patterson
Directo of Strategic Partnerships
New on the 2024 filing
36 hrs/week
$262K (2024)
Richard Langer
Board Member
On filings since 2020
5 hrs/week
No compensation reported
Mathew Saur
Secretary
On filings since 2022
1 hr/week
No compensation reported
Rachelle Sampson
Board Member
On filings since 2022
1 hr/week
No compensation reported
Former officers (3)
- Former: Robert Jesse (2020–2022) — Secretary
- Former: Carey Turnbull (2020–2021) — Board Member
- Former: Craig Christianson (2020–2021) — Treasurer
Data from IRS Form 990 filings, 2020–2024. "On filings since" is the earliest filing we hold that lists the person; hours are average hours per week as reported.
Compensation Overview
From 2024 IRS filing
The highest reported compensation on the 2024 filing was $447K, to Mike Davis (Chief Medical Officer). 8 officers or directors reported compensation on that filing.
Frequently asked questions about Usona Institute Inc
How much does Usona Institute Inc give each year?
Usona Institute Inc gave $20K across 1 grant in 2024, according to its 2024 IRS Form 990. In 2023 it reported $98K in grants paid.
How large is Usona Institute Inc?
Usona Institute Inc reported $148.2M in total assets on its 2024 IRS Form 990. Its revenue that year was $7.9M.
What is Usona Institute Inc?
Usona Institute Inc is a public charity focused on Medical Research, based in Madison, WI. It holds $148.2M in total assets as of 2024.
Where does Usona Institute Inc operate?
Usona Institute Inc has awarded grants in California, Colorado, Wisconsin.
What is Usona Institute Inc's EIN?
Usona Institute Inc's EIN (Employer Identification Number) is 47-1349730. IRS Form 990 filing data is available on this page for 2020–2024.
Data last updated September 2026. Sourced from IRS Form 990 filings.
Data update history
(5)
When this profile's IRS filing data changed on Grantable
- Updated Form 990 for fiscal year 2021 (received by the IRS June 1, 2022)
- Updated Form 990 for fiscal year 2022 (received by the IRS June 29, 2023)
- Updated Form 990 for fiscal year 2023 (received by the IRS September 24, 2024)
- Updated Form 990 for fiscal year 2024 (received by the IRS May 6, 2025)
- IRS filings on file for fiscal years 2020–2024
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