USONA INSTITUTE INC

As filed

Subsection

03

NTEE code

H99

Classification

2000

Street

2881 WOODS HOLLOW RD

These codes are the IRS's own and are shown exactly as filed. What each one means is in the Business Master File documentation (opens in a new tab).

Other organizations at this address

1 other organization in the IRS Business Master File lists the same street address. matched by us

We match the street line and ZIP code as the IRS gives them, ignoring case and outer spaces and nothing else, so "AVE" and "AVENUE" count as different streets and this list can miss some. A shared address can mean related organizations or a shared office, but it can also be a registered agent, a mail drop or a service provider holding mail for unrelated clients. It is not, by itself, evidence that two organizations are connected.

• WILLIAM A LINTON CHARITABLE FOUNDATION INC

  EIN 35-2602257

Mission and programs · 2024

• 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 PARTNERSHIPS WITH DIVERSE STAKEHOLDERS FOCUSING ON UNDERSERVED POPULATIONS, ENHANCING INFRASTRUCTURE AND SUPPLY CHAIN RESILIENCE FOR EQUITABLE ACCESS.GUIDED BY A DIVERSITY STEERING COMMITTEE, THE PLAN INCORPORATED INSIGHTS FROM COMMUNITY OUTREACH AND DIVERSITY EXPERTS TO RECRUIT UNDERREPRESENTED POPULATIONS AND FOSTER INCLUSION IN THE PSIL301 PHASE 3 STUDY.

  Expenses $27,713,437

• 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.

  Expenses $3,149,254

• 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 FACULTY FOR FUTURE CARE DELIVERY.

  Expenses $629,851 · Grants $167,150 · Revenue $485,115

As filed on the 2024 return. The filer continues this part on Schedule O, which is not shown here.

Officers and directors · 2024

As listed in Part VII of the 2024 return, in the order the filer printed them. Each return names its own; this is not a roster the organization keeps with us.

Compensation is as filed in Part VII: reportable pay from this organization and from related organizations, other compensation, and hours per week. The total, marked calculated, is our sum of the three dollar columns, with a blank column counted as $0; the form itself has no total. On a Form 990-EZ the columns are Part IV's instead, and on a Form 990-PF Part VIII's — compensation, contributions to benefit plans, and expense account — and the total sums those. A Schedule J breakdown is as filed: base pay, bonus, other, deferred compensation and nontaxable benefits from this organization, with any from related organizations beside each, and the filer's own total. It is shown with the Part VII listing of the same name on the same return. The form gives no key between the two, so that pairing is ours, and is marked matched by us. Earlier years are each on their own filing page.

Filings

• 2024

  Revenue

  $7,949,536

  Expenses

  $33,737,459

  Contributions

  $5,020,285

  Grants paid

  $167,150

• 2023

  Revenue

  $54,880,999

  Expenses

  $17,293,190

  Contributions

  $53,766,608

  Grants paid

  $214,670

• 2022

  Revenue

  $21,184,086

  Expenses

  $17,065,106

  Contributions

  $22,001,698

  Grants paid

  $224,227

The four totals the IRS asks for on Part I of the Form 990, as filed. A dash means the figure was not present on the return — not that it was zero.

Other returns filed

• 2021 · 990

  Revenue

  $18,840,870

  Expenses

  $13,878,540

  Assets (EOY)

  $38,737,266

• 2020 · 990

  Revenue

  $20,488,196

  Expenses

  $7,601,395

  Assets (EOY)

  $26,382,122

• 2019 · 990

  Revenue

  $6,286,708

  Expenses

  $5,756,156

  Assets (EOY)

  $10,424,604

• 2018 · 990

  Revenue

  $7,411,772

  Expenses

  $5,025,271

  Assets (EOY)

  $8,709,925

• 2017 · 990

  Revenue

  $5,462,348

  Expenses

  $1,756,641

  Assets (EOY)

  $6,067,779

• 2016 · 990

  Revenue

  $2,968,965

  Expenses

  $750,720

  Assets (EOY)

  $2,315,725

• 2015 · 990

  Revenue

  $23,411

  Expenses

  $682,350

  Assets (EOY)

  $11,560

Nonprofiteer parses Forms 990, 990-EZ and 990-PF, in a window of recent tax years. These returns are recorded from the IRS e-file index, so their figures were extracted by that index rather than read from the return here — treat them as a different source from the filings above, not as more of the same record. A dash means the index carries no figure; Form 990-T listings carry none at all.

Grants made

• WILLIAM A LINTON CHARITABLE FOUNDATION

  $30,000

  2022 · TO SUPPORT THE ORGANIZATION'S MISSION

• EROWID CENTER

  $25,000

  2022 · GRANT TO SUPPORT ORGANIZATION'S MISSION

• MCKENNA ACADEMY OF NATURAL PHILOSPHY INC

  $20,000

  2024 · CONFERENCE SUPPORT

Where these grants went next →

Grants received

• DONOR ADVISED CHARITABLE GIVING

  $2,000,000

  2022 · HEALTH

• NATIONAL PHILANTHROPIC TR

  $500,000

  2022 · HEALTH

• FIDELITY INVESTMENTS CHARITABLE GIFT FUND

  $125,000

  2023 · For grant recipient's exempt purposes

• BRAINFUTURES INCORPORATED

  $115,350

  2024 · U-PEP FACULTY IMMERSIVE EDUCATION PROGRAM FUNDING PARTICIPANTS

• FIDELITY INVESTMENTS CHARITABLE GIFT FUND

  $99,893

  2024 · For grant recipient's exempt purposes

• DONOR ADVISED CHARITABLE GIVING

  $94,000

  2023 · HEALTH

• UNLIKELY COLLABORATORS INC

  $43,000

  2024 · SEE PART IV

• FIDELITY INVESTMENTS CHARITABLE GIFT FUND

  $27,000

  2022 · For grant recipient's exempt purposes

Related organizations

From Schedule R Part II, where a filer lists the tax-exempt organizations it is related to by control. It does not record shared board members or money.

Taxable family

From Schedule R Parts I, III and IV: entities that legally are the filer, and taxable partnerships, corporations and trusts it is related to. These record ownership and control, not shared board members or money.

Other IRS files