USONA INSTITUTE INC Charity Report

Public IRS 990 nonprofit record

USONA INSTITUTE INC

EIN 47-1349730 · Medical Research N.E.C. (H99)

What they do

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.

Before you give

Should I give to this charity?

Easy charity check

Look at where the money went

Of every $100 spent, about $93.30 was reported for mission work. Use the spending picture below and ask what results that work produced.

Plain answer: A tax form cannot prove that a charity is doing good. It can show how the charity says it spent its money—and point out questions you should ask.

Basic facts we verified

IRS warning checkNo IRS revocation warning appears in this data.

Money report from 2024The charity has a recent tax report to read.

They explain their jobThe charity tells us what it is trying to do.

They name their leaders12 people are listed in the latest report.

You can reach themThey list contact information, so you can ask questions.

Money made simple

396.16%of revenue went to mission work93.3% of expenses · Program services

$424.40spent for every $100 of revenueSpending was higher than revenue this year.

28.24%of revenue went to management and office costs6.7% of expenses

$4.39in assets for every $1 spent this yearSome assets cannot be spent right away.

63.2%of its money came from giftsOther money may come from services or investments.

Ask these three easy questions

Who did you help? Ask for a recent story or report that shows real results.
What will my money do? Ask exactly what your gift will pay for.
Is this really the charity? Give only through its official website or confirmed phone number.

Worth asking: Expenses exceeded revenue by $25,787,923 this year. Ask whether that was planned or caused by a one-time event.

Pay context: The highest compensation shown in this filing is $496,806 for MIKE DAVIS (CHIEF MEDICAL OFFICER). Compare pay with organizations of similar size and complexity.

Bottom line: Do not decide from a name, mission statement, or tax status alone. Look at where the money went, then ask what changed, who was helped, and what your gift will do. YouCanGiveBack does not endorse or grade organizations.

Money

Financial picture

Tax year 2024

A plain-language look at the latest Form 990 figures available. These numbers help you ask better questions; they do not, by themselves, rate whether a charity is good or bad.

$100revenue

How each $100 of revenue was used

The large number compares each expense with revenue. The smaller number shows its share of total expenses.

Total reported revenue$7,949,536

Mission workProgram services$31,492,542396.16% of revenue93.3% of expenses

ManagementOffice and general costs$2,244,91728.24% of revenue6.7% of expenses

FundraisingAsking for donations0.00% of revenue0.0% of expenses

Total expenses$33,737,459424.40% of revenue

Expenses were greater than revenue, so the colored ring fills the available $100 and the total above 100% is shown below.

Has the pattern changed?

Colored bars = expense mix: how each year’s expenses were divided. Total expenses vs. revenue shows whether the charity spent less or more than it received. The current filing is first.

YearExpense mixDetails

2024CurrentExpense mix: 93.3% mission · 6.7% management · 0.0% fundraisingTotal expenses: 424.40% of revenue

2023Expense mix: 87.6% mission · 12.4% management · 0.0% fundraisingTotal expenses: 31.51% of revenue

2022Expense mix: 87.5% mission · 12.5% management · 0.0% fundraisingTotal expenses: 80.56% of revenue

2021Expense mix: 92.1% mission · 7.9% management · 0.0% fundraisingTotal expenses: 73.66% of revenue

2020Expense mix: 89.0% mission · 11.0% management · 0.0% fundraisingTotal expenses: 37.10% of revenue

2019Expense mix: 88.3% mission · 11.7% management · 0.0% fundraisingTotal expenses: 91.56% of revenue

2018Expense mix: 90.9% mission · 9.1% management · 0.0% fundraisingTotal expenses: 67.80% of revenue

2017Expense mix: 80.5% mission · 19.5% management · 0.0% fundraisingTotal expenses: 32.16% of revenue

Money in and money out

Revenue$7,949,536

Expenses$33,737,459

Annual shortfall $25,787,923 Expenses were higher than revenue for this filing year.

Reported spending amounts

Mission work means the Form 990 category called program services. These are reported accounting categories—not an independent measurement of results.

Mission work (program services)$31,492,542 · 93.3% of expenses

Management and office costs$2,244,917 · 6.7% of expenses

See all reported dollar amounts

Revenue$7,949,536

Expenses$33,737,459

Assets$148,230,819

Income$33,020,385

Contributions$5,020,285

Mission work (program services)$31,492,542

Grants given$510,000

Average grant$42,500

Management and general$2,244,917

Accounting fees$82,751

People

Leadership and board

Tax year 2024

Names, titles, time, and compensation below are reported by the organization on its Form 990.

People reported as paid

Person and titleCompensation

MIKE DAVISCHIEF MEDICAL OFFICER · 40 hrs/week $496,806Base $447,398 · Other $49,408

JOHN LEBLANCTREASURER · 24 hrs/week $340,486Base $306,326 · Other $34,160

ROBERT EZZELLDIRECTOR RA PHARMACEUTICAL PRODUCTS · 40 hrs/week $291,917Base $259,071 · Other $32,846

TURA PATTERSONDIRECTO OF STRATEGIC PARTNERSHIPS · 36 hrs/week $289,954Base $262,041 · Other $27,913

THERAYSA GAPASINSENIOR CLINICAL PROGRAM LEAD · 40 hrs/week $254,787Base $222,002 · Other $32,785

KATARZYNA WARCHOLCLINICAL OPERATIONS MANAGER · 40 hrs/week $242,759Base $211,533 · Other $31,226

DAVID JUDSONDIRECTOR QUALITY ASSURANCE · 40 hrs/week $230,963Base $221,589 · Other $9,374

PONCHO MEISENHEIMERBOARD MEMBER/DIRECTOR OF CHEMISTRY · 5 hrs/week $24,000

Compensation alone does not tell whether pay is reasonable. Consider the charity’s size, work, location, and results.

See everyone listed on the board or leadership roster (12)

MIKE DAVISCHIEF MEDICAL OFFICER

JOHN LEBLANCTREASURER

ROBERT EZZELLDIRECTOR RA PHARMACEUTICAL PRODUCTS

TURA PATTERSONDIRECTO OF STRATEGIC PARTNERSHIPS

THERAYSA GAPASINSENIOR CLINICAL PROGRAM LEAD

KATARZYNA WARCHOLCLINICAL OPERATIONS MANAGER

DAVID JUDSONDIRECTOR QUALITY ASSURANCE

PONCHO MEISENHEIMERBOARD MEMBER/DIRECTOR OF CHEMISTRY

MATHEW SAURSECRETARY

RACHELLE SAMPSONBOARD MEMBER

RICHARD LANGERBOARD MEMBER

WILLIAM A LINTONPRESIDENT

About this charity

Recognized since: January 2014
Location: 2881 WOODS HOLLOW ROAD, MADISON, WI 53711
County: Dane
In care of: JOHN LEBLANC
Primary officer: JOHN LEBLANC, TREASURER

How to reach them

WebsiteVisit the charity’s website Phone(608) 278-7662

Filing and classification

Latest tax year: 2024
Tax period began: January 1, 2024
Return type: 990
Tax preparer: CLIFTONLARSONALLEN LLP
NTEE classification: Medical Research N.E.C. (H99)
IRS tax category: Medical Research N.E.C.
Grant-giving organization: Yes