VIA INSTITUTE ON CHARACTER

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Financial Vulnerability Assessment (Tuckman-Chang)

4 risk indicators measuring financial stability and operational resilience

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Financial Trends

Organization Details

Formation Year

1999

Legal Domicile

Principal Officer

NEAL H MAYERSON PHD

Phone

5132397037

Tax Period

2024-01-01 to 2024-12-31

VIA INSTITUTE ON CHARACTER, founded in 1999, is a community nonprofit in the Social Science sector that reported $2.4M in total revenue in fiscal year 2024. Revenue surged 25% from the prior year, signaling strong growth momentum. Expenses of $3.0M exceeded revenue, resulting in a 27% operating deficit.

Mission

MISSION: ADVANCE THE SCIENCE AND PRACTICE OF CHARACTER STRENGTHS BY PROVIDING RESOURCES REQURIED TO ACTIVATE HUMAN FLOURISHING THROUGH A DISTRIBUTED GLOBAL NETWORK.

Program Service Accomplishments

Program 1

Expenses: $1,996,163 Revenue: $1,656,838

ADVANCING PRACTICE: -EDUCATION (REVENUE IS RECEIVED FROM REPORTS, COURSES, WORKSHOPS CONSULTING, ETC.) -PRODUCT PARTNERSHIPS: WE PARTNER WITH LEADING ORGANIZATIONS TO PROVIDE THEM WITH ACCESS TO OUR INTELLECTUAL PROPERTY SO THAT THEY CAN DELIVER CHARACTER STRENGTHS BASED SOLUTIONS. WE EARN REVENUE FROM LICENSING OUR INTELLECTUAL PROPERTY (BRAND, SURVEY), EXAMPLES INCLUDE TWILL AND SMCOV. WE HAVE ALSO CO-DEVELOPED TRAINING PRODUCTS AND LICENSED THOSE PRODUCTS SUCH AS WITH WHOLE BEING INSTITUTE. WE ALSO PROVIDE A TECHNOLOGY PLATFORM FOR ORGANIZATIONS TO BE ABLE TO ACCESS OUR SURVEY. -THOUGHT LEADERSHIP: WE AIM TO PROVIDE THE FIELD OF CHARACTER SCIENCE THE MOST CURRENT AND INNOVATIVE THINKING. WE DO THIS BY WRITING BOOKS (REVENUE EARNED FROM ROYALTIES), AND OFFERING KEYNOTE AND OTHER PRESENTATIONS TO POSITIVE PSYCHOLOGY SOCIETIES, SCHOOLS, COMPANIES, AND OTHER NONPROFIT ORGANIZATIONS.

Program 2

Expenses: $116,209 Revenue: $106,068

ADVANCING SCIENCE - PROVIDE SUPPORT TO RESEARCHERS DOING RESEARCH WITH THE VIA SURVEY. SUPPORT INCLUDES ALLOWING RESEARCHERS TO UTILIZE OUR WEBSITE TO CONDUCT RESEARCH, GRANT FUNDING FOR RESEARCH...

ADVANCING SCIENCE - PROVIDE SUPPORT TO RESEARCHERS DOING RESEARCH WITH THE VIA SURVEY. SUPPORT INCLUDES ALLOWING RESEARCHERS TO UTILIZE OUR WEBSITE TO CONDUCT RESEARCH, GRANT FUNDING FOR RESEARCH PROJECTS RELATED TO CHARACTER STRENGTHS, CONNECTING RESEARCHERS TO OTHERS IN SIMILAR AREAS OF INTEREST AND PROVIDING UP-TO-DATE INFORMATION ON THE LATEST RESEARCH. - DEVELOP AND DISSEMINATE CHARACTER STRENGTHS ASSESSMENTS. WE HAVE AN ADULT AND YOUTH ASSESSMENT ON CHARACTER STRENGTHS. WE CONTINUE TO DEVELOP NEW MEASUREMENTS AND PROVIDE TRANSLATIONS OF OUR EXISTING ONES.

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Trantor Score

Financial Health Score (300–850) · Liquidity · Solvency · Sustainability · Efficiency

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Liquidity (40%) • Solvency (30%) • Sustainability (20%) • Efficiency (10%)

Financial Overview (2024)

Revenue Breakdown

Contributions & Grants $366,865

Program Service Revenue $1,762,906

Investment Income $223,120

Other Revenue $155

TOTAL REVENUE $2,353,046

Expense Breakdown

Grants Paid $89,983

Salaries & Benefits $1,966,286

Fundraising Expenses $241,138

Program Expenses $2,112,372

Other Expenses $942,584

TOTAL EXPENSES $2,998,853

Year-over-Year Comparison

	2024	2023	Change
Revenue	$2,353,046	$1,878,345	+0.3%
Expenses	$2,998,853	$2,239,407	+0.3%
Net Income	$-645,807	$-361,062	+0.8%

Key Indicators

✓ Grants to Organizations ✗ Grants to Individuals ✗ Lobbying ✗ Political Activity ✗ Foreign Activities ✗ Donor Advised Fund ✓ Schedule B Required

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Financial Health Indicators

Comprehensive financial analysis: Altman Z-Score, liquidity, solvency, sustainability, efficiency, and growth metrics

Financial Distress Indicator

Liquidity & Cash Position

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Altman Z-Score • Liquidity Ratios • Solvency Analysis • Growth Indicators • Efficiency Metrics

Governance

Voting Members

Independent Members

Employees

Volunteers

N/A

Governance Policies

✗ Conflict of Interest Policy

✗ Whistleblower Policy

✗ Document Retention Policy

Special Practices & Reported Activities

✗ Operated a School

✗ Operated a Hospital

✗ Provided First Class Travel

⚠ Reported Conflict of Interest

✗ Reported Asset Diversion

✗ Excess Benefit Transaction

✗ Made Political Expenditures

✗ Engaged in Lobbying

✗ Operated Donor Advised Fund

✗ Maintained Art Collections

✗ Filed Form 720

Compensation of Officers, Directors & Key Employees

Total Officers

$422,121

Total Directors

$116,844

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
NEAL H MAYERSON PHD	BOARD CHAIRM	10.00	Director	$0	$0	$116,844
DONNA MAYERSON PHD	BOARD MEMBER	0.50	Director	$0	$0	$0
RYAN NIEMIEC	CHIEF SCIENC	40.00	Officer	$130,285	$0	$130,285
SEAN SLOVENSKI	BOARD MEMBER	0.50	Director	$0	$0	$0
JOSEPH TILLEY	SOFTWARE ENG	40.00	Highest	$161,467	$0	$161,467
JEFFREY LEVY MD	FORMER CEO	40.00		$406,919	$0	$406,919
JAN-MICHELE KEARNEY	BOARD MEMBER	0.50	Director	$0	$0	$0
SUNDEEP BHAN	BOARD MEMBER	0.50	Director	$0	$0	$0
JILLIAN COPPLEY	PRESIDENT	40.00	Officer	$219,144	$0	$219,144
ISABEL HOWELL	CHIEF MARKET	40.00	Officer	$72,692	$0	$72,692

Note: Compensation data is self-reported by the organization on their Form 990. "Reportable Comp" includes salary, bonuses, and other reportable compensation from the organization and related organizations. "Other Comp" includes benefits, deferred compensation, and non-taxable benefits.

Historical Data

Year	Revenue	Expenses	Assets	Net Income
2024	$2,353,046	$2,998,853	$4,711,771	$-645,807
2023	$1,878,345	$2,239,407	$5,338,278	$-361,062
2022	$1,617,149	$1,364,944	$2,999,123	$252,205
2021	$1,586,357	$1,170,033	$2,743,397	$416,324
2020	$1,507,856	$1,139,994	$2,326,326	$367,862