VIA COGNITIVE HEALTH INC (EIN 581641777) - Form 990 Financial Analysis & Trantor Score

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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

2003

Legal Domicile

Principal Officer

JENNIFER PENNINGTON

Phone

7067385039

Tax Period

2024-07-01 to 2025-06-30

VIA COGNITIVE HEALTH INC, founded in 2003, is a community nonprofit in the Diseases & Disorders sector that reported $1.2M in total revenue in fiscal year 2024. Revenue fell 37% from the prior year — a significant decline worth monitoring. Net assets of $9.7M represent 95 months of operating reserves.

Mission

VIA COGNITIVE HEALTH'S MISSION IS TO PROVIDE LIFE-CHANGING PROGRAMS WITH A DIGNIFIED APPROACH FOCUSED ON LIVING WITH ALZHEIMER'S OR A RELATED DEMENTIA.

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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 $992,417

Program Service Revenue $208,611

Investment Income $22,539

Other Revenue $0

TOTAL REVENUE $1,223,567

Expense Breakdown

Grants Paid $0

Salaries & Benefits $632,516

Fundraising Expenses $49,726

Program Expenses $1,091,466

Other Expenses $679,504

TOTAL EXPENSES $1,312,020

Year-over-Year Comparison

	2024	2023	Change
Revenue	$1,223,567	$1,934,033	-0.4%
Expenses	$1,312,020	$764,269	+0.7%
Net Income	$-88,453	$1,169,764	-1.1%

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

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

$112,159

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
CARTER MURPHY	2ND VICE PRESIDENT	1.00	Officer Director	$0	$0	$0
JANE BARTON	SECRETARY	1.00	Officer Director	$0	$0	$0
CAMMIE JONES	1ST VICE PRESIDENT	1.00	Officer Director	$0	$0	$0
BILL GIBBS	BOARD PRESIDENT	1.00	Officer Director	$0	$0	$0
BEN BRAXTON	TREASURER	1.00	Officer Director	$0	$0	$0
MIKE COSPER	BOARD OF DIRECTORS	0.50	Director	$0	$0	$0
CHARLES GOODMAN	BOARD OF DIRECTORS	0.50	Director	$0	$0	$0
SUZANNE FRANK	BOARD OF DIRECTORS	0.50	Director	$0	$0	$0
DOUG DUNCAN	BOARD OF DIRECTORS	0.50	Director	$0	$0	$0
MEG DUCKWORTH	BOARD OF DIRECTORS	0.50	Director	$0	$0	$0
MATHURIN DUCKWORTH	BOARD OF DIRECTORS	0.50	Director	$0	$0	$0
JAN WIGGINS	BOARD OF DIRECTORS	0.50	Director	$0	$0	$0
MARC WILSON III	BOARD OF DIRECTORS	0.50	Director	$0	$0	$0
FRED PALMER	BOARD OF DIRECTORS	0.50	Director	$0	$0	$0
JENNIFER TROTTER	BOARD OF DIRECTORS	0.50	Director	$0	$0	$0
BRIAN TAYLOR	BOARD OF DIRECTORS	0.50	Director	$0	$0	$0
REBECCA STERNER	BOARD OF DIRECTORS	0.50	Director	$0	$0	$0
BRIAN PRINCE	BOARD OF DIRECTORS	0.50	Director	$0	$0	$0
HEATH PERRY	BOARD OF DIRECTORS	0.50	Director	$0	$0	$0
ZACH KELEHEAR	BOARD OF DIRECTORS	0.50	Director	$0	$0	$0
PRIMROSE FISHER	BOARD OF DIRECTORS	0.50	Director	$0	$0	$0
LAURA STURTEVANT	BOARD OF DIRECTORS	0.50	Director	$0	$0	$0
KIRBY YAWN	BOARD OF DIRECTORS	0.50	Director	$0	$0	$0
DAN HOLLOWAY	BOARD OF DIRECTORS	0.50	Director	$0	$0	$0
ANDY HIGGINS	BOARD OF DIRECTORS	0.50	Director	$0	$0	$0
CHAD HARPLEY	BOARD OF DIRECTORS	0.50	Director	$0	$0	$0
NIDHI GULATI	BOARD OF DIRECTORS	0.50	Director	$0	$0	$0
KIM TROTTER	PAST PRESIDENT	0.50	Officer Director	$0	$0	$0
ALAN GRIFFIN	BOARD OF DIRECTORS	0.50	Director	$0	$0	$0
LINDSEY FOLLEY	BOARD OF DIRECTORS	0.50	Director	$0	$0	$0
DANIEL METZEL	BOARD OF DIRECTORS	0.50	Director	$0	$0	$0
WILL DYER	BOARD OF DIRECTORS	0.50	Director	$0	$0	$0
PERRIN ADAMS	BOARD OF DIRECTORS	0.50	Director	$0	$0	$0
GEORGIA PERROTTA	BOARD OF DIRECTORS	0.50	Director	$0	$0	$0
HOWELL THOMPSON	BOARD OF DIRECTORS	0.50	Director	$0	$0	$0
CHAD JORDAN	BOARD OF DIRECTORS	0.50	Director	$0	$0	$0
STEVE BAXTER	BOARD OF DIRECTORS	0.50	Director	$0	$0	$0
DAVID MCKNIGHT HEIGLE	BOARD OF DIRECTORS	0.50	Director	$0	$0	$0
JENNIFER PENNINGTON	EXECUTIVE DIRECTOR	40.00	Officer	$112,159	$0	$112,159

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
2025	$1,223,567	$1,312,020	$10,346,156	$-88,453
2024	$1,934,033	$764,269	$10,873,998	$1,169,764
2023	$2,267,298	$637,378	$8,914,267	$1,629,920
2022	$1,363,088	$510,853	$6,980,586	$852,235
2021	$2,833,297	$430,525	$6,242,271	$2,402,772
2020	$1,212,715	$624,977	$3,562,927	$587,738
2020	$1,212,715	$624,977	$3,562,927	$587,738
2019	$1,572,314	$559,546	$2,907,566	$1,012,768

VIA COGNITIVE HEALTH INC