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Nonprofiteer
← VIA INSTITUTE ON CHARACTER

Form 990 for tax year 2023

Filed by VIA INSTITUTE ON CHARACTER.

Totals

Total revenue
$1,878,345
Total expenses
$2,239,407
Contributions and grants received
$71,006
Grants paid
$126,600
Program service revenue
$1,580,357
Investment income
$161,552
Other revenue
$65,430
Total assets, end of year
$5,338,278
Total liabilities, end of year
$18,099
Net assets or fund balances, end of year
$5,320,179
Program services expenses (Part IX)
$1,609,680
Management and general expenses
$508,175
Fundraising expenses
$121,552
Program service expenses (Part III)
$1,609,680

Program services were 71.9% of total expenses calculated — Part IX's program-services column over total expenses, both as filed.

Line items

Every line the filer filed in Parts VIII, IX and X, as filed and in filed order. Blank columns are left out, and the lines are not forced to add up to the totals above.

Revenue

Part VIII, the statement of revenue.

  • 1f · All other contributions, gifts and grants

    $71,006

  • 2a · Program service revenue: ADVANCING PRACTICE

    total $1,485,123 · related or exempt $1,485,123

  • 2b · Program service revenue: ROYALTIES - ADVANCING SCIENCE

    total $95,234 · related or exempt $95,234

  • 3 · Investment income

    total $119,354 · excluded $119,354

  • 7a · Gross sales of assets other than inventory

    securities $436,095

  • 7b · Less cost or other basis and sales expenses

    securities $393,897

  • 7c · Gain or loss

    securities $42,198

  • 7d · Net gain or loss

    total $42,198 · excluded $42,198

  • 11a · Other revenue: SUBSTANTIATION ADJUSTMENT

    total $65,430 · related or exempt $65,430

  • 11e · Other revenue, total

    $65,430

Functional expenses

Part IX, the statement of functional expenses.

  • 1 · Grants to domestic organizations and governments

    total $75,000 · program services $75,000

  • 2 · Grants to domestic individuals

    total $51,600 · program services $51,600

  • 5 · Compensation of officers, directors and key employees

    total $667,163 · program services $310,115 · management and general $270,193 · fundraising $86,855

  • 7 · Other salaries and wages

    total $513,277 · program services $423,135 · management and general $75,718 · fundraising $14,424

  • 8 · Pension plan contributions

    total $12,457 · program services $7,738 · management and general $3,650 · fundraising $1,069

  • 9 · Other employee benefits

    total $56,516 · program services $35,108 · management and general $16,559 · fundraising $4,849

  • 10 · Payroll taxes

    total $96,884 · program services $60,184 · management and general $28,387 · fundraising $8,313

  • 11b · Fees: legal

    total $21,851 · program services $21,851

  • 11c · Fees: accounting

    total $51,740 · management and general $51,740

  • 11f · Fees: investment management

    total $11,643 · management and general $11,643

  • 12 · Advertising and promotion

    total $181,397 · program services $181,397

  • 13 · Office expenses

    total $77,664 · program services $49,532 · management and general $28,132

  • 14 · Information technology

    total $65,432 · program services $65,432

  • 17 · Travel

    total $30,210 · program services $6,042 · management and general $18,126 · fundraising $6,042

  • 19 · Conferences, conventions and meetings

    total $3,542 · program services $3,542

  • 20 · Interest

    total $182 · management and general $182

  • 22 · Depreciation, depletion and amortization

    total $1,667 · program services $1,667

  • 23 · Insurance

    total -$5,275 · management and general -$5,275

  • 24a · Other expenses: CONSULTING

    total $102,760 · program services $102,760

  • 24b · Other expenses: WEBSITE FEES

    total $91,794 · program services $91,794

  • 24c · Other expenses: RESEARCH

    total $66,591 · program services $66,591

  • 24d · Other expenses: BANK/ CREDIT CARD FEES

    total $45,214 · program services $45,214

  • 24e · All other expenses

    total $20,098 · program services $10,978 · management and general $9,120

Balance sheet

Part X, book values.

  • 1 · Cash, non-interest-bearing

    beginning of year $607,945 · end of year $1,922,725

  • 10a · Land, buildings and equipment: cost or other basis

    $789

  • 10b · Land, buildings and equipment: accumulated depreciation

    $789

  • 11 · Investments: publicly traded securities

    beginning of year $2,389,510 · end of year $3,415,552

  • 12 · Investments: other securities

    beginning of year $1 · end of year $1

  • 14 · Intangible assets

    beginning of year $1,667

  • 25 · Other liabilities

    beginning of year $4,268 · end of year $18,099

  • 27 · Net assets without donor restrictions

    beginning of year $2,994,855 · end of year $5,260,179

  • 28 · Net assets with donor restrictions

    end of year $60,000

Mission and programs · 2023

Mission

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

  • 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.

    Expenses $1,413,064 · Revenue $1,485,123

  • 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.

    Expenses $196,616 · Grants $126,600 · Revenue $95,234

As filed on the 2023 return. The filer continues this part on Schedule O, which is not shown here.

Listed in Part VII

  • Neal H Mayerson PhD

    BOARD CHAIRM

    Total calculated
    $112,334
    From this org
    $0
    From related orgs
    $112,334
    Other
    $0
    Hours/week
    10 + 30 related

  • Donna Mayerson PhD

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    0.5

  • Ryan Niemiec

    CHIEF SCIENC

    Total calculated
    $124,251
    From this org
    $124,251
    From related orgs
    $0
    Other
    $0
    Hours/week
    40

  • Sean Slovenski

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    0.5

  • Jay Sharp

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    0.5

  • Joseph Tilley

    SOFTWARE ENG

    Total calculated
    $148,987
    From this org
    $148,987
    From related orgs
    $0
    Other
    $0
    Hours/week
    40

  • Tom Sly

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    0.5

  • Jeffrey Levy MD

    CHIEF EXECUT

    Total calculated
    $325,634
    From this org
    $325,634
    From related orgs
    $0
    Other
    $0
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $325,634
    Bonus
    not reported
    Other
    not reported
    Deferred
    not reported
    Nontaxable benefits
    not reported
    Filer's total
    $325,634

  • Jan-Michele Kearney

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    0.5

  • Sundeep Bhan

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    0.5

  • Kellie Cummings

    VP OF MARKET

    Total calculated
    $120,981
    From this org
    $120,981
    From related orgs
    $0
    Other
    $0
    Hours/week
    40

  • Jillian Coppley

    PRESIDENT

    Total calculated
    $96,299
    From this org
    $96,299
    From related orgs
    $0
    Other
    $0
    Hours/week
    40

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.

Schedule J

Answered yes

  • 3 · Independent compensation consultant
  • 3 · Written employment contract
  • 3 · Compensation survey or study
  • 3 · Approval by the board or compensation committee

Answered no

  • 4a · Severance or change-of-control payment
  • 4b · Supplemental nonqualified retirement plan
  • 4c · Equity-based compensation arrangement
  • 5a · Pay contingent on this organization's revenues
  • 5b · Pay contingent on a related organization's revenues
  • 6a · Pay contingent on this organization's net earnings
  • 6b · Pay contingent on a related organization's net earnings
  • 7 · Other non-fixed payments
  • 8 · Paid under the initial-contract exception

Part I's answers as filed. A line not listed was left unanswered; on lines 1a and 3 that means the box was not checked.

Grants on this return

Related organizations on this return

Schedule R Part II: tax-exempt organizations related to the filer by control. It does not record shared board members or money.

Taxable family on this return

Schedule R Parts I, III and IV, as filed. These record ownership and control, not shared board members or money moved.

Related partnerships

Part III: related organizations taxable as a partnership, with the filer's share.

  • 312 WALNUT LIMITED PARTNERSHIP

    RENTAL REA · OH

Related corporations and trusts

Part IV: related organizations taxable as a corporation or trust.

  • THE MAYERSON COMPANY

    REAL ESTAT · OH

  • CHARACTER STRENGTHS CORP

    C CORP · LICENSING · OH

    Directly controlled by VIA INST

Provenance

Return type
form_990
Tax year
2023
Filed
13 May 2024
IRS schema version
2023v5.0
Source object
202411859349301116

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