Totals
- Total revenue
- $1,617,149
- Total expenses
- $1,364,944
- Contributions and grants received
- $8,661
- Grants paid
- $33,550
- Program service revenue
- $1,430,383
- Investment income
- $101,685
- Other revenue
- $76,420
- Total assets, end of year
- $2,999,123
- Total liabilities, end of year
- $4,268
- Net assets or fund balances, end of year
- $2,994,855
- Program services expenses (Part IX)
- $1,250,798
- Management and general expenses
- $114,146
- Fundraising expenses
- $0
- Program service expenses (Part III)
- $1,250,798
Program services were 91.6% 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
$8,661
-
2a · Program service revenue: ADVANCING PRACTICE
total $1,339,433 · related or exempt $1,339,433
-
2b · Program service revenue: ROYALTIES - ADVANCING SCIENCE
total $90,950 · related or exempt $90,950
-
3 · Investment income
total $61,269 · excluded $61,269
-
7a · Gross sales of assets other than inventory
securities $431,062
-
7b · Less cost or other basis and sales expenses
securities $390,646
-
7c · Gain or loss
securities $40,416
-
7d · Net gain or loss
total $40,416 · excluded $40,416
-
11a · Other revenue: SUBSTANTIATION ADJUSTMENT
total $76,420 · related or exempt $76,420
-
11e · Other revenue, total
$76,420
Functional expenses
Part IX, the statement of functional expenses.
-
1 · Grants to domestic organizations and governments
total $33,550 · program services $33,550
-
5 · Compensation of officers, directors and key employees
total $410,034 · program services $410,034
-
7 · Other salaries and wages
total $293,880 · program services $293,880
-
8 · Pension plan contributions
total $18,411 · program services $18,411
-
9 · Other employee benefits
total $24,820 · program services $24,820
-
10 · Payroll taxes
total $58,734 · program services $58,734
-
11b · Fees: legal
total $10,739 · program services $10,739
-
11c · Fees: accounting
total $13,915 · management and general $13,915
-
11f · Fees: investment management
total $11,819 · management and general $11,819
-
12 · Advertising and promotion
total $263,852 · program services $263,852
-
13 · Office expenses
total $25,868 · program services $17,517 · management and general $8,351
-
14 · Information technology
total $47,680 · program services $47,680
-
17 · Travel
total $220 · program services $220
-
22 · Depreciation, depletion and amortization
total $1,666 · program services $1,666
-
23 · Insurance
total $12,262 · management and general $12,262
-
24a · Other expenses: EMPLOYMENT PLACEMENT FEE
total $67,799 · management and general $67,799
-
24b · Other expenses: BANK/ CREDIT CARD FEES
total $42,417 · program services $42,417
-
24c · Other expenses: RESEARCH
total $9,230 · program services $9,230
-
24d · Other expenses: ROYALTY EXPENSE
total $8,219 · program services $8,219
-
24e · All other expenses
total $9,829 · program services $9,829
Balance sheet
Part X, book values.
-
1 · Cash, non-interest-bearing
beginning of year $481,411 · end of year $607,945
-
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 $2,258,652 · end of year $2,389,510
-
12 · Investments: other securities
beginning of year $1 · end of year $1
-
14 · Intangible assets
beginning of year $3,333 · end of year $1,667
-
25 · Other liabilities
beginning of year $747 · end of year $4,268
-
31 · Retained earnings, endowment or other funds
beginning of year $2,742,650 · end of year $2,994,855
Mission and programs · 2022
Mission
MISSION: TO ADVANCE THE SCIENCE AND PRACTICE OF CHARACTER STRENGTHS. THIS INCLUDES DEVELOPING AND DISTRIBUTING SCIENTIFICALLY-BASED PROGRAMS AND CURRICULUM THAT PROMOTE THE EXPRESSION OF BEHAVIORS WHICH REFLECT THE HIGHEST HUMAN VALUES AND POTENTIAL
-
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 DEVELOP CHARACTER STRENGTHS BASED PRODUCTS. WE EARN REVENUE FROM LICENSING OUR INTELLECTUAL PROPERTY (BRAND, SURVEY), EXAMPLES INCLUDE HAPPIFY, MAYERSON ACADEMY 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
Expenses $1,199,799 · Revenue $1,339,433
-
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 $50,999 · Grants $33,550 · Revenue $90,950
As filed on the 2022 return. The filer continues this part on Schedule O, which is not shown here.
Listed in Part VII
-
Neal H Mayerson PhDNEAL H MAYERSON PHD
BOARD CHAIRM
- Total calculated
- $108,063
- From this org
- $0
- From related orgs
- $108,063
- Other
- $0
- Hours/week
- 5 + 35 related
-
Donna Mayerson PhDDONNA MAYERSON PHD
BOARD MEMBER
- Total calculated
- $0
- Hours/week
- 0.5
-
Breta C CooperBRETA C COOPER
BUSINESS MAN
- Total calculated
- $131,768
- From this org
- $131,768
- From related orgs
- $0
- Other
- $0
- Hours/week
- 40
Schedule J breakdown matched by us
- Base
- $131,768
- Bonus
- not reported
- Other
- not reported
- Deferred
- not reported
- Nontaxable benefits
- not reported
- Filer's total
- $131,768
-
Ryan NiemiecRYAN NIEMIEC
EDUCATION DI
- Total calculated
- $121,184
- From this org
- $121,184
- From related orgs
- $0
- Other
- $0
- Hours/week
- 40
-
Sean SlovenskiSEAN SLOVENSKI
BOARD MEMBER
- Total calculated
- $0
- Hours/week
- 0.5
-
Jay SharpJAY SHARP
BOARD MEMBER
- Total calculated
- $0
- Hours/week
- 0.5
-
Joseph TilleyJOSEPH TILLEY
SYSTEM ADMIN
- Total calculated
- $146,984
- From this org
- $146,984
- From related orgs
- $0
- Other
- $0
- Hours/week
- 40
-
Tom SlyTOM SLY
BOARD MEMBER
- Total calculated
- $0
- Hours/week
- 0.5
-
Jeffrey Levy MDJEFFREY LEVY MD
CHIEF EXECUT
- Total calculated
- $131,282
- From this org
- $131,282
- From related orgs
- $0
- Other
- $0
- Hours/week
- 40
-
Jan-Michele KearneyJAN-MICHELE KEARNEY
BOARD MEMBER
- Total calculated
- $0
- Hours/week
- 0.5
-
Sundeep BhanSUNDEEP BHAN
BOARD MEMBER
- Total calculated
- $0
- Hours/week
- 0.5
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
-
$33,550
ADVANCING SCIENCE
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.
-
THE MANUEL D & RHODA MAYERSON FDN
501C 3 · CHARITABLE · OH
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
- 2022
- Filed
- 12 July 2023
- IRS schema version
- 2022v5.0
- Source object
- 202311939349301111
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