THE COOPER INSTITUTE: Form 990, tax year 2013
View the entire original 990 at ProPublica ↗
- Organization
- THE COOPER INSTITUTE (EIN 23-7075529)
- Tax period
- 2013-07-01 to 2014-06-30
- Filed
- 2015-05-14
- IRS object ID
- 201531349349306138
- Schema version
- 2013v4.0
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
- Return header
- Form 990
- Schedule A
- Schedule B
- Schedule D
- Schedule F
- Schedule G
- Schedule I
- Schedule J
- Schedule L
- Schedule O
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2015-05-14T14:23:19-05:00 | ReturnTs |
| Tax Period End | 2014-06-30 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | LANE GORMAN TRUBITT PLLC | BusinessNameLine1 |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2626 HOWELL STREET SUITE 700 | AddressLine1 |
| City | DALLAS | City |
| State | TX | State |
| ZIP Code | 752044064 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnTypeCd |
| Tax Period Begin | 2013-07-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 237075529 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE COOPER INSTITUTE | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| In Care Of | % MARK DONOVAN | InCareOfNm |
| Business Name Control | COOP | BusinessNameControlTxt |
| Phone | 9723413200 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 12330 PRESTON ROAD | AddressLine1 |
| Address Line2 | Suite | AddressLine2 |
| City | DALLAS | City |
| State | TX | State |
| ZIP Code | 752302237 | ZIPCode |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | GARRY HODGES | PersonNm |
| Person Title | DIRECTOR OF ACCOUNTING | PersonTitleTxt |
| Phone | 9723413200 | PhoneNum |
| Signature | 2015-05-15 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | Mark A Opdahl | PreparerPersonNm |
| PTIN | P01283593 | PTIN |
| Phone | 9723413200 | PhoneNum |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2013 | TaxYr |
| Build TS | 2016-02-25 16:41:14Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Principal Officer | LAURA F DEFINA | PrincipalOfficerNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 12330 PRESTON ROAD | AddressLine1 |
| City | DALLAS | City |
| State | TX | State |
| ZIP Code | 752302237 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | $10,477,863 | GrossReceiptsAmt |
| Group Return For Affiliates | false | GroupReturnForAffiliatesInd |
| Organization501c3 | Yes (X) | Organization501c3Ind |
| Website Address | WWW.COOPERINSTITUTE.ORG | WebsiteAddressTxt |
| Type Of Organization Corp | Yes (X) | TypeOfOrganizationCorpInd |
| Formation | 1970 | FormationYr |
| Legal Domicile State | TX | LegalDomicileStateCd |
| Activity Or Mission | SEE PART III. | ActivityOrMissionDesc |
| Voting Members Governing Body | 22 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 22 | VotingMembersIndependentCnt |
| Total Employee | 59 | TotalEmployeeCnt |
| Total Volunteers | 25 | TotalVolunteersCnt |
| Total Gross UBI | $0 | TotalGrossUBIAmt |
| PY Contributions Grants | $3,390,971 | PYContributionsGrantsAmt |
| CY Contributions Grants | $3,373,006 | CYContributionsGrantsAmt |
| PY Program Service Revenue | $4,123,437 | PYProgramServiceRevenueAmt |
| CY Program Service Revenue | $5,478,754 | CYProgramServiceRevenueAmt |
| PY Investment Income | $1,658,770 | PYInvestmentIncomeAmt |
| CY Investment Income | $1,182,934 | CYInvestmentIncomeAmt |
| PY Other Revenue | -$31,237 | PYOtherRevenueAmt |
| CY Other Revenue | -$9,386 | CYOtherRevenueAmt |
| PY Total Revenue | $9,141,941 | PYTotalRevenueAmt |
| CY Total Revenue | $10,025,308 | CYTotalRevenueAmt |
| PY Grants And Similar Paid | $155,856 | PYGrantsAndSimilarPaidAmt |
| CY Grants And Similar Paid | $152,720 | CYGrantsAndSimilarPaidAmt |
| PY Benefits Paid To Members | $0 | PYBenefitsPaidToMembersAmt |
| CY Benefits Paid To Members | $0 | CYBenefitsPaidToMembersAmt |
| PY Salaries Comp Emp Bnft Paid | $4,300,835 | PYSalariesCompEmpBnftPaidAmt |
| CY Salaries Comp Emp Bnft Paid | $5,227,422 | CYSalariesCompEmpBnftPaidAmt |
| PY Total Prof Fndrsng Expns | $0 | PYTotalProfFndrsngExpnsAmt |
| CY Total Prof Fndrsng Expns | $0 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $197,965 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $2,995,930 | PYOtherExpensesAmt |
| CY Other Expenses | $3,533,112 | CYOtherExpensesAmt |
| PY Total Expenses | $7,452,621 | PYTotalExpensesAmt |
| CY Total Expenses | $8,913,254 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | $1,689,320 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | $1,112,054 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $23,225,810 | TotalAssetsBOYAmt |
| Total Assets EOY | $26,076,111 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $1,145,829 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $1,849,877 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | $22,079,981 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $24,226,234 | NetAssetsOrFundBalancesEOYAmt |
| Mission | THE COOPER INSTITUTE IS DEDICATED TO SCIENTIFIC RESEARCH IN THE FIELD OF PREVENTIVE MEDICINE AND PUBLIC HEALTH AND COMMUNICATING THE RESULTS OF RESEARCH TO THE SCIENTIFIC AND MEDICAL COMMUNITIES AS WELL AS TO THE GENERAL PUBLIC. | MissionDesc |
| Significant New Program Srvc | false | SignificantNewProgramSrvcInd |
| Significant Change | false | SignificantChangeInd |
| Expense | $1,427,955 | ExpenseAmt |
| Revenue | $51,837 | RevenueAmt |
| Desc | RESEARCH ACTIVITIES - EPIDEMIOLOGY & CLINICAL APPLICATIONS | Desc |
Prog Srvc Accom Acty2 ProgSrvcAccomActy2Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $1,875,462 | ExpenseAmt |
| Revenue | $1,264,951 | RevenueAmt |
| Desc | CONTINUING EDUCATION - DISSEMINATION OF PHYSICAL FITNESS AND HEALTH PROMOTION CONCEPTS AND THEIR PRACTICAL APPLICATIONS | Desc |
Prog Srvc Accom Acty3 ProgSrvcAccomActy3Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $3,004,437 | ExpenseAmt |
| Revenue | $4,161,966 | RevenueAmt |
| Desc | Youth Fitness Education - Promotion and Dissemination of physical activity and nutrition concepts for childhood and adolescent health. | Desc |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Expenses | $6,307,854 | TotalProgramServiceExpensesAmt |
| Described In Section501c3 | Yes (true) | DescribedInSection501c3Ind |
| Schedule B Required | Yes (true) | ScheduleBRequiredInd |
| Political Campaign Acty | false | PoliticalCampaignActyInd |
| Lobbying Activities | false | LobbyingActivitiesInd |
| Subject To Proxy Tax | false | SubjectToProxyTaxInd |
| Donor Advised Fund | false | DonorAdvisedFundInd |
| Conservation Easements | false | ConservationEasementsInd |
| Collections Of Art | false | CollectionsOfArtInd |
| Credit Counseling | false | CreditCounselingInd |
| Temp Or Permanent Endowments | Yes (true) | TempOrPermanentEndowmentsInd |
| Report Land Building Equipment | Yes (true) | ReportLandBuildingEquipmentInd |
| Report Investments Other Sec | Yes (true) | ReportInvestmentsOtherSecInd |
| Report Program Related Invst | false | ReportProgramRelatedInvstInd |
| Report Other Assets | false | ReportOtherAssetsInd |
| Report Other Liabilities | Yes (true) | ReportOtherLiabilitiesInd |
| Include FIN48 Footnote | Yes (true) | IncludeFIN48FootnoteInd |
| Independent Audit Fincl Stmt | Yes (true) | IndependentAuditFinclStmtInd |
| Consolidated Audit Fincl Stmt | false | ConsolidatedAuditFinclStmtInd |
| School Operating | false | SchoolOperatingInd |
| Foreign Office | false | ForeignOfficeInd |
| Foreign Activities | Yes (true) | ForeignActivitiesInd |
| More Than5000 K To Org | false | MoreThan5000KToOrgInd |
| More Than5000 K To Individuals | false | MoreThan5000KToIndividualsInd |
| Professional Fundraising | false | ProfessionalFundraisingInd |
| Fundraising Activities | Yes (true) | FundraisingActivitiesInd |
| Gaming Activities | false | GamingActivitiesInd |
| Operate Hospital | false | OperateHospitalInd |
| Grants To Organizations | Yes (true) | GrantsToOrganizationsInd |
| Grants To Individuals | false | GrantsToIndividualsInd |
| Schedule J Required | Yes (true) | ScheduleJRequiredInd |
| Tax Exempt Bonds | false | TaxExemptBondsInd |
| Engaged In Excess Benefit Trans | false | EngagedInExcessBenefitTransInd |
| PY Excess Benefit Trans | false | PYExcessBenefitTransInd |
| Loan Outstanding | false | LoanOutstandingInd |
| Grant To Related Person | false | GrantToRelatedPersonInd |
| Business Rln With Org Mem | false | BusinessRlnWithOrgMemInd |
| Business Rln With Fam Mem | false | BusinessRlnWithFamMemInd |
| Business Rln With Officer Ent | Yes (true) | BusinessRlnWithOfficerEntInd |
| Deductible Non Cash Contri | false | DeductibleNonCashContriInd |
| Deductible Art Contribution | false | DeductibleArtContributionInd |
| Terminate Operations | false | TerminateOperationsInd |
| Partial Liquidation | false | PartialLiquidationInd |
| Disregarded Entity | false | DisregardedEntityInd |
| Related Entity | false | RelatedEntityInd |
| Related Organization Ctrl Ent | false | RelatedOrganizationCtrlEntInd |
| Trnsfr Exmpt Non Chrtbl Rltd Org | false | TrnsfrExmptNonChrtblRltdOrgInd |
| Activities Conducted Prtshp | false | ActivitiesConductedPrtshpInd |
| Schedule O Required | Yes (true) | ScheduleORequiredInd |
| IRP Document | 57 | IRPDocumentCnt |
| IRP Document W2 G | 0 | IRPDocumentW2GCnt |
| Backup Wthld Compliance | Yes (true) | BackupWthldComplianceInd |
| Employee | 59 | EmployeeCnt |
| Employment Tax Returns Filed | Yes (true) | EmploymentTaxReturnsFiledInd |
| Unrelated Bus Incm Over Limit | false | UnrelatedBusIncmOverLimitInd |
| Foreign Financial Account | false | ForeignFinancialAccountInd |
| Prohibited Tax Shelter Trans | false | ProhibitedTaxShelterTransInd |
| Taxable Party Notification | false | TaxablePartyNotificationInd |
| Nondeductible Contributions | false | NondeductibleContributionsInd |
| Quid Pro Quo Contributions | Yes (true) | QuidProQuoContributionsInd |
| Quid Pro Quo Contri Discl | Yes (true) | QuidProQuoContriDisclInd |
| Form8282 Property Disposed Of | false | Form8282PropertyDisposedOfInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | false | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | false | PayPremiumsPrsnlBnftCntrctInd |
| Excess Business Holdings | false | ExcessBusinessHoldingsInd |
| Taxable Distributions | false | TaxableDistributionsInd |
| Distribution To Donor | false | DistributionToDonorInd |
| Indoor Tanning Services | false | IndoorTanningServicesInd |
| Info In Schedule O Part VI | Yes (X) | InfoInScheduleOPartVIInd |
| Governing Body Voting Members | 22 | GoverningBodyVotingMembersCnt |
| Independent Voting Member | 22 | IndependentVotingMemberCnt |
| Family Or Business Rln | Yes (true) | FamilyOrBusinessRlnInd |
| Delegation Of Mgmt Duties | false | DelegationOfMgmtDutiesInd |
| Change To Org Documents | false | ChangeToOrgDocumentsInd |
| Material Diversion Or Misuse | false | MaterialDiversionOrMisuseInd |
| Members Or Stockholders | false | MembersOrStockholdersInd |
| Election Of Board Members | false | ElectionOfBoardMembersInd |
| Decisions Subject To Approva | false | DecisionsSubjectToApprovaInd |
| Minutes Of Governing Body | Yes (true) | MinutesOfGoverningBodyInd |
| Minutes Of Committees | Yes (true) | MinutesOfCommitteesInd |
| Officer Mailing Address | false | OfficerMailingAddressInd |
| Local Chapters | false | LocalChaptersInd |
| Form990 Provided To Gvrn Body | false | Form990ProvidedToGvrnBodyInd |
| Conflict Of Interest Policy | Yes (true) | ConflictOfInterestPolicyInd |
| Annual Disclosure Covered Prsn | Yes (true) | AnnualDisclosureCoveredPrsnInd |
| Regular Monitoring Enfrc | Yes (true) | RegularMonitoringEnfrcInd |
| Whistleblower Policy | Yes (true) | WhistleblowerPolicyInd |
| Document Retention Policy | Yes (true) | DocumentRetentionPolicyInd |
| Compensation Process CEO | Yes (true) | CompensationProcessCEOInd |
| Compensation Process Other | Yes (true) | CompensationProcessOtherInd |
| Investment In Joint Venture | false | InvestmentInJointVentureInd |
| Upon Request | Yes (X) | UponRequestInd |
Books In Care Of Detail BooksInCareOfDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | MARK DONOVAN | PersonNm |
| Phone | 9723413200 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 12330 PRESTON ROAD | AddressLine1 |
| City | DALLAS | City |
| State | TX | State |
| ZIP Code | 752302237 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part VII | Yes (X) | InfoInScheduleOPartVIIInd |
Form990 Part VII Section A Form990PartVIISectionAGrp (33 entries)
| TitleTitleTxt | Average Hours Per WeekAverageHoursPerWeekRt | Individual Trustee Or DirectorIndividualTrusteeOrDirectorInd | OfficerOfficerInd | Reportable Comp From OrgReportableCompFromOrgAmt | Other CompensationOtherCompensationAmt | Reportable Comp From Rltd OrgReportableCompFromRltdOrgAmt | Highest Compensated EmployeeHighestCompensatedEmployeeInd |
|---|---|---|---|---|---|---|---|
| TED MITCHELL | |||||||
| CHAIRMAN | 2.0 | Yes (X) | Yes (X) | $0 | $0 | ||
| NEIL O'BRIEN | |||||||
| SECRETARY | 2.0 | Yes (X) | Yes (X) | $1,694 | $0 | ||
| ARTHUR BLANK | |||||||
| TRUSTEE | 1.0 | Yes (X) | $0 | $0 | |||
| LESTER M ALBERTHAL JR | |||||||
| TRUSTEE | 1.0 | Yes (X) | $1,822 | $0 | |||
| ELMER DOTY | |||||||
| TRUSTEE | 1.0 | Yes (X) | $1,091 | $0 | |||
| DAVID GLASS | |||||||
| TRUSTEE | 1.0 | Yes (X) | $1,735 | $0 | |||
| JAMES KEYES | |||||||
| TRUSTEE | 1.0 | Yes (X) | $3,131 | $0 | |||
| RAY HUNT | |||||||
| TRUSTEE | 1.0 | Yes (X) | $4,582 | $0 | |||
| JEANNE PHILLIPS | |||||||
| TRUSTEE | 1.0 | Yes (X) | $0 | $0 | |||
| ROGER STAUBACH | |||||||
| TRUSTEE | 1.0 | Yes (X) | $0 | $0 | |||
| DRAYTON MCLANE JR | |||||||
| TRUSTEE | 1.0 | Yes (X) | $1,566 | $0 | |||
| NINA RADFORD MD | |||||||
| TRUSTEE | 1.0 | Yes (X) | $0 | $0 | |||
| ROBERT PALMER | |||||||
| TRUSTEE | 1.0 | Yes (X) | $0 | $0 | |||
| EDUARDO SANCHEZ MD | |||||||
| TRUSTEE | 1.0 | Yes (X) | $0 | $0 | |||
| SUSAN DELL | |||||||
| TRUSTEE | 1.0 | Yes (X) | $0 | $0 | |||
| JOSEPH GOLDSTEIN MD | |||||||
| TRUSTEE | 1.0 | Yes (X) | $0 | $0 | |||
| MIKE HUCKABEE | |||||||
| TRUSTEE | 1.0 | Yes (X) | $0 | $0 | |||
| STEVE REINEMUND | |||||||
| TRUSTEE | 1.0 | Yes (X) | $1,703 | $0 | |||
| LOUIS SULLIVAN MD | |||||||
| TRUSTEE | 1.0 | Yes (X) | $0 | $0 | |||
| CHARLES ANDERSON | |||||||
| VICE-CHAIRMAN | 1.0 | Yes (X) | Yes (X) | $1,383 | $0 | ||
| BRIAN CASEY | |||||||
| TRUSTEE | 1.0 | Yes (X) | $1,955 | $0 | |||
| KENNETH H COOPER MD | |||||||
| CHAIRMAN EMERITUS | 2.0 | Yes (X) | Yes (X) | $0 | $0 | ||
| LAURA F DEFINA | |||||||
| CEO (JUNE 2014 TO PRESENT) | 40.0 | Yes (X) | $231,550 | $34,374 | $0 | ||
| SUSAN CAMPBELL PRESIDENT | |||||||
| CHIEF MISSION OFFICER | 40.0 | Yes (X) | $181,575 | $21,389 | $0 | ||
| JOHN HARPER | |||||||
| CFO (THROUGH NOV. 2013) | 20.0 | Yes (X) | $94,467 | $2,437 | |||
| LARRY GIBBONS | |||||||
| CHIEF SCIENCE OFFICER | 40.0 | Yes (X) | $65,729 | $5,279 | |||
| MELBA MORROW | |||||||
| VP RESEARCH | 40.0 | Yes (X) | $76,332 | $9,888 | |||
| CONNIE TYNE | |||||||
| VP OF EXTERNAL AFFAIRS | 40.0 | Yes (X) | $109,048 | $16,761 | |||
| BLAINE NELSON | |||||||
| CEO (SEPT. 2013 - APRIL 2014) | 40.0 | Yes (X) | $190,666 | $1,688 | $0 | ||
| BEN WILLIS | |||||||
| EPIDEMIOLOGIST | 40.0 | $109,166 | $15,474 | Yes (X) | |||
| SUE BECKHAM | |||||||
| DIRECTOR OF ADULT EDUCATION | 40.0 | $100,170 | $14,565 | Yes (X) | |||
| DON DISNEY | |||||||
| DIRECTOR OF YOUTH EDUCATION | 40.0 | $102,900 | $17,611 | Yes (X) | |||
| JULIE STEFKO | |||||||
| ASSOC. DIRECTOR-YOUTH FITNESS | 40.0 | $130,954 | $5,182 | Yes (X) | |||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | $1,413,219 | TotalReportableCompFromOrgAmt |
| Tot Reportable Comp Rltd Org | $0 | TotReportableCompRltdOrgAmt |
| Total Other Compensation | $144,648 | TotalOtherCompensationAmt |
| Indiv Rcvd Greater Than100 K | 8 | IndivRcvdGreaterThan100KCnt |
| Former Ofcr Employees Listed | false | FormerOfcrEmployeesListedInd |
| Total Comp Greater Than150 K | Yes (true) | TotalCompGreaterThan150KInd |
| Compensation From Other Srcs | false | CompensationFromOtherSrcsInd |
Contractor Compensation ContractorCompensationGrp (5 entries)
| Address Line1ContractorAddress/USAddress/AddressLine1 | CityContractorAddress/USAddress/City | StateContractorAddress/USAddress/State | ZIP CodeContractorAddress/USAddress/ZIPCode | ServicesServicesDesc | CompensationCompensationAmt | Address Line1ContractorAddress/ForeignAddress/AddressLine1 | CountryContractorAddress/ForeignAddress/Country | Postal CodeContractorAddress/ForeignAddress/PostalCode |
|---|---|---|---|---|---|---|---|---|
| IOWA STATE UNIVERISTY | ||||||||
| 3609 ADMINISTRATIVE SVC BLDG | AMES | IA | 500113609 | EVALUATIONS/ METRICS | $232,572 | |||
| DELL MARKETING | ||||||||
| PO BOX 676021 | DALLAS | TX | 752676021 | TECHNOLOGY SUPPORT | $176,033 | |||
| MET-INFO LTD | ||||||||
| SOFTWARE PROGRAMMING | $159,600 | ALMOS VEZER PARK 27 | HU | 1141 | ||||
| HUMAN KINETICS | ||||||||
| PO BOX 5076 | CHAMPAIGN | IL | 61825 | SOFTWARE PROGRAMMING | $139,696 | |||
| KORN FERRY INTERNATIONAL | ||||||||
| PO BOX 1450 | MINNEAPOLIS | MN | 55485 | EXECUTIVE RECRUITING | $218,000 | |||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cntrct Rcvd Greater Than100 K | 5 | CntrctRcvdGreaterThan100KCnt |
| Info In Schedule O Part VIII | Yes (X) | InfoInScheduleOPartVIIIInd |
| Fundraising | $593,765 | FundraisingAmt |
| Government Grants | $191,546 | GovernmentGrantsAmt |
| All Other Contributions | $2,587,695 | AllOtherContributionsAmt |
| Noncash Contributions | $2,000 | NoncashContributionsAmt |
| Total Contributions | $3,373,006 | TotalContributionsAmt |
Program Service Revenue ProgramServiceRevenueGrp (3 entries)
| DescDesc | BusinessBusinessCd | Total Revenue ColumnTotalRevenueColumnAmt | Related Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmt |
|---|---|---|---|
| CONTINUING EDUCATION & CERTIFICATION | 611430 | $1,264,951 | $1,264,951 |
| EPIDEMIOLOGY & CLINICAL APPLICATION | 541700 | $51,837 | $51,837 |
| YOUTH FITNESS EDUCATION | 611710 | $4,161,966 | $4,161,966 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | $5,478,754 | TotalProgramServiceRevenueAmt |
Investment Income InvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $524,058 | TotalRevenueColumnAmt |
| Exclusion | $524,058 | ExclusionAmt |
Incm From Invest Bond Proceeds IncmFromInvestBondProceedsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $0 | TotalRevenueColumnAmt |
Royalties Revenue RoyaltiesRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $18,692 | TotalRevenueColumnAmt |
| Exclusion | $18,692 | ExclusionAmt |
Gross Rents GrossRentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | $260,319 | RealAmt |
Less Rental Expenses LessRentalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | $214,663 | RealAmt |
Rental Income Or Loss RentalIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | $45,656 | RealAmt |
| Personal | $0 | PersonalAmt |
Net Rental Income Or Loss NetRentalIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $45,656 | TotalRevenueColumnAmt |
| Exclusion | $45,656 | ExclusionAmt |
Gross Amount Sales Assets GrossAmountSalesAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $797,049 | SecuritiesAmt |
| Other | $0 | OtherAmt |
Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | -$91,970 | SecuritiesAmt |
| Other | $230,143 | OtherAmt |
Gain Or Loss GainOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $889,019 | SecuritiesAmt |
| Other | -$230,143 | OtherAmt |
Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $658,876 | TotalRevenueColumnAmt |
| Exclusion | $658,876 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Fundraising Gross Income | $25,685 | FundraisingGrossIncomeAmt |
| Contri Rpt Fundraising Event | $593,765 | ContriRptFundraisingEventAmt |
| Fundraising Direct Expenses | $99,719 | FundraisingDirectExpensesAmt |
Net Incm From Fundraising Evt NetIncmFromFundraisingEvtGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | -$74,034 | TotalRevenueColumnAmt |
| Exclusion | -$74,034 | ExclusionAmt |
Net Income From Gaming NetIncomeFromGamingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $0 | TotalRevenueColumnAmt |
Net Income Or Loss NetIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $0 | TotalRevenueColumnAmt |
Other Revenue Misc OtherRevenueMiscGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | OTHER SERVICE REVENUE | Desc |
| Business | 900099 | BusinessCd |
| Total Revenue Column | $300 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $300 | RelatedOrExemptFuncIncomeAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Revenue Total | $300 | OtherRevenueTotalAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $10,025,308 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $5,479,054 | RelatedOrExemptFuncIncomeAmt |
| Exclusion | $1,173,248 | ExclusionAmt |
Grants To Domestic Orgs GrantsToDomesticOrgsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $152,720 | TotalAmt |
| Program Services | $152,720 | ProgramServicesAmt |
Grants To Domestic Individuals GrantsToDomesticIndividualsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Foreign Grants ForeignGrantsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Benefits To Members BenefitsToMembersGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,557,104 | TotalAmt |
| Program Services | $418,422 | ProgramServicesAmt |
| Management And General | $989,319 | ManagementAndGeneralAmt |
| Fundraising | $149,363 | FundraisingAmt |
Comp Disqual Persons CompDisqualPersonsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Other Salaries And Wages OtherSalariesAndWagesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $2,855,390 | TotalAmt |
| Program Services | $2,314,626 | ProgramServicesAmt |
| Management And General | $529,651 | ManagementAndGeneralAmt |
| Fundraising | $11,113 | FundraisingAmt |
Pension Plan Contributions PensionPlanContributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $186,175 | TotalAmt |
| Program Services | $138,204 | ProgramServicesAmt |
| Management And General | $47,127 | ManagementAndGeneralAmt |
| Fundraising | $844 | FundraisingAmt |
Other Employee Benefits OtherEmployeeBenefitsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $331,137 | TotalAmt |
| Program Services | $254,061 | ProgramServicesAmt |
| Management And General | $74,584 | ManagementAndGeneralAmt |
| Fundraising | $2,492 | FundraisingAmt |
Payroll Taxes PayrollTaxesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $297,616 | TotalAmt |
| Program Services | $203,154 | ProgramServicesAmt |
| Management And General | $82,994 | ManagementAndGeneralAmt |
| Fundraising | $11,468 | FundraisingAmt |
Fees For Services Management FeesForServicesManagementGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Fees For Services Legal FeesForServicesLegalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $156,554 | TotalAmt |
| Program Services | $88,625 | ProgramServicesAmt |
| Management And General | $67,929 | ManagementAndGeneralAmt |
Fees For Services Accounting FeesForServicesAccountingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $50,650 | TotalAmt |
| Management And General | $50,650 | ManagementAndGeneralAmt |
Fees For Services Lobbying FeesForServicesLobbyingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Fees For Services Prof Fundraising FeesForServicesProfFundraising
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Fees For Srvc Invst Mgmnt Fees FeesForSrvcInvstMgmntFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $93,022 | TotalAmt |
| Management And General | $93,022 | ManagementAndGeneralAmt |
Fees For Services Other FeesForServicesOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $172,469 | TotalAmt |
| Program Services | $113,695 | ProgramServicesAmt |
| Management And General | $58,774 | ManagementAndGeneralAmt |
Advertising AdvertisingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $144,783 | TotalAmt |
| Program Services | $140,639 | ProgramServicesAmt |
| Management And General | $4,144 | ManagementAndGeneralAmt |
Office Expenses OfficeExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $307,086 | TotalAmt |
| Program Services | $224,509 | ProgramServicesAmt |
| Management And General | $82,110 | ManagementAndGeneralAmt |
| Fundraising | $467 | FundraisingAmt |
Information Technology InformationTechnologyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Royalties RoyaltiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Occupancy OccupancyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $121,446 | TotalAmt |
| Program Services | $109,940 | ProgramServicesAmt |
| Management And General | $8,798 | ManagementAndGeneralAmt |
| Fundraising | $2,708 | FundraisingAmt |
Travel TravelGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $134,203 | TotalAmt |
| Program Services | $132,289 | ProgramServicesAmt |
| Management And General | $1,914 | ManagementAndGeneralAmt |
Pymt Travel Entrtnmnt Pub Ofcl PymtTravelEntrtnmntPubOfclGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Conferences Meetings ConferencesMeetingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Interest InterestGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Payments To Affiliates PaymentsToAffiliatesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Depreciation Depletion DepreciationDepletionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $605,280 | TotalAmt |
| Program Services | $565,527 | ProgramServicesAmt |
| Management And General | $36,069 | ManagementAndGeneralAmt |
| Fundraising | $3,684 | FundraisingAmt |
Insurance InsuranceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $70,867 | TotalAmt |
| Program Services | $16,130 | ProgramServicesAmt |
| Management And General | $54,737 | ManagementAndGeneralAmt |
Other Expenses OtherExpensesGrp (4 entries)
| DescDesc | TotalTotalAmt | Program ServicesProgramServicesAmt | Management And GeneralManagementAndGeneralAmt | FundraisingFundraisingAmt |
|---|---|---|---|---|
| CONTRACT SERVICES | $1,281,704 | $1,166,657 | $115,047 | |
| EQUIPMENT-RENTAL AND REPAIRS | $257,340 | $174,442 | $76,605 | $6,293 |
| OTHER EXPENSES | $89,062 | $57,121 | $23,211 | $8,730 |
| STAFF EXPENSES | $48,646 | $37,093 | $10,750 | $803 |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $8,913,254 | TotalAmt |
| Program Services | $6,307,854 | ProgramServicesAmt |
| Management And General | $2,407,435 | ManagementAndGeneralAmt |
| Fundraising | $197,965 | FundraisingAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part X | Yes (X) | InfoInScheduleOPartXInd |
Cash Non Interest Bearing CashNonInterestBearingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $440,759 | BOYAmt |
| EOY | $401,453 | EOYAmt |
Savings And Temp Cash Invst SavingsAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Pledges And Grants Receivable PledgesAndGrantsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Accounts Receivable AccountsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $673,800 | BOYAmt |
| EOY | $940,844 | EOYAmt |
Receivables From Officers Etc ReceivablesFromOfficersEtcGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Rcvbl From Disqualified Prsn RcvblFromDisqualifiedPrsnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Oth Notes Loans Receivable Net OthNotesLoansReceivableNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Inventories For Sale Or Use InventoriesForSaleOrUseGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $35,684 | BOYAmt |
| EOY | $39,749 | EOYAmt |
Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $98,059 | BOYAmt |
| EOY | $143,274 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Bldg Equip Cost Or Other Bss | $11,063,799 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $5,924,775 | LandBldgEquipAccumDeprecAmt |
Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $5,525,990 | BOYAmt |
| EOY | $5,139,024 | EOYAmt |
Investments Pub Traded Sec InvestmentsPubTradedSecGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Investments Other Securities InvestmentsOtherSecuritiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $16,165,230 | BOYAmt |
| EOY | $19,311,767 | EOYAmt |
Investments Program Related InvestmentsProgramRelatedGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Intangible Assets IntangibleAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Other Assets Total OtherAssetsTotalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $286,288 | BOYAmt |
| EOY | $100,000 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $23,225,810 | BOYAmt |
| EOY | $26,076,111 | EOYAmt |
Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $303,576 | BOYAmt |
| EOY | $574,740 | EOYAmt |
Grants Payable GrantsPayableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Deferred Revenue DeferredRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $784,884 | BOYAmt |
| EOY | $1,203,592 | EOYAmt |
Tax Exempt Bond Liabilities TaxExemptBondLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Escrow Account Liability EscrowAccountLiabilityGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Loans From Officers Directors LoansFromOfficersDirectorsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Mortg Notes Pybl Scrd Invst Prop MortgNotesPyblScrdInvstPropGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Unsecured Notes Loans Payable UnsecuredNotesLoansPayableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Other Liabilities OtherLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $57,369 | BOYAmt |
| EOY | $71,545 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,145,829 | BOYAmt |
| EOY | $1,849,877 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization Follows SFAS117 | Yes (X) | OrganizationFollowsSFAS117Ind |
Unrestricted Net Assets UnrestrictedNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $10,779,676 | BOYAmt |
| EOY | $11,232,887 | EOYAmt |
Temporarily Rstr Net Assets TemporarilyRstrNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $4,314,490 | BOYAmt |
| EOY | $4,797,557 | EOYAmt |
Permanently Rstr Net Assets PermanentlyRstrNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $6,985,815 | BOYAmt |
| EOY | $8,195,790 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $22,079,981 | BOYAmt |
| EOY | $24,226,234 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $23,225,810 | BOYAmt |
| EOY | $26,076,111 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Reconcilation Revenue Expnss | $1,112,054 | ReconcilationRevenueExpnssAmt |
| Net Unrlzd Gains Losses Invst | $1,034,199 | NetUnrlzdGainsLossesInvstAmt |
| Method Of Accounting Accrual | Yes (X) | MethodOfAccountingAccrualInd |
| Accountant Compile Or Review | false | AccountantCompileOrReviewInd |
| FS Audited | Yes (true) | FSAuditedInd |
FS Audited Basis FSAuditedBasisGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Separate Basis Fincl Stmt | Yes (X) | SeparateBasisFinclStmtInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Audit Committee | Yes (true) | AuditCommitteeInd |
| Federal Grant Audit Required | false | FederalGrantAuditRequiredInd |
Schedule A IRS990ScheduleA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Organization170 | Yes (X) | PublicOrganization170Ind |
Gifts Grants Contri Rcvd170 GiftsGrantsContriRcvd170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $3,802,365 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $3,167,546 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $2,798,577 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $3,390,971 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $3,373,006 | CurrentTaxYearAmt |
| Total | $16,532,465 | TotalAmt |
Tax Rev Levied Orgnztnl Bnft170 TaxRevLeviedOrgnztnlBnft170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Govt Furn Srvc Fclts Vl170 GovtFurnSrvcFcltsVl170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Total Calendar Year170 TotalCalendarYear170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $3,802,365 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $3,167,546 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $2,798,577 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $3,390,971 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $3,373,006 | CurrentTaxYearAmt |
| Total | $16,532,465 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Substantial Contributors Tot | $5,252,828 | SubstantialContributorsTotAmt |
| Public Support Total170 | $11,279,637 | PublicSupportTotal170Amt |
Gross Investment Income170 GrossInvestmentIncome170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $605,630 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $623,462 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $694,859 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $732,209 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $803,069 | CurrentTaxYearAmt |
| Total | $3,459,229 | TotalAmt |
Unrelated Business Net Incm170 UnrelatedBusinessNetIncm170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Other Income170 OtherIncome170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $0 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $3,850 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $750 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $31,490 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $25,985 | CurrentTaxYearAmt |
| Total | $62,075 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Support | $20,053,769 | TotalSupportAmt |
| Gross Receipts Rltd Activities | $23,206,172 | GrossReceiptsRltdActivitiesAmt |
| Public Support CY170 | 0.56247 | PublicSupportCY170Pct |
| Public Support PY170 | 0.60330 | PublicSupportPY170Pct |
| Thirty Thr Pct Suprt Tests CY170 | Yes (X) | ThirtyThrPctSuprtTestsCY170Ind |
Schedule B IRS990ScheduleB
Contributor Information ContributorInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | RESTRICTED | ContributorNum |
Contributor Business Name ContributorBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | RESTRICTED | BusinessNameLine1 |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | RESTRICTED | AddressLine1 |
| Address Line2 | RESTRICTED | AddressLine2 |
| City | RESTRICTED | City |
| State | RESTRICTED | State |
| ZIP Code | RESTRICTED | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | RESTRICTED | TotalContributionsAmt |
Schedule D IRS990ScheduleD
| Field | Value | IRS element (for citing) |
|---|---|---|
| Art Public Exhibition Amounts | ArtPublicExhibitionAmountsGrp | |
| Held Works Art | HeldWorksArtGrp |
CY Endwmt Fund CYEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $14,162,625 | BeginningYearBalanceAmt |
| Contributions | $1,709,975 | ContributionsAmt |
| Investment Earnings Or Losses | $2,354,256 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $0 | GrantsOrScholarshipsAmt |
| Other Expenditures | $818,809 | OtherExpendituresAmt |
| End Year Balance | $17,408,047 | EndYearBalanceAmt |
CY Minus1 Yr Endwmt Fund CYMinus1YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $13,050,719 | BeginningYearBalanceAmt |
| Contributions | $762,556 | ContributionsAmt |
| Investment Earnings Or Losses | $1,774,916 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $0 | GrantsOrScholarshipsAmt |
| Other Expenditures | $1,425,566 | OtherExpendituresAmt |
| End Year Balance | $14,162,625 | EndYearBalanceAmt |
CY Minus2 Yr Endwmt Fund CYMinus2YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $12,558,427 | BeginningYearBalanceAmt |
| Contributions | $1,213,750 | ContributionsAmt |
| Investment Earnings Or Losses | -$37,148 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $0 | GrantsOrScholarshipsAmt |
| Other Expenditures | $684,310 | OtherExpendituresAmt |
| End Year Balance | $13,050,719 | EndYearBalanceAmt |
CY Minus3 Yr Endwmt Fund CYMinus3YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $9,918,141 | BeginningYearBalanceAmt |
| Contributions | $671,355 | ContributionsAmt |
| Investment Earnings Or Losses | $2,598,187 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $0 | GrantsOrScholarshipsAmt |
| Other Expenditures | $629,256 | OtherExpendituresAmt |
| Administrative Expenses | $0 | AdministrativeExpensesAmt |
| End Year Balance | $12,558,427 | EndYearBalanceAmt |
CY Minus4 Yr Endwmt Fund CYMinus4YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $9,150,447 | BeginningYearBalanceAmt |
| Contributions | $250,000 | ContributionsAmt |
| Investment Earnings Or Losses | $1,269,817 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $0 | GrantsOrScholarshipsAmt |
| Other Expenditures | $752,123 | OtherExpendituresAmt |
| Administrative Expenses | $0 | AdministrativeExpensesAmt |
| End Year Balance | $9,918,141 | EndYearBalanceAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Board Designated Balance EOY | 0.32154 | BoardDesignatedBalanceEOYPct |
| Prmnnt Endowment Balance EOY | 0.47080 | PrmnntEndowmentBalanceEOYPct |
| Term Endowment Balance EOY | 0.20765 | TermEndowmentBalanceEOYPct |
| Endowments Held Unrelated Org | false | EndowmentsHeldUnrelatedOrgInd |
| Endowments Held Related Org | false | EndowmentsHeldRelatedOrgInd |
Land LandGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $1,909,350 | OtherCostOrOtherBasisAmt |
| Book Value | $1,909,350 | BookValueAmt |
Buildings BuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $3,869,747 | OtherCostOrOtherBasisAmt |
| Depreciation | $2,265,467 | DepreciationAmt |
| Book Value | $1,604,280 | BookValueAmt |
Leasehold Improvements LeaseholdImprovementsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $2,094,874 | OtherCostOrOtherBasisAmt |
| Depreciation | $1,544,923 | DepreciationAmt |
| Book Value | $549,951 | BookValueAmt |
Equipment EquipmentGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $3,189,828 | OtherCostOrOtherBasisAmt |
| Depreciation | $2,114,385 | DepreciationAmt |
| Book Value | $1,075,443 | BookValueAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Land Buildings | OtherLandBuildingsGrp | |
| Total Book Value Land Buildings | $5,139,024 | TotalBookValueLandBuildingsAmt |
| Financial Derivatives | FinancialDerivativesGrp | |
| Closely Held Equity Interests | CloselyHeldEquityInterestsGrp |
Other Securities OtherSecuritiesGrp (2 entries)
| DescDesc | Book ValueBookValueAmt | Method ValuationMethodValuationCd |
|---|---|---|
| COMMON TRUST FUND | $19,112,201 | F |
| GOVERNMENT SECURITIES | $199,566 | F |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Securities | $19,311,767 | TotalBookValueSecuritiesAmt |
| Federal Income Tax Liability | $0 | FederalIncomeTaxLiabilityAmt |
Other Liabilities Org OtherLiabilitiesOrgGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | SEMINAR DEPOSITS | Desc |
| Amt | $71,545 | Amt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Liability | $71,545 | TotalLiabilityAmt |
| Footnote Text | Yes (X) | FootnoteTextInd |
| Total Rev Etc Audited Fincl Stmt | $11,508,353 | TotalRevEtcAuditedFinclStmtAmt |
| Net Unrealized Gains Invst | $1,034,199 | NetUnrealizedGainsInvstAmt |
| Donated Services And Use Fclts | $25,800 | DonatedServicesAndUseFcltsAmt |
| Other Revenue | $214,663 | OtherRevenueAmt |
| Revenue Not Reported | $1,274,662 | RevenueNotReportedAmt |
| Revenue Subtotal | $10,233,691 | RevenueSubtotalAmt |
| Investment Expenses Not Incld | $121,479 | InvestmentExpensesNotIncldAmt |
| Other Revenues Not Included | -$329,862 | OtherRevenuesNotIncludedAmt |
| Revenue Not Reported Fincl Stmt | -$208,383 | RevenueNotReportedFinclStmtAmt |
| Total Revenue Per Form990 | $10,025,308 | TotalRevenuePerForm990Amt |
| Tot Expns Etc Audited Fincl Stmt | $9,362,100 | TotExpnsEtcAuditedFinclStmtAmt |
| Donated Services Use Fclts | $25,800 | DonatedServicesUseFcltsAmt |
| Losses Reported | $230,143 | LossesReportedAmt |
| Other Expenses Included | $214,663 | OtherExpensesIncludedAmt |
| Expenses Not Reported | $470,606 | ExpensesNotReportedAmt |
| Expenses Subtotal | $8,891,494 | ExpensesSubtotalAmt |
| Investment Expenses Not Incld2 | $121,479 | InvestmentExpensesNotIncld2Amt |
| Other Expenses Not Included | -$99,719 | OtherExpensesNotIncludedAmt |
| Expenses Not Rpt Fincl Stmt | $21,760 | ExpensesNotRptFinclStmtAmt |
| Total Expenses Per Form990 | $8,913,254 | TotalExpensesPerForm990Amt |
Supplemental Information Detail SupplementalInformationDetail (4 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| USE OF THE ORGANIZATION'S ENDOWMENT FUND | SCHEDULE D, PART V, LINE 4: THE ENDOWMENT FUND IS USED TO HELP FURTHER THE ORGANIZATION'S MISSION BY PROVIDING FUNDS FOR PILOT PROGRAMS, BIOMEDICAL RESEARCH, AND DEVELOPMENT OF PHYSICAL TRAINING AND EDUCATIONAL PROGRAMS. |
| FIN 48 (ASC 740) | SCHEDULE D, PART X, LINE 2: FOLLOWING IS THE FOOTNOTE FROM THE TEXT OF THE ORGANIZATION'S AUDITED FINANCIAL STATEMENTS: The Institute is exempt from federal income tax under 501(c)(3) of the United States Internal Revenue Code (the "Code"), except to the extent it has unrelated business income. In addition, the Institute has been determined by the Internal Revenue Service not to be a private foundation within the meaning of Section 509(a) of the Code. For the years ended June 30, 2014 and 2013, the Institute had no net unrelated business income. Accordingly, no provision for income tax has been provided in the accompanying financial statements. GAAP requires the evaluation of tax positions taken or expected to be taken in the course of preparing the Institute's tax returns to determine whether the tax positions are more likely than not of being sustained by the applicable tax authority. Tax positions not deemed to meet the more-likely-than-not threshold would be recorded as a tax benefit or expense in the current year. A reconciliation is not provided herein, as the beginning and ending amounts of unrecognized benefits are zero, with no interim additions, reductions, or settlements. However, the conclusions regarding accounting for uncertainty in income taxes will be subject to review and may be adjusted at a later date based on factors including, but not limited to, ongoing analysis of tax laws, regulations, and interpretations thereof. The Institute's informational returns filed in the U.S. federal jurisdiction are generally subject to examination for three years after the later of the due date or date of filing. As a result, the Institute is no longer subject to income tax examinations by tax authorities for years prior to fiscal year 2011. |
| RECONCILIATION OF REVENUE | SCHEDULE D, PART XI, LINES 2(D) AND 4(B): $214,663 RENTAL EXPENSES NETTED WITH RENTAL INCOME ($99,719) Fundraising Dinner Expenses presented net with Fundraising Revenue ($230,143) loss on disposal of asset netted with revenue |
| RECONCILIATION OF EXPENSES | SCHEDULE D, PART XII, LINES 2(D) AND 4(B): $214,663 RENTAL EXPENSES NETTED WITH RENTAL INCOME ($99,719) Fundraising Dinner Expenses presented net with Fundraising revenue |
Schedule F IRS990ScheduleF
Account Activities Outside US AccountActivitiesOutsideUSGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Region | Europe (Including Iceland and Greenland) | RegionTxt |
| Offices | 0 | OfficesCnt |
| Employee | 0 | EmployeeCnt |
| Type Of Activities Conducted | Program Services | TypeOfActivitiesConductedTxt |
| Specific Services Provided | SOFTWARE DEVELOPMENT | SpecificServicesProvidedTxt |
| Region Total Expenditures | $260,680 | RegionTotalExpendituresAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Subtotal Offices | 0 | SubtotalOfficesCnt |
| Subtotal Employees | 0 | SubtotalEmployeesCnt |
| Total Office | 0 | TotalOfficeCnt |
| Total Employee | 0 | TotalEmployeeCnt |
| Subtotal Spent | $260,680 | SubtotalSpentAmt |
| Total Spent | $260,680 | TotalSpentAmt |
| Transfer To Foreign Corp | false | TransferToForeignCorpInd |
| Interest In Foreign Trust | false | InterestInForeignTrustInd |
| Foreign Corp Ownership | false | ForeignCorpOwnershipInd |
| Passive Foreign Investmest Co | false | PassiveForeignInvestmestCoInd |
| Foreign Partnership | false | ForeignPartnershipInd |
| Boycott Countries | false | BoycottCountriesInd |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | PROGRAM SERVICE DETAILS | FormAndLineReferenceDesc |
| Explanation | SCHEDULE F, PART I, LINE 3 The Cooper Institue (CI) entered into an agreement with the Hungarian School Sport Federation to design a research study to evaluate the utility of CI's Healthy Fitness Zone standards for Hungarian children. In addition, the agreement stipulated that CI would create a FitnessGram similar to its own that would be in the Hungarian language and include norms applicable to the culture. The Cooper Institute contracted Met-Info Ltd. of Budapest to program software and based the payment schedule on deliverables established in the contract. Expenditures were accounted for in accordance with accounting principles generally accepted in the United States of America. | ExplanationTxt |
Schedule G IRS990ScheduleG
Fundraiser Activity Info FundraiserActivityInfoGrp (2 entries)
| ActivityActivityTxt | Fundraiser Control Of FundsFundraiserControlOfFundsInd |
|---|---|
| MALAKOFF PARTNERS INC | |
| EVENT PLANNER | false |
| CAROLINE EVENTS | |
| EVENT PLANNER | false |
Fundraising Event Information FundraisingEventInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Of Event1 | DINNER | NameOfEvent1Amt |
| Gross Receipts Event1 | $619,450 | GrossReceiptsEvent1Amt |
| Charitable Contri Event1 | $593,765 | CharitableContriEvent1Amt |
| Gross Revenue Event1 | $25,685 | GrossRevenueEvent1Amt |
| Rent Facility Costs Event1 | $11,685 | RentFacilityCostsEvent1Amt |
| Food And Beverage Event1 | $27,685 | FoodAndBeverageEvent1Amt |
| Entertainment Event1 | $1,000 | EntertainmentEvent1Amt |
| Other Direct Expenses Event1 | $59,348 | OtherDirectExpensesEvent1Amt |
| Other Events Total | 0 | OtherEventsTotalCnt |
| Gross Receipts Total | $619,450 | GrossReceiptsTotalAmt |
| Charitable Contributions Tot | $593,765 | CharitableContributionsTotAmt |
| Gross Revenue Total Events | $25,685 | GrossRevenueTotalEventsAmt |
| Rent Fclty Costs Total Events | $11,685 | RentFcltyCostsTotalEventsAmt |
| Food And Beverage Total Events | $27,685 | FoodAndBeverageTotalEventsAmt |
| Entertainment Total Events | $1,000 | EntertainmentTotalEventsAmt |
| Oth Direct Expnss Total Events | $59,348 | OthDirectExpnssTotalEventsAmt |
| Direct Expense Summary Events | $99,718 | DirectExpenseSummaryEventsAmt |
| Net Income Summary | -$74,033 | NetIncomeSummaryAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Explanation If No | raffle during the year. | ExplanationIfNoTxt |
Persons With Books US Address PersonsWithBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 12220 PRESTON ROAD | AddressLine1 |
| City | DALLAS | City |
| State | TX | State |
| ZIP Code | 75230 | ZIPCode |
Schedule I IRS990ScheduleI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Records Maintained | Yes (true) | GrantRecordsMaintainedInd |
Recipient Table RecipientTable (2 entries)
| Address Line1USAddress/AddressLine1 | CityUSAddress/City | StateUSAddress/State | ZIP CodeUSAddress/ZIPCode | IRC SectionIRCSectionDesc | Non Cash AssistanceNonCashAssistanceAmt | Valuation Method UsedValuationMethodUsedDesc | Non Cash AssistanceNonCashAssistanceDesc | Purpose Of GrantPurposeOfGrantTxt |
|---|---|---|---|---|---|---|---|---|
| NFL PLAY 60 FITNESSGRAM | ||||||||
| 12330 PRESTON ROAD | DALLAS | TX | 75230 | N/A | $19,545 | FMV | HEALTH KITS | HEALTH KITS AND SOFTWARES |
| UNITED WAY HEALTHY ZONE SCHOOL PROGRAM | ||||||||
| 12330 PRESTON ROAD | DALLAS | TX | 75230 | N/A | $133,175 | FMV | HEALTH EQUIP | HEALTH RELATED EQUIPMENTS & PROMOTIONS |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Other Org | 2 | TotalOtherOrgCnt |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | MONITORING THE USE OF GRANT FUNDS | FormAndLineReferenceDesc |
| Explanation | SCHEDULE I, PART I, LINE 2: THE ORGANIZATION PROVIDES FUNDS FOR SPECIFIC ACTIVITIES, INCLUDING NON-CASH ASSISTANCE IN THE FORM OF PEDOMETERS, PLAYGROUND EQUIPMENT, GYM EQUIPMENT TO VARIOUS DALLAS AREA SCHOOLS AND PHYSICAL ACTIVITY TRACKING SOFTWARE TO NFL-SPONSORED SCHOOLS ACROSS THE U.S. THESE PROGRAMS ARE IN ACCORDANCE WITH THE ORGANIZATION'S MISSION TO PROMOTE PHYSICAL ACTIVITY IN THE SCHOOLS. NO ONGOING MONITORING IS REQUIRED SINCE THE ASSISTANCE CONSISTS OF NONCASH ITEMS WHICH ARE PLACED IN USE IN THE SCHOOLS WHEN AWARDED. | ExplanationTxt |
Schedule J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| Club Dues Or Fees | Yes (X) | ClubDuesOrFeesInd |
| Written Policy Ref T And E Expnss | Yes (true) | WrittenPolicyRefTAndEExpnssInd |
| Substantiation Required | Yes (true) | SubstantiationRequiredInd |
| Written Employment Contract | Yes (X) | WrittenEmploymentContractInd |
| Compensation Survey | Yes (X) | CompensationSurveyInd |
| Board Or Committee Approval | Yes (X) | BoardOrCommitteeApprovalInd |
| Severance Payment | Yes (true) | SeverancePaymentInd |
| Supplemental Nonqual Rtr Plan | false | SupplementalNonqualRtrPlanInd |
| Equity Based Comp Arrngm | false | EquityBasedCompArrngmInd |
| Comp Based On Revenue Of Flng Org | false | CompBasedOnRevenueOfFlngOrgInd |
| Comp Bsd On Rev Related Orgs | false | CompBsdOnRevRelatedOrgsInd |
| Comp Bsd Net Earns Flng Org | false | CompBsdNetEarnsFlngOrgInd |
| Comp Bsd Net Earns Rltd Orgs | false | CompBsdNetEarnsRltdOrgsInd |
| Any Non Fixed Payments | false | AnyNonFixedPaymentsInd |
| Initial Contract Exception | false | InitialContractExceptionInd |
Rltd Org Officer Trst Key Empl RltdOrgOfficerTrstKeyEmplGrp (3 entries)
| TitleTitleTxt | Base Compensation Filing OrgBaseCompensationFilingOrgAmt | Compensation Based On Rltd OrgsCompensationBasedOnRltdOrgsAmt | Bonus Filing OrganizationBonusFilingOrganizationAmount | Bonus Related OrganizationsBonusRelatedOrganizationsAmt | Other Compensation Filing OrgOtherCompensationFilingOrgAmt | Other Compensation Rltd OrgsOtherCompensationRltdOrgsAmt | Deferred Compensation Flng OrgDeferredCompensationFlngOrgAmt | Deferred Comp Rltd OrgsDeferredCompRltdOrgsAmt | Nontaxable Benefits Filing OrgNontaxableBenefitsFilingOrgAmt | Nontaxable Benefits Rltd OrgsNontaxableBenefitsRltdOrgsAmt | Total Compensation Filing OrgTotalCompensationFilingOrgAmt | Total Compensation Rltd OrgsTotalCompensationRltdOrgsAmt | Comp Report Prior990 Filing OrgCompReportPrior990FilingOrgAmt | Comp Report Prior990 Rltd OrgsCompReportPrior990RltdOrgsAmt |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| LAURA F DEFINA | ||||||||||||||
| CEO (JUNE 2014 TO PRESENT) | $214,556 | $0 | $300 | $0 | $16,694 | $0 | $19,200 | $0 | $15,174 | $0 | $265,924 | $0 | $0 | $0 |
| SUSAN CAMPBELL PRESIDENT | ||||||||||||||
| CHIEF MISSION OFFICER | $169,994 | $0 | $600 | $0 | $10,981 | $0 | $13,087 | $0 | $8,301 | $0 | $202,963 | $0 | $0 | $0 |
| BLAINE NELSON | ||||||||||||||
| CEO (SEPT. 2013 - APRIL 2014) | $190,270 | $0 | $0 | $0 | $396 | $0 | $0 | $0 | $1,688 | $0 | $192,354 | $0 | $0 | $0 |
Supplemental Information Detail SupplementalInformationDetail (2 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| SEVERANCE PAYMENTS | SCHEDULE J, PART I, LINE 4A: THE FOLLOWING INDIVIDUALS RECEIVED SEVERANCE PAYMENTS FROM THE COOPER INSTITUTE. PER THEIR SEPARATION AGREEMENT, THEY ARE TO RECEIVE AMOUNTS AS FOLLOWS: BLAINE NELSON - $356,035.46 PAID DURING 2014 CALENDAR YEAR; THEREFORE, THIS AMOUNT IS NOT REPORTED ON THE 2013 FORM 990, SCHEDULE J, PART II, LINE B(III). SUSAN CAMPBELL - $106,264.33 PAID DURING THE FISCAL YEAR, OF WHICH ONE MONTH OF SEVERANCE WAS PAID IN 2013 CALENDAR YEAR AND INCLUDED ON THE 2013 FORM 990, SCHEDULE J, PART II, LINE B(III). |
| SOCIAL CLUB MEMBERSHIP | SCHEDULE J, PART I, LINE 1A: THE ORGANIZATION PROVIDED BLAINE NELSON, CEO, WITH A SOCIAL CLUB MEMBERSHIP. THIS BENEFIT WAS INCLUDED IN HIS TAXABLE COMPENSATION. |
Schedule L IRS990ScheduleL
Bus Tr Involve Interested Prsn BusTrInvolveInterestedPrsnGrp (4 entries)
| Relationship DescriptionRelationshipDescriptionTxt | TransactionTransactionAmt | TransactionTransactionDesc | Sharing Of RevenuesSharingOfRevenuesInd |
|---|---|---|---|
| COOPER CLINIC | |||
| SEE PART V | $43,700 | MEDICAL SERVICES AND RESEARCH | false |
| COOPER CLINIC | |||
| SEE PART V | $293,600 | LEASING SPACES AND CONSULTING | false |
| WESTWOOD HOLDINGS GROUP | |||
| SEE PART V | $116,322 | INVESTMENT MANAGEMENT FEES | false |
| DELL INC | |||
| SEE PART V | $132,700 | COMPUTER EQUIP & TECH SUPPORT | false |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | BUSINESS TRANSACTIONS INVOLVING INTERESTED PARTIES | FormAndLineReferenceDesc |
| Explanation | SCHEDULE L, PART IV, LINES 1 AND 2: DR. KENNETH H. COOPER IS THE PRINCIPAL OWNER OF THE COOPER CLINIC AND SERVED AS THE CHAIRMAN OF THE BOARD FOR THE COOPER INSTITUTE UNTIL SEPTEMBER 2011. HE IS NOW CHAIRMAN EMERITUS OF THE COOPER INSTITUTE. SCHEDULE L, PART IV, LINE 3: BRIAN CASEY IS A TRUSTEE OF THE COOPER INSTITUTE AND PRESIDENT & CEO OF WESTWOOD HOLDINGS GROUP. WESTWOOD HOLDINGS GROUP MANAGES THE INVESTMENTS OF THE COOPER INSTITUTE AND RECEIVES PAYMENT FOR INVESTMENT MANAGEMENT FEES, OF WHICH IT DONATES 20% OF THE VALUE OF ITS SERVICES TO THE INSTITUTE. FOR PURPOSES OF SCHEDULE L, PART IV, THE AMOUNT OF BUSINESS TRANSACTIONS WITH WESTWOOD HOLDINGS GROUP IS REPORTED GROSS OF ITS 20% CONTRIBUTED SERVICES DONATION. BRIAN CASEY IS NOT PART OF THE INSTITUTE'S INVESTMENT COMMITTEE AND CANNOT MAKE INVESTMENT DECISIONS. SCHEDULE L, PART IV, LINE 4: Susan Dell is related to the Chairman of the Board of Dell, Inc., a publicly traded company. The Institute purchased Dell computers, equipment, support plans, and data center infrastructure from Dell, Inc. | ExplanationTxt |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (5 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| FAMILY AND BUSINESS RELATIONSHIPS | FORM 990, PART VI, SECTION A, LINE 2: Ray Hunt and Jeanne Phillips have a business relationship. Kenneth Cooper, M.D. and Nina Radford, M.D. have a business relationship. |
| REVIEW OF THE FORM 990 | FORM 990, PART VI, SECTION B, LINE 11(A): THE EXECUTIVE AND AUDIT COMMITTEES REVIEW THE FORM 990 ON BEHALF OF THE BOARD. A COPY OF THE FORM 990 WILL BE PROVIDED TO THE BOARD BEFORE FILING. |
| MONITORING AND ENFORCEMENT OF THE CONFLICT OF INTEREST POLICY | FORM 990, PART VI, SECTION B, LINE 12(C): THE BOARD MEMBERS ARE REQUIRED TO DISCLOSE ANY CONFLICTS OF INTEREST, AND THEY ARE REQUIRED TO SIGN AN ANNUAL CONFLICT OF INTEREST STATEMENT. |
| DETERMINATION OF COMPENSATION FOR OFFICERS AND DIRECTORS | FORM 990, PART VI, SECTION B, LINE 15: THE PROCESS FOR DETERMINING COMPENSATION FOR TOP MANAGEMENT OFFICIALS AND KEY EMPLOYEES INCLUDES REVIEW OF COMPARABILITY DATA AND BOARD APPROVAL OF DECISIONS MADE. IN ADDITION, COMPENSATION IS ALSO COMPARED AGAINST THE GOVERNMENT OFFICE PERSONNEL DATABASE FOR REASONABLENESS. |
| AVAILABILITY OF DOCUMENTS TO THE PUBLIC | FORM 990, PART VI, SECTION C, LINE 19: DOCUMENTS ARE AVAILABLE UPON REQUEST. COPIES OF THE ORGANIZATION'S MISSION REPORTS AND AUDITED FINANCIAL STATEMENTS ARE AVAILABLE ON THE ORGANIZATION'S WEBSITE. |
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