THE COOPER INSTITUTE: Form 990, tax year 2012
View the entire original 990 at ProPublica ↗
- Organization
- THE COOPER INSTITUTE (EIN 23-7075529)
- Tax period
- 2012-07-01 to 2013-06-30
- Filed
- 2014-05-06
- IRS object ID
- 201431269349301358
- Schema version
- 2012v2.3
- 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 G
- Schedule I
- Schedule J
- Schedule L
- Schedule O
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Timestamp | 2014-05-06T14:39:02-05:00 | Timestamp |
| Tax Period End Date | 2013-06-30 | TaxPeriodEndDate |
Preparer Firm PreparerFirm
Preparer Firm Business Name PreparerFirmBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | LANE GORMAN TRUBITT PLLC | BusinessNameLine1 |
Preparer Firm US Address PreparerFirmUSAddress
| 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 | ReturnType |
| Tax Period Begin Date | 2012-07-01 | TaxPeriodBeginDate |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 237075529 | EIN |
Name Name
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE COOPER INSTITUTE | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| In Care Of Name | % MARK DONOVAN | InCareOfName |
| Name Control | COOP | NameControl |
| Phone | 9723413200 | Phone |
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 |
Officer Officer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | GARRY HODGES | Name |
| Title | DIRECTOR OF ACCOUNTING | Title |
| Phone | 9723413200 | Phone |
| Date Signed | 2014-05-05 | DateSigned |
| Authorize Third Party | true | AuthorizeThirdParty |
Preparer Preparer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | Mark A Opdahl | Name |
| Phone | 2148717500 | Phone |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax Year | 2012 | TaxYear |
| Build TS | 2015-11-30 17:44:51Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Of Principal Officer Person | JOHN HARPER CFO | NameOfPrincipalOfficerPerson |
Address Principal Officer US AddressPrincipalOfficerUS
| 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 | 13693751 | GrossReceipts |
| Group Return For Affiliates | false | GroupReturnForAffiliates |
| Organization501c3 | X | Organization501c3 |
| Web Site | WWW.COOPERINSTITUTE.ORG | WebSite |
| Type Of Organization Corporation | X | TypeOfOrganizationCorporation |
| Year Formation | 1970 | YearFormation |
| State Legal Domicile | TX | StateLegalDomicile |
| Activity Or Mission Description | 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/MEDICAL COMMUNITIES AND GENERAL PUBLIC. | ActivityOrMissionDescription |
| Nbr Voting Members Governing Body | 22 | NbrVotingMembersGoverningBody |
| Nbr Independent Voting Members | 20 | NbrIndependentVotingMembers |
| Total Nbr Employees | 61 | TotalNbrEmployees |
| Total Nbr Volunteers | 30 | TotalNbrVolunteers |
| Total Gross UBI | 0 | TotalGrossUBI |
| Contributions Grants Prior Year | 2798557 | ContributionsGrantsPriorYear |
| Contributions Grants Current Year | 3390971 | ContributionsGrantsCurrentYear |
| Program Service Revenue Prior Year | 4481447 | ProgramServiceRevenuePriorYear |
| Program Service Revenue CY | 4123437 | ProgramServiceRevenueCY |
| Investment Income Prior Year | 724237 | InvestmentIncomePriorYear |
| Investment Income Current Year | 1658770 | InvestmentIncomeCurrentYear |
| Other Revenue Prior Year | 84095 | OtherRevenuePriorYear |
| Other Revenue Current Year | -31237 | OtherRevenueCurrentYear |
| Total Revenue Prior Year | 8088336 | TotalRevenuePriorYear |
| Total Revenue Current Year | 9141941 | TotalRevenueCurrentYear |
| Grants And Similar Amnts Prior Year | 327890 | GrantsAndSimilarAmntsPriorYear |
| Grants And Similar Amnts CY | 155856 | GrantsAndSimilarAmntsCY |
| Benefits Paid To Members Prior Year | 0 | BenefitsPaidToMembersPriorYear |
| Benefits Paid To Members CY | 0 | BenefitsPaidToMembersCY |
| Salaries Etc Prior Year | 4259524 | SalariesEtcPriorYear |
| Salaries Etc Current Year | 4300835 | SalariesEtcCurrentYear |
| Total Prof Fundrsng Exp Prior Year | 0 | TotalProfFundrsngExpPriorYear |
| Total Prof Fundrsng Exp CY | 0 | TotalProfFundrsngExpCY |
| Total Fundrsng Exp Current Year | 192315 | TotalFundrsngExpCurrentYear |
| Other Expense Prior Year | 3031315 | OtherExpensePriorYear |
| Other Expenses Current Year | 2995930 | OtherExpensesCurrentYear |
| Total Expenses Prior Year | 7618729 | TotalExpensesPriorYear |
| Total Expenses Current Year | 7452621 | TotalExpensesCurrentYear |
| Revenues Less Expenses Prior Year | 469607 | RevenuesLessExpensesPriorYear |
| Revenues Less Expenses CY | 1689320 | RevenuesLessExpensesCY |
| Total Assets BOY | 21055462 | TotalAssetsBOY |
| Total Assets EOY | 23225810 | TotalAssetsEOY |
| Total Liabilities BOY | 866632 | TotalLiabilitiesBOY |
| Total Liabilities EOY | 1145829 | TotalLiabilitiesEOY |
| Net Assets Or Fund Balances BOY | 20188830 | NetAssetsOrFundBalancesBOY |
| Net Assets Or Fund Balances EOY | 22079981 | NetAssetsOrFundBalancesEOY |
| Mission Description | 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. | MissionDescription |
| Significant New Program Services | false | SignificantNewProgramServices |
| Significant Change | false | SignificantChange |
| Expense | 1755963 | Expense |
| Grants | 18521 | Grants |
| Revenue | 85186 | Revenue |
| Description | RESEARCH ACTIVITIES - EPIDEMIOLOGY & CLINICAL APPLICATIONS | Description |
Activity2 Activity2
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | 2444465 | Expense |
| Revenue | 1982268 | Revenue |
| Description | CONTINUING EDUCATION - DISSEMINATION OF PHYSICAL FITNESS AND HEALTH PROMOTION CONCEPTS AND THEIR PRACTICAL APPLICATIONS | Description |
Activity3 Activity3
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | 1528643 | Expense |
| Revenue | 2055983 | Revenue |
| Description | Youth Fitness Education - Promotion and Dissemination of physical activity and nutrition concepts for childhood and adolescent health. | Description |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Expense | 5729071 | TotalProgramServiceExpense |
| Described In501 C3 | true | DescribedIn501C3 |
| Schedule B Required | true | ScheduleBRequired |
| Political Activities | false | PoliticalActivities |
| Lobbying Activities | false | LobbyingActivities |
| Subject To Proxy Tax | false | SubjectToProxyTax |
| Donor Advised Funds | false | DonorAdvisedFunds |
| Conservation Easements | false | ConservationEasements |
| Collections Of Art | false | CollectionsOfArt |
| Credit Counseling | false | CreditCounseling |
| Term Or Permanent Endowments | true | TermOrPermanentEndowments |
| Report Land Bldg Equip | true | ReportLandBldgEquip |
| Report Invest Oth Securities | true | ReportInvestOthSecurities |
| Report Prog Rel Invest | false | ReportProgRelInvest |
| Report Other Assets | false | ReportOtherAssets |
| Report Other Liabilities | true | ReportOtherLiabilities |
| Report Fin48 Footnote | true | ReportFin48Footnote |
| Independent Audit Financial Stmt | true | IndependentAuditFinancialStmt |
| Consolidated Audit Financial Stmt | false | ConsolidatedAuditFinancialStmt |
| School | false | School |
| Foreign Office | false | ForeignOffice |
| Foreign Activities | false | ForeignActivities |
| More Than5000 K To Organizations | false | MoreThan5000KToOrganizations |
| More Than5000 K To Individuals | false | MoreThan5000KToIndividuals |
| Professional Fundraising | false | ProfessionalFundraising |
| Fundraising Activities | true | FundraisingActivities |
| Gaming | false | Gaming |
| Hospital | false | Hospital |
| Grants To Organizations | true | GrantsToOrganizations |
| Grants To Individuals | false | GrantsToIndividuals |
| Schedule J Required | true | ScheduleJRequired |
| Tax Exempt Bonds | false | TaxExemptBonds |
| Excess Benefit Transaction | false | ExcessBenefitTransaction |
| Prior Excess Benefit Transaction | false | PriorExcessBenefitTransaction |
| Loan To Officer Or DQP | false | LoanToOfficerOrDQP |
| Grant To Related Person | false | GrantToRelatedPerson |
| Bsnss Rltnshp With Organization | false | BsnssRltnshpWithOrganization |
| Bsnss Rltnshp Thru Family Member | false | BsnssRltnshpThruFamilyMember |
| Officer Entity With Bsnss Rltnshp | true | OfficerEntityWithBsnssRltnshp |
| Deductible Non Cash Contributions | false | DeductibleNonCashContributions |
| Deductible Contributions Of Art | false | DeductibleContributionsOfArt |
| Terminated | false | Terminated |
| Partial Liquidation | false | PartialLiquidation |
| Disregarded Entity | false | DisregardedEntity |
| Related Entity | false | RelatedEntity |
| Related Org Controlled Entity | false | RelatedOrgControlledEntity |
| Transfers To Exempt Non Chrtbl Org | false | TransfersToExemptNonChrtblOrg |
| Activities Conducted Partnership | false | ActivitiesConductedPartnership |
| Schedule O Required | true | ScheduleORequired |
| Number Forms Transmitted With1096 | 56 | NumberFormsTransmittedWith1096 |
| Number W2 G Included | 0 | NumberW2GIncluded |
| Compliance With Backup Witholding | true | ComplianceWithBackupWitholding |
| Number Of Employees | 61 | NumberOfEmployees |
| Employment Tax Returns Filed | true | EmploymentTaxReturnsFiled |
| Unrelated Business Income | false | UnrelatedBusinessIncome |
| Foreign Financial Account | false | ForeignFinancialAccount |
| Prohibited Tax Shelter Trans | false | ProhibitedTaxShelterTrans |
| Taxable Party Notification | false | TaxablePartyNotification |
| Non Deductible Contributions | false | NonDeductibleContributions |
| Quid Pro Quo Contributions | true | QuidProQuoContributions |
| Quid Pro Quo Disclosure | true | QuidProQuoDisclosure |
| Form8282 Property Disposed Of | false | Form8282PropertyDisposedOf |
| Funds To Pay Premiums | false | FundsToPayPremiums |
| Premiums Paid | false | PremiumsPaid |
| Indoor Tanning Services | false | IndoorTanningServices |
| Info In Schedule O Part VI | X | InfoInScheduleOPartVI |
| Nbr Voting Governing Body Members | 22 | NbrVotingGoverningBodyMembers |
| Number Independent Voting Members | 20 | NumberIndependentVotingMembers |
| Family Or Business Relationship | true | FamilyOrBusinessRelationship |
| Delegation Of Management Duties | false | DelegationOfManagementDuties |
| Changes To Organizing Docs | true | ChangesToOrganizingDocs |
| Material Diversion Or Misuse | false | MaterialDiversionOrMisuse |
| Members Or Stockholders | false | MembersOrStockholders |
| Election Of Board Members | false | ElectionOfBoardMembers |
| Decisions Subject To Approval | false | DecisionsSubjectToApproval |
| Minutes Of Governing Body | true | MinutesOfGoverningBody |
| Minutes Of Committees | true | MinutesOfCommittees |
| Officer Mailing Address | false | OfficerMailingAddress |
| Local Chapters | false | LocalChapters |
| Form990 Provided To Governing Body | true | Form990ProvidedToGoverningBody |
| Conflict Of Interest Policy | true | ConflictOfInterestPolicy |
| Annual Disclosure Covered Persons | true | AnnualDisclosureCoveredPersons |
| Regular Monitoring Enforcement | true | RegularMonitoringEnforcement |
| Whistleblower Policy | true | WhistleblowerPolicy |
| Document Retention Policy | true | DocumentRetentionPolicy |
| Compensation Process CEO | true | CompensationProcessCEO |
| Compensation Process Other | true | CompensationProcessOther |
| Investment In Joint Venture | false | InvestmentInJointVenture |
| Upon Request | X | UponRequest |
The Books Are In Care Of TheBooksAreInCareOf
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Person | MARK DONOVAN | NamePerson |
| Telephone Number | 9723413200 | TelephoneNumber |
Address US AddressUS
| 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 | X | InfoInScheduleOPartVII |
Form990 Part VII Section A Form990PartVIISectionA (31 entries)
| TitleTitle | Average Hours Per WeekAverageHoursPerWeek | Individual Trustee Or DirectorIndividualTrusteeOrDirector | OfficerOfficer | Reportable Comp From OrganizationReportableCompFromOrganization | Reportable Comp From Related OrgsReportableCompFromRelatedOrgs | Other CompensationOtherCompensation | Key EmployeeKeyEmployee | Highest Compensated EmployeeHighestCompensatedEmployee |
|---|---|---|---|---|---|---|---|---|
| TEDD MITCHELL | ||||||||
| CHAIRMAN | 2.0 | X | X | 3606 | ||||
| FREDERICK R MEYER DECEASED | ||||||||
| VICE-CHAIRMAN/CEO | 30.0 | X | X | |||||
| NEIL O'BRIEN | ||||||||
| SECRETARY | 2.0 | X | X | 2084 | ||||
| ARTHUR BLANK | ||||||||
| TRUSTEE | 1.0 | X | ||||||
| LESTER M ALBERTHAL JR | ||||||||
| TRUSTEE | 1.0 | X | 2034 | |||||
| ELMER DOTY | ||||||||
| TRUSTEE | 1.0 | X | 1742 | |||||
| DAVID GLASS | ||||||||
| TRUSTEE | 1.0 | X | 3800 | |||||
| JAMES KEYES | ||||||||
| TRUSTEE | 1.0 | X | 1805 | |||||
| RAY HUNT | ||||||||
| TRUSTEE | 1.0 | X | ||||||
| JEANNE PHILLIPS | ||||||||
| TRUSTEE | 1.0 | X | ||||||
| ROGER STAUBACH | ||||||||
| TRUSTEE | 1.0 | X | ||||||
| DRAYTON MCLANE JR | ||||||||
| TRUSTEE | 1.0 | X | 2979 | |||||
| NINA RADFORD MD | ||||||||
| TRUSTEE | 2.0 | X | ||||||
| ROBERT PALMER | ||||||||
| TRUSTEE | 1.0 | X | ||||||
| EDUARDO SANCHEZ | ||||||||
| TRUSTEE | 1.0 | X | ||||||
| SUSAN DELL | ||||||||
| TRUSTEE | 1.0 | X | 3742 | |||||
| JOSEPH GOLDSTEIN MD | ||||||||
| TRUSTEE | 1.0 | X | ||||||
| MIKE HUCKABEE | ||||||||
| TRUSTEE | 1.0 | X | ||||||
| STEVE REINEMUND | ||||||||
| TRUSTEE | 1.0 | X | 2239 | |||||
| LOUIS SULLIVAN MD | ||||||||
| TRUSTEE | 1.0 | X | ||||||
| CHARLES ANDERSON | ||||||||
| VICE-CHAIRMAN | 1.0 | X | X | 2437 | ||||
| BRIAN CASEY | ||||||||
| TRUSTEE | 1.0 | X | 4191 | |||||
| KENNETH H COOPER MD | ||||||||
| CHAIRMAN EMERITUS | 2.0 | X | X | |||||
| SUSAN CAMPBELL PRESIDENT | ||||||||
| CHIEF MISSION OFFICER | 40.0 | X | 170477 | 0 | 24506 | |||
| JOHN HARPER | ||||||||
| CFO | 20.0 | X | 92489 | 2437 | ||||
| LARRY GIBBONS | ||||||||
| CHIEF SCIENCE OFFICER | 24.0 | X | 40070 | 111 | ||||
| MELBA MORROW | ||||||||
| VP RESEARCH | 40.0 | X | 118906 | 16462 | ||||
| LAURA DEFINA | ||||||||
| MEDICAL DIRECTOR | 40.0 | 231320 | 0 | 33139 | X | |||
| MARILU MEREDITH | ||||||||
| DIRECTOR EDUCATION OP. | 40.0 | 119599 | 0 | 18186 | X | |||
| CONNIE TYNE | ||||||||
| DIRECTOR OF EXTERNAL AFFAIRS | 40.0 | 107415 | 16312 | X | ||||
| BEN WILLIS | ||||||||
| EPIDEMIOLOGIST | 40.0 | 110843 | 14935 | X | ||||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | 1021778 | TotalReportableCompFromOrg |
| Total Reportable Comp Frm Rltd Orgs | 0 | TotalReportableCompFrmRltdOrgs |
| Total Other Compensation | 126088 | TotalOtherCompensation |
| Number Individuals GT100 K | 6 | NumberIndividualsGT100K |
| Formers Listed | false | FormersListed |
| Total Comp GT150 K | true | TotalCompGT150K |
| Compensation From Other Sources | false | CompensationFromOtherSources |
Contractor Compensation ContractorCompensation (2 entries)
| Address Line1AddressOfContractor/AddressUS/AddressLine1 | CityAddressOfContractor/AddressUS/City | StateAddressOfContractor/AddressUS/State | ZIP CodeAddressOfContractor/AddressUS/ZIPCode | Description Of ServicesDescriptionOfServices | CompensationCompensation |
|---|---|---|---|---|---|
| CONTROLLED CHAOS LLC | |||||
| 3110 THOMAS AVENUE SUITE 317 | DALLAS | TX | 75204 | GAME DESIGN & survey | 185225 |
| KORN FERRY INTERNATIONAL | |||||
| PO BOX 1450 | MINNEAPOLIS | MN | 55485 | EXECUTIVE RECRUITING | 168000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Number Of Contractors GT100 K | 2 | NumberOfContractorsGT100K |
| Info In Schedule O Part VIII | X | InfoInScheduleOPartVIII |
| Fundraising Events | 295819 | FundraisingEvents |
| Government Grants | 297891 | GovernmentGrants |
| All Other Contributions | 2797261 | AllOtherContributions |
| Total Contributions | 3390971 | TotalContributions |
Program Service Revenue ProgramServiceRevenue (3 entries)
| DescriptionDescription | Business CodeBusinessCode | Total Revenue ColumnTotalRevenueColumn | Related Or Exempt Function IncomeRelatedOrExemptFunctionIncome |
|---|---|---|---|
| CONTINUING EDUCATION & CERTIFICATION | 611430 | 1982268 | 1982268 |
| EPIDEMIOLOGY & CLINICAL APPLICATION | 541700 | 85186 | 85186 |
| YOUTH FITNESS EDUCATION | 611710 | 2055983 | 2055983 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | 4123437 | TotalProgramServiceRevenue |
Investment Income InvestmentIncome
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 466996 | TotalRevenueColumn |
| Exclusion | $466,996 | ExclusionAmount |
Income From Invest Bond Proceeds IncomeFromInvestBondProceeds
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 0 | TotalRevenueColumn |
Royalties Revenue RoyaltiesRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 15007 | TotalRevenueColumn |
| Exclusion | $15,007 | ExclusionAmount |
Gross Rents GrossRents
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | 250206 | Real |
Less Rental Expenses LessRentalExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | 216430 | Real |
Rental Income Or Loss RentalIncomeOrLoss
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | 33776 | Real |
| Personal | 0 | Personal |
Net Rental Income Or Loss NetRentalIncomeOrLoss
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 33776 | TotalRevenueColumn |
| Exclusion | $33,776 | ExclusionAmount |
Gross Amount Sales Assets GrossAmountSalesAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | 5415644 | Securities |
Less Cost Oth Basis Sales Expenses LessCostOthBasisSalesExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | 4223870 | Securities |
Gain Or Loss GainOrLoss
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | 1191774 | Securities |
Net Gain Or Loss Investments NetGainOrLossInvestments
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 1191774 | TotalRevenueColumn |
| Exclusion | $1,191,774 | ExclusionAmount |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Income Fundraising Events | 29990 | GrossIncomeFundraisingEvents |
| Cntrbtns Rprtd Fundraising Events | 295819 | CntrbtnsRprtdFundraisingEvents |
| Fundraising Direct Expenses | 111510 | FundraisingDirectExpenses |
Net Income From Fundraising Events NetIncomeFromFundraisingEvents
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | -81520 | TotalRevenueColumn |
| Exclusion | -$81,520 | ExclusionAmount |
Net Income From Gaming NetIncomeFromGaming
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 0 | TotalRevenueColumn |
Net Income Or Loss NetIncomeOrLoss
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 0 | TotalRevenueColumn |
Other Revenue Misc OtherRevenueMisc
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description | OTHER SERVICE REVENUE | Description |
| Business Code | 900099 | BusinessCode |
| Total Revenue Column | 1500 | TotalRevenueColumn |
| Related Or Exempt Function Income | 1500 | RelatedOrExemptFunctionIncome |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Other Revenue | 1500 | TotalOtherRevenue |
Total Revenue TotalRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 9141941 | TotalRevenueColumn |
| Related Or Exempt Function Income | 4124937 | RelatedOrExemptFunctionIncome |
| Exclusion | $1,626,033 | ExclusionAmount |
Grants To Domestic Orgs GrantsToDomesticOrgs
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 155856 | Total |
| Program Services | 155856 | ProgramServices |
Grants To Domestic Individuals GrantsToDomesticIndividuals
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Foreign Grants ForeignGrants
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Benefits To Members BenefitsToMembers
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Comp Current Officers Directors CompCurrentOfficersDirectors
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 809777 | Total |
| Program Services | 605834 | ProgramServices |
| Management And General | 194029 | ManagementAndGeneral |
| Fundraising | 9914 | Fundraising |
Comp Disqual Persons CompDisqualPersons
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Other Salaries And Wages OtherSalariesAndWages
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 2737304 | Total |
| Program Services | 2146953 | ProgramServices |
| Management And General | 457674 | ManagementAndGeneral |
| Fundraising | 132677 | Fundraising |
Pension Plan Contributions PensionPlanContributions
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 201355 | Total |
| Program Services | 147051 | ProgramServices |
| Management And General | 44511 | ManagementAndGeneral |
| Fundraising | 9793 | Fundraising |
Other Employee Benefits OtherEmployeeBenefits
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 285550 | Total |
| Program Services | 211443 | ProgramServices |
| Management And General | 63467 | ManagementAndGeneral |
| Fundraising | 10640 | Fundraising |
Payroll Taxes PayrollTaxes
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 266849 | Total |
| Program Services | 205501 | ProgramServices |
| Management And General | 50184 | ManagementAndGeneral |
| Fundraising | 11164 | Fundraising |
Fees For Services Management FeesForServicesManagement
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Fees For Services Legal FeesForServicesLegal
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 7180 | Total |
| Program Services | 6352 | ProgramServices |
| Management And General | 828 | ManagementAndGeneral |
Fees For Services Accounting FeesForServicesAccounting
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 48700 | Total |
| Management And General | 48700 | ManagementAndGeneral |
Fees For Services Lobbying FeesForServicesLobbying
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Fees For Services Prof Fundraising FeesForServicesProfFundraising
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Fees For Services Invst Mgmnt Fees FeesForServicesInvstMgmntFees
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 85683 | Total |
| Management And General | 85683 | ManagementAndGeneral |
Fees For Services Other FeesForServicesOther
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 190830 | Total |
| Program Services | 94558 | ProgramServices |
| Management And General | 95716 | ManagementAndGeneral |
| Fundraising | 556 | Fundraising |
Advertising Advertising
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 188582 | Total |
| Program Services | 179343 | ProgramServices |
| Management And General | 9239 | ManagementAndGeneral |
Office Expenses OfficeExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 311102 | Total |
| Program Services | 239171 | ProgramServices |
| Management And General | 69975 | ManagementAndGeneral |
| Fundraising | 1956 | Fundraising |
Information Technology InformationTechnology
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Royalties Royalties
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Occupancy Occupancy
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 116034 | Total |
| Program Services | 113107 | ProgramServices |
| Fundraising | 2927 | Fundraising |
Travel Travel
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 132475 | Total |
| Program Services | 130831 | ProgramServices |
| Management And General | 1644 | ManagementAndGeneral |
Travel Entrtnmnt Public Officials TravelEntrtnmntPublicOfficials
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Conferences Meetings ConferencesMeetings
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Interest Interest
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Payments To Affiliates PaymentsToAffiliates
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Depreciation Depletion DepreciationDepletion
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 551240 | Total |
| Program Services | 490611 | ProgramServices |
| Management And General | 56947 | ManagementAndGeneral |
| Fundraising | 3682 | Fundraising |
Insurance Insurance
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 68001 | Total |
| Program Services | 15737 | ProgramServices |
| Management And General | 52264 | ManagementAndGeneral |
Other Expenses OtherExpenses (4 entries)
| DescriptionDescription | TotalTotal | Program ServicesProgramServices | Management And GeneralManagementAndGeneral | FundraisingFundraising |
|---|---|---|---|---|
| CONTRACT SERVICES | 926376 | 736905 | 189356 | 115 |
| EQUIPMENT-RENTAL AND REPAIRS | 255339 | 171571 | 77331 | 6437 |
| OTHER EXPENSES | 82943 | 56230 | 24304 | 2409 |
| STAFF EXPENSES | 31445 | 22017 | 9383 | 45 |
Total Functional Expenses TotalFunctionalExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 7452621 | Total |
| Program Services | 5729071 | ProgramServices |
| Management And General | 1531235 | ManagementAndGeneral |
| Fundraising | 192315 | Fundraising |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part X | X | InfoInScheduleOPartX |
Cash Non Interest Bearing CashNonInterestBearing
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 131749 | BOY |
| EOY | 440759 | EOY |
Savings And Temp Cash Investments SavingsAndTempCashInvestments
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 0 | BOY |
| EOY | 0 | EOY |
Pledges And Grants Receivable PledgesAndGrantsReceivable
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 0 | BOY |
| EOY | 0 | EOY |
Accounts Receivable AccountsReceivable
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 594773 | BOY |
| EOY | 673800 | EOY |
Receivables From Officers Etc ReceivablesFromOfficersEtc
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 0 | BOY |
| EOY | 0 | EOY |
Receivables From Disqual Persons ReceivablesFromDisqualPersons
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 0 | BOY |
| EOY | 0 | EOY |
Other Notes Loans Receivable Net OtherNotesLoansReceivableNet
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 0 | BOY |
| EOY | 0 | EOY |
Inventories For Sale Or Use InventoriesForSaleOrUse
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 35185 | BOY |
| EOY | 35684 | EOY |
Prepaid Expenses Deferred Charges PrepaidExpensesDeferredCharges
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 149510 | BOY |
| EOY | 98059 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Buildings Equipment Basis | 11171464 | LandBuildingsEquipmentBasis |
| Land Bldg Equipment Accum Deprec | 5645474 | LandBldgEquipmentAccumDeprec |
Land Buildings Equipment Basis Net LandBuildingsEquipmentBasisNet
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 5857799 | BOY |
| EOY | 5525990 | EOY |
Investments Pub Traded Securities InvestmentsPubTradedSecurities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 0 | BOY |
| EOY | 0 | EOY |
Investments Other Securities InvestmentsOtherSecurities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 14191446 | BOY |
| EOY | 16165230 | EOY |
Investments Program Related InvestmentsProgramRelated
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 0 | BOY |
| EOY | 0 | EOY |
Intangible Assets IntangibleAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 0 | BOY |
| EOY | 0 | EOY |
Other Assets Total OtherAssetsTotal
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 95000 | BOY |
| EOY | 286288 | EOY |
Total Assets TotalAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 21055462 | BOY |
| EOY | 23225810 | EOY |
Accounts Payable Accrued Expenses AccountsPayableAccruedExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 300446 | BOY |
| EOY | 303576 | EOY |
Grants Payable GrantsPayable
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 0 | BOY |
| EOY | 0 | EOY |
Deferred Revenue DeferredRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 497169 | BOY |
| EOY | 784884 | EOY |
Tax Exempt Bond Liabilities TaxExemptBondLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 0 | BOY |
| EOY | 0 | EOY |
Escrow Account Liability EscrowAccountLiability
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 0 | BOY |
| EOY | 0 | EOY |
Loans From Officers Directors LoansFromOfficersDirectors
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 0 | BOY |
| EOY | 0 | EOY |
Mort Notes Pybl Secured Invest Prop MortNotesPyblSecuredInvestProp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 0 | BOY |
| EOY | 0 | EOY |
Unsecured Notes Loans Payable UnsecuredNotesLoansPayable
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 0 | BOY |
| EOY | 0 | EOY |
Other Liabilities OtherLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 69017 | BOY |
| EOY | 57369 | EOY |
Total Liabilities TotalLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 866632 | BOY |
| EOY | 1145829 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Follow SFAS117 | X | FollowSFAS117 |
Unrestricted Net Assets UnrestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 10258423 | BOY |
| EOY | 10779676 | EOY |
Temporarily Restricted Net Assets TemporarilyRestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 3157148 | BOY |
| EOY | 4314490 | EOY |
Permanently Restricted Net Assets PermanentlyRestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 6773259 | BOY |
| EOY | 6985815 | EOY |
Total Net Assets Fund Balances TotalNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 20188830 | BOY |
| EOY | 22079981 | EOY |
Total Liab Net Assets Fund Balances TotalLiabNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 21055462 | BOY |
| EOY | 23225810 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Reconcilation Revenue Expenses | 1689320 | ReconcilationRevenueExpenses |
| Reconciliation Unrealized Invest | 201831 | ReconciliationUnrealizedInvest |
| Method Of Accounting Accrual | X | MethodOfAccountingAccrual |
| Accountant Compile Or Review | false | AccountantCompileOrReview |
| FS Audited | true | FSAudited |
FS Audited Basis FSAuditedBasis
| Field | Value | IRS element (for citing) |
|---|---|---|
| Financial Statement Separate | X | FinancialStatementSeparate |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Audit Committee | true | AuditCommittee |
| Federal Grant Audit Required | false | FederalGrantAuditRequired |
Schedule A IRS990ScheduleA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Publicly Supported Org170b1 Avi | X | PubliclySupportedOrg170b1Avi |
Gifts Grants Contrib Received170 GiftsGrantsContribReceived170
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 3692374 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 3802365 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 3167546 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 2798577 | CurrentTaxYearMinus1Year |
| Current Tax Year | 3390971 | CurrentTaxYear |
| Total | 16851833 | Total |
Tax Rev Levied For Org Benefit170 TaxRevLeviedForOrgBenefit170
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Value Srvc Fclts Furnished By Govt ValueSrvcFcltsFurnishedByGovt
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Total170 Total170
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 3692374 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 3802365 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 3167546 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 2798577 | CurrentTaxYearMinus1Year |
| Current Tax Year | 3390971 | CurrentTaxYear |
| Total | 16851833 | Total |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Amounts Subst Contributors Total | 4671370 | AmountsSubstContributorsTotal |
| Public Support Total170 | 12180463 | PublicSupportTotal170 |
Gross Investment Income170 GrossInvestmentIncome170
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 647115 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 605630 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 623462 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 694859 | CurrentTaxYearMinus1Year |
| Current Tax Year | 732209 | CurrentTaxYear |
| Total | 3303275 | Total |
Net UBI NetUBI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Other Income170 OtherIncome170
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 0 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 0 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 3850 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 750 | CurrentTaxYearMinus1Year |
| Current Tax Year | 31490 | CurrentTaxYear |
| Total | 36090 | Total |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Support | 20191198 | TotalSupport |
| Gross Receipts From Admissions Etc | 20956222 | GrossReceiptsFromAdmissionsEtc |
| Public Support Pertcentage170 | 0.60326 | PublicSupportPertcentage170 |
| Public Support Pertcent Prior Year | 0.66001 | PublicSupportPertcentPriorYear |
| Thirty Three Percnt Tests CY170 | X | ThirtyThreePercntTestsCY170 |
Schedule B IRS990ScheduleB
Contributor Info ContributorInfo
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor Number | RESTRICTED | ContributorNumber |
Contributor Name Business ContributorNameBusiness
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | RESTRICTED | BusinessNameLine1 |
Contributor Address US ContributorAddressUS
| 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) |
|---|---|---|
| Aggregate Contributions | RESTRICTED | AggregateContributions |
Schedule D IRS990ScheduleD
| Field | Value | IRS element (for citing) |
|---|---|---|
| Art Public Exhibition Amts | ArtPublicExhibitionAmts | |
| Held Works Of Art Amts | HeldWorksOfArtAmts |
Current Year CurrentYear
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Of Year Balance | 13050719 | BeginningOfYearBalance |
| Contributions | 762556 | Contributions |
| Investment Earnings Or Losses | 1774916 | InvestmentEarningsOrLosses |
| Grants Or Scholarships | 0 | GrantsOrScholarships |
| Other Expenditures | 1425566 | OtherExpenditures |
| End Of Year Balance | 14162625 | EndOfYearBalance |
Current Year Minus1 Year CurrentYearMinus1Year
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Of Year Balance | 12558427 | BeginningOfYearBalance |
| Contributions | 1213750 | Contributions |
| Investment Earnings Or Losses | -37148 | InvestmentEarningsOrLosses |
| Grants Or Scholarships | 0 | GrantsOrScholarships |
| Other Expenditures | 684310 | OtherExpenditures |
| End Of Year Balance | 13050719 | EndOfYearBalance |
Current Year Minus2 Years CurrentYearMinus2Years
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Of Year Balance | 9918141 | BeginningOfYearBalance |
| Contributions | 671355 | Contributions |
| Investment Earnings Or Losses | 2598187 | InvestmentEarningsOrLosses |
| Grants Or Scholarships | 0 | GrantsOrScholarships |
| Other Expenditures | 629256 | OtherExpenditures |
| Administrative Expenses | 0 | AdministrativeExpenses |
| End Of Year Balance | 12558427 | EndOfYearBalance |
Current Year Minus3 Years CurrentYearMinus3Years
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Of Year Balance | 9150447 | BeginningOfYearBalance |
| Contributions | 250000 | Contributions |
| Investment Earnings Or Losses | 1269817 | InvestmentEarningsOrLosses |
| Grants Or Scholarships | 0 | GrantsOrScholarships |
| Other Expenditures | 752123 | OtherExpenditures |
| Administrative Expenses | 0 | AdministrativeExpenses |
| End Of Year Balance | 9918141 | EndOfYearBalance |
Current Year Minus4 Years CurrentYearMinus4Years
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Of Year Balance | 11520257 | BeginningOfYearBalance |
| Investment Earnings Or Losses | -1571624 | InvestmentEarningsOrLosses |
| Grants Or Scholarships | 0 | GrantsOrScholarships |
| Other Expenditures | 798196 | OtherExpenditures |
| Administrative Expenses | 0 | AdministrativeExpenses |
| End Of Year Balance | 9150437 | EndOfYearBalance |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Board Designated EOY Balance | 0.29882 | BoardDesignatedEOYBalance |
| Permanent Endowment EOY Balance | 0.49326 | PermanentEndowmentEOYBalance |
| Term Endowment EOY Balance | 0.20792 | TermEndowmentEOYBalance |
| Endowments Held By Unrelated Orgs | false | EndowmentsHeldByUnrelatedOrgs |
| Endowments Held By Related Orgs | false | EndowmentsHeldByRelatedOrgs |
Land Land
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 1909350 | OtherCostOrOtherBasis |
| Book Value | 1909350 | BookValue |
Buildings Buildings
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 3869747 | OtherCostOrOtherBasis |
| Depreciation | 2147573 | Depreciation |
| Book Value | 1722174 | BookValue |
Leasehold Improvements LeaseholdImprovements
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 2058476 | OtherCostOrOtherBasis |
| Depreciation | 1446082 | Depreciation |
| Book Value | 612394 | BookValue |
Equipment Equipment
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 3333891 | OtherCostOrOtherBasis |
| Depreciation | 2051819 | Depreciation |
| Book Value | 1282072 | BookValue |
Other Land Buildings OtherLandBuildings
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 0 | OtherCostOrOtherBasis |
| Depreciation | 0 | Depreciation |
| Book Value | 0 | BookValue |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Of Book Value Land Buildings | 5525990 | TotalOfBookValueLandBuildings |
| Financial Derivatives | FinancialDerivatives | |
| Closely Held Equity Interests | CloselyHeldEquityInterests |
Other Securities OtherSecurities (2 entries)
| DescriptionDescription | Book ValueBookValue | Method Of ValuationMethodOfValuation |
|---|---|---|
| COMMON TRUST FUND | 16031026 | F |
| GOVERNMENT SECURITIES | 134204 | F |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Of Book Value Securities | 16165230 | TotalOfBookValueSecurities |
| Federal Income Tax Liability | 0 | FederalIncomeTaxLiability |
Other Liabilities OtherLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description | SEMINAR DEPOSITS | Description |
| Amount | $57,369 | Amount |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Of Amounts | 57369 | TotalOfAmounts |
| Footnote In Part XIII | X | FootnoteInPartXIII |
| Tot Revenue Etc Audited Fincl Stmt | 9586029 | TotRevenueEtcAuditedFinclStmt |
| Net Unrealized Gains Investments | 201831 | NetUnrealizedGainsInvestments |
| Donated Srvc And Use Of Facilities | 21421 | DonatedSrvcAndUseOfFacilities |
| Other Revenues | 216430 | OtherRevenues |
| Revenue Not Rptd F990 | 439682 | RevenueNotRptdF990 |
| Revenue Subtotal | 9146347 | RevenueSubtotal |
| Investment Expenses Not Included | 107104 | InvestmentExpensesNotIncluded |
| Other Revenues Not Included | -111510 | OtherRevenuesNotIncluded |
| Revenue Not Rptd On Fin Stmt | -4406 | RevenueNotRptdOnFinStmt |
| Total Revenue Per Form990 | 9141941 | TotalRevenuePerForm990 |
| Tot Expenses Etc Audited Fincl Stmt | 7694878 | TotExpensesEtcAuditedFinclStmt |
| Donated Services Use Of Facilities | 21421 | DonatedServicesUseOfFacilities |
| Other Expenses Included | 216430 | OtherExpensesIncluded |
| Expenses Not Rptd F990 | 237851 | ExpensesNotRptdF990 |
| Expenses Subtotal | 7457027 | ExpensesSubtotal |
| Investment Expenses Not Included2 | 107104 | InvestmentExpensesNotIncluded2 |
| Other Expenses Not Included | -111510 | OtherExpensesNotIncluded |
| Expenses Not Rptd On Fin Stmt | -4406 | ExpensesNotRptdOnFinStmt |
| Total Expenses Per Form990 | 7452621 | TotalExpensesPerForm990 |
Form990 Schedule D Part XIII Form990ScheduleDPartXIII (4 entries)
| IdentifierIdentifier | Return ReferenceReturnReference | ExplanationExplanation |
|---|---|---|
| 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, 2013 and 2012, 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 2010. |
| RECONCILIATION OF REVENUE | SCHEDULE D, PART XI, LINE 2(D) & Line 4(B): | $216,430 RENTAL EXPENSES PRESENTED NET WITH RENTAL INCOME ($111,510) Fundraising Dinner Expenses presented net with Fundraising Revenue |
| RECONCILIATION OF EXPENSES | SCHEDULE D, PART XII, LINE 2(D) & 4(B): | $216,430 RENTAL EXPENSES PRESENTED NET WITH RENTAL INCOME ($111,510) Fundraising Dinner Expenses presented net with Fundraising Revenue |
Schedule G IRS990ScheduleG
Events Information EventsInformation
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Of Event1 | Dinner | NameOfEvent1 |
| Gross Receipts Event1 | 325809 | GrossReceiptsEvent1 |
| Charitable Contributions Event1 | 295819 | CharitableContributionsEvent1 |
| Gross Revenue Event1 | 29990 | GrossRevenueEvent1 |
| Rent Facility Costs Event1 | 21956 | RentFacilityCostsEvent1 |
| Food And Beverage Event1 | 29990 | FoodAndBeverageEvent1 |
| Entertainment Event1 | 13903 | EntertainmentEvent1 |
| Other Direct Expenses Event1 | 45661 | OtherDirectExpensesEvent1 |
| Gross Receipts Event2 | 0 | GrossReceiptsEvent2 |
| Gross Revenue Event2 | 0 | GrossRevenueEvent2 |
| Total Number Of Other Events | 0 | TotalNumberOfOtherEvents |
| Gross Receipts Other Events | 0 | GrossReceiptsOtherEvents |
| Gross Revenue Other Events | 0 | GrossRevenueOtherEvents |
| Gross Receipts Total | 325809 | GrossReceiptsTotal |
| Charitable Contributions Total | 295819 | CharitableContributionsTotal |
| Gross Revenue Total Events | 29990 | GrossRevenueTotalEvents |
| Rent Facility Costs Total Events | 21956 | RentFacilityCostsTotalEvents |
| Food And Beverage Total Events | 29990 | FoodAndBeverageTotalEvents |
| Entertainment Total Events | 13903 | EntertainmentTotalEvents |
| Other Direct Expenses Total Events | 45661 | OtherDirectExpensesTotalEvents |
| Direct Expense Summary Events | 111510 | DirectExpenseSummaryEvents |
| Net Income Summary | -81520 | NetIncomeSummary |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Explanation If No | raffle during the year. | ExplanationIfNo |
Address Of Gaming Rec Keeper US AddressOfGamingRecKeeperUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 12220 PRESTON ROAD | AddressLine1 |
| City | DALLAS | City |
| State | TX | State |
| ZIP Code | 75230 | ZIPCode |
Form990 Schedule G Part IV Form990ScheduleGPartIV
| Field | Value | IRS element (for citing) |
|---|---|---|
| Identifier | COMPENSATION OF PROFESSIONAL FUNDRAISERS | Identifier |
| Return Reference | SCHEDULE G, PART II | ReturnReference |
| Explanation | The gross receipts reported for Line 1 include only the receipts collected during the fiscal year July 1, 2012 through June 30, 2013. Receipts collected for the dinner event across two years totals $440,235. After including the $114,425 of receipts accounted for in a previous year, the fundraising dinner net income totals $32,905 rather than a loss of ($81,520). | Explanation |
Schedule I IRS990ScheduleI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Records Maintained | true | RecordsMaintained |
Recipient Table RecipientTable (3 entries)
| Address Line1AddressUS/AddressLine1 | CityAddressUS/City | StateAddressUS/State | ZIP CodeAddressUS/ZIPCode | IRC SectionIRCSection | Amount Of Non Cash AssistanceAmountOfNonCashAssistance | Method Of ValuationMethodOfValuation | Description Of Non Cash AssistanceDescriptionOfNonCashAssistance | Purpose Of GrantPurposeOfGrant | EIN Of RecipientEINOfRecipient | Amount Of Cash GrantAmountOfCashGrant |
|---|---|---|---|---|---|---|---|---|---|---|
| NFL PLAY 60 FITNESSGRAM | ||||||||||
| 12330 PRESTON ROAD | DALLAS | TX | 75230 | N/A | 31906 | FMV | HEALTH KITS | HEALTH KITS AND SOFTWARES | ||
| UNITED WAY HEALTHY ZONE SCHOOL PROGRAM | ||||||||||
| 12330 PRESTON ROAD | DALLAS | TX | 75230 | N/A | 104159 | FMV | HEALTH EQUIP | HEALTH RELATED EQUIPMENTS & PROMOTIONS | ||
| UNIVERSITY OF NORTH TEXAS | ||||||||||
| 1155 UNION CIRCLE 311277 | DENTON | TX | 76203 | N/A | FMV | N/A | MEDICAL RESEARCH | 756002149 | 18521 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Nbr Of501 C3 And Govt Grants | 0 | TotalNbrOf501C3AndGovtGrants |
| Total Nbr Of Other Organizations | 3 | TotalNbrOfOtherOrganizations |
Form990 Schedule I Part IV Form990ScheduleIPartIV
| Field | Value | IRS element (for citing) |
|---|---|---|
| Identifier | MONITORING THE USE OF GRANT FUNDS | Identifier |
| Return Reference | SCHEDULE I, PART I, LINE 2: | ReturnReference |
| Explanation | 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. | Explanation |
Schedule J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| Written Employment Contract | X | WrittenEmploymentContract |
| Compensation Survey | X | CompensationSurvey |
| Board Or Committee Approval | X | BoardOrCommitteeApproval |
| Severance Payment | false | SeverancePayment |
| Supplemental Nonqual Retire Plan | false | SupplementalNonqualRetirePlan |
| Equity Based Comp Arrangement | false | EquityBasedCompArrangement |
| Comp Based On Revenue Of Filing Org | false | CompBasedOnRevenueOfFilingOrg |
| Comp Based On Revenue Related Orgs | false | CompBasedOnRevenueRelatedOrgs |
| Comp Based Net Earnings Filing Org | false | CompBasedNetEarningsFilingOrg |
| Comp Based Net Earnings Relate Orgs | false | CompBasedNetEarningsRelateOrgs |
| Any Non Fixed Payments | false | AnyNonFixedPayments |
| Initial Contract Exception | false | InitialContractException |
Form990 Schedule J Part II Form990ScheduleJPartII (2 entries)
| TitleTitle | Base Compensation Filing OrgBaseCompensationFilingOrg | Comp Based On Related OrgsCompBasedOnRelatedOrgs | Bonus Filing OrgBonusFilingOrg | Bonus Related OrgsBonusRelatedOrgs | Other Compensation Filing OrgOtherCompensationFilingOrg | Other Compensation Related OrgsOtherCompensationRelatedOrgs | Deferred Comp Filing OrgDeferredCompFilingOrg | Deferred Comp Related OrgsDeferredCompRelatedOrgs | Nontaxable Benefits Filing OrgNontaxableBenefitsFilingOrg | Nontaxable Benefits Related OrgsNontaxableBenefitsRelatedOrgs | Total Compensation Filing OrgTotalCompensationFilingOrg | Total Compensation Related OrgsTotalCompensationRelatedOrgs | Comp Report Prior990 Filing OrgCompReportPrior990FilingOrg | Comp Report Prior990 Related OrgsCompReportPrior990RelatedOrgs |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| LAURA DEFINA | ||||||||||||||
| MEDICAL DIRECTOR | 213056 | 0 | 1800 | 0 | 16464 | 0 | 19200 | 0 | 13939 | 0 | 264459 | 0 | 0 | 0 |
| SUSAN CAMPBELL PRESIDENT | ||||||||||||||
| CHIEF MISSION OFFICER | 151939 | 0 | 7800 | 0 | 10738 | 0 | 13030 | 0 | 11476 | 0 | 194983 | 0 | 0 | 0 |
Schedule L IRS990ScheduleL
Form990 Schedule L Part IV Form990ScheduleLPartIV (4 entries)
| RelationshipRelationship | Amount Of TransactionAmountOfTransaction | Description Of TransactionDescriptionOfTransaction | Sharing Of RevenuesSharingOfRevenues |
|---|---|---|---|
| COOPER CLINIC | |||
| SEE PART V | 35900 | MEDICAL SERVICES AND RESEARCH | false |
| COOPER CLINIC | |||
| SEE PART V | 283100 | LEASING SPACES AND CONSULTING | false |
| WESTWOOD HOLDINGS GROUP | |||
| SEE PART V | 107104 | INVESTMENT MANAGEMENT FEES | false |
| DELL INC | |||
| SEE PART V | 181427 | COMPUTER EQUIPMENT | false |
Form990 Schedule L Part V Form990ScheduleLPartV
| Field | Value | IRS element (for citing) |
|---|---|---|
| Identifier | BUSINESS TRANSACTIONS INVOLVING INTERESTED PARTIES | Identifier |
| Return Reference | SCHEDULE L, PART IV, LINES 1 AND 2: | ReturnReference |
| Explanation | 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 AND 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 which totaled $181,427. | Explanation |
Schedule O IRS990ScheduleO
General Explanation GeneralExplanation (6 entries)
| IdentifierIdentifier | Return ReferenceReturnReference | ExplanationExplanation |
|---|---|---|
| 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(B): | THE AUDIT COMMITTEE REVIEWS 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. |
| Changes to Bylaws | Form 990, Part VI, Section A, Line 4 | The organization amended its bylaws to increase the maximum number of Board trustees and to insert the option to e-mail notice of meetings in addition to faxing notice of meetings. |
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