2013-01-30T08:31:10-06:00 2012-06-30 LANE GORMAN TRUBITT PLLC 2626 HOWELL STREET SUITE 700 DALLAS TX 752044064 990 2011-07-01 237075529 THE COOPER INSTITUTE % MARK DONOVAN COOP 9723413200 12330 PRESTON ROAD DALLAS TX 752302237 JOHN HARPER 2013-01-25 true James R Smith 2148717500 2011 2016-02-25 16:41:14Z JOHN HARPER CFO 12330 PRESTON ROAD DALLAS TX 752302237 9837599 false X WWW.COOPERINSTITUTE.ORG X 1970 TX 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. 23 21 62 35 0 3167546 2798557 5139152 4481447 1059961 724237 15 84095 9366674 8088336 134702 327890 0 0 4277694 4259524 33000 0 190160 3058553 3031315 7503949 7618729 1862725 469607 21897290 21055462 1494249 866632 20403041 20188830 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. false false 1861088 70316 136086 RESEARCH ACTIVITIES - EPIDEMIOLOGY & CLINICAL APPLICATIONS 2609393 2089383 CONTINUING EDUCATION - DISSEMINATION OF PHYSICAL FITNESS AND HEALTH PROMOTION CONCEPTS AND THEIR PRACTICAL APPLICATIONS 1586694 257574 2255978 Youth Fitness Education - Promotion and Dissemination of physical activity and nutrition concepts for childhood and adolescent health. 6057175 true true false false false false false false false true true true false false true true true false false false false false false false false false false true false true false false false false false true false true false false false false false false false false false false true 47 0 true 62 true false false false false false true true false false false false false false false X 23 21 true false false false false false false true true false false false true true true true true true true false X X MARK DONOVAN 9723413200 12330 PRESTON ROAD DALLAS TX 752302237 KENNETH H COOPER MD 2.0 X X 0 0 FREDERICK R MEYER 30.0 X X 1581 0 NEIL O'BRIEN 2.0 X X 2121 0 ARTHUR BLANK 1.0 X 2821 0 LESTER M ALBERTHAL JR 1.0 X 0 0 ELMER DOTY 1.0 X 1894 0 DAVID GLASS 1.0 X 4082 0 JAMES KEYES 1.0 X 1253 0 RAY HUNT 1.0 X 2379 0 JEANNE PHILLIPS 1.0 X 0 0 ROGER STAUBACH 1.0 X 0 0 DRAYTON MCLANE JR 1.0 X 1826 0 NINA RADFORD MD 2.0 X 0 0 TEDD MITCHELL MD 2.0 X X 0 0 ROBERT PALMER 1.0 X 1742 0 EDUARDO SANCHEZ 1.0 X 0 0 SUSAN DELL 1.0 X 0 0 JOSEPH GOLDSTEIN MD 1.0 X 0 0 MIKE HUCKABEE 1.0 X 0 0 STEVE REINEMUND 1.0 X 0 0 LOUIS SULLIVAN MD 1.0 X 0 0 CHARLES ANDERSON 1.0 X 1216 0 BRIAN CASEY 1.0 X 0 0 SUSAN CAMPBELL 40.0 X 156885 0 23006 JOHN HARPER 20.0 X 99685 0 2437 MELBA MORROW 40.0 X 116505 0 16512 LAURA DEFINA 40.0 X 229220 0 29924 STEVE FARRELL 40.0 X 94760 0 19497 MARILU MEREDITH 40.0 X 120004 0 18632 CONNIE TYNE 40.0 X 106488 0 16301 BEN WILLIS 40.0 X 109360 0 14778 1053822 0 141087 6 false true false ROCKFISH INTERACTIVE INC 701 HORSEBARN RD SUITE 200 ROGERS AR 72758 WEBSITE DESIGN 173362 CONTROLLED CHAOS MEDIA LLC 1130 DRAGON STREET SUITE 180 DALLAS TX 75207 GAME DESIGN 140000 IOWA STATE UNIVERSITY 3609 ADMINISTRATIVE SERVICE BLDG AMES IA 50011 PROGRAM VALUATION 123190 3 445564 2352993 2798557 CONTINUING EDUCATION & CERTIFICATION 611430 2089383 2089383 EPIDEMIOLOGY & CLINICAL APPLICATION 541700 136086 136086 YOUTH FITNESS EDUCATION 611710 2255978 2255978 4481447 403355 403355 0 41898 41898 249606 208159 41447 41447 41447 1861986 1541104 320882 320882 320882 0 0 0 OTHER SERVICE REVENUE 900099 750 750 750 8088336 4482197 807582 327890 327890 0 0 0 708258 525803 166232 16223 0 2792361 2239011 454211 99139 196846 145991 43339 7516 299138 228327 61745 9066 262921 206088 48064 8769 0 8651 6596 2055 67700 18450 49250 0 0 82949 82949 310020 202787 95150 12083 222463 214478 7985 368595 281131 81919 5545 0 0 117231 111174 3160 2897 127441 127051 367 23 0 0 0 0 498118 428579 65764 3775 71017 15737 55280 CONTRACT SERVICES 751378 733616 17762 0 EQUIPMENT-RENTAL AND REPAIRS 265756 175815 82071 7870 OTHER EXPENSES 110419 51342 41922 17155 STAFF EXPENSES 29577 17309 12169 99 7618729 6057175 1371394 190160 392732 131749 0 0 0 0 928650 594773 0 0 0 0 0 0 37152 35185 128442 149510 10942507 5084708 6221509 5857799 0 0 14188805 14191446 0 0 0 0 0 95000 21897290 21055462 780007 300446 0 0 612512 497169 0 0 0 0 0 0 0 0 0 0 101730 69017 1494249 866632 X 11010310 10258423 3333222 3157148 6059509 6773259 20403041 20188830 21897290 21055462 X 469607 -683818 X false true true X false X 3137880 3692374 3802365 3167546 2798577 16598742 3137880 3692374 3802365 3167546 2798577 16598742 3313086 13285656 955196 647115 605630 623462 694859 3526262 0 0 0 3850 750 4600 20129604 15721530 0.66001 0.70050 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 12558427 1213750 -37148 684310 13050719 9918141 671355 2598187 0 629256 0 12558427 9150447 250000 1269817 0 752123 0 9918141 11520257 -1571624 0 798196 0 9150437 0.31726 0.51899 0.16374 false false 1909350 1909350 3869747 2029679 1840068 2044147 1347375 696772 3119263 1707654 1411609 0 0 0 5857799 COMMON TRUST FUND 14025815 F GOVERNMENT SECURITIES 165631 F 14191446 0 SEMINAR DEPOSITS 69017 69017 8088336 7618729 469607 -683818 -683818 -214211 7529728 -683818 19387 208159 -456272 7986000 102336 102336 8088336 7743939 19387 208159 227546 7516393 102336 102336 7618729 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, 2012 and 2011, 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 2009. OTHER ADJUSTMENTS SCHEDULE D, PART XII, LINE 2(D): $208,159 RECLASS OF RENTAL EXPENSES OTHER ADJUSTMENTS SCHEDULE D, PART XIII, LINE 2(D): $208,159 RECLASS OF RENTAL EXPENSES true NFL PLAY 60 FITNESSGRAM 12330 PRESTON ROAD DALLAS TX 75230 N/A 222014 FMV HEALTH KITS HEALTH KITS AND SOFTWARES UNITED WAY HEALTHY ZONE SCHOOL PROGRAM 12330 PRESTON ROAD DALLAS TX 75230 N/A 30560 FMV HEALTH EQUIP HEALTH RELATED EQUIPMENTS & PROMOTIONS TEXAS WOMAN'S UNIVERSITY 304 ADMINISTRATION DRIVE DENTON TX 76204 756002618 501(C)(3) 9844 FMV N/A MEDICAL RESEARCH UNIVERSITY OF NORTH TEXAS 1155 UNION CIRCLE 311277 DENTON TX 76203 756002149 N/A 54171 FMV N/A MEDICAL RESEARCH UT SOUTHWESTERN MEDICAL CENTER 5323 HARRY HINES BLVD DALLAS TX 75390 756002868 115(1) 6301 FMV N/A MEDICAL RESEARCH 1 4 MONITORING THE USE OF GRANT FUNDS SCHEDULE I, PART I, LINE 2: THE ORGANIZATION PROVIDES FUNDING TO UNIVERSITIES AS SUBRECIPIENTS IN ITS FEDERAL AWARD PROGRAMS. THE ORGANIZATION MONITORS THE USE OF GRANT FUNDS THROUGH THE REVIEW OF INVOICES SUBMITTED BY THE SUBRECIPIENTS AND THROUGH OTHER MONITORING PROCEDURES IN ACCORDANCE WITH OMB CIRCULAR A-133, INCLUDING REVIEW OF SUBRECIPIENT SINGLE AUDITS, AS APPLICABLE. THE ORGANIZATION PROVIDES FUNDS FOR SPECIFIC ACTIVITIES, INCLUDING NON-CASH ASSISTANCE IN THE FORM OF PEDOMETERS, PLAYGROUND EQUIPMENT AND GYM EQUIPMENT, AS APPLICABLE, TO VARIOUS DALLAS AREA SCHOOLS AND PHYSICAL ACTIVITY TRACKING SOFTWARE FOR 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. X X X false false false false false false false false false SUSAN CAMPBELL 141789 0 5000 0 10096 0 12173 0 10833 0 179891 0 0 0 LAURA DEFINA 212428 0 300 0 16492 0 19200 0 10724 0 259144 0 0 0 COOPER CLINIC SEE PART V 121900 MEDICAL SERVICES AND RESEARCH false COOPER CLINIC SEE PART V 283100 LEASING AND MEDICAL SUPPLIES false WESTWOOD HOLDINGS GROUP SEE PART V 96887 INVESTMENT MANAGEMENT FEES false BUSINESS TRANSACTIONS INVOLVING INTERESTED PARTIES 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. 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. 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 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. OTHER CHANGES IN NET ASSETS FORM 990, PART XI, LINE 5: $683,818 - UNREALIZED LOSS ON INVESTMENTS