THE COOPER INSTITUTE: Form 990, tax year 2010
View the entire original 990 at ProPublica ↗
- Organization
- THE COOPER INSTITUTE (EIN 23-7075529)
- Tax period
- 2010-07-01 to 2011-06-30
- Filed
- 2012-05-03
- IRS object ID
- 201231249349300818
- Schema version
- 2010v3.7
- 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 | 2012-05-03T12:50:19-04:00 | Timestamp |
| Tax Period End Date | 2011-06-30 | 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 | 2010-07-01 | 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) |
|---|---|---|
| Name Control | COOP | NameControl |
| Phone | 9723413200 | Phone |
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 |
Officer Officer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | JOHN HARPER | Name |
| Title | CFO | Title |
| Date Signed | 2012-05-01 | DateSigned |
Preparer Preparer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | James R Smith | Name |
| Phone | 2148717500 | Phone |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax Year | 2010 | TaxYear |
| Build TS | 2016-02-24 21:20:13Z | 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 | 9920207 | 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 | 21 | NbrVotingMembersGoverningBody |
| Nbr Independent Voting Members | 19 | NbrIndependentVotingMembers |
| Total Nbr Employees | 67 | TotalNbrEmployees |
| Total Nbr Volunteers | 32 | TotalNbrVolunteers |
| Total Gross UBI | 0 | TotalGrossUBI |
| Net Unrelated Business Txbl Income | 0 | NetUnrelatedBusinessTxblIncome |
| Contributions Grants Prior Year | 3802365 | ContributionsGrantsPriorYear |
| Contributions Grants Current Year | 3167546 | ContributionsGrantsCurrentYear |
| Program Service Revenue Prior Year | 3359863 | ProgramServiceRevenuePriorYear |
| Program Service Revenue CY | 5139152 | ProgramServiceRevenueCY |
| Investment Income Prior Year | 1348521 | InvestmentIncomePriorYear |
| Investment Income Current Year | 1059961 | InvestmentIncomeCurrentYear |
| Other Revenue Prior Year | 12476 | OtherRevenuePriorYear |
| Other Revenue Current Year | 15 | OtherRevenueCurrentYear |
| Total Revenue Prior Year | 8523225 | TotalRevenuePriorYear |
| Total Revenue Current Year | 9366674 | TotalRevenueCurrentYear |
| Grants And Similar Amnts Prior Year | 241744 | GrantsAndSimilarAmntsPriorYear |
| Grants And Similar Amnts CY | 134702 | GrantsAndSimilarAmntsCY |
| Benefits Paid To Members Prior Year | 0 | BenefitsPaidToMembersPriorYear |
| Benefits Paid To Members CY | 0 | BenefitsPaidToMembersCY |
| Salaries Etc Prior Year | 4821415 | SalariesEtcPriorYear |
| Salaries Etc Current Year | 4277694 | SalariesEtcCurrentYear |
| Total Prof Fundrsng Exp Prior Year | 47500 | TotalProfFundrsngExpPriorYear |
| Total Prof Fundrsng Exp CY | 33000 | TotalProfFundrsngExpCY |
| Total Fundrsng Exp Current Year | 259745 | TotalFundrsngExpCurrentYear |
| Other Expense Prior Year | 2349359 | OtherExpensePriorYear |
| Other Expenses Current Year | 3058553 | OtherExpensesCurrentYear |
| Total Expenses Prior Year | 7460018 | TotalExpensesPriorYear |
| Total Expenses Current Year | 7503949 | TotalExpensesCurrentYear |
| Revenues Less Expenses Prior Year | 1063207 | RevenuesLessExpensesPriorYear |
| Revenues Less Expenses CY | 1862725 | RevenuesLessExpensesCY |
| Total Assets BOY | 17819705 | TotalAssetsBOY |
| Total Assets EOY | 21897290 | TotalAssetsEOY |
| Total Liabilities BOY | 893133 | TotalLiabilitiesBOY |
| Total Liabilities EOY | 1494249 | TotalLiabilitiesEOY |
| Net Assets Or Fund Balances BOY | 16926572 | NetAssetsOrFundBalancesBOY |
| Net Assets Or Fund Balances EOY | 20403041 | 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 | 2151950 | Expense |
| Revenue | 82805 | Revenue |
| Description | RESEARCH ACTIVITIES - EPIDEMIOLOGY & CLINICAL APPLICATIONS | Description |
Activity2 Activity2
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | 2168330 | Expense |
| Revenue | 1971360 | 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 | 1437521 | Expense |
| Revenue | 3084987 | 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 | 5757801 | TotalProgramServiceExpense |
| Described In501 C3 | true | DescribedIn501C3 |
| Schedule B Required | true | ScheduleBRequired |
| Political Activities | false | PoliticalActivities |
| Lobbying Activities | false | LobbyingActivities |
| 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 | true | 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 | true | BsnssRltnshpWithOrganization |
| Bsnss Rltnshp Thru Family Member | true | 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 |
| Transaction Related Entity | false | TransactionRelatedEntity |
| Transfers To Exempt Non Chrtbl Org | false | TransfersToExemptNonChrtblOrg |
| Activities Conducted Partnership | false | ActivitiesConductedPartnership |
| Schedule O Required | true | ScheduleORequired |
| Number Forms Transmitted With1096 | 50 | NumberFormsTransmittedWith1096 |
| Number W2 G Included | 0 | NumberW2GIncluded |
| Compliance With Backup Witholding | true | ComplianceWithBackupWitholding |
| Number Of Employees | 67 | 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 |
| Excess Business Holdings | false | ExcessBusinessHoldings |
| Taxable Distributions | false | TaxableDistributions |
| Distribution To Donor | false | DistributionToDonor |
| Indoor Tanning Services | false | IndoorTanningServices |
| Info In Schedule O Part VI | X | InfoInScheduleOPartVI |
| Nbr Voting Governing Body Members | 21 | NbrVotingGoverningBodyMembers |
| Number Independent Voting Members | 19 | NumberIndependentVotingMembers |
| Family Or Business Relationship | true | FamilyOrBusinessRelationship |
| Delegation Of Management Duties | false | DelegationOfManagementDuties |
| Changes To Organizing Docs | false | 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 |
| Other Website | X | OtherWebsite |
| 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 |
Form990 Part VII Section A Form990PartVIISectionA (29 entries)
| TitleTitle | Average Hours Per WeekAverageHoursPerWeek | Individual Trustee Or DirectorIndividualTrusteeOrDirector | OfficerOfficer | Reportable Comp From OrganizationReportableCompFromOrganization | Reportable Comp From Related OrgsReportableCompFromRelatedOrgs | Other CompensationOtherCompensation | Highest Compensated EmployeeHighestCompensatedEmployee |
|---|---|---|---|---|---|---|---|
| KENNETH H COOPER MD | |||||||
| CHAIRMAN | 2.0 | X | X | 0 | 0 | 0 | |
| FREDERICK R MEYER | |||||||
| VICE-CHAIRMAN/CEO | 30.0 | X | X | 1428 | 0 | 0 | |
| NEIL O'BRIEN | |||||||
| SECRETARY | 2.0 | X | X | 2740 | 0 | 0 | |
| ARTHUR BLANK | |||||||
| TRUSTEE | 1.0 | X | 3713 | 0 | 0 | ||
| LESTER M ALBERTHAL JR | |||||||
| TRUSTEE | 1.0 | X | 1905 | 0 | 0 | ||
| ELMER DOTY | |||||||
| TRUSTEE | 1.0 | X | 5270 | 0 | 0 | ||
| DAVID GLASS | |||||||
| TRUSTEE | 1.0 | X | 0 | 0 | 0 | ||
| JAMES KEYES | |||||||
| TRUSTEE | 1.0 | X | 0 | 0 | 0 | ||
| RAY HUNT | |||||||
| TRUSTEE | 1.0 | X | 1850 | 0 | 0 | ||
| JEANNE PHILLIPS | |||||||
| TRUSTEE | 1.0 | X | 0 | 0 | 0 | ||
| ROGER STAUBACH | |||||||
| TRUSTEE | 1.0 | X | 1879 | 0 | 0 | ||
| DRAYTON MCLANE JR | |||||||
| TRUSTEE | 1.0 | X | 3195 | 0 | 0 | ||
| NINA RADFORD MD | |||||||
| TRUSTEE | 2.0 | X | 0 | 0 | 0 | ||
| TEDD MITCHELL | |||||||
| TRUSTEE | 2.0 | X | 0 | 0 | 0 | ||
| ROBERT PALMER | |||||||
| TRUSTEE | 1.0 | X | 1645 | 0 | 0 | ||
| EDUARDO SANCHEZ | |||||||
| TRUSTEE | 1.0 | X | 0 | 0 | 0 | ||
| SUSAN DELL | |||||||
| TRUSTEE | 1.0 | X | 1854 | 0 | 0 | ||
| JOSEPH GOLDSTEIN MD | |||||||
| TRUSTEE | 1.0 | X | 0 | 0 | 0 | ||
| MIKE HUCKABEE | |||||||
| TRUSTEE | 1.0 | X | 0 | 0 | 0 | ||
| STEVE REINEMUND | |||||||
| TRUSTEE | 1.0 | X | 0 | 0 | 0 | ||
| LOUIS SULLIVAN MD | |||||||
| TRUSTEE | 1.0 | X | 0 | 0 | 0 | ||
| SUSAN CAMPBELL | |||||||
| EXECUTIVE VP | 40.0 | X | 153438 | 0 | 22417 | ||
| JOHN HARPER | |||||||
| CHIEF FINANCIAL OFFICER | 20.0 | X | 99270 | 0 | 0 | ||
| MELBA MORROW | |||||||
| VP RESEARCH | 40.0 | X | 117915 | 0 | 16355 | ||
| LAURA DEFINA | |||||||
| MEDICAL DIRECTOR | 40.0 | 230220 | 0 | 20057 | X | ||
| MARILU MEREDITH | |||||||
| DIRECTOR EDUCATIONAL OP. | 40.0 | 116867 | 0 | 15884 | X | ||
| CHARLES STERLING | |||||||
| FITNESSGRAM CHAIRMAN | 40.0 | 149746 | 0 | 22817 | X | ||
| CONNIE TYNE | |||||||
| DIRECTOR OF EXTERNAL AFFAIRS | 40.0 | 105565 | 0 | 8050 | X | ||
| BEN WILLIS | |||||||
| EPIDEMIOLOGIST | 40.0 | 108500 | 0 | 14516 | X | ||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | 1107000 | TotalReportableCompFromOrg |
| Total Reportable Comp Frm Rltd Orgs | 0 | TotalReportableCompFrmRltdOrgs |
| Total Other Compensation | 120096 | TotalOtherCompensation |
| Number Individuals GT100 K | 7 | NumberIndividualsGT100K |
| Formers Listed | false | FormersListed |
| Total Comp GT150 K | true | TotalCompGT150K |
| Compensation From Other Sources | false | CompensationFromOtherSources |
Contractor Compensation ContractorCompensation (3 entries)
| Address Line1AddressOfContractor/AddressUS/AddressLine1 | CityAddressOfContractor/AddressUS/City | StateAddressOfContractor/AddressUS/State | ZIP CodeAddressOfContractor/AddressUS/ZIPCode | Description Of ServicesDescriptionOfServices | CompensationCompensation |
|---|---|---|---|---|---|
| HUMAN KINETICS | |||||
| 1607 NORTH MARKET STREET | CHAMPAIGN | IL | 61825 | FITNESS SERVICES | 186867 |
| ROCKFISH INTERACTIVE INC | |||||
| 62491 COLLECTIONS CENTER DRIVE | CHICAGO | IL | 60693 | WEBSITE DESIGN | 299419 |
| CONTROLLED CHAOS MEDIA LLC | |||||
| 1130 DRAGON STREET 180 | DALLAS | TX | 75207 | GAME DESIGN | 213000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Number Of Contractors GT100 K | 3 | NumberOfContractorsGT100K |
| Fundraising Events | 170408 | FundraisingEvents |
| Government Grants | 677759 | GovernmentGrants |
| All Other Contributions | 2319379 | AllOtherContributions |
| Noncash Contributions | 2625 | NoncashContributions |
| Total Contributions | 3167546 | TotalContributions |
Program Service Revenue ProgramServiceRevenue (3 entries)
| DescriptionDescription | Business CodeBusinessCode | Total Revenue ColumnTotalRevenueColumn | Related Or Exempt Function IncomeRelatedOrExemptFunctionIncome |
|---|---|---|---|
| CONTINUING EDUCATION & CERTIFICATION | 611430 | 1971360 | 1971360 |
| EPIDEMIOLOGY & CLINICAL APPLICATION | 624100 | 82805 | 82805 |
| YOUTH FITNESS EDUCATION | 611710 | 3084987 | 3084987 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | 5139152 | TotalProgramServiceRevenue |
Investment Income InvestmentIncome
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 373864 | TotalRevenueColumn |
| Exclusion | $373,864 | 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 | 0 | TotalRevenueColumn |
Gross Rents GrossRents
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | 249598 | Real |
Less Rental Expenses LessRentalExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | 215008 | Real |
Rental Income Or Loss RentalIncomeOrLoss
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | 34590 | Real |
Net Rental Income Or Loss NetRentalIncomeOrLoss
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 34590 | TotalRevenueColumn |
| Exclusion | $34,590 | ExclusionAmount |
Gross Amount Sales Assets GrossAmountSalesAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | 968308 | Securities |
Less Cost Oth Basis Sales Expenses LessCostOthBasisSalesExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | 282211 | Securities |
Gain Or Loss GainOrLoss
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | 686097 | Securities |
Net Gain Or Loss Investments NetGainOrLossInvestments
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 686097 | TotalRevenueColumn |
| Exclusion | $686,097 | ExclusionAmount |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Income Fundraising Events | 11552 | GrossIncomeFundraisingEvents |
| Cntrbtns Rprtd Fundraising Events | 170408 | CntrbtnsRprtdFundraisingEvents |
| Fundraising Direct Expenses | 53689 | FundraisingDirectExpenses |
Net Income From Fundraising Events NetIncomeFromFundraisingEvents
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | -42137 | TotalRevenueColumn |
| Exclusion | -$42,137 | ExclusionAmount |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Income Gaming | 6337 | GrossIncomeGaming |
| Gaming Direct Expenses | 2625 | GamingDirectExpenses |
Net Income From Gaming NetIncomeFromGaming
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 3712 | TotalRevenueColumn |
| Exclusion | $3,712 | ExclusionAmount |
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 | 3850 | TotalRevenueColumn |
| Related Or Exempt Function Income | 3850 | RelatedOrExemptFunctionIncome |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Other Revenue | 3850 | TotalOtherRevenue |
Total Revenue TotalRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 9366674 | TotalRevenueColumn |
| Related Or Exempt Function Income | 5143002 | RelatedOrExemptFunctionIncome |
| Exclusion | $1,056,126 | ExclusionAmount |
Grants To Domestic Orgs GrantsToDomesticOrgs
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 134702 | Total |
| Program Services | 134702 | 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 |
| Program Services | 0 | ProgramServices |
Benefits To Members BenefitsToMembers
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
| Program Services | 0 | ProgramServices |
Comp Current Officers Directors CompCurrentOfficersDirectors
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 422622 | Total |
| Program Services | 240626 | ProgramServices |
| Management And General | 173379 | ManagementAndGeneral |
| Fundraising | 8617 | Fundraising |
Comp Disqual Persons CompDisqualPersons
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
| Program Services | 0 | ProgramServices |
| Management And General | 0 | ManagementAndGeneral |
| Fundraising | 0 | Fundraising |
Other Salaries And Wages OtherSalariesAndWages
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 3041267 | Total |
| Program Services | 2408545 | ProgramServices |
| Management And General | 485911 | ManagementAndGeneral |
| Fundraising | 146811 | Fundraising |
Pension Plan Contributions PensionPlanContributions
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 200973 | Total |
| Program Services | 149987 | ProgramServices |
| Management And General | 42128 | ManagementAndGeneral |
| Fundraising | 8858 | Fundraising |
Other Employee Benefits OtherEmployeeBenefits
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 351214 | Total |
| Program Services | 268516 | ProgramServices |
| Management And General | 69661 | ManagementAndGeneral |
| Fundraising | 13037 | Fundraising |
Payroll Taxes PayrollTaxes
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 261618 | Total |
| Program Services | 196792 | ProgramServices |
| Management And General | 52301 | ManagementAndGeneral |
| Fundraising | 12525 | Fundraising |
Fees For Services Management FeesForServicesManagement
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
| Program Services | 0 | ProgramServices |
| Management And General | 0 | ManagementAndGeneral |
| Fundraising | 0 | Fundraising |
Fees For Services Legal FeesForServicesLegal
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 40284 | Total |
| Program Services | 13486 | ProgramServices |
| Management And General | 26798 | ManagementAndGeneral |
| Fundraising | 0 | Fundraising |
Fees For Services Accounting FeesForServicesAccounting
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 64300 | Total |
| Program Services | 20000 | ProgramServices |
| Management And General | 44300 | ManagementAndGeneral |
| Fundraising | 0 | Fundraising |
Fees For Services Lobbying FeesForServicesLobbying
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
| Program Services | 0 | ProgramServices |
| Management And General | 0 | ManagementAndGeneral |
| Fundraising | 0 | Fundraising |
Fees For Services Prof Fundraising FeesForServicesProfFundraising
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 33000 | Total |
| Fundraising | 33000 | Fundraising |
Fees For Services Invst Mgmnt Fees FeesForServicesInvstMgmntFees
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 74070 | Total |
| Program Services | 0 | ProgramServices |
| Management And General | 74070 | ManagementAndGeneral |
| Fundraising | 0 | Fundraising |
Fees For Services Other FeesForServicesOther
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 288468 | Total |
| Program Services | 182731 | ProgramServices |
| Management And General | 102403 | ManagementAndGeneral |
| Fundraising | 3334 | Fundraising |
Advertising Advertising
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 355030 | Total |
| Program Services | 320457 | ProgramServices |
| Management And General | 33508 | ManagementAndGeneral |
| Fundraising | 1065 | Fundraising |
Office Expenses OfficeExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 391134 | Total |
| Program Services | 305010 | ProgramServices |
| Management And General | 71656 | ManagementAndGeneral |
| Fundraising | 14468 | Fundraising |
Information Technology InformationTechnology
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
| Program Services | 0 | ProgramServices |
| Management And General | 0 | ManagementAndGeneral |
| Fundraising | 0 | Fundraising |
Royalties Royalties
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
| Program Services | 0 | ProgramServices |
| Management And General | 0 | ManagementAndGeneral |
| Fundraising | 0 | Fundraising |
Occupancy Occupancy
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 110320 | Total |
| Program Services | 101793 | ProgramServices |
| Management And General | 5232 | ManagementAndGeneral |
| Fundraising | 3295 | Fundraising |
Travel Travel
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 145604 | Total |
| Program Services | 145212 | ProgramServices |
| Management And General | 365 | ManagementAndGeneral |
| Fundraising | 27 | Fundraising |
Travel Entrtnmnt Public Officials TravelEntrtnmntPublicOfficials
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
| Program Services | 0 | ProgramServices |
| Management And General | 0 | ManagementAndGeneral |
| Fundraising | 0 | Fundraising |
Conferences Meetings ConferencesMeetings
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
| Program Services | 0 | ProgramServices |
| Management And General | 0 | ManagementAndGeneral |
| Fundraising | 0 | Fundraising |
Interest Interest
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
| Program Services | 0 | ProgramServices |
| Management And General | 0 | ManagementAndGeneral |
| Fundraising | 0 | Fundraising |
Payments To Affiliates PaymentsToAffiliates
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
| Program Services | 0 | ProgramServices |
| Management And General | 0 | ManagementAndGeneral |
| Fundraising | 0 | Fundraising |
Depreciation Depletion DepreciationDepletion
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 269104 | Total |
| Program Services | 138112 | ProgramServices |
| Management And General | 127014 | ManagementAndGeneral |
| Fundraising | 3978 | Fundraising |
Insurance Insurance
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 56216 | Total |
| Program Services | 0 | ProgramServices |
| Management And General | 56216 | ManagementAndGeneral |
| Fundraising | 0 | Fundraising |
Other Expenses OtherExpenses (4 entries)
| DescriptionDescription | TotalTotal | Program ServicesProgramServices | Management And GeneralManagementAndGeneral | FundraisingFundraising |
|---|---|---|---|---|
| CONTRACT SERVICES | 911147 | 904227 | 6920 | 0 |
| EQUIPMENT-RENTAL AND REPAIRS | 244995 | 157583 | 78988 | 8424 |
| OTHER EXPENSES | 60666 | 42392 | 18043 | 231 |
| STAFF EXPENSES | 47215 | 27630 | 17510 | 2075 |
Total Functional Expenses TotalFunctionalExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 7503949 | Total |
| Program Services | 5757801 | ProgramServices |
| Management And General | 1486403 | ManagementAndGeneral |
| Fundraising | 259745 | Fundraising |
Cash Non Interest Bearing CashNonInterestBearing
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 1288740 | BOY |
| EOY | 392732 | EOY |
Accounts Receivable AccountsReceivable
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 733119 | BOY |
| EOY | 928650 | EOY |
Inventories For Sale Or Use InventoriesForSaleOrUse
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 46136 | BOY |
| EOY | 37152 | EOY |
Prepaid Expenses Deferred Charges PrepaidExpensesDeferredCharges
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 67226 | BOY |
| EOY | 128442 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Buildings Equipment Basis | 10860358 | LandBuildingsEquipmentBasis |
| Land Bldg Equipment Accum Deprec | 4638849 | LandBldgEquipmentAccumDeprec |
Land Buildings Equipment Basis Net LandBuildingsEquipmentBasisNet
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 5066861 | BOY |
| EOY | 6221509 | EOY |
Investments Other Securities InvestmentsOtherSecurities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 10617623 | BOY |
| EOY | 14188805 | EOY |
Total Assets TotalAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 17819705 | BOY |
| EOY | 21897290 | EOY |
Accounts Payable Accrued Expenses AccountsPayableAccruedExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 477163 | BOY |
| EOY | 780007 | EOY |
Deferred Revenue DeferredRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 320940 | BOY |
| EOY | 612512 | EOY |
Other Liabilities OtherLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 95030 | BOY |
| EOY | 101730 | EOY |
Total Liabilities TotalLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 893133 | BOY |
| EOY | 1494249 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Follow SFAS117 | X | FollowSFAS117 |
Unrestricted Net Assets UnrestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 9166063 | BOY |
| EOY | 11010310 | EOY |
Temporarily Restricted Net Assets TemporarilyRestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 2372355 | BOY |
| EOY | 3333222 | EOY |
Permanently Restricted Net Assets PermanentlyRestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 5388154 | BOY |
| EOY | 6059509 | EOY |
Total Net Assets Fund Balances TotalNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 16926572 | BOY |
| EOY | 20403041 | EOY |
Total Liab Net Assets Fund Balances TotalLiabNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 17819705 | BOY |
| EOY | 21897290 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part XI | X | InfoInScheduleOPartXI |
| Reconcilation Revenue Expenses | 1862725 | ReconcilationRevenueExpenses |
| Reconcilation Other Changes | 1613744 | ReconcilationOtherChanges |
| Method Of Accounting Accrual | X | MethodOfAccountingAccrual |
| Accountant Compile Or Review | false | AccountantCompileOrReview |
| FS Audited | true | FSAudited |
| Audit Committee | true | AuditCommittee |
| Financial Statement Separate | X | FinancialStatementSeparate |
| Federal Grant Audit Required | true | FederalGrantAuditRequired |
| Federal Grant Audit Performed | true | FederalGrantAuditPerformed |
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 | 2668490 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 3137880 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 3692374 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 3802365 | CurrentTaxYearMinus1Year |
| Current Tax Year | 3167546 | CurrentTaxYear |
| Total | 16468655 | Total |
Total170 Total170
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 2668490 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 3137880 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 3692374 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 3802365 | CurrentTaxYearMinus1Year |
| Current Tax Year | 3167546 | CurrentTaxYear |
| Total | 16468655 | Total |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Amounts Subst Contributors Total | 2134155 | AmountsSubstContributorsTotal |
| Public Support Total170 | 14334500 | PublicSupportTotal170 |
Gross Investment Income170 GrossInvestmentIncome170
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 1159267 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 955196 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 647115 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 605630 | CurrentTaxYearMinus1Year |
| Current Tax Year | 623462 | CurrentTaxYear |
| Total | 3990670 | 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 | 0 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 0 | CurrentTaxYearMinus1Year |
| Current Tax Year | 3850 | CurrentTaxYear |
| Total | 3850 | Total |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Support | 20463175 | TotalSupport |
| Gross Receipts From Admissions Etc | 19276983 | GrossReceiptsFromAdmissionsEtc |
| Public Support Pertcentage170 | 0.70050 | PublicSupportPertcentage170 |
| Public Support Pertcent Prior Year | 0.68542 | 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 | 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 Minus1 Year CurrentYearMinus1Year
| 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 Minus2 Years CurrentYearMinus2Years
| 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 | 0.00316 | BoardDesignatedEOYBalance |
| Permanent Endowment EOY Balance | 0.00483 | PermanentEndowmentEOYBalance |
| Term Endowment EOY Balance | 0.00202 | TermEndowmentEOYBalance |
| Endowments Held By Unrelated Orgs | false | EndowmentsHeldByUnrelatedOrgs |
| Endowments Held By Related Orgs | false | EndowmentsHeldByRelatedOrgs |
Land Land
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Cost Or Other Basis | 0 | InvestmentCostOrOtherBasis |
| Other Cost Or Other Basis | 1909350 | OtherCostOrOtherBasis |
| Book Value | 1909350 | BookValue |
Buildings Buildings
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Cost Or Other Basis | 0 | InvestmentCostOrOtherBasis |
| Other Cost Or Other Basis | 3869747 | OtherCostOrOtherBasis |
| Depreciation | 1911785 | Depreciation |
| Book Value | 1957962 | BookValue |
Leasehold Improvements LeaseholdImprovements
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Cost Or Other Basis | 0 | InvestmentCostOrOtherBasis |
| Other Cost Or Other Basis | 1629544 | OtherCostOrOtherBasis |
| Depreciation | 1243222 | Depreciation |
| Book Value | 386322 | BookValue |
Equipment Equipment
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Cost Or Other Basis | 0 | InvestmentCostOrOtherBasis |
| Other Cost Or Other Basis | 1957771 | OtherCostOrOtherBasis |
| Depreciation | 1483842 | Depreciation |
| Book Value | 473929 | BookValue |
Other Land Buildings OtherLandBuildings
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Cost Or Other Basis | 0 | InvestmentCostOrOtherBasis |
| Other Cost Or Other Basis | 1493946 | OtherCostOrOtherBasis |
| Depreciation | 0 | Depreciation |
| Book Value | 1493946 | BookValue |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Of Book Value Land Buildings | 6221509 | TotalOfBookValueLandBuildings |
| Financial Derivatives | FinancialDerivatives | |
| Closely Held Equity Interests | CloselyHeldEquityInterests |
Other Securities OtherSecurities (2 entries)
| DescriptionDescription | Book ValueBookValue | Method Of ValuationMethodOfValuation |
|---|---|---|
| COMMON TRUST FUND | 14116033 | F |
| GOVERNMENT SECURITIES | 72772 | F |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Of Book Value Securities | 14188805 | TotalOfBookValueSecurities |
| Federal Income Tax Liability | 0 | FederalIncomeTaxLiability |
Other Liabilities OtherLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description | SEMINAR DEPOSITS | Description |
| Amount | $101,730 | Amount |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Of Amounts | 101730 | TotalOfAmounts |
| Total Revenue | 9366674 | TotalRevenue |
| Total Expenses | 7503949 | TotalExpenses |
| Excess Or Deficit For Year | 1862725 | ExcessOrDeficitForYear |
| Net Unrealized GL On Investments | 1612744 | NetUnrealizedGLOnInvestments |
| Donated Services And Facilities | 1000 | DonatedServicesAndFacilities |
| Total Adjustments | 1613744 | TotalAdjustments |
| Excess Or Deficit Per FS | 3476469 | ExcessOrDeficitPerFS |
| Tot Revenue Etc Audited Fincl Stmt | 11177670 | TotRevenueEtcAuditedFinclStmt |
| Net Unrealized Gains Investments | 1612744 | NetUnrealizedGainsInvestments |
| Donated Srvc And Use Of Facilities | 19518 | DonatedSrvcAndUseOfFacilities |
| Other Revenues | 271322 | OtherRevenues |
| Revenue Not Rptd F990 | 1903584 | RevenueNotRptdF990 |
| Revenue Subtotal | 9274086 | RevenueSubtotal |
| Investment Expenses Not Included | 92588 | InvestmentExpensesNotIncluded |
| Revenue Not Rptd On Fin Stmt | 92588 | RevenueNotRptdOnFinStmt |
| Total Revenue Per Form990 | 9366674 | TotalRevenuePerForm990 |
| Tot Expenses Etc Audited Fincl Stmt | 7701201 | TotExpensesEtcAuditedFinclStmt |
| Donated Services Use Of Facilities | 18518 | DonatedServicesUseOfFacilities |
| Other Expenses Included | 271322 | OtherExpensesIncluded |
| Expenses Not Rptd F990 | 289840 | ExpensesNotRptdF990 |
| Expenses Subtotal | 7411361 | ExpensesSubtotal |
| Investment Expenses Not Included2 | 92588 | InvestmentExpensesNotIncluded2 |
| Expenses Not Rptd On Fin Stmt | 92588 | ExpensesNotRptdOnFinStmt |
| Total Expenses Per Form990 | 7503949 | TotalExpensesPerForm990 |
Form990 Schedule D Part XIV Form990ScheduleDPartXIV (4 entries)
| IdentifierIdentifier | Return ReferenceReturnReference | ExplanationExplanation |
|---|---|---|
| OTHER ADJUSTMENTS | SCHEDULE D, PART XII, LINE 2(D): | RECLASSED RENTAL EXPENSES $215,008 RECLASSED RAFFLE EXPENSES 2,625 RECLASSED FUNDRAISING EXPENSES 53,689 TOTAL OTHER ADJUSTMENTS $271,322 |
| OTHER ADJUSTMENTS | SCHEDULE D, PART XIII, LINE 2(D): | RECLASSIFY RENTAL EXPENSES $218,008 RECLASSIFY GAMING EXPENSES 2,625 RECLASSED FUNDRAISING EXPENSES 53,689 TOTAL OTHER ADJUSTMENTS $271,322 |
| 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 AND OTHER BIOMEDICAL RESEARCH. |
| FIN 48 (ASC 740) | SCHEDULE D, PART X, LINE 2: | FOLLOWING IS THE FOOTNOTE FROM THE TEXT OF THE ORGANIZATION'S 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, 2011 and 2010, 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 2008. |
Schedule G IRS990ScheduleG
| Field | Value | IRS element (for citing) |
|---|---|---|
| Mail Solicitations | X | MailSolicitations |
| In Person Solicitations | X | InPersonSolicitations |
| Solicitation Of Non Govt Grants | X | SolicitationOfNonGovtGrants |
| Solicitation Of Govt Grants | X | SolicitationOfGovtGrants |
| Special Fundraising Events | X | SpecialFundraisingEvents |
| Agreement Ref Fundraising | true | AgreementRefFundraising |
Fundraiser Activity Information FundraiserActivityInformation (2 entries)
| Name Of IndividualNameOfIndividual | Address Line1AddressUS/AddressLine1 | CityAddressUS/City | StateAddressUS/State | ZIP CodeAddressUS/ZIPCode | ActivityActivity | Fundraiser Control Of FundsFundraiserControlOfFunds | Gross ReceiptsGrossReceipts | Amount Retained By ContractorAmountRetainedByContractor | Net To OrganizationNetToOrganization |
|---|---|---|---|---|---|---|---|---|---|
| MALAKOFF PARTNERS INC | 6438 CHEVY CHASE AVE | DALLAS | TX | 75225 | EVENT PLANNER | false | 0 | 14500 | 0 |
| CAROLINE EVENTS | EVENT PLANNER | false | 0 | 18500 | 0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Gross Receipts | 0 | TotalGrossReceipts |
| Total Retained By Contractors | 33000 | TotalRetainedByContractors |
| Total Net To Organization | 0 | TotalNetToOrganization |
Events Information EventsInformation
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Of Event1 | LUNCHEON | NameOfEvent1 |
| Gross Receipts Event1 | 181960 | GrossReceiptsEvent1 |
| Charitable Contributions Event1 | 170408 | CharitableContributionsEvent1 |
| Gross Revenue Event1 | 11552 | GrossRevenueEvent1 |
| Cash Prizes Event1 | 0 | CashPrizesEvent1 |
| Non Cash Prizes Event1 | 0 | NonCashPrizesEvent1 |
| Rent Facility Costs Event1 | 13694 | RentFacilityCostsEvent1 |
| Food And Beverage Event1 | 18986 | FoodAndBeverageEvent1 |
| Entertainment Event1 | 0 | EntertainmentEvent1 |
| Other Direct Expenses Event1 | 21009 | OtherDirectExpensesEvent1 |
| Total Number Of Other Events | 0 | TotalNumberOfOtherEvents |
| Gross Receipts Total | 181960 | GrossReceiptsTotal |
| Charitable Contributions Total | 170408 | CharitableContributionsTotal |
| Gross Revenue Total Events | 11552 | GrossRevenueTotalEvents |
| Cash Prizes Total Events | 0 | CashPrizesTotalEvents |
| Non Cash Prizes Total Events | 0 | NonCashPrizesTotalEvents |
| Rent Facility Costs Total Events | 13694 | RentFacilityCostsTotalEvents |
| Food And Beverage Total Events | 18986 | FoodAndBeverageTotalEvents |
| Entertainment Total Events | 0 | EntertainmentTotalEvents |
| Other Direct Expenses Total Events | 21009 | OtherDirectExpensesTotalEvents |
| Direct Expense Summary Events | 53689 | DirectExpenseSummaryEvents |
| Net Income Summary | -42137 | NetIncomeSummary |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Explanation If No | One raffle of one non-cash price, for a fundraising luncheon. The state of Texas does not require a license if the organization holds only one 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 I, LINE 2: | ReturnReference |
| Explanation | SEE SCHEDULE O | Explanation |
Schedule I IRS990ScheduleI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Records Maintained | true | RecordsMaintained |
Recipient Table RecipientTable (4 entries)
| Address Line1AddressUS/AddressLine1 | CityAddressUS/City | StateAddressUS/State | ZIP CodeAddressUS/ZIPCode | EIN Of RecipientEINOfRecipient | IRC SectionIRCSection | Amount Of Cash GrantAmountOfCashGrant | Amount Of Non Cash AssistanceAmountOfNonCashAssistance | Method Of ValuationMethodOfValuation | Description Of Non Cash AssistanceDescriptionOfNonCashAssistance | Purpose Of GrantPurposeOfGrant |
|---|---|---|---|---|---|---|---|---|---|---|
| MANNING FAMILY FOUNDATION | ||||||||||
| 250 PARK AVE STE 2030 | NEW YORK | NY | 10177 | 112897410 | 4947(A)(1) | 10000 | 0 | FMV | N/A | GENERAL OPERATIONS |
| TEXAS WOMEN'S UNIVERSITY | ||||||||||
| 304 ADMINISTRATION DRIVE | DENTON | TX | 76204 | 756002618 | 501(C)(3) | 14485 | 0 | FMV | N/A | GENERAL OPERATIONS |
| UNIVERSITY OF NORTH TEXAS | ||||||||||
| 1155 UNION CIRCLE 311277 | DENTON | TX | 76203 | 756002149 | N/A | 78273 | 0 | FMV | N/A | GENERAL OPERATIONS |
| REGENTS UNIVERSITY OF CALIFORNIA LOS ANGELES | ||||||||||
| 405 HILGARD AVE | LOS ANGELES | CA | 90095 | 956006413 | 501(C)(3) | 56876 | 0 | FMV | N/A | GENERAL OPERATIONS |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Nbr Of501 C3 And Govt Grants | 3 | TotalNbrOf501C3AndGovtGrants |
| Total Nbr Of Other Organizations | 1 | 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 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 STIPENDS TO INDIVIDUALS THAT PARTICIPATE IN CERTAIN RESEARCH PROGRAMS. THE STIPENDS ARE AWARDED AT SET AMOUNTS BASED ON PARTICIPANTS MEETING PROGRAM OBJECTIVES, WHICH IS VERIFIED BY THE ORGANIZATION'S REPRESENTATIVE. NO ONGOING MONITORING IS REQUIRED SINCE STIPENDS ARE EARNED WHEN PAID. THE ORGANIZATION PROVIDES FUNDS FOR SPECIFIC ACTIVITIES, INCLUDING NON-CASH ASSISTANCE IN THE FORM OF PEDOMETERS 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. | 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 (3 entries)
| 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 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| SUSAN CAMPBELL | |||||||||||||
| 138292 | 0 | 5300 | 0 | 9846 | 0 | 11840 | 0 | 10577 | 0 | 175855 | 0 | 0 | 0 |
| LAURA DEFINA | |||||||||||||
| 212120 | 0 | 1300 | 0 | 16800 | 0 | 11200 | 0 | 8857 | 0 | 250277 | 0 | 0 | 0 |
| CHARLES STERLING | |||||||||||||
| 135574 | 0 | 3000 | 0 | 11172 | 0 | 11200 | 0 | 11617 | 0 | 172563 | 0 | 0 | 0 |
Schedule L IRS990ScheduleL
Form990 Schedule L Part IV Form990ScheduleLPartIV
Name Of Interested Person NameOfInterestedPerson
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Person | COOPER CLINIC | NamePerson |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Relationship | SEE SCHEDULE O | Relationship |
| Amount Of Transaction | 161700 | AmountOfTransaction |
| Description Of Transaction | MEDICAL SERVICES AND RESEARCH | DescriptionOfTransaction |
| Sharing Of Revenues | false | SharingOfRevenues |
Schedule O IRS990ScheduleO
General Explanation GeneralExplanation (8 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(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: | COMPENSATION IS COMPARED AGAINST THE GOVERNMENT OFFICE PERSONNEL DATABASE FOR REASONABLENESS. |
| AVAILABILITY OF DOCUMENTS TO THE PUBLIC | FORM 990, PART VI, SECTION C, LINE 19: | AVAILABLE UPON REQUEST |
| BUSINESS TRANSACTIONS INVOLVING INTERESTED PERSONS | FORM 990, SCHEDULE L, PART IV: | DR. KENNETH H. COOPER IS THE PRINCIPAL OWNER OF THE COOPER CLINIC AND SERVES AS THE CHAIRMAN OF THE BOARD FOR THE COOPER INSTITUTE. |
| OTHER CHANGES IN NET ASSETS | FORM 990, PART XI, LINE 5: | OTHER CHANGES IN NET ASSETS INCLUDE UNREALIZED GAINS ON INVESTMENTS OF $1,612,744 AND DONATIONS OF SERVICES OF $1,000. |
| COMPENSATION OF PROFESSIONAL FUNDRAISERS | FORM 990, SCHEDULE G, LINE 2: | THE PROFESSIONAL FUNDRAISERS ARE EVENT PLANNERS AND DO NOT SOLICIT NOR GENERATE DONATIONS. THEIR SERVICES INCLUDE HANDLING MAILING LISTS AND ASSISTING IN EVENT REGISTRATIONS AND RECEIPTS OF PAYMENTS AND PLEDGES. THEIR PAYMENT AGREEMENTS DISTINGUISH BETWEEN A MONTHLY FIXED FEE FOR THEIR SERVICES AND REIMBURSABLE OUT-OF-POCKET EXPENSES, SUCH AS STATIONERY AND POSTAGE, UPON PROOF OF RECEIPTS. THE FOLLOWING FUNDRAISING EXPENSES WERE REIMBURSED: CAROLINE EVENTS, LLC - POSTAGE & SUPPLIES $2,348 MALAKOFF PARTNERS, INC - POSTAGE $ 528 |
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