2012-05-03T12:50:19-04:00 2011-06-30 LANE GORMAN TRUBITT PLLC 2626 HOWELL STREET SUITE 700 DALLAS TX 752044064 990 2010-07-01 237075529 THE COOPER INSTITUTE COOP 9723413200 12330 PRESTON ROAD DALLAS TX 752302237 JOHN HARPER 2012-05-01 James R Smith 2148717500 2010 2016-02-24 21:20:13Z JOHN HARPER CFO 12330 PRESTON ROAD DALLAS TX 752302237 9920207 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. 21 19 67 32 0 0 3802365 3167546 3359863 5139152 1348521 1059961 12476 15 8523225 9366674 241744 134702 0 0 4821415 4277694 47500 33000 259745 2349359 3058553 7460018 7503949 1063207 1862725 17819705 21897290 893133 1494249 16926572 20403041 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 2151950 82805 RESEARCH ACTIVITIES - EPIDEMIOLOGY & CLINICAL APPLICATIONS 2168330 1971360 CONTINUING EDUCATION - DISSEMINATION OF PHYSICAL FITNESS AND HEALTH PROMOTION CONCEPTS AND THEIR PRACTICAL APPLICATIONS 1437521 3084987 Youth Fitness Education - Promotion and Dissemination of physical activity and nutrition concepts for childhood and adolescent health. 5757801 true true false false false false false false true true true false false true true true false false false false false false true true false false true false true false false false false false true true true false false false false false false false false false false true 50 0 true 67 true false false false false false true true false false false false false false false X 21 19 true false false false false false false true true false false true 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 0 FREDERICK R MEYER 30.0 X X 1428 0 0 NEIL O'BRIEN 2.0 X X 2740 0 0 ARTHUR BLANK 1.0 X 3713 0 0 LESTER M ALBERTHAL JR 1.0 X 1905 0 0 ELMER DOTY 1.0 X 5270 0 0 DAVID GLASS 1.0 X 0 0 0 JAMES KEYES 1.0 X 0 0 0 RAY HUNT 1.0 X 1850 0 0 JEANNE PHILLIPS 1.0 X 0 0 0 ROGER STAUBACH 1.0 X 1879 0 0 DRAYTON MCLANE JR 1.0 X 3195 0 0 NINA RADFORD MD 2.0 X 0 0 0 TEDD MITCHELL 2.0 X 0 0 0 ROBERT PALMER 1.0 X 1645 0 0 EDUARDO SANCHEZ 1.0 X 0 0 0 SUSAN DELL 1.0 X 1854 0 0 JOSEPH GOLDSTEIN MD 1.0 X 0 0 0 MIKE HUCKABEE 1.0 X 0 0 0 STEVE REINEMUND 1.0 X 0 0 0 LOUIS SULLIVAN MD 1.0 X 0 0 0 SUSAN CAMPBELL 40.0 X 153438 0 22417 JOHN HARPER 20.0 X 99270 0 0 MELBA MORROW 40.0 X 117915 0 16355 LAURA DEFINA 40.0 X 230220 0 20057 MARILU MEREDITH 40.0 X 116867 0 15884 CHARLES STERLING 40.0 X 149746 0 22817 CONNIE TYNE 40.0 X 105565 0 8050 BEN WILLIS 40.0 X 108500 0 14516 1107000 0 120096 7 false true false 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 3 170408 677759 2319379 2625 3167546 CONTINUING EDUCATION & CERTIFICATION 611430 1971360 1971360 EPIDEMIOLOGY & CLINICAL APPLICATION 624100 82805 82805 YOUTH FITNESS EDUCATION 611710 3084987 3084987 5139152 373864 373864 0 0 249598 215008 34590 34590 34590 968308 282211 686097 686097 686097 11552 170408 53689 -42137 -42137 6337 2625 3712 3712 0 OTHER SERVICE REVENUE 900099 3850 3850 3850 9366674 5143002 1056126 134702 134702 0 0 0 0 0 422622 240626 173379 8617 0 0 0 0 3041267 2408545 485911 146811 200973 149987 42128 8858 351214 268516 69661 13037 261618 196792 52301 12525 0 0 0 0 40284 13486 26798 0 64300 20000 44300 0 0 0 0 0 33000 33000 74070 0 74070 0 288468 182731 102403 3334 355030 320457 33508 1065 391134 305010 71656 14468 0 0 0 0 0 0 0 0 110320 101793 5232 3295 145604 145212 365 27 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 269104 138112 127014 3978 56216 0 56216 0 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 7503949 5757801 1486403 259745 1288740 392732 733119 928650 46136 37152 67226 128442 10860358 4638849 5066861 6221509 10617623 14188805 17819705 21897290 477163 780007 320940 612512 95030 101730 893133 1494249 X 9166063 11010310 2372355 3333222 5388154 6059509 16926572 20403041 17819705 21897290 X 1862725 1613744 X false true true X true true X 2668490 3137880 3692374 3802365 3167546 16468655 2668490 3137880 3692374 3802365 3167546 16468655 2134155 14334500 1159267 955196 647115 605630 623462 3990670 0 0 0 0 3850 3850 20463175 19276983 0.70050 0.68542 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 9918141 671355 2598187 0 629256 0 12558427 9150447 250000 1269817 0 752123 0 9918141 11520257 -1571624 0 798196 0 9150437 0.00316 0.00483 0.00202 false false 0 1909350 1909350 0 3869747 1911785 1957962 0 1629544 1243222 386322 0 1957771 1483842 473929 0 1493946 0 1493946 6221509 COMMON TRUST FUND 14116033 F GOVERNMENT SECURITIES 72772 F 14188805 0 SEMINAR DEPOSITS 101730 101730 9366674 7503949 1862725 1612744 1000 1613744 3476469 11177670 1612744 19518 271322 1903584 9274086 92588 92588 9366674 7701201 18518 271322 289840 7411361 92588 92588 7503949 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. X X X X X true MALAKOFF PARTNERS INC 6438 CHEVY CHASE AVE DALLAS TX 75225 EVENT PLANNER false 0 14500 0 CAROLINE EVENTS EVENT PLANNER false 0 18500 0 0 33000 0 LUNCHEON 181960 170408 11552 0 0 13694 18986 0 21009 0 181960 170408 11552 0 0 13694 18986 0 21009 53689 -42137 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. 12220 PRESTON ROAD DALLAS TX 75230 COMPENSATION OF PROFESSIONAL FUNDRAISERS SCHEDULE G, PART I, LINE 2: SEE SCHEDULE O true 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 3 1 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 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. X X X false false false false false false false false false 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 COOPER CLINIC SEE SCHEDULE O 161700 MEDICAL SERVICES AND RESEARCH false 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