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Nonprofiteer
← THE COOPER INSTITUTE

Form 990 for tax year 2023

Filed by THE COOPER INSTITUTE.

Totals

Total revenue
$4,239,271
Total expenses
$3,852,041
Contributions and grants received
$2,416,227
Grants paid
$321,160
Program service revenue
$978,734
Investment income
$668,908
Other revenue
$175,402
Total assets, end of year
$21,584,293
Total liabilities, end of year
$299,554
Net assets or fund balances, end of year
$21,284,739
Program services expenses (Part IX)
$2,716,508
Management and general expenses
$927,110
Fundraising expenses
$208,423
Program service expenses (Part III)
$2,716,508

Program services were 70.5% of total expenses calculated — Part IX's program-services column over total expenses, both as filed.

Line items

Every line the filer filed in Parts VIII, IX and X, as filed and in filed order. Blank columns are left out, and the lines are not forced to add up to the totals above.

Revenue

Part VIII, the statement of revenue.

  • 1f · All other contributions, gifts and grants

    $2,416,227

  • 2a · Program service revenue: YOUTH FITNESS EDUCATIO

    total $885,888 · related or exempt $885,888

  • 2b · Program service revenue: EPIDEMIOLOGY & CLINICA

    total $92,846 · related or exempt $92,846

  • 3 · Investment income

    total $219,518 · excluded $219,518

  • 6a · Gross rents

    real property $577,509

  • 6b · Less rental expenses

    real property $402,357

  • 6c · Rental income or loss

    real property $175,152

  • 6d · Net rental income or loss

    total $175,152 · excluded $175,152

  • 7a · Gross sales of assets other than inventory

    securities $449,390

  • 7b · Less cost or other basis and sales expenses

    securities $0

  • 7c · Gain or loss

    securities $449,390

  • 7d · Net gain or loss

    total $449,390 · excluded $449,390

  • 11a · Other revenue: OTHER INCOME

    total $250 · related or exempt $250

  • 11e · Other revenue, total

    $250

Functional expenses

Part IX, the statement of functional expenses.

  • 1 · Grants to domestic organizations and governments

    total $321,160 · program services $321,160

  • 5 · Compensation of officers, directors and key employees

    total $633,950 · program services $347,497 · management and general $210,892 · fundraising $75,561

  • 7 · Other salaries and wages

    total $1,396,194 · program services $1,079,386 · management and general $244,433 · fundraising $72,375

  • 8 · Pension plan contributions

    total $32,871 · program services $25,610 · management and general $5,977 · fundraising $1,284

  • 9 · Other employee benefits

    total $192,719 · program services $129,999 · management and general $44,757 · fundraising $17,963

  • 10 · Payroll taxes

    total $137,202 · program services $98,747 · management and general $29,646 · fundraising $8,809

  • 11b · Fees: legal

    total $9,003 · program services $1,755 · management and general $7,248

  • 11c · Fees: accounting

    total $58,220 · management and general $58,220

  • 11d · Fees: lobbying

    total $52,679 · program services $52,679

  • 11f · Fees: investment management

    total $64,757 · management and general $64,757

  • 11g · Fees: other

    total $345,189 · program services $280,561 · management and general $64,628

  • 12 · Advertising and promotion

    total $39,816 · program services $26,823 · fundraising $12,993

  • 13 · Office expenses

    total $68,095 · program services $26,567 · management and general $35,750 · fundraising $5,778

  • 14 · Information technology

    total $122,474 · program services $70,072 · management and general $48,357 · fundraising $4,045

  • 16 · Occupancy

    total $113,833 · program services $81,655 · management and general $28,189 · fundraising $3,989

  • 17 · Travel

    total $99,953 · program services $97,543 · management and general $673 · fundraising $1,737

  • 19 · Conferences, conventions and meetings

    total $11,592 · program services $10,244 · management and general $1,348

  • 20 · Interest

    total $846 · management and general $846

  • 22 · Depreciation, depletion and amortization

    total $37,989 · program services $21,521 · management and general $15,579 · fundraising $889

  • 23 · Insurance

    total $73,639 · program services $25,126 · management and general $47,819 · fundraising $694

  • 24a · Other expenses: STAFF EXPENSES

    total $33,086 · program services $16,708 · management and general $16,039 · fundraising $339

  • 24b · Other expenses: NONSTAFF EXPENSES

    total $3,851 · program services $1,929 · management and general $273 · fundraising $1,649

  • 24c · Other expenses: SUBSCRIPTIONS/LIBRARY

    total $2,923 · program services $926 · management and general $1,679 · fundraising $318

Balance sheet

Part X, book values.

  • 1 · Cash, non-interest-bearing

    beginning of year $231,525 · end of year $96,178

  • 2 · Savings and temporary cash investments

    end of year $2,146,517

  • 4 · Accounts receivable

    beginning of year $553,350 · end of year $491,061

  • 9 · Prepaid expenses and deferred charges

    beginning of year $89,281 · end of year $92,518

  • 10a · Land, buildings and equipment: cost or other basis

    $9,075,158

  • 10b · Land, buildings and equipment: accumulated depreciation

    $6,203,763

  • 10c · Land, buildings and equipment, net

    beginning of year $2,997,702 · end of year $2,871,395

  • 12 · Investments: other securities

    beginning of year $16,047,353 · end of year $15,886,624

  • 17 · Accounts payable and accrued expenses

    beginning of year $220,160 · end of year $257,176

  • 19 · Deferred revenue

    beginning of year $108,152 · end of year $42,378

  • 27 · Net assets without donor restrictions

    beginning of year $4,686,487 · end of year $4,935,389

  • 28 · Net assets with donor restrictions

    beginning of year $14,904,412 · end of year $16,349,350

Mission and programs · 2023

Mission

THE COOPER INSTITUTE IS DEDICATED TO PROMOTING LIFE-LONG HEALTH AND WELLNESS THROUGH RESEARCH AND EDUCATION.

Activities or mission (Part I)

PROMOTING LIFE-LONG HEALTH AND WELLNESS THROUGH RESEARCH AND EDUCATION.

  • RESEARCH: PROVIDES EVIDENCE-BASED, SCIENTIFIC RESEARCH ON THE IMPACT OF PHYSICAL FITNESS THROUGH THE COOPER CENTER LONGITUDINAL STUDY ("CCLS"). THE CCLS IS THE LARGEST AND LONGEST RUNNING OBSERVATIONAL STUDY WITH MEASURED CARDIORESPIRATORY FITNESS IN THE WORLD.

    Expenses $1,724,792 · Revenue $92,846

  • YOUTH EDUCATION: THE INSTITUTE IS HOME TO THE NFL PLAY 60 FITNESSGRAM PROJECT ("NFL PLAY 60"). NFL PLAY 60 IS A PROGRAM SUPPORTED BY THE NFL FOUNDATION, WHICH ENCOURAGES STUDENTS TO BE PHYSICALLY ACTIVE AT LEAST 60 MINUTES PER DAY. PRIOR TO ITS SALE ON DECEMBER 16, 2021, THE INSTITUTE MANAGED FITNESSGRAM, AN EVIDENCE-BASED YOUTH FITNESS ASSESSMENT AND SOFTWARE. FITNESSGRAM SUPPORTS YOUTH AWARENESS OF HEALTH-RELATED FITNESS AND EVALUATES THE SUCCESS OF PHYSICAL ACTIVITY PROGRAMMING.

    Expenses $770,466 · Grants $321,160 · Revenue $886,138

  • PUBLIC ADVOCACY: THE INSTITUTE SERVES AS A TRUSTED VOICE AND RESOURCE TO THE PUBLIC ON THE IMPORTANCE OF HEALTHY LIFESTYLE CHOICES THROUGH EDUCATION ABOUT KEY RESEARCH AFFECTING PUBLIC HEALTH. THIS ENHANCES PUBLIC AWARENESS AND SOLUTIONS TO IMPROVE PHYSICAL ACTIVITY AND OTHER HEALTHY CHOICES AS WELL AS CREATING HEALTHIER ENVIRONMENTS.

    Expenses $221,250

As filed on the 2023 return.

Listed in Part VII

  • Tedd Mitchell MD

    BOT CHAIRMAN

    Total calculated
    $0
    Hours/week
    2

  • Charles Anderson

    BOT VICE CHAIRMAN

    Total calculated
    $2,824
    From this org
    $2,824
    From related orgs
    $0
    Other
    $0
    Hours/week
    2

  • Stephen Good

    BOT SECRETARY

    Total calculated
    $3,786
    From this org
    $3,786
    From related orgs
    $0
    Other
    $0
    Hours/week
    2

  • Nina Radford MD

    TRUSTEE

    Total calculated
    $0
    Hours/week
    1

  • Troy Aikman

    TRUSTEE

    Total calculated
    $0
    Hours/week
    1

  • Arthur Blank

    TRUSTEE

    Total calculated
    $0
    Hours/week
    1

  • Brian Casey

    TRUSTEE

    Total calculated
    $0
    Hours/week
    1

  • Thomas Codd

    CHAIRMAN/AUDIT COMMITTEE

    Total calculated
    $4,241
    From this org
    $4,241
    From related orgs
    $0
    Other
    $0
    Hours/week
    2

  • Tyler Cooper MD

    TRUSTEE

    Total calculated
    $0
    Hours/week
    1

  • Elmer Doty

    TRUSTEE

    Total calculated
    $2,941
    From this org
    $2,941
    From related orgs
    $0
    Other
    $0
    Hours/week
    1

  • Tony Evans Thd

    TRUSTEE

    Total calculated
    $6,099
    From this org
    $6,099
    From related orgs
    $0
    Other
    $0
    Hours/week
    1

  • Ray Hunt

    TRUSTEE (RESIGNED 11/1/23)

    Total calculated
    $0
    Hours/week
    1

  • James Keyes

    CHAIRMAN/INVESTMENT COMMIT

    Total calculated
    $2,114
    From this org
    $2,114
    From related orgs
    $0
    Other
    $0
    Hours/week
    2

  • Drayton McLane Jr

    TRUSTEE (RESIGNED 2/1/24)

    Total calculated
    $2,357
    From this org
    $2,357
    From related orgs
    $0
    Other
    $0
    Hours/week
    1

  • Jeanne Phillips

    TRUSTEE

    Total calculated
    $2,358
    From this org
    $2,358
    From related orgs
    $0
    Other
    $0
    Hours/week
    1

  • Steve Reinemund

    TRUSTEE

    Total calculated
    $1,888
    From this org
    $1,888
    From related orgs
    $0
    Other
    $0
    Hours/week
    1

  • Eduardo Sanchez MD

    TRUSTEE

    Total calculated
    $0
    Hours/week
    1

  • Roger Staubach

    TRUSTEE

    Total calculated
    $2,785
    From this org
    $2,785
    From related orgs
    $0
    Other
    $0
    Hours/week
    1

  • Laura Defina MD

    PRESIDENT & CEO

    Total calculated
    $376,449
    From this org
    $347,715
    From related orgs
    $0
    Other
    $28,734
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $344,824
    Bonus
    $350
    Other
    $2,541
    Deferred
    $13,186
    Nontaxable benefits
    $15,548
    Filer's total
    $376,449

  • Kayla Heath

    CHIEF FINANCIAL OFFICER

    Total calculated
    $194,905
    From this org
    $158,969
    From related orgs
    $0
    Other
    $35,936
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $158,609
    Bonus
    $0
    Other
    $360
    Deferred
    $6,919
    Nontaxable benefits
    $29,017
    Filer's total
    $194,905

  • Kerem Shuval

    DIRECTOR OF EPIDEMIOLOGIST

    Total calculated
    $157,897
    From this org
    $151,582
    From related orgs
    $0
    Other
    $6,315
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $151,582
    Bonus
    $0
    Other
    $0
    Deferred
    $6,063
    Nontaxable benefits
    $252
    Filer's total
    $157,897

  • Beth Wright

    S.R DIRECTOR OF ADMIN & CC

    Total calculated
    $150,297
    From this org
    $133,665
    From related orgs
    $0
    Other
    $16,632
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $133,315
    Bonus
    $350
    Other
    $0
    Deferred
    $5,420
    Nontaxable benefits
    $11,212
    Filer's total
    $150,297

  • Michael Callac

    DIRECTOR OF IT

    Total calculated
    $135,060
    From this org
    $119,557
    From related orgs
    $0
    Other
    $15,503
    Hours/week
    40

  • Joel Romo

    DIRECTOR OF EXTERNAL AFFAIRS

    Total calculated
    $144,643
    From this org
    $110,719
    From related orgs
    $0
    Other
    $33,924
    Hours/week
    40

  • Andjelka Pavlovic

    DIRECTOR OF YOUTH

    Total calculated
    $123,257
    From this org
    $108,153
    From related orgs
    $0
    Other
    $15,104
    Hours/week
    40

Compensation is as filed in Part VII: reportable pay from this organization and from related organizations, other compensation, and hours per week. The total, marked calculated, is our sum of the three dollar columns, with a blank column counted as $0; the form itself has no total. On a Form 990-EZ the columns are Part IV's instead, and on a Form 990-PF Part VIII's — compensation, contributions to benefit plans, and expense account — and the total sums those. A Schedule J breakdown is as filed: base pay, bonus, other, deferred compensation and nontaxable benefits from this organization, with any from related organizations beside each, and the filer's own total. It is shown with the Part VII listing of the same name on the same return. The form gives no key between the two, so that pairing is ours, and is marked matched by us.

Schedule J

Answered yes

  • 3 · Written employment contract
  • 3 · Compensation survey or study
  • 3 · Approval by the board or compensation committee

Answered no

  • 4a · Severance or change-of-control payment
  • 4b · Supplemental nonqualified retirement plan
  • 4c · Equity-based compensation arrangement
  • 5a · Pay contingent on this organization's revenues
  • 5b · Pay contingent on a related organization's revenues
  • 6a · Pay contingent on this organization's net earnings
  • 6b · Pay contingent on a related organization's net earnings
  • 7 · Other non-fixed payments
  • 8 · Paid under the initial-contract exception

Part I's answers as filed. A line not listed was left unanswered; on lines 1a and 3 that means the box was not checked.

Grants on this return

Provenance

Return type
form_990
Tax year
2023
Filed
8 November 2024
IRS schema version
2023v5.1
Source object
202443199349319004

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