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Nonprofiteer
← W I COOK FOUNDATION INC

Form 990 for tax year 2024

Filed by W I COOK FOUNDATION INC.

Totals

Total revenue
$180,694,190
Total expenses
$64,584,867
Contributions and grants received
$25,726,292
Grants paid
$22,477,667
Program services expenses (Part IX)
$42,975,279
Management and general expenses
$12,977,900
Fundraising expenses
$8,631,688
Program service expenses (Part III)
$42,975,279

Program services were 66.5% of total expenses calculated — Part IX's program-services column over total expenses, both as filed.

Listed in Part VII

  • BELEN M GARREN

    TRUSTEE - SECRETARY/TREASURER

    Total calculated
    $0
    Hours/week
    2 + 2 related

  • BRIAN C CRUMLEY

    TRUSTEE - VICE CHAIRMAN

    Total calculated
    $0
    Hours/week
    2 + 1 related

  • PETER L PHILPOTT

    TRUSTEE - CHAIRMAN

    Total calculated
    $0
    Hours/week
    2 + 6 related

  • RICK SORENSON

    TRUSTEE - VICE CHAIRMAN - END 5/31/25

    Total calculated
    $0
    Hours/week
    2 + 5 related

  • WILLIAM E BAILEY

    TRUSTEE - SECRETARY/TREASURER

    Total calculated
    $0
    Hours/week
    2 + 4 related

  • ANDREW J ROSELL

    TRUSTEE

    Total calculated
    $0
    Hours/week
    1 + 2 related

  • ANDREW P LOMBARDI

    TRUSTEE

    Total calculated
    $0
    Hours/week
    1 + 1 related

  • ANN B HOUSE

    TRUSTEE

    Total calculated
    $0
    Hours/week
    1 + 1 related

  • ANNE M CARVALHO

    TRUSTEE

    Total calculated
    $0
    Hours/week
    1

  • BENJAMIN A ROSENTHAL

    TRUSTEE

    Total calculated
    $0
    Hours/week
    1

  • BRIAN C NEWBY

    TRUSTEE

    Total calculated
    $0
    Hours/week
    1 + 1 related

  • CLARABELE DODSON

    TRUSTEE-EMERITUS

    Total calculated
    $0
    Hours/week
    1

  • DALE F KLOSE

    TRUSTEE

    Total calculated
    $0
    Hours/week
    1

  • HADLEY WOERNER

    TRUSTEE

    Total calculated
    $0
    Hours/week
    1 + 3 related

  • HARLINGTON PETER KU DDS

    TRUSTEE

    Total calculated
    $0
    Hours/week
    1

  • JAMES E WEBB

    TRUSTEE

    Total calculated
    $0
    Hours/week
    1

  • JERRY R CONATSER

    TRUSTEE

    Total calculated
    $0
    Hours/week
    1 + 1 related

  • JOHN MERRIFIELD

    TRUSTEE

    Total calculated
    $0
    Hours/week
    1

  • KARL BIGGS

    TRUSTEE

    Total calculated
    $0
    Hours/week
    1 + 1 related

  • KATHRYN S WELLS

    TRUSTEE

    Total calculated
    $0
    Hours/week
    1

  • KENNETH HAMPTON

    TRUSTEE

    Total calculated
    $0
    Hours/week
    1

  • LAURA BIRD

    TRUSTEE - END 5/31/25

    Total calculated
    $0
    Hours/week
    1 + 1 related

  • MELISSA M KIRTLEY

    TRUSTEE

    Total calculated
    $0
    Hours/week
    1 + 1 related

  • MICHAEL M GONZALEZ SR

    TRUSTEE

    Total calculated
    $0
    Hours/week
    1 + 2 related

  • MICHAEL R DIKE

    TRUSTEE

    Total calculated
    $0
    Hours/week
    1 + 5 related

  • MICHAEL R PAVELL

    TRUSTEE

    Total calculated
    $0
    Hours/week
    1 + 1 related

  • R KYLE KIGHT

    TRUSTEE

    Total calculated
    $0
    Hours/week
    1

  • R RUSSELL MORTON

    TRUSTEE - END 5/31/25

    Total calculated
    $0
    Hours/week
    1 + 7 related

  • RACHEL R WERNER

    TRUSTEE

    Total calculated
    $0
    Hours/week
    1 + 2 related

  • RICHARD W DYESS

    TRUSTEE

    Total calculated
    $0
    Hours/week
    1 + 2 related

  • ROGER P MARCINCUK JR

    TRUSTEE - END 5/31/25

    Total calculated
    $0
    Hours/week
    1

  • ROSALIND EVANS

    TRUSTEE

    Total calculated
    $0
    Hours/week
    1

  • VICTORIA PUENTE-PETERS

    TRUSTEE

    Total calculated
    $0
    Hours/week
    1 + 1 related

  • WALLY JONES

    TRUSTEE

    Total calculated
    $0
    Hours/week
    1 + 2 related

  • WILLIAM BUTLER

    TRUSTEE

    Total calculated
    $0
    Hours/week
    1

  • WILLIAM JACKSON RATTIKIN III

    TRUSTEE

    Total calculated
    $0
    Hours/week
    1 + 1 related

  • WILLIE HOUSTON III

    TRUSTEE - END 5/31/25

    Total calculated
    $0
    Hours/week
    1

  • B ANTHONY BAGWELL

    SVP, CIIO

    Total calculated
    $2,082,560
    From this org
    $1,839,937
    From related orgs
    $0
    Other
    $242,623
    Hours/week
    40 + 1 related

    Schedule J breakdown matched by us

    Base
    $704,394
    Bonus
    $988,479
    Other
    $147,064
    Deferred
    $207,157
    Nontaxable benefits
    $35,466
    Filer's total
    $2,082,560

  • CORY R RHOADES

    CHIEF FINANCIAL OFFICER

    Total calculated
    $1,133,592
    From this org
    $0
    From related orgs
    $973,129
    Other
    $160,463
    Hours/week
    1 + 43 related

    Schedule J breakdown matched by us

    Base
    $0 + $586,487 related
    Bonus
    $0 + $261,581 related
    Other
    $0 + $125,061 related
    Deferred
    $0 + $122,610 related
    Nontaxable benefits
    $0 + $37,853 related
    Filer's total
    $0 + $1,133,592 related

  • GRANT W HARRIS

    SVP, CHIEF DEV OFFICER - END 9/2/25

    Total calculated
    $791,573
    From this org
    $731,768
    From related orgs
    $0
    Other
    $59,805
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $438,257
    Bonus
    $200,034
    Other
    $93,477
    Deferred
    $22,911
    Nontaxable benefits
    $36,894
    Filer's total
    $791,573

  • JOSEPH M GALLAGHER

    SVP, CHIEF LEGAL OFFICER

    Total calculated
    $1,192,717
    From this org
    $0
    From related orgs
    $1,031,188
    Other
    $161,529
    Hours/week
    1 + 42 related

    Schedule J breakdown matched by us

    Base
    $0 + $595,791 related
    Bonus
    $0 + $300,421 related
    Other
    $0 + $134,976 related
    Deferred
    $0 + $123,663 related
    Nontaxable benefits
    $0 + $37,866 related
    Filer's total
    $0 + $1,192,717 related

  • KYLE EDGINGTON PHD

    SVP, CHIEF DEVELOPMENT OFFICER

    Total calculated
    $0
    Hours/week
    40

  • MARY CARA MARTZ

    SECRETARY

    Total calculated
    $220,255
    From this org
    $0
    From related orgs
    $193,688
    Other
    $26,567
    Hours/week
    1 + 40 related

    Schedule J breakdown matched by us

    Base
    $0 + $149,106 related
    Bonus
    $0 + $38,234 related
    Other
    $0 + $6,348 related
    Deferred
    $0 + $9,339 related
    Nontaxable benefits
    $0 + $17,228 related
    Filer's total
    $0 + $220,255 related

  • RICK W MERRILL

    PRESIDENT/CEO

    Total calculated
    $3,598,135
    From this org
    $634,059
    From related orgs
    $2,536,235
    Other
    $427,841
    Hours/week
    8 + 34 related

    Schedule J breakdown matched by us

    Base
    $327,847 + $1,311,389 related
    Bonus
    $215,087 + $860,348 related
    Other
    $91,125 + $364,498 related
    Deferred
    $78,509 + $314,035 related
    Nontaxable benefits
    $7,059 + $28,238 related
    Filer's total
    $719,627 + $2,878,508 related

  • SPENCER D SEALS

    SVP CONSTRUCTION & REAL ESTATE

    Total calculated
    $571,420
    From this org
    $0
    From related orgs
    $473,682
    Other
    $97,738
    Hours/week
    1 + 43 related

    Schedule J breakdown matched by us

    Base
    $0 + $313,437 related
    Bonus
    $0 + $111,805 related
    Other
    $0 + $48,440 related
    Deferred
    $0 + $61,013 related
    Nontaxable benefits
    $0 + $36,725 related
    Filer's total
    $0 + $571,420 related

  • STEPHEN W KIMMEL

    EVP, SYSTEM FINANCE

    Total calculated
    $1,896,559
    From this org
    $68,947
    From related orgs
    $1,309,993
    Other
    $517,619
    Hours/week
    2 + 41 related

    Schedule J breakdown matched by us

    Base
    $39,607 + $752,530 related
    Bonus
    $19,597 + $372,350 related
    Other
    $9,743 + $185,113 related
    Deferred
    $24,247 + $460,700 related
    Nontaxable benefits
    $1,634 + $31,038 related
    Filer's total
    $94,828 + $1,801,731 related

  • KIMBERLY MCGINNIS

    VP FOUNDATION

    Total calculated
    $341,420
    From this org
    $274,921
    From related orgs
    $0
    Other
    $66,499
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $199,931
    Bonus
    $73,333
    Other
    $1,657
    Deferred
    $32,889
    Nontaxable benefits
    $33,610
    Filer's total
    $341,420

  • MARTHA MATTOX

    AVP, MAJOR GIFTS

    Total calculated
    $224,475
    From this org
    $212,355
    From related orgs
    $0
    Other
    $12,120
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $158,366
    Bonus
    $50,983
    Other
    $3,006
    Deferred
    $8,387
    Nontaxable benefits
    $3,733
    Filer's total
    $224,475

  • DAYLE LOWRY

    DIRECTOR OF OPERATIONS - END 4/28/2025

    Total calculated
    $416,620
    From this org
    $382,102
    From related orgs
    $0
    Other
    $34,518
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $206,430
    Bonus
    $161,171
    Other
    $14,501
    Deferred
    $15,434
    Nontaxable benefits
    $19,084
    Filer's total
    $416,620

  • DREW SMITH

    SENIOR INVESTMENT ANALYST

    Total calculated
    $229,383
    From this org
    $207,204
    From related orgs
    $0
    Other
    $22,179
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $127,757
    Bonus
    $77,280
    Other
    $2,167
    Deferred
    $8,260
    Nontaxable benefits
    $13,919
    Filer's total
    $229,383

  • JAMYE SHAFFER

    MANAGER, INVESTMENT OPERATIONS

    Total calculated
    $228,501
    From this org
    $183,972
    From related orgs
    $0
    Other
    $44,529
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $136,208
    Bonus
    $44,954
    Other
    $2,810
    Deferred
    $9,958
    Nontaxable benefits
    $34,571
    Filer's total
    $228,501

  • KRISTEN BLACK

    DIRECTOR, PHILANTHROPY

    Total calculated
    $213,155
    From this org
    $170,232
    From related orgs
    $0
    Other
    $42,923
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $145,300
    Bonus
    $22,099
    Other
    $2,833
    Deferred
    $8,167
    Nontaxable benefits
    $34,756
    Filer's total
    $213,155

  • PRITI MODY

    MANAGING DIRECTOR

    Total calculated
    $898,998
    From this org
    $880,759
    From related orgs
    $0
    Other
    $18,239
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $438,607
    Bonus
    $437,773
    Other
    $4,379
    Deferred
    $13,800
    Nontaxable benefits
    $4,439
    Filer's total
    $898,998

  • JENNIFER JOHNSON

    FORMER AVP DONOR RELATION

    Total calculated
    $137,699
    From this org
    $133,051
    From related orgs
    $0
    Other
    $4,648
    Hours/week
    0

    Schedule J breakdown matched by us

    Base
    $38,709
    Bonus
    $0
    Other
    $94,342
    Deferred
    $2,248
    Nontaxable benefits
    $2,400
    Filer's total
    $137,699

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 — 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

  • 1a · Tax indemnification and gross-up payments
  • 2 · Substantiation required before reimbursing expenses
  • 3 · Compensation committee
  • 3 · Independent compensation consultant
  • 3 · Approval by the board or compensation committee
  • 4a · Severance or change-of-control payment
  • 4b · Supplemental nonqualified retirement plan

Answered no

  • 1b · Written policy on the line-1a expenses
  • 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

The filer's explanations (Part III)

SCHEDULE J, PART I, LINE 1A TAX INDEMNIFICATION AND GROSS-UP PAYMENTS
CY 2024 GROSS UP PAYMENTS INCLUDED IN TAXABLE COMPENSATION: DREW SMITH JAMYE SHAFFER KRISTEN BLACK
SCHEDULE J, PART I, LINE 1B WRITTEN POLICY REGARDING PAYMENT OR REIMBURSEMENT OF EXPENSES
THERE IS NO WRITTEN POLICY REGARDING PAYMENT OR REIMBURSEMENT OF TAX INDEMNIFICATION AND GROSS-UP PAYMENTS BECAUSE THE COMPANY DOES NOT GENERALLY ALLOW FOR GROSS-UP PAYMENTS EXCEPT IN EXTREMELY UNUSUAL CIRCUMSTANCES AND THEN ONLY IF APPROVED BY SENIOR MANAGEMENT FOLLOWED BY REVIEW OF THE COMPANY'S COMPLIANCE AND LEGAL DEPARTMENTS. THESE TYPES OF REIMBURSEMENTS GENERALLY RELATE TO TAXES OWED BY INDIVIDUALS WHO RECEIVE NOMINAL INCENTIVE PAYMENTS FOR SERVICE AWARDS OR QUALITY IMPROVEMENT PROGRAMS, AND THE GROSS-UP PAYMENTS USUALLY ARE IMMATERIAL, $250 OR LESS.
SCHEDULE J, PART I, LINE 4A SEVERANCE OR CHANGE-OF-CONTROL PAYMENT
SEVERANCE IS A VOLUNTARY AGREEMENT THAT SET FORTH THE AGREED UPON SEPARATION DATE FOR EMPLOYMENT AND BENEFITS COVERAGE, THE AMOUNT OF PAYMENT, A CONFIDENTIALITY AGREEMENT CONCERNING COMPANY INFORMATION AND MATERIALS, RETURN OF COMPANY MATERIALS, AND COOPERATION CONCERNING BUSINESS MATTERS. THE FOLLOWING INDIVIDUAL RECEIVED A SEVERANCE PAYMENT IN THEIR 2024 TAXABLE COMPENSATION: JENNIFER JOHNSON $81,181
SCHEDULE J, PART I, LINE 4B SUPPLEMENTAL NONQUALIFIED RETIREMENT PLAN
RICK W MERRILL - PAID BY SYSTEM - $366,668 DEFERRED, $NONE W-2 STEPHEN W KIMMEL - PAID BY SYSTEM - $463,384 DEFERRED, $154,217 W-2 ANTHONY BAGWELL - PAID BY FOUNDATION - $189,907 DEFERRED, $122,105 W-2 JOSEPH GALLAGHER - PAID BY SYSTEM - $99,100 DEFERRED, $110,868 W-2 GRANT W HARRIS - PAID BY FOUNDATION - $NONE DEFERRED, $80,044 W-2 KIMBERLY MCGINNIS - PAID BY FOUNDATION - $25,739 DEFERRED, $NONE W-2 CORY R RHOADES - PAID BY SYSTEM - $96,735 DEFERRED, $103,601 W-2 SPENCER D SEALS - PAID BY SYSTEM - $39,192 DEFERRED, $45,938 W-2
SCHEDULE J, PART II ALLOCATION OF CEO & CFO SALARIES
SALARIES FOR THE CEO AND EVP, SYSTEM FINANCE ARE ALLOCATED PRO-RATA BASED ON THE AMOUNT OF TIME THEY SPEND WITH EACH OF THE FOLLOWING COMPANIES: COOK CHILDREN'S MEDICAL CENTER COOK CHILDREN'S HEALTH FOUNDATION COOK CHILDREN'S HOME HEALTH COOK CHILDREN'S HEALTH CARE SYSTEM COOK CHILDREN'S HEALTH PLAN COOK CHILDREN'S MEDICAL CENTER - PROSPER CHILD STUDY CENTER COOK CHILDREN'S PHYSICIAN NETWORK

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

Related organizations on this return

Schedule R Part II: tax-exempt organizations related to the filer by control. It does not record shared board members or money.

Provenance

Return type
form_990
Tax year
2024
IRS schema version
2024v5.1
Source object
202642269349302514

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