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Nonprofiteer
← THE COOPER INSTITUTE

Form 990 for tax year 2024

Filed by THE COOPER INSTITUTE.

Totals

Total revenue
$139,200
Total expenses
$204,500
Contributions and grants received
$0
Grants paid
$2,408
Program service revenue
$51,914
Investment income
$75,542
Other revenue
$11,744
Total assets, end of year
$0
Total liabilities, end of year
$0
Net assets or fund balances, end of year
$0
Program services expenses (Part IX)
$53,570
Management and general expenses
$150,777
Fundraising expenses
$153
Program service expenses (Part III)
$53,570

Program services were 26.2% 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.

  • 2a · Program service revenue: YOUTH FITNESS EDUCATIO

    total $45,176 · related or exempt $45,176

  • 2b · Program service revenue: EPIDEMIOLOGY & CLINICA

    total $6,738 · related or exempt $6,738

  • 3 · Investment income

    total $75,542 · excluded $75,542

  • 11a · Other revenue: OTHER INCOME

    total $11,744 · excluded $11,744

  • 11e · Other revenue, total

    $11,744

Functional expenses

Part IX, the statement of functional expenses.

  • 1 · Grants to domestic organizations and governments

    total $2,408 · program services $2,408

  • 5 · Compensation of officers, directors and key employees

    total $18,400 · management and general $18,400

  • 7 · Other salaries and wages

    total $59,141 · management and general $59,141

  • 10 · Payroll taxes

    total $6,995 · management and general $6,995

  • 11g · Fees: other

    total $12,260 · program services $5,724 · management and general $6,536

  • 13 · Office expenses

    total $17,400 · management and general $17,400

  • 14 · Information technology

    total $6,109 · management and general $6,109

  • 16 · Occupancy

    total $1,658 · program services $378 · management and general $1,261 · fundraising $19

  • 17 · Travel

    total $40,495 · program services $40,495

  • 23 · Insurance

    total $37,231 · program services $2,501 · management and general $34,596 · fundraising $134

  • 24a · Other expenses: SUBSCRIPTIONS/LIBRARY

    total $2,064 · program services $2,064

  • 24b · Other expenses: STAFF EXPENSES

    total $339 · management and general $339

Balance sheet

Part X, book values.

  • 1 · Cash, non-interest-bearing

    beginning of year $4,345 · end of year $0

  • 2 · Savings and temporary cash investments

    beginning of year $13,747,175 · end of year $0

  • 3 · Pledges and grants receivable

    end of year $0

  • 4 · Accounts receivable

    beginning of year $523,641 · end of year $0

  • 5 · Loans and receivables from officers and key people

    end of year $0

  • 6 · Loans and receivables from disqualified persons

    end of year $0

  • 7 · Other notes and loans receivable

    end of year $0

  • 8 · Inventories for sale or use

    end of year $0

  • 9 · Prepaid expenses and deferred charges

    beginning of year $13,803 · end of year $0

  • 10c · Land, buildings and equipment, net

    end of year $0

  • 11 · Investments: publicly traded securities

    end of year $0

  • 12 · Investments: other securities

    end of year $0

  • 13 · Investments: program-related

    end of year $0

  • 14 · Intangible assets

    end of year $0

  • 15 · Other assets

    end of year $0

  • 17 · Accounts payable and accrued expenses

    beginning of year $10,174 · end of year $0

  • 19 · Deferred revenue

    beginning of year $268,418 · end of year $0

  • 27 · Net assets without donor restrictions

    beginning of year $9,856,701 · end of year $0

  • 28 · Net assets with donor restrictions

    beginning of year $4,153,671 · end of year $0

Mission and programs · 2024

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 $8,011 · Revenue $6,738

  • 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 $45,458 · Grants $2,408 · Revenue $45,176

  • PUBLIC ADVOCACY: THE INSTITUTE SERVES AS A TRUSTED VOICE AND RESOURCE ASSESSMENT 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 $101

As filed on the 2024 return. The filer continues this part on Schedule O, which is not shown here.

Listed in Part VII

  • James Keyes

    BOT CHAIRMAN

    Total calculated
    $0
    Hours/week
    2

  • Charles Anderson

    BOT VICE CHAIRMAN

    Total calculated
    $0
    Hours/week
    2

  • Stephen Good

    BOT SECRETARY

    Total calculated
    $0
    Hours/week
    2

  • Laura Defina MD

    PRESIDENT & CEO

    Total calculated
    $175,000
    From this org
    $175,000
    From related orgs
    $0
    Other
    $0
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $0
    Bonus
    $175,000
    Other
    $0
    Deferred
    $0
    Nontaxable benefits
    $0
    Filer's total
    $175,000

  • Kayla Heath

    CHIEF FINANCIAL OFFICER

    Total calculated
    $64,400
    From this org
    $64,400
    From related orgs
    $0
    Other
    $0
    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

No itemized grants to organizations on this return.

Assets distributed on this return

Schedule N, as filed: what the organization did with its assets when it liquidated or dissolved, or disposed of more than a quarter of them, and who received them. A recipient with an EIN is usually a successor organization; filers also list expenses such as legal fees here.

Provenance

Return type
form_990
Tax year
2024
Filed
19 December 2025
IRS schema version
2024v5.2
Source object
202600139349302075

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