COOKE SCHOOL AND INSTITUTE

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Financial Vulnerability Assessment (Tuckman-Chang)

4 risk indicators measuring financial stability and operational resilience

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Financial Trends

Organization Details

Formation Year

1987

Legal Domicile

Principal Officer

DALE SANTOS

Phone

6462735555

Tax Period

2022-07-01 to 2023-06-30

COOKE SCHOOL AND INSTITUTE, founded in 1987, is a mid-sized nonprofit in the Human Services sector that reported $36.6M in total revenue in fiscal year 2022. Revenue grew 11% year-over-year, indicating healthy expansion. Expenses of $31.8M left a modest 13% surplus.

Mission

THE COOKE SCHOOL AND INSTITUTE ENVISIONS A WORLD IN WHICH ALL PEOPLE WITH DISABILITIES ARE INCLUDED AS VALUED MEMBERS OF THEIR COMMUNITIES, LEADING INDEPENDENT AND PURPOSEFUL LIVES. TO REALIZE THIS VISION, OUR SCHOOL EDUCATES STUDENTS WITH DIVERSE DEVELOPMENTAL DISABILITIES AND BACKGROUNDS, FROM EARLY CHILDHOOD THROUGH YOUNG ADULTHOOD.

Program Service Accomplishments

Program 1

Expenses: $25,922,135 Revenue: $31,590,851

THE COOKE SCHOOL SERVES 300 DIVERSE STUDENTS IN ITS FOUR SCHOOL DIVISIONS: COOKE LOWER SCHOOL (K-5TH GRADE), COOKE MIDDLE SCHOOL (6TH-8TH GRADE), COOKE UPPER SCHOOL (9TH-12TH GRADE) AND THE...

THE COOKE SCHOOL SERVES 300 DIVERSE STUDENTS IN ITS FOUR SCHOOL DIVISIONS: COOKE LOWER SCHOOL (K-5TH GRADE), COOKE MIDDLE SCHOOL (6TH-8TH GRADE), COOKE UPPER SCHOOL (9TH-12TH GRADE) AND THE TRANSITIONS PROGRAM (AGES 18-21 YEARS). STUDENTS RECEIVE MEANINGFUL, DIFFERENTIATED SPECIAL EDUCATION INSTRUCTION THAT PROMOTES SELF-DETERMINATION AND FOSTERS INDEPENDENCE. THROUGH A COMBINATION OF ROBUST ACADEMICS AND INTEGRATED THERAPEUTIC SERVICE (PROVIDED BY SPECIAL EDUCATION TEACHERS, SPEECH AND LANGUAGE, OCCUPATIONAL AND PHYSICAL THERAPISTS AND SCHOOL PSYCHOLOGISTS), STUDENTS LEARN TO BECOME VALUED MEMBERS OF THEIR COMMUNITIES. A COMMITMENT TO DIVERSITY AND INCLUSION ARE HALLMARKS OF A COOKE EDUCATION. STUDENTS TAKE PART IN A COMPREHENSIVE TRANSITION PROGRA THAT INCLUDES INTERNSHIP PLACEMENTS AND COMMUNITY-BASED ACTIVITIES THAT FOSTER VOCATIONAL READINESS AND THE DEVELOPMENT OF LIFE SKILLS.

Program 2

Expenses: $1,186,745 Revenue: $1,128,491

COOKE INSTITUTE (CI) FURTHERS COOKE'S MISSION PRINCIPLE BY SHARING ITS COLLECTIVE KNOWLEDGE AND COMMITMENT TO IMPROVE THE EDUCATIONAL EXPERIENCE FOR ALL STUDENTS, ESPECIALLY THOSE WITH UNIQUE...

COOKE INSTITUTE (CI) FURTHERS COOKE'S MISSION PRINCIPLE BY SHARING ITS COLLECTIVE KNOWLEDGE AND COMMITMENT TO IMPROVE THE EDUCATIONAL EXPERIENCE FOR ALL STUDENTS, ESPECIALLY THOSE WITH UNIQUE LEARNING NEEDS. THROUGH HIGH-QUALITY TEACHER TRAINING AND PROFESSIONAL DEVELOPMENT IN LITERACY, SPECIAL EDUCATION, INCLUSION, AND MATH, CI WORKS WITH EDUCATORS AND STAFF IN A WIDE RANGE OF SCHOOLS AND ORGANIZATIONS INCLUDING PRE-K FOR ALL PROGRAMS IN COMMUNITY BASED ORGANIZATIONS, CHARTER SCHOOLS, INDEPENDENT SCHOOLS, AND AFTER SCHOOL PROGRAMS SO THAT ALL STUDENTS HAVE APPROPRIATE AND EQUITABLE ACCESS TO LEARNING AND IMPROVE OUTCOMES. CI PROVIDES AN AVERAGE OF 700 DAYS OF TEACHER AND LEADERSHIP COACHING PER YEAR, SERVES SOME 160 CLASSROOMS THROUGH SOME 40 COACHING ENGAGEMENTS ACROSS PRE-K THROUGH 8TH GRADE CLASSROOMS, IMPACTING AN ESTIMATED 6,000 STUDENTS DIRECTLY AND INDIRECTLY, AS WELL AS 30 PROFESSIONAL DEVELOPMENT SESSIONS TO PROFESSIONALS ACROSS NYS.

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Trantor Score

Financial Health Score (300–850) · Liquidity · Solvency · Sustainability · Efficiency

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Liquidity (40%) • Solvency (30%) • Sustainability (20%) • Efficiency (10%)

Financial Overview (2022)

Revenue Breakdown

Contributions & Grants $3,715,966

Program Service Revenue $32,719,342

Investment Income $138,463

Other Revenue $60,018

TOTAL REVENUE $36,633,789

Expense Breakdown

Grants Paid $0

Salaries & Benefits $24,213,334

Fundraising Expenses $827,071

Program Expenses $27,108,880

Other Expenses $7,603,365

TOTAL EXPENSES $31,816,699

Year-over-Year Comparison

	2022	2021	Change
Revenue	$36,633,789	$33,112,278	+0.1%
Expenses	$31,816,699	$30,287,565	+0.1%
Net Income	$4,817,090	$2,824,713	+0.7%

Key Indicators

✗ Grants to Organizations ✗ Grants to Individuals ✗ Lobbying ✗ Political Activity ✗ Foreign Activities ✗ Donor Advised Fund ✓ Schedule B Required

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Financial Health Indicators

Comprehensive financial analysis: Altman Z-Score, liquidity, solvency, sustainability, efficiency, and growth metrics

Financial Distress Indicator

Liquidity & Cash Position

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Altman Z-Score • Liquidity Ratios • Solvency Analysis • Growth Indicators • Efficiency Metrics

Governance

Voting Members

Independent Members

Employees

319

Volunteers

Governance Policies

✗ Conflict of Interest Policy

✗ Whistleblower Policy

✗ Document Retention Policy

Special Practices & Reported Activities

✓ Operated a School

✗ Operated a Hospital

✗ Provided First Class Travel

✗ Reported Conflict of Interest

✗ Reported Asset Diversion

✗ Excess Benefit Transaction

✗ Made Political Expenditures

✗ Engaged in Lobbying

✗ Operated Donor Advised Fund

✗ Maintained Art Collections

✗ Filed Form 720

Compensation of Officers, Directors & Key Employees

Total Officers

$629,144

Total Directors

Key Employees

$343,929

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
FRANCIS TABONE	HEAD OF SCHOOL	37.5	Key Emp	$272,698	$71,231	$343,929
MICHAEL TERMINI	CONSULTANT	14.0	Highest	$252,480	$32,551	$285,031
MICHAEL EATON	V.P. INSTITUTIONAL ADVANCEMENT	37.5	Officer	$198,341	$61,336	$259,677
DEBORAH COOPER	V.P. GENERAL COUNSEL	37.5	Officer	$228,982	$24,435	$253,417
MARY CLANCY	HEAD OF UPPER SCHOOL	37.5	Highest	$166,861	$36,349	$203,210
WILLIAM ENGLISH	DIRECTOR OF ADMISSIONS	37.5	Highest	$161,379	$33,177	$194,556
JESSICA GARDNER	ASSISTANT HEAD OF SCHOOL	37.5	Highest	$160,368	$33,677	$194,045
CYNTHIA SURDI	HEAD OF COOKE LOWER/MIDDLE SCH	37.5	Highest	$170,458	$21,404	$191,862
DALE SANTOS	CHIEF FINANCIAL OFFICER	37.5	Officer	$103,699	$12,351	$116,050
ANDREA POLLACK	CHAIR	8.0	Officer Director	$0	$0	$0
DAVID WARREN	TREASURER	1.0	Officer Director	$0	$0	$0
HEATHER DAMON	VICE CHAIR	2.0	Officer Director	$0	$0	$0
WENDY BANNER	TRUSTEE	1.0	Director	$0	$0	$0
ELLEN BICKEL	TRUSTEE	1.0	Director	$0	$0	$0
DAGNALL FOLGER	TRUSTEE	2.0	Director	$0	$0	$0
ROGER MILLER	TRUSTEE	1.0	Director	$0	$0	$0
ANDREW MORRIS	TRUSTEE	2.0	Director	$0	$0	$0
JUNE NIKLUS	TRUSTEE	2.0	Director	$0	$0	$0
SARAH PAUL	TRUSTEE	2.0	Director	$0	$0	$0
KAREN ROBARDS	TRUSTEE	2.0	Director	$0	$0	$0
ARTHUR SKELSKIE	TRUSTEE	4.0	Director	$0	$0	$0
KENNETH WIRFEL	TRUSTEE	1.0	Director	$0	$0	$0
OZZIE RAMOS	TRUSTEE	1.0	Director	$0	$0	$0
BRETT ROGOFF	TRUSTEE	1.0	Director	$0	$0	$0
EAMON WALSH	TRUSTEE	2.0	Director	$0	$0	$0
JULIA TUNG	TRUSTEE	1.0	Director	$0	$0	$0
NICK JEREZ	TRUSTEE	1.0	Director	$0	$0	$0
AMANDA LUKOF	TRUSTEE	2.0	Director	$0	$0	$0

Note: Compensation data is self-reported by the organization on their Form 990. "Reportable Comp" includes salary, bonuses, and other reportable compensation from the organization and related organizations. "Other Comp" includes benefits, deferred compensation, and non-taxable benefits.

Historical Data

Year	Revenue	Expenses	Assets	Net Income
2025	No data	No data	No data	No data
2024	No data	No data	No data	No data
2023	$36,633,789	$31,816,699	$98,809,460	$4,817,090
2022	$33,112,278	$30,287,565	$86,490,284	$2,824,713
2021	$28,836,846	$25,498,078	$87,858,830	$3,338,768
2020	$28,287,309	$23,930,112	$89,488,220	$4,357,197
2019	$25,645,717	$22,077,680	$80,925,000	$3,568,037
2018	$26,437,346	$20,748,623	$76,928,087	$5,688,723