THE COOPER FOUNDATION INC (EIN 222213715) - Form 990 Financial Analysis & Trantor Score

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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

1978

Legal Domicile

Principal Officer

ROBERT ORTIZ

Phone

8563826502

Tax Period

2023-01-01 to 2023-12-31

THE COOPER FOUNDATION INC, founded in 1978, is a community nonprofit that reported $6.9M in total revenue in fiscal year 2023. The organization ran a surplus of $3.0M, a strong 44% operating margin.

Mission

TO SUPPORT THE CHARITABLE PURPOSES, PROGRAMS AND SERVICES OF THE COOPER HEALTH SYSTEM.

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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 (2023)

Revenue Breakdown

Contributions & Grants $6,206,643

Program Service Revenue $0

Investment Income $598,622

Other Revenue $117,704

TOTAL REVENUE $6,922,969

Expense Breakdown

Grants Paid $156,095

Salaries & Benefits $0

Fundraising Expenses $216,639

Program Expenses $3,150,143

Other Expenses $3,719,047

TOTAL EXPENSES $3,875,142

Year-over-Year Comparison

	2023	2022	Change
Revenue	$6,922,969	$6,747,500	+0.0%
Expenses	$3,875,142	$4,056,943	0.0%
Net Income	$3,047,827	$2,690,557	+0.1%

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

N/A

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

$862,049

Total Directors

$10,699,284

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
KEVIN O'DOWD JD	TRUSTEE (CO-PRESIDENT CHS)	3.00	Director	$0	$215,828	$3,185,230
ANTHONY MAZZARELLI MDJDMBE	TRUSTEE (CO-PRESIDENT CHS)	3.00	Director	$0	$215,119	$3,221,154
GENEROSA GRANA MD	TRUSTEE (DIR CC INST)	3.00	Director	$0	$28,641	$1,109,654
ROLAND SCHWARTING MD	TRUSTEE (DEPT CHIEF/CHAIR-CHS)	3.00	Director	$0	$24,527	$962,969
MICHAEL GOODMAN MD BEG 0523	TRUSTEE (PRES. MED. STAFF-CHS)	3.00	Director	$0	$68,288	$756,648
PHILIP A NORCROSS ESQ	CHAIRMAN/TRUSTEE	3.00	Officer Director	$0	$0	$0
DONNA FORMAN	FIRST VICE CHAIR/TRUSTEE	3.00	Officer Director	$0	$0	$0
CHRISTOPHER FIFIS	SECOND VICE CHAIR/TRUSTEE	3.00	Officer Director	$0	$0	$0
AMANDA HARTUNG-DIMATTIA	THIRD VICE CHAIR/TRUSTEE	3.00	Officer Director	$0	$0	$0
GRACE BARR	TRUSTEE (THRU 05/23)	3.00	Director	$0	$0	$0
JEFFREY BROWN	TRUSTEE	3.00	Director	$0	$0	$0
AMANDA R BURDEN MD	TRUSTEE (DIVISION DIR-CHS)	3.00	Director	$0	$65,909	$511,986
CHARLES M CAHN	TRUSTEE (THRU 05/23)	3.00	Director	$0	$0	$0
PENNY FERRARA	TRUSTEE (THRU 05/23)	3.00	Director	$0	$0	$0
DEB FOGEL	TRUSTEE	3.00	Director	$0	$0	$0
JUDITH HEUISLER	TRUSTEE (THRU 05/23)	3.00	Director	$0	$0	$0
MICHAEL E HIRSCH	TRUSTEE	3.00	Director	$0	$0	$0
COLLEEN HIRST	TRUSTEE (BEG 05/23)	3.00	Director	$0	$0	$0
ANNE E KOONS	TRUSTEE	3.00	Director	$0	$0	$0
EMILY KOSTIC	TRUSTEE	3.00	Director	$0	$0	$0
DEBORAH L KRAUSS-KELLEHER	TRUSTEE	3.00	Director	$0	$0	$0
MARTHA MATTHEWS MD - TRUSTEE	(PRES. MED. STAFF-CHS)(THRU 5/23)	3.00	Director	$0	$39,816	$587,687
JOHN MCNIFF	TRUSTEE (BEG 05/23)	3.00	Director	$0	$0	$0
ROBERT A ORTIZ JR	TRUSTEE/SVP & CHIEF PHILANTHROPY OFF	55.00	Officer Director	$0	$35,498	$363,956
RUTH PALMER	TRUSTEE (THRU 05/23)	3.00	Director	$0	$0	$0
SAL PAOLANTONIO	TRUSTEE	3.00	Director	$0	$0	$0
PHYLLIS PEARL	TRUSTEE (THRU 05/23)	3.00	Director	$0	$0	$0
ADAM J TALIAFERRO ESQ	TRUSTEE (THRU 05/23)	3.00	Director	$0	$0	$0
JACK TARDITI	TRUSTEE	3.00	Director	$0	$0	$0
ANN D THOMAS	TRUSTEE (THRU 05/23)	3.00	Director	$0	$0	$0
DINA MATHEWS-LAURENDEAU	BOARD SECRETARY/DIR. DEVEL.	40.00	Officer	$0	$25,189	$160,683
JOHN SCIANNI	TREASURER (VP/CONTROLLER-CHS)	3.00	Officer	$0	$40,063	$337,410
KENNETH M WRIGHT	FORMER TREAS (SVP/CAO - CHS)	3.00		$0	$61,701	$591,005
AMBER OAKLEY	FORMER SECRETARY	3.00		$0	$2,381	$100,834

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
2024	No data	No data	No data	No data
2023	$6,922,969	$3,875,142	$87,784,214	$3,047,827
2022	$6,747,500	$4,056,943	$76,424,260	$2,690,557
2021	$12,058,012	$5,367,628	$84,000,357	$6,690,384
2020	$8,300,234	$8,812,037	$70,645,463	$-511,803
2019	$7,978,888	$3,932,563	$70,881,306	$4,046,325
2018	$7,645,656	$3,119,543	$56,680,771	$4,526,113

THE COOPER FOUNDATION INC