THE COOPER INSTITUTE (EIN 237075529) - 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

1970

Legal Domicile

Principal Officer

LAURA F DEFINA

Phone

9723413200

Tax Period

2025-07-01 to 2025-08-31

THE COOPER INSTITUTE, founded in 1970, is a small nonprofit that reported $139K in total revenue in fiscal year 2024. Revenue fell 99% from the prior year — a significant decline worth monitoring. Expenses of $204K exceeded revenue, resulting in a 47% operating deficit.

Mission

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

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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 (2024)

Revenue Breakdown

Contributions & Grants $0

Program Service Revenue $51,914

Investment Income $75,542

Other Revenue $11,744

TOTAL REVENUE $139,200

Expense Breakdown

Grants Paid $2,408

Salaries & Benefits $84,536

Fundraising Expenses $153

Program Expenses $53,570

Other Expenses $117,556

TOTAL EXPENSES $204,500

Year-over-Year Comparison

	2024	2023	Change
Revenue	$139,200	$10,534,255	-1.0%
Expenses	$204,500	$2,090,437	-0.9%
Net Income	$-65,300	$8,443,818	-1.0%

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

N/A

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

$239,400

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
JAMES KEYES	BOT CHAIRMAN	2.00	Officer Director	$0	$0	$0
CHARLES ANDERSON	BOT VICE CHAIRMAN	2.00	Officer Director	$0	$0	$0
STEPHEN GOOD	BOT SECRETARY	2.00	Officer Director	$0	$0	$0
LAURA DEFINA MD	PRESIDENT & CEO	40.00	Officer	$175,000	$0	$175,000
KAYLA HEATH	CHIEF FINANCIAL OFFICER	40.00	Officer	$64,400	$0	$64,400

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	$139,200	$204,500	No data	$-65,300
2025	$10,534,255	$2,090,437	$14,288,964	$8,443,818
2024	$4,239,271	$3,852,041	$21,584,293	$387,230
2023	$2,070,386	$3,837,057	$19,919,211	$-1,766,671
2022	$6,086,797	$3,422,024	$21,168,691	$2,664,773
2021	$4,716,934	$4,767,800	$20,675,481	$-50,866
2020	$4,823,302	$5,854,016	$17,271,900	$-1,030,714
2019	$3,359,055	$6,304,686	$18,093,419	$-2,945,631
2018	$5,562,899	$7,041,022	$21,062,194	$-1,478,123

THE COOPER INSTITUTE