COOPER FOUNDATION

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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

1943

Legal Domicile

Principal Officer

FELICIA GOODMAN

Phone

2547540315

Tax Period

2024-04-01 to 2025-03-31

COOPER FOUNDATION, founded in 1943, is a mid-sized nonprofit that reported $13.0M in total revenue in fiscal year 2024. Revenue surged 40% from the prior year, signaling strong growth momentum. The organization ran a surplus of $10.0M, a strong 77% operating margin.

Mission

TO MAKE WACO, TX A BETTER OR MORE DESIRABLE CITY IN WHICH TO LIVE, WHICH IS ACCOMPLISHED BY GIVING GRANTS TO LOCAL NONPROFIT ORGANIZATIONS.

Program Service Accomplishments

Program 1

Expenses: $1,546,011

ONE OF THE FOUR FOCUS AREAS OF THE MADISON ALEXANDER COOPER AND MARTHA ROANE COOPERFOUNDATION IS COMMUNITY BUILDING AND SOCIAL SERVICES IN THE WACO AREA. DURING THE FISCALYEAR, GRANTS WERE MADE FOR THE FOLLOWING PURPOSES: PROVIDE IMMIGRATION LEGAL SERVICES, FIRE PREVENTION EDUCATION & FINANCIAL ASSISTANCE TO FAMILIES WITH HOME FIRES, REPLACE FIREFIGHTING PERSONAL PROTECTIVE EQUIPMENT, YARD SIGNS TO PROMOTE SAFE, HEALTHY COMMUNITIES, NEW FLOORING AT COMPASSION WACO, EXPAND GIRL SCOUT PROGRAMMING, SUPPORT COMMUNITY DEVELOPMENT WORK, EXPAND REINTEGRATION PROGRAM, SUPPORT ABSORPTION OF THE FAMILY & FOSTER CARE COALITION INTO HOT GOODWILL, SUPPORT NEW NONPROFIT NEWSROOM, SUPPORT CAPITAL CAMPAIGN AT NEW CENTER OF HOPE, SUPPORT THE SALARY FOR A NEW DEVELOPMENT DIRECTOR AT UNITED WAY, PROVIDE RACE EQUITY EDUCATION AND PROVIDE FUNDING TO BUILD A HABITAT HOME.

Program 2

Expenses: $221,526

ANOTHER FOCUS AREA FOR THE FOUNDATION IS ARTS, CULTURE, AND RECREATION. DURING THE FISCAL YEAR,THE FOUNDATION MADE GRANTS FOR THE FOLLOWING PURPOSES: SUPPORT THE REINTERPRETATION OF THE DR PEPPER...

ANOTHER FOCUS AREA FOR THE FOUNDATION IS ARTS, CULTURE, AND RECREATION. DURING THE FISCAL YEAR,THE FOUNDATION MADE GRANTS FOR THE FOLLOWING PURPOSES: SUPPORT THE REINTERPRETATION OF THE DR PEPPER MUSEUM'S WILTON'S LANDING EXHIBITION, PURCHASE A NEW SOUND SYSTEM, STAGE, PIPE AND DRAPE,CHAIR AND INSTALL A NEW ROOF AND SUPPORT THEATRE STAGE REDESIGN.

Program 3

Expenses: $688,203

THREE MORE FOCUS AREAS FOR THE FOUNDATION ARE EDUCATION, HEALTH, AND SENIOR CITIZENS. DURINGTHE FISCAL YEAR, THE FOUNDATION MADE GRANTS FOR THE FOLLOWING PURPOSES: MEMBERSHIP RENEWAL TO PHILANTHROPY ADVOCATES, SUPPORT INFRASTRUCTURE COSTS, PROVIDE NEW BANK UNIFORMS, HIRE A NONPROFIT CONSULTANT, SUPPORT CASE MANAGEMENT SERVICES, PROVIDE PATIENTS WITH NO- OR LOW-COST REPRODUCTIVE HEALTHCARE, REPAIR WALK-IN REFRIGERATOR AND RENOVATE THE KITCHEN FACILITY.

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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 $69,407

Program Service Revenue $0

Investment Income $12,908,917

Other Revenue $14,020

TOTAL REVENUE $12,992,344

Expense Breakdown

Grants Paid $2,106,251

Salaries & Benefits $319,489

Fundraising Expenses $0

Program Expenses $2,455,740

Other Expenses $538,536

TOTAL EXPENSES $2,964,276

Year-over-Year Comparison

	2024	2023	Change
Revenue	$12,992,344	$9,281,321	+0.4%
Expenses	$2,964,276	$2,750,444	+0.1%
Net Income	$10,028,068	$6,530,877	+0.5%

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

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

$155,609

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
DR ROLAND GOERTZ	TRUSTEE	1.50	Director	$0	$0	$0
DAVID LACY	CHAIRMAN	2.00	Officer Director	$0	$0	$0
SHARON SHIELDS	SECRETARY-TREASURER	2.00	Officer Director	$0	$0	$0
DALE FISSELER	TRUSTEE	1.50	Director	$0	$0	$0
MICHAEL MORRISON	TRUSTEE	1.50	Director	$0	$0	$0
VIRGINIA DUPUY	TRUSTEE EMERITUS	1.50	Director	$0	$0	$0
WILLIAM NESBITT	TRUSTEE EMERITUS	1.50	Director	$0	$0	$0
REVEREND LESLIE KING	TRUSTEE	1.50	Director	$0	$0	$0
JOSEPH W NESBITT	TRUSTEE	1.50	Director	$0	$0	$0
FELICIA CHASE GOODMAN	EXECUTIVE DIRECTOR	40.00	Officer	$155,609	$0	$155,609

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	$12,992,344	$2,964,276	$102,640,611	$10,028,068
2024	$9,281,321	$2,750,444	$99,474,302	$6,530,877
2023	$1,652,034	$2,792,777	$86,534,551	$-1,140,743
2022	$6,777,740	$3,317,267	$95,346,340	$3,460,473
2021	$6,626,085	$1,888,923	$91,861,634	$4,737,162
2020	$2,979,449	$1,914,895	$66,588,570	$1,064,554
2019	$3,568,686	$2,428,425	$70,849,105	$1,140,261