WI Cook Foundation Inc

EIN: 752051649 501(c)(3) Health Care

Fort Worth, TX

Total Revenue
$95,102,171
Total Expenses
$65,381,749
Total Assets
$4,613,436,734
Net Assets
$4,504,868,295
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Financial Trends

Organization Details

Formation Year
1985
Legal Domicile
TX
Phone
6828854000
Tax Period
2023-10-01 to 2024-09-30

WI Cook Foundation Inc, founded in 1985, is a mid-sized nonprofit in the Health Care sector that reported $95.1M in total revenue in fiscal year 2023. Revenue fell 37% from the prior year — a significant decline worth monitoring. The organization ran a surplus of $29.7M, a strong 31% operating margin.

Mission

Cook Children's is more than a health care system: we strive to be an extension of your family, growing with your child from their first steps to adulthood. By collaborating to deliver on our Promise to improve the well-being of every child in our care and our communities, we connect the dots for our patients. Between primary and specialty. Between home and medical home. Between short-term care and long-term health. Based in Fort Worth, Texas, we're 8,000+ dedicated team members strong, passionately caring for over 1.5 million patient encounters each year. Our integrated, not-for-profit organization spans two medical centers, two surgery centers, a physician network, home health services and a health plan. It also includes the Child Study Center at Cook Children's, Cook Children's Health Services Inc., and Cook Children's Health Foundation.

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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%)

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Financial Overview (2023)

Revenue Breakdown

Contributions & Grants $26,151,998
Program Service Revenue $0
Investment Income $86,133,711
Other Revenue $-17,183,538
TOTAL REVENUE $95,102,171

Expense Breakdown

Grants Paid $30,386,469
Salaries & Benefits $11,199,848
Fundraising Expenses $8,020,015
Program Expenses $50,528,932
Other Expenses $23,529,238
TOTAL EXPENSES $65,381,749

Year-over-Year Comparison

2023 2022 Change
Revenue $95,102,171 $151,454,642 -0.4%
Expenses $65,381,749 $44,775,655 +0.5%
Net Income $29,720,422 $106,678,987 -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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Liquidity & Cash Position

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

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Governance

Voting Members
32
Independent Members
32
Employees
44
Volunteers
87

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
11
$10,168,721
Total Directors
38
$0
Key Employees
3
$753,652
Highest Compensated
5
reported
Name Title Hours/Week Role Reportable Comp Other Comp Total
Belen M Garren Trustee - Sec/Treasurer 2.0
Officer Director
$0 $0 $0
Peter L Philpott Trustee - Chairman 2.0
Officer Director
$0 $0 $0
Rick Sorenson Trustee - Vice Chair 2.0
Officer Director
$0 $0 $0
Andrew J Rosell Trustee 1.0
Director
$0 $0 $0
Andrew P Lombardi Trustee 1.0
Director
$0 $0 $0
Ashli Blumenfeld Trustee End 5/31/24 1.0
Director
$0 $0 $0
Benjamin A Rosenthal Trustee START 6/1/24 1.0
Director
$0 $0 $0
Brian C Crumley Trustee 1.0
Director
$0 $0 $0
Brian C Newby Trustee 1.0
Director
$0 $0 $0
Dale F Klose Trustee START 6/1/24 1.0
Director
$0 $0 $0
Frost R Prioleau Trustee End 5/31/24 1.0
Director
$0 $0 $0
Hadley Woerner Trustee 1.0
Director
$0 $0 $0
Harlington Peter Ku DDS Trustee 1.0
Director
$0 $0 $0
James E Webb Trustee 1.0
Director
$0 $0 $0
James Matthew Johnson Trustee END 5/31/24 1.0
Director
$0 $0 $0
Jerry R Conatser Trustee END 5/31/24 1.0
Director
$0 $0 $0
John Merrifield Trustee 1.0
Director
$0 $0 $0
Jon S Brumley Trustee END 5/31/24 1.0
Director
$0 $0 $0
Karl Biggs Trustee 1.0
Director
$0 $0 $0
Kathryn S Wells Trustee START 6/1/24 1.0
Director
$0 $0 $0
Kenneth Hampton Trustee 1.0
Director
$0 $0 $0
Laura Bird Trustee 1.0
Director
$0 $0 $0
Lisa H Jamieson Trustee END 5/31/24 1.0
Director
$0 $0 $0
Michael M Gonzalez Sr Trustee 1.0
Director
$0 $0 $0
Michael R Dike Trustee 1.0
Director
$0 $0 $0
Michael R Pavell Trustee 1.0
Director
$0 $0 $0
R Kyle Kight Trustee 1.0
Director
$0 $0 $0
R Russell Morton Trustee 1.0
Director
$0 $0 $0
Rachel R Werner Trustee 1.0
Director
$0 $0 $0
Richard W Dyess Trustee 1.0
Director
$0 $0 $0
Roger P Marcincuk Jr Trustee 1.0
Director
$0 $0 $0
Rosalind Evans Trustee 1.0
Director
$0 $0 $0
Victoria Puente-Peters Trustee 1.0
Director
$0 $0 $0
Wally Jones Trustee 1.0
Director
$0 $0 $0
William Butler Trustee 1.0
Director
$0 $0 $0
William E Bailey Trustee 1.0
Director
$0 $0 $0
William Jackson Rattikin III Trustee 1.0
Director
$0 $0 $0
Willie Houston III Trustee 1.0
Director
$0 $0 $0
B Anthony Bagwell SVP, CIIO 40.0
Officer
$1,763,275 $218,385 $1,981,660
Cory R Rhoades Chief Financial Officer 2.0
Officer
$0 $136,241 $1,002,449
Grant W Harris SVP, Chief Development Officer 40.0
Officer
$654,800 $115,101 $769,901
Joseph M Gallagher SVP, Chief Legal Officer 1.0
Officer
$0 $138,911 $1,022,881
Mary Cara Martz Secretary 1.0
Officer
$0 $21,095 $205,002
Rick W Merrill President/CEO 8.0
Officer
$551,089 $550,074 $3,305,517
Spencer D Seals VP Construction & Real Estate 2.0
Officer
$0 $84,754 $488,249
Stephen W Kimmel EVP, Sys Finance 2.0
Officer
$60,884 $175,382 $1,393,062
Jennifer Johnson AVP Donor Relations 40.0
Key Emp
$235,953 $25,973 $261,926
Kimberly Mcginnis Vice President 40.0
Key Emp
$258,830 $53,095 $311,925
Martha Mattox AVP, Major Gifts 40.0
Key Emp
$169,826 $9,975 $179,801
Christopher Tindell Investment Manager 40.0
Highest
$282,842 $33,451 $316,293
Dayle Lowry Investment Operations Mgr 40.0
Highest
$328,639 $26,832 $355,471
Drew Smith Senior Investment Analyst 40.0
Highest
$194,795 $9,747 $204,542
Jamye Shaffer Manager, Investment Operations 40.0
Highest
$173,710 $30,521 $204,231
Priti Mody Managing Director 40.0
Highest
$921,781 $17,279 $939,060
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 $95,102,171 $65,381,749 $4,613,436,734 $29,720,422
2023 $151,454,642 $44,775,655 $3,797,083,708 $106,678,987
2022 $189,117,182 $46,656,091 $3,401,810,693 $142,461,091
2021 $259,660,047 $44,044,793 $3,246,012,284 $215,615,254
2020 $88,050,882 $47,292,929 $2,213,091,555 $40,757,953
2019 $80,371,889 $43,236,136 $2,013,556,230 $37,135,753
2018 $156,135,116 $47,262,451 $1,954,506,001 $108,872,665
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