FRANK HERVEY COOK TRUST

EIN: 816032266 501(c)(3)

MILWAUKEE, WI

Total Revenue
$733,122
Total Expenses
$285,400
Total Assets
$10,991,248
Net Assets
$10,991,248
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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
1973
Legal Domicile
MT
Phone
4064475253
Tax Period
2024-01-01 to 2024-12-31

FRANK HERVEY COOK TRUST, founded in 1973, is a small nonprofit that reported $733K in total revenue in fiscal year 2024. Revenue grew 12% year-over-year, indicating healthy expansion. The organization ran a surplus of $448K, a strong 61% operating margin.

Mission

STUDENT SCHOLARSHIPS AND RELATED FEES

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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 (2024)

Revenue Breakdown

Contributions & Grants $5,675
Program Service Revenue $0
Investment Income $580,746
Other Revenue $146,701
TOTAL REVENUE $733,122

Expense Breakdown

Grants Paid $218,744
Salaries & Benefits $0
Fundraising Expenses $0
Program Expenses $221,229
Other Expenses $66,656
TOTAL EXPENSES $285,400

Year-over-Year Comparison

2024 2023 Change
Revenue $733,122 $653,192 +0.1%
Expenses $285,400 $341,897 -0.2%
Net Income $447,722 $311,295 +0.4%
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

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Governance

Voting Members
N/A
Independent Members
N/A
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
0
$0
Total Directors
18
$0
Key Employees
0
$0
Highest Compensated
0
reported
Name Title Hours/Week Role Reportable Comp Other Comp Total
JAMIE DOGGETT TRUSTEE N/A
Director
$0 $0 $0
FAYE HANSON WARREN TRUSTEE N/A
Director
$0 $0 $0
MICHAEL G HIRSCHFELD TRUSTEE N/A
Director
$0 $0 $0
JAMES TAYLOR TRUSTEE N/A
Director
$0 $0 $0
ERIC JACOBSEN TRUSTEE N/A
Director
$0 $0 $0
MARETT TAYLOR TRUSTEE N/A
Director
$0 $0 $0
VALERIE WEBSTER TRUSTEE N/A
Director
$0 $0 $0
JAEL KAMPFE TRUSTEE N/A
Director
$0 $0 $0
KEITH LAUVER TRUSTEE N/A
Director
$0 $0 $0
JEFF ARBIZZANI BOARD MEMBER N/A
Director
$0 $0 $0
HEATHER CRUTCHFIELD TRUSTEE N/A
Director
$0 $0 $0
MEG GILDEHAUS TRUSTEE N/A
Director
$0 $0 $0
ALEX BLAKE TRUSTEE N/A
Director
$0 $0 $0
JOE JESSEPE TRUSTEE N/A
Director
$0 $0 $0
LILLY CORNING TRUSTEE N/A
Director
$0 $0 $0
MARK ETCHART TRUSTEE N/A
Director
$0 $0 $0
SETH SCHELIN TRUSTEE N/A
Director
$0 $0 $0
SCOTT HUGHES TRUSTEE N/A
Director
$0 $0 $0
JEFFREY SHERLOCK USB TRUSTEE N/A
$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
2024 $733,122 $285,400 $10,991,248 $447,722
2023 $653,192 $341,897 $10,544,879 $311,295
2022 $1,011,096 $374,018 $10,233,607 $637,078
2021 $998,436 $374,346 $9,647,320 $624,090
2020 $546,001 $371,010 $9,095,273 $174,991
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