The Cooper Institute Community Impact Report (2018-2019)

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TOGETHER, WE

I N V E S T I G A T E .

I N F O R M .

I N S P I R E .

C O MMUNI T Y IMPA C T R E P O R T 2 018-2 019


INVESTIGATE

INFORM

INSPIRE

IMPACT


LETTER FROM THE BOARD CHAIRMAN & PRESIDENT

Dear Friends, The Cooper Institute is grounded in science with a mission to improve health and wellness through research, education and advocacy. Our founder, Dr. Kenneth H. Cooper, is a true pioneer in the field of exercise as medicine. Under his guiding light, the role of physical activity and healthy living to promote both health and wellness has led to dramatic societal changes, making a powerful impact on public health over the past 50 years.

Today, it is well known that physical activity and fitness are imperative for better overall health. Despite that fact, the obesity and inactivity crisis continues. In 2019, we continued to follow this critical vision. First, we continued our prevention research to understand the optimal lifestyle factors to encourage more Americans to live healthy lives without health-altering obesity and inactivity. In addition, with over 56 million Americans who will be 65 or older in 2020, the race is on to understand how to help everyone live longer, healthier, physically active lives. Using the world-renowned Cooper Center Longitudinal Study (CCLS) and partnering with researchers from across the country and the world, our research team will explore the best ways to maintain memory and brain health throughout the lifespan as well as other critical topics in healthy aging. The CCLS will allow researchers to answer important prevention questions for many years to come. The Cooper Institute advocates and educates the public, the healthcare community, and policy-makers on the health and wellness benefits of exercise throughout the lifespan. Our bold long-term goal is to ensure that every child in every state has quality physical education and fitness assessment. We are fortunate to have long-term strategic partners, like the National Football League Foundation and United Way of Metropolitan Dallas, that share our common goal of raising healthy, fit children who will grow into healthy, fit adults. As a 501(c)3 non-profit, our goal is to fund our endowment to allow our critical public health research to continue into the next 50 years. In the past year, we have continued to focus our activities, tighten our expenses, and build the endowment so that we can impact the health of future generations. We are so grateful for your commitment and support of our on-going scientific research. Join us as we enter into the second 50 years of important prevention and lifestyle research and education. It will take all of us to improve the health of our city, nation, and world. “March Forth� with us and live Well. Into the future.

Tedd Mitchell, MD

Chairman, Board of Trustees, The Cooper Institute

Laura F. DeFina, MD, FACP President and CEO, The Cooper Institute


Kenneth H. Cooper, MD, MPH Founder and Chairman Emeritus The Cooper Institute

The Cooper Institute is dedicated to promoting life-long health and wellness through research and education.

2018-2019 BOARD OF TRUSTEES AND THE COOPER INSTITUTE TEAM

Tedd Mitchell, MD

Charles Anderson

Stephen D. Good

Troy Aikman

Arthur M. Blank

Tony Evans, THD

David D. Glass

Ray L. Hunt

James W. Keyes

Drayton McLane, Jr.

Texas Tech University System

Oak Cliff Bible Fellowship

Bandera Ventures

Glass Investments, LLC

Foley Gardere

Hunt Consolidated, Inc.

Aikman Enterprises

Key Development, LLC

The Arthur M. Blank Family Foundation and Blank Family of Businesses

McLane Group


TOGETHER, WE

IMPACT HEALTH AND WELLNESS

Brian O. Casey

Thomas W. Codd

Tyler C. Cooper, MD, MPH

Susan Dell

Elmer L. Doty

Hon. Jeanne L. Phillips

Nina B. Radford, MD

Steven S. Reinemund

Eduardo Sanchez, MD

Roger Staubach

Westwood Holdings Group

Hunt Consolidated, Inc.

PricewaterhouseCoopers

Cooper Clinic

Cooper Aerobics

PepsiCo, Inc. Wake Forest University

Michael & Susan Dell Foundation

American Heart Association

Carlyle Group

15 Partners

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PROTECTING PHYSICAL EDUCATION

The basics of health and nutrition are fundamental - a lesson we must teach our students. Unfortunately, more than one-third of Texas students are overweight, putting them at higher risk for numerous chronic diseases, including diabetes and heart disease. Without ongoing health and physical education (PE) resources in our schools, our youth risk becoming the first generation to live shorter lives than their parents. It was clear in the mid-2000s that the focus of education had moved away from this critical bedrock. In 2007, with the support of many concerned Texans - including Dr. Kenneth H. Cooper, the Father of Aerobics - we were able to unanimously pass Senate Bill 530, which required “moderate or vigorous� daily physical activity in grades K-8, physical activity in middle school, annual physical fitness assessment in grades K-12 and the reporting of the assessments (without names) to the Texas Education Agency in summary form. These assessments allow the Commissioner of Education to measure the relationship between the health of our students and their academic performance, attendance, disciplinary problems, and other issues. Dr. Kenneth H. Cooper and The Cooper Institute, with a mission of improving health and wellness through research and education, continue to advocate for more well-rounded programs, with adequate physical activity and fitness assessment, to ensure that children are gaining from the existing programs.

Health and wellness success will help Texas to raise the next generation of college-ready, military-ready, and career-ready individuals who will live healthy lives. I appreciate Dr. Cooper and the Cooper Institute for their important work, which is evident in the contents of this report. Very truly yours,

Jane Nelson

Texas State Senator | District 12


TOGETHER, WE

IMPACT PUBLIC HEALTH A BRIGHTER FUTURE FOR CHILDREN Together, we advance policies that will improve the health and wellness of all Americans. Think of how many lives and how much money we could save if we prevented these conditions from ever happening. Here are some of our key victories in public policy to improve health in our home state of Texas and across the country:

FitnessGram - Passed in Texas

The Texas Legislature approved $2 million in continued funding of FitnessGram and analysis in public schools. A feasibility study is underway in Montana and Oklahoma lawmakers are once again looking to make FitnessGram the statewide assessment of youth fitness. Meanwhile, Hip Hop Public Health is giving the FitnessGram PACER test cadence a fresh new sound for today’s youth.

Tobacco 21 - Passed in 10 states

Tobacco usage is the leading cause of preventable death, costing over $300 billion annually in direct medical care and lost productivity. The Tobacco 21 coalition is fighting to prevent 95% of young people from developing this deadly addiction. This year 10 states (Virginia, Illinois, Delaware, Arkansas, Washington, Maryland, Utah, Vermont, Texas, Connecticut, New York, Ohio) acted to raise the purchase age from 18 to 21 for tobacco and vaping products to protect teen health.

PHIT Act - Passed by the U.S. House of Representatives

If enacted, the Personal Health Investment Today (PHIT) Act will encourage more Americans to get active and healthy with pre-tax benefits. By helping offset the costs of gym memberships, race entry fees, and sports leagues, we can help prevent chronic diseases and reduce healthcare costs for all.

581 BILLION $2 MILLION

$

U.S. healthcare cost per year for heart disease, obesity and physical inactivity

Approved by the Texas Legislature to continue funding of FitnessGram and analysis in public schools

2018 - 2019 COMMUNITY IMPACT REPORT

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RAISING A HEALTHIER GENERATION Ground-breaking research from the NFL PLAY 60 FitnessGram Project, a partnership between the NFL Foundation and The Cooper Institute, proves that NFL PLAY 60 programs work to help students in all 32 team markets improve cardio fitness and achieve a healthier body weight.

“We are proud to use FitnessGram by The Cooper Institute, the leading authority on fitness research, to improve student fitness in schools across the country.” Charlotte Jones Anderson

NFL Foundation Chairman Dallas Cowboys Executive Vice President and Chief Brand Officer

The Healthy Zone Schools program, a partnership with United Way of Metropolitan Dallas, supports and recognizes schools that are fighting the childhood obesity epidemic through physical activity and nutrition education to create a culture of health at school, at home, and in the community.

“We believe every child in our community deserves a lifetime of good health. Our partnership with The Cooper Institute brings scientific validity to the Healthy Zone School program, creating sustainable, healthy school environments by improving nutrition and fitness education.” Jennifer Sampson

McDermott-Templeton President and CEO at United Way of Metropolitan Dallas


TOGETHER, WE

IMPACT PUBLIC HEALTH IMPROVING STUDENT FITNESS IMPROVES STUDENT SUCCESS DR. COOPER’S FIFTH FOUNDING CHARTER OBJECTIVE (1970):

Initiate studies with various ages of school children in an effort to improve the effectiveness of physical education programs in an attempt to educate, motivate, and prepare school children for the inherent health problems of an affluent society.

1 IN 3

CHILDREN WILL BE DIAGNOSED WITH DIABETES IN THEIR LIFETIME

60 MINUTES DAILY PHYSICAL ACTIVITY NEEDED FOR YOUTH

Childhood obesity is one of the greatest threats to our children’s health and can lead to a life filled with chronic diseases and cardiovascular risk factors such as diabetes, cancer, heart disease, and more. Physical activity and fitness, combined with nutrition education, can put kids on the right path for success in school and life after. The new FitnessGram student reports makes it easier for students, teachers and parents to see if their child is in the healthy zone for each of the five tested categories: aerobic capacity, body composition, muscular strength, muscular endurance and flexibility. Now available in both English and Spanish, FitnessGram reaches over 10 million students across the country.

We know that active, fit kids perform better in school. Making FitnessGram accessible to all students in all 50 states will have the greatest impact on public health for our nation’s youth.

38 MILLION 196 SCHOOLS STUDENTS INVOLVED IN NFL PLAY 60 NATIONWIDE

IN THE HEALTHY ZONE SCHOOLS PROGRAM IN NORTH TEXAS

10 MILLION

159,000

STUDENTS MEASURED WITH FITNESSGRAM

STUDENTS IN HEALTHY ZONE SCHOOLS

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“The legacy we leave matters.” Arthur Blank

CHEERFUL GIVING

The Arthur M. Blank Family Foundation and Blank Family of Businesses

Let each one do just as he has resolved in his heart,” says the Bible, “not reluctantly or under compulsion, for God loves a cheerful giver.”​ - 2 Corinthians 9:7 Dr. Kenneth Cooper is the ultimate “cheerful giver” and surely God loves him. Paying it forward is the ultimate way of giving, and Dr. Cooper has been paying it forward his entire life. As a young man, he committed his life to science and medicine determined to help his fellow man. Dr. Cooper is a happy man. He knows that heartfelt generosity brings happiness. But even today, we can’t fully comprehend the ways that he has changed the world and the lives of millions who have or will enjoy the benefits of his research and his teachings. Dr. Cooper did more than change the world’s understanding of the medical benefits of fitness. While doing so, he created a cache of data that is unmatched in the world. For more than 40 years, The Cooper Institute has been collecting the data (diet, fitness and medical statistics) on over 115,000 participants. That data represents a research gold mine. It holds information that could unlock scientific and medical breakthroughs that could provide the secrets to prevention of everything from Alzheimer’s disease to the common cold. Each of us can share in the joy of changing our world. While few of us will dedicate our lives to medical research, each of us can support the legacy of Dr. Cooper and ensure that his work will continue for generations to come. Each of us can become a “cheerful giver” while continuing to pay it forward by unlocking the secrets of healthy living. You too can share our mission and support this important research. You too can share in the joy of giving and take pride in developing medical breakthroughs that will save lives. The annual Legacy Award Dinner recognizes leaders like Arthur Blank, Drayton McLane and David Glass who have been instrumental in producing the foundational work of The Cooper Institute. You can support this important mission through your participation. The Meyer Society, inspired by past chairman Fred Meyers’ dedication to The Cooper Institute, and the continued research of the Cooper Center Longitudinal Study, represents another way to contribute to this important mission.

We welcome your involvement and active participation in The Cooper Institute and encourage you to join our ranks of “cheerful givers” who experience the joy of preventing illness and improving the quality of life for all of mankind.

James W. Keyes

President of Key Development, LLC

Legacy Award Recipients include: • • • • • • •

Arthur M. Blank Drayton McLane, Jr. Roger Staubach Lyda Hill Ray L. Hunt Peter O’ Donnell, Jr. Fred Meyer (1927-2012)


TOGETHER, WE

IMPACT COMMUNITIES Celebrating Vision, Leaving a Legacy

The annual Legacy Award Dinner celebrates visionary leaders who are invested in the mission of The Cooper Institute to build a healthier generation. Arthur M. Blank, the 2018 recipient, made an incredible impact in his home state of Georgia by helping FitnessGram become the statewide youth fitness assessment in public schools. His influence and advocacy facilitated powerful strategic alliances with partners such as the Department of Public Health, Georgia Department of Education, Georgia SHAPE, and the Atlanta Falcons. By embracing the NFL PLAY 60 FitnessGram Project, these combined efforts led to an improvement in student fitness, a reduction in childhood obesity, and improved academic performance on state exams across Georgia. He now has his sights on Montana, where he is helping with a FitnessGram feasibility study to improve youth health.

7 YEARS

OF GEORGIA FITNESSGRAM DATA SHOWS MORE STUDENTS ACHIEVING HEALTHY WEIGHT

5% DECLINE IN GEORGIA’S OVERALL CHILDHOOD OBESITY RATE

Inspiring the Future

Our 2018 Well.Hero. Award recipient, the late Orville Rogers, continues to inspire others to pursue fitness at any age. A beloved figure on the Cooper campus and member of The Meyer Society, Rogers took up running at 50 years old after reading Dr. Cooper’s book Aerobics. He went on to break 18 world records in track after the age of 90 and proved at 101 years old that exercise really is the best way to live well into the future.

Orville C. Rogers

USATF World Record Runner (1917-2019)

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WORKING TOGETHER ALWAYS WORKS The Cooper Institute®

Meyer Society

Our founding trustee, Fred Meyer, believed in the power of fitness and invested deeply. Named in his honor, Meyer Society Planned Giving celebrates his legacy of stewardship by giving others the opportunity to invest in the future of our research through estate plan gifts. The Meyer Society Lecture Series highlights this opportunity as part of an engaging discussion on the future of public health and research. At this year’s lecture Margaret Spellings, President and CEO of Texas 2036, discussed how raising a healthy workforce is critical to the future success of the Texas.

Meyer Society Members: • Meridith and Brian Casey • Kenneth H. Cooper, MD, MPH • Thomas and Shelly Codd • Joseph and Laura F. DeFina, MD • Elmer L. Doty • Leroy Howard • Amy Johnson

• Claire Kinzy • Trey Lindsey • Tedd Mitchell, MD • Orville C. Rogers • Roger Staubach • Beth B. Wright, PhD

“I had the great pleasure of knowing Fred Meyer as a board member of my company. He was a great leader and a true friend. He was passionate about the research being done at The Cooper Institute and kindly recommended me to the Board of Trustees. I am proud to be a member of the Meyer Society and to promote the great work of The Cooper Institute, which will benefit future generations here and around the world.” Brian Casey

President and CEO of Westwood Holdings Group


TOGETHER, WE

IMPACT COMMUNITIES THE SMALLEST EFFORTS OFTEN MAKE THE GREATEST IMPACT. Whether they are vendors, teammates, business leaders, legislators, or life-long fitness enthusiasts, the daily efforts of our volunteers and advocates support our mission and help change the world. Cooper Give for Good

Teammates across the Cooper campus understand and continue to demonstrate their commitment through the Cooper Give For Good campaign. Nearly 500 teammates have given over $200,000 to support our research and make an impact in Dallas where we live, work and play.

200,000

$

RAISED IN 5 YEARS BY COOPER TEAMMATES

The Rosewood Foundation

Our research proves that healthy kids are better students. That’s why The Cooper Institute collaborated with the Vision Impact Institute to raise awareness about the importance of good vision and physical fitness to improve “whole child” health. Through a generous grant from The Rosewood Foundation, we reached over 324,000 engaged readers through digital newsletters and social media.

174,000

Left to Right: Caroline Rose Hunt (1923-2018); Julia Sands, Trustee of The Rosewood Foundation; Lynn Mahurin, Vice President of The Rosewood Foundation

PRESCHOOLERS IN THE U.S. STRUGGLE WITH UNTREATED VISION PROBLEMS

“FitnessGram by The Cooper Institute is a key component of assessing ‘whole child’ health and wellness. We are proud to support this initiative to help children succeed in school and build healthy habits for the future.” Lynn Mahurin

Vice President of The Rosewood Foundation 2018 - 2019 COMMUNITY IMPACT REPORT

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HEART OF AN ATHLETE As a non-athlete in high school and college, I admit I have to ask myself how could it possibly be that at the age of 76 I completed the World Marathon Challenge of 7 marathons on 7 continents in 7 days and broke the oldest finisher’s record by 9 years. The answer began in 1968 when I stumbled across the Aerobics book by an unknown guy named Dr. Kenneth Cooper. Little did I know that our paths would cross again and again and that Dr. Cooper would lead me on a life-time journey to almost endless energy for work and play, endurance beyond my imagination, and the fun and joys of eating healthy, sleeping deeply, praying daily, and loving family, friends and LIFE. It did not happen easily or quickly. At the age of 38 when I began entering races, I first had to learn it did not matter that I would never win a race and that I would often finish in the back of the pack and sometimes last in the 202 marathons and ultra-marathons during the next 38 years. I then learned what was by far the most important: Even though my best efforts would never win a race, my body, mind and soul benefited by competing just as much and maybe more than the winners and that in life we may all learn more through our last place finishes and failures than through our first place finishes and successes. I continued to read Dr. Cooper’s many books. Following his research and teachings, I learned that it all came down to how I lived my daily life and how I continued to exercise, run, walk, swim or bike each and every day. Daily exercise became one of the most important foundation stones of my life and 38 years later, this foundation stone enabled me to become the oldest finisher of the World Marathon Challenge. Citizens of the world, let me share one secret: If you exercise each and every day, seven days a week, it never becomes a question of “IF”, which takes will power, but only a question of “WHEN”, which requires almost no will power.

Thank you, Dr. Cooper. Let us hope and pray that your research, knowledge and message of preventive health will sweep through all countries and prevail over the new plagues of obesity, diabetes and related diseases and will bring health, happiness and peace to our good earth!

Dan Little

Attorney at Law Little Law Firm, PLLC Little Oliver Gallagher, PLLC

“If you exercise each and every day, seven days a week, it never becomes a question of ‘IF’, which takes will power, but only a question of ‘WHEN’, which requires almost no will power.” Dan Little World Marathon Challenge “Oldest man” - (USA), 76 years


TOGETHER, WE

IMPACT QUALITY OF LIFE HOW EXTREME EXERCISE AFFECTS THE HEART Exercise is the best medicine, but can you have too much of a good thing? Back in 1975, The Cooper Institute published the first study of elite runners, including such famous names as Jeff Galloway, Steve Prefontaine, Frank Shorter, and more. The study found that elite runners had significantly lower resting heart rates and body mass with higher aerobic capacity, maximal heart rate, left ventricle size, running efficiency, and lung function than average men. Similarly in 2019, our biggest study of the year takes a closer look at endurance athletes, which could include marathoners, triathletes and cyclists, who exercise at high levels to assess their risk of coronary artery calcification. Published in JAMA Cardiology with UT Southwestern, the study showed that these athletes have an 11% greater risk of clinically significant plaque buildup in their coronary arteries but no greater risk of mortality. For those with less calcification, being highly fit reduced the risk of death by 46% over their less-fit counterparts further proving that fitness is both preventive and protective. Our long history of research continues to prove why we all need to work harder to get fitter so we can live longer.

46

% REDUCED

MORTALITY

RISK IF HIGHLY FIT WITH MINIMAL CALCIFICATION

1 IN 4

AMERICANS DIE FROM CARDIOVASCULAR DISEASE

PUBLISHED: JANUARY 2019

Dr. Michael Pollock observes Steve Prefontaine’s V02 max test during the 1975 Elite Runners Study.

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56% THE COOPER INSTITUTE RESEARCH STUDY WITH UT SOUTHWESTERN SHOWS THAT FITNESS LEADS TO A 56% REDUCED RISK OF BOTH DEPRESSION AND DEATH BY HEART DISEASE. (JAMA PSYCHIATRY)

EXPLORING THE UNKNOWN

“SOMEWHERE, SOMETHING INCREDIBLE IS WAITING TO BE KNOWN.” CARL SAGAN

TOGETHER, WE ANSWER QUESTIONS ABOUT HOW TO LIVE A HEALTHIER LIFE AT ANY AGE. “The question has never been whether exercise is good for you, but whether extreme exercise is bad for you. For the past decade or so, there’s been increasing concern that high-volume, high-intensity exercise could injure the heart. We found that high volumes of exercise are safe, even when coronary calcium levels are high.” Dr. Benjamin Levine

Professor of Institute for Exercise and Environmental Medicine UT Southwestern Texas Health Presbyterian Hospital Dallas

36% FITNESS CAN PROTECT THE BRAIN AS WE AGE, LEADING TO A 36% REDUCED RISK OF ALZHEIMER’S AND DEMENTIA AND A 41% LOWER RISK OF COGNITIVE IMPAIRMENT. (ANNALS OF INTERNAL MEDICINE) (PREVENTIVE MEDICINE)

40% PHYSICAL FITNESS AND HEALTHY LIFESTYLE CHOICES CAN SAVE NEARLY 40% IN ANNUAL HEALTHCARE COSTS. (JOURNAL OF THE AMERICAN COLLEGE OF CARDIOLOGY)


TOGETHER, WE

IMPACT QUALITY OF LIFE THE POWER OF RESEARCH It’s a fact. Exercise is the best preventive medicine and The Cooper Institute stands as the leading authority on the long-term benefits of physical fitness.

“The known benefits of regular physical activity include decreased mortality, heart disease, diabetes, and many other medical conditions, which reminds us how important it is to participate in regular physical activity.” Dr. Laura F. DeFina CEO and Chief Science Officer The Cooper Institute

We work together with top minds from elite institutions around the country to guide the future of prevention research from the Cooper Center Longitudinal Study (CCLS) - the world’s largest and longest-running database on measured aerobic fitness. Nearly 50 years ago, Dr. Cooper set out to change the hearts and minds of doubters through scientific research. Now with over 700 articles in leading medical journals, the case for public health initiatives to improve fitness are stronger than ever. The inaugural Prevention Research Summit brought together these nationally-recognized physicians and scientists to plan key areas of study to pursue as well as partnerships in academia or in public and private sectors.

Nationally Recognized Researchers: • Jarett Berry, MD

• William Kraus, MD

• Barry A. Franklin, PhD

• I-Min Lee, MBBS, MPH, ScD

• William Haskell, PhD

• Benjamin Levine, MD

UT Southwestern Medical Center Wayne State University

Stanford University

• Harold Kohl, PhD

UTHealth School of Public Health

• Wendy Kohrt, PhD

University of Colorado School of Medicine

300,000 PATIENT RECORDS IN THE CCLS DATABASE

Duke University

Harvard University

UT Southwestern Medical Center Institute for Exercise and Environmental Medicine

• Charles Matthews, PhD National Cancer Institute

National Institutes of Health

700

+

PUBLISHED RESEARCH STUDIES IN LEADING MEDICAL JOURNALS 2018 - 2019 COMMUNITY IMPACT REPORT

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FITNESS IS THE FUTURE The Cooper Center Longitudinal Study (CCLS) began in 1970 to prove the health benefits of physical activity. In the last 49 years, we have been able to answer critical questions related to fitness, health, and mortality that, along with the book Aerobics, changed the way the world looks at “exercise as medicine.” I have always said that it is much easier to maintain good health than regain it once it is lost. As we enter the 50th anniversary year of The Cooper Institute in June, 2020, we will continue to explore the health benefits of fitness and preventive healthcare.

The CCLS has 115,000 participants with over 320,000 treadmill tests from Cooper Clinic patients who consented for research. The research team has a deep interest in healthy aging. As I have always said, healthy behaviors optimally result in “squaring off the curve.” By that, I mean living well until one dies. We have explored the impact of midlife fitness and found that 20 years later, fitter individuals have less dementia, certain cancers, heart failure hospitalizations, chronic kidney disease, and chronic condition burden. This also led to lower healthcare costs and less healthcare utilization an average of 20 years after the fitness assessment. Being fit is certainly cheaper than treating this myriad of chronic diseases. For the next 50 years, I envision that our team will explore and discover many additional benefits of preventive healthcare on healthy aging. I am especially interested in further understanding the relationship between physical activity, nutrition, and brain health as I know you all are.

Our team will work with our longitudinal study and research partners to explore the lifestyle changes that will lead to good overall health and brain health throughout the lifespan.

Kenneth H. Cooper, MD, MPH Founder and Chairman Emeritus The Cooper Institute


TOGETHER, WE

IMPACT THE FUTURE

“FITNESS IS A JOURNEY, NOT A DESTINATION; YOU MUST CONTINUE

THE REST OF YOUR LIFE.” KENNETH H. COOPER, MD, MPH FOUNDER AND CHAIRMAN EMERITUS THE COOPER INSTITUTE

115,000

PATIENTS IN THE COOPER CENTER LONGITUDINAL STUDY

320,000

TREADMILL TESTS FROM THE COOPER CLINIC PATIENTS

2018 - 2019 COMMUNITY IMPACT REPORT

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“The most useful and influential people in America are those who take the deepest interest in institutions that exist for the purpose of making the world better.”

FY 2017

9,120,042 $

9,115,042 $

9,110,042

9,110,042

8,397,390

FY 2016

$

$

LEAVING A LASTING LEGACY

$

FINANCIAL HIGHLIGHTS

M I L L I O N S

$

$

17,166,181

18,964,691

20,967,991 $

$

$

22,073,116

23,727,175

NET ASSETS & PERMANENT ENDOWMENT FUND

FY 2015

TOTAL NET ASSETS

FY 2018

FY 2019

PERMANENT ENDOWMENT FUND

FUNCTIONAL EXPENSE MIX

- Booker T. Washington

The Cooper Institute endowment is more than just a symbol of stability and independence; it is a legacy investment that will perpetually sustain our research. Our generous donors recognize the importance of scientific research and its ability to change public policy and public health. The endowment consists of principal gifts totalling $12 million. Since the fund was created in 1976, over $5.9 million in earnings have funded preventive research that is changing lives and changing the face of healthcare. The spending policy is governed by the Board of Trustees, who ensure that the 5% spending rate is carefully allocated and properly restricted.

PROGRAMS

FUNDRAISING

ADMINISTRATIVE


STATEMENTS OF FINANCIAL POSITION Year Ended June 30, 2019 (with comparative totals for the year ended June 30, 2018)

ASSETS $515,727 Cash and cash equivalents 291,986 Accounts receivable 106,385 Prepaids and deposits 4,846,711 Property and equipment, net Beneficial interest in investments held by community foundation 12,332,610

Year Ended June 30, 2019

(with comparative totals for the year ended June 30, 2018)

Total 2019

STATEMENTS OF ACTIVITIES AND CHANGES IN NET ASSETS

Total 2018

$351,731 446,553 92,988 5,343,779 14,827,143

TOTAL ASSETS $18,093,419 $21,062,194 LIABILITIES AND NET ASSETS LIABILITIES Accounts payable $202,008 $302,427 Accrued payroll 111,385 162,463 Deferred revenue 613,845 1,632,613 TOTAL LIABILITIES 927,238 2,097,503 COMMITMENTS AND CONTINGENCIES NET ASSETS $5,115,431 6,392,039 Without donor restrictions 12,050,750 12,572,652 With donor restrictions 17,166,181 18,964,691 TOTAL NET ASSETS $18,093,419 $21,062,194 TOTAL LIABILITIES AND NET ASSETS

Total 2019

Total 2018

SUPPORT AND REVENUE $499,221 Contributions and grants, net 67,363 Epidemiology and clinical application 2,567,581 Youth fitness 69,163 Continuing education and certification 510,055 Rental income

$395,330 64,853 2,858,788 128,426 484,814

Special Event Net special event revenue

615,387

4,328,770 Total support and revenue EXPENSES Program services 165,121 Continuing education and certification 209,785 Public education 1,350,747 Research 2,854,132 Youth Education 4,579,785 Total program services Supporting services 1,741,481 Management and general 324,660 Fundraising 2,066,141 Total supporting services 6,645,923 Total program and supporting expenses Other expenses Loss on disposal of assets (2,317,156) Change in net assets from operating activities NON-OPERATING INCOME Investment income (loss) (684,829) Investment gains (losses), net Income from beneficial interest in 1,203,475 investments held by community foundation 518,646 Change in net assets from non-operating income CHANGE IN NET ASSETS NET ASSETS, beginning of year NET ASSETS, end of year

631,497 4,563,708

269,372 157,360 1,334,780 3,058,193 4,819,705

1,968,944 522,577 2,491,521 7,311,226

(40,552) (2,788,070)

784,770 784,770

(1,798,510)

(2,003,300)

18,964,691

20,967,991

$17,166,181

$18,964,691

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DONORS

The work of The Cooper Institute would not be possible without the continued support from our donors. We thank all those who gave in 2018-2019.

$100,000+

$1,000 - $9,999

$500 - $999

Thomas and Diane Cadenhead Dr. Kenneth and Millie Cooper David and Ruth Glass Drayton and Elizabeth McLane The NFL Foundation United Way of Metropolitan Dallas

Aileen and Jack Pratt Foundation Chuck Anderson BNSF Michael and Linda Bourland William W. Brown Brian and Meridith Casey Communities Foundation of Texas Dr. Gary and Sheila Cook Cooper Clinic Dr. Tyler and Angie Cooper Davis Kaufman Joe and Laura DeFina Dr. Phillip and Evelyn Dowdle Scot and L.M. Dykema Faulkner Key Donor Advised Fund Scott and Robin Fish Dr. Larry and LaDawn Gibbons Ron Haddock Kimber Hartmann Leroy Howard Governor Mike and Janet Huckabee Amy Johnson Thomas N.P. Johnson III Kickstart Kids Foundation Barron and Jane Kidd Matt and Amy Levy Dr. Bobby B. Lyle Cary M. Maguire John and Mary Metz Louis and Jean Neeb John and Terry Norris Neil and Pat O’Brien Robert B. Palmer Dan Patterson Dr. Nina B. Radford T. J. and Bonnie Reeves Paul and Phyllis Seegers Pete and Judy Siracusa Westwood Trust Stephanie Vosper Bob and Pat Walker Dr. Rick Wilson

Dr. Christopher Abel Brian Bailey Allan and Ellen Barry Shebronda Blackburn Peggy Blalock Donald and Janie Bowles Dr. Donald and Suzanne Brauning Dr. John J. Cannaday Rachel Carpenter Ralph and Barbara Cox Joe Foster Stephen and Becky Good Suzanne Griggs Priscilla Hagstrom Chester J. Hinshaw Paul Kolaj Dan Little Dr. Tom and Janet McDougal Matthew Moore Rhett Mullis Dr. Camron E. Nelson Rob M. Nelson Michael Pagel Stuart Qualia Texas Health Resources Patrick J. Riordan Vivian Steinborn Mary Vlamides

$50,000 - $99,999

The Arthur M. Blank Family Foundation Cooper Complete Nutritional Supplements The Rainwater Foundation Roger and Marianne Staubach

$25,000 - $49,999

Dr. David and Jo Cooper Michael and Susan Dell Lyda Hill Ray and Nancy Ann Hunt Oncor Steve and Gail Reinemund

$10,000 - $24,999

Troy Aikman AT&T Corporation Preston and Caroline Butcher Thomas and Shelly Codd Elmer and Sandra Doty Foley Gardere Arthur J. Gallagher The Josephine Hughes Sterling Foundation Jim and Margo Keyes Drs. Tedd and Janet Mitchell Dr. E. Grace Pilot PricewaterhouseCoopers Stan Richards Orville C. Rogers (1917-2019) The Rosewood Foundation Richard Savage


$1 - $499

Stephanie Ashenfelter Scott Baradell Louis Baresh Amy Meyer Barrentine Tim Bergmann Dr. Lew Blackburn Jim Bland Keith Blue Stan and Taleese Booth James Allen Bowers Bill Boyett Toni Brinker Tom J. Brown Charlotte Bryce Cindy Burdick Elizabeth Camp Norma Candelaria Melinda Castillo Bohdan Chaban Ashford Chancelor Chris Clements Ray Cole Darrell Cook Roberta Corbett Beverly Curtis Pam Czerlinsky Katie Dail Nancy Davidson Dr. Robert Vance Dell Elizabeth Disch Mark F. Donovan Suzy Dotson Sam Dunn Jennifer Eakins David Evans Renee Farinella Carl Fischer Dr. Latham and Jane Flanagan Jay Fountain Lisa Fox Arithia Franklin Amber Morgn Freeland Eric Freeland Leonard B. Freeman Sandra Garcia Amy Gardner Gillian Gatewood Sandra Krailo-Gillmore Veronica Gonzalez-Dunn Jim Granberry H.J. Greenlee Kendra Grzywinski

Robert G. Harbison Margaret W. Harris Elisabeth Hawila Donald Haynes Michael Heath Joel Hedge Stephanie Hill Claudia S. Hilton Dr. John Ho Melissa Hoffmeyer Billie J. Hood Angela Horner Dr. Julia Humphrey Lisa Hundt

Dr. Andjelka Pavlovic Kathryn Payn Shigemi Pentecost Randy Phillips William and Carolyn Rau Frank W. Rees, Jr. Joel Romo Sheila D. Rose Suzi Stevens-Rudd Margaret Anne Rushing Lauren Ruzicka Jani Salyers Dr. Eduardo Sanchez Cheryl Schewee

Ashley Hutto Independent Bank Carmel Johnson Edward Johnson III Bob and Maria Johnston Katrina Kamm Nancy Ann Kelley Denise Kern Gloria Kerrigan Claire Kinzy Dr. Rita Kirk Patty Kirk Cynthia Krug Barbara Landry Jeannine Lee Dr. Gregory William Lester Catherine Lewis Lindberg Arianna Lopez Roy Loughlin Colleen Loveland Senator Richard and Charlene Lugar Dr. Jeremy Lyon Kelly Maltese Taylor Martin Becky Matthews Dawn Mayo Phyllis McClain Chester McCrary Bob and Linda McLester Dr. Marilu D. Meredith Christy Milkereit Lisa Mitchell Saran Zinga Mitchell Susan M. Moen Alicia Morales Lynn Morgan Carl L. Moravitz Carol Murphy Katherine Nashatker Breanna Natale Myra Newman

Dr. Carolyn K. Schroeder Martin and Christine Schuepbach Amber Scott Dr. Kejal Shah Ginny Shead Jeff W. Smith Carla Smith Julie Stadler Richard and Rebecca Stein Giovanna Surratt Marsha Swartz Dr. Carolyn M. Terry Shelby Thiele Dena Thomas Marie Thomas Kelsel Thompson Shariyun Thompson-Brown Robert Tremain Jill Turner Larry and Lora Villarreal Georgina Vint Jimmy R. Waddell Chris Wallace Kathy Watson Donald Weasenforth Holly A. White Brad Wilkins Suzanne Williams Dr. James and Nannette Williams Synda Wilson Michael W. Wilson Crystal Wilson Nancy Wolff Linus D. Wright Beth Wright Michelle York Bradley M. Young Roger Zessin Neil Zimmerman Joseph and Adine Zornow 2018 - 2019 COMMUNITY IMPACT REPORT 23


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