Civic Intelligence

The Euphonium Foundation Donald D Kozusko Secretary

990 • Fiscal year 2017 • EIN 30-0058251

Jan 01, 2017 to Dec 31, 2017 • Filed on May 07, 2018

Organization ProfileN/A
1666 K STREET NW Suite 400Washington, DC 20006-1219

(202) 457-7200

Siviq Scores

Precomputed percentiles for this filing year versus similar nonprofits in the same peer cohort.

Liabilities / Assets

4th percentile

0.00x

Tied with the lowest-debt nonprofits in its peer group.

2017 filings • 501(c)3 • $10M-$25M nonprofits • Source year 2017

Liabilities / Revenue

4th percentile

0.00x

Tied with the lowest-debt nonprofits in its peer group.

2017 filings • 501(c)3 • $10M-$25M nonprofits • Source year 2017

Net Margin

96th percentile

76%

Higher net margin than 96% of similar nonprofits.

2017 filings • 501(c)3 • $10M-$25M nonprofits • Source year 2017

Top Officer Pay

12th percentile

$0

Higher top officer pay than 12% of similar nonprofits.

Top officer pay equals 0.0% of source-year revenue.

2017 filings • 501(c)3 • $10M-$25M nonprofits • Source year 2017

Asset Growth

42nd percentile

2.6%

Faster asset growth than 42% of similar nonprofits.

2017 filings • 501(c)3 • $10M-$25M nonprofits • Annualized from 2016 to 2017

Revenue Growth

74th percentile

18%

Faster revenue growth than 74% of similar nonprofits.

2017 filings • 501(c)3 • $10M-$25M nonprofits • Annualized from 2016 to 2017

Balance Sheet
Liabilities / Assets4th percentile

Assets

Up

$11,456,010

Up $290,709 (+2.6%) from 2016

Net Assets

Up

$11,456,010

Up $290,709 (+2.6%) from 2016

Liabilities

Flat

$0

Flat from 2016

Revenue And Expenses
Liabilities / Revenue4th percentileNet Margin96th percentile

Revenue

Up

$381,465

Up $58,259 (+18%) from 2016

Expenses

Down

$90,756

Down $20,354 (-18%) from 2016

Net Income

Up

$290,709

Up $78,613 (+37%) from 2016

Historical Trend

Balance Sheet Trend

Asset Growth42nd percentile

The highlighted filing sits inside the broader history for assets, liabilities, and net assets.

$15M$10M$5.0M$0Assets 2010: $4,372,812Liabilities 2010: $0Net Assets 2010: $4,372,8122010Assets 2011: $11,295,813Liabilities 2011: $0Net Assets 2011: $11,295,8132011Assets 2012: $11,078,778Liabilities 2012: $0Net Assets 2012: $11,078,7782012Assets 2013: $10,899,628Liabilities 2013: $0Net Assets 2013: $10,899,6282013Assets 2014: $11,133,026Liabilities 2014: $0Net Assets 2014: $11,133,0262014Assets 2015: $10,953,205Liabilities 2015: $0Net Assets 2015: $10,953,2052015Assets 2016: $11,165,301Liabilities 2016: $0Net Assets 2016: $11,165,3012016Assets 2017: $11,456,010Liabilities 2017: $0Net Assets 2017: $11,456,0102017Assets 2018: $11,433,546Liabilities 2018: $0Net Assets 2018: $11,433,5462018Assets 2019: $11,566,168Liabilities 2019: $0Net Assets 2019: $11,566,1682019Assets 2020: $11,878,073Liabilities 2020: $0Net Assets 2020: $11,878,0732020Assets 2021: $12,266,318Liabilities 2021: $0Net Assets 2021: $12,266,3182021Assets 2022: $2,006,994Liabilities 2022: $0Net Assets 2022: $2,006,9942022Assets 2023: $2,063,792Liabilities 2023: $0Net Assets 2023: $2,063,7922023Assets 2024: $2,130,499Liabilities 2024: $0Net Assets 2024: $2,130,4992024

Highlighted filing

2017

Assets$11,456,010
Liabilities$0
Net Assets$11,456,010
Open 2017 Filing

Operations Trend

Revenue Growth74th percentile

Revenue, expenses, and net income across loaded years, with this filing highlighted.

$20M$10M$0-$10M-$20MExpenses 2010: $123,2272010Expenses 2011: $261,6752011Expenses 2012: $250,5522012Revenue 2013: $262,377Expenses 2013: $441,527Net Income 2013: -$179,1502013Revenue 2014: $263,319Expenses 2014: $29,921Net Income 2014: $233,3982014Revenue 2015: $250,183Expenses 2015: $430,004Net Income 2015: -$179,8212015Revenue 2016: $323,206Expenses 2016: $111,110Net Income 2016: $212,0962016Revenue 2017: $381,465Expenses 2017: $90,756Net Income 2017: $290,7092017Revenue 2018: $346,877Expenses 2018: $369,341Net Income 2018: -$22,4642018Revenue 2019: $189,511Expenses 2019: $56,889Net Income 2019: $132,6222019Revenue 2020: $351,284Expenses 2020: $39,379Net Income 2020: $311,9052020Revenue 2021: $789,514Expenses 2021: $401,269Net Income 2021: $388,2452021Revenue 2022: $798,189Expenses 2022: $11,057,513Net Income 2022: -$10,259,3242022Revenue 2023: $72,088Expenses 2023: $15,290Net Income 2023: $56,7982023Revenue 2024: $83,201Expenses 2024: $16,494Net Income 2024: $66,7072024

Highlighted filing

2017

Revenue$381,465
Expenses$90,756
Net Income$290,709
Open 2017 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2017 to Dec 31, 2017
Signed
May 7, 2018
Return Version
2017v2.3
Gross Receipts
$1,019,175
Mission and Program Overview

Mission

The foundation supports the specified public charities.

Balance Sheet Detail
LineBeginningEndChange
Assets
Rtn Earn Endowment Incm Other Fnds$11,165,301$11,456,010▲ $290,709
Investments in Publicly Traded Securities$3,948,805$5,232,312▲ $1,283,507
Receivable From Disqualified Prsn$5,478,356$4,442,349▼ $1,036,007
Savings and Temporary Cash Investments$1,238,140$1,281,349▲ $43,209
Other Notes and Loans Receivable, Net$500,000$500,000→ $0
Cash and Non-Interest-Bearing Accounts$0$0→ $0
Accounts Receivable$0$0→ $0
Pledges and Grants Receivable$0$0→ $0
Receivables From Officers Etc$0$0→ $0
Investments Other Securities$0$0→ $0
Investments Program Related$0$0→ $0
Land, Buildings, and Equipment, Net$0$0→ $0
Pd in Cap Srpls Land Bldg Eqp Fund$0$0→ $0
Cap Stk Tr Prin Current Funds$0$0→ $0
Intangible Assets$0$0→ $0
Inventories for Sale or Use$0$0→ $0
Loans From Officers Directors$0$0→ $0
Prepaid Expenses and Deferred Charges$0$0→ $0
Total Assets$11,165,301$11,456,010▲ $290,709
Other Assets Total$0$0→ $0
Liabilities
Accounts Payable and Accrued Expenses$0$0→ $0
Grants Payable$0$0→ $0
Mortgage Notes Payable Secured by Investment Property$0$0→ $0
Unsecured Notes Loans Payable$0$0→ $0
Other Liabilities$0$0→ $0
Deferred Revenue$0$0→ $0
Escrow Account Liability$0$0→ $0
Tax Exempt Bond Liabilities$0$0→ $0
Total Liabilities$0$0→ $0
Net Assets / Fund Balance
Total Net Assets Fund Balance$11,165,301$11,456,010▲ $290,709
Total Liabilities and Net Assets / Fund Balance$11,165,301$11,456,010▲ $290,709
Compensation and Service Providers
Top Officer Pay12th percentile

Board Members and Trustees

NameTitle
Carl a CookPresident & Director
Frederick S Keller MdDirector
John M MutzDirector
Tina ConnorDirector
Tina PetersonDirector
Stephen K VetterSecretary
Ralph NowakTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$0
Program Service Revenue
$0
Investment Income
$381,465
Other Revenue
$0
Change in Net Assets
$290,709
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$90,756
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Fees for Services Legal-$71,844-$71,844
Fees for Service Investment Mgmnt Fees-$18,912-$18,912
Total Functional Expenses$0$90,756$0$90,756
Fundraising, Events, and Gaming
Fundraising activities
No
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Fundraising Direct Expenses$0
Fundraising Gross Income$0
Gaming Direct Expenses$0
Gaming Gross Income$0
Professional Fundraising Fees$0
Political and Lobbying Activity
Political campaign activity
No
Lobbying activity
No
Subject to proxy tax
No
Insider Transactions and Loans

Interested-Person Transactions

Interested PartyRelationshipDescriptionShared RevenueAmount
Cook Group IncA director of the Foundation is an officer of the interested partyInterest income stock purchaseNo$184,240

Loans and Receivables

Line ItemBeginningEndChange
Receivables from Disqualified Persons$5,478,356$4,442,349▼ $1,036,007
Loans from Officers, Directors, Trustees, and Key Employees$0$0→ $0
Receivables from Officers, Directors, Trustees, and Key Employees$0$0→ $0
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Business relationship with family members
No
Business relationship with organization members
No
Material changes to governing documents
No
Compensation from other sources disclosed
No
Conflict-of-interest policy
No
Audited financial statements prepared
No
Key decisions subject to board approval
No
Management duties delegated
No

Governance Explanations

Form 990 Part VI Governance

“Section A - Item 2 - Stephen Vetter, or his law firm, provides legal advice to one or more other officers or directors. Ralph Nowak, or his financial institution, provides investment advice to one or more officers or directors. Section C, Item 17 - Organized in Delaware. Governing instrument conforms to IRC 508E. Form 990 copy not required by Delaware. Section C, Item 19 - www.guidestar.com and upon request”

Filing and Contact Details

Filer

Filer Name
The Euphonium Foundation
EIN
30-0058251
In Care Of
% STEPHEN K VETTER
Phone
2024577200
Address
1666 K STREET NW Suite 400, WASHINGTON, DC 20006-1219

Signing Officer

Name
Stephen K Vetter
Title
Secretary
Phone
2024577200
Signed
2018-05-07
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Stephen K Vetter
Formed
2002
Legal Domicile
De
Voting Board Members
5
Independent Board Members
4
Employees
0

Preparer

Firm
Wannen and Company
Address
1666 K Street NW, Washington, DC 20006-1219
Preparer
Mark D Wannen CPA
Phone
2024546700
Supplemental Narrative

Additional Explanations

FORM 990 PART X Line 6 LOANS

“ALL SHARES OF COOK GROUP STOCK SOLD 12/31/2011. AS PART OF THE SALE, THE FOUNDATION RECEIVED A NOTE IN THE AMOUNT OF $10,250,183 PAYABLE IN TEN ANNUAL INSTALLMENTS OF $$1,189,401 INCLUDING INTEREST AT 2.8% PER ANNUM. THE SALE WAS MADE FINAL 12/30/11 AND RECORDED AT $10,504,968. THE NOTE IS DUE AND PAYABLE DECEMBER 30, 2021. Also Schedule L, Part II”

Raw XML AppendixShowing 400 of 439 raw XML fields

This appendix keeps the raw XML leaves available for debugging and edge-case review. The human report above is the primary experience.

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IRS990/Form990PartVIISectionAGrp/TitleTxt2DIRECTOR
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IRS990/ReportProgramRelatedInvstInd0false
IRS990/RoyaltiesGrp/TotalAmt00
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IRS990ScheduleA/Form990SchAType1SuprtOrgGrp/OperateBenefitNonSuprtOrgInd0false
IRS990ScheduleA/Form990SchAType1SuprtOrgGrp/PowerAppointMajorityDirTrstInd0true
IRS990ScheduleA/Form990ScheduleAPartVIGrp/ExplanationTxt0Carl A Cook, President and Director is an officer of Cook Group Inc.
IRS990ScheduleA/Form990ScheduleAPartVIGrp/FormAndLineReferenceDesc0Carl Cook
IRS990ScheduleA/IRSWrittenDeterminationInd0X
IRS990ScheduleA/SupportedOrganizationsCnt03
IRS990ScheduleA/SupportedOrganizationsTotalCnt03
IRS990ScheduleA/SupportedOrgInformationGrp/EIN0237083114
IRS990ScheduleA/SupportedOrgInformationGrp/EIN1381811149
IRS990ScheduleA/SupportedOrgInformationGrp/EIN2351162873
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IRS990ScheduleA/SupportedOrgInformationGrp/GoverningDocumentListedInd1true
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IRS990ScheduleA/SupportedOrgInformationGrp/OrganizationTypeCd09
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IRS990ScheduleA/SupportedOrgInformationGrp/OtherSupportAmt10
IRS990ScheduleA/SupportedOrgInformationGrp/OtherSupportAmt20
IRS990ScheduleA/SupportedOrgInformationGrp/SupportAmt00
IRS990ScheduleA/SupportedOrgInformationGrp/SupportAmt10
IRS990ScheduleA/SupportedOrgInformationGrp/SupportAmt20
IRS990ScheduleA/SupportedOrgInformationGrp/SupportedOrganizationName/BusinessNameLine1Txt0DOTTER INTERVENTIONAL INSTITUTE
IRS990ScheduleA/SupportedOrgInformationGrp/SupportedOrganizationName/BusinessNameLine1Txt1THE COMMUNITY FOUNDATION OF BLOOMINGTON AND MONROE COUNTY
IRS990ScheduleA/SupportedOrgInformationGrp/SupportedOrganizationName/BusinessNameLine1Txt2HISTORIC LANDMARKS FOUNDATION OF INDIANA
IRS990ScheduleA/SupportingOrganization509a3Ind0X
IRS990ScheduleA/SupportingOrgType1Ind0X
IRS990/ScheduleBRequiredInd0false
IRS990/ScheduleJRequiredInd0false
IRS990ScheduleL/BusTrInvolveInterestedPrsnGrp/NameOfInterested/PersonNm0Cook Group Inc
IRS990ScheduleL/BusTrInvolveInterestedPrsnGrp/RelationshipDescriptionTxt0A director of the Foundation is an officer of the interested party
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IRS990ScheduleL/BusTrInvolveInterestedPrsnGrp/TransactionAmt0184240
IRS990ScheduleL/BusTrInvolveInterestedPrsnGrp/TransactionDesc0Interest income stock purchase
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IRS990ScheduleL/LoansBtwnOrgInterestedPrsnGrp/BoardOrCommitteeApprovalInd0true
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IRS990ScheduleL/LoansBtwnOrgInterestedPrsnGrp/PersonNm0Cook Group Inc
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IRS990ScheduleL/SupplementalInformationDetail/ExplanationTxt0Carl A Cook, President and Director is an officer of Cook Group Inc.
IRS990ScheduleL/SupplementalInformationDetail/FormAndLineReferenceDesc0Schedule L Part II
IRS990ScheduleL/TotalBalanceDueAmt04442349
IRS990/ScheduleORequiredInd0false
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0ALL SHARES OF COOK GROUP STOCK SOLD 12/31/2011. AS PART OF THE SALE, THE FOUNDATION RECEIVED A NOTE IN THE AMOUNT OF $10,250,183 PAYABLE IN TEN ANNUAL INSTALLMENTS OF $$1,189,401 INCLUDING INTEREST AT 2.8% PER ANNUM. THE SALE WAS MADE FINAL 12/30/11 AND RECORDED AT $10,504,968. THE NOTE IS DUE AND PAYABLE DECEMBER 30, 2021. Also Schedule L, Part II
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1Section A - Item 2 - Stephen Vetter, or his law firm, provides legal advice to one or more other officers or directors. Ralph Nowak, or his financial institution, provides investment advice to one or more officers or directors. Section C, Item 17 - Organized in Delaware. Governing instrument conforms to IRC 508E. Form 990 copy not required by Delaware. Section C, Item 19 - www.guidestar.com and upon request
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990 PART X Line 6 LOANS
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990 PART VI GOVERNANCE
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IRS990/TotalRevenueGrp/TotalRevenueColumnAmt0381465
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IRS990/UponRequestInd0X
IRS990/USAddress/AddressLine1Txt01666 K Street NW STE 600
IRS990/USAddress/CityNm0Washington
IRS990/USAddress/StateAbbreviationCd0DC
IRS990/USAddress/ZIPCd0200061219

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2017 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$11,456,010
Liabilities
$0
Net assets
$11,456,010
Revenue
$381,465
Expenses
$90,756
Net income
$290,709
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$2.13$0.00$2.13$0.08$0.02$0.07
2023Detailed filing. Detailed filing data is available for this year.$2.06$0.00$2.06$0.07$0.02$0.06
2022Detailed filing. Detailed filing data is available for this year.$2.01$0.00$2.01$0.80$11.1$10.3
2021Detailed filing. Detailed filing data is available for this year.$12.3$0.00$12.3$0.79$0.40$0.39
2020Detailed filing. Detailed filing data is available for this year.$11.9$0.00$11.9$0.35$0.04$0.31
2019Detailed filing. Detailed filing data is available for this year.$11.6$0.00$11.6$0.19$0.06$0.13
2018Detailed filing. Detailed filing data is available for this year.$11.4$0.00$11.4$0.35$0.37$0.02
2017Detailed filing. Detailed filing data is available for this year.$11.5$0.00$11.5$0.38$0.09$0.29
2016Detailed filing. Detailed filing data is available for this year.$11.2$0.00$11.2$0.32$0.11$0.21
2015Detailed filing. Detailed filing data is available for this year.$11.0$0.00$11.0$0.25$0.43$0.18
2014Detailed filing. Detailed filing data is available for this year.$11.1$0.00$11.1$0.26$0.03$0.23
2013Detailed filing. Detailed filing data is available for this year.$10.9$0.00$10.9$0.26$0.44$0.18
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$11.1$0.00$11.1$0.25
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$11.3$0.00$11.3$0.26
2010Facts available. Structured filing facts are available, but richer extracted sections are limited.$4.37$0.00$4.37$0.12