Civic Intelligence

The Euphonium Foundation Donald D Kozusko Secretary

990 • Fiscal year 2022 • EIN 30-0058251

Jan 01, 2022 to Dec 31, 2022 • Filed on May 01, 2023

Organization ProfileN/A
1666 K Street NW Ste 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

5th percentile

0.00x

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

2022 filings • 501(c)3 • $10M-$25M nonprofits • Source year 2022

Liabilities / Revenue

5th percentile

0.00x

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

2022 filings • 501(c)3 • $10M-$25M nonprofits • Source year 2022

Net Margin

1st percentile

-1285%

Higher net margin than 1% of similar nonprofits.

2022 filings • 501(c)3 • $10M-$25M nonprofits • Source year 2022

Top Officer Pay

14th percentile

$0

Higher top officer pay than 14% of similar nonprofits.

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

2022 filings • 501(c)3 • $10M-$25M nonprofits • Source year 2022

Asset Growth

1st percentile

-84%

Faster asset growth than 1% of similar nonprofits.

2022 filings • 501(c)3 • $10M-$25M nonprofits • Annualized from 2021 to 2022

Revenue Growth

44th percentile

1.1%

Faster revenue growth than 44% of similar nonprofits.

2022 filings • 501(c)3 • $10M-$25M nonprofits • Annualized from 2021 to 2022

Balance Sheet
Liabilities / Assets5th percentile

Assets

Down

$2,006,994

Down $10,259,324 (-84%) from 2021

Net Assets

Down

$2,006,994

Down $10,259,324 (-84%) from 2021

Liabilities

Flat

$0

Flat from 2021

Revenue And Expenses
Liabilities / Revenue5th percentileNet Margin1st percentile

Revenue

Up

$798,189

Up $8,675 (+1.1%) from 2021

Expenses

Up

$11,057,513

Up $10,656,244 (+2656%) from 2021

Net Income

Down

-$10,259,324

Down $10,647,569 (-2742%) from 2021

Historical Trend

Balance Sheet Trend

Asset Growth1st 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

2022

Assets$2,006,994
Liabilities$0
Net Assets$2,006,994
Open 2022 Filing

Operations Trend

Revenue Growth44th 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

2022

Revenue$798,189
Expenses$11,057,513
Net Income-$10,259,324
Open 2022 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2022 to Dec 31, 2022
Signed
May 1, 2023
Return Version
2022v5.0
Gross Receipts
$12,280,641
Mission and Program Overview

Mission

The foundation supports the specified public charities.

The foundation supports the specified public charities

Balance Sheet Detail
LineBeginningEndChange
Assets
Investments in Publicly Traded Securities$10,596,745$0▼ $10,596,745
Rtn Earn Endowment Incm Other Fnds$12,266,318$2,006,994▼ $10,259,324
Savings and Temporary Cash Investments$1,137,177$1,506,994▲ $369,817
Other Notes and Loans Receivable, Net$532,396$500,000▼ $32,396
Cash and Non-Interest-Bearing Accounts$0$0→ $0
Accounts Receivable$0$0→ $0
Pledges and Grants Receivable$0$0→ $0
Receivable From Disqualified Prsn$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$12,266,318$2,006,994▼ $10,259,324
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$12,266,318$2,006,994▼ $10,259,324
Total Liabilities and Net Assets / Fund Balance$12,266,318$2,006,994▼ $10,259,324
Compensation and Service Providers
Top Officer Pay14th percentile

Board Members and Trustees

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

Revenue Composition

Contributions and Grants
$0
Program Service Revenue
$0
Investment Income
$798,189
Other Revenue
$0
Change in Net Assets
$-10,259,324
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Grants and Similar Amounts Paid$11,000,000
Other Expenses$57,513
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Grants to Domestic Orgs$11,000,000--$11,000,000
Fees for Service Investment Mgmnt Fees-$36,230-$36,230
Fees for Services Legal-$21,283-$21,283
Total Functional Expenses$11,000,000$57,513$0$11,057,513
International Activity

Grant and Assistance Recipients

RecipientLocationCategoryPurposeAmount
Community Foundation of Bloomington-Monroe CountyBloomington, IN-Unrestricted$10,000,000
Historic Landmarks Foundation of IndianaIndianapolis, IN-Unrestricted$500,000
Oregon Health and Science UniversityPortland, OR-Unrestricted$500,000
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 purchase--

Loans and Receivables

Line ItemBeginningEndChange
Loans from Officers, Directors, Trustees, and Key Employees$0$0→ $0
Receivables from Disqualified Persons$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 35% controlled entity
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. 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 STE 400, WASHINGTON, DC 20006-1219

Signing Officer

Name
Stephen Vetter
Title
Secretary
Phone
2024577200
Signed
2023-05-01
Discuss with paid preparer
Yes

Organization Details

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

Preparer

Firm
Wannen and Company
Address
1666 K Street NW 400, WASHINGTONASHINGTON, DC 20006-1219
Preparer
Mark D Wannen CPA
Phone
2024546700
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IRS990/PYOtherExpensesAmt0101269
IRS990/PYOtherRevenueAmt00
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IRS990/PYRevenuesLessExpensesAmt0388245
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IRS990/PYTotalExpensesAmt0401269
IRS990/PYTotalProfFndrsngExpnsAmt00
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IRS990/ReceivablesFromOfficersEtcGrp/BOYAmt00
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IRS990/ReconcilationRevenueExpnssAmt0-10259324
IRS990/RelatedEntityInd0false
IRS990/RelatedOrganizationCtrlEntInd0false
IRS990/RentalIncomeOrLossGrp/PersonalAmt00
IRS990/RentalIncomeOrLossGrp/RealAmt00
IRS990/ReportInvestmentsOtherSecInd0false
IRS990/ReportLandBuildingEquipmentInd0false
IRS990/ReportOtherAssetsInd0false
IRS990/ReportOtherLiabilitiesInd0false
IRS990/ReportProgramRelatedInvstInd0false
IRS990/RoyaltiesGrp/TotalAmt00
IRS990/RoyaltiesRevenueGrp/TotalRevenueColumnAmt00
IRS990/RtnEarnEndowmentIncmOthFndsGrp/BOYAmt012266318
IRS990/RtnEarnEndowmentIncmOthFndsGrp/EOYAmt02006994
IRS990/SavingsAndTempCashInvstGrp/BOYAmt01137177
IRS990/SavingsAndTempCashInvstGrp/EOYAmt01506994
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IRS990ScheduleA/Form990SchASupportingOrgGrp/ListedByNameGoverningDocInd0true
IRS990ScheduleA/Form990SchASupportingOrgGrp/LoanDisqualifiedPersonInd0false
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IRS990ScheduleA/Form990SchASupportingOrgGrp/PaymentSubstantialContribtrInd0true
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IRS990ScheduleA/Form990SchASupportingOrgGrp/SupportNonSupportedOrgInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/SuprtOrgNoIRSDeterminationInd0false
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
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IRS990ScheduleA/SupportedOrgInformationGrp/EIN1381811149
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IRS990ScheduleA/SupportedOrgInformationGrp/GoverningDocumentListedInd1true
IRS990ScheduleA/SupportedOrgInformationGrp/GoverningDocumentListedInd2true
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IRS990ScheduleA/SupportedOrgInformationGrp/OrganizationTypeCd18
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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
IRS990ScheduleD/DisclosedForCharitablePrpsInd0true
IRS990ScheduleD/DisclosedOrgLegCtrlInd0true
IRS990ScheduleD/FundsAndOtherAccountsContriAmt010000000
IRS990ScheduleD/FundsAndOtherAccountsGrantsAmt01720250
IRS990ScheduleD/FundsAndOtherAccountsHeldCnt01
IRS990ScheduleD/FundsAndOtherAccountsVlEOYAmt08143269
IRS990ScheduleI/GrantRecordsMaintainedInd0true
IRS990ScheduleI/RecipientTable/CashGrantAmt010000000
IRS990ScheduleI/RecipientTable/CashGrantAmt1500000
IRS990ScheduleI/RecipientTable/CashGrantAmt2500000
IRS990ScheduleI/RecipientTable/PurposeOfGrantTxt0Unrestricted
IRS990ScheduleI/RecipientTable/PurposeOfGrantTxt1Unrestricted
IRS990ScheduleI/RecipientTable/PurposeOfGrantTxt2Unrestricted
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine1Txt0Community Foundation of Bloomington-Monroe County
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine1Txt1Historic Landmarks Foundation of Indiana
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine1Txt2Oregon Health and Science University
IRS990ScheduleI/RecipientTable/RecipientEIN0351811149
IRS990ScheduleI/RecipientTable/RecipientEIN1351162873
IRS990ScheduleI/RecipientTable/RecipientEIN2237083114
IRS990ScheduleI/RecipientTable/USAddress/AddressLine1Txt0100 S College Avenue
IRS990ScheduleI/RecipientTable/USAddress/AddressLine1Txt1dba Indiana Landmarks
IRS990ScheduleI/RecipientTable/USAddress/AddressLine1Txt22020 SW 4th Avenue
IRS990ScheduleI/RecipientTable/USAddress/AddressLine2Txt0Suite 240
IRS990ScheduleI/RecipientTable/USAddress/AddressLine2Txt11201 Central Avenue
IRS990ScheduleI/RecipientTable/USAddress/AddressLine2Txt2STE 900
IRS990ScheduleI/RecipientTable/USAddress/CityNm0Bloomington
IRS990ScheduleI/RecipientTable/USAddress/CityNm1Indianapolis
IRS990ScheduleI/RecipientTable/USAddress/CityNm2Portland
IRS990ScheduleI/RecipientTable/USAddress/StateAbbreviationCd0IN
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IRS990ScheduleI/RecipientTable/USAddress/StateAbbreviationCd2OR
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IRS990ScheduleI/RecipientTable/USAddress/ZIPCd146202
IRS990ScheduleI/RecipientTable/USAddress/ZIPCd2972014978
IRS990ScheduleI/SupplementalInformationDetail/ExplanationTxt0The Corporation designates a specified charity that represents each of the described charitable purposes.
IRS990ScheduleI/SupplementalInformationDetail/FormAndLineReferenceDesc0Schedule I Part IV
IRS990/ScheduleJRequiredInd0false
IRS990ScheduleL/BusTrInvolveInterestedPrsnGrp/NameOfInterested/PersonNm0Cook Group Inc
IRS990ScheduleL/BusTrInvolveInterestedPrsnGrp/RelationshipDescriptionTxt0A director of the Foundation is an officer of the interested party
IRS990ScheduleL/BusTrInvolveInterestedPrsnGrp/TransactionDesc0Interest income stock purchase
IRS990ScheduleL/SupplementalInformationDetail/ExplanationTxt0Carl A Cook, President and Director is an officer of Cook Group Inc.
IRS990ScheduleL/SupplementalInformationDetail/FormAndLineReferenceDesc0Schedule L Part II
IRS990ScheduleL/TotalBalanceDueAmt00
IRS990/ScheduleORequiredInd0false
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0Section A - Item 2 - Stephen Vetter, or his law firm, provides legal advice to one or more other 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 VI GOVERNANCE
IRS990/SchoolOperatingInd0false
IRS990/SignificantChangeInd0false
IRS990/SignificantNewProgramSrvcInd0false
IRS990/SubjectToProxyTaxInd0false
IRS990/TaxableDistributionsInd0false
IRS990/TaxablePartyNotificationInd0false
IRS990/TaxExemptBondLiabilitiesGrp/BOYAmt00
IRS990/TaxExemptBondLiabilitiesGrp/EOYAmt00
IRS990/TaxExemptBondsInd0false
IRS990/TerminateOperationsInd0false
IRS990/TotalAssetsBOYAmt012266318
IRS990/TotalAssetsEOYAmt02006994
IRS990/TotalAssetsGrp/BOYAmt012266318
IRS990/TotalAssetsGrp/EOYAmt02006994
IRS990/TotalCompGreaterThan150KInd0false
IRS990/TotalContributionsAmt00
IRS990/TotalEmployeeCnt00
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IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt057513
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt011000000

Document Assets

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Filings

Displayed year

2022 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$2,006,994
Liabilities
$0
Net assets
$2,006,994
Revenue
$798,189
Expenses
$11,057,513
Net income
-$10,259,324
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