THE EUPHONIUM FOUNDATION STEPHEN K… - Form 990 Financial Data

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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

2002

Legal Domicile

Principal Officer

George N Harris Jr

Phone

2024577200

Tax Period

2025-01-01 to 2025-12-31

THE EUPHONIUM FOUNDATION STEPHEN K VETTER SECRETARY, founded in 2002, is a micro nonprofit in the Philanthropy & Grantmaking sector that reported $68K in total revenue in fiscal year 2025. Revenue decreased 19% compared to the prior year. The organization ran a surplus of $48K, a strong 70% operating margin.

Mission

THE FOUNDATION SUPPORTS THE SPECIFIED PUBLIC CHARITIES.

Program Service Accomplishments

Program 1

The Historic Landmarks Foundation of Indiana

Program 2

The Community Foundation of Bloomington and Monroe County

Program 3

Oregon Health and Science University

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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%)

Financial Overview (2025)

Revenue Breakdown

Contributions & Grants $0

Program Service Revenue $0

Investment Income $67,761

Other Revenue $0

TOTAL REVENUE $67,761

Expense Breakdown

Grants Paid $0

Salaries & Benefits $0

Fundraising Expenses $0

Other Expenses $20,009

TOTAL EXPENSES $20,009

Year-over-Year Comparison

	2025	2024	Change
Revenue	$67,761	$83,201	-0.2%
Expenses	$20,009	$16,494	+0.2%
Net Income	$47,752	$66,707	-0.3%

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

Governance

Voting Members

Independent Members

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

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
CARL A COOK	PRESIDENT & DIRECTOR	1.0	Officer Director	$0	$0	$0
JOHN M MUTZ	DIRECTOR	1.0	Director	$0	$0	$0
MARSH DAVIS	DIRECTOR	1.0	Director	$0	$0	$0
FREDERICK S KELLER MD	DIRECTOR	1.0	Director	$0	$0	$0
TINA PETERSON	DIRECTOR	1.0	Director	$0	$0	$0
STEPHEN K VETTER	SECRETARY	1.0	Officer	$0	$0	$0
RALPH NOWAK	TREASURER	1.0	Officer	$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
2025	$67,761	$20,009	$2,178,234	$47,752
2024	$83,201	$16,494	$2,130,499	$66,707
2023	$72,088	$15,290	$2,063,792	$56,798
2022	$798,189	$11,057,513	$2,006,994	$-10,259,324
2021	$789,514	$401,269	$12,266,318	$388,245
2020	$351,284	$39,379	$11,878,073	$311,905
2019	$189,511	$56,889	$11,566,168	$132,622
2018	$346,877	$369,341	$11,433,546	$-22,464

THE EUPHONIUM FOUNDATION STEPHEN K VETTER SECRETARY