Premier Lone Star Wind Orchestra

Nonprofit profile at a glance

EIN
204836314
IRS 990 coverage
2018–2024
Forms available
Form 990 2024
Location
Dallas, TX, USA
Phone
2147384956
Rating
71
Verdict
SUPPORTED
Rating confidence
Moderate
Sector
Symphony Orchestras

Official website

Reported finances

Revenue
$278,040
Expenses
$232,711
Assets
$193,896
Liabilities
$13,516

Source: IRS Form 990. Selected filing: tax year 2024. Amounts in USD.

Leadership & pay

9 people listed

People named in this filing

  • Caleb Johnson (Trustee)
  • James Shepard (Secretary)
  • Evelio Villareal (Trustee)

Selected names, not a complete roster or a statement of current roles. Open leadership details for the complete filed list.

Source: IRS Form 990. Selected filing: tax year 2024. Names and roles reflect this filing, not necessarily current officeholders.

Overview

Mission

Music changing lives in North Texas and beyond through inspired collaborations, exceptional mentoring of musicians, unforgettable performances and inclusive community engagement.

What it reported doing in 2024

Band Programs: Band Programs: LSWO Groups performed Eight (7) in-person concerts during the 2024-2025 Season. The Lone Star Wind Orchestra presented Three (3) concerts at Moody Performance Hall in Dallas, TX, One (1) chamber concert in Richardson, TX, and One (1) concert at the Arkansas Bandmasters Convention in Fort Smith, AR. The Lone Star Youth Winds presented Two (2) concerts at Moody Performance Hall in Dallas, TX. LSWO also performed "Pop Up" concerts around the Dallas community. LSWO Groups reached 1,844 patrons participating in in-person North Texas concerts. This featured 734 complimentary tickets including 352 free tickets to artistically underserved North Texas-area students through Lone Star Kids. Additionally, LSWO Groups reached 500 concertgoers at Arkansas Bandmasters. LSWO received 57,860 YouTube views during the 2024-2025 season.

Operating model

Revenue model
Mixed. Its operating money came from several sources; no one source provided a clear majority.
Distribution model
Direct operator. The filing allocates 98% of reported program-service expenses outside its grant, affiliate-payment, and member-benefit lines. This expense classification does not rule out separately announced grant awards.

The verdict

SUPPORTED - A large share of available resources goes toward mission work and the filed numbers largely add up. A relatively small share of voting board members are independent and some filing-based governance responses are negative or unanswered.

Rating breakdown

  • Financial Efficiency: 78
  • Transparency & Controls: 92
  • Accountability: 24
  • Sustainability: 55
  • Growth: 100

Detailed rating inputs

Financial Efficiency

  • Mission deployment rate: 73%; rating input score 73
  • Program expense ratio: 87%; rating input score 87
  • Fundraising efficiency: $59.35 raised per $1 spent on fundraising; rating input score 79; 79th percentile among comparable filings

Transparency & Controls

  • Consistency checks: 100%; rating input score 100; 64th percentile among comparable filings
  • Pay-setting controls: Limited
  • Foreign activity oversight: Limited
  • Grant itemization coverage: Limited
  • Major donor itemization: Yes; rating input score 100
  • Related-party transparency: Limited

Accountability

  • Independent voting board: 0%; rating input score 0; 7th percentile among comparable filings
  • Governance controls: 4 of 7 controls in place; rating input score 57
    • Conflict-of-interest policy: Pass
    • Whistleblower policy: Fail
    • Document-retention policy: Pass
    • CEO compensation review process: NotApplicable
    • Other executive compensation review process: NotApplicable
    • Form 990 shared with the board: Pass
    • Board meeting minutes documented: Pass
    • Audit committee oversight: Missing
    • Independent financial-statement audit: Fail

Sustainability

  • Operating margin: 16.3%; rating input score 69; 69th percentile among comparable filings
  • Total-asset coverage ratio: 0.83; rating input score 36; 36th percentile among comparable filings
  • Liabilities to assets ratio: 0.07; rating input score 29; 29th percentile among comparable filings
  • Officer compensation ratio: 0%; rating input score 69; 69th percentile among comparable filings

Growth

  • Program expense growth: 8.9% per year; rating input score 100; 67th percentile among comparable filings
  • Revenue growth: 6% per year; rating input score 100; 57th percentile among comparable filings
  • Asset growth: 8.7% per year; rating input score 100; 61st percentile among comparable filings

Details

  • Where the money goes: 73% of revenue deployed · 87% of spending went to programs
  • Governance: 0 of 8 board members independent · 4 of 7 filing controls reported
  • Programs: 2 filed program accomplishments · $202K in reported program spending
  • Leadership: top reported pay $0 · 9 people listed
  • Consistency: 27 of 27 current checks pass
  • Schedules: 4 filed schedules · includes major donors
  • Filing history: 7 filing years from 2018 to 2024
  • Contacts: How to reach this organization
  • Money network: Resolved incoming and outgoing counterparties from filed money flows.
  • Grant readiness: Federal tax and exclusion status, award history, and grant-maker relationships.
  • People: Everyone the filings name, and which of them the filings identify by more than a name.

Key Signals

Signals prioritize questions for review. They are not findings of misconduct.

  • High — Accountability: Independent voting board scored 0/100.
  • Review — Accountability: Governance controls: 2 of 6 not reported.
  • Moderate — Sustainability: Total-asset coverage ratio scored 36/100.
  • High — Sustainability: Liabilities to assets ratio scored 29/100.