The John Philip Sousa Foundation Inc

Nonprofit profile at a glance

EIN
311004374
IRS 990 coverage
2015–2024
Forms available
Form 990 2024
Location
Lafayette, LA, USA
Phone
3376543642
Rating
78
Verdict
SUPPORTED
Rating confidence
Moderate
Sector
Music Groups, Bands, Ensembles

Reported finances

Revenue
$81,618
Expenses
$65,347
Assets
$848,393
Liabilities
$0

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

Leadership & pay

19 people listed

Executive titles in this filing

  • LOWELL E GRAHAM (PRESIDENT & CEO)

People named in this filing

  • KEITH BRION (DIRECTOR)
  • SHELBY CHIPMAN (DIRECTOR)
  • JASON FETTIG (DIRECTOR)

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

The purpose of the john philip sousa foundation is to encourage excellence in bands and band music. This is generally done through recognition and the compilation of a band comprised of high school students from the us who tour internationally.

What it reported doing in 2024

National community band - 107 participants competed in muskegon, mi with 400 audience members in attendance

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 99% 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. Some filing-based governance responses are negative or unanswered and program spending has declined or grown slowly.

Rating breakdown

  • Financial Efficiency: 71
  • Transparency & Controls: 92
  • Accountability: 76
  • Sustainability: 70
  • Growth: 60

Detailed rating inputs

Financial Efficiency

  • Mission deployment rate: 72.2%; rating input score 72
  • Program expense ratio: 93.2%; rating input score 93
  • Fundraising efficiency: Limited

Transparency & Controls

  • Consistency checks: 100%; rating input score 100; 63rd 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: 100%; rating input score 100; 64th percentile among comparable filings
  • Governance controls: 3 of 7 controls in place; rating input score 43
    • Conflict-of-interest policy: Pass
    • Whistleblower policy: Pass
    • Document-retention policy: Fail
    • CEO compensation review process: NotApplicable
    • Other executive compensation review process: NotApplicable
    • Form 990 shared with the board: Fail
    • Board meeting minutes documented: Pass
    • Audit committee oversight: Missing
    • Independent financial-statement audit: Fail

Sustainability

  • Operating margin: 19.9%; rating input score 73; 73rd percentile among comparable filings
  • Total-asset coverage ratio: 12.98; rating input score 69; 69th percentile among comparable filings
  • Liabilities to assets ratio: 0; rating input score 69; 69th percentile among comparable filings
  • Officer compensation ratio: 0%; rating input score 60; 60th percentile among comparable filings

Growth

  • Program expense growth: -0.5% per year; rating input score 0; 49th percentile among comparable filings
  • Revenue growth: 8.1% per year; rating input score 100; 84th percentile among comparable filings
  • Asset growth: 4.5% per year; rating input score 100; 64th percentile among comparable filings

Details

  • Where the money goes: 72.2% of revenue deployed · 93.2% of spending went to programs
  • Governance: 19 of 19 board members independent · 3 of 7 filing controls reported
  • Programs: 4 filed program accomplishments · $61K in reported program spending
  • Leadership: top reported pay $0 · 19 people listed
  • Consistency: 17 of 17 current checks pass
  • Schedules: 3 filed schedules · includes major donors
  • Filing history: 10 filing years from 2015 to 2024
  • Contacts: How to reach this organization
  • 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.

  • Moderate — Accountability: Governance controls: 3 of 6 not reported.
  • High — Growth: Program expense growth scored 0/100.