THE JOHN PHILIP SOUSA FOUNDATION INC (EIN 311004374) - Form 990 Financial Analysis & Trantor Score

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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

1981

Legal Domicile

Principal Officer

GERALD GUILBEAUX

Phone

3376543642

Tax Period

2023-09-01 to 2024-08-31

THE JOHN PHILIP SOUSA FOUNDATION INC, founded in 1981, is a small nonprofit in the Arts, Culture & Humanities sector that reported $136K in total revenue in fiscal year 2023. Revenue fell 47% from the prior year — a significant decline worth monitoring. Expenses of $122K left a modest 10% surplus.

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.

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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 (2023)

Revenue Breakdown

Contributions & Grants $4,425

Program Service Revenue $97,930

Investment Income $33,434

Other Revenue $0

TOTAL REVENUE $135,789

Expense Breakdown

Grants Paid $454

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $117,680

Other Expenses $121,583

TOTAL EXPENSES $122,037

Year-over-Year Comparison

	2023	2022	Change
Revenue	$135,789	$258,464	-0.5%
Expenses	$122,037	$58,989	+1.1%
Net Income	$13,752	$199,475	-0.9%

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
KEITH BRION	DIRECTOR	1.00	Director	$0	$0	$0
SHELBY CHIPMAN	DIRECTOR	1.00	Director	$0	$0	$0
JASON FETTIG	DIRECTOR	1.00	Director	$0	$0	$0
JAY GEPHART	CHAIRMAN BOD	4.00	Officer Director	$0	$0	$0
AMANDA DRINKWATER	DIRECTOR	1.00	Director	$0	$0	$0
JAMES KEENE	DIRECTOR	1.00	Director	$0	$0	$0
GERALD GUILBEAUX	VP - TREASURER	5.00	Officer Director	$0	$0	$0
LOWELL E GRAHAM	PRESIDENT & CEO	3.00	Officer Director	$0	$0	$0
LOUIS SUDLER JR	DIRECTOR	1.00	Director	$0	$0	$0
THOMAS G LESLIE	DIRECTOR	1.00	Director	$0	$0	$0
TIMOTHY RHEA	VP - SECRETARY	1.00	Officer Director	$0	$0	$0
TABOR STAMPER	DIRECTOR	1.00	Director	$0	$0	$0
JERRY JUNKIN	DIRECTOR	1.00	Director	$0	$0	$0
ROY HOLDER	VP OPERATIONS	3.00	Officer Director	$0	$0	$0
ZACK SUDLER	DIRECTOR	1.00	Director	$0	$0	$0
MICHAEL COLBURN	VP PROJECTS	3.00	Officer Director	$0	$0	$0
PAM POTTER	DIRECTOR	1.00	Director	$0	$0	$0
MICHAEL GOLEMO	DIRECTOR	1.00	Director	$0	$0	$0
DOUG HARTER	VP FINANCE	4.00	Officer Director	$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
2024	$135,789	$122,037	$832,122	$13,752
2023	$258,464	$58,989	$818,370	$199,475
2022	$100,982	$118,165	$618,895	$-17,183
2021	$86,308	$26,700	$636,078	$59,608
2020	$59,990	$64,403	$576,470	$-4,413
2019	$81,904	$81,936	$580,883	$-32
2018	$98,276	$127,244	$581,662	$-28,968

THE JOHN PHILIP SOUSA FOUNDATION INC