Civic Intelligence

Herbert V Prochnow Educational Foundation Inc

EIN 39-1466758 • 501(c)3 • Madison, WI

Profile

To initiate, fund, market, and implement programs and activities which support the mission of the graduate school of banking, inc.

4721 S Biltmore LaneMadison, WI 53718

www.gsb.org

Siviq Scores

Precomputed percentiles relative to similar nonprofits. These scores are descriptive rather than judgmental.

Liabilities / Assets

9th percentile

0.00x

Higher debt load relative to assets than 9% of similar nonprofits.

501(c)3 • $5M-$10M nonprofits • Source year 2023

Liabilities / Revenue

10th percentile

0.00x

Higher debt load relative to revenue than 10% of similar nonprofits.

501(c)3 • $5M-$10M nonprofits • Source year 2023

Net Margin

85th percentile

39%

Higher net margin than 85% of similar nonprofits.

501(c)3 • $5M-$10M nonprofits • Source year 2023

Top Officer Pay

Score unavailable

No value available

No filing with officer rows is available for this organization yet.

Asset Growth

29th percentile

-1.4%

Faster asset growth than 29% of similar nonprofits.

501(c)3 • $5M-$10M nonprofits • Annualized from 2022 to 2023

Revenue Growth

8th percentile

-34%

Faster revenue growth than 8% of similar nonprofits.

501(c)3 • $5M-$10M nonprofits • Annualized from 2022 to 2023

Balance Sheet
Liabilities / Assets9th percentile

Assets

Up

$10,401,498

Up $1,842,338 (+22%) from 2023

Liabilities

Down

$0

Down $104 (-100%) from 2023

Net Assets

Up

$10,401,498

Up $1,842,442 (+22%) from 2023

Operations
Liabilities / Revenue10th percentileNet Margin85th percentile

Revenue

Up

$853,534

Up $419,168 (+97%) from 2023

Expenses

Down

$255,667

Down $10,830 (-4.1%) from 2023

Net Income

Up

$597,867

Up $429,998 (+256%) from 2023

Trend Graphs

Balance Sheet Trend

Asset Growth29th percentile

Grouped bars show assets, liabilities, and net assets across loaded filings.

$15M$10M$5.0M$0Assets 2010: $4,627,857Liabilities 2010: $319,775Net Assets 2010: $4,308,0822010Assets 2011: $4,956,614Liabilities 2011: $664,240Net Assets 2011: $4,292,3742011Assets 2012: $5,072,649Liabilities 2012: $550,967Net Assets 2012: $4,521,6822012Assets 2013: $5,375,461Liabilities 2013: $554,039Net Assets 2013: $4,821,4222013Assets 2014: $5,949,306Liabilities 2014: $534,169Net Assets 2014: $5,415,1372014Assets 2015: $5,836,320Liabilities 2015: $457,279Net Assets 2015: $5,379,0412015Assets 2016: $5,640,604Liabilities 2016: $459,889Net Assets 2016: $5,180,7152016Assets 2017: $6,547,157Liabilities 2017: $322,686Net Assets 2017: $6,224,4712017Assets 2018: $6,911,399Liabilities 2018: $284,750Net Assets 2018: $6,626,6492018Assets 2019: $7,913,851Liabilities 2019: $241,600Net Assets 2019: $7,672,2512019Assets 2020: $7,655,586Liabilities 2020: $150Net Assets 2020: $7,655,4362020Assets 2021: $9,416,652Liabilities 2021: $0Net Assets 2021: $9,416,6522021Assets 2022: $8,682,125Liabilities 2022: $0Net Assets 2022: $8,682,1252022Assets 2023: $8,559,160Liabilities 2023: $104Net Assets 2023: $8,559,0562023Assets 2024: $10,401,498Liabilities 2024: $0Net Assets 2024: $10,401,4982024

Highlighted filing

2024

Assets$10,401,498
Liabilities$0
Net Assets$10,401,498
Open 2024 Filing

Operations Trend

Revenue Growth8th percentile

Revenue, expenses, and net income by year, with the latest filing highlighted.

$1.0M$500K$0-$500KExpenses 2010: $327,3982010Expenses 2011: $280,6342011Revenue 2012: $255,189Expenses 2012: $327,017Net Income 2012: -$71,8282012Revenue 2013: $431,404Expenses 2013: $224,459Net Income 2013: $206,9452013Revenue 2014: $815,456Expenses 2014: $329,536Net Income 2014: $485,9202014Revenue 2015: $609,652Expenses 2015: $319,060Net Income 2015: $290,5922015Revenue 2016: $600,788Expenses 2016: $636,970Net Income 2016: -$36,1822016Revenue 2017: $644,365Expenses 2017: $242,193Net Income 2017: $402,1722017Revenue 2018: $728,514Expenses 2018: $275,665Net Income 2018: $452,8492018Revenue 2019: $737,144Expenses 2019: $315,480Net Income 2019: $421,6642019Revenue 2020: $351,695Expenses 2020: $505,216Net Income 2020: -$153,5212020Revenue 2021: $784,334Expenses 2021: $264,682Net Income 2021: $519,6522021Revenue 2022: $657,763Expenses 2022: $290,367Net Income 2022: $367,3962022Revenue 2023: $434,366Expenses 2023: $266,497Net Income 2023: $167,8692023Revenue 2024: $853,534Expenses 2024: $255,667Net Income 2024: $597,8672024

Highlighted filing

2024

Revenue$853,534
Expenses$255,667
Net Income$597,867
Open 2024 Filing

Filings

Most recent year

2024 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$10,401,498
Liabilities
$0
Net assets
$10,401,498
Revenue
$853,534
Expenses
$255,667
Net income
$597,867
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$10.4$0.00$10.4$0.85$0.26$0.60
2023Detailed filing. Detailed filing data is available for this year.$8.56$0.00$8.56$0.43$0.27$0.17
2022Detailed filing. Detailed filing data is available for this year.$8.68$0.00$8.68$0.66$0.29$0.37
2021Detailed filing. Detailed filing data is available for this year.$9.42$0.00$9.42$0.78$0.26$0.52
2020Detailed filing. Detailed filing data is available for this year.$7.66$0.00$7.66$0.35$0.51$0.15
2019Detailed filing. Detailed filing data is available for this year.$7.91$0.24$7.67$0.74$0.32$0.42
2018Detailed filing. Detailed filing data is available for this year.$6.91$0.28$6.63$0.73$0.28$0.45
2017Detailed filing. Detailed filing data is available for this year.$6.55$0.32$6.22$0.64$0.24$0.40
2016Detailed filing. Detailed filing data is available for this year.$5.64$0.46$5.18$0.60$0.64$0.04
2015Detailed filing. Detailed filing data is available for this year.$5.84$0.46$5.38$0.61$0.32$0.29
2014Detailed filing. Detailed filing data is available for this year.$5.95$0.53$5.42$0.82$0.33$0.49
2013Facts available. Structured filing facts are available, but richer extracted sections are limited.$5.38$0.55$4.82$0.43$0.22$0.21
2012Summary only. Only limited summary data is available for this year.$5.07$0.55$4.52$0.26$0.33$0.07
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$4.96$0.66$4.29$0.28
2010Facts available. Structured filing facts are available, but richer extracted sections are limited.$4.63$0.32$4.31$0.33
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Nov 1, 2023 to Oct 31, 2024
Signed
Apr 1, 2025
Return Version
2023v6.0
Gross Receipts
$1,503,927
Mission and Program Overview

Mission

To initiate, fund, market, and implement programs and activities which support the mission of the Graduate School of Banking, Inc.

To initiate, fund, market and implement programs and activities which support the mission of the graduate school of banking, inc.

Balance Sheet Detail
LineBeginningEndChange
Assets
Investments in Publicly Traded Securities$8,495,653$10,298,828▲ $1,803,175
Cash and Non-Interest-Bearing Accounts$31,256$68,934▲ $37,678
Accounts Receivable$31,372$31,550▲ $178
Prepaid Expenses and Deferred Charges$879$2,186▲ $1,307
Total Assets$8,559,160$10,401,498▲ $1,842,338
Liabilities
Accounts Payable and Accrued Expenses$104$0▼ $104
Total Liabilities$104$0▼ $104
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$8,544,056$10,389,498▲ $1,845,442
Net Assets With Donor Restrictions$15,000$12,000▼ $3,000
Total Net Assets Fund Balance$8,559,056$10,401,498▲ $1,842,442
Total Liabilities and Net Assets / Fund Balance$8,559,160$10,401,498▲ $1,842,338
Compensation and Service Providers
Top Officer PayScore unavailable

Employees

NameTitleBaseOtherTotal
Kirby DavidsonCEO (through 12/2024)$26,836$8,649$35,485

Board Members and Trustees

NameTitle
Karlton AdamChair
Randy HultgrenImmediate Past Chair
Kevin PernickMember - Bab Chair
Michael a WearMember - CAC Chair
Paul KatzPresident & CEO (started 05/2024)
Julie RedfernMember - Bab Vice Chair
Vicki KraaiMember - CAC Vice Chair
Adrian BeverageVice Chair
Amber Van TilMember
Ballard CassadyMember
Doug WarehamMember
Jackson HatawayMember
Jenifer WallerMember
Joe WittMember
John SorensenMember
Lorrie TrogdenMember
Richard BaierMember
Rick ClayburghMember
Rose Oswald PoelsMember
T Rann PaynterMember
Michael AdelmanTreasurer
Vallabh SambamurthyUw Representative
Revenue and Support

Revenue Composition

Contributions and Grants
$231,017
Program Service Revenue
$0
Investment Income
$622,517
Other Revenue
$0
All Other Contributions
$6,017
Change in Net Assets
$597,867
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$131,612
Grants and Similar Amounts Paid$124,055
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Grants to Domestic Individuals$124,055--$124,055
Fees for Service Investment Mgmnt Fees-$58,890-$58,890
Fees for Services Management-$40,000-$40,000
Fees for Services Other-$21,904-$21,904
Travel-$5,593-$5,593
Fees for Services Accounting-$4,643-$4,643
Information Technology-$582-$582
Total Functional Expenses$124,055$131,612$0$255,667
Fundraising, Events, and Gaming
Fundraising activities
No
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Professional Fundraising Fees$0
Political and Lobbying Activity
Political campaign activity
No
Lobbying activity
No
Subject to proxy tax
No
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
Yes
Annual disclosure for covered persons
Yes
Audit committee
Yes
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
CEO compensation reviewed
Yes
Other officer compensation reviewed
Yes
Conflict-of-interest policy
Yes
Audited financial statements prepared
No
Key decisions subject to board approval
No
Management duties delegated
No

Governance Explanations

Form 990, Part VI, Section B, Line 11B

“The organization's president/ceo and cfo review the draft 990. After they have made any needed changes, the draft is distributed to all trustees prior to filing the 990.”

Form 990, Part VI, Section B, Line 12C

“The conflict of interest policy is continually and randomly reviewed and checked for compliance by the organization's president/ceo.”

Form 990, Part VI, Section B, Line 15

“The compensation of the organization's president/ceo is determined by the executive committee of the board of trustees. Individuals serving on this committee are from various locations throughout the united states, with one individual residing locally in wisconsin. Each committee member has access to the comparability data that is provided by an independent hr salary and compensation specialist. The committee deliberates and comes to a unanimous decision for the annual compensation of the president/ceo that is then shared with the full board of trustees for final approval. In fiscal year 2024, the organization underwent a search for a new president & ceo and utilized market data for compensation.”

Form 990, Part VI, Section C, Line 19

“The organization makes its governing documents, conflict of interest policy and financial statements available to the public upon request.”

Filing and Contact Details

Filer

Filer Name
Herbert V Prochnow Educational
EIN
39-1466758
Phone
6082431945
Address
4721 S BILTMORE LANE, MADISON, WI 53718

Signing Officer

Name
Paul Katz
Title
President & CEO
Phone
6082431945
Signed
2025-04-01
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Paul Katz
Formed
1983
Legal Domicile
Wi
Voting Board Members
22
Independent Board Members
18
Employees
0
Volunteers
19

Preparer

Firm
Baker Tilly Advisory Group Lp
Address
790 N WATER ST SUITE 2000, MILWAUKEE, WI 53202
Preparer
Troy Marine CPA
Phone
4147775500
Supplemental Narrative

Financial Statement Notes

PART X, LINE 2:

“The foundation qualifies as a tax-exempt organizations under section 501(c)(3) of the u.s. Internal revenue code and corresponding provisions of state law and, accordingly, is not subject to federal or state income taxes. The foundation follows the accounting guidance for uncertainty in income taxes, which requires recognition and disclosure of uncertain tax positions in the consolidated financial statements when it is more likely than not, based on technical merits, that the position will not be sustained upon examination. The foundation does not believe it has taken any material uncertain tax positions, and accordingly, they have not recorded any liability for unrecognized tax benefits.”

Raw XML AppendixShowing 400 of 571 raw XML fields

This appendix keeps the raw XML leaves available for debugging and edge-case review. The human report above is the primary experience.

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IRS990/Form990PartVIISectionAGrp/PersonNm11AMBER VAN TIL
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IRS990/Form990PartVIISectionAGrp/PersonNm13DOUG WAREHAM
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IRS990/Form990PartVIISectionAGrp/PersonNm15JENIFER WALLER
IRS990/Form990PartVIISectionAGrp/PersonNm16JOE WITT
IRS990/Form990PartVIISectionAGrp/PersonNm17LORRIE TROGDEN
IRS990/Form990PartVIISectionAGrp/PersonNm18JOHN SORENSEN
IRS990/Form990PartVIISectionAGrp/PersonNm19RICHARD BAIER
IRS990/Form990PartVIISectionAGrp/PersonNm20RICK CLAYBURGH
IRS990/Form990PartVIISectionAGrp/PersonNm21ROSE OSWALD POELS
IRS990/Form990PartVIISectionAGrp/PersonNm22T RANN PAYNTER
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IRS990/Form990PartVIISectionAGrp/TitleTxt0CEO (THROUGH 12/2024)
IRS990/Form990PartVIISectionAGrp/TitleTxt1PRESIDENT & CEO (STARTED 05/2024)
IRS990/Form990PartVIISectionAGrp/TitleTxt2IMMEDIATE PAST CHAIR
IRS990/Form990PartVIISectionAGrp/TitleTxt3CHAIR
IRS990/Form990PartVIISectionAGrp/TitleTxt4VICE CHAIR
IRS990/Form990PartVIISectionAGrp/TitleTxt5TREASURER
IRS990/Form990PartVIISectionAGrp/TitleTxt6MEMBER - BAB CHAIR
IRS990/Form990PartVIISectionAGrp/TitleTxt7MEMBER - CAC CHAIR
IRS990/Form990PartVIISectionAGrp/TitleTxt8MEMBER - BAB VICE CHAIR
IRS990/Form990PartVIISectionAGrp/TitleTxt9MEMBER - CAC VICE CHAIR
IRS990/Form990PartVIISectionAGrp/TitleTxt10UW REPRESENTATIVE
IRS990/Form990PartVIISectionAGrp/TitleTxt11MEMBER
IRS990/Form990PartVIISectionAGrp/TitleTxt12MEMBER
IRS990/Form990PartVIISectionAGrp/TitleTxt13MEMBER
IRS990/Form990PartVIISectionAGrp/TitleTxt14MEMBER
IRS990/Form990PartVIISectionAGrp/TitleTxt15MEMBER
IRS990/Form990PartVIISectionAGrp/TitleTxt16MEMBER
IRS990/Form990PartVIISectionAGrp/TitleTxt17MEMBER
IRS990/Form990PartVIISectionAGrp/TitleTxt18MEMBER
IRS990/Form990PartVIISectionAGrp/TitleTxt19MEMBER
IRS990/Form990PartVIISectionAGrp/TitleTxt20MEMBER
IRS990/Form990PartVIISectionAGrp/TitleTxt21MEMBER
IRS990/Form990PartVIISectionAGrp/TitleTxt22MEMBER
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IRS990/FormationYr01983
IRS990/FormerOfcrEmployeesListedInd00
IRS990/FSAuditedInd00
IRS990/FundraisingActivitiesInd00
IRS990/GainOrLossGrp/SecuritiesAmt0294347
IRS990/GamingActivitiesInd00
IRS990/GoverningBodyVotingMembersCnt022
IRS990/GrantAmt0124055
IRS990/GrantsToDomesticIndividualsGrp/ProgramServicesAmt0124055
IRS990/GrantsToDomesticIndividualsGrp/TotalAmt0124055
IRS990/GrantsToIndividualsInd01
IRS990/GrantsToOrganizationsInd00
IRS990/GrantToRelatedPersonInd00
IRS990/GrossAmountSalesAssetsGrp/SecuritiesAmt0944740
IRS990/GrossReceiptsAmt01503927
IRS990/GroupReturnForAffiliatesInd00
IRS990/IncludeFIN48FootnoteInd01
IRS990/IndependentAuditFinclStmtInd00
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IRS990/IndoorTanningServicesInd00
IRS990/InfoInScheduleOPartVIInd0X
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IRS990/InformationTechnologyGrp/TotalAmt0582
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IRS990/InvestmentIncomeGrp/TotalRevenueColumnAmt0328170
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IRS990/LegalDomicileStateCd0WI
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IRS990/LoanOutstandingInd00
IRS990/LobbyingActivitiesInd00
IRS990/LocalChaptersInd00
IRS990/MaterialDiversionOrMisuseInd00
IRS990/MembersOrStockholdersInd00
IRS990/MethodOfAccountingAccrualInd0X
IRS990/MinutesOfCommitteesInd01
IRS990/MinutesOfGoverningBodyInd01
IRS990/MissionDesc0TO INITIATE, FUND, MARKET, AND IMPLEMENT PROGRAMS AND ACTIVITIES WHICH SUPPORT THE MISSION OF THE GRADUATE SCHOOL OF BANKING, INC.
IRS990/MoreThan5000KToIndividualsInd00
IRS990/MoreThan5000KToOrgInd00
IRS990/NetAssetsOrFundBalancesBOYAmt08559056
IRS990/NetAssetsOrFundBalancesEOYAmt010401498
IRS990/NetGainOrLossInvestmentsGrp/ExclusionAmt0294347
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IRS990/NondeductibleContributionsInd00
IRS990/OfficerMailingAddressInd00
IRS990/OperateHospitalInd00
IRS990/Organization501c3Ind0X
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IRS990/PayPremiumsPrsnlBnftCntrctInd00
IRS990/PoliticalCampaignActyInd00
IRS990/PrepaidExpensesDefrdChargesGrp/BOYAmt0879
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IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine10RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine20RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/City0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/State0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/ZIPCode0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/TotalContributionsAmt0RESTRICTED
IRS990/ScheduleBRequiredInd01
IRS990ScheduleD/FootnoteTextInd0X
IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt0THE FOUNDATION QUALIFIES AS A TAX-EXEMPT ORGANIZATIONS UNDER SECTION 501(C)(3) OF THE U.S. INTERNAL REVENUE CODE AND CORRESPONDING PROVISIONS OF STATE LAW AND, ACCORDINGLY, IS NOT SUBJECT TO FEDERAL OR STATE INCOME TAXES. THE FOUNDATION FOLLOWS THE ACCOUNTING GUIDANCE FOR UNCERTAINTY IN INCOME TAXES, WHICH REQUIRES RECOGNITION AND DISCLOSURE OF UNCERTAIN TAX POSITIONS IN THE CONSOLIDATED FINANCIAL STATEMENTS WHEN IT IS MORE LIKELY THAN NOT, BASED ON TECHNICAL MERITS, THAT THE POSITION WILL NOT BE SUSTAINED UPON EXAMINATION. THE FOUNDATION DOES NOT BELIEVE IT HAS TAKEN ANY MATERIAL UNCERTAIN TAX POSITIONS, AND ACCORDINGLY, THEY HAVE NOT RECORDED ANY LIABILITY FOR UNRECOGNIZED TAX BENEFITS.
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc0PART X, LINE 2:
IRS990ScheduleD/TotalBookValueLandBuildingsAmt00
IRS990ScheduleI/GrantRecordsMaintainedInd01

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