Civic Intelligence

Herbert V Prochnow Educational Foundation Inc.

990 • Fiscal year 2023 • EIN 39-1466758

Nov 01, 2022 to Oct 31, 2023 • Filed on Apr 09, 2024

Organization ProfileWWW.GSB.ORG
4721 S Biltmore LaneMadison, WI 53718

(608) 243-1945

Siviq Scores

Precomputed percentiles for this filing year versus similar nonprofits in the same peer cohort.

Liabilities / Assets

8th percentile

0.00x

Higher debt load relative to assets than 8% of similar nonprofits.

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

Liabilities / Revenue

9th percentile

0.00x

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

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

Net Margin

86th percentile

39%

Higher net margin than 86% of similar nonprofits.

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

Top Officer Pay

90th percentile

$329,871

Higher top officer pay than 90% of similar nonprofits.

Top officer pay equals 75.9% of source-year revenue.

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

Asset Growth

27th percentile

-1.4%

Faster asset growth than 27% of similar nonprofits.

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

Revenue Growth

11th percentile

-34%

Faster revenue growth than 11% of similar nonprofits.

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

Balance Sheet
Liabilities / Assets8th percentile

Assets

Down

$8,559,160

Down $122,965 (-1.4%) from 2022

Net Assets

Down

$8,559,056

Down $123,069 (-1.4%) from 2022

Liabilities

Up

$104

Up $104 from 2022

Revenue And Expenses
Liabilities / Revenue9th percentileNet Margin86th percentile

Revenue

Down

$434,366

Down $223,397 (-34%) from 2022

Expenses

Down

$266,497

Down $23,870 (-8.2%) from 2022

Net Income

Down

$167,869

Down $199,527 (-54%) from 2022

Historical Trend

Balance Sheet Trend

Asset Growth27th percentile

The highlighted filing sits inside the broader history for assets, liabilities, and net assets.

$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

2023

Assets$8,559,160
Liabilities$104
Net Assets$8,559,056
Open 2023 Filing

Operations Trend

Revenue Growth11th percentile

Revenue, expenses, and net income across loaded years, with this 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

2023

Revenue$434,366
Expenses$266,497
Net Income$167,869
Open 2023 Filing
Jump To
Filing Snapshot
Filing Period
Nov 1, 2022 to Oct 31, 2023
Signed
Apr 9, 2024
Return Version
2022v5.0
Gross Receipts
$3,354,571
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$8,638,233$8,495,653▼ $142,580
Accounts Receivable$17,808$31,372▲ $13,564
Cash and Non-Interest-Bearing Accounts$24,997$31,256▲ $6,259
Prepaid Expenses and Deferred Charges$1,087$879▼ $208
Total Assets$8,682,125$8,559,160▼ $122,965
Liabilities
Accounts Payable and Accrued Expenses$0$104▲ $104
Total Liabilities$0$104▲ $104
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$8,664,125$8,544,056▼ $120,069
Net Assets With Donor Restrictions$18,000$15,000▼ $3,000
Total Net Assets Fund Balance$8,682,125$8,559,056▼ $123,069
Total Liabilities and Net Assets / Fund Balance$8,682,125$8,559,160▼ $122,965
Compensation and Service Providers
Top Officer Pay90th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
Kirby DavidsonPresident & CEOFT$24,918$8,069$32,987

Board Members and Trustees

NameTitle
Randy HultgrenChair
Lorrie TrogdenImmediate Past Chair
Betsy JohnsonMember - Bab Chair
Michael a WearMember - CAC Chair
Kevin Pernick Member -Bab Vice Chair (start 8/2023)
Sue BlackBab Vice Chair (term 7/2023)
Vicki KraaiMember - CAC Vice Chair
Karlton AdamVice Chair
Adrian BeverageMember
Amber Van TilMember
Ballard CassadyMember
Doug WarehamMember
Jackson HatawayMember
Jenifer WallerMember
Joe WittMember
John SorensenMember
Richard BaierMember
Rick ClayburghMember
Rose Oswald PoelsMember
T Rann PaynterMember
Michael AdelmanTreasurer
Vallabh SambamurthyUw Representative
Revenue and Support

Revenue Composition

Contributions and Grants
$6,500
Program Service Revenue
$0
Investment Income
$427,866
Other Revenue
$0
All Other Contributions
$6,500
Change in Net Assets
$167,869
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Grants and Similar Amounts Paid$152,145
Other Expenses$114,352
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Grants to Domestic Individuals$152,145--$152,145
Fees for Service Investment Mgmnt Fees-$54,605-$54,605
Fees for Services Management-$40,000-$40,000
Travel-$11,234-$11,234
Fees for Services Accounting-$8,432-$8,432
Information Technology-$81-$81
Total Functional Expenses$152,145$114,352$0$266,497
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
Yes
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. The committee deliberates and comes to a unanimous decision for the annual compensation of the president/ceo.”

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
Kirby Davidson
Title
President & CEO
Phone
6082431945
Signed
2024-04-09
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Kirby Davidson
Formed
1983
Legal Domicile
Wi
Voting Board Members
22
Independent Board Members
21
Employees
0
Volunteers
20

Preparer

Firm
Baker Tilly US Llp
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 538 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.

Path#Value
IRS990/AccountantCompileOrReviewInd01
IRS990/AccountsPayableAccrExpnssGrp/BOYAmt00
IRS990/AccountsPayableAccrExpnssGrp/EOYAmt0104
IRS990/AccountsReceivableGrp/BOYAmt017808
IRS990/AccountsReceivableGrp/EOYAmt031372
IRS990/AcctCompileOrReviewBasisGrp/ConsolidatedBasisFinclStmtInd0X
IRS990/ActivitiesConductedPrtshpInd00
IRS990/ActivityOrMissionDesc0TO INITIATE, FUND, MARKET AND IMPLEMENT PROGRAMS AND ACTIVITIES WHICH SUPPORT THE MISSION OF THE GRADUATE SCHOOL OF BANKING, INC.
IRS990/AllOtherContributionsAmt06500
IRS990/AnnualDisclosureCoveredPrsnInd01
IRS990/AuditCommitteeInd01
IRS990/BooksInCareOfDetail/PersonNm0KIRBY DAVIDSON
IRS990/BooksInCareOfDetail/PhoneNum06082431945
IRS990/BooksInCareOfDetail/USAddress/AddressLine1Txt04721 S BILTMORE LANE
IRS990/BooksInCareOfDetail/USAddress/CityNm0MADISON
IRS990/BooksInCareOfDetail/USAddress/StateAbbreviationCd0WI
IRS990/BooksInCareOfDetail/USAddress/ZIPCd053718
IRS990/BusinessRlnWith35CtrlEntInd00
IRS990/BusinessRlnWithFamMemInd00
IRS990/BusinessRlnWithOrgMemInd00
IRS990/CashNonInterestBearingGrp/BOYAmt024997
IRS990/CashNonInterestBearingGrp/EOYAmt031256
IRS990/ChangeToOrgDocumentsInd00
IRS990/CntrctRcvdGreaterThan100KCnt00
IRS990/CollectionsOfArtInd00
IRS990/CompensationFromOtherSrcsInd00
IRS990/CompensationProcessCEOInd01
IRS990/CompensationProcessOtherInd01
IRS990/ConflictOfInterestPolicyInd01
IRS990/ConservationEasementsInd00
IRS990/ConsolidatedAuditFinclStmtInd01
IRS990/CreditCounselingInd00
IRS990/CYBenefitsPaidToMembersAmt00
IRS990/CYContributionsGrantsAmt06500
IRS990/CYGrantsAndSimilarPaidAmt0152145
IRS990/CYInvestmentIncomeAmt0427866
IRS990/CYOtherExpensesAmt0114352
IRS990/CYOtherRevenueAmt00
IRS990/CYProgramServiceRevenueAmt00
IRS990/CYRevenuesLessExpensesAmt0167869
IRS990/CYSalariesCompEmpBnftPaidAmt00
IRS990/CYTotalExpensesAmt0266497
IRS990/CYTotalFundraisingExpenseAmt00
IRS990/CYTotalProfFndrsngExpnsAmt00
IRS990/CYTotalRevenueAmt0434366
IRS990/DecisionsSubjectToApprovaInd00
IRS990/DeductibleArtContributionInd00
IRS990/DeductibleNonCashContriInd00
IRS990/DelegationOfMgmtDutiesInd00
IRS990/Desc0THE HERBERT V. PROCHNOW EDUCATIONAL FOUNDATION, INC. SUPPORTS RESEARCH IN BANKING AND EDUCATION AND SPONSORS A NUMBER OF EDUCATIONAL PROGRAMS INTENDED TO BENEFIT THE BANKING INDUSTRY. THIS YEAR, RECIPIENTS USED 95 SCHOLARSHIPS TO THE BANKING SCHOOL AND 9 TO THE HUMAN RESOURCES SCHOOL.
IRS990/DescribedInSection501c3Ind01
IRS990/DisregardedEntityInd00
IRS990/DocumentRetentionPolicyInd00
IRS990/DonorAdvisedFundInd00
IRS990/DonorRestrictionNetAssetsGrp/BOYAmt018000
IRS990/DonorRestrictionNetAssetsGrp/EOYAmt015000
IRS990/DonorRstrOrQuasiEndowmentsInd00
IRS990/ElectionOfBoardMembersInd00
IRS990/EmployeeCnt00
IRS990/EngagedInExcessBenefitTransInd00
IRS990/ExpenseAmt0152145
IRS990/FamilyOrBusinessRlnInd00
IRS990/FederalGrantAuditRequiredInd00
IRS990/FeesForServicesAccountingGrp/ManagementAndGeneralAmt08432
IRS990/FeesForServicesAccountingGrp/TotalAmt08432
IRS990/FeesForServicesManagementGrp/ManagementAndGeneralAmt040000
IRS990/FeesForServicesManagementGrp/TotalAmt040000
IRS990/FeesForSrvcInvstMgmntFeesGrp/ManagementAndGeneralAmt054605
IRS990/FeesForSrvcInvstMgmntFeesGrp/TotalAmt054605
IRS990/ForeignActivitiesInd00
IRS990/ForeignFinancialAccountInd00
IRS990/ForeignOfficeInd00
IRS990/Form8282PropertyDisposedOfInd00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt04.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt036.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt11.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt21.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt31.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt41.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt51.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt61.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt71.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt81.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt91.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt101.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt111.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt121.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt131.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt141.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt151.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt161.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt171.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt181.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt191.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt201.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt211.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt221.00
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd0X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd1X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd2X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd3X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd4X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd5X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd6X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd7X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd8X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd9X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd10X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd11X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd12X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd13X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd14X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd15X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd16X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd17X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd18X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd19X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd20X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd21X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd22X
IRS990/Form990PartVIISectionAGrp/OfficerInd0X
IRS990/Form990PartVIISectionAGrp/OfficerInd1X
IRS990/Form990PartVIISectionAGrp/OfficerInd2X
IRS990/Form990PartVIISectionAGrp/OfficerInd3X
IRS990/Form990PartVIISectionAGrp/OfficerInd4X
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt055330
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt10
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt20
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt30
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt40
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt50
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt60
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt70
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt80
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt90
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt100
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt110
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt120
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt130
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt140
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt150
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt160
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt170
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt180
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt190
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt200
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt210
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt220
IRS990/Form990PartVIISectionAGrp/PersonNm0KIRBY DAVIDSON
IRS990/Form990PartVIISectionAGrp/PersonNm1LORRIE TROGDEN
IRS990/Form990PartVIISectionAGrp/PersonNm2RANDY HULTGREN
IRS990/Form990PartVIISectionAGrp/PersonNm3KARLTON ADAM
IRS990/Form990PartVIISectionAGrp/PersonNm4MICHAEL ADELMAN
IRS990/Form990PartVIISectionAGrp/PersonNm5BETSY JOHNSON
IRS990/Form990PartVIISectionAGrp/PersonNm6MICHAEL A WEAR
IRS990/Form990PartVIISectionAGrp/PersonNm7KEVIN PERNICK MEMBER -
IRS990/Form990PartVIISectionAGrp/PersonNm8SUE BLACK
IRS990/Form990PartVIISectionAGrp/PersonNm9VICKI KRAAI
IRS990/Form990PartVIISectionAGrp/PersonNm10VALLABH SAMBAMURTHY
IRS990/Form990PartVIISectionAGrp/PersonNm11ADRIAN BEVERAGE
IRS990/Form990PartVIISectionAGrp/PersonNm12AMBER VAN TIL
IRS990/Form990PartVIISectionAGrp/PersonNm13BALLARD CASSADY
IRS990/Form990PartVIISectionAGrp/PersonNm14DOUG WAREHAM
IRS990/Form990PartVIISectionAGrp/PersonNm15JACKSON HATAWAY
IRS990/Form990PartVIISectionAGrp/PersonNm16JENIFER WALLER
IRS990/Form990PartVIISectionAGrp/PersonNm17JOE WITT
IRS990/Form990PartVIISectionAGrp/PersonNm18JOHN SORENSEN
IRS990/Form990PartVIISectionAGrp/PersonNm19RICHARD BAIER
IRS990/Form990PartVIISectionAGrp/PersonNm20RICK CLAYBURGH
IRS990/Form990PartVIISectionAGrp/PersonNm21ROSE OSWALD POELS
IRS990/Form990PartVIISectionAGrp/PersonNm22T RANN PAYNTER
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt027454
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt10
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt20
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt30
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt40
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt50
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt60
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt70
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt80
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt90
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt100
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt110
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt120
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt130
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt140
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt150
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt160
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt170
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt180
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt190
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt200
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt210
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt220
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt0247087
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt10
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt20
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt30
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt40
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt50
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt60
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt70
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt80
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt90
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt100
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt110
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt120
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt130
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt140
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt150
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt160
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt170
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt180
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt190
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt200
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt210
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt220
IRS990/Form990PartVIISectionAGrp/TitleTxt0PRESIDENT & CEO
IRS990/Form990PartVIISectionAGrp/TitleTxt1IMMEDIATE PAST CHAIR
IRS990/Form990PartVIISectionAGrp/TitleTxt2CHAIR
IRS990/Form990PartVIISectionAGrp/TitleTxt3VICE CHAIR
IRS990/Form990PartVIISectionAGrp/TitleTxt4TREASURER
IRS990/Form990PartVIISectionAGrp/TitleTxt5MEMBER - BAB CHAIR
IRS990/Form990PartVIISectionAGrp/TitleTxt6MEMBER - CAC CHAIR
IRS990/Form990PartVIISectionAGrp/TitleTxt7BAB VICE CHAIR (START 8/2023)
IRS990/Form990PartVIISectionAGrp/TitleTxt8BAB VICE CHAIR (TERM 7/2023)
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
IRS990/Form990ProvidedToGvrnBodyInd01
IRS990/FormationYr01983
IRS990/FormerOfcrEmployeesListedInd00
IRS990/FSAuditedInd00
IRS990/FundraisingActivitiesInd00
IRS990/GainOrLossGrp/SecuritiesAmt0115771
IRS990/GamingActivitiesInd00
IRS990/GoverningBodyVotingMembersCnt022
IRS990/GrantAmt0152145
IRS990/GrantsToDomesticIndividualsGrp/ProgramServicesAmt0152145
IRS990/GrantsToDomesticIndividualsGrp/TotalAmt0152145
IRS990/GrantsToIndividualsInd01
IRS990/GrantsToOrganizationsInd00
IRS990/GrantToRelatedPersonInd00
IRS990/GrossAmountSalesAssetsGrp/SecuritiesAmt03035976
IRS990/GrossReceiptsAmt03354571
IRS990/GroupReturnForAffiliatesInd00
IRS990/IncludeFIN48FootnoteInd01
IRS990/IndependentAuditFinclStmtInd00
IRS990/IndependentVotingMemberCnt021
IRS990/IndivRcvdGreaterThan100KCnt00
IRS990/IndoorTanningServicesInd00
IRS990/InfoInScheduleOPartVIInd0X
IRS990/InformationTechnologyGrp/ManagementAndGeneralAmt081
IRS990/InformationTechnologyGrp/TotalAmt081
IRS990/InvestmentIncomeGrp/ExclusionAmt0312095
IRS990/InvestmentIncomeGrp/TotalRevenueColumnAmt0312095
IRS990/InvestmentInJointVentureInd00
IRS990/InvestmentsPubTradedSecGrp/BOYAmt08638233
IRS990/InvestmentsPubTradedSecGrp/EOYAmt08495653
IRS990/IRPDocumentCnt00
IRS990/IRPDocumentW2GCnt00
IRS990/LegalDomicileStateCd0WI
IRS990/LessCostOthBasisSalesExpnssGrp/SecuritiesAmt02920205
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/NetAssetsOrFundBalancesBOYAmt08682125
IRS990/NetAssetsOrFundBalancesEOYAmt08559056
IRS990/NetGainOrLossInvestmentsGrp/ExclusionAmt0115771
IRS990/NetGainOrLossInvestmentsGrp/TotalRevenueColumnAmt0115771
IRS990/NetUnrelatedBusTxblIncmAmt00
IRS990/NetUnrlzdGainsLossesInvstAmt0-290938
IRS990/NoDonorRestrictionNetAssetsGrp/BOYAmt08664125
IRS990/NoDonorRestrictionNetAssetsGrp/EOYAmt08544056
IRS990/NondeductibleContributionsInd00
IRS990/OfficerMailingAddressInd00
IRS990/OperateHospitalInd00
IRS990/Organization501c3Ind0X
IRS990/OrganizationFollowsFASB117Ind0X
IRS990/OtherChangesInNetAssetsAmt00
IRS990/PartialLiquidationInd00
IRS990/PayPremiumsPrsnlBnftCntrctInd00
IRS990/PoliticalCampaignActyInd00
IRS990/PrepaidExpensesDefrdChargesGrp/BOYAmt01087
IRS990/PrepaidExpensesDefrdChargesGrp/EOYAmt0879
IRS990/PrincipalOfficerNm0KIRBY DAVIDSON
IRS990/ProfessionalFundraisingInd00
IRS990/ProhibitedTaxShelterTransInd00
IRS990/PYBenefitsPaidToMembersAmt00
IRS990/PYContributionsGrantsAmt03009
IRS990/PYExcessBenefitTransInd00
IRS990/PYGrantsAndSimilarPaidAmt0178280
IRS990/PYInvestmentIncomeAmt0654754
IRS990/PYOtherExpensesAmt0112087
IRS990/PYOtherRevenueAmt00
IRS990/PYProgramServiceRevenueAmt00
IRS990/PYRevenuesLessExpensesAmt0367396
IRS990/PYSalariesCompEmpBnftPaidAmt00
IRS990/PYTotalExpensesAmt0290367
IRS990/PYTotalProfFndrsngExpnsAmt00
IRS990/PYTotalRevenueAmt0657763
IRS990/QuidProQuoContributionsInd00
IRS990/RcvFndsToPayPrsnlBnftCntrctInd00
IRS990/ReconcilationRevenueExpnssAmt0167869
IRS990/RegularMonitoringEnfrcInd01
IRS990/RelatedEntityInd01
IRS990/RelatedOrganizationCtrlEntInd00
IRS990/ReportInvestmentsOtherSecInd00
IRS990/ReportLandBuildingEquipmentInd00
IRS990/ReportOtherAssetsInd00
IRS990/ReportOtherLiabilitiesInd00
IRS990/ReportProgramRelatedInvstInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/Contribution35ControlledInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/ContributionControllerInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/ContributionFamilyInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/ControlledDisqualifiedPrsnInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/DisqualifiedPrsnControllIntInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/DisqualifiedPrsnOwnrIntInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/ExcessBusinessHoldingsRulesInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/ListedByNameGoverningDocInd01
IRS990ScheduleA/Form990SchASupportingOrgGrp/LoanDisqualifiedPersonInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/OrganizationChangeSuprtOrgInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/PaymentSubstantialContribtrInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/SupportedOrgNotOrganizedUSInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/SupportedOrgSectionC456Ind00
IRS990ScheduleA/Form990SchASupportingOrgGrp/SupportNonSupportedOrgInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/SuprtOrgNoIRSDeterminationInd00
IRS990ScheduleA/Form990SchAType1SuprtOrgGrp/OperateBenefitNonSuprtOrgInd00
IRS990ScheduleA/Form990SchAType1SuprtOrgGrp/PowerAppointMajorityDirTrstInd01
IRS990ScheduleA/OtherSupportSumAmt00
IRS990ScheduleA/SupportedOrganizationsCnt01
IRS990ScheduleA/SupportedOrganizationsTotalCnt01
IRS990ScheduleA/SupportedOrgInformationGrp/EIN0391467668
IRS990ScheduleA/SupportedOrgInformationGrp/GoverningDocumentListedInd01
IRS990ScheduleA/SupportedOrgInformationGrp/OrganizationTypeCd010
IRS990ScheduleA/SupportedOrgInformationGrp/OtherSupportAmt00
IRS990ScheduleA/SupportedOrgInformationGrp/SupportAmt00
IRS990ScheduleA/SupportedOrgInformationGrp/SupportedOrganizationName/BusinessNameLine1Txt0GRADUATE SCHOOL OF BANKING INC
IRS990ScheduleA/SupportingOrganization509a3Ind0X
IRS990ScheduleA/SupportingOrgType1Ind0X
IRS990ScheduleA/SupportSumAmt00
IRS990/ScheduleBRequiredInd00
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
IRS990ScheduleI/GrantsOtherAsstToIndivInUSGrp/CashGrantAmt06300
IRS990ScheduleI/GrantsOtherAsstToIndivInUSGrp/CashGrantAmt1145845
IRS990ScheduleI/GrantsOtherAsstToIndivInUSGrp/GrantTypeTxt0HUMAN RESOURCE MANAGEMENT SCHOOL SCHOLARSHIPS
IRS990ScheduleI/GrantsOtherAsstToIndivInUSGrp/GrantTypeTxt1GRADUATE SCHOOL SCHOLARSHIPS
IRS990ScheduleI/GrantsOtherAsstToIndivInUSGrp/RecipientCnt09
IRS990ScheduleI/GrantsOtherAsstToIndivInUSGrp/RecipientCnt195
IRS990ScheduleI/SupplementalInformationDetail/ExplanationTxt0THE ORGANIZATION TRACKS EACH SCHOLARSHIP AND THE USE OF THE FUNDS AWARDED. AMOUNTS USED AND UNUSED ARE TRACKED ANNUALLY AND RECONCILED AT FISCAL YEAR END.
IRS990ScheduleI/SupplementalInformationDetail/FormAndLineReferenceDesc0PART I, LINE 2:
IRS990ScheduleJ/AnyNonFixedPaymentsInd00
IRS990ScheduleJ/CompBasedOnRevenueOfFlngOrgInd00
IRS990ScheduleJ/CompBsdNetEarnsFlngOrgInd00
IRS990ScheduleJ/CompBsdNetEarnsRltdOrgsInd00
IRS990ScheduleJ/CompBsdOnRevRelatedOrgsInd00
IRS990ScheduleJ/EquityBasedCompArrngmInd00
IRS990ScheduleJ/InitialContractExceptionInd00
IRS990/ScheduleJRequiredInd01
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BaseCompensationFilingOrgAmt024918
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BonusFilingOrganizationAmount02536
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BonusRelatedOrganizationsAmt022828
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/CompensationBasedOnRltdOrgsAmt0224259
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/CompReportPrior990FilingOrgAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/CompReportPrior990RltdOrgsAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/DeferredCompensationFlngOrgAmt02687
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/DeferredCompRltdOrgsAmt024182
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/NontaxableBenefitsFilingOrgAmt02846
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/NontaxableBenefitsRltdOrgsAmt025615
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/OtherCompensationFilingOrgAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/OtherCompensationRltdOrgsAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/PersonNm0KIRBY DAVIDSON
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TitleTxt0PRESIDENT & CEO
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TotalCompensationFilingOrgAmt032987
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TotalCompensationRltdOrgsAmt0296884
IRS990ScheduleJ/SeverancePaymentInd00
IRS990ScheduleJ/SubstantiationRequiredInd01

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2023 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$8,559,160
Liabilities
$104
Net assets
$8,559,056
Revenue
$434,366
Expenses
$266,497
Net income
$167,869
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