Graduate School of Banking Inc
To serve the advanced management development needs of professionals and organizations in the banking and financial services industry.
Graduate School of Banking Inc at a glance
- Total assets
- $612,657
- -48.7% vs 2024
- Revenue (2025)
- $3,568,364
- -6.8% vs 2024
- Net investment income (2025)
- $39,375
- -40.1% vs 2024
- Expenses (2025)
- $4,061,039
- -2.0% vs 2024
- Latest 990 filing
- Form 990, 2025 View filing
Data from IRS Form 990, 2025; updated September 2026.
Who Graduate School of Banking Inc funds
How this funder distributes its grants
Grant Size Distribution
1 grant across all recorded years
The most common grant size was in the $100–250K range: 1 grant of 1 (100%).
Geographic Focus
Where this funder awards grants
Grant Distribution by State
States
Cities
Giving History
Giving Over Time
Total grant dollars and number of grants per year
From 2019 to 2024, annual grant giving ranged from $25K (2020) to $300K (2019). In 2024 it made 1 grant totaling $225K.
Grants by year
Grant recipients and amounts by year
| Recipient | Purpose | Amount |
|---|---|---|
| Herbert V Prochnow Educational Foundation Inc Madison, WI | Contribution to hvpef for inclusion in the foundation's investment profile. | $225,000 |
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Financial History
Multi-year comparison from IRS filings
| Filing year | Total Assets | Revenue | Expenses | Grants paid | Grants | Net Investment Income |
|---|---|---|---|---|---|---|
| 2025 | $612,657 | $3,568,364 | $4,061,039 | — | — | $39,375 |
| 2024 | $1,193,165 | $3,830,250 | $4,145,776 | $225,000 | 1 | $65,695 |
| 2023 | $1,525,736 | $4,036,446 | $3,795,283 | — | — | $2,165 |
| 2022 | $1,349,649 | $4,080,675 | $3,765,113 | — | — | $3,515 |
| 2021 | $1,229,337 | $3,378,911 | $2,576,955 | — | — | $3,871 |
| 2020 | $2,009,591 | $1,424,788 | $2,169,762 | $25,000 | 1 | $640 |
| 2019 | $775,779 | $3,688,836 | $3,852,934 | $300,000 | 1 | $941 |
About Graduate School of Banking Inc
Based on IRS filings
Graduate School of Banking Inc is a public charity, based in Madison, WI. IRS filing data is available from 2019 through 2025. As of 2025, the organization holds $613K in total assets. Net investment income was $39K.
Leadership & Key People
Officers and directors from IRS filings
Graduate School of Banking Inc is led by Kirby Davidson Former, President & CEO on the 2025 filing; 2 of 23 officers listed in 2025 are compensated.
Officers on the 2025 filing
Kirby Davidson Former
President & CEO
New on the 2025 filing
36 hrs/week
$288K (2025)
Paul Katz President
CEO
New on the 2025 filing
36 hrs/week
$133K (2025)
Adrian Beverage
Chair
Member → Vice Chair, 2024
Vice Chair → Chair, 2025
On filings since 2021
1 hr/week
No compensation reported
Vicki Kraai
Member - Cac Chair
Member - Cac Vice Chair → Member - Cac Chair, 2025
On filings since 2023
1 hr/week
No compensation reported
Julie Redfern
Member - Bab Chair
Member - Bab Vice Chair → Member - Bab Chair, 2025
On filings since 2024
1 hr/week
No compensation reported
Amber Van Til
Member
Immediate Past Chair of the Board → Trustee, 2022
Trustee → Member, 2023
On filings since 2019
1 hr/week
No compensation reported
Ballard W. Cassady Jr.
Member
Trustee → Member, 2023
On filings since 2019
1 hr/week
No compensation reported
Doug Wareham
Member
Chair of the Board → Immediate Past Chair of the Board, 2022
Immediate Past Chair of the Board → Member, 2023
On filings since 2019
1 hr/week
No compensation reported
Joe Witt
Member
Trustee → Member, 2023
On filings since 2019
1 hr/week
No compensation reported
John Sorensen
Member
Trustee → Member, 2023
On filings since 2019
1 hr/week
No compensation reported
Lorrie Trogden
Member
Chair of the Board → Immediate Past Chair, 2023
Immediate Past Chair → Member, 2024
On filings since 2019
1 hr/week
No compensation reported
Michael J. Adelman
Member
Treasurer of the Board → Treasurer, 2023
Treasurer → Member, 2025
On filings since 2019
1 hr/week
No compensation reported
Richard Baier
Member
Immediate Past Chair of the Board → Trustee, 2020
Trustee → Member, 2023
On filings since 2019
1 hr/week
No compensation reported
Rick Clayburgh
Member
Trustee → Member, 2023
On filings since 2019
1 hr/week
No compensation reported
Rose Oswald Poels
Member
Trustee → Member, 2023
On filings since 2019
1 hr/week
No compensation reported
T. Rann Paynter
Treasurer
Trustee → Member, 2023
Member → Treasurer, 2025
On filings since 2019
1 hr/week
No compensation reported
Randy Hultgren
Member
Chair → Immediate Past Chair, 2024
Immediate Past Chair → Member, 2025
On filings since 2020
1 hr/week
No compensation reported
Vallabh Sambamurthy
Uw Representative
Trustee → Uw Representative, 2023
On filings since 2020
1 hr/week
No compensation reported
Jenifer Waller
Vice Chair
Trustee → Member, 2023
Member → Vice Chair, 2025
On filings since 2022
1 hr/week
No compensation reported
Jackson Hataway
Member
On filings since 2023
1 hr/week
No compensation reported
Karlton Adam
Immediate Past Chair
Vice Chair → Chair, 2024
Chair → Immediate Past Chair, 2025
On filings since 2023
1 hr/week
No compensation reported
Brian Humphreys
Member - Bab Vice Chair
New on the 2025 filing
1 hr/week
No compensation reported
Lisa Yaffe
Member - Cac Vice Chair
New on the 2025 filing
1 hr/week
No compensation reported
Former officers (17)
- Former: Kirby A. Davidson (2019–2024) — CEO
- Former: Michael A. Wear (2022–2024) — Member - Cac Chair
- Former: Kevin Pernick (2024) — Member - Bab Chair
- Former: Paul Katz (2024) — President & CEO
- Former: Betsy Johnson (2022–2023) — Member - Bab Chair
- Former: Sue Black (2022–2023) — Bab Vice Chair
- Former: Kevin Pernick Member (2023) — Bab Vice Chair
- Former: Don A. Childears (2019–2022) — Trustee
- Former: Jason Schwartz (2019–2022) — Trustee
- Former: Lance E. Kessler (2019–2022) — Trustee
- Former: Max Cook (2019–2022) — Trustee
- Former: Karl Adam (2020–2022) — Trustee
- Former: Ernest Strube (2019–2021) — Trustee
- Former: Roger M. Beverage (2019–2021) — Trustee
- Former: Curtis A. Everson (2019) — Trustee
- Former: James M. Johannes (2019) — Trustee
- Former: Linda Koch (2019) — Trustee
Data from IRS Form 990 filings, 2019–2025. "On filings since" is the earliest filing we hold that lists the person; hours are average hours per week as reported.
Compensation Overview
From 2025 IRS filing
The highest reported compensation on the 2025 filing was $288K, to Kirby Davidson Former (President & CEO (Term 12/2024)). 2 officers or directors reported compensation on that filing.
Frequently asked questions about Graduate School of Banking Inc
How large is Graduate School of Banking Inc?
Graduate School of Banking Inc reported $613K in total assets on its 2025 IRS Form 990. Its revenue that year was $3.6M.
Where does Graduate School of Banking Inc operate?
Graduate School of Banking Inc has awarded grants in Wisconsin.
What is Graduate School of Banking Inc's EIN?
Graduate School of Banking Inc's EIN (Employer Identification Number) is 39-1467668. IRS Form 990 filing data is available on this page for 2019–2025.
Data last updated September 2026. Sourced from IRS Form 990 filings.
Data update history
(5)
When this profile's IRS filing data changed on Grantable
- Updated Form 990 for fiscal year 2019 (received by the IRS April 28, 2020)
- Updated Form 990 for fiscal year 2020 (received by the IRS May 10, 2021)
- Updated Form 990 for fiscal year 2024 (received by the IRS April 2, 2025)
- Added Form 990 for fiscal year 2025 (received by the IRS May 19, 2026)
- IRS filings on file for fiscal years 2019–2024
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