TO PROVIDE THE HIGHEST QUALITY GRADUATE LEVEL EDUCATION FOR BANK AND FINANCIAL SERVICE INDUSTRY MANAGERS, SENIOR OFFICERS, AND DIRECTORS. THE FOUNDATION ALSO SEEKS TO DEVELOP LEADERS WHO ARE ABLE TO MEET THE INDUSTRY'S CHALLENGES WHENEVER AND WHEREVER THEY ARISE.
Financial Overview
From 2024 IRS Form 990-PF · View filing
Total Assets
$5.7M
+15.2% YoY
Revenue
$3.4M
+98.0% YoY
Net Investment Income
$743K
+299.6% YoY
Expenses
$2.4M
+77.0% YoY
About Southwestern Graduate School of Banking
Based on IRS filings
Southwestern Graduate School of Banking is a nonprofit organization focused on Education, based in DALLAS, TX. IRS filing data is available from 2020 through 2024. As of 2024, the organization holds $5.7M in total assets. Net investment income was $743K.
Focus Areas
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Geographic Focus
Where this funder awards grants
Grant Distribution by State
States
Cities
Financial History
Multi-year comparison from IRS filings
| Metric | 2024 | 2023 | 2022 |
|---|---|---|---|
| Total Assets | $5,688,550 | $4,937,692 | $4,148,993 |
| Revenue | $3,442,778 | $1,738,355 | $708,611 |
| Expenses | $2,401,113 | $1,356,196 | $1,486,728 |
| Qualifying Distributions | — | — | — |
| Net Investment Income | $743,213 | $185,976 | $-280,123 |
| Distributable Amount | — | — | — |
Giving Over Time
Total grant dollars and number of grants per year
Grant Insights
How this funder distributes its grants
Top Recipients
Top 0 recipients in 2024
Grant Size Distribution
1 grants across all recorded years
Giving History
Grant recipients and amounts by year
No grants recorded for .
Leadership & Key People
Officers and directors from IRS filings
Compensation Overview
From 2024 IRS filing
From 2024 filing
| Name | Title | Hours | Compensation |
|---|---|---|---|
| jeffrey r schmid | PRESIDENT & CEO | 40 | $239,172 |
| David Davis | Chief Operating Officer | 40 | $195,400 |
| J CRAIG BUFORD | trustee | 2 | — |
| VICTOR PIERSON | TRUSTEE | 2 | — |
| Jill Castilla | CHAIR | 2 | — |
| Thomas Gary Hudson | Vice-Chair | 2 | — |
| Matthew B Myers PhD | trustee | 2 | — |
| Brad Cheves | trustee | 2 | — |
| R Scott heitkamp | trustee | 2 | — |
| darla r rooke | trustee | 2 | — |
| CHRISTOPHER J FURLOW | TRUSTEE | 2 | — |
| ROBERT L CLARKE | trustee | 2 | — |
| charles g cooper | trustee | 2 | — |
| david l kemp | trustee | 2 | — |
| jelena mcwilliams | trustee | 2 | — |
| christopher l williston vi | trustee | 2 | — |
| Mr F Scott Dueser | trustee | 2 | — |
| Mr William R Jenkins III | trustee | 2 | — |
| Ms Susannah T Marshall | trustee | 2 | — |
Subject Areas
Focus areas based on grantmaking activity
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Similar funders by location and focus area
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Data last updated April 2026. Sourced from IRS Form 990-PF filings.
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