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
Ready to take the next step with Southwestern Graduate School of Banking?
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 2024.
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
Frequently Asked Questions
What is Southwestern Graduate School of Banking?
Southwestern Graduate School of Banking is a nonprofit organization focused on Education, based in DALLAS, TX. It holds $5.7M in total assets as of 2024.
How large is Southwestern Graduate School of Banking?
As of 2024, Southwestern Graduate School of Banking holds $5.7M in total assets with $3.4M in annual revenue.
Where does Southwestern Graduate School of Banking operate?
Southwestern Graduate School of Banking has awarded grants in Texas.
What is Southwestern Graduate School of Banking's EIN?
Southwestern Graduate School of Banking's EIN (Employer Identification Number) is 23-7091275. IRS Form 990 filing data is available on this page for 2020–2024.
Explore Open Grants
Browse active grant opportunities in Southwestern Graduate School of Banking's focus areas in our free grants database
Similar Funders
Funders that support many of the same organizations
Kline Family Foundation
DALLAS, TX
Assets
$1.8M
Grants
60
Total Given
$253K
Shepherd 5 Points Family Foundation
AUSTIN, TX
Assets
—
Grants
14
Total Given
$383K
The Kaleta A Doolin Foundation
DALLAS, TX
Assets
$54.3M
Grants
110
Total Given
$3.8M
Searing Brown Foundation
HOUSTON, TX
Assets
$812K
Grants
19
Total Given
$50K
Keliher Family Foundation
DALLAS, TX
Assets
$476K
Grants
12
Total Given
$29K
The Grekin Family Foundation
BLOOMFIELD HILLS, MI
Assets
—
Grants
7
Total Given
$11K
Chubb Charitable Foundation
PHILADELPHIA, PA
Assets
$74.9M
Grants
3,719
Total Given
$6.3M
Jess L and Miriam B Stevens Foundation
TULSA, OK
Assets
$6.4M
Grants
44
Total Given
$1.1M
The Koepfgen Foundation
CHICAGO, IL
Assets
—
Grants
25
Total Given
$123K
Marilyn Augur Family Foundation
DALLAS, TX
Assets
$4.8M
Grants
42
Total Given
$311K
Burt Family Foundation
CHICAGO, IL
Assets
$305K
Grants
21
Total Given
$481K
Philip T Bee Charitable Trust
DALLAS, TX
Assets
$2.9M
Grants
40
Total Given
$366K
Data last updated April 2026. Sourced from IRS Form 990-PF filings.
What could you do with Southwestern Graduate School of Banking on Grantable?
- Assess strategic fit with your organization
- Draft a tailored letter of inquiry
- Find open RFPs from this funder
- Monitor for new funding opportunities
Go from researching Southwestern Graduate School of Banking to a real strategy.