Skip to content
Nonprofiteer
← All organizations

GRADUATE SCHOOL OF BANKING INC

EIN 39-1467668 MADISON, WI

Browse the largest nonprofits in Wisconsin

Revenue 2024
$3,568,364
Expenses 2024
$4,061,039

Program services were 67.4% of total expenses calculated — Part IX's program-services column over total expenses, both as filed.

As filed

Subsection
03
Classification
2000
Street
4721 S BILTMORE LN

These codes are the IRS's own and are shown exactly as filed. What each one means is in the Business Master File documentation (opens in a new tab).

Other organizations at this address

3 other organizations in the IRS Business Master File list the same street address. matched by us

We match the street line and ZIP code as the IRS gives them, ignoring case and outer spaces and nothing else, so "AVE" and "AVENUE" count as different streets and this list can miss some. A shared address can mean related organizations or a shared office, but it can also be a registered agent, a mail drop or a service provider holding mail for unrelated clients. It is not, by itself, evidence that two organizations are connected.

Mission and programs · 2024

Mission

TO SERVE THE ADVANCED MANAGEMENT DEVELOPMENT NEEDS OF PROFESSIONALS AND ORGANIZATIONS IN THE BANKING AND FINANCIAL SERVICES INDUSTRY.

  • GRADUATE SCHOOL OF BANKING PROGRAM (421 STUDENTS). THE GRADUATE SCHOOL PROGRAM PROVIDES A COMPREHENSIVE COURSE OF STUDY OF GENERAL BANKING AND MANAGEMENT SUBJECTS DESIGNED TO MEET THE NEEDS OF BANKERS WHOSE RESPONSIBILITIES AND SCOPE OF ACTIVITIES ARE EXPANDING. THE SCHOOL'S PURPOSE IS TO MEET THE GROWING NEED FOR BANK MANAGERS AND OTHERS WORKING IN THE FINANCIAL SERVICES INDUSTRY TO ACQUIRE A BROAD KNOWLEDGE AND UNDERSTANDING OF THE MAJOR BANK FUNCTIONS AND THEIR INTERRELATIONSHIPS, AND TO DEVELOP THE SKILLS REQUIRED TO LEAD AND MANAGE EFFECTIVELY IN TODAY'S AND TOMORROW'S CHALLENGING BANKING ENVIRONMENT. THE CURRICULUM REFLECTS CONTEMPORARY TRENDS AFFECTING THE FINANCIAL SERVICES INDUSTRY. CORE COURSES ADDRESS BROAD AREAS OF FINANCE, MARKETING, MANAGEMENT, AND THE ENVIRONMENT IN WHICH BANKS OPERATE; A WIDE RANGE OF ELECTIVES ALLOWS PARTICIPANTS TO TAILOR THEIR EDUCATIONAL PROGRAMS TO MEET THEIR OWN INDIVIDUAL INTERESTS AND DEVELOPMENT NEEDS AND THOSE OF THEIR BANKS. THE PROGRAM GUIDES THE DEVELOPMENT OF CRITICAL THINKING SKILLS AND LEADERSHIP TALENTS TO MANAGE CHANGE AND MOTIVATE PEOPLE BY DRAWING ON A CLEAR UNDERSTANDING OF ALL AREAS OF FINANCIAL SERVICES MANAGEMENT.

    Expenses $1,704,134 · Revenue $2,504,022

  • DISTANCE EDUCATION (443 REGISTRATIONS). THE GSB ONLINE SEMINAR SERIES OFFERS A CONVENIENT, COST-EFFECTIVE WAY FOR BANKERS TO ACCESS QUALITY EDUCATIONAL OPPORTUNITIES VIA THE INTERNET. PROGRAMS ARE DESIGNED TO MEET THE DYNAMIC LEARNING NEEDS OF TODAY'S BUSY FINANCIAL PROFESSIONAL AND ARE DELIVERED BY SOME OF THE TOP INDUSTRY EXPERTS.

    Expenses $253,845 · Revenue $144,309

  • FINANCIAL MANAGERS SCHOOL (65 STUDENTS). THE UNIQUE CONCEPTS AND TERMINOLOGY OF BANK FINANCE AND ASSET/LIABILITY MANAGEMENT ARE PRESENTED, ALONG WITH PRACTICAL IMPLEMENTATION TOOLS TO PROFITABLY MANAGE A FINANCIAL INSTITUTION'S BALANCE SHEET, DEVELOP EFFECTIVE STRATEGIES AND COMMUNICATE STRATEGIES TO THE BOARD AND SENIOR MANAGEMENT THAT INSURE EFFECTIVE DECISION-MAKING. THE USE OF REAL-WORLD SCENARIOS IDENTIFIES MAJOR FINANCIAL STRENGTHS AND WEAKNESSES OF INSTITUTIONS, EXAMINES INTEREST RATE RISK PROFILES, EVALUATES ISSUES RELATING TO BASE STRATEGY FORECASTS, ANALYZES LOAN AND INVESTMENT PORTFOLIOS, MAKES PRICING DECISIONS AND FORMULATES AND COMMUNICATES EFFECTIVE STRATEGIES TO IMPROVE THE INSTITUTION'S OVERALL PROFITABILITY. THIS PROGRAM GOES BEYOND THE BASICS TO PRESENT BEST PRACTICES AND SOLUTIONS TO TODAY'S MOST CRITICAL FINANCIAL MANAGEMENT DECISIONS. DESIGNED BY EXPERIENCED CFOS FOR FINANCIAL INSTITUTION FINANCE MANAGERS, THIS SCHOOL PROVIDES THE TOOLS NEEDED TO BUILD A SOLID FOUNDATION IN ASSET/LIABILITY MANAGEMENT.

    Expenses $204,673 · Revenue $243,862

  • BANK TECHNOLOGY MANAGEMENT SCHOOL - 50 PARTICIPANTSBANK TECHNOLOGY SECURITY SCHOOL - 44 PARTICIPANTS HUMAN RESOURCES MANAGEMENT SCHOOL - 50 PARTICIPANTS DIGITAL BANKING SCHOOL - 31 PARTICIPATING BANKS

    Expenses $573,932 · Revenue $556,149

As filed on the 2024 return. The filer continues this part on Schedule O, which is not shown here.

Officers and directors · 2024

As listed in Part VII of the 2024 return, in the order the filer printed them. Each return names its own; this is not a roster the organization keeps with us.

  • Paul Katz President

    & CEO (EFF. 05/2024)

    Total calculated
    $148,973
    From this org
    $133,327
    From related orgs
    $14,814
    Other
    $832
    Hours/week
    36 + 4 related
  • Kirby Davidson Former

    PRESIDENT & CEO (TERM 12/2024)

    Total calculated
    $384,753
    From this org
    $287,517
    From related orgs
    $31,947
    Other
    $65,289
    Hours/week
    36 + 4 related

    Schedule J breakdown matched by us

    Base
    $253,455 + $28,162 related
    Bonus
    $25,200 + $2,800 related
    Other
    $8,862 + $985 related
    Deferred
    $27,590 + $3,066 related
    Nontaxable benefits
    $31,170 + $3,463 related
    Filer's total
    $346,277 + $38,476 related
  • Adrian Beverage

    CHAIR

    Total calculated
    $0
    Hours/week
    1 + 1 related
  • Jenifer Waller

    VICE CHAIR

    Total calculated
    $0
    Hours/week
    1 + 1 related
  • Karlton Adam

    IMMEDIATE PAST CHAIR

    Total calculated
    $0
    Hours/week
    1 + 1 related
  • T Rann Paynter

    TREASURER

    Total calculated
    $0
    Hours/week
    1 + 1 related
  • Vicki Kraai

    MEMBER - CAC CHAIR

    Total calculated
    $0
    Hours/week
    1 + 1 related
  • Julie Redfern

    MEMBER - BAB CHAIR

    Total calculated
    $0
    Hours/week
    1 + 1 related
  • Brian Humphreys

    MEMBER - BAB VICE CHAIR

    Total calculated
    $0
    Hours/week
    1 + 1 related
  • Lisa Yaffe

    MEMBER - CAC VICE CHAIR

    Total calculated
    $0
    Hours/week
    1 + 1 related
  • Vallabh Sambamurthy

    UW REPRESENTATIVE

    Total calculated
    $0
    Hours/week
    1 + 1 related
  • Amber Van Til

    MEMBER

    Total calculated
    $0
    Hours/week
    1 + 1 related
  • Michael Adelman

    MEMBER

    Total calculated
    $0
    Hours/week
    1 + 1 related
  • Randy Hultgren

    MEMBER

    Total calculated
    $0
    Hours/week
    1 + 1 related
  • Ballard Cassady

    MEMBER

    Total calculated
    $0
    Hours/week
    1 + 1 related
  • Doug Wareham

    MEMBER

    Total calculated
    $0
    Hours/week
    1 + 1 related
  • Jackson Hataway

    MEMBER

    Total calculated
    $0
    Hours/week
    1 + 1 related
  • Joe Witt

    MEMBER

    Total calculated
    $0
    Hours/week
    1 + 1 related
  • Lorrie Trogden

    MEMBER

    Total calculated
    $0
    Hours/week
    1 + 1 related
  • John Sorensen

    MEMBER

    Total calculated
    $0
    Hours/week
    1 + 1 related
  • Richard Baier

    MEMBER

    Total calculated
    $0
    Hours/week
    1 + 1 related
  • Rick Clayburgh

    MEMBER

    Total calculated
    $0
    Hours/week
    1 + 1 related
  • Rose Oswald Poels

    MEMBER

    Total calculated
    $0
    Hours/week
    1 + 1 related

Compensation is as filed in Part VII: reportable pay from this organization and from related organizations, other compensation, and hours per week. The total, marked calculated, is our sum of the three dollar columns, with a blank column counted as $0; the form itself has no total. On a Form 990-EZ the columns are Part IV's instead, and on a Form 990-PF Part VIII's — compensation, contributions to benefit plans, and expense account — and the total sums those. A Schedule J breakdown is as filed: base pay, bonus, other, deferred compensation and nontaxable benefits from this organization, with any from related organizations beside each, and the filer's own total. It is shown with the Part VII listing of the same name on the same return. The form gives no key between the two, so that pairing is ours, and is marked matched by us. Earlier years are each on their own filing page.

Filings

  • 2024
    Revenue
    $3,568,364
    Expenses
    $4,061,039
    Contributions
    $40,647
    Grants paid
    $0
  • 2023
    Revenue
    $3,830,250
    Expenses
    $4,145,776
    Contributions
    $0
    Grants paid
    $225,000
  • 2022
    Revenue
    $4,036,446
    Expenses
    $3,795,283
    Contributions
    $0
    Grants paid
    $0

The four totals the IRS asks for on Part I of the Form 990, as filed. A dash means the figure was not present on the return — not that it was zero.

Other returns filed

  • 2021 · 990

    Revenue
    $4,080,675
    Expenses
    $3,765,113
    Assets (EOY)
    $1,349,649
  • 2020 · 990

    Revenue
    $3,378,911
    Expenses
    $2,576,955
    Assets (EOY)
    $1,229,337
  • 2019 · 990

    Revenue
    $1,424,788
    Expenses
    $2,169,762
    Assets (EOY)
    $2,009,591
  • 2018 · 990

    Revenue
    $3,688,836
    Expenses
    $3,852,934
    Assets (EOY)
    $775,779
  • 2017 · 990

    Revenue
    $3,719,792
    Expenses
    $3,818,006
    Assets (EOY)
    $923,094
  • 2016 · 990

    Revenue
    $3,506,029
    Expenses
    $3,730,350
    Assets (EOY)
    $857,896
  • 2015 · 990

    Revenue
    $4,056,700
    Expenses
    $3,771,524
    Assets (EOY)
    $1,199,133
  • 2014 · 990

    Revenue
    $3,622,009
    Expenses
    $3,819,949
    Assets (EOY)
    $1,166,655
  • 2013 · 990

    Revenue
    $3,405,255
    Expenses
    $3,734,039
    Assets (EOY)
    $1,223,107
  • 2012 · 990

    Revenue
    not reported
    Expenses
    $3,300,445
    Assets (EOY)
    $1,408,667

Nonprofiteer parses Forms 990, 990-EZ and 990-PF, in a window of recent tax years. These returns are recorded from the IRS e-file index, so their figures were extracted by that index rather than read from the return here — treat them as a different source from the filings above, not as more of the same record. A dash means the index carries no figure; Form 990-T listings carry none at all. Showing the 10 most recent; the API carries the rest.

Grants made

Where these grants went next →

Grants received

No itemized grant names this organization as a recipient. Only grants over $5,000 are itemized, and only by filers of the full Form 990.

Related organizations

From Schedule R Part II, where a filer lists the tax-exempt organizations it is related to by control. It does not record shared board members or money.

Declared on its 2024 return

Declared as related by

Other IRS files

Auto-Revocation List

Not listed. The IRS publishes this list for organizations whose exemption was automatically revoked for failing to file for three consecutive years.

Publication 78

Listed as of 13 October 2026, under deductibility PC.

These are two separate IRS files on two separate schedules, shown as published and not reconciled with each other. Neither is a statement about whether a contribution is deductible today: 19,245 organizations appear in Publication 78 while the IRS's own revocation file lists them as currently revoked, more than half of those revoked before 2019. Absence from Publication 78 is evidence of nothing, and presence is not evidence either. Verify current status with the IRS before relying on it.

What this page reflects

The registration facts above come from the IRS Business Master File published 13 October 2026 and read 1 November 2026, for every organization at once. Returns through tax year 2024, the newest we have parsed for this organization.