PAUL W BARRET JR SCHOOL OF BANKING

EIN: 581382543 501(c)(3)

MEMPHIS, TN

Total Revenue
$1,252,113
Total Expenses
$1,267,013
Total Assets
$10,268,296
Net Assets
$9,865,439
🔒

Financial Vulnerability Assessment (Tuckman-Chang)

4 risk indicators measuring financial stability and operational resilience

Sign in with your work email to view Tuckman-Chang indicators

Sign In — Free (10 views/day)

Financial Trends

Organization Details

Formation Year
1976
Legal Domicile
TN
Principal Officer
CHRISTOPHER M KELLEY
Phone
9013214000
Tax Period
2023-09-01 to 2024-08-31

PAUL W BARRET JR SCHOOL OF BANKING, founded in 1976, is a community nonprofit that reported $1.3M in total revenue in fiscal year 2023. Revenue surged 38% from the prior year, signaling strong growth momentum. Net assets of $9.9M represent 95 months of operating reserves.

Mission

PROVIDING EDUCATION & PROFESSIONAL DEVELOPMENT FOR THE BANKING COMMUNITY

Program Service Accomplishments

Program 1
Expenses: $815,192 Revenue: $718,766

THE PAUL W. BARRET, JR. SCHOOL OF BANKING IS A NON-PROFIT INDEPENDENT SCHOOL CREATED BY AND GOVERNED BY A BOARD OF REGENTS, WHOSE MEMBERS ARE EXECUTIVES FROM BANKS AND OTHER FIRMS INVOLVED WITH THE...

Read more

THE PAUL W. BARRET, JR. SCHOOL OF BANKING IS A NON-PROFIT INDEPENDENT SCHOOL CREATED BY AND GOVERNED BY A BOARD OF REGENTS, WHOSE MEMBERS ARE EXECUTIVES FROM BANKS AND OTHER FIRMS INVOLVED WITH THE FINANCIAL SERVICES INDUSTRY. THE MISSION OF THE SCHOOL IS TO PROVIDE AN ADULT LEARNING EXPERIENCE FOR THE CAREER-ORIENTED INDIVIDUAL IN COMMERCIAL BANKING OR A RELATED FINANCIAL SERVICES INDUSTRY BUSINESS.

🔒

Trantor Score

Financial Health Score (300–850) · Liquidity · Solvency · Sustainability · Efficiency

Sign in to view Trantor Score and financial metrics

Liquidity (40%) • Solvency (30%) • Sustainability (20%) • Efficiency (10%)

Sign In — Free (10 views/day)

Financial Overview (2023)

Revenue Breakdown

Contributions & Grants $0
Program Service Revenue $718,766
Investment Income $421,959
Other Revenue $111,388
TOTAL REVENUE $1,252,113

Expense Breakdown

Grants Paid $54,422
Salaries & Benefits $535,931
Fundraising Expenses $0
Program Expenses $815,192
Other Expenses $676,660
TOTAL EXPENSES $1,267,013

Year-over-Year Comparison

2023 2022 Change
Revenue $1,252,113 $907,216 +0.4%
Expenses $1,267,013 $1,174,234 +0.1%
Net Income $-14,900 $-267,018 -0.9%
Key Indicators
✓ Grants to Organizations ✗ Grants to Individuals ✗ Lobbying ✗ Political Activity ✗ Foreign Activities ✗ Donor Advised Fund ✗ Schedule B Required
🔒

Financial Health Indicators

Comprehensive financial analysis: Altman Z-Score, liquidity, solvency, sustainability, efficiency, and growth metrics

Financial Distress Indicator

Liquidity & Cash Position

Sign in to view all financial metrics

Altman Z-Score • Liquidity Ratios • Solvency Analysis • Growth Indicators • Efficiency Metrics

Sign In

Governance

Voting Members
43
Independent Members
40
Employees
3
Volunteers
40

Governance Policies

✗ Conflict of Interest Policy
✗ Whistleblower Policy
✗ Document Retention Policy

Special Practices & Reported Activities

✓ Operated a School
✗ Operated a Hospital
✗ Provided First Class Travel
✗ Reported Conflict of Interest
✗ Reported Asset Diversion
✗ Excess Benefit Transaction
✗ Made Political Expenditures
✗ Engaged in Lobbying
✗ Operated Donor Advised Fund
✗ Maintained Art Collections
✗ Filed Form 720

Compensation of Officers, Directors & Key Employees

Total Officers
5
$266,835
Total Directors
43
$442,958
Key Employees
0
$0
Highest Compensated
0
reported
Name Title Hours/Week Role Reportable Comp Other Comp Total
SKINNER RAY CHAIRMAN 0.50
Officer Director
$0 $0 $0
NUNLEY JENNIFER CHAIRMAN - ELECT 0.50
Officer Director
$0 $0 $0
GOWEN JIM JR IMMEDIATE PAST CHAIRMAN 0.50
Officer Director
$0 $0 $0
GERRISH JEFF SECRETARY 0.50
Officer Director
$0 $0 $0
ANDERSON SHARON BOARD MEMBER 0.50
Director
$0 $0 $0
ANGLES KATE BOARD MEMBER 0.50
Director
$0 $0 $0
BELLER JOHN BOARD MEMBER 0.50
Director
$0 $0 $0
BITTINGER AZA BOARD MEMBER 0.50
Director
$0 $0 $0
BREEN ADRIAN BOARD MEMBER 0.50
Director
$0 $0 $0
COGGIN LARRY BOARD MEMBER 0.50
Director
$0 $0 $0
DOVER BORIS BOARD MEMBER 0.50
Director
$0 $0 $0
DUFOUR DAVID BOARD MEMBER 0.50
Director
$0 $0 $0
FINNERTY DAVE BOARD MEMBER 0.50
Director
$0 $0 $0
FITE LISA BOARD MEMBER 0.50
Director
$0 $0 $0
GOODRICH RAYMOND BOARD MEMBER 0.50
Director
$0 $0 $0
HAUGEN BARRY BOARD MEMBER 0.50
Director
$0 $0 $0
HERRERA ROBERT BOARD MEMBER 0.50
Director
$0 $0 $0
HOBBS MIKE BOARD MEMBER 0.50
Director
$0 $0 $0
HUGHES EDNA BOARD MEMBER 0.50
Director
$0 $0 $0
JONES JASON BOARD MEMBER 0.50
Director
$0 $0 $0
KELLY DANNY BOARD MEMBER 0.50
Director
$0 $0 $0
LANORE LINDSAY BOARD MEMBER 0.50
Director
$0 $0 $0
MARKLAND KIM BOARD MEMBER 0.50
Director
$0 $0 $0
MCCLATCHY SAM BOARD MEMBER 0.50
Director
$0 $0 $0
MCNAIR JOHN BOARD MEMBER 0.50
Director
$0 $0 $0
MITCHELL SHAWN BOARD MEMBER 0.50
Director
$0 $0 $0
MONTGOMERY TAMMY BOARD MEMBER 0.50
Director
$0 $0 $0
PADGETT CHRIS BOARD MEMBER 0.50
Director
$0 $0 $0
PARISI MIKE BOARD MEMBER 0.50
Director
$0 $0 $0
REBER JIM BOARD MEMBER 0.50
Director
$0 $0 $0
RITTENBERRY JEANIE BOARD MEMBER 0.50
Director
$0 $0 $0
RUGE MATT BOARD MEMBER 0.50
Director
$0 $0 $0
SCARBORO DOUGLAS BOARD MEMBER 0.50
Director
$0 $0 $0
ST PIERRE JUSTIN BOARD MEMBER 0.50
Director
$0 $0 $0
STRICKLAND JIM BOARD MEMBER 0.50
Director
$0 $0 $0
TAYLOR TERESA BOARD MEMBER 0.50
Director
$0 $0 $0
UNDERWOOD KATHY BOARD MEMBER 0.50
Director
$0 $250 $250
WALHOOD BRIAN BOARD MEMBER 0.50
Director
$0 $0 $0
WITKOWSKI JOHN BOARD MEMBER 0.50
Director
$0 $0 $0
YEAKEL STEVE BOARD MEMBER 0.50
Director
$0 $0 $0
KELLEY CHRISTOPHER M EXECUTIVE DIRECTOR 40.00
Officer Director
$213,423 $53,412 $266,835
EARNHEART BYRON PROGRAMMING DIRECTOR 40.00
Director
$104,010 $0 $104,010
GORDON ASHLEY REGISTRAR 40.00
Director
$65,227 $6,636 $71,863
Note: Compensation data is self-reported by the organization on their Form 990. "Reportable Comp" includes salary, bonuses, and other reportable compensation from the organization and related organizations. "Other Comp" includes benefits, deferred compensation, and non-taxable benefits.

Historical Data

Year Revenue Expenses Assets Net Income
2025 No data No data No data No data
2024 $1,252,113 $1,267,013 $10,268,296 $-14,900
2023 $907,216 $1,174,234 $9,433,432 $-267,018
2022 $1,218,799 $1,111,570 $9,132,788 $107,229
2021 $1,379,213 $876,758 $10,818,483 $502,455
2020 $320,778 $664,690 $9,699,098 $-343,912
2019 $827,199 $1,036,514 $9,149,835 $-209,315
2018 $814,752 $869,024 $9,547,674 $-54,272
Explore More Nonprofits
→Top 100 Nonprofits in Tennessee →Largest U.S. Nonprofits →Best Rated Nonprofits →Most Efficient Nonprofits

Compare PAUL W BARRET JR SCHOOL OF BANKING with other nonprofits in Tennessee and across the country.

We Value Your Privacy
We use cookies and similar technologies to analyze site traffic and improve your experience. By clicking "Accept All", you consent to our use of cookies for analytics and measurement.