PAUL W BARRET JR SCHOOL OF BANKING (EIN 581382543) - Form 990 Financial Analysis & Trantor Score

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Financial Vulnerability Assessment (Tuckman-Chang)

4 risk indicators measuring financial stability and operational resilience

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Financial Trends

Organization Details

Formation Year

1976

Legal Domicile

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

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Trantor Score

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

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

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

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Financial Health Indicators

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

Financial Distress Indicator

Liquidity & Cash Position

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

Governance

Voting Members

Independent Members

Employees

Volunteers

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

$266,835

Total Directors

$442,958

Key Employees

Highest Compensated

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
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

PAUL W BARRET JR SCHOOL OF BANKING