Paul W Barret Jr School of Banking is a 501(c)(3) organization based in Memphis, Tennessee, registered in 1979, with $1,252,113 in FY2023 revenue. CharityIndex grades it B.
Revenue (FY2023)
$1.3M
▲ 38.0% vs prior year
Expenses (FY2023)
$1.3M
Net assets
$9.9M
Employees
—
Measures how much of every dollar spent actually reaches programs, plus what it costs to raise $100 of donations. The worse of the two measures sets the letter (85%+ to programs is an A; under $15 to raise $100 is an A), averaged over the three most recent filings. Not scored for Paul W Barret Jr School of Banking— this filing type doesn't report it, and the rating simply skips it (never counts it against the organization). See the exact thresholds →
Measures whether the organization is built to last: how many months its reserves would cover expenses (3+ months earns an A-range score, but hoarding 5+ years of budget is capped) and whether it runs a surplus or a deficit. For Paul W Barret Jr School of Banking: 93 mo reserves · -1% margin earns a B+ on this criterion. See the exact thresholds →
Checks how the organization is run, from its own Form 990: an independent board majority, a board of five or more, conflict-of-interest, whistleblower and document-retention policies, and independently audited financials. The share of disclosed checks that pass sets the letter. Not scored for Paul W Barret Jr School of Banking— this filing type doesn't report it, and the rating simply skips it (never counts it against the organization). See the exact thresholds →
Counts five disclosure signals: a recent filing, a mission statement, program descriptions, a listed website, and the full expense breakdown. More disclosure, better letter. For Paul W Barret Jr School of Banking: 2 of 5 disclosure signals earns a C on this criterion. See the exact thresholds →
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Revenue grew from $368K (FY2013) to $1.3M (FY2023) across 11 reported years.
Financial snapshot
Operating margin
-1.2%
Spent more than it raised in the latest fiscal year.
Total assets
$10.3M
Total liabilities
$403K
Net assets
$9.9M
| Fiscal year | Revenue | Expenses | Net assets | Total assets | Form |
|---|---|---|---|---|---|
| 2023 | $1,252,113▲38.0% | $1,267,013▲7.9% | $9,865,439▲8.4% | $10,268,296▲8.9% | 990 |
| 2022 | $907,216▼25.6% | $1,174,234▲5.6% | $9,097,245▲2.6% | $9,433,432▲3.3% | 990 |
| 2021 | $1,218,799▼11.6% | $1,111,570▲26.8% | $8,862,807▼16.1% | $9,132,788▼15.6% | 990 |
| 2020 | $1,379,213▲330% | $876,758▲31.9% | $10,566,391▲15.0% | $10,818,483▲11.5% | 990 |
| 2019 | $320,778▼61.2% | $664,690▼35.9% | $9,185,507▲2.5% | $9,699,098▲6.0% | 990 |
| 2018 | $827,199▲1.5% | $1,036,514▲19.3% | $8,959,017▼4.7% | $9,149,835▼4.2% | 990 |
| 2017 | $814,752▲20.2% | $869,024▲8.4% | $9,400,827▲0.7% | $9,547,674▲0.8% | 990 |
| 2016 | $677,796▲59.3% | $801,582▼10.0% | $9,330,876▲4.9% | $9,470,421▲4.7% | 990 |
| 2015 | $425,523▲10.3% | $891,094▲16.5% | $8,894,568▼2.2% | $9,045,206▼1.2% | 990 |
| 2014 | $385,769▲4.9% | $765,133▲6.7% | $9,099,014▼6.5% | $9,152,592▼6.4% | 990 |
| 2013 | $367,582 | $716,810▼8.0% | $9,727,004▲8.4% | $9,783,198▲8.5% | 990 |
| 2012 | — | $778,935▲18.6% | $8,976,508▲4.9% | $9,014,657▲5.0% | 990 |
| 2011 | — | $656,710▲3.3% | $8,559,112▲1.8% | $8,583,954▲1.9% | 990 |
| 2010 | — | $635,659▼2.3% | $8,404,600▲4.7% | $8,424,654▲4.8% | 990 |
| 2009 | — | $650,502 | $8,027,306 | $8,040,223 | 990 |
Original Form 990 PDFs (the Form column) are served by ProPublica Nonprofit Explorer, as filed with the IRS. Create a free account to download the CSV report.
9 grants to Paul W Barret Jr School of Banking totaling $3.5M, reported by foundations on their Schedule I filings.
| Grantmaker | Purpose | Year | Amount |
|---|---|---|---|
| Community Foundation of Greater Memphis Inc | General operational support | 2024 | $379,780 |
| Community Foundation of Greater Memphis Inc | General operational support | 2023 | $383,162 |
| Community Foundation of Greater Memphis Inc | General operational support | 2022 | $392,717 |
| Community Foundation of Greater Memphis Inc | General operational support | 2021 | $386,843 |
| Community Foundation of Greater Memphis Inc | General operational support | 2020 | $384,760 |
| Community Foundation of Greater Memphis Inc | General operational support | 2020 | $384,760 |
| Community Foundation of Greater Memphis Inc | General operational support | 2019 | $393,432 |
| Community Foundation of Greater Memphis Inc | General operational support | 2018 | $398,485 |
| Community Foundation of Greater Memphis Inc | Annual grant | 2015 | $388,071 |
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Data for Paul W Barret Jr School of Banking (EIN 58-1382543) comes from the IRS Business Master File and e-filed Form 990 returns, via CharityIndex. Figures reflect what the organization reported to the IRS for each fiscal year.