2024-10-11T13:19:53-04:00 2023-12-31 910541908 MINAR AND NORTHEY LLP PO BOX 9845 SEATTLE WA 98109 990 2023-01-01 916034921 PACIFIC BANKERS MANAGEMENT INSTITUTE PACI 4252780250 2223 112TH AVENUE NE 200 BELLEVUE WA 98004 GRETCHEN CLAFLIN PRESIDENT & CEO 4252780250 2024-10-11 true true SHANNON KNIPP P00738089 2062822666 2024-10-11 2023 2024-10-15 13:58:12Z GRETCHEN CLAFLIN 2223 112TH AVENUE NE STE 200 BELLEVUE WA 98004 5501244 false X WWW.THEPBCS.ORG X 1970 WA GRADUATE LEVEL EDUCATION FOR THE FINANCIAL SERVICES INDUSTRY. 32 31 13 0 90774 4377870 5218575 29262 191895 0 4407132 5501244 0 0 1297349 1489549 0 0 3302263 2900772 4599612 4390321 -192480 1110923 5610546 6709898 1677650 1642882 3932896 5067016 GRADUATE LEVEL EDUCATION FOR THE FINANCIAL SERVICES INDUSTRY. false false 3932519 5218575 PACIFIC COAST BANKING SCHOOL HAD 750 PARTICIPANTS WHO ATTENDED TWO-WEEK RESIDENT SESSIONS FOR THREE CONSECUTIVE SUMMERS AND COMPLETED RESEARCH ASSIGNMENTS BETWEEN SESSIONS. PARTICIPANTS WERE SENIOR LEVEL OFFICERS AND EMPLOYEES FROM THE FINANCIAL SERVICES INDUSTRY. 3932519 true false false false false false false false false false true false false false true false true false true false false false false false false false false false false true false false false false false false false false false false false false true true false false false true 93 0 true 13 true false false false false false false false false X 32 31 false false false false false false false true true false false false false false false true true false X GRETCHEN CLAFIN 4252780250 2223 112TH AVENUE NE SUITE 200 BELLEVUE WA 98004 GRETCHEN CLAFLIN PRESIDENT & 40.00 X X 361200 0 230047 JENENE SZUCH SECRETARY & 40.00 X X 184736 0 73838 KATHRYN THOMPSON VP MARKETING 40.00 X 126809 0 61010 BRENT BEARDALL BOARD MEMBER 1.00 X 0 0 0 DAVID BRAGER BOARD MEMBER 1.00 X 0 0 0 BENJAMIN F BROWNING BOARD MEMBER 1.00 X 0 0 0 ELIZABETH CADWALLADER PCBS BOARD C 1.00 X X 0 0 0 DAVID CAMERON BOARD MEMBER 1.00 X 0 0 0 RANDALL CHESLER BOARD MEMBER 1.00 X 0 0 0 JOAQUIN PLG COOK BOARD MEMBER 1.00 X 0 0 0 JEFF DEUEL BOARD MEMBER 1.00 X 0 0 0 LEAH DIRKS BOARD MEMBER 1.00 X 0 0 0 CORY GARDINER BOARD MEMBER 1.00 X 0 0 0 JANET GARUFIS BOARD MEMBER 1.00 X 0 0 0 KEVIN GOULD BOARD MEMBER 1.00 X 0 0 0 MARK GRESCOVICH BOARD MEMBER 1.00 X 0 0 0 CURTIS HANSEN VICE CHAIRMA 1.00 X X 0 0 0 ROBERT HARRISON BOARD MEMBER 1.00 X 0 0 0 JACK E HEATH III CHAIRMAN 1.00 X X 0 0 0 STAN IVIE BOARD MEMBER 1.00 X 0 0 0 JOHN V EVANS JR BOARD MEMBER 1.00 X 0 0 0 MARY KNELL BOARD MEMBER 1.00 X 0 0 0 MARK MASON BOARD MEMBER 1.00 X 0 0 0 KATHY MOE-LONOWSKI BOARD MEMBER 1.00 X 0 0 0 TORRAN B NIXON BOARD MEMBER 1.00 X 0 0 0 PEGGY OHLHAVER BOARD MEMBER 1.00 X 0 0 0 GERROD A PARCHMON BOARD MEMBER 1.00 X 0 0 0 STEVEN POLITAKIS PCBS VICE CH 1.00 X X 0 0 0 KEVIN RILEY BOARD MEMBER 1.00 X 0 0 0 JOSEPH SCHIERHORN BOARD MEMBER 1.00 X 0 0 0 GLEN SIMECEK BOARD MEMBER 1.00 X 0 0 0 CLINT STEIN BOARD MEMBER 1.00 X 0 0 0 KURT WALSDORF BOARD MEMBER 1.00 X 0 0 0 GREG WARD BOARD MEMBER 1.00 X 0 0 0 672745 364895 3 false true false 90774 90774 TUITION 611600 4811175 4811175 REGISTRATION FEES 611600 262850 262850 OTHER FEES 611600 74785 74785 WEB CLASSES & SEMINARS 611600 67540 67540 SWAG SALES 611600 2225 2225 5218575 191895 191895 5501244 5218575 191895 X 849822 602285 247537 519199 487085 32114 8746 7140 1606 44709 37417 7292 67073 53337 13736 7438 7438 41773 41773 98962 79170 19792 129100 129100 6211 4969 1242 36249 28999 7250 70132 56106 14026 511 409 102 7499 5999 1500 SESSION ROOM AND BOARD 1249924 1249924 FACULTY, SPEAKERS & OTHER 349456 349456 DONATIONS 271125 271125 EXTENSION PROGRAM 155179 155179 477213 407381 69832 4390321 3932519 457802 0 345723 218712 2244387 3142726 64949 121814 84237 62679 202185 185606 16579 2679437 3022675 191813 124713 5610546 6709898 1490537 1522869 187113 120013 1677650 1642882 X 3932896 5067016 3932896 5067016 5610546 6709898 1110923 23197 X false true X false X 6334 6334 195851 179272 16579 16579 LEASE LIABILITIES 120013 120013 5501244 5501244 5501244 4390321 4390321 4390321 true true false false false true false false false false false false false false false false false true SCHEDULE E, LINE 3 THE INSTITUTE'S PROGRAMS ARE EXCLUSIVELY OFFERED TO THE FINANCIAL SERVICES INDUSTRY AND NOT TO THE GENERAL PUBLIC. THE INSTITUTE'S BROCHURES AND APPLICATIONS FOR ADMISSION INCLUDE A STATEMENT OF ITS NONDISCIRMINATORY POLICY. SCHEDULE E, LINE 4 THE INSTITUTE DOES NOT SOLICIT OR RECEIVE CONTRIBUTIONS. false true false false false false false false false GRETCHEN CLAFLIN PRESIDENT & CEO 225000 133000 3200 217014 13033 591247 133000 JENENE SZUCH SECRETARY & COO 141641 41000 2095 59445 14393 258574 33000 KATHRYN THOMPSON VP MARKETING 98664 26000 2145 31260 29750 187819 SCHEDULE J, PAGE 1, PART I, LINE 4 GRETCHEN CLAFLIN 0 57,299 0 FORM 990, PAGE 6, PART VI, LINE 11B FORM 990 IS REVIEWED BY EXECUTIVE DIRECTOR AND CHIEF OPERATING OFFICER. FORM 990, PAGE 6, PART VI, LINE 15A PROCESS IS OVERSEEN BY THE BOARD OF DIRECTORS. FORM 990, PAGE 6, PART VI, LINE 15B PROCESS IS OVERSEEN BY THE BOARD OF DIRECTORS. FORM 990, PAGE 6, PART VI, LINE 19 AVAILABLE UPON REQUEST AND ON GUIDESTAR.ORG. FORM 990, PART IX, LINE 24E PROGRAM MATERIAL & SUPPLY 76,151 0 0 OTHER PROGRAM COSTS 69,692 0 0 BANKSIM PROGRAM 65,649 0 0 BOARD EXPENSES 0 57,910 0 LEADSIM PROGRAM 53,573 0 0 STUDENT ACTIVITIES 34,879 0 0 VIP OUTREACH PROGRAM 31,237 0 0 BANK CHARGES 22,988 5,747 0 ALUMNI EXPENSE 17,471 0 0 TELEPHONE & INTERNET 10,738 2,684 0 LEADERSHIP SPEAKERS SERIE 11,039 0 0 STAFF MEETINGS & EXPENSES 5,842 1,460 0 DUES & SUBSCRIPTIONS 5,227 1,307 0 OTHER ADMINISTRATIVE EXP 2,142 536 0 REPAIRS & MAINTENANCE 485 121 0 TAXES AND LICENSES 268 67 0 TOTAL 407,381 69,832 0 PACIFIC COAST BANKING SCHOOL LLC 2223 112TH AVE NE STE 200 BELLEVUE WA 98004 274190464 MANAGMENT WA 5501244 6709898 PBM INST UNIVERSITY OF WASHINGTON 4518 UNIVERSITY WAY SEATTLE WA 98105 911486484 EDUCATION WA 501C3 2 NA false false true false false false false false false false false false false false false false false false false false UNIVERSITY OF WASHINGTON-CONTRIBUTE B 271125 CASH PAID SCHEDULE R THE PACIFIC BANKERS MANAGEMENT INSTITUTE WAS INCORPORATED IN 1970 AND HAS BEEN IN EXISTENCE SINCE 1938. THE INSTITUTE IS AN EDUCATIONAL ORGANIZATION CO-SPONSORED BY THE UNIVERSITY OF WASHINGTON SCHOOL OF BUSINESS ADMINISTRATION, WHICH CONDUCTS COURSES FOR OFFICERS OF FINANCIAL SERVICES ORGANIZATIONS. THE PACIFIC COAST BANKING SCHOOL (PCBS) IS CONDUCTED ANNUALLY ON THE UNIVERSITY OF WASHINGTON CAMPUS AND IS DESIGNED TO HELP PARTICIPANTS PREPARE FOR SENIOR MANAGEMENT POSITIONS. THE ADMINISTRATIVE OFFICES ARE LOCATED IN BELLEVUE, WASHINGTON.