Nonprofit · EIN 91-6034921
PACIFIC BANKERS MANAGEMENT INSTITUTE
Tax-exempt · BELLEVUE, WA 98005
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| December 31, 2025 | 990 | $5,445,975 | $4,452,441 | $993,534 | $9,359,618 | $2,109,033 | $7,250,585 |
| December 31, 2024 | 990 | $5,829,352 | $4,697,073 | $1,132,279 | $7,915,066 | $1,635,523 | $6,279,543 |
| December 31, 2023 | 990 | $5,501,244 | $4,390,321 | $1,110,923 | $6,709,898 | $1,642,882 | $5,067,016 |
Financial details: 990 for the year ended December 31, 2025
Revenue
- Contributions, gifts and grants
- $0
- Program service revenue
- $5,063,515
- Investment income
- $382,460
- Net gain from sales of assets
- $113,350
- Other revenue
- $0
Expenses
- Grants and similar amounts paid
- $0
- Compensation of officers, directors and key employees
- $641,125
- Other salaries and wages
- $537,199
- Salaries, compensation and benefits (total)
- $1,689,080
- Professional fundraising fees
- $0
- Legal fees
- $54,324
- Accounting fees
- $62,903
- Occupancy
- $63,729
- Depreciation
- $3,791
- Program services (functional)
- $3,956,883
- Management and general (functional)
- $495,558
Balance sheet and other
- Total assets, start of year
- $7,915,066
- Total assets, end of year
- $9,359,618
- Total liabilities, end of year
- $2,109,033
- Net assets, end of year
- $7,250,585
- Land, buildings and equipment
- $164,294
- Publicly traded securities
- $3,565,277
- Net assets without donor restrictions
- $7,250,585
- Gross receipts
- $9,950,711
- Employees
- 17
- Year formed
- 1970
- State of legal domicile
- WA
From the e-filed returns the IRS publishes as XML (latest three processing years; amended returns replace the original). PDF copies at the IRS.
Officers, directors and key employees
As listed on the 990 for the year ended December 31, 2025, highest compensation first.
| Name | Title | Hours / week | Compensation | Other / benefits |
|---|---|---|---|---|
| JOAN R REUKAUF | PRESIDENT & Trustee or director, Officer | 40 | $331,600 | $136,787 |
| JENENE SZUCH | SECRETARY & Trustee or director, Officer | 40 | $218,795 | $90,536 |
| GRETCHEN CLAFLIN | CEO Former | 40 | $250,000 | $54,499 |
| KATHRYN THOMPSON | VP MARKETING Highest-paid employee | 40 | $127,400 | $67,141 |
| TED B AUSTIN | BOARD MEMBER Trustee or director | 1 | $0 | $0 |
| BRENT BEARDALL | BOARD MEMBER Trustee or director | 1 | $0 | $0 |
| DAVID BRAGER | BOARD MEMBER Trustee or director | 1 | $0 | $0 |
| BENJAMIN F BROWNING | VICE CHAIRMA Trustee or director, Officer | 1 | $0 | $0 |
| DAVID CAMERON | BOARD MEMBER Trustee or director | 1 | $0 | $0 |
| RANDALL CHESLER | BOARD MEMBER Trustee or director | 1 | $0 | $0 |
| LEAH M DIRKS | BOARD MEMBER Trustee or director | 1 | $0 | $0 |
| DANIEL J DOYLE | BOARD MEMBER Trustee or director | 1 | $0 | $0 |
| ROGER FORMAN | BOARD MEMBER Trustee or director | 1 | $0 | $0 |
| CORY L GARDINER | BOARD MEMBER Trustee or director | 1 | $0 | $0 |
| JANET A GARUFIS | BOARD MEMBER Trustee or director | 1 | $0 | $0 |
19 more people on this return
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| KEVIN GOULD | BOARD MEMBER Trustee or director | 1 | $0 |
| MARK GRESCOVICH | BOARD MEMBER Trustee or director | 1 | $0 |
| CURTIS J HANSEN | PCBS BOARD C Trustee or director, Officer | 1 | $0 |
| ROBERT S HARRISON | BOARD MEMBER Trustee or director | 1 | $0 |
| MICHAEL HUSTON | BOARD MEMBER Trustee or director | 1 | $0 |
| JACK E HEATH III | CHAIRMAN Trustee or director, Officer | 1 | $0 |
| STANLEY R IVIE | BOARD MEMBER Trustee or director | 1 | $0 |
| JOHN V EVANS JR | BOARD MEMBER Trustee or director | 1 | $0 |
| PRIYANKA N KEENER | BOARD MEMBER Trustee or director | 1 | $0 |
| MARY A KNELL | BOARD MEMBER Trustee or director | 1 | $0 |
| LINDSAY A LAWRENCE | BOARD MEMBER Trustee or director | 1 | $0 |
| MARIA EUGENIA LEON | BOARD MEMBER Trustee or director | 1 | $0 |
| KATHY L LONOWSKI | BOARD MEMBER Trustee or director | 1 | $0 |
| BRYAN D MCDONALD | BOARD MEMBER Trustee or director | 1 | $0 |
| TORRAN B NIXON | BOARD MEMBER Trustee or director | 1 | $0 |
| GERROD A PARCHMON | BOARD MEMBER Trustee or director | 1 | $0 |
| STEVEN L POLITAKIS | BOARD MEMBER Trustee or director | 1 | $0 |
| TROY J SANDERSON | BOARD MEMBER Trustee or director | 1 | $0 |
| GREG A WARD | BOARD MEMBER Trustee or director | 1 | $0 |
990 for the year ended December 31, 2024: 36 people
| Name | Title | Hours / week | Compensation | Other / benefits |
|---|---|---|---|---|
| GRETCHEN CLAFLIN | CEO Trustee or director, Officer | 40 | $568,200 | $189,150 |
| JOAN R REUKAUF | PRESIDENT Trustee or director, Officer | 40 | $204,025 | $126,886 |
| JENENE SZUCH | SECRETARY & Key employee | 40 | $206,376 | $54,616 |
| KATHRYN THOMPSON | VP MARKETING Highest-paid employee | 40 | $128,284 | $49,478 |
| MUKHTAR ALI | BOARD MEMBER Trustee or director | 1 | $0 | $0 |
| TED B AUSTIN | BOARD MEMBER Trustee or director | 1 | $0 | $0 |
| BRENT BEARDALL | BOARD MEMBER Trustee or director | 1 | $0 | $0 |
| DAVID BRAGER | BOARD MEMBER Trustee or director | 1 | $0 | $0 |
| BENJAMIN F BROWNING | BOARD MEMBER Trustee or director | 1 | $0 | $0 |
| ELIZABETH E CADWALLADER | PCBS BOARD C Trustee or director, Officer | 1 | $0 | $0 |
| DAVID CAMERON | BOARD MEMBER Trustee or director | 1 | $0 | $0 |
| RANDALL CHESLER | BOARD MEMBER Trustee or director | 1 | $0 | $0 |
| JOAQUIN PLG COOK | BOARD MEMBER Trustee or director | 1 | $0 | $0 |
| JEFFREY J DEUEL | BOARD MEMBER Trustee or director | 1 | $0 | $0 |
| LEAH M DIRKS | BOARD MEMBER Trustee or director | 1 | $0 | $0 |
| DANIEL J DOYLE | BOARD MEMBER Trustee or director | 1 | $0 | $0 |
| CORY L GARDINER | BOARD MEMBER Trustee or director | 1 | $0 | $0 |
| JANET A GARUFIS | BOARD MEMBER Trustee or director | 1 | $0 | $0 |
| KEVIN GOULD | BOARD MEMBER Trustee or director | 1 | $0 | $0 |
| MARK GRESCOVICH | BOARD MEMBER Trustee or director | 1 | $0 | $0 |
| CURTIS HANSEN | VICE CHAIRMA Trustee or director, Officer | 1 | $0 | $0 |
| ROBERT S HARRISON | BOARD MEMBER Trustee or director | 1 | $0 | $0 |
| JACK E HEATH III | CHAIRMAN Trustee or director, Officer | 1 | $0 | $0 |
| STANLEY R IVIE | BOARD MEMBER Trustee or director | 1 | $0 | $0 |
| JOHN V EVANS JR | BOARD MEMBER Trustee or director | 1 | $0 | $0 |
| MARY A KNELL | BOARD MEMBER Trustee or director | 1 | $0 | $0 |
| LINDSAY A LAWRENCE | BOARD MEMBER Trustee or director | 1 | $0 | $0 |
| MARK K MASON | BOARD MEMBER Trustee or director | 1 | $0 | $0 |
| KATHY MOE-LONOWSKI | BOARD MEMBER Trustee or director | 1 | $0 | $0 |
| TORRAN B NIXON | BOARD MEMBER Trustee or director | 1 | $0 | $0 |
| PEGGY OHLHAVER | BOARD MEMBER Trustee or director | 1 | $0 | $0 |
| GERROD A PARCHMON | BOARD MEMBER Trustee or director | 1 | $0 | $0 |
| STEVEN L POLITAKIS | PCBS VICE CH Trustee or director, Officer | 1 | $0 | $0 |
| JOSEPH M SCHIERHORN | BOARD MEMBER Trustee or director | 1 | $0 | $0 |
| GLEN D SIMECEK | BOARD MEMBER Trustee or director | 1 | $0 | $0 |
| GREG WARD | BOARD MEMBER Trustee or director | 1 | $0 | $0 |
990 for the year ended December 31, 2023: 34 people
| Name | Title | Hours / week | Compensation | Other / benefits |
|---|---|---|---|---|
| GRETCHEN CLAFLIN | PRESIDENT & Trustee or director, Officer | 40 | $361,200 | $230,047 |
| JENENE SZUCH | SECRETARY & Trustee or director, Officer | 40 | $184,736 | $73,838 |
| KATHRYN THOMPSON | VP MARKETING Highest-paid employee | 40 | $126,809 | $61,010 |
| BRENT BEARDALL | BOARD MEMBER Trustee or director | 1 | $0 | $0 |
| DAVID BRAGER | BOARD MEMBER Trustee or director | 1 | $0 | $0 |
| BENJAMIN F BROWNING | BOARD MEMBER Trustee or director | 1 | $0 | $0 |
| ELIZABETH CADWALLADER | PCBS BOARD C Trustee or director, Officer | 1 | $0 | $0 |
| DAVID CAMERON | BOARD MEMBER Trustee or director | 1 | $0 | $0 |
| RANDALL CHESLER | BOARD MEMBER Trustee or director | 1 | $0 | $0 |
| JOAQUIN PLG COOK | BOARD MEMBER Trustee or director | 1 | $0 | $0 |
| JEFF DEUEL | BOARD MEMBER Trustee or director | 1 | $0 | $0 |
| LEAH DIRKS | BOARD MEMBER Trustee or director | 1 | $0 | $0 |
| CORY GARDINER | BOARD MEMBER Trustee or director | 1 | $0 | $0 |
| JANET GARUFIS | BOARD MEMBER Trustee or director | 1 | $0 | $0 |
| KEVIN GOULD | BOARD MEMBER Trustee or director | 1 | $0 | $0 |
| MARK GRESCOVICH | BOARD MEMBER Trustee or director | 1 | $0 | $0 |
| CURTIS HANSEN | VICE CHAIRMA Trustee or director, Officer | 1 | $0 | $0 |
| ROBERT HARRISON | BOARD MEMBER Trustee or director | 1 | $0 | $0 |
| JACK E HEATH III | CHAIRMAN Trustee or director, Officer | 1 | $0 | $0 |
| STAN IVIE | BOARD MEMBER Trustee or director | 1 | $0 | $0 |
| JOHN V EVANS JR | BOARD MEMBER Trustee or director | 1 | $0 | $0 |
| MARY KNELL | BOARD MEMBER Trustee or director | 1 | $0 | $0 |
| MARK MASON | BOARD MEMBER Trustee or director | 1 | $0 | $0 |
| KATHY MOE-LONOWSKI | BOARD MEMBER Trustee or director | 1 | $0 | $0 |
| TORRAN B NIXON | BOARD MEMBER Trustee or director | 1 | $0 | $0 |
| PEGGY OHLHAVER | BOARD MEMBER Trustee or director | 1 | $0 | $0 |
| GERROD A PARCHMON | BOARD MEMBER Trustee or director | 1 | $0 | $0 |
| STEVEN POLITAKIS | PCBS VICE CH Trustee or director, Officer | 1 | $0 | $0 |
| KEVIN RILEY | BOARD MEMBER Trustee or director | 1 | $0 | $0 |
| JOSEPH SCHIERHORN | BOARD MEMBER Trustee or director | 1 | $0 | $0 |
| GLEN SIMECEK | BOARD MEMBER Trustee or director | 1 | $0 | $0 |
| CLINT STEIN | BOARD MEMBER Trustee or director | 1 | $0 | $0 |
| KURT WALSDORF | BOARD MEMBER Trustee or director | 1 | $0 | $0 |
| GREG WARD | BOARD MEMBER Trustee or director | 1 | $0 | $0 |
Address and contacts
- Address (IRS master file)
- 11811 NE 1ST ST STE 306, BELLEVUE, WA 98005-3033
- Principal officer (990 for 2025)
- JOAN R REUKAUF, 2223 112TH AVE NE 200, BELLEVUE, WA 98004
- Signed the 990
- JOAN R REUKAUF, PRESIDENT & CEO
- Phone
- (425) 278-0250
- Website
- WWW.THEPBCS.ORG
- Return prepared by
- MINAR AND NORTHEY LLP
Mission
GRADUATE LEVEL EDUCATION FOR THE FINANCIAL SERVICES INDUSTRY.
Program accomplishments
- PACIFIC COAST BANKING SCHOOL HAD 689 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.Expenses $3,956,883 · revenue $5,063,515
What it must file and when
IRS records say it files Form 990 or 990-EZ. Based on its last return; a smaller organization may file the 990-N. Its accounting year ends in December, so each return is due on the 15th day of the 5th month after that.
| Tax year | Year ended | Due | IRS public records |
|---|---|---|---|
| 2025 | December 31, 2025 | May 15, 2026 | 990 on file |
| 2024 | December 31, 2024 | May 15, 2025 | 990 on file |
| 2023 | December 31, 2023 | May 15, 2024 | 990 on file |
IRS record
- EIN
- 91-6034921
- Tax-exempt status
- 501(c)(3): Charitable, religious, educational or scientific organization
- Foundation status
- School
- Donations deductible (Pub 78)
- Public charity, 50% deduction limit
- Exempt since
- 1970
- Accounting year ends
- December
- Files
- Form 990 or 990-EZ
- Assets (IRS master file)
- $9,359,618
- Income (IRS master file)
- $9,950,711
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990 | December 2025 | $5,445,975 | $4,452,441 | $9,359,618 | XML |
| 990 | December 2024 | $5,829,352 | $4,697,073 | $7,915,066 | XML |
| 990 | December 2023 | $5,501,244 | $4,390,321 | $6,709,898 | XML |
| 990 | December 2022 | $4,407,132 | $4,599,612 | $5,610,546 | IRS |
| 990 | December 2021 | – | – | – | IRS |
| 990 | December 2020 | – | – | – | IRS |
| 990 | December 2018 | – | – | – | IRS |
| 990 | December 2017 | – | – | – | IRS |
990-N: the IRS bulk file holds only the latest e-Postcard per organization; earlier years come from archived copies of that file since 2020 and can have gaps (the IRS e-Postcard search lists every one). 990, 990-EZ, 990-PF, 990-T: every e-filed return in the IRS e-file index since 2019; XML for the latest three processing years, amounts from the IRS Statistics of Income extracts before that. PDF copies and determination letters at the IRS (search EIN 91-6034921).
Questions about PACIFIC BANKERS MANAGEMENT INSTITUTE
- What is the EIN of PACIFIC BANKERS MANAGEMENT INSTITUTE?
- The employer identification number (EIN) of PACIFIC BANKERS MANAGEMENT INSTITUTE is 91-6034921.
- Is PACIFIC BANKERS MANAGEMENT INSTITUTE tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 1970.
- Are donations to PACIFIC BANKERS MANAGEMENT INSTITUTE tax-deductible?
- Yes. It is listed in IRS Publication 78 (Public charity, 50% deduction limit).
- Which annual return does PACIFIC BANKERS MANAGEMENT INSTITUTE file?
- Form 990 or 990-EZ. Based on its last return; a smaller organization may file the 990-N.
- When is the next return of PACIFIC BANKERS MANAGEMENT INSTITUTE due?
- The return for tax year 2026 (the year ending December 31, 2026) is due May 17, 2027. Form 8868 extends it by six months; the 990-N cannot be extended.
- When did PACIFIC BANKERS MANAGEMENT INSTITUTE last file with the IRS?
- The latest return in the IRS public files is the 990 for the year ended December 2025.
- Who is the principal officer of PACIFIC BANKERS MANAGEMENT INSTITUTE?
- The 990 for the year ended December 31, 2025 names JOAN R REUKAUF.
- Who are the officers and directors of PACIFIC BANKERS MANAGEMENT INSTITUTE?
- The 990 for the year ended December 31, 2025 lists 34 people; 4 received compensation from the organization, the highest $331,600 (JOAN R REUKAUF, PRESIDENT &).
- How much revenue does PACIFIC BANKERS MANAGEMENT INSTITUTE have?
- On its 990 for the year ended December 31, 2025 it reported revenue of $5,445,975, expenses of $4,452,441 and total assets of $9,359,618 at year end.
Other nonprofits in BELLEVUE
- OVERLAKE MEDICAL CENTER & CLINICS EIN 91-0652651 · last filed 990 for 2025
- PRESBYTERIAN RETIREMENT COMMUNITIES NORTHWEST EIN 91-0666887 · last filed 990 for 2025
- LIFECENTER NORTHWEST EIN 94-3253342 · last filed 990 for 2024
- SENIOR HOUSING ASSISTANCE GROUP EIN 94-3063455 · last filed 990 for 2025
- APEX FOUNDATION EIN 91-1950397 · last filed 990-PF for 2024
- COLLEGE SUCCESS FOUNDATION EIN 91-2036088 · last filed 990 for 2025
- GLOBAL HEALTH LABS INC EIN 85-1595660 · last filed 990 for 2024
- KINDERING CENTER EIN 91-0816827 · last filed 990 for 2024