PACIFIC BANKERS MANAGEMENT INSTITUTE

EIN: 916034921 501(c)(3)

BELLEVUE, WA

Total Revenue
$5,445,975
Total Expenses
$4,452,441
Total Assets
$9,359,618
Net Assets
$7,250,585
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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
1970
Legal Domicile
WA
Principal Officer
JOAN R REUKAUF
Phone
4252780250
Tax Period
2025-01-01 to 2025-12-31

PACIFIC BANKERS MANAGEMENT INSTITUTE, founded in 1970, is a community nonprofit that reported $5.4M in total revenue in fiscal year 2025. Revenue decreased 7% compared to the prior year. The organization ran a surplus of $994K, a strong 18% operating margin.

Mission

GRADUATE LEVEL EDUCATION FOR THE FINANCIAL SERVICES INDUSTRY.

Program Service Accomplishments

Program 1
Expenses: $3,956,883 Revenue: $5,063,515

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...

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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.

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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%)

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Financial Overview (2025)

Revenue Breakdown

Contributions & Grants $0
Program Service Revenue $5,063,515
Investment Income $382,460
Other Revenue $0
TOTAL REVENUE $5,445,975

Expense Breakdown

Grants Paid $0
Salaries & Benefits $1,689,080
Fundraising Expenses $0
Program Expenses $3,956,883
Other Expenses $2,763,361
TOTAL EXPENSES $4,452,441

Year-over-Year Comparison

2025 2024 Change
Revenue $5,445,975 $5,829,352 -0.1%
Expenses $4,452,441 $4,697,073 -0.1%
Net Income $993,534 $1,132,279 -0.1%
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

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Governance

Voting Members
32
Independent Members
30
Employees
17
Volunteers
N/A

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
$777,718
Total Directors
32
$777,718
Key Employees
0
$0
Highest Compensated
1
reported
Name Title Hours/Week Role Reportable Comp Other Comp Total
JOAN R REUKAUF PRESIDENT & 40.00
Officer Director
$331,600 $136,787 $468,387
JENENE SZUCH SECRETARY & 40.00
Officer Director
$218,795 $90,536 $309,331
GRETCHEN CLAFLIN CEO 40.00
$250,000 $54,499 $304,499
KATHRYN THOMPSON VP MARKETING 40.00
Highest
$127,400 $67,141 $194,541
TED B AUSTIN BOARD MEMBER 1.00
Director
$0 $0 $0
BRENT BEARDALL BOARD MEMBER 1.00
Director
$0 $0 $0
DAVID BRAGER BOARD MEMBER 1.00
Director
$0 $0 $0
BENJAMIN F BROWNING VICE CHAIRMA 1.00
Officer Director
$0 $0 $0
DAVID CAMERON BOARD MEMBER 1.00
Director
$0 $0 $0
RANDALL CHESLER BOARD MEMBER 1.00
Director
$0 $0 $0
LEAH M DIRKS BOARD MEMBER 1.00
Director
$0 $0 $0
DANIEL J DOYLE BOARD MEMBER 1.00
Director
$0 $0 $0
ROGER FORMAN BOARD MEMBER 1.00
Director
$0 $0 $0
CORY L GARDINER BOARD MEMBER 1.00
Director
$0 $0 $0
JANET A GARUFIS BOARD MEMBER 1.00
Director
$0 $0 $0
KEVIN GOULD BOARD MEMBER 1.00
Director
$0 $0 $0
MARK GRESCOVICH BOARD MEMBER 1.00
Director
$0 $0 $0
CURTIS J HANSEN PCBS BOARD C 1.00
Officer Director
$0 $0 $0
ROBERT S HARRISON BOARD MEMBER 1.00
Director
$0 $0 $0
MICHAEL HUSTON BOARD MEMBER 1.00
Director
$0 $0 $0
JACK E HEATH III CHAIRMAN 1.00
Officer Director
$0 $0 $0
STANLEY R IVIE BOARD MEMBER 1.00
Director
$0 $0 $0
JOHN V EVANS JR BOARD MEMBER 1.00
Director
$0 $0 $0
PRIYANKA N KEENER BOARD MEMBER 1.00
Director
$0 $0 $0
MARY A KNELL BOARD MEMBER 1.00
Director
$0 $0 $0
LINDSAY A LAWRENCE BOARD MEMBER 1.00
Director
$0 $0 $0
MARIA EUGENIA LEON BOARD MEMBER 1.00
Director
$0 $0 $0
KATHY L LONOWSKI BOARD MEMBER 1.00
Director
$0 $0 $0
BRYAN D MCDONALD BOARD MEMBER 1.00
Director
$0 $0 $0
TORRAN B NIXON BOARD MEMBER 1.00
Director
$0 $0 $0
GERROD A PARCHMON BOARD MEMBER 1.00
Director
$0 $0 $0
STEVEN L POLITAKIS BOARD MEMBER 1.00
Director
$0 $0 $0
TROY J SANDERSON BOARD MEMBER 1.00
Director
$0 $0 $0
GREG A WARD BOARD MEMBER 1.00
Director
$0 $0 $0
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 $5,445,975 $4,452,441 $9,359,618 $993,534
2024 $5,829,352 $4,697,073 $7,915,066 $1,132,279
2023 $5,501,244 $4,390,321 $6,709,898 $1,110,923
2022 $4,407,132 $4,599,612 $5,610,546 $-192,480
2021 $2,660,191 $2,200,937 $5,913,487 $459,254
2020 $640,618 $1,836,943 $6,613,388 $-1,196,325
2019 $4,309,918 $3,894,516 $5,984,784 $415,402
2018 $3,928,861 $3,730,128 $5,721,237 $198,733
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