PACIFIC BANKERS MANAGEMENT INSTITUTE Charity Report

Public IRS 990 nonprofit record

PACIFIC BANKERS MANAGEMENT INSTITUTE

EIN 91-6034921 · Education (B)

What they do

GRADUATE LEVEL EDUCATION for THE FINANCIAL SERVICES INDUSTRY.

Before you give

Should I give to this charity?

Easy charity check

Look at where the money went

Of every $100 spent, about $88.90 was reported for mission work. Use the spending picture below and ask what results that work produced.

Plain answer: A tax form cannot prove that a charity is doing good. It can show how the charity says it spent its money—and point out questions you should ask.

Basic facts we verified

IRS warning checkNo IRS revocation warning appears in this data.

Money report from 2025The charity has a recent tax report to read.

They explain their jobThe charity tells us what it is trying to do.

They name their leaders34 people are listed in the latest report.

You can reach themThey list contact information, so you can ask questions.

Money made simple

72.66%of revenue went to mission work88.9% of expenses · Program services

$81.76spent for every $100 of revenueRevenue covered expenses this year.

9.10%of revenue went to management and office costs11.1% of expenses

$2.10in assets for every $1 spent this yearSome assets cannot be spent right away.

Ask these three easy questions

Who did you help? Ask for a recent story or report that shows real results.
What will my money do? Ask exactly what your gift will pay for.
Is this really the charity? Give only through its official website or confirmed phone number.

Pay context: The highest compensation shown in this filing is $468,387 for JOAN R REUKAUF (PRESIDENT &). Compare pay with organizations of similar size and complexity.

Bottom line: Do not decide from a name, mission statement, or tax status alone. Look at where the money went, then ask what changed, who was helped, and what your gift will do. YouCanGiveBack does not endorse or grade organizations.

Money

Financial picture

Tax year 2025

A plain-language look at the latest Form 990 figures available. These numbers help you ask better questions; they do not, by themselves, rate whether a charity is good or bad.

$100revenue

How each $100 of revenue was used

The large number compares each expense with revenue. The smaller number shows its share of total expenses.

Total reported revenue$5,445,975

Mission workProgram services$3,956,88372.66% of revenue88.9% of expenses

ManagementOffice and general costs$495,5589.10% of revenue11.1% of expenses

FundraisingAsking for donations0.00% of revenue0.0% of expenses

Revenue left after expensesReported annual surplus$993,53418.24% of revenueShown in gray on the chart

Total expenses$4,452,44181.76% of revenue

Gray means reported revenue left after expenses for this filing year. It does not necessarily mean cash sitting in a bank account.

Has the pattern changed?

Colored bars = expense mix: how each year’s expenses were divided. Total expenses vs. revenue shows whether the charity spent less or more than it received. The current filing is first.

YearExpense mixDetails

2025CurrentExpense mix: 88.9% mission · 11.1% management · 0.0% fundraisingTotal expenses: 81.76% of revenue

2024Expense mix: 90.3% mission · 9.7% management · 0.0% fundraisingTotal expenses: 80.58% of revenue

2023Expense mix: 89.6% mission · 10.4% management · 0.0% fundraisingTotal expenses: 79.81% of revenue

2022Expense mix: 92.9% mission · 7.1% management · 0.0% fundraisingTotal expenses: 104.37% of revenue

2021Expense mix: 88.5% mission · 11.5% management · 0.0% fundraisingTotal expenses: 82.74% of revenue

2020Expense mix: 88.9% mission · 11.1% management · 0.0% fundraisingTotal expenses: 286.75% of revenue

2019Expense mix: 92.6% mission · 7.4% management · 0.0% fundraisingTotal expenses: 90.36% of revenue

2018Expense mix: 92.6% mission · 7.4% management · 0.0% fundraisingTotal expenses: 94.94% of revenue

Money in and money out

Revenue$5,445,975

Expenses$4,452,441

Annual surplus $993,534 Revenue was higher than expenses for this filing year.

Reported spending amounts

Mission work means the Form 990 category called program services. These are reported accounting categories—not an independent measurement of results.

Mission work (program services)$3,956,883 · 88.9% of expenses

Management and office costs$495,558 · 11.1% of expenses

See all reported dollar amounts

Revenue$5,445,975

Expenses$4,452,441

Assets$9,359,618

Income$9,950,711

Mission work (program services)$3,956,883

Management and general$495,558

Stocks and bonds$3,565,277

Accounting fees$62,903

People

Leadership and board

Tax year 2025

Names, titles, time, and compensation below are reported by the organization on its Form 990.

People reported as paid

Person and titleCompensation

JOAN R REUKAUFPRESIDENT & · 40 hrs/week $468,387Base $331,600 · Other $136,787

JENENE SZUCHSECRETARY & · 40 hrs/week $309,331Base $218,795 · Other $90,536

GRETCHEN CLAFLINCEO · 40 hrs/week $304,499Base $250,000 · Other $54,499

KATHRYN THOMPSONVP MARKETING · 40 hrs/week $194,541Base $127,400 · Other $67,141

Compensation alone does not tell whether pay is reasonable. Consider the charity’s size, work, location, and results.

See everyone listed on the board or leadership roster (34)

JOAN R REUKAUFPRESIDENT &

JENENE SZUCHSECRETARY &

GRETCHEN CLAFLINCEO

KATHRYN THOMPSONVP MARKETING

PRIYANKA N KEENERBOARD MEMBER

LINDSAY A LAWRENCEBOARD MEMBER

MARIA EUGENIA LEONBOARD MEMBER

MARK GRESCOVICHBOARD MEMBER

MARY A KNELLBOARD MEMBER

MICHAEL HUSTONBOARD MEMBER

KATHY L LONOWSKIBOARD MEMBER

RANDALL CHESLERBOARD MEMBER

ROBERT S HARRISONBOARD MEMBER

ROGER FORMANBOARD MEMBER

STANLEY R IVIEBOARD MEMBER

STEVEN L POLITAKISBOARD MEMBER

TED B AUSTINBOARD MEMBER

TORRAN B NIXONBOARD MEMBER

TROY J SANDERSONBOARD MEMBER

LEAH M DIRKSBOARD MEMBER

KEVIN GOULDBOARD MEMBER

BENJAMIN F BROWNINGVICE CHAIRMA

JOHN V EVANS JRBOARD MEMBER

JANET A GARUFISBOARD MEMBER

JACK E HEATH IIICHAIRMAN

GREG A WARDBOARD MEMBER

GERROD A PARCHMONBOARD MEMBER

DAVID CAMERONBOARD MEMBER

DAVID BRAGERBOARD MEMBER

DANIEL J DOYLEBOARD MEMBER

CURTIS J HANSENPCBS BOARD C

CORY L GARDINERBOARD MEMBER

BRYAN D MCDONALDBOARD MEMBER

BRENT BEARDALLBOARD MEMBER

About this charity

Recognized since: January 1970
Location: 11811 NE 1ST ST STE 306, BELLEVUE, WA 98005-3033
County: King
In care of: JOAN R REUKAUF
Primary officer: JOAN R REUKAUF, PRESIDENT & CEO

How to reach them

WebsiteVisit the charity’s website Phone(425) 278-0250

Filing and classification

Latest tax year: 2025
Tax period began: January 1, 2025
Return type: 990
Tax preparer: MINAR AND NORTHEY LLP
NTEE classification: Education (B)
IRS tax category: Education