2025-03-13T17:43:55-07:00 2024-07-31 421593198 RICHARD P WESTON CPA PC 2055 E 3900 S STE 100 SALT LAKE CITY UT 84124 990 2023-08-01 870237881 UTAH BANKERS ASSOCIATION UTAH 8013644303 175 S MAIN ST SALT LAKE CITY UT 84111 HOWARD HEADLEE PRESIDENT 8013644303 2024-12-16 true true RICHARD P WESTON CPA P00615599 8014664450 2025-03-13 2023 2025-03-06 01:10:19Z HOWARD HEADLEE 175 S MAIN ST SALT LAKE CITY UT 84111 1379873 false X www.uba.org X 1908 UT UTAH BANKERS ASSOCIATION IS A FINANCIAL SERVICES TRADE ASSOCIATION COMPRISED OF REGIONAL, COMMUNITY, AND INDUSTRIAL BANKS. THE MISSION: TO PROMOTE A FAVORABLE IMAGE AND UNDERSTANDING OF THE BANKING INDUSTRY AND MAINTAIN THE PUBLIC CONFIDENENCE IN THE STRENGTH AND SECURITY OF UTAHS FINL SERVICE INDUSTRY - PROTECT THE INDUSTRY AGAINST LEGISLATION WHICH COULD RESULT IN UNDUE DISADVANTAGE. 46 46 5 185 0 0 1100500 1133500 301648 218163 4 30898 153533 -2688 1555685 1379873 0 0 907945 912282 0 0 494751 535491 1402696 1447773 152989 -67900 1475072 1723622 217327 534092 1257745 1189530 UTAH BANKERS ASSOCIATION IS A FINANCIAL SERVICES TRADE ASSOCIATION COMPRISED OF REGIONAL, COMMUNITY, AND INDUSTRIAL BANKS. THE MISSION: TO PROMOTE A FAVORABLE IMAGE AND UNDERSTANDING OF THE BANKING INDUSTRY AND MAINTAIN THE PUBLIC CONFIDENENCE IN THE STRENGTH AND SECURITY OF UTAHS FINL SERVICE INDUSTRY - PROTECT THE INDUSTRY AGAINST LEGISLATION WHICH COULD RESULT IN UNDUE DISADVANTAGE. false false GOVERNMENT RELATIONS: THE 2022/2023 LEGISLATIVE SESSION WAS A VERY SUCCESSFUL SESSION. UTAH WAS FIRST STATE TO SUCCESSFULLY PROTECT BANKS FROM TRANSPORTATION NETWORK COMPANY RISKS. MONITORED OVER 5 PIECES OF LEGISLATION DURING SESSIONS. STRENGTHENED COMMUNICATIONS ON UTAH.BANK WEBSITE PROVIDING RESOURCES RELATIVE TO PANDEMIC. PLANNED AND EXECUTED OVER 10 ANNUAL CONFERENCES AND EVENTS. DESIGNED AND IMPLEMENTED A STAND-ALONE PLATFORM FOR USE IN SOCIETY. PUBLISHED 4 ISSUES OF UTAH BANKER MAGAZINE. ANNUAL MEMBER CONVENTION WAS A SUCESS IN NETWORKING AND EDUCATIONAL ACTIVITIES. EDUCATION: UBA CONTINUES TO EXPAND THE EXECUTIVE DEVELOPMENT PROGRAM. YEAR LONG PROGRAM PROVIDES INTENSIVE 12 MONTH ACTIVITIES OF EDUCATION ON A WIDE RANGE OF BANKING TOPICS. UBA HAS ENROLLMENT OF MANY STUDENTS FROM A WIDE RANGE OF BANKS. THE INITIAL REPORTS FROM THE STUDENTS AND BANKS WAS OUTSTANDING. EXECUTED BANKER DAY AT THE STATE LEGISLATURE. ORGANIZED AND HELD THE CREDIT ANALYST DEVELOPMENT FOR SEVERAL BANKERS. MONTHLY EMAIL FLIER SPOTLIGHT ON TRAINING - TRAINING COURSES AND WEBINARS. EXECUTED FOUR INTERACTIVE LEADERSHIP INSIGHTS AS VIRTUAL CONFERENCES FEATURING BANK CEOS, EACH AVERAGING AROUND 30 PARTICIPANTS. HOSTED WEBINARS ON EFFECTIVE CHANGE MANAGEMENT. false true false true false false false false false true false false false false false false false false false false false false false false false false false false true false false false false false false false false false false false false false false true 0 0 true 5 true false false false false true true false false X 46 46 false false false false true true true true false false false false true false false true true true true false HOWARD HEADLEE 8013644303 175 S MAIN ST 1420 SALT LAKE CITY UT 84111 HOWARD HEADLEE PRESIDENT 40.00 X 368690 0 30000 REBECCA WILKES VICE PRESIDENT 40.00 X 128218 0 17100 ANDREA MOSS CHAIRMAN 0.00 X 0 0 0 BRUCE ASHCROFT VICE CHAIRMAN 0.00 X 0 0 0 BRADY BAGLEY 2ND VICE CHAIR 0.00 X 0 0 0 PHIL BECK PAST CHAIR 0.00 X 0 0 0 JAN BERGESON REGIONAL ADVISORY 0.00 X 0 0 0 MATT BLOYE COMMUNITY ADVISORY 0.00 X 0 0 0 TODD BOREN BOARD MEMBER 0.00 X 0 0 0 FRANK DESTRA BOARD MEMBER 0.00 X 0 0 0 KRISTEN DITTMER BOARD MEMBER 0.00 X 0 0 0 LEW GOODWIN BOARD MEMBER 0.00 X 0 0 0 TERRY GRANT BOARD MEMBER 0.00 X 0 0 0 KAY HALL BOARD MEMBER 0.00 X 0 0 0 BRANDEN HANSEN BOARD MEMBER 0.00 X 0 0 0 SHELLY HOLT BOARD MEMBER 0.00 X 0 0 0 JOHN JONES BOARD MEMBER 0.00 X 0 0 0 KEVIN KROHN BOARD MEMBER 0.00 X 0 0 0 JASON LLOYD BOARD MEMBER 0.00 X 0 0 0 KISTY MORRIS BOARD MEMBER 0.00 X 0 0 0 MARK PACKARD BOARD MEMBER 0.00 X 0 0 0 TERRY GRANT BOARD MEMBER 0.00 X 0 0 0 MORI PAULSEN BOARD MEMBER 0.00 X 0 0 0 ERIC SCHMUTZ BOARD MEMBER 0.00 X 0 0 0 DAVID STAHL BOARD MEMBER 0.00 X 0 0 0 SPENCER WHITE BOARD MEMBER 0.00 X 0 0 0 DREW YERGENSEN BOARD MEMBER 0.00 X 0 0 0 496908 0 47100 2 true true false 1133500 1133500 CONVENTION/SEMINARS 561499 22357 0 22357 EDUCATION 611710 195806 0 0 218163 30898 0 0 ENDORSED PRODUCTS 541900 -2688 -2688 0 0 -2688 1379873 224016 0 22357 544008 272004 272004 0 290988 145494 145494 0 30627 15314 15313 0 46659 23329 23330 0 20000 20000 0 0 13940 0 13940 0 92829 92829 0 0 71677 43006 28671 0 74433 44660 29773 0 109286 0 109286 0 42316 0 42316 0 35415 21249 14166 0 25736 0 25736 0 49859 0 49859 0 1447773 677885 769888 0 1249220 1518685 106294 103931 35343 42527 293182 234703 84215 58479 1475072 1723622 6301 302490 211026 231602 217327 534092 X 1257745 1189530 1257745 1189530 1475072 1723622 -67900 X true false true false RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED false false true 1133500 112829 112829 204030 0 0 0 293182 234703 58479 58479 false false false HOWARD HEADLEE 368690 0 0 0 3000 0 30000 0 7250 0 408940 0 0 0 128218 0 0 0 0 0 17100 0 5352 0 150670 0 0 0 Pt VI, Line 11b FORM 990 IS REVIEWED BY ORGANIZATIONS PRESIDENT, VICE PRESIDENT AND OUTSIDE ACCOUNTANT. Pt VI, Line 6 ORGANIZATION IS COMPRISED OF MEMBERS. Pt VI, Line 7a MEMBERS HAVE POWER TO ELECT BOARD MEMBERS AND GOVERNING BODY. Pt VI, Line 7b DAY TO DAY OPERATIONS GOVERNED BY OFFICERS APPOINTED BY BOARD OF DIRECTORS. Pt VI, Line 8b MINUTES ARE DOCUMENTED FOR EACH COMMITTEE MEETING THROUGHOUT THE YEAR. Pt VI, Line 15a THE PRESIDENTS COMPENSATION IS DELIBERATED ON ANNUALLY BY THE BOARD MEMBERS. Pt VI, Line 15b THE VICE PRES COMPENSATION IS DELEBERATED ON ANNUALLY BY THE BOARD MEMBERS.