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Nonprofit · EIN 87-0237881

UTAH BANKERS ASSN

Tax-exempt · SALT LAKE CTY, UT 84111

Financials

$1.4M$1.4M2023$1.6M$1.5M2024
Revenue Expenses · by fiscal year end
Financials of UTAH BANKERS ASSN by year, from its e-filed returns
Year endedFormRevenueExpensesNet incomeTotal assetsLiabilitiesNet assets
July 31, 2025990$1,579,168$1,463,181$115,987$1,711,601$406,085$1,305,516
July 31, 2024990$1,379,873$1,447,773-$67,900$1,723,622$534,092$1,189,530
Financial details: 990 for the year ended July 31, 2025

Revenue

Contributions, gifts and grants
$1,187,500
Membership dues
$1,187,500
Program service revenue
$363,932
Investment income
$25,962
Other revenue
$1,774

Expenses

Grants and similar amounts paid
$0
Compensation of officers, directors and key employees
$653,252
Other salaries and wages
$183,146
Salaries, compensation and benefits (total)
$936,293
Professional fundraising fees
$0
Legal fees
$20,000
Accounting fees
$14,500
Occupancy
$93,680
Travel
$26,927
Depreciation
$13,364
Program services (functional)
$716,088
Management and general (functional)
$747,093

Balance sheet and other

Total assets, start of year
$1,723,622
Total assets, end of year
$1,711,601
Total liabilities, end of year
$406,085
Net assets, end of year
$1,305,516
Land, buildings and equipment
$45,115
Net assets without donor restrictions
$1,305,516
Gross receipts
$1,579,168
Employees
5
Volunteers
185
Year formed
1908
State of legal domicile
UT

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 July 31, 2025, highest compensation first.

NameTitleHours / weekCompensationOther / benefits
HOWARD HEADLEEPRESIDENT
Officer
40$390,282$30,500
REBECCA WILKESVICE PRESIDENT
Officer
40$155,720$24,000
SARA MATUTEVICE PRESIDENT
Officer
40$107,250$7,003
ANDREA MOSSCHAIRMAN
Trustee or director
0$0$0
BRUCE ASHCROFTVICE CHAIRMAN
Trustee or director
0$0$0
BRADY BAGLEY2ND VICE CHAIR
Trustee or director
0$0$0
PHIL BECKPAST CHAIR
Trustee or director
0$0$0
JAN BERGESONREGIONAL ADVISORY
Trustee or director
0$0$0
MATT BLOYECOMMUNITY ADVISORY
Trustee or director
0$0$0
TODD BORENBOARD MEMBER
Trustee or director
0$0$0
FRANK DESTRABOARD MEMBER
Trustee or director
0$0$0
KRISTEN DITTMERBOARD MEMBER
Trustee or director
0$0$0
LEW GOODWINBOARD MEMBER
Trustee or director
0$0$0
TERRY GRANTBOARD MEMBER
Trustee or director
0$0$0
KAY HALLBOARD MEMBER
Trustee or director
0$0$0
13 more people on this return
NameTitleHours / weekCompensation
BRANDEN HANSENBOARD MEMBER
Trustee or director
0$0
SHELLY HOLTBOARD MEMBER
Trustee or director
0$0
JOHN JONESBOARD MEMBER
Trustee or director
0$0
KEVIN KROHNBOARD MEMBER
Trustee or director
0$0
JASON LLOYDBOARD MEMBER
Trustee or director
0$0
KISTY MORRISBOARD MEMBER
Trustee or director
0$0
MARK PACKARDBOARD MEMBER
Trustee or director
0$0
TERRY GRANTBOARD MEMBER
Trustee or director
0$0
MORI PAULSENBOARD MEMBER
Trustee or director
0$0
ERIC SCHMUTZBOARD MEMBER
Trustee or director
0$0
DAVID STAHLBOARD MEMBER
Trustee or director
0$0
SPENCER WHITEBOARD MEMBER
Trustee or director
0$0
DREW YERGENSENBOARD MEMBER
Trustee or director
0$0
990 for the year ended July 31, 2024: 27 people
NameTitleHours / weekCompensationOther / benefits
HOWARD HEADLEEPRESIDENT
Officer
40$368,690$30,000
REBECCA WILKESVICE PRESIDENT
Officer
40$128,218$17,100
ANDREA MOSSCHAIRMAN
Trustee or director
0$0$0
BRUCE ASHCROFTVICE CHAIRMAN
Trustee or director
0$0$0
BRADY BAGLEY2ND VICE CHAIR
Trustee or director
0$0$0
PHIL BECKPAST CHAIR
Trustee or director
0$0$0
JAN BERGESONREGIONAL ADVISORY
Trustee or director
0$0$0
MATT BLOYECOMMUNITY ADVISORY
Trustee or director
0$0$0
TODD BORENBOARD MEMBER
Trustee or director
0$0$0
FRANK DESTRABOARD MEMBER
Trustee or director
0$0$0
KRISTEN DITTMERBOARD MEMBER
Trustee or director
0$0$0
LEW GOODWINBOARD MEMBER
Trustee or director
0$0$0
TERRY GRANTBOARD MEMBER
Trustee or director
0$0$0
KAY HALLBOARD MEMBER
Trustee or director
0$0$0
BRANDEN HANSENBOARD MEMBER
Trustee or director
0$0$0
SHELLY HOLTBOARD MEMBER
Trustee or director
0$0$0
JOHN JONESBOARD MEMBER
Trustee or director
0$0$0
KEVIN KROHNBOARD MEMBER
Trustee or director
0$0$0
JASON LLOYDBOARD MEMBER
Trustee or director
0$0$0
KISTY MORRISBOARD MEMBER
Trustee or director
0$0$0
MARK PACKARDBOARD MEMBER
Trustee or director
0$0$0
TERRY GRANTBOARD MEMBER
Trustee or director
0$0$0
MORI PAULSENBOARD MEMBER
Trustee or director
0$0$0
ERIC SCHMUTZBOARD MEMBER
Trustee or director
0$0$0
DAVID STAHLBOARD MEMBER
Trustee or director
0$0$0
SPENCER WHITEBOARD MEMBER
Trustee or director
0$0$0
DREW YERGENSENBOARD MEMBER
Trustee or director
0$0$0

Address and contacts

Address (IRS master file)
175 S MAIN ST STE 1400, SALT LAKE CTY, UT 84111-1937
Principal officer (990 for 2024)
HOWARD HEADLEE, 175 S MAIN ST, SALT LAKE CITY, UT 84111
Signed the 990
HOWARD HEADLEE, PRESIDENT
Phone
(801) 364-4303
Return prepared by
RICHARD P WESTON CPA PC

Mission

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.

990 for the year ended July 31, 2025

Program accomplishments

  • GOVERNMENT RELATIONS: THIS YEARS 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. PARTNERED WITH SPRING LABS TO OFFER A NEW AI CONFERENCE. PARTNERED WITH KBA TO OFFER A FRAUD ACADEMY. SET UP IRA WEBINAR.

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 July, so each return is due on the 15th day of the 5th month after that.

Tax yearYear endedDueIRS public records
2025July 31, 2026December 15, 2026Not due yet
2024July 31, 2025December 15, 2025990 on file
2023July 31, 2024December 16, 2024990 on file

IRS record

EIN
87-0237881
Tax-exempt status
501(c)(6): Business league or chamber of commerce
Donations deductible
No
Exempt since
1964
Accounting year ends
July
Files
Form 990 or 990-EZ
Assets (IRS master file)
$1,711,601
Income (IRS master file)
$1,579,168

Filing history

FormYear endedRevenueExpensesAssetsReturn
990July 2025$1,579,168$1,463,181$1,711,601XML
990July 2024$1,379,873$1,447,773$1,723,622XML
990July 2023$1,555,685$1,402,696$1,475,072IRS
990July 2022$1,248,185$1,274,607$1,589,571IRS
990July 2021–––IRS
990July 2020–––IRS
990July 2019–––IRS
990July 2018–––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 87-0237881).

Questions about UTAH BANKERS ASSN

What is the EIN of UTAH BANKERS ASSN?
The employer identification number (EIN) of UTAH BANKERS ASSN is 87-0237881.
Is UTAH BANKERS ASSN tax-exempt?
Yes. The IRS lists it as tax-exempt under section 501(c)(6) since 1964.
Are donations to UTAH BANKERS ASSN tax-deductible?
No. The IRS master file says contributions to it are not deductible.
Which annual return does UTAH BANKERS ASSN 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 UTAH BANKERS ASSN due?
The return for tax year 2025 (the year ending July 31, 2026) is due December 15, 2026. Form 8868 extends it by six months; the 990-N cannot be extended.
When did UTAH BANKERS ASSN last file with the IRS?
The latest return in the IRS public files is the 990 for the year ended July 2025.
Who is the principal officer of UTAH BANKERS ASSN?
The 990 for the year ended July 31, 2025 names HOWARD HEADLEE.
Who are the officers and directors of UTAH BANKERS ASSN?
The 990 for the year ended July 31, 2025 lists 28 people; 3 received compensation from the organization, the highest $390,282 (HOWARD HEADLEE, PRESIDENT).
How much revenue does UTAH BANKERS ASSN have?
On its 990 for the year ended July 31, 2025 it reported revenue of $1,579,168, expenses of $1,463,181 and total assets of $1,711,601 at year end.

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