UTAH BANKERS ASSOCIATION Charity Report

Public IRS 990 nonprofit record

UTAH BANKERS ASSOCIATION

EIN 87-0237881 · Arts, Culture & Humanities (A)

What they do

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.

Before you give

Should I give to this charity?

Easy charity check

Look at where the money went

Of every $100 spent, about $0.00 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 2024The charity has a recent tax report to read.

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

They name their leaders27 people are listed in the latest report.

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

Money made simple

$92.66spent for every $100 of revenueRevenue covered expenses this year.

47.31%of revenue went to management and office costs51.1% of expenses

$1.17in assets for every $1 spent this yearSome assets cannot be spent right away.

75.2%of its money came from giftsOther money may come from services or investments.

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 $420,782 for HOWARD HEADLEE (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 2024

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$1,579,168

Mission workProgram services0.00% of revenue0.0% of expenses

ManagementOffice and general costs$747,09347.31% of revenue51.1% of expenses

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

Revenue left after expensesReported annual surplus$115,9877.34% of revenueShown in gray on the chart

Total expenses$1,463,18192.66% 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

2024CurrentExpense mix: 0.0% mission · 51.1% management · 0.0% fundraisingTotal expenses: 92.66% of revenue

2023Expense mix: 0.0% mission · 53.2% management · 0.0% fundraisingTotal expenses: 104.92% of revenue

2022Expense mix: 0.0% mission · 52.4% management · 0.0% fundraisingTotal expenses: 90.17% of revenue

2021Expense mix: 0.0% mission · 51.9% management · 0.0% fundraisingTotal expenses: 102.12% of revenue

2020Expense mix: 0.0% mission · 52.2% management · 0.0% fundraisingTotal expenses: 79.04% of revenue

2019Expense mix: 0.0% mission · 53.7% management · 0.0% fundraisingTotal expenses: 101.34% of revenue

2018Expense mix: 0.0% mission · 53.2% management · 0.0% fundraisingTotal expenses: 95.84% of revenue

2017Expense mix: 47.8% mission · 52.2% management · 0.0% fundraisingTotal expenses: 98.46% of revenue

Money in and money out

Revenue$1,579,168

Expenses$1,463,181

Annual surplus $115,987 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.

Management and office costs$747,093 · 51.1% of expenses

See all reported dollar amounts

Revenue$1,579,168

Expenses$1,463,181

Assets$1,711,601

Income$1,579,168

Contributions$1,187,500

Management and general$747,093

Accounting fees$14,500

People

Leadership and board

Tax year 2024

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

People reported as paid

Person and titleCompensation

HOWARD HEADLEEPRESIDENT · 40 hrs/week $420,782Base $390,282 · Other $30,500

REBECCA WILKESVICE PRESIDENT · 40 hrs/week $179,720Base $155,720 · Other $24,000

SARA MATUTEVICE PRESIDENT · 40 hrs/week $114,253Base $107,250 · Other $7,003

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 (27)

HOWARD HEADLEEPRESIDENT

REBECCA WILKESVICE PRESIDENT

SARA MATUTEVICE PRESIDENT

KEVIN KROHNBOARD MEMBER

TODD BORENBOARD MEMBER

TERRY GRANTBOARD MEMBER

SPENCER WHITEBOARD MEMBER

SHELLY HOLTBOARD MEMBER

PHIL BECKPAST CHAIR

MORI PAULSENBOARD MEMBER

MATT BLOYECOMMUNITY ADVISORY

MARK PACKARDBOARD MEMBER

LEW GOODWINBOARD MEMBER

KRISTEN DITTMERBOARD MEMBER

KISTY MORRISBOARD MEMBER

ANDREA MOSSCHAIRMAN

KAY HALLBOARD MEMBER

JOHN JONESBOARD MEMBER

JASON LLOYDBOARD MEMBER

JAN BERGESONREGIONAL ADVISORY

FRANK DESTRABOARD MEMBER

ERIC SCHMUTZBOARD MEMBER

DREW YERGENSENBOARD MEMBER

DAVID STAHLBOARD MEMBER

BRUCE ASHCROFTVICE CHAIRMAN

BRANDEN HANSENBOARD MEMBER

BRADY BAGLEY2ND VICE CHAIR

About this charity

Recognized since: January 1964
Location: 175 S MAIN ST STE 1400, SALT LAKE CTY, UT 84111-1937
County: Salt Lake
In care of: HOWARD HEADLEE
Primary officer: HOWARD HEADLEE, PRESIDENT

How to reach them

WebsiteVisit the charity’s website Phone(801) 364-4303

Filing and classification

Latest tax year: 2024
Tax period began: August 1, 2024
Return type: 990
Tax preparer: RICHARD P WESTON CPA PC
NTEE classification: Arts, Culture & Humanities (A)
IRS tax category: Arts, Culture & Humanities