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SOCIETY OF BANK EXECUTIVES

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Public IRS 990 nonprofit record

SOCIETY OF BANK EXECUTIVES

EIN 88-1492297

What they do

THE SOCIETY of BANK EXECUTIVES PROVIDES SENIOR BANK EXECUTIVES WITH OPPORTUNITIES to ENHANCE CRITICAL LEADERSHIP COMPETENCIES and BUILD A VIBRANT NETWORK of PEERS SO THEY CAN THRIVE IN THE UNIQUE and RAPIDLY CHANGING BANKING INDUSTRY.

Before you give

Should I give to this charity?

Easy charity check
The spending raises an important question

Of every $100 spent, about $22.60 was reported for mission work and $0.00 for fundraising. Understand this before you give.

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 2022The report may be old. Ask for a newer one.

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

They name their leaders14 people are listed in the latest report.

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

Money made simple

22.66%of revenue went to mission work22.6% of expenses · Program services
$100.18spent for every $100 of revenueSpending was higher than revenue this year.
$0.50in assets for every $1 spent this yearSome assets cannot be spent right away.

Ask these three easy questions

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

Worth asking: Expenses exceeded revenue by $230 this year. Ask whether that was planned or caused by a one-time event.

Pay context: The highest compensation shown in this filing is $10,000 for CARLA BUSH (BOARD MEMBER). 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 2022

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.

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$124,698
Mission workProgram services$28,25122.66% of revenue22.6% of expenses
ManagementOffice and general costs0.00% of revenue0.0% of expenses
FundraisingAsking for donations0.00% of revenue0.0% of expenses
Total expenses$124,928100.18% of revenue

Expenses were greater than revenue, so the colored ring fills the available $100 and the total above 100% is shown below.

Pause before giving. This filing reports that 0.0% of spending went to fundraising and 22.6% went to mission work. Ask the charity to explain these numbers and show recent results.

Money in and money out

Revenue$124,698
Expenses$124,928
Annual shortfall $230 Expenses were higher than revenue 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)$28,251 · 22.6% of expenses
See all reported dollar amounts
Revenue$124,698
Expenses$124,928
Assets$62,270
Mission work (program services)$28,251
People

Leadership and board

Tax year 2022

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

People reported as paid

Person and titleCompensation
CARLA BUSHBOARD MEMBER · 5 hrs/week $10,000
DEBRA STAMPERBOARD MEMBER · 3 hrs/week $7,500
MICHELLE CRUMEBOARD MEMBER · 3 hrs/week $7,500
ROSE OSWALD POELSBOARD MEMBER · 3 hrs/week $7,500
TANYA DUNCANBOARD MEMBER · 3 hrs/week $7,500
GLEN SIMECEKBOARD MEMBER · 3 hrs/week $5,000
JENIFER WALLERBOARD MEMBER · 3 hrs/week $5,000
KIM FENTONBOARD MEMBER · 3 hrs/week $5,000

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 (14)

CARLA BUSHBOARD MEMBER

DEBRA STAMPERBOARD MEMBER

MICHELLE CRUMEBOARD MEMBER

ROSE OSWALD POELSBOARD MEMBER

TANYA DUNCANBOARD MEMBER

GLEN SIMECEKBOARD MEMBER

JENIFER WALLERBOARD MEMBER

KIM FENTONBOARD MEMBER

BECKY WILKESBOARD MEMBER

BETH PARKERBOARD MEMBER

HOWARD HEADLEEBOARD MEMBER

JIM ROCHEBOARD MEMBER

LINDA NAVARROBOARD MEMBER

TRENT WRIGHTBOARD MEMBER

About this charity

Location
175 S MAIN ST, SALT LAKE CITY, UT 84111
County
Salt Lake
In care of
HOWARD HEADLEE
Primary officer
HOWARD HEADLEE, PRESIDENT

How to reach them

Filing and classification

Latest tax year
2022
Tax period began
January 11, 2022
Return type
990EZ
Tax preparer
RICHARD P WESTON CPA PC

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About this report: Information comes from public nonprofit records and may show the latest filing available.

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