Utah Bankers Assn
EIN 870237881 · 501(c)(6) · Public charity · Salt Lake Cty, UT · recognized 1964
- Assets
- $1.7M
- Revenue
- $1.6M
- Expenses
- $1.5M
- Investment income
- $26.0K
Form 990 fiscal year ended 07/31/2025
Investment managers
Advisory firms linked via Form 990 Part VII independent contractors.
No linked investment managers yet.
Highest-paid contractors
Form 990 Part VII-B, independent contractors paid over $100k.
None reported.
Officers & directors
Form 990 Part VII-A for the latest fiscal year.
| Name | Title | Compensation | Other |
|---|---|---|---|
| Howard Headlee | President | $390,282 | $30,500 |
| Rebecca Wilkes | Vice president | $155,720 | $24,000 |
| Sara Matute | Vice president | $107,250 | $7,003 |
| Andrea Moss | Chairman | $0 | $0 |
| Bruce Ashcroft | Vice chairman | $0 | $0 |
| Brady Bagley | 2nd vice chair | $0 | $0 |
| Phil Beck | Past chair | $0 | $0 |
| Jan Bergeson | Regional advisory | $0 | $0 |
| Matt Bloye | Community advisory | $0 | $0 |
| Todd Boren | Board member | $0 | $0 |
| Frank Destra | Board member | $0 | $0 |
| Kristen Dittmer | Board member | $0 | $0 |
| Lew Goodwin | Board member | $0 | $0 |
| Terry Grant | Board member | $0 | $0 |
| Kay Hall | Board member | $0 | $0 |
| Branden Hansen | Board member | $0 | $0 |
| Shelly Holt | Board member | $0 | $0 |
| John Jones | Board member | $0 | $0 |
| Kevin Krohn | Board member | $0 | $0 |
| Jason Lloyd | Board member | $0 | $0 |
| Kisty Morris | Board member | $0 | $0 |
| Mark Packard | Board member | $0 | $0 |
| Terry Grant | Board member | $0 | $0 |
| Mori Paulsen | Board member | $0 | $0 |
| Eric Schmutz | Board member | $0 | $0 |
| David Stahl | Board member | $0 | $0 |
| Spencer White | Board member | $0 | $0 |
| Drew Yergensen | Board member | $0 | $0 |
Filing history
| Fiscal year end | Assets | Revenue | Expenses | Source |
|---|---|---|---|---|
| 07/31/2025 | $1.7M | $1.6M | $1.5M | 990 990 · obj 202543509349301524 IRS ↗ |
| 07/31/2024 | $1.7M | $1.4M | $1.4M | 990 990 · obj 202520729349301772 IRS ↗ |