Utah Bankers Association


Utah Bankers Association

UBA is a financial services trade association comprised of regional, community, and industrial banks that strives to promote a favorable image and understanding of the banking industry to the general public and maintain the public confidence in the strength and security of Utah's financial service industry. Membership: $50 (Basic); $225 (Sustaining); $2,000 (Affiliate/De Novo); $1,000 (Associate).

Organization Type:
State or Regional Association
Acronym:
UBA
Tax Exempt Status:
501(c)(6)
Industry:
Banking/Finance/Investments, Banking/Credit & Finance/Savings & Loan
Year Founded:
1908
Address:
175 S. Main St.
Suite 1420 Salt Lake City, UT 84111
Telephone:
Fax:
Website:
Staff:
9
Volunteers:
185
Members:
49 FDIC insured institutions


Financial Snapshot

 

Total revenues: $1,130,529


Year - 2017
1st-yr growth
1.50%
 
 
 
 
 
Year by Year
Revenue
 
Total contributions
 
Program service revenue
 
Miscellaneous revenue

Total expenses: $1,135,889


Year - 2017
1st-yr growth
8.46%
 
 
 
 
 
Year by Year
Expenses
 
Compensation of current officers, directors, etc
 
Compensation for non-officers/directors
 
Lobbying fees
 
Other

Total assets: $1,120,582


Year - 2017
1st-yr growth
6.25%
 
 
 
 
 
Year by Year
Assets
 
Cash -- non-interest bearing
 
Accounts receivable
 
Prepaid expenses or deferred charges

Total Liabilities: $346,902


Year - 2017
1st-yr growth
24.39%
 
 
 
 
 
Year by Year
Liabilities
 
Accounts payable and accrued expenses
 
Deferred revenue

   Revenue:

Revenue: Amount ($)
Total contributions 841,500
Program service revenue 204,907
Miscellaneous revenue 84,122
Gaming income 0
Tax-exempt bond proceeds 0
Fundraising income 0
Investment income 0
Royalties 0
Sales of non-inventory assets 0
Net rental income 0
Income from sales of inventory 0
Total Revenue:

$1,130,529

1-yr growth
1.50%
Total contributions
Program service revenue
Miscellaneous revenue

   Expenses:

Expenses: Amount ($)
Compensation of current officers, directors, etc 415,483
Compensation for non-officers/directors 186,762
Lobbying fees 97,588
Occupancy 81,767
Insurance 64,626
Information technology 64,022
Office expenses 52,727
Pension plan contributions 42,988
Travel 38,200
Payroll taxes 35,612
Legal fees 29,380
Conferences, conventions, meetings 12,264
Accounting fees 11,140
Management fees 2,031
Depreciation, depletion, amortization 1,299
Other expenses 0
Other employee benefits 0
Professional fundraising fees 0
Investment management fees 0
Other fees 0
Advertising and promotion 0
Royalties 0
Interest expense 0
Payments to affiliates 0
Travel/entertainment expenses to public officials 0
Compensation of disqualified persons 0
Grants to governments/orgs in the US 0
Grants to individuals in the US 0
Grants to orgs and individuals outside the US 0
Benefits paid to or for members 0
Total Expenses:

$1,135,889

1-yr growth
8.46%
Compensation of current officers, directors, etc
Compensation for non-officers/directors
Lobbying fees
Occupancy
Insurance
Information technology
Office expenses
Pension plan contributions
Travel
Payroll taxes
Others

   Assets:

Assets: Amount ($)
Cash -- non-interest bearing 1,042,649
Accounts receivable 46,461
Prepaid expenses or deferred charges 31,472
Inventories for sale or use 0
Investments in other securities 0
Savings and temporary cash investments 0
Receivables from officers, directors, etc. 0
Receivables from disqualified persons 0
Notes and loans receivables 0
Program-related investments 0
Intangible assets 0
Investments in publicly traded securities 0
Other assets 0
Pledges and grants receivable 0
Land, buildings, & equipment (net) 0
Total Assets:

$1,120,582

1-yr growth
6.25%
Cash -- non-interest bearing
Accounts receivable
Prepaid expenses or deferred charges

   Liabilities:

Liabilities: Amount ($)
Accounts payable and accrued expenses 192,593
Deferred revenue 154,309
Tax-exempt bond liabilities 0
Escrow or custodial account liability 0
Loans and other payables to officers, directors, etc. 0
Secured mortgages and notes payabl 0
Unsecured mortgages and notes payable 0
Other liabilities 0
Grants payable 0
Total Liabilities:

$346,902

1-yr growth
24.39%
Accounts payable and accrued expenses
Deferred revenue

   Net Assets:

Net Assets: Amount ($)
Unrestricted net assets 773,680
Temporarily restricted net assets 0
Permanently restricted net assets 0
Total Net Assets:

$773,680

1-yr growth
-0.28%
Unrestricted net assets

Key Staff

  
Name Ascending
Title 
Function 
Add Prospect 
Becky Wilkes Senior Vice President, Education Education ...X
Douglas L. DeFries Chairman Board Member, Chairman of the Board ...X
Howard M. Headlee President Board Member, Executive Director ...X
Kay B. Hall Vice Chairman Board Member ...X
Kristin Dittmer Second Vice Chairman Board Member ...X
Lindsay Scott Director, Education Conference Committee Chair, Conventions/Meetings, Education, Membership ...X
Ronald J. Ostler Immediate Past Chairman Board Member ...X
Sara Matute Office Administrator Administration, Communications/Public Relations ...X
Wendy P. Holloway Senior Vice President Administration, Finance, Senior Executive ...X

Meetings/Conferences

Year Descending
Name 
Location 
Facility 
From 
To 
Attendance 
Exhibitors 
Facility Amenities 
201911th Annual UBA Convention Sun Valley , ID , United States Sun Valley Resort June 23 June 26   Ski, Convention Center...X
2018110th Annual UBA Convention 2018 Sun Valley , ID , United States Sun Valley Resort June 24 June 27   Ski, Convention Center...X
2017109th Annual UBA Convention Sun Valley , ID , United States Sun Valley Resort June 24 June 28   Ski, Convention Center...X
2016108th Annual UBA Convention Sun Valley , ID , United States Sun Valley Resort June 24 June 30   Ski, Convention Center...X
2015107th Annual UBA Convention Sun Valley , ID , United States   June 27 July 1    ...X
2014106th Annual UBA Convention Sun Valley , ID , United States Sun Valley Lodge June 29 July 2    ...X
20142014 Fall Compliance Conference Midway , UT , United States Zermatt Resort October 21 October 23   Ski...X

Publications

Name 
Frequency 
Advertising 
Membership DirectoryonlineNo...X

Recent Lobbying Spending

Source: Lobbying Disclosure Electronic Filings, Office of the Clerk, U.S House of Representatives.

2018 Q4: $0
2018 Q3: $0
2018 Q2: $0
2018 Q1: $0
2017: $0


PAC Details

Name: Utah Bankers Association Action PAC



FEC ID: C00374371



Last updated: -


PAC Contributions

(-)

Outside Representation

Firm Name Ascending
Reg/ Term 
Date 
  This organization has no outside representation data available.
 

Legislative Issue Focus

Source: Lobbying Disclosure Electronic Filings, Office of the Clerk, U.S House of Representatives.

This organization has no legislative issue data available.

Active Legislation

This organization has no active legislation data available.

Contractors

Contractor Ascending
Service Category 
Reported Year Descending
Reported Compensation 
Evviva Enterprises Inc. (dba Evviva Consulting) Lobbying/Advocacy/Legal  - ...X

***Disclaimer: This information has been sourced from a combination of the IRS Forms 990, 5500, and the Federal Audit Clearinghouse



 
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