SALT LAKE CITY, UT
4 risk indicators measuring financial stability and operational resilience
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Sign In — Free (10 views/day)UTAH BANKERS ASSOCIATION, founded in 1908, is a community nonprofit that reported $1.6M in total revenue in fiscal year 2024. Revenue grew 14% year-over-year, indicating healthy expansion. Expenses of $1.5M left a modest 7% surplus.
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.
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...
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...
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.
Financial Health Score (300–850) · Liquidity · Solvency · Sustainability · Efficiency
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Liquidity (40%) • Solvency (30%) • Sustainability (20%) • Efficiency (10%)
Sign In — Free (10 views/day)| 2024 | 2023 | Change | |
|---|---|---|---|
| Revenue | $1,579,168 | $1,379,873 | +0.1% |
| Expenses | $1,463,181 | $1,447,773 | +0.0% |
| Net Income | $115,987 | $-67,900 | -2.7% |
Comprehensive financial analysis: Altman Z-Score, liquidity, solvency, sustainability, efficiency, and growth metrics
Financial Distress Indicator
Liquidity & Cash Position
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Altman Z-Score • Liquidity Ratios • Solvency Analysis • Growth Indicators • Efficiency Metrics
Sign In| Name | Title | Hours/Week | Role | Reportable Comp | Other Comp | Total |
|---|---|---|---|---|---|---|
| HOWARD HEADLEE | PRESIDENT | 40.00 |
Officer
|
$390,282 | $30,500 | $420,782 |
| REBECCA WILKES | VICE PRESIDENT | 40.00 |
Officer
|
$155,720 | $24,000 | $179,720 |
| SARA MATUTE | VICE PRESIDENT | 40.00 |
Officer
|
$107,250 | $7,003 | $114,253 |
| ANDREA MOSS | CHAIRMAN | 0.00 |
Director
|
$0 | $0 | $0 |
| BRUCE ASHCROFT | VICE CHAIRMAN | 0.00 |
Director
|
$0 | $0 | $0 |
| BRADY BAGLEY | 2ND VICE CHAIR | 0.00 |
Director
|
$0 | $0 | $0 |
| PHIL BECK | PAST CHAIR | 0.00 |
Director
|
$0 | $0 | $0 |
| JAN BERGESON | REGIONAL ADVISORY | 0.00 |
Director
|
$0 | $0 | $0 |
| MATT BLOYE | COMMUNITY ADVISORY | 0.00 |
Director
|
$0 | $0 | $0 |
| TODD BOREN | BOARD MEMBER | 0.00 |
Director
|
$0 | $0 | $0 |
| FRANK DESTRA | BOARD MEMBER | 0.00 |
Director
|
$0 | $0 | $0 |
| KRISTEN DITTMER | BOARD MEMBER | 0.00 |
Director
|
$0 | $0 | $0 |
| LEW GOODWIN | BOARD MEMBER | 0.00 |
Director
|
$0 | $0 | $0 |
| TERRY GRANT | BOARD MEMBER | 0.00 |
Director
|
$0 | $0 | $0 |
| KAY HALL | BOARD MEMBER | 0.00 |
Director
|
$0 | $0 | $0 |
| BRANDEN HANSEN | BOARD MEMBER | 0.00 |
Director
|
$0 | $0 | $0 |
| SHELLY HOLT | BOARD MEMBER | 0.00 |
Director
|
$0 | $0 | $0 |
| JOHN JONES | BOARD MEMBER | 0.00 |
Director
|
$0 | $0 | $0 |
| KEVIN KROHN | BOARD MEMBER | 0.00 |
Director
|
$0 | $0 | $0 |
| JASON LLOYD | BOARD MEMBER | 0.00 |
Director
|
$0 | $0 | $0 |
| KISTY MORRIS | BOARD MEMBER | 0.00 |
Director
|
$0 | $0 | $0 |
| MARK PACKARD | BOARD MEMBER | 0.00 |
Director
|
$0 | $0 | $0 |
| TERRY GRANT | BOARD MEMBER | 0.00 |
Director
|
$0 | $0 | $0 |
| MORI PAULSEN | BOARD MEMBER | 0.00 |
Director
|
$0 | $0 | $0 |
| ERIC SCHMUTZ | BOARD MEMBER | 0.00 |
Director
|
$0 | $0 | $0 |
| DAVID STAHL | BOARD MEMBER | 0.00 |
Director
|
$0 | $0 | $0 |
| SPENCER WHITE | BOARD MEMBER | 0.00 |
Director
|
$0 | $0 | $0 |
| DREW YERGENSEN | BOARD MEMBER | 0.00 |
Director
|
$0 | $0 | $0 |
| Year | Revenue | Expenses | Assets | Net Income |
|---|---|---|---|---|
| 2025 | $1,579,168 | $1,463,181 | $1,711,601 | $115,987 |
| 2024 | $1,379,873 | $1,447,773 | $1,723,622 | $-67,900 |
| 2023 | $1,555,685 | $1,402,696 | $1,475,072 | $152,989 |
| 2022 | $1,248,185 | $1,274,607 | $1,589,571 | $-26,422 |
| 2021 | $1,422,835 | $1,124,544 | $1,376,860 | $298,291 |
| 2020 | $1,102,009 | $1,116,723 | $1,108,977 | $-14,714 |
| 2019 | $1,221,225 | $1,170,463 | $1,019,915 | $50,762 |
| 2018 | $1,201,310 | $1,182,802 | $1,189,024 | $18,508 |
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