Civic Intelligence

Society of Bank Executives

EIN 88-1492297 • 501(c)3 • Salt Lake City, UT

Profile

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.

175 S Main StSalt Lake City, UT 84111

n/A

Siviq Scores

Precomputed percentiles relative to similar nonprofits. These scores are descriptive rather than judgmental.

Liabilities / Assets

89th percentile

0.57x

Higher debt load relative to assets than 89% of similar nonprofits.

501(c)3 • <$500k nonprofits • Source year 2022

Liabilities / Revenue

93rd percentile

0.67x

Higher debt load relative to revenue than 93% of similar nonprofits.

501(c)3 • <$500k nonprofits • Source year 2022

Net Margin

44th percentile

-0.2%

Higher net margin than 44% of similar nonprofits.

501(c)3 • <$500k nonprofits • Source year 2022

Top Officer Pay

85th percentile

$10,000

Higher top officer pay than 85% of similar nonprofits.

Top officer pay equals 8.0% of source-year revenue.

501(c)3 • <$500k nonprofits • Source year 2022

Asset Growth

Score unavailable

No value available

No earlier valid filing was available within the previous three public years.

Source year 2022

Revenue Growth

Score unavailable

No value available

No earlier valid filing was available within the previous three public years.

Source year 2022

Balance Sheet
Liabilities / Assets89th percentile

Assets

$145,718

No earlier filing loaded for comparison.

Liabilities

$83,448

No earlier filing loaded for comparison.

Net Assets

$62,270

No earlier filing loaded for comparison.

Operations
Liabilities / Revenue93rd percentileNet Margin44th percentile

Revenue

$124,698

No earlier filing loaded for comparison.

Expenses

$124,928

No earlier filing loaded for comparison.

Net Income

-$230

No earlier filing loaded for comparison.

Trend Graphs

Balance Sheet Trend

Asset GrowthScore unavailable

Grouped bars show assets, liabilities, and net assets across loaded filings.

$150K$100K$50K$0Assets 2022: $145,718Liabilities 2022: $83,448Net Assets 2022: $62,2702022

Highlighted filing

2022

Assets$145,718
Liabilities$83,448
Net Assets$62,270
Open 2022 Filing

Operations Trend

Revenue GrowthScore unavailable

Revenue, expenses, and net income by year, with the latest filing highlighted.

$150K$100K$50K$0-$50KRevenue 2022: $124,698Expenses 2022: $124,928Net Income 2022: -$2302022

Highlighted filing

2022

Revenue$124,698
Expenses$124,928
Net Income-$230
Open 2022 Filing

Filings

Most recent year

2022 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$145,718
Liabilities
$83,448
Net assets
$62,270
Revenue
$124,698
Expenses
$124,928
Net income
-$230
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2022Detailed filing. Detailed filing data is available for this year.$1.46$0.83$0.62$1.25$1.25$0.00
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jan 11, 2022 to Dec 31, 2022
Signed
Feb 17, 2023
Return Version
2022v5.0
Gross Receipts
$124,698
Mission and Program Overview

Mission

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.

Program Services

DescriptionGrantsExpenses
LIVE EDUCATIONAL EVENTS FOR BANKING AND MEMBER PARTNERS$0$28,251
Compensation and Service Providers
Top Officer Pay85th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
CARLA BUSHBoard MemberPT$10,000-$10,000
DEBRA STAMPERBoard Member-$7,500-$7,500
ROSE OSWALD POELSBoard Member-$7,500-$7,500
TANYA DUNCANBoard Member-$7,500-$7,500
MICHELLE CRUMEBoard Member-$7,500-$7,500
GLEN SIMECEKBoard Member-$5,000-$5,000
JENIFER WALLERBoard Member-$5,000-$5,000
KIM FENTONBoard Member-$5,000-$5,000
HOWARD HEADLEEBoard Member-$0--
BECKY WILKESBoard Member-$0--
BETH PARKERBoard Member-$0--
LINDA NAVARROBoard Member-$0--
TRENT WRIGHTBoard Member-$0--
JIM ROCHEBoard Member-$0--
Filing and Contact Details

Filer

Filer Name
Society of Bank Executives
EIN
88-1492297
Phone
8013644303
Address
175 S MAIN ST, SALT LAKE CITY, UT 84111

Signing Officer

Name
Howard Headlee
Title
President
Phone
8013644303
Signed
2023-02-17
Discuss with paid preparer
Yes

Preparer

Firm
Richard P Weston CPA Pc
Address
2055 E 3900 S STE 100, SALT LAKE CITY, UT 84124
Preparer
Richard P Weston CPA
Phone
8014664450
Supplemental Narrative

Additional Explanations

Form 990EZ, Part I, Line 16

“Advertising and promotion 21544.”

Form 990EZ, Part I, Line 16

“EVENT EXPENSE 28251.”

Form 990EZ, Part I, Line 16

“SPEAKER FEES 17300.”

Form 990EZ, Part II, Line 24

“Accounts receivable 45538.”

Form 990EZ, Part II, Line 26

“ACCOUNTS PAYABLE 27251.”

Form 990EZ, Part II, Line 26

“NOTE PAYABLE 56197.”

Raw XML Appendix228 raw XML fields

This appendix keeps the raw XML leaves available for debugging and edge-case review. The human report above is the primary experience.

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IRS990EZ/PrimaryExemptPurposeTxt0THE 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.
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IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0ADVERTISING AND PROMOTION 21544.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1EVENT EXPENSE 28251.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2SPEAKER FEES 17300.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3ACCOUNTS RECEIVABLE 45538.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4ACCOUNTS PAYABLE 27251.
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ReturnHeader/PreparerPersonGrp/PreparationDt02023-09-14
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0RICHARD P WESTON CPA
ReturnHeader/ReturnTs02023-09-14T16:29:08-07:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0HOWARD
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0HEADLEE
ReturnHeader/TaxPeriodBeginDt02022-01-11
ReturnHeader/TaxPeriodEndDt02022-12-31
ReturnHeader/TaxYr02022

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