Nonprofit · EIN 85-0384039
WESTERN STATES SCHOOL OF BANKING FOUNDATION
Tax-exempt · DENVER, CO 80202
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| December 31, 2025 | 990 | $230,582 | $214,694 | $15,888 | $175,781 | $0 | $175,781 |
| December 31, 2024 | 990-EZ | $194,043 | $208,278 | -$14,235 | $159,893 | $0 | $159,893 |
| December 31, 2023 | 990 | $210,676 | $210,485 | $191 | $174,128 | $0 | $174,128 |
Financial details: 990 for the year ended December 31, 2025
Revenue
- Contributions, gifts and grants
- $0
- Program service revenue
- $227,721
- Investment income
- $2,861
- Other revenue
- $0
Expenses
- Grants and similar amounts paid
- $20,500
- Salaries, compensation and benefits (total)
- $0
- Professional fundraising fees
- $0
- Accounting fees
- $1,500
- Program services (functional)
- $211,419
- Management and general (functional)
- $3,275
Balance sheet and other
- Total assets, start of year
- $159,893
- Total assets, end of year
- $175,781
- Total liabilities, end of year
- $0
- Net assets, end of year
- $175,781
- Net assets without donor restrictions
- $175,781
- Gross receipts
- $230,582
- Employees
- 0
- Volunteers
- 0
- Year formed
- 1990
- State of legal domicile
- NM
From the e-filed returns the IRS publishes as XML (latest three processing years; amended returns replace the original). PDF copies at the IRS.
Officers, directors and key employees
As listed on the 990 for the year ended December 31, 2025, highest compensation first.
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| DANNY BEYHAN | DIRECTOR Trustee or director | 1 | $0 |
| CHRISTOPHER MOYA | BOARD CHAIR Trustee or director, Officer | 1 | $0 |
| WILLIAM A MITCHELL JR | SECRETARY/TREASURER Trustee or director, Officer | 1 | $0 |
| VACANT | BOARD VICE CHAIR Trustee or director, Officer | 1 | $0 |
| GREG DIXSON | DIRECTOR Trustee or director | 1 | $0 |
| JED FANNING | DIRECTOR Trustee or director | 1 | $0 |
| P MARK GRAFF | DIRECTOR Trustee or director | 1 | $0 |
| WILL ISHAM | DIRECTOR Trustee or director | 1 | $0 |
| ZAC KARPF | DIRECTOR Trustee or director | 1 | $0 |
| BOB MCBRIDE | DIRECTOR Trustee or director | 1 | $0 |
| SCOTT MEIER | DIRECTOR Trustee or director | 1 | $0 |
| ANDY MILLER | DIRECTOR Trustee or director | 1 | $0 |
| VINK MILLER | DIRECTOR Trustee or director | 1 | $0 |
| ANDY MONTGOMERY | DIRECTOR Trustee or director | 1 | $0 |
| SEAN ORMAND | DIRECTOR Trustee or director | 1 | $0 |
5 more people on this return
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| S DEXTER SCHRODT | DIRECTOR Trustee or director | 1 | $0 |
| MARK SHEELEY | DIRECTOR Trustee or director | 1 | $0 |
| MIKE VAN NORSTRAND | DIRECTOR Trustee or director | 1 | $0 |
| JENNIFER WALLER | DIRECTOR Trustee or director | 1 | $0 |
| GERG WEED | DIRECTOR Trustee or director | 1 | $0 |
990-EZ for the year ended December 31, 2024: 12 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| DANNY BEYHAN | DIRECTOR | 1 | $0 |
| GREG DIXSON | DIRECTOR | 1 | $0 |
| JED FANNING | DIRECTOR | 1 | $0 |
| P MARK GRAFF | DIRECTOR | 1 | $0 |
| WILL ISHAM | DIRECTOR | 1 | $0 |
| ZAC KARPF | DIRECTOR | 1 | $0 |
| BOB D MCBRIDE | DIRECTOR | 1 | $0 |
| SCOTT MEIER | DIRECTOR | 1 | $0 |
| VINK MILLER | DIRECTOR | 1 | $0 |
| ANDY MONTGOMERY | DIRECTOR | 1 | $0 |
| SEAN ORMAND | DIRECTOR | 1 | $0 |
| S DEXTER SCHRODT JD | DIRECTOR | 1 | $0 |
990 for the year ended December 31, 2023: 20 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| BRUCE HELLBAUM | DIRECTOR Trustee or director | 1 | $0 |
| ANDY MILLER | BOARD CHAIR Trustee or director, Officer | 1 | $0 |
| WILLIAM A MITCHELL JR | SECRETARY/TREASURER Trustee or director, Officer | 1 | $0 |
| GREG DIXSON | DIRECTOR Trustee or director | 1 | $0 |
| JED FANNING | DIRECTOR Trustee or director | 1 | $0 |
| P MARK GRAFF | DIRECTOR Trustee or director | 1 | $0 |
| JEFF HOWLE | DIRECTOR Trustee or director | 1 | $0 |
| WILL ISHAM | DIRECTOR Trustee or director | 1 | $0 |
| ZAC KARPF | DIRECTOR Trustee or director | 1 | $0 |
| GREG LEYENDECKER | DIRECTOR Trustee or director | 1 | $0 |
| BOB D MCBRIDE | DIRECTOR Trustee or director | 1 | $0 |
| SCOTT MEIER | DIRECTOR Trustee or director | 1 | $0 |
| VINK MILLER | DIRECTOR Trustee or director | 1 | $0 |
| CHRISTOPHER MOYA | DIRECTOR Trustee or director | 1 | $0 |
| SEAN ORMAND | DIRECTOR Trustee or director | 1 | $0 |
| S DEXTER SCHRODT JD | DIRECTOR Trustee or director | 1 | $0 |
| JAMES SMITH | DIRECTOR Trustee or director | 1 | $0 |
| MIKE VAN NORSTRAND | DIRECTOR Trustee or director | 1 | $0 |
| JENIFER WALLER | DIRECTOR Trustee or director | 1 | $0 |
| GREG J WEED | DIRECTOR Trustee or director | 1 | $0 |
Address and contacts
- Address (IRS master file)
- 1099 18TH ST STE 2700, DENVER, CO 80202-1927
- In care of
- % W F WOOD
- Principal officer (990 for 2025)
- WILLIAM A MITCHELL JR, 1099 18TH ST STE 2700, DENVER, CO 80202
- Signed the 990
- WILLIAM A MITCHELL JR, SECRETARY/TREASURER
- Phone
- (303) 291-3700
- Website
- WSDEF.ORG
- Return prepared by
- FORTNER BAYENS PC
Mission
THE WESTERN STATES DIRECTOR EDUCATION FOUNDATION IS A NON-PROFIT ENTITY DEDICATED TO HELPING COMMUNITY BANKS CONTINUE TO THRIVE THROUGH AN ANNUAL SYMPOSIUM THAT SERVES TO EDUCATE AND PROMOTE AWARENESS OF TIMELY INDUSTRY ISSUES FOR COMMUNITY BANK BOARD DIRECTORS AND SENIOR EXECUTIVES IN THE ROCKY MOUNTAIN, SOUTHWESTERN AND MIDWESTERN REGIONS OF THE COUNTRY. THE BOARD VOLUNTEERS THEIR TIME AND ARE DEDICATED TO PROVIDING A VALUABLE AND EXCEPTIONAL PROGRAM EVERY AUTUMN. IN ADDITION, A PERCENTAGE OF THE SYMPOSIUM'S PROCEEDS ARE REINVESTED IN THE INDUSTRY THROUGH FINANCIAL CONTRIBUTIONS TO BANK ASSOCIATIONS AND OTHER EDUCATIONAL INSTITUTIONS TO SUPPORT THEIR EDUCATIONAL EFFORTS.
Program accomplishments
- PROVIDE ANNUAL BANK DIRECTOR EDUCATION SYMPOSIUM.Expenses $190,919 · revenue $227,721
- PROVIDE FINANCIAL CONTRIBUTIONS TO BANK ASSOCIATIONS AND OTHER EDUCATIONAL INSTITUTIONS TO SUPPORT THEIR EDUCATIONAL EFFORTS.Expenses $20,500 · grants $20,500
What it must file and when
IRS records say it files Form 990 or 990-EZ. Based on its last return; a smaller organization may file the 990-N. Its accounting year ends in December, so each return is due on the 15th day of the 5th month after that.
| Tax year | Year ended | Due | IRS public records |
|---|---|---|---|
| 2025 | December 31, 2025 | May 15, 2026 | 990 on file |
| 2024 | December 31, 2024 | May 15, 2025 | 990-EZ on file |
| 2023 | December 31, 2023 | May 15, 2024 | 990 on file |
IRS record
- EIN
- 85-0384039
- Tax-exempt status
- 501(c)(3): Charitable, religious, educational or scientific organization
- Foundation status
- Publicly supported organization (509(a)(2))
- Donations deductible (Pub 78)
- Public charity, 50% deduction limit
- Exempt since
- 1991
- Accounting year ends
- December
- Files
- Form 990 or 990-EZ
- Category (NTEE)
- Education (B32Z)
- Assets (IRS master file)
- $175,781
- Income (IRS master file)
- $230,582
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990 | December 2025 | $230,582 | $214,694 | $175,781 | XML |
| 990-EZ | December 2024 | $194,043 | $208,278 | $159,893 | XML |
| 990 | December 2023 | $210,676 | $210,485 | $174,128 | XML |
| 990-EZ | December 2022 | – | – | – | IRS |
| 990-EZ | December 2021 | – | – | – | IRS |
| 990-EZ | December 2020 | – | – | – | IRS |
| 990-EZ | December 2019 | – | – | – | IRS |
| 990-EZ | December 2018 | – | – | – | IRS |
990-N: the IRS bulk file holds only the latest e-Postcard per organization; earlier years come from archived copies of that file since 2020 and can have gaps (the IRS e-Postcard search lists every one). 990, 990-EZ, 990-PF, 990-T: every e-filed return in the IRS e-file index since 2019; XML for the latest three processing years, amounts from the IRS Statistics of Income extracts before that. PDF copies and determination letters at the IRS (search EIN 85-0384039).
Questions about WESTERN STATES SCHOOL OF BANKING FOUNDATION
- What is the EIN of WESTERN STATES SCHOOL OF BANKING FOUNDATION?
- The employer identification number (EIN) of WESTERN STATES SCHOOL OF BANKING FOUNDATION is 85-0384039.
- Is WESTERN STATES SCHOOL OF BANKING FOUNDATION tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 1991.
- Are donations to WESTERN STATES SCHOOL OF BANKING FOUNDATION tax-deductible?
- Yes. It is listed in IRS Publication 78 (Public charity, 50% deduction limit).
- Which annual return does WESTERN STATES SCHOOL OF BANKING FOUNDATION file?
- Form 990 or 990-EZ. Based on its last return; a smaller organization may file the 990-N.
- When is the next return of WESTERN STATES SCHOOL OF BANKING FOUNDATION due?
- The return for tax year 2026 (the year ending December 31, 2026) is due May 17, 2027. Form 8868 extends it by six months; the 990-N cannot be extended.
- When did WESTERN STATES SCHOOL OF BANKING FOUNDATION last file with the IRS?
- The latest return in the IRS public files is the 990 for the year ended December 2025.
- Who is the principal officer of WESTERN STATES SCHOOL OF BANKING FOUNDATION?
- The 990 for the year ended December 31, 2025 names WILLIAM A MITCHELL JR.
- Who are the officers and directors of WESTERN STATES SCHOOL OF BANKING FOUNDATION?
- The 990 for the year ended December 31, 2025 lists 20 people; 0 received compensation from the organization.
- How much revenue does WESTERN STATES SCHOOL OF BANKING FOUNDATION have?
- On its 990 for the year ended December 31, 2025 it reported revenue of $230,582, expenses of $214,694 and total assets of $175,781 at year end.
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