Liabilities / Assets
37th percentile
Higher debt load relative to assets than 37% of similar nonprofits.
Utah Optometric Association
EIN 87-0399866 • 501(c)6 • Draper, UT
Profile
To promote the highest professional standards in vision care so that those services will be provided to patients and citizens of utah.
Siviq Scores
Precomputed percentiles relative to similar nonprofits. These scores are descriptive rather than judgmental.
0.01x
Liabilities / Revenue
36th percentile
Higher debt load relative to revenue than 36% of similar nonprofits.
Net Margin
61st percentile
Higher net margin than 61% of similar nonprofits.
Top Officer Pay
Score unavailable
No filing with officer rows is available for this organization yet.
Asset Growth
68th percentile
Faster asset growth than 68% of similar nonprofits.
Revenue Growth
57th percentile
Faster revenue growth than 57% of similar nonprofits.
Balance Sheet
Assets
Up$686,833
Up $64,923 (+10%) from 2024
Liabilities
Up$6,235
Up $4,625 (+287%) from 2024
Net Assets
Up$680,598
Up $60,298 (+9.7%) from 2024
Revenue
Up$734,049
Up $54,635 (+8.0%) from 2024
Expenses
Up$680,181
Up $8,665 (+1.3%) from 2024
Net Income
Up$53,868
Up $45,970 (+582%) from 2024
Trend Graphs
Filings
Most recent year
2025 • Form 990Detailed filing. Detailed filing data is available for this year.
- Assets
- $686,833
- Liabilities
- $6,235
- Net assets
- $680,598
- Revenue
- $734,049
- Expenses
- $680,181
- Net income
- $53,868
Latest Filing Detail
Jump To
Filing Snapshot
- Filing Period
- Aug 1, 2024 to Jul 31, 2025
- Signed
- Aug 15, 2025
- Return Version
- 2024v5.2
- Gross Receipts
- $734,049
Mission and Program Overview
Mission
Eye care education continuing professional education for members; participates in establishing guidelines and standards for the optometric profession, alerts general public to eye care awareness and safety.
To promote the highest professional standards in vision care so that those services will be provided to patients and citizens of utah.
Balance Sheet Detail
| Line | Beginning | End | Change |
|---|---|---|---|
| Assets | |||
| Investments in Publicly Traded Securities | $467,699 | $565,988 | ▲ $98,289 |
| Cash and Non-Interest-Bearing Accounts | $71,968 | $95,884 | ▲ $23,916 |
| Accounts Receivable | $9,665 | $12,743 | ▲ $3,078 |
| Savings and Temporary Cash Investments | $72,578 | $12,218 | ▼ $60,360 |
| Total Assets | $621,910 | $686,833 | ▲ $64,923 |
| Liabilities | |||
| Accounts Payable and Accrued Expenses | $1,610 | $6,235 | ▲ $4,625 |
| Total Liabilities | $1,610 | $6,235 | ▲ $4,625 |
| Net Assets / Fund Balance | |||
| Net Assets Without Donor Restrictions | $620,300 | $680,598 | ▲ $60,298 |
| Total Net Assets Fund Balance | $620,300 | $680,598 | ▲ $60,298 |
| Total Liabilities and Net Assets / Fund Balance | $621,910 | $686,833 | ▲ $64,923 |
Compensation and Service Providers
Employees
| Name | Title | Full / Part Time | Base | Total |
|---|---|---|---|---|
| Chanae Landeen | Associate Executive Director | FT | $50,000 | $50,000 |
| Mark Taylor | Executive Director | PT | $40,000 | $40,000 |
Board Members and Trustees
| Name | Title |
|---|---|
| Kenyon Anderson | Past President |
| Jeff Simmons | President |
| Collin Gray | President Elect |
| Ben Collins | Trustee |
| Court Wilkins | Trustee |
| Craig Pew | Trustee |
| Dallin Boardman | Trustee |
| Mark Curtis | Trustee |
| Ryan Robison | Trustee |
| Kyle Wilson | VP of Finance |
| Kaeleen Franson | VP of Legislation |
Revenue and Support
Revenue Composition
- Contributions and Grants
- $0
- Program Service Revenue
- $696,788
- Investment Income
- $37,261
- Other Revenue
- $0
- Change in Net Assets
- $53,868
Expenses and Functional Allocation
Major Expense Lines
| Line Item | Amount |
|---|---|
| Other Expenses | $573,768 |
| Salaries, Compensation, and Employee Benefits | $106,413 |
| Grants and Similar Amounts Paid | $0 |
| Professional Fundraising Fees | $0 |
| Total Fundraising Expense | $0 |
Functional Expense Allocation
| Line Item | Program | Management | Fundraising | Total |
|---|---|---|---|---|
| Conferences and Meetings | - | - | - | $254,136 |
| Payments to Affiliates | - | - | - | $202,796 |
| Current Officers, Directors, Trustees, and Key Employees | - | - | - | $98,167 |
| Fees for Services Lobbying | - | - | - | $45,000 |
| Payroll Taxes | - | - | - | $8,246 |
| All Other Expenses | - | - | - | $7,868 |
| Fees for Services Legal | - | - | - | $7,029 |
| Other Expenses | $5,872 | - | - | $5,872 |
| Fees for Service Investment Mgmnt Fees | - | - | - | $5,719 |
| Fees for Services Accounting | - | - | - | $4,235 |
| Information Technology | - | - | - | $3,297 |
| Insurance | - | - | - | $2,135 |
| Office Expenses | - | - | - | $741 |
| Advertising | - | - | - | $93 |
| Total Functional Expenses | $0 | $0 | $0 | $680,181 |
Fundraising, Events, and Gaming
- Fundraising activities
- No
- Gaming activities
- No
- Professional fundraiser used
- No
Fundraising and Gaming Totals
| Line Item | Amount |
|---|---|
| Professional Fundraising Fees | $0 |
Political and Lobbying Activity
- Political campaign activity
- No
- In-house lobbying only
- No
- Subject to proxy tax
- No
Reported Spending and Taxes
| Line Item | Amount |
|---|---|
| Current Year Nondeductible Lobbying and Political Cost | $45,000 |
| Total Nondeductible Lobbying and Political Cost | $45,000 |
Governance and Compliance
Governance Checklist
- Compiled or reviewed by an accountant
- No
- Annual disclosure for covered persons
- Yes
- Backup withholding compliance
- Yes
- Business relationship with 35% controlled entity
- No
- Business relationship with family members
- No
- Business relationship with organization members
- No
- Material changes to governing documents
- No
- Compensation from other sources disclosed
- No
- CEO compensation reviewed
- Yes
- Other officer compensation reviewed
- No
- Conflict-of-interest policy
- Yes
- Audited financial statements prepared
- No
- Key decisions subject to board approval
- No
- Management duties delegated
- No
Governance Explanations
Members or stockholder classes and rights Part VI line 6
“Classes of members or stockholders utah optometric association is organized with members. Regular voting membership is limited to individuals licensed to practice optometry in the state of utah.”
Member election for additional members Part VI line 7A
“Election of members and their rights - the president elect, executive vp, vp of finance and vp of legislation of the board of directors are elected by the members of the association by a simple majority at the annual meeting.”
Form 990 governing body review Part VI line 11
“Organizations process to review form 990 - the budget and finance committee, consisting of the executive director, vp of finance, and the second term finance committee member review and accept the 990.”
Conflict of interest policy compliance Part VI line 12C
“Enforcement of conflicts policy - every meeting begins with the board members signing a form saying they will abide by the code of conduct. This code of conduct includes abiding by the confilct of interest policy and informing the organization of any conflicts of interest.”
CEO executive director top management comp Part VI line 15A
“Compensation process for top official - executive director compensation is determined by the board using comparisons of executive director compensation at organizations in surrounding states with similar size memberships. Any compensation increases are by vote of the board.”
Governing documents etc available to public Part VI line 19
“Governing documents disclosure expalnation - furnished to members/interested parties upon request.”
Filing and Contact Details
Filer
- Filer Name
- Utah Optometric Association
- EIN
- 87-0399866
- In Care Of
- % JEFF SIMMONS
- Phone
- 8013649103
- Address
- PO BOX 862, DRAPER, UT 84020
Signing Officer
- Name
- Jeff Simmons
- Title
- President
- Phone
- 8018233935
- Signed
- 2025-08-15
- Discuss with paid preparer
- No
Organization Details
- Principal Officer
- Jeff Simmons
- Formed
- 1997
- Legal Domicile
- Ut
- Voting Board Members
- 11
- Independent Board Members
- 11
- Employees
- 2
- Volunteers
- 30
Preparer
- Firm
- Tax Express Pllc
- Address
- 801 S Power Rd Suite 209, Mesa, AZ 85206
- Preparer
- Gaelen Anderson CPA
- Phone
- 4808320047
Supplemental Narrative
Additional Explanations
Explanation of other changes in net assets or fund balances Part XI line 9
“Utah optometric association received funds from utah vision to carryout highest professional standards in vision care so that those services will be provided to patients and citizens of utah.”
Part III response or note to any other line in Part III
“The utah optometric association (uoa) is a professional optometric association that works to drive the progress of optometry in utah. The parent association is the american optometric association. Uoa provides multiple education opportunities throughout the year including two quarterly meetings; two larger meetings in st george and midway, utah in the spring; and other quarterly business meetings. Uoa provides education for its members, forums on new technologies and discussions. The uoa currently has around 300 active members.”
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| IRS990/LocalChaptersInd | 0 | false |
| IRS990/MaterialDiversionOrMisuseInd | 0 | false |
| IRS990/MembersOrStockholdersInd | 0 | true |
| IRS990/MethodOfAccountingAccrualInd | 0 | X |
| IRS990/MinutesOfCommitteesInd | 0 | true |
| IRS990/MinutesOfGoverningBodyInd | 0 | true |
| IRS990/MissionDesc | 0 | TO PROMOTE THE HIGHEST PROFESSIONAL STANDARDS IN VISION CARE SO THAT THOSE SERVICES WILL BE PROVIDED TO PATIENTS AND CITIZENS OF UTAH. |
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| IRS990/MoreThan5000KToOrgInd | 0 | false |
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| IRS990/NetGainOrLossInvestmentsGrp/TotalRevenueColumnAmt | 0 | 23023 |
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| IRS990/OfficerMailingAddressInd | 0 | false |
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| IRS990/Organization501cInd | 0 | X |
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| IRS990/OtherExpensesGrp/Desc | 2 | BOARD EXPENSES |
| IRS990/OtherExpensesGrp/Desc | 3 | DUES & MEMBERSHIP |
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| IRS990/OtherExpensesGrp/ProgramServicesAmt | 1 | 30320 |
| IRS990/OtherExpensesGrp/ProgramServicesAmt | 2 | 551 |
| IRS990/OtherExpensesGrp/ProgramServicesAmt | 3 | 5872 |
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| IRS990/OtherExpensesGrp/TotalAmt | 1 | 30320 |
| IRS990/OtherExpensesGrp/TotalAmt | 2 | 551 |
| IRS990/OtherExpensesGrp/TotalAmt | 3 | 5872 |
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| IRS990/PrincipalOfficerNm | 0 | JEFF SIMMONS |
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| IRS990/ProgramServiceRevenueGrp/BusinessCd | 1 | 900099 |
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| IRS990/ProgramServiceRevenueGrp/BusinessCd | 3 | 900099 |
| IRS990/ProgramServiceRevenueGrp/Desc | 0 | MEMBERSHIP DUES |
| IRS990/ProgramServiceRevenueGrp/Desc | 1 | ANNUAL CONVENTION |
| IRS990/ProgramServiceRevenueGrp/Desc | 2 | QUARTERLY MEETINGS |
| IRS990/ProgramServiceRevenueGrp/Desc | 3 | OTHER INCOME |
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| IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt | 2 | 28225 |
| IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt | 3 | 7475 |
| IRS990/ProhibitedTaxShelterTransInd | 0 | false |
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| IRS990/PYOtherExpensesAmt | 0 | 576143 |
| IRS990/PYProgramServiceRevenueAmt | 0 | 665718 |
| IRS990/PYRevenuesLessExpensesAmt | 0 | 7898 |
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| IRS990/PYTotalExpensesAmt | 0 | 671516 |
| IRS990/PYTotalRevenueAmt | 0 | 679414 |
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| IRS990/ReportLandBuildingEquipmentInd | 0 | false |
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| IRS990/ReportOtherLiabilitiesInd | 0 | false |
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| IRS990/ScheduleBRequiredInd | 0 | false |
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| IRS990ScheduleC/NonDeductibleLbbyngPltclTotAmt | 0 | 45000 |
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| IRS990ScheduleC/TaxableAmt | 0 | 45000 |
| IRS990/ScheduleJRequiredInd | 0 | false |
| IRS990/ScheduleORequiredInd | 0 | true |
| IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt | 0 | CLASSES OF MEMBERS OR STOCKHOLDERS UTAH OPTOMETRIC ASSOCIATION IS ORGANIZED WITH MEMBERS. REGULAR VOTING MEMBERSHIP IS LIMITED TO INDIVIDUALS LICENSED TO PRACTICE OPTOMETRY IN THE STATE OF UTAH. |
| IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt | 1 | ELECTION OF MEMBERS AND THEIR RIGHTS - THE PRESIDENT ELECT, EXECUTIVE VP, VP OF FINANCE AND VP OF LEGISLATION OF THE BOARD OF DIRECTORS ARE ELECTED BY THE MEMBERS OF THE ASSOCIATION BY A SIMPLE MAJORITY AT THE ANNUAL MEETING. |
| IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt | 2 | ORGANIZATIONS PROCESS TO REVIEW FORM 990 - THE BUDGET AND FINANCE COMMITTEE, CONSISTING OF THE EXECUTIVE DIRECTOR, VP OF FINANCE, AND THE SECOND TERM FINANCE COMMITTEE MEMBER REVIEW AND ACCEPT THE 990. |
| IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt | 3 | ENFORCEMENT OF CONFLICTS POLICY - EVERY MEETING BEGINS WITH THE BOARD MEMBERS SIGNING A FORM SAYING THEY WILL ABIDE BY THE CODE OF CONDUCT. THIS CODE OF CONDUCT INCLUDES ABIDING BY THE CONFILCT OF INTEREST POLICY AND INFORMING THE ORGANIZATION OF ANY CONFLICTS OF INTEREST. |
| IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt | 4 | COMPENSATION PROCESS FOR TOP OFFICIAL - EXECUTIVE DIRECTOR COMPENSATION IS DETERMINED BY THE BOARD USING COMPARISONS OF EXECUTIVE DIRECTOR COMPENSATION AT ORGANIZATIONS IN SURROUNDING STATES WITH SIMILAR SIZE MEMBERSHIPS. ANY COMPENSATION INCREASES ARE BY VOTE OF THE BOARD. |
| IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt | 5 | GOVERNING DOCUMENTS DISCLOSURE EXPALNATION - FURNISHED TO MEMBERS/INTERESTED PARTIES UPON REQUEST. |
| IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt | 6 | UTAH OPTOMETRIC ASSOCIATION RECEIVED FUNDS FROM UTAH VISION TO CARRYOUT HIGHEST PROFESSIONAL STANDARDS IN VISION CARE SO THAT THOSE SERVICES WILL BE PROVIDED TO PATIENTS AND CITIZENS OF UTAH. |
| IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt | 7 | THE UTAH OPTOMETRIC ASSOCIATION (UOA) IS A PROFESSIONAL OPTOMETRIC ASSOCIATION THAT WORKS TO DRIVE THE PROGRESS OF OPTOMETRY IN UTAH. THE PARENT ASSOCIATION IS THE AMERICAN OPTOMETRIC ASSOCIATION. UOA PROVIDES MULTIPLE EDUCATION OPPORTUNITIES THROUGHOUT THE YEAR INCLUDING TWO QUARTERLY MEETINGS; TWO LARGER MEETINGS IN ST GEORGE AND MIDWAY, UTAH IN THE SPRING; AND OTHER QUARTERLY BUSINESS MEETINGS. UOA PROVIDES EDUCATION FOR ITS MEMBERS, FORUMS ON NEW TECHNOLOGIES AND DISCUSSIONS. THE UOA CURRENTLY HAS AROUND 300 ACTIVE MEMBERS. |
| IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc | 0 | Members or stockholder classes and rights Part VI line 6 |
| IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc | 1 | Member election for additional members Part VI line 7a |
| IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc | 2 | Form 990 governing body review Part VI line 11 |
| IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc | 3 | Conflict of interest policy compliance Part VI line 12c |
| IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc | 4 | CEO executive director top management comp Part VI line 15a |
| IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc | 5 | Governing documents etc available to public Part VI line 19 |
| IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc | 6 | Explanation of other changes in net assets or fund balances Part XI line 9 |
| IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc | 7 | Part III response or note to any other line in Part III |
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| IRS990ScheduleR/AssetPurchaseFromOtherOrgInd | 0 | false |
| IRS990ScheduleR/AssetSaleToOtherOrgInd | 0 | false |
| IRS990ScheduleR/DivRelatedOrganizationInd | 0 | false |
| IRS990ScheduleR/GiftGrntCapContriFromOthOrgInd | 0 | false |
| IRS990ScheduleR/GiftGrntOrCapContriToOthOrgInd | 0 | false |
| IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/ControlledOrganizationInd | 0 | false |
| IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/DirectControllingNACd | 0 | N/A |
| IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/DisregardedEntityName/BusinessNameLine1Txt | 0 | UTAH EYECARE FOUNDATION |
| IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/EIN | 0 | 204039219 |
| IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/ExemptCodeSectionTxt | 0 | 501C3 |
| IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/PrimaryActivitiesTxt | 0 | CHARITABLE |
| IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/PublicCharityStatusTxt | 0 | 7 |
| IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/AddressLine1Txt | 0 | PO BOX 862 |
| IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/CityNm | 0 | DRAPER |
| IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/StateAbbreviationCd | 0 | UT |
| IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/ZIPCd | 0 | 84020 |
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| IRS990ScheduleR/PerformOfServicesForOthOrgInd | 0 | false |
| IRS990ScheduleR/ReceiptOfIntAnntsRntsRyltsInd | 0 | false |
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| IRS990ScheduleR/ReimbursementPaidToOtherOrgInd | 0 | false |
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| IRS990ScheduleR/RentalOfFcltsFromOthOrgInd | 0 | false |
| IRS990ScheduleR/SharingOfFacilitiesInd | 0 | true |
| IRS990ScheduleR/TransferFromOtherOrgInd | 0 | false |
| IRS990ScheduleR/TransferToOtherOrgInd | 0 | false |
| IRS990/SchoolOperatingInd | 0 | false |
| IRS990/SignificantChangeInd | 0 | false |
| IRS990/SignificantNewProgramSrvcInd | 0 | false |
| IRS990/SubjectToExcsTaxNetInvstIncInd | 0 | false |
| IRS990/SubjectToProxyTaxInd | 0 | false |
| IRS990/SubjToTaxRmnrtnExPrchtPymtInd | 0 | false |
| IRS990/TaxablePartyNotificationInd | 0 | false |
| IRS990/TaxExemptBondsInd | 0 | false |
| IRS990/TerminateOperationsInd | 0 | false |
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| IRS990/TotalAssetsEOYAmt | 0 | 686833 |
| IRS990/TotalAssetsGrp/BOYAmt | 0 | 621910 |
| IRS990/TotalAssetsGrp/EOYAmt | 0 | 686833 |
| IRS990/TotalCompGreaterThan150KInd | 0 | false |
| IRS990/TotalEmployeeCnt | 0 | 2 |
| IRS990/TotalFunctionalExpensesGrp/FundraisingAmt | 0 | 0 |
| IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt | 0 | 0 |
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| IRS990/TotalFunctionalExpensesGrp/TotalAmt | 0 | 680181 |
| IRS990/TotalGrossUBIAmt | 0 | 0 |
| IRS990/TotalLiabilitiesBOYAmt | 0 | 1610 |
| IRS990/TotalLiabilitiesEOYAmt | 0 | 6235 |
| IRS990/TotalLiabilitiesGrp/BOYAmt | 0 | 1610 |
| IRS990/TotalLiabilitiesGrp/EOYAmt | 0 | 6235 |
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| IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt | 0 | 680598 |
| IRS990/TotalOtherCompensationAmt | 0 | 0 |
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| IRS990/TotalReportableCompFromOrgAmt | 0 | 90000 |
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| IRS990/TotalRevenueGrp/TotalRevenueColumnAmt | 0 | 734049 |
| IRS990/TotalRevenueGrp/UnrelatedBusinessRevenueAmt | 0 | 0 |
| IRS990/TotalVolunteersCnt | 0 | 30 |
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| IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt | 0 | 686833 |
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| IRS990/TransactionWithControlEntInd | 0 | false |
| IRS990/TypeOfOrganizationCorpInd | 0 | X |
| IRS990/UnrelatedBusIncmOverLimitInd | 0 | false |
| IRS990/UponRequestInd | 0 | X |
| IRS990/USAddress/AddressLine1Txt | 0 | 5474 WEST DAYBREAK PARKWAY G3 |
| IRS990/USAddress/CityNm | 0 | SOUTH JORDAN |
| IRS990/USAddress/StateAbbreviationCd | 0 | UT |
| IRS990/USAddress/ZIPCd | 0 | 84009 |
| IRS990/VotingMembersGoverningBodyCnt | 0 | 11 |
| IRS990/VotingMembersIndependentCnt | 0 | 11 |
| IRS990/WebsiteAddressTxt | 0 | WWW.UTAHEYEDOC.ORG |
| IRS990/WhistleblowerPolicyInd | 0 | true |
| ReturnHeader/BuildTS | 0 | 2025-03-06 01:10:19Z |
| ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd | 0 | false |
| ReturnHeader/BusinessOfficerGrp/PersonNm | 0 | JEFF SIMMONS |
| ReturnHeader/BusinessOfficerGrp/PersonTitleTxt | 0 | PRESIDENT |
| ReturnHeader/BusinessOfficerGrp/PhoneNum | 0 | 8018233935 |
| ReturnHeader/BusinessOfficerGrp/SignatureDt | 0 | 2025-08-15 |
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