Civic Intelligence

Utah Optometric Association

990 • Fiscal year 2014 • EIN 87-0399866

Aug 01, 2013 to Jul 31, 2014 • Filed on Jun 15, 2015

Organization ProfileWWW.UTAHEYEDOC.ORG
4001 S 700 E84107

(801) 373-4550

Siviq Scores

Precomputed percentiles for this filing year versus similar nonprofits in the same peer cohort.

Liabilities / Assets

24th percentile

0.00x

Higher debt load relative to assets than 24% of similar nonprofits.

2014 filings • 501(c)6 • $500k-$1M nonprofits • Source year 2014

Liabilities / Revenue

28th percentile

0.01x

Higher debt load relative to revenue than 28% of similar nonprofits.

2014 filings • 501(c)6 • $500k-$1M nonprofits • Source year 2014

Net Margin

58th percentile

5.3%

Higher net margin than 58% of similar nonprofits.

2014 filings • 501(c)6 • $500k-$1M nonprofits • Source year 2014

Top Officer Pay

37th percentile

$0

Higher top officer pay than 37% of similar nonprofits.

Top officer pay equals 0.0% of source-year revenue.

2014 filings • 501(c)6 • $500k-$1M nonprofits • Source year 2014

Asset Growth

45th percentile

2.1%

Faster asset growth than 45% of similar nonprofits.

2014 filings • 501(c)6 • $500k-$1M nonprofits • Annualized from 2013 to 2014

Revenue Growth

Score unavailable

No value available

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

Source year 2014

Balance Sheet
Liabilities / Assets24th percentile

Assets

Up

$741,078

Up $15,292 (+2.1%) from 2013

Net Assets

Up

$738,573

Up $15,291 (+2.1%) from 2013

Liabilities

Up

$2,505

Up $1 (+0.0%) from 2013

Revenue And Expenses
Liabilities / Revenue28th percentileNet Margin58th percentile

Revenue

$287,456

No earlier filing loaded for comparison.

Expenses

Up

$272,165

Up $114,625 (+73%) from 2013

Net Income

$15,291

No earlier filing loaded for comparison.

Historical Trend

Balance Sheet Trend

Asset Growth45th percentile

The highlighted filing sits inside the broader history for assets, liabilities, and net assets.

$1.0M$500K$0Assets 2011: $522,011Liabilities 2011: $36,250Net Assets 2011: $485,7612011Assets 2012: $623,859Liabilities 2012: $22,977Net Assets 2012: $600,8822012Assets 2013: $725,786Liabilities 2013: $2,504Net Assets 2013: $723,2822013Assets 2014: $741,078Liabilities 2014: $2,505Net Assets 2014: $738,5732014Assets 2015: $785,315Liabilities 2015: $26,874Net Assets 2015: $758,4412015Assets 2016: $712,386Liabilities 2016: $0Net Assets 2016: $712,3862016Assets 2017: $794,785Liabilities 2017: $9,121Net Assets 2017: $785,6642017Assets 2018: $814,132Liabilities 2018: $6,575Net Assets 2018: $807,5572018Assets 2019: $824,044Liabilities 2019: $0Net Assets 2019: $824,0442019Assets 2020: $851,771Liabilities 2020: $0Net Assets 2020: $851,7712020Assets 2021: $909,778Liabilities 2021: $45,000Net Assets 2021: $864,7782021Assets 2022: $634,781Liabilities 2022: $50,000Net Assets 2022: $584,7812022Assets 2023: $534,291Liabilities 2023: $0Net Assets 2023: $534,2912023Assets 2024: $621,910Liabilities 2024: $1,610Net Assets 2024: $620,3002024Assets 2025: $686,833Liabilities 2025: $6,235Net Assets 2025: $680,5982025

Highlighted filing

2014

Assets$741,078
Liabilities$2,505
Net Assets$738,573
Open 2014 Filing

Operations Trend

Revenue GrowthScore unavailable

Revenue, expenses, and net income across loaded years, with this filing highlighted.

$1.0M$500K$0-$500KExpenses 2011: $158,8062011Expenses 2012: $202,8042012Expenses 2013: $157,5402013Revenue 2014: $287,456Expenses 2014: $272,165Net Income 2014: $15,2912014Revenue 2015: $283,075Expenses 2015: $263,207Net Income 2015: $19,8682015Revenue 2016: $379,681Expenses 2016: $437,362Net Income 2016: -$57,6812016Revenue 2017: $457,274Expenses 2017: $411,774Net Income 2017: $45,5002017Revenue 2018: $484,868Expenses 2018: $498,925Net Income 2018: -$14,0572018Revenue 2019: $557,420Expenses 2019: $525,785Net Income 2019: $31,6352019Revenue 2020: $383,234Expenses 2020: $353,253Net Income 2020: $29,9812020Revenue 2021: $551,725Expenses 2021: $559,110Net Income 2021: -$7,3852021Revenue 2022: $587,739Expenses 2022: $768,779Net Income 2022: -$181,0402022Revenue 2023: $586,852Expenses 2023: $624,593Net Income 2023: -$37,7412023Revenue 2024: $679,414Expenses 2024: $671,516Net Income 2024: $7,8982024Revenue 2025: $734,049Expenses 2025: $680,181Net Income 2025: $53,8682025

Highlighted filing

2014

Revenue$287,456
Expenses$272,165
Net Income$15,291
Open 2014 Filing
Jump To
Filing Snapshot
Filing Period
Aug 1, 2013 to Jul 31, 2014
Signed
Jun 15, 2015
Return Version
2013v4.0
Gross Receipts
$287,456
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.

Balance Sheet Detail
LineBeginningEndChange
Assets
Investments in Publicly Traded Securities$483,151$528,913▲ $45,762
Savings and Temporary Cash Investments$138,735$168,801▲ $30,066
Accounts Receivable$46,565$43,366▼ $3,199
Cash and Non-Interest-Bearing Accounts$57,335$-2▼ $57,337
Total Assets$725,786$741,078▲ $15,292
Liabilities
Other Liabilities-$2,505-
Accounts Payable and Accrued Expenses$2,504--
Total Liabilities$2,504$2,505▲ $1
Net Assets / Fund Balance
Unrestricted Net Assets$723,282$738,573▲ $15,291
Total Net Assets Fund Balance$723,282$738,573▲ $15,291
Total Liabilities and Net Assets / Fund Balance$725,786$741,078▲ $15,292
Compensation and Service Providers
Top Officer Pay37th percentile

Board Members and Trustees

NameTitle
James CopePresident
Craig PoulterPresident El
Brittany CapstickDirector
James R DavidDirector
Robert F GrayDirector
Roland AbundoDirector
Richard YardleyPast Preside
Robert WooldridgeVice Preside
Jarrod DaviesVP of Financ
Russ W PurdyVP of Legisl
Revenue and Support

Revenue Composition

Contributions and Grants
$93,435
Program Service Revenue
$133,261
Investment Income
$22,618
Other Revenue
$38,142
Change in Net Assets
$15,291
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$210,260
Salaries, Compensation, and Employee Benefits$61,905
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Comp Disqual Persons---$58,766
Fees for Services Lobbying---$42,500
All Other Expenses---$20,396
Fees for Services Accounting---$8,879
Other Expenses---$6,579
Fees for Service Investment Mgmnt Fees---$5,793
Occupancy---$5,335
Other Employee Benefits---$3,139
Information Technology---$1,917
Office Expenses---$1,708
Insurance---$425
Advertising---$149
Total Functional Expenses$0$0$0$272,165
Fundraising, Events, and Gaming
Fundraising activities
No
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Professional Fundraising Fees$0
Political and Lobbying Activity
Political campaign activity
No
In-house lobbying only
No
Subject to proxy tax
Yes

Reported Spending and Taxes

Line ItemAmount
Current Year Nondeductible Lobbying and Political Cost$42,500
Total Nondeductible Lobbying and Political Cost$42,500
Debt and Bond Financing

Other Reported Liabilities

LiabilityAmount
Other Current Liabilities$2,505
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
Yes
Backup withholding compliance
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

Form 990, Page 6, Part VI, Line 6

“ORGANIZATION HAS MEMBERS”

Form 990, Page 6, Part VI, Line 7A

“Memebers are elected to the board of directors”

Form 990, Page 6, Part VI, Line 8B

“Committees do not have authority to act independently of the board”

Form 990, Page 6, Part VI, Line 11B

“MONTHLY BOARD MEETINGS”

Form 990, Page 6, Part VI, Line 12C

“All doctors are in private practice”

Form 990, Page 6, Part VI, Line 15A

“Ed compensation reviewed every 3 years by board”

Form 990, Page 6, Part VI, Line 19

“Furnished to members/interested parties upon request”

Filing and Contact Details

Filer

EIN
87-0399866
Phone
8013734550

Signing Officer

Name
Jarrod Davies
Title
VP of Finance
Phone
8013734550
Signed
2015-06-15
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Jarrod Davies
Formed
1997
Legal Domicile
Ut
Voting Board Members
13
Independent Board Members
12
Employees
0
Volunteers
12

Preparer

Preparer
David L Crandall
Phone
8013131900
Supplemental Narrative

Additional Explanations

FORM 990 - ORGANIZATION'S 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.”

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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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IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0EYE 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.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1ORGANIZATION HAS MEMBERS
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2MEMEBERS ARE ELECTED TO THE BOARD OF DIRECTORS
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3COMMITTEES DO NOT HAVE AUTHORITY TO ACT INDEPENDENTLY OF THE BOARD
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4MONTHLY BOARD MEETINGS
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5ALL DOCTORS ARE IN PRIVATE PRACTICE
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt6ED COMPENSATION REVIEWED EVERY 3 YEARS BY BOARD
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt7FURNISHED TO MEMBERS/INTERESTED PARTIES UPON REQUEST
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990 - ORGANIZATION'S MISSION
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990, PAGE 6, PART VI, LINE 6
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990, PAGE 6, PART VI, LINE 7A
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3FORM 990, PAGE 6, PART VI, LINE 8B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4FORM 990, PAGE 6, PART VI, LINE 11B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc5FORM 990, PAGE 6, PART VI, LINE 12C
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc6FORM 990, PAGE 6, PART VI, LINE 15A
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc7FORM 990, PAGE 6, PART VI, LINE 19
IRS990/SchoolOperatingInd0false
IRS990/SignificantChangeInd0false
IRS990/SignificantNewProgramSrvcInd0false
IRS990/SubjectToProxyTaxInd0true
IRS990/TaxablePartyNotificationInd0false
IRS990/TaxExemptBondsInd0false
IRS990/TempOrPermanentEndowmentsInd0false
IRS990/TerminateOperationsInd0false
IRS990/TotalAssetsBOYAmt0725786
IRS990/TotalAssetsEOYAmt0741078
IRS990/TotalAssetsGrp/BOYAmt0725786
IRS990/TotalAssetsGrp/EOYAmt0741078
IRS990/TotalCompGreaterThan150KInd0false
IRS990/TotalContributionsAmt093435
IRS990/TotalEmployeeCnt00
IRS990/TotalFunctionalExpensesGrp/FundraisingAmt00
IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt00
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt00
IRS990/TotalFunctionalExpensesGrp/TotalAmt0272165
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesBOYAmt02504
IRS990/TotalLiabilitiesEOYAmt02505
IRS990/TotalLiabilitiesGrp/BOYAmt02504
IRS990/TotalLiabilitiesGrp/EOYAmt02505
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt0723282
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt0738573
IRS990/TotalProgramServiceExpensesAmt0123713
IRS990/TotalProgramServiceRevenueAmt0133261
IRS990/TotalRevenueGrp/ExclusionAmt051627
IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt0142394
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt0287456
IRS990/TotalVolunteersCnt012
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt0725786
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt0741078
IRS990/TypeOfOrganizationCorpInd0X
IRS990/UnrelatedBusIncmOverLimitInd0false
IRS990/UnrestrictedNetAssetsGrp/BOYAmt0723282
IRS990/UnrestrictedNetAssetsGrp/EOYAmt0738573
IRS990/USAddress/AddressLine104001 S 700 E
IRS990/USAddress/City0SALT LAKE CITY
IRS990/USAddress/State0UT
IRS990/USAddress/ZIPCode084107
IRS990/VotingMembersGoverningBodyCnt013
IRS990/VotingMembersIndependentCnt012
IRS990/WhistleblowerPolicyInd0true
ReturnHeader/BuildTS02016-02-25 16:41:14Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0JARROD DAVIES
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0VP OF FINANCE
ReturnHeader/BusinessOfficerGrp/PhoneNum08013734550
ReturnHeader/BusinessOfficerGrp/SignatureDt02015-06-15
ReturnHeader/Filer/BusinessName/BusinessNameLine10UTAH OPTOMETRIC ASSOCIATION
ReturnHeader/Filer/BusinessNameControlTxt0UTAH
ReturnHeader/Filer/EIN0870399866
ReturnHeader/Filer/PhoneNum08013734550
ReturnHeader/Filer/USAddress/AddressLine104001 S 700 E
ReturnHeader/Filer/USAddress/City0SALT LAKE CITY
ReturnHeader/Filer/USAddress/State0UT
ReturnHeader/Filer/USAddress/ZIPCode084107
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0870516083
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine10LARSON & COMPANY PC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine109065 SOUTH 1300 EAST
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/City0SANDY
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/State0UT
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCode084094
ReturnHeader/PreparerPersonGrp/PhoneNum08013131900
ReturnHeader/PreparerPersonGrp/PreparationDt02015-06-16
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0DAVID L CRANDALL
ReturnHeader/ReturnTs02015-06-18T12:24:23-05:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/TaxPeriodBeginDt02013-08-01
ReturnHeader/TaxPeriodEndDt02014-07-31
ReturnHeader/TaxYr02013

Document Assets

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Filings

Displayed year

2014 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$741,078
Liabilities
$2,505
Net assets
$738,573
Revenue
$287,456
Expenses
$272,165
Net income
$15,291
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.$6.87$0.06$6.81$7.34$6.80$0.54
2024Detailed filing. Detailed filing data is available for this year.$6.22$0.02$6.20$6.79$6.72$0.08
2023Detailed filing. Detailed filing data is available for this year.$5.34$0.00$5.34$5.87$6.25$0.38
2022Detailed filing. Detailed filing data is available for this year.$6.35$0.50$5.85$5.88$7.69$1.81
2021Detailed filing. Detailed filing data is available for this year.$9.10$0.45$8.65$5.52$5.59$0.07
2020Detailed filing. Detailed filing data is available for this year.$8.52$0.00$8.52$3.83$3.53$0.30
2019Detailed filing. Detailed filing data is available for this year.$8.24$0.00$8.24$5.57$5.26$0.32
2018Detailed filing. Detailed filing data is available for this year.$8.14$0.07$8.08$4.85$4.99$0.14
2017Detailed filing. Detailed filing data is available for this year.$7.95$0.09$7.86$4.57$4.12$0.46
2016Detailed filing. Detailed filing data is available for this year.$7.12$0.00$7.12$3.80$4.37$0.58
2015Detailed filing. Detailed filing data is available for this year.$7.85$0.27$7.58$2.83$2.63$0.20
2014Detailed filing. Detailed filing data is available for this year.$7.41$0.03$7.39$2.87$2.72$0.15
2013Facts available. Structured filing facts are available, but richer extracted sections are limited.$7.26$0.03$7.23$1.58
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$6.24$0.23$6.01$2.03
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$5.22$0.36$4.86$1.59