Civic Intelligence

Utah Optometric Association

990 • Fiscal year 2015 • EIN 87-0399866

Aug 01, 2014 to Jul 31, 2015 • Filed on Jun 14, 2016

4001 S 700 ESalt Lake City, UT 84107

(801) 373-4550

Siviq Scores

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

Liabilities / Assets

39th percentile

0.03x

Higher debt load relative to assets than 39% of similar nonprofits.

2015 filings • 501(c)6 • $500k-$1M nonprofits • Source year 2015

Liabilities / Revenue

55th percentile

0.09x

Higher debt load relative to revenue than 55% of similar nonprofits.

2015 filings • 501(c)6 • $500k-$1M nonprofits • Source year 2015

Net Margin

64th percentile

7.0%

Higher net margin than 64% of similar nonprofits.

2015 filings • 501(c)6 • $500k-$1M nonprofits • Source year 2015

Top Officer Pay

39th percentile

$0

Higher top officer pay than 39% of similar nonprofits.

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

2015 filings • 501(c)6 • $500k-$1M nonprofits • Source year 2015

Asset Growth

58th percentile

6.0%

Faster asset growth than 58% of similar nonprofits.

2015 filings • 501(c)6 • $500k-$1M nonprofits • Annualized from 2014 to 2015

Revenue Growth

34th percentile

-1.5%

Faster revenue growth than 34% of similar nonprofits.

2015 filings • 501(c)6 • $500k-$1M nonprofits • Annualized from 2014 to 2015

Assets

Up

$785,315

Up $44,237 (+6.0%) from 2014

Net Assets

Up

$758,441

Up $19,868 (+2.7%) from 2014

Liabilities

Up

$26,874

Up $24,369 (+973%) from 2014

Revenue

Down

$283,075

Down $4,381 (-1.5%) from 2014

Expenses

Down

$263,207

Down $8,958 (-3.3%) from 2014

Net Income

Up

$19,868

Up $4,577 (+30%) from 2014

Historical Trend

Balance Sheet Trend

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

2015

Assets$785,315
Liabilities$26,874
Net Assets$758,441

Operations Trend

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

2015

Revenue$283,075
Expenses$263,207
Net Income$19,868
Jump To
Filing Snapshot
Filing Period
Aug 1, 2014 to Jul 31, 2015
Signed
Jun 14, 2016
Return Version
2014v6.0
Gross Receipts
$283,075
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$528,913$546,828▲ $17,915
Savings and Temporary Cash Investments$168,799$196,244▲ $27,445
Accounts Receivable$43,366$42,243▼ $1,123
Total Assets$741,078$785,315▲ $44,237
Liabilities
Other Liabilities$2,505$26,874▲ $24,369
Total Liabilities$2,505$26,874▲ $24,369
Net Assets / Fund Balance
Unrestricted Net Assets$738,573$758,441▲ $19,868
Total Net Assets Fund Balance$738,573$758,441▲ $19,868
Total Liabilities and Net Assets / Fund Balance$741,078$785,315▲ $44,237
Compensation and Service Providers

Board Members and Trustees

NameTitle
Craig PoulterPresident
Jarrod DaviesPresident El
James R DavidDirector
Justin HoltDirector
Robert WooldridgeDirector
Robin PriceDirector
Stuart I AndersonDirector
Weston BarneyDirector
James CopePast Preside
Robert F GrayVice Preside
Paul C BrudererVP of Financ
Russ W PurdyVP of Legisl
Revenue and Support

Revenue Composition

Contributions and Grants
$101,309
Program Service Revenue
$139,075
Investment Income
$15,031
Other Revenue
$27,660
All Other Contributions
$18,000
Change in Net Assets
$19,868
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$225,639
Salaries, Compensation, and Employee Benefits$37,568
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Fees for Services Other---$46,755
Fees for Services Lobbying---$27,600
Comp Disqual Persons---$23,599
Occupancy---$13,157
Current Officers, Directors, Trustees, and Key Employees---$12,195
All Other Expenses---$10,955
Fees for Service Investment Mgmnt Fees---$9,613
Other Expenses---$7,726
Travel---$2,440
Advertising---$2,360
Office Expenses---$2,338
Payroll Taxes---$1,774
Information Technology---$463
Insurance---$425
Total Functional Expenses$0$0$0$263,207
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$27,600
Total Nondeductible Lobbying and Political Cost$27,600
Debt and Bond Financing

Other Reported Liabilities

LiabilityAmount
Other Current Liabilities$26,874
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 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

Filer Name
Utah Optometric Association
EIN
87-0399866
Phone
8013734550
Address
4001 S 700 E, SALT LAKE CITY, UT 84107

Signing Officer

Name
Paul C Bruderer
Title
VP of Finance
Phone
8013734550
Signed
2016-06-14
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Paul C Bruderer
Formed
1997
Legal Domicile
Ut
Voting Board Members
12
Independent Board Members
12
Employees
0
Volunteers
12

Preparer

Firm
Larson & Company Pc
Address
9065 SOUTH 1300 EAST, SANDY, UT 84094
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.

Form 990, Part IX, Line 11G

Lamar williams 46,755 0 0

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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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IRS990ScheduleB/ContributorInformationGrp/TotalContributionsAmt0RESTRICTED
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IRS990ScheduleC/CarriedOverAmt027600
IRS990ScheduleC/DuesAssessmentsAmt083309
IRS990ScheduleC/NonDeductibleLbbyngPltclCYAmt027600
IRS990ScheduleC/NonDeductibleLbbyngPltclTotAmt027600
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IRS990ScheduleC/SubstantiallyAllDuesNondedInd0false
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt026874
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc0OTHER CURRENT LIABILITIES
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IRS990/ScheduleJRequiredInd0false
IRS990/ScheduleORequiredInd0true
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/ExplanationTxt3MONTHLY BOARD MEETINGS
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4ALL DOCTORS ARE IN PRIVATE PRACTICE
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5ED COMPENSATION REVIEWED EVERY 3 YEARS BY BOARD
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt6FURNISHED TO MEMBERS/INTERESTED PARTIES UPON REQUEST
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt7LAMAR WILLIAMS 46,755 0 0
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 11B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4FORM 990, PAGE 6, PART VI, LINE 12C
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc5FORM 990, PAGE 6, PART VI, LINE 15A
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc6FORM 990, PAGE 6, PART VI, LINE 19
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc7FORM 990, PART IX, LINE 11G
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IRS990/SubjectToProxyTaxInd0true
IRS990/TaxablePartyNotificationInd0false
IRS990/TaxExemptBondsInd0false
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IRS990/TotalFunctionalExpensesGrp/FundraisingAmt00
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IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt00
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IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesBOYAmt02505
IRS990/TotalLiabilitiesEOYAmt026874
IRS990/TotalLiabilitiesGrp/BOYAmt02505
IRS990/TotalLiabilitiesGrp/EOYAmt026874
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt0738573
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt0758441
IRS990/TotalProgramServiceExpensesAmt0107767
IRS990/TotalProgramServiceRevenueAmt0139075
IRS990/TotalRevenueGrp/ExclusionAmt039674
IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt0142092
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt0283075
IRS990/TotalVolunteersCnt012
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt0741078
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt0785315
IRS990/TravelGrp/TotalAmt02440
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IRS990/UnrelatedBusIncmOverLimitInd0false
IRS990/UnrestrictedNetAssetsGrp/BOYAmt0738573
IRS990/UnrestrictedNetAssetsGrp/EOYAmt0758441
IRS990/UponRequestInd0X
IRS990/USAddress/AddressLine1Txt04001 S 700 E
IRS990/USAddress/CityNm0SALT LAKE CITY
IRS990/USAddress/StateAbbreviationCd0UT
IRS990/USAddress/ZIPCd084107
IRS990/VotingMembersGoverningBodyCnt012
IRS990/VotingMembersIndependentCnt012
IRS990/WhistleblowerPolicyInd0true
ReturnHeader/BuildTS02016-08-17 19:52:53Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0PAUL C BRUDERER
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0VP OF FINANCE
ReturnHeader/BusinessOfficerGrp/PhoneNum08013734550
ReturnHeader/BusinessOfficerGrp/SignatureDt02016-06-14
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0UTAH OPTOMETRIC ASSOCIATION
ReturnHeader/Filer/BusinessNameControlTxt0UTAH
ReturnHeader/Filer/EIN0870399866
ReturnHeader/Filer/PhoneNum08013734550
ReturnHeader/Filer/USAddress/AddressLine1Txt04001 S 700 E
ReturnHeader/Filer/USAddress/CityNm0SALT LAKE CITY
ReturnHeader/Filer/USAddress/StateAbbreviationCd0UT
ReturnHeader/Filer/USAddress/ZIPCd084107
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0870516083
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0LARSON & COMPANY PC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt09065 SOUTH 1300 EAST
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0SANDY
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0UT
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd084094
ReturnHeader/PreparerPersonGrp/PhoneNum08013131900
ReturnHeader/PreparerPersonGrp/PreparationDt02016-06-14
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0DAVID L CRANDALL
ReturnHeader/ReturnTs02016-06-15T15:07:02-05:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/TaxPeriodBeginDt02014-08-01
ReturnHeader/TaxPeriodEndDt02015-07-31
ReturnHeader/TaxYr02014

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

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