Civic Intelligence

Utah Optometric Association

990 • Fiscal year 2016 • EIN 87-0399866

Aug 01, 2015 to Jul 31, 2016 • Filed on Jun 14, 2017

Organization ProfileWWW.UTAHEYEDOC.ORG
4001 S 700 E 5th FloorSalt 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

20th percentile

0.00x

Tied with the lowest-debt nonprofits in its peer group.

2016 filings • 501(c)6 • $500k-$1M nonprofits • Source year 2016

Liabilities / Revenue

20th percentile

0.00x

Tied with the lowest-debt nonprofits in its peer group.

2016 filings • 501(c)6 • $500k-$1M nonprofits • Source year 2016

Net Margin

9th percentile

-15%

Higher net margin than 9% of similar nonprofits.

2016 filings • 501(c)6 • $500k-$1M nonprofits • Source year 2016

Top Officer Pay

42nd percentile

$33,786

Higher top officer pay than 42% of similar nonprofits.

Top officer pay equals 8.9% of source-year revenue.

2016 filings • 501(c)6 • $500k-$1M nonprofits • Source year 2016

Asset Growth

17th percentile

-9.3%

Faster asset growth than 17% of similar nonprofits.

2016 filings • 501(c)6 • $500k-$1M nonprofits • Annualized from 2015 to 2016

Revenue Growth

91st percentile

34%

Faster revenue growth than 91% of similar nonprofits.

2016 filings • 501(c)6 • $500k-$1M nonprofits • Annualized from 2015 to 2016

Balance Sheet
Liabilities / Assets20th percentile

Assets

Down

$712,386

Down $72,929 (-9.3%) from 2015

Net Assets

Down

$712,386

Down $46,055 (-6.1%) from 2015

Liabilities

Down

$0

Down $26,874 (-100%) from 2015

Revenue And Expenses
Liabilities / Revenue20th percentileNet Margin9th percentile

Revenue

Up

$379,681

Up $96,606 (+34%) from 2015

Expenses

Up

$437,362

Up $174,155 (+66%) from 2015

Net Income

Down

-$57,681

Down $77,549 (-390%) from 2015

Historical Trend

Balance Sheet Trend

Asset Growth17th 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

2016

Assets$712,386
Liabilities$0
Net Assets$712,386
Open 2016 Filing

Operations Trend

Revenue Growth91st percentile

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

2016

Revenue$379,681
Expenses$437,362
Net Income-$57,681
Open 2016 Filing
Jump To
Filing Snapshot
Filing Period
Aug 1, 2015 to Jul 31, 2016
Signed
Jun 14, 2017
Return Version
2015v3.0
Gross Receipts
$383,156
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.

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 saftey.

Balance Sheet Detail
LineBeginningEndChange
Assets
Investments in Publicly Traded Securities$546,828$543,803▼ $3,025
Savings and Temporary Cash Investments$196,244$151,246▼ $44,998
Accounts Receivable$42,243$17,337▼ $24,906
Total Assets$785,315$712,386▼ $72,929
Liabilities
Other Liabilities$26,874--
Total Liabilities$26,874$0▼ $26,874
Net Assets / Fund Balance
Unrestricted Net Assets$758,441$712,386▼ $46,055
Total Net Assets Fund Balance$758,441$712,386▼ $46,055
Total Liabilities and Net Assets / Fund Balance$785,315$712,386▼ $72,929
Compensation and Service Providers
Top Officer Pay42nd percentile

Employees

NameTitleFull / Part TimeBaseTotal
Alyssa WhiteExecutive DiFT$33,786$33,786

Board Members and Trustees

NameTitle
Jarrod DaviesPresident
Robert F GrayPresident El
Court WilkinsTrustee
Ian WhippleTrustee
Justin HoltTrustee
Nate BroschinskyTrustee
Robin PriceTrustee
Weston BarneyTrustee
Paul C BrudererExecutive VP
James CopePast Preside
James R DavidVP of Financ
Craig PoulterVP of Legisl
Revenue and Support

Revenue Composition

Contributions and Grants
$7,400
Program Service Revenue
$359,235
Investment Income
$12,246
Other Revenue
$800
All Other Contributions
$7,400
Change in Net Assets
$-57,681
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$370,222
Salaries, Compensation, and Employee Benefits$67,140
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Payments to Affiliates---$130,263
Conferences and Meetings---$93,813
Current Officers, Directors, Trustees, and Key Employees---$61,691
Fees for Services Lobbying---$33,147
Fees for Services Accounting---$13,961
Advertising---$13,620
Office Expenses---$10,481
Fees for Service Investment Mgmnt Fees---$9,642
Travel---$8,790
Other Expenses---$7,580
Payroll Taxes---$5,449
Fees for Services Other---$3,238
Occupancy---$1,918
Insurance---$1,898
All Other Expenses---$1,026
Information Technology---$714
Total Functional Expenses$0$0$0$437,362
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
Total Nondeductible Lobbying and Political Cost$60,747
Current Year Nondeductible Lobbying and Political Cost$33,147
Governance and Compliance

Governance Checklist

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

“Utah optometric association is organized with members. Regular voting membership is limited to individuals licesnsed to practice optometry in the state of utah.”

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

“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, Page 6, Part VI, Line 11B

“The budget and finance committee, consisting of the executive director, vp of finance, and the second term finance committee member, reviews and accepts the 990.”

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

“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 conflict of interest policy and informing the organization of any conflicts of interest.”

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

“Executive director compensation is determined by the board using comparisons of executive director compensation at organizations in surrounding states with similiar size memberships. Any compensation increases are by vote of the 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 5TH FLOOR, SALT LAKE CITY, UT 84107

Signing Officer

Name
Paul C Bruderer
Title
Executive VP
Phone
8013649103
Signed
2017-06-14
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
1
Volunteers
12

Preparer

Firm
Larson & Company Pc
Address
9065 SOUTH 1300 EAST, SANDY, UT 84094
Preparer
Richard Scoresby CPA
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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IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt223880
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt0179141
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt1156214
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt223880
IRS990/ProhibitedTaxShelterTransInd0false
IRS990/PYContributionsGrantsAmt0101309
IRS990/PYInvestmentIncomeAmt015031
IRS990/PYOtherExpensesAmt0225639
IRS990/PYOtherRevenueAmt027660
IRS990/PYProgramServiceRevenueAmt0139075
IRS990/PYRevenuesLessExpensesAmt019868
IRS990/PYSalariesCompEmpBnftPaidAmt037568
IRS990/PYTotalExpensesAmt0263207
IRS990/PYTotalRevenueAmt0283075
IRS990/ReconcilationRevenueExpnssAmt0-57681
IRS990/RegularMonitoringEnfrcInd0true
IRS990/RelatedEntityInd0false
IRS990/RelatedOrganizationCtrlEntInd0false
IRS990/ReportInvestmentsOtherSecInd0false
IRS990/ReportLandBuildingEquipmentInd0false
IRS990/ReportOtherAssetsInd0false
IRS990/ReportOtherLiabilitiesInd0false
IRS990/ReportProgramRelatedInvstInd0false
IRS990/SavingsAndTempCashInvstGrp/BOYAmt0196244
IRS990/SavingsAndTempCashInvstGrp/EOYAmt0151246
IRS990/ScheduleBRequiredInd0false
IRS990ScheduleC/AggregateReportedDuesNtcAmt038820
IRS990ScheduleC/AgreeCarryoverPriorYearInd0true
IRS990ScheduleC/CarriedOverAmt021927
IRS990ScheduleC/DuesAssessmentsAmt0179141
IRS990ScheduleC/NonDedLbbyngPltclCyovAmt027600
IRS990ScheduleC/NonDeductibleLbbyngPltclCYAmt033147
IRS990ScheduleC/NonDeductibleLbbyngPltclTotAmt060747
IRS990ScheduleC/OnlyInHouseLobbyingInd0false
IRS990ScheduleC/SubstantiallyAllDuesNondedInd0false
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/ExplanationTxt1UTAH OPTOMETRIC ASSOCIATION IS ORGANIZED WITH MEMBERS. REGULAR VOTING MEMBERSHIP IS LIMITED TO INDIVIDUALS LICESNSED TO PRACTICE OPTOMETRY IN THE STATE OF UTAH.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2THE 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/ExplanationTxt3THE BUDGET AND FINANCE COMMITTEE, CONSISTING OF THE EXECUTIVE DIRECTOR, VP OF FINANCE, AND THE SECOND TERM FINANCE COMMITTEE MEMBER, REVIEWS AND ACCEPTS THE 990.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4EVERY 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 CONFLICT OF INTEREST POLICY AND INFORMING THE ORGANIZATION OF ANY CONFLICTS OF INTEREST.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5EXECUTIVE DIRECTOR COMPENSATION IS DETERMINED BY THE BOARD USING COMPARISONS OF EXECUTIVE DIRECTOR COMPENSATION AT ORGANIZATIONS IN SURROUNDING STATES WITH SIMILIAR SIZE MEMBERSHIPS. ANY COMPENSATION INCREASES ARE BY VOTE OF THE BOARD.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt6FURNISHED 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 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
IRS990/SchoolOperatingInd0false
IRS990/SignificantChangeInd0false
IRS990/SignificantNewProgramSrvcInd0false
IRS990/SubjectToProxyTaxInd0true
IRS990/TaxablePartyNotificationInd0false
IRS990/TaxExemptBondsInd0false
IRS990/TempOrPermanentEndowmentsInd0false
IRS990/TerminateOperationsInd0false
IRS990/TotalAssetsBOYAmt0785315
IRS990/TotalAssetsEOYAmt0712386
IRS990/TotalAssetsGrp/BOYAmt0785315
IRS990/TotalAssetsGrp/EOYAmt0712386
IRS990/TotalCompGreaterThan150KInd0false
IRS990/TotalContributionsAmt07400
IRS990/TotalEmployeeCnt01
IRS990/TotalFunctionalExpensesGrp/FundraisingAmt00
IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt00
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt00
IRS990/TotalFunctionalExpensesGrp/TotalAmt0437362
IRS990/TotalGrossUBIAmt0800
IRS990/TotalLiabilitiesBOYAmt026874
IRS990/TotalLiabilitiesEOYAmt00
IRS990/TotalLiabilitiesGrp/BOYAmt026874
IRS990/TotalLiabilitiesGrp/EOYAmt00
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt0758441
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt0712386
IRS990/TotalProgramServiceRevenueAmt0359235
IRS990/TotalReportableCompFromOrgAmt033786
IRS990/TotalRevenueGrp/ExclusionAmt014074
IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt0357407
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt0379681
IRS990/TotalRevenueGrp/UnrelatedBusinessRevenueAmt0800
IRS990/TotalVolunteersCnt012
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt0785315
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt0712386
IRS990/TravelGrp/TotalAmt08790
IRS990/TypeOfOrganizationCorpInd0X
IRS990/UnrelatedBusIncmOverLimitInd0false
IRS990/UnrestrictedNetAssetsGrp/BOYAmt0758441
IRS990/UnrestrictedNetAssetsGrp/EOYAmt0712386
IRS990/UponRequestInd0X
IRS990/USAddress/AddressLine1Txt04001 S 700 E 5TH FLOOR
IRS990/USAddress/CityNm0SALT LAKE CITY
IRS990/USAddress/StateAbbreviationCd0UT
IRS990/USAddress/ZIPCd084107
IRS990/VotingMembersGoverningBodyCnt012
IRS990/VotingMembersIndependentCnt012
IRS990/WebsiteAddressTxt0WWW.UTAHEYEDOC.ORG
IRS990/WhistleblowerPolicyInd0true
ReturnHeader/BuildTS02017-02-10 21:41:12Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0PAUL C BRUDERER
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0EXECUTIVE VP
ReturnHeader/BusinessOfficerGrp/PhoneNum08013649103
ReturnHeader/BusinessOfficerGrp/SignatureDt02017-06-14
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0UTAH OPTOMETRIC ASSOCIATION
ReturnHeader/Filer/BusinessNameControlTxt0UTAH
ReturnHeader/Filer/EIN0870399866
ReturnHeader/Filer/PhoneNum08013734550
ReturnHeader/Filer/USAddress/AddressLine1Txt04001 S 700 E 5TH FLOOR
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/PreparationDt02017-06-14
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0RICHARD SCORESBY CPA
ReturnHeader/ReturnTs02017-06-15T14:01:46-06:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/TaxPeriodBeginDt02015-08-01
ReturnHeader/TaxPeriodEndDt02016-07-31
ReturnHeader/TaxYr02015

Document Assets

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Filings

Displayed year

2016 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$712,386
Liabilities
$0
Net assets
$712,386
Revenue
$379,681
Expenses
$437,362
Net income
-$57,681
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