Civic Intelligence

Utah Optometric Association

990 • Fiscal year 2017 • EIN 87-0399866

Aug 01, 2016 to Jul 31, 2017 • Filed on Jun 14, 2018

Organization ProfileWWW.UTAHEYEDOC.ORG
PO Box 862Draper, UT 84020

(801) 373-4550

Siviq Scores

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

Liabilities / Assets

32nd percentile

0.01x

Higher debt load relative to assets than 32% of similar nonprofits.

2017 filings • 501(c)6 • $500k-$1M nonprofits • Source year 2017

Liabilities / Revenue

36th percentile

0.02x

Higher debt load relative to revenue than 36% of similar nonprofits.

2017 filings • 501(c)6 • $500k-$1M nonprofits • Source year 2017

Net Margin

70th percentile

10.0%

Higher net margin than 70% of similar nonprofits.

2017 filings • 501(c)6 • $500k-$1M nonprofits • Source year 2017

Top Officer Pay

50th percentile

$60,400

Higher top officer pay than 50% of similar nonprofits.

Top officer pay equals 13.2% of source-year revenue.

2017 filings • 501(c)6 • $500k-$1M nonprofits • Source year 2017

Asset Growth

67th percentile

12%

Faster asset growth than 67% of similar nonprofits.

2017 filings • 501(c)6 • $500k-$1M nonprofits • Annualized from 2016 to 2017

Revenue Growth

83rd percentile

20%

Faster revenue growth than 83% of similar nonprofits.

2017 filings • 501(c)6 • $500k-$1M nonprofits • Annualized from 2016 to 2017

Balance Sheet
Liabilities / Assets32nd percentile

Assets

Up

$794,785

Up $82,399 (+12%) from 2016

Net Assets

Up

$785,664

Up $73,278 (+10%) from 2016

Liabilities

Up

$9,121

Up $9,121 from 2016

Revenue And Expenses
Liabilities / Revenue36th percentileNet Margin70th percentile

Revenue

Up

$457,274

Up $77,593 (+20%) from 2016

Expenses

Down

$411,774

Down $25,588 (-5.9%) from 2016

Net Income

Up

$45,500

Up $103,181 (+179%) from 2016

Historical Trend

Balance Sheet Trend

Asset Growth67th 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

2017

Assets$794,785
Liabilities$9,121
Net Assets$785,664
Open 2017 Filing

Operations Trend

Revenue Growth83rd 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

2017

Revenue$457,274
Expenses$411,774
Net Income$45,500
Open 2017 Filing
Jump To
Filing Snapshot
Filing Period
Aug 1, 2016 to Jul 31, 2017
Signed
Jun 14, 2018
Return Version
2016v3.1
Gross Receipts
$457,274
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$543,803$638,347▲ $94,544
Savings and Temporary Cash Investments$151,246$134,006▼ $17,240
Accounts Receivable$17,337$22,432▲ $5,095
Total Assets$712,386$794,785▲ $82,399
Liabilities
Other Liabilities-$4,946-
Accounts Payable and Accrued Expenses-$4,175-
Total Liabilities$0$9,121▲ $9,121
Net Assets / Fund Balance
Unrestricted Net Assets$712,386$785,664▲ $73,278
Total Net Assets Fund Balance$712,386$785,664▲ $73,278
Total Liabilities and Net Assets / Fund Balance$712,386$794,785▲ $82,399
Compensation and Service Providers
Top Officer Pay50th percentile

Employees

NameTitleFull / Part TimeBaseTotal
Alyssa WhiteExecutive DiFT$60,400$60,400

Board Members and Trustees

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

Revenue Composition

Contributions and Grants
$0
Program Service Revenue
$438,268
Investment Income
$18,756
Other Revenue
$250
Change in Net Assets
$45,500
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$346,344
Salaries, Compensation, and Employee Benefits$65,430
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Conferences and Meetings---$141,104
Payments to Affiliates---$113,683
Current Officers, Directors, Trustees, and Key Employees---$60,700
Fees for Services Lobbying---$39,386
Office Expenses---$11,825
Fees for Services Accounting---$9,123
Advertising---$6,599
Fees for Service Investment Mgmnt Fees---$5,299
Payroll Taxes---$4,730
Insurance---$2,373
Occupancy---$1,163
All Other Expenses---$1,083
Other Expenses---$794
Travel---$281
Information Technology---$246
Total Functional Expenses$0$0$0$411,774
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$61,313
Current Year Nondeductible Lobbying and Political Cost$39,386
Debt and Bond Financing

Other Reported Liabilities

LiabilityAmount
Due to Uoa Pac$4,946
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 licensed 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
PO BOX 862, DRAPER, UT 84020

Signing Officer

Name
Robin Price
Title
VP of Finance
Phone
8013649103
Signed
2018-06-14
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, Part XI, Line 9

“ROUNDING ADJUSTMENT 5”

Raw XML Appendix367 raw XML fields

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/PYInvestmentIncomeAmt012246
IRS990/PYOtherExpensesAmt0370222
IRS990/PYOtherRevenueAmt0800
IRS990/PYProgramServiceRevenueAmt0359235
IRS990/PYRevenuesLessExpensesAmt0-57681
IRS990/PYSalariesCompEmpBnftPaidAmt067140
IRS990/PYTotalExpensesAmt0437362
IRS990/PYTotalRevenueAmt0379681
IRS990/ReconcilationRevenueExpnssAmt045500
IRS990/RegularMonitoringEnfrcInd0true
IRS990/RelatedEntityInd0false
IRS990/RelatedOrganizationCtrlEntInd0false
IRS990/ReportInvestmentsOtherSecInd0false
IRS990/ReportLandBuildingEquipmentInd0false
IRS990/ReportOtherAssetsInd0false
IRS990/ReportOtherLiabilitiesInd0true
IRS990/ReportProgramRelatedInvstInd0false
IRS990/SavingsAndTempCashInvstGrp/BOYAmt0151246
IRS990/SavingsAndTempCashInvstGrp/EOYAmt0134006
IRS990/ScheduleBRequiredInd0false
IRS990ScheduleC/AggregateReportedDuesNtcAmt061138
IRS990ScheduleC/AgreeCarryoverPriorYearInd0true
IRS990ScheduleC/CarriedOverAmt0175
IRS990ScheduleC/DuesAssessmentsAmt0243635
IRS990ScheduleC/NonDedLbbyngPltclCyovAmt021927
IRS990ScheduleC/NonDeductibleLbbyngPltclCYAmt039386
IRS990ScheduleC/NonDeductibleLbbyngPltclTotAmt061313
IRS990ScheduleC/OnlyInHouseLobbyingInd0false
IRS990ScheduleC/SubstantiallyAllDuesNondedInd0false
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt04946
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc0DUE TO UOA PAC
IRS990ScheduleD/TotalLiabilityAmt04946
IRS990/ScheduleJRequiredInd0false
IRS990/ScheduleORequiredInd0true
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0UTAH OPTOMETRIC ASSOCIATION IS ORGANIZED WITH MEMBERS. REGULAR VOTING MEMBERSHIP IS LIMITED TO INDIVIDUALS LICENSED TO PRACTICE OPTOMETRY IN THE STATE OF UTAH.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1THE 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/ExplanationTxt2THE 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/ExplanationTxt3EVERY 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/ExplanationTxt4EXECUTIVE 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/ExplanationTxt5FURNISHED TO MEMBERS/INTERESTED PARTIES UPON REQUEST
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt6ROUNDING ADJUSTMENT 5
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990, PAGE 6, PART VI, LINE 6
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990, PAGE 6, PART VI, LINE 7A
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990, PAGE 6, PART VI, LINE 11B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3FORM 990, PAGE 6, PART VI, LINE 12C
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4FORM 990, PAGE 6, PART VI, LINE 15A
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc5FORM 990, PAGE 6, PART VI, LINE 19
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc6FORM 990, PART XI, LINE 9
IRS990/SchoolOperatingInd0false
IRS990/SignificantChangeInd0false
IRS990/SignificantNewProgramSrvcInd0false
IRS990/SubjectToProxyTaxInd0true
IRS990/TaxablePartyNotificationInd0false
IRS990/TaxExemptBondsInd0false
IRS990/TempOrPermanentEndowmentsInd0false
IRS990/TerminateOperationsInd0false
IRS990/TotalAssetsBOYAmt0712386
IRS990/TotalAssetsEOYAmt0794785
IRS990/TotalAssetsGrp/BOYAmt0712386
IRS990/TotalAssetsGrp/EOYAmt0794785
IRS990/TotalCompGreaterThan150KInd0false
IRS990/TotalEmployeeCnt01
IRS990/TotalFunctionalExpensesGrp/FundraisingAmt00
IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt00
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt00
IRS990/TotalFunctionalExpensesGrp/TotalAmt0411774
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesEOYAmt09121
IRS990/TotalLiabilitiesGrp/BOYAmt00
IRS990/TotalLiabilitiesGrp/EOYAmt09121
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt0712386
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt0785664
IRS990/TotalProgramServiceRevenueAmt0438268
IRS990/TotalReportableCompFromOrgAmt060400
IRS990/TotalRevenueGrp/ExclusionAmt019006
IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt0438268
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt0457274
IRS990/TotalVolunteersCnt012
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt0712386
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt0794785
IRS990/TravelGrp/TotalAmt0281
IRS990/TypeOfOrganizationCorpInd0X
IRS990/UnrelatedBusIncmOverLimitInd0false
IRS990/UnrestrictedNetAssetsGrp/BOYAmt0712386
IRS990/UnrestrictedNetAssetsGrp/EOYAmt0785664
IRS990/UponRequestInd0X
IRS990/USAddress/AddressLine1Txt0PO BOX 862
IRS990/USAddress/CityNm0DRAPER
IRS990/USAddress/StateAbbreviationCd0UT
IRS990/USAddress/ZIPCd084020
IRS990/VotingMembersGoverningBodyCnt012
IRS990/VotingMembersIndependentCnt012
IRS990/WebsiteAddressTxt0WWW.UTAHEYEDOC.ORG
IRS990/WhistleblowerPolicyInd0true
ReturnHeader/BuildTS02018-06-14 16:35:46Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0ROBIN PRICE
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0VP OF FINANCE
ReturnHeader/BusinessOfficerGrp/PhoneNum08013649103
ReturnHeader/BusinessOfficerGrp/SignatureDt02018-06-14
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0UTAH OPTOMETRIC ASSOCIATION
ReturnHeader/Filer/BusinessNameControlTxt0UTAH
ReturnHeader/Filer/EIN0870399866
ReturnHeader/Filer/PhoneNum08013734550
ReturnHeader/Filer/USAddress/AddressLine1Txt0PO BOX 862
ReturnHeader/Filer/USAddress/CityNm0DRAPER
ReturnHeader/Filer/USAddress/StateAbbreviationCd0UT
ReturnHeader/Filer/USAddress/ZIPCd084020
ReturnHeader/FilingSecurityInformation/AtSubmissionCreationDeviceId05AD1845C89208DCF4EB34942E7526F6F049E123B
ReturnHeader/FilingSecurityInformation/AtSubmissionFilingDeviceId05AD1845C89208DCF4EB34942E7526F6F049E123B
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/PreparationDt02018-06-14
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0RICHARD SCORESBY CPA
ReturnHeader/ReturnTs02018-06-15T08:12:28-06:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/TaxPeriodBeginDt02016-08-01
ReturnHeader/TaxPeriodEndDt02017-07-31
ReturnHeader/TaxYr02016

Document Assets

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Filings

Displayed year

2017 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$794,785
Liabilities
$9,121
Net assets
$785,664
Revenue
$457,274
Expenses
$411,774
Net income
$45,500
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