Civic Intelligence

Utah Optometric Association

990 • Fiscal year 2019 • EIN 87-0399866

Aug 01, 2018 to Jul 31, 2019 • Filed on Jul 14, 2020

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

22nd percentile

0.00x

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

2019 filings • 501(c)6 • $500k-$1M nonprofits • Source year 2019

Liabilities / Revenue

22nd percentile

0.00x

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

2019 filings • 501(c)6 • $500k-$1M nonprofits • Source year 2019

Net Margin

57th percentile

5.7%

Higher net margin than 57% of similar nonprofits.

2019 filings • 501(c)6 • $500k-$1M nonprofits • Source year 2019

Top Officer Pay

55th percentile

$66,600

Higher top officer pay than 55% of similar nonprofits.

Top officer pay equals 11.9% of source-year revenue.

2019 filings • 501(c)6 • $500k-$1M nonprofits • Source year 2019

Asset Growth

38th percentile

1.2%

Faster asset growth than 38% of similar nonprofits.

2019 filings • 501(c)6 • $500k-$1M nonprofits • Annualized from 2018 to 2019

Revenue Growth

76th percentile

15%

Faster revenue growth than 76% of similar nonprofits.

2019 filings • 501(c)6 • $500k-$1M nonprofits • Annualized from 2018 to 2019

Balance Sheet
Liabilities / Assets22nd percentile

Assets

Up

$824,044

Up $9,912 (+1.2%) from 2018

Net Assets

Up

$824,044

Up $16,487 (+2.0%) from 2018

Liabilities

Down

$0

Down $6,575 (-100%) from 2018

Revenue And Expenses
Liabilities / Revenue22nd percentileNet Margin57th percentile

Revenue

Up

$557,420

Up $72,552 (+15%) from 2018

Expenses

Up

$525,785

Up $26,860 (+5.4%) from 2018

Net Income

Up

$31,635

Up $45,692 (+325%) from 2018

Historical Trend

Balance Sheet Trend

Asset Growth38th 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

2019

Assets$824,044
Liabilities$0
Net Assets$824,044
Open 2019 Filing

Operations Trend

Revenue Growth76th 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

2019

Revenue$557,420
Expenses$525,785
Net Income$31,635
Open 2019 Filing
Jump To
Filing Snapshot
Filing Period
Aug 1, 2018 to Jul 31, 2019
Signed
Jul 14, 2020
Return Version
2018v3.2
Gross Receipts
$557,420
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$682,277$710,334▲ $28,057
Accounts Receivable$40,528$66,441▲ $25,913
Savings and Temporary Cash Investments$91,327$47,269▼ $44,058
Total Assets$814,132$824,044▲ $9,912
Liabilities
Accounts Payable and Accrued Expenses$6,575--
Total Liabilities$6,575$0▼ $6,575
Net Assets / Fund Balance
Unrestricted Net Assets$807,557$824,044▲ $16,487
Total Net Assets Fund Balance$807,557$824,044▲ $16,487
Total Liabilities and Net Assets / Fund Balance$814,132$824,044▲ $9,912
Compensation and Service Providers
Top Officer Pay55th percentile

Employees

NameTitleFull / Part TimeBaseTotal
Alyssa WhiteExecutive DiFT$66,600$66,600

Board Members and Trustees

NameTitle
Court WilkinsPresident
Ian WhipplePresident El
Jeff SimmonsTrustee
Jessica GrahamTrustee
Kenyon AndersonTrustee
Mark TaylorTrustee
Robin PriceTrustee
Ross ChatwinTrustee
Paul C BrudererPast Preside
Nate BroschinskyVP of Financ
Weston BarneyVP of Legisl
Revenue and Support

Revenue Composition

Contributions and Grants
$0
Program Service Revenue
$513,207
Investment Income
$44,213
Other Revenue
$0
Change in Net Assets
$31,635
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$449,596
Salaries, Compensation, and Employee Benefits$71,772
Grants and Similar Amounts Paid$4,417
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Conferences and Meetings---$157,365
Payments to Affiliates---$148,660
Current Officers, Directors, Trustees, and Key Employees---$66,600
Fees for Services Lobbying---$45,658
Advertising---$24,906
Travel---$22,087
Office Expenses---$17,782
Fees for Service Investment Mgmnt Fees---$11,861
Fees for Services Accounting---$8,494
Payroll Taxes---$5,172
Grants to Domestic Orgs---$4,417
Insurance---$1,580
Information Technology---$1,036
Other Expenses---$970
All Other Expenses---$824
Occupancy---$389
Total Functional Expenses$0$0$0$525,785
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$45,658
Total Nondeductible Lobbying and Political Cost$45,658
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 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
Nate Broschinsky
Title
VP of Finance
Phone
8013649103
Signed
2020-07-14
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Court Wilkins
Formed
1997
Legal Domicile
Ut
Voting Board Members
11
Independent Board Members
11
Employees
1
Volunteers
25

Preparer

Firm
Larson & Company Pc
Address
11240 S RIVER HEIGHTS DR SUITE 300, SOUTH JORDAN, UT 84095-5123
Preparer
Richard Scoresby CPA
Phone
8013131900
Supplemental Narrative

Additional Explanations

Form 990, Page 2, Part III, Line 4D

“The utah optometric association is a professional optometric association that works to drive the progress of optometry here in utah. Our parent association is the american optometric association. We provide multiple education opportunities throughout the year including two quarterly meetings, two larger meetings in st george and midway, utah during the spring, and other quarterly business meetings. We provide education for our members, forums on new technologies and discussions. The utah optometric association currently has around 270 active members.”

Form 990, Part XI, Line 9

“ROUNDING 2”

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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/TotalRevenueColumnAmt1190695
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt214852
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt313975
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt4350
IRS990/ProgSrvcAccomActyOtherGrp/Desc0THE UTAH OPTOMETRIC ASSOCIATION IS A PROFESSIONAL OPTOMETRIC ASSOCIATION THAT WORKS TO DRIVE THE PROGRESS OF OPTOMETRY HERE IN UTAH. OUR PARENT ASSOCIATION IS THE AMERICAN OPTOMETRIC ASSOCIATION. WE PROVIDE MULTIPLE EDUCATION OPPORTUNITIES THROUGHOUT THE YEAR INCLUDING TWO QUARTERLY MEETINGS, TWO LARGER MEETINGS IN ST GEORGE AND MIDWAY, UTAH DURING THE SPRING, AND OTHER QUARTERLY BUSINESS MEETINGS. WE PROVIDE EDUCATION FOR OUR MEMBERS, FORUMS ON NEW TECHNOLOGIES AND DISCUSSIONS. THE UTAH OPTOMETRIC ASSOCIATION CURRENTLY HAS AROUND 270 ACTIVE MEMBERS.
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IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0THE UTAH OPTOMETRIC ASSOCIATION IS A PROFESSIONAL OPTOMETRIC ASSOCIATION THAT WORKS TO DRIVE THE PROGRESS OF OPTOMETRY HERE IN UTAH. OUR PARENT ASSOCIATION IS THE AMERICAN OPTOMETRIC ASSOCIATION. WE PROVIDE MULTIPLE EDUCATION OPPORTUNITIES THROUGHOUT THE YEAR INCLUDING TWO QUARTERLY MEETINGS, TWO LARGER MEETINGS IN ST GEORGE AND MIDWAY, UTAH DURING THE SPRING, AND OTHER QUARTERLY BUSINESS MEETINGS. WE PROVIDE EDUCATION FOR OUR MEMBERS, FORUMS ON NEW TECHNOLOGIES AND DISCUSSIONS. THE UTAH OPTOMETRIC ASSOCIATION CURRENTLY HAS AROUND 270 ACTIVE MEMBERS.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1UTAH OPTOMETRIC ASSOCIATION IS ORGANIZED WITH MEMBERS. REGULAR VOTING MEMBERSHIP IS LIMITED TO INDIVIDUALS LICENSED 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/ExplanationTxt7ROUNDING 2
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990, PAGE 2, PART III, LINE 4D
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 XI, LINE 9
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IRS990ScheduleR/AssetSaleToOtherOrgInd0false
IRS990ScheduleR/DivRelatedOrganizationInd0false
IRS990ScheduleR/GiftGrntCapContriFromOthOrgInd0false
IRS990ScheduleR/GiftGrntOrCapContriToOthOrgInd0false
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/ControlledOrganizationInd0false
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/DirectControllingNACd0N/A
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/DisregardedEntityName/BusinessNameLine1Txt0UTAH EYECARE FOUNDATION
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/EIN0204039219
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/ExemptCodeSectionTxt0501C3
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/LegalDomicileStateCd0UT
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/PrimaryActivitiesTxt0CHARITABLE
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/PublicCharityStatusTxt07
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/AddressLine1Txt0PO BOX 862
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/CityNm0DRAPER
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IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/ZIPCd084020
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IRS990ScheduleR/LoansOrGuaranteesToOtherOrgInd0false
IRS990ScheduleR/PaidEmployeesSharingInd0true
IRS990ScheduleR/PerformOfServicesByOtherOrgInd0false
IRS990ScheduleR/PerformOfServicesForOthOrgInd0false
IRS990ScheduleR/ReceiptOfIntAnntsRntsRyltsInd0false
IRS990ScheduleR/ReimbursementPaidByOtherOrgInd0false
IRS990ScheduleR/ReimbursementPaidToOtherOrgInd0false
IRS990ScheduleR/RentalOfFacilitiesToOthOrgInd0false
IRS990ScheduleR/RentalOfFcltsFromOthOrgInd0false
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IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt00
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IRS990/TotalRevenueGrp/TotalRevenueColumnAmt0557420
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ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0870516083
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ReturnHeader/PreparerPersonGrp/PreparerPersonNm0RICHARD SCORESBY CPA

Document Assets

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Filings

Displayed year

2019 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$824,044
Liabilities
$0
Net assets
$824,044
Revenue
$557,420
Expenses
$525,785
Net income
$31,635
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