Civic Intelligence

Utah Optometric Association

990 • Fiscal year 2020 • EIN 87-0399866

Aug 01, 2019 to Jul 31, 2020 • Filed on Jun 14, 2021

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

21st percentile

0.00x

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

2020 filings • 501(c)6 • $500k-$1M nonprofits • Source year 2020

Liabilities / Revenue

21st percentile

0.00x

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

2020 filings • 501(c)6 • $500k-$1M nonprofits • Source year 2020

Net Margin

56th percentile

7.8%

Higher net margin than 56% of similar nonprofits.

2020 filings • 501(c)6 • $500k-$1M nonprofits • Source year 2020

Top Officer Pay

55th percentile

$67,200

Higher top officer pay than 55% of similar nonprofits.

Top officer pay equals 17.5% of source-year revenue.

2020 filings • 501(c)6 • $500k-$1M nonprofits • Source year 2020

Asset Growth

44th percentile

3.4%

Faster asset growth than 44% of similar nonprofits.

2020 filings • 501(c)6 • $500k-$1M nonprofits • Annualized from 2019 to 2020

Revenue Growth

18th percentile

-31%

Faster revenue growth than 18% of similar nonprofits.

2020 filings • 501(c)6 • $500k-$1M nonprofits • Annualized from 2019 to 2020

Balance Sheet
Liabilities / Assets21st percentile

Assets

Up

$851,771

Up $27,727 (+3.4%) from 2019

Net Assets

Up

$851,771

Up $27,727 (+3.4%) from 2019

Liabilities

Flat

$0

Flat from 2019

Revenue And Expenses
Liabilities / Revenue21st percentileNet Margin56th percentile

Revenue

Down

$383,234

Down $174,186 (-31%) from 2019

Expenses

Down

$353,253

Down $172,532 (-33%) from 2019

Net Income

Down

$29,981

Down $1,654 (-5.2%) from 2019

Historical Trend

Balance Sheet Trend

Asset Growth44th 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

2020

Assets$851,771
Liabilities$0
Net Assets$851,771
Open 2020 Filing

Operations Trend

Revenue Growth18th 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

2020

Revenue$383,234
Expenses$353,253
Net Income$29,981
Open 2020 Filing
Jump To
Filing Snapshot
Filing Period
Aug 1, 2019 to Jul 31, 2020
Signed
Jun 14, 2021
Return Version
2019v5.0
Gross Receipts
$383,234
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$710,334$743,853▲ $33,519
Savings and Temporary Cash Investments$47,269$64,003▲ $16,734
Accounts Receivable$66,441$43,915▼ $22,526
Total Assets$824,044$851,771▲ $27,727
Liabilities
Total Liabilities$0$0→ $0
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$824,044$851,771▲ $27,727
Total Net Assets Fund Balance$824,044$851,771▲ $27,727
Total Liabilities and Net Assets / Fund Balance$824,044$851,771▲ $27,727
Compensation and Service Providers
Top Officer Pay55th percentile

Employees

NameTitleFull / Part TimeBaseTotal
Alyssa WhiteExecutive DiFT$67,200$67,200

Board Members and Trustees

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

Revenue Composition

Contributions and Grants
$5,000
Program Service Revenue
$328,800
Investment Income
$49,434
Other Revenue
$0
All Other Contributions
$5,000
Change in Net Assets
$29,981
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$269,086
Salaries, Compensation, and Employee Benefits$72,419
Grants and Similar Amounts Paid$11,748
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Payments to Affiliates---$128,031
Current Officers, Directors, Trustees, and Key Employees---$67,200
Fees for Services Lobbying---$41,372
Advertising---$30,615
Conferences and Meetings---$20,187
Office Expenses---$12,128
Grants to Domestic Orgs---$11,748
Fees for Service Investment Mgmnt Fees---$9,086
Fees for Services Accounting---$7,106
Payroll Taxes---$5,219
Travel---$3,990
Insurance---$2,427
Information Technology---$1,355
Fees for Services Legal---$507
Occupancy---$389
Other Expenses---$207
All Other Expenses---$143
Total Functional Expenses$0$0$0$353,253
International Activity

Grant and Assistance Recipients

RecipientLocationCategoryPurposeAmount
Uoa PacDraper, UT527Pac Contribution$5,748
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$48,119
Total Nondeductible Lobbying and Political Cost$48,119
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 35% controlled entity
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

“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
2021-06-14
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Ian Whipple
Formed
1997
Legal Domicile
Ut
Voting Board Members
11
Independent Board Members
11
Employees
1
Volunteers
30

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.”

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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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IRS990ScheduleI/RecipientTable/IRCSectionDesc0527
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IRS990ScheduleI/RecipientTable/USAddress/AddressLine1Txt0PO BOX 862
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IRS990ScheduleI/SupplementalInformationDetail/ExplanationTxt0THE ORGANIZATION WORKS CLOSELY WITH THE GRANTEE TO MAKE SURE THE FUNDS ARE USED FOR THE INTENDED PURPOSES.
IRS990ScheduleI/SupplementalInformationDetail/FormAndLineReferenceDesc0SCHEDULE I, PAGE 1, PART I, LINE 2
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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/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
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IRS990ScheduleR/AssetSaleToOtherOrgInd0false
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IRS990ScheduleR/GiftGrntCapContriFromOthOrgInd0false
IRS990ScheduleR/GiftGrntOrCapContriToOthOrgInd0false
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IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/DirectControllingNACd0N/A
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/DisregardedEntityName/BusinessNameLine1Txt0UTAH EYECARE FOUNDATION
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/EIN0204039219
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/ExemptCodeSectionTxt0501C3
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/LegalDomicileStateCd0UT
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/PrimaryActivitiesTxt0CHARITABLE
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IRS990ScheduleR/PaidEmployeesSharingInd0true
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Document Assets

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Filings

Displayed year

2020 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$851,771
Liabilities
$0
Net assets
$851,771
Revenue
$383,234
Expenses
$353,253
Net income
$29,981
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