Civic Intelligence

Utah Optometric Association

990 • Fiscal year 2024 • EIN 87-0399866

Aug 01, 2023 to Jul 31, 2024 • Filed on Aug 06, 2024

PO Box 862Draper, UT 84020

(801) 364-9103

Siviq Scores

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

Liabilities / Assets

30th percentile

0.00x

Higher debt load relative to assets than 30% of similar nonprofits.

2024 filings • 501(c)6 • $500k-$1M nonprofits • Source year 2024

Liabilities / Revenue

29th percentile

0.00x

Higher debt load relative to revenue than 29% of similar nonprofits.

2024 filings • 501(c)6 • $500k-$1M nonprofits • Source year 2024

Net Margin

41st percentile

1.2%

Higher net margin than 41% of similar nonprofits.

2024 filings • 501(c)6 • $500k-$1M nonprofits • Source year 2024

Top Officer Pay

53rd percentile

$40,000

Higher top officer pay than 53% of similar nonprofits.

Top officer pay equals 5.9% of source-year revenue.

2024 filings • 501(c)6 • $500k-$1M nonprofits • Source year 2024

Asset Growth

75th percentile

16%

Faster asset growth than 75% of similar nonprofits.

2024 filings • 501(c)6 • $500k-$1M nonprofits • Annualized from 2023 to 2024

Revenue Growth

71st percentile

16%

Faster revenue growth than 71% of similar nonprofits.

2024 filings • 501(c)6 • $500k-$1M nonprofits • Annualized from 2023 to 2024

Assets

Up

$621,910

Up $87,619 (+16%) from 2023

Net Assets

Up

$620,300

Up $86,009 (+16%) from 2023

Liabilities

Up

$1,610

Up $1,610 from 2023

Revenue

Up

$679,414

Up $92,562 (+16%) from 2023

Expenses

Up

$671,516

Up $46,923 (+7.5%) from 2023

Net Income

Up

$7,898

Up $45,639 (+121%) from 2023

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

2024

Assets$621,910
Liabilities$1,610
Net Assets$620,300

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

2024

Revenue$679,414
Expenses$671,516
Net Income$7,898
Jump To
Filing Snapshot
Filing Period
Aug 1, 2023 to Jul 31, 2024
Signed
Aug 6, 2024
Return Version
2023v5.1
Gross Receipts
$679,414
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.

To promote the highest professional standards in vision care so that those services will be provided to patients and citizens of utah.

Balance Sheet Detail
LineBeginningEndChange
Assets
Investments in Publicly Traded Securities$483,364$467,699▼ $15,665
Savings and Temporary Cash Investments$12,956$72,578▲ $59,622
Cash and Non-Interest-Bearing Accounts$19,850$71,968▲ $52,118
Accounts Receivable$18,121$9,665▼ $8,456
Total Assets$534,291$621,910▲ $87,619
Liabilities
Accounts Payable and Accrued Expenses-$1,610-
Total Liabilities$0$1,610▲ $1,610
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$534,291$620,300▲ $86,009
Total Net Assets Fund Balance$534,291$620,300▲ $86,009
Total Liabilities and Net Assets / Fund Balance$534,291$621,910▲ $87,619
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseTotal
Mark TaylorExecutive DirectorPT$40,000$40,000

Board Members and Trustees

NameTitle
Ross ChatwinPast President
Kenyon AndersonPresident
Jeff SimmonsPresident Elect
Court WilkinsTrustee
Craig PewTrustee
Kaeleen FransonTrustee
Kyle WilsonTrustee
Nate BroschinskyTrustee
Ryan RobisonTrustee
Collin GrayVP of Finance
Weston BarneyVP of Legislation
Revenue and Support

Revenue Composition

Contributions and Grants
$0
Program Service Revenue
$665,718
Investment Income
$13,696
Other Revenue
$0
Change in Net Assets
$7,898
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$576,143
Salaries, Compensation, and Employee Benefits$95,373
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Payments to Affiliates---$257,696
Conferences and Meetings---$197,896
Current Officers, Directors, Trustees, and Key Employees---$87,864
Fees for Services Lobbying---$40,000
All Other Expenses---$23,273
Fees for Services Legal---$8,930
Fees for Service Investment Mgmnt Fees---$8,237
Payroll Taxes---$7,509
Fees for Services Accounting---$4,000
Office Expenses---$2,994
Advertising---$2,980
Insurance---$2,184
Other Expenses$1,502--$1,502
Total Functional Expenses$0$0$0$671,516
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$40,000
Total Nondeductible Lobbying and Political Cost$40,000
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

Members or stockholder classes and rights Part VI line 6

Classes of members or stockholders utah optometric association is organized with members. Regular voting membership is limited to individuals licensed to practice optometry in the state of utah.

Member election for additional members Part VI line 7A

Election of members and their rights - 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 governing body review Part VI line 11

Organizations process to review form 990 - the budget and finance committee, consisting of the executive director, vp of finance, and the second term finance committee member review and accept the 990.

Conflict of interest policy compliance Part VI line 12C

Enforcement of conflicts policy - 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 confilct of interest policy and informing the organization of any conflicts of interest.

CEO executive director top management comp Part VI line 15A

Compensation process for top official - executive director compensation is determined by the board using comparisons of executive director compensation at organizations in surrounding states with similar size memberships. Any compensation increases are by vote of the board.

Governing documents etc available to public Part VI line 19

Governing documents disclosure expalnation - furnished to members/interested parties upon request.

Filing and Contact Details

Filer

Filer Name
Utah Optometric Association
EIN
87-0399866
Address
PO BOX 862, DRAPER, UT 84020

Signing Officer

Name
Kenyon Anderson
Title
President
Phone
8016092020
Signed
2024-08-06
Discuss with paid preparer
No

Organization Details

Principal Officer
Kenyon Anderson
Formed
1997
Legal Domicile
Ut
Voting Board Members
11
Independent Board Members
11
Employees
2
Volunteers
30

Preparer

Firm
Tax Express Pllc
Address
801 S Power Rd Suite 209, Mesa, AZ 85206
Preparer
Gaelen Anderson CPA
Phone
4808320047
Supplemental Narrative

Additional Explanations

Explanation of other changes in net assets or fund balances Part XI line 9

Utah optometric association received funds from utah vision to carryout highest professional standards in vision care so that those services will be provided to patients and citizens of utah.

Part III response or note to any other line in Part III

The utah optometric association (uoa) is a professional optometric association that works to drive the progress of optometry in utah. The parent association is the american optometric association. Uoa provides multiple education opportunities throughout the year including two quarterly meetings; two larger meetings in st george and midway, utah in the spring; and other quarterly business meetings. Uoa provides education for its members, forums on new technologies and discussions. The uoa currently has around 270 active members.

Raw XML AppendixShowing 400 of 406 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.

Path#Value
IRS990/AccountantCompileOrReviewInd0false
IRS990/AccountsPayableAccrExpnssGrp/EOYAmt01610
IRS990/AccountsReceivableGrp/BOYAmt018121
IRS990/AccountsReceivableGrp/EOYAmt09665
IRS990/ActivitiesConductedPrtshpInd0false
IRS990/ActivityOrMissionDesc0TO PROMOTE THE HIGHEST PROFESSIONAL STANDARDS IN VISION CARE SO THAT THOSE SERVICES WILL BE PROVIDED TO PATIENTS AND CITIZENS OF UTAH.
IRS990/AdvertisingGrp/TotalAmt02980
IRS990/AllOtherExpensesGrp/TotalAmt023273
IRS990/AnnualDisclosureCoveredPrsnInd0true
IRS990/BackupWthldComplianceInd0true
IRS990/BooksInCareOfDetail/PersonNm0CHANAE LANDEEN
IRS990/BooksInCareOfDetail/PhoneNum08013649103
IRS990/BooksInCareOfDetail/USAddress/AddressLine1Txt0PO BOX 862
IRS990/BooksInCareOfDetail/USAddress/CityNm0DRAPER
IRS990/BooksInCareOfDetail/USAddress/StateAbbreviationCd0UT
IRS990/BooksInCareOfDetail/USAddress/ZIPCd084020
IRS990/BusinessRlnWith35CtrlEntInd0false
IRS990/BusinessRlnWithFamMemInd0false
IRS990/BusinessRlnWithOrgMemInd0false
IRS990/CashNonInterestBearingGrp/BOYAmt019850
IRS990/CashNonInterestBearingGrp/EOYAmt071968
IRS990/ChangeToOrgDocumentsInd0false
IRS990/CollectionsOfArtInd0false
IRS990/CompCurrentOfcrDirectorsGrp/TotalAmt087864
IRS990/CompensationFromOtherSrcsInd0false
IRS990/CompensationProcessCEOInd0true
IRS990/CompensationProcessOtherInd0false
IRS990/ConferencesMeetingsGrp/TotalAmt0197896
IRS990/ConflictOfInterestPolicyInd0true
IRS990/ConservationEasementsInd0false
IRS990/ConsolidatedAuditFinclStmtInd0false
IRS990/CreditCounselingInd0false
IRS990/CYBenefitsPaidToMembersAmt00
IRS990/CYContributionsGrantsAmt00
IRS990/CYGrantsAndSimilarPaidAmt00
IRS990/CYInvestmentIncomeAmt013696
IRS990/CYOtherExpensesAmt0576143
IRS990/CYOtherRevenueAmt00
IRS990/CYProgramServiceRevenueAmt0665718
IRS990/CYRevenuesLessExpensesAmt07898
IRS990/CYSalariesCompEmpBnftPaidAmt095373
IRS990/CYTotalExpensesAmt0671516
IRS990/CYTotalFundraisingExpenseAmt00
IRS990/CYTotalProfFndrsngExpnsAmt00
IRS990/CYTotalRevenueAmt0679414
IRS990/DecisionsSubjectToApprovaInd0false
IRS990/DeductibleArtContributionInd0false
IRS990/DeductibleNonCashContriInd0false
IRS990/DelegationOfMgmtDutiesInd0false
IRS990/Desc0THE UTAH OPTOMETRIC ASSOCIATION (UOA) IS A PROFESSIONAL OPTOMETRIC ASSOCIATION THAT WORKS TO DRIVE THE PROGRESS OF OPTOMETRY IN UTAH. THE PARENT ASSOCIATION IS THE AMERICAN OPTOMETRIC ASSOCIATION. UOA PROVIDES MULTIPLE EDUCATION OPPORTUNITIES THROUGHOUT THE YEAR INCLUDING TWO QUARTERLY MEETINGS; TWO LARGER MEETINGS IN ST GEORGE AND MIDWAY, UTAH IN THE SPRING; AND OTHER QUARTERLY BUSINESS MEETINGS. UOA PROVIDES EDUCATION FOR ITS MEMBERS, FORUMS ON NEW TECHNOLOGIES AND DISCUSSIONS. THE UOA CURRENTLY HAS AROUND 270 ACTIVE MEMBERS.
IRS990/DescribedInSection501c3Ind0false
IRS990/DisregardedEntityInd0false
IRS990/DocumentRetentionPolicyInd0false
IRS990/DonorAdvisedFundInd0false
IRS990/DonorRstrOrQuasiEndowmentsInd0false
IRS990/ElectionOfBoardMembersInd0true
IRS990/EmployeeCnt02
IRS990/EmploymentTaxReturnsFiledInd0true
IRS990/FamilyOrBusinessRlnInd0false
IRS990/FederalGrantAuditRequiredInd0false
IRS990/FeesForServicesAccountingGrp/TotalAmt04000
IRS990/FeesForServicesLegalGrp/TotalAmt08930
IRS990/FeesForServicesLobbyingGrp/TotalAmt040000
IRS990/FeesForSrvcInvstMgmntFeesGrp/TotalAmt08237
IRS990/ForeignActivitiesInd0false
IRS990/ForeignFinancialAccountInd0false
IRS990/ForeignOfficeInd0false
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt00.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt10.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt20.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt30.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt40.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt50.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt60.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt70.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt80.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt90.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt100.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt110.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt020.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt14.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt24.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt34.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt44.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt54.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt64.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt74.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt84.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt94.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt104.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt114.00
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd0X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd1X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd2X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd3X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd4X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd5X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd6X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd7X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd8X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd9X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd10X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd11X
IRS990/Form990PartVIISectionAGrp/OfficerInd0X
IRS990/Form990PartVIISectionAGrp/OfficerInd1X
IRS990/Form990PartVIISectionAGrp/OfficerInd2X
IRS990/Form990PartVIISectionAGrp/OfficerInd3X
IRS990/Form990PartVIISectionAGrp/OfficerInd4X
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt00
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt10
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt20
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt30
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt40
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt50
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt60
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt70
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt80
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt90
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt100
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt110
IRS990/Form990PartVIISectionAGrp/PersonNm0MARK TAYLOR
IRS990/Form990PartVIISectionAGrp/PersonNm1JEFF SIMMONS
IRS990/Form990PartVIISectionAGrp/PersonNm2RYAN ROBISON
IRS990/Form990PartVIISectionAGrp/PersonNm3KAELEEN FRANSON
IRS990/Form990PartVIISectionAGrp/PersonNm4KYLE WILSON
IRS990/Form990PartVIISectionAGrp/PersonNm5COURT WILKINS
IRS990/Form990PartVIISectionAGrp/PersonNm6NATE BROSCHINSKY
IRS990/Form990PartVIISectionAGrp/PersonNm7CRAIG PEW
IRS990/Form990PartVIISectionAGrp/PersonNm8WESTON BARNEY
IRS990/Form990PartVIISectionAGrp/PersonNm9KENYON ANDERSON
IRS990/Form990PartVIISectionAGrp/PersonNm10COLLIN GRAY
IRS990/Form990PartVIISectionAGrp/PersonNm11ROSS CHATWIN
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt040000
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt10
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt20
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt30
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt40
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt50
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt60
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt70
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt80
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt90
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt100
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt110
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt00
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt10
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt20
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt30
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt40
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt50
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt60
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt70
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt80
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt90
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt100
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt110
IRS990/Form990PartVIISectionAGrp/TitleTxt0EXECUTIVE DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt1PRESIDENT ELECT
IRS990/Form990PartVIISectionAGrp/TitleTxt2TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt3TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt4TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt5TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt6TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt7TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt8VP OF LEGISLATION
IRS990/Form990PartVIISectionAGrp/TitleTxt9PRESIDENT
IRS990/Form990PartVIISectionAGrp/TitleTxt10VP OF FINANCE
IRS990/Form990PartVIISectionAGrp/TitleTxt11PAST PRESIDENT
IRS990/Form990ProvidedToGvrnBodyInd0false
IRS990/FormationYr01997
IRS990/FormerOfcrEmployeesListedInd0false
IRS990/FSAuditedInd0false
IRS990/FundraisingActivitiesInd0false
IRS990/GainOrLossGrp/SecuritiesAmt0-70
IRS990/GamingActivitiesInd0false
IRS990/GoverningBodyVotingMembersCnt011
IRS990/GrantsToIndividualsInd0false
IRS990/GrantsToOrganizationsInd0false
IRS990/GrantToRelatedPersonInd0false
IRS990/GrossAmountSalesAssetsGrp/SecuritiesAmt0-70
IRS990/GrossReceiptsAmt0679414
IRS990/GroupReturnForAffiliatesInd0false
IRS990/IncludeFIN48FootnoteInd0false
IRS990/IndependentAuditFinclStmtInd0false
IRS990/IndependentVotingMemberCnt011
IRS990/IndivRcvdGreaterThan100KCnt00
IRS990/IndoorTanningServicesInd0false
IRS990/InfoInScheduleOPartIIIInd0X
IRS990/InfoInScheduleOPartVIInd0X
IRS990/InfoInScheduleOPartXIInd0X
IRS990/InsuranceGrp/TotalAmt02184
IRS990/InvestmentIncomeGrp/ExclusionAmt013766
IRS990/InvestmentIncomeGrp/TotalRevenueColumnAmt013766
IRS990/InvestmentInJointVentureInd0false
IRS990/InvestmentsPubTradedSecGrp/BOYAmt0483364
IRS990/InvestmentsPubTradedSecGrp/EOYAmt0467699
IRS990/IRPDocumentCnt01
IRS990/IRPDocumentW2GCnt00
IRS990/LegalDomicileStateCd0UT
IRS990/LoanOutstandingInd0false
IRS990/LocalChaptersInd0false
IRS990/MaterialDiversionOrMisuseInd0false
IRS990/MembersOrStockholdersInd0true
IRS990/MethodOfAccountingAccrualInd0X
IRS990/MinutesOfCommitteesInd0true
IRS990/MinutesOfGoverningBodyInd0true
IRS990/MissionDesc0TO PROMOTE THE HIGHEST PROFESSIONAL STANDARDS IN VISION CARE SO THAT THOSE SERVICES WILL BE PROVIDED TO PATIENTS AND CITIZENS OF UTAH.
IRS990/MoreThan5000KToIndividualsInd0false
IRS990/MoreThan5000KToOrgInd0false
IRS990/NetAssetsOrFundBalancesBOYAmt0534291
IRS990/NetAssetsOrFundBalancesEOYAmt0620300
IRS990/NetGainOrLossInvestmentsGrp/ExclusionAmt0-70
IRS990/NetGainOrLossInvestmentsGrp/TotalRevenueColumnAmt0-70
IRS990/NetUnrelatedBusTxblIncmAmt00
IRS990/NetUnrlzdGainsLossesInvstAmt026252
IRS990/NoDonorRestrictionNetAssetsGrp/BOYAmt0534291
IRS990/NoDonorRestrictionNetAssetsGrp/EOYAmt0620300
IRS990/NondeductibleContributionsInd0true
IRS990/NondeductibleContriDisclInd0true
IRS990/OfficeExpensesGrp/TotalAmt02994
IRS990/OfficerMailingAddressInd0false
IRS990/OperateHospitalInd0false
IRS990/Organization501cInd0X
IRS990/OrganizationFollowsFASB117Ind0X
IRS990/OtherChangesInNetAssetsAmt051859
IRS990/OtherExpensesGrp/Desc0ADMIN MILEAGE
IRS990/OtherExpensesGrp/Desc1BANK FEES
IRS990/OtherExpensesGrp/Desc2BOARD EXPENSES
IRS990/OtherExpensesGrp/Desc3DUES & MEMBERSHIP
IRS990/OtherExpensesGrp/ProgramServicesAmt04319
IRS990/OtherExpensesGrp/ProgramServicesAmt121771
IRS990/OtherExpensesGrp/ProgramServicesAmt2361
IRS990/OtherExpensesGrp/ProgramServicesAmt31502
IRS990/OtherExpensesGrp/TotalAmt04319
IRS990/OtherExpensesGrp/TotalAmt121771
IRS990/OtherExpensesGrp/TotalAmt2361
IRS990/OtherExpensesGrp/TotalAmt31502
IRS990/PartialLiquidationInd0false
IRS990/PaymentsToAffiliatesGrp/TotalAmt0257696
IRS990/PayrollTaxesGrp/TotalAmt07509
IRS990/PoliticalCampaignActyInd0false
IRS990/PrincipalOfficerNm0KENYON ANDERSON
IRS990/ProfessionalFundraisingInd0false
IRS990/ProgramServiceRevenueGrp/BusinessCd0900099
IRS990/ProgramServiceRevenueGrp/BusinessCd1900099
IRS990/ProgramServiceRevenueGrp/BusinessCd2900099
IRS990/ProgramServiceRevenueGrp/BusinessCd3900099
IRS990/ProgramServiceRevenueGrp/Desc0MEMBERSHIP DUES
IRS990/ProgramServiceRevenueGrp/Desc1ANNUAL CONVENTION
IRS990/ProgramServiceRevenueGrp/Desc2QUARTERLY MEETINGS
IRS990/ProgramServiceRevenueGrp/Desc3OTHER INCOME
IRS990/ProgramServiceRevenueGrp/ExclusionAmt03050
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt0302307
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt1349961
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt210400
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt0302307
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt1349961
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt210400
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt33050
IRS990/ProhibitedTaxShelterTransInd0false
IRS990/PYInvestmentIncomeAmt022269
IRS990/PYOtherExpensesAmt0548129
IRS990/PYProgramServiceRevenueAmt0564583
IRS990/PYRevenuesLessExpensesAmt0-37741
IRS990/PYSalariesCompEmpBnftPaidAmt076464
IRS990/PYTotalExpensesAmt0624593
IRS990/PYTotalRevenueAmt0586852
IRS990/ReconcilationRevenueExpnssAmt07898
IRS990/RegularMonitoringEnfrcInd0true
IRS990/RelatedEntityInd0true
IRS990/RelatedOrganizationCtrlEntInd0false
IRS990/ReportInvestmentsOtherSecInd0false
IRS990/ReportLandBuildingEquipmentInd0false
IRS990/ReportOtherAssetsInd0false
IRS990/ReportOtherLiabilitiesInd0false
IRS990/ReportProgramRelatedInvstInd0false
IRS990/SavingsAndTempCashInvstGrp/BOYAmt012956
IRS990/SavingsAndTempCashInvstGrp/EOYAmt072578
IRS990/ScheduleBRequiredInd0false
IRS990ScheduleC/AggregateReportedDuesNtcAmt044611
IRS990ScheduleC/AgreeCarryoverPriorYearInd0false
IRS990ScheduleC/DuesAssessmentsAmt0302307
IRS990ScheduleC/NonDeductibleLbbyngPltclCYAmt040000
IRS990ScheduleC/NonDeductibleLbbyngPltclTotAmt040000
IRS990ScheduleC/OnlyInHouseLobbyingInd0false
IRS990ScheduleC/SubstantiallyAllDuesNondedInd0false
IRS990ScheduleC/TaxableAmt0-4611
IRS990/ScheduleJRequiredInd0false
IRS990/ScheduleORequiredInd0true
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0CLASSES OF MEMBERS OR STOCKHOLDERS UTAH OPTOMETRIC ASSOCIATION IS ORGANIZED WITH MEMBERS. REGULAR VOTING MEMBERSHIP IS LIMITED TO INDIVIDUALS LICENSED TO PRACTICE OPTOMETRY IN THE STATE OF UTAH.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1ELECTION OF MEMBERS AND THEIR RIGHTS - 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.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2ORGANIZATIONS PROCESS TO REVIEW FORM 990 - THE BUDGET AND FINANCE COMMITTEE, CONSISTING OF THE EXECUTIVE DIRECTOR, VP OF FINANCE, AND THE SECOND TERM FINANCE COMMITTEE MEMBER REVIEW AND ACCEPT THE 990.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3ENFORCEMENT OF CONFLICTS POLICY - 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 CONFILCT OF INTEREST POLICY AND INFORMING THE ORGANIZATION OF ANY CONFLICTS OF INTEREST.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4COMPENSATION PROCESS FOR TOP OFFICIAL - EXECUTIVE DIRECTOR COMPENSATION IS DETERMINED BY THE BOARD USING COMPARISONS OF EXECUTIVE DIRECTOR COMPENSATION AT ORGANIZATIONS IN SURROUNDING STATES WITH SIMILAR SIZE MEMBERSHIPS. ANY COMPENSATION INCREASES ARE BY VOTE OF THE BOARD.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5GOVERNING DOCUMENTS DISCLOSURE EXPALNATION - FURNISHED TO MEMBERS/INTERESTED PARTIES UPON REQUEST.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt6UTAH OPTOMETRIC ASSOCIATION RECEIVED FUNDS FROM UTAH VISION TO CARRYOUT HIGHEST PROFESSIONAL STANDARDS IN VISION CARE SO THAT THOSE SERVICES WILL BE PROVIDED TO PATIENTS AND CITIZENS OF UTAH.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt7THE UTAH OPTOMETRIC ASSOCIATION (UOA) IS A PROFESSIONAL OPTOMETRIC ASSOCIATION THAT WORKS TO DRIVE THE PROGRESS OF OPTOMETRY IN UTAH. THE PARENT ASSOCIATION IS THE AMERICAN OPTOMETRIC ASSOCIATION. UOA PROVIDES MULTIPLE EDUCATION OPPORTUNITIES THROUGHOUT THE YEAR INCLUDING TWO QUARTERLY MEETINGS; TWO LARGER MEETINGS IN ST GEORGE AND MIDWAY, UTAH IN THE SPRING; AND OTHER QUARTERLY BUSINESS MEETINGS. UOA PROVIDES EDUCATION FOR ITS MEMBERS, FORUMS ON NEW TECHNOLOGIES AND DISCUSSIONS. THE UOA CURRENTLY HAS AROUND 270 ACTIVE MEMBERS.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Members or stockholder classes and rights Part VI line 6
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Member election for additional members Part VI line 7a
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Form 990 governing body review Part VI line 11
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3Conflict of interest policy compliance Part VI line 12c
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4CEO executive director top management comp Part VI line 15a
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc5Governing documents etc available to public Part VI line 19
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc6Explanation of other changes in net assets or fund balances Part XI line 9
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc7Part III response or note to any other line in Part III
IRS990ScheduleR/AssetExchangeInd0false
IRS990ScheduleR/AssetPurchaseFromOtherOrgInd0false
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/PrimaryActivitiesTxt0CHARITABLE
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/PublicCharityStatusTxt07
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/AddressLine1Txt0PO BOX 862
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/CityNm0DRAPER
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/StateAbbreviationCd0UT
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/ZIPCd084020
IRS990ScheduleR/LoansOrGuaranteesFromOthOrgInd0false
IRS990ScheduleR/LoansOrGuaranteesToOtherOrgInd0false
IRS990ScheduleR/PaidEmployeesSharingInd0true
IRS990ScheduleR/PerformOfServicesByOtherOrgInd0false
IRS990ScheduleR/PerformOfServicesForOthOrgInd0false
IRS990ScheduleR/ReceiptOfIntAnntsRntsRyltsInd0false
IRS990ScheduleR/ReimbursementPaidByOtherOrgInd0false
IRS990ScheduleR/ReimbursementPaidToOtherOrgInd0false
IRS990ScheduleR/RentalOfFacilitiesToOthOrgInd0false
IRS990ScheduleR/RentalOfFcltsFromOthOrgInd0false
IRS990ScheduleR/SharingOfFacilitiesInd0true
IRS990ScheduleR/TransferFromOtherOrgInd0false
IRS990ScheduleR/TransferToOtherOrgInd0false
IRS990/SchoolOperatingInd0false
IRS990/SignificantChangeInd0false
IRS990/SignificantNewProgramSrvcInd0false
IRS990/SubjectToExcsTaxNetInvstIncInd0false
IRS990/SubjectToProxyTaxInd0true
IRS990/SubjToTaxRmnrtnExPrchtPymtInd0false
IRS990/TaxablePartyNotificationInd0false
IRS990/TaxExemptBondsInd0false
IRS990/TerminateOperationsInd0false
IRS990/TotalAssetsBOYAmt0534291
IRS990/TotalAssetsEOYAmt0621910
IRS990/TotalAssetsGrp/BOYAmt0534291
IRS990/TotalAssetsGrp/EOYAmt0621910
IRS990/TotalCompGreaterThan150KInd0false
IRS990/TotalEmployeeCnt02
IRS990/TotalFunctionalExpensesGrp/FundraisingAmt00
IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt00
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt00
IRS990/TotalFunctionalExpensesGrp/TotalAmt0671516
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesEOYAmt01610
IRS990/TotalLiabilitiesGrp/BOYAmt00
IRS990/TotalLiabilitiesGrp/EOYAmt01610
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt0534291
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt0620300
IRS990/TotalOtherCompensationAmt00
IRS990/TotalProgramServiceRevenueAmt0665718
IRS990/TotalReportableCompFromOrgAmt040000
IRS990/TotalRevenueGrp/ExclusionAmt016746
IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt0662668
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt0679414
IRS990/TotalRevenueGrp/UnrelatedBusinessRevenueAmt00
IRS990/TotalVolunteersCnt030
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt0534291
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt0621910
IRS990/TotReportableCompRltdOrgAmt00
IRS990/TypeOfOrganizationCorpInd0X
IRS990/UnrelatedBusIncmOverLimitInd0false
IRS990/UponRequestInd0X
IRS990/VotingMembersGoverningBodyCnt011
IRS990/VotingMembersIndependentCnt011
IRS990/WebsiteAddressTxt0WWW.UTAHEYEDOC.ORG
IRS990/WhistleblowerPolicyInd0true
ReturnHeader/BuildTS02024-08-08 14:25:15Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0false
ReturnHeader/BusinessOfficerGrp/PersonNm0KENYON ANDERSON
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0PRESIDENT
ReturnHeader/BusinessOfficerGrp/PhoneNum08016092020
ReturnHeader/BusinessOfficerGrp/SignatureDt02024-08-06
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0UTAH OPTOMETRIC ASSOCIATION
ReturnHeader/Filer/BusinessNameControlTxt0UTAH
ReturnHeader/Filer/EIN0870399866
ReturnHeader/Filer/USAddress/AddressLine1Txt0PO BOX 862
ReturnHeader/Filer/USAddress/CityNm0DRAPER
ReturnHeader/Filer/USAddress/StateAbbreviationCd0UT
ReturnHeader/Filer/USAddress/ZIPCd084020
ReturnHeader/IRSResponsiblePrtyInfoCurrInd0true
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0202125717
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0TAX EXPRESS PLLC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0801 S Power Rd Suite 209
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0Mesa
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0AZ
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd085206
ReturnHeader/PreparerPersonGrp/PhoneNum04808320047
ReturnHeader/PreparerPersonGrp/PreparationDt02024-08-07

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