Utah Optometric Association FY2020 filing

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

501(c)(6) business league; gifts are not tax-deductible as charitable contributions.
$67K paid to officers and key staff.
Mission: Form 990 Part I, line 1 · Status: IRS Pub. 78 · Pay: Part VII

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FY2020 · Form 990Independent: from IRS data, not the org
Download 990
IRS status
501(c)(6)
not on the IRS revocation list
Looks good: listed by the IRS and not on the revocation list.
IRS BMF · Auto-Revocation List
Tax-deductible gifts
No
Donations are not tax-deductible
Worth a look: the IRS does not list gifts to it as deductible.
IRS Pub. 78 · IRS BMF
Latest return
FY2026
latest Form 990
Looks good: the latest return is for FY2026, this tax year; within 2 tax years.
IRS e-file · Filing history
Surplus or deficit
4 of 7
filings with a surplus
Average deficit $18K a year · 3% of revenue · last 7 filings
Worth a look: a surplus in 4 of the last 7 filings.
Pt I · Ln 19 · 7 filings
Spent on programs
0%
of spending
Concern: 0% of spending went to programs; under 50%.
Pt IX · Ln 25 · col B
Pay to officers and key staff
$67K
to officers and key staff · 19% of spending
Fine: pay to officers and key staff is 19% of spending; 15% to 20%.
Pt VII · Sec A
2 mo
of spending, in cash
Plus $744K in investments, Pt X · Ln 11–13
Fine: 2.2 months of spending in cash; 1 to 3.
Pt X · Ln 1–2 · Pt I · Ln 18
Liabilities
$0
0% of total assets
Looks good: liabilities are 0% of assets; 50% or less.
Pt X · Ln 26
Independent board members
11
of 11 voting members
Looks good: 11 of 11 voting members are independent, a majority.
Pt VI · Ln 1a–1b
Looks goodFineWorth a lookConcernNo data yetTap a box for the reason.
Revenue
$383K
Spent
$353K
To programs
0%
Net assets
$852K
By yearFY2020–FY2026
Revenue
$383K
FY2020
Tap a bar for its year
Revenue by fiscal year
FY2020$383K
FY2021$552K
FY2022$588K
FY2023$587K
FY2024$679K
FY2025$734K
FY2026$753K
Expenses
$353K
FY2020
Tap a bar for its year
Expenses by fiscal year
FY2020$353K
FY2021$559K
FY2022$769K
FY2023$625K
FY2024$672K
FY2025$680K
FY2026$745K
Net assets
$852K
FY2020
Tap a bar for its year
Net assets by fiscal year
FY2020$852K
FY2021$865K
FY2022$585K
FY2023$534K
FY2024$620K
FY2025$681K
FY2026$720K

From the FY2020 Form 990 (year ending July 2020) · figures checked against the IRS filing · see the original

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You’re viewing the FY2020 filing — not the latest on file. See the latest (FY2026) →

Is it real?

Yes. Never revoked by the IRS. Latest filing on record: FY2026. IRS ruling in Jul 1991.

IRS Pub. 78 · IRS Auto-Revocation List · IRS Business Master File

Who runs it and what they're paid

12 people listed on the 990; $67K paid to officers and key staff.

Part VII, Section A · reportable compensation · most recent filed roster (FY2019); the FY2020 filing did not itemize Part VII
Executive Di
$67,200Pt VII · Sec A
$0Pt VII · Sec A
VP of Legisl
$0Pt VII · Sec A
VP of Financ
$0Pt VII · Sec A
$0Pt VII · Sec A
$0Pt VII · Sec A
$0Pt VII · Sec A
$0Pt VII · Sec A

Compensation history total reportable pay by year · 3 named individuals · Part VII

NameFY2026FY2025FY2024FY2023FY2022FY2021
Alyssa White———$71,050$73,050$67,200
Chanae Landeen$60,350$50,000————
Mark Taylor$44,257$40,000$40,000———

Total reportable compensation (Form 990 Part VII column D / Schedule J column E) by filing year, matched by name within this organization. The Schedule J base / bonus / deferred breakdown is not parsed into this dataset.

See Utah Optometric Association executive salaries →

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Questions the 990 asks

The form asks each of these directly. These are the filed answers.

  • Family or business ties among officersPt VI · Ln 2No
  • Top official's pay set by an independent reviewPt VI · Ln 15aYes

Programs and updates

Educates eye care professionals, sets industry standards, and informs the public about eye health and safety.

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Provided by the organization

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1 program · in their own filed words · FY2019
01

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.

Pt IX · col B

Funders

Who pays for it.

From grant filings on record. Receipts are incomplete: individual donors are never listed.

Grants

Schedule I · this organization's grantmaking
Grants paid · 1 grant · $6K · 2019–2019
Individual RecipientFY2019$5,748

By the numbers

The FY2020 990, line by line.

1The main four
Money inPt VIII
$383K
Ln 12
Fees for servicesLn 2g$329K
Investment incomeLn 3$49K
Gifts and grantsLn 1h$5K
Money outPt IX
$353K
Ln 25
Owns and owesPt X
$852K
net assets · Ln 32
Cash and savingsLn 1–2$64K
Total assetsLn 16$852K
LiabilitiesLn 26$0
PeoplePt VI, VII
12
listed · VII A
PaidVII A1
Voting boardVI 1a11
IndependentVI 1b11
2In more detail
Revenue in detailPt VIII
Gifts and grantsLn 1h$5K
Fees for servicesLn 2g$329K
Investment incomeLn 3$49K
Gains on assetsLn 7$32K
Total revenueLn 12$383K
Assets in detailPt X, end of year
SavingsLn 2$64K
Cash and savings togetherLn 1–2$64K
InvestmentsLn 11–13$744K
Total assetsLn 16$852K
LiabilitiesLn 26$0
Net assetsLn 32$852K
OperationsPt I, VI
EmployeesI 52
VolunteersI 630
Fiscal year endsHeaderJuly
Conflict-of-interest policyVI 12aYes
Whistleblower policyVI 13Yes
Records policyVI 14No
3Year over year
Balance sheet, start vs end of yearPt X · col A, B
LineStart FY20End FY20
Cash and savingsLn 1–2$47K$64K
InvestmentsLn 11–13$710K$744K
Total assetsLn 16$824K$852K
LiabilitiesLn 26$0$0
Net assetsLn 32$824K$852K
4Every line
Statement of functional expensesPt IX · every line
LineTotalProgramsManagementFundraising
Grants to domestic organizationsLn 1$12K
Pay of current officers, directors and key staffLn 5$67K
Payroll taxesLn 10$5K
Legal feesLn 11b$507
Accounting feesLn 11c$7K
Lobbying feesLn 11d$41K
Investment management feesLn 11f$9K
Advertising and promotionLn 12$31K
Office expensesLn 13$12K
Information technologyLn 14$1K
OccupancyLn 16$389
TravelLn 17$4K
Conferences, conventions and meetingsLn 19$20K
Payments to affiliatesLn 21$128K
InsuranceLn 23$2K
Other expenses (24a–d)Ln 24$12K
All other expensesLn 24e$143
Total functional expensesLn 25$353K$0$0$0

Filing history

YearMoney inMoney outIn minus outNet assetsDownload
FY2026 Latest $753K$745K$9K$720K 990 PDF
FY2025 $734K$680K$54K$681K 990 PDF
FY2024 $679K$672K$8K$620K 990 PDF
FY2023 $587K$625K−$38K$534K 990 PDF
FY2022 $588K$769K−$181K$585K 990 PDF
FY2021 $552K$559K−$7K$865K 990 PDF
FY2020 Viewing $383K$353K$30K$852K 990 PDF

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Schedules filed Part IV

III · Programs R · Related orgs G · Fundraising L · Interested persons I · Grants A · Public support O · Explanations
See the full FY2020 990 (6 parts)
Part I · Summary $383,234 revenue, 12 lines filed
I-8 Contributions and grants$5,000
I-9 Program service revenuePrior year $513,207$328,800
I-10 Investment incomePrior year $44,213$49,434
I-11 Other revenue$0
I-12 Total revenuePrior year $557,420$383,234
I-13 Grants and similar amounts paidPrior year $4,417$11,748
I-14 Benefits paid to members$0
I-15 Salaries and benefitsPrior year $71,772$72,419
I-16a Professional fundraising fees$0
I-17 Other expensesPrior year $449,596$269,086
I-18 Total expensesPrior year $525,785$353,253
I-19 Revenue less expensesPrior year $31,635$29,981
Part VI · Governance 11 of 11 board members independent, 1 to look at
VI-1a Voting members of the governing body11
VI-1b Independent voting members11
VI-14 Document retention and destruction policyNo
VI-2 Family or business relationship among officers or directorsNo
VI-12a Written conflict of interest policyYes
VI-13 Written whistleblower policyYes
VI-15a Process for setting top official's payYes
Part VIII · Statement of revenue $383,234 across 6 lines filed
VIII-1f All other contributions, gifts and grants$5,000
VIII-1h Total contributions, gifts and grants$5,000
VIII-2a-f Program service revenue, itemized rows (sum of 2a–2f as filed)Related to mission $328,750 · Excluded from tax $50$328,800
VIII-3 Investment incomeExcluded from tax $17,191$17,191
VIII-7 Net gain or loss on sales of assetsExcluded from tax $32,243$32,243
VIII-12 Total revenueRelated to mission $328,750 · Excluded from tax $49,484$383,234
Part IX · Statement of functional expenses $353,253 across 17 lines filed
IX-1 Grants to domestic organizations$11,748
IX-5 Pay of current officers, directors and key staff$67,200
IX-10 Payroll taxes$5,219
IX-11b Legal fees$507
IX-11c Accounting fees$7,106
IX-11d Lobbying fees$41,372
IX-11f Investment management fees$9,086
IX-12 Advertising and promotion$30,615
IX-13 Office expenses$12,128
IX-14 Information technology$1,355
IX-16 Occupancy$389
IX-17 Travel$3,990
IX-19 Conferences, conventions and meetings$20,187
IX-21 Payments to affiliates$128,031
IX-23 Insurance$2,427
IX-24 Other expenses (24a–d)$11,750
IX-24e All other expenses$143
IX-25 Total functional expensesPrograms $0 · Management $0 · Fundraising $0$353,253
Part X · Balance sheet $851,771 assets, 8 lines filed
X-2 Savings and temporary cash investmentsStart of year $47,269$64,003
X-4 Accounts receivableStart of year $66,441$43,915
X-11 Publicly traded securitiesStart of year $710,334$743,853
X-16 Total assetsStart of year $824,044$851,771
X-26 Total liabilitiesStart of year $0$0
X-27 Net assets without donor restrictionsStart of year $824,044$851,771
X-32 Total net assets or fund balancesStart of year $824,044$851,771
X-33 Total liabilities and net assetsStart of year $824,044$851,771
Part XI · Reconciliation of net assets $851,771 net assets at year end
XI-1 Total revenue$383,234
XI-2 Total expenses$353,253
XI-3 Revenue less expenses$29,981
XI-4 Net assets at start of year$824,044
XI-5 Net unrealized gains (losses) on investments−$2,254
XI-10 Net assets at end of year$851,771

Form 990 e-file (XML) FY2020 from the IRS · Classification, formation year and address from the IRS Business Master File

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