UTAH OPTOMETRIC ASSOCIATION (EIN 870399866) - Form 990 Financial Analysis & Trantor Score

🔒

Financial Vulnerability Assessment (Tuckman-Chang)

4 risk indicators measuring financial stability and operational resilience

Sign in with your work email to view Tuckman-Chang indicators

Financial Trends

Organization Details

Formation Year

1997

Legal Domicile

Principal Officer

JEFF SIMMONS

Phone

8013649103

Tax Period

2024-08-01 to 2025-07-31

UTAH OPTOMETRIC ASSOCIATION, founded in 1997, is a small nonprofit that reported $734K in total revenue in fiscal year 2024. Revenue grew 8% year-over-year, indicating healthy expansion. Expenses of $680K left a modest 7% surplus.

Mission

TO PROMOTE THE HIGHEST PROFESSIONAL STANDARDS IN VISION CARE SO THAT THOSE SERVICES WILL BE PROVIDED TO PATIENTS AND CITIZENS OF UTAH.

🔒

Trantor Score

Financial Health Score (300–850) · Liquidity · Solvency · Sustainability · Efficiency

Sign in to view Trantor Score and financial metrics

Liquidity (40%) • Solvency (30%) • Sustainability (20%) • Efficiency (10%)

Financial Overview (2024)

Revenue Breakdown

Contributions & Grants $0

Program Service Revenue $696,788

Investment Income $37,261

Other Revenue $0

TOTAL REVENUE $734,049

Expense Breakdown

Grants Paid $0

Salaries & Benefits $106,413

Fundraising Expenses $0

Other Expenses $573,768

TOTAL EXPENSES $680,181

Year-over-Year Comparison

	2024	2023	Change
Revenue	$734,049	$679,414	+0.1%
Expenses	$680,181	$671,516	+0.0%
Net Income	$53,868	$7,898	+5.8%

Key Indicators

✗ Grants to Organizations ✗ Grants to Individuals ✗ Lobbying ✗ Political Activity ✗ Foreign Activities ✗ Donor Advised Fund ✗ Schedule B Required

🔒

Financial Health Indicators

Comprehensive financial analysis: Altman Z-Score, liquidity, solvency, sustainability, efficiency, and growth metrics

Financial Distress Indicator

Liquidity & Cash Position

Sign in to view all financial metrics

Altman Z-Score • Liquidity Ratios • Solvency Analysis • Growth Indicators • Efficiency Metrics

Governance

Voting Members

Independent Members

Employees

Volunteers

Governance Policies

✗ Conflict of Interest Policy

✗ Whistleblower Policy

✗ Document Retention Policy

Special Practices & Reported Activities

✗ Operated a School

✗ Operated a Hospital

✗ Provided First Class Travel

✗ Reported Conflict of Interest

✗ Reported Asset Diversion

✗ Excess Benefit Transaction

✗ Made Political Expenditures

✗ Engaged in Lobbying

✗ Operated Donor Advised Fund

✗ Maintained Art Collections

✗ Filed Form 720

Compensation of Officers, Directors & Key Employees

Total Officers

$40,000

Total Directors

$40,000

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
CHANAE LANDEEN	ASSOCIATE EXECUTIVE DIRECTOR	40.00	Highest	$50,000	$0	$50,000
MARK TAYLOR	EXECUTIVE DIRECTOR	20.00	Officer Director	$40,000	$0	$40,000
BEN COLLINS	TRUSTEE	4.00	Director	$0	$0	$0
MARK CURTIS	TRUSTEE	4.00	Director	$0	$0	$0
DALLIN BOARDMAN	TRUSTEE	4.00	Director	$0	$0	$0
COLLIN GRAY	PRESIDENT ELECT	4.00	Director	$0	$0	$0
CRAIG PEW	TRUSTEE	4.00	Director	$0	$0	$0
RYAN ROBISON	TRUSTEE	4.00	Director	$0	$0	$0
COURT WILKINS	TRUSTEE	4.00	Director	$0	$0	$0
KENYON ANDERSON	PAST PRESIDENT	4.00	Officer Director	$0	$0	$0
JEFF SIMMONS	PRESIDENT	4.00	Officer Director	$0	$0	$0
KYLE WILSON	VP OF FINANCE	4.00	Officer Director	$0	$0	$0
KAELEEN FRANSON	VP OF LEGISLATION	4.00	Officer Director	$0	$0	$0

Note: Compensation data is self-reported by the organization on their Form 990. "Reportable Comp" includes salary, bonuses, and other reportable compensation from the organization and related organizations. "Other Comp" includes benefits, deferred compensation, and non-taxable benefits.

Historical Data

Year	Revenue	Expenses	Assets	Net Income
2025	$734,049	$680,181	$686,833	$53,868
2024	$679,414	$671,516	$621,910	$7,898
2023	$586,852	$624,593	$534,291	$-37,741
2022	$587,739	$768,779	$634,781	$-181,040
2021	$551,725	$559,110	$909,778	$-7,385
2020	$383,234	$353,253	$851,771	$29,981
2019	$557,420	$525,785	$824,044	$31,635
2018	$484,868	$498,925	$814,132	$-14,057

UTAH OPTOMETRIC ASSOCIATION