Liabilities / Assets
55th percentile
Higher debt load relative to assets than 55% of similar nonprofits.
990 • Fiscal year 2023 • EIN 39-0840526
Precomputed percentiles for this filing year versus similar nonprofits in the same peer cohort.
Liabilities / Assets
55th percentile
Higher debt load relative to assets than 55% of similar nonprofits.
Liabilities / Revenue
74th percentile
Higher debt load relative to revenue than 74% of similar nonprofits.
Net Margin
74th percentile
Higher net margin than 74% of similar nonprofits.
Top Officer Pay
27th percentile
Higher top officer pay than 27% of similar nonprofits.
Top officer pay equals 0.0% of source-year revenue.
Asset Growth
59th percentile
Faster asset growth than 59% of similar nonprofits.
Revenue Growth
29th percentile
Faster revenue growth than 29% of similar nonprofits.
Assets
Up$1,883,821
Up $163,309 (+9.5%) from 2022
Net Assets
Up$1,534,248
Up $153,399 (+11%) from 2022
Liabilities
Up$349,573
Up $9,910 (+2.9%) from 2022
Revenue
Up$887,858
Up $1,062 (+0.1%) from 2022
Expenses
Down$767,119
Down $35,434 (-4.4%) from 2022
Net Income
Up$120,739
Up $36,496 (+43%) from 2022
The wisconsin optometric association is a nonprofit affiliate of licensed optometrists and associated businesses dedicated to the preservation and enhancement of the vision welfare of the people of wisconsin. The wisconsin optometric association (woa) exists to benefit every citizen through the development and delivery of cost effective, high quality, state of the art eye care equally available to everyone; and to maintain high technical and professional standards by all optometrists in all endeavors. The woa accomplishes this by: -education and dissemination of information to its members and the general public-organized governmental activity-mediation with consumer and public interest groups-providing collective benefits to members.
A nonprofit affiliate of licensed optometrists and associated businesses dedicated to the preservation and enhancement of the vision welfare of the people of wisconsin.
| Line | Beginning | End | Change |
|---|---|---|---|
| Assets | |||
| Savings and Temporary Cash Investments | $1,086,633 | $1,189,523 | ▲ $102,890 |
| Investments Other Securities | $467,220 | $494,912 | ▲ $27,692 |
| Investments in Publicly Traded Securities | $165,626 | $198,286 | ▲ $32,660 |
| Accounts Receivable | $326 | $714 | ▲ $388 |
| Land, Buildings, and Equipment, Net | $707 | $386 | ▼ $321 |
| Total Assets | $1,720,512 | $1,883,821 | ▲ $163,309 |
| Liabilities | |||
| Accounts Payable and Accrued Expenses | $225,808 | $230,107 | ▲ $4,299 |
| Deferred Revenue | $113,855 | $119,466 | ▲ $5,611 |
| Total Liabilities | $339,663 | $349,573 | ▲ $9,910 |
| Net Assets / Fund Balance | |||
| Net Assets Without Donor Restrictions | $1,380,849 | $1,534,248 | ▲ $153,399 |
| Total Net Assets Fund Balance | $1,380,849 | $1,534,248 | ▲ $153,399 |
| Total Liabilities and Net Assets / Fund Balance | $1,720,512 | $1,883,821 | ▲ $163,309 |
| Asset | Book Value | Depreciation | Basis |
|---|---|---|---|
| Equipment | $386 | $9,674 | $10,060 |
| Other Securities | $494,912 | - | - |
| Name | Title |
|---|---|
| Tessa Sokol Od | Immediate Past President |
| Ryan Ames | President |
| Andrew Nahas Od | President Elect |
| Ashley Torreano | Society President |
| Jamie Blavat Od | Society President |
| Martin Williamson | Society President |
| Michelle Kwon | Society President |
| Peter Theo | Executive Vice President |
| Rebecca Kabat Od | Vice President |
| Jeffrey Clements | Director |
| Kerry Griebenow | Director |
| Kyle Ross Od | Director |
| Tracy Rosiek Od | Director |
| Brittany Beers Od | Society Director |
| Emily Parker Od | Society Director |
| Deb Barnett Od | Secretary |
| Ryan Deibert Od | Treasurer |
| Contractor | Services | Location | Compensation |
|---|---|---|---|
| Theo Consulting And Management LLC | Management Of Assoc. | 6510 GRAND TETON PLAZA SUITE 312, Madison, WI 53719 | $490,745 |
| Line Item | Amount |
|---|---|
| Other Expenses | $767,119 |
| Grants and Similar Amounts Paid | $0 |
| Professional Fundraising Fees | $0 |
| Salaries, Compensation, and Employee Benefits | $0 |
| Total Fundraising Expense | $0 |
| Line Item | Program | Management | Fundraising | Total |
|---|---|---|---|---|
| Fees for Services Management | - | - | - | $490,745 |
| Conferences and Meetings | - | - | - | $180,674 |
| Fees for Services Lobbying | - | - | - | $36,000 |
| Office Expenses | - | - | - | $28,589 |
| Fees for Services Accounting | - | - | - | $7,600 |
| Travel | - | - | - | $6,640 |
| Insurance | - | - | - | $2,485 |
| Fees for Services Legal | - | - | - | $1,935 |
| Other Expenses | - | - | - | $1,000 |
| Depreciation Depletion | - | - | - | $321 |
| Total Functional Expenses | $0 | $0 | $0 | $767,119 |
| Line Item | Amount |
|---|---|
| Professional Fundraising Fees | $0 |
| Line Item | Amount |
|---|---|
| Current Year Nondeductible Lobbying and Political Cost | $13,600 |
| Total Nondeductible Lobbying and Political Cost | $13,600 |
| Interested Party | Relationship | Description | Shared Revenue | Amount |
|---|---|---|---|---|
| Peter Theo | Officer | Independent Contractor. Peter Theo Owns Theo Consulting and Management, LLC Which Manages the Association and Provides Lobbying Services on Behalf of the Association. | No | $490,745 |
“Dr. Brittany beers works at the practice that dr. Ryan ames owns. Dr. Andrew nahas is the chair of the optometry department at gunderson health and dr. Martin williamson is also employed at gunderson health.”
“Delegation of management duties: employees conducting woa business and providing services are employed by theo consulting and management, llc. The owner, mr. Peter theo, handles all hiring, firing, supervising of personnel and advises the board, with the assistance of staff person joleen breunig, in creating and executing a budget each year.”
“Members or stockholders: active, life and retired members have the right to vote. All members of the association with the exception of honorary, student, affiliate and associate members have the same rights.”
“Electing of the members of the governing body: all members of the association with the execption of honorary and student members are allowed to vote for officers and directors at the annual business meeting held each september.”
“Decisions of the governing body: suggested bylaws changes and the use of reserve funds beyond one year must be approved by a quorum at the annual business meeting held in september each year.”
“Review of form 990: mr. Peter theo, executive vice president, and joleen breunig, assistant executive vice president, review the form 990 prior to it being signed and submitted to the irs, as they have the most intimate knowledge of the finances of the association.”
“Annually the officers and directors review the organization's conflict of interest policy and the officers and directors are required to disclose any conflicts. Each board meeting provides an opportunity to address conflicts through society president reports.”
“No documents available to the public. Documents are available to members of the association upon request.”
“Vision statement: the wisconsin optometric association assists doctors of optometry in providing state of the art eye care to benefit their patients and communities. This goal is accomplished by continuous outreach, advocacy and education for the benefit of our members and their patients. The wisconsin optometric association sponsors 4 continuing education events each year in different parts of the state in order to provide wisconsin doctors of optometry the most up to date information in eye care. In recent years there has been an emphasis placed on communications, both internally with members and externally with the public. This includes increased communication with media outlets. The woa also places an emphasis on benevolent eye care programs for children such as a nationwide program called infantsee which provides a no cost vision assessment for children 6 months to 1 year in age. Finally the woa provides advocacy services for members in the areas of government relations and third party payor relations.”
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/AccountantCompileOrReviewInd | 0 | 0 |
| IRS990/AccountsPayableAccrExpnssGrp/BOYAmt | 0 | 225808 |
| IRS990/AccountsPayableAccrExpnssGrp/EOYAmt | 0 | 230107 |
| IRS990/AccountsReceivableGrp/BOYAmt | 0 | 326 |
| IRS990/AccountsReceivableGrp/EOYAmt | 0 | 714 |
| IRS990/ActivitiesConductedPrtshpInd | 0 | 0 |
| IRS990/ActivityOrMissionDesc | 0 | A NONPROFIT AFFILIATE OF LICENSED OPTOMETRISTS AND ASSOCIATED BUSINESSES DEDICATED TO THE PRESERVATION AND ENHANCEMENT OF THE VISION WELFARE OF THE PEOPLE OF WISCONSIN. |
| IRS990/AnnualDisclosureCoveredPrsnInd | 0 | 1 |
| IRS990/BooksInCareOfDetail/BusinessName/BusinessNameLine1Txt | 0 | PETER THEO EXECUTIVE VP |
| IRS990/BooksInCareOfDetail/PhoneNum | 0 | 6088242200 |
| IRS990/BooksInCareOfDetail/USAddress/AddressLine1Txt | 0 | 6510 GRAND TETON PLAZA STE 312 |
| IRS990/BooksInCareOfDetail/USAddress/CityNm | 0 | MADISON |
| IRS990/BooksInCareOfDetail/USAddress/StateAbbreviationCd | 0 | WI |
| IRS990/BooksInCareOfDetail/USAddress/ZIPCd | 0 | 53719 |
| IRS990/BusinessRlnWith35CtrlEntInd | 0 | 1 |
| IRS990/BusinessRlnWithFamMemInd | 0 | 0 |
| IRS990/BusinessRlnWithOrgMemInd | 0 | 0 |
| IRS990/ChangeToOrgDocumentsInd | 0 | 0 |
| IRS990/CntrctRcvdGreaterThan100KCnt | 0 | 1 |
| IRS990/CollectionsOfArtInd | 0 | 0 |
| IRS990/CompensationFromOtherSrcsInd | 0 | 0 |
| IRS990/CompensationProcessCEOInd | 0 | 0 |
| IRS990/CompensationProcessOtherInd | 0 | 0 |
| IRS990/ConferencesMeetingsGrp/TotalAmt | 0 | 180674 |
| IRS990/ConflictOfInterestPolicyInd | 0 | 1 |
| IRS990/ConservationEasementsInd | 0 | 0 |
| IRS990/ConsolidatedAuditFinclStmtInd | 0 | 0 |
| IRS990/ContractorCompensationGrp/CompensationAmt | 0 | 490745 |
| IRS990/ContractorCompensationGrp/ContractorAddress/USAddress/AddressLine1Txt | 0 | 6510 GRAND TETON PLAZA SUITE 312 |
| IRS990/ContractorCompensationGrp/ContractorAddress/USAddress/CityNm | 0 | MADISON |
| IRS990/ContractorCompensationGrp/ContractorAddress/USAddress/StateAbbreviationCd | 0 | WI |
| IRS990/ContractorCompensationGrp/ContractorAddress/USAddress/ZIPCd | 0 | 53719 |
| IRS990/ContractorCompensationGrp/ContractorName/BusinessName/BusinessNameLine1Txt | 0 | THEO CONSULTING AND MANAGEMENT LLC |
| IRS990/ContractorCompensationGrp/ServicesDesc | 0 | MANAGEMENT OF ASSOC. |
| IRS990/CreditCounselingInd | 0 | 0 |
| IRS990/CYBenefitsPaidToMembersAmt | 0 | 0 |
| IRS990/CYContributionsGrantsAmt | 0 | 0 |
| IRS990/CYGrantsAndSimilarPaidAmt | 0 | 0 |
| IRS990/CYInvestmentIncomeAmt | 0 | 45453 |
| IRS990/CYOtherExpensesAmt | 0 | 767119 |
| IRS990/CYOtherRevenueAmt | 0 | 15640 |
| IRS990/CYProgramServiceRevenueAmt | 0 | 826765 |
| IRS990/CYRevenuesLessExpensesAmt | 0 | 120739 |
| IRS990/CYSalariesCompEmpBnftPaidAmt | 0 | 0 |
| IRS990/CYTotalExpensesAmt | 0 | 767119 |
| IRS990/CYTotalFundraisingExpenseAmt | 0 | 0 |
| IRS990/CYTotalProfFndrsngExpnsAmt | 0 | 0 |
| IRS990/CYTotalRevenueAmt | 0 | 887858 |
| IRS990/DecisionsSubjectToApprovaInd | 0 | 1 |
| IRS990/DeductibleArtContributionInd | 0 | 0 |
| IRS990/DeductibleNonCashContriInd | 0 | 0 |
| IRS990/DeferredRevenueGrp/BOYAmt | 0 | 113855 |
| IRS990/DeferredRevenueGrp/EOYAmt | 0 | 119466 |
| IRS990/DelegationOfMgmtDutiesInd | 0 | 1 |
| IRS990/DepreciationDepletionGrp/TotalAmt | 0 | 321 |
| IRS990/Desc | 0 | PROMOTES EDUCATION AND PUBLIC AWARENESS OF THE OPTOMETRY PROFESSION SO AS TO IMPROVE THE DELIVERY OF VISION CARE THROUGH COMMUNICATION AND ADVOCACY EFFORTS. THE ORGANIZATION HOLDS 4 EDUCATION EVENTS PER YEAR WITH TOTAL ATTENDANCE OF APPROXIMATELY 580 DOCTORS OF OPTOMETRY. THE ORGANIZATION OFFERS CONTINUING EDUCATION FOR DOCTORS OF OPTOMETRY SO THEY CAN MEET THEIR RE-LICENSURE REQUIREMENTS AND ALSO STAY ABREAST OF THE MOST CURRENT TRENDS IN EYE CARE TO BETTER CARE FOR THEIR PATIENTS. THE ASSOCIATION ALSO DOES PUBLIC AWARENESS REGARDING THE IMPORTANCE OF EYE HEALTH THROUGH PRESS RELEASES TO TV/RADIO AND PRINT OUTLETS AND INFORMATIONAL VIDEOS ON EYE HEALTH TOPICS DISTRIBUTED THROUGH OUR SOCIAL MEDIA. |
| IRS990/DescribedInSection501c3Ind | 0 | 0 |
| IRS990/DisregardedEntityInd | 0 | 0 |
| IRS990/DocumentRetentionPolicyInd | 0 | 1 |
| IRS990/DonorAdvisedFundInd | 0 | 0 |
| IRS990/DonorRstrOrQuasiEndowmentsInd | 0 | 0 |
| IRS990/ElectionOfBoardMembersInd | 0 | 1 |
| IRS990/EmployeeCnt | 0 | 0 |
| IRS990/FamilyOrBusinessRlnInd | 0 | 1 |
| IRS990/FederalGrantAuditRequiredInd | 0 | 0 |
| IRS990/FeesForServicesAccountingGrp/TotalAmt | 0 | 7600 |
| IRS990/FeesForServicesLegalGrp/TotalAmt | 0 | 1935 |
| IRS990/FeesForServicesLobbyingGrp/TotalAmt | 0 | 36000 |
| IRS990/FeesForServicesManagementGrp/TotalAmt | 0 | 490745 |
| IRS990/ForeignActivitiesInd | 0 | 0 |
| IRS990/ForeignFinancialAccountInd | 0 | 0 |
| IRS990/ForeignOfficeInd | 0 | 0 |
| IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt | 0 | 6.00 |
| IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt | 1 | 1.00 |
| IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt | 2 | 1.00 |
| IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt | 3 | 6.00 |
| IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt | 4 | 1.00 |
| IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt | 5 | 1.00 |
| IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt | 6 | 1.00 |
| IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt | 7 | 1.00 |
| IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt | 8 | 1.00 |
| IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt | 9 | 1.00 |
| IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt | 10 | 6.00 |
| IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt | 11 | 6.00 |
| IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt | 12 | 6.00 |
| IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt | 13 | 6.00 |
| IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt | 14 | 1.00 |
| IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt | 15 | 1.00 |
| IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt | 16 | 40.00 |
| IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd | 0 | X |
| IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd | 1 | X |
| IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd | 2 | X |
| IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd | 3 | X |
| IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd | 4 | X |
| IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd | 5 | X |
| IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd | 6 | X |
| IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd | 7 | X |
| IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd | 8 | X |
| IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd | 9 | X |
| IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd | 10 | X |
| IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd | 11 | X |
| IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd | 12 | X |
| IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd | 13 | X |
| IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd | 14 | X |
| IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd | 15 | X |
| IRS990/Form990PartVIISectionAGrp/OfficerInd | 0 | X |
| IRS990/Form990PartVIISectionAGrp/OfficerInd | 1 | X |
| IRS990/Form990PartVIISectionAGrp/OfficerInd | 2 | X |
| IRS990/Form990PartVIISectionAGrp/OfficerInd | 3 | X |
| IRS990/Form990PartVIISectionAGrp/OfficerInd | 4 | X |
| IRS990/Form990PartVIISectionAGrp/OfficerInd | 5 | X |
| IRS990/Form990PartVIISectionAGrp/OfficerInd | 6 | X |
| IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt | 0 | 0 |
| IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt | 1 | 0 |
| IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt | 2 | 0 |
| IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt | 3 | 0 |
| IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt | 4 | 0 |
| IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt | 5 | 0 |
| IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt | 6 | 0 |
| IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt | 7 | 0 |
| IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt | 8 | 0 |
| IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt | 9 | 0 |
| IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt | 10 | 0 |
| IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt | 11 | 0 |
| IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt | 12 | 0 |
| IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt | 13 | 0 |
| IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt | 14 | 0 |
| IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt | 15 | 0 |
| IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt | 16 | 0 |
| IRS990/Form990PartVIISectionAGrp/PersonNm | 0 | ANDREW NAHAS OD |
| IRS990/Form990PartVIISectionAGrp/PersonNm | 1 | ASHLEY TORREANO |
| IRS990/Form990PartVIISectionAGrp/PersonNm | 2 | BRITTANY BEERS OD |
| IRS990/Form990PartVIISectionAGrp/PersonNm | 3 | DEB BARNETT OD |
| IRS990/Form990PartVIISectionAGrp/PersonNm | 4 | EMILY PARKER OD |
| IRS990/Form990PartVIISectionAGrp/PersonNm | 5 | JEFFREY CLEMENTS |
| IRS990/Form990PartVIISectionAGrp/PersonNm | 6 | KERRY GRIEBENOW |
| IRS990/Form990PartVIISectionAGrp/PersonNm | 7 | KYLE ROSS OD |
| IRS990/Form990PartVIISectionAGrp/PersonNm | 8 | MARTIN WILLIAMSON |
| IRS990/Form990PartVIISectionAGrp/PersonNm | 9 | MICHELLE KWON |
| IRS990/Form990PartVIISectionAGrp/PersonNm | 10 | REBECCA KABAT OD |
| IRS990/Form990PartVIISectionAGrp/PersonNm | 11 | RYAN AMES |
| IRS990/Form990PartVIISectionAGrp/PersonNm | 12 | RYAN DEIBERT OD |
| IRS990/Form990PartVIISectionAGrp/PersonNm | 13 | TESSA SOKOL OD |
| IRS990/Form990PartVIISectionAGrp/PersonNm | 14 | TRACY ROSIEK OD |
| IRS990/Form990PartVIISectionAGrp/PersonNm | 15 | JAMIE BLAVAT OD |
| IRS990/Form990PartVIISectionAGrp/PersonNm | 16 | PETER THEO |
| IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt | 0 | 0 |
| IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt | 1 | 0 |
| IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt | 2 | 0 |
| IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt | 3 | 0 |
| IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt | 4 | 0 |
| IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt | 5 | 0 |
| IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt | 6 | 0 |
| IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt | 7 | 0 |
| IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt | 8 | 0 |
| IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt | 9 | 0 |
| IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt | 10 | 0 |
| IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt | 11 | 0 |
| IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt | 12 | 0 |
| IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt | 13 | 0 |
| IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt | 14 | 0 |
| IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt | 15 | 0 |
| IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt | 16 | 0 |
| IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt | 0 | 0 |
| IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt | 1 | 0 |
| IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt | 2 | 0 |
| IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt | 3 | 0 |
| IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt | 4 | 0 |
| IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt | 5 | 0 |
| IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt | 6 | 0 |
| IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt | 7 | 0 |
| IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt | 8 | 0 |
| IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt | 9 | 0 |
| IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt | 10 | 0 |
| IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt | 11 | 0 |
| IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt | 12 | 0 |
| IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt | 13 | 0 |
| IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt | 14 | 0 |
| IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt | 15 | 0 |
| IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt | 16 | 0 |
| IRS990/Form990PartVIISectionAGrp/TitleTxt | 0 | PRESIDENT ELECT |
| IRS990/Form990PartVIISectionAGrp/TitleTxt | 1 | SOCIETY PRESIDENT |
| IRS990/Form990PartVIISectionAGrp/TitleTxt | 2 | SOCIETY DIRECTOR |
| IRS990/Form990PartVIISectionAGrp/TitleTxt | 3 | SECRETARY |
| IRS990/Form990PartVIISectionAGrp/TitleTxt | 4 | SOCIETY DIRECTOR |
| IRS990/Form990PartVIISectionAGrp/TitleTxt | 5 | DIRECTOR |
| IRS990/Form990PartVIISectionAGrp/TitleTxt | 6 | DIRECTOR |
| IRS990/Form990PartVIISectionAGrp/TitleTxt | 7 | DIRECTOR |
| IRS990/Form990PartVIISectionAGrp/TitleTxt | 8 | SOCIETY PRESIDENT |
| IRS990/Form990PartVIISectionAGrp/TitleTxt | 9 | SOCIETY PRESIDENT |
| IRS990/Form990PartVIISectionAGrp/TitleTxt | 10 | VICE PRESIDENT |
| IRS990/Form990PartVIISectionAGrp/TitleTxt | 11 | PRESIDENT |
| IRS990/Form990PartVIISectionAGrp/TitleTxt | 12 | TREASURER |
| IRS990/Form990PartVIISectionAGrp/TitleTxt | 13 | IMMEDIATE PAST PRESIDENT |
| IRS990/Form990PartVIISectionAGrp/TitleTxt | 14 | DIRECTOR |
| IRS990/Form990PartVIISectionAGrp/TitleTxt | 15 | SOCIETY PRESIDENT |
| IRS990/Form990PartVIISectionAGrp/TitleTxt | 16 | EXECUTIVE VICE PRESIDENT |
| IRS990/Form990ProvidedToGvrnBodyInd | 0 | 0 |
| IRS990/FormationYr | 0 | 1937 |
| IRS990/FormerOfcrEmployeesListedInd | 0 | 0 |
| IRS990/FSAuditedInd | 0 | 0 |
| IRS990/FundraisingActivitiesInd | 0 | 0 |
| IRS990/GamingActivitiesInd | 0 | 0 |
| IRS990/GoverningBodyVotingMembersCnt | 0 | 17 |
| IRS990/GrantsToIndividualsInd | 0 | 0 |
| IRS990/GrantsToOrganizationsInd | 0 | 0 |
| IRS990/GrantToRelatedPersonInd | 0 | 0 |
| IRS990/GrossReceiptsAmt | 0 | 887858 |
| IRS990/GroupReturnForAffiliatesInd | 0 | 0 |
| IRS990/IncludeFIN48FootnoteInd | 0 | 0 |
| IRS990/IndependentAuditFinclStmtInd | 0 | 0 |
| IRS990/IndependentVotingMemberCnt | 0 | 17 |
| IRS990/IndivRcvdGreaterThan100KCnt | 0 | 0 |
| IRS990/IndoorTanningServicesInd | 0 | 0 |
| IRS990/InfoInScheduleOPartIIIInd | 0 | X |
| IRS990/InfoInScheduleOPartVIInd | 0 | X |
| IRS990/InsuranceGrp/TotalAmt | 0 | 2485 |
| IRS990/InvestmentIncomeGrp/ExclusionAmt | 0 | 45453 |
| IRS990/InvestmentIncomeGrp/TotalRevenueColumnAmt | 0 | 45453 |
| IRS990/InvestmentInJointVentureInd | 0 | 0 |
| IRS990/InvestmentsOtherSecuritiesGrp/BOYAmt | 0 | 467220 |
| IRS990/InvestmentsOtherSecuritiesGrp/EOYAmt | 0 | 494912 |
| IRS990/InvestmentsPubTradedSecGrp/BOYAmt | 0 | 165626 |
| IRS990/InvestmentsPubTradedSecGrp/EOYAmt | 0 | 198286 |
| IRS990/IRPDocumentCnt | 0 | 8 |
| IRS990/IRPDocumentW2GCnt | 0 | 0 |
| IRS990/LandBldgEquipAccumDeprecAmt | 0 | 9674 |
| IRS990/LandBldgEquipBasisNetGrp/BOYAmt | 0 | 707 |
| IRS990/LandBldgEquipBasisNetGrp/EOYAmt | 0 | 386 |
| IRS990/LandBldgEquipCostOrOtherBssAmt | 0 | 10060 |
| IRS990/LegalDomicileStateCd | 0 | WI |
| IRS990/LoanOutstandingInd | 0 | 0 |
| IRS990/LocalChaptersInd | 0 | 1 |
| IRS990/MaterialDiversionOrMisuseInd | 0 | 0 |
| IRS990/MembersOrStockholdersInd | 0 | 1 |
| IRS990/MethodOfAccountingAccrualInd | 0 | X |
| IRS990/MinutesOfCommitteesInd | 0 | 1 |
| IRS990/MinutesOfGoverningBodyInd | 0 | 1 |
| IRS990/MissionDesc | 0 | THE WISCONSIN OPTOMETRIC ASSOCIATION IS A NONPROFIT AFFILIATE OF LICENSED OPTOMETRISTS AND ASSOCIATED BUSINESSES DEDICATED TO THE PRESERVATION AND ENHANCEMENT OF THE VISION WELFARE OF THE PEOPLE OF WISCONSIN. THE WISCONSIN OPTOMETRIC ASSOCIATION (WOA) EXISTS TO BENEFIT EVERY CITIZEN THROUGH THE DEVELOPMENT AND DELIVERY OF COST EFFECTIVE, HIGH QUALITY, STATE OF THE ART EYE CARE EQUALLY AVAILABLE TO EVERYONE; AND TO MAINTAIN HIGH TECHNICAL AND PROFESSIONAL STANDARDS BY ALL OPTOMETRISTS IN ALL ENDEAVORS. THE WOA ACCOMPLISHES THIS BY: -EDUCATION AND DISSEMINATION OF INFORMATION TO ITS MEMBERS AND THE GENERAL PUBLIC-ORGANIZED GOVERNMENTAL ACTIVITY-MEDIATION WITH CONSUMER AND PUBLIC INTEREST GROUPS-PROVIDING COLLECTIVE BENEFITS TO MEMBERS. |
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| IRS990/NondeductibleContriDisclInd | 0 | 1 |
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| IRS990/OfficerMailingAddressInd | 0 | 0 |
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| IRS990/Organization501cInd | 0 | X |
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| IRS990/OtherExpensesGrp/Desc | 0 | MISCELLANEOUS |
| IRS990/OtherExpensesGrp/Desc | 1 | COMMITTEE EXPENSES |
| IRS990/OtherExpensesGrp/Desc | 2 | DONATION |
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| IRS990/OtherExpensesGrp/TotalAmt | 2 | 1000 |
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| IRS990/PoliciesReferenceChaptersInd | 0 | 1 |
| IRS990/PoliticalCampaignActyInd | 0 | 0 |
| IRS990/PrincipalOfficerNm | 0 | PETER THEO |
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| IRS990/ProgramServiceRevenueGrp/Desc | 0 | MEMBERSHIP DUES |
| IRS990/ProgramServiceRevenueGrp/Desc | 1 | CONVENTIONS & SEMINARS |
| IRS990/ProgramServiceRevenueGrp/Desc | 2 | NEWSLETTER |
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| IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt | 1 | 373344 |
| IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt | 2 | 3750 |
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| IRS990/RegularMonitoringEnfrcInd | 0 | 1 |
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| IRS990/ReportLandBuildingEquipmentInd | 0 | 1 |
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| IRS990ScheduleD/OtherSecuritiesGrp/Desc | 0 | ANNUITY CONTRACTS |
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| IRS990ScheduleL/BusTrInvolveInterestedPrsnGrp/TransactionDesc | 0 | INDEPENDENT CONTRACTOR. PETER THEO OWNS THEO CONSULTING AND MANAGEMENT, LLC WHICH MANAGES THE ASSOCIATION AND PROVIDES LOBBYING SERVICES ON BEHALF OF THE ASSOCIATION. |
| IRS990/ScheduleORequiredInd | 0 | 1 |
| IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt | 0 | VISION STATEMENT: THE WISCONSIN OPTOMETRIC ASSOCIATION ASSISTS DOCTORS OF OPTOMETRY IN PROVIDING STATE OF THE ART EYE CARE TO BENEFIT THEIR PATIENTS AND COMMUNITIES. THIS GOAL IS ACCOMPLISHED BY CONTINUOUS OUTREACH, ADVOCACY AND EDUCATION FOR THE BENEFIT OF OUR MEMBERS AND THEIR PATIENTS. THE WISCONSIN OPTOMETRIC ASSOCIATION SPONSORS 4 CONTINUING EDUCATION EVENTS EACH YEAR IN DIFFERENT PARTS OF THE STATE IN ORDER TO PROVIDE WISCONSIN DOCTORS OF OPTOMETRY THE MOST UP TO DATE INFORMATION IN EYE CARE. IN RECENT YEARS THERE HAS BEEN AN EMPHASIS PLACED ON COMMUNICATIONS, BOTH INTERNALLY WITH MEMBERS AND EXTERNALLY WITH THE PUBLIC. THIS INCLUDES INCREASED COMMUNICATION WITH MEDIA OUTLETS. THE WOA ALSO PLACES AN EMPHASIS ON BENEVOLENT EYE CARE PROGRAMS FOR CHILDREN SUCH AS A NATIONWIDE PROGRAM CALLED INFANTSEE WHICH PROVIDES A NO COST VISION ASSESSMENT FOR CHILDREN 6 MONTHS TO 1 YEAR IN AGE. FINALLY THE WOA PROVIDES ADVOCACY SERVICES FOR MEMBERS IN THE AREAS OF GOVERNMENT RELATIONS AND THIRD PARTY PAYOR RELATIONS. |
| IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt | 1 | DR. BRITTANY BEERS WORKS AT THE PRACTICE THAT DR. RYAN AMES OWNS. DR. ANDREW NAHAS IS THE CHAIR OF THE OPTOMETRY DEPARTMENT AT GUNDERSON HEALTH AND DR. MARTIN WILLIAMSON IS ALSO EMPLOYED AT GUNDERSON HEALTH. |
| IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt | 2 | DELEGATION OF MANAGEMENT DUTIES: EMPLOYEES CONDUCTING WOA BUSINESS AND PROVIDING SERVICES ARE EMPLOYED BY THEO CONSULTING AND MANAGEMENT, LLC. THE OWNER, MR. PETER THEO, HANDLES ALL HIRING, FIRING, SUPERVISING OF PERSONNEL AND ADVISES THE BOARD, WITH THE ASSISTANCE OF STAFF PERSON JOLEEN BREUNIG, IN CREATING AND EXECUTING A BUDGET EACH YEAR. |
| IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt | 3 | MEMBERS OR STOCKHOLDERS: ACTIVE, LIFE AND RETIRED MEMBERS HAVE THE RIGHT TO VOTE. ALL MEMBERS OF THE ASSOCIATION WITH THE EXCEPTION OF HONORARY, STUDENT, AFFILIATE AND ASSOCIATE MEMBERS HAVE THE SAME RIGHTS. |
| IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt | 4 | ELECTING OF THE MEMBERS OF THE GOVERNING BODY: ALL MEMBERS OF THE ASSOCIATION WITH THE EXECPTION OF HONORARY AND STUDENT MEMBERS ARE ALLOWED TO VOTE FOR OFFICERS AND DIRECTORS AT THE ANNUAL BUSINESS MEETING HELD EACH SEPTEMBER. |
| IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt | 5 | DECISIONS OF THE GOVERNING BODY: SUGGESTED BYLAWS CHANGES AND THE USE OF RESERVE FUNDS BEYOND ONE YEAR MUST BE APPROVED BY A QUORUM AT THE ANNUAL BUSINESS MEETING HELD IN SEPTEMBER EACH YEAR. |
| IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt | 6 | REVIEW OF FORM 990: MR. PETER THEO, EXECUTIVE VICE PRESIDENT, AND JOLEEN BREUNIG, ASSISTANT EXECUTIVE VICE PRESIDENT, REVIEW THE FORM 990 PRIOR TO IT BEING SIGNED AND SUBMITTED TO THE IRS, AS THEY HAVE THE MOST INTIMATE KNOWLEDGE OF THE FINANCES OF THE ASSOCIATION. |
| IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt | 7 | ANNUALLY THE OFFICERS AND DIRECTORS REVIEW THE ORGANIZATION'S CONFLICT OF INTEREST POLICY AND THE OFFICERS AND DIRECTORS ARE REQUIRED TO DISCLOSE ANY CONFLICTS. EACH BOARD MEETING PROVIDES AN OPPORTUNITY TO ADDRESS CONFLICTS THROUGH SOCIETY PRESIDENT REPORTS. |
| IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt | 8 | NO DOCUMENTS AVAILABLE TO THE PUBLIC. DOCUMENTS ARE AVAILABLE TO MEMBERS OF THE ASSOCIATION UPON REQUEST. |
| IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc | 0 | FORM 990, PART III, LINE 1: |
| IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc | 1 | FORM 990, PART VI, SECTION A, LINE 2 |
| IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc | 2 | FORM 990, PART VI, SECTION A, LINE 3 |
| IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc | 3 | FORM 990, PART VI, SECTION A, LINE 6 |
| IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc | 4 | FORM 990, PART VI, SECTION A, LINE 7A |
| IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc | 5 | FORM 990, PART VI, SECTION A, LINE 7B |
| IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc | 6 | FORM 990, PART VI, SECTION B, LINE 11B |
| IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc | 7 | FORM 990, PART VI, SECTION B, LINE 12C |
| IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc | 8 | FORM 990, PART VI, SECTION C, LINE 19 |
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| IRS990/SubjectToProxyTaxInd | 0 | 1 |
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| IRS990/TaxablePartyNotificationInd | 0 | 0 |
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| IRS990/TotalLiabilitiesEOYAmt | 0 | 349573 |
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| IRS990/TotalVolunteersCnt | 0 | 35 |
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| IRS990/TypeOfOrganizationCorpInd | 0 | X |
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| IRS990/USAddress/CityNm | 0 | MADISON |
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| IRS990/VotingMembersIndependentCnt | 0 | 17 |
| IRS990/WebsiteAddressTxt | 0 | WWW.WOA-EYES.ORG |
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| ReturnHeader/BuildTS | 0 | 2024-08-08 14:25:15Z |
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Displayed year
2023 • Form 990Detailed filing. Detailed filing data is available for this year.
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