Civic Intelligence

Wisconsin Optometric Association

990 • Fiscal year 2023 • EIN 39-0840526

Jan 01, 2023 to Dec 31, 2023 • Filed on Aug 14, 2024

6510 Grand Teton Plaza Suite 312Madison, WI 53719-1029

(608) 824-2200

Siviq Scores

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

Liabilities / Assets

55th percentile

0.19x

Higher debt load relative to assets than 55% of similar nonprofits.

2023 filings • 501(c)6 • $1M-$5M nonprofits • Source year 2023

Liabilities / Revenue

74th percentile

0.39x

Higher debt load relative to revenue than 74% of similar nonprofits.

2023 filings • 501(c)6 • $1M-$5M nonprofits • Source year 2023

Net Margin

74th percentile

14%

Higher net margin than 74% of similar nonprofits.

2023 filings • 501(c)6 • $1M-$5M nonprofits • Source year 2023

Top Officer Pay

27th percentile

$0

Higher top officer pay than 27% of similar nonprofits.

Top officer pay equals 0.0% of source-year revenue.

2023 filings • 501(c)6 • $1M-$5M nonprofits • Source year 2023

Asset Growth

59th percentile

9.5%

Faster asset growth than 59% of similar nonprofits.

2023 filings • 501(c)6 • $1M-$5M nonprofits • Annualized from 2022 to 2023

Revenue Growth

29th percentile

0.1%

Faster revenue growth than 29% of similar nonprofits.

2023 filings • 501(c)6 • $1M-$5M nonprofits • Annualized from 2022 to 2023

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

Historical Trend

Balance Sheet Trend

The highlighted filing sits inside the broader history for assets, liabilities, and net assets.

$2.0M$1.5M$1.0M$500K$0Assets 2010: $954,272Liabilities 2010: $181,794Net Assets 2010: $772,4782010Assets 2011: $1,067,578Liabilities 2011: $252,290Net Assets 2011: $815,2882011Assets 2012: $1,127,712Liabilities 2012: $233,239Net Assets 2012: $894,4732012Assets 2013: $1,270,499Liabilities 2013: $291,989Net Assets 2013: $978,5102013Assets 2014: $1,310,617Liabilities 2014: $324,404Net Assets 2014: $986,2132014Assets 2015: $1,333,158Liabilities 2015: $316,744Net Assets 2015: $1,016,4142015Assets 2016: $1,394,539Liabilities 2016: $374,441Net Assets 2016: $1,020,0982016Assets 2017: $1,440,459Liabilities 2017: $356,898Net Assets 2017: $1,083,5612017Assets 2018: $1,420,764Liabilities 2018: $340,605Net Assets 2018: $1,080,1592018Assets 2019: $1,604,285Liabilities 2019: $396,364Net Assets 2019: $1,207,9212019Assets 2020: $1,623,855Liabilities 2020: $372,650Net Assets 2020: $1,251,2052020Assets 2021: $1,750,914Liabilities 2021: $419,544Net Assets 2021: $1,331,3702021Assets 2022: $1,720,512Liabilities 2022: $339,663Net Assets 2022: $1,380,8492022Assets 2023: $1,883,821Liabilities 2023: $349,573Net Assets 2023: $1,534,2482023Assets 2024: $1,939,533Liabilities 2024: $327,110Net Assets 2024: $1,612,4232024

Highlighted filing

2023

Assets$1,883,821
Liabilities$349,573
Net Assets$1,534,248

Operations Trend

Revenue, expenses, and net income across loaded years, with this filing highlighted.

$1.0M$500K$0-$500KExpenses 2010: $682,9832010Expenses 2011: $686,7602011Revenue 2012: $764,303Expenses 2012: $722,853Net Income 2012: $41,4502012Revenue 2013: $852,908Expenses 2013: $788,421Net Income 2013: $64,4872013Revenue 2014: $781,676Expenses 2014: $777,806Net Income 2014: $3,8702014Revenue 2015: $793,086Expenses 2015: $759,373Net Income 2015: $33,7132015Revenue 2016: $765,805Expenses 2016: $770,174Net Income 2016: -$4,3692016Revenue 2017: $783,190Expenses 2017: $743,312Net Income 2017: $39,8782017Revenue 2018: $773,732Expenses 2018: $763,498Net Income 2018: $10,2342018Revenue 2019: $890,218Expenses 2019: $792,481Net Income 2019: $97,7372019Revenue 2020: $680,009Expenses 2020: $653,052Net Income 2020: $26,9572020Revenue 2021: $749,977Expenses 2021: $700,524Net Income 2021: $49,4532021Revenue 2022: $886,796Expenses 2022: $802,553Net Income 2022: $84,2432022Revenue 2023: $887,858Expenses 2023: $767,119Net Income 2023: $120,7392023Revenue 2024: $852,066Expenses 2024: $801,226Net Income 2024: $50,8402024

Highlighted filing

2023

Revenue$887,858
Expenses$767,119
Net Income$120,739
Jump To
Filing Snapshot
Filing Period
Jan 1, 2023 to Dec 31, 2023
Signed
Aug 14, 2024
Return Version
2023v5.1
Gross Receipts
$887,858
Mission and Program Overview

Mission

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.

Balance Sheet Detail
LineBeginningEndChange
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 Categories

AssetBook ValueDepreciationBasis
Equipment$386$9,674$10,060
Other Securities$494,912--
Compensation and Service Providers

Board Members and Trustees

NameTitle
Tessa Sokol OdImmediate Past President
Ryan AmesPresident
Andrew Nahas OdPresident Elect
Ashley TorreanoSociety President
Jamie Blavat OdSociety President
Martin WilliamsonSociety President
Michelle KwonSociety President
Peter TheoExecutive Vice President
Rebecca Kabat OdVice President
Jeffrey ClementsDirector
Kerry GriebenowDirector
Kyle Ross OdDirector
Tracy Rosiek OdDirector
Brittany Beers OdSociety Director
Emily Parker OdSociety Director
Deb Barnett OdSecretary
Ryan Deibert OdTreasurer

Highest Paid Contractors

ContractorServicesLocationCompensation
Theo Consulting And Management LLCManagement Of Assoc.6510 GRAND TETON PLAZA SUITE 312, Madison, WI 53719$490,745
Revenue and Support

Revenue Composition

Contributions and Grants
$0
Program Service Revenue
$826,765
Investment Income
$45,453
Other Revenue
$15,640
Change in Net Assets
$120,739
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$767,119
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
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
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$13,600
Total Nondeductible Lobbying and Political Cost$13,600
Insider Transactions and Loans

Interested-Person Transactions

Interested PartyRelationshipDescriptionShared RevenueAmount
Peter TheoOfficerIndependent 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
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
Yes
Business relationship with 35% controlled entity
Yes
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
No
Other officer compensation reviewed
No
Conflict-of-interest policy
Yes
Audited financial statements prepared
No
Key decisions subject to board approval
Yes
Management duties delegated
Yes

Governance Explanations

Form 990, Part VI, Section A, Line 2

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.

Form 990, Part VI, Section A, Line 3

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.

Form 990, Part VI, Section A, Line 6

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.

Form 990, Part VI, Section A, Line 7A

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.

Form 990, Part VI, Section A, Line 7B

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.

Form 990, Part VI, Section B, Line 11B

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.

Form 990, Part VI, Section B, Line 12C

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.

Form 990, Part VI, Section C, Line 19

No documents available to the public. Documents are available to members of the association upon request.

Filing and Contact Details

Filer

Filer Name
Wisconsin Optometric Association
EIN
39-0840526
Phone
6088242200
Address
6510 GRAND TETON PLAZA SUITE 312, MADISON, WI 53719-1029

Signing Officer

Name
Peter Theo
Title
Executive Vice President
Phone
6088242200
Signed
2024-08-14
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Peter Theo
Formed
1937
Legal Domicile
Wi
Voting Board Members
17
Independent Board Members
17
Employees
0
Volunteers
35

Preparer

Firm
Sva Certified Public Accts Sc
Address
1221 JOHN Q HAMMONS DRIVE, MADISON, WI 53717
Preparer
Douglas Berry
Phone
6088318181
Supplemental Narrative

Additional Explanations

FORM 990, PART III, LINE 1:

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.

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IRS990/ActivityOrMissionDesc0A NONPROFIT AFFILIATE OF LICENSED OPTOMETRISTS AND ASSOCIATED BUSINESSES DEDICATED TO THE PRESERVATION AND ENHANCEMENT OF THE VISION WELFARE OF THE PEOPLE OF WISCONSIN.
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IRS990/Desc0PROMOTES 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.
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IRS990/Form990PartVIISectionAGrp/TitleTxt0PRESIDENT ELECT
IRS990/Form990PartVIISectionAGrp/TitleTxt1SOCIETY PRESIDENT
IRS990/Form990PartVIISectionAGrp/TitleTxt2SOCIETY DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt3SECRETARY
IRS990/Form990PartVIISectionAGrp/TitleTxt4SOCIETY DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt5DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt6DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt7DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt8SOCIETY PRESIDENT
IRS990/Form990PartVIISectionAGrp/TitleTxt9SOCIETY PRESIDENT
IRS990/Form990PartVIISectionAGrp/TitleTxt10VICE PRESIDENT
IRS990/Form990PartVIISectionAGrp/TitleTxt11PRESIDENT
IRS990/Form990PartVIISectionAGrp/TitleTxt12TREASURER
IRS990/Form990PartVIISectionAGrp/TitleTxt13IMMEDIATE PAST PRESIDENT
IRS990/Form990PartVIISectionAGrp/TitleTxt14DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt15SOCIETY PRESIDENT
IRS990/Form990PartVIISectionAGrp/TitleTxt16EXECUTIVE VICE PRESIDENT
IRS990/Form990ProvidedToGvrnBodyInd00
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IRS990/MinutesOfCommitteesInd01
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IRS990/MissionDesc0THE 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.
IRS990/MoreThan5000KToIndividualsInd00
IRS990/MoreThan5000KToOrgInd00
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IRS990/NondeductibleContributionsInd01
IRS990/NondeductibleContriDisclInd01
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IRS990/OfficerMailingAddressInd00
IRS990/OperateHospitalInd00
IRS990/Organization501cInd0X
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IRS990/ProgramServiceRevenueGrp/Desc1CONVENTIONS & SEMINARS
IRS990/ProgramServiceRevenueGrp/Desc2NEWSLETTER
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IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt23750
IRS990/ProhibitedTaxShelterTransInd00
IRS990/PYBenefitsPaidToMembersAmt00
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IRS990/PYGrantsAndSimilarPaidAmt00
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IRS990/PYOtherExpensesAmt0802553
IRS990/PYOtherRevenueAmt018675
IRS990/PYProgramServiceRevenueAmt0825759
IRS990/PYRevenuesLessExpensesAmt084243
IRS990/PYSalariesCompEmpBnftPaidAmt00
IRS990/PYTotalExpensesAmt0802553
IRS990/PYTotalProfFndrsngExpnsAmt00
IRS990/PYTotalRevenueAmt0886796
IRS990/ReconcilationRevenueExpnssAmt0120739
IRS990/RegularMonitoringEnfrcInd01
IRS990/RelatedEntityInd00
IRS990/RelatedOrganizationCtrlEntInd00
IRS990/ReportInvestmentsOtherSecInd01
IRS990/ReportLandBuildingEquipmentInd01
IRS990/ReportOtherAssetsInd00
IRS990/ReportOtherLiabilitiesInd00
IRS990/ReportProgramRelatedInvstInd00
IRS990/RoyaltiesRevenueGrp/ExclusionAmt013440
IRS990/RoyaltiesRevenueGrp/TotalRevenueColumnAmt013440
IRS990/SavingsAndTempCashInvstGrp/BOYAmt01086633
IRS990/SavingsAndTempCashInvstGrp/EOYAmt01189523
IRS990/ScheduleBRequiredInd00
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IRS990ScheduleC/AgreeCarryoverPriorYearInd00
IRS990ScheduleC/DuesAssessmentsAmt0449671
IRS990ScheduleC/NonDeductibleLbbyngPltclCYAmt013600
IRS990ScheduleC/NonDeductibleLbbyngPltclTotAmt013600
IRS990ScheduleC/OnlyInHouseLobbyingInd00
IRS990ScheduleC/SubstantiallyAllDuesNondedInd00
IRS990ScheduleC/TaxableAmt0-31367
IRS990ScheduleD/EquipmentGrp/BookValueAmt0386
IRS990ScheduleD/EquipmentGrp/DepreciationAmt09674
IRS990ScheduleD/EquipmentGrp/OtherCostOrOtherBasisAmt010060
IRS990ScheduleD/OtherSecuritiesGrp/BookValueAmt0494912
IRS990ScheduleD/OtherSecuritiesGrp/Desc0ANNUITY CONTRACTS
IRS990ScheduleD/OtherSecuritiesGrp/MethodValuationCd0F
IRS990ScheduleD/TotalBookValueLandBuildingsAmt0386
IRS990ScheduleD/TotalBookValueSecuritiesAmt0494912
IRS990/ScheduleJRequiredInd00
IRS990ScheduleL/BusTrInvolveInterestedPrsnGrp/NameOfInterested/PersonNm0PETER THEO
IRS990ScheduleL/BusTrInvolveInterestedPrsnGrp/RelationshipDescriptionTxt0OFFICER
IRS990ScheduleL/BusTrInvolveInterestedPrsnGrp/SharingOfRevenuesInd00
IRS990ScheduleL/BusTrInvolveInterestedPrsnGrp/TransactionAmt0490745
IRS990ScheduleL/BusTrInvolveInterestedPrsnGrp/TransactionDesc0INDEPENDENT CONTRACTOR. PETER THEO OWNS THEO CONSULTING AND MANAGEMENT, LLC WHICH MANAGES THE ASSOCIATION AND PROVIDES LOBBYING SERVICES ON BEHALF OF THE ASSOCIATION.
IRS990/ScheduleORequiredInd01
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0VISION 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/ExplanationTxt1DR. 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/ExplanationTxt2DELEGATION 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/ExplanationTxt3MEMBERS 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/ExplanationTxt4ELECTING 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/ExplanationTxt5DECISIONS 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/ExplanationTxt6REVIEW 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/ExplanationTxt7ANNUALLY 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/ExplanationTxt8NO DOCUMENTS AVAILABLE TO THE PUBLIC. DOCUMENTS ARE AVAILABLE TO MEMBERS OF THE ASSOCIATION UPON REQUEST.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990, PART III, LINE 1:
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990, PART VI, SECTION A, LINE 2
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990, PART VI, SECTION A, LINE 3
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3FORM 990, PART VI, SECTION A, LINE 6
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4FORM 990, PART VI, SECTION A, LINE 7A
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc5FORM 990, PART VI, SECTION A, LINE 7B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc6FORM 990, PART VI, SECTION B, LINE 11B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc7FORM 990, PART VI, SECTION B, LINE 12C
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc8FORM 990, PART VI, SECTION C, LINE 19
IRS990/SchoolOperatingInd00
IRS990/SignificantChangeInd00
IRS990/SignificantNewProgramSrvcInd00
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IRS990/SubjectToProxyTaxInd01
IRS990/SubjToTaxRmnrtnExPrchtPymtInd00
IRS990/TaxablePartyNotificationInd00
IRS990/TaxExemptBondsInd00
IRS990/TerminateOperationsInd00
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IRS990/TotalAssetsGrp/BOYAmt01720512
IRS990/TotalAssetsGrp/EOYAmt01883821
IRS990/TotalCompGreaterThan150KInd00
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IRS990/TotalOtherCompensationAmt00
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IRS990/TotalReportableCompFromOrgAmt00
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IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt0828965
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt0887858
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IRS990/TravelGrp/TotalAmt06640
IRS990/TypeOfOrganizationCorpInd0X
IRS990/UnrelatedBusIncmOverLimitInd00
IRS990/UponRequestInd0X
IRS990/USAddress/AddressLine1Txt06510 GRAND TETON PLAZA STE 312
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IRS990/WhistleblowerPolicyInd00
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ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01

Document Assets

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Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.94$0.33$1.61$0.85$0.80$0.05
2023Detailed filing. Detailed filing data is available for this year.$1.88$0.35$1.53$0.89$0.77$0.12
2022Detailed filing. Detailed filing data is available for this year.$1.72$0.34$1.38$0.89$0.80$0.08
2021Detailed filing. Detailed filing data is available for this year.$1.75$0.42$1.33$0.75$0.70$0.05
2020Detailed filing. Detailed filing data is available for this year.$1.62$0.37$1.25$0.68$0.65$0.03
2019Detailed filing. Detailed filing data is available for this year.$1.60$0.40$1.21$0.89$0.79$0.10
2018Detailed filing. Detailed filing data is available for this year.$1.42$0.34$1.08$0.77$0.76$0.01
2017Detailed filing. Detailed filing data is available for this year.$1.44$0.36$1.08$0.78$0.74$0.04
2016Detailed filing. Detailed filing data is available for this year.$1.39$0.37$1.02$0.77$0.77$0.00
2015Detailed filing. Detailed filing data is available for this year.$1.33$0.32$1.02$0.79$0.76$0.03
2014Detailed filing. Detailed filing data is available for this year.$1.31$0.32$0.99$0.78$0.78$0.00
2013Detailed filing. Detailed filing data is available for this year.$1.27$0.29$0.98$0.85$0.79$0.06
2012Summary only. Only limited summary data is available for this year.$1.13$0.23$0.89$0.76$0.72$0.04
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.07$0.25$0.82$0.69
2010Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.95$0.18$0.77$0.68
Peer Organizations

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