2025-09-22T10:25:25-05:00 2024-12-31 391203191 SVA CERTIFIED PUBLIC ACCTS SC 1221 JOHN Q HAMMONS DRIVE MADISON WI 53717 990 2024-01-01 390840526 WISCONSIN OPTOMETRIC ASSOCIATION WISC 6088242200 6510 GRAND TETON PLAZA SUITE 312 MADISON WI 537191029 PETER THEO EXECUTIVE VICE PRESIDENT 6088242200 2025-09-10 1 1 DOUGLAS BERRY P00540951 6088318181 2024 2025-03-06 01:10:19Z PETER THEO 6510 GRAND TETON PLAZA STE 312 MADISON WI 537191029 852066 0 X WWW.WOA-EYES.ORG X 1937 WI A NONPROFIT AFFILIATE OF LICENSED OPTOMETRISTS AND ASSOCIATED BUSINESSES DEDICATED TO THE PRESERVATION AND ENHANCEMENT OF THE VISION WELFARE OF THE PEOPLE OF WISCONSIN. 17 17 0 30 0 0 0 0 826765 782734 45453 48772 15640 20560 887858 852066 0 0 0 0 0 0 0 0 0 767119 801226 767119 801226 120739 50840 1883821 1939533 349573 327110 1534248 1612423 X 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. 0 0 PROMOTES EDUCATION AND PUBLIC AWARENESS OF THE OPTOMETRY PROFESSION SO AS TO IMPROVE THE DELIVERY OF VISION CARE THROUGH COMMUNICATION AND ADVOCACY EFFORTS. WE HOLD 4 EDUCATION EVENTS PER YEAR WITH TOTAL ATTENDANCE OF APPROXIMATELY 580 DOCTORS OF OPTOMETRY. WE OFFER CONTINUING EDUCATION FOR DOCTORS OF OPTOMETRY SO THEY CAN MEET THEIR RE-LICENSURE REQUIREMENTS AND ALSO STAY ABREAST OF THE MOST CURRENT TRENDS IN EYECARE TO BETTER CARE FOR THEIR PATIENTS. 0 0 0 1 0 0 0 0 0 1 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 1 8 0 0 0 0 0 0 1 1 0 0 0 X 17 17 1 1 0 0 1 1 1 1 1 0 1 1 0 1 1 1 0 1 0 0 0 X PETER THEO EXECUTIVE VP 6088242200 6510 GRAND TETON PLAZA STE 312 MADISON WI 53719 X ANDREW NAHAS OD PRESIDENT 6.00 X X 0 0 0 ASHLEY TORREANO OD SOCIETY PRESIDENT 1.00 X 0 0 0 BRITTANY BEERS OD DIRECTOR 1.00 X 0 0 0 EMILY PARKER OD SECRETARY 6.00 X X 0 0 0 JEFFREY CLEMENTS OD TREASURER 6.00 X X 0 0 0 KYLE ROSS OD DIRECTOR 1.00 X 0 0 0 MARTIN WILLIAMSON OD DIRECTOR 1.00 X 0 0 0 MICHELLE KWON OD DIRECTOR AND SOCIETY PRESIDENT 1.00 X 0 0 0 REBECCA KABAT OD PRESIDENT ELECT 6.00 X X 0 0 0 RYAN AMES OD IMMEDIATE PAST PRESIDENT 6.00 X X 0 0 0 RYAN DEIBERT OD VICE PRESIDENT 6.00 X X 0 0 0 TRACY ROSIEK OD DIRECTOR 1.00 X 0 0 0 JAMIE BLAVAT OD SOCIETY PRESIDENT 1.00 X 0 0 0 JEFFREY SARAZEN OD DIRECTOR 1.00 X 0 0 0 HAYDEN MATZ OD SOCIETY PRESIDENT 1.00 X 0 0 0 ALEXANDRIA LITERSKI OD SOCIETY PRESIDENT 1.00 X 0 0 0 GREG HUTCHESON OD SOCIETY PRESIDENT 1.00 X 0 0 0 0 0 0 0 0 0 0 THEO CONSULTING AND MANAGEMENT LLC 6510 GRAND TETON PLAZA SUITE 312 MADISON WI 53719 MANAGEMENT OF ASSOC. 490745 1 MEMBERSHIP DUES 900099 461853 461853 CONVENTIONS & SEMINARS 900099 317381 317381 NEWSLETTER 541800 3500 3500 782734 48772 48772 14660 14660 MISC. INCOME 900099 5900 5900 5900 852066 788634 0 63432 490745 15731 8350 36000 28495 10589 198575 183 2604 MISCELLANEOUS 5498 COMMITTEE EXPENSES 3456 DONATION 500 MEMBERSHIP 500 801226 1189523 1188799 714 562 10060 9857 386 203 198286 225621 494912 524348 1883821 1939533 230107 219853 119466 107257 349573 327110 X 1534248 1612423 1534248 1612423 1883821 1939533 50840 27335 0 X 0 0 0 0 0 0 461853 8900 8900 46185 -37285 10060 9857 203 203 ANNUITY CONTRACTS 524348 F 524348 PETER THEO OFFICER 490745 INDEPENDENT CONTRACTOR. PETER THEO OWNS THEO CONSULTING AND MANAGEMENT, LLC WHICH MANAGES THE ASSOCIATION AND PROVIDES LOBBYING SERVICES ON BEHALF OF THE ASSOCIATION. 0 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 THEIR MEMBERS AND PATIENTS. THE WISCONSIN OPTOMETRIC ASSOCIATION SPONSORS 5 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 VISION USA WHICH PROVIDES A NO COST EYE EXAM AND GLASSES TO CHILDREN OF LOW INCOME WORKING FAMILIES, 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. FORM 990, PART VI, SECTION A, LINE 2 DR. BRITTANY BEERS AND DR. HAYDEN MATZ WORK 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 AND DR. GREG HUTCHESON ARE 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.