Wisconsin Optometric Association

“MR. PETER THEO, EXECUTIVE VICE PRESIDENT, AND JOLEEN BREUNIG, DIRECTOR OF MEMBER SERVICES, 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.”

“Drs. Jeff Sarazen and Chris Marquardt own a practice together (business relationship). Dr. Brandon Begotka is employed by Dr. Kellye Knueppel (business relationship).”

“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.”

“ACTIVE, SPECIAL CLASS, LIFE, AND AFFILIABLE MEMBERS HAVE THE RIGHT TO VOTE. All members of the association with the exception of Honorary and Student members have the same rights.”

“All members of the association with the exception of honorary and student members are allowed to vote for officers and directors at the Annual Business Meeting held each September.”

“Suggested bylaws changes must be approved by a quorum at the Annual Business Meeting held in September and the use of reserves beyond one year.”

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

“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.”