Wisconsin Optometric Association

“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.”

“RELATED PARTIES: Dr. Brandon Begotka is employed by Dr. Kellye Knueppel (business relationship).”

“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, 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.”

“ELECTING OF MEMBERS OF THE GOVERNING BODY: 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.”

“DECISIONS OF THE GOVERNING BODY: 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.”

“Availability to the public: no documents available to the public. Documents are available to members of the association upon request.”

“MONITORING AND ENFORCING CONFLICT OF INTEREST POLICY: 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.”