Wisconsin Optometric Association

“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 assoication.”

“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 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 and participation at a free clinic in milwaukee called walkers point community clinic. Finally, the woa provides advocacy services for members in the areas of government relations and third party payor relations.”