Nonprofit · EIN 43-0768182
AMERICAN ACADEMY OF OPTOMETRY FOUNDATION INC
Tax-exempt · WINTER PARK, FL 32792
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| June 30, 2025 | 990 | $3,442,243 | $1,149,363 | $2,292,880 | $13,244,822 | $288,917 | $12,955,905 |
| June 30, 2024 | 990 | $1,843,288 | $1,438,377 | $404,911 | $10,951,028 | $672,201 | $10,278,827 |
| June 30, 2023 | 990 | $1,724,345 | $1,359,770 | $364,575 | $9,894,013 | $613,325 | $9,280,688 |
Financial details: 990 for the year ended June 30, 2025
Revenue
- Contributions, gifts and grants
- $2,845,781
- Program service revenue
- $0
- Investment income
- $596,462
- Net gain from sales of assets
- $231,315
- Other revenue
- $0
Expenses
- Grants and similar amounts paid
- $751,000
- Other salaries and wages
- $126,292
- Salaries, compensation and benefits (total)
- $160,661
- Professional fundraising fees
- $0
- Legal fees
- $10,902
- Accounting fees
- $22,439
- Travel
- $18,527
- Program services (functional)
- $902,857
- Management and general (functional)
- $142,093
- Fundraising (functional)
- $104,413
Balance sheet and other
- Total assets, start of year
- $10,951,028
- Total assets, end of year
- $13,244,822
- Total liabilities, end of year
- $288,917
- Net assets, end of year
- $12,955,905
- Publicly traded securities
- $9,941,976
- Net assets without donor restrictions
- $2,618,531
- Net assets with donor restrictions
- $10,337,374
- Gross receipts
- $4,232,129
- Employees
- 0
- Volunteers
- 24
- Year formed
- 1947
- State of legal domicile
- NY
From the e-filed returns the IRS publishes as XML (latest three processing years; amended returns replace the original). PDF copies at the IRS.
Officers, directors and key employees
As listed on the 990 for the year ended June 30, 2025, highest compensation first.
| Name | Title | Hours / week | Compensation | From related orgs | Other / benefits |
|---|---|---|---|---|---|
| TRISH SHOMION | CHIEF EXECUTIVE OFFICER Officer | 15 | $0 | $253,930 | $27,582 |
| RICHARD JONES | CHIEF FINANCIAL OFFICER Officer | 14 | $0 | $185,107 | $27,463 |
| VALERIE SHARPE | PRESIDENT Trustee or director, Officer | 5 | $0 | $0 | $0 |
| LORETTA SZCZOTKA-FLYNN | PRESIDENT-ELECT Trustee or director, Officer | 5 | $0 | $0 | $0 |
| KERRY GIEDD | SECRETARY/TREASURER Trustee or director, Officer | 5 | $0 | $0 | $0 |
| RACHEL COULTER | IMMEDIATE PAST PRES. Trustee or director, Officer | 5 | $0 | $0 | $0 |
| WENDY HARRISON | IMMEDIATE PAST PRES. (THRU 10/24) Trustee or director, Officer | 5 | $0 | $0 | $0 |
| SHERRY DAY | BOARD MEMBER Trustee or director | 5 | $0 | $0 | $0 |
| APRIL JASPER | BOARD MEMBER Trustee or director | 5 | $0 | $0 | $0 |
| EVAN KAPLAN | BOARD MEMBER Trustee or director | 5 | $0 | $0 | $0 |
| A MIKA MOY | BOARD MEMBER Trustee or director | 5 | $0 | $0 | $0 |
| DAVE SATTLER | BOARD MEMBER (THRU 10/24) Trustee or director | 5 | $0 | $0 | $0 |
| LINDSAY SICKS | BOARD MEMBER Trustee or director | 5 | $0 | $0 | $0 |
| DANNE VENTURA | BOARD MEMBER Trustee or director | 5 | $0 | $0 | $0 |
| PHILLIP YUHAS | BOARD MEMBER Trustee or director | 5 | $0 | $0 | $0 |
990 for the year ended June 30, 2024: 16 people
| Name | Title | Hours / week | Compensation | From related orgs | Other / benefits |
|---|---|---|---|---|---|
| TRISH SHOMION | CHIEF EXECUTIVE OFFICER Officer | 15 | $0 | $249,020 | $7,400 |
| RICHARD JONES | CHIEF FINANCIAL OFFICER Officer | 14 | $0 | $187,408 | $24,698 |
| ROBERT GRAY | VP, PHILANTHROPY Key employee | 40 | $158,865 | $0 | $23,645 |
| RACHEL COULTER | PRESIDENT Trustee or director, Officer | 5 | $0 | $0 | $0 |
| WENDY HARRISON | IMMEDIATE PAST-PRES. Trustee or director, Officer | 5 | $0 | $0 | $0 |
| VALERIE SHARPE | PRESIDENT-ELECT Trustee or director, Officer | 5 | $0 | $0 | $0 |
| LORETTA SZCZOTKA-FLYNN | SECRETARY-TREASURER Trustee or director, Officer | 5 | $0 | $0 | $0 |
| SHERRY DAY | BOARD MEMBER Trustee or director | 5 | $0 | $0 | $0 |
| KERRY GIEDD | BOARD MEMBER Trustee or director | 5 | $0 | $0 | $0 |
| APRIL JASPER | BOARD MEMBER Trustee or director | 5 | $0 | $0 | $0 |
| A MIKA MOY | BOARD MEMBER Trustee or director | 5 | $0 | $0 | $0 |
| DAVE SATTLER | BOARD MEMBER Trustee or director | 5 | $0 | $0 | $0 |
| LINDSAY SICKS | BOARD MEMBER Trustee or director | 5 | $0 | $0 | $0 |
| SURESH VISWANATHAN | BOARD MEMBER Trustee or director | 5 | $0 | $0 | $0 |
| DANNE VENTURA | BOARD MEMBER Trustee or director | 5 | $0 | $0 | $0 |
| EVAN KAPLAN | BOARD MEMBER - AS OF 6/2024 Trustee or director | 5 | $0 | $0 | $0 |
990 for the year ended June 30, 2023: 18 people
| Name | Title | Hours / week | Compensation | From related orgs | Other / benefits |
|---|---|---|---|---|---|
| RICHARD JONES | CHIEF FINANCIAL OFFICIER Officer | 13 | $0 | $193,638 | $24,288 |
| PETER SCOTT | CHIEF EXECUTIVE OFFICER (THRU 8/22) Officer | 10 | $0 | $173,201 | $21,721 |
| ROBERT GRAY | VP, PHILANTHROPY Key employee | 40 | $150,934 | $0 | $23,830 |
| TRISH SHOMION | CHIEF EXECUTIVE OFFICER (AS OF 3/23) Officer | 10 | $0 | $0 | $0 |
| RACHEL COULTER | PRESIDENT Trustee or director, Officer | 5 | $0 | $0 | $0 |
| WENDY HARRISON | IMMEDIATE PAST-PRES. (AS OF 10/22) Trustee or director, Officer | 5 | $0 | $0 | $0 |
| PETE KOLLBAUM | IMMEDIATE PAST-PRES. (THRU 10/22) Trustee or director, Officer | 5 | $0 | $0 | $0 |
| VALERIE SHARPE | PRESIDENT-ELECT Trustee or director, Officer | 5 | $0 | $0 | $0 |
| LORETTA SZCZOTKA-FLYNN | SECRETARY-TREASURER Trustee or director, Officer | 5 | $0 | $0 | $0 |
| SHERRY DAY | BOARD MEMBER (AS OF 11/22) Trustee or director | 5 | $0 | $0 | $0 |
| KERRY GIEDD | BOARD MEMBER Trustee or director | 5 | $0 | $0 | $0 |
| APRIL JASPER | BOARD MEMBER Trustee or director | 5 | $0 | $0 | $0 |
| A MIKA MOY | BOARD MEMBER Trustee or director | 5 | $0 | $0 | $0 |
| KATHRYN RICHDALE | BOARD MEMBER (THRU 10/22) Trustee or director | 5 | $0 | $0 | $0 |
| DAVE SATTLER | BOARD MEMBER Trustee or director | 5 | $0 | $0 | $0 |
| LINDSAY SICKS | BOARD MEMBER (AS OF 11/22) Trustee or director | 5 | $0 | $0 | $0 |
| SURESH VISWANATHAN | BOARD MEMBER Trustee or director | 5 | $0 | $0 | $0 |
| DANNE VENTURA | BOARD MEMBER Trustee or director | 5 | $0 | $0 | $0 |
Address and contacts
- Address (IRS master file)
- 925 S SEMORAN BLVD STE 120, WINTER PARK, FL 32792-5313
- Principal officer (990 for 2024)
- TRISH SHOMION, 925 S SEMORAN BLVD 120, WINTER PARK, FL 32792
- Signed the 990
- TRISH SHOMION, CHIEF EXECUTIVE OFFICER
- Phone
- (321) 319-4870
- Return prepared by
- WIPFLI ADVISORY LLC
Mission
TO DEVELOP AND PROVIDE FINANCIAL SUPPORT FOR OPTOMETRIC RESEARCH AND EDUCATION.
Program accomplishments
- THE AMERICAN ACADEMY OF OPTOMETRY FOUNDATION, INC. (FOUNDATION) PROMOTES THE ADVANCEMENT OF VISION SCIENCE BY PROVIDING FELLOWSHIPS, SCHOLARSHIPS, AND RESEARCH GRANTS TO OUTSTANDING GRADUATE STUDENTS OF OPTOMETRY AND VISION SCIENCE, AND THROUGH PUBLICATIONS, THE ACADEMY NEWSLETTER, AND WEBSITE.Expenses $902,857 · grants $751,000
What it must file and when
IRS records say it files Form 990 or 990-EZ. Based on its last return; a smaller organization may file the 990-N. Its accounting year ends in June, so each return is due on the 15th day of the 5th month after that.
| Tax year | Year ended | Due | IRS public records |
|---|---|---|---|
| 2025 | June 30, 2026 | November 16, 2026 | Not due yet |
| 2024 | June 30, 2025 | November 17, 2025 | 990 on file |
| 2023 | June 30, 2024 | November 15, 2024 | 990 on file |
IRS record
- EIN
- 43-0768182
- Tax-exempt status
- 501(c)(3): Charitable, religious, educational or scientific organization
- Foundation status
- Publicly supported organization (170(b)(1)(A)(vi))
- Donations deductible (Pub 78)
- Public charity, 50% deduction limit
- Exempt since
- 1961
- Accounting year ends
- June
- Files
- Form 990 or 990-EZ
- Category (NTEE)
- Voluntary health associations and medical disciplines (G41J)
- Assets (IRS master file)
- $13,244,822
- Income (IRS master file)
- $4,232,129
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990 | June 2025 | $3,442,243 | $1,149,363 | $13,244,822 | IRS |
| 990 | June 2024 | $1,843,288 | $1,438,377 | $10,951,028 | IRS |
| 990 | June 2023 | $1,724,345 | $1,359,770 | $9,894,013 | XML |
| 990 | June 2022 | $1,583,428 | $934,084 | $8,602,014 | IRS |
| 990 | June 2021 | – | – | – | IRS |
| 990 | June 2020 | – | – | – | IRS |
| 990 | June 2019 | – | – | – | IRS |
| 990 | June 2018 | – | – | – | IRS |
990-N: the IRS bulk file holds only the latest e-Postcard per organization; earlier years come from archived copies of that file since 2020 and can have gaps (the IRS e-Postcard search lists every one). 990, 990-EZ, 990-PF, 990-T: every e-filed return in the IRS e-file index since 2019; XML for the latest three processing years, amounts from the IRS Statistics of Income extracts before that. PDF copies and determination letters at the IRS (search EIN 43-0768182).
Questions about AMERICAN ACADEMY OF OPTOMETRY FOUNDATION INC
- What is the EIN of AMERICAN ACADEMY OF OPTOMETRY FOUNDATION INC?
- The employer identification number (EIN) of AMERICAN ACADEMY OF OPTOMETRY FOUNDATION INC is 43-0768182.
- Is AMERICAN ACADEMY OF OPTOMETRY FOUNDATION INC tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 1961.
- Are donations to AMERICAN ACADEMY OF OPTOMETRY FOUNDATION INC tax-deductible?
- Yes. It is listed in IRS Publication 78 (Public charity, 50% deduction limit).
- Which annual return does AMERICAN ACADEMY OF OPTOMETRY FOUNDATION INC file?
- Form 990 or 990-EZ. Based on its last return; a smaller organization may file the 990-N.
- When is the next return of AMERICAN ACADEMY OF OPTOMETRY FOUNDATION INC due?
- The return for tax year 2025 (the year ending June 30, 2026) is due November 16, 2026. Form 8868 extends it by six months; the 990-N cannot be extended.
- When did AMERICAN ACADEMY OF OPTOMETRY FOUNDATION INC last file with the IRS?
- The latest return in the IRS public files is the 990 for the year ended June 2025.
- Who is the principal officer of AMERICAN ACADEMY OF OPTOMETRY FOUNDATION INC?
- The 990 for the year ended June 30, 2025 names TRISH SHOMION.
- Who are the officers and directors of AMERICAN ACADEMY OF OPTOMETRY FOUNDATION INC?
- The 990 for the year ended June 30, 2025 lists 15 people; 0 received compensation from the organization.
- How much revenue does AMERICAN ACADEMY OF OPTOMETRY FOUNDATION INC have?
- On its 990 for the year ended June 30, 2025 it reported revenue of $3,442,243, expenses of $1,149,363 and total assets of $13,244,822 at year end.
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All nonprofits in WINTER PARK · Florida · Voluntary health associations and medical disciplines