- Revenue 2024
- $3,442,243
- Expenses 2024
- $1,149,363
Program services were 78.6% of total expenses calculated — Part IX's program-services column over total expenses, both as filed.
As filed
- Subsection
- 03
- NTEE code
- G41J
- Classification
- 1000
- Street
- 925 S SEMORAN BLVD STE 120
These codes are the IRS's own and are shown exactly as filed. What each one means is in the Business Master File documentation (opens in a new tab).
Mission and programs · 2024
Mission
TO DEVELOP AND PROVIDE FINANCIAL SUPPORT FOR OPTOMETRIC RESEARCH AND EDUCATION.
-
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
As filed on the 2024 return.
Officers and directors · 2024
As listed in Part VII of the 2024 return, in the order the filer printed them. Each return names its own; this is not a roster the organization keeps with us.
-
VALERIE SHARPE
PRESIDENT
- Total calculated
- $0
- Hours/week
- 5
-
LORETTA SZCZOTKA-FLYNN
PRESIDENT-ELECT
- Total calculated
- $0
- Hours/week
- 5
-
KERRY GIEDD
SECRETARY/TREASURER
- Total calculated
- $0
- Hours/week
- 5
-
RACHEL COULTER
IMMEDIATE PAST PRES.
- Total calculated
- $0
- Hours/week
- 5
-
WENDY HARRISON
IMMEDIATE PAST PRES. (THRU 10/24)
- Total calculated
- $0
- Hours/week
- 5
-
SHERRY DAY
BOARD MEMBER
- Total calculated
- $0
- Hours/week
- 5
-
APRIL JASPER
BOARD MEMBER
- Total calculated
- $0
- Hours/week
- 5
-
EVAN KAPLAN
BOARD MEMBER
- Total calculated
- $0
- Hours/week
- 5
-
A MIKA MOY
BOARD MEMBER
- Total calculated
- $0
- Hours/week
- 5
-
DAVE SATTLER
BOARD MEMBER (THRU 10/24)
- Total calculated
- $0
- Hours/week
- 5
-
LINDSAY SICKS
BOARD MEMBER
- Total calculated
- $0
- Hours/week
- 5
-
DANNE VENTURA
BOARD MEMBER
- Total calculated
- $0
- Hours/week
- 5
-
PHILLIP YUHAS
BOARD MEMBER
- Total calculated
- $0
- Hours/week
- 5
-
TRISH SHOMION
CHIEF EXECUTIVE OFFICER
- Total calculated
- $281,512
- From this org
- $0
- From related orgs
- $253,930
- Other
- $27,582
- Hours/week
- 15 + 25 related
Schedule J breakdown matched by us
- Base
- $0 + $253,930 related
- Bonus
- $0
- Other
- $0
- Deferred
- $0 + $15,296 related
- Nontaxable benefits
- $0 + $12,286 related
- Filer's total
- $0 + $281,512 related
-
RICHARD JONES
CHIEF FINANCIAL OFFICER
- Total calculated
- $212,570
- From this org
- $0
- From related orgs
- $185,107
- Other
- $27,463
- Hours/week
- 14 + 26 related
Schedule J breakdown matched by us
- Base
- $0 + $185,107 related
- Bonus
- $0
- Other
- $0
- Deferred
- $0 + $14,820 related
- Nontaxable benefits
- $0 + $12,643 related
- Filer's total
- $0 + $212,570 related
Compensation is as filed in Part VII: reportable pay from this organization and from related organizations, other compensation, and hours per week. The total, marked calculated, is our sum of the three dollar columns, with a blank column counted as $0; the form itself has no total. On a Form 990-EZ the columns are Part IV's instead, and on a Form 990-PF Part VIII's — compensation, contributions to benefit plans, and expense account — and the total sums those. A Schedule J breakdown is as filed: base pay, bonus, other, deferred compensation and nontaxable benefits from this organization, with any from related organizations beside each, and the filer's own total. It is shown with the Part VII listing of the same name on the same return. The form gives no key between the two, so that pairing is ours, and is marked matched by us. Earlier years are each on their own filing page.
Filings
-
2024
- Revenue
- $3,442,243
- Expenses
- $1,149,363
- Contributions
- $2,845,781
- Grants paid
- $751,000
-
2023
- Revenue
- $1,843,288
- Expenses
- $1,438,377
- Contributions
- $1,501,929
- Grants paid
- $861,250
-
2022
- Revenue
- $1,724,345
- Expenses
- $1,359,770
- Contributions
- $1,513,320
- Grants paid
- $784,173
The four totals the IRS asks for on Part I of the Form 990, as filed. A dash means the figure was not present on the return — not that it was zero.
Other returns filed
-
2021 · 990
- Revenue
- $1,583,428
- Expenses
- $934,084
- Assets (EOY)
- $8,602,014
-
2020 · 990
- Revenue
- $1,519,949
- Expenses
- $880,579
- Assets (EOY)
- $9,392,794
-
2019 · 990
- Revenue
- $1,093,219
- Expenses
- $1,045,344
- Assets (EOY)
- $7,646,554
-
2018 · 990
- Revenue
- $1,111,928
- Expenses
- $923,153
- Assets (EOY)
- $7,693,719
-
2017 · 990
- Revenue
- $1,707,312
- Expenses
- $907,043
- Assets (EOY)
- $7,543,255
-
2015 · 990
- Revenue
- $1,055,820
- Expenses
- $858,461
- Assets (EOY)
- $5,950,464
-
2014 · 990
- Revenue
- $1,640,194
- Expenses
- $639,788
- Assets (EOY)
- $6,003,088
-
2013 · 990
- Revenue
- $786,535
- Expenses
- $483,619
- Assets (EOY)
- $5,270,712
-
2011 · 990
- Revenue
- not reported
- Expenses
- $555,264
- Assets (EOY)
- $4,202,086
-
2010 · 990
- Revenue
- not reported
- Expenses
- $469,992
- Assets (EOY)
- $4,199,869
Nonprofiteer parses Forms 990, 990-EZ and 990-PF, in a window of recent tax years. These returns are recorded from the IRS e-file index, so their figures were extracted by that index rather than read from the return here — treat them as a different source from the filings above, not as more of the same record. A dash means the index carries no figure; Form 990-T listings carry none at all. Showing the 10 most recent; the API carries the rest.
Grants made
-
2023 SCHOLARSHIP
-
2022 RESEARCH GRANT
-
2022 RESEARCH GRANT
-
2024 EDUCATIONAL SCHOLARSHIP
-
2023 SCHOLARSHIP
-
2023 SCHOLARSHIP
-
$14,500
2023 SCHOLARSHIP
-
2024 EDUCATIONAL SCHOLARSHIP
-
2022 SCHOLARSHIP
-
2024 EDUCATIONAL SCHOLARSHIP
The 10 largest by cash amount. The API serves every itemized grant.
Grants received
-
$281,000
2022 CONTRIBUTION TO EDUCATION
-
$250,000
2023 CONTRIBUTION TO EDUCATION
-
2022 For grant recipient's exempt purposes
-
2024 For grant recipient's exempt purposes
-
2024 CHARITABLE DONATION
Related organizations
From Schedule R Part II, where a filer lists the tax-exempt organizations it is related to by control. It does not record shared board members or money.
Declared on its 2024 return
-
501(C)(3) · OPTOMETRIC RESEARCH & SUPPORT · DC
Declared as related by
-
On its 2023 return as a controlled entity
Other IRS files
Auto-Revocation List
Not listed. The IRS publishes this list for organizations whose exemption was automatically revoked for failing to file for three consecutive years.
Publication 78
Listed as of 13 October 2026, under deductibility PC.
These are two separate IRS files on two separate schedules, shown as published and not reconciled with each other. Neither is a statement about whether a contribution is deductible today: 19,245 organizations appear in Publication 78 while the IRS's own revocation file lists them as currently revoked, more than half of those revoked before 2019. Absence from Publication 78 is evidence of nothing, and presence is not evidence either. Verify current status with the IRS before relying on it.
What this page reflects
The registration facts above come from the IRS Business Master File published 13 October 2026 and read 26 October 2026, for every organization at once. Returns through tax year 2024, the newest we have parsed for this organization.