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AMERICAN ACADEMY OF OPTOMETRY FOUNDATION INC

EIN 43-0768182 WINTER PARK, FL

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

The 10 largest by cash amount. The API serves every itemized grant.

Where these grants went next →

Grants received

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

Declared as related by

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.