Nonprofit · EIN 41-1227642
AMERICAN ACADEMY OF OPTOMETRY
Tax-exempt · WINTER PARK, FL 32792
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| June 30, 2025 | 990 | $9,510,545 | $7,972,018 | $1,538,527 | $14,998,170 | $3,546,656 | $11,451,514 |
| June 30, 2024 | 990 | $8,559,259 | $8,919,175 | -$359,916 | $12,371,354 | $2,833,721 | $9,537,633 |
| June 30, 2023 | 990 | $8,563,571 | $9,933,404 | -$1,369,833 | $12,107,546 | $2,885,876 | $9,221,670 |
Financial details: 990 for the year ended June 30, 2025
Revenue
- Contributions, gifts and grants
- $543,752
- Program service revenue
- $8,082,059
- Investment income
- $631,791
- Royalties
- $252,943
- Net gain from sales of assets
- $172,392
- Other revenue
- $252,943
Expenses
- Grants and similar amounts paid
- $96,011
- Compensation of officers, directors and key employees
- $506,271
- Other salaries and wages
- $1,367,728
- Salaries, compensation and benefits (total)
- $2,306,652
- Professional fundraising fees
- $0
- Legal fees
- $62,870
- Accounting fees
- $42,884
- Occupancy
- $64,006
- Travel
- $260,692
- Depreciation
- $134,227
- Program services (functional)
- $6,816,434
- Management and general (functional)
- $1,155,584
Balance sheet and other
- Total assets, start of year
- $12,371,354
- Total assets, end of year
- $14,998,170
- Total liabilities, end of year
- $3,546,656
- Net assets, end of year
- $11,451,514
- Land, buildings and equipment
- $1,686,618
- Publicly traded securities
- $9,712,751
- Net assets without donor restrictions
- $9,168,752
- Net assets with donor restrictions
- $2,282,762
- Gross receipts
- $9,914,354
- Employees
- 24
- Volunteers
- 430
- Year formed
- 1929
- State of legal domicile
- DC
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 | Other / benefits |
|---|---|---|---|---|
| TRISH SHOMION | CHIEF EXECUTIVE OFFICER Officer | 25 | $253,930 | $27,582 |
| RICHARD JONES | CHIEF FINANCIAL OFFICER Officer | 26 | $185,107 | $27,463 |
| HELEN VIKSNINS | VP, EDUCATION/PROFESSIONAL RELATIONS Highest-paid employee | 38 | $152,302 | $24,758 |
| KAYLA RITTEN | VP, MEMBERSHIP & COMMUNICATIONS Highest-paid employee | 36 | $113,469 | $20,804 |
| JOEL LABORDE | VP, ADMINISTRATION AND GOVERNANCE Highest-paid employee | 30 | $111,884 | $21,556 |
| DAVID HARRISON | DIRECTOR OF DIGITAL ENGAGEMENT Highest-paid employee | 35 | $111,546 | $21,611 |
| DANA EDWARDS | DIRECTOR OF IT Highest-paid employee | 36 | $106,591 | $21,168 |
| JEFFREY WALLINE | PRESIDENT Trustee or director, Officer | 10 | $0 | $0 |
| TIMOTHY MCMAHON | IMMEDIATE PAST PRES. (THRU 10/24) Trustee or director, Officer | 10 | $0 | $0 |
| SUSAN COTTER | IMMEDIATE PAST PRES. Trustee or director, Officer | 10 | $0 | $0 |
| CARL SPEAR | PRESIDENT ELECT Trustee or director, Officer | 10 | $0 | $0 |
| ANDREW MICK | SECRETARY/TREASURER Trustee or director, Officer | 10 | $0 | $0 |
| NICHOLAS COLATRELLA | BOARD MEMBER Trustee or director | 10 | $0 | $0 |
| CHRIS WILMER | BOARD MEMBER Trustee or director | 10 | $0 | $0 |
| NANCY WONG | BOARD MEMBER Trustee or director | 10 | $0 | $0 |
1 more people on this return
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| SUSY YU | BOARD MEMBER Trustee or director | 10 | $0 |
990 for the year ended June 30, 2024: 14 people
| Name | Title | Hours / week | Compensation | Other / benefits |
|---|---|---|---|---|
| TRISH SHOMION | CHIEF EXECUTIVE OFFICER Officer | 25 | $249,020 | $7,400 |
| RICHARD JONES | CHIEF FINANCIAL OFFICER Officer | 26 | $187,408 | $24,698 |
| HELEN VIKSNINS | VP, EDUCATION/PROFESSIONAL RELATIONS Highest-paid employee | 38 | $149,310 | $22,993 |
| ELIZABETH TAYLOR | VP, MEETINGS & INDUSTRY RELATIONS Highest-paid employee | 40 | $124,758 | $10,454 |
| JOEL LABORDE | VP OF STRATEGIC INITIATIVES Highest-paid employee | 30 | $108,077 | $19,674 |
| DAVID HARRISON | DIRECTOR OF DIGITAL ENGAGEMENT Highest-paid employee | 35 | $108,608 | $17,072 |
| SUSAN COTTER | PRESIDENT Trustee or director, Officer | 10 | $0 | $0 |
| TIMOTHY MCMAHON | IMMEDIATE PAST-PRES. Trustee or director, Officer | 10 | $0 | $0 |
| JEFFREY WALLINE | PRESIDENT-ELECT Trustee or director, Officer | 10 | $0 | $0 |
| CARL SPEAR | SECRETARY-TREASURER Trustee or director, Officer | 10 | $0 | $0 |
| NICHOLAS COLATRELLA | BOARD MEMBER Trustee or director | 10 | $0 | $0 |
| ANDREW MICK | BOARD MEMBER Trustee or director | 10 | $0 | $0 |
| CHRIS WILMER | BOARD MEMBER Trustee or director | 10 | $0 | $0 |
| NANCY WONG | BOARD MEMBER Trustee or director | 10 | $0 | $0 |
990 for the year ended June 30, 2023: 16 people
| Name | Title | Hours / week | Compensation | Other / benefits |
|---|---|---|---|---|
| RICHARD JONES | CHIEF FINANCIAL OFFICER Officer | 27 | $193,638 | $24,288 |
| PETER SCOTT | CHIEF EXECUTIVE OFFICER (THRU 8/22) Officer | 30 | $173,201 | $21,721 |
| HELEN VIKSNINS | VP, EDUCATION/PROFESSIONAL RELATIONS Highest-paid employee | 40 | $140,814 | $21,357 |
| ELIZABETH TAYLOR | VP, MEETINGS & INDUSTRY RELATIONS Highest-paid employee | 40 | $118,406 | $10,226 |
| JOEL LABORDE | VP OF STRATEGIC INITIATIVES Highest-paid employee | 30 | $103,389 | $17,916 |
| TRISH SHOMION | CHIEF EXECUTIVE OFFICER (AS OF 3/23) Officer | 30 | $0 | $0 |
| SUSAN COTTER | PRESIDENT Trustee or director, Officer | 10 | $0 | $0 |
| BARBARA CAFFERY | IMMEDIATE PAST-PRES. (THRU 10/22) Trustee or director, Officer | 10 | $0 | $0 |
| TIMOTHY MCMAHON | IMMEDIATE PAST-PRES. (AS OF 10/22) Trustee or director, Officer | 10 | $0 | $0 |
| JEFFREY WALLINE | PRESIDENT-ELECT Trustee or director, Officer | 10 | $0 | $0 |
| CARL SPEAR | SECRETARY-TREASURER Trustee or director, Officer | 10 | $0 | $0 |
| NICHOLAS COLATRELLA | BOARD MEMBER (AS OF 10/22) Trustee or director | 10 | $0 | $0 |
| JENNIFER COYLE | BOARD MEMBER (THRU 10/22) Trustee or director | 10 | $0 | $0 |
| ANDREW MICK | BOARD MEMBER Trustee or director | 10 | $0 | $0 |
| CHRIS WILMER | BOARD MEMBER Trustee or director | 10 | $0 | $0 |
| NANCY WONG | BOARD MEMBER (AS OF 10/22) Trustee or director | 10 | $0 | $0 |
Address and contacts
- Address (IRS master file)
- 925 S SEMORAN BLVD STE 120, WINTER PARK, FL 32792-5313
- In care of
- % LOIS SCHOENBRUN
- 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) 319-4860
- Website
- WWW.AAOPT.ORG
- Return prepared by
- WIPFLI ADVISORY LLC
Mission
TO MAINTAIN AND ENHANCE EXCELLENCE IN OPTOMETRIC PRACTICE.
Program accomplishments
- ANNUAL MEETING: THE ANNUAL MEETING WAS HELD TO EXCHANGE MEDICAL AND SCIENTIFIC KNOWLEDGE RELATING TO THE FIELD OF OPTOMETRY. THE ANNUAL MEETING INCLUDES THE CONTINUING EDUCATION PROGRAM THAT CONSISTS OF MORE THAN 367 COURSES AND PROMOTES KNOWLEDGE ON ALL ASPECTS OF THE OPTOMETRY PRACTICE. THE ANNUAL MEETING HAD 6,255 ATTENDEES, 4,954 OF THOSE ATTENDEES WERE NON-EXHIBITORS.Expenses $4,439,866 · revenue $5,722,475
- THE ACADEMY PROVIDES DIRECT SUPPORT FOR STUDENTS PURSUING EDUCATION, PROFESSIONALS PURSUING RESEARCH, AND/OR OVERALL ADVANCEMENT IN THE OPTOMETRY PROFESSION.Expenses $1,173,351 · grants $96,011
- SECTIONS AND MEMBERSHIP: THE AMERICAN ACADEMY OF OPTOMETRY'S (ACADEMY OR AAO) SECTIONS ALLOW FOR THE EXCHANGE OF MEDICAL AND SCIENTIFIC KNOWLEDGE RELATING TO SPECIALTIES WITHIN THE FIELD OF OPTOMETRY. MEMBERSHIP DUES AND APPLICATIONS FEES ARE RECEIVED IN EXCHANGE FOR MEMBERSHIP BENEFITS SUCH AS ACCESS TO LOCAL CHAPTERS TO MAKE IT EASY TO KEEP IN TOUCH THROUGH SOCIAL FUNCTIONS AND STUDY BETWEEN REGULAR ANNUAL MEETINGS AND ABILITY TO JOIN ONE OR MORE OF THE SECTIONS AND SPECIAL INTEREST GROUPS DEVOTED TO VARIOUS AREAS OF FOCUS. THERE WERE 7,596 ACTIVE MEMBERS AS OF THE LAST DAYS OF FISCAL YEAR 2025.Expenses $613,290 · revenue $2,328,534
- PUBLICATIONS: THE ACADEMY'S JOURNAL, OPTOMETRY & VISION SCIENCE. ARCHIVES THE ADVANCEMENT OF PRIMARY EYE CARE BY PUBLISHING CURRENT RESEARCH IN THE FIELD. THE ACADEMY'S NEWSLETTERS INFORM MEMBERS OF ACTIVITIES AND PROMOTE FELLOWSHIP.Expenses $589,927 · revenue $31,050
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
- 41-1227642
- Tax-exempt status
- 501(c)(3): Charitable, religious, educational or scientific organization
- Foundation status
- Publicly supported organization (509(a)(2))
- Donations deductible (Pub 78)
- Public charity, 50% deduction limit
- Exempt since
- 2001
- Accounting year ends
- June
- Files
- Form 990 or 990-EZ
- Category (NTEE)
- Education (B99)
- Assets (IRS master file)
- $14,998,170
- Income (IRS master file)
- $9,914,354
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990 | June 2025 | $9,510,545 | $7,972,018 | $14,998,170 | IRS |
| 990 | June 2024 | $8,559,259 | $8,919,175 | $12,371,354 | IRS |
| 990 | June 2023 | $8,563,571 | $9,933,404 | $12,107,546 | XML |
| 990 | June 2022 | $8,270,170 | $8,039,565 | $12,994,483 | IRS |
| 990 | June 2021 | – | – | – | IRS |
| 990 | June 2020 | – | – | – | 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 41-1227642).
Questions about AMERICAN ACADEMY OF OPTOMETRY
- What is the EIN of AMERICAN ACADEMY OF OPTOMETRY?
- The employer identification number (EIN) of AMERICAN ACADEMY OF OPTOMETRY is 41-1227642.
- Is AMERICAN ACADEMY OF OPTOMETRY tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 2001.
- Are donations to AMERICAN ACADEMY OF OPTOMETRY tax-deductible?
- Yes. It is listed in IRS Publication 78 (Public charity, 50% deduction limit).
- Which annual return does AMERICAN ACADEMY OF OPTOMETRY 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 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 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?
- The 990 for the year ended June 30, 2025 names TRISH SHOMION.
- Who are the officers and directors of AMERICAN ACADEMY OF OPTOMETRY?
- The 990 for the year ended June 30, 2025 lists 16 people; 7 received compensation from the organization, the highest $253,930 (TRISH SHOMION, CHIEF EXECUTIVE OFFICER).
- How much revenue does AMERICAN ACADEMY OF OPTOMETRY have?
- On its 990 for the year ended June 30, 2025 it reported revenue of $9,510,545, expenses of $7,972,018 and total assets of $14,998,170 at year end.
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