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AMERICAN ACADEMY OF OPTOMETRY, INC. - Florida Company Profile

Company Details

Entity Name: AMERICAN ACADEMY OF OPTOMETRY, INC.
Jurisdiction: FLORIDA
Filing Type: Foreign Non-Profit
Status: Active

The business entity is active. This status indicates that the business is currently operating and compliant with state regulations, suggesting a lower risk profile for lenders and potentially better creditworthiness.

Date Filed: 12 Sep 2011 (14 years ago)
Document Number: F11000003689
FEI/EIN Number 411227642

Federal Employer Identification (FEI) Number assigned by the IRS.

Address: 622 E Washington St Ste 300, Orlando, FL, 32801, US
Mail Address: 622 E Washington St Ste 300, Orlando, FL, 32801, US
ZIP code: 32801
County: Orange
Place of Formation: DISTRICT OF COLUMBIA

form 5500

Plan Name Plan Year EIN/PN Received Sponsor Total number of participants
AMERICAN ACADEMY OF OPTOMETRY 401(K) PLAN 2023 411227642 2024-07-23 AMERICAN ACADEMY OF OPTOMETRY 25
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Three-digit plan number (PN) 002
Effective date of plan 2020-06-01
Business code 813000
Sponsor’s telephone number 3213194859
Plan sponsor’s address 2909 FAIRGREEN STREET, ORLANDO, FL, 32803

Signature of

Role Plan administrator
Date 2024-07-23
Name of individual signing RICH JONES
Valid signature Filed with authorized/valid electronic signature
Role Employer/plan sponsor
Date 2024-07-23
Name of individual signing RICH JONES
Valid signature Filed with authorized/valid electronic signature
AMERICAN ACADEMY OF OPTOMETRY 401(K) PLAN 2022 411227642 2023-09-29 AMERICAN ACADEMY OF OPTOMETRY 22
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Three-digit plan number (PN) 002
Effective date of plan 2020-06-01
Business code 813000
Sponsor’s telephone number 3213194859
Plan sponsor’s address 2909 FAIRGREEN STREET, ORLANDO, FL, 32803

Signature of

Role Plan administrator
Date 2023-09-29
Name of individual signing RICHARD JONES
Valid signature Filed with authorized/valid electronic signature
AMERICAN ACADEMY OF OPTOMETRY 401(K) PLAN 2021 411227642 2022-08-19 AMERICAN ACADEMY OF OPTOMETRY 21
File View Page
Three-digit plan number (PN) 002
Effective date of plan 2020-06-01
Business code 813000
Sponsor’s telephone number 3213194859
Plan sponsor’s address 2909 FAIRGREEN STREET, ORLANDO, FL, 32803

Signature of

Role Plan administrator
Date 2022-08-19
Name of individual signing RICHARD JONES
Valid signature Filed with authorized/valid electronic signature
AMERICAN ACADEMY OF OPTOMETRY 401(K) PLAN 2020 411227642 2021-09-13 AMERICAN ACADEMY OF OPTOMETRY 18
File View Page
Three-digit plan number (PN) 002
Effective date of plan 2020-06-01
Business code 813000
Sponsor’s telephone number 3213194859
Plan sponsor’s address 2909 FAIRGREEN STREET, ORLANDO, FL, 32803

Signature of

Role Plan administrator
Date 2021-09-13
Name of individual signing RICHARD JONES
Valid signature Filed with authorized/valid electronic signature

Key Officers & Management

Name Role Address
Walline Jeffrey Director 622 E Washington St Ste 300, Orlando, FL, 32801
NORTHWEST REGISTERED AGENT LLC Agent -
Jones Richard Treasurer 622 E Washington St Ste 300, Orlando, FL, 32801

Events

Event Type Filed Date Value Description
REGISTERED AGENT ADDRESS CHANGED 2025-01-31 7901 4th St N Ste 300, St. Petersburg, FL 33702 -
CHANGE OF PRINCIPAL ADDRESS 2025-01-31 925 S Semoran Blvd Ste 120, Winter Park, FL 32792 -
CHANGE OF MAILING ADDRESS 2025-01-31 925 S Semoran Blvd Ste 120, Winter Park, FL 32792 -
REGISTERED AGENT NAME CHANGED 2025-01-31 Registered Agents Inc -
CHANGE OF PRINCIPAL ADDRESS 2024-02-02 622 E Washington St Ste 300, Orlando, FL 32801 -
CHANGE OF MAILING ADDRESS 2024-02-02 622 E Washington St Ste 300, Orlando, FL 32801 -
REGISTERED AGENT NAME CHANGED 2021-11-17 NORTHWEST REGISTERED AGENT, LLC -
REGISTERED AGENT ADDRESS CHANGED 2021-11-17 7901 4TH ST N #300, ST PETERSBURG, FL 33702 -

Documents

Name Date
ANNUAL REPORT 2025-01-31
ANNUAL REPORT 2024-02-02
ANNUAL REPORT 2023-04-05
ANNUAL REPORT 2022-03-25
Reg. Agent Change 2021-11-17
ANNUAL REPORT 2021-03-08
ANNUAL REPORT 2020-01-14
ANNUAL REPORT 2019-04-04
Reg. Agent Change 2019-02-04
ANNUAL REPORT 2018-01-25

Tax Exempt

EIN Type of Organization Exempt Organization Status Address Ruling Date
41-1227642 Corporation Unconditional Exemption 925 S SEMORAN BLVD STE 120, WINTER PARK, FL, 32792-5313 2001-08
In Care of Name % LOIS SCHOENBRUN
Group Exemption Number 0000
Subsection Charitable Organization, Educational Organization, Literary Organization, Organization to Prevent Cruelty to Animals, Organization to Prevent Cruelty to Children, Organization for Public Safety Testing, Religious Organization, Scientific Organization
Affiliation Independent - This code is used if the organization is an independent organization or an independent auxiliary (i.e., not affiliated with a National, Regional, or Geographic grouping of organizations).
Classification Educational Organization, Local Association of Employees, Horticultural Organization, Business League, Voluntary Employees' Beneficiary Association (Govt. Emps.), Mutual Ditch or Irrigation Co., Cemetery Company, Other Mutual Corp. or Assoc.
Deductibility Contributions are deductible.
Foundation Organization that normally receives no more than one-third of its support from gross investment income and unrelated business income and at the same time more than one-third of its support from contributions, fees, and gross receipts related to exempt purposes 509(a)(2)
Tax Period 2023-06
Asset 10,000,000 to 49,999,999
Income 10,000,000 to 49,999,999
Filing Requirement 990 (all other) or 990EZ return
PF Filing Requirement No 990-PF return
Accounting Period Jun
Asset Amount 12107546
Income Amount 11636641
Form 990 Revenue Amount 8563571
National Taxonomy of Exempt Entities Education: Education N.E.C.
Sort Name -

Publication 78 Data

Description Organizations eligible to receive tax-deductible charitable contributions. Users may rely on this list in determining deductibility of their contributions.
On Publication 78 Data List Yes
Deductibility Type of organization and use of contribution: A public charity. Deductibility Limitation: 50% (60% for cash contributions)

Copies of Returns (990, 990-EZ, 990-PF, 990-T)

Organization Name AMERICAN ACADEMY OF OPTOMETRY
EIN 41-1227642
Tax Period 202306
Filing Type E
Return Type 990
File View File
Organization Name AMERICAN ACADEMY OF OPTOMETRY
EIN 41-1227642
Tax Period 202206
Filing Type E
Return Type 990
File View File
Organization Name AMERICAN ACADEMY OF OPTOMETRY
EIN 41-1227642
Tax Period 202106
Filing Type E
Return Type 990
File View File
Organization Name AMERICAN ACADEMY OF OPTOMETRY
EIN 41-1227642
Tax Period 202006
Filing Type E
Return Type 990
File View File
Organization Name AMERICAN ACADEMY OF OPTOMETRY
EIN 41-1227642
Tax Period 201906
Filing Type E
Return Type 990
File View File
Organization Name AMERICAN ACADEMY OF OPTOMETRY
EIN 41-1227642
Tax Period 201806
Filing Type E
Return Type 990
File View File
Organization Name AMERICAN ACADEMY OF OPTOMETRY INC
EIN 41-1227642
Tax Period 201706
Filing Type E
Return Type 990
File View File
Organization Name AMERICAN ACADEMY OF OPTOMETRY INC
EIN 41-1227642
Tax Period 201606
Filing Type E
Return Type 990
File View File

Paycheck Protection Program

Loan Number Loan Funded Date SBA Origination Office Code Loan Delivery Method Borrower Street Address
5396927106 2020-04-13 0491 PPP 2909 FAIRGREEN ST, ORLANDO, FL, 32803-5043
Loan Status Date 2021-09-28
Loan Status Paid in Full
Loan Maturity in Months 24
SBA Guaranty Percentage 100
Loan Approval Amount (at origination) 222700
Loan Approval Amount (current) 222700
Undisbursed Amount 0
Franchise Name -
Lender Location ID 225134
Servicing Lender Name Truist Bank
Servicing Lender Address 214 N Tryon St, CHARLOTTE, NC, 28202-1078
Rural or Urban Indicator U
Hubzone Y
LMI N
Business Age Description Existing or more than 2 years old
Project Address ORLANDO, ORANGE, FL, 32803-5043
Project Congressional District FL-10
Number of Employees 18
NAICS code 813920
Borrower Race Unanswered
Borrower Ethnicity Unknown/NotStated
Business Type Non-Profit Organization
Originating Lender ID 225134
Originating Lender Name Truist Bank
Originating Lender Address CHARLOTTE, NC
Gender Unanswered
Veteran Unanswered
Forgiveness Amount 225607.47
Forgiveness Paid Date 2021-08-05

Date of last update: 03 Apr 2025

Sources: Florida Department of State