Civic Intelligence

Alpha Omega Alpha Honor Medical Society

EIN 36-6082049 • 501(c)3 • Aurora, CO

990-N Coverage

Profile

Alpha omega alpha, founded in 1902, is the national medical honor society. See schedule o for continuation.

12635 E Montview Blvd Suite 270Aurora, CO 80045

alphaomegaalpha.org

Siviq Scores

Precomputed percentiles relative to similar nonprofits. These scores are descriptive rather than judgmental.

Liabilities / Assets

63rd percentile

0.35x

Higher debt load relative to assets than 63% of similar nonprofits.

501(c)3 • $25M-$50M nonprofits • Source year 2025

Liabilities / Revenue

92nd percentile

3.51x

Higher debt load relative to revenue than 92% of similar nonprofits.

501(c)3 • $25M-$50M nonprofits • Source year 2025

Net Margin

62nd percentile

9.5%

Higher net margin than 62% of similar nonprofits.

501(c)3 • $25M-$50M nonprofits • Source year 2025

Top Officer Pay

37th percentile

$212,868

Higher top officer pay than 37% of similar nonprofits.

Top officer pay equals 6.6% of source-year revenue.

501(c)3 • $25M-$50M nonprofits • Source year 2025

Asset Growth

62nd percentile

8.7%

Faster asset growth than 62% of similar nonprofits.

501(c)3 • $25M-$50M nonprofits • Annualized from 2024 to 2025

Revenue Growth

81st percentile

35%

Faster revenue growth than 81% of similar nonprofits.

501(c)3 • $25M-$50M nonprofits • Annualized from 2024 to 2025

Assets

Up

$32,530,619

Up $2,607,740 (+8.7%) from 2024

Liabilities

Up

$11,369,801

Up $491,923 (+4.5%) from 2024

Net Assets

Up

$21,160,818

Up $2,115,817 (+11%) from 2024

Revenue

Up

$3,236,043

Up $834,938 (+35%) from 2024

Expenses

Up

$2,927,964

Up $5,934 (+0.2%) from 2024

Net Income

Up

$308,079

Up $829,004 (+159%) from 2024

Trend Graphs

Balance Sheet Trend

Grouped bars show assets, liabilities, and net assets across loaded filings.

$40M$30M$20M$10M$0Assets 2020: $22,314,595Liabilities 2020: $9,309,444Net Assets 2020: $13,005,1512020Assets 2021: $27,406,157Liabilities 2021: $9,741,496Net Assets 2021: $17,664,6612021Assets 2022: $24,862,618Liabilities 2022: $10,328,925Net Assets 2022: $14,533,6932022Assets 2023: $26,549,725Liabilities 2023: $10,704,842Net Assets 2023: $15,844,8832023Assets 2024: $29,922,879Liabilities 2024: $10,877,878Net Assets 2024: $19,045,0012024Assets 2025: $32,530,619Liabilities 2025: $11,369,801Net Assets 2025: $21,160,8182025

Highlighted filing

2025

Assets$32,530,619
Liabilities$11,369,801
Net Assets$21,160,818

Operations Trend

Revenue, expenses, and net income by year, with the latest filing highlighted.

$4.0M$3.0M$2.0M$1.0M$0-$1.0MRevenue 2020: $2,460,815Expenses 2020: $2,227,212Net Income 2020: $233,6032020Revenue 2021: $2,965,525Expenses 2021: $2,317,754Net Income 2021: $647,7712021Revenue 2022: $2,316,639Expenses 2022: $2,412,148Net Income 2022: -$95,5092022Revenue 2023: $2,296,296Expenses 2023: $2,747,333Net Income 2023: -$451,0372023Revenue 2024: $2,401,105Expenses 2024: $2,922,030Net Income 2024: -$520,9252024Revenue 2025: $3,236,043Expenses 2025: $2,927,964Net Income 2025: $308,0792025

Highlighted filing

2025

Revenue$3,236,043
Expenses$2,927,964
Net Income$308,079

Filings

Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Sep 1, 2024 to Aug 31, 2025
Signed
Mar 25, 2026
Return Version
2024v5.0
Gross Receipts
$3,236,043
Mission and Program Overview

Mission

Alpha omega alpha, founded in 1902, is the national medical honor society. See schedule o for continuation.

Encourage the development of leaders in academia and the community; support ideals of humanism; and promote service to others.

Balance Sheet Detail
LineBeginningEndChange
Assets
Investments in Publicly Traded Securities$28,154,482$29,467,612▲ $1,313,130
Investments Other Securities$815,677$1,531,457▲ $715,780
Cash and Non-Interest-Bearing Accounts$846,853$1,066,575▲ $219,722
Prepaid Expenses and Deferred Charges$10,537$38,375▲ $27,838
Total Assets$29,922,879$32,530,619▲ $2,607,740
Other Assets Total$95,330$426,600▲ $331,270
Liabilities
Deferred Revenue$10,168,499$10,391,780▲ $223,281
Other Liabilities$95,050$425,349▲ $330,299
Grants Payable$403,781$341,287▼ $62,494
Accounts Payable and Accrued Expenses$210,548$211,385▲ $837
Total Liabilities$10,877,878$11,369,801▲ $491,923
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$18,907,802$21,017,325▲ $2,109,523
Net Assets With Donor Restrictions$137,199$143,493▲ $6,294
Total Net Assets Fund Balance$19,045,001$21,160,818▲ $2,115,817
Total Liabilities and Net Assets / Fund Balance$29,922,879$32,530,619▲ $2,607,740

Endowment Activity

PeriodBeginningContrib.Gain/LossOther UsesEnd
2024$137,199$1,500▲ $9,294$4,500$143,493
2023$126,440-▲ $15,259$4,500$137,199
2022$127,426-▲ $3,514$4,500$126,440
2021$127,201-▲ $225-$127,426
2020$125,982-▲ $5,944$4,500$127,201
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
Bradley BarthExecutive DiPT$206,434$6,434$212,868
Bradley BarthExecutive Director-$206,434$6,434$212,868
Darlene Martinez Thru 93024Chief of StaFT$186,442$10,243$196,685
Darlene Martinez Thru 93024Chief of Staff-$186,442$10,243$196,685
Richard ByynyPharos Sr EdFT$156,583$6,863$163,446
Richard ByynyPharos Sr Editor-$156,583$6,863$163,446

Board Members and Trustees

NameTitle
Lynn ClearyChair of Aud
Atul GroverPresident
Peter BatesPresident El
Angelike LiappisCouncilor
Cornelius DykeCouncilor
Robert SchwartzCouncilor
Sharon LewisCouncilor
Billy BallardMember at La
Carmen GreenMember at La
Carol BradfordMember at La
Holly HumphreyMember at La
Susan LaneMember at La
Wendy CiancioOperations D
Oluwaferanmi OkanlamiOrganization
Kenneth LudmererPharos Ed. B
Sky DaintyResident
Jabre MillonStudent Dire
Samantha MorrisStudent Dire
William BrooksStudent Dire
Lynne KirkTreasurer/se
Revenue and Support

Revenue Composition

Contributions and Grants
$2,204,870
Program Service Revenue
$230,070
Investment Income
$801,103
Other Revenue
$0
All Other Contributions
$278,553
Change in Net Assets
$308,079

Audited Revenue Reconciliation

Revenue per Audited Statements
$3,181,599
Revenue Not Reported on Financial Statements
$54,444
Revenue Not Reported on Form 990
$1,807,738
Total Revenue per Audited Statements
$4,989,337
Total Revenue per Form 990
$3,236,043
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$1,137,841
Salaries, Compensation, and Employee Benefits$1,121,101
Grants and Similar Amounts Paid$669,022
Total Fundraising Expense$31,621
Professional Fundraising Fees$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Grants to Domestic Individuals$669,022--$669,022
Current Officers, Directors, Trustees, and Key Employees$459,414$34,675-$494,089
Other Salaries and Wages$393,519$51,900-$445,419
Conferences and Meetings$29,550$90,159-$119,709
Occupancy$87,015$8,891-$95,906
All Other Expenses$34,935$26,792$31,621$93,348
Other Employee Benefits$69,645$7,619-$77,264
Payroll Taxes$67,166$6,972-$74,138
Other Expenses$88,198$70,090-$70,090
Fees for Services Accounting-$68,408-$68,408
Office Expenses$52,403$5,354-$57,757
Fees for Service Investment Mgmnt Fees-$54,444-$54,444
Information Technology-$48,170-$48,170
Pension Plan Contributions$27,421$2,770-$30,191
Fees for Services Legal-$14,327-$14,327
Insurance-$7,097-$7,097
Fees for Services Other-$1,885-$1,885
Total Functional Expenses$2,396,790$499,553$31,621$2,927,964

Audited Expense Reconciliation

Line ItemAmount
Total Expenses per Form 990$2,927,964
Expenses per Audited Statements$2,873,520
Total Expenses per Audited Statements$2,873,520
Expenses Not Reported on Financial Statements$54,444
Fundraising, Events, and Gaming
Fundraising activities
No
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Professional Fundraising Fees$0
Political and Lobbying Activity
Political campaign activity
No
Lobbying activity
No
Subject to proxy tax
No
Debt and Bond Financing

Other Reported Liabilities

LiabilityAmount
Operating Lease Liability$425,349
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
Yes
Audit committee
Yes
Backup withholding compliance
Yes
Business relationship with 35% controlled entity
No
Business relationship with family members
No
Business relationship with organization members
No
Material changes to governing documents
Yes
Compensation from other sources disclosed
No
CEO compensation reviewed
Yes
Other officer compensation reviewed
Yes
Conflict-of-interest policy
Yes
Audited financial statements prepared
No
Key decisions subject to board approval
No
Management duties delegated
No

Governance Explanations

Form 990, Page 6, Part VI, Line 4

Modification and update to constitution and organizational documents occurred during fiscal year 2025. The changes are primarily related to outlining officer duties in more detail, board participation requirements, outlining duties of the different committees, and establishing a new committee, the national alpha omega alpha advisory committee. The updated document is available on www.alphaomegaalpha.org

Form 990, Page 6, Part VI, Line 11B

Form 990 and the supporting schedules are submitted to the aoa board of directors audit committee and executive committee to review for five days then submitted to the full board of directors for ten days to review. Once approved the form 990 and the supporting schedules are filed with the irs and posted to aoa's website for public viewing.

Form 990, Page 6, Part VI, Line 12C

The board and staff are required to complete conflict of interest forms on an annual basis. These documents are retained by the national office.

Form 990, Page 6, Part VI, Line 15A

The executive director's compensation is set by the board annually per the organization's constitution, which includes the rules and policies to govern the organization.

Form 990, Page 6, Part VI, Line 15B

Other key employee compensation is set by the executive director based on comparable positions, and experience of candidate.

Form 990, Page 6, Part VI, Line 19

The governing documents, conflict of interest policy, and financial statements are available upon request to the public, the board and other organization members thoughout the year. The aoa website also permanently hosts the constitution and other related policies and information about the orgnization.

Filing and Contact Details

Filer

Filer Name
Alpha Omega Alpha Honor Medical
EIN
36-6082049
Phone
7208594149
Address
12635 E MONTVIEW BLVD SUITE 270, AURORA, CO 80045

Signing Officer

Name
Bradley Barth
Title
Executive Director
Phone
7208594149
Signed
2026-03-25
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Bradley Barth
Formed
1903
Legal Domicile
Co
Voting Board Members
18
Independent Board Members
18
Employees
8
Volunteers
140

Preparer

Firm
Kundinger Corder & Montoya Pc
Address
475 LINCOLN STREET SUITE 200, DENVER, CO 80203
Preparer
Maria Montoya
Phone
3035345953
Supplemental Narrative

Additional Explanations

Form 990, Part III

Line 1, description of organization's mission alpha omega alpha, founded in 1902, is the national medical honor society. Its mission statement is: alpha omega alpha - dedicated to the belief that in the profession of medicine we work to improve care for all by recognizing educational achievement; honoring gifted teaching; encouraging the development of leaders in academia and the community; supporting ideals of humanism; and promoting service to others.

Form 990, Page 2, Part III, Line 4D

The remaining programs at alpha omega alpha are as follows: chapter and member services provides direct support to all members and the local chapters that support these members. Visiting professorships is a program that provides funding support for medical schools to host a visiting professor during the academic year. The insignia program provides physical hardware that acknowledges aoa membership in the form of certificates, pins, etc. The distinguished teacher program acknowledges teachers that perform exceptionally and are recognized by their peers. The professionalism awards program acknowledges professionals by their peers for outstanding achievements. Inclusion, diversity, and equity award recognizes medical schools and their associated aoa chapter that demonstrate the ideals of inclusion, diversity, and equity in service to the community.

Form 990, Page 12, Part XII, Line 2C

The board of directors has a committee that reviews the audit reports before issuance. This process has not changed from the prior year.

Financial Statement Notes

Schedule D, Page 2, Part V, Line 4

To support student research and scholarly activities within medical schools.

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This appendix keeps the raw XML leaves available for debugging and edge-case review. The human report above is the primary experience.

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IRS990/Form990PartVIISectionAGrp/TitleTxt0PHAROS SR ED
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IRS990/Form990PartVIISectionAGrp/TitleTxt3OPERATIONS D
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IRS990/Form990PartVIISectionAGrp/TitleTxt5PRESIDENT EL
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IRS990/Form990PartVIISectionAGrp/TitleTxt15STUDENT DIRE
IRS990/Form990PartVIISectionAGrp/TitleTxt16STUDENT DIRE
IRS990/Form990PartVIISectionAGrp/TitleTxt17RESIDENT
IRS990/Form990PartVIISectionAGrp/TitleTxt18PHAROS ED. B
IRS990/Form990PartVIISectionAGrp/TitleTxt19ORGANIZATION
IRS990/Form990PartVIISectionAGrp/TitleTxt20COUNCILOR
IRS990/Form990PartVIISectionAGrp/TitleTxt21COUNCILOR
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IRS990/MissionDesc0ALPHA OMEGA ALPHA, FOUNDED IN 1902, IS THE NATIONAL MEDICAL HONOR SOCIETY. SEE SCHEDULE O FOR CONTINUATION.
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IRS990/ProgSrvcAccomActy3Grp/Desc0THE LEADERSHIP PROGRAM RECOGNIZES AND SUPPORTS THE DEVELOPMENT OF MID- CAREER PHYSICIANS TO BECOME LEADERS IN MEDICINE.
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IRS990/ProgSrvcAccomActyOtherGrp/Desc0THE REMAINING PROGRAMS AT ALPHA OMEGA ALPHA ARE AS FOLLOWS: CHAPTER AND MEMBER SERVICES PROVIDES DIRECT SUPPORT TO ALL MEMBERS AND THE LOCAL CHAPTERS THAT SUPPORT THESE MEMBERS. VISITING PROFESSORSHIPS IS A PROGRAM THAT PROVIDES FUNDING SUPPORT FOR MEDICAL SCHOOLS TO HOST A VISITING PROFESSOR DURING THE ACADEMIC YEAR. THE INSIGNIA PROGRAM PROVIDES PHYSICAL HARDWARE THAT ACKNOWLEDGES AOA MEMBERSHIP IN THE FORM OF CERTIFICATES, PINS, ETC. THE DISTINGUISHED TEACHER PROGRAM ACKNOWLEDGES TEACHERS THAT PERFORM EXCEPTIONALLY AND ARE RECOGNIZED BY THEIR PEERS. THE PROFESSIONALISM AWARDS PROGRAM ACKNOWLEDGES PROFESSIONALS BY THEIR PEERS FOR OUTSTANDING ACHIEVEMENTS. INCLUSION, DIVERSITY, AND EQUITY AWARD RECOGNIZES MEDICAL SCHOOLS AND THEIR ASSOCIATED AOA CHAPTER THAT DEMONSTRATE THE IDEALS OF INCLUSION, DIVERSITY, AND EQUITY IN SERVICE TO THE COMMUNITY.
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