Civic Intelligence

Omega Trust Association

990 • Fiscal year 2023 • EIN 58-6105379

Jul 01, 2022 to Jun 30, 2023 • Filed on Dec 04, 2023

Organization ProfileN/A
3475 Piedmont Road Suite 1500Atlanta, GA 30305

(404) 262-7920

Siviq Scores

Precomputed percentiles for this filing year versus similar nonprofits in the same peer cohort.

Liabilities / Assets

92nd percentile

0.72x

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

2023 filings • 501(c)7 • $500k-$1M nonprofits • Source year 2023

Liabilities / Revenue

98th percentile

4.50x

Higher debt load relative to revenue than 98% of similar nonprofits.

2023 filings • 501(c)7 • $500k-$1M nonprofits • Source year 2023

Net Margin

5th percentile

-31%

Higher net margin than 5% of similar nonprofits.

2023 filings • 501(c)7 • $500k-$1M nonprofits • Source year 2023

Top Officer Pay

88th percentile

$0

Higher top officer pay than 88% of similar nonprofits.

Top officer pay equals 0.0% of source-year revenue.

2023 filings • 501(c)7 • $500k-$1M nonprofits • Source year 2023

Asset Growth

93rd percentile

43%

Faster asset growth than 93% of similar nonprofits.

2023 filings • 501(c)7 • $500k-$1M nonprofits • Annualized from 2022 to 2023

Revenue Growth

13th percentile

-13%

Faster revenue growth than 13% of similar nonprofits.

2023 filings • 501(c)7 • $500k-$1M nonprofits • Annualized from 2022 to 2023

Balance Sheet
Liabilities / Assets92nd percentile

Assets

Up

$960,834

Up $289,639 (+43%) from 2022

Net Assets

Down

$272,739

Down $51,495 (-16%) from 2022

Liabilities

Up

$688,095

Up $341,134 (+98%) from 2022

Revenue And Expenses
Liabilities / Revenue98th percentileNet Margin5th percentile

Revenue

Down

$152,971

Down $23,834 (-13%) from 2022

Expenses

Up

$200,617

Up $9,887 (+5.2%) from 2022

Net Income

Down

-$47,646

Down $33,721 (-242%) from 2022

Historical Trend

Balance Sheet Trend

Asset Growth93rd percentile

The highlighted filing sits inside the broader history for assets, liabilities, and net assets.

$1.0M$500K$0Assets 2021: $728,777Liabilities 2021: $369,912Net Assets 2021: $358,8652021Assets 2022: $671,195Liabilities 2022: $346,961Net Assets 2022: $324,2342022Assets 2023: $960,834Liabilities 2023: $688,095Net Assets 2023: $272,7392023Assets 2024: $894,564Liabilities 2024: $659,576Net Assets 2024: $234,9882024

Highlighted filing

2023

Assets$960,834
Liabilities$688,095
Net Assets$272,739
Open 2023 Filing

Operations Trend

Revenue Growth13th percentile

Revenue, expenses, and net income across loaded years, with this filing highlighted.

$300K$200K$100K$0-$100KRevenue 2021: $254,816Expenses 2021: $163,509Net Income 2021: $91,3072021Revenue 2022: $176,805Expenses 2022: $190,730Net Income 2022: -$13,9252022Revenue 2023: $152,971Expenses 2023: $200,617Net Income 2023: -$47,6462023Revenue 2024: $181,384Expenses 2024: $219,135Net Income 2024: -$37,7512024

Highlighted filing

2023

Revenue$152,971
Expenses$200,617
Net Income-$47,646
Open 2023 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2022 to Jun 30, 2023
Signed
Dec 4, 2023
Return Version
2022v5.0
Gross Receipts
$152,971
Mission and Program Overview

Mission

Provide housing for fraternity chapter.

Provide housing for fraternity chapter

Balance Sheet Detail
LineBeginningEndChange
Assets
Land, Buildings, and Equipment, Net$97,514$443,155▲ $345,641
Cash and Non-Interest-Bearing Accounts$209,044$153,042▼ $56,002
Total Assets$671,195$960,834▲ $289,639
Other Assets Total$364,637$364,637→ $0
Liabilities
Mortgage Notes Payable Secured by Investment Property$346,961$688,095▲ $341,134
Total Liabilities$346,961$688,095▲ $341,134
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$324,234$272,739▼ $51,495
Total Net Assets Fund Balance$324,234$272,739▼ $51,495
Total Liabilities and Net Assets / Fund Balance$671,195$960,834▲ $289,639

Asset Categories

AssetBook ValueDepreciationBasis
Buildings$408,223$806,396$1,214,619
Other Land Buildings$34,932$96,746$131,678
Other Assets Org$364,637--
Compensation and Service Providers
Top Officer Pay88th percentile

Board Members and Trustees

NameTitle
Dave SkeltonPresident
Brandon PalmerVice President
David SpainDirector
Jeff StewartDirector
Stephen WebberDirector
Ryan MerklenSecretary
Adrian GarciaTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$14,914
Program Service Revenue
$138,057
Investment Income
$0
Other Revenue
$0
All Other Contributions
$14,914
Change in Net Assets
$-47,646
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$197,890
Professional Fundraising Fees$2,727
Grants and Similar Amounts Paid$0
Salaries, Compensation, and Employee Benefits$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Occupancy---$127,956
Interest---$32,026
Depreciation Depletion---$26,266
Insurance---$9,839
Fees for Services Professional Fundraising---$2,727
Conferences and Meetings---$115
Other Expenses---$90
Fees for Services Other---$22
Total Functional Expenses$0$0$0$200,617
Fundraising, Events, and Gaming
Fundraising activities
No
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Professional Fundraising Fees$2,727
Political and Lobbying Activity
Political campaign activity
No
Subject to proxy tax
No
Governance and Compliance

Governance Checklist

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

Governance Explanations

Form 990, Part VI, Section B, Line 11B

“The organization provided copies of form 990 to all members of the board prior to filing.”

Form 990, Part VI, Section C, Line 18

“The organization is willing to provide a copy of form 990 and form 990-t to the public upon request.”

Form 990, Part VI, Section C, Line 19

“Omega trust association will make it's governing documents, conflict of interest policy and financial statements available to the public upon request.”

Filing and Contact Details

Filer

Filer Name
Omega Trust Association
EIN
58-6105379
Phone
4042627920
Address
3475 PIEDMONT ROAD SUITE 1500, ATLANTA, GA 30305

Signing Officer

Name
Adrian Garcia
Title
Treasurer
Phone
4042627920
Signed
2023-12-04
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Dave Skelton Co Jones an
Formed
1913
Legal Domicile
Ga
Voting Board Members
7
Independent Board Members
7
Employees
0
Volunteers
7

Preparer

Firm
Jones and Kolb
Address
3475 PIEDMONT ROAD NE SUITE 1500, ATLANTA, GA 30305
Preparer
Jordan H Jones
Phone
4042627920
Raw XML Appendix351 raw XML fields

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/VotingMembersGoverningBodyCnt07
IRS990/VotingMembersIndependentCnt07
IRS990/WebsiteAddressTxt0N/A
IRS990/WhistleblowerPolicyInd00
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/AuthenticationAssuranceLevelCd0AAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/IdentityAssuranceLevelCd0IAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/TrustedCustomerCd02
ReturnHeader/BuildTS02023-04-26 12:10:37Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0ADRIAN GARCIA
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TREASURER
ReturnHeader/BusinessOfficerGrp/PhoneNum04042627920
ReturnHeader/BusinessOfficerGrp/SignatureDt02023-12-04
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0OMEGA TRUST ASSOCIATION
ReturnHeader/Filer/BusinessNameControlTxt0OMEG
ReturnHeader/Filer/EIN0586105379
ReturnHeader/Filer/PhoneNum04042627920
ReturnHeader/Filer/USAddress/AddressLine1Txt03475 PIEDMONT ROAD SUITE 1500
ReturnHeader/Filer/USAddress/CityNm0ATLANTA
ReturnHeader/Filer/USAddress/StateAbbreviationCd0GA
ReturnHeader/Filer/USAddress/ZIPCd030305
ReturnHeader/IRSResponsiblePrtyInfoCurrInd00
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0581763570
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0JONES AND KOLB
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt03475 PIEDMONT ROAD NE SUITE 1500
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0ATLANTA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0GA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd030305
ReturnHeader/PreparerPersonGrp/PhoneNum04042627920
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0JORDAN H JONES
ReturnHeader/ReturnTs02023-12-04T11:06:42-06:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0ADRIAN
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0GARCIA
ReturnHeader/TaxPeriodBeginDt02022-07-01
ReturnHeader/TaxPeriodEndDt02023-06-30
ReturnHeader/TaxYr02022

Document Assets

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Filings

Displayed year

2023 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$960,834
Liabilities
$688,095
Net assets
$272,739
Revenue
$152,971
Expenses
$200,617
Net income
-$47,646
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$8.95$6.60$2.35$1.81$2.19$0.38
2023Detailed filing. Detailed filing data is available for this year.$9.61$6.88$2.73$1.53$2.01$0.48
2022Detailed filing. Detailed filing data is available for this year.$6.71$3.47$3.24$1.77$1.91$0.14
2021Detailed filing. Detailed filing data is available for this year.$7.29$3.70$3.59$2.55$1.64$0.91