Civic Intelligence

Omega Trust Association

990 • Fiscal year 2021 • EIN 58-6105379

Jul 01, 2020 to Jun 30, 2021 • 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

86th percentile

0.51x

Higher debt load relative to assets than 86% of similar nonprofits.

2021 filings • 501(c)7 • $500k-$1M nonprofits • Source year 2021

Liabilities / Revenue

89th percentile

1.45x

Higher debt load relative to revenue than 89% of similar nonprofits.

2021 filings • 501(c)7 • $500k-$1M nonprofits • Source year 2021

Net Margin

86th percentile

36%

Higher net margin than 86% of similar nonprofits.

2021 filings • 501(c)7 • $500k-$1M nonprofits • Source year 2021

Top Officer Pay

87th percentile

$0

Higher top officer pay than 87% of similar nonprofits.

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

2021 filings • 501(c)7 • $500k-$1M nonprofits • Source year 2021

Asset Growth

Score unavailable

No value available

No earlier valid filing was available within the previous three public years.

Source year 2021

Revenue Growth

Score unavailable

No value available

No earlier valid filing was available within the previous three public years.

Source year 2021

Balance Sheet
Liabilities / Assets86th percentile

Assets

$728,777

No earlier filing loaded for comparison.

Net Assets

$358,865

No earlier filing loaded for comparison.

Liabilities

$369,912

No earlier filing loaded for comparison.

Revenue And Expenses
Liabilities / Revenue89th percentileNet Margin86th percentile

Revenue

$254,816

No earlier filing loaded for comparison.

Expenses

$163,509

No earlier filing loaded for comparison.

Net Income

$91,307

No earlier filing loaded for comparison.

Historical Trend

Balance Sheet Trend

Asset GrowthScore unavailable

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

2021

Assets$728,777
Liabilities$369,912
Net Assets$358,865
Open 2021 Filing

Operations Trend

Revenue GrowthScore unavailable

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

2021

Revenue$254,816
Expenses$163,509
Net Income$91,307
Open 2021 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2020 to Jun 30, 2021
Signed
Dec 4, 2023
Return Version
2020v4.2
Gross Receipts
$254,816
Mission and Program Overview

Mission

Provide housing for fraternity chapter.

Provide housing for fraternity chapter

Balance Sheet Detail
LineBeginningEndChange
Assets
Cash and Non-Interest-Bearing Accounts$113,488$234,679▲ $121,191
Land, Buildings, and Equipment, Net$161,442$129,461▼ $31,981
Total Assets$639,567$728,777▲ $89,210
Other Assets Total$364,637$364,637→ $0
Liabilities
Mortgage Notes Payable Secured by Investment Property$372,009$369,912▼ $2,097
Total Liabilities$372,009$369,912▼ $2,097
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$267,558$358,865▲ $91,307
Total Net Assets Fund Balance$267,558$358,865▲ $91,307
Total Liabilities and Net Assets / Fund Balance$639,567$728,777▲ $89,210

Asset Categories

AssetBook ValueDepreciationBasis
Buildings$86,815$755,897$842,712
Other Land Buildings$42,646$89,032$131,678
Other Assets Org$364,637--
Compensation and Service Providers
Top Officer Pay87th percentile

Board Members and Trustees

NameTitle
Dave SkeltonPresident
Brandon PalmerDirector
David SpainDirector
Jeff StewartDirector
Stephen WebberDirector
Ryan MerklenSecretary
Adrien GarciaTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$227,896
Program Service Revenue
$26,720
Investment Income
$46
Other Revenue
$154
All Other Contributions
$198,019
Change in Net Assets
$91,307
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$160,712
Professional Fundraising Fees$2,797
Grants and Similar Amounts Paid$0
Salaries, Compensation, and Employee Benefits$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Occupancy---$46,351
Depreciation Depletion---$31,981
Insurance---$7,858
Interest---$3,528
Fees for Services Professional Fundraising---$2,797
Other Expenses---$2,160
Total Functional Expenses$0$0$0$163,509
Fundraising, Events, and Gaming
Fundraising activities
No
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Professional Fundraising Fees$2,797
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
Jeff Stewart
Title
Treasurer
Phone
4042627920
Signed
2023-12-04
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Adrian Garcia
Formed
1913
Legal Domicile
Ga
Voting Board Members
0
Independent Board Members
0
Employees
0
Volunteers
0

Preparer

Firm
Jones and Kolb
Address
3475 PIEDMONT ROAD NE SUITE 1500, ATLANTA, GA 30305
Preparer
G Bliss Jones
Phone
4042627920
Raw XML Appendix354 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/VotingMembersIndependentCnt00
IRS990/WebsiteAddressTxt0N/A
IRS990/WhistleblowerPolicyInd00
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/AuthenticationAssuranceLevelCd0AAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/IdentityAssuranceLevelCd0IAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/TrustedCustomerCd03
ReturnHeader/BuildTS02023-04-26 12:10:37Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0JEFF STEWART
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/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/PreparerPersonNm0G BLISS JONES
ReturnHeader/ReturnTs02023-12-04T11:06:02-06:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0JEFF
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0STEWART
ReturnHeader/TaxPeriodBeginDt02020-07-01
ReturnHeader/TaxPeriodEndDt02021-06-30
ReturnHeader/TaxYr02020

Document Assets

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Filings

Displayed year

2021 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$728,777
Liabilities
$369,912
Net assets
$358,865
Revenue
$254,816
Expenses
$163,509
Net income
$91,307
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