Civic Intelligence

Omega Alpha Academy

990 • Fiscal year 2021 • EIN 86-1011808

Jul 01, 2020 to Jun 30, 2021 • Filed on Nov 23, 2021

1402 N San Antonio AveDouglas, AZ 85607

(520) 805-1261

Siviq Scores

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

Liabilities / Assets

62nd percentile

0.15x

Higher debt load relative to assets than 62% of similar nonprofits.

2021 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2021

Liabilities / Revenue

48th percentile

0.08x

Higher debt load relative to revenue than 48% of similar nonprofits.

2021 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2021

Net Margin

52nd percentile

14%

Higher net margin than 52% of similar nonprofits.

2021 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2021

Top Officer Pay

90th percentile

$194,634

Higher top officer pay than 90% of similar nonprofits.

Top officer pay equals 6.0% of source-year revenue.

2021 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2021

Asset Growth

81st percentile

36%

Faster asset growth than 81% of similar nonprofits.

2021 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2020 to 2021

Revenue Growth

25th percentile

-5.0%

Faster revenue growth than 25% of similar nonprofits.

2021 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2020 to 2021

Assets

Up

$1,805,902

Up $481,457 (+36%) from 2020

Net Assets

Up

$1,538,063

Up $438,907 (+40%) from 2020

Liabilities

Up

$267,839

Up $42,550 (+19%) from 2020

Revenue

Down

$3,243,392

Down $170,097 (-5.0%) from 2020

Expenses

Down

$2,804,485

Down $110,324 (-3.8%) from 2020

Net Income

Down

$438,907

Down $59,773 (-12%) from 2020

Historical Trend

Balance Sheet Trend

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

$6.0M$4.0M$2.0M$0Assets 2011: $518,575Liabilities 2011: $184,587Net Assets 2011: $333,9882011Assets 2012: $567,242Liabilities 2012: $145,282Net Assets 2012: $421,9602012Assets 2013: $758,719Liabilities 2013: $146,037Net Assets 2013: $612,6822013Assets 2014: $1,073,258Liabilities 2014: $156,665Net Assets 2014: $916,5932014Assets 2015: $913,965Liabilities 2015: $160,376Net Assets 2015: $753,5892015Assets 2016: $880,232Liabilities 2016: $139,861Net Assets 2016: $740,3712016Assets 2017: $715,179Liabilities 2017: $197,509Net Assets 2017: $517,6702017Assets 2018: $340,058Liabilities 2018: $167,454Net Assets 2018: $172,6042018Assets 2019: $765,862Liabilities 2019: $165,386Net Assets 2019: $600,4762019Assets 2020: $1,324,445Liabilities 2020: $225,289Net Assets 2020: $1,099,1562020Assets 2021: $1,805,902Liabilities 2021: $267,839Net Assets 2021: $1,538,0632021Assets 2022: $3,895,479Liabilities 2022: $180,216Net Assets 2022: $3,715,2632022Assets 2023: $4,279,501Liabilities 2023: $150,987Net Assets 2023: $4,128,5142023Assets 2025: $3,903,815Liabilities 2025: $148,758Net Assets 2025: $3,755,0572025

Highlighted filing

2021

Assets$1,805,902
Liabilities$267,839
Net Assets$1,538,063

Operations Trend

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

$6.0M$4.0M$2.0M$0-$2.0MRevenue 2011: $3,413,871Expenses 2011: $3,682,561Net Income 2011: -$268,6902011Revenue 2012: $3,394,608Expenses 2012: $3,306,636Net Income 2012: $87,9722012Revenue 2013: $3,526,559Expenses 2013: $3,335,837Net Income 2013: $190,7222013Revenue 2014: $3,903,651Expenses 2014: $3,599,741Net Income 2014: $303,9102014Revenue 2015: $3,432,495Expenses 2015: $3,595,499Net Income 2015: -$163,0042015Revenue 2016: $3,564,644Expenses 2016: $3,577,862Net Income 2016: -$13,2182016Revenue 2017: $3,144,467Expenses 2017: $3,367,168Net Income 2017: -$222,7012017Revenue 2018: $2,451,775Expenses 2018: $2,796,841Net Income 2018: -$345,0662018Revenue 2019: $2,983,414Expenses 2019: $2,555,542Net Income 2019: $427,8722019Revenue 2020: $3,413,489Expenses 2020: $2,914,809Net Income 2020: $498,6802020Revenue 2021: $3,243,392Expenses 2021: $2,804,485Net Income 2021: $438,9072021Revenue 2022: $5,660,825Expenses 2022: $3,483,625Net Income 2022: $2,177,2002022Revenue 2023: $4,078,124Expenses 2023: $3,664,873Net Income 2023: $413,2512023Revenue 2025: $2,733,633Expenses 2025: $2,884,049Net Income 2025: -$150,4162025

Highlighted filing

2021

Revenue$3,243,392
Expenses$2,804,485
Net Income$438,907
Jump To
Filing Snapshot
Filing Period
Jul 1, 2020 to Jun 30, 2021
Signed
Nov 23, 2021
Return Version
2020v4.0
Gross Receipts
$3,243,392
Mission and Program Overview

Mission

Primary and secondary education

Balance Sheet Detail
LineBeginningEndChange
Assets
Cash and Non-Interest-Bearing Accounts$931,375$1,440,799▲ $509,424
Land, Buildings, and Equipment, Net$162,605$318,737▲ $156,132
Accounts Receivable$209,769$25,533▼ $184,236
Prepaid Expenses and Deferred Charges$20,696$20,833▲ $137
Savings and Temporary Cash Investments-$0-
Other Notes and Loans Receivable, Net-$0-
Pledges and Grants Receivable-$0-
Receivable From Disqualified Prsn-$0-
Receivables From Officers Etc-$0-
Investments Other Securities-$0-
Investments Program Related-$0-
Investments in Publicly Traded Securities-$0-
Intangible Assets-$0-
Inventories for Sale or Use-$0-
Total Assets$1,324,445$1,805,902▲ $481,457
Other Assets Total-$0-
Liabilities
Accounts Payable and Accrued Expenses$101,664$116,560▲ $14,896
Other Liabilities$57,224$97,033▲ $39,809
Mortgage Notes Payable Secured by Investment Property$66,401$54,246▼ $12,155
Total Liabilities$225,289$267,839▲ $42,550
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$1,065,024$1,499,235▲ $434,211
Net Assets With Donor Restrictions$34,132$38,828▲ $4,696
Total Net Assets Fund Balance$1,099,156$1,538,063▲ $438,907
Total Liabilities and Net Assets / Fund Balance$1,324,445$1,805,902▲ $481,457

Asset Categories

AssetBook ValueDepreciationBasis
Equipment$111,961$995,237$1,107,198
Leasehold Improvements$206,776$177,876$384,652
Other Land Buildings-$21,421$21,421
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
Jose FrisbyPresidentFT$187,326$7,308$194,634
Carolina CantuDirectorFT$54,295$2,186$56,481

Board Members and Trustees

Revenue and Support

Revenue Composition

Contributions and Grants
$0
Program Service Revenue
$3,243,392
Investment Income
$0
Other Revenue
$0
Change in Net Assets
$438,907

Audited Revenue Reconciliation

Revenue per Audited Statements
$3,243,392
Total Revenue per Audited Statements
$3,243,392
Total Revenue per Form 990
$3,243,392
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Salaries, Compensation, and Employee Benefits$1,870,404
Other Expenses$934,081
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Salaries and Wages$1,303,042$8,878-$1,311,920
Occupancy$334,200$59,375-$393,575
Current Officers, Directors, Trustees, and Key Employees$212,188$38,927-$251,115
Other Employee Benefits$145,927$4,669-$150,596
Payroll Taxes$132,495$3,383-$135,878
Fees for Services Other$82,736$20,684-$103,420
Depreciation Depletion$56,183$9,993-$66,176
Fees for Services Legal$38,569$567-$39,136
Insurance$16,938$4,234-$21,172
Pension Plan Contributions$20,247$648-$20,895
Other Expenses$8,752$1,578-$10,330
Advertising$6,365$1,418-$7,783
Interest$5,054--$5,054
Total Functional Expenses$2,631,839$172,646$0$2,804,485

Audited Expense Reconciliation

Line ItemAmount
Expenses per Audited Statements$2,804,485
Total Expenses per Audited Statements$2,804,485
Total Expenses per Form 990$2,804,485
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
Insider Transactions and Loans

Loans and Receivables

Line ItemBeginningEndChange
Receivables from Disqualified Persons-$0-
Receivables from Officers, Directors, Trustees, and Key Employees-$0-
Debt and Bond Financing

Other Reported Liabilities

LiabilityAmount
Accrued Payroll & Related Liabilities$97,033
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
Yes
Audit committee
No
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
No
Compensation from other sources disclosed
No
CEO compensation reviewed
Yes
Other officer compensation reviewed
No
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, Part VI, Line 11B: Form 990 Review Process

Reviewed by executive director & controller

Form 990, Part VI, Line 15A: Compensation Review & Approval Process - CEO, Top Management

Comparative data, board approval

Form 990, Part VI, Line 19: Other Organization Documents Publicly Available

Upon request at admin. Office

Filing and Contact Details

Filer

Filer Name
Omega Alpha Academy
EIN
86-1011808
Phone
5208051261
Address
1402 N SAN ANTONIO AVE, DOUGLAS, AZ 85607

Signing Officer

Name
Jose a Frisby
Title
Chairman
Signed
2021-11-23
Discuss with paid preparer
Yes

Organization Details

Formed
2000
Legal Domicile
Az
Voting Board Members
5
Independent Board Members
3
Employees
58
Volunteers
4

Preparer

Firm
Robert Decker CPA PC
Address
4646 E 2nd Street, Tucson, AZ 85711
Preparer
Robert Decker
Phone
5203210244
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IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt11075
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt22308567
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt0933750
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt11075
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt22308567
IRS990/ProhibitedTaxShelterTransInd0false
IRS990/PYExcessBenefitTransInd0false
IRS990/PymtTravelEntrtnmntPubOfclGrp/TotalAmt00
IRS990/PYOtherExpensesAmt01239208
IRS990/PYProgramServiceRevenueAmt03413489
IRS990/PYRevenuesLessExpensesAmt0498680
IRS990/PYSalariesCompEmpBnftPaidAmt01675601
IRS990/PYTotalExpensesAmt02914809
IRS990/PYTotalRevenueAmt03413489
IRS990/QuidProQuoContributionsInd0false
IRS990/RcvblFromDisqualifiedPrsnGrp/EOYAmt00
IRS990/RcvFndsToPayPrsnlBnftCntrctInd0false
IRS990/ReceivablesFromOfficersEtcGrp/EOYAmt00
IRS990/ReconcilationRevenueExpnssAmt0438907
IRS990/RegularMonitoringEnfrcInd0false
IRS990/RelatedEntityInd0false
IRS990/RelatedOrganizationCtrlEntInd0false
IRS990/ReportInvestmentsOtherSecInd0false
IRS990/ReportLandBuildingEquipmentInd0true
IRS990/ReportOtherAssetsInd0false
IRS990/ReportOtherLiabilitiesInd0true
IRS990/ReportProgramRelatedInvstInd0false
IRS990/RevenueAmt03243392
IRS990/RoyaltiesGrp/TotalAmt00
IRS990/RoyaltiesRevenueGrp/TotalRevenueColumnAmt00
IRS990/SavingsAndTempCashInvstGrp/EOYAmt00
IRS990ScheduleA/SchoolInd0X
IRS990/ScheduleBRequiredInd0false
IRS990ScheduleD/EquipmentGrp/BookValueAmt0111961
IRS990ScheduleD/EquipmentGrp/DepreciationAmt0995237
IRS990ScheduleD/EquipmentGrp/OtherCostOrOtherBasisAmt01107198
IRS990ScheduleD/ExpensesSubtotalAmt02804485
IRS990ScheduleD/LeaseholdImprovementsGrp/BookValueAmt0206776
IRS990ScheduleD/LeaseholdImprovementsGrp/DepreciationAmt0177876
IRS990ScheduleD/LeaseholdImprovementsGrp/OtherCostOrOtherBasisAmt0384652
IRS990ScheduleD/OtherLandBuildingsGrp/DepreciationAmt021421
IRS990ScheduleD/OtherLandBuildingsGrp/OtherCostOrOtherBasisAmt021421
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt097033
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc0ACCRUED PAYROLL & RELATED LIABILITIES
IRS990ScheduleD/RevenueSubtotalAmt03243392
IRS990ScheduleD/TotalBookValueLandBuildingsAmt0318737
IRS990ScheduleD/TotalExpensesPerForm990Amt02804485
IRS990ScheduleD/TotalLiabilityAmt097033
IRS990ScheduleD/TotalRevenuePerForm990Amt03243392
IRS990ScheduleD/TotalRevEtcAuditedFinclStmtAmt03243392
IRS990ScheduleD/TotExpnsEtcAuditedFinclStmtAmt02804485
IRS990ScheduleE/ComplianceWithRevProc7550Ind0true
IRS990ScheduleE/DiscriminateRaceAdmissPlcyInd0false
IRS990ScheduleE/DiscriminateRaceAthltProgInd0false
IRS990ScheduleE/DiscriminateRaceEducPlcyInd0false
IRS990ScheduleE/DiscriminateRaceEmplmFcultyInd0false
IRS990ScheduleE/DiscriminateRaceOtherActyInd0false
IRS990ScheduleE/DiscriminateRaceSchsInd0false
IRS990ScheduleE/DiscriminateRaceStdntsRghtsInd0false
IRS990ScheduleE/DiscriminateRaceUseOfFcltsInd0false
IRS990ScheduleE/GovernmentFinancialAidRcvdInd0true
IRS990ScheduleE/GovernmentFinancialAidRvkdInd0false
IRS990ScheduleE/MaintainCpyOfAllSolInd0true
IRS990ScheduleE/MaintainCpyOfBrochuresEtcInd0true
IRS990ScheduleE/MaintainRacialCompRecsInd0true
IRS990ScheduleE/MaintainScholarshipsRecsInd0true
IRS990ScheduleE/NondiscriminatoryPolicyStmtInd0true
IRS990ScheduleE/PlcyPblczdViaBroadcastMediaInd0true
IRS990ScheduleE/PolicyStmtInBrochuresEtcInd0true
IRS990ScheduleE/SupplementalInformationDetail/ExplanationTxt0PUBLISHED IN THE LEGAL NOTICES SECTION OF THE LOCAL NEWSPAPER. PUBLICIZES ITS RACIALLY NONDISCRIMINATORY POLICY THROUGH ITS ENROLLMENT PACKET
IRS990ScheduleE/SupplementalInformationDetail/FormAndLineReferenceDesc0Schedule E, Line 3 - Racially Nondiscriminatory Policy Publicized
IRS990ScheduleE/SupplementalInformationDetail/FormAndLineReferenceDesc1Schedule E, Line 4 - Explanation of Records and Materials Not Maintained
IRS990ScheduleE/SupplementalInformationDetail/FormAndLineReferenceDesc2Schedule E, Line 5 - Explanation of Organization Discrimination by Race
IRS990ScheduleJ/AnyNonFixedPaymentsInd0false
IRS990ScheduleJ/BoardOrCommitteeApprovalInd0X
IRS990ScheduleJ/CompBasedOnRevenueOfFlngOrgInd0false
IRS990ScheduleJ/CompBsdNetEarnsFlngOrgInd0false
IRS990ScheduleJ/CompBsdNetEarnsRltdOrgsInd0false
IRS990ScheduleJ/CompBsdOnRevRelatedOrgsInd0false
IRS990ScheduleJ/CompensationSurveyInd0X
IRS990ScheduleJ/EquityBasedCompArrngmInd0false
IRS990ScheduleJ/InitialContractExceptionInd0false
IRS990/ScheduleJRequiredInd0true
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BaseCompensationFilingOrgAmt0187326
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/DeferredCompensationFlngOrgAmt07308
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/PersonNm0JOSE FRISBY
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TitleTxt0President
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TotalCompensationFilingOrgAmt0194634
IRS990ScheduleJ/SeverancePaymentInd0false
IRS990ScheduleJ/SupplementalNonqualRtrPlanInd0false
IRS990ScheduleJ/WrittenEmploymentContractInd0X
IRS990/ScheduleORequiredInd0true
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0REVIEWED BY EXECUTIVE DIRECTOR & CONTROLLER
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1COMPARATIVE DATA, BOARD APPROVAL
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2UPON REQUEST AT ADMIN. OFFICE
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Form 990, Part VI, Line 11b: Form 990 Review Process
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Form 990, Part VI, Line 15a: Compensation Review & Approval Process - CEO, Top Management
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Form 990, Part VI, Line 19: Other Organization Documents Publicly Available
IRS990/SchoolOperatingInd0true
IRS990/SignificantChangeInd0false
IRS990/SignificantNewProgramSrvcInd0false
IRS990/SubjectToExcsTaxNetInvstIncInd0false
IRS990/SubjectToProxyTaxInd0false
IRS990/SubjToTaxRmnrtnExPrchtPymtInd0false
IRS990/TaxablePartyNotificationInd0false
IRS990/TaxExemptBondsInd0false
IRS990/TerminateOperationsInd0false
IRS990/TotalAssetsBOYAmt01324445
IRS990/TotalAssetsEOYAmt01805902
IRS990/TotalAssetsGrp/BOYAmt01324445
IRS990/TotalAssetsGrp/EOYAmt01805902
IRS990/TotalCompGreaterThan150KInd0true
IRS990/TotalContributionsAmt00
IRS990/TotalEmployeeCnt058
IRS990/TotalFunctionalExpensesGrp/FundraisingAmt00
IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt0172646
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt02631839
IRS990/TotalFunctionalExpensesGrp/TotalAmt02804485
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesBOYAmt0225289
IRS990/TotalLiabilitiesEOYAmt0267839
IRS990/TotalLiabilitiesGrp/BOYAmt0225289
IRS990/TotalLiabilitiesGrp/EOYAmt0267839
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt01099156
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt01538063
IRS990/TotalOtherCompensationAmt09494
IRS990/TotalProgramServiceExpensesAmt02631839
IRS990/TotalProgramServiceRevenueAmt03243392
IRS990/TotalReportableCompFromOrgAmt0241621
IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt03243392
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt03243392
IRS990/TotalVolunteersCnt04
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt01324445
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt01805902
IRS990/TravelGrp/TotalAmt00
IRS990/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990/TypeOfOrganizationCorpInd0X
IRS990/UnrelatedBusIncmOverLimitInd0false
IRS990/UponRequestInd0X
IRS990/USAddress/AddressLine1Txt01402 N SAN ANTONIO AVE
IRS990/USAddress/CityNm0DOUGLAS
IRS990/USAddress/StateAbbreviationCd0AZ
IRS990/USAddress/ZIPCd0856072434
IRS990/VotingMembersGoverningBodyCnt05

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Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Facts available. Structured filing facts are available, but richer extracted sections are limited.$3.90$0.15$3.76$2.73$2.88$0.15
2023Summary only. Only limited summary data is available for this year.$4.28$0.15$4.13$4.08$3.66$0.41
2022Facts available. Structured filing facts are available, but richer extracted sections are limited.$3.90$0.18$3.72$5.66$3.48$2.18
2021Detailed filing. Detailed filing data is available for this year.$1.81$0.27$1.54$3.24$2.80$0.44
2020Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.32$0.23$1.10$3.41$2.91$0.50
2019XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.77$0.17$0.60$2.98$2.56$0.43
2018Summary only. Only limited summary data is available for this year.$0.34$0.17$0.17$2.45$2.80$0.35
2017Summary only. Only limited summary data is available for this year.$0.72$0.20$0.52$3.14$3.37$0.22
2016Summary only. Only limited summary data is available for this year.$0.88$0.14$0.74$3.56$3.58$0.01
2015Summary only. Only limited summary data is available for this year.$0.91$0.16$0.75$3.43$3.60$0.16
2014Summary only. Only limited summary data is available for this year.$1.07$0.16$0.92$3.90$3.60$0.30
2013Summary only. Only limited summary data is available for this year.$0.76$0.15$0.61$3.53$3.34$0.19
2012Summary only. Only limited summary data is available for this year.$0.57$0.15$0.42$3.39$3.31$0.09
2011Summary only. Only limited summary data is available for this year.$0.52$0.18$0.33$3.41$3.68$0.27