2019-09-04T16:39:16-05:00 2018-12-31 430765316 RUBINBROWN LLP ONE NORTH BRENTWOOD SAINT LOUIS MO 63105 990 2018-01-01 431830354 THE OASIS INSTITUTE OASI 3148622933 11780 BORMAN DRIVE NO 400 SAINT LOUIS MO 63146 PAUL WEISS PRESIDENT 3148622933 2019-09-04 1 JAMES R RITTS P00362910 3142903300 12.219.218.18 2019-09-04 16:25:17 CD P DA39A3EE5E6B4B0D3255BFEF95601890AFD80709 C77598BE104788EC9736D3BADF89B53D1F7F516F 2018 2019-02-21 02:37:17Z PAUL WEISS 11780 BORMAN DRIVE NO 400 SAINT LOUIS MO 63146 3636669 0 3791 X WWW.OASISNET.ORG X 1982 MO TO ENRICH THE LIVES OF MATURE ADULTS THROUGH LIFELONG LEARNING AND SERVICE. 28 28 0 2176 0 0 2757532 2213413 319533 324168 52958 364602 290942 238399 3420965 3140582 447352 407079 0 0 2327043 2256751 0 0 369083 1059470 1079889 3833865 3743719 -412900 -603137 3963398 2940408 790931 754990 3172467 2185418 X OASIS IS A NATIONAL EDUCATIONAL ORGANIZATION DESIGNED TO EMPOWER THE LIVES OF OLDER ADULTS, AND INCLUDES A NATIONAL NETWORK OF OASIS PROGRAMS IN MORE THAN 250 COMMUNITIES THROUGH NINE EDUCATION CENTERS (CONTINUED IN SCHEDULE O)AND A NATIONAL NETWORK OF OVER 700 PARTNERS IN 23 STATES. OASIS OFFERS CHALLENGING PROGRAMS IN THE ARTS, HUMANITIES, HEALTH, TECHNOLOGY LITERACY AND VOLUNTEER SERVICE AND CREATES OPPORTUNITIES FOR OLDER ADULTS TO CONTINUE THEIR PERSONAL GROWTH AND PROVIDE MEANINGFUL SERVICE TO THE COMMUNITY. OASIS WAS ESTABLISHED IN ST. LOUIS IN 1982. 0 0 1127539 407079 122215 HEALTH - THE INSTITUTE'S HEALTH EDUCATION PROGRAMS PROVIDE BEHAVIOR-CHANGE CLASSES EMPHASIZING INCREASING AWARENESS, KNOWLEDGE AND SKILLS FOR OLDER ADULTS TO ADDRESS THEIR HEALTH NEEDS. BOTH NATIONALLY AND LOCALLY DEVELOPED, PROGRAMS ARE IMPLEMENTED BY THE SUPPORTING ORGANIZATIONS AS WELL AS NON-SUPPORTING ORGANIZATION CENTERS AND PROGRAM SITES. PROGRAM CONTENT INCLUDES TOPICS ON NUTRITION, EXERCISE, DISEASE MANAGEMENT, DIABETES MANAGEMENT, FALLS PREVENTION AND GENERAL HEALTH PROMOTION. THE HEALTH EDUCATION PROGRAMS PRIORITIZE EVIDENCE-BASED HEALTH PROGRAMS SUCH AS THE SELF-MANAGEMENT RESOURCE CENTER'S CHRONIC DISEASE SELF-MANAGEMENT AND DIABETES SELF-MANAGEMENT PROGRAMS; A MATTER OF BALANCE THROUGH MAINEHEALTH; AND HEALTHY HABITS FOR ADULTS, (CONTINUED IN SCHEDULE O) (CONTINUED FROM FORM 990, PART III, LINE 4A) A RESEARCH-INFORMED INTRODUCTORY NUTRITION AND EXERCISE PROGRAM FOR OLDER ADULTS. THE INSTITUTE COLLABORATES WITH COMMUNITY PARTNERS, HEATH CARE PROVIDERS AND THIRD-PARTY PAYERS TO PROVIDE EFFECTIVE HEALTH BEHAVIOR CHANGE PROGRAMS IN COMMUNITY LOCATIONS TO IMPROVE LONG TERM HEALTH OUTCOMES. PROGRAMS FOCUSED ON BEHAVIOR CHANGE ARE MULTI-SESSIONS WORKSHOPS WHILE MANY HEALTH EDUCATION PROGRAMS ARE ONE-TIME PROGRAMS. 449444 191068 EDUCATION - THE INSTITUTE SUPPORTS THE NETWORK IN DEVELOPING EDUCATIONAL PROGRAMS THAT ADDRESS DIGITAL LITERACY THROUGH THE OASIS CONNECTIONS TECHNOLOGY TRAINING PROGRAM AND INCLUDE TOPICS ON HOW TO USE IPADS, IPHONES, INTERNET, EMAIL, FACEBOOK, ACCESSIBILITY FOR HANDHELD DEVICES AND FRAUD AND SCAM PROTECTION. THE INSTITUTE WORKS WITH THE SUPPORTING ORGANIZATIONS AND OTHER PROGRAM LOCATIONS THROUGHOUT THE COUNTRY TO IMPLEMENT THEM. THE NETWORK DESIGNS AND IMPLEMENTS LOCAL EDUCATIONAL PROGRAMS IN THE AREAS OF THE ARTS, HUMANITIES AND VARIOUS OTHER SUBJECTS. TOPICS RANGE FROM CREATIVE WRITING AND POETRY TO ART HISTORY, PERFORMING AND VISUAL ARTS, INTERNATIONAL STUDIES, UNITED STATES AND WORLD HISTORY AND CURRENT (CONTINUED IN SCHEDULE O)(CONTINUED FROM FORM 990, PART III, LINE 4B) EVENTS. IN 2018, ENROLLMENT IN OASIS EDUCATION CLASSES ACROSS THE COUNTRY EXCEEDED 139,000 WITH JUST UNDER 13,200 NEW PARTICIPANTS. 431363 VOLUNTEER SERVICE - OASIS COOPERATED WITH 75 SCHOOL DISTRICTS TO OFFER THE OASIS INTERGENERATIONAL TUTORING PROGRAM IN 2018. THIS RESEARCH-BASED PROGRAM MATCHES TRAINED VOLUNTEER TUTORS WITH PRIMARY GRADE CHILDREN TO BUILD READING SKILLS, CONFIDENCE, SELF-ESTEEM AND A POSITIVE ATTITUDE TOWARD LEARNING. INCLUDING THE SUPPORTING ORGANIZATIONS, THE PROGRAM OPERATES IN 20 CITIES AND INVOLVES MORE THAN 4,400 TRAINED TUTORS. TUTOR TRAINING IS PROVIDED THROUGHOUT THE YEAR TO NEW SCHOOL DISTRICTS JOINING THE PROGRAM AND FOR NEW TUTORS IN EXISTING PROGRAMS. OASIS ALSO PROVIDES INFORMATION AND TRAINING FOR OTHER VOLUNTEER OPPORTUNITIES ON A REGULAR BASIS AND ENCOURAGES ALL ASPECTS OF VOLUNTEERISM ESPECIALLY THOSE OPPORTUNITIES THAT CAN ENGAGE (CONTINUED IN SCHEDULE O) (CONTINUED FROM FORM 990, PART III, LINE 4C) OLDER ADULTS IN CONTRIBUTING THEIR TIME, TALENT AND EXPERIENCE TO HELP OTHERS. DURING 2018, 6,500 OASIS VOLUNTEERS PROVIDED SIGNIFICANT SERVICE IN THEIR COMMUNITIES. VOLUNTEERS ALSO SERVE AS PROOFREADERS, ADMINISTRATIVE SUPPORT PERSONNEL, INSTRUCTORS, CLASS COORDINATORS, COMPUTER INSTRUCTORS, HEALTH FACILITATORS, PEER DISCUSSION VOLUNTEERS, SPEAKERS-BUREAU PARTICIPANTS AND STORYTELLERS. 294990 10885 TECHNOLOGY LITERACY - THE INSTITUTE HAS DEVELOPED A CURRICULUM TITLED CONNECTIONS THAT TEACHES ADULTS HOW TO USE TECHNOLOGY IN ORDER TO STAY CONNECTED WITH FRIENDS AND FAMILY TO DECREASE SOCIAL ISOLATION. PARTICIPANTS ALSO GAIN OR IMPROVE SKILLS TO ENGAGE IN ONLINE ACTIVITIES SUCH AS MANAGING BENEFITS AND HEALTHCARE/HEALTH MONITORING. THE CURRICULUM IS COMPOSED OF MORE THAN 20 COURSES THAT ARE RELEVANT TO PEOPLE IN THE OASIS DEMOGRAPHIC. THESE INCLUDE FACEBOOK 1 & 2, INTRODUCTION TO THE COMPUTER, INTRODUCTION TO EMAIL, GOOGLE PHOTOS, INTRODUCTION TO THE INTERNET, IPAD, IPHONE, MOBILE ACCESSIBILITY, SAFETY AND PRIVACY ONLINE AND WINDOWS 10. ELEVEN COURSES ARE TRANSLATED INTO SPANISH. THE SUPPORTING ORGANIZATIONS AND OTHER LOCAL PROGRAM SITES OFFER A WIDE RANGE OF TECHNOLOGY COURSES TO PARTICIPANTS USING THE CONNECTIONS CURRICULUM. ENROLLMENT IN CONNECTIONS CLASSES HAS EXCEEDED 114,000 SINCE THE PROGRAM BEGAN IN 2001. 294990 10885 2303336 1 1 0 0 0 0 0 0 0 0 1 0 0 0 1 0 0 1 0 0 0 0 0 0 0 0 0 1 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 1 1 1 0 0 1 57 0 0 0 0 0 0 0 0 0 0 0 0 0 0 X 28 28 0 1 0 0 0 0 0 1 1 0 1 1 1 1 1 1 0 0 1 0 0 X X DAWN ANDERSON 3148622933 11780 BORMAN DRIVE SUITE 400 ST LOUIS MO 63146 MATTHEW W GEEKIE CHAIRMAN 1.00 X X 0 0 0 CINDY BRINKLEY VICE CHAIRMAN 1.00 X X 0 0 0 JOHN P LYNCH MD VICE CHAIRMAN 1.00 X X 0 0 0 MAXINE L ROCKOFF PH D VICE CHAIRMAN 1.00 X X 0 0 0 LORNA WIGGINS SECRETARY 1.00 X X 0 0 0 DAVID J NEWBURGER TREASURER 1.00 X X 0 0 0 MARVIN ANDERSON DIRECTOR 1.00 X 0 0 0 JEFFERY L BALIBAN DIRECTOR 1.00 X 0 0 0 JACOB JON CEDERGREEN DIRECTOR 1.00 X 0 0 0 JOHN DANAHY DIRECTOR 1.00 X 0 0 0 MARTHA GRAGG MSN ACHE DIRECTOR 1.00 X 0 0 0 JAY GREENBERG SCD DIRECTOR 1.00 X 0 0 0 DEBRA HOLLINGSWORTH DIRECTOR 1.00 X 0 0 0 FRANKLIN A JACOBS LIFETIME DIRECTOR 1.00 X 0 0 0 GARY KAYE DIRECTOR - UNTIL 12/2018 1.00 X 0 0 0 DAVID KIM DIRECTOR 1.00 X 0 0 0 IRA J KODNER MD DIRECTOR 1.00 X 0 0 0 EDWARD LAWLOR PH D EMERTIUS 1.00 X 0 0 0 MARYLEN MANN EMERTIUS & LIFETIME DIRECTOR 1.00 X 0 0 0 LEEANN M MARKOVITZ CIMA DIRECTOR 1.00 X 0 0 0 MARY MASON DIRECTOR 1.00 X 0 0 0 TIM MCNEILL DIRECTOR 1.00 X 0 0 0 RICHARD H MILES DIRECTOR 1.00 X 0 0 0 STEVEN B MILLER MD EMERTIUS 1.00 X 0 0 0 WILLIAM POWDERLY MD DIRECTOR 1.00 X 0 0 0 PETER SMITH DIRECTOR 1.00 X 0 0 0 PATRICK WHITE DIRECTOR 1.00 X 0 0 0 SANFORD J ZIMMERMAN LIFETIME DIRECTOR 1.00 X 0 0 0 DAWN ANDERSON DIRECTOR OF FINANCE 45.00 X 99175 0 28166 PAUL WEISS PRESIDENT 45.00 X 148136 0 42071 247311 0 70237 1 0 1 0 0 509878 1703535 2213413 EDUCATION 900099 191068 191068 HEALTH 900099 122215 122215 TECHNOLOGY CURRICULUM 900099 10885 10885 324168 57903 57903 802786 496087 306699 306699 306699 PARTNER REVENUE 541900 121028 121028 FEES FOR SERVICES 541200 112948 112948 OTHER INCOME 900099 4423 4423 238399 3140582 324168 0 603001 407079 407079 317548 76082 184404 57062 1522676 842094 486067 194515 104000 53040 36920 14040 184588 113133 49675 21780 127939 65249 45418 17272 28262 28262 64255 64255 302637 243082 57701 1854 37327 31945 5382 56821 38103 15613 3105 122259 84325 29276 8658 40714 28486 6783 5445 12613 3297 4280 5036 22911 13355 7067 2489 16216 760 15456 INSTRUCTORS 74678 74678 PROGRAM MATERIALS 58090 58090 PRINTING & COPYING 55927 53263 2314 350 EQUIPMENT 52962 33805 15003 4154 134217 83470 17424 33323 3743719 2303336 1071300 369083 574351 509470 169566 90400 665443 489171 18646 52168 25746 23627 806872 732332 65122 74540 2374287 1626265 70237 74767 3963398 2940408 49897 121024 60623 48428 680411 585538 790931 754990 X 2028395 1321821 1144072 863597 3172467 2185418 3963398 2940408 X -603137 -384282 370 X 0 1 X 1 0 X 3034315 3851796 2494314 2745232 2213413 14339070 3034315 3851796 2494314 2745232 2213413 14339070 5004926 9334144 48355 53146 49248 51395 57903 260047 1628 4423 6051 14605168 2696813 0.63910 0.63130 X SCHEDULE A, PART II, LINE 10, EXPLANATION OF OTHER INCOME: OTHER INCOME - 2017 AMOUNT: $ 1,628. 2018 AMOUNT: $ 4,423. 0 0 21243 17828 3415 682381 639322 43059 103248 75182 28066 74540 DUE TO BJH 373594 DUE TO OASIS PROGRAMS 205204 DUE TO ANNUITANT 6740 585538 3050758 -384282 294088 370 -89824 3140582 0 3140582 4037807 294088 294088 3743719 0 3743719 PART IV, LINE 2B: EXPLANATION: THE OASIS INSTITUTE ASSISTS SEVERAL TAX EXEMPT ENTITIES IN SPONSORING OASIS INSTITUTE PROGRAMS IN CITIES ACROSS THE UNITED STATES. OCCASIONALLY THESE ENTITIES REQUEST THAT OASIS INSTITUTE ACT AS A CUSTODIAN OF CERTAIN FUNDS AND MAKE DISBURSEMENTS FROM THESE FUNDS ON BEHALF OF THE OTHER ENTITY. PART XI, LINE 2D - OTHER ADJUSTMENTS: CHANGE IN FAIR VALUE OF CHARITABLE ANNUITY 370. 1 LIFETIME CARE OASIS OASIS MONROE SQUARE 259 MONROE AVENUE ROCHESTER NY 14607 160844109 501(C )(3) 5000 OASIS PROGRAMS OASIS - ALBUQUERQUE 3301 MENAUL BOULEVARD NE SUITE 18 ALBUQUERQUE NM 87107 320081580 501(C )(3) 55000 OASIS PROGRAMS OASIS - INDIANAPOLIS 10800 EAST WASHINGTON STREET INDIANAPOLIS IN 46229 272392510 501(C )(3) 29830 OASIS PROGRAMS OASIS - SAN ANTONIO CORNER OF MCNEEL ST CLOUD SAN ANTONIO TX 78201 262243879 501(C )(3) 55000 OASIS PROGRAMS OASIS - SAN DIEGO 5500 GROSSMONT CENTER DRIVE SUITE 269 LA MESA CA 91942 300403895 501(C )(3) 111749 OASIS PROGRAMS OASIS - SYRACUSE 6333 STATE ROUTE 298 EAST SYRACUSE NY 13057 146013200 501(C )(3) 5000 OASIS PROGRAMS OASIS - WASHINGTON METRO 7125 DEMOCRACY BOULEVARD BETHESDA MD 20817 520610545 501(C )(3) 23666 OASIS PROGRAMS PIMA COUNCIL ON AGING 8467 EAST BROADWAY BOULEVARD TUCSON AZ 85718 860251768 501(C )(3) 24708 OASIS PROGRAMS SENIOR CONNECTIONS 24 EAST CARY STREET RICHMOND VA 23219 540950714 501(C )(3) 30158 OASIS PROGRAMS OASIS - LOS ANGELES 1527 4TH STREET 2ND FLOOR SANTA MONICA CA 90401 952788024 501(C )(3) 66968 OASIS PROGRAMS 10 0 PART I, LINE 2: PROGRAM GRANTS ARE DISBURSED TO OASIS SUPPORTING ORGANIZATIONS AND PARTNERS TO SPONSOR PROGRAMS DESIGNED BY THE INSTITUTE. ALLOCATIONS ARE DETERMINED BASED ON NEED. THE BOOKS AND RECORDS OF SUPPORTING ORGANIZATIONS UNDER THE OASIS GROUP EXEMPTION ARE MAINTAINED BY THE INSTITUTE AND/OR ARE AVAILABLE FOR PERIODIC REVIEW BY THE INSTITUTE TO ENSURE THAT PROGRAM FUNDS ARE USED FOR APPROVED PURPOSES. X X X X X 0 0 0 0 0 0 0 0 0 PAUL WEISS PRESIDENT 148136 0 0 0 0 0 0 0 42071 0 190207 0 0 0 FORM 990, PART VI, SECTION A, LINE 3 BARNES JEWISH HOSPITAL ACTS AS THE HUMAN RESOURCES DEPARTMENT OF THE OASIS INSTITUTE. ALL OF THE ORGANIZATION'S EMPLOYEES ARE EMPLOYEES OF BJC. THE INSTITUTE RETAINS THE RIGHT TO RECOMMEND AND PRESENT QUALIFIED CANDIDATES AS EMPLOYEES BUT BJC RESERVES THE RIGHT TO FINAL APPROVAL. FORM 990, PART VI, SECTION B, LINE 11B THE FORM 990 IS PREPARED BY A PUBLIC ACCOUNTING FIRM AND PRESENTED TO MANAGEMENT. THE FORM 990 IS REVIEWED BY THE PRESIDENT, AND THE DIRECTOR OF FINANCE AND ADMINISTRATION AND ACCOUNTING MANAGER OF THE OASIS INSTITUTE. THE FINANCE COMMITTEE IS THEN PROVIDED A COPY OF THE FORM 990 AND QUESTIONS OR CONCERNS ARE DISCUSSED VIA AN IN-PERSON MEETING OR VIA EMAIL. ONCE THE FINANCE COMMITTEE APPROVES THE 990, IT IS SENT TO THE ENTIRE BOARD FOR DISCUSSION PRIOR TO FILING. ANY QUESTIONS OR COMMENTS ARE DIRECTED TO THE DIRECTOR OF FINANCE AND ADMINISTRATION OR THE PRESIDENT OF THE ORGANIZATION. FORM 990, PART VI, SECTION B, LINE 12C BOARD MEMBERS ARE REQUIRED TO SIGN A CONFLICT OF INTEREST POLICY EACH YEAR AND DISCLOSE ANY POTENTIAL ISSUES. THOSE FORMS ARE REVIEWED FOR POTENTIAL CONFLICTS AND ISSUES ARE HANDLED ON A CASE BY CASE BASIS. HISTORICALLY THERE HAVE BEEN NO CONFLICTS OF INTEREST. FORM 990, PART VI, SECTION B, LINE 15A THE DIRECTOR OF FINANCE AND ADMINISTRATION COMPILES DATA REGARDING COMPARABLE SALARIES FOR POSITIONS SIMILAR TO THE PRESIDENT AND PROVIDES THAT INFORMATION TO THE COMPENSATION COMMITTEE OF THE BOARD OF DIRECTORS. THE COMPENSATION COMMITTEE REVIEWS THAT DATA, PERFORMANCE REVIEWS AND ORGANIZATIONAL RESULTS. BASED ON THIS REVIEW, THE COMPENSATION COMMITTEE DETERMINES THE COMPENSATION FOR THE PRESIDENT. THE COMPENSATION AMOUNT IS ALSO REVIEWED BY BARNES JEWISH HOSPITAL, WHICH PROVIDES PAYROLL PROCESSING SERVICES, EMPLOYEE BENEFITS, ETC. TO THE OASIS INSTITUTE. ALL OTHER EMPLOYEES' COMPENSATION IS RECOMMENDED BY THE PRESIDENT AND DIRECTOR OF FINANCE AND ADMINISTRATION. BECAUSE ALL EMPLOYEES ARE LEASED FROM BARNES JEWISH HOSPITAL, BARNES JEWISH HOSPITAL (PART OF THE BJC HEALTHCARE SYSTEM) ALSO REVIEWS AND APPROVES THE COMPENSATION OF ALL EMPLOYEES FOR REASONABLENESS. THE ORGANIZATION IS ALLOWED A PERCENTAGE OF THE PRIOR YEAR'S TOTAL COMPENSATION TO ALLOCATE AS RAISES AS DETERMINED BY THE BJC SYSTEM. BARNES JEWISH HOSPITAL ALSO PROVIDES PAYROLL PROCESSING SERVICES, EMPLOYEE BENEFITS AND OTHER HUMAN RESOURCES SERVICES TO THE OASIS INSTITUTE. FORM 990, PART VI, SECTION C, LINE 19 THE AUDITED FINANCIAL STATEMENTS AND FORM 990 ARE MADE AVAILABLE TO THE PUBLIC ON THE ORGANIZATION'S WEBSITE AND UPON REQUEST. OTHER ORGANIZATIONAL DOCUMENTS, SUCH AS THE ARTICLES OF INCORPORATION AND BYLAWS AND CONFLICT OF INTEREST POLICY ARE MADE AVAILABLE TO THE PUBLIC UPON REQUEST. FORM 990, PART XI, LINE 9: CHANGE IN FAIR VALUE OF CHARITABLE ANNUITY 370. ALBUQUERQUE OASIS 3301 MENAUL BOULEVARD NE SUITE 18 ALBUQUERQUE NM 87107 320081580 OASIS PROGRAM NM 501(C)(3) LINE 12B, II OASIS INSTITUTE 1 INDIANAPOLIS OASIS 10800 EAST WASHINGTON STREET INDIANAPOLIS IN 46229 272392510 OASIS PROGRAM IN 501(C)(3) LINE 12B, II OASIS INSTITUTE 1 SAN ANTONIO OASIS 6161 NORTHWEST LOOP 410 SAN ANTONIO TX 78238 262243879 OASIS PROGRAM TX 501(C)(3) LINE 12B, II OASIS INSTITUTE 1 SAN DIEGO OASIS 1702 CAMINO DEL RIO NORTH SAN DIEGO CA 92108 300403895 OASIS PROGRAM CA 501(C)(3) LINE 12B, II OASIS INSTITUTE 1 0 1 0 0 0 0 0 0 0 0 0 1 0 0 0 0 1 0 0 OASIS - ALBUQUERQUE B 55000 FMV OASIS - SAN ANTONIO B 55000 FMV OASIS - SAN DIEGO B 111749 FMV OASIS - LOS ANGELES B 66968 FMV