THE OASIS INSTITUTE: Form 990, tax year 2015
View the entire original 990 at ProPublica ↗
- Organization
- THE OASIS INSTITUTE (EIN 43-1830354)
- Tax period
- 2015-01-01 to 2015-12-31
- Filed
- 2016-09-09
- IRS object ID
- 201642539349300844
- Schema version
- 2015v2.1
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2016-09-09T13:53:54-05:00 | ReturnTs |
| Tax Period End | 2015-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 430765316 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | RubinBrown LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | One North Brentwood | AddressLine1Txt |
| City | Saint Louis | CityNm |
| State Abbreviation | MO | StateAbbreviationCd |
| ZIP | 63105 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnTypeCd |
| Tax Period Begin | 2015-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 431830354 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | The OASIS Institute | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | OASI | BusinessNameControlTxt |
| Phone | 3148622933 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 11780 BORMAN DRIVE No 400 | AddressLine1Txt |
| City | SAINT LOUIS | CityNm |
| State Abbreviation | MO | StateAbbreviationCd |
| ZIP | 63146 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | Marcia Kerz | PersonNm |
| Person Title | President | PersonTitleTxt |
| Phone | 3148622933 | PhoneNum |
| Signature | 2016-09-02 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | James R Ritts | PreparerPersonNm |
| PTIN | P00362910 | PTIN |
| Phone | 3142903300 | PhoneNum |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2015 | TaxYr |
| Build TS | 2017-02-10 21:41:12Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Principal Officer | MARCIA KERZ | PrincipalOfficerNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 11780 BORMAN DRIVE SUITE 400 | AddressLine1Txt |
| City | ST LOUIS | CityNm |
| State Abbreviation | MO | StateAbbreviationCd |
| ZIP | 63146 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | $4,877,308 | GrossReceiptsAmt |
| Group Return For Affiliates | 0 | GroupReturnForAffiliatesInd |
| Group Exemption | 3791 | GroupExemptionNum |
| Organization501c3 | Yes (X) | Organization501c3Ind |
| Website Address | www.oasisnet.org | WebsiteAddressTxt |
| Type Of Organization Corp | Yes (X) | TypeOfOrganizationCorpInd |
| Formation | 1982 | FormationYr |
| Legal Domicile State | MO | LegalDomicileStateCd |
| Activity Or Mission | THE OASIS INSTITUTE IS A NATIONAL EDUCATIONAL ORGANIZATION THAT PROVIDES LIFELONG LEARNING AND SERVICE OPPORTUNITIES THAT INSPIRE MATURE ADULTS TO PURSUE VIBRANT, HEALTHY, AND MEANINGFUL LIVES. | ActivityOrMissionDesc |
| Voting Members Governing Body | 27 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 26 | VotingMembersIndependentCnt |
| Total Employee | 0 | TotalEmployeeCnt |
| Total Volunteers | 2652 | TotalVolunteersCnt |
| Total Gross UBI | $0 | TotalGrossUBIAmt |
| Net Unrelated Bus Txbl Incm | $0 | NetUnrelatedBusTxblIncmAmt |
| PY Contributions Grants | $3,034,315 | PYContributionsGrantsAmt |
| CY Contributions Grants | $3,851,796 | CYContributionsGrantsAmt |
| PY Program Service Revenue | $251,504 | PYProgramServiceRevenueAmt |
| CY Program Service Revenue | $262,694 | CYProgramServiceRevenueAmt |
| PY Investment Income | $53,095 | PYInvestmentIncomeAmt |
| CY Investment Income | $56,004 | CYInvestmentIncomeAmt |
| PY Other Revenue | $92,293 | PYOtherRevenueAmt |
| CY Other Revenue | $159,546 | CYOtherRevenueAmt |
| PY Total Revenue | $3,431,207 | PYTotalRevenueAmt |
| CY Total Revenue | $4,330,040 | CYTotalRevenueAmt |
| PY Grants And Similar Paid | $1,211,701 | PYGrantsAndSimilarPaidAmt |
| CY Grants And Similar Paid | $1,260,074 | CYGrantsAndSimilarPaidAmt |
| PY Benefits Paid To Members | $0 | PYBenefitsPaidToMembersAmt |
| CY Benefits Paid To Members | $0 | CYBenefitsPaidToMembersAmt |
| PY Salaries Comp Emp Bnft Paid | $2,092,232 | PYSalariesCompEmpBnftPaidAmt |
| CY Salaries Comp Emp Bnft Paid | $2,115,126 | CYSalariesCompEmpBnftPaidAmt |
| PY Total Prof Fndrsng Expns | $0 | PYTotalProfFndrsngExpnsAmt |
| CY Total Prof Fndrsng Expns | $0 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $349,560 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $1,429,714 | PYOtherExpensesAmt |
| CY Other Expenses | $1,685,138 | CYOtherExpensesAmt |
| PY Total Expenses | $4,733,647 | PYTotalExpensesAmt |
| CY Total Expenses | $5,060,338 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | -$1,302,440 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | -$730,298 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $5,697,799 | TotalAssetsBOYAmt |
| Total Assets EOY | $5,172,950 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $663,511 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $894,032 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | $5,034,288 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $4,278,918 | NetAssetsOrFundBalancesEOYAmt |
| Info In Schedule O Part III | Yes (X) | InfoInScheduleOPartIIIInd |
| Mission | THE OASIS INSTITUTE IS A NATIONAL EDUCATIONAL ORGANIZATION THAT STRENGTHENS COMMUNITIES BY PROVIDING LIFELONG LEARNING AND SERVICE OPPORTUNITIES THAT INSPIRE DIVERSE AUDIENCES OF MATURE ADULTS TO PURSUE VIBRANT, HEALTHY, PRODUCTIVE AND MEANINGFUL LIVES. PROGRAMS IN THE ARTS, HUMANITIES, HEALTH, TECHNOLOGY AND VOLUNTEER SERVICE PROVIDE STIMULATING OPPORTUNITIES FOR MATURE ADULTS TO CONTINUE THEIR PERSONAL GROWTH AND SERVE THEIR COMMUNITIES. HEADQUARTERED IN ST. LOUIS, THE OASIS INSTITUTE DIRECTS A NATIONAL NETWORK OF OASIS PROGRAMS IN 50 COMMUNITIES. THROUGH LOCAL OASIS PROGRAMS AT SCHOOLS, AFFORDABLE HOUSING SITES, LIBRARIES, SENIOR CENTERS, AND OTHER LOCATIONS, OASIS IMPACTED OVER 59,000 PEOPLE IN ITS PROGRAMS. OVER 7,900 OASIS VOLUNTEERS PROVIDE SERVICES ANNUALLY THROUGHOUT THE OASIS NETWORK. | MissionDesc |
| Significant New Program Srvc | 0 | SignificantNewProgramSrvcInd |
| Significant Change | 0 | SignificantChangeInd |
| Expense | $2,260,496 | ExpenseAmt |
| Grant | $1,018,402 | GrantAmt |
| Revenue | $92,193 | RevenueAmt |
| Desc | See Schedule OHEALTH - The Institute's health education program provides behavior-change classes emphasizing increasing awareness, knowledge and skills for older adults to address their individual health needs. Both nationally and locally developed, programs are implemented by the Supporting Organizations as well as non-supporting organization centers and program sites and consist of programs in the areas of nutrition, exercise, disease management, sensory changes, mental health, memory and general health promotion. The health education programs prioritize evidence-based health programs such as the Stanford University Chronic Disease Self-Management and Diabetes Self-Management Programs; A Matter of Balance: Managing Concerns about Falls A Lay Leader Model adapted and disseminated by MaineHealth; and Active Start, the national award-winning program designed to increase physical activity among sedentary older adults developed by OASIS in partnership with the Los Angeles Department of Aging. The Institute collaborates with community partners, healthcare providers and third-party payers to provide effective health behavior change programs in community locations to improve long term health outcomes. OASIS' CATCH Healthy Habits is an evidence-based, intergenerational program that promotes increased physical activity and improved nutritional choices among older adult volunteer facilitators and children kindergarten through 5th grade in an after-school setting. To date, CATCH Healthy Habits has engaged more than 2,300 adults and 17,000 children, and is offered in 12 cities, including three of the Supporting Organization cities. | Desc |
Prog Srvc Accom Acty2 ProgSrvcAccomActy2Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $520,762 | ExpenseAmt |
| Grant | $90,244 | GrantAmt |
| Revenue | $9,408 | RevenueAmt |
| Desc | SEE SCHEDULE OTECHNOLOGY - The Institute has developed a broad curriculum titled Connections that teaches adults how to use technology in order to stay connected with friends and family, especially grandchildren, to impact social isolation and to gain or improve skills to manage benefits and to enter or re-enter the workforce. The curriculum is composed of more than 30 courses including Microsoft Word, Excel, Introduction to the Computer, Introduction to the Internet, The Complete Job Search, The Facebook Starter Kit, Try Your Hand at iPad and Introduction to Email to name a few. Nine courses are translated into Spanish and two are translated into Korean. The Supporting Organizations and other local program sites offer a wide range of computer courses to participants using the Connections curriculum. Additionally, OASIS embarked on a project with funding from the AT&T Foundation focusing on assisting older adults in improving their technology skills to make it possible to adopt mobile technologies and to enter or re-enter the workforce. This program began in 2001 and continues to expand. Enrollment in Connections classes has exceeded 100,000 since the program began. | Desc |
Prog Srvc Accom Acty3 ProgSrvcAccomActy3Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $560,382 | ExpenseAmt |
| Grant | $91,236 | GrantAmt |
| Desc | SEE SCHEDULE OVOLUNTEER SERVICE - OASIS COOPERATES WITH 100 SCHOOL DISTRICTS TO OFFER THE OASIS INTERGENERATIONAL TUTORING PROGRAM. THIS RESEARCH-BASED PROGRAM MATCHES TRAINED VOLUNTEER TUTORS WITH PRIMARY GRADE CHILDREN TO BUILD READING SKILLS, CONFIDENCE AND POSITIVE ATTITUDES TOWARD LEARNING. INCLUDING THE SUPPORTING ORGANIZATIONS, THE PROGRAM OPERATES IN 25 CITIES AND INVOLVES MORE THAN 4,500 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 OFFERS A SECOND INTERGENERATIONAL PROGRAM, CATCH HEALTHY HABITS, WHICH ENGAGES TEAMS OF VOLUNTEERS TO WORK WITH CHILDREN IN GRADES K-5 IN AFTER SCHOOL OR SUMMER SETTINGS TO BUILD HEALTHY HABITS FOR LIFE. 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 OLDER ADULTS IN CONTRIBUTING THEIR TIME, TALENT AND EXPERIENCE TO HELP OTHERS. DURING 2015, 5,761 OASIS VOLUNTEERS PROVIDED SIGNIFICANT SERVICE IN THEIR COMMUNITIES. VOLUNTEERS ALSO SERVE AS PROOFREADERS, ADMINISTRATIVE SUPPORT, INSTRUCTORS, CLASS COORDINATORS, COMPUTER INSTRUCTORS, HEALTH FACILITATORS, PEER COUNSELORS, SPEAKERS-BUREAU PARTICIPANTS AND STORYTELLERS. | Desc |
Prog Srvc Accom Acty Other ProgSrvcAccomActyOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $478,349 | ExpenseAmt |
| Grant | $60,191 | GrantAmt |
| Revenue | $161,093 | RevenueAmt |
| Desc | EDUCATION - THE INSTITUTE DEVELOPS NATIONAL EDUCATION PROGRAMS ON A VARIETY OF TOPICS FOR A BROAD AUDIENCE OF LIFELONG LEARNERS. THE SUPPORTING ORGANIZATIONS AND OTHER PROGRAM LOCATIONS THROUGHOUT THE COUNTRY THEN DESIGN AND IMPLEMENT THE EDUCATIONAL PROGRAMS IN THE AREA OF THE ARTS, HUMANITIES AND VARIOUS OTHER SUBJECTS. TOPICS RANGE FROM CREATIVE WRITING AND POETRY TO ART HISTORY AND INTERNATIONAL STUDIES. IN 2015 AND 2014, ENROLLMENT IN OASIS EDUCATION CLASSES ACROSS THE COUNTRY EXCEEDED 131,000 AND 127,000, RESPECTIVELY. | Desc |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Other Prog Srvc Expense | $478,349 | TotalOtherProgSrvcExpenseAmt |
| Total Other Prog Srvc Grant | $60,191 | TotalOtherProgSrvcGrantAmt |
| Total Other Prog Srvc Revenue | $161,093 | TotalOtherProgSrvcRevenueAmt |
| Total Program Service Expenses | $3,819,989 | TotalProgramServiceExpensesAmt |
| Described In Section501c3 | Yes (1) | DescribedInSection501c3Ind |
| Schedule B Required | Yes (1) | ScheduleBRequiredInd |
| Political Campaign Acty | 0 | PoliticalCampaignActyInd |
| Lobbying Activities | 0 | LobbyingActivitiesInd |
| Subject To Proxy Tax | 0 | SubjectToProxyTaxInd |
| Donor Advised Fund | 0 | DonorAdvisedFundInd |
| Conservation Easements | 0 | ConservationEasementsInd |
| Collections Of Art | 0 | CollectionsOfArtInd |
| Credit Counseling | 0 | CreditCounselingInd |
| Temp Or Permanent Endowments | 0 | TempOrPermanentEndowmentsInd |
| Report Land Building Equipment | Yes (1) | ReportLandBuildingEquipmentInd |
| Report Investments Other Sec | 0 | ReportInvestmentsOtherSecInd |
| Report Program Related Invst | 0 | ReportProgramRelatedInvstInd |
| Report Other Assets | 0 | ReportOtherAssetsInd |
| Report Other Liabilities | Yes (1) | ReportOtherLiabilitiesInd |
| Include FIN48 Footnote | 0 | IncludeFIN48FootnoteInd |
| Independent Audit Fincl Stmt | 0 | IndependentAuditFinclStmtInd |
| Consolidated Audit Fincl Stmt | Yes (1) | ConsolidatedAuditFinclStmtInd |
| School Operating | 0 | SchoolOperatingInd |
| Foreign Office | 0 | ForeignOfficeInd |
| Foreign Activities | 0 | ForeignActivitiesInd |
| More Than5000 K To Org | 0 | MoreThan5000KToOrgInd |
| More Than5000 K To Individuals | 0 | MoreThan5000KToIndividualsInd |
| Professional Fundraising | 0 | ProfessionalFundraisingInd |
| Fundraising Activities | 0 | FundraisingActivitiesInd |
| Gaming Activities | 0 | GamingActivitiesInd |
| Operate Hospital | 0 | OperateHospitalInd |
| Grants To Organizations | Yes (1) | GrantsToOrganizationsInd |
| Grants To Individuals | 0 | GrantsToIndividualsInd |
| Schedule J Required | Yes (1) | ScheduleJRequiredInd |
| Tax Exempt Bonds | 0 | TaxExemptBondsInd |
| Engaged In Excess Benefit Trans | 0 | EngagedInExcessBenefitTransInd |
| PY Excess Benefit Trans | 0 | PYExcessBenefitTransInd |
| Loan Outstanding | 0 | LoanOutstandingInd |
| Grant To Related Person | 0 | GrantToRelatedPersonInd |
| Business Rln With Org Mem | 0 | BusinessRlnWithOrgMemInd |
| Business Rln With Fam Mem | 0 | BusinessRlnWithFamMemInd |
| Business Rln With Officer Ent | 0 | BusinessRlnWithOfficerEntInd |
| Deductible Non Cash Contri | 0 | DeductibleNonCashContriInd |
| Deductible Art Contribution | 0 | DeductibleArtContributionInd |
| Terminate Operations | 0 | TerminateOperationsInd |
| Partial Liquidation | 0 | PartialLiquidationInd |
| Disregarded Entity | 0 | DisregardedEntityInd |
| Related Entity | Yes (1) | RelatedEntityInd |
| Related Organization Ctrl Ent | 0 | RelatedOrganizationCtrlEntInd |
| Trnsfr Exmpt Non Chrtbl Rltd Org | 0 | TrnsfrExmptNonChrtblRltdOrgInd |
| Activities Conducted Prtshp | 0 | ActivitiesConductedPrtshpInd |
| Schedule O Required | Yes (1) | ScheduleORequiredInd |
| IRP Document | 96 | IRPDocumentCnt |
| IRP Document W2 G | 0 | IRPDocumentW2GCnt |
| Backup Wthld Compliance | Yes (1) | BackupWthldComplianceInd |
| Employee | 0 | EmployeeCnt |
| Unrelated Bus Incm Over Limit | 0 | UnrelatedBusIncmOverLimitInd |
| Foreign Financial Account | 0 | ForeignFinancialAccountInd |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTransInd |
| Taxable Party Notification | 0 | TaxablePartyNotificationInd |
| Nondeductible Contributions | 0 | NondeductibleContributionsInd |
| Quid Pro Quo Contributions | 0 | QuidProQuoContributionsInd |
| Form8282 Property Disposed Of | 0 | Form8282PropertyDisposedOfInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | 0 | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | 0 | PayPremiumsPrsnlBnftCntrctInd |
| Indoor Tanning Services | 0 | IndoorTanningServicesInd |
| Info In Schedule O Part VI | Yes (X) | InfoInScheduleOPartVIInd |
| Governing Body Voting Members | 27 | GoverningBodyVotingMembersCnt |
| Independent Voting Member | 26 | IndependentVotingMemberCnt |
| Family Or Business Rln | Yes (1) | FamilyOrBusinessRlnInd |
| Delegation Of Mgmt Duties | Yes (1) | DelegationOfMgmtDutiesInd |
| Change To Org Documents | 0 | ChangeToOrgDocumentsInd |
| Material Diversion Or Misuse | 0 | MaterialDiversionOrMisuseInd |
| Members Or Stockholders | 0 | MembersOrStockholdersInd |
| Election Of Board Members | 0 | ElectionOfBoardMembersInd |
| Decisions Subject To Approva | 0 | DecisionsSubjectToApprovaInd |
| Minutes Of Governing Body | Yes (1) | MinutesOfGoverningBodyInd |
| Minutes Of Committees | Yes (1) | MinutesOfCommitteesInd |
| Officer Mailing Address | 0 | OfficerMailingAddressInd |
| Local Chapters | Yes (1) | LocalChaptersInd |
| Policies Reference Chapters | Yes (1) | PoliciesReferenceChaptersInd |
| Form990 Provided To Gvrn Body | Yes (1) | Form990ProvidedToGvrnBodyInd |
| Conflict Of Interest Policy | Yes (1) | ConflictOfInterestPolicyInd |
| Annual Disclosure Covered Prsn | Yes (1) | AnnualDisclosureCoveredPrsnInd |
| Regular Monitoring Enfrc | Yes (1) | RegularMonitoringEnfrcInd |
| Whistleblower Policy | Yes (1) | WhistleblowerPolicyInd |
| Document Retention Policy | Yes (1) | DocumentRetentionPolicyInd |
| Compensation Process CEO | Yes (1) | CompensationProcessCEOInd |
| Compensation Process Other | 0 | CompensationProcessOtherInd |
| Investment In Joint Venture | 0 | InvestmentInJointVentureInd |
| Own Website | Yes (X) | OwnWebsiteInd |
| Upon Request | Yes (X) | UponRequestInd |
Books In Care Of Detail BooksInCareOfDetail
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | DAWN ANDERSON | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 3148622933 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 11780 BORMAN DRIVE SUITE 400 | AddressLine1Txt |
| City | ST LOUIS | CityNm |
| State Abbreviation | MO | StateAbbreviationCd |
| ZIP | 63146 | ZIPCd |
Form990 Part VII Section A Form990PartVIISectionAGrp (28 entries)
| TitleTitleTxt | Average Hours Per WeekAverageHoursPerWeekRt | Individual Trustee Or DirectorIndividualTrusteeOrDirectorInd | Reportable Comp From OrgReportableCompFromOrgAmt | Reportable Comp From Rltd OrgReportableCompFromRltdOrgAmt | Other CompensationOtherCompensationAmt | OfficerOfficerInd | Average Hours Per Week Rltd OrgAverageHoursPerWeekRltdOrgRt |
|---|---|---|---|---|---|---|---|
| MARYLEN MANN | |||||||
| OASIS EMERITUS & LIFETIMe | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| FRANKLIN A JACOBS | |||||||
| LIFETIME DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| CINDY BRINKLEY | |||||||
| VICE CHAIRMAN | 1.00 | Yes (X) | $0 | $0 | $0 | Yes (X) | |
| STEVEN B MILLER MD | |||||||
| Emeritus | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| DAVID J NEWBURGER | |||||||
| Vice CHAIRMAN | 1.00 | Yes (X) | $0 | $0 | $0 | Yes (X) | |
| SAMUEL R NUSSBAUM MD | |||||||
| VICE CHAIRMAN | 1.00 | Yes (X) | $0 | $0 | $0 | Yes (X) | |
| MAXINE L ROCKOFF PHD | |||||||
| VICE CHAIRMAN | 1.00 | Yes (X) | $0 | $0 | $0 | Yes (X) | |
| SANFORD J ZIMMERMAN | |||||||
| LIFETIME DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| MARCIA KERZ | |||||||
| PRESIDENT | 45.00 | Yes (X) | $188,056 | $0 | $37,028 | Yes (X) | 5.00 |
| SHARON BRANGMAN MD | |||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| JOHN P LYNCH MD | |||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| EDWARD LAWLOR PHD | |||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| PAUL WAGMAN | |||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| Matthew Geekie | |||||||
| CHAIRMAN | 1.00 | Yes (X) | $0 | $0 | $0 | Yes (X) | |
| Jay Greenberg | |||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| Debra Hollingsworth | |||||||
| dIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| Mary Mason MD | |||||||
| dIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| DAVID KIM | |||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| PETER SMITH | |||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| John Danahy | |||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| Martha Gragg | |||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| amanda Chiampi | |||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| TIM MCNEILL RN | |||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| Martha Pelaez | |||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| Lorna Wiggins | |||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| LEEANN M MARKOVITZ | |||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| JESUS RANGEL | |||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| DAWN ANDERSON | |||||||
| DIRECTOR OF FINANCE | 45.00 | $99,180 | $0 | $19,529 | Yes (X) | 5.00 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | $287,236 | TotalReportableCompFromOrgAmt |
| Tot Reportable Comp Rltd Org | $0 | TotReportableCompRltdOrgAmt |
| Total Other Compensation | $56,557 | TotalOtherCompensationAmt |
| Indiv Rcvd Greater Than100 K | 1 | IndivRcvdGreaterThan100KCnt |
| Former Ofcr Employees Listed | 0 | FormerOfcrEmployeesListedInd |
| Total Comp Greater Than150 K | Yes (1) | TotalCompGreaterThan150KInd |
| Compensation From Other Srcs | 0 | CompensationFromOtherSrcsInd |
| Cntrct Rcvd Greater Than100 K | 0 | CntrctRcvdGreaterThan100KCnt |
| Government Grants | $296,017 | GovernmentGrantsAmt |
| All Other Contributions | $3,555,779 | AllOtherContributionsAmt |
| Total Contributions | $3,851,796 | TotalContributionsAmt |
Program Service Revenue ProgramServiceRevenueGrp (3 entries)
| DescDesc | BusinessBusinessCd | Total Revenue ColumnTotalRevenueColumnAmt | Related Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmt |
|---|---|---|---|
| Education | 900099 | $161,093 | $161,093 |
| Health | 900099 | $92,193 | $92,193 |
| TECHNOLOGY CURRICULUM | 900099 | $9,408 | $9,408 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | $262,694 | TotalProgramServiceRevenueAmt |
Investment Income InvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $53,146 | TotalRevenueColumnAmt |
| Exclusion | $53,146 | ExclusionAmt |
Gross Amount Sales Assets GrossAmountSalesAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $550,126 | SecuritiesAmt |
Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $547,268 | SecuritiesAmt |
Gain Or Loss GainOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $2,858 | SecuritiesAmt |
Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $2,858 | TotalRevenueColumnAmt |
| Exclusion | $2,858 | ExclusionAmt |
Other Revenue Misc OtherRevenueMiscGrp (2 entries)
| DescDesc | BusinessBusinessCd | Total Revenue ColumnTotalRevenueColumnAmt | Related Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmt |
|---|---|---|---|
| FEES FOR SERVICES | 541200 | $106,867 | $106,867 |
| Partner Revenue | 541900 | $52,679 | $52,679 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Revenue Total | $159,546 | OtherRevenueTotalAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $4,330,040 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $422,240 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $0 | UnrelatedBusinessRevenueAmt |
| Exclusion | $56,004 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part IX | Yes (X) | InfoInScheduleOPartIXInd |
Grants To Domestic Orgs GrantsToDomesticOrgsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,260,074 | TotalAmt |
| Program Services | $1,260,074 | ProgramServicesAmt |
Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $343,793 | TotalAmt |
| Program Services | $251,407 | ProgramServicesAmt |
| Management And General | $43,376 | ManagementAndGeneralAmt |
| Fundraising | $49,010 | FundraisingAmt |
Other Salaries And Wages OtherSalariesAndWagesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,381,039 | TotalAmt |
| Program Services | $1,009,921 | ProgramServicesAmt |
| Management And General | $174,243 | ManagementAndGeneralAmt |
| Fundraising | $196,875 | FundraisingAmt |
Other Employee Benefits OtherEmployeeBenefitsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $271,914 | TotalAmt |
| Program Services | $218,958 | ProgramServicesAmt |
| Management And General | $17,220 | ManagementAndGeneralAmt |
| Fundraising | $35,736 | FundraisingAmt |
Payroll Taxes PayrollTaxesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $118,380 | TotalAmt |
| Program Services | $92,583 | ProgramServicesAmt |
| Management And General | $10,207 | ManagementAndGeneralAmt |
| Fundraising | $15,590 | FundraisingAmt |
Fees For Services Legal FeesForServicesLegalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $53,596 | TotalAmt |
| Management And General | $53,596 | ManagementAndGeneralAmt |
Fees For Services Accounting FeesForServicesAccountingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $45,800 | TotalAmt |
| Management And General | $45,800 | ManagementAndGeneralAmt |
Fees For Services Other FeesForServicesOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $792,842 | TotalAmt |
| Program Services | $342,326 | ProgramServicesAmt |
| Management And General | $444,666 | ManagementAndGeneralAmt |
| Fundraising | $5,850 | FundraisingAmt |
Advertising AdvertisingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $16,396 | TotalAmt |
| Program Services | $15,020 | ProgramServicesAmt |
| Management And General | $1,376 | ManagementAndGeneralAmt |
Office Expenses OfficeExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $83,292 | TotalAmt |
| Program Services | $68,607 | ProgramServicesAmt |
| Management And General | $10,943 | ManagementAndGeneralAmt |
| Fundraising | $3,742 | FundraisingAmt |
Occupancy OccupancyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $119,401 | TotalAmt |
| Program Services | $83,498 | ProgramServicesAmt |
| Management And General | $22,146 | ManagementAndGeneralAmt |
| Fundraising | $13,757 | FundraisingAmt |
Travel TravelGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $78,136 | TotalAmt |
| Program Services | $56,262 | ProgramServicesAmt |
| Management And General | $20,487 | ManagementAndGeneralAmt |
| Fundraising | $1,387 | FundraisingAmt |
Conferences Meetings ConferencesMeetingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $19,339 | TotalAmt |
| Program Services | $14,192 | ProgramServicesAmt |
| Management And General | $3,983 | ManagementAndGeneralAmt |
| Fundraising | $1,164 | FundraisingAmt |
Depreciation Depletion DepreciationDepletionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $36,512 | TotalAmt |
| Program Services | $23,243 | ProgramServicesAmt |
| Management And General | $8,064 | ManagementAndGeneralAmt |
| Fundraising | $5,205 | FundraisingAmt |
Insurance InsuranceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $11,783 | TotalAmt |
| Program Services | $6,995 | ProgramServicesAmt |
| Management And General | $3,222 | ManagementAndGeneralAmt |
| Fundraising | $1,566 | FundraisingAmt |
Other Expenses OtherExpensesGrp (4 entries)
| DescDesc | TotalTotalAmt | Program ServicesProgramServicesAmt | Management And GeneralManagementAndGeneralAmt | FundraisingFundraisingAmt |
|---|---|---|---|---|
| PRINTING | $105,331 | $104,190 | $693 | $448 |
| Instructors | $104,951 | $104,951 | ||
| program Materials | $68,425 | $68,425 | ||
| EQUIPMENT | $49,055 | $30,505 | $18,351 | $199 |
All Other Expenses AllOtherExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $100,279 | TotalAmt |
| Program Services | $68,832 | ProgramServicesAmt |
| Management And General | $12,416 | ManagementAndGeneralAmt |
| Fundraising | $19,031 | FundraisingAmt |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $5,060,338 | TotalAmt |
| Program Services | $3,819,989 | ProgramServicesAmt |
| Management And General | $890,789 | ManagementAndGeneralAmt |
| Fundraising | $349,560 | FundraisingAmt |
Cash Non Interest Bearing CashNonInterestBearingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $819,562 | BOYAmt |
| EOY | $991,634 | EOYAmt |
Savings And Temp Cash Invst SavingsAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $188,305 | BOYAmt |
| EOY | $193,156 | EOYAmt |
Pledges And Grants Receivable PledgesAndGrantsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,824,058 | BOYAmt |
| EOY | $1,570,711 | EOYAmt |
Accounts Receivable AccountsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $5,557 | BOYAmt |
| EOY | $23,077 | EOYAmt |
Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $21,486 | BOYAmt |
| EOY | $16,140 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Bldg Equip Cost Or Other Bss | $831,027 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $736,832 | LandBldgEquipAccumDeprecAmt |
Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $105,479 | BOYAmt |
| EOY | $94,195 | EOYAmt |
Investments Pub Traded Sec InvestmentsPubTradedSecGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $2,680,445 | BOYAmt |
| EOY | $2,178,464 | EOYAmt |
Other Assets Total OtherAssetsTotalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $52,907 | BOYAmt |
| EOY | $105,573 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $5,697,799 | BOYAmt |
| EOY | $5,172,950 | EOYAmt |
Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $124,180 | BOYAmt |
| EOY | $178,735 | EOYAmt |
Deferred Revenue DeferredRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $3,645 | BOYAmt |
| EOY | $220 | EOYAmt |
Other Liabilities OtherLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $535,686 | BOYAmt |
| EOY | $715,077 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $663,511 | BOYAmt |
| EOY | $894,032 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization Follows SFAS117 | Yes (X) | OrganizationFollowsSFAS117Ind |
Unrestricted Net Assets UnrestrictedNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $3,022,430 | BOYAmt |
| EOY | $2,050,861 | EOYAmt |
Temporarily Rstr Net Assets TemporarilyRstrNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $2,011,858 | BOYAmt |
| EOY | $2,228,057 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $5,034,288 | BOYAmt |
| EOY | $4,278,918 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $5,697,799 | BOYAmt |
| EOY | $5,172,950 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Reconcilation Revenue Expnss | -$730,298 | ReconcilationRevenueExpnssAmt |
| Net Unrlzd Gains Losses Invst | -$25,072 | NetUnrlzdGainsLossesInvstAmt |
| Other Changes In Net Assets | $0 | OtherChangesInNetAssetsAmt |
| Method Of Accounting Accrual | Yes (X) | MethodOfAccountingAccrualInd |
| Accountant Compile Or Review | 0 | AccountantCompileOrReviewInd |
| FS Audited | Yes (1) | FSAuditedInd |
FS Audited Basis FSAuditedBasisGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Consolidated Basis Fincl Stmt | Yes (X) | ConsolidatedBasisFinclStmtInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Audit Committee | Yes (1) | AuditCommitteeInd |
| Federal Grant Audit Required | 0 | FederalGrantAuditRequiredInd |
Schedule A IRS990ScheduleA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Organization170 | Yes (X) | PublicOrganization170Ind |
Gifts Grants Contri Rcvd170 GiftsGrantsContriRcvd170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $3,041,005 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $6,309,036 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $2,065,934 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $3,034,315 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $3,851,796 | CurrentTaxYearAmt |
| Total | $18,302,086 | TotalAmt |
Total Calendar Year170 TotalCalendarYear170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $3,041,005 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $6,309,036 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $2,065,934 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $3,034,315 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $3,851,796 | CurrentTaxYearAmt |
| Total | $18,302,086 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Substantial Contributors Tot | $8,465,129 | SubstantialContributorsTotAmt |
| Public Support Total170 | $9,836,957 | PublicSupportTotal170Amt |
Gross Investment Income170 GrossInvestmentIncome170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $50,172 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $66,964 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $51,115 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $48,355 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $53,146 | CurrentTaxYearAmt |
| Total | $269,752 | TotalAmt |
Other Income170 OtherIncome170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $2,663 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $147 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $373 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year | $159,546 | CurrentTaxYearAmt |
| Total | $162,729 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Support | $18,734,567 | TotalSupportAmt |
| Gross Receipts Rltd Activities | $1,697,158 | GrossReceiptsRltdActivitiesAmt |
| Public Support CY170 | 0.52510 | PublicSupportCY170Pct |
| Public Support PY170 | 0.44980 | PublicSupportPY170Pct |
| Thirty Thr Pct Suprt Tests CY170 | Yes (X) | ThirtyThrPctSuprtTestsCY170Ind |
Schedule B IRS990ScheduleB
Contributor Information ContributorInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | RESTRICTED | ContributorNum |
Contributor Business Name ContributorBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | RESTRICTED | BusinessNameLine1 |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | RESTRICTED | AddressLine1 |
| Address Line2 | RESTRICTED | AddressLine2 |
| City | RESTRICTED | City |
| State | RESTRICTED | State |
| ZIP Code | RESTRICTED | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | RESTRICTED | TotalContributionsAmt |
Schedule D IRS990ScheduleD
| Field | Value | IRS element (for citing) |
|---|---|---|
| Agent Trustee Etc | 0 | AgentTrusteeEtcInd |
| Incl Escrow Custodial Acct Liab | 0 | InclEscrowCustodialAcctLiabInd |
Leasehold Improvements LeaseholdImprovementsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $21,243 | OtherCostOrOtherBasisAmt |
| Depreciation | $5,082 | DepreciationAmt |
| Book Value | $16,161 | BookValueAmt |
Equipment EquipmentGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $718,207 | OtherCostOrOtherBasisAmt |
| Depreciation | $670,568 | DepreciationAmt |
| Book Value | $47,639 | BookValueAmt |
Other Land Buildings OtherLandBuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $91,577 | OtherCostOrOtherBasisAmt |
| Depreciation | $61,182 | DepreciationAmt |
| Book Value | $30,395 | BookValueAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Land Buildings | $94,195 | TotalBookValueLandBuildingsAmt |
Other Liabilities Org OtherLiabilitiesOrgGrp (2 entries)
| DescDesc | AmtAmt |
|---|---|
| DUE TO BJH | $339,030 |
| Due to OASIS Programs | $376,047 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Liability | $715,077 | TotalLiabilityAmt |
| Total Rev Etc Audited Fincl Stmt | $4,615,856 | TotalRevEtcAuditedFinclStmtAmt |
| Net Unrealized Gains Invst | -$25,072 | NetUnrealizedGainsInvstAmt |
| Donated Services And Use Fclts | $310,888 | DonatedServicesAndUseFcltsAmt |
| Revenue Not Reported | $285,816 | RevenueNotReportedAmt |
| Revenue Subtotal | $4,330,040 | RevenueSubtotalAmt |
| Revenue Not Reported Fincl Stmt | $0 | RevenueNotReportedFinclStmtAmt |
| Total Revenue Per Form990 | $4,330,040 | TotalRevenuePerForm990Amt |
| Tot Expns Etc Audited Fincl Stmt | $5,371,226 | TotExpnsEtcAuditedFinclStmtAmt |
| Donated Services Use Fclts | $310,888 | DonatedServicesUseFcltsAmt |
| Expenses Not Reported | $310,888 | ExpensesNotReportedAmt |
| Expenses Subtotal | $5,060,338 | ExpensesSubtotalAmt |
| Expenses Not Rpt Fincl Stmt | $0 | ExpensesNotRptFinclStmtAmt |
| Total Expenses Per Form990 | $5,060,338 | TotalExpensesPerForm990Amt |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | Part IV, Line 2b: | FormAndLineReferenceDesc |
| Explanation | 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. | ExplanationTxt |
Schedule I IRS990ScheduleI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Records Maintained | Yes (1) | GrantRecordsMaintainedInd |
Recipient Table RecipientTable (21 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | Recipient EINRecipientEIN | IRC SectionIRCSectionDesc | Cash GrantCashGrantAmt | Purpose Of GrantPurposeOfGrantTxt |
|---|---|---|---|---|---|---|---|
| Southern New Hampshire Services | |||||||
| 40 Pine Street | Manchester | NH | 03103 | 020268285 | Government | $29,621 | OASIS PROGRAMS |
| Southern Maine Agency on Aging | |||||||
| 136 US Route One | Scarborough | ME | 04074 | 010360259 | Government | $28,925 | OASIS PROGRAMS |
| Seniors' Resource Center | |||||||
| 3227 Chase Street | Denver | CO | 80212 | 840877538 | 501(c )(3) | $13,915 | OASIS PROGRAMS |
| OASIS - Washington Metro | |||||||
| 7125 Democracy Blvd | Bethesda | MD | 20817 | 520610545 | 501(c )(3) | $70,042 | OASIS PROGRAMS |
| Pima Council on Aging | |||||||
| 8467 E Broadway Blvd | Tucson | AZ | 85718 | 860251768 | 501(c )(3) | $49,960 | OASIS PROGRAMS |
| OASIS - Syracuse | |||||||
| 6333 State Route 298 | East Syracuse | NY | 13057 | 146013200 | 501(c )(3) | $5,000 | OASIS PROGRAMS |
| OASIS - San Diego | |||||||
| 1702 Camino Del Rio North 3rd Fl | San Diego | CA | 92108 | 300403895 | 501(c )(3) | $193,335 | OASIS PROGRAMS |
| OASIS - San Antonio | |||||||
| PO Box 291010 | San Antonio | TX | 78229 | 262243879 | 501(c )(3) | $115,216 | OASIS PROGRAMS |
| OASIS - Pacific Region | |||||||
| 3818 Crenshaw Blvd A923 | Los Angeles | CA | 90008 | 134242159 | 501(c )(3) | $246,388 | OASIS PROGRAMS |
| OASIS - Indianapolis | |||||||
| 10800 East Washington Street | Indianapolis | IN | 46229 | 272392510 | 501(c )(3) | $145,258 | OASIS PROGRAMS |
| OASIS - Albuquerque | |||||||
| 3301 Menaul Blvd NE Suite 18 | Albuquerque | NM | 87107 | 320081580 | 501(c )(3) | $80,000 | OASIS PROGRAMS |
| Fairhill Partners | |||||||
| 12200 Fairhill Rd | Cleveland | OH | 44120 | 341549927 | 501(c )(3) | $31,679 | OASIS PROGRAMS |
| Elder Serve Inc | |||||||
| 411 E Muhammad Ali Blvd | Louisville | KY | 40202 | 616024140 | 501(c )(3) | $33,295 | OASIS PROGRAMS |
| Community Renewal Team Inc | |||||||
| 90 Retreat Ave | Hartford | CT | 06106 | 060795640 | 501(c )(3) | $26,598 | OASIS PROGRAMS |
| City of Madison Senior Center | |||||||
| Director 330 West Mifflin Street | Madison | WI | 53703 | 396005507 | Government | $22,601 | OASIS PROGRAMS |
| Bronx House | |||||||
| 990 Pelham Parkway South | Bronx | NY | 10461 | 131739935 | 501(c )(3) | $49,634 | OASIS PROGRAMS |
| Center for Healthly | |||||||
| 11 Fillmore Way Reno NV 89519 | Reno | NV | 89519 | 371581035 | 501(c )(3) | $17,191 | OASIS PROGRAMS |
| Union Settlement Association | |||||||
| 237 East 104th Street | New York | NY | 10029 | 131632530 | 501(c )(3) | $15,250 | OASIS PROGRAMS |
| Atlanta Regional Commission | |||||||
| 40 Courtland Street NE | Atlanta | GA | 30303 | 586002324 | 501(c )(3) | $41,576 | OASIS PROGRAMS |
| SENIOR CONNECTIONS | |||||||
| 24 E CARY STREET | RIChmond | VA | 23219 | 540950714 | 501(c )(3) | $31,562 | OASIS PROGRAMS |
| LIFETIME CARE OASIS | |||||||
| OASIS Monroe Square 259 Monroe Ave | ROCHESTER | NY | 14607 | 160844109 | 501(c )(3) | $5,000 | OASIS PROGRAMS |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total501c3 Org | 21 | Total501c3OrgCnt |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | Part I, Line 2: | FormAndLineReferenceDesc |
| Explanation | 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. | ExplanationTxt |
Schedule J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| Compensation Committee | Yes (X) | CompensationCommitteeInd |
| Form990 Of Other Organizations | Yes (X) | Form990OfOtherOrganizationsInd |
| Board Or Committee Approval | Yes (X) | BoardOrCommitteeApprovalInd |
| Severance Payment | 0 | SeverancePaymentInd |
| Supplemental Nonqual Rtr Plan | 0 | SupplementalNonqualRtrPlanInd |
| Equity Based Comp Arrngm | 0 | EquityBasedCompArrngmInd |
| Comp Based On Revenue Of Flng Org | 0 | CompBasedOnRevenueOfFlngOrgInd |
| Comp Bsd On Rev Related Orgs | 0 | CompBsdOnRevRelatedOrgsInd |
| Comp Bsd Net Earns Flng Org | 0 | CompBsdNetEarnsFlngOrgInd |
| Comp Bsd Net Earns Rltd Orgs | 0 | CompBsdNetEarnsRltdOrgsInd |
| Any Non Fixed Payments | 0 | AnyNonFixedPaymentsInd |
| Initial Contract Exception | 0 | InitialContractExceptionInd |
Rltd Org Officer Trst Key Empl RltdOrgOfficerTrstKeyEmplGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | MARCIA KERZ | PersonNm |
| Title | PRESIDENT | TitleTxt |
| Base Compensation Filing Org | $188,056 | BaseCompensationFilingOrgAmt |
| Compensation Based On Rltd Orgs | $0 | CompensationBasedOnRltdOrgsAmt |
| Bonus Filing Organization | $0 | BonusFilingOrganizationAmount |
| Bonus Related Organizations | $0 | BonusRelatedOrganizationsAmt |
| Other Compensation Filing Org | $0 | OtherCompensationFilingOrgAmt |
| Other Compensation Rltd Orgs | $0 | OtherCompensationRltdOrgsAmt |
| Deferred Compensation Flng Org | $0 | DeferredCompensationFlngOrgAmt |
| Deferred Comp Rltd Orgs | $0 | DeferredCompRltdOrgsAmt |
| Nontaxable Benefits Filing Org | $37,028 | NontaxableBenefitsFilingOrgAmt |
| Nontaxable Benefits Rltd Orgs | $0 | NontaxableBenefitsRltdOrgsAmt |
| Total Compensation Filing Org | $225,084 | TotalCompensationFilingOrgAmt |
| Total Compensation Rltd Orgs | $0 | TotalCompensationRltdOrgsAmt |
| Comp Report Prior990 Filing Org | $0 | CompReportPrior990FilingOrgAmt |
| Comp Report Prior990 Rltd Orgs | $0 | CompReportPrior990RltdOrgsAmt |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (7 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| Form 990, Part VI, Section A, line 2 | Marylen Mann and Franklin Jacobs share a family relationship. |
| 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 11 | 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 supervisor 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 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 IX, line 11g | OTHER FEES: Program service expenses 342,326. Management and general expenses 444,666. Fundraising expenses 5,850. Total expenses 792,842. |
Schedule R IRS990ScheduleR
Id Related Tax Exempt Org IdRelatedTaxExemptOrgGrp (6 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | EINEIN | Primary ActivitiesPrimaryActivitiesTxt | Legal Domicile StateLegalDomicileStateCd | Exempt Code SectionExemptCodeSectionTxt | Public Charity StatusPublicCharityStatusTxt | Business Name Line1DirectControllingEntityName/BusinessNameLine1Txt | Controlled OrganizationControlledOrganizationInd |
|---|---|---|---|---|---|---|---|---|---|---|
| Albuquerque OASIS | ||||||||||
| 3301 Menaul Blvd Ne Suite 18 | Albuquerque | NM | 87107 | 320081580 | OASIS Program | NM | 501(c)(3) | Line 11a, I | OASIS Institute | 0 |
| Pacific Region OASIS | ||||||||||
| 3818 CRENSHAW BLVD NO a-923 | LOS ANGELES | CA | 90008 | 134242159 | oASIS Program | CA | 501(c)(3) | Line 11a, I | OASIS institute | 0 |
| Tucson OASIS | ||||||||||
| 11780 Borman Drive STE 400 | St Louis | MO | 63146 | 262952416 | oASIS Program | AZ | 501(c)(3) | Line 11a, I | OASIS institute | 0 |
| San Diego OASIS | ||||||||||
| 1702 Camino Del Rio North | San Diego | CA | 92108 | 300403895 | oASIS Program | CA | 501(c)(3) | Line 11a, I | OASIS institute | 0 |
| San Antonio OASIS | ||||||||||
| 6161 Northwest Loop 410 | San Antonio | TX | 78238 | 262243879 | oASIS Program | TX | 501(c)(3) | Line 11a, I | OASIS institute | 0 |
| Indianapolis OASIS | ||||||||||
| 10800 East Washington Street | Indianapolis | IN | 46229 | 272392510 | oASIS Program | IN | 501(c)(3) | Line 11a, I | OASIS institute | 0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Receipt Of Int Annts Rnts Rylts | 0 | ReceiptOfIntAnntsRntsRyltsInd |
| Gift Grnt Or Cap Contri To Oth Org | Yes (1) | GiftGrntOrCapContriToOthOrgInd |
| Gift Grnt Cap Contri From Oth Org | 0 | GiftGrntCapContriFromOthOrgInd |
| Loans Or Guarantees To Other Org | 0 | LoansOrGuaranteesToOtherOrgInd |
| Loans Or Guarantees From Oth Org | 0 | LoansOrGuaranteesFromOthOrgInd |
| Div Related Organization | 0 | DivRelatedOrganizationInd |
| Asset Sale To Other Org | 0 | AssetSaleToOtherOrgInd |
| Asset Purchase From Other Org | 0 | AssetPurchaseFromOtherOrgInd |
| Asset Exchange | 0 | AssetExchangeInd |
| Rental Of Facilities To Oth Org | 0 | RentalOfFacilitiesToOthOrgInd |
| Rental Of Fclts From Oth Org | 0 | RentalOfFcltsFromOthOrgInd |
| Perform Of Services For Oth Org | Yes (1) | PerformOfServicesForOthOrgInd |
| Perform Of Services By Other Org | 0 | PerformOfServicesByOtherOrgInd |
| Sharing Of Facilities | 0 | SharingOfFacilitiesInd |
| Paid Employees Sharing | 0 | PaidEmployeesSharingInd |
| Reimbursement Paid To Other Org | 0 | ReimbursementPaidToOtherOrgInd |
| Reimbursement Paid By Other Org | Yes (1) | ReimbursementPaidByOtherOrgInd |
| Transfer To Other Org | 0 | TransferToOtherOrgInd |
| Transfer From Other Org | 0 | TransferFromOtherOrgInd |