2016-09-09T13:53:54-05:00 2015-12-31 430765316 RubinBrown LLP One North Brentwood Saint Louis MO 63105 990 2015-01-01 431830354 The OASIS Institute OASI 3148622933 11780 BORMAN DRIVE No 400 SAINT LOUIS MO 63146 Marcia Kerz President 3148622933 2016-09-02 1 James R Ritts P00362910 3142903300 2015 2017-02-10 21:41:12Z MARCIA KERZ 11780 BORMAN DRIVE SUITE 400 ST LOUIS MO 63146 4877308 0 3791 X www.oasisnet.org X 1982 MO 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. 27 26 0 2652 0 0 3034315 3851796 251504 262694 53095 56004 92293 159546 3431207 4330040 1211701 1260074 0 0 2092232 2115126 0 0 349560 1429714 1685138 4733647 5060338 -1302440 -730298 5697799 5172950 663511 894032 5034288 4278918 X 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. 0 0 2260496 1018402 92193 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. 520762 90244 9408 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. 560382 91236 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. 478349 60191 161093 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. 478349 60191 161093 3819989 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 0 0 0 1 96 0 1 0 0 0 0 0 0 0 0 0 0 0 X 27 26 1 1 0 0 0 0 0 1 1 0 1 1 1 1 1 1 1 1 1 0 0 X X DAWN ANDERSON 3148622933 11780 BORMAN DRIVE SUITE 400 ST LOUIS MO 63146 MARYLEN MANN OASIS EMERITUS & LIFETIMe 1.00 X 0 0 0 FRANKLIN A JACOBS LIFETIME DIRECTOR 1.00 X 0 0 0 CINDY BRINKLEY VICE CHAIRMAN 1.00 X X 0 0 0 STEVEN B MILLER MD Emeritus 1.00 X 0 0 0 DAVID J NEWBURGER Vice CHAIRMAN 1.00 X X 0 0 0 SAMUEL R NUSSBAUM MD VICE CHAIRMAN 1.00 X X 0 0 0 MAXINE L ROCKOFF PHD VICE CHAIRMAN 1.00 X X 0 0 0 SANFORD J ZIMMERMAN LIFETIME DIRECTOR 1.00 X 0 0 0 MARCIA KERZ PRESIDENT 45.00 5.00 X X 188056 0 37028 SHARON BRANGMAN MD DIRECTOR 1.00 X 0 0 0 JOHN P LYNCH MD DIRECTOR 1.00 X 0 0 0 EDWARD LAWLOR PHD DIRECTOR 1.00 X 0 0 0 PAUL WAGMAN DIRECTOR 1.00 X 0 0 0 Matthew Geekie CHAIRMAN 1.00 X X 0 0 0 Jay Greenberg DIRECTOR 1.00 X 0 0 0 Debra Hollingsworth dIRECTOR 1.00 X 0 0 0 Mary Mason MD dIRECTOR 1.00 X 0 0 0 DAVID KIM DIRECTOR 1.00 X 0 0 0 PETER SMITH DIRECTOR 1.00 X 0 0 0 John Danahy DIRECTOR 1.00 X 0 0 0 Martha Gragg DIRECTOR 1.00 X 0 0 0 amanda Chiampi DIRECTOR 1.00 X 0 0 0 TIM MCNEILL RN DIRECTOR 1.00 X 0 0 0 Martha Pelaez DIRECTOR 1.00 X 0 0 0 Lorna Wiggins DIRECTOR 1.00 X 0 0 0 LEEANN M MARKOVITZ DIRECTOR 1.00 X 0 0 0 JESUS RANGEL DIRECTOR 1.00 X 0 0 0 DAWN ANDERSON DIRECTOR OF FINANCE 45.00 5.00 X 99180 0 19529 287236 0 56557 1 0 1 0 0 296017 3555779 3851796 Education 900099 161093 161093 Health 900099 92193 92193 TECHNOLOGY CURRICULUM 900099 9408 9408 262694 53146 53146 550126 547268 2858 2858 2858 FEES FOR SERVICES 541200 106867 106867 Partner Revenue 541900 52679 52679 159546 4330040 422240 0 56004 X 1260074 1260074 343793 251407 43376 49010 1381039 1009921 174243 196875 271914 218958 17220 35736 118380 92583 10207 15590 53596 53596 45800 45800 792842 342326 444666 5850 16396 15020 1376 83292 68607 10943 3742 119401 83498 22146 13757 78136 56262 20487 1387 19339 14192 3983 1164 36512 23243 8064 5205 11783 6995 3222 1566 PRINTING 105331 104190 693 448 Instructors 104951 104951 program Materials 68425 68425 EQUIPMENT 49055 30505 18351 199 100279 68832 12416 19031 5060338 3819989 890789 349560 819562 991634 188305 193156 1824058 1570711 5557 23077 21486 16140 831027 736832 105479 94195 2680445 2178464 52907 105573 5697799 5172950 124180 178735 3645 220 535686 715077 663511 894032 X 3022430 2050861 2011858 2228057 5034288 4278918 5697799 5172950 -730298 -25072 0 X 0 1 X 1 0 X 3041005 6309036 2065934 3034315 3851796 18302086 3041005 6309036 2065934 3034315 3851796 18302086 8465129 9836957 50172 66964 51115 48355 53146 269752 2663 147 373 159546 162729 18734567 1697158 0.52510 0.44980 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 0 0 21243 5082 16161 718207 670568 47639 91577 61182 30395 94195 DUE TO BJH 339030 Due to OASIS Programs 376047 715077 4615856 -25072 310888 285816 4330040 0 4330040 5371226 310888 310888 5060338 0 5060338 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. 1 Southern New Hampshire Services 40 Pine Street Manchester NH 03103 020268285 Government 29621 OASIS PROGRAMS Southern Maine Agency on Aging 136 US Route One Scarborough ME 04074 010360259 Government 28925 OASIS PROGRAMS Seniors' Resource Center 3227 Chase Street Denver CO 80212 840877538 501(c )(3) 13915 OASIS PROGRAMS OASIS - Washington Metro 7125 Democracy Blvd Bethesda MD 20817 520610545 501(c )(3) 70042 OASIS PROGRAMS Pima Council on Aging 8467 E Broadway Blvd Tucson AZ 85718 860251768 501(c )(3) 49960 OASIS PROGRAMS OASIS - Syracuse 6333 State Route 298 East Syracuse NY 13057 146013200 501(c )(3) 5000 OASIS PROGRAMS OASIS - San Diego 1702 Camino Del Rio North 3rd Fl San Diego CA 92108 300403895 501(c )(3) 193335 OASIS PROGRAMS OASIS - San Antonio PO Box 291010 San Antonio TX 78229 262243879 501(c )(3) 115216 OASIS PROGRAMS OASIS - Pacific Region 3818 Crenshaw Blvd A923 Los Angeles CA 90008 134242159 501(c )(3) 246388 OASIS PROGRAMS OASIS - Indianapolis 10800 East Washington Street Indianapolis IN 46229 272392510 501(c )(3) 145258 OASIS PROGRAMS OASIS - Albuquerque 3301 Menaul Blvd NE Suite 18 Albuquerque NM 87107 320081580 501(c )(3) 80000 OASIS PROGRAMS Fairhill Partners 12200 Fairhill Rd Cleveland OH 44120 341549927 501(c )(3) 31679 OASIS PROGRAMS Elder Serve Inc 411 E Muhammad Ali Blvd Louisville KY 40202 616024140 501(c )(3) 33295 OASIS PROGRAMS Community Renewal Team Inc 90 Retreat Ave Hartford CT 06106 060795640 501(c )(3) 26598 OASIS PROGRAMS City of Madison Senior Center Director 330 West Mifflin Street Madison WI 53703 396005507 Government 22601 OASIS PROGRAMS Bronx House 990 Pelham Parkway South Bronx NY 10461 131739935 501(c )(3) 49634 OASIS PROGRAMS Center for Healthly 11 Fillmore Way Reno NV 89519 Reno NV 89519 371581035 501(c )(3) 17191 OASIS PROGRAMS Union Settlement Association 237 East 104th Street New York NY 10029 131632530 501(c )(3) 15250 OASIS PROGRAMS Atlanta Regional Commission 40 Courtland Street NE Atlanta GA 30303 586002324 501(c )(3) 41576 OASIS PROGRAMS SENIOR CONNECTIONS 24 E CARY STREET RIChmond VA 23219 540950714 501(c )(3) 31562 OASIS PROGRAMS LIFETIME CARE OASIS OASIS Monroe Square 259 Monroe Ave ROCHESTER NY 14607 160844109 501(c )(3) 5000 OASIS PROGRAMS 21 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 0 0 0 0 0 0 0 0 0 MARCIA KERZ PRESIDENT 188056 0 0 0 0 0 0 0 37028 0 225084 0 0 0 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. 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 0 1 0 0 0 0 0 0 0 0 0 1 0 0 0 0 1 0 0