THE OASIS INSTITUTE: Form 990, tax year 2012
View the entire original 990 at ProPublica ↗
- Organization
- THE OASIS INSTITUTE (EIN 43-1830354)
- Tax period
- 2012-01-01 to 2012-12-31
- Filed
- 2013-11-14
- IRS object ID
- 201323189349305647
- Schema version
- 2012v2.1
- 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
- Form 990
- Schedule A
- Schedule B
- Schedule D
- Schedule G
- Schedule I
- Schedule J
- Schedule O
- Schedule R
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Timestamp | 2013-11-14T15:44:05-06:00 | Timestamp |
| Tax Period End Date | 2012-12-31 | TaxPeriodEndDate |
Preparer Firm PreparerFirm
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 430765316 | EIN |
Preparer Firm Business Name PreparerFirmBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | RUBINBROWN LLP | BusinessNameLine1 |
Preparer Firm US Address PreparerFirmUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | ONE NORTH BRENTWOOD | AddressLine1 |
| City | SAINT LOUIS | City |
| State | MO | State |
| ZIP Code | 63105 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnType |
| Tax Period Begin Date | 2012-01-01 | TaxPeriodBeginDate |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 431830354 | EIN |
Name Name
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE OASIS INSTITUTE | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Control | OASI | NameControl |
| Phone | 3148622933 | Phone |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 7710 CARONDELET AVENUE NO 125 | AddressLine1 |
| City | ST LOUIS | City |
| State | MO | State |
| ZIP Code | 63105 | ZIPCode |
Officer Officer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | MARCIA KERZ | Name |
| Title | PRESIDENT | Title |
| Phone | 3148622933 | Phone |
| Date Signed | 2013-11-14 | DateSigned |
| Authorize Third Party | 1 | AuthorizeThirdParty |
Preparer Preparer
| Field | Value | IRS element (for citing) |
|---|---|---|
| PTIN | P00325547 | PTIN |
| Phone | 3142903300 | Phone |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax Year | 2012 | TaxYear |
| Build TS | 2016-02-25 16:41:14Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Of Principal Officer Person | MARCIA KERZ | NameOfPrincipalOfficerPerson |
Address Principal Officer US AddressPrincipalOfficerUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 7710 CARONDELET AVE STE 125 | AddressLine1 |
| City | ST LOUIS | City |
| State | MO | State |
| ZIP Code | 63105 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | 8075047 | GrossReceipts |
| Group Return For Affiliates | 0 | GroupReturnForAffiliates |
| Group Exemption Number | 3791 | GroupExemptionNumber |
| Organization501c3 | X | Organization501c3 |
| Web Site | WWW.OASISNET.ORG | WebSite |
| Type Of Organization Corporation | X | TypeOfOrganizationCorporation |
| Year Formation | 1982 | YearFormation |
| State Legal Domicile | MO | StateLegalDomicile |
| Activity Or Mission Description | THE OASIS INSTITUTE IS A NATIONAL EDUCATION ORGANIZATION THAT PROVIDES LIFELONG LEARNING AND SERVICE OPPORTUNITIES THAT INSPIRE MATURE ADULTS TO PURSUE VIBRANT, HEALTHY, AND MEANINGFUL LIVES. | ActivityOrMissionDescription |
| Nbr Voting Members Governing Body | 24 | NbrVotingMembersGoverningBody |
| Nbr Independent Voting Members | 24 | NbrIndependentVotingMembers |
| Total Nbr Employees | 0 | TotalNbrEmployees |
| Total Nbr Volunteers | 2615 | TotalNbrVolunteers |
| Total Gross UBI | 0 | TotalGrossUBI |
| Net Unrelated Business Txbl Income | 0 | NetUnrelatedBusinessTxblIncome |
| Contributions Grants Prior Year | 3041005 | ContributionsGrantsPriorYear |
| Contributions Grants Current Year | 6309036 | ContributionsGrantsCurrentYear |
| Program Service Revenue Prior Year | 277529 | ProgramServiceRevenuePriorYear |
| Program Service Revenue CY | 449900 | ProgramServiceRevenueCY |
| Investment Income Prior Year | 50172 | InvestmentIncomePriorYear |
| Investment Income Current Year | 59511 | InvestmentIncomeCurrentYear |
| Other Revenue Prior Year | 2663 | OtherRevenuePriorYear |
| Other Revenue Current Year | 147 | OtherRevenueCurrentYear |
| Total Revenue Prior Year | 3371369 | TotalRevenuePriorYear |
| Total Revenue Current Year | 6818594 | TotalRevenueCurrentYear |
| Grants And Similar Amnts Prior Year | 1359035 | GrantsAndSimilarAmntsPriorYear |
| Grants And Similar Amnts CY | 1145319 | GrantsAndSimilarAmntsCY |
| Benefits Paid To Members Prior Year | 0 | BenefitsPaidToMembersPriorYear |
| Benefits Paid To Members CY | 0 | BenefitsPaidToMembersCY |
| Salaries Etc Prior Year | 1521815 | SalariesEtcPriorYear |
| Salaries Etc Current Year | 2349335 | SalariesEtcCurrentYear |
| Total Prof Fundrsng Exp Prior Year | 138125 | TotalProfFundrsngExpPriorYear |
| Total Prof Fundrsng Exp CY | 49670 | TotalProfFundrsngExpCY |
| Total Fundrsng Exp Current Year | 410907 | TotalFundrsngExpCurrentYear |
| Other Expense Prior Year | 1320346 | OtherExpensePriorYear |
| Other Expenses Current Year | 1416600 | OtherExpensesCurrentYear |
| Total Expenses Prior Year | 4339321 | TotalExpensesPriorYear |
| Total Expenses Current Year | 4960924 | TotalExpensesCurrentYear |
| Revenues Less Expenses Prior Year | -967952 | RevenuesLessExpensesPriorYear |
| Revenues Less Expenses CY | 1857670 | RevenuesLessExpensesCY |
| Total Assets BOY | 6353942 | TotalAssetsBOY |
| Total Assets EOY | 8795747 | TotalAssetsEOY |
| Total Liabilities BOY | 449377 | TotalLiabilitiesBOY |
| Total Liabilities EOY | 656806 | TotalLiabilitiesEOY |
| Net Assets Or Fund Balances BOY | 5904565 | NetAssetsOrFundBalancesBOY |
| Net Assets Or Fund Balances EOY | 8138941 | NetAssetsOrFundBalancesEOY |
| Info In Schedule O Part III | X | InfoInScheduleOPartIII |
| Mission Description | THE OASIS INSTITUTE IS A NATIONAL EDUCATION 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 43 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 PROVIDED SERVICES ANNUALLY THROUGHOUT THE OASIS NETWORK. | MissionDescription |
| Significant New Program Services | 1 | SignificantNewProgramServices |
| Significant Change | 0 | SignificantChange |
| Expense | 2218996 | Expense |
| Grants | 894806 | Grants |
| Revenue | 56291 | Revenue |
| Description | 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. THE CURRICULUM,WHICH IS IMPLEMENTED BY THE SUPPORTING ORGANIZATIONS AS WELL AS NON-SUPPORTING ORGANIZATION CENTERS AND PROGRAM SITES, CONSISTS OF NATIONALLY DEVELOPED PROGRAMS IN THE AREAS OF NUTRITION, EXERCISE, DISEASE MANAGEMENT,SENSORY CHANGES, MENTAL HEALTH, MEMORY AND GENERAL HEALTH PROMOTION, AS WELL AS LOCALLY-OFFERED COURSES. THE HEALTH EDUCATION PROGRAMS HAVE EXPANDED BY OFFERING EVIDENCE-BASED HEALTH PROGRAMS SUCH AS "ACTIVE LIVING EVERY DAY" AND "HEALTHY EATING EVERY DAY", TWO BEHAVIOR-CHANGE CLASSES THAT WERE DEVELOPED THROUGH THE COOPER INSTITUTE AND HUMAN KINETICS; "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 STANFORD UNIVERSITY "CHRONIC DISEASESELF-MANAGEMENT" AND "DIABETES SELF-MANAGEMENT" PROGRAMS; AND "MATTER OF BALANCE: MANAGING CONCERNS ABOUT FALLS" DEVELOPED AT BOSTON UNIVERSITY'S ROYBAL CENTER. 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. IN 2012, MORE THAN 350 VOLUNTEERS INPROVED THEIR LIVES AND THOSE OF MORE THAN 1,500 CHILDREN THROUGH THIS PROGRAM, WHICH IS OFFERED IN 18 CITIES, INCLUDING THREE OF THE SUPPORTING ORGANIZATION CITIES. | Description |
Activity2 Activity2
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | 588476 | Expense |
| Grants | 20730 | Grants |
| Revenue | 47762 | Revenue |
| Description | SEE SCHEDULE OTECHNOLOGY - THE INSTITUTE HAS DEVELOPED A BROAD CURRICULUM TITLEDCONNECTIONS THAT TEACHES OLDER 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 ENTER OR RE-ENTER THE WORKFORCE. THE CURRICULUM IS COMPOSED OF 34 COMPUTER COURSES INCLUDING "MICROSOFT WORD", "EXCEL", "INTRODUCTION TO THE COMPUTER", "INTRODUCTION TO THE INTERNET", "THE COMPLETE JOB SEARCH", "THE FACEBOOK STARTER KIT", "THE TWITTER STARTER KIT" AND "ORGANIZING YOUR EMAIL" TO NAME A FEW. ALL BASIC COURSES ARE TRANSLATED INTO SPANISH. THE SUPPORTING ORGANIZATIONS AND OTHER LOCAL PROGRAM SITES OFFER A WIDE RANGE OF COMPUTER COURSES TO PARTICIPANTS USING THE "CONNECTIONS" CURRICULUM. ADDITIONALLY, THE INSTITUTE 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 ENTER OR RE-ENTER THE WORKFORCE. THIS PROGRAM BEGAN IN 2001 AND CONTINUES TO EXPAND. MORE THAN 50,000 OLDER ADULTS ACROSS THE COUNTRY HAVE TAKEN A "CONNECTIONS" COMPUTER CLASS. | Description |
Activity3 Activity3
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | 742515 | Expense |
| Grants | 212230 | Grants |
| Revenue | 5545 | Revenue |
| Description | SEE SCHEDULE OVOLUNTEER SERVICE - THE INSTITUTE COOPERATES WITH 109 SCHOOL DISTRICTS TO OFFER THE "OASIS INTERGENERATIONAL TUTORING PROGRAM". THIS PROGRAM MATCHES TRAINED VOLUNTEER TUTORS WITH PRIMARY GRADE CHILDREN TO BUILD READING SKILLS, CONFIDENCE AND POSITIVE ATTITUDES TOWARD LEARNING. THE PROGRAM OPERATES IN 25 CITIES AND INVOLVES MORE THAN 5,500 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 INFORMATON AND TRAINING FOR OTHER VOLUNTEER OPPORTUNITES 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 2012, 7,900 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 STORY TELLERS. | Description |
Activity Other ActivityOther
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | 413144 | Expense |
| Grants | 17553 | Grants |
| Revenue | 340302 | Revenue |
| Description | EDUCATION - EXPENSES $413,144 INCLUDING GRANTS OF $17,553. REVENUE $162,522. 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. EXAMPLES OF PROGRAMS INCLUDE SEVERAL FUNDED THROUGH THE NATIONAL ENDOWMENT FOR THE HUMANITIES, THE MOST RECENT A FIVE-COURSE SERIES ON THE IMMIGRANT EXPERIENCE, WHICH WAS DEVELOPED IN 2007 AND HAD PARTICIPATION OF NEARLY 50,000 ACROSS THE COUNTRY. PREVIOUSLY, THE INSTITUTE CO-AUTHORED AN ANTHOLOGY OF 10 ESSAYS BY SCHOLARS ON LEWIS AND CLARK, WHICH WAS USED AS THE TEXT FOR A SIX-COURSE SERIES ON THE LEWIS AND CLARK EXPEDITION. OTHER COURSES INCLUDE "REEMERGING RUSSIA: SEARCH FOR INDENTITY" AND THE "PEOPLES OF RUSSIA AND CHINA." IN 2012, ENROLLMENT ON OASIS EDUCATION CLASSES ACROSS THE COUNTRY EXCEEDED 152,000.NETWORK ADMINISTRATIVE SUPPORT - REVENUE $177,780. | Description |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Of Other Program Service Exp | 413144 | TotalOfOtherProgramServiceExp |
| Total Of Other Program Service Grnt | 17553 | TotalOfOtherProgramServiceGrnt |
| Total Of Other Program Service Rev | 340302 | TotalOfOtherProgramServiceRev |
| Total Program Service Expense | 3963131 | TotalProgramServiceExpense |
| Described In501 C3 | 1 | DescribedIn501C3 |
| Schedule B Required | 1 | ScheduleBRequired |
| Political Activities | 0 | PoliticalActivities |
| Lobbying Activities | 0 | LobbyingActivities |
| Subject To Proxy Tax | 0 | SubjectToProxyTax |
| Donor Advised Funds | 0 | DonorAdvisedFunds |
| Conservation Easements | 0 | ConservationEasements |
| Collections Of Art | 0 | CollectionsOfArt |
| Credit Counseling | 1 | CreditCounseling |
| Term Or Permanent Endowments | 0 | TermOrPermanentEndowments |
| Report Land Bldg Equip | 1 | ReportLandBldgEquip |
| Report Invest Oth Securities | 0 | ReportInvestOthSecurities |
| Report Prog Rel Invest | 0 | ReportProgRelInvest |
| Report Other Assets | 0 | ReportOtherAssets |
| Report Other Liabilities | 1 | ReportOtherLiabilities |
| Report Fin48 Footnote | 0 | ReportFin48Footnote |
| Independent Audit Financial Stmt | 0 | IndependentAuditFinancialStmt |
| Consolidated Audit Financial Stmt | 1 | ConsolidatedAuditFinancialStmt |
| School | 0 | School |
| Foreign Office | 0 | ForeignOffice |
| Foreign Activities | 0 | ForeignActivities |
| More Than5000 K To Organizations | 0 | MoreThan5000KToOrganizations |
| More Than5000 K To Individuals | 0 | MoreThan5000KToIndividuals |
| Professional Fundraising | 1 | ProfessionalFundraising |
| Fundraising Activities | 0 | FundraisingActivities |
| Gaming | 0 | Gaming |
| Hospital | 0 | Hospital |
| Grants To Organizations | 1 | GrantsToOrganizations |
| Grants To Individuals | 0 | GrantsToIndividuals |
| Schedule J Required | 1 | ScheduleJRequired |
| Tax Exempt Bonds | 0 | TaxExemptBonds |
| Excess Benefit Transaction | 0 | ExcessBenefitTransaction |
| Prior Excess Benefit Transaction | 0 | PriorExcessBenefitTransaction |
| Loan To Officer Or DQP | 0 | LoanToOfficerOrDQP |
| Grant To Related Person | 0 | GrantToRelatedPerson |
| Bsnss Rltnshp With Organization | 0 | BsnssRltnshpWithOrganization |
| Bsnss Rltnshp Thru Family Member | 0 | BsnssRltnshpThruFamilyMember |
| Officer Entity With Bsnss Rltnshp | 0 | OfficerEntityWithBsnssRltnshp |
| Deductible Non Cash Contributions | 0 | DeductibleNonCashContributions |
| Deductible Contributions Of Art | 0 | DeductibleContributionsOfArt |
| Terminated | 0 | Terminated |
| Partial Liquidation | 0 | PartialLiquidation |
| Disregarded Entity | 0 | DisregardedEntity |
| Related Entity | 1 | RelatedEntity |
| Related Org Controlled Entity | 0 | RelatedOrgControlledEntity |
| Transfers To Exempt Non Chrtbl Org | 0 | TransfersToExemptNonChrtblOrg |
| Activities Conducted Partnership | 0 | ActivitiesConductedPartnership |
| Schedule O Required | 1 | ScheduleORequired |
| Number Forms Transmitted With1096 | 64 | NumberFormsTransmittedWith1096 |
| Number W2 G Included | 0 | NumberW2GIncluded |
| Compliance With Backup Witholding | 1 | ComplianceWithBackupWitholding |
| Number Of Employees | 0 | NumberOfEmployees |
| Unrelated Business Income | 0 | UnrelatedBusinessIncome |
| Foreign Financial Account | 0 | ForeignFinancialAccount |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTrans |
| Taxable Party Notification | 0 | TaxablePartyNotification |
| Non Deductible Contributions | 0 | NonDeductibleContributions |
| Quid Pro Quo Contributions | 0 | QuidProQuoContributions |
| Form8282 Property Disposed Of | 0 | Form8282PropertyDisposedOf |
| Funds To Pay Premiums | 0 | FundsToPayPremiums |
| Premiums Paid | 0 | PremiumsPaid |
| Indoor Tanning Services | 0 | IndoorTanningServices |
| Info In Schedule O Part VI | X | InfoInScheduleOPartVI |
| Nbr Voting Governing Body Members | 24 | NbrVotingGoverningBodyMembers |
| Number Independent Voting Members | 24 | NumberIndependentVotingMembers |
| Family Or Business Relationship | 1 | FamilyOrBusinessRelationship |
| Delegation Of Management Duties | 1 | DelegationOfManagementDuties |
| Changes To Organizing Docs | 0 | ChangesToOrganizingDocs |
| Material Diversion Or Misuse | 0 | MaterialDiversionOrMisuse |
| Members Or Stockholders | 0 | MembersOrStockholders |
| Election Of Board Members | 0 | ElectionOfBoardMembers |
| Decisions Subject To Approval | 0 | DecisionsSubjectToApproval |
| Minutes Of Governing Body | 1 | MinutesOfGoverningBody |
| Minutes Of Committees | 1 | MinutesOfCommittees |
| Officer Mailing Address | 0 | OfficerMailingAddress |
| Local Chapters | 1 | LocalChapters |
| Policies Reference Chapters | 1 | PoliciesReferenceChapters |
| Form990 Provided To Governing Body | 1 | Form990ProvidedToGoverningBody |
| Conflict Of Interest Policy | 1 | ConflictOfInterestPolicy |
| Annual Disclosure Covered Persons | 1 | AnnualDisclosureCoveredPersons |
| Regular Monitoring Enforcement | 1 | RegularMonitoringEnforcement |
| Whistleblower Policy | 1 | WhistleblowerPolicy |
| Document Retention Policy | 1 | DocumentRetentionPolicy |
| Compensation Process CEO | 1 | CompensationProcessCEO |
| Compensation Process Other | 0 | CompensationProcessOther |
| Investment In Joint Venture | 0 | InvestmentInJointVenture |
| Own Website | X | OwnWebsite |
| Upon Request | X | UponRequest |
The Books Are In Care Of TheBooksAreInCareOf
Name Business NameBusiness
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | DAWN ANDERSON | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Telephone Number | 3148622933 | TelephoneNumber |
Address US AddressUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 7710 CARONDELET AVE STE 125 | AddressLine1 |
| City | ST LOUIS | City |
| State | MO | State |
| ZIP Code | 63105 | ZIPCode |
Form990 Part VII Section A Form990PartVIISectionA (26 entries)
| TitleTitle | Average Hours Per WeekAverageHoursPerWeek | Individual Trustee Or DirectorIndividualTrusteeOrDirector | Reportable Comp From OrganizationReportableCompFromOrganization | Reportable Comp From Related OrgsReportableCompFromRelatedOrgs | Other CompensationOtherCompensation | OfficerOfficer | Average Hours Per Week RelatedAverageHoursPerWeekRelated |
|---|---|---|---|---|---|---|---|
| MARYLEN MANN | |||||||
| DIRECTOR | 1.00 | X | 0 | 0 | 0 | ||
| FRANKLIN A JACOBS | |||||||
| DIRECTOR | 1.00 | X | 0 | 0 | 0 | ||
| FRAN E KAISER MD | |||||||
| DIRECTOR | 1.00 | X | 0 | 0 | 0 | ||
| CINDY BRINKLEY | |||||||
| CHAIRMAN | 1.00 | X | 0 | 0 | 0 | X | |
| CAROLYN W LOSOS | |||||||
| DIRECTOR | 1.00 | X | 0 | 0 | 0 | ||
| STEVEN B MILLER MD | |||||||
| DIRECTOR | 1.00 | X | 0 | 0 | 0 | ||
| DAVID J NEWBURGER | |||||||
| TREASURER | 1.00 | X | 0 | 0 | 0 | X | |
| SAMUEL R NUSSBAUM MD | |||||||
| VICE CHAIRMAN | 1.00 | X | 0 | 0 | 0 | X | |
| MAXINE L ROCKOFF PHD | |||||||
| VICE CHAIRMAN | 1.00 | X | 0 | 0 | 0 | X | |
| SANFORD J ZIMMERMAN | |||||||
| LIFETIME DIRECTOR | 1.00 | X | 0 | 0 | 0 | ||
| SHARON BRANGMAN | |||||||
| DIRECTOR | 1.00 | X | 0 | 0 | 0 | ||
| JO ANN ARNOLD | |||||||
| SECRETARY | 1.00 | X | 0 | 0 | 0 | X | |
| JEFFREY BALIBAN | |||||||
| 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 | ||
| JIM HINTERLONG PHD | |||||||
| DIRECTOR | 1.00 | X | 0 | 0 | 0 | ||
| KARYNE JONES | |||||||
| DIRECTOR | 1.00 | X | 0 | 0 | 0 | ||
| PAUL WAGMAN | |||||||
| DIRECTOR | 1.00 | X | 0 | 0 | 0 | ||
| MATTHEW GEEKIE | |||||||
| DIRECTOR | 1.00 | X | 0 | 0 | 0 | ||
| JAY GREENBERG | |||||||
| DIRECTOR | 1.00 | X | 0 | 0 | 0 | ||
| DEBRA HOLLINGSWORTH | |||||||
| DIRECTOR | 1.00 | X | 0 | 0 | 0 | ||
| DAVID CLARK | |||||||
| DIRECTOR | 1.00 | X | 0 | 0 | 0 | ||
| MARY MASON | |||||||
| DIRECTOR | 1.00 | X | 0 | 0 | 0 | ||
| TONY SALAZAR | |||||||
| DIRECTOR | 1.00 | X | 0 | 0 | 0 | ||
| MARCIA KERZ | |||||||
| PRESIDENT | 45.00 | 175404 | 0 | 32625 | X | 5.00 | |
| DAWN ANDERSON | |||||||
| DIRECTOR OF FINANCE | 45.00 | 85808 | 0 | 15960 | X | 5.00 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | 261212 | TotalReportableCompFromOrg |
| Total Reportable Comp Frm Rltd Orgs | 0 | TotalReportableCompFrmRltdOrgs |
| Total Other Compensation | 48585 | TotalOtherCompensation |
| Number Individuals GT100 K | 1 | NumberIndividualsGT100K |
| Formers Listed | 0 | FormersListed |
| Total Comp GT150 K | 1 | TotalCompGT150K |
| Compensation From Other Sources | 0 | CompensationFromOtherSources |
| Number Of Contractors GT100 K | 0 | NumberOfContractorsGT100K |
| Government Grants | 61036 | GovernmentGrants |
| All Other Contributions | 6248000 | AllOtherContributions |
| Total Contributions | 6309036 | TotalContributions |
Program Service Revenue ProgramServiceRevenue (5 entries)
| DescriptionDescription | Business CodeBusinessCode | Total Revenue ColumnTotalRevenueColumn | Related Or Exempt Function IncomeRelatedOrExemptFunctionIncome |
|---|---|---|---|
| FEES FOR SERVICES | 900099 | 177780 | 177780 |
| EDUCATION | 900099 | 162522 | 162522 |
| HEALTH | 900099 | 56291 | 56291 |
| TECHNOLOGY CURRICULUM FEES | 900099 | 47762 | 47762 |
| VOLUNTEER SERVICES | 900099 | 5545 | 5545 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | 449900 | TotalProgramServiceRevenue |
Investment Income InvestmentIncome
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 66964 | TotalRevenueColumn |
| Exclusion | $66,964 | ExclusionAmount |
Gross Amount Sales Assets GrossAmountSalesAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | 1249000 | Securities |
Less Cost Oth Basis Sales Expenses LessCostOthBasisSalesExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | 1256453 | Securities |
Gain Or Loss GainOrLoss
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | -7453 | Securities |
Net Gain Or Loss Investments NetGainOrLossInvestments
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | -7453 | TotalRevenueColumn |
| Exclusion | -$7,453 | ExclusionAmount |
Other Revenue Misc OtherRevenueMisc
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description | OTHER INCOME | Description |
| Business Code | 900099 | BusinessCode |
| Total Revenue Column | 147 | TotalRevenueColumn |
| Exclusion | $147 | ExclusionAmount |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Other Revenue | 147 | TotalOtherRevenue |
Total Revenue TotalRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 6818594 | TotalRevenueColumn |
| Related Or Exempt Function Income | 449900 | RelatedOrExemptFunctionIncome |
| Unrelated Business Revenue | 0 | UnrelatedBusinessRevenue |
| Exclusion | $59,658 | ExclusionAmount |
Grants To Domestic Orgs GrantsToDomesticOrgs
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 1145319 | Total |
| Program Services | 1145319 | ProgramServices |
Comp Current Officers Directors CompCurrentOfficersDirectors
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 309797 | Total |
| Program Services | 216858 | ProgramServices |
| Management And General | 40893 | ManagementAndGeneral |
| Fundraising | 52046 | Fundraising |
Other Salaries And Wages OtherSalariesAndWages
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 1607104 | Total |
| Program Services | 1125149 | ProgramServices |
| Management And General | 279340 | ManagementAndGeneral |
| Fundraising | 202615 | Fundraising |
Other Employee Benefits OtherEmployeeBenefits
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 298964 | Total |
| Program Services | 278069 | ProgramServices |
| Management And General | 13453 | ManagementAndGeneral |
| Fundraising | 7442 | Fundraising |
Payroll Taxes PayrollTaxes
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 133470 | Total |
| Program Services | 119475 | ProgramServices |
| Management And General | 7843 | ManagementAndGeneral |
| Fundraising | 6152 | Fundraising |
Fees For Services Legal FeesForServicesLegal
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 22855 | Total |
| Management And General | 22855 | ManagementAndGeneral |
Fees For Services Accounting FeesForServicesAccounting
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 62400 | Total |
| Management And General | 62400 | ManagementAndGeneral |
Fees For Services Prof Fundraising FeesForServicesProfFundraising
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 49670 | Total |
| Fundraising | 49670 | Fundraising |
Fees For Services Other FeesForServicesOther
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 294337 | Total |
| Program Services | 271493 | ProgramServices |
| Management And General | 22844 | ManagementAndGeneral |
Office Expenses OfficeExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 37743 | Total |
| Program Services | 33771 | ProgramServices |
| Management And General | 2914 | ManagementAndGeneral |
| Fundraising | 1058 | Fundraising |
Occupancy Occupancy
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 204428 | Total |
| Program Services | 139644 | ProgramServices |
| Management And General | 47042 | ManagementAndGeneral |
| Fundraising | 17742 | Fundraising |
Travel Travel
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 83158 | Total |
| Program Services | 62243 | ProgramServices |
| Management And General | 14822 | ManagementAndGeneral |
| Fundraising | 6093 | Fundraising |
Conferences Meetings ConferencesMeetings
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 23893 | Total |
| Program Services | 20125 | ProgramServices |
| Management And General | 2662 | ManagementAndGeneral |
| Fundraising | 1106 | Fundraising |
Depreciation Depletion DepreciationDepletion
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 77316 | Total |
| Program Services | 54128 | ProgramServices |
| Management And General | 12987 | ManagementAndGeneral |
| Fundraising | 10201 | Fundraising |
Insurance Insurance
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 4418 | Total |
| Management And General | 4418 | ManagementAndGeneral |
Other Expenses OtherExpenses (4 entries)
| DescriptionDescription | TotalTotal | Program ServicesProgramServices | Management And GeneralManagementAndGeneral | FundraisingFundraising |
|---|---|---|---|---|
| PRINTING | 157394 | 148135 | 5411 | 3848 |
| SUPPLIES | 111135 | 106573 | 3277 | 1285 |
| INSTRUCTORS | 85951 | 85951 | ||
| PROGRAM MATERIALS | 57773 | 57773 |
All Other Expenses AllOtherExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 193799 | Total |
| Program Services | 98425 | ProgramServices |
| Management And General | 43725 | ManagementAndGeneral |
| Fundraising | 51649 | Fundraising |
Total Functional Expenses TotalFunctionalExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 4960924 | Total |
| Program Services | 3963131 | ProgramServices |
| Management And General | 586886 | ManagementAndGeneral |
| Fundraising | 410907 | Fundraising |
Cash Non Interest Bearing CashNonInterestBearing
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 796380 | BOY |
| EOY | 1221177 | EOY |
Savings And Temp Cash Investments SavingsAndTempCashInvestments
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 2186483 | BOY |
| EOY | 152258 | EOY |
Pledges And Grants Receivable PledgesAndGrantsReceivable
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 1931462 | BOY |
| EOY | 4874707 | EOY |
Prepaid Expenses Deferred Charges PrepaidExpensesDeferredCharges
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 20895 | BOY |
| EOY | 22373 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Buildings Equipment Basis | 751765 | LandBuildingsEquipmentBasis |
| Land Bldg Equipment Accum Deprec | 635895 | LandBldgEquipmentAccumDeprec |
Land Buildings Equipment Basis Net LandBuildingsEquipmentBasisNet
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 118422 | BOY |
| EOY | 115870 | EOY |
Investments Pub Traded Securities InvestmentsPubTradedSecurities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 1300300 | BOY |
| EOY | 2348421 | EOY |
Other Assets Total OtherAssetsTotal
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 0 | BOY |
| EOY | 60941 | EOY |
Total Assets TotalAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 6353942 | BOY |
| EOY | 8795747 | EOY |
Accounts Payable Accrued Expenses AccountsPayableAccruedExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 219887 | BOY |
| EOY | 73600 | EOY |
Other Liabilities OtherLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 229490 | BOY |
| EOY | 583206 | EOY |
Total Liabilities TotalLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 449377 | BOY |
| EOY | 656806 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Follow SFAS117 | X | FollowSFAS117 |
Unrestricted Net Assets UnrestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 3242162 | BOY |
| EOY | 3026628 | EOY |
Temporarily Restricted Net Assets TemporarilyRestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 2662403 | BOY |
| EOY | 5112313 | EOY |
Total Net Assets Fund Balances TotalNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 5904565 | BOY |
| EOY | 8138941 | EOY |
Total Liab Net Assets Fund Balances TotalLiabNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 6353942 | BOY |
| EOY | 8795747 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part XI | X | InfoInScheduleOPartXI |
| Reconcilation Revenue Expenses | 1857670 | ReconcilationRevenueExpenses |
| Reconciliation Unrealized Invest | 98975 | ReconciliationUnrealizedInvest |
| Reconcilation Other Changes | 277731 | ReconcilationOtherChanges |
| Method Of Accounting Accrual | X | MethodOfAccountingAccrual |
| Accountant Compile Or Review | 0 | AccountantCompileOrReview |
| FS Audited | 1 | FSAudited |
FS Audited Basis FSAuditedBasis
| Field | Value | IRS element (for citing) |
|---|---|---|
| Financial Statement Consolidated | X | FinancialStatementConsolidated |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Audit Committee | 1 | AuditCommittee |
| Federal Grant Audit Required | 0 | FederalGrantAuditRequired |
Schedule A IRS990ScheduleA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Publicly Supported Org170b1 Avi | X | PubliclySupportedOrg170b1Avi |
Gifts Grants Contrib Received170 GiftsGrantsContribReceived170
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 6371301 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 2644825 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 5289215 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 3041005 | CurrentTaxYearMinus1Year |
| Current Tax Year | 6309036 | CurrentTaxYear |
| Total | 23655382 | Total |
Total170 Total170
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 6371301 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 2644825 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 5289215 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 3041005 | CurrentTaxYearMinus1Year |
| Current Tax Year | 6309036 | CurrentTaxYear |
| Total | 23655382 | Total |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Amounts Subst Contributors Total | 15863899 | AmountsSubstContributorsTotal |
| Public Support Total170 | 7791483 | PublicSupportTotal170 |
Gross Investment Income170 GrossInvestmentIncome170
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 81744 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 63848 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 45414 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 50172 | CurrentTaxYearMinus1Year |
| Current Tax Year | 66964 | CurrentTaxYear |
| Total | 308142 | Total |
Other Income170 OtherIncome170
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus2 Years | 4048 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 2663 | CurrentTaxYearMinus1Year |
| Current Tax Year | 147 | CurrentTaxYear |
| Total | 6858 | Total |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Support | 23970382 | TotalSupport |
| Gross Receipts From Admissions Etc | 1093433 | GrossReceiptsFromAdmissionsEtc |
| Public Support Pertcentage170 | 0.32500 | PublicSupportPertcentage170 |
| Public Support Pertcent Prior Year | 0.30220 | PublicSupportPertcentPriorYear |
| Ten Percent Test Current Year | X | TenPercentTestCurrentYear |
| Facts And Circumstances Test | OASIS IS A NATIONAL EDUCATION ORGANIZATION DEDICATED TO ENRICHING THE LIVES OF ADULTS AGE 50 AND OLDER THROUGH LIFELONG LEARNING AND SERVICE. THE OASIS INSTITUTE SUPPORTS A NATIONAL NETWORK OF OASIS PROGRAMS IN 43 CITIES, WHICH OPERATE INDEPENDENTLY. THE INSTITUTE RECEIVES FUNDING THAT IS ALLOCATED AND DISTRIBUTED TO THE PROGRAMS IN SUPPORT OF THEIR LOCAL EFFORTS. THE INSTITUTE ALSO ESTABLISHES OPERATING AND PROGRAM STANDARDS, REQUIRES ANNUAL PLANNING AND PROGRAM ASSESSMENTS, PROVIDES TRAINING AND DEVELOPS CURRICULUM. IN 2008, THE INSTITUTE BEGAN IMPLEMENTATION OF A FIVE-YEAR BUSINESS PLAN DESIGNED TO INCREASE AND DIVERSIFY PARTICIPATION THROUGHOUT THE OASIS PROGRAMS, INCREASE FINANCIAL SUSTAINABILITY FOR ALL LOCATIONS AND INCREASE RECOGNITION OF OASIS AS AN INNOVATOR IN THE FIELD OF AGING. UNDER THE DIRECTION OF THE INSTITUTE, OASIS PROGRAMS IN EACH CITY COLLABORATE WITH LOCAL SPONSORS, INCLUDING HEALTHCARE PROVIDERS, NONPROFIT AGENCIES, DEPARTMENT STORES, BANKS AND BUSINESSES, AS WELL AS FOUNDATIONS AND INDIVIDUALS TO OFFER THE PROGRAMS DESIGNED BY THE INSTITUTE. IN ADDITION TO THE LOCAL SUPPORT GENERATED BY SUPPORTING ORGANIZATIONS, THE OASIS INSTITUTE IS NATIONALLY SPONSORED BY THE MACY'S FOUNDATION, BJC HEALTHCARE, AND THE AT&T FOUNDATION, AMONG OTHERS, WHICH PROVIDE FUNDING TO BE ALLOCATED IN SUPPORT OF LOCAL PROGRAMS. BY VIRTUE OF THE PURPOSE AND NATURE OF ITS ACTIVITIES, THE OASIS INSTITUTE QUALIFIES AS A PUBLIC CHARITY. | FactsAndCircumstancesTest |
Schedule B IRS990ScheduleB
Contributor Info ContributorInfo
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor Number | RESTRICTED | ContributorNumber |
Contributor Name Business ContributorNameBusiness
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | RESTRICTED | BusinessNameLine1 |
Contributor Address US ContributorAddressUS
| 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) |
|---|---|---|
| Aggregate Contributions | RESTRICTED | AggregateContributions |
Schedule D IRS990ScheduleD
| Field | Value | IRS element (for citing) |
|---|---|---|
| Agent Trustee Etc | 0 | AgentTrusteeEtc |
| Included On FS | 0 | IncludedOnFS |
Equipment Equipment
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 647946 | OtherCostOrOtherBasis |
| Depreciation | 558236 | Depreciation |
| Book Value | 89710 | BookValue |
Other Land Buildings OtherLandBuildings
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 103819 | OtherCostOrOtherBasis |
| Depreciation | 77659 | Depreciation |
| Book Value | 26160 | BookValue |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Of Book Value Land Buildings | 115870 | TotalOfBookValueLandBuildings |
Other Liabilities OtherLiabilities (3 entries)
| DescriptionDescription | AmountAmount |
|---|---|
| DUE TO BJH | $393,780 |
| OBLIGATION UNDER CAPITAL LEASE | $6,832 |
| DUE TO OASIS PROGRAMS | $182,594 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Of Amounts | 583206 | TotalOfAmounts |
| Tot Revenue Etc Audited Fincl Stmt | 7108000 | TotRevenueEtcAuditedFinclStmt |
| Net Unrealized Gains Investments | 98975 | NetUnrealizedGainsInvestments |
| Donated Srvc And Use Of Facilities | 190431 | DonatedSrvcAndUseOfFacilities |
| Revenue Not Rptd F990 | 289406 | RevenueNotRptdF990 |
| Revenue Subtotal | 6818594 | RevenueSubtotal |
| Revenue Not Rptd On Fin Stmt | 0 | RevenueNotRptdOnFinStmt |
| Total Revenue Per Form990 | 6818594 | TotalRevenuePerForm990 |
| Tot Expenses Etc Audited Fincl Stmt | 5151355 | TotExpensesEtcAuditedFinclStmt |
| Donated Services Use Of Facilities | 190431 | DonatedServicesUseOfFacilities |
| Expenses Not Rptd F990 | 190431 | ExpensesNotRptdF990 |
| Expenses Subtotal | 4960924 | ExpensesSubtotal |
| Expenses Not Rptd On Fin Stmt | 0 | ExpensesNotRptdOnFinStmt |
| Total Expenses Per Form990 | 4960924 | TotalExpensesPerForm990 |
Form990 Schedule D Part XIII Form990ScheduleDPartXIII
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Reference | PART IV, LINE 1B: | ReturnReference |
| 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 INSTITUE ACT AS CUSTODIAN OF CERTAIN FUNDS AND MAKE DISBURSEMENTS FROM THESE FUNDS ON BEHALF OF THE OTHER ENTITY. | Explanation |
Schedule G IRS990ScheduleG
| Field | Value | IRS element (for citing) |
|---|---|---|
| Mail Solicitations | X | MailSolicitations |
| Email Solicitations | X | EmailSolicitations |
| Phone Solicitations | X | PhoneSolicitations |
| In Person Solicitations | X | InPersonSolicitations |
| Solicitation Of Non Govt Grants | X | SolicitationOfNonGovtGrants |
| Solicitation Of Govt Grants | X | SolicitationOfGovtGrants |
| Agreement Ref Fundraising | 1 | AgreementRefFundraising |
Fundraiser Activity Information FundraiserActivityInformation
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Of Individual | CHANGING OUR WORLD | NameOfIndividual |
Address US AddressUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 220 EAST 42ND STREET 7TH FLOOR | AddressLine1 |
| City | NEW YORK | City |
| State | NY | State |
| ZIP Code | 10017 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Activity | CORPORATE FUNDRAISING CONSULTING | Activity |
| Fundraiser Control Of Funds | 0 | FundraiserControlOfFunds |
| Gross Receipts | 488484 | GrossReceipts |
| Amount Retained By Contractor | 38250 | AmountRetainedByContractor |
| Net To Organization | 450234 | NetToOrganization |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Gross Receipts | 488484 | TotalGrossReceipts |
| Total Retained By Contractors | 38250 | TotalRetainedByContractors |
| Total Net To Organization | 450234 | TotalNetToOrganization |
| Licensed States | AZ | LicensedStates |
| Licensed States | CA | LicensedStates |
| Licensed States | DC | LicensedStates |
| Licensed States | IL | LicensedStates |
| Licensed States | MD | LicensedStates |
| Licensed States | MO | LicensedStates |
| Licensed States | NM | LicensedStates |
| Licensed States | NY | LicensedStates |
| Licensed States | OH | LicensedStates |
| Licensed States | OR | LicensedStates |
| Licensed States | PA | LicensedStates |
Schedule I IRS990ScheduleI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Records Maintained | 1 | RecordsMaintained |
Recipient Table RecipientTable (27 entries)
| Address Line1AddressUS/AddressLine1 | CityAddressUS/City | StateAddressUS/State | ZIP CodeAddressUS/ZIPCode | EIN Of RecipientEINOfRecipient | IRC SectionIRCSection | Amount Of Cash GrantAmountOfCashGrant | Purpose Of GrantPurposeOfGrant |
|---|---|---|---|---|---|---|---|
| OASIS - PACIFIC REGION | |||||||
| 3818 CRENSHAW BLVD A923 | LOS ANGELES | CA | 90008 | 134242159 | 501(C)(3) | 146195 | OASIS PROGRAMS |
| OASIS - SAN DIEGO | |||||||
| 1702 CAMINO DEL RIO NORTH 3RD FLOOR | SAN DIEGO | CA | 92108 | 300403895 | 501(C)(3) | 112781 | OASIS PROGRAMS |
| OASIS - INDIANAPOLIS | |||||||
| 10800 EAST WASHINGTON STREET | INDIANAPOLIS | IN | 46229 | 272392510 | 501(C)(3) | 104872 | OASIS PROGRAMS |
| SACRED HEART MEDICAL CENTER FOUNDATION (PEACEHEALTH OREGON REGION) | |||||||
| PO BOX 10905 | EUGENE | OR | 97440 | 936026548 | 501(C)(3) | 61214 | OASIS PROGRAMS |
| CITY OF MADISON SENIOR CENTER | |||||||
| 330 WEST MIFFLIN STREET | MADISON | WI | 53703 | 396005507 | GOVERNMENTAL | 58000 | OASIS PROGRAMS |
| ATLANTA REGIONAL COMMISSION | |||||||
| 40 COURTLAND STREET NE | ATLANTA | GA | 30303 | 586002324 | GOVERNMENTAL | 52164 | OASIS PROGRAMS |
| VIRGINIA COMMONWEALTH UNIVERSITY | |||||||
| PO BOX 843039 | RICHMOND | VA | 23284 | 546001758 | GOVERNMENTAL | 43185 | OASIS PROGRAMS |
| BJC BEHAVIORAL HEALTH | |||||||
| 1430 OLIVE STREET SUITE 400 | ST LOUIS | MO | 63103 | 431610561 | 501(C)(3) | 45686 | OASIS PROGRAMS |
| BRONX HOUSE | |||||||
| 990 PELHAM PARKWAY SOUTH | BRONX | NY | 10461 | 131739935 | 501(C)(3) | 44385 | OASIS PROGRAMS |
| CATHOLIC CHARITIES OF SOUTHERN NEVADA | |||||||
| 1501 VEGAS BLVD N | LAS VEGAS | NV | 89101 | 880059425 | 501(C)(3) | 36500 | OASIS PROGRAMS |
| SOUTHERN MAINE AGENCY OF AGING | |||||||
| 136 US ROUTE ONE | SCARBOROUGH | ME | 04074 | 010360259 | 501(C)(3) | 36254 | OASIS PROGRAMS |
| OASIS - TUCSON | |||||||
| 2099 EAST RIVER ROAD | TUCSON | AZ | 85718 | 262952416 | 501(C)(3) | 35734 | OASIS PROGRAMS |
| ELDERSERVE INC | |||||||
| 411 E MUHAMMAD ALI BLVD | LOUISVILLE | KY | 40202 | 616024140 | 501(C)(3) | 34387 | OASIS PROGRAMS |
| COMMUNITY RENEWAL TEAM INC | |||||||
| 90 RETREAT AVE | HARTFORD | CT | 06106 | 060795640 | 501(C)(3) | 32933 | OASIS PROGRAMS |
| SENIOR SERVICES OF ALBANY | |||||||
| 32 ESSEX STREET | ALBANY | NY | 12206 | 141392442 | 501(C)(3) | 32541 | OASIS PROGRAMS |
| SOUTHERN NEW HAMPSHIRE SERVICES | |||||||
| 40 PINE STREET | MANCHESTER | NH | 03103 | 020268285 | 501(C)(3) | 32530 | OASIS PROGRAMS |
| FAIRHILL PARTNERS | |||||||
| 12200 FAIRHILL RD | CLEVELAND | OH | 44120 | 341549927 | 501(C)(3) | 32028 | OASIS PROGRAMS |
| SENIORS' RESOURCE CENTER | |||||||
| 3227 CHASE STREET | DENVER | CO | 80212 | 840877538 | 501(C)(3) | 27994 | OASIS PROGRAMS |
| PARKLAND HEALTH CENTER | |||||||
| 1101 WEST LIBERTY STREET | FARMINGTON | MO | 63640 | 431332368 | 501(C)(3) | 25499 | OASIS PROGRAMS |
| OASIS - ALBUQUERQUE | |||||||
| 6600 MENAUL NE | ALBUQUERQUE | NM | 87110 | 320081580 | 501(C)(3) | 21124 | OASIS PROGRAMS |
| OASIS - WASHINGTON METRO | |||||||
| 7125 DEMOCRACY BLVD | BETHESDA | MD | 20817 | 520610545 | 501(C)(3) | 19500 | OASIS PROGRAMS |
| OASIS - PITTSBURGH | |||||||
| 400 FIFTH AVENUE MACYS 6TH FLOOR | PITTSBURGH | PA | 15219 | 271511359 | 501(C)(3) | 19000 | OASIS PROGRAMS |
| BIG BROTHERS BIG SISTERS OF LANE COUNTY | |||||||
| 72 C CENTENNAL LOOP SUITE 100 | EUGENE | OR | 97401 | 943143502 | 501(C)(3) | 14000 | OASIS PROGRAMS |
| OASIS - SYRACUSE | |||||||
| 6333 STATE ROUTE 298 | EAST SYRACUSE | NY | 13057 | 146013200 | 501(C)(3) | 11754 | OASIS PROGRAMS |
| OASIS - SAN ANTONIO | |||||||
| PO BOX 291010 | SAN ANTONIO | TX | 78229 | 262243879 | 501(C)(3) | 9104 | OASIS PROGRAMS |
| LIFETIME CARE OASIS | |||||||
| 259 MONROE AVE | ROCHESTER | NY | 14607 | 160844109 | 501(C)(3) | 5500 | OASIS PROGRAMS |
| OASIS - CHICAGO | |||||||
| 1777 WINNETKA ROAD | NORTHFIELD | IL | 60093 | 362366074 | 501(C)(3) | 5500 | OASIS PROGRAMS |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Nbr Of501 C3 And Govt Grants | 27 | TotalNbrOf501C3AndGovtGrants |
| Total Nbr Of Other Organizations | 0 | TotalNbrOfOtherOrganizations |
Form990 Schedule I Part IV Form990ScheduleIPartIV
| Field | Value | IRS element (for citing) |
|---|---|---|
| Identifier | PROCEDURE FOR MONITORING GRANTS IN THE U.S.: | Identifier |
| Return Reference | PART I, LINE 2: | ReturnReference |
| Explanation | SCHEDULE I, 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. | Explanation |
Schedule J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| Compensation Committee | X | CompensationCommittee |
| Form990 Of Other Organizations | X | Form990OfOtherOrganizations |
| Board Or Committee Approval | X | BoardOrCommitteeApproval |
| Severance Payment | 0 | SeverancePayment |
| Supplemental Nonqual Retire Plan | 0 | SupplementalNonqualRetirePlan |
| Equity Based Comp Arrangement | 0 | EquityBasedCompArrangement |
| Comp Based On Revenue Of Filing Org | 0 | CompBasedOnRevenueOfFilingOrg |
| Comp Based On Revenue Related Orgs | 0 | CompBasedOnRevenueRelatedOrgs |
| Comp Based Net Earnings Filing Org | 0 | CompBasedNetEarningsFilingOrg |
| Comp Based Net Earnings Relate Orgs | 0 | CompBasedNetEarningsRelateOrgs |
| Any Non Fixed Payments | 0 | AnyNonFixedPayments |
| Initial Contract Exception | 0 | InitialContractException |
Form990 Schedule J Part II Form990ScheduleJPartII
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Person | MARCIA KERZ | NamePerson |
| Title | PRESIDENT | Title |
| Base Compensation Filing Org | 175404 | BaseCompensationFilingOrg |
| Comp Based On Related Orgs | 0 | CompBasedOnRelatedOrgs |
| Bonus Filing Org | 0 | BonusFilingOrg |
| Bonus Related Orgs | 0 | BonusRelatedOrgs |
| Other Compensation Filing Org | 0 | OtherCompensationFilingOrg |
| Other Compensation Related Orgs | 0 | OtherCompensationRelatedOrgs |
| Deferred Comp Filing Org | 0 | DeferredCompFilingOrg |
| Deferred Comp Related Orgs | 0 | DeferredCompRelatedOrgs |
| Nontaxable Benefits Filing Org | 32625 | NontaxableBenefitsFilingOrg |
| Nontaxable Benefits Related Orgs | 0 | NontaxableBenefitsRelatedOrgs |
| Total Compensation Filing Org | 208029 | TotalCompensationFilingOrg |
| Total Compensation Related Orgs | 0 | TotalCompensationRelatedOrgs |
| Comp Report Prior990 Filing Org | 0 | CompReportPrior990FilingOrg |
| Comp Report Prior990 Related Orgs | 0 | CompReportPrior990RelatedOrgs |
Schedule O IRS990ScheduleO
General Explanation GeneralExplanation (8 entries)
| IdentifierIdentifier | Return ReferenceReturnReference | ExplanationExplanation |
|---|---|---|
| NEW PROGRAM SERVICES | FORM 990, PART III, LINE 2 | THE OASIS INSTITUTE ACQUIRED THE NET ASSETS AND OPERATIONS OF THE ST. LOUIS OLDER ADULT ENRICHMENT PROGRAM (A SUPPORTING ORGANIZATION OF THE OASIS INSTITUTE) WHEN THE TWO ORGANIZATIONS MERGED ON JANUARY 1, 2012. |
| 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 ORGANIZATIONS'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 EXECUTIVE DIRECTOR AND PROVIDES THAT INFORMATION TO THE COMPENSATION COMMITTE 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 EXECUTIVE DIRECTOR. 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 EXECUTIVE DIRECTOR AND DIRECTOR OF FINANCE AND ADMINISTRATION. BECAUSE ALL EMPLOYEES ARE LEASED FROM BARNES JEWISH HOSPITAL, BARNES JEWISH 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. | |
| 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. | |
| CHANGES IN NET ASSETS OR FUND BALANCES: | FORM 990, PART XI, LINE 9: | MERGER WITH ST LOUIS OLDER ADULT ENRICHMENT PROGRAM 277,731. |
Schedule R IRS990ScheduleR
Form990 Schedule R Part II Form990ScheduleRPartII (9 entries)
| Address Line1AddressUS/AddressLine1 | CityAddressUS/City | StateAddressUS/State | ZIP CodeAddressUS/ZIPCode | EINEIN | Primary ActivitiesPrimaryActivities | Legal Domicile StateLegalDomicileState | Exempt Code SectionExemptCodeSection | Public Charity StatusPublicCharityStatus | Business Name Line1DirectControllingEntityName/BusinessNameLine1 | Controlled OrgControlledOrg |
|---|---|---|---|---|---|---|---|---|---|---|
| ALBUQUERQUE OASIS | ||||||||||
| 6600 MENAUL NE | ALBUQUERQUE | NM | 87110 | 320081580 | OASIS PROGRAM | NM | 501(C)(3) | LINE 11A, I | INSTITUTE | 0 |
| HOUSTON OASIS | ||||||||||
| 7710 CARONDELET AVE STE 125 | ST LOUIS | MO | 63105 | 134258815 | OASIS PROGRAM | TX | 501(C)(3) | LINE 11A, I | INSTITUTE | 0 |
| PACIFIC REGION OASIS | ||||||||||
| PO BOX 506 | LAKEWOOD | CA | 90712 | 134242159 | OASIS PROGRAM | CA | 501(C)(3) | LINE 11A, I | INSTITUTE | 0 |
| TUCSON OASIS | ||||||||||
| 2099 EAST RIVER ROAD | TUCSON | AZ | 85718 | 262952416 | OASIS PROGRAM | AZ | 501(C)(3) | LINE 11A, I | INSTITUTE | 0 |
| SAN DIEGO OASIS | ||||||||||
| 1702 CAMINO DEL RIO NORTH | SAN DIEGO | CA | 92108 | 300403895 | OASIS PROGRAM | CA | 501(C)(3) | LINE 11A, I | INSTITUTE | 0 |
| SAN ANTONIO OASIS | ||||||||||
| 6161 NORTHWEST LOOP 410 | SAN ANTONIO | TX | 78238 | 262243879 | OASIS PROGRAM | TX | 501(C)(3) | LINE 11A, I | INSTITUTE | 0 |
| INDIANAPOLIS OASIS | ||||||||||
| 10800 EAST WASHINGTON STREET | INDIANAPOLIS | IN | 46229 | 272392510 | OASIS PROGRAM | IN | 501(C)(3) | LINE 11A, I | INSTITUTE | 0 |
| PITTSBURGH OASIS | ||||||||||
| 110TH FLOOR 400 FIFTH STREET | PITTSBURGH | PA | 15219 | 271511359 | OASIS PROGRAM | PA | 501(C)(3) | LINE 11A, I | INSTITUTE | 0 |
| NORTHWEST REGIONAL OASIS | ||||||||||
| 7710 CARONDELET AVE STE 125 | ST LOUIS | MO | 63105 | 273182388 | OASIS PROGRAM | OR | 501(C)(3) | LINE 11A, I | INSTITUTE | 0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Receipt Of Int Ann Rents Royalties | 0 | ReceiptOfIntAnnRentsRoyalties |
| Gift Grant Or Cap Contr To Other Org | 1 | GiftGrantOrCapContrToOtherOrg |
| Gift Grant Or Cap Contr Fr Other Org | 0 | GiftGrantOrCapContrFrOtherOrg |
| Loans Or Guarantees To Other Org | 0 | LoansOrGuaranteesToOtherOrg |
| Loans Or Guarantees From Other Org | 0 | LoansOrGuaranteesFromOtherOrg |
| Dividends Related Organization | 0 | DividendsRelatedOrganization |
| Sale Of Assets To Other Org | 0 | SaleOfAssetsToOtherOrg |
| Purchase Of Assets From Other Org | 0 | PurchaseOfAssetsFromOtherOrg |
| Exchange Of Assets | 0 | ExchangeOfAssets |
| Rental Of Facilities To Other Orgs | 0 | RentalOfFacilitiesToOtherOrgs |
| Rental Of Facilities Fr Other Orgs | 0 | RentalOfFacilitiesFrOtherOrgs |
| Perform Of Services For Other Orgs | 1 | PerformOfServicesForOtherOrgs |
| Perform Of Services By Other Orgs | 0 | PerformOfServicesByOtherOrgs |
| Sharing Of Facilities | 0 | SharingOfFacilities |
| Sharing Of Paid Employees | 0 | SharingOfPaidEmployees |
| Reimbursement Paid To Other Org | 0 | ReimbursementPaidToOtherOrg |
| Reimbursement Paid By Other Org | 1 | ReimbursementPaidByOtherOrg |
| Other Transfer To Other Org | 0 | OtherTransferToOtherOrg |
| Other Transfer From Other Org | 0 | OtherTransferFromOtherOrg |