2013-11-14T15:44:05-06:00 2012-12-31 430765316 RUBINBROWN LLP ONE NORTH BRENTWOOD SAINT LOUIS MO 63105 990 2012-01-01 431830354 THE OASIS INSTITUTE OASI 3148622933 7710 CARONDELET AVENUE NO 125 ST LOUIS MO 63105 MARCIA KERZ 3148622933 2013-11-14 1 P00325547 3142903300 2012 2016-02-25 16:41:14Z MARCIA KERZ 7710 CARONDELET AVE STE 125 ST LOUIS MO 63105 8075047 0 3791 X WWW.OASISNET.ORG X 1982 MO 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. 24 24 0 2615 0 0 3041005 6309036 277529 449900 50172 59511 2663 147 3371369 6818594 1359035 1145319 0 0 1521815 2349335 138125 49670 410907 1320346 1416600 4339321 4960924 -967952 1857670 6353942 8795747 449377 656806 5904565 8138941 X 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. 1 0 2218996 894806 56291 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. 588476 20730 47762 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. 742515 212230 5545 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. 413144 17553 340302 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. 413144 17553 340302 3963131 1 1 0 0 0 0 0 0 1 0 1 0 0 0 1 0 0 1 0 0 0 0 0 1 0 0 0 1 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 1 64 0 1 0 0 0 0 0 0 0 0 0 0 0 X 24 24 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 7710 CARONDELET AVE STE 125 ST LOUIS MO 63105 MARYLEN MANN 1.00 X 0 0 0 FRANKLIN A JACOBS 1.00 X 0 0 0 FRAN E KAISER MD 1.00 X 0 0 0 CINDY BRINKLEY 1.00 X X 0 0 0 CAROLYN W LOSOS 1.00 X 0 0 0 STEVEN B MILLER MD 1.00 X 0 0 0 DAVID J NEWBURGER 1.00 X X 0 0 0 SAMUEL R NUSSBAUM MD 1.00 X X 0 0 0 MAXINE L ROCKOFF PHD 1.00 X X 0 0 0 SANFORD J ZIMMERMAN 1.00 X 0 0 0 SHARON BRANGMAN 1.00 X 0 0 0 JO ANN ARNOLD 1.00 X X 0 0 0 JEFFREY BALIBAN 1.00 X 0 0 0 JOHN P LYNCH MD 1.00 X 0 0 0 EDWARD LAWLOR PHD 1.00 X 0 0 0 JIM HINTERLONG PHD 1.00 X 0 0 0 KARYNE JONES 1.00 X 0 0 0 PAUL WAGMAN 1.00 X 0 0 0 MATTHEW GEEKIE 1.00 X 0 0 0 JAY GREENBERG 1.00 X 0 0 0 DEBRA HOLLINGSWORTH 1.00 X 0 0 0 DAVID CLARK 1.00 X 0 0 0 MARY MASON 1.00 X 0 0 0 TONY SALAZAR 1.00 X 0 0 0 MARCIA KERZ 45.00 5.00 X 175404 0 32625 DAWN ANDERSON 45.00 5.00 X 85808 0 15960 261212 0 48585 1 0 1 0 0 61036 6248000 6309036 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 449900 66964 66964 1249000 1256453 -7453 -7453 -7453 OTHER INCOME 900099 147 147 147 6818594 449900 0 59658 1145319 1145319 309797 216858 40893 52046 1607104 1125149 279340 202615 298964 278069 13453 7442 133470 119475 7843 6152 22855 22855 62400 62400 49670 49670 294337 271493 22844 37743 33771 2914 1058 204428 139644 47042 17742 83158 62243 14822 6093 23893 20125 2662 1106 77316 54128 12987 10201 4418 4418 PRINTING 157394 148135 5411 3848 SUPPLIES 111135 106573 3277 1285 INSTRUCTORS 85951 85951 PROGRAM MATERIALS 57773 57773 193799 98425 43725 51649 4960924 3963131 586886 410907 796380 1221177 2186483 152258 1931462 4874707 20895 22373 751765 635895 118422 115870 1300300 2348421 0 60941 6353942 8795747 219887 73600 229490 583206 449377 656806 X 3242162 3026628 2662403 5112313 5904565 8138941 6353942 8795747 X 1857670 98975 277731 X 0 1 X 1 0 X 6371301 2644825 5289215 3041005 6309036 23655382 6371301 2644825 5289215 3041005 6309036 23655382 15863899 7791483 81744 63848 45414 50172 66964 308142 4048 2663 147 6858 23970382 1093433 0.32500 0.30220 X 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. RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 0 0 647946 558236 89710 103819 77659 26160 115870 DUE TO BJH 393780 OBLIGATION UNDER CAPITAL LEASE 6832 DUE TO OASIS PROGRAMS 182594 583206 7108000 98975 190431 289406 6818594 0 6818594 5151355 190431 190431 4960924 0 4960924 PART IV, LINE 1B: 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. X X X X X X 1 CHANGING OUR WORLD 220 EAST 42ND STREET 7TH FLOOR NEW YORK NY 10017 CORPORATE FUNDRAISING CONSULTING 0 488484 38250 450234 488484 38250 450234 AZ CA DC IL MD MO NM NY OH OR PA 1 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 27 0 PROCEDURE FOR MONITORING GRANTS IN THE U.S.: PART I, LINE 2: 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. X X X 0 0 0 0 0 0 0 0 0 MARCIA KERZ 175404 0 0 0 0 0 0 0 32625 0 208029 0 0 0 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. 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 0 1 0 0 0 0 0 0 0 0 0 1 0 0 0 0 1 0 0