Pacific Region Oasis
990 • Fiscal year 2011 • EIN 13-4242159
Siviq Scores
Scores are not available for this record yet.
Balance Sheet
Assets
Flat$239,225
Flat from 2011
Net Assets
Flat$146,821
Flat from 2011
Liabilities
Flat$92,404
Flat from 2011
Revenue And Expenses
Revenue
-
No earlier filing loaded for comparison.
Expenses
Flat$534,720
Flat from 2011
Net Income
-
No earlier filing loaded for comparison.
Historical Trend
Jump To
Filing Snapshot
- Filing Period
- Jan 1, 2011 to Dec 31, 2011
- Signed
- Jun 29, 2012
- Return Version
- 2011v1.3
- Gross Receipts
- $618,730
Mission and Program Overview
Mission
The pacific region oasis is an educational organization that promotes successfull aging for adults age 50 and older through lifelong learning, health programs and volunteer engagement. Our vision is that adults age 50 plus have opportunities to pursue vibrant, healthy, productive and meaningful lives. Pacific region oasis is a supporting organization of the oasis institute, which directs a national network of programs in 50 cities.
Major Activities
- Activity 2
- Health - pacific region oasis offers a proactive health promotion strategy to reduce health risks in older adults by helping them understand and address their changing health needs. The curriculum consists of nationally developed, evidence-based programs such as active start, chronic disease self management and free from falls, as well as locally offered exercise and fitness classes, and health education programs in areas of nutrition, exercise, disease management, sensory changes, mental health, memory and general health promotion.
- Activity 3
- Volunteer service - pacific region oasis cooperates with the long beach unified school district and the los angeles unified school district 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. Pacific region oasis also provides opportunities to work with children in an afterschool or summer setting through catch healthy habits, an evidence-based physical activity and nutrition program that combats obesity by engaging teams of adults age 50 plus with children in kindergarten through third grade for an interactive nutrition lesson, a healthy snack and a variety of games and activities. Additionally, there are opportunities for volunteers to teach classes, register participants and assist with special events. In total, 276 volunteers contributed 19,470 volunteer hours to the long beach/lakewood and los angeles communities through pacific region oasis.
Filing and Contact Details
Filer
- EIN
- 13-4242159
Raw XML AppendixShowing 400 of 573 raw XML fields
This appendix keeps the raw XML leaves available for debugging and edge-case review. The human report above is the primary experience.
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| IRS990/Activity2/Description | 0 | HEALTH - PACIFIC REGION OASIS OFFERS A PROACTIVE HEALTH PROMOTION STRATEGY TO REDUCE HEALTH RISKS IN OLDER ADULTS BY HELPING THEM UNDERSTAND AND ADDRESS THEIR CHANGING HEALTH NEEDS. THE CURRICULUM CONSISTS OF NATIONALLY DEVELOPED, EVIDENCE-BASED PROGRAMS SUCH AS ACTIVE START, CHRONIC DISEASE SELF MANAGEMENT AND FREE FROM FALLS, AS WELL AS LOCALLY OFFERED EXERCISE AND FITNESS CLASSES, AND HEALTH EDUCATION PROGRAMS IN AREAS OF NUTRITION, EXERCISE, DISEASE MANAGEMENT, SENSORY CHANGES, MENTAL HEALTH, MEMORY AND GENERAL HEALTH PROMOTION. |
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| IRS990/MissionDescription | 0 | THE PACIFIC REGION OASIS IS AN EDUCATIONAL ORGANIZATION THAT PROMOTES SUCCESSFULL AGING FOR ADULTS AGE 50 AND OLDER THROUGH LIFELONG, HEALTH PROGRAMS AND VOLUNTEER ENGAGEMENT. OUR VISION IS THAT ADULTS AGE 50 PLUS HAVE OPPORTUNITIES TO PURSUE VIBRANT, HEALTHY, PRODUCTIVE AND MEANINGFUL LIVES. PACIFIC REGION OASIS IS A SUPPORTING ORGANIZATION OF THE OASIS INSTITUTE, WHICH DIRECTS A NATIONAL NETWORK OF PROGRAMS IN 40 CITIES. |
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| IRS990ScheduleA/GeneralExplanation | 0 | PACIFIC REGION OASIS SUPPORTS THE OASIS INSTITUTE BY SPONSORING THE INSTITUTE'S PROGRAMS IN THE SOUTHERN CALIFORNIA AREA. |
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| IRS990ScheduleD/ExpensesNotRptdF990 | 0 | 420186 |
| IRS990ScheduleD/ExpensesSubtotal | 0 | 534720 |
| IRS990ScheduleD/FederalIncomeTaxLiability | 0 | 0 |
| IRS990ScheduleD/OtherLiabilities/Amount | 0 | 43181 |
| IRS990ScheduleD/OtherLiabilities/Amount | 1 | 9165 |
| IRS990ScheduleD/OtherLiabilities/Description | 0 | DUE TO OASIS INSTITUTE |
| IRS990ScheduleD/OtherLiabilities/Description | 1 | CAPITAL LEASE OBLIGATION |
| IRS990ScheduleD/RevenueNotRptdF990 | 0 | 420186 |
| IRS990ScheduleD/RevenueSubtotal | 0 | 618730 |
| IRS990ScheduleD/TotalExpenses | 0 | 534720 |
| IRS990ScheduleD/TotalExpensesPerForm990 | 0 | 534720 |
| IRS990ScheduleD/TotalOfAmounts | 0 | 52346 |
| IRS990ScheduleD/TotalOfBookValueLandBuildings | 0 | 10572 |
| IRS990ScheduleD/TotalRevenue | 0 | 618730 |
| IRS990ScheduleD/TotalRevenuePerForm990 | 0 | 618730 |
| IRS990ScheduleD/TotExpensesEtcAuditedFinclStmt | 0 | 954906 |
| IRS990ScheduleD/TotRevenueEtcAuditedFinclStmt | 0 | 1038916 |
| IRS990ScheduleJ/AnyNonFixedPayments | 0 | false |
| IRS990ScheduleJ/BoardOrCommitteeApproval | 0 | X |
| IRS990ScheduleJ/CompBasedNetEarningsFilingOrg | 0 | false |
| IRS990ScheduleJ/CompBasedNetEarningsRelateOrgs | 0 | false |
| IRS990ScheduleJ/CompBasedOnRevenueOfFilingOrg | 0 | false |
| IRS990ScheduleJ/CompBasedOnRevenueRelatedOrgs | 0 | false |
| IRS990ScheduleJ/CompensationSurvey | 0 | X |
| IRS990ScheduleJ/EquityBasedCompArrangement | 0 | false |
| IRS990ScheduleJ/Form990ScheduleJPartII/CompBasedOnRelatedOrgs | 0 | 173704 |
| IRS990ScheduleJ/Form990ScheduleJPartIII/Explanation | 0 | MARCIA KERZ IS COMPENSATED IN HER CAPACITY AS THE PRESIDENT OF THE OASIS INSTITUTE, THE NATIONAL ORGANIZATION THAT COORDINATES OASIS PROGRAMS IN 40 COMMUNITIES ACROSS THE COUNTRY. |
| IRS990ScheduleJ/Form990ScheduleJPartIII/Identifier | 0 | COMPENSATED OFFICERS |
| IRS990ScheduleJ/Form990ScheduleJPartIII/ReturnReference | 0 | SCHEDULE J, PART II |
| IRS990ScheduleJ/Form990ScheduleJPartII/NamePerson | 0 | MARCIA KERZ |
| IRS990ScheduleJ/Form990ScheduleJPartII/NontaxableBenefitsRelatedOrgs | 0 | 17988 |
| IRS990ScheduleJ/Form990ScheduleJPartII/TotalCompensationRelatedOrgs | 0 | 191692 |
| IRS990ScheduleJ/InitialContractException | 0 | false |
| IRS990/ScheduleJRequired | 0 | true |
| IRS990ScheduleJ/SeverancePayment | 0 | false |
| IRS990ScheduleJ/SupplementalNonqualRetirePlan | 0 | false |
| IRS990ScheduleO/GeneralExplanation/Explanation | 0 | THE FORM 990 IS PREPARED BY A PUBLIC ACCOUNTING FIRM AND PRESENTED TO MANAGEMENT. THE FORM 990 IS REVIEWED BY THE EXECUTIVE DIRECTOR, AND THE DIRECTOR OF FINANCE AND ADMINISTRATION AND ACCOUNTING SUPERVISOR OF THE OASIS INSTITUTE. THE RETURN IS THEN PROVIDED TO ALL MEMBERS OF THE BOARD AND DISCUSSED AT A MEETING OF THE BOARD PRIOR TO FILING. |
| IRS990ScheduleO/GeneralExplanation/Explanation | 1 | 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. |
| IRS990ScheduleO/GeneralExplanation/Explanation | 2 | 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. |
| IRS990ScheduleO/GeneralExplanation/Explanation | 3 | OFFICER COMPENSATION IS DETERMINED BY THE BOARD OF DIRECTORS BASED ON CURRENT MARKET CONDITIONS AND SIMILAR SALARIED POSITIONS AT COMPARABLE ORGANIZATIONS. |
| IRS990ScheduleO/GeneralExplanation/Explanation | 4 | THE FOLLOWING BOARD DIRECTORS ARE EMPLOYEES OF THE OASIS INSTITUTE, A RELATED ORGANIZATION: MARCIA KERZ, PRESIDENT DAWN ANDERSON, DIRECTOR OF FINANCE AND ADMINISTRATION PATRICIA GILBERT, DIRECTOR OF NETWORK AND CIVIC ENGAGEMENT |
| IRS990ScheduleO/GeneralExplanation/Explanation | 5 | THE ACCOUNTING FUNCTIONS OF THE ORGANIZATION ARE PERFORMED BY EMPLOYEES OF THE OASIS INSTITUTE, A RELATED ORGANIZATION. |
| IRS990ScheduleO/GeneralExplanation/Explanation | 6 | TECHNOLOGY - PACIFIC REGION OASIS PROVIDES A VARIETY OF COMPUTER COURSES FOR ITS PARTICIPANTS USING OASIS CONNECTIONS, AN EVIDENCE-BASED CURRICULUM THAT INCLUDES MICROSOFT WORD, EXCEL, INTRODUCTION TO THE COMPUTER, INTRODUCTION TO THE INTERNET AND THIRTY ADDITIONAL CLASSES. THESE COURSES HAVE BEEN DEVELOPED THROUGH THE OASIS INSTITUTE, FOCUSING ON ASSISTING OLDER ADULTS IMPROVE THEIR TECHNOLOGY SKILLS AND REMAIN CONNECTED TO FAMILY, FRIENDS AND RESOURCES TO MAKE IT POSSIBLE TO ENTER OR RE-ENTER THE WORKFORCE. |
| IRS990ScheduleO/GeneralExplanation/Explanation | 7 | BOARD MEMBERS MARCIA KERZ, DAWN ANDERSON AND PATRICIA GILBERT ARE NOT INDEPENDENT AS THEY ARE PAID EMPLOYEES OF THE OASIS INSTITUTE, A RELATED ORGANIZATION. |
| IRS990ScheduleO/GeneralExplanation/Explanation | 8 | PACIFIC REGION OASIS IS INCLUDED IN THE AUDITED, CONSOLIDATED FINANCIAL STATEMENTS OF THE OASIS INSTITUTE. |
| IRS990ScheduleO/GeneralExplanation/Explanation | 9 | NAME:MARCIA KERZ TITLE:SECRETARY HOURS:50 |
| IRS990ScheduleO/GeneralExplanation/Explanation | 10 | NAME:PATRICIA GILBERT TITLE:CHAIRMAN HOURS:50 |
| IRS990ScheduleO/GeneralExplanation/Explanation | 11 | NAME:DAWN ANDERSON TITLE:TREASURER HOURS:50 |
| IRS990ScheduleO/GeneralExplanation/Explanation | 12 | DESCRIPTION:PROGRAM MATERIALS TOTAL EXPENSES:12320 PROGRAM SERVICES:11461 MANAGEMENT AND GENERAL:859 |
| IRS990ScheduleO/GeneralExplanation/Explanation | 13 | DESCRIPTION:VOLUNTEER EXPENSE TOTAL EXPENSES:9440 PROGRAM SERVICES:9440 |
| IRS990ScheduleO/GeneralExplanation/Explanation | 14 | DESCRIPTION:PAYROLL PROCESSING/BANK FEES TOTAL EXPENSES:1940 MANAGEMENT AND GENERAL:1940 |
| IRS990ScheduleO/GeneralExplanation/Explanation | 15 | DESCRIPTION:EQUIPMENT TOTAL EXPENSES:12740 PROGRAM SERVICES:10676 MANAGEMENT AND GENERAL:1477 FUNDRAISING:587 |
| IRS990ScheduleO/GeneralExplanation/Explanation | 16 | DESCRIPTION:DUES AND SUBSCRIPTIONS TOTAL EXPENSES:1266 PROGRAM SERVICES:888 MANAGEMENT AND GENERAL:329 FUNDRAISING:49 |
| IRS990ScheduleO/GeneralExplanation/Explanation | 17 | DESCRIPTION:SUPPLIES TOTAL EXPENSES:5074 PROGRAM SERVICES:4251 MANAGEMENT AND GENERAL:589 FUNDRAISING:234 |
| IRS990ScheduleO/GeneralExplanation/Explanation | 18 | DESCRIPTION:CONSULTANTS TOTAL EXPENSES:36963 PROGRAM SERVICES:36963 |
| IRS990ScheduleO/GeneralExplanation/Explanation | 19 | DESCRIPTION:CATALOG POSTAGE TOTAL EXPENSES:16577 PROGRAM SERVICES:13892 MANAGEMENT AND GENERAL:1922 FUNDRAISING:763 |
| IRS990ScheduleO/GeneralExplanation/Explanation | 20 | DESCRIPTION:MISCELLANEOUS TOTAL EXPENSES:4503 PROGRAM SERVICES:183 MANAGEMENT AND GENERAL:208 FUNDRAISING:4112 |
| IRS990ScheduleO/GeneralExplanation/Identifier | 0 | FORM 990 REVIEW PROCESS |
| IRS990ScheduleO/GeneralExplanation/Identifier | 1 | DISCLOSURE OF GOVERNING DOCUMENTS |
Document Assets
No mirrored PDF or thumbnail assets are attached yet.
Filings
Displayed year
2011 • Form 990Facts available. Structured filing facts are available, but richer extracted sections are limited.
- Assets
- $239,225
- Liabilities
- $92,404
- Net assets
- $146,821
- Revenue
- -
- Expenses
- $534,720
- Net income
- -