Civic Intelligence

Tucson Oasis

990 • Fiscal year 2010 • EIN 26-2952416

Jan 01, 2010 to Dec 31, 2010 • Filed on Sep 15, 2011

2099 East River Road85718
Siviq Scores

Precomputed percentiles for this filing year versus similar nonprofits in the same peer cohort.

Liabilities / Assets

80th percentile

0.34x

Higher debt load relative to assets than 80% of similar nonprofits.

2010 filings • 501(c)3 • <$500k nonprofits • Source year 2010

Liabilities / Revenue

Score unavailable

No value available

Liabilities-to-revenue requires both liabilities and revenue on this filing.

Source year 2010

Net Margin

Score unavailable

No value available

Net margin requires both revenue and expenses on this filing.

Source year 2010

Top Officer Pay

Score unavailable

No value available

This filing does not contain officer compensation rows.

Source year 2010

Asset Growth

Score unavailable

No value available

No earlier valid filing was available within the previous three public years.

Source year 2010

Revenue Growth

Score unavailable

No value available

No valid filing value is available for this score.

Assets

$70,640

No earlier filing loaded for comparison.

Net Assets

$46,434

No earlier filing loaded for comparison.

Liabilities

$24,206

No earlier filing loaded for comparison.

Revenue

-

No earlier filing loaded for comparison.

Expenses

$241,905

No earlier filing loaded for comparison.

Net Income

-

No earlier filing loaded for comparison.

Historical Trend

Balance Sheet Trend

The highlighted filing sits inside the broader history for assets, liabilities, and net assets.

$80K$60K$40K$20K$0Assets 2010: $70,640Liabilities 2010: $24,206Net Assets 2010: $46,4342010Assets 2011: $67,368Liabilities 2011: $25,260Net Assets 2011: $42,1082011Assets 2012: $33,466Liabilities 2012: $23,371Net Assets 2012: $10,0952012Assets 2013: $30,716Liabilities 2013: $23,788Net Assets 2013: $6,9282013Assets 2014: $43,764Liabilities 2014: $2,315Net Assets 2014: $41,4492014

Highlighted filing

2010

Assets$70,640
Liabilities$24,206
Net Assets$46,434

Operations Trend

Revenue, expenses, and net income across loaded years, with this filing highlighted.

$300K$200K$100K$0-$100KExpenses 2010: $241,9052010Expenses 2011: $269,7992011Expenses 2012: $280,8792012Revenue 2013: $280,952Expenses 2013: $284,119Net Income 2013: -$3,1672013Revenue 2014: $46,520Expenses 2014: $11,999Net Income 2014: $34,5212014

Highlighted filing

2010

Revenue-
Expenses$241,905
Net Income-
Jump To
Filing Snapshot
Filing Period
Jan 1, 2010 to Dec 31, 2010
Signed
Sep 15, 2011
Return Version
2010v3.4
Gross Receipts
$258,405
Mission and Program Overview

Mission

Tucson oasis is an educational organization that promotes successful 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. Tucson oasis is a supporting organization of the oasis institute, which directs a national network of programs in 50 cities.

Major Activities

Activity 2
Volunteer service - tucson oasis works with school districts and collaborates with libraries in pima county to offer the oasis intergenerational tutoring program. The program trains volunteers and matches them with primary grade children to build reading skills and interest in exploring more in the libraries. It also builds confidence and positive attitudes towards learning. Opportunities are also provided to volunteers to assist in running the center, serving as instructors, registering participants for classes, database entry and answering phones. Volunteers can also participate in committees relating to class selections, marketing and fundraising.
Activity 3
Technology - tucson oasis provides a variety of computer classes for its participants including microsoft word, excel, introduction to computers, introduction to the internet, power point, and using digital cameras. This connections curriculum has been developed by the oasis institute and focuses on assisting older adults to improve their technological skills and to make it possible for them to enter or re-enter the workforce. Tucson oasis also provides connections classes throughout the community through a partnership with the pima county library system.
Filing and Contact Details

Filer

EIN
26-2952416
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IRS990/Activity2/Description0VOLUNTEER SERVICE - TUCSON OASIS WORKS WITH SCHOOL DISTRICTS AND COLLABORATES WITH LIBRARIES IN PIMA COUNTY TO OFFER THE OASIS INTERGENERATIONAL TUTORING PROGRAM. THE PROGRAM TRAINS VOLUNTEERS AND MATCHES THEM WITH PRIMARY GRADE CHILDREN TO BUILD READING SKILLS AND INTEREST IN EXPLORING MORE IN THE LIBRARIES. IT ALSO BUILDS CONFIDENCE AND POSITIVE ATTITUDES TOWARDS LEARNING. OPPORTUNITIES ARE ALSO PROVIDED TO VOLUNTEERS TO ASSIST IN RUNNING THE CENTER, SERVING AS INSTRUCTORS, REGISTERING PARTICIPANTS FOR CLASSES, DATABASE ENTRY AND ANSWERING PHONES. VOLUNTEERS CAN ALSO PARTICIPATE IN COMMITTEES RELATING TO CLASS SELECTIONS, MARKETING AND FUNDRAISING.
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IRS990ScheduleJ/Form990ScheduleJPartIII/Explanation0MARCIA KERZ IS COMPENSATED IN HER CAPACITY AS THE PRESIDENT OF THE OASIS INSTITUTE, THE NATIONAL ORGANIZATION THAT COORDINATES 27 LOCAL OASIS AFFILIATES ACROSS THE COUNTRY.
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IRS990ScheduleO/GeneralExplanation/Explanation0THE 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/Explanation1ORGANIZATIONAL DOCUMENTS, SUCH AS THE ARTICLES OF INCORPORATION AND BYLAWS, AS WELL AS THE FINANCIAL STATEMENTS, FORM 990, AND CONFLICT OF INTEREST POLICY ARE MADE AVAILABLE TO THE PUBLIC ON THE ORGANIZATION'S WEBSITE AND UPON REQUEST.
IRS990ScheduleO/GeneralExplanation/Explanation2BOARD 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/Explanation3HEALTH - TUCSON OASIS FOCUSES ON INCREASING AWARENESS, KNOWLEDGE AND SKILLS OF OLDER ADULTS TO ADDRESS THEIR INDIVIDUAL HEALTH NEEDS. THE CLASSES EMPHASIZE PHYSICAL ACTIVITIES AND EXERCISE, AS WELL AS OTHER HEALTH ISSUES FACING OLDER ADULTS.
IRS990ScheduleO/GeneralExplanation/Explanation4THE FOLLOWING BOARD DIRECTORS ARE EMPLOYEES OF THE OASIS INSTITUTE, A RELATED ORGANIZATION: MARCIA KERZ, PRESIDENT BRET HEINRICH, DIRECTOR OF ADVANCEMENT PATRICIA GILBERT, DIRECTOR OF NETWORK AND CIVIC ENGAGEMENT
IRS990ScheduleO/GeneralExplanation/Explanation5THE ACCOUNTING FUNCTIONS OF THE ORGANIZATION ARE PERFORMED BY EMPLOYEES OF THE OASIS INSTITUTE, A RELATED ORGANIZATION.
IRS990ScheduleO/GeneralExplanation/Explanation6OFFICER COMPENSATION IS DETERMINED BY THE BOARD OF DIRECTORS BASED ON CURRENT MARKET CONDITIONS AND SIMILAR SALARIED POSITIONS AT COMPARABLE ORGANIZATIONS.
IRS990ScheduleO/GeneralExplanation/Explanation7BOARD MEMBERS MARCIA KERZ, BRET HEINRICH, AND PATRICIA GILBERT ARE NOT INDEPENDENT AS THEY ARE PAID EMPLOYEES OF THE OASIS INSTITUTE, A RELATED ORGANIZATION.
IRS990ScheduleO/GeneralExplanation/Identifier0FORM 990 REVIEW PROCESS
IRS990ScheduleO/GeneralExplanation/Identifier1DISCLOSURE OF GOVERNING DOCUMENTS
IRS990ScheduleO/GeneralExplanation/Identifier2CONFLICT OF INTEREST POLICY
IRS990ScheduleO/GeneralExplanation/Identifier3OTHER PROGRAM SERVICES
IRS990ScheduleO/GeneralExplanation/Identifier4DIRECTOR RELATIONSHIPS
IRS990ScheduleO/GeneralExplanation/Identifier5DELEGATION OF MANAGEMENT DUTIES
IRS990ScheduleO/GeneralExplanation/Identifier6COMPENSATION OF OFFICERS
IRS990ScheduleO/GeneralExplanation/Identifier7BOARD MEMBER INDEPENDENCE
IRS990ScheduleO/GeneralExplanation/ReturnReference0FORM 990, PART VI, SECTION B, LINE 11B
IRS990ScheduleO/GeneralExplanation/ReturnReference1FORM 990, PART VI, SECTION C, LINE 19
IRS990ScheduleO/GeneralExplanation/ReturnReference2FORM 990, PART VI, SECTION B, LINE 12C
IRS990ScheduleO/GeneralExplanation/ReturnReference3FORM 990, PART III, LINE 4D
IRS990ScheduleO/GeneralExplanation/ReturnReference4FORM 990, PART VI, SECTION A, LINE 2
IRS990ScheduleO/GeneralExplanation/ReturnReference5FORM 990, PART VI, SECTION A, LINE 3
IRS990ScheduleO/GeneralExplanation/ReturnReference6FORM 990, PART VI, SECTION B, LINE 15A
IRS990ScheduleO/GeneralExplanation/ReturnReference7FORM 990 PART VI, LINE 1B
IRS990/ScheduleORequired0true
IRS990ScheduleR/ExchangeOfAssets0false
IRS990ScheduleR/Form990ScheduleRPartII/AddressUS/AddressLine107710 CARONDELET AVE ste 125
IRS990ScheduleR/Form990ScheduleRPartII/AddressUS/City0ST LOUIS
IRS990ScheduleR/Form990ScheduleRPartII/AddressUS/State0MO
IRS990ScheduleR/Form990ScheduleRPartII/AddressUS/ZIPCode063105
IRS990ScheduleR/Form990ScheduleRPartII/DirectControllingEntityName/BusinessNameLine10NA
IRS990ScheduleR/Form990ScheduleRPartII/EIN0431830354
IRS990ScheduleR/Form990ScheduleRPartII/ExemptCodeSection0501(C)(3)
IRS990ScheduleR/Form990ScheduleRPartII/LegalDomicileState0MO
IRS990ScheduleR/Form990ScheduleRPartII/NameOfDisregardedEntity/BusinessNameLine10THE OASIS INSTITUTE
IRS990ScheduleR/Form990ScheduleRPartII/PrimaryActivities0EXEMPT

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