Civic Intelligence

Albuquerque Oasis

990 • Fiscal year 2011 • EIN 32-0081580

Jan 01, 2011 to Dec 31, 2011 • Filed on Oct 24, 2012

6600 Menaul NE87110
Siviq Scores

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

Liabilities / Assets

76th percentile

0.12x

Higher debt load relative to assets than 76% of similar nonprofits.

2011 filings • 501(c)3 • <$500k nonprofits • Source year 2011

Liabilities / Revenue

Score unavailable

No value available

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

Source year 2011

Net Margin

Score unavailable

No value available

Net margin requires both revenue and expenses on this filing.

Source year 2011

Top Officer Pay

Score unavailable

No value available

This filing does not contain officer compensation rows.

Source year 2011

Asset Growth

Score unavailable

No value available

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

Source year 2011

Revenue Growth

Score unavailable

No value available

No valid filing value is available for this score.

Assets

$140,562

No earlier filing loaded for comparison.

Net Assets

$124,251

No earlier filing loaded for comparison.

Liabilities

$16,311

No earlier filing loaded for comparison.

Revenue

-

No earlier filing loaded for comparison.

Expenses

$239,837

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.

$1.0M$500K$0Assets 2011: $140,562Liabilities 2011: $16,311Net Assets 2011: $124,2512011Assets 2012: $168,262Liabilities 2012: $17,552Net Assets 2012: $150,7102012Assets 2013: $209,569Liabilities 2013: $20,353Net Assets 2013: $189,2162013Assets 2014: $220,742Liabilities 2014: $26,533Net Assets 2014: $194,2092014Assets 2015: $324,365Liabilities 2015: $30,592Net Assets 2015: $293,7732015Assets 2016: $384,979Liabilities 2016: $37,488Net Assets 2016: $347,4912016Assets 2017: $518,730Liabilities 2017: $51,286Net Assets 2017: $467,4442017Assets 2018: $563,068Liabilities 2018: $50,420Net Assets 2018: $512,6482018Assets 2019: $694,362Liabilities 2019: $82,581Net Assets 2019: $611,7812019Assets 2020: $765,715Liabilities 2020: $177,785Net Assets 2020: $587,9302020Assets 2021: $808,495Liabilities 2021: $103,682Net Assets 2021: $704,8132021Assets 2022: $683,761Liabilities 2022: $178,203Net Assets 2022: $505,5582022Assets 2023: $692,801Liabilities 2023: $299,121Net Assets 2023: $393,6802023Assets 2024: $606,639Liabilities 2024: $232,995Net Assets 2024: $373,6442024

Highlighted filing

2011

Assets$140,562
Liabilities$16,311
Net Assets$124,251

Operations Trend

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

$1.0M$500K$0-$500KExpenses 2011: $239,8372011Expenses 2012: $264,4402012Revenue 2013: $326,221Expenses 2013: $287,715Net Income 2013: $38,5062013Revenue 2014: $368,800Expenses 2014: $363,807Net Income 2014: $4,9932014Revenue 2015: $481,357Expenses 2015: $378,463Net Income 2015: $102,8942015Revenue 2016: $474,849Expenses 2016: $418,734Net Income 2016: $56,1152016Revenue 2017: $568,576Expenses 2017: $457,613Net Income 2017: $110,9632017Revenue 2018: $561,021Expenses 2018: $504,503Net Income 2018: $56,5182018Revenue 2019: $672,472Expenses 2019: $625,810Net Income 2019: $46,6622019Revenue 2020: $572,857Expenses 2020: $637,818Net Income 2020: -$64,9612020Revenue 2021: $718,325Expenses 2021: $653,245Net Income 2021: $65,0802021Revenue 2022: $584,543Expenses 2022: $712,935Net Income 2022: -$128,3922022Revenue 2023: $586,087Expenses 2023: $740,470Net Income 2023: -$154,3832023Revenue 2024: $709,001Expenses 2024: $764,250Net Income 2024: -$55,2492024

Highlighted filing

2011

Revenue-
Expenses$239,837
Net Income-
Jump To
Filing Snapshot
Filing Period
Jan 1, 2011 to Dec 31, 2011
Signed
Oct 24, 2012
Return Version
2011v1.3
Gross Receipts
$230,417
Mission and Program Overview

Mission

To promote 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.

Major Activities

Activity 2
VOLUNTEER SERVICE - Albuquerque OASIS cooperates with the Albuquerque Public School District to offer the OASIS Intergenerational Tutoring Program. This program matches trained volunteer tutors with primary grade children (K-4) to build reading skills, confidence and positive attitudes toward learning. In 2011, 72 tutors worked with approximately 250-275 students. Albuquerque OASIS also cooperates with the Veterans' History Project, an initiative of the U.S. Library of Congress, through which volunteers record oral histories of veterans. There are approximately eight volunteers who serve as interviewers and help administer the project. Volunteers assist in running the education center, registering class participants, distributing catalogs, and assisting with special events. In 2011, 28 volunteers served as "center volunteers," mainly handling administrative duties. In total, 214 volunteers served the Albuquerque community through Albuquerque OASIS.
Activity 3
HEALTH - Albuquerque OASIS focuses on increasing awareness, knowledge and skills for older adults to address their individual health and wellness needs. The classes emphasize physical activities and exercise, as well as other health issues facing older adults.
Filing and Contact Details

Filer

EIN
32-0081580
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IRS990/Activity2/Description0VOLUNTEER SERVICE - Albuquerque OASIS cooperates with the Albuquerque Public School District to offer the OASIS Intergenerational Tutoring Program. This program matches trained volunteer tutors with primary grade children (K-4) to build reading skills, confidence and positive attitudes toward learning. In 2011, 72 tutors worked with approximately 250-275 students. Albuquerque OASIS also cooperates with the Veterans' History Project, an initiative of the U.S. Library of Congress, through which volunteers record oral histories of veterans. There are approximately eight volunteers who serve as interviewers and help administer the project. Volunteers assist in running the education center, registering class participants, distributing catalogs, and assisting with special events. In 2011, 28 volunteers served as "center volunteers," mainly handling administrative duties. In total, 214 volunteers served the Albuquerque community through Albuquerque OASIS.
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IRS990/ActivityOrMissionDescription0THE ALBUQUERQUE OASIS PROGRAM IS AN EDUCATIONAL ORGANIZATION THAT PROVIDES LIFELONG LEARNING AND SERVICE OPPORTUNITIES THAT INSPIRE MATURE ADULTS TO PURSUE VIBRANT AND MEANINGFUL LIVES.
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IRS990/MissionDescription0THE ALBUQUERQUE OASIS PROGRAM 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. ALBUQUERQUE OASIS IS A SUPPORTING ORGANIZATION OF THE OASIS INSTITUTE, WHICH DIRECTS A NATIONAL NETWORK OF PROGRAMS IN 40 CITIES.
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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 OASIS PROGRAMS IN 40 COMMUNITIES ACROSS THE COUNTRY.
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IRS990ScheduleJ/SupplementalNonqualRetirePlan0false
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 FOR DISCUSSION PRIOR TO FILING. ANY QUESTIONS OR COMMENTS ARE DIRECTED TO THE DIRECTOR OF FINANCE AND ADMINISTRATION OR THE EXECUTIVE DIRECTOR OF THE ORGANIZATION.
IRS990ScheduleO/GeneralExplanation/Explanation1OFFICER COMPENSATION IS DETERMINED BY THE BOARD OF DIRECTORS BASED ON CURRENT MARKET CONDITIONS AND SIMILAR SALARIED POSITIONS AT COMPARABLE ORGANIZATIONS.
IRS990ScheduleO/GeneralExplanation/Explanation2THE 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/Explanation3BOARD 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/Explanation4THE FOLLOWING BOARD DIRECTORS ARE PAID EMPLOYEES OF THE OASIS INSTITUTE, A RELATED ORGANIZATION: MARCIA KERZ, PRESIDENT BRET HEINRICH, DIRECTOR OF ADVANCEMENT
IRS990ScheduleO/GeneralExplanation/Explanation5THE ACCOUNTING FUNCTIONS OF THE ORGANIZATION ARE PERFORMED BY EMPLOYEES OF THE OASIS INSTITUTE, A RELATED ORGANIZATION.
IRS990ScheduleO/GeneralExplanation/Explanation6BOARD MEMBERS MARCIA KERZ AND BRET HEINRICH ARE PAID EMPLOYEES OF THE OASIS INSTITUTE, A RELATED ORGANIZATION.
IRS990ScheduleO/GeneralExplanation/Explanation7ALBUQUERQUE OASIS IS INCLUDED IN THE AUDITED, CONSOLIDATED FINANCIAL STATEMENTS OF THE OASIS INSTITUTE.
IRS990ScheduleO/GeneralExplanation/Explanation8NAME:MARCIA KERZ TITLE:TREASURER HOURS:12
IRS990ScheduleO/GeneralExplanation/Explanation9NAME:BRET HEINRICH TITLE:CHAIRMAN HOURS:18
IRS990ScheduleO/GeneralExplanation/Identifier0FORM 990 REVIEW PROCESS
IRS990ScheduleO/GeneralExplanation/Identifier1COMPENSATION OF OFFICERS
IRS990ScheduleO/GeneralExplanation/Identifier2DISCLOSURE OF GOVERNING DOCUMENTS
IRS990ScheduleO/GeneralExplanation/Identifier3CONFLICT OF INTEREST POLICY
IRS990ScheduleO/GeneralExplanation/Identifier4DIRECTOR RELATIONSHIPS
IRS990ScheduleO/GeneralExplanation/Identifier5DELEGATION OF MANAGEMENT DUTIES
IRS990ScheduleO/GeneralExplanation/Identifier6BOARD MEMBER INDEPENDENCE
IRS990ScheduleO/GeneralExplanation/Identifier7FINANCIAL STATEMENTS
IRS990ScheduleO/GeneralExplanation/Identifier8HOURS DEVOTED FOR RELATED ORGANIZATION
IRS990ScheduleO/GeneralExplanation/Identifier9HOURS DEVOTED FOR RELATED ORGANIZATION
IRS990ScheduleO/GeneralExplanation/ReturnReference0FORM 990, PART VI, SECTION B, LINE 11B
IRS990ScheduleO/GeneralExplanation/ReturnReference1FORM 990, PART VI, SECTION B, LINES 15A

Document Assets

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Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Facts available. Structured filing facts are available, but richer extracted sections are limited.$6.07$2.33$3.74$7.09$7.64$0.55
2023XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$6.93$2.99$3.94$5.86$7.40$1.54
2022Detailed filing. Detailed filing data is available for this year.$6.84$1.78$5.06$5.85$7.13$1.28
2021Facts available. Structured filing facts are available, but richer extracted sections are limited.$8.08$1.04$7.05$7.18$6.53$0.65
2020XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$7.66$1.78$5.88$5.73$6.38$0.65
2019XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$6.94$0.83$6.12$6.72$6.26$0.47
2018Facts available. Structured filing facts are available, but richer extracted sections are limited.$5.63$0.50$5.13$5.61$5.05$0.57
2017XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$5.19$0.51$4.67$5.69$4.58$1.11
2016Detailed filing. Detailed filing data is available for this year.$3.85$0.37$3.47$4.75$4.19$0.56
2015Detailed filing. Detailed filing data is available for this year.$3.24$0.31$2.94$4.81$3.78$1.03
2014Detailed filing. Detailed filing data is available for this year.$2.21$0.27$1.94$3.69$3.64$0.05
2013Detailed filing. Detailed filing data is available for this year.$2.10$0.20$1.89$3.26$2.88$0.39
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.68$0.18$1.51$2.64
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.41$0.16$1.24$2.40