Civic Intelligence

Albuquerque Oasis

990 • Fiscal year 2017 • EIN 32-0081580

Jan 01, 2017 to Dec 31, 2017 • Filed on Jul 23, 2018

PO Box 35518Albuquerque, NM 87176

(505) 884-4529

Siviq Scores

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

Liabilities / Assets

62nd percentile

0.10x

Higher debt load relative to assets than 62% of similar nonprofits.

2017 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2017

Liabilities / Revenue

64th percentile

0.09x

Higher debt load relative to revenue than 64% of similar nonprofits.

2017 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2017

Net Margin

76th percentile

20%

Higher net margin than 76% of similar nonprofits.

2017 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2017

Top Officer Pay

92nd percentile

$123,566

Higher top officer pay than 92% of similar nonprofits.

Top officer pay equals 21.7% of source-year revenue.

2017 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2017

Asset Growth

85th percentile

35%

Faster asset growth than 85% of similar nonprofits.

2017 filings • 501(c)3 • $500k-$1M nonprofits • Annualized from 2016 to 2017

Revenue Growth

71st percentile

20%

Faster revenue growth than 71% of similar nonprofits.

2017 filings • 501(c)3 • $500k-$1M nonprofits • Annualized from 2016 to 2017

Assets

Up

$518,730

Up $133,751 (+35%) from 2016

Net Assets

Up

$467,444

Up $119,953 (+35%) from 2016

Liabilities

Up

$51,286

Up $13,798 (+37%) from 2016

Revenue

Up

$568,576

Up $93,727 (+20%) from 2016

Expenses

Up

$457,613

Up $38,879 (+9.3%) from 2016

Net Income

Up

$110,963

Up $54,848 (+98%) from 2016

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

2017

Assets$518,730
Liabilities$51,286
Net Assets$467,444

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

2017

Revenue$568,576
Expenses$457,613
Net Income$110,963
Jump To
Filing Snapshot
Filing Period
Jan 1, 2017 to Dec 31, 2017
Signed
Jul 23, 2018
Return Version
2017v2.3
Gross Receipts
$568,576
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.

To enrich the lives of mature adults through lifelong learning and service.

Balance Sheet Detail
LineBeginningEndChange
Assets
Cash and Non-Interest-Bearing Accounts$193,047$230,935▲ $37,888
Investments in Publicly Traded Securities$65,953$165,255▲ $99,302
Pledges and Grants Receivable$44,498$44,598▲ $100
Land, Buildings, and Equipment, Net$47,844$35,619▼ $12,225
Accounts Receivable$27,860$32,684▲ $4,824
Prepaid Expenses and Deferred Charges$5,777$9,639▲ $3,862
Total Assets$384,979$518,730▲ $133,751
Liabilities
Accounts Payable and Accrued Expenses$17,894$25,799▲ $7,905
Other Liabilities$18,461$25,487▲ $7,026
Deferred Revenue$1,133$0▼ $1,133
Total Liabilities$37,488$51,286▲ $13,798
Net Assets / Fund Balance
Unrestricted Net Assets$193,100$307,077▲ $113,977
Temporarily Rstr Net Assets$154,391$160,367▲ $5,976
Total Net Assets Fund Balance$347,491$467,444▲ $119,953
Total Liabilities and Net Assets / Fund Balance$384,979$518,730▲ $133,751

Asset Categories

AssetBook ValueDepreciationBasis
Leasehold Improvements$30,518$57,793$88,311
Equipment$5,101$14,336$19,437
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
Dawn AndersonDirector--$123,566$123,566
Kathleen RaskobExecutive DirectorFT$72,000-$72,000

Board Members and Trustees

NameTitle
Lorna M WigginsChairman
Bret HeinrichVice Chair
J Kirk Gulledge EddVice Chair
Laurie VolkinDirector
Lynne Anker-unneverDirector
Anne SaponSecretary
William Willis MdTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$241,480
Program Service Revenue
$313,212
Investment Income
$0
Other Revenue
$13,884
All Other Contributions
$175,280
Change in Net Assets
$110,963

Audited Revenue Reconciliation

Revenue per Audited Statements
$568,576
Revenue Not Reported on Financial Statements
$0
Revenue Not Reported on Form 990
$18,192
Total Revenue per Audited Statements
$586,768
Total Revenue per Form 990
$568,576
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$233,554
Salaries, Compensation, and Employee Benefits$224,059
Total Fundraising Expense$19,732
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Salaries and Wages$128,015$4,003-$132,018
Current Officers, Directors, Trustees, and Key Employees$54,000$10,800$7,200$72,000
All Other Expenses$19,150$13,412$8,993$41,555
Occupancy$23,679$1,860$1,063$26,602
Fees for Services Other$5,881$16,700-$22,581
Depreciation Depletion$18,171$1,429$817$20,417
Payroll Taxes$17,925$1,416$700$20,041
Office Expenses$11,720$6,877$279$18,876
Other Expenses$11,495$1,059$605$11,495
Fees for Services Accounting-$10,900-$10,900
Insurance-$2,593-$2,593
Travel$1,663$131$75$1,869
Advertising-$1,619-$1,619
Conferences and Meetings$302$252-$554
Total Functional Expenses$364,830$73,051$19,732$457,613

Audited Expense Reconciliation

Line ItemAmount
Total Expenses per Audited Statements$466,815
Expenses per Audited Statements$457,613
Total Expenses per Form 990$457,613
Expenses Not Reported on Form 990$9,202
Expenses Not Reported on Financial Statements$0
Fundraising, Events, and Gaming
Fundraising activities
No
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Professional Fundraising Fees$0
Political and Lobbying Activity
Political campaign activity
No
Lobbying activity
No
Subject to proxy tax
No
Debt and Bond Financing

Other Reported Liabilities

LiabilityAmount
Annuity Payable$17,484
Due to Oasis Institute$8,003
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
Yes
Annual disclosure for covered persons
Yes
Audit committee
No
Backup withholding compliance
Yes
Business relationship with family members
No
Business relationship with organization members
No
Material changes to governing documents
No
Compensation from other sources disclosed
No
CEO compensation reviewed
Yes
Other officer compensation reviewed
No
Conflict-of-interest policy
Yes
Audited financial statements prepared
Yes
Key decisions subject to board approval
No
Management duties delegated
No

Governance Explanations

Form 990, Part VI, Section B, Line 11B

Form 990 review process the form 990 is prepared by a public accounting firm and presented to management. The form 990 is reviewed by the executive director of albuquerque oasis, and the director of finance and administration and the accounting manager 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.

Form 990, Part VI, Section B, Line 12C

Conflict of interest policy officers, directors, committee members, staff members, and consultants of the organization are required to a 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. If an employee finds that he or she has, or is considering the assumption of, a financial interest or outside relationship which might involve a conflict of interest, the individual should refrain from any exercise of responsibility in any manner which might reasonably be considered to be affected by any adverse interest.

Form 990, Part VI, Section B, Line 15A

Compensation of officers officer compensation is determined by the board of directors based on current market conditions and similar salaried positions at comparable organizations.

Form 990, Part VI, Section C, Line 19

Disclosure of governing documents the financial statements and form 990 are made available to the public upon request as well as other organizational documents, such as the articles of incorporation and bylaws and conflict of interest policy.

Filing and Contact Details

Filer

Filer Name
Albuquerque Oasis
EIN
32-0081580
Phone
5058844529
Address
PO BOX 35518, ALBUQUERQUE, NM 87176

Signing Officer

Name
Lorna M Wiggins
Title
Chairman
Phone
5058844529
Signed
2018-07-23
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Kathleen Raskob
Formed
2003
Legal Domicile
Nm
Voting Board Members
8
Independent Board Members
7
Employees
6
Volunteers
476

Preparer

Firm
Rubinbrown Llp
Address
ONE NORTH BRENTWOOD, SAINT LOUIS, MO 63105
Preparer
James R Ritts
Phone
3142903300
Supplemental Narrative

Additional Explanations

FORM 990, PART XI, LINE 9:

Change in value of annuity -253.

Financial Statement Notes

PART XI, LINE 2D - OTHER ADJUSTMENTS:

Change in value of annuity -253.

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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/OtherExpensesGrp/TotalAmt115126
IRS990/OtherExpensesGrp/TotalAmt213230
IRS990/OtherExpensesGrp/TotalAmt311495
IRS990/OtherLiabilitiesGrp/BOYAmt018461
IRS990/OtherLiabilitiesGrp/EOYAmt025487
IRS990/OtherRevenueMiscGrp/BusinessCd0900099
IRS990/OtherRevenueMiscGrp/Desc0OTHER INCOME
IRS990/OtherRevenueMiscGrp/ExclusionAmt013884
IRS990/OtherRevenueMiscGrp/TotalRevenueColumnAmt013884
IRS990/OtherRevenueTotalAmt013884
IRS990/OtherSalariesAndWagesGrp/ManagementAndGeneralAmt04003
IRS990/OtherSalariesAndWagesGrp/ProgramServicesAmt0128015
IRS990/OtherSalariesAndWagesGrp/TotalAmt0132018
IRS990/PartialLiquidationInd00
IRS990/PayPremiumsPrsnlBnftCntrctInd00
IRS990/PayrollTaxesGrp/FundraisingAmt0700
IRS990/PayrollTaxesGrp/ManagementAndGeneralAmt01416
IRS990/PayrollTaxesGrp/ProgramServicesAmt017925
IRS990/PayrollTaxesGrp/TotalAmt020041
IRS990/PledgesAndGrantsReceivableGrp/BOYAmt044498
IRS990/PledgesAndGrantsReceivableGrp/EOYAmt044598
IRS990/PoliticalCampaignActyInd00
IRS990/PrepaidExpensesDefrdChargesGrp/BOYAmt05777
IRS990/PrepaidExpensesDefrdChargesGrp/EOYAmt09639
IRS990/PrincipalOfficerNm0KATHLEEN RASKOB
IRS990/ProfessionalFundraisingInd00
IRS990/ProgramServiceRevenueGrp/BusinessCd0900099
IRS990/ProgramServiceRevenueGrp/BusinessCd1900099
IRS990/ProgramServiceRevenueGrp/Desc0EDUCATION
IRS990/ProgramServiceRevenueGrp/Desc1HEALTH
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt0274811
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt138401
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt0274811
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt138401
IRS990/ProgSrvcAccomActy2Grp/Desc0SEE SCHEDULE OVOLUNTEER SERVICE - ALBUQUERQUE OASIS WORKS WITH THE ALBUQUERQUE PUBLIC SCHOOL DISTRICT, THE RIO RANCHO PUBLIC SCHOOL DISTRICT AND THE BERNALILLO PUBLIC SCHOOL DISTRICT TO OFFER THE OASIS INTERGENERATIONAL TUTORING PROGRAM. THIS PROGRAM TRAINS AND MATCHES VOLUNTEER TUTORS WITH PRIMARY GRADE CHILDREN (K-4) TO BUILD READING SKILLS, CONFIDENCE AND POSITIVE ATTITUDES TOWARD LEARNING. DURING THE 2016-2017 SCHOOL YEAR, 279 VOLUNTEERS TUTORED IN 57 PUBLIC SCHOOLS.THE VETERANS HISTORY PROJECT (VHP) IS A VOLUNTEER ORAL TESTIMONY PROJECT INITIATED BY THE AMERICAN FOLKLIFE CENTER OF THE LIBRARY OF CONGRESS. ALBUQUERQUE OASIS TRAINS VOLUNTEERS TO INTERVIEW VETERANS, ELICITING THEIR EXPERIENCES ON BEHALF OF OUR COUNTRY. ACCOUNTS ARE COLLECTED FROM WW II, KOREAN WAR, VIETNAM WAR, PERSIAN GULF WAR, AND THE AFGHANISTAN/IRAQ CONFLICTS. TO DATE, ALBUQUERQUE OASIS HAS INTERVIEWED OVER 600 VETERANS. A COPY OF THE INTERVIEW IS SENT TO THE VETERAN, THE LIBRARY OF CONGRESS, AND THE NEW MEXICO VETERANS MEMORIAL IN ALBUQUERQUE.VOLUNTEERS ALSO ASSIST IN RUNNING THE EDUCATION CENTER, REGISTERING CLASS PARTICIPANTS, DISTRIBUTING CATALOGS, AND ASSISTING WITH SPECIAL EVENTS. IN 2017 AND 2016, 384 AND 225 VOLUNTEERS, RESPECTIVELY, SERVED THE ALBUQUERQUE COMMUNITY THROUGH ALBUQUERQUE OASIS.
IRS990/ProgSrvcAccomActy2Grp/ExpenseAmt0124482
IRS990/ProgSrvcAccomActy3Grp/Desc0HEALTH - ALBUQUERQUE OASIS FOCUSES ON INCREASING AWARENESS, KNOWLEDGE AND SKILLS FOR OLDER ADULTS TO ADDRESS THEIR INDIVIDUAL HEALTH AND WELLNESS NEEDS. THE CLASSES EMPHASIZE CURRENT RESEARCH ON AGING, FALLS PREVENTION, PHYSICAL ACTIVITIES AND EXERCISE, AS WELL AS OTHER HEALTH ISSUES FACING OLDER ADULTS.
IRS990/ProgSrvcAccomActy3Grp/ExpenseAmt080290
IRS990/ProgSrvcAccomActy3Grp/RevenueAmt038401
IRS990/ProhibitedTaxShelterTransInd00
IRS990/PYBenefitsPaidToMembersAmt00
IRS990/PYContributionsGrantsAmt0171879
IRS990/PYExcessBenefitTransInd00
IRS990/PYGrantsAndSimilarPaidAmt00
IRS990/PYInvestmentIncomeAmt0529
IRS990/PYOtherExpensesAmt0207099
IRS990/PYOtherRevenueAmt04264
IRS990/PYProgramServiceRevenueAmt0298177
IRS990/PYRevenuesLessExpensesAmt056115
IRS990/PYSalariesCompEmpBnftPaidAmt0211635
IRS990/PYTotalExpensesAmt0418734
IRS990/PYTotalProfFndrsngExpnsAmt00
IRS990/PYTotalRevenueAmt0474849
IRS990/QuidProQuoContributionsInd00
IRS990/RcvFndsToPayPrsnlBnftCntrctInd00
IRS990/ReconcilationRevenueExpnssAmt0110963
IRS990/RegularMonitoringEnfrcInd01
IRS990/RelatedEntityInd01
IRS990/RelatedOrganizationCtrlEntInd00
IRS990/RelatedOrganizationsAmt057000
IRS990/ReportInvestmentsOtherSecInd00
IRS990/ReportLandBuildingEquipmentInd01
IRS990/ReportOtherAssetsInd00
IRS990/ReportOtherLiabilitiesInd01
IRS990/ReportProgramRelatedInvstInd00
IRS990/RevenueAmt0274811
IRS990ScheduleA/Form990SchASupportingOrgGrp/Contribution35ControlledInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/ContributionControllerInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/ContributionFamilyInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/ControlledDisqualifiedPrsnInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/DisqualifiedPrsnControllIntInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/DisqualifiedPrsnOwnrIntInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/ExcessBusinessHoldingsRulesInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/ListedByNameGoverningDocInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/LoanDisqualifiedPersonInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/OrganizationChangeSuprtOrgInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/PaymentSubstantialContribtrInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/SupportedOrgNotOrganizedUSInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/SupportedOrgSectionC456Ind00
IRS990ScheduleA/Form990SchASupportingOrgGrp/SupportNonSupportedOrgInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/SuprtOrgNoIRSDeterminationInd00
IRS990ScheduleA/Form990SchAType1SuprtOrgGrp/OperateBenefitNonSuprtOrgInd00
IRS990ScheduleA/Form990SchAType1SuprtOrgGrp/PowerAppointMajorityDirTrstInd01
IRS990ScheduleA/Form990ScheduleAPartVIGrp/ExplanationTxt0ALBUQUERQUE OASIS SUPPORTS THE OASIS INSTITUTE BY PROVIDING THE OASIS PROGRAMS TO OLDER ADULTS IN THE ALBUQUERQUE AREA. DURING 2017, ALBUQUERQUE OASIS INCURRED COSTS OF $373,300 IMPLEMENTING THESE PROGRAMS.
IRS990ScheduleA/Form990ScheduleAPartVIGrp/ExplanationTxt1THE SUPPORTED ORGANIZATION, THE OASIS INSTITUTE, HAS A LONG STANDING RELATIONSHIP WITH ALBUQUERQUE OASIS. THIS RELATIONSHIP IS CONFIRMED BY THE OASIS SUPPORTING ORGANIZATION AGREEMENT BETWEEN ALBUQUERQUE OASIS AND THE OASIS INSTITUTE. THIS AGREEMENT REQUIRES THAT ALBUQUERQUE OASIS BE ORGANIZED AND OPERATED FOR THE SOLE PURPOSE OF BENEFITING, PERFORMING THE FUNCTIONS OF AND/OR CARRYING OUT THE PURPOSES OF THE OASIS INSTITUTE.
IRS990ScheduleA/Form990ScheduleAPartVIGrp/FormAndLineReferenceDesc0SCHEDULE A, PART I, LINE 11G
IRS990ScheduleA/Form990ScheduleAPartVIGrp/FormAndLineReferenceDesc1SCHEDULE A, PART IV, SECTION A, LINE 1
IRS990ScheduleA/OtherSupportSumAmt00
IRS990ScheduleA/SupportedOrganizationsCnt01
IRS990ScheduleA/SupportedOrganizationsTotalCnt01
IRS990ScheduleA/SupportedOrgInformationGrp/EIN0431830354
IRS990ScheduleA/SupportedOrgInformationGrp/GoverningDocumentListedInd01
IRS990ScheduleA/SupportedOrgInformationGrp/OrganizationTypeCd07
IRS990ScheduleA/SupportedOrgInformationGrp/OtherSupportAmt00
IRS990ScheduleA/SupportedOrgInformationGrp/SupportAmt0364830
IRS990ScheduleA/SupportedOrgInformationGrp/SupportedOrganizationName/BusinessNameLine1Txt0THE OASIS INSTITUTE
IRS990ScheduleA/SupportingOrganization509a3Ind0X
IRS990ScheduleA/SupportingOrgType1Ind0X
IRS990ScheduleA/SupportSumAmt0364830
IRS990/ScheduleBRequiredInd01
IRS990ScheduleD/DonatedServicesAndUseFcltsAmt09202
IRS990ScheduleD/DonatedServicesUseFcltsAmt09202
IRS990ScheduleD/EquipmentGrp/BookValueAmt05101
IRS990ScheduleD/EquipmentGrp/DepreciationAmt014336
IRS990ScheduleD/EquipmentGrp/OtherCostOrOtherBasisAmt019437
IRS990ScheduleD/ExpensesNotReportedAmt09202
IRS990ScheduleD/ExpensesNotRptFinclStmtAmt00
IRS990ScheduleD/ExpensesSubtotalAmt0457613
IRS990ScheduleD/LeaseholdImprovementsGrp/BookValueAmt030518
IRS990ScheduleD/LeaseholdImprovementsGrp/DepreciationAmt057793
IRS990ScheduleD/LeaseholdImprovementsGrp/OtherCostOrOtherBasisAmt088311
IRS990ScheduleD/NetUnrealizedGainsInvstAmt09243
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt017484
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt18003
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc0ANNUITY PAYABLE
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc1DUE TO OASIS INSTITUTE
IRS990ScheduleD/OtherRevenueAmt0-253
IRS990ScheduleD/RevenueNotReportedAmt018192
IRS990ScheduleD/RevenueNotReportedFinclStmtAmt00
IRS990ScheduleD/RevenueSubtotalAmt0568576
IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt0CHANGE IN VALUE OF ANNUITY -253.
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc0PART XI, LINE 2D - OTHER ADJUSTMENTS:
IRS990ScheduleD/TotalBookValueLandBuildingsAmt035619
IRS990ScheduleD/TotalExpensesPerForm990Amt0457613
IRS990ScheduleD/TotalLiabilityAmt025487
IRS990ScheduleD/TotalRevenuePerForm990Amt0568576
IRS990ScheduleD/TotalRevEtcAuditedFinclStmtAmt0586768
IRS990ScheduleD/TotExpnsEtcAuditedFinclStmtAmt0466815
IRS990/ScheduleJRequiredInd00
IRS990/ScheduleORequiredInd01
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0FORM 990 REVIEW PROCESS THE FORM 990 IS PREPARED BY A PUBLIC ACCOUNTING FIRM AND PRESENTED TO MANAGEMENT. THE FORM 990 IS REVIEWED BY THE EXECUTIVE DIRECTOR OF ALBUQUERQUE OASIS, AND THE DIRECTOR OF FINANCE AND ADMINISTRATION AND THE ACCOUNTING MANAGER 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/SupplementalInformationDetail/ExplanationTxt1CONFLICT OF INTEREST POLICY OFFICERS, DIRECTORS, COMMITTEE MEMBERS, STAFF MEMBERS, AND CONSULTANTS OF THE ORGANIZATION ARE REQUIRED TO A 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. IF AN EMPLOYEE FINDS THAT HE OR SHE HAS, OR IS CONSIDERING THE ASSUMPTION OF, A FINANCIAL INTEREST OR OUTSIDE RELATIONSHIP WHICH MIGHT INVOLVE A CONFLICT OF INTEREST, THE INDIVIDUAL SHOULD REFRAIN FROM ANY EXERCISE OF RESPONSIBILITY IN ANY MANNER WHICH MIGHT REASONABLY BE CONSIDERED TO BE AFFECTED BY ANY ADVERSE INTEREST.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2COMPENSATION OF OFFICERS OFFICER COMPENSATION IS DETERMINED BY THE BOARD OF DIRECTORS BASED ON CURRENT MARKET CONDITIONS AND SIMILAR SALARIED POSITIONS AT COMPARABLE ORGANIZATIONS.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3DISCLOSURE OF GOVERNING DOCUMENTS THE FINANCIAL STATEMENTS AND FORM 990 ARE MADE AVAILABLE TO THE PUBLIC UPON REQUEST AS WELL AS OTHER ORGANIZATIONAL DOCUMENTS, SUCH AS THE ARTICLES OF INCORPORATION AND BYLAWS AND CONFLICT OF INTEREST POLICY.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4CHANGE IN VALUE OF ANNUITY -253.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990, PART VI, SECTION B, LINE 11B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990, PART VI, SECTION B, LINE 12C
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990, PART VI, SECTION B, LINE 15A
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3FORM 990, PART VI, SECTION C, LINE 19
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4FORM 990, PART XI, LINE 9:
IRS990ScheduleR/AssetExchangeInd00
IRS990ScheduleR/AssetPurchaseFromOtherOrgInd00
IRS990ScheduleR/AssetSaleToOtherOrgInd00
IRS990ScheduleR/DivRelatedOrganizationInd00
IRS990ScheduleR/GiftGrntCapContriFromOthOrgInd01
IRS990ScheduleR/GiftGrntOrCapContriToOthOrgInd00
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/ControlledOrganizationInd00
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/DirectControllingNACd0N/A
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/DisregardedEntityName/BusinessNameLine1Txt0THE OASIS INSTITUTE
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/EIN0431830354
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/ExemptCodeSectionTxt0501(C)(3)
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/LegalDomicileStateCd0MO
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/PrimaryActivitiesTxt0CHARITABLE
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/PublicCharityStatusTxt0LINE 7
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/AddressLine1Txt011780 BORMAN DRIVE SUITE 400
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/CityNm0ST LOUIS
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/StateAbbreviationCd0MO
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/ZIPCd063146
IRS990ScheduleR/LoansOrGuaranteesFromOthOrgInd00
IRS990ScheduleR/LoansOrGuaranteesToOtherOrgInd00
IRS990ScheduleR/PaidEmployeesSharingInd00
IRS990ScheduleR/PerformOfServicesByOtherOrgInd01
IRS990ScheduleR/PerformOfServicesForOthOrgInd00
IRS990ScheduleR/ReceiptOfIntAnntsRntsRyltsInd00
IRS990ScheduleR/ReimbursementPaidByOtherOrgInd00
IRS990ScheduleR/ReimbursementPaidToOtherOrgInd01
IRS990ScheduleR/RentalOfFacilitiesToOthOrgInd00

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

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
2017Detailed filing. Detailed filing data is available for this year.$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