Civic Intelligence

Oasis Sanctuary Foundation Ltd.

990 • Fiscal year 2020 • EIN 86-0885646

Jan 01, 2020 to Dec 31, 2020 • Filed on Nov 01, 2021

PO Box 2166Scottsdale, AZ 85252

(520) 212-4737

Siviq Scores

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

Liabilities / Assets

27th percentile

0.01x

Higher debt load relative to assets than 27% of similar nonprofits.

2020 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2020

Liabilities / Revenue

27th percentile

0.02x

Higher debt load relative to revenue than 27% of similar nonprofits.

2020 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2020

Net Margin

78th percentile

25%

Higher net margin than 78% of similar nonprofits.

2020 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2020

Top Officer Pay

44th percentile

$40,504

Higher top officer pay than 44% of similar nonprofits.

Top officer pay equals 2.9% of source-year revenue.

2020 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2020

Asset Growth

65th percentile

14%

Faster asset growth than 65% of similar nonprofits.

2020 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2019 to 2020

Revenue Growth

56th percentile

3.6%

Faster revenue growth than 56% of similar nonprofits.

2020 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2019 to 2020

Assets

Up

$3,129,555

Up $390,144 (+14%) from 2019

Net Assets

Up

$3,095,010

Up $387,733 (+14%) from 2019

Liabilities

Up

$34,545

Up $2,411 (+7.5%) from 2019

Revenue

Up

$1,383,749

Up $48,434 (+3.6%) from 2019

Expenses

Up

$1,037,465

Up $90,221 (+9.5%) from 2019

Net Income

Down

$346,284

Down $41,787 (-11%) from 2019

Historical Trend

Balance Sheet Trend

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

$8.0M$6.0M$4.0M$2.0M$0Assets 2010: $684,092Liabilities 2010: $32,077Net Assets 2010: $652,0152010Assets 2011: $862,315Liabilities 2011: $35,852Net Assets 2011: $826,4632011Assets 2012: $904,013Liabilities 2012: $18,584Net Assets 2012: $885,4292012Assets 2013: $972,742Liabilities 2013: $21,978Net Assets 2013: $950,7642013Assets 2014: $1,076,112Liabilities 2014: $54,387Net Assets 2014: $1,021,7252014Assets 2015: $1,106,590Liabilities 2015: $34,460Net Assets 2015: $1,072,1302015Assets 2016: $1,209,394Liabilities 2016: $48,084Net Assets 2016: $1,161,3102016Assets 2017: $1,783,500Liabilities 2017: $29,483Net Assets 2017: $1,754,0172017Assets 2018: $2,335,939Liabilities 2018: $50,560Net Assets 2018: $2,285,3792018Assets 2019: $2,739,411Liabilities 2019: $32,134Net Assets 2019: $2,707,2772019Assets 2020: $3,129,555Liabilities 2020: $34,545Net Assets 2020: $3,095,0102020Assets 2021: $3,640,945Liabilities 2021: $26,288Net Assets 2021: $3,614,6572021Assets 2022: $4,032,158Liabilities 2022: $20,640Net Assets 2022: $4,011,5182022Assets 2023: $4,978,233Liabilities 2023: $21,756Net Assets 2023: $4,956,4772023Assets 2024: $6,625,262Liabilities 2024: $11,343Net Assets 2024: $6,613,9192024

Highlighted filing

2020

Assets$3,129,555
Liabilities$34,545
Net Assets$3,095,010

Operations Trend

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

$3.0M$2.0M$1.0M$0Expenses 2010: $623,6512010Revenue 2011: $829,448Expenses 2011: $646,761Net Income 2011: $182,6872011Expenses 2012: $681,0802012Revenue 2013: $792,953Expenses 2013: $739,953Net Income 2013: $53,0002013Revenue 2014: $852,889Expenses 2014: $781,126Net Income 2014: $71,7632014Revenue 2015: $877,900Expenses 2015: $808,928Net Income 2015: $68,9722015Revenue 2016: $946,116Expenses 2016: $864,096Net Income 2016: $82,0202016Revenue 2017: $1,423,624Expenses 2017: $849,106Net Income 2017: $574,5182017Revenue 2018: $1,557,779Expenses 2018: $979,318Net Income 2018: $578,4612018Revenue 2019: $1,335,315Expenses 2019: $947,244Net Income 2019: $388,0712019Revenue 2020: $1,383,749Expenses 2020: $1,037,465Net Income 2020: $346,2842020Revenue 2021: $1,559,360Expenses 2021: $1,043,685Net Income 2021: $515,6752021Revenue 2022: $1,700,845Expenses 2022: $1,163,021Net Income 2022: $537,8242022Revenue 2023: $2,206,827Expenses 2023: $1,314,427Net Income 2023: $892,4002023Revenue 2024: $2,972,237Expenses 2024: $1,295,052Net Income 2024: $1,677,1852024

Highlighted filing

2020

Revenue$1,383,749
Expenses$1,037,465
Net Income$346,284
Jump To
Filing Snapshot
Filing Period
Jan 1, 2020 to Dec 31, 2020
Signed
Nov 1, 2021
Return Version
2020v4.1
Gross Receipts
$1,511,116
Mission and Program Overview

Mission

The oasis sanctuary is a rescue and retirement facility for exotic birds. The sanctuary offers birds a stable, loving home for the duration of the birds natural life.

Balance Sheet Detail
LineBeginningEndChange
Assets
Land, Buildings, and Equipment, Net$1,581,270$1,563,205▼ $18,065
Cash and Non-Interest-Bearing Accounts$689,562$763,989▲ $74,427
Investments in Publicly Traded Securities$420,619$554,369▲ $133,750
Savings and Temporary Cash Investments$45,826$245,858▲ $200,032
Loans From Officers Directors$17,989$15,610▼ $2,379
Inventories for Sale or Use$2,134$2,134→ $0
Total Assets$2,739,411$3,129,555▲ $390,144
Liabilities
Accounts Payable and Accrued Expenses$14,145$18,935▲ $4,790
Total Liabilities$32,134$34,545▲ $2,411
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$2,273,652$2,600,289▲ $326,637
Net Assets With Donor Restrictions$433,625$494,721▲ $61,096
Total Net Assets Fund Balance$2,707,277$3,095,010▲ $387,733
Total Liabilities and Net Assets / Fund Balance$2,739,411$3,129,555▲ $390,144

Asset Categories

AssetBook ValueDepreciationBasis
Buildings$1,218,610$187,376$1,405,986
Equipment$43,653$518,147$561,800
Land$252,000-$252,000
Other Land Buildings-$53,605$53,605
Leasehold Improvements$48,942$1,645$50,587

Endowment Activity

PeriodBeginningContrib.Gain/LossOther UsesEnd
2020$433,625$84,811▲ $173$23,888$494,721
2019$678,118$596,496▲ $390$841,379$433,625
2018$620,779$223,873▲ $305$166,839$678,118
2017$153,638$481,333▲ $139$14,331$620,779
2016$147,458$109,385▲ $63$103,268$153,638
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseTotal
Julie DysonAssociate DirectorFT$40,504$40,504
Janet TrumbuleExecutive Director of AdministrationFT$39,283$39,283
Joseph W Dyson JrExecutive Director of OperationsFT$38,899$38,899

Board Members and Trustees

NameTitle
Todd DriggersPresident
Amber Lynn PuckettDirector
Julie YeagerDirector
Noelle FontaineDirector
Patricia RudikoffSecretary
Neal RudikoffTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$1,350,610
Program Service Revenue
$0
Investment Income
$23,066
Other Revenue
$10,073
All Other Contributions
$1,245,974
Change in Net Assets
$346,284

Noncash Contribution Practices

Property subject to holding requirements
No
Reviewed unusual noncash gifts
Yes
Third parties used for noncash contributions
No

Noncash Contributions

Contribution TypeContribution CountReported AmountValuation Method
Other Non Cash Contri Table224$73,569Fair Market Value (FMV)
Other Non Cash Contri Table43$8,962Fair Market Value (FMV)
Total Noncash Contributions267$82,531-
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$607,196
Salaries, Compensation, and Employee Benefits$430,269
Total Fundraising Expense$64,297
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Salaries and Wages$210,121$42,024$28,016$280,161
Current Officers, Directors, Trustees, and Key Employees$89,015$17,803$11,869$118,687
Depreciation Depletion$59,982--$59,982
Fees for Services Accounting$33,040$5,650-$38,690
Insurance$31,809$2,602$560$34,971
Office Expenses$28,622$1,485$4,096$34,203
Payroll Taxes$23,561$4,712$3,141$31,414
Fees for Services Other$24,597--$24,597
Occupancy$9,000--$9,000
Travel$6,837$80$34$6,951
Fees for Service Investment Mgmnt Fees-$5,458-$5,458
Fees for Services Legal$1,360--$1,360
Advertising$155-$80$235
Other Expenses$1,402$102$8,295$102
Other Employee Benefits$5$1$1$7
Total Functional Expenses$880,943$92,225$64,297$1,037,465
Fundraising, Events, and Gaming
Fundraising activities
Yes
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Fundraising Direct Expenses$8,962
Fundraising Gross Income$8,962
Professional Fundraising Fees$0

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Auction$23,954$8,962$8,962$0
Total Events$23,954$8,962$8,962-
Political and Lobbying Activity
Political campaign activity
No
Lobbying activity
No
Subject to proxy tax
No
Insider Transactions and Loans

Loans and Receivables

Line ItemBeginningEndChange
Loans from Officers, Directors, Trustees, and Key Employees$17,989$15,610▼ $2,379
Debt and Bond Financing

Other Reported Liabilities

LiabilityAmount
Federal income taxes-
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
Yes
Backup withholding compliance
Yes
Business relationship with 35% controlled entity
No
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
Yes
Conflict-of-interest policy
Yes
Audited financial statements prepared
No
Key decisions subject to board approval
No
Management duties delegated
No

Governance Explanations

Form 990, Part VI, Section A, Line 2

Board members neal rudikoff and patricia rudikoff are related as defined by the irs definition of relative. Executive director of operations, joseph dyson, jr. And assistant director of operations, julie dyson are related as defined by the irs definition of relative.

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

The treasurer of the organization distributes a pdf copy of the 990 to all board members for review and comment prior to the return being filed. At the first meeting of the board following the filing of the 990 with the irs, the complete form 990 is presented to the board by the organizations lead officers with responsibility over the form 990s review thereafter, questions are taken and the form, its preparation, and its public relation impact is discussed.

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

At each board and committee meeting, if there is a discussion of selecting or engaging a vendor or service provider, all in attendance are asked to recuse themselves from this discussion if there could be a perceived conflict. Annually, the organization reviews and discusses the conflict of interest policy and requests that each board member list and acknowledge any known conflicts.

Form 990, Part VI, Section B, Line 15

The board reviews the compensation for all officers and may compare their compensation to the compensation of individuals in like positions in comparable organizations using forms 990, compensation studies, and other available data. The board then approves any reasonable changes in compensation based on this information. The organization has no other paid officers or employees meeting the irs definition of a key employee.

Form 990, Part VI, Section C, Line 19

Requests for copies of the organizations governing documents, conflict of interest policy, and financial statements may be made in writing or in person at the organizations main business location. All such requests are fulfilled in a timely manner. Additionally, copies of the organizations three most recent form 990s are available on the organizations website.

Filing and Contact Details

Filer

Filer Name
Oasis Sanctuary Foundation Ltd
EIN
86-0885646
Phone
5202124737
Address
PO BOX 2166, SCOTTSDALE, AZ 85252

Signing Officer

Name
Janet Trumbule
Title
Executive Director of Administratio
Signed
2021-11-01
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Todd Driggers
Formed
1997
Legal Domicile
Az
Voting Board Members
7
Independent Board Members
6
Employees
16
Volunteers
19

Preparer

Firm
Sechler Morgan Cpas Pllc
Address
2418 W BARROW DRIVE, CHANDLER, AZ 85224
Preparer
Kristina Morgan CPA
Phone
6022302700
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Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Facts available. Structured filing facts are available, but richer extracted sections are limited.$6.63$0.01$6.61$2.97$1.30$1.68
2023Summary only. Only limited summary data is available for this year.$4.98$0.02$4.96$2.21$1.31$0.89
2022Facts available. Structured filing facts are available, but richer extracted sections are limited.$4.03$0.02$4.01$1.70$1.16$0.54
2021Facts available. Structured filing facts are available, but richer extracted sections are limited.$3.64$0.03$3.61$1.56$1.04$0.52
2020Detailed filing. Detailed filing data is available for this year.$3.13$0.03$3.10$1.38$1.04$0.35
2019Facts available. Structured filing facts are available, but richer extracted sections are limited.$2.74$0.03$2.71$1.34$0.95$0.39
2018Facts available. Structured filing facts are available, but richer extracted sections are limited.$2.34$0.05$2.29$1.56$0.98$0.58
2017XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.78$0.03$1.75$1.42$0.85$0.57
2016XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.21$0.05$1.16$0.95$0.86$0.08
2015Summary only. Only limited summary data is available for this year.$1.11$0.03$1.07$0.88$0.81$0.07
2014Detailed filing. Detailed filing data is available for this year.$1.08$0.05$1.02$0.85$0.78$0.07
2013Detailed filing. Detailed filing data is available for this year.$0.97$0.02$0.95$0.79$0.74$0.05
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.90$0.02$0.89$0.68
2011Summary only. Only limited summary data is available for this year.$0.86$0.04$0.83$0.83$0.65$0.18
2010Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.68$0.03$0.65$0.62
Peer Organizations

Similar nonprofits based on the same Siviq industry and scale cohort. 2020 filings • 501(c)3 • $1M-$5M nonprofits