2023-11-14T12:58:05-06:00 2022-12-31 430765316 RUBINBROWN LLP 7676 FORSYTH BLVD SUITE 2100 SAINT LOUIS MO 63105 990 2022-01-01 863542366 OASIS ROCHESTER OASI 5857308800 259 MONROE AVENUE ROCHESTER NY 14607 ANN CUNNINGHAM EXECUTIVE DIRECTOR 5857308800 2023-11-14 1 ANN CUNNINGHAM 999009999 0 KIMBERLY A RYAN P00829977 3142903300 3 AAL1 IAL1 2022 2023-04-26 12:10:37Z ANN CUNNINGHAM 259 MONROE AVENUE ROCHESTER NY 14607 147710 0 3791 X ROCHESTER.OASISNET.ORG X 2021 MO TO ENRICH THE LIVES OF MATURE ADULTS THROUGH LIFELONG LEARNING AND SERVICE OPPORTUNITIES. 5 4 2 10 0 0 28800 22864 55193 124461 258 385 0 0 84251 147710 0 0 0 0 80987 156384 0 0 19264 120463 205893 201450 362277 -117199 -214567 925086 797705 86493 173679 838593 624026 X 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. 0 0 120149 57661 HEALTH - OASIS ROCHESTER 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. IN 2021, OASIS ROCHESTER BEGAN THE YEAR BY PIVOTING TO OFFERING ONLINE EXERCISE CLASSES THROUGH THE ZOOM ONLINE PLATFORM TO PEOPLE AT HOME. BY FALL 2021, MANY EXERCISE CLASSES RETURNED TO IN-PERSON LEARNING. IN 2022, OASIS ROCHESTER OFFERED EXERCISE AND HEALTH RELATED CLASSES VIA IN PERSON, ZOOM AND HYBRID MEANS. 96529 66800 EDUCATION - OASIS ROCHESTER OFFERS COURSES AND PRESENTATIONS ACROSS A WIDE RANGE OF SUBJECTS, INCLUDING THE ARTS, SCIENCE, HUMANITIES, WELLNESS/HEALTH, MUSICAL PERFORMANCES, AS WELL AS DAY TRIPS. DUE TO THE COVID-19 PANDEMIC WHICH CONTINUED IN 2021, MOST OFF-SITE OFFERINGS, MUSICAL PERFORMANCES, AND DAY TRIPS WERE LIMITED. MOST EDUCATIONAL OFFERINGS WERE PROVIDED USING THE ZOOM PLATFORM FOR MOST OF 2021. OASIS ROCHESTER SCHEDULES APPROXIMATELY 70-120 EDIFYING TOPICS EACH TRIMESTER THAT ARE TAUGHT BY QUALIFIED ACADEMIC AND PROFESSIONAL INSTRUCTORS. IN 2022, OASIS ROCHESTER OFFERED APPROXIMATELY 289 CLASSES AND ENROLLED 702 UNIQUE PARTICIPANTS. 31825 VOLUNTEER SERVICE - OASIS ROCHESTER WORKS WITH THE GREECE AND CHURCHVILLE CHILI CENTRAL SCHOOL DISTRICTS 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.VOLUNTEERS ALSO ASSIST IN RUNNING THE EDUCATION CENTER, REGISTERING CLASS PARTICIPANTS, DISTRIBUTING CATALOGS, AND ASSISTING WITH SPECIAL EVENTS AND TEACHING CLASSES.IN 2022, 59% OF CLASSES WERE TAUGHT BY VOLUNTEERS, WITH 5 VOLUNTEERS ASSISTING IN THE EDUCATION CENTER. 12132 TECHNOLOGY LITERACY - OASIS ROCHESTER PROVIDES A VARIETY OF TECHNOLOGY CLASSES FOR ITS PARTICIPANTS TO ASSIST OLDER ADULTS IMPROVE THEIR TECHNOLOGY LITERACY. THIS EVIDENCE-BASED CONNECTIONS CURRICULUM, DEVELOPED AND UPDATED ON AN ON-GOING BASIS BY THE OASIS INSTITUTE, INCLUDES TOPICS SUCH AS ANDROID AND IPHONE BASICS AND INTERMEDIATE PHONE SKILLS AND CYBERCRIME FIGHTERS, WHICH PROVIDES INFORMATION ON SCAMS, PHISHING AND PASSWORD PROTECTION. 12132 260635 1 0 0 0 0 0 0 0 0 0 1 0 0 1 1 0 1 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 1 10 0 2 1 0 0 0 0 0 0 0 0 0 0 0 0 X 5 4 0 0 0 0 0 0 0 1 1 0 0 1 1 1 1 0 0 1 0 0 NY X ANN CUNNINGHAM 5857308800 259 MONROE AVENUE ROCHESTER NY 14607 DAWN ANDERSON DIRECTOR 1.00 X 0 116915 16521 ANN CUNNINGHAM EXECUTIVE DIRECTOR 40.00 X 85000 0 0 RICHARD BUTLER PRESIDENT 1.00 X X 0 0 0 BONNIE FOX SECRETARY 1.00 X X 0 0 0 PATRICIA MARTINEZ TREASURER 1.00 X X 0 0 0 ANN DUCKETT DIRECTOR (RESIGNED 1/2022) 1.00 X 0 0 0 SUSAN FRIEDMAN MD DIRECTOR 1.00 X 0 0 0 85000 116915 16521 0 0 0 0 0 22864 3600 22864 EDUCATION 900099 66800 66800 HEALTH 900099 57661 57661 124461 385 385 147710 124461 0 385 85000 68000 8500 8500 57159 48537 5716 2906 2446 2005 245 196 11779 9655 1179 945 930 930 35775 35775 12499 12499 4397 4017 234 146 57390 52799 2869 1722 1698 1458 240 7335 6748 367 220 6820 6820 INSTRUCTORS 53331 53331 PAYROLL & OTHER FEES 5995 5995 CATALOG PRINTING 4785 4785 EQUIPMENT 2392 2201 120 71 12546 7099 889 4558 362277 260635 82378 19264 849992 650361 4543 5788 39973 18247 25461 21726 45090 119830 925086 797705 11306 9214 56914 52808 18273 111657 86493 173679 X 838593 624026 838593 624026 925086 797705 -214567 0 X 0 1 X 1 0 X X 1 THE OASIS INSTITUTE 431830354 7 1 260635 0 1 260635 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 0 SCHEDULE A, PART I, LINE 12G: OASIS ROCHESTER SUPPORTS THE OASIS INSTITUTE BY PROVIDING THE OASIS PROGRAMS TO OLDER ADULTS IN THE ROCHESTER AREA. DURING 2022, OASIS ROCHESTER INCURRED COSTS OF $260,635 IMPLEMENTING THESE PROGRAMS. SCHEDULE A, PART IV, SECTION A, LINE 1: THE SUPPORTED ORGANIZATION, THE OASIS INSTITUTE, HAS A STANDING RELATIONSHIP WITH OASIS ROCHESTER. THIS RELATIONSHIP IS CONFIRMED IN THE OASIS ROCHESTER BY-LAWS WHICH STATES THAT OASIS ROCHESTER IS ORGANIZED AND OPERATED FOR THE SOLE PURPOSE OF BENEFITING, PERFORMING THE FUNCTIONS OF AND/OR CARRYING OUT THE PURPOSES OF THE OASIS INSTITUTE. 39973 18247 21726 21726 DUE FROM THE OASIS INSTITUTE 33817 RIGHT-OF-USE ASSET - OPERATING LEASE 79055 RIGHT-OF-USE ASSET - FINANCING LEASE 6958 119830 DUE TO THE OASIS INSTITUTE 28639 OPERATING LEASE LIABILITY 76018 FINANCING LEASE LIABILITY 7000 111657 163403 15693 15693 147710 0 147710 377970 15693 15693 362277 0 362277 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 OASIS ROCHESTER, AND THE CHIEF OPERATING OFFICER 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 CHIEF OPERATING OFFICER 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 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 AUDITED 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. THE OASIS INSTITUTE 11780 BORMAN DRIVE SUITE 400 ST LOUIS MO 63146 431830354 CHARITABLE MO 501(C)(3) LINE 7 N/A 0 0 0 1 0 0 0 0 0 0 0 0 0 1 0 0 1 0 0 0 SCHEDULE R, PART II: OASIS ROCHESTER IS A SUBORDINATE ORGANIZATION IN A GROUP EXEMPTION UNDER THE OASIS INSTITUTE. AS SUCH, THE ORGANIZATION IS NOT REQUIRED TO DISCLOSE OTHER SUBORDINATE ORGANIZATIONS AS RELATED PARTIES ON SCHEDULE R.