2023-11-11T20:06:02-06:00 2022-12-31 430765316 RUBINBROWN LLP 7676 FORSYTH BLVD SUITE 2100 SAINT LOUIS MO 63105 990 2022-01-01 320081580 ALBUQUERQUE OASIS ALBU 5058844529 3301 MENAUL BLVD NE 18 ALBUQUERQUE NM 87107 LORNA M WIGGINS CHAIRMAN 5058844529 2023-11-10 1 LORNA WIGGINS 999009999 0 KIMBERLY A RYAN P00829977 3142903300 3 AAL1 IAL1 2022 2023-04-26 12:10:37Z KATHLEEN RASKOB 3301 MENAUL BLVD NE 18 ALBUQUERQUE NM 87107 684490 0 3791 X OASISABQ.ORG X 2003 NM TO ENRICH THE LIVES OF MATURE ADULTS THROUGH LIFELONG LEARNING AND SERVICE OPPORTUNITIES. 7 6 11 356 0 0 514953 368343 195060 203109 8312 8451 0 4640 718325 584543 0 0 0 0 360374 386034 0 0 32822 292871 326901 653245 712935 65080 -128392 808495 683761 103682 178203 704813 505558 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 270251 174826 EDUCATION - ALBUQUERQUE OASIS OFFERS COURSES AND PRESENTATIONS ACROSS A WIDE RANGE OF SUBJECTS, INCLUDING THE ARTS, SCIENCE, HUMANITIES, WELLNESS/HEALTH, MUSICAL PERFORMANCES, AND AS WELL AS HIKES AND WALKS. OASIS CURTAILED BUT DID NOT COMPLETELY ELIMINATE OFF-SITE OFFERINGS, MUSICAL PERFORMANCES, AND DAY TRIPS DUE TO THE CONTINUING EFFECTS OF THE COVID-19 PANDEMIC. EDUCATIONAL OFFERINGS CONTINUED TO BE PROVIDED THROUGH A VARIETY OF METHODS - ONLINE USING THE ZOOM PLATFORM, IN-PERSON, AND THROUGH A HYBRID MODEL (BOTH IN-PERSON AND ON ZOOM AT THE SAME TIME). ALBUQUERQUE OASIS SCHEDULES APPROXIMATELY 140 TO 170 EDIFYING TOPICS EACH TRIMESTER THAT ARE TAUGHT BY QUALIFIED ACADEMIC AND PROFESSIONAL INSTRUCTORS. (CONTINUED ON SCHEDULE O)IN 2022 AND 2021, ALBUQUERQUE OASIS OFFERED 471 AND 423 CLASSES AND ENROLLED 2,295 AND 1,983 UNIQUE PARTICIPANTS, RESPECTIVELY. 160944 VOLUNTEER SERVICE - ALBUQUERQUE OASIS WORKS WITH THE ALBUQUERQUE PUBLIC SCHOOL DISTRICT, BELEN CONSOLIDATED SCHOOLS, 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 READING AND LEARNING. DURING THE 2021-2022 SCHOOL YEAR, TUTORING RETURNED TO IN-PERSON WITH 225 VOLUNTEERS TOTAL (BOTH RETURNING AND NEWLY TRAINED).IN 2022 AND 2021, 356 AND 360 VOLUNTEERS, RESPECTIVELY, SERVED THE ALBUQUERQUE COMMUNITY THROUGH ALBUQUERQUE OASIS. 112000 28283 HEALTH - 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. IN 2022, OASIS OFFERED A VARIETY OF EXERCISE CLASSES, MANY OF WHICH ARE EVIDENCE-BASED, BOTH IN PERSON AND THROUGH THE ZOOM ONLINE PLATFORM. 11024 TECHNOLOGY LITERACY - ALBUQUERQUE OASIS 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. 11024 554219 1 1 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 14 0 11 1 0 0 0 0 0 0 0 0 0 0 0 0 X 7 6 0 0 0 0 0 0 0 1 1 0 0 1 1 1 1 0 0 1 0 0 NM X KATHLEEN RASKOB 5058844529 3301 MENAUL BOULEVARD NE SUITE 18 ALBUQUERQUE NM 87107 DAWN ANDERSON TREASURER 1.00 X X 0 116915 16521 KATHLEEN RASKOB EXECUTIVE DIRECTOR 40.00 X 88269 0 3063 LORNA M WIGGINS CHAIRMAN 1.00 X X 0 0 0 BRET HEINRICH VICE CHAIR 1.00 X X 0 0 0 ANNE SAPON SECRETARY 1.00 X X 0 0 0 CHRISSY AKES DIRECTOR 1.00 X 0 0 0 WEI-ANN BAY MD DIRECTOR 1.00 X 0 0 0 WILLIAM ITOH DIRECTOR 1.00 X 0 0 0 88269 116915 19584 0 0 0 0 0 40000 129408 198935 3599 368343 EDUCATION 900099 174826 174826 HEALTH 900099 28283 28283 203109 8411 8411 99987 99947 40 40 40 4640 4640 4640 584543 203109 0 13091 91332 63932 13700 13700 238337 212683 21735 3919 2882 2707 175 27824 23515 2979 1330 25659 21563 2748 1348 29449 29449 29616 10976 18640 37 37 27854 23487 3608 759 53479 45229 6323 1927 613 613 930 357 573 42100 35640 4906 1554 4787 4787 INSTRUCTORS 66058 66058 CATALOG PRINTING 16743 16743 PROGRAM MATERIALS 13313 13109 204 PAYROLL AND OTHER FEES 12608 12608 29314 18220 2809 8285 712935 554219 125894 32822 46976 103775 50463 30976 10000 65402 5850 3750 7690 7370 319964 244764 113701 75200 388955 234910 184860 162378 808495 683761 61721 72595 37309 35300 4652 70308 103682 178203 X 631082 419097 73731 86461 704813 505558 808495 683761 X -128392 -69745 -504 -614 X X 0 1 X 1 1 1 X X 1 THE OASIS INSTITUTE 431830354 7 1 554219 0 1 554219 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 0 SCHEDULE A, PART I, LINE 12G: ALBUQUERQUE OASIS SUPPORTS THE OASIS INSTITUTE BY PROVIDING THE OASIS PROGRAMS TO OLDER ADULTS IN THE ALBUQUERQUE AREA. DURING 2022, ALBUQUERQUE OASIS INCURRED COSTS OF $554,219 IMPLEMENTING THESE PROGRAMS. SCHEDULE A, PART IV, SECTION A, LINE 1: THE 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. RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 276455 213784 62671 43509 30980 12529 75200 OTHER ASSETS 14076 DUE FROM OASIS INSTITUTE 106338 RIGHT-OF-USE ASSET - OPERATING 39873 RIGHT-OF-USE ASSET - FINANCING 2091 162378 DUE TO OASIS INSTITUTE 14471 ANNUITY PAYABLE 13852 OPERATING LEASE LIABILITY 39873 FINANCING LEASE LIABILITY 2112 70308 522995 -69745 8811 -614 -61548 584543 0 584543 722250 9315 9315 712935 0 712935 PART XI, LINE 2D - OTHER ADJUSTMENTS: CHANGE IN FAIR VALUE OF ANNUITY -614. 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 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 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. FORM 990, PART XI, LINE 9: CHANGE IN FAIR VALUE OF ANNUITY -614. FORM 990, PART XII, LINE 2C: THE PROCESS HAS NOT CHANGED FROM THE PRIOR YEAR. 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: ALBUQUERQUE OASIS 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.