2024-11-12T11:04:01-06:00 2023-12-31 430831507 ANDERS MINKLER HUBER & HELM LLP 800 MARKET STREET SUITE 500 ST LOUIS MO 631012501 990 2023-01-01 863542366 ROCHESTER OASIS ROCH 5857308800 259 MONROE AVE ROCHESTER NY 14607 ANN CUNNINGHAM EXECUTIVE DIRECTOR 5857308800 2024-11-11 1 0 JEANNE M DEE CPA P01082093 3146555500 2023 2024-10-15 13:58:12Z ANN CUNNINGHAM 259 MONROE AVE ROCHESTER NY 14607 208898 0 X ROCHESTER.OASISNET.ORG X 2021 MO TO ENRICH THE LIVES OF MATURE ADULTS THROUGH LIFELONG LEARNING AND SERVICE OPPORTUNITIES. 5 4 2 47 0 0 22864 57606 124461 148122 385 3170 0 0 147710 208898 0 0 0 0 144605 169762 0 0 18505 217672 231579 362277 401341 -214567 -192443 797705 579099 173679 147516 624026 431583 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 118784 51516 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 2023, OASIS ROCHESTER OFFERED EXERCISE AND HEALTH RELATED CLASSES VIA IN PERSON, ZOOM AND HYBRID MEANS. 111191 94193 EDUCATION - OASIS ROCHESTER OFFERS COURSES AND PRESENTATIONS ACROSS A WIDE RANGE OF SUBJECTS, INCLUDING THE ARTS, SCIENCE, HUMANITIES, HISTORY, LANGUAGES, WELLNESS/HEALTH, MUSICAL PERFORMANCES, DAY TRIPS AND MUSEUM VISITS. OASIS ROCHESTER SCHEDULES APPROXIMATELY 70-120 EDIFYING TOPICS EACH TRIMESTER THAT ARE TAUGHT BY QUALIFIED ACADEMIC AND PROFESSIONAL INSTRUCTORS. IN 2023, OASIS ROCHESTER OFFERED APPROXIMATELY 315 CLASSES AND ENROLLED 773 UNIQUE PARTICIPANTS. 34250 0 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 2023, 59% OF CLASSES WERE TAUGHT BY VOLUNTEERS, WITH 15 VOLUNTEERS ASSISTING IN THE TUTORING PROGRAM. 12068 2413 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. 12068 2413 276293 1 1 0 0 0 0 0 0 0 0 1 0 0 1 1 1 0 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 11 0 1 2 1 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 AVE ROCHESTER NY 14607 RICHARD BUTLER CHAIR 1.00 X X 0 0 0 BONNIE FOX SECRETARY 1.00 X X 0 0 0 PARTICIA MARTINEZ TREASURER 1.00 X X 0 0 0 SUSAN FRIEDMAN DIRECTOR 1.00 X 0 0 0 DAWN ANDERSON DIRECTOR 2.00 41.00 X X 0 136338 0 ANN CUNNINGHAM EXECUTIVE DIRECTOR 40.00 X 92350 0 0 92350 136338 0 0 0 0 0 0 30918 26688 57606 CLASS FEES 611710 148122 148122 148122 3170 3170 208898 148122 0 3170 92350 75702 9235 7413 59315 48622 5931 4762 3808 3121 381 306 14289 11713 1429 1147 49669 49669 18485 18485 3585 3278 189 118 57216 52639 2861 1716 1630 1630 7995 7355 400 240 7518 7518 INSTRUCTORS 56868 56868 PAYROLL AND OTHER FEES 6047 6047 CATALOG PRINTING 5328 5328 EQUIPMENT 4316 3971 216 129 12922 6066 4182 2674 401341 276293 106543 18505 273133 650361 202925 30730 5788 28184 39973 26242 21726 13731 119830 30396 797705 579099 9214 33743 52808 30363 111657 83410 173679 147516 X 624026 431583 624026 431583 797705 579099 -192443 0 X X 1 X 1 X 1 0 X X 1 THE OASIS INSTITUTE 431830354 7 1 291843 0 1 291843 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 0 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. RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 39973 26242 13731 13731 OPERATING ROU ASSET 26044 FINANCE ROU ASSET 4352 30396 CURRENT MATURITY OF OPERATING LEASE LIABILITY 26436 CURRENT MATURITY OF FINANCE LEASE LIABILITY 1689 DUE TO NETWORK 52563 LONG-TERM FINANCE LEASE LIABILITY 2722 83410 X 224448 15550 15550 208898 0 208898 416891 15550 15550 401341 0 401341 PART X, LINE 2: THE ORGANIZATION IS EXEMPT FROM FEDERAL INCOME TAXES UNDER SECTION 501(C)(3) OF THE INTERNAL REVENUE CODE (THE "CODE"), EXCEPT ON NET INCOME DERIVED FROM UNRELATED BUSINESS ACTIVITIES AS DEFINED IN THE CODE. ACCORDINGLY, THE ORGANIZATION FILES AS A TAX EXEMPT ORGANIZATION. THE ORGANIZATION FOLLOWS GUIDANCE ISSUED BY THE FASB ON ACCOUNTING FOR INCOME TAXES AND HAS EVALUATED ITS TAX POSITIONS, EXPIRING STATUTES OF LIMITATIONS, AUDITS, PROPOSED SETTLEMENTS, CHANGES IN TAX LAW AND NEW AUTHORITATIVE RULINGS, AND BELIEVES THAT NO PROVISION FOR INCOME TAXES IS NECESSARY TO COVER ANY UNCERTAIN TAX POSITIONS. THE ORGANIZATION'S RETURNS FOR TAX YEARS 2020 AND LATER REMAIN SUBJECT TO EXAMINATION BY TAXING AUTHORITIES. 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 FORM 990, PART XII, LINE 2C: NO CHANGES TO THIS PROCESS. THE OASIS INSTITUTE 500 NORTHWEST PLAZA SUITE 425 ST ANN MO 63074 431830354 CHARITABLE MO 501(C)(3) 0 0 0 1 0 0 0 0 0 0 0 0 0 1 0 0 1 0 0 0