2024-11-13T07:50:13-06:00 2023-12-31 430831507 ANDERS MINKLER HUBER & HELM LLP 800 MARKET STREET SUITE 500 ST LOUIS MO 631012501 990 2023-01-01 320081580 ALBUQUERQUE OASIS ALBU 5058844529 3301 MENAUL BLVD NE SUITE 18 ALBUQUERQUE NM 87107 SCOTT SHARP EXECUTIVE DIRECTOR 5058844529 2024-11-11 1 0 JEANNE M DEE CPA P01082093 3146555500 2023 2024-10-15 13:58:12Z SCOTT SHARP 3301 MENAUL BLVD NE SUITE 18 ALBUQUERQUE NM 87107 612841 0 X ALBUQUERQUE.OASISNET.ORG X 2003 NM TO ENRICH THE LIVES OF MATURE ADULTS THROUGH LIFELONG LEARNING AND SERVICE OPPORTUNITIES. 8 7 9 549 0 0 368343 295210 203109 282340 8411 8284 4680 253 584543 586087 0 0 0 0 360375 372196 0 0 30101 352560 368274 712935 740470 -128392 -154383 683761 692801 178203 299121 505558 393680 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 231937 244047 ALBUQUERQUE OASIS OFFERS EDUCATIONAL OPPORTUNITIES ACROSS A WIDE RANGE OF SUBJECTS. OUR CLASSES, PRESENTATIONS, HIKES, WALKS, AND GROUPS FALL INTO THE FOLLOWING CATEGORIES: ART, CONSUMER, CURRENT EVENTS, FILM & TV, FOOD & NUTRITION, HEALTH, HISTORY, LITERATURE, MUSIC, PERFORMING ARTS, PERFORMANCES, PERSONAL ENRICHMENT, PHILOSOPHY, RELIGION & SPIRITUALITY, SCIENCE, MATH, & NATURE, SOUTHWEST, TECHNOLOGY, AND TRIPS & TRAVEL.OASIS OFFERS OUR EDUCATIONAL OPPORTUNITIES THROUGH IN-PERSON CLASSES, A HYBRID FORMAT WHICH PAIRS IN-PERSON WITH AN ONLINE PLATFORM, AND FULL ONLINE CLASSES THROUGH THE OASIS INSTITUTE. EVERY CLASS AT OASIS IS TAUGHT BY A QUALIFIED INSTRUCTOR WHO EXHIBITS EITHER ACADEMIC CREDENTIALS, PROFESSIONAL EXPERIENCE, OR DEMONSTRATED LIFE-EXPERIENCE RELEVANT TO THE TOPIC. IN 2023 OASIS OFFERED A TOTAL OF 434 CLASSES OVER THE COURSE OF THREE TRIMESTERS. 168965 0 VOLUNTEER SERVICE THROUGH ALBUQUERQUE OASIS IS PRIMARILY DEMONSTRATED THROUGH THE OASIS INTERGENERATIONAL TUTORING PROGRAM. TUTORS WORK WITH THREE PUBLIC SCHOOL DISTRICTS: ALBUQUERQUE PUBLIC SCHOOLS, BELEN CONSOLIDATED SCHOOLS, AND THE BERNALILLO PUBLIC SCHOOL DISTRICT. 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 2023 SCHOOL YEAR, THE OASIS INTERGENERATIONAL TUTORING PROGRAM TALLIED A TOTAL OF 14,991.25 VOLUNTEER HOURS. 165511 38293 ALBUQUERQUE OASIS PROMOTES WELLNESS THROUGH OUR HEALTH & WELLNESS PROGRAMMING. BY INCREASING AWARENESS, KNOWLEDGE, AND SKILLS FOR OLDER ADULTS IN THE AREAS OF HEALTH AND WELLNESS, ALBUQUERQUE OASIS PROMOTES HEALTHY AGING. OUR HEALTH AND WELLNESS CLASSES EMPHASIZE CURRENT RESEARCH ON AGING, FALLS PREVENTION, PHYSICAL ACTIVITY, DIET, AND EXERCISE. IN 2023, OASIS OFFERED A VARIETY OF BOTH EVIDENCE-BASED AND NON-EVIDENCE-BASED HEALTH AND WELLNESS CLASSES THROUGH IN-PERSON CLASSES, AND ONLINE. 11857 0 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. 11857 0 578270 1 1 0 0 0 0 0 0 0 0 1 0 0 1 1 1 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 19 0 1 9 1 0 0 0 0 0 0 0 0 0 0 0 0 X 8 7 0 0 0 0 0 0 0 1 1 0 0 1 1 1 1 0 0 1 0 0 NM X SCOTT SHARP 5058844529 3301 MENAUL BLVD NE SUITE 18 ALBUQUERQUE NM 87107 DAWN ANDERSON TREASURER 1.00 X X 0 114570 21768 LORNA M WIGGINS PRESIDENT 1.00 X X 0 0 0 BRET HEINRICH VICE PRESIDENT 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 TODD GRIFFIN DIRECTOR 1.00 X 0 0 0 KATHLEEN RASKOB EXECUTIVE DIRECTOR 40.00 X 80382 0 15032 80382 114570 36800 0 0 0 0 0 74051 221159 295210 EDUCATION 611710 244047 244047 HEALTH 611710 38293 38293 282340 8029 8029 27009 26754 255 255 255 OTHER 900099 253 253 253 586087 282340 0 8537 95414 81787 8625 5002 224571 192621 20160 11790 27233 23257 2560 1416 24978 21331 2348 1299 45086 45086 33468 19843 13625 26176 22190 3016 970 65135 55174 7637 2324 5941 5466 475 399 399 42344 35894 4881 1569 7718 7718 INSTRUCTORS 72383 72383 CATALOG PRINTING 24671 24362 293 16 PAYROLL AND OTHER FEES 14538 14538 PROGRAM MATERIALS 11311 10660 651 19104 13302 87 5715 740470 578270 132099 30101 103775 104277 30976 32552 65402 28335 3750 1750 7370 3673 319954 287098 75200 32856 234910 280349 162378 209009 683761 692801 86447 63869 35300 31082 56456 204170 178203 299121 X 419097 332681 86461 60999 505558 393680 683761 692801 X -154383 43129 -624 X X 0 1 X 1 0 X X 1 THE OASIS INSTITUTE 431830354 7 1 578270 0 1 578270 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 0 PART I, LINE 12G, COLUMN IV: ALBUQUERQUE OASIS SUPPORTS THE OASIS INSTITUTE BY PROVIDING THE OASIS PROGRAMS TO OLDER ADULTS IN THE ALBUQUERQUE AREA. DURING 2023, ALBUQUERQUE OASIS INCURRED COSTS OF $578,270 IMPLEMENTING THESE PROGRAMS. 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 251413 25042 43499 35685 7814 32856 DUE FROM NETWORK 42685 OPERATING ROU ASSET 162010 FINANCE ROU ASSET 707 DEPOSITS 3607 209009 CURRENT MATURITY OF OPERATING LEASE LIABILITY 51909 CURRENT MATURITY OF FINANCE LEASE LIABILITY 707 DUE TO NETOWRK 29535 LONG TERM OPERATING LEASE LIABILITY 122019 204170 X 642348 43129 13756 -624 56261 586087 0 586087 754226 13756 13756 740470 0 740470 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. PART XI, LINE 2D - OTHER ADJUSTMENTS: CHANGE IN VALUE OF GIFT ANNUITY 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 VALUE OF GIFT ANNUITY -624. FORM 990, PART XII, LINE 2C: NO CHANGES TO THIS PROCESS. THE OASIS INSTITUTE 500 NORTHWEST PLAZA DRIVE SUITE 425 ST ANN MO 63074 431830354 MO 501(C)(3) LINE 7 0 0 0 1 0 0 0 0 0 0 0 0 0 1 0 0 1 0 0 0