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Nonprofiteer
← OASIS INSTITUTE

Form 990 for tax year 2023

Filed by OASIS INSTITUTE.

Totals

Total revenue
$208,898
Total expenses
$401,341
Contributions and grants received
$57,606
Grants paid
$0
Program service revenue
$148,122
Investment income
$3,170
Other revenue
$0
Total assets, end of year
$579,099
Total liabilities, end of year
$147,516
Net assets or fund balances, end of year
$431,583
Program services expenses (Part IX)
$276,293
Management and general expenses
$106,543
Fundraising expenses
$18,505
Program service expenses (Part III)
$276,293

Program services were 68.8% of total expenses calculated — Part IX's program-services column over total expenses, both as filed.

Line items

Every line the filer filed in Parts VIII, IX and X, as filed and in filed order. Blank columns are left out, and the lines are not forced to add up to the totals above.

Revenue

Part VIII, the statement of revenue.

  • 1e · Government grants (contributions)

    $30,918

  • 1f · All other contributions, gifts and grants

    $26,688

  • 2a · Program service revenue: CLASS FEES

    total $148,122 · related or exempt $148,122

  • 3 · Investment income

    total $3,170 · excluded $3,170

Functional expenses

Part IX, the statement of functional expenses.

  • 5 · Compensation of officers, directors and key employees

    total $92,350 · program services $75,702 · management and general $9,235 · fundraising $7,413

  • 7 · Other salaries and wages

    total $59,315 · program services $48,622 · management and general $5,931 · fundraising $4,762

  • 9 · Other employee benefits

    total $3,808 · program services $3,121 · management and general $381 · fundraising $306

  • 10 · Payroll taxes

    total $14,289 · program services $11,713 · management and general $1,429 · fundraising $1,147

  • 11c · Fees: accounting

    total $49,669 · management and general $49,669

  • 11g · Fees: other

    total $18,485 · management and general $18,485

  • 13 · Office expenses

    total $3,585 · program services $3,278 · management and general $189 · fundraising $118

  • 16 · Occupancy

    total $57,216 · program services $52,639 · management and general $2,861 · fundraising $1,716

  • 17 · Travel

    total $1,630 · program services $1,630

  • 22 · Depreciation, depletion and amortization

    total $7,995 · program services $7,355 · management and general $400 · fundraising $240

  • 23 · Insurance

    total $7,518 · management and general $7,518

  • 24a · Other expenses: INSTRUCTORS

    total $56,868 · program services $56,868

  • 24b · Other expenses: PAYROLL AND OTHER FEES

    total $6,047 · management and general $6,047

  • 24c · Other expenses: CATALOG PRINTING

    total $5,328 · program services $5,328

  • 24d · Other expenses: EQUIPMENT

    total $4,316 · program services $3,971 · management and general $216 · fundraising $129

  • 24e · All other expenses

    total $12,922 · program services $6,066 · management and general $4,182 · fundraising $2,674

Balance sheet

Part X, book values.

  • 1 · Cash, non-interest-bearing

    end of year $273,133

  • 2 · Savings and temporary cash investments

    beginning of year $650,361 · end of year $202,925

  • 4 · Accounts receivable

    end of year $30,730

  • 9 · Prepaid expenses and deferred charges

    beginning of year $5,788 · end of year $28,184

  • 10a · Land, buildings and equipment: cost or other basis

    $39,973

  • 10b · Land, buildings and equipment: accumulated depreciation

    $26,242

  • 10c · Land, buildings and equipment, net

    beginning of year $21,726 · end of year $13,731

  • 15 · Other assets

    beginning of year $119,830 · end of year $30,396

  • 17 · Accounts payable and accrued expenses

    beginning of year $9,214 · end of year $33,743

  • 19 · Deferred revenue

    beginning of year $52,808 · end of year $30,363

  • 25 · Other liabilities

    beginning of year $111,657 · end of year $83,410

  • 27 · Net assets without donor restrictions

    beginning of year $624,026 · end of year $431,583

Mission and programs · 2023

Mission

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.

Activities or mission (Part I)

TO ENRICH THE LIVES OF MATURE ADULTS THROUGH LIFELONG LEARNING AND SERVICE OPPORTUNITIES.

  • 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.

    Expenses $118,784 · Revenue $51,516

  • 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.

    Expenses $111,191 · Revenue $94,193

  • 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.

    Expenses $34,250

  • 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.

    Expenses $12,068 · Revenue $2,413

As filed on the 2023 return. The filer continues this part on Schedule O, which is not shown here.

Listed in Part VII

  • Richard Butler

    CHAIR

    Total calculated
    $0
    Hours/week
    1

  • Bonnie Fox

    SECRETARY

    Total calculated
    $0
    Hours/week
    1

  • Particia Martinez

    TREASURER

    Total calculated
    $0
    Hours/week
    1

  • Susan Friedman

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • Dawn Anderson

    DIRECTOR

    Total calculated
    $136,338
    From this org
    $0
    From related orgs
    $136,338
    Other
    $0
    Hours/week
    2 + 41 related

  • Ann Cunningham

    EXECUTIVE DIRECTOR

    Total calculated
    $92,350
    From this org
    $92,350
    From related orgs
    $0
    Other
    $0
    Hours/week
    40

Compensation is as filed in Part VII: reportable pay from this organization and from related organizations, other compensation, and hours per week. The total, marked calculated, is our sum of the three dollar columns, with a blank column counted as $0; the form itself has no total. On a Form 990-EZ the columns are Part IV's instead, and on a Form 990-PF Part VIII's — compensation, contributions to benefit plans, and expense account — and the total sums those.

Grants on this return

No itemized grants to organizations on this return.

Related organizations on this return

Schedule R Part II: tax-exempt organizations related to the filer by control. It does not record shared board members or money.

Provenance

Return type
form_990
Tax year
2023
Filed
11 November 2024
IRS schema version
2023v5.1
Source object
202413179349303576

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