The Oasis Institute

Nonprofit profile at a glance

EIN
431830354
IRS 990 coverage
2010–2024
Forms available
Form 990 2024
Location
St Ann, MO, USA
Phone
3148622933
Rating
78
Verdict
SUPPORTED
Rating confidence
Standard
Sector
Senior Centers

Reported finances

Revenue
$7,739,606
Expenses
$7,811,764
Assets
$2,912,202
Liabilities
$4,015,681

Source: IRS Form 990. Selected filing: tax year 2024. Amounts in USD.

Leadership & pay

27 people listed

Executive titles in this filing

  • PAUL WEISS (PRESIDENT)

Highest reported compensation

  • PAUL WEISS (PRESIDENT): $215,195 total reported compensation
  • DAWN ANDERSON (CHIEF OPERATING OFFICER): $147,242 total reported compensation
  • ROBERT CLARK (CHIEF INFORMATION OFFICER): $145,649 total reported compensation

Source: IRS Form 990. Selected filing: tax year 2024. Names and roles reflect this filing, not necessarily current officeholders.

Overview

Mission

Oasis is a national educational organization designed to empower the lives of older adults, and includes a national network of oasis programs in more than 250 communities through seven education centers and a national network of over 800 partners in 47 states. Oasis offers challenging programs in the arts, humanities, health, technology literacy and volunteer service and creates opportunities for older adults to continue their personal growth and provide meaningful service to the community. Oasis was established in st. Louis in 1982.

What it reported doing in 2024

Health - the institute's health education programs provide behavior-change workshops emphasizing increasing awareness, knowledge and skills for older adults to address their health needs and management. Oasis both creates health program content and holds licenses for nationally recognized evidence-based workshops. These programs are implemented by the supporting organizations as well as non-supporting organization centers and program sites. Program content includes topics on nutrition, exercise, chronic disease management, diabetes management, falls prevention, reducing social isolation and general health promotion.the health education programs prioritize evidence-based health programs such as the self-management resource center's chronic disease self-management and diabetes self-management programs, aging mastery program, and a matter of balance through mainehealth. The institute collaborates with community partners to provide effective health behavior change programs in community locations to improve long-term health outcomes. Programs focused on behavior change are multi-session workshops while many health education programs are one-time sessions. Oasis is analyzing the data from the three-year grant from the administration for community living to study the impact of oasis' proprietary program, virtual healthy habits. Oasis implemented and collected data from participants enrolled in the research study. The analysis of programmatic outcomes is very promising. Oasis expects virtual healthy habits will become a program that will be licensed throughout the country and serve as a sustainable revenue stream in the next 1-3 years. In 2019, the institute was awarded a cooperative agreement with the administration for community living, part of the united states department of health and human services, to develop a new national program, community care corps. As a result, the institute is a national funder discovering effective models for non-medical volunteer caregiving programs to maintain the independence of older adults. Since 2020, oasis has awarded 109 grants to organizations across the country. In 2020, oasis was also awarded a multi-year grant through the administration for community living for innovations in nutrition programs and services. Through this grant, oasis is researching the effectiveness of the newly developed virtual healthy habits program as an innovative approach to nutrition education, hands-on meal preparation and socializing for older adults. Oasis was awarded another five-years of funding to continue this work in 2024.

Operating model

Revenue model
Grant-funded. 71% of the money available for current operations came from government grants.
Distribution model
Direct operator. The filing allocates 100% of reported program-service expenses outside its grant, affiliate-payment, and member-benefit lines. This expense classification does not rule out separately announced grant awards.
  • Includes noncash contributions: Reported contributions include donated property or goods.

The verdict

SUPPORTED - A large share of available resources goes toward mission work and the filed numbers largely add up. Fundraising costs are high for each dollar raised and some related-organization disclosures are missing.

Rating breakdown

  • Financial Efficiency: 79
  • Transparency & Controls: 76
  • Accountability: 95
  • Sustainability: 21
  • Growth: 80

Detailed rating inputs

Financial Efficiency

  • Mission deployment rate: 82.5%; rating input score 83
  • Program expense ratio: 80.7%; rating input score 81
  • Fundraising efficiency: $15.06 raised per $1 spent on fundraising; rating input score 51; 51st percentile among comparable filings

Transparency & Controls

  • Consistency checks: 93.8%; rating input score 94; 20th percentile among comparable filings
  • Pay-setting controls: 3 of 6 controls in place; rating input score 50
    • Compensation committee: Missing
    • Independent consultant: Missing
    • Other Form 990s reviewed: Pass
    • Written employment contract: Missing
    • Compensation survey or study: Pass
    • Board or committee approval: Pass
  • Foreign activity oversight: Limited
  • Grant itemization coverage: Limited
  • Major donor itemization: Yes; rating input score 100
  • Related-party transparency: No; rating input score 0

Accountability

  • Independent voting board: 100%; rating input score 100; 63rd percentile among comparable filings
  • Governance controls: 8 of 9 controls in place; rating input score 89
    • Conflict-of-interest policy: Pass
    • Whistleblower policy: Pass
    • Document-retention policy: Pass
    • CEO compensation review process: Pass
    • Other executive compensation review process: Fail
    • Form 990 shared with the board: Pass
    • Board meeting minutes documented: Pass
    • Audit committee oversight: Pass
    • Independent financial-statement audit: Pass

Sustainability

  • Operating margin: -0.9%; rating input score 30; 30th percentile among comparable filings
  • Total-asset coverage ratio: 0.37; rating input score 12; 12th percentile among comparable filings
  • Liabilities to assets ratio: 1.38; rating input score 2; 2nd percentile among comparable filings
  • Officer compensation ratio: 10.6%; rating input score 28; 28th percentile among comparable filings

Growth

  • Program expense growth: 6.4% per year; rating input score 100; 47th percentile among comparable filings
  • Revenue growth: 3.6% per year; rating input score 100; 31st percentile among comparable filings
  • Asset growth: -10.7% per year; rating input score 0; 2nd percentile among comparable filings

Details

  • Where the money goes: 82.5% of revenue deployed · 80.7% of spending went to programs
  • Governance: 23 of 23 board members independent · 8 of 9 filing controls reported
  • Programs: 4 filed program accomplishments · $6.3M in reported program spending
  • Leadership: top reported pay $215K · 27 people listed · 3 of 6 pay-setting controls reported
  • Consistency: 31 of 32 current checks pass · 1 finding to review
  • Schedules: 6 filed schedules · includes major donors, executive pay, and related organizations
  • Filing history: 14 filing years from 2010 to 2024
  • Contacts: How to reach this organization
  • Money network: 6 filed money-flow records
  • Related organizations: 3 filed related-organization links
  • Grant readiness: Federal tax and exclusion status, award history, and grant-maker relationships.
  • People: Everyone the filings name, and which of them the filings identify by more than a name.
  • Staff and benefit plans: Retirement and health plans the organization files with the Department of Labor, and the people in them.

Key Signals

Signals prioritize questions for review. They are not findings of misconduct.

  • Review — Financial Efficiency: Fundraising efficiency scored 51/100.
  • High — Transparency & Controls: Related-party transparency scored 0/100.
  • Moderate — Sustainability: Operating margin scored 30/100.
  • High — Sustainability: Total-asset coverage ratio scored 12/100.
  • High — Growth: Asset growth scored 0/100.
  • Review — Accountability: Governance controls: Other executive compensation review process not reported.
  • High — Sustainability: Liabilities to assets ratio scored 2/100.
  • Review — Transparency & Controls: Schedule R controlled transactions itemized did not reconcile in the filed values.
  • High — Sustainability: Officer compensation ratio scored 28/100.