THE OASIS INSTITUTE

EIN: 431830354 501(c)(3) Human Services

ST ANN, MO

Total Revenue
$7,739,606
Total Expenses
$7,811,764
Total Assets
$2,912,202
Net Assets
$-1,103,479
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Financial Trends

Organization Details

Formation Year
1982
Legal Domicile
MO
Principal Officer
PAUL WEISS
Phone
3148622933
Tax Period
2024-01-01 to 2024-12-31

THE OASIS INSTITUTE, founded in 1982, is a community nonprofit in the Human Services sector that reported $7.7M in total revenue in fiscal year 2024. Revenue grew 16% year-over-year, indicating healthy expansion.

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.

Program Service Accomplishments

Program 1
Expenses: $4,673,850 Revenue: $132,284

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...

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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.

Program 2
Expenses: $941,920 Revenue: $0

VOLUNTEER SERVICE - OASIS COOPERATED WITH 78 SCHOOL DISTRICTS AND PARTNER SITES TO OFFER THE OASIS INTERGENERATIONAL TUTORING PROGRAM IN THE 2023-2024 SCHOOL YEAR. THIS RESEARCH-BASED PROGRAM MATCHES...

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VOLUNTEER SERVICE - OASIS COOPERATED WITH 78 SCHOOL DISTRICTS AND PARTNER SITES TO OFFER THE OASIS INTERGENERATIONAL TUTORING PROGRAM IN THE 2023-2024 SCHOOL YEAR. THIS RESEARCH-BASED PROGRAM MATCHES TRAINED VOLUNTEER TUTORS WITH PRIMARY GRADE CHILDREN TO BUILD READING SKILLS, CONFIDENCE, SELF-ESTEEM AND A POSITIVE ATTITUDE TOWARD LEARNING. , THE PROGRAM OPERATES IN 20 MAJOR CITIES AND INVOLVED MORE THAN 2,000 TRAINED TUTORS. VOLUNTEER PARTICIPATION IS SHOWING A STEADY INCREASE IN RESPONSE TO THE GROWING NEED FOR ACADEMIC AND MENTORING TUTORS. WITH THE DECLINE OF THE COVID-19 PANDEMIC, MANY SCHOOL DISTRICTS HAVE RETURNED TO HOSTING OASIS TUTORS IN PERSON.SOME HAVE UTILIZED ALTERNATIVE PROGRAMMING DEVELOPED DURING THE PANDEMIC AS A SUPPLEMENT TO TRADITIONAL TUTORING AS WELL. TUTOR TRAINING IS PROVIDED THROUGHOUT THE YEAR TO NEW SCHOOL DISTRICTS JOINING THE PROGRAM AND FOR NEW TUTORS IN EXISTING PROGRAMS. OASIS TUTORING IS CURRENTLY SERVING IN PARTNERSHIP WITH SCHOOL DISTRICTS IN THE ST. LOUIS METROPOLITAN AREA, MISSOURI COUNTIES OF ST. LOUIS COUNTY, JEFFERSON, FRANKLIN, ST. CHARLES, AUDRAIN, CALLAWAY, LINN, AND LIVINGSTON. THE OASIS TUTORING NETWORK INCLUDES PROGRAMMING IN ALBUQUERQUE, LOS ANGELES, PORTLAND, PITTSBURGH, DENVER, PHOENIX, ROCHESTER, SAN DIEGO, SAN ANTONIO, SYRACUSE, TAMWORTH, WADSWORTH, AND WASHINGTON D.C. METROPOLITAN AREA TO PROVIDE TUTORING.. UTILIZING KEY MENTORING ASPECTS OF THE OASIS TUTORING PROGRAM, A NEW INTERGENERATIONAL MENTORING PROGRAM HAS BEEN DEVELOPED. OASIS GRAND CHAMPIONS GIVES OLDER ADULTS THE OPPORTUNITY TO MENTOR ADOLESCENTS RESIDING IN FOSTER CARE AND TO PROVIDE THEM GUIDANCE ON NECESSARY LIFE SKILLS. OASIS ALSO PROVIDES INFORMATION AND TRAINING FOR OTHER VOLUNTEER OPPORTUNITIES ON A REGULAR BASIS AND ENCOURAGES ALL ASPECTS OF VOLUNTEERISM ESPECIALLY THOSE OPPORTUNITIES THAT CAN ENGAGE OLDER ADULTS IN CONTRIBUTING THEIR TIME, TALENT AND EXPERIENCE TO HELP OTHERS. DURING 2023, 2,259 OASIS VOLUNTEERS PROVIDED SIGNIFICANT SERVICE IN THEIR COMMUNITIES. IN ADDITION TO TUTORING, VOLUNTEERS ALSO SERVE AS PROOFREADERS, ADMINISTRATIVE SUPPORT PERSONNEL, INSTRUCTORS, CLASS COORDINATORS, COMPUTER INSTRUCTORS, HEALTH FACILITATORS, AND PEER DISCUSSION LEADERS.

Program 3
Expenses: $477,877 Revenue: $409,921

EDUCATION - THE NETWORK CENTERS DESIGN AND IMPLEMENT LOCAL EDUCATIONAL PROGRAMS IN THE AREAS OF THE ARTS, HUMANITIES AND A BROAD RANGE OF OTHER INTEREST AREAS. TOPICS RANGE FROM CREATIVE WRITING AND...

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EDUCATION - THE NETWORK CENTERS DESIGN AND IMPLEMENT LOCAL EDUCATIONAL PROGRAMS IN THE AREAS OF THE ARTS, HUMANITIES AND A BROAD RANGE OF OTHER INTEREST AREAS. TOPICS RANGE FROM CREATIVE WRITING AND POETRY, ART HISTORY, PERFORMING AND VISUAL ARTS, INTERNATIONAL STUDIES, AMERICAN AND WORLD HISTORY AND CURRENT EVENTS. THE INSTITUTE SUPPORTS THE NETWORK IN DEVELOPING EDUCATIONAL PROGRAMS THAT ADDRESS TECHNOLOGY LITERACY THROUGH THE OASIS CONNECTIONS TECHNOLOGY TRAINING PROGRAM AND INCLUDE TOPICS ON HOW TO USE IPADS, IPHONES, INTERNET, EMAIL, FACEBOOK, ACCESSIBILITY FOR HANDHELD DEVICES AND FRAUD AND SCAM PROTECTION. THE INSTITUTE WORKS WITH THE SUPPORTING ORGANIZATIONS AND OTHER PROGRAM LOCATIONS THROUGHOUT THE COUNTRY TO IMPLEMENT THESE PROGRAMS. PARTICIPATION IN OASIS PROGRAMS HAS GROWN BY DOUBLE DIGIT PERCENTS EACH YEAR SINCE THE PANDEMIC BEGAN. GROSS REVENUE GREW BY 50% BETWEEN 2022 AND 2023 AND AN ADDITIONAL 40% BETWEEN 2023 AND 2024. OASIS STILL OFFERS MOST PROGRAMS IN A HYBRID FORMAT AND AROUND 50% OF PARTICIAPNTS ARE STILL LOGGING ON, EVEN IF THEY LIVE IN THE SAME CITY IN WHICH THE PROGRAM IS HOSTED. OASISEVERYWHERE, THE VIRTUAL EDUCATION CENTER THAT SOURCES CONTENT FROM OASIS NETWORK CENTERS ACROSS THE COUNTRY AND PROVIDES AN ADDITIONAL REVENUE STREAM AND GROWING AUDIENCE FOR LOCALLY DEVELOPED AND DELIVERED LIFELONG LEARNING, HEALTH/EXERCISE, AND SOCIAL CONNECTION PROGRAMS, IS STILL OPERATING AND A CRITICAL COMPONENT OF OASIS OPERATIONS. OASIS EVERYWHERE, THE SOLELY VIRTUAL 'CENTER' GREW BY ABOUT 17% BETWEEN 2022 AND 2023, WITH REVENUE TOTALING $103,000 IN 2022 AND $121,000 IN 2023. OASIS ALSO STARTED OFFERING CONTENT IN 2023 FROM PARTNERS OUTSIDE OF THE OASIS NATIONAL NETWORK, AS WELL AS EXPANDING OUR PARTICIPANT BASE THROUGH PARTNERSHIP WITH OTHER NON-PROFITS, MARKET RATE AND SUBSIDIZED SENIOR LIVING COMMUNITIES, AND PUBLIC AND PRIVATE CORPORATE PARTNERS.

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Liquidity (40%) • Solvency (30%) • Sustainability (20%) • Efficiency (10%)

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Financial Overview (2024)

Revenue Breakdown

Contributions & Grants $7,082,280
Program Service Revenue $298,966
Investment Income $115,121
Other Revenue $243,239
TOTAL REVENUE $7,739,606

Expense Breakdown

Grants Paid $0
Salaries & Benefits $2,936,488
Fundraising Expenses $470,321
Program Expenses $6,306,428
Other Expenses $4,875,276
TOTAL EXPENSES $7,811,764

Year-over-Year Comparison

2024 2023 Change
Revenue $7,739,606 $6,657,398 +0.2%
Expenses $7,811,764 $7,297,523 +0.1%
Net Income $-72,158 $-640,125 -0.9%
Key Indicators
Grants to Organizations Grants to Individuals Lobbying Political Activity Foreign Activities Donor Advised Fund Schedule B Required
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Governance

Voting Members
23
Independent Members
23
Employees
46
Volunteers
1264

Governance Policies

Conflict of Interest Policy
Whistleblower Policy
Document Retention Policy

Special Practices & Reported Activities

Operated a School
Operated a Hospital
Provided First Class Travel
Reported Conflict of Interest
Reported Asset Diversion
Excess Benefit Transaction
Made Political Expenditures
Engaged in Lobbying
Operated Donor Advised Fund
Maintained Art Collections
Filed Form 720

Compensation of Officers, Directors & Key Employees

Total Officers
9
$829,545
Total Directors
21
$0
Key Employees
0
$0
Highest Compensated
0
reported
Name Title Hours/Week Role Reportable Comp Other Comp Total
RICHARD H MILES CHAIRMAN 1.00
Officer Director
$0 $0 $0
JORDAN D CALLAHAN FINANCIAL ADVISOR 1.00
Director
$0 $0 $0
LORNA WIGGINS SECRETARY 1.00
Officer Director
$0 $0 $0
MARVIN ANDERSON DIRECTOR 1.00
Director
$0 $0 $0
JEFFERY L BALIBAN DIRECTOR 1.00
Director
$0 $0 $0
CINDY BRINKLEY DIRECTOR 1.00
Director
$0 $0 $0
STEVE MILLER MD SVP AND CHEIF MEDICAL OFFICER 1.00
Officer Director
$0 $0 $0
JACOB CEDERGREEN DIRECTOR 1.00
Director
$0 $0 $0
JOHN DANAHY DIRECTOR 1.00
Director
$0 $0 $0
MATTHEW W GEEKIE DIRECTOR 1.00
Director
$0 $0 $0
MAHENDRA GUPTA DIRECTOR 1.00
Director
$0 $0 $0
KATHERINE HENDERSON MD DIRECTOR 1.00
Director
$0 $0 $0
DEBRA HOLLINGSWORTH DIRECTOR 1.00
Director
$0 $0 $0
FRANKLIN JACOBS DIRECTOR 1.00
Director
$0 $0 $0
IRA KODNER MD DIRECTOR 1.00
Director
$0 $0 $0
EDWARD LAWLOR PHD DIRECTOR 1.00
Director
$0 $0 $0
MARYLEN MANN DIRECTOR 1.00
Director
$0 $0 $0
WILLIAM POWDERLY MD DIRECTOR 1.00
Director
$0 $0 $0
CHRIS LEE NICASTRO EDUCATION CONSULTANT 1.00
Director
$0 $0 $0
MAXINE L ROCKOFF PHD DIRECTOR 1.00
Director
$0 $0 $0
PATRICK WHITE MD DIRECTOR 1.00
Director
$0 $0 $0
PAUL WEISS PRESIDENT 40.00
Officer
$179,329 $35,866 $215,195
DAWN ANDERSON CHIEF OPERATING OFFICER 40.00
Officer
$122,702 $24,540 $147,242
ROBERT CLARK CHIEF INFORMATION OFFICER 40.00
Officer
$121,375 $24,274 $145,649
LYNDSEY REICHARDT CHIEF ADVANCEMENT OFFICER 40.00
Officer
$107,778 $21,556 $129,334
JULIET SIMONE CHIEF PROGRAM OFFICER 40.00
Officer
$96,182 $19,236 $115,418
STEPHANIE MCCREARY CHIEF PURPOSE OFFICER 40.00
Officer
$63,923 $12,784 $76,707
Note: Compensation data is self-reported by the organization on their Form 990. "Reportable Comp" includes salary, bonuses, and other reportable compensation from the organization and related organizations. "Other Comp" includes benefits, deferred compensation, and non-taxable benefits.

Historical Data

Year Revenue Expenses Assets Net Income
2024 $7,739,606 $7,811,764 $2,912,202 $-72,158
2023 $6,657,398 $7,297,523 $2,357,635 $-640,125
2022 $6,708,077 $7,507,583 $2,191,618 $-799,506
2021 $6,700,813 $6,902,679 $2,746,120 $-201,866
2020 $4,065,128 $4,235,556 $2,354,742 $-170,428
2019 $2,956,235 $3,704,016 $2,079,819 $-747,781
2018 $3,140,582 $3,743,719 $2,940,408 $-603,137
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