THE OASIS INSTITUTE (EIN 431830354) - Form 990 Financial Analysis & Trantor Score

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Financial Vulnerability Assessment (Tuckman-Chang)

4 risk indicators measuring financial stability and operational resilience

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Financial Trends

Organization Details

Formation Year

1982

Legal Domicile

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

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

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Trantor Score

Financial Health Score (300–850) · Liquidity · Solvency · Sustainability · Efficiency

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

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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Financial Health Indicators

Comprehensive financial analysis: Altman Z-Score, liquidity, solvency, sustainability, efficiency, and growth metrics

Financial Distress Indicator

Liquidity & Cash Position

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Altman Z-Score • Liquidity Ratios • Solvency Analysis • Growth Indicators • Efficiency Metrics

Governance

Voting Members

Independent Members

Employees

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

$829,545

Total Directors

Key Employees

Highest Compensated

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

THE OASIS INSTITUTE