ROCHESTER OASIS

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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

2021

Legal Domicile

Principal Officer

ANN CUNNINGHAM

Phone

5857308800

Tax Period

2024-01-01 to 2024-12-31

ROCHESTER OASIS, founded in 2021, is a small nonprofit that reported $248K in total revenue in fiscal year 2024. Revenue grew 18% year-over-year, indicating healthy expansion. Expenses of $355K exceeded revenue, resulting in a 43% operating deficit.

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.

Program Service Accomplishments

Program 1

Expenses: $116,487 Revenue: $79,810

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.

Program 2

Expenses: $106,710 Revenue: $44,388

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.

Program 3

Expenses: $34,723 Revenue: $1,522

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...

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.

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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 $114,803

Program Service Revenue $125,720

Investment Income $6,992

Other Revenue $0

TOTAL REVENUE $247,515

Expense Breakdown

Grants Paid $0

Salaries & Benefits $168,883

Fundraising Expenses $18,139

Program Expenses $270,781

Other Expenses $186,247

TOTAL EXPENSES $355,130

Year-over-Year Comparison

	2024	2023	Change
Revenue	$247,515	$208,898	+0.2%
Expenses	$355,130	$401,341	-0.1%
Net Income	$-107,615	$-192,443	-0.4%

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

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

$222,115

Total Directors

$129,465

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
RICHARD BUTLER	CHAIR	1.00	Officer Director	$0	$0	$0
BONNIE FOX	SECRETARY	1.00	Officer Director	$0	$0	$0
PARTICIA MARTINEZ	TREASURER	1.00	Officer Director	$0	$0	$0
SUSAN FRIEDMAN	DIRECTOR	1.00	Director	$0	$0	$0
DAWN ANDERSON	DIRECTOR	2.00	Officer Director	$0	$0	$129,465
ANN CUNNINGHAM	EXECUTIVE DIRECTOR	40.00	Officer	$92,650	$0	$92,650

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	$247,515	$355,130	$490,134	$-107,615
2023	$208,898	$401,341	$579,099	$-192,443
2022	$147,710	$362,277	$797,705	$-214,567
2021	$84,251	$201,450	$925,086	$-117,199