Disable all preview features

Human Services : Social Services

The OASIS Institute

Enhancing the quality of life for mature adults

four stars

90.57

11780 Borman Drive, Suite 400 St. Louis, MO 63146
tel: (314) 862-2933   Web Site
EIN: 43-1830354

Board Leadership
Matthew Geekie
Chairman

CEO
Marcia Kerz
President

  Score
(out of 100)
Rating
Overall Score & Rating 90.57 four stars
  Financial 88.66 three stars
  Accountability & Transparency 93.00 four stars
This rating was published 06/01/2016 and includes data from FY2014, the most recent 990 received at that time.

Learn more about how we calculate the overall score and rating.

Financial

three stars

88.66

Accountability & Transparency

four stars

93.00

This rating was published 06/01/2016 and includes data from FY2014, the most recent 990 received at that time.
Overall Rating Chart
  Program Expenses
(Percent of the charity’s total expenses spent on the programs
and services it delivers)
80.1%
  Administrative Expenses 11.1%
  Fundraising Expenses 8.7%
  Fundraising Efficiency $0.10
  Working Capital Ratio (years) 1.05
  Program Expenses Growth 3.1%
  Liabilities to Assets 11.6%
All data for Financial Performance Metrics calculations was provided by The OASIS Institute on recent 990s filed with the IRS.
All data for Financial Performance Metrics calculations was provided by The OASIS Institute on recent 990s filed with the IRS.

Highly Rated

Charity Name & State Overall Score Overall Rating
The OASIS Institute (MO) 90.57 four stars
Alzheimer's Family Services Center (CA) 94.65 four stars
Amazing Place (TX) 87.12 three stars
Project FIND (NY) 90.60 four stars
Air Force Enlisted Village (FL) 87.80 three stars

Compare These Charities (Highly Rated)

The OASIS Institute, founded in 1982, is a national 501(c)(3) organization that promotes healthy aging by providing lifelong learning, health programs, and volunteer service opportunities. Through it's programs, OASIS puts into practice the finding of the landmark MacArthur Foundation study of Aging in America. Researchers Rowe and Kahn found that the key ingredients for a high quality of life are maintaining a low risk for disease, a high level of engagement with the community and high physical and cognitive function, and "it is the combination of all three that represents the concept of successful aging fully."

Today, OASIS programs are offered in 55 cities.

REVENUE  
Contributions  
   Contributions, Gifts & Grants $2,913,598
   Federated Campaigns $0
   Membership Dues $0
   Fundraising Events $0
   Related Organizations $0
   Government Grants $120,717
Total Contributions $3,034,315
   Program Service Revenue $251,504
Total Primary Revenue $3,285,819
   Other Revenue $145,388
TOTAL REVENUE $3,431,207
   
EXPENSES  
   Program Expenses $3,678,453
   Administrative Expenses $693,177
   Fundraising Expenses $362,017
TOTAL FUNCTIONAL EXPENSES $4,733,647
   
Payments to Affiliates $0
Excess (or Deficit) for the year $-1,302,440
   
Net Assets $5,034,288

Program names and associated costs are listed for the top programs as reported on the charity's most recently filed Form 990. The top programs displayed will include the largest three programs, or those programs covering at least 60% of the charity's total expenses, whichever comes first.

Program Name Amount Spent % of Program Expenses
Health Education Program $2,059,491 56.0%
Intergenerational Tutoring Program $616,080 16.7%
Teaching Adults to Use Technology to Stay Connected $516,969 14.1%

Ratings History

Form 990 FYE Date Published Overall Score Overall Rating
CN 2.1
2014-12 06/01/2016 90.57 four stars
 
CN 2.0
2014-12 02/01/2016 86.34 three stars
2013-12 08/01/2015 86.13 three stars
2013-12 05/01/2015 85.54 three stars
2012-12 03/01/2014 94.84 four stars
2011-12 06/01/2013 86.74 three stars
2010-12 12/01/2012 89.49 three stars
2010-12 02/01/2012 88.39 three stars
2009-12 09/20/2011 85.62 three stars
 
CN 1.0
2009-12 12/01/2010 80.07 three stars
2008-12 05/01/2010 95.41 four stars
2007-12 02/01/2009 78.88 two stars
2006-12 02/01/2008 87.52 three stars
2005-12 02/01/2007 86.09 three stars

The data displayed on this tab is provided by the IRS in the form of Publication 78 and the Business Master File (BMF).

EIN 43-1830354
Name in IRS Master File OASIS INSTITUTE
NTEE Code P81
NTEE Classification Senior Centers, Services
NTEE Type Human Services - Multipurpose and Other
Classification Charitable Organization
Subsection 501(c)(3)  (View the list of codes)
Activities
Foundation Status Organization which receives a substantial part of its support from a governmental unit or the general public   170(b)(1)(A)(vi)
Deductibility Contributions are deductible
Affiliation Central - the organization is a parent (group ruling) and is not a church or 501(c)(1) organization.
Group Name OASIS INSTITUE
Filing Requirement 990 (all other) or 990EZ return
Fiscal Year End December
IRS Forms 990
(provided courtesy of Foundation Center)
(Log In or Register Now to View Forms 990!)
  • December, 2014
  • December, 2013
  • December, 2012
  • December, 2011
  • December, 2010

The data displayed in this profile is provided by the IRS for free in the form of Publication 78 and the Business Master File (BMF).

We invite you to share your opinions, thoughts, experiences, and stories about this charity here to help inform the decisions of other donors.  
Need more help getting started? Check out our FAQs.
 
This tool is not for questions about Charity Navigator, such as how we derived this charity’s rating. We will happily answer those questions if you contact us directly. Likewise, if you have questions for this charity, then we encourage you to contact the charity directly (we include the charity’s contact information in the upper left-hand corner of this page) since few charities regularly monitor this commenting tool.

Compensation % of Expenses Paid to Title
$180,208 3.80% Marcia Kerz President

The OASIS Institute, founded in 1982, is a national 501(c)(3) organization that promotes healthy aging by providing lifelong learning, health programs, and volunteer service opportunities. Through it's programs, OASIS puts into practice the finding of the landmark MacArthur Foundation study of Aging in America. Researchers Rowe and Kahn found that the key ingredients for a high quality of life are maintaining a low risk for disease, a high level of engagement with the community and high physical and cognitive function, and "it is the combination of all three that represents the concept of successful aging fully."

Today, OASIS programs are offered in 55 cities.

Highly Rated

Charity Name & State Overall Score Overall Rating
The OASIS Institute (MO) 90.57 four stars
FiftyForward (TN) 89.16 three stars
Community SeniorServ (CA) 92.24 four stars
Iona Senior Services (DC) 95.50 four stars
DOROT (NY) 92.07 four stars

Compare These Charities (Highly Rated)

This charity has an official representative registered with Charity Navigator.

Charity Contact Info

The OASIS Institute
11780 Borman Drive, Suite 400
St. Louis, MO 63146
tel: (314) 862-2933
fax: (314) 862-2149
EIN: 43-1830354

Visit Web Site

Board Leadership

Matthew Geekie
Chairman

CEO

Marcia Kerz
President

Did You Know We’re a Charity Too?

Charity Navigator has a wonderful community of nearly 7 million givers. Together we’ve been able to:

  • Continually provide new and updated charity ratings
  • Increase charity transparency and awareness
  • Support the long-term missions of charities through our encouragement of informed giving

Whether you’re a first-time giver or a long-time user, we love having you in our community. Your gift of any size is appreciated!

Join Our Mailing List

Join over 400,000 other informed givers and get updates on charity ratings, new features, hot topics, and tips for donating.

Help & Support