2024-11-15T22:04:07-06:00 2023-12-31 923320348 EAG GULF COAST LLC ONE GALLERIA BLVD STE 2100 METAIRIE LA 70001 990 2023-01-01 923017574 17170 BERNARDO CENTER LLC 1717 6198816262 5500 GROSSMONT CENTER DR STE 269 LA MESA CA 91942 SIMONA VALANCIUTE PRESIDENT & CEO 6198816262 2024-11-15 1 0 GINA RACHEL P01216293 5048375990 2023 2024-10-15 13:58:12Z X SIMONA VALANCIUTE 5500 GROSSMONT CENTER DR STE 269 LA MESA CA 91942 1905855 0 X HTTPS://SAN-DIEGO.OASISNET.ORG/ X 2023 CA PRIMARILY TO HOLD TITLE TO PROPERTY AT 17170 BERNARDO CENTER DR., SAN DIEGO, CA 92128 FOR IT'S SOLE MEMBER, SAN DIEGO OASIS. 13 13 0 13 0 0 1649855 256000 0 0 1905855 0 0 0 0 0 384495 384495 1521360 7966488 6445128 1521360 PRIMARILY TO HOLD TITLE TO PROPERTY AT 17170 BERNARDO CENTER DR., SAN DIEGO, CA 92128 FOR IT'S SOLE MEMBER, SAN DIEGO OASIS. 0 0 256000 PRIMARILY TO HOLD TITLE TO PROPERTY AT 17170 BERNARDO CENTER DR., SAN DIEGO, CA 92128 FOR IT'S SOLE MEMBER, SAN DIEGO OASIS. 0 1 0 0 0 0 0 0 0 1 0 0 0 1 1 1 1 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 1 0 0 0 0 1 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 X 13 13 0 1 0 0 1 0 0 1 1 0 0 1 0 0 0 0 0 0 CA X SIMONA VALANCIUTE 6198816262 17170 BERNARDO CENTER DR SAN DIEGO CA 92128 JULIE DERRY BOARD CHAIR 0.10 1.00 X X 0 0 0 MARK ALLAN VICE BOARD CHAIR 0.10 1.00 X X 0 0 0 MIKE BARDIN BOARD SECRETARY 0.10 1.00 X 0 0 0 SUE BRADHAM BOARD MEMBER 0.10 1.00 X 0 0 0 DAVID CHONG BOARD GOVERNANCE CHAIR 0.10 1.00 X X 0 0 0 KRISHNA ARORA BOARD MEMBER 0.10 1.00 X 0 0 0 JONATHAN E DOERING BOARD TREASURER 0.10 1.00 X X 0 0 0 FRANK HOFFSTADT BOARD MEMBER 0.10 1.00 X 0 0 0 DANIELLE FINCH BOARD MEMBER 0.10 1.00 X 0 0 0 JUDY LEWIS BOARD MEMBER 0.10 1.00 X 0 0 0 TRACEY STOTZ BOARD MEMBER 0.10 1.00 X 0 0 0 HON WILLIAM H WISE BOARD MEMBER 0.10 1.00 X 0 0 0 PAUL WEISS BOARD MEMBER 0.10 1.00 X 0 0 0 SIMONA VALANCIUTE PRESIDENT & CEO 1.00 40.00 X 0 164567 10445 MICHAEL CRAIG CHIEF OPERATIONS OFFICER 1.00 40.00 X 0 103909 128 0 268476 10573 0 0 1 0 0 1649855 1649855 1649855 RENTAL INCOME 531390 256000 256000 256000 1905855 256000 0 0 12035 238028 133440 992 384495 0 100 0 1947 0 684 8222404 258647 0 7963757 0 7966488 0 272736 0 6172392 0 6445128 X 0 1521360 0 1521360 0 7966488 1521360 0 X 0 1 X 0 0 RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 1282500 1282500 6939904 258647 6681257 7963757 LOAN PAYABLE - BERNARDO CENTER LLC 6172392 6172392 X 1905855 0 1905855 0 1905855 384495 0 384495 0 384495 PART X, LINE 2: THE ORGANIZATION IS EXEMPT FROM INCOME TAXES UNDER SECTION 501(C)(3) OF THE INTERNAL REVENUE CODE AND CORRESPONDING SECTIONS OF THE CALIFORNIA REVENUE AND TAXATION CODE, EXCEPT FOR TAXES ON NET UNRELATED BUSINESS INCOME. IN ACCORDANCE WITH FASB ASC 740, ACCOUNTING FOR UNCERTAINTY IN INCOME TAXES, THE INSTITUTE EVALUATES ANNUALLY ANY UNCERTAIN TAX POSITIONS TAKEN OR EXPECTED TO BE TAKEN IN A TAX RETURN BY APPLYING A THRESHOLD OF MORE LIKELY THAN NOT FOR RECOGNITION. MANAGEMENT EVALUATED ITS TAX POSITIONS AND DETERMINED THAT IT HAS NO UNCERTAIN TAX POSITIONS AT DECEMBER 31, 2023. THERE HAVE BEEN NO RELATED TAX PENALTIES OR INTEREST, WHICH WOULD BE CLASSIFIED AS TAX EXPENSE IN THE STATEMENT OF ACTIVITIES. 0 0 0 SIMONA VALANCIUTE PRESIDENT & CEO 0 164567 0 0 0 0 0 4931 0 5514 0 175012 0 0 X 1 1649855 NET COST BASIS 0 0 0 FORM 990, PART VI, SECTION A, LINE 3 THE LLC IS "MEMBER MANAGED." ALL DECISIONS ARE MADE BY THE OFFICERS, BOARD OF DIRECTORS AND EMPLOYEES OF SAN DIEGO OASIS, THE SOLE MEMBER OF THE LLC. FORM 990, PART VI, SECTION A, LINE 6 SAN DIEGO OASIS IS THE SOLE MEMBER OF THE LLC. FORM 990, PART VI, SECTION B, LINE 11B THE PRESIDENT & CEO AND CONTROLLER REVIEW THE INITIAL DRAFT OF THE FORM 990. SUBSEQUENT TO THE INITIAL REVIEW, THE BOARD CHAIR AND THE EXECUTIVE COMMITTEE ARE THEN PROVIDED WITH AN ELECTRONIC DRAFT OF THE 990 FOR REVIEW. ANY QUESTIONS OR COMMENTS ARE DIRECTED TO THE PRESIDENT & CEO. ONCE THE DRAFT IS APPROVED BY THE EXECUTIVE COMMITTEE, THE 990 IS FILED. FORM 990, PART VI, SECTION C, LINE 18 AVAILABLE UPON REQUEST. FORM 990, PART VI, SECTION C, LINE 19 AVAILABLE UPON REQUEST. SAN DIAGO OASIS 5500 GROSSMONT CENTER DR LE MESA CA 91942 300403895 TO PROMOTE SUCCESSFUL AGING CA 501(C)(3) LINE 7 1 0 0 1 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 0 SAN DIEGO OASIS C 1649855 NET COST BASIS OF PROPERTY SAN DIEGO OASIS J 256000 CASH