2024-11-15T22:04:35-06:00 2023-12-31 923320348 EAG GULF COAST LLC ONE GALLERIA BLVD STE 2100 METAIRIE LA 70001 990 2023-01-01 300403895 SAN DIEGO OASIS SAND 6198816262 5500 GROSSMONT CENTER DRIVE 269 LA MESA CA 91942 SIMONA VALANCIUTE PRESIDENT / CEO 6198816262 2024-11-15 1 1 GINA RACHEL P01216293 5048375990 2023 2024-10-15 13:58:12Z SIMONA VALANCIUTE 5500 GROSSMONT CENTER DRIVE 269 LA MESA CA 91942 2457964 0 X WWW.SANDIEGOOASIS.ORG X 2007 CA SAN DIEGO OASIS IS A NONPROFIT ORGANIZATION SERVING PEOPLE 50+ THROUGHOUT THE SAN DIEGO REGION. OUR MISSION IS TO PROMOTE SUCCESSFUL AGING THROUGH A THREE-FOLD APPROACH: LIFELONG LEARNING, HEALTHY LIVING AND INTERGENERATIONAL COMMUNITY SERVICE. 13 13 16 400 2000 0 2006843 1735993 496889 583468 0 11697 37997 126806 2541729 2457964 0 1649855 0 0 844298 1039230 0 0 52817 1304450 1458996 2148748 4148081 392981 -1690117 6402427 1391362 4175686 1021812 2226741 369550 X SAN DIEGO OASIS IS A NONPROFIT ORGANIZATION SERVING PEOPLE 50+ THROUGHOUT THE SAN DIEGO REGION. OUR MISSION IS TO PROMOTE SUCCESSFUL AGING THROUGH A THREE-FOLD APPROACH: LIFELONG LEARNING, HEALTHY LIVING AND INTERGENERATIONAL COMMUNITY SERVICE. 0 0 2092814 1649855 585468 EDUCATION FOR LIFELONG LEARNING - SAN DIEGO OASIS PROVIDES EDUCATIONAL PROGRAMS FOR A BROAD AND DIVERSE AUDIENCE OF LIFELONG LEARNERS. TOPICS INCLUDE CREATIVE WRITING, FOREIGN LANGUAGES, HISTORY, PHILOSOPHY, ART, MUSIC, BOOK DISCUSSIONS, TECHNOLOGY, CURRENT EVENTS, CONSUMER AFFAIRS, AND SUPPORT GROUPS. PROGRAMS ARE OFFERED IN LOCATIONS THROUGHOUT THE SAN DIEGO COUNTY, INCLUDING OASIS CENTERS, LIBRARIES, COMMUNITY CENTERS AND SENIOR CENTERS. 520789 TECHNOLOGY - SAN DIEGO OASIS OFFERS A BROAD SPECTRUM OF TECHNOLOGY CLASSES FOR OLDER LEARNERS. COURSES INCLUDE UNDERSTANDING CLOUD AND WIFI, LEARNING TO USE A SMARTPHONE, ONLINE SAFETY, SOCIAL NETWORKS, MANAGING PHOTOS, GADGETS & GISMOS, STRONG PASSWORDS. THESE TECH WORKSHOPS HELP OLDER ADULTS IMPROVE THEIR TECHNOLOGY SKILLS TO MAKE IT POSSIBLE TO ENTER OR REENTER THE WORKFORCE, STAY CONNECTED TO FAMILIES, AND IMPROVE THEIR COMFORT AS ONLINE CONSUMERS. BESIDES FULLLENGTH CLASSES, OASIS OFFERS PROGRAMMING IN THE COX TECH TANK: ONE-ON-ONE TECH CONSULTATIONS AS WELL AS 30 MINUTE WORKSHOPS ON PRACTICAL TIPS, SUCH AS "WHAT IS A QR CODE?" 395887 VOLUNTEER SERVICE - SAN DIEGO OASIS OFFERS A WIDE VARIETY OF VOLUNTEER EXPERIENCES, INCLUDING INTERGENERATIONAL MENTORING PROGRAMS THAT ADDRESS LITERACY. THROUGH THE ONE-ON-ONE OASIS INTERGENERATIONAL TUTORING PROGRAM, TRAINED VOLUNTEERS SERVE AS READING TUTORS FOR PRIMARY GRADE STUDENTS IN 11 SCHOOL DISTRICTS, CURRENTLY SERVING MORE THAN 100 ELEMENTARY SCHOOLS. VOLUNTEERS ALSO SERVE IN ADMINISTRATIVE ROLES AS COURSE INSTRUCTORS, OASIS CENTER VOLUNTEERS, AND AMBASSADORS. 291921 HEALTH: THROUGHOUT THE SAN DIEGO COUNTY, IN ITS FULL TIME CENTERS AND PARTNER LOCATIONS, SAN DIEGO OASIS OFFERS A BROAD VARIETY OF EXERCISE AND FITNESS CLASSES, AS WELL AS HEALTH EDUCATION PROGRAMS IN AREAS OF NUTRITION, DISEASE MANAGEMENT, SENSORY CHANGES, MENTAL HEALTH, MEMORY, AND GENERAL HEALTH PROMOTION. 291921 3301411 1 1 0 0 0 0 0 0 0 0 1 0 0 1 1 1 0 1 0 0 0 0 0 0 0 0 0 1 0 1 0 0 0 1 0 1 0 0 0 0 0 0 0 1 0 0 0 1 93 0 1 16 1 1 1 0 0 0 0 0 0 0 0 0 X 13 13 0 0 0 0 0 0 0 1 1 0 1 1 1 1 1 1 1 1 0 1 0 CA X SIMONA VALANCIUTE 6198816262 5500 GROSSMONT CENTER DRIVE 269 LA MESA CA 91942 DANIELLE FINCH BOARD MEMBER 1.00 0.10 X 0 0 0 FRANK HOFFSTADT BOARD MEMBER 1.00 0.10 X 0 0 0 HON WILLIAM H WISE BOARD MEMBER 1.00 0.10 X 0 0 0 JUDY LEWIS BOARD MEMBER 1.00 0.10 X 0 0 0 JULIE DERRY BOARD MEMBER 1.00 0.10 X 0 0 0 KRISHNA ARORA BOARD MEMBER 1.00 0.10 X 0 0 0 PAUL WEISS BOARD MEMBER 1.00 0.10 X 0 0 0 SUE BRADHAM BOARD MEMBER 1.00 0.10 X 0 0 0 TRACEY STOTZ BOARD MEMBER 1.00 0.10 X 0 0 0 DAVID CHONG BD GOVERNANCE 1.00 0.10 X 0 0 0 JONATHAN E DOERING TREASURER 1.00 0.10 X 0 0 0 MARK ALLEN VICE CHAIR 1.00 0.10 X 0 0 0 MICHAEL CRAIG CHIEF OPERATIONS OFFICER 1.00 1.00 X 103909 0 128 MIKE BARDIN SECRETARY 1.00 0.10 X 0 0 0 SIMONA VALANCIUTE PRESIDENT / CEO 40.00 1.00 X 164567 0 10445 268476 0 10573 2 0 1 0 0 284165 1451828 1735993 CLASS FEE REVENUE 900099 583468 583468 583468 11697 11697 108862 0 108862 108862 108862 7260 0 7260 7260 CC REWARDS 900099 4000 4000 MISC REVENUE 900099 2684 2684 ADVERTISING INCOME 541800 2000 2000 2000 2000 10684 2457964 585468 2000 134503 1649855 1649855 279048 55809 223239 644446 637040 7406 43381 38708 4673 72355 54745 7234 10376 62821 62821 104944 98452 6492 225688 225688 146892 79775 63572 3545 9270 7014 927 1329 16452 12448 1645 2359 52354 36549 12446 3359 73231 51123 17409 4699 24373 17015 5794 1564 SUPPLIES & MATERIALS 275656 244883 12641 18132 INSTRUCTOR FEES 273179 273179 0 0 BANK FEES 84250 0 84250 0 MISC EXPENSE 52423 0 52423 0 57463 44816 5193 7454 4148081 3301411 793853 52817 1038515 435778 213165 157613 138418 46654 43636 625785 281976 4927526 343809 72581 232119 143975 6402427 1391362 332171 163809 43515 136106 225000 350000 3800000 146897 4175686 1021812 X 1606188 -251003 620553 620553 2226741 369550 6402427 1391362 X -1690117 7734 109018 -43015 -240811 X 0 1 X 0 0 X 2413364 2006842 1735993 6156199 2413364 2006842 1735993 6156199 105146 6051053 498 120559 121057 2000 2000 35653 37997 6685 80335 6359591 585468 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 625785 281976 343809 343809 RIGHT OF USE ASSET 143975 143975 FUNDS AT SAN DIEGO FOUNDATION 976 DUE TO OASIS 1947 LEASE LIABILITY 143974 146897 X 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 17170 BERNARDO CENTER LLC 5500 GROSSMONT CENTER DR 269 LA MESA CA 91942 923017574 501(C)(2) 0 1649855 APPRAISAL LAND AND BUILDING TO SET UP SUBSIDIARY REAL ESTATE HOLDING 501(C)(2) ORGANIZATION. 0 1 0 0 0 0 0 0 0 0 0 SIMONA VALANCIUTE PRESIDENT / CEO 164567 0 0 0 0 0 4931 0 5514 0 175012 0 0 0 KRISHNA ARORA FORMER BOARD MEMBER FOR NEWLY RENOVATED BUILDING X 100000 100000 0 1 1 DEL MAR HEALTHCAREDONALD AMBOSE DONOR FOR NEWLY RENOVATED BUILDING X 150000 125000 0 1 1 225000 KRISHNA ARORA FORMER BOARD MEMBER 100000 LOAN TO ORG 0 DEL MAR HEALTHCAREDONALD AMBOSE DONOR 150000 LOAN TO ORG 0 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 B, LINE 12C ALL BOARD OF DIRECTORS ARE REQUIRED TO ANNUALLY REVIEW, SIGN AND SUBMIT A COPY OF THE ORGANIZATION'S CONFLICT OF INTEREST POLICY AND DISCLOSE ANY CONFLICTS THEY MAY HAVE. FORM 990, PART VI, SECTION B, LINE 15B THE PRESIDENT & CEO SUBMITS A WRITTEN SUMMARY OF PERFORMANCE TO THE BOARD CHAIR. PERFORMANCE IS REVIEWED BY THE BOARD CHAIR WHO THEN MAKES A DECISION BASED ON PERFORMANCE AND ORGANIZATIONAL BUDGETARY CONSTRAINTS AS TO ANY CHANGES IN THE CEOS COMPENSATION. FORM 990, PART VI, SECTION C, LINE 18 THE ORGANIZATION'S GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY, AND FINANCIAL STATEMENTS ARE MADE AVAILABLE UPON REQUEST AT THE ORGANIZATION'S OFFICE. FORM 990, PART VI, SECTION C, LINE 19 AVAILABLE UPON REQUEST. FORM 990, PART XI, LINE 9: CLIENT ADJUSTMENTS FROM AUDIT 136,857. AUDIT DIFFERENCES -377,668. 17170 BERNARDO CENTER LLC 5500 GROSSMONT CENTER DRIVE STE 269 LA MESA CA 91942 923017574 TO HOLD REAL ESTATE CA 501(C)(2) SAN DIEGO OASIS 0 0 1 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 17170 BERNARDO CENTER LLC B 1649855 NET COST BASIS OF PROPERTY 17170 BERNARDO CENTER LLC K 256000 CASH