2025-11-17T18:45:59-06:00 2024-12-31 923320348 EAG GULF COAST LLC ONE GALLERIA BLVD STE 2100 METAIRIE LA 70001 990 2024-01-01 300403895 SAN DIEGO OASIS SAND 6198816262 5500 GROSSMONT CENTER DRIVE 269 LA MESA CA 91942 CINDY FRIEDENBERG CHIEF FINANCIAL OFFICER 6198816262 2025-11-17 1 1 GINA RACHEL P01216293 5048375990 2024 2025-03-06 01:10:19Z SIMONA VALANCIUTE 5500 GROSSMONT CENTER DRIVE 269 LA MESA CA 91942 3890953 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. 14 14 15 400 45755 15168 1735993 2655478 583468 690865 11697 6625 126806 418925 2457964 3771893 1649855 143110 0 0 1039230 1068111 0 0 295699 1458996 1644734 4148081 2855955 -1690117 915938 1391362 1865201 1021812 920407 369550 944794 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 875067 143110 690865 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. 425692 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?" 319362 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. 316143 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. 316143 1936264 1 1 0 0 0 0 0 0 0 0 1 0 0 0 1 1 0 1 0 0 0 0 0 0 1 0 0 1 0 1 0 0 0 1 0 1 0 0 1 1 0 0 0 1 0 0 0 1 118 0 1 15 1 1 1 0 0 0 0 0 0 0 0 0 X 14 14 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 KRISHNA ARORA BOARD MEMBER 1.00 0.10 X 0 0 0 BONNIE DOWD BOARD MEMBER 1.00 0.10 X 0 0 0 SOFIA LUKAS BOARD MEMBER 1.00 0.10 X 0 0 0 DANIELLE FINCH BOARD MEMBER 1.00 0.10 X 0 0 0 JUDY LEWIS BOARD MEMBER 1.00 0.10 X 0 0 0 TRACEY STOTZ BOARD MEMBER 1.00 0.10 X 0 0 0 HON WILLIAM H WISE BOARD MEMBER 1.00 0.10 X 0 0 0 PAUL WEISS BOARD MEMBER 1.00 0.10 X 0 0 0 JULIE DERRY BOARD MEMBER 1.00 0.10 X 0 0 0 REBECCA RAYMOND BOARD MEMBER 1.00 0.10 X 0 0 0 GINGER COUVRETTE BOARD MEMBER 1.00 0.10 X 0 0 0 SIMONA VALANCIUTE PRESIDENT / CEO 40.00 1.00 X 170500 0 12676 CINDY FRIEDENBERG CHIEF FINANCIAL OFFICER 27.00 1.00 X 86869 0 463 MICHAEL CRAIG CHIEF OPERATIONS OFFICER (THRU 9/24) 40.00 1.00 X 76772 0 72 MARK ALLEN BOARD CHAIR 1.00 0.10 X 0 0 0 MIKE BARDIN SECRETARY 1.00 0.10 X 0 0 0 DAVID CHONG BD GOVERNANCE 1.00 0.10 X 0 0 0 334141 0 13211 1 0 1 0 0 213514 25000 2416964 79880 2655478 CLASS FEE REVENUE 900099 690865 690865 690865 6625 6625 424783 0 424783 424783 424783 67447 213514 119060 -51613 -51613 ADVERTISING INCOME 541800 45755 45755 45755 3771893 690865 45755 379795 X 143110 143110 347352 140784 127513 79055 608493 498442 52138 57913 3285 2895 130 260 32191 25240 4200 2751 76790 51695 14252 10843 4909 4909 25187 25187 479304 379572 28319 71413 150771 150771 92416 73717 17357 1342 654771 425307 166960 62504 6774 4561 1257 956 2314 1513 417 384 24238 17041 5280 1917 56307 39587 12266 4454 18317 12878 3990 1449 CLASSES AND SUPPLIES 112289 112155 134 OTHER EVENTS 10137 7767 1912 458 TAXES 7000 7000 2855955 1936264 623992 295699 435778 235665 842596 213165 328511 138418 119649 43636 24196 625785 322352 343809 303433 72581 143975 11151 1391362 1865201 163809 181915 136106 292159 225000 200000 350000 235182 146897 11151 1021812 920407 X -251003 805872 620553 138922 369550 944794 1391362 1865201 915938 4366 -345060 0 X X 0 1 X 1 0 X 2413364 2006842 1735993 2655478 8811677 2413364 2006842 1735993 2655478 8811677 962838 7848839 498 120559 431408 552465 0 14169 14169 35653 37997 6685 80335 9458646 1276333 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 384896 179637 205259 240889 142715 98174 303433 LEASE LIABILITY 11151 11151 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. TAXES ON NET UNRELATED BUSINESS INCOME RELATED TO ADVERTISING INCOME TOTALED $7,000 FOR THE YEAR END DECEMBER 31, 2024 AND ARE RECORDED AS TAXES IN THE CONSOLIDATED STATEMENT OF FUNCTIONAL EXPENSES. IN ACCORDANCE WITH FASB ASC 740, ACCOUNTING FOR UNCERTAINTY IN INCOME TAXES, THE ORGANIZATION 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, 2024 AND 2023. THERE HAVE BEEN NO RELATED TAX PENALTIES OR INTEREST, WHICH WOULD BE CLASSIFIED AS TAX EXPENSE IN THE CONSOLIDATED STATEMENTS OF ACTIVITIES. BLACK & GOLD GALA 280961 213514 67447 79630 22843 6000 10587 280961 213514 67447 79630 22843 6000 10587 119060 -51613 0 17170 BERNARDO CENTER LLC 5500 GROSSMONT CENTER DR 269 LA MESA CA 91942 923017574 501(C)(2) 143110 0 TO ASSIST SUBSIDIARY REAL ESTATE HOLDING 501(C)(2) ORGANIZATION. 0 1 0 0 0 0 0 0 0 0 0 SIMONA VALANCIUTE PRESIDENT / CEO 170500 0 0 0 0 0 5088 0 7588 0 183176 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 100000 0 1 1 200000 KRISHNA ARORA FORMER BOARD MEMBER 100000 LOAN TO ORG 0 DEL MAR HEALTHCAREDONALD AMBOSE DONOR 150000 LOAN TO ORG 0 X 1 250 FMV X AUCTION ITEMS 89 79630 FMV 0 0 0 0 PART I, COLUMN (B): THE ORGANIZATION IS REPORTING THE NUMBER OF ITEMS CONTRIBUTED. 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 IX, LINE 11G INSTRUCTORS: PROGRAM SERVICE EXPENSES 357,947. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 357,947. PROFESSIONAL - DEVELOPMENT: PROGRAM SERVICE EXPENSES 0. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 71,413. TOTAL EXPENSES 71,413. PROFESSIONAL - HUMAN RESOURCES - JOB POSTINGS: PROGRAM SERVICE EXPENSES 0. MANAGEMENT AND GENERAL EXPENSES 6,695. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 6,695. PROFESSIONAL - OTHER: PROGRAM SERVICE EXPENSES 21,625. MANAGEMENT AND GENERAL EXPENSES 21,624. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 43,249. FORM 990, PART XII, LINE 2C: THE ORGANIZATION FORMED AN AUDIT COMMITTEE IN 2024. FORM 990, PART XII, LINE 2C: THE ORGANIZATION CREATE A NEW AUDIT COMMITTEE TO OVERSEE THE AUDIT FOR 2024. 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 143110 CASH 17170 BERNARDO CENTER LLC K 384000 CASH