Nonprofit · EIN 30-0403895
OASIS INSTITUTE
Also known as SAN DIEGO OASIS
Tax-exempt · LA MESA, CA 91942
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| December 31, 2024 | 990 | $3,771,893 | $2,855,955 | $915,938 | $1,865,201 | $920,407 | $944,794 |
| December 31, 2023 | 990 | $2,457,964 | $4,148,081 | -$1,690,117 | $1,391,362 | $1,021,812 | $369,550 |
| December 31, 2022 | 990 (amended) | $2,495,569 | $2,149,959 | $345,610 | $6,677,427 | $4,493,702 | $2,183,725 |
Financial details: 990 for the year ended December 31, 2024
Revenue
- Contributions, gifts and grants
- $2,655,478
- of which government grants
- $25,000
- Program service revenue
- $690,865
- Investment income
- $6,625
- Net rental income
- $424,783
- Net income from fundraising events
- -$51,613
- Other revenue
- $418,925
Expenses
- Grants and similar amounts paid
- $143,110
- Compensation of officers, directors and key employees
- $347,352
- Other salaries and wages
- $608,493
- Salaries, compensation and benefits (total)
- $1,068,111
- Professional fundraising fees
- $0
- Legal fees
- $4,909
- Accounting fees
- $25,187
- Occupancy
- $654,771
- Travel
- $6,774
- Depreciation
- $56,307
- Program services (functional)
- $1,936,264
- Management and general (functional)
- $623,992
- Fundraising (functional)
- $295,699
Balance sheet and other
- Total assets, start of year
- $1,391,362
- Total assets, end of year
- $1,865,201
- Total liabilities, end of year
- $920,407
- Net assets, end of year
- $944,794
- Land, buildings and equipment
- $303,433
- Net assets without donor restrictions
- $805,872
- Net assets with donor restrictions
- $138,922
- Gross unrelated business income
- $45,755
- Gross receipts
- $3,890,953
- Employees
- 15
- Volunteers
- 400
- Year formed
- 2007
- State of legal domicile
- CA
From the e-filed returns the IRS publishes as XML (latest three processing years; amended returns replace the original). PDF copies at the IRS.
Officers, directors and key employees
As listed on the 990 for the year ended December 31, 2024, highest compensation first.
| Name | Title | Hours / week | Compensation | Other / benefits |
|---|---|---|---|---|
| SIMONA VALANCIUTE | PRESIDENT / CEO Officer | 40 | $170,500 | $12,676 |
| CINDY FRIEDENBERG | CHIEF FINANCIAL OFFICER Officer | 27 | $86,869 | $463 |
| MICHAEL CRAIG | CHIEF OPERATIONS OFFICER (THRU 9/24) Officer | 40 | $76,772 | $72 |
| KRISHNA ARORA | BOARD MEMBER Trustee or director | 1 | $0 | $0 |
| BONNIE DOWD | BOARD MEMBER Trustee or director | 1 | $0 | $0 |
| SOFIA LUKAS | BOARD MEMBER Trustee or director | 1 | $0 | $0 |
| DANIELLE FINCH | BOARD MEMBER Trustee or director | 1 | $0 | $0 |
| JUDY LEWIS | BOARD MEMBER Trustee or director | 1 | $0 | $0 |
| TRACEY STOTZ | BOARD MEMBER Trustee or director | 1 | $0 | $0 |
| HON WILLIAM H WISE | BOARD MEMBER Trustee or director | 1 | $0 | $0 |
| PAUL WEISS | BOARD MEMBER Trustee or director | 1 | $0 | $0 |
| JULIE DERRY | BOARD MEMBER Trustee or director | 1 | $0 | $0 |
| REBECCA RAYMOND | BOARD MEMBER Trustee or director | 1 | $0 | $0 |
| GINGER COUVRETTE | BOARD MEMBER Trustee or director | 1 | $0 | $0 |
| MARK ALLEN | BOARD CHAIR Officer | 1 | $0 | $0 |
2 more people on this return
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| MIKE BARDIN | SECRETARY Officer | 1 | $0 |
| DAVID CHONG | BD GOVERNANCE Officer | 1 | $0 |
990 for the year ended December 31, 2023: 15 people
| Name | Title | Hours / week | Compensation | Other / benefits |
|---|---|---|---|---|
| SIMONA VALANCIUTE | PRESIDENT / CEO Officer | 40 | $164,567 | $10,445 |
| MICHAEL CRAIG | CHIEF OPERATIONS OFFICER Officer | 1 | $103,909 | $128 |
| DANIELLE FINCH | BOARD MEMBER Trustee or director | 1 | $0 | $0 |
| FRANK HOFFSTADT | BOARD MEMBER Trustee or director | 1 | $0 | $0 |
| HON WILLIAM H WISE | BOARD MEMBER Trustee or director | 1 | $0 | $0 |
| JUDY LEWIS | BOARD MEMBER Trustee or director | 1 | $0 | $0 |
| JULIE DERRY | BOARD MEMBER Trustee or director | 1 | $0 | $0 |
| KRISHNA ARORA | BOARD MEMBER Trustee or director | 1 | $0 | $0 |
| PAUL WEISS | BOARD MEMBER Trustee or director | 1 | $0 | $0 |
| SUE BRADHAM | BOARD MEMBER Trustee or director | 1 | $0 | $0 |
| TRACEY STOTZ | BOARD MEMBER Trustee or director | 1 | $0 | $0 |
| DAVID CHONG | BD GOVERNANCE Officer | 1 | $0 | $0 |
| JONATHAN E DOERING | TREASURER Officer | 1 | $0 | $0 |
| MARK ALLEN | VICE CHAIR Officer | 1 | $0 | $0 |
| MIKE BARDIN | SECRETARY Officer | 1 | $0 | $0 |
990 for the year ended December 31, 2022: 13 people
| Name | Title | Hours / week | Compensation | Other / benefits |
|---|---|---|---|---|
| SIMONA VALANCIUTE | President & CEO Officer | 40 | $154,729 | $9,604 |
| MARK ALLAN | Board Member Trustee or director | 1 | $0 | $0 |
| MIKE BARDIN | Secretary Trustee or director, Officer | 1 | $0 | $0 |
| KRISHNA ARORA | Chairman Trustee or director, Officer | 1 | $0 | $0 |
| JUDY LEWIS | Board Member Trustee or director | 1 | $0 | $0 |
| DANIELLE KYD | Board Member Trustee or director | 1 | $0 | $0 |
| DAVID CHONG | BD Governance Trustee or director, Officer | 1 | $0 | $0 |
| JONATHAN E DOERING | Treasurer Trustee or director, Officer | 1 | $0 | $0 |
| TRACEY STOTZ | BOARD MEMBER Trustee or director | 1 | $0 | $0 |
| SUE BRADHAM | Board Member Trustee or director | 1 | $0 | $0 |
| HON WILLIAM H WISE | BOARD MEMBER Trustee or director | 1 | $0 | $0 |
| FRANK HOFFSTADT | Board Member Trustee or director | 1 | $0 | $0 |
| JULIE DERRY | Boaed Member Trustee or director | 1 | $0 | $0 |
Address and contacts
- Address (IRS master file)
- 5500 GROSSMONT CENTER DR STE 269, LA MESA, CA 91942-3015
- In care of
- % SIMONA VALANCIUTE
- Principal officer (990 for 2024)
- SIMONA VALANCIUTE, 5500 GROSSMONT CENTER DRIVE 269, LA MESA, CA 91942
- Signed the 990
- CINDY FRIEDENBERG, CHIEF FINANCIAL OFFICER
- Phone
- (619) 881-6262
- Website
- WWW.SANDIEGOOASIS.ORG
- Return prepared by
- EAG GULF COAST LLC
California records
California keeps its own records of charities and corporations. Search them by EIN 30-0403895 or by the name OASIS INSTITUTE.
- Attorney General, Registry of Charities and Fundraisers
- Registration status and filed reports (CT-TR-1, RRF-1)
- Secretary of State, bizfile Online
- Corporation status, entity number, agent for service
- Franchise Tax Board
- Entity status letter (state tax exemption, good standing)
Mission
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.
Program accomplishments
- 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.Expenses $875,067 · grants $143,110 · revenue $690,865
- 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?"Expenses $425,692
- 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.Expenses $319,362
- 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.Expenses $316,143
What it must file and when
IRS records say it files Form 990 or 990-EZ. Based on its last return; a smaller organization may file the 990-N. Its accounting year ends in December, so each return is due on the 15th day of the 5th month after that.
| Tax year | Year ended | Due | IRS public records |
|---|---|---|---|
| 2025 | December 31, 2025 | May 15, 2026 | Not on file |
| 2024 | December 31, 2024 | May 15, 2025 | 990 on file |
| 2023 | December 31, 2023 | May 15, 2024 | 990 on file |
IRS record
- EIN
- 30-0403895
- Tax-exempt status
- 501(c)(3): Charitable, religious, educational or scientific organization
- Foundation status
- Publicly supported organization (170(b)(1)(A)(vi))
- Donations deductible (Pub 78)
- Public charity, 50% deduction limit
- Exempt since
- 2021
- Accounting year ends
- December
- Files
- Form 990 or 990-EZ
- Category (NTEE)
- Human services (P81)
- Assets (IRS master file)
- $1,865,201
- Income (IRS master file)
- $3,890,953
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990 | December 2024 | $3,771,893 | $2,855,955 | $1,865,201 | XML |
| 990-T | December 2024 | – | – | – | IRS |
| 990 | December 2023 | $2,457,964 | $4,148,081 | $1,391,362 | XML |
| 990 | December 2022 | $2,495,569 | $2,149,959 | $6,677,427 | XML |
| 990 | December 2021 | – | – | – | IRS |
| 990 | December 2020 | – | – | – | IRS |
| 990 | December 2019 | – | – | – | IRS |
| 990 | December 2018 | – | – | – | IRS |
990-N: the IRS bulk file holds only the latest e-Postcard per organization; earlier years come from archived copies of that file since 2020 and can have gaps (the IRS e-Postcard search lists every one). 990, 990-EZ, 990-PF, 990-T: every e-filed return in the IRS e-file index since 2019; XML for the latest three processing years, amounts from the IRS Statistics of Income extracts before that. PDF copies and determination letters at the IRS (search EIN 30-0403895).
Questions about OASIS INSTITUTE
- What is the EIN of OASIS INSTITUTE?
- The employer identification number (EIN) of OASIS INSTITUTE is 30-0403895.
- Is OASIS INSTITUTE tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 2021.
- Are donations to OASIS INSTITUTE tax-deductible?
- Yes. It is listed in IRS Publication 78 (Public charity, 50% deduction limit).
- Which annual return does OASIS INSTITUTE file?
- Form 990 or 990-EZ. Based on its last return; a smaller organization may file the 990-N.
- When is the next return of OASIS INSTITUTE due?
- The return for tax year 2025 (the year ending December 31, 2025) is due May 15, 2026. Form 8868 extends it by six months; the 990-N cannot be extended.
- When did OASIS INSTITUTE last file with the IRS?
- The latest return in the IRS public files is the 990 for the year ended December 2024.
- Who is the principal officer of OASIS INSTITUTE?
- The 990 for the year ended December 31, 2024 names SIMONA VALANCIUTE.
- Who are the officers and directors of OASIS INSTITUTE?
- The 990 for the year ended December 31, 2024 lists 17 people; 3 received compensation from the organization, the highest $170,500 (SIMONA VALANCIUTE, PRESIDENT / CEO).
- How much revenue does OASIS INSTITUTE have?
- On its 990 for the year ended December 31, 2024 it reported revenue of $3,771,893, expenses of $2,855,955 and total assets of $1,865,201 at year end.
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- KIND HEARTS SAN DIEGO EIN 88-1119469 · last filed 990 for 2025
- PARTNERS THERAPEUTIC HORSEMANSHIP INC EIN 20-1928582 · last filed 990 for 2025
- MARY & YELDA ATTISHA FOUNDATION INC EIN 81-5450564 · last filed 990-PF for 2023
- GATEWAY TO GROWTH EIN 93-4817977 · last filed 990-EZ for 2025
- BRAUNER FAMILY FOUNDATION EIN 87-2271068 · last filed 990-PF for 2025
- PATHWAYS SOCIAL CLUB EIN 39-2180491 · last filed 990-N for 2025
- GOLDEN MONARCH FOUNDATION EIN 87-3670035 · last filed 990-N for 2025