Nonprofit · EIN 95-3196296
FRIENDS OF OASIS
Tax-exempt · CORONA DL MAR, CA 92625
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| June 30, 2025 | 990 | $1,536,020 | $696,004 | $840,016 | $2,854,274 | $40,058 | $2,814,216 |
| June 30, 2024 | 990 | $748,722 | $647,475 | $101,247 | $1,918,366 | $34,947 | $1,883,419 |
| June 30, 2023 | 990 | $827,645 | $672,964 | $154,681 | $1,825,220 | $43,048 | $1,782,172 |
Financial details: 990 for the year ended June 30, 2025
Revenue
- Contributions, gifts and grants
- $1,245,151
- Membership dues
- $190,434
- Program service revenue
- $157,573
- Investment income
- $77,985
- Net income from fundraising events
- $34,136
- Net income from sales of inventory
- $21,175
- Other revenue
- $55,311
Expenses
- Grants and similar amounts paid
- $62,511
- Other salaries and wages
- $172,362
- Salaries, compensation and benefits (total)
- $172,362
- Professional fundraising fees
- $0
- Travel
- $75,198
- Depreciation
- $20,805
- Program services (functional)
- $514,365
- Management and general (functional)
- $176,649
- Fundraising (functional)
- $4,990
Balance sheet and other
- Total assets, start of year
- $1,918,366
- Total assets, end of year
- $2,854,274
- Total liabilities, end of year
- $40,058
- Net assets, end of year
- $2,814,216
- Land, buildings and equipment
- $7,142
- Net assets without donor restrictions
- $1,780,680
- Net assets with donor restrictions
- $1,033,536
- Gross receipts
- $1,581,016
- Employees
- 3
- Volunteers
- 100
- Year formed
- 1977
- 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 June 30, 2025, highest compensation first.
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| ZIMMERMAN MIKE | PRESIDENT Trustee or director, Officer | 5 | $0 |
| STEWART KATHY | VP, OPS Trustee or director, Officer | 5 | $0 |
| HOWALD WALT | VP, CA Trustee or director, Officer | 5 | $0 |
| WALKERKAY | VP, DEV Trustee or director, Officer | 5 | $0 |
| WEHRLEN PAUL | SECRETARY Trustee or director, Officer | 5 | $0 |
| MILBERT BARBARA | TREASURER Trustee or director, Officer | 5 | $0 |
| BRENNER JOY | DIRECTOR Trustee or director | 5 | $0 |
| COOPER JUDY | DIRECTOR Trustee or director | 5 | $0 |
| MOORE DEBRA | DIRECTOR Trustee or director | 5 | $0 |
| PIERCE KELLY | DIRECTOR Trustee or director | 5 | $0 |
| ROBERTS KATHY | DIRECTOR Trustee or director | 5 | $0 |
| SLOATE BARBARA | DIRECTOR Trustee or director | 5 | $0 |
| SPIVEY JIM | DIRECTOR Trustee or director | 5 | $0 |
| UPTON JEFF | DIRECTOR Trustee or director | 5 | $0 |
| ZEBALLOS ABEL | DIRECTOR Trustee or director | 5 | $0 |
990 for the year ended June 30, 2024: 15 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| ZIMMERMAN MIKE | PRESIDENT Trustee or director, Officer | 5 | $0 |
| STEWART KATHY | VP, OPS Trustee or director, Officer | 5 | $0 |
| HOWALD WALT | VP, CA Trustee or director, Officer | 5 | $0 |
| WALKERKAY | VP, DEV Trustee or director, Officer | 5 | $0 |
| PAULSEN SCOTT | SECRETARY Trustee or director, Officer | 5 | $0 |
| HERZOG HOWARD | TREASURER Trustee or director, Officer | 5 | $0 |
| MOORE DEBRA | DIRECTOR Trustee or director | 5 | $0 |
| COOPER JUDY | DIRECTOR Trustee or director | 5 | $0 |
| MILBERT BARBARA | DIRECTOR Trustee or director | 5 | $0 |
| PIERCE KELLY | DIRECTOR Trustee or director | 5 | $0 |
| ROBERTS KATHY | DIRECTOR Trustee or director | 5 | $0 |
| RYPINSKI ALAN | DIRECTOR Trustee or director | 5 | $0 |
| SLOATE BARBARA | DIRECTOR Trustee or director | 5 | $0 |
| SPIVEY JIM | DIRECTOR Trustee or director | 5 | $0 |
| UPTON JEFF | DIRECTOR Trustee or director | 5 | $0 |
990 for the year ended June 30, 2023: 15 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| CARROLL JOHN | PRESIDENT Trustee or director, Officer | 5 | $0 |
| STEWART KATHY | VP, OPS Trustee or director, Officer | 5 | $0 |
| HOWALD WALT | VP, CA Trustee or director, Officer | 5 | $0 |
| WALKERKAY | VP, DEV Trustee or director, Officer | 5 | $0 |
| PAULSEN SCOTT | SECRETARY Trustee or director, Officer | 5 | $0 |
| HERZOG HOWARD | TREASURER Trustee or director, Officer | 5 | $0 |
| ALLEN DEBRA | DIRECTOR Trustee or director | 5 | $0 |
| COOPER JUDY | DIRECTOR Trustee or director | 5 | $0 |
| MILBERT BARBARA | DIRECTOR Trustee or director | 5 | $0 |
| PIERCE KELLY | DIRECTOR Trustee or director | 5 | $0 |
| ROBERTS KATHY | DIRECTOR Trustee or director | 5 | $0 |
| RYPINSKI ALAN | DIRECTOR Trustee or director | 5 | $0 |
| SLOATE BARBARA | DIRECTOR Trustee or director | 5 | $0 |
| UPTON JEFF | DIRECTOR Trustee or director | 5 | $0 |
| ZIMMERMAN MIKE | DIRECTOR Trustee or director | 5 | $0 |
Address and contacts
- Address (IRS master file)
- 801 NARCISSUS AVE, CORONA DL MAR, CA 92625-2433
- Principal officer (990 for 2024)
- MICHAEL ZIMMERMAN, 801 NARCISSUS AVE, CORONA DEL MAR, CA 92625
- Signed the 990
- MICHAEL ZIMMERMAN, PRESIDENT
- Phone
- (949) 718-1800
- Website
- FRIENDSOFOASIS.ORG
- Return prepared by
- MM & COMPANY LLP
California records
California keeps its own records of charities and corporations. Search them by EIN 95-3196296 or by the name FRIENDS OF OASIS.
- 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
THE ORGANIZATION PROVIDES FINANCIAL & VOLUNTEER SUPPORT TO THE OASIS SENIOR CENTER. ITS GOAL IS TO ASSIST IN GIVING SENIORS THE OPPORTUNITY TO LIVE HEALTHY, ACTIVE AND PRODUCTIVE LIVES.
Program accomplishments
- FRIENDS OF OASIS ALSO OFFERS ADDITIONAL SENIOR ACTIVITIES SUCH AS CITY ACTIVITIES, SAILING CLUB, FRIENDS ACTIVITIES, GENERAL GATHERING, PANCAKE BREAKFAST, AND RUMMAGE SALE. GENERAL FINANCIAL AND VOLUNTEER SUPPORT EXPENSES FOR THE NEWPORT BEACH OASIS SENIOR CENTER.Expenses $356,656 · revenue $72,417
- FRIENDS OF OASIS SPONSORS TRAVEL ARRANGEMENTS FOR SENIORS WHICH PROVIDES TRAVEL OPPORTUNITIES FOR SENIORS.Expenses $95,198 · revenue $85,156
- THE SCHOLARSHIP PROGRAM WAS INITIATED AT THE END OF FINANCIAL YEAR 2022. THIS PROGRAM HELPS PROVIDE FINANCIAL SUPPORT AND ENCOURAGE EVERYONE TO FURTHER THEIR EDUCATION TO PROVIDE FOR SENIORS' PROBLEMS RESULTING FROM AGING.Expenses $62,511 · grants $62,511
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 June, so each return is due on the 15th day of the 5th month after that.
| Tax year | Year ended | Due | IRS public records |
|---|---|---|---|
| 2025 | June 30, 2026 | November 16, 2026 | Not due yet |
| 2024 | June 30, 2025 | November 17, 2025 | 990 on file |
| 2023 | June 30, 2024 | November 15, 2024 | 990 on file |
IRS record
- EIN
- 95-3196296
- 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
- 1978
- Accounting year ends
- June
- Files
- Form 990 or 990-EZ
- Assets (IRS master file)
- $2,854,274
- Income (IRS master file)
- $1,581,016
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990 | June 2025 | $1,536,020 | $696,004 | $2,854,274 | IRS |
| 990 | June 2024 | $748,722 | $647,475 | $1,918,366 | IRS |
| 990 | June 2023 | $827,645 | $672,964 | $1,825,220 | XML |
| 990 | June 2022 | $499,930 | $570,699 | $1,589,100 | IRS |
| 990 | June 2021 | – | – | – | IRS |
| 990 | June 2020 | – | – | – | IRS |
| 990 | June 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 95-3196296).
Questions about FRIENDS OF OASIS
- What is the EIN of FRIENDS OF OASIS?
- The employer identification number (EIN) of FRIENDS OF OASIS is 95-3196296.
- Is FRIENDS OF OASIS tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 1978.
- Are donations to FRIENDS OF OASIS tax-deductible?
- Yes. It is listed in IRS Publication 78 (Public charity, 50% deduction limit).
- Which annual return does FRIENDS OF OASIS 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 FRIENDS OF OASIS due?
- The return for tax year 2025 (the year ending June 30, 2026) is due November 16, 2026. Form 8868 extends it by six months; the 990-N cannot be extended.
- When did FRIENDS OF OASIS last file with the IRS?
- The latest return in the IRS public files is the 990 for the year ended June 2025.
- Who is the principal officer of FRIENDS OF OASIS?
- The 990 for the year ended June 30, 2025 names MICHAEL ZIMMERMAN.
- Who are the officers and directors of FRIENDS OF OASIS?
- The 990 for the year ended June 30, 2025 lists 15 people; 0 received compensation from the organization.
- How much revenue does FRIENDS OF OASIS have?
- On its 990 for the year ended June 30, 2025 it reported revenue of $1,536,020, expenses of $696,004 and total assets of $2,854,274 at year end.
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