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Nonprofiteer
← OASIS INSTITUTE

Form 990 for tax year 2022

Filed by OASIS INSTITUTE.

This return was superseded by a later amendment. matched by us It is kept because history is preserved rather than replaced.

What the amendment changed

Compared with the latest return for 2022 , filed 3 January 2024. matched by us Only the return's totals, a 990-PF's accounting method and the names listed in Part VII (Part VIII on a 990-PF) are compared. We relate returns by organization, tax year and form, and order them by each return's own timestamp; the filer's own "amended return" checkbox is a separate fact.

Total revenue
$2,541,729 changed to $2,495,569
Total expenses
$2,148,748 changed to $2,149,959
Program service revenue
$496,889 changed to $450,729
Total assets, end of year
$6,402,427 changed to $6,677,427
Total liabilities, end of year
$4,175,686 changed to $4,493,702
Net assets or fund balances, end of year
$2,226,741 changed to $2,183,725
Program services expenses
$1,531,429 changed to $1,586,003
Management and general expenses
$429,722 changed to $375,376
Fundraising expenses
$187,597 changed to $188,580
Program service expenses (Part III)
$1,531,429 changed to $1,586,003

Totals

Total revenue
$2,541,729
Total expenses
$2,148,748
Contributions and grants received
$2,006,843
Grants paid
$0
Program service revenue
$496,889
Investment income
$0
Other revenue
$37,997
Total assets, end of year
$6,402,427
Total liabilities, end of year
$4,175,686
Net assets or fund balances, end of year
$2,226,741
Program services expenses (Part IX)
$1,531,429
Management and general expenses
$429,722
Fundraising expenses
$187,597
Program service expenses (Part III)
$1,531,429

Program services were 71.3% of total expenses calculated — Part IX's program-services column over total expenses, both as filed.

Line items

Every line the filer filed in Parts VIII, IX and X, as filed and in filed order. Blank columns are left out, and the lines are not forced to add up to the totals above.

Revenue

Part VIII, the statement of revenue.

  • 1e · Government grants (contributions)

    $74,356

  • 1f · All other contributions, gifts and grants

    $1,932,487

  • 2a · Program service revenue: CLASS FEE REVENUE

    total $496,889 · related or exempt $496,889

  • 3 · Investment income

    total $0

  • 4 · Income from investment of tax-exempt bond proceeds

    total $0

  • 5 · Royalties

    total $0

  • 6d · Net rental income or loss

    total $0

  • 7d · Net gain or loss

    total $0

  • 8c · Net income from fundraising events

    total $0

  • 9c · Net income from gaming

    total $0

  • 10c · Net income from sales of inventory

    total $0

  • 11a · Other revenue: MISCELLANEOUS REVENUE

    total $37,997 · excluded $37,997

  • 11e · Other revenue, total

    $37,997

Functional expenses

Part IX, the statement of functional expenses.

  • 1 · Grants to domestic organizations and governments

    total $0

  • 2 · Grants to domestic individuals

    total $0

  • 3 · Grants to foreign organizations and individuals

    total $0

  • 4 · Benefits paid to or for members

    total $0

  • 5 · Compensation of officers, directors and key employees

    total $164,333 · program services $98,600 · management and general $24,650 · fundraising $41,083

  • 6 · Compensation of disqualified persons

    total $0

  • 7 · Other salaries and wages

    total $580,090 · program services $446,271 · management and general $31,469 · fundraising $102,350

  • 8 · Pension plan contributions

    total $0

  • 9 · Other employee benefits

    total $40,744 · program services $31,176 · management and general $2,306 · fundraising $7,262

  • 10 · Payroll taxes

    total $59,131 · program services $43,382 · management and general $4,400 · fundraising $11,349

  • 11a · Fees: management

    total $0

  • 11b · Fees: legal

    total $0

  • 11c · Fees: accounting

    total $0

  • 11d · Fees: lobbying

    total $0

  • 11e · Fees: professional fundraising services

    total $0

  • 11f · Fees: investment management

    total $0

  • 11g · Fees: other

    total $150,905 · program services $66,092 · management and general $84,813

  • 12 · Advertising and promotion

    total $0

  • 13 · Office expenses

    total $0

  • 14 · Information technology

    total $0

  • 15 · Royalties

    total $0

  • 16 · Occupancy

    total $176,986 · program services $145,977 · management and general $29,181 · fundraising $1,828

  • 17 · Travel

    total $100,355 · program services $100,355

  • 18 · Travel or entertainment for public officials

    total $0

  • 19 · Conferences, conventions and meetings

    total $41,723 · program services $30,610 · management and general $3,105 · fundraising $8,008

  • 20 · Interest

    total $0

  • 21 · Payments to affiliates

    total $0

  • 22 · Depreciation, depletion and amortization

    total $114,614 · program services $94,533 · management and general $18,897 · fundraising $1,184

  • 23 · Insurance

    total $27,992 · program services $23,088 · management and general $4,615 · fundraising $289

  • 24a · Other expenses: MARKETING & CLASS MATERIALS

    total $289,424 · program services $132,216 · management and general $157,208

  • 24b · Other expenses: INSTRUCTOR FEES

    total $177,847 · program services $177,847

  • 24c · Other expenses: MISCELLANEOUS

    total $88,053 · program services $73,998 · management and general $11,995 · fundraising $2,060

  • 24d · Other expenses: PROGRAM EVENTS

    total $28,400 · program services $26,002 · management and general $670 · fundraising $1,728

  • 24e · All other expenses

    total $108,151 · program services $41,282 · management and general $56,413 · fundraising $10,456

Balance sheet

Part X, book values.

  • 1 · Cash, non-interest-bearing

    beginning of year $584,690 · end of year $1,038,515

  • 2 · Savings and temporary cash investments

    end of year $0

  • 3 · Pledges and grants receivable

    end of year $0

  • 4 · Accounts receivable

    beginning of year $345,923 · end of year $157,613

  • 5 · Loans and receivables from officers and key people

    end of year $0

  • 6 · Loans and receivables from disqualified persons

    end of year $0

  • 7 · Other notes and loans receivable

    end of year $0

  • 8 · Inventories for sale or use

    end of year $0

  • 9 · Prepaid expenses and deferred charges

    beginning of year $43,561 · end of year $46,654

  • 10a · Land, buildings and equipment: cost or other basis

    $5,265,632

  • 10b · Land, buildings and equipment: accumulated depreciation

    $338,106

  • 10c · Land, buildings and equipment, net

    beginning of year $4,577,792 · end of year $4,927,526

  • 11 · Investments: publicly traded securities

    end of year $0

  • 12 · Investments: other securities

    end of year $0

  • 13 · Investments: program-related

    end of year $0

  • 14 · Intangible assets

    end of year $0

  • 15 · Other assets

    beginning of year $260,691 · end of year $232,119

  • 17 · Accounts payable and accrued expenses

    beginning of year $138,704 · end of year $332,171

  • 19 · Deferred revenue

    beginning of year $12,991 · end of year $43,515

  • 25 · Other liabilities

    beginning of year $3,796,505 · end of year $3,800,000

  • 27 · Net assets without donor restrictions

    beginning of year $1,243,904 · end of year $1,606,188

  • 28 · Net assets with donor restrictions

    beginning of year $620,553 · end of year $620,553

Mission and programs · 2022

Mission

SAN DIEGO OASIS IS A NONPROFIT ORGANIZATION SERVING PEOPLE 50+ THROUGHOUT THE SAN DIEGO REGION. OUR COMMUNITY SERVICE BENEFITS ALL AGES AND COMMUNITIES. OUR MISSION IS TO PROMOTE SUCCESSFUL AGING THROUGH A THREE-FOLD APPROACH: LIFELONG LEARNING, HEALTHY LIVING AND INTERGENERATIONAL COMMUNITY SERVICE.

Activities or mission (Part I)

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.

  • 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 $553,075 · Revenue $178,880

  • TECHNOLOGY:SAN DIEGO OASIS OFFERS A BROAD SPECTRUM OF TECHNOLOGY CLASSES FOR OLDER LEARNERS. COURSES INCLUDE UNDERSTANDING CLOUD AND WI-FI, 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 RE-ENTER THE WORKFORCE, STAY CONNECTED TO FAMILIES, AND IMPROVE THEIR COMFORT AS ONLINE CONSUMERS. BESIDES FULL-LENGTH 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 $376,509 · Revenue $124,222

  • 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 $341,388 · Revenue $109,316

As filed on the 2022 return. The filer continues this part on Schedule O, which is not shown here.

Listed in Part VII

  • Simona Valanciute

    President & CEO

    Total calculated
    $164,333
    From this org
    $154,729
    From related orgs
    $0
    Other
    $9,604
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $154,729
    Bonus
    not reported
    Other
    not reported
    Deferred
    not reported
    Nontaxable benefits
    $9,604
    Filer's total
    $164,333

  • Mark Allan

    Board Member

    Total calculated
    $0
    Hours/week
    1

  • Mike Bardin

    Secretary

    Total calculated
    $0
    Hours/week
    1

  • Krishna Arora

    Chairman

    Total calculated
    $0
    Hours/week
    1

  • Judy Lewis

    Board Member

    Total calculated
    $0
    Hours/week
    1

  • Danielle Kyd

    Board Member

    Total calculated
    $0
    Hours/week
    1

  • David Chong

    BD Governance

    Total calculated
    $0
    Hours/week
    1

  • Jonathan E Doering

    Treasurer

    Total calculated
    $0
    Hours/week
    1

  • Tracey Stotz

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    1

  • Sue Bradham

    Board Member

    Total calculated
    $0
    Hours/week
    1

  • Hon William H Wise

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    1

  • Frank Hoffstadt

    Board Member

    Total calculated
    $0
    Hours/week
    1

  • Julie Derry

    Boaed Member

    Total calculated
    $0
    Hours/week
    1

Compensation is as filed in Part VII: reportable pay from this organization and from related organizations, other compensation, and hours per week. The total, marked calculated, is our sum of the three dollar columns, with a blank column counted as $0; the form itself has no total. On a Form 990-EZ the columns are Part IV's instead, and on a Form 990-PF Part VIII's — compensation, contributions to benefit plans, and expense account — and the total sums those. A Schedule J breakdown is as filed: base pay, bonus, other, deferred compensation and nontaxable benefits from this organization, with any from related organizations beside each, and the filer's own total. It is shown with the Part VII listing of the same name on the same return. The form gives no key between the two, so that pairing is ours, and is marked matched by us.

Schedule J

Answered yes

  • 3 · Compensation survey or study
  • 3 · Approval by the board or compensation committee

Answered no

  • 4a · Severance or change-of-control payment
  • 4b · Supplemental nonqualified retirement plan
  • 4c · Equity-based compensation arrangement
  • 5a · Pay contingent on this organization's revenues
  • 5b · Pay contingent on a related organization's revenues
  • 6a · Pay contingent on this organization's net earnings
  • 6b · Pay contingent on a related organization's net earnings
  • 7 · Other non-fixed payments
  • 8 · Paid under the initial-contract exception

Part I's answers as filed. A line not listed was left unanswered; on lines 1a and 3 that means the box was not checked.

Grants on this return

No itemized grants to organizations on this return.

Provenance

Return type
form_990
Tax year
2022
Filed
3 November 2023
IRS schema version
2022v5.0
Source object
202343079349302949

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