Civic Intelligence

Oasis Institute

990 • Fiscal year 2014 • EIN 30-0403895

Jan 01, 2014 to Dec 31, 2014 • Filed on Sep 15, 2015

Organization Profilewww.sandiegooasis.org

View Organization Page

1702 Camino Del Rio N 3rd FLSan Diego, CA 92108

(619) 881-6262

Siviq Scores

Precomputed percentiles for this filing year versus similar nonprofits in the same peer cohort.

Liabilities / Assets

50th percentile

0.05x

Higher debt load relative to assets than 50% of similar nonprofits.

2014 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2014

Liabilities / Revenue

49th percentile

0.04x

Higher debt load relative to revenue than 49% of similar nonprofits.

2014 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2014

Net Margin

23rd percentile

-7.6%

Higher net margin than 23% of similar nonprofits.

2014 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2014

Top Officer Pay

96th percentile

$212,621

Higher top officer pay than 96% of similar nonprofits.

Top officer pay equals 26.0% of source-year revenue.

2014 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2014

Asset Growth

19th percentile

-7.8%

Faster asset growth than 19% of similar nonprofits.

2014 filings • 501(c)3 • $500k-$1M nonprofits • Annualized from 2013 to 2014

Revenue Growth

69th percentile

17%

Faster revenue growth than 69% of similar nonprofits.

2014 filings • 501(c)3 • $500k-$1M nonprofits • Annualized from 2013 to 2014

Balance Sheet
Liabilities / Assets50th percentile

Assets

Down

$699,699

Down $59,416 (-7.8%) from 2013

Net Assets

Down

$666,490

Down $61,883 (-8.5%) from 2013

Liabilities

Up

$33,209

Up $2,467 (+8.0%) from 2013

Revenue And Expenses
Liabilities / Revenue49th percentileNet Margin23rd percentile

Revenue

Up

$816,985

Up $116,254 (+17%) from 2013

Expenses

Up

$878,868

Up $104,725 (+14%) from 2013

Net Income

Up

-$61,883

Up $11,529 (+16%) from 2013

Historical Trend

Balance Sheet Trend

Asset Growth19th percentile

The highlighted filing sits inside the broader history for assets, liabilities, and net assets.

$8.0M$6.0M$4.0M$2.0M$0Assets 2012: $824,764Liabilities 2012: $22,979Net Assets 2012: $801,7852012Assets 2013: $759,115Liabilities 2013: $30,742Net Assets 2013: $728,3732013Assets 2014: $699,699Liabilities 2014: $33,209Net Assets 2014: $666,4902014Assets 2015: $776,275Liabilities 2015: $47,764Net Assets 2015: $728,5112015Assets 2016: $797,691Liabilities 2016: $45,525Net Assets 2016: $752,1662016Assets 2017: $933,156Liabilities 2017: $112,108Net Assets 2017: $821,0482017Assets 2018: $740,535Liabilities 2018: $48,592Net Assets 2018: $691,9432018Assets 2019: $749,275Liabilities 2019: $63,825Net Assets 2019: $685,4502019Assets 2020: $1,167,465Liabilities 2020: $346,760Net Assets 2020: $820,7052020Assets 2021: $5,812,657Liabilities 2021: $3,948,200Net Assets 2021: $1,864,4572021Assets 2022: $6,677,427Liabilities 2022: $4,493,702Net Assets 2022: $2,183,7252022Assets 2023: $1,391,362Liabilities 2023: $1,021,812Net Assets 2023: $369,5502023Assets 2024: $1,865,201Liabilities 2024: $920,407Net Assets 2024: $944,7942024

Highlighted filing

2014

Assets$699,699
Liabilities$33,209
Net Assets$666,490
Open 2014 Filing

Operations Trend

Revenue Growth69th percentile

Revenue, expenses, and net income across loaded years, with this filing highlighted.

$6.0M$4.0M$2.0M$0-$2.0MExpenses 2012: $730,1312012Revenue 2013: $700,731Expenses 2013: $774,143Net Income 2013: -$73,4122013Revenue 2014: $816,985Expenses 2014: $878,868Net Income 2014: -$61,8832014Revenue 2015: $953,596Expenses 2015: $891,575Net Income 2015: $62,0212015Revenue 2016: $1,006,573Expenses 2016: $982,918Net Income 2016: $23,6552016Revenue 2017: $1,340,092Expenses 2017: $1,288,771Net Income 2017: $51,3212017Revenue 2018: $1,270,630Expenses 2018: $1,390,545Net Income 2018: -$119,9152018Revenue 2019: $1,348,403Expenses 2019: $1,384,827Net Income 2019: -$36,4242019Revenue 2020: $1,443,675Expenses 2020: $1,328,634Net Income 2020: $115,0412020Revenue 2021: $2,813,157Expenses 2021: $1,785,060Net Income 2021: $1,028,0972021Revenue 2022: $2,495,569Expenses 2022: $2,149,959Net Income 2022: $345,6102022Revenue 2023: $2,457,964Expenses 2023: $4,148,081Net Income 2023: -$1,690,1172023Revenue 2024: $3,771,893Expenses 2024: $2,855,955Net Income 2024: $915,9382024

Highlighted filing

2014

Revenue$816,985
Expenses$878,868
Net Income-$61,883
Open 2014 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2014 to Dec 31, 2014
Signed
Sep 15, 2015
Return Version
2014v5.0
Gross Receipts
$816,985
Mission and Program Overview

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. San diego oasis is a supporting organization of the oasis institute located in st. Louis, mo and part of a national oasis network of organizations and partnerships that carry out the oasis mission in communities across the country.

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 community service.

Balance Sheet Detail
LineBeginningEndChange
Assets
Savings and Temporary Cash Investments$607,180$571,741▼ $35,439
Cash and Non-Interest-Bearing Accounts$71,835$37,982▼ $33,853
Accounts Receivable$25,664$36,252▲ $10,588
Land, Buildings, and Equipment, Net$34,789$33,517▼ $1,272
Prepaid Expenses and Deferred Charges$19,647$20,207▲ $560
Other Notes and Loans Receivable, Net-$0-
Pledges and Grants Receivable-$0-
Receivable From Disqualified Prsn-$0-
Receivables From Officers Etc-$0-
Investments Other Securities-$0-
Investments Program Related-$0-
Investments in Publicly Traded Securities-$0-
Intangible Assets-$0-
Inventories for Sale or Use-$0-
Total Assets$759,115$699,699▼ $59,416
Other Assets Total-$0-
Liabilities
Accounts Payable and Accrued Expenses$30,742$33,209▲ $2,467
Total Liabilities$30,742$33,209▲ $2,467
Net Assets / Fund Balance
Unrestricted Net Assets$725,647$657,849▼ $67,798
Temporarily Rstr Net Assets$2,726$8,641▲ $5,915
Total Net Assets Fund Balance$728,373$666,490▼ $61,883
Total Liabilities and Net Assets / Fund Balance$759,115$699,699▼ $59,416

Asset Categories

AssetBook ValueDepreciationBasis
Other Land Buildings$33,517$19,449$52,966
Compensation and Service Providers
Top Officer Pay96th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
Simona ValanciuteCEO/exec. DirectorFT$110,492$7,073$117,565
Patricia GilbertDirector--$110,083$110,083
George ChamberlinTreasurer-$1,575-$1,575

Board Members and Trustees

NameTitle
Hank GeorgeBoard Chair
Charles Van VechtenDirector
Deni Saxod CarpenterDirector
Judy Lewis PhdDirector
Krishna AroraDirector
Marcia KerzDirector
Jolyn ParkerSecretary
Revenue and Support

Revenue Composition

Contributions and Grants
$264,145
Program Service Revenue
$536,844
Investment Income
$15,996
Other Revenue
$0
All Other Contributions
$151,845
Change in Net Assets
$-61,883

Audited Revenue Reconciliation

Revenue per Audited Statements
$816,985
Revenue Not Reported on Form 990
$272,945
Total Revenue per Audited Statements
$1,089,930
Total Revenue per Form 990
$816,985
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$479,942
Salaries, Compensation, and Employee Benefits$398,926
Total Fundraising Expense$80,892
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Salaries and Wages$165,284$31,391$38,190$234,865
Current Officers, Directors, Trustees, and Key Employees$84,808$15,677$18,655$119,140
All Other Expenses$51,775$18,889$16,360$87,024
Fees for Services Other$1,125$50,135-$51,260
Other Expenses$44,083--$44,083
Payroll Taxes$19,518$3,675$4,622$27,815
Other Employee Benefits$13,243$2,198$1,665$17,106
Depreciation Depletion$6,211$1,137$1,400$8,748
Insurance-$4,922-$4,922
Total Functional Expenses$669,952$128,024$80,892$878,868

Audited Expense Reconciliation

Line ItemAmount
Total Expenses per Audited Statements$1,151,813
Expenses per Audited Statements$878,868
Total Expenses per Form 990$878,868
Expenses Not Reported on Form 990$272,945
Fundraising, Events, and Gaming
Fundraising activities
No
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Professional Fundraising Fees$0
Political and Lobbying Activity
Political campaign activity
No
Lobbying activity
No
Subject to proxy tax
No
Insider Transactions and Loans

Loans and Receivables

Line ItemBeginningEndChange
Receivables from Disqualified Persons-$0-
Receivables from Officers, Directors, Trustees, and Key Employees-$0-
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
Yes
Audit committee
Yes
Backup withholding compliance
Yes
Business relationship with family members
No
Business relationship with organization members
No
Material changes to governing documents
No
Compensation from other sources disclosed
No
CEO compensation reviewed
Yes
Other officer compensation reviewed
Yes
Conflict-of-interest policy
Yes
Audited financial statements prepared
Yes
Key decisions subject to board approval
No
Management duties delegated
No

Governance Explanations

Form 990, Part VI, Line 11B: Form 990 Review Process

“The executive director, bookkeeper, and director of finance review the initial draft of the form 990. Subsequent to the initial review, the board of directors are then provided an electronic draft of the 990 for review. Any questions or comments are directed to the executive director or the director of finance. Once the draft is approved by the board, the 990 is filed.”

Form 990, Part VI, Line 12C: Explanation of Monitoring and Enforcement of Conflicts

“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, Line 15A: Compensation Review & Approval Process - CEO, Top Management

“The executive director's performance is reviewed by the executive committee of the board of directors who then makes a recommendation based on performance and organizational budgetary constraints as to any changes in the executive director's compensation.”

Form 990, Part VI, Line 19: Other Organization Documents Publicly Available

“The organization's governing documents, conflict of interest policy, and financial statements are made available upon request at the organization's office.”

Filing and Contact Details

Filer

Filer Name
San Diego Oasis
EIN
30-0403895
Phone
6198816262
Address
1702 CAMINO DEL RIO N 3RD FL, SAN DIEGO, CA 92108

Signing Officer

Name
Simona Valanciute
Title
CEO/exec. Director
Signed
2015-09-15
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Simona Valanciute
Formed
2007
Legal Domicile
CA
Voting Board Members
9
Independent Board Members
9
Employees
7
Volunteers
811

Preparer

Firm
West Rhode & Roberts
Address
2741 4th Ave, San Diego, CA 92103
Preparer
Cheryl Rhode
Phone
6196155380
Supplemental Narrative

Additional Explanations

Form 990, Part III, Line 4D: Other Program Services Description

“Other program services 4: volunteer service:san diego oasis offers a wide variety of volunteer experiences, including intergenerational tutoring and mentoring programs that address two of society's most pressing issues-literacy and obesity. Through the one-on-one oasis intergenerational tutoring program, trained volunteers serve as reading tutors for primary grade students in eleven area school districts. Volunteers also mentor children through catch healthy habits, an evidence-based program that trains volunteer teams to work with children in kindergarten through fifth grade in after school or summer settings to promote increased physical activity and healthy food choices. Volunteers also serve in administrative roles, as course instructors and travel team volunteers.”

Financial Statement Notes

Part X : FIN48 Footnote

“The Organization is a type 1 supporting organization of the Oasis Institute and is exempt from income taxes under Section 501(c)(3) of the Internal Revenue Code and is also exempt from the State of California Franchise and income tax under Section 23701(d) of the State Revenue and Taxation Code. The Financial Accounting Standards Board (FASB) issued Accounting Standards Codification No. 740-10, Accounting for Uncertainties in Income Taxes, which sets a minimum threshold for financial statement recognition of the benefit of a tax position taken or expected to be taken in a tax return. Tax positions for the open tax years as of December 31, 2014 were reviewed by the Organization and it was determined that it has no uncertain tax positions requiring accrual or disclosure.”

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This appendix keeps the raw XML leaves available for debugging and edge-case review. The human report above is the primary experience.

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IRS990/MissionDesc0San 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 community service. San Diego OASIS is a supporting organization of The OASIS Institute located in St. Louis, MO and part of a national network of organizations and partnerships that carry out the OASIS mission in communities across the country.
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IRS990/PrincipalOfficerNm0SIMONA VALANCIUTE
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IRS990/ProgSrvcAccomActy2Grp/Desc0HEALTH:SAN DIEGO OASIS OFFERS A PROACTIVE HEALTH PROMOTION STRATEGY TO REDUCE HEALTH RISKS IN OLDER ADULTS BY HELPING THEM UNDERSTAND AND ADDRESS THEIR CHANGING HEALTH NEEDS. THE CURRICULUM CONSISTS OF NATIONALLY RECOGNIZED, EVIDENCE-BASED PROGRAMS, SUCH AS CHRONIC DISEASE SELF-MANAGEMENT PROGRAM DEVELOPED BY STANFORD UNIVERSITY, AS WELL AS LOCALLY OFFERED EXERCISE AND FITNESS CLASSES, AND HEALTH EDUCATION PROGRAMS IN AREAS OF NUTRITION, EXERCISE, DISEASE MANAGEMENT, SENSORY CHANGES, MENTAL HEALTH, MEMORY AND GENERAL HEALTH PROMOTION.
IRS990/ProgSrvcAccomActy2Grp/ExpenseAmt0211656
IRS990/ProgSrvcAccomActy2Grp/RevenueAmt0147096
IRS990/ProgSrvcAccomActy3Grp/Desc0VOLUNTEER SERVICE:SAN DIEGO OASIS OFFERS A WIDE VARIETY OF VOLUNTEER EXPERIENCES, INCLUDING INTERGENERATIONAL TUTORING AND MENTORING PROGRAMS THAT ADDRESS TWO OF SOCIETY'S MOST PRESSING ISSUES-LITERACY AND OBESITY. THROUGH THE ONE-ON-ONE OASIS INTERGENERATIONAL TUTORING PROGRAM, TRAINED VOLUNTEERS SERVE AS READING TUTORS FOR PRIMARY GRADE STUDENTS IN ELEVEN AREA SCHOOL DISTRICTS. VOLUNTEERS ALSO MENTOR CHILDREN THROUGH CATCH HEALTHY HABITS, AN EVIDENCE-BASED PROGRAM THAT TRAINS VOLUNTEER TEAMS TO WORK WITH CHILDREN IN KINDERGARTEN THROUGH FIFTH GRADE IN AFTER SCHOOL OR SUMMER SETTINGS TO PROMOTE INCREASED PHYSICAL ACTIVITY AND HEALTHY FOOD CHOICES. VOLUNTEERS ALSO SERVE IN ADMINISTRATIVE ROLES, AS COURSE INSTRUCTORS AND TRAVEL TEAM VOLUNTEERS.
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IRS990ScheduleA/SupportedOrgInformationGrp/SupportedOrganizationName/BusinessNameLine1Txt0OASIS INSTITUTE
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IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt0The Organization is a type 1 supporting organization of the Oasis Institute and is exempt from income taxes under Section 501(c)(3) of the Internal Revenue Code and is also exempt from the State of California Franchise and income tax under Section 23701(d) of the State Revenue and Taxation Code. The Financial Accounting Standards Board (FASB) issued Accounting Standards Codification No. 740-10, Accounting for Uncertainties in Income Taxes, which sets a minimum threshold for financial statement recognition of the benefit of a tax position taken or expected to be taken in a tax return. Tax positions for the open tax years as of December 31, 2014 were reviewed by the Organization and it was determined that it has no uncertain tax positions requiring accrual or disclosure.
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc0Part X : FIN48 Footnote
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Document Assets

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Filings

Displayed year

2014 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$699,699
Liabilities
$33,209
Net assets
$666,490
Revenue
$816,985
Expenses
$878,868
Net income
-$61,883
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.87$0.92$0.94$3.77$2.86$0.92
2023Detailed filing. Detailed filing data is available for this year.$1.39$1.02$0.37$2.46$4.15$1.69
2022Detailed filing. Detailed filing data is available for this year.$6.68$4.49$2.18$2.50$2.15$0.35
2021Detailed filing. Detailed filing data is available for this year.$5.81$3.95$1.86$2.81$1.79$1.03
2020Detailed filing. Detailed filing data is available for this year.$1.17$0.35$0.82$1.44$1.33$0.12
2019Detailed filing. Detailed filing data is available for this year.$0.75$0.06$0.69$1.35$1.38$0.04
2018Detailed filing. Detailed filing data is available for this year.$0.74$0.05$0.69$1.27$1.39$0.12
2017Detailed filing. Detailed filing data is available for this year.$0.93$0.11$0.82$1.34$1.29$0.05
2016Detailed filing. Detailed filing data is available for this year.$0.80$0.05$0.75$1.01$0.98$0.02
2015Detailed filing. Detailed filing data is available for this year.$0.78$0.05$0.73$0.95$0.89$0.06
2014Detailed filing. Detailed filing data is available for this year.$0.70$0.03$0.67$0.82$0.88$0.06
2013Detailed filing. Detailed filing data is available for this year.$0.76$0.03$0.73$0.70$0.77$0.07
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.82$0.02$0.80$0.73
Peer Organizations

Similar nonprofits based on the same Siviq industry and scale cohort. 2014 filings • 501(c)3 • $500k-$1M nonprofits