Civic Intelligence

Oasis Institute

990 • Fiscal year 2020 • EIN 30-0403895

Jan 01, 2020 to Dec 31, 2020 • Filed on Oct 12, 2021

Organization Profilewww.sandiegooasis.org

View Organization Page

5500 Grossmont Center Drive 269LA Mesa, CA 91942

(619) 881-6262

Siviq Scores

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

Liabilities / Assets

70th percentile

0.30x

Higher debt load relative to assets than 70% of similar nonprofits.

2020 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2020

Liabilities / Revenue

64th percentile

0.24x

Higher debt load relative to revenue than 64% of similar nonprofits.

2020 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2020

Net Margin

55th percentile

8.0%

Higher net margin than 55% of similar nonprofits.

2020 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2020

Top Officer Pay

90th percentile

$200,832

Higher top officer pay than 90% of similar nonprofits.

Top officer pay equals 13.9% of source-year revenue.

2020 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2020

Asset Growth

87th percentile

56%

Faster asset growth than 87% of similar nonprofits.

2020 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2019 to 2020

Revenue Growth

61st percentile

7.1%

Faster revenue growth than 61% of similar nonprofits.

2020 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2019 to 2020

Balance Sheet
Liabilities / Assets70th percentile

Assets

Up

$1,167,465

Up $418,190 (+56%) from 2019

Net Assets

Up

$820,705

Up $135,255 (+20%) from 2019

Liabilities

Up

$346,760

Up $282,935 (+443%) from 2019

Revenue And Expenses
Liabilities / Revenue64th percentileNet Margin55th percentile

Revenue

Up

$1,443,675

Up $95,272 (+7.1%) from 2019

Expenses

Down

$1,328,634

Down $56,193 (-4.1%) from 2019

Net Income

Up

$115,041

Up $151,465 (+416%) from 2019

Historical Trend

Balance Sheet Trend

Asset Growth87th 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

2020

Assets$1,167,465
Liabilities$346,760
Net Assets$820,705
Open 2020 Filing

Operations Trend

Revenue Growth61st 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

2020

Revenue$1,443,675
Expenses$1,328,634
Net Income$115,041
Open 2020 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2020 to Dec 31, 2020
Signed
Oct 12, 2021
Return Version
2020v4.0
Gross Receipts
$1,537,291
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 intergenerational community service.

Balance Sheet Detail
LineBeginningEndChange
Assets
Cash and Non-Interest-Bearing Accounts$70,182$535,493▲ $465,311
Land, Buildings, and Equipment, Net$337,268$304,843▼ $32,425
Accounts Receivable$70,861$60,165▼ $10,696
Prepaid Expenses and Deferred Charges$44,646$20,432▼ $24,214
Savings and Temporary Cash Investments-$0-
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$749,275$1,167,465▲ $418,190
Other Assets Total$226,318$246,532▲ $20,214
Liabilities
Deferred Revenue-$231,225-
Accounts Payable and Accrued Expenses$63,825$115,535▲ $51,710
Total Liabilities$63,825$346,760▲ $282,935
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$575,365$704,480▲ $129,115
Net Assets With Donor Restrictions$110,085$116,225▲ $6,140
Total Net Assets Fund Balance$685,450$820,705▲ $135,255
Total Liabilities and Net Assets / Fund Balance$749,275$1,167,465▲ $418,190

Asset Categories

AssetBook ValueDepreciationBasis
Leasehold Improvements$279,335$74,401$353,736
Equipment$25,508$94,825$120,333
Compensation and Service Providers
Top Officer Pay90th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
Simona ValanciutePresident & CEOFT$136,252$4,436$140,688

Board Members and Trustees

NameTitle
Krishna AroraBoard Chair
David ChongGov. Chair
Julie DerryVice Chair
Barbara NoerenbergBoard Member
Bill YorkBoard Member
Deni Saxod CarpenterBoard Member
Frank HoffstadtBoard Member
Hon William H WiseBoard Member
Jan BernardyBoard Member
Jonathan E DoeringBoard Member
Judy LewisBoard Member
Kathy GamezBoard Member
Paul Weiss Ph DBoard Member
Sandra Nimitz LawhonBoard Member
Sue BradhamBoard Member
Micheal BardinSecretary
Revenue and Support

Revenue Composition

Contributions and Grants
$1,177,138
Program Service Revenue
$316,759
Investment Income
$425
Other Revenue
$-50,647
All Other Contributions
$891,009
Change in Net Assets
$115,041

Noncash Contribution Practices

Property subject to holding requirements
No
Reviewed unusual noncash gifts
No
Third parties used for noncash contributions
No

Noncash Contributions

Contribution TypeReported AmountValuation Method
Books and Publications$35,460Cost
Total Noncash Contributions$35,460-

Audited Revenue Reconciliation

Revenue per Audited Statements
$1,443,675
Revenue Not Reported on Form 990
$271,342
Total Revenue per Audited Statements
$1,715,017
Total Revenue per Form 990
$1,443,675
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Salaries, Compensation, and Employee Benefits$732,858
Other Expenses$595,776
Total Fundraising Expense$179,716
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Salaries and Wages$308,678$87,050$108,143$503,871
Current Officers, Directors, Trustees, and Key Employees$81,732$26,786$32,170$140,688
Fees for Services Other$10,888$53,656-$64,544
Payroll Taxes$31,577$10,349$12,429$54,355
All Other Expenses$14,050$26,354$6,617$47,021
Occupancy$34,950$7,074$741$42,765
Depreciation Depletion$21,723$6,520$7,800$36,043
Other Employee Benefits$19,720$6,462$7,762$33,944
Travel$21,562--$21,562
Other Expenses$9,111$2,735$3,271$15,117
Insurance-$14,077-$14,077
Conferences and Meetings$2,179$654$783$3,616
Total Functional Expenses$828,950$319,968$179,716$1,328,634

Audited Expense Reconciliation

Line ItemAmount
Total Expenses per Audited Statements$1,579,762
Expenses per Audited Statements$1,328,634
Total Expenses per Form 990$1,328,634
Expenses Not Reported on Form 990$251,128
Fundraising, Events, and Gaming
Fundraising activities
Yes
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Fundraising Direct Expenses$93,616
Professional Fundraising Fees$0

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Tech Fair 2020$111,750-$93,616-
Total Events$111,750-$93,616$-93,616
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 35% controlled entity
No
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 president & ceo, cfo, bookkeeper, and oasis institutes director of finance 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, 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 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, 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
5500 GROSSMONT CENTER DRIVE 269, LA MESA, CA 91942

Signing Officer

Name
Simona Valanciute
Title
President & CEO
Signed
2021-10-12
Discuss with paid preparer
Yes

Organization Details

Formed
2007
Legal Domicile
CA
Voting Board Members
15
Independent Board Members
14
Employees
41
Volunteers
654

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 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.”

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, 2018 were reviewed by the Organization and it was determined that it has no uncertain tax positions requiring accrual or disclosure.”

Part XI, Line 2D: Other revenue amounts included in F/S but not included on form 990

“EVENT EXPENSE $93616”

Part XII, Line 2D: Other expenses and losses per audited F/S

“EVENT EXPENSE $93616”

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IRS990/Form990PartVIISectionAGrp/PersonNm4JUDY LEWIS
IRS990/Form990PartVIISectionAGrp/PersonNm5MICHEAL BARDIN
IRS990/Form990PartVIISectionAGrp/PersonNm6DAVID CHONG
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IRS990/Form990PartVIISectionAGrp/PersonNm9SUE BRADHAM
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IRS990/Form990PartVIISectionAGrp/PersonNm11FRANK HOFFSTADT
IRS990/Form990PartVIISectionAGrp/PersonNm12JAN BERNARDY
IRS990/Form990PartVIISectionAGrp/PersonNm13JULIE DERRY
IRS990/Form990PartVIISectionAGrp/PersonNm14KATHY GAMEZ
IRS990/Form990PartVIISectionAGrp/PersonNm15BARBARA NOERENBERG
IRS990/Form990PartVIISectionAGrp/PersonNm16BILL YORK
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IRS990/Form990PartVIISectionAGrp/TitleTxt12BOARD MEMBER
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Filings

Displayed year

2020 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$1,167,465
Liabilities
$346,760
Net assets
$820,705
Revenue
$1,443,675
Expenses
$1,328,634
Net income
$115,041
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