SAN DIEGO OASIS

EIN: 300403895 501(c)(3) Human Services

LA MESA, CA

Total Revenue
$2,457,964
Total Expenses
$4,148,081
Total Assets
$1,391,362
Net Assets
$369,550
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Financial Vulnerability Assessment (Tuckman-Chang)

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Financial Trends

Organization Details

Formation Year
2007
Legal Domicile
CA
Principal Officer
SIMONA VALANCIUTE
Phone
6198816262
Tax Period
2023-01-01 to 2023-12-31

SAN DIEGO OASIS, founded in 2007, is a community nonprofit in the Human Services sector that reported $2.5M in total revenue in fiscal year 2023. Expenses of $4.1M exceeded revenue, resulting in a 69% operating deficit.

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 Service Accomplishments

Program 1
Expenses: $2,092,814 Revenue: $585,468

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...

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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.

Program 2
Expenses: $520,789

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...

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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?"

Program 3
Expenses: $395,887

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...

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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.

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Trantor Score

Financial Health Score (300–850) · Liquidity · Solvency · Sustainability · Efficiency

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Liquidity (40%) • Solvency (30%) • Sustainability (20%) • Efficiency (10%)

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Financial Overview (2023)

Revenue Breakdown

Contributions & Grants $1,735,993
Program Service Revenue $583,468
Investment Income $11,697
Other Revenue $126,806
TOTAL REVENUE $2,457,964

Expense Breakdown

Grants Paid $1,649,855
Salaries & Benefits $1,039,230
Fundraising Expenses $52,817
Program Expenses $3,301,411
Other Expenses $1,458,996
TOTAL EXPENSES $4,148,081

Year-over-Year Comparison

2023 2022 Change
Revenue $2,457,964 $2,541,729 0.0%
Expenses $4,148,081 $2,148,748 +0.9%
Net Income $-1,690,117 $392,981 -5.3%
Key Indicators
Grants to Organizations Grants to Individuals Lobbying Political Activity Foreign Activities Donor Advised Fund Schedule B Required
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Liquidity & Cash Position

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Governance

Voting Members
13
Independent Members
13
Employees
16
Volunteers
400

Governance Policies

Conflict of Interest Policy
Whistleblower Policy
Document Retention Policy

Special Practices & Reported Activities

Operated a School
Operated a Hospital
Provided First Class Travel
Reported Conflict of Interest
Reported Asset Diversion
Excess Benefit Transaction
Made Political Expenditures
Engaged in Lobbying
Operated Donor Advised Fund
Maintained Art Collections
Filed Form 720

Compensation of Officers, Directors & Key Employees

Total Officers
6
$279,049
Total Directors
9
$0
Key Employees
0
$0
Highest Compensated
0
reported
Name Title Hours/Week Role Reportable Comp Other Comp Total
DANIELLE FINCH BOARD MEMBER 1.00
Director
$0 $0 $0
FRANK HOFFSTADT BOARD MEMBER 1.00
Director
$0 $0 $0
HON WILLIAM H WISE BOARD MEMBER 1.00
Director
$0 $0 $0
JUDY LEWIS BOARD MEMBER 1.00
Director
$0 $0 $0
JULIE DERRY BOARD MEMBER 1.00
Director
$0 $0 $0
KRISHNA ARORA BOARD MEMBER 1.00
Director
$0 $0 $0
PAUL WEISS BOARD MEMBER 1.00
Director
$0 $0 $0
SUE BRADHAM BOARD MEMBER 1.00
Director
$0 $0 $0
TRACEY STOTZ BOARD MEMBER 1.00
Director
$0 $0 $0
DAVID CHONG BD GOVERNANCE 1.00
Officer
$0 $0 $0
JONATHAN E DOERING TREASURER 1.00
Officer
$0 $0 $0
MARK ALLEN VICE CHAIR 1.00
Officer
$0 $0 $0
MICHAEL CRAIG CHIEF OPERATIONS OFFICER 1.00
Officer
$103,909 $128 $104,037
MIKE BARDIN SECRETARY 1.00
Officer
$0 $0 $0
SIMONA VALANCIUTE PRESIDENT / CEO 40.00
Officer
$164,567 $10,445 $175,012
Note: Compensation data is self-reported by the organization on their Form 990. "Reportable Comp" includes salary, bonuses, and other reportable compensation from the organization and related organizations. "Other Comp" includes benefits, deferred compensation, and non-taxable benefits.

Historical Data

Year Revenue Expenses Assets Net Income
2024 No data No data No data No data
2023 $2,457,964 $4,148,081 $1,391,362 $-1,690,117
2022 $2,495,569 $2,149,959 $6,677,427 $345,610
2022 $2,541,729 $2,148,748 $6,402,427 $392,981
2021 $2,813,157 $1,785,060 $5,812,657 $1,028,097
2020 $1,443,675 $1,328,634 $1,167,465 $115,041
2019 $1,348,403 $1,384,827 $749,275 $-36,424
2018 $1,270,630 $1,390,545 $740,535 $-119,915
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