Civic Intelligence

Lincoln Glen Manor for Senior

EIN 94-1646750 • 501(c)3 • San Jose, CA

Profile

Housing for the aged; skilled nursing; assisted living care and memory care.

2671 Plummer AveSan Jose, CA 95125

www.lgmanor.org

Siviq Scores

Precomputed percentiles relative to similar nonprofits. These scores are descriptive rather than judgmental.

Liabilities / Assets

56th percentile

0.17x

Higher debt load relative to assets than 56% of similar nonprofits.

501(c)3 • $5M-$10M nonprofits • Source year 2024

Liabilities / Revenue

34th percentile

0.07x

Higher debt load relative to revenue than 34% of similar nonprofits.

501(c)3 • $5M-$10M nonprofits • Source year 2024

Net Margin

57th percentile

7.7%

Higher net margin than 57% of similar nonprofits.

501(c)3 • $5M-$10M nonprofits • Source year 2024

Top Officer Pay

87th percentile

$289,124

Higher top officer pay than 87% of similar nonprofits.

Top officer pay equals 3.3% of source-year revenue.

501(c)3 • $5M-$10M nonprofits • Source year 2024

Asset Growth

2nd percentile

-84%

Faster asset growth than 2% of similar nonprofits.

501(c)3 • $5M-$10M nonprofits • Annualized from 2023 to 2024

Revenue Growth

4th percentile

-53%

Faster revenue growth than 4% of similar nonprofits.

501(c)3 • $5M-$10M nonprofits • Annualized from 2023 to 2024

Assets

Down

$3,845,540

Down $19,696,262 (-84%) from 2023

Liabilities

Down

$643,891

Down $17,490,156 (-96%) from 2023

Net Assets

Down

$3,201,649

Down $2,206,106 (-41%) from 2023

Revenue

Down

$8,740,345

Down $9,973,225 (-53%) from 2023

Expenses

Down

$8,064,458

Down $8,599,476 (-52%) from 2023

Net Income

Down

$675,887

Down $1,373,749 (-67%) from 2023

Trend Graphs

Balance Sheet Trend

Grouped bars show assets, liabilities, and net assets across loaded filings.

$30M$20M$10M$0Assets 2010: $12,202,565Liabilities 2010: $6,541,046Net Assets 2010: $5,661,5192010Assets 2011: $20,557,626Liabilities 2011: $15,066,128Net Assets 2011: $5,491,4982011Assets 2012: $20,352,407Liabilities 2012: $14,765,392Net Assets 2012: $5,587,0152012Assets 2013: $19,724,667Liabilities 2013: $14,623,423Net Assets 2013: $5,101,2442013Assets 2014: $19,071,688Liabilities 2014: $14,339,412Net Assets 2014: $4,732,2762014Assets 2015: $20,581,110Liabilities 2015: $15,571,771Net Assets 2015: $5,009,3392015Assets 2016: $20,633,965Liabilities 2016: $15,438,058Net Assets 2016: $5,195,9072016Assets 2019: $26,243,620Liabilities 2019: $20,867,086Net Assets 2019: $5,376,5342019Assets 2020: $27,313,769Liabilities 2020: $20,860,748Net Assets 2020: $6,453,0212020Assets 2021: $25,233,259Liabilities 2021: $19,729,627Net Assets 2021: $5,503,6322021Assets 2022: $22,359,074Liabilities 2022: $19,000,955Net Assets 2022: $3,358,1192022Assets 2023: $23,541,802Liabilities 2023: $18,134,047Net Assets 2023: $5,407,7552023Assets 2024: $3,845,540Liabilities 2024: $643,891Net Assets 2024: $3,201,6492024

Highlighted filing

2024

Assets$3,845,540
Liabilities$643,891
Net Assets$3,201,649

Operations Trend

Revenue, expenses, and net income by year, with the latest filing highlighted.

$20M$10M$0-$10MExpenses 2010: $8,631,3642010Revenue 2011: $9,356,999Expenses 2011: $9,527,020Net Income 2011: -$170,0212011Revenue 2012: $9,303,083Expenses 2012: $9,207,566Net Income 2012: $95,5172012Expenses 2013: $10,202,9312013Revenue 2014: $10,551,584Expenses 2014: $10,920,552Net Income 2014: -$368,9682014Revenue 2015: $11,426,104Expenses 2015: $11,149,041Net Income 2015: $277,0632015Revenue 2016: $11,687,103Expenses 2016: $11,500,535Net Income 2016: $186,5682016Revenue 2019: $13,827,673Expenses 2019: $13,714,695Net Income 2019: $112,9782019Revenue 2020: $15,303,765Expenses 2020: $14,227,278Net Income 2020: $1,076,4872020Revenue 2021: $13,859,036Expenses 2021: $14,808,425Net Income 2021: -$949,3892021Revenue 2022: $13,377,716Expenses 2022: $15,523,229Net Income 2022: -$2,145,5132022Revenue 2023: $18,713,570Expenses 2023: $16,663,934Net Income 2023: $2,049,6362023Revenue 2024: $8,740,345Expenses 2024: $8,064,458Net Income 2024: $675,8872024

Highlighted filing

2024

Revenue$8,740,345
Expenses$8,064,458
Net Income$675,887

Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$3.85$0.64$3.20$8.74$8.06$0.68
2023Detailed filing. Detailed filing data is available for this year.$23.5$18.1$5.41$18.7$16.7$2.05
2022Facts available. Structured filing facts are available, but richer extracted sections are limited.$22.4$19.0$3.36$13.4$15.5$2.15
2021Detailed filing. Detailed filing data is available for this year.$25.2$19.7$5.50$13.9$14.8$0.95
2020Detailed filing. Detailed filing data is available for this year.$27.3$20.9$6.45$15.3$14.2$1.08
2019Detailed filing. Detailed filing data is available for this year.$26.2$20.9$5.38$13.8$13.7$0.11
2016Detailed filing. Detailed filing data is available for this year.$20.6$15.4$5.20$11.7$11.5$0.19
2015Detailed filing. Detailed filing data is available for this year.$20.6$15.6$5.01$11.4$11.1$0.28
2014Detailed filing. Detailed filing data is available for this year.$19.1$14.3$4.73$10.6$10.9$0.37
2013Facts available. Structured filing facts are available, but richer extracted sections are limited.$19.7$14.6$5.10$10.2
2012Summary only. Only limited summary data is available for this year.$20.4$14.8$5.59$9.30$9.21$0.10
2011Summary only. Only limited summary data is available for this year.$20.6$15.1$5.49$9.36$9.53$0.17
2010Facts available. Structured filing facts are available, but richer extracted sections are limited.$12.2$6.54$5.66$8.63
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Oct 1, 2023 to Sep 30, 2024
Signed
Aug 14, 2025
Return Version
2023v6.0
Gross Receipts
$8,740,345
Mission and Program Overview

Mission

Housing for the aged; skilled nursing; assisted living care and memory care.

Balance Sheet Detail
LineBeginningEndChange
Assets
Accounts Receivable$1,310,901$1,818,398▲ $507,497
Savings and Temporary Cash Investments$1,625,809$0▼ $1,625,809
Investments in Publicly Traded Securities$1,559,277$0▼ $1,559,277
Land, Buildings, and Equipment, Net$12,435,775$964,379▼ $11,471,396
Investments Other Securities$329,797$0▼ $329,797
Prepaid Expenses and Deferred Charges$1,242,403$174,313▼ $1,068,090
Receivables From Officers Etc$31,537$0▼ $31,537
Cash and Non-Interest-Bearing Accounts$1,125$25,767▲ $24,642
Inventories for Sale or Use$5,125$0▼ $5,125
Total Assets$23,541,802$3,845,540▼ $19,696,262
Other Assets Total$5,000,053$862,683▼ $4,137,370
Liabilities
Tax Exempt Bond Liabilities$16,297,746$0▼ $16,297,746
Accounts Payable and Accrued Expenses$1,790,128$642,074▼ $1,148,054
Other Liabilities$46,173$0▼ $46,173
Deferred Revenue$0$1,817▲ $1,817
Total Liabilities$18,134,047$643,891▼ $17,490,156
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$5,407,755$3,201,649▼ $2,206,106
Total Net Assets Fund Balance$5,407,755$3,201,649▼ $2,206,106
Total Liabilities and Net Assets / Fund Balance$23,541,802$3,845,540▼ $19,696,262

Asset Categories

AssetBook ValueDepreciationBasis
Buildings$520,189$2,365,166$2,885,355
Equipment$285,730$1,082,437$1,368,167
Other Land Buildings$99,457-$99,457
Land$59,003-$59,003
Other Assets Org$862,683--
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
Loren J KroekerSecretary/skilled Nursing AdministratorPT-$289,124$289,124
Aye ThwinDirector of NursingFT$167,006$5,989$172,995
James MortensenExecutive DirectorFT$160,059$11,341$171,400
Vivian AvenoAssistant Director of Nursing & Director of StaffFT$130,212$2,208$132,420
Geraldine MagbanuaRegistered NurseFT$117,113$10,001$127,114
Kamalpreet KaurRegistered NurseFT$125,278-$125,278
Germaine DanoRegistered NurseFT$107,813$14,241$122,054
Diane EldridgeTreasurer--$115,264$115,264

Board Members and Trustees

NameTitle
Randy OllenburgerChairman
Daryl PennerDirector
Linda WiensDirector
Mary WiensDirector
Tyler ColeDirector
Loren J KroekerSecretary/skilled Nursing Administra
Judy PowellVice-chariman

Highest Paid Contractors

ContractorServicesLocationCompensation
Medely INCMarket Place And Workforce Management2355 WESTWOOD BLVD 412, Los Angeles, CA 90064$207,704
Affirma Rehabilitation INCOutpatient Rehabilitation120 VANTIS DR STE 200, Aliso Viejo, CA 92656$197,939
US Food INC San FranciscoFood Distribution170 S VAN NESS AVE, San Francisco, CA 94103$128,978
Revenue and Support

Revenue Composition

Contributions and Grants
$0
Program Service Revenue
$8,586,092
Investment Income
$4,960
Other Revenue
$149,293
Change in Net Assets
$675,887
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Salaries, Compensation, and Employee Benefits$6,067,027
Other Expenses$1,997,431
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Salaries and Wages$4,807,868$195,804-$5,003,672
Other Employee Benefits$446,942$10,502-$457,444
Payroll Taxes$380,380$15,491-$395,871
Fees for Services Other$164,531$88,195-$252,726
Occupancy$194,109$621-$194,730
Current Officers, Directors, Trustees, and Key Employees$157,294$14,106-$171,400
Depreciation Depletion$151,382--$151,382
Interest$138,844--$138,844
Insurance$112,340$98-$112,438
Other Expenses$88,804$1,568-$90,372
Office Expenses-$74,861-$74,861
All Other Expenses$60,863$10,875-$71,738
Advertising-$57,250-$57,250
Pension Plan Contributions$37,128$1,512-$38,640
Travel$1,102$22,669-$23,771
Fees for Services Accounting-$15,473-$15,473
Fees for Services Legal-$100-$100
Total Functional Expenses$7,555,333$509,125$0$8,064,458
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 Officers, Directors, Trustees, and Key Employees$31,537$0▼ $31,537
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
Yes
Audit committee
No
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
Yes
Management duties delegated
No

Governance Explanations

Form 990, Part VI, Section A, Line 6

Members shall include (a) members in good standing of lincoln glen church ("the church") who have contributed a $500.00 fee toward a lifetime membership; and (b) members in good standing of the church whom the church has designated as members.

Form 990, Part VI, Section A, Line 7A

Members shall include (a) members in good standing of lincoln glen church ("the church") who have contributed a $500.00 fee toward a lifetime membership; and (b) members in good standing of the church whom the church has designated as members. The church shall be entitled to designate up to 37 members. The church shall be entitled to assign a designated membership to another church member when (a) a designated member is no longer a church member or is no longer in good standing with the church or (b) the designated member no longer wishes or is able to serve as a member.

Form 990, Part VI, Section A, Line 7B

Members shall have all the rights of a member of a california nonprofit public benefit corporation provided in the california corporations code and these bylaws, including the right to vote. Members may exercise their vote and attend membership meetings of the corporation by resolution of the board or through the action of any person expressly authorized by the board

Form 990, Part VI, Section B, Line 11B

No review was or will be conducted by the board of directors.

Form 990, Part VI, Section B, Line 12C

All employees must avoid situations involving actual conflict of interest. An employee involved in any of the types of relationships or situations described in this policy should immediately and fully disclose the relevant circumstances to his or her immediate supervisor, or any other appropriate supervisor, for a determination about whether an actual conflict exists. If an actual conflict is determined, lincoln glen manor for senior citizens may take whatever corrective action appears appropriate according to the circumstances. Failure to disclose facts shall constitute grounds for disciplinary action.

Form 990, Part VI, Section B, Line 15

Board evaluates and approves compensation for key employees.

Form 990, Part VI, Section C, Line 19

Governing documents available upon request.

Filing and Contact Details

Filer

Filer Name
Lincoln Glen Manor for Senior Citizens
EIN
94-1646750
Phone
4082653222
Address
2671 PLUMMER AVE, SAN JOSE, CA 95125

Signing Officer

Name
James Bradley Mortensen
Title
Executive Director
Phone
4082653222
Signed
2025-08-14
Discuss with paid preparer
Yes

Organization Details

Principal Officer
James Bradley Mortensen
Formed
1979
Legal Domicile
CA
Voting Board Members
9
Independent Board Members
6
Employees
197
Volunteers
30

Preparer

Firm
Wipfli Llp
Address
1502 LONDON ROAD SUITE 200, DULUTH, MN 55812
Preparer
Michael J Peterson CPA
Phone
2187224705
Raw XML AppendixShowing 400 of 628 raw XML fields

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/Form990PartVIISectionAGrp/PersonNm0LOREN J KROEKER
IRS990/Form990PartVIISectionAGrp/PersonNm1RANDY OLLENBURGER
IRS990/Form990PartVIISectionAGrp/PersonNm2JUDY POWELL
IRS990/Form990PartVIISectionAGrp/PersonNm3DIANE ELDRIDGE
IRS990/Form990PartVIISectionAGrp/PersonNm4TYLER COLE
IRS990/Form990PartVIISectionAGrp/PersonNm5DARYL PENNER
IRS990/Form990PartVIISectionAGrp/PersonNm6LINDA WIENS
IRS990/Form990PartVIISectionAGrp/PersonNm7MARY WIENS
IRS990/Form990PartVIISectionAGrp/PersonNm8JAMES MORTENSEN
IRS990/Form990PartVIISectionAGrp/PersonNm9AYE THWIN
IRS990/Form990PartVIISectionAGrp/PersonNm10VIVIAN AVENO
IRS990/Form990PartVIISectionAGrp/PersonNm11GERALDINE MAGBANUA
IRS990/Form990PartVIISectionAGrp/PersonNm12KAMALPREET KAUR
IRS990/Form990PartVIISectionAGrp/PersonNm13GERMAINE DANO
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IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt10
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt20
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt30
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt40
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IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt60
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt70
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt8160559
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IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt11117113
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt12125278
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt13107813
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IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt90
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IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt110
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt120
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt130
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IRS990/Form990PartVIISectionAGrp/TitleTxt1CHAIRMAN
IRS990/Form990PartVIISectionAGrp/TitleTxt2VICE-CHARIMAN
IRS990/Form990PartVIISectionAGrp/TitleTxt3TREASURER
IRS990/Form990PartVIISectionAGrp/TitleTxt4DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt5DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt6DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt7DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt8EXECUTIVE DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt9DIRECTOR OF NURSING
IRS990/Form990PartVIISectionAGrp/TitleTxt10ASSISTANT DIRECTOR OF NURSING & DIRECTOR OF STAFF
IRS990/Form990PartVIISectionAGrp/TitleTxt11REGISTERED NURSE
IRS990/Form990PartVIISectionAGrp/TitleTxt12REGISTERED NURSE
IRS990/Form990PartVIISectionAGrp/TitleTxt13REGISTERED NURSE
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IRS990/MinutesOfCommitteesInd01
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IRS990/MoreThan5000KToOrgInd00
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IRS990/OtherAssetsTotalGrp/EOYAmt0862683
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IRS990/ReceivablesFromOfficersEtcGrp/BOYAmt031537
IRS990/ReceivablesFromOfficersEtcGrp/EOYAmt00
IRS990/ReconcilationRevenueExpnssAmt0675887
IRS990/RegularMonitoringEnfrcInd01
IRS990/RelatedEntityInd01
IRS990/RelatedOrganizationCtrlEntInd01
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IRS990/ReportProgramRelatedInvstInd00
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IRS990/SavingsAndTempCashInvstGrp/BOYAmt01625809
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IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus2YearsAmt07941
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus3YearsAmt09182
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus4YearsAmt08123
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/TotalAmt025983
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IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus2YearsAmt025960
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus3YearsAmt031373
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus4YearsAmt054753
IRS990ScheduleA/GrossInvestmentIncome509Grp/TotalAmt0237061
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearAmt08586092
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus1YearAmt014518498
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus2YearsAmt013574482
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus3YearsAmt012954502
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus4YearsAmt015297431
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/TotalAmt064931005
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearAmt04960
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus1YearAmt0120015
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus2YearsAmt025960
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus3YearsAmt031373
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus4YearsAmt054753
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/TotalAmt0237061
IRS990ScheduleA/InvestmentIncomeCYPct00.00340
IRS990ScheduleA/InvestmentIncomePYPct00.01000
IRS990ScheduleA/OtherIncome509Grp/CurrentTaxYearAmt0149293
IRS990ScheduleA/OtherIncome509Grp/CurrentTaxYearMinus1YearAmt03747576
IRS990ScheduleA/OtherIncome509Grp/CurrentTaxYearMinus2YearsAmt087073

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