2026-08-17T12:13:37-05:00 2025-09-30 393647910 WIPFLI ADVISORY LLC 1502 LONDON ROAD SUITE 220 DULUTH MN 55812 990 2024-10-01 941646750 LINCOLN GLEN MANOR FOR SENIOR CITIZENS LINC 4082653222 2671 PLUMMER AVE SAN JOSE CA 95125 JAMES BRADLEY MORTENSEN EXECUTIVE DIRECTOR 4082653222 2026-08-13 1 1 MICHAEL J PETERSON CPA P01833529 2187224705 2026-08-07 2024 2025-03-06 01:10:19Z JAMES BRADLEY MORTENSEN 2671 PLUMMER AVE SAN JOSE CA 95125 10775810 0 X WWW.LGMANOR.ORG X 1979 CA HOUSING FOR THE AGED; SKILLED NURSING; ASSISTED LIVING CARE AND MEMORY CARE. 7 6 207 30 0 0 0 11867 8586092 10721581 4960 42362 149293 0 8740345 10775810 0 0 0 0 6067027 6452968 0 0 0 1997431 2550095 8064458 9003063 675887 1772747 3845540 5840472 643891 866076 3201649 4974396 HOUSING FOR THE AGED; SKILLED NURSING; ASSISTED LIVING CARE AND MEMORY CARE. 0 0 7932005 0 10721581 INDEPENDENT LIVING FOR 54 RETIREMENT UNITS; 59 SKILLED BEDS W/ 24 HR CARE; ASSISTED LIVING FOR 31 UNITS; MEMORY CARE CENTER WITH 28 UNITS. SALARIES AND OTHER COSTS OF PATIENTS/RESIDENTS ARE INCLUDED IN COLUMN B. THE ORGANIZATION ALSO OFFERED NURSING SERVICES, ASSISTED LIVING, AND MEMORY CARE. 7932005 1 0 0 0 0 0 0 0 0 0 1 0 0 1 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 1 1 0 0 0 1 36 0 207 1 0 0 0 0 0 0 0 0 0 0 0 0 X 7 6 0 0 0 0 1 1 1 1 1 0 0 0 1 1 1 0 0 1 1 0 CA X THE ORGANIZATION 4082653222 2671 PLUMMER AVE SAN JOSE CA 95125 LOREN J KROEKER SECRETARY/SKILLED NURSING 24.00 24.00 X X 0 177635 12453 RANDY OLLENBURGER CHAIRMAN 1.00 1.00 X X 0 0 0 JUDY POWELL VICE-CHARIMAN 1.00 1.00 X X 0 0 0 TYLER COLE DIRECTOR 1.00 1.00 X 0 0 0 DARYL PENNER DIRECTOR 1.00 1.00 X 0 0 0 LINDA WIENS DIRECTOR 1.00 1.00 X 0 0 0 MARY WIENS DIRECTOR 1.00 1.00 X 0 0 0 JAMES MORTENSEN EXECUTIVE DIRECTOR 50.00 50.00 X 198149 0 33135 AYE THWIN DIRECTOR OF NURSING 45.00 X 169795 0 3288 KAMALPREET KAUR REGISTERED NURSE 45.00 X 132275 0 18291 ROXETTE CATUIZA REGISTERED NURSE 45.00 X 117211 0 3082 GERALDINE MAGBANUA REGISTERED NURSE 45.00 X 131554 0 4376 VIVIAN GRACE AVENO ASST. DIR. OF NURSING/DIR. OF STAFF DEVELOPMENT 45.00 X 132699 0 3968 881683 177635 78593 7 0 1 0 US FOOD INC SAN FRANCISCO 170 S VAN NESS AVE SAN FRANCISCO CA 94103 FOOD DISTRIBUTION 173185 1 11867 11867 SKILLED NURSING 623000 10541124 10541124 ANCILLARY REVENUE 623000 180457 180457 10721581 42362 42362 10775810 10721581 0 42362 241800 241800 5252250 5252250 41199 41199 431624 431624 486095 486095 8840 8840 15822 15822 357820 279067 78753 25266 25266 53029 53029 202153 185212 16941 9866 2112 7754 231849 231849 169631 169631 53182 48211 4971 MEDICAL SUPPLIES 580906 580906 SUPPLIES 336311 336311 BAD DEBT EXPENSE 309312 309312 REPAIRS AND MAINTENANCE 119387 119387 76721 76721 9003063 7932005 1071058 0 25767 475159 1818398 1623896 174313 196761 4608473 3617234 964379 991239 862683 2553417 3845540 5840472 642074 866076 1817 0 643891 866076 X 3201649 4974396 3201649 4974396 3845540 5840472 1772747 0 X 0 1 X 0 0 X 9182 7941 737 11867 29727 12954502 13574482 14518498 8586092 10721581 60355155 12963684 13582423 14519235 8586092 10733448 60384882 0 0 0 60384882 31373 25960 120015 4960 42362 224670 31373 25960 120015 4960 42362 224670 557188 87073 3747576 149293 4541130 13552245 13695456 18386826 8740345 10775810 65150682 0.92680 0.93020 0.00340 0.00340 X 59003 59003 3000332 2473201 527131 1449681 1144033 305648 99457 99457 991239 INTERCOMPANY RECEIVABLES 2553417 2553417 X 0 0 0 0 0 0 0 0 0 JAMES MORTENSEN EXECUTIVE DIRECTOR 194090 0 4059 0 0 0 3944 0 29191 0 231284 0 0 0 LOREN J KROEKER SECRETARY/SKILLED NURSING 0 164591 0 13044 0 0 0 3017 0 9436 0 190088 0 0 AYE THWIN DIRECTOR OF NURSING 165464 0 4331 0 0 0 3171 0 117 0 173083 0 0 0 KAMALPREET KAUR REGISTERED NURSE 129971 0 2304 0 0 0 2154 0 16137 0 150566 0 0 0 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. LINCOLN GLEN MANOR LLC 2671 PLUMMER AVE SAN JOSE CA 951254867 471478511 HOUSING FOR THE AGED. CA 501(C)(3) LINE 12A, I LINCOLN GLEN MANOR FOR SENIOR CITIZENS 1 0 0 0 1 0 0 0 0 0 0 0 0 0 1 1 0 0 0 0