Nonprofit · EIN 47-1478511
LINCOLN GLEN MANOR LLC
Tax-exempt (reinstated) · SAN JOSE, CA 95125
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| September 30, 2025 | 990 | $8,088,577 | $9,310,996 | -$1,222,419 | $17,917,221 | $17,774,974 | $142,247 |
| September 30, 2024 | 990 | $7,918,397 | $8,840,170 | -$921,773 | $18,100,340 | $17,024,053 | $1,076,287 |
| September 30, 2023 | 990 | $3,327,581 | $3,280,901 | $46,680 | $523,541 | $523,541 | $0 |
Financial details: 990 for the year ended September 30, 2025
Revenue
- Contributions, gifts and grants
- $820
- Program service revenue
- $7,905,939
- Investment income
- $115,647
- Other revenue
- $66,171
Expenses
- Grants and similar amounts paid
- $0
- Compensation of officers, directors and key employees
- $327,033
- Other salaries and wages
- $4,691,294
- Salaries, compensation and benefits (total)
- $5,976,936
- Professional fundraising fees
- $0
- Legal fees
- $19,143
- Accounting fees
- $31,522
- Occupancy
- $413,874
- Travel
- $21,015
- Depreciation
- $800,707
- Program services (functional)
- $7,953,853
- Management and general (functional)
- $1,357,143
Balance sheet and other
- Total assets, start of year
- $18,100,340
- Total assets, end of year
- $17,917,221
- Total liabilities, end of year
- $17,774,974
- Net assets, end of year
- $142,247
- Land, buildings and equipment
- $10,170,184
- Publicly traded securities
- $2,160,218
- Net assets without donor restrictions
- $92,247
- Net assets with donor restrictions
- $50,000
- Gross receipts
- $8,088,577
- Employees
- 207
- Volunteers
- 53
- Year formed
- 2014
- State of legal domicile
- CA
From the e-filed returns the IRS publishes as XML (latest three processing years; amended returns replace the original). PDF copies at the IRS.
Officers, directors and key employees
As listed on the 990 for the year ended September 30, 2025, highest compensation first.
| Name | Title | Hours / week | Compensation | From related orgs | Other / benefits |
|---|---|---|---|---|---|
| JAMES BRADLEY MORTENSEN | EXECUTIVE DIRECTOR Officer | 50 | $0 | $198,149 | $33,135 |
| LOREN KROEKER | SECRETARY/SKILLED NURSING Trustee or director, Officer | 24 | $177,635 | $0 | $12,453 |
| JENNIFER KROEKER | DIRECTOR OF FINANCE Officer | 45 | $141,729 | $0 | $15,985 |
| RAUL LORENZO | DIRECTOR OF SUPPORT SERVICE Highest-paid employee | 45 | $133,283 | $0 | $18,356 |
| JAMES DE LA CRUZ | INFECTION PREVENTIONIST Highest-paid employee | 40 | $115,904 | $0 | $6,423 |
| RANDY OLLENBURGER | CHAIRMAN Trustee or director, Officer | 1 | $0 | $0 | $0 |
| JUDY POWELL | VICE-CHAIRMAN Trustee or director, Officer | 1 | $0 | $0 | $0 |
| TYLER COLE | DIRECTOR Trustee or director | 1 | $0 | $0 | $0 |
| DARYL PENNER | DIRECTOR Trustee or director | 1 | $0 | $0 | $0 |
| LINDA WIENS | DIRECTOR Trustee or director | 1 | $0 | $0 | $0 |
| MARY WIENS | DIRECTOR Trustee or director | 1 | $0 | $0 | $0 |
990 for the year ended September 30, 2024: 14 people
| Name | Title | Hours / week | Compensation | From related orgs | Other / benefits |
|---|---|---|---|---|---|
| LOREN KROEKER | SECRETARY/SKILLED NURSING ADMINISTATOR Trustee or director, Officer | 24 | $277,185 | $0 | $11,939 |
| JAMES BRADLEY MORTENSEN | EXECUTIVE DIRECTOR Officer | 50 | $0 | $160,559 | $10,841 |
| JENNIFER KROEKER | ACCOUNTING DIRECTOR Highest-paid employee | 45 | $139,278 | $0 | $5,929 |
| RAUL LORENZO | SHARED SERVICE DIRECTOR Highest-paid employee | 45 | $136,412 | $0 | $7,227 |
| VICKY MADRIAGA | ACCOUNTING DIRECTOR Highest-paid employee | 45 | $121,265 | $0 | $3,667 |
| GUY HAYCRAFT | MAINTENANCE PROGRAM DIRECTOR Highest-paid employee | 45 | $108,947 | $0 | $11,145 |
| DIANE ELDRIDGE | TREASURER/ASSISTED LIVING ADMINISTRATOR Trustee or director, Officer | 1 | $113,122 | $0 | $2,142 |
| JAMES DE LA CRUZ | HEALTH SERVICES COORDINATOR Highest-paid employee | 45 | $111,469 | $0 | $1,906 |
| RANDY OLLENBURGER | CHAIRMAN Trustee or director, Officer | 1 | $0 | $0 | $0 |
| JUDY POWELL | VICE-CHAIRMAN Trustee or director, Officer | 1 | $0 | $0 | $0 |
| TYLER COLE | DIRECTOR Trustee or director | 1 | $0 | $0 | $0 |
| DARYL PENNER | DIRECTOR Trustee or director | 1 | $0 | $0 | $0 |
| LINDA WIENS | DIRECTOR Trustee or director | 1 | $0 | $0 | $0 |
| MARY WIENS | DIRECTOR Trustee or director | 1 | $0 | $0 | $0 |
990 for the year ended September 30, 2023: 11 people
| Name | Title | Hours / week | Compensation | Other / benefits |
|---|---|---|---|---|
| LOREN J KROEKER | EXECUTIVE DI Officer | 50 | $301,836 | $20,279 |
| VICKY MADRIAGA | ACCOUNTING D Highest-paid employee | 45 | $141,960 | $10,671 |
| RAUL LORENZO | FOOD MANAGER Highest-paid employee | 45 | $111,590 | $10,480 |
| KRISTEN ALBRIGHT | DIRECTOR Trustee or director | – | $0 | $0 |
| TYLER COLE | DIRECTOR Trustee or director | – | $0 | $0 |
| DIANE ELDRIDGE | TREASURER Trustee or director | – | $0 | $0 |
| RANDY OLLENBURGER | CHAIRMAN Trustee or director | – | $0 | $0 |
| DARYL PENNER | DIRECTOR Trustee or director | – | $0 | $0 |
| JUDY POWELL | VICE CHAIR Trustee or director | – | $0 | $0 |
| LINDA WIENS | DIRECTOR Trustee or director | – | $0 | $0 |
| MARY WIENS | DIRECTOR Trustee or director | – | $0 | $0 |
Address and contacts
- Address (IRS master file)
- 2671 PLUMMER AVE, SAN JOSE, CA 95125-4863
- In care of
- % LINCOLN GLEN MANOR LLC
- Principal officer (990 for 2024)
- JAMES BRADLEY MORTENSEN, 2671 PLUMMER AVE, SAN JOSE, CA 951254867
- Signed the 990
- JAMES BRADLEY MORTENSEN, EXECUTIVE DIRECTOR
- Phone
- (408) 265-3222
- Website
- WWW.LGMANOR.ORG
- Return prepared by
- WIPFLI ADVISORY LLC
California records
California keeps its own records of charities and corporations. Search them by EIN 47-1478511 or by the name LINCOLN GLEN MANOR LLC.
- Attorney General, Registry of Charities and Fundraisers
- Registration status and filed reports (CT-TR-1, RRF-1)
- Secretary of State, bizfile Online
- Corporation status, entity number, agent for service
- Franchise Tax Board
- Entity status letter (state tax exemption, good standing)
Mission
HOUSING FOR THE AGED.
Program accomplishments
- HOUSING FOR THE AGED.Expenses $7,953,853 · revenue $7,905,939
What it must file and when
IRS records say it files Form 990 or 990-EZ. Based on its last return; a smaller organization may file the 990-N. Its accounting year ends in September, so each return is due on the 15th day of the 5th month after that.
| Tax year | Year ended | Due | IRS public records |
|---|---|---|---|
| 2025 | September 30, 2026 | February 16, 2027 | Not due yet |
| 2024 | September 30, 2025 | February 17, 2026 | 990 on file |
| 2023 | September 30, 2024 | February 18, 2025 | 990 on file |
IRS record
- EIN
- 47-1478511
- Tax-exempt status
- 501(c)(3): Charitable, religious, educational or scientific organization
- Foundation status
- Supporting organization, Type I
- Donations deductible (Pub 78)
- Supporting organization, 50% limit
- Exempt since
- 2018
- Accounting year ends
- September
- Files
- Form 990 or 990-EZ
- Category (NTEE)
- Human services (P19)
- Assets (IRS master file)
- $17,917,221
- Income (IRS master file)
- $8,088,577
Revocation and reinstatement
- Exemption revoked
- February 15, 2017
- Posted by the IRS
- May 9, 2017
- Reinstated
- Effective February 15, 2017
From the IRS automatic revocation list: organizations that did not file a required return or e-Postcard for three consecutive years.
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990 | September 2025 | $8,088,577 | $9,310,996 | $17,917,221 | XML |
| 990 | September 2024 | $7,918,397 | $8,840,170 | $18,100,340 | XML |
| 990 | September 2023 | $3,327,581 | $3,280,901 | $523,541 | XML |
| 990 | September 2022 | $2,316,280 | $2,329,339 | $448,385 | IRS |
| 990 | September 2021 | – | – | – | IRS |
| 990 | September 2020 | – | – | – | IRS |
| 990 | September 2019 | – | – | – | IRS |
990-N: the IRS bulk file holds only the latest e-Postcard per organization; earlier years come from archived copies of that file since 2020 and can have gaps (the IRS e-Postcard search lists every one). 990, 990-EZ, 990-PF, 990-T: every e-filed return in the IRS e-file index since 2019; XML for the latest three processing years, amounts from the IRS Statistics of Income extracts before that. PDF copies and determination letters at the IRS (search EIN 47-1478511).
Questions about LINCOLN GLEN MANOR LLC
- What is the EIN of LINCOLN GLEN MANOR LLC?
- The employer identification number (EIN) of LINCOLN GLEN MANOR LLC is 47-1478511.
- Is LINCOLN GLEN MANOR LLC tax-exempt?
- Yes. The IRS revoked its exemption on February 15, 2017 and reinstated it effective February 15, 2017.
- Are donations to LINCOLN GLEN MANOR LLC tax-deductible?
- Yes. It is listed in IRS Publication 78 (Supporting organization, 50% limit).
- Which annual return does LINCOLN GLEN MANOR LLC file?
- Form 990 or 990-EZ. Based on its last return; a smaller organization may file the 990-N.
- When is the next return of LINCOLN GLEN MANOR LLC due?
- The return for tax year 2025 (the year ending September 30, 2026) is due February 16, 2027. Form 8868 extends it by six months; the 990-N cannot be extended.
- When did LINCOLN GLEN MANOR LLC last file with the IRS?
- The latest return in the IRS public files is the 990 for the year ended September 2025.
- Who is the principal officer of LINCOLN GLEN MANOR LLC?
- The 990 for the year ended September 30, 2025 names JAMES BRADLEY MORTENSEN.
- Who are the officers and directors of LINCOLN GLEN MANOR LLC?
- The 990 for the year ended September 30, 2025 lists 11 people; 4 received compensation from the organization.
- How much revenue does LINCOLN GLEN MANOR LLC have?
- On its 990 for the year ended September 30, 2025 it reported revenue of $8,088,577, expenses of $9,310,996 and total assets of $17,917,221 at year end.
Other nonprofits in SAN JOSE
- SAN ANDREAS REGIONAL CENTER EIN 94-2591195 · last filed 990 for 2025
- YOUNG MENS CHRISTIAN ASSOCIATION OF SILICON VALLEY EIN 94-1156318 · last filed 990 for 2025
- CATHOLIC CHARITIES OF SANTA CLARA COUNTY EIN 94-2762269 · last filed 990 for 2025
- SACRED HEART COMMUNITY SERVICE EIN 23-7179787 · last filed 990 for 2025
- YWCA GOLDEN GATE SILICON VALLEY EIN 94-1186196 · last filed 990 for 2025
- AMIGOS DE GUADALUPE CENTER FOR JUSTICE AND EMPOWERMENT EIN 77-0555838 · last filed 990 for 2025
- THE UNITY CARE GROUP EIN 77-0323115 · last filed 990 for 2025
- ALUM ROCK COUNSELING CENTER INC EIN 23-7367637 · last filed 990 for 2025