Nonprofit · EIN 94-1646750
LINCOLN GLEN MANOR & INTERMEDIATE CARE
Tax-exempt · SAN JOSE, CA 95125
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| September 30, 2025 | 990 | $10,775,810 | $9,003,063 | $1,772,747 | $5,840,472 | $866,076 | $4,974,396 |
| September 30, 2024 | 990 | $8,740,345 | $8,064,458 | $675,887 | $3,845,540 | $643,891 | $3,201,649 |
| September 30, 2023 | 990 | $18,713,570 | $16,663,934 | $2,049,636 | $23,541,802 | $18,134,047 | $5,407,755 |
Financial details: 990 for the year ended September 30, 2025
Revenue
- Contributions, gifts and grants
- $11,867
- Program service revenue
- $10,721,581
- Investment income
- $42,362
- Other revenue
- $0
Expenses
- Grants and similar amounts paid
- $0
- Compensation of officers, directors and key employees
- $241,800
- Other salaries and wages
- $5,252,250
- Salaries, compensation and benefits (total)
- $6,452,968
- Professional fundraising fees
- $0
- Legal fees
- $8,840
- Accounting fees
- $15,822
- Occupancy
- $202,153
- Travel
- $9,866
- Depreciation
- $169,631
- Program services (functional)
- $7,932,005
- Management and general (functional)
- $1,071,058
Balance sheet and other
- Total assets, start of year
- $3,845,540
- Total assets, end of year
- $5,840,472
- Total liabilities, end of year
- $866,076
- Net assets, end of year
- $4,974,396
- Land, buildings and equipment
- $991,239
- Net assets without donor restrictions
- $4,974,396
- Gross receipts
- $10,775,810
- Employees
- 207
- Volunteers
- 30
- Year formed
- 1979
- 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 MORTENSEN | EXECUTIVE DIRECTOR Officer | 50 | $198,149 | $0 | $33,135 |
| LOREN J KROEKER | SECRETARY/SKILLED NURSING Trustee or director, Officer | 24 | $0 | $177,635 | $12,453 |
| AYE THWIN | DIRECTOR OF NURSING Highest-paid employee | 45 | $169,795 | $0 | $3,288 |
| KAMALPREET KAUR | REGISTERED NURSE Highest-paid employee | 45 | $132,275 | $0 | $18,291 |
| VIVIAN GRACE AVENO | ASST. DIR. OF NURSING/DIR. OF STAFF DEVELOPMENT Highest-paid employee | 45 | $132,699 | $0 | $3,968 |
| GERALDINE MAGBANUA | REGISTERED NURSE Highest-paid employee | 45 | $131,554 | $0 | $4,376 |
| ROXETTE CATUIZA | REGISTERED NURSE Highest-paid employee | 45 | $117,211 | $0 | $3,082 |
| RANDY OLLENBURGER | CHAIRMAN Trustee or director, Officer | 1 | $0 | $0 | $0 |
| JUDY POWELL | VICE-CHARIMAN 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 J KROEKER | SECRETARY/SKILLED NURSING ADMINISTRATOR Trustee or director, Officer | 24 | $0 | $277,185 | $11,939 |
| AYE THWIN | DIRECTOR OF NURSING Highest-paid employee | 45 | $170,050 | $0 | $2,945 |
| JAMES MORTENSEN | EXECUTIVE DIRECTOR Officer | 50 | $160,559 | $0 | $10,841 |
| VIVIAN AVENO | ASSISTANT DIRECTOR OF NURSING & DIRECTOR OF STAFF Highest-paid employee | 45 | $130,212 | $0 | $2,208 |
| GERALDINE MAGBANUA | REGISTERED NURSE Highest-paid employee | 45 | $117,113 | $0 | $10,001 |
| KAMALPREET KAUR | REGISTERED NURSE Highest-paid employee | 45 | $125,278 | $0 | $0 |
| GERMAINE DANO | REGISTERED NURSE Highest-paid employee | 45 | $107,813 | $0 | $14,241 |
| DIANE ELDRIDGE | TREASURER Trustee or director, Officer | 1 | $0 | $113,122 | $2,142 |
| RANDY OLLENBURGER | CHAIRMAN Trustee or director, Officer | 1 | $0 | $0 | $0 |
| JUDY POWELL | VICE-CHARIMAN 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 | $241,836 | $20,279 |
| AYE THWIN | DIRECTOR OF Key employee | 45 | $155,879 | $1,654 |
| VICKY MADRIAGA | ACCOUNTING D Highest-paid employee | 43 | $141,960 | $10,671 |
| KRISTEN ALBRIGHT | SECRETARY Trustee or director | 0 | $0 | $0 |
| TYLER COLE | CIRECTOR Trustee or director | 0 | $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 | $0 |
| JUDY POWELL | VICE CHAIR Trustee or director | 0 | $0 | $0 |
| LINDA WIENS | DIRECTOR Trustee or director | 0 | $0 | $0 |
| MARY WIENS | DIRECTOR Trustee or director | 0 | $0 | $0 |
Address and contacts
- Address (IRS master file)
- 2671 PLUMMER AVE, SAN JOSE, CA 95125-4863
- In care of
- % LINCOLN GLEN MANOR
- Principal officer (990 for 2024)
- JAMES BRADLEY MORTENSEN, 2671 PLUMMER AVE, SAN JOSE, CA 95125
- 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 94-1646750 or by the name LINCOLN GLEN MANOR & INTERMEDIATE CARE.
- 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; SKILLED NURSING; ASSISTED LIVING CARE AND MEMORY CARE.
Program accomplishments
- 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.Expenses $7,932,005 · revenue $10,721,581
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 15, 2027 | Not due yet |
| 2024 | September 30, 2025 | February 16, 2026 | 990 on file |
| 2023 | September 30, 2024 | February 17, 2025 | 990 on file |
IRS record
- EIN
- 94-1646750
- Tax-exempt status
- 501(c)(3): Charitable, religious, educational or scientific organization
- Foundation status
- Publicly supported organization (509(a)(2))
- Donations deductible (Pub 78)
- Public charity, 50% deduction limit
- Exempt since
- 1968
- Accounting year ends
- September
- Files
- Form 990 or 990-EZ
- Category (NTEE)
- Human services (P750)
- Assets (IRS master file)
- $5,840,472
- Income (IRS master file)
- $10,775,810
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990 | September 2025 | $10,775,810 | $9,003,063 | $5,840,472 | XML |
| 990 | September 2024 | $8,740,345 | $8,064,458 | $3,845,540 | XML |
| 990 | September 2023 | $18,713,570 | $16,663,934 | $23,541,802 | XML |
| 990 | September 2022 | $13,377,716 | $15,523,229 | $22,359,074 | 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 94-1646750).
Questions about LINCOLN GLEN MANOR & INTERMEDIATE CARE
- What is the EIN of LINCOLN GLEN MANOR & INTERMEDIATE CARE?
- The employer identification number (EIN) of LINCOLN GLEN MANOR & INTERMEDIATE CARE is 94-1646750.
- Is LINCOLN GLEN MANOR & INTERMEDIATE CARE tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 1968.
- Are donations to LINCOLN GLEN MANOR & INTERMEDIATE CARE tax-deductible?
- Yes. It is listed in IRS Publication 78 (Public charity, 50% deduction limit).
- Which annual return does LINCOLN GLEN MANOR & INTERMEDIATE CARE 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 & INTERMEDIATE CARE due?
- The return for tax year 2025 (the year ending September 30, 2026) is due February 15, 2027. Form 8868 extends it by six months; the 990-N cannot be extended.
- When did LINCOLN GLEN MANOR & INTERMEDIATE CARE 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 & INTERMEDIATE CARE?
- The 990 for the year ended September 30, 2025 names JAMES BRADLEY MORTENSEN.
- Who are the officers and directors of LINCOLN GLEN MANOR & INTERMEDIATE CARE?
- The 990 for the year ended September 30, 2025 lists 13 people; 6 received compensation from the organization, the highest $198,149 (JAMES MORTENSEN, EXECUTIVE DIRECTOR).
- How much revenue does LINCOLN GLEN MANOR & INTERMEDIATE CARE have?
- On its 990 for the year ended September 30, 2025 it reported revenue of $10,775,810, expenses of $9,003,063 and total assets of $5,840,472 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