Nonprofit · EIN 95-2162129
LINDEN OAKS
Tax-exempt · BUENA PARK, CA 90620
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| June 30, 2025 | 990 | $13,137,184 | $13,819,851 | -$682,667 | $19,701,239 | $10,472,645 | $9,228,594 |
| June 30, 2024 | 990 | $14,277,815 | $14,988,996 | -$711,181 | $21,176,367 | $11,516,008 | $9,660,359 |
| June 30, 2023 | 990 | $12,366,567 | $12,627,734 | -$261,167 | $21,531,693 | $11,481,148 | $10,050,545 |
Financial details: 990 for the year ended June 30, 2025
Revenue
- Contributions, gifts and grants
- $426,221
- Program service revenue
- $12,490,549
- Investment income
- $216,893
- Net income from fundraising events
- -$1,212
- Net income from gaming
- $1,212
- Other revenue
- $3,521
Expenses
- Grants and similar amounts paid
- $0
- Compensation of officers, directors and key employees
- $641,436
- Other salaries and wages
- $6,951,678
- Salaries, compensation and benefits (total)
- $9,213,268
- Professional fundraising fees
- $0
- Legal fees
- $217,906
- Accounting fees
- $9,623
- Occupancy
- $941,020
- Travel
- $189,218
- Depreciation
- $625,757
- Program services (functional)
- $12,327,911
- Management and general (functional)
- $1,203,103
- Fundraising (functional)
- $288,837
Balance sheet and other
- Total assets, start of year
- $21,176,367
- Total assets, end of year
- $19,701,239
- Total liabilities, end of year
- $10,472,645
- Net assets, end of year
- $9,228,594
- Land, buildings and equipment
- $2,345,539
- Publicly traded securities
- $2,982,838
- Net assets without donor restrictions
- $8,243,824
- Net assets with donor restrictions
- $984,770
- Gross receipts
- $13,281,787
- Employees
- 268
- Volunteers
- 40
- Year formed
- 1961
- 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 June 30, 2025, highest compensation first.
| Name | Title | Hours / week | Compensation | Other / benefits |
|---|---|---|---|---|
| Adrienne Kessler | CEO (end 12/24) Officer | 40 | $364,398 | $39,785 |
| Isaac Burrows | CFO Officer | 40 | $280,445 | $20,400 |
| Heather Smith | Director of People and Culture Highest-paid employee | 40 | $147,920 | $1,843 |
| Jessica Cobb | Director of Philanthropy Highest-paid employee | 40 | $128,346 | $4,890 |
| George Shaw | Director of Operations Highest-paid employee | 40 | $119,911 | $8,347 |
| Carrie Wada | Early Intervention Specialist Highest-paid employee | 40 | $117,684 | $0 |
| Marissa Caccavale | Speech Therapist Supervisor Highest-paid employee | 40 | $116,468 | $1,122 |
| Jeffrey Shew | President Trustee or director, Officer | 10 | $0 | $0 |
| Debra Baetz | Vice President Trustee or director, Officer | 2 | $0 | $0 |
| Howard Platte | Treasurer Trustee or director, Officer | 2 | $0 | $0 |
| Daniel Juliano | Secretary Trustee or director, Officer | 2 | $0 | $0 |
| Jon Borenstein | Board Member Trustee or director | 1 | $0 | $0 |
| Dinko Bozanich | Board Member Trustee or director | 1 | $0 | $0 |
| Elizabeth Del Pizzo-Cheng | Board Member Trustee or director | 1 | $0 | $0 |
| Thomas Gieser | Board Member Trustee or director | 1 | $0 | $0 |
5 more people on this return
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| Frank Kim | Board Member Trustee or director | 1 | $0 |
| Elden Peterson | Board Member Trustee or director | 1 | $0 |
| Ashley Powers | Board Member Trustee or director | 1 | $0 |
| Janet Thomas | Board Member Trustee or director | 1 | $0 |
| Alisa Dean | CEO (start 5/25) Officer | 40 | $0 |
990 for the year ended June 30, 2024: 18 people
| Name | Title | Hours / week | Compensation | Other / benefits |
|---|---|---|---|---|
| ADRIENNE KESSLER | CHIEF EXECUTIVE OFFICER Officer | 40 | $336,607 | $30,929 |
| JENNIFER O'GRADY | VP OF PROGRAMS AND ADMISSIONS Highest-paid employee | 40 | $149,762 | $26,065 |
| SALVADOR ROMERO | CONTROLLER Highest-paid employee | 40 | $122,494 | $14,554 |
| GEORGE D SHAW | DIRECTOR OF OPERATIONS Highest-paid employee | 40 | $105,932 | $23,435 |
| MARISSA CACCAVALE | EARLY INTERVENTION SPECIALIST Highest-paid employee | 40 | $116,176 | $12,057 |
| CARRIE WADA | EARLY INTERVENTION SPECIALIST Highest-paid employee | 40 | $112,378 | $3,371 |
| ISAAC BURROWS | CHIEF FINANCIAL OFFICER (AS OF 12/23) Officer | 40 | $13,236 | $0 |
| JEFF SHEW | PRESIDENT Trustee or director, Officer | 10 | $0 | $0 |
| THOMAS GIESER | VICE PRESIDENT Trustee or director, Officer | 2 | $0 | $0 |
| HOWARD PLATTE | TREASURER Trustee or director, Officer | 2 | $0 | $0 |
| DANIEL JULIANO | SECRETARY Trustee or director, Officer | 2 | $0 | $0 |
| DINKO BOZANICH | BOARD MEMBER Trustee or director | 3 | $0 | $0 |
| ELDEN PETERSON | BOARD MEMBER Trustee or director | 3 | $0 | $0 |
| JON BORENSTEIN | BOARD MEMBER Trustee or director | 2 | $0 | $0 |
| ASHLEY POWERS | BOARD MEMBER (AS OF 09/23) Trustee or director | 1 | $0 | $0 |
| ELIZABETH DEL PIZZO-CHENG | BOARD MEMBER (AS OF 02/24) Trustee or director | 1 | $0 | $0 |
| JANET THOMAS | BOARD MEMBER Trustee or director | 1 | $0 | $0 |
| NICHOLLE TRUGMAN | BOARD MEMBER Trustee or director | 1 | $0 | $0 |
990 for the year ended June 30, 2023: 14 people
| Name | Title | Hours / week | Compensation | Other / benefits |
|---|---|---|---|---|
| ADRIENNE KESSLER | CHIEF EXCUTIVE OFFICER Officer | 40 | $307,651 | $19,001 |
| JENNIFER O'GRADY | DIRECTOR OF EDUCATION Highest-paid employee | 40 | $106,940 | $9,685 |
| SAL ROMERO | CONTROLLER Highest-paid employee | 40 | $112,173 | $3,875 |
| JEFF SHEW | PRESIDENT Trustee or director, Officer | 10 | $0 | $0 |
| THOMAS GIESER | VICE PRESIDENT Trustee or director, Officer | 2 | $0 | $0 |
| HOWARD PLATTE | TREASURER Trustee or director, Officer | 2 | $0 | $0 |
| DANIEL JULIANO | SECRETARY Trustee or director, Officer | 2 | $0 | $0 |
| JAMES AMATO | BOARD MEMBER Trustee or director | 2 | $0 | $0 |
| JON BORENSTEIN | BOARD MEMBER Trustee or director | 2 | $0 | $0 |
| DINKO BOZANICH | BOARD MEMBER Trustee or director | 3 | $0 | $0 |
| VICTORIA MARRIOTT | BOARD MEMBER Trustee or director | 1 | $0 | $0 |
| ELDEN PETERSON | BOARD MEMBER Trustee or director | 3 | $0 | $0 |
| JANET THOMAS | BOARD MEMBER Trustee or director | 1 | $0 | $0 |
| NICHOLLE TRUGMAN | BOARD MEMBER Trustee or director | 1 | $0 | $0 |
Address and contacts
- Address (IRS master file)
- 8699 HOLDER ST, BUENA PARK, CA 90620-3614
- In care of
- % RON ROTHSCHILD
- Principal officer (990 for 2024)
- Alisa Dean, 8699 Holder Street, Buena Park, CA 90620
- Signed the 990
- Alisa Dean, CEO
- Phone
- (714) 821-3620
- Website
- www.SLDC.net
- Return prepared by
- Harrington Group CPAs LLP
California records
California keeps its own records of charities and corporations. Search them by EIN 95-2162129 or by the name LINDEN OAKS.
- 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
We envision thriving communities where every individual has the opportunity to reach their full potential through transformative therapy and education.
Program accomplishments
- Provide education and therapeudic services to neurologically handicapped children and young adults with speech, language, learning, and behavioral problems in an environment that nurtures growth, inspires achievement, and maximizes potential.Expenses $12,327,911 · revenue $12,490,549
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 June, so each return is due on the 15th day of the 5th month after that.
| Tax year | Year ended | Due | IRS public records |
|---|---|---|---|
| 2025 | June 30, 2026 | November 16, 2026 | Not due yet |
| 2024 | June 30, 2025 | November 17, 2025 | 990 on file |
| 2023 | June 30, 2024 | November 15, 2024 | 990 on file |
IRS record
- EIN
- 95-2162129
- Tax-exempt status
- 501(c)(3): Charitable, religious, educational or scientific organization
- Foundation status
- School
- Donations deductible (Pub 78)
- Public charity, 50% deduction limit
- Exempt since
- 1964
- Accounting year ends
- June
- Files
- Form 990 or 990-EZ
- Category (NTEE)
- Health care (E56Z)
- Assets (IRS master file)
- $19,701,239
- Income (IRS master file)
- $13,281,787
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990 | June 2025 | $13,137,184 | $13,819,851 | $19,701,239 | IRS |
| 990 | June 2024 | $14,277,815 | $14,988,996 | $21,176,367 | IRS |
| 990 | June 2023 | $12,366,567 | $12,627,734 | $21,531,693 | XML |
| 990 | June 2022 | $12,689,309 | $11,026,632 | $11,473,507 | IRS |
| 990 | June 2021 | – | – | – | IRS |
| 990 | June 2020 | – | – | – | IRS |
| 990 | June 2019 | – | – | – | IRS |
| 990 | June 2018 | – | – | – | 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 95-2162129).
Questions about LINDEN OAKS
- What is the EIN of LINDEN OAKS?
- The employer identification number (EIN) of LINDEN OAKS is 95-2162129.
- Is LINDEN OAKS tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 1964.
- Are donations to LINDEN OAKS tax-deductible?
- Yes. It is listed in IRS Publication 78 (Public charity, 50% deduction limit).
- Which annual return does LINDEN OAKS 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 LINDEN OAKS due?
- The return for tax year 2025 (the year ending June 30, 2026) is due November 16, 2026. Form 8868 extends it by six months; the 990-N cannot be extended.
- When did LINDEN OAKS last file with the IRS?
- The latest return in the IRS public files is the 990 for the year ended June 2025.
- Who is the principal officer of LINDEN OAKS?
- The 990 for the year ended June 30, 2025 names Alisa Dean.
- Who are the officers and directors of LINDEN OAKS?
- The 990 for the year ended June 30, 2025 lists 20 people; 7 received compensation from the organization, the highest $364,398 (Adrienne Kessler, CEO (end 12/24)).
- How much revenue does LINDEN OAKS have?
- On its 990 for the year ended June 30, 2025 it reported revenue of $13,137,184, expenses of $13,819,851 and total assets of $19,701,239 at year end.
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