LINCOLN GLEN MANOR LLC (EIN 471478511) - Form 990 Financial Analysis & Trantor Score

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Financial Vulnerability Assessment (Tuckman-Chang)

4 risk indicators measuring financial stability and operational resilience

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Financial Trends

Organization Details

Formation Year

2014

Legal Domicile

Principal Officer

JAMES BRADLEY MORTENSEN

Phone

4082653222

Tax Period

2023-10-01 to 2024-09-30

LINCOLN GLEN MANOR LLC, founded in 2014, is a community nonprofit in the Human Services sector that reported $7.9M in total revenue in fiscal year 2023. Revenue surged 138% from the prior year, signaling strong growth momentum. Expenses of $8.8M exceeded revenue, resulting in a 12% operating deficit.

Mission

HOUSING FOR THE AGED.

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Trantor Score

Financial Health Score (300–850) · Liquidity · Solvency · Sustainability · Efficiency

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Liquidity (40%) • Solvency (30%) • Sustainability (20%) • Efficiency (10%)

Financial Overview (2023)

Revenue Breakdown

Contributions & Grants $845

Program Service Revenue $7,682,206

Investment Income $175,174

Other Revenue $60,172

TOTAL REVENUE $7,918,397

Expense Breakdown

Grants Paid $0

Salaries & Benefits $5,078,619

Fundraising Expenses $0

Program Expenses $7,496,589

Other Expenses $3,761,551

TOTAL EXPENSES $8,840,170

Year-over-Year Comparison

	2023	2022	Change
Revenue	$7,918,397	$3,327,581	+1.4%
Expenses	$8,840,170	$3,280,901	+1.7%
Net Income	$-921,773	$46,680	-20.7%

Key Indicators

✗ Grants to Organizations ✗ Grants to Individuals ✗ Lobbying ✗ Political Activity ✗ Foreign Activities ✗ Donor Advised Fund ✗ Schedule B Required

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Financial Health Indicators

Comprehensive financial analysis: Altman Z-Score, liquidity, solvency, sustainability, efficiency, and growth metrics

Financial Distress Indicator

Liquidity & Cash Position

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Altman Z-Score • Liquidity Ratios • Solvency Analysis • Growth Indicators • Efficiency Metrics

Governance

Voting Members

Independent Members

Employees

Volunteers

Governance Policies

✓ Conflict of Interest Policy

✗ Whistleblower Policy

✗ Document Retention Policy

Special Practices & Reported Activities

✗ Operated a School

✗ Operated a Hospital

✗ Provided First Class Travel

✗ Reported Conflict of Interest

✗ Reported Asset Diversion

✗ Excess Benefit Transaction

✗ Made Political Expenditures

✗ Engaged in Lobbying

✗ Operated Donor Advised Fund

✗ Maintained Art Collections

✗ Filed Form 720

Compensation of Officers, Directors & Key Employees

Total Officers

$575,788

Total Directors

$404,388

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
RANDY OLLENBURGER	CHAIRMAN	1.00	Officer Director	$0	$0	$0
JUDY POWELL	VICE-CHAIRMAN	1.00	Officer Director	$0	$0	$0
DIANE ELDRIDGE	TREASURER/ASSISTED LIVING ADMINISTRATOR	1.00	Officer Director	$113,122	$2,142	$115,264
LOREN KROEKER	SECRETARY/SKILLED NURSING ADMINISTATOR	24.00	Officer Director	$277,185	$11,939	$289,124
TYLER COLE	DIRECTOR	1.00	Director	$0	$0	$0
DARYL PENNER	DIRECTOR	1.00	Director	$0	$0	$0
LINDA WIENS	DIRECTOR	1.00	Director	$0	$0	$0
MARY WIENS	DIRECTOR	1.00	Director	$0	$0	$0
JAMES BRADLEY MORTENSEN	EXECUTIVE DIRECTOR	50.00	Officer	$0	$10,841	$171,400
JENNIFER KROEKER	ACCOUNTING DIRECTOR	45.00	Highest	$139,278	$5,929	$145,207
GUY HAYCRAFT	MAINTENANCE PROGRAM DIRECTOR	45.00	Highest	$108,947	$11,145	$120,092
RAUL LORENZO	SHARED SERVICE DIRECTOR	45.00	Highest	$136,412	$7,227	$143,639
VICKY MADRIAGA	ACCOUNTING DIRECTOR	45.00	Highest	$121,265	$3,667	$124,932
JAMES DE LA CRUZ	HEALTH SERVICES COORDINATOR	45.00	Highest	$111,469	$1,906	$113,375

Note: Compensation data is self-reported by the organization on their Form 990. "Reportable Comp" includes salary, bonuses, and other reportable compensation from the organization and related organizations. "Other Comp" includes benefits, deferred compensation, and non-taxable benefits.

Historical Data

Year	Revenue	Expenses	Assets	Net Income
2024	$7,918,397	$8,840,170	$18,100,340	$-921,773
2023	$3,327,581	$3,280,901	$523,541	$46,680
2022	$2,316,280	$2,329,339	$448,385	$-13,059
2021	$2,162,021	$2,195,642	$423,579	$-33,621
2020	$2,402,300	$2,402,300	$460,132	No data
2019	$2,324,771	$2,324,771	$366,205	No data

LINCOLN GLEN MANOR LLC