LINCOLN GLEN MANOR FOR SENIOR CITIZENS

EIN: 941646750 501(c)(3) Human Services

SAN JOSE, CA

Total Revenue
$8,740,345
Total Expenses
$8,064,458
Total Assets
$3,845,540
Net Assets
$3,201,649
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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
1979
Legal Domicile
CA
Principal Officer
JAMES BRADLEY MORTENSEN
Phone
4082653222
Tax Period
2023-10-01 to 2024-09-30

LINCOLN GLEN MANOR FOR SENIOR CITIZENS, founded in 1979, is a community nonprofit in the Human Services sector that reported $8.7M in total revenue in fiscal year 2023. Revenue fell 53% from the prior year — a significant decline worth monitoring. Expenses of $8.1M left a modest 8% surplus.

Mission

HOUSING FOR THE AGED; SKILLED NURSING; ASSISTED LIVING CARE AND MEMORY CARE.

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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%)

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Financial Overview (2023)

Revenue Breakdown

Contributions & Grants $0
Program Service Revenue $8,586,092
Investment Income $4,960
Other Revenue $149,293
TOTAL REVENUE $8,740,345

Expense Breakdown

Grants Paid $0
Salaries & Benefits $6,067,027
Fundraising Expenses $0
Program Expenses $7,555,333
Other Expenses $1,997,431
TOTAL EXPENSES $8,064,458

Year-over-Year Comparison

2023 2022 Change
Revenue $8,740,345 $18,713,570 -0.5%
Expenses $8,064,458 $16,663,934 -0.5%
Net Income $675,887 $2,049,636 -0.7%
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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Governance

Voting Members
9
Independent Members
6
Employees
197
Volunteers
30

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
5
$575,788
Total Directors
8
$404,388
Key Employees
0
$0
Highest Compensated
5
reported
Name Title Hours/Week Role Reportable Comp Other Comp Total
LOREN J KROEKER SECRETARY/SKILLED NURSING ADMINISTRATOR 24.00
Officer Director
$0 $11,939 $289,124
RANDY OLLENBURGER CHAIRMAN 1.00
Officer Director
$0 $0 $0
JUDY POWELL VICE-CHARIMAN 1.00
Officer Director
$0 $0 $0
DIANE ELDRIDGE TREASURER 1.00
Officer Director
$0 $2,142 $115,264
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 MORTENSEN EXECUTIVE DIRECTOR 50.00
Officer
$160,559 $10,841 $171,400
AYE THWIN DIRECTOR OF NURSING 45.00
Highest
$170,050 $2,945 $172,995
VIVIAN AVENO ASSISTANT DIRECTOR OF NURSING & DIRECTOR OF STAFF 45.00
Highest
$130,212 $2,208 $132,420
GERALDINE MAGBANUA REGISTERED NURSE 45.00
Highest
$117,113 $10,001 $127,114
KAMALPREET KAUR REGISTERED NURSE 45.00
Highest
$125,278 $0 $125,278
GERMAINE DANO REGISTERED NURSE 45.00
Highest
$107,813 $14,241 $122,054
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 $8,740,345 $8,064,458 $3,845,540 $675,887
2023 $18,713,570 $16,663,934 $23,541,802 $2,049,636
2022 $13,377,716 $15,523,229 $22,359,074 $-2,145,513
2021 $13,859,036 $14,808,425 $25,233,259 $-949,389
2020 $15,303,765 $14,227,278 $27,313,769 $1,076,487
2019 $13,827,673 $13,714,695 $26,243,620 $112,978
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