LINCOLN GLEN MANOR & INTERMEDIATE CARE: Form 990, tax year 2023

View the entire original 990 at ProPublica ↗

Organization
LINCOLN GLEN MANOR & INTERMEDIATE CARE (EIN 94-1646750)
Tax period
2023-10-01 to 2024-09-30
Filed
2025-08-15
IRS object ID
202522279349302922
Schema version
2023v6.0
Source
Download XML · Original 990 at ProPublica

Every field in the e-filed return. Faint text is the IRS element name, for citing.

Return header ReturnHeader

FieldValueIRS element (for citing)
Return2025-08-15T13:36:30-05:00ReturnTs
Tax Period End2024-09-30TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

FieldValueIRS element (for citing)
Preparer Firm EIN390758449PreparerFirmEIN

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1WIPFLI LLPBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line11502 LONDON ROAD SUITE 200AddressLine1Txt
CityDULUTHCityNm
State AbbreviationMNStateAbbreviationCd
ZIP55812ZIPCd
FieldValueIRS element (for citing)
Return Type990ReturnTypeCd
Tax Period Begin2023-10-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN941646750EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1LINCOLN GLEN MANOR FOR SENIOR CITIZENSBusinessNameLine1Txt
FieldValueIRS element (for citing)
Business Name ControlLINCBusinessNameControlTxt
Phone4082653222PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line12671 PLUMMER AVEAddressLine1Txt
CitySAN JOSECityNm
State AbbreviationCAStateAbbreviationCd
ZIP95125ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonJAMES BRADLEY MORTENSENPersonNm
Person TitleEXECUTIVE DIRECTORPersonTitleTxt
Phone4082653222PhoneNum
Signature2025-08-14SignatureDt
Discuss With Paid PreparerYes (1)DiscussWithPaidPreparerInd
FieldValueIRS element (for citing)
IRS Responsible Prty Info CurrYes (1)IRSResponsiblePrtyInfoCurrInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonMICHAEL J PETERSON CPAPreparerPersonNm
PTINP01833529PTIN
Phone2187224705PhoneNum
Preparation2025-08-14PreparationDt
FieldValueIRS element (for citing)
Tax2023TaxYr
Build TS2025-03-06 01:10:19ZBuildTS

Form 990 IRS990

FieldValueIRS element (for citing)
Principal OfficerJAMES BRADLEY MORTENSENPrincipalOfficerNm

US Address USAddress

FieldValueIRS element (for citing)
Address Line12671 PLUMMER AVEAddressLine1Txt
CitySAN JOSECityNm
State AbbreviationCAStateAbbreviationCd
ZIP95125ZIPCd
FieldValueIRS element (for citing)
Gross Receipts$8,740,345GrossReceiptsAmt
Group Return For Affiliates0GroupReturnForAffiliatesInd
Organization501c3Yes (X)Organization501c3Ind
Website AddressWWW.LGMANOR.ORGWebsiteAddressTxt
Type Of Organization CorpYes (X)TypeOfOrganizationCorpInd
Formation1979FormationYr
Legal Domicile StateCALegalDomicileStateCd
Activity Or MissionHOUSING FOR THE AGED; SKILLED NURSING; ASSISTED LIVING CARE AND MEMORY CARE.ActivityOrMissionDesc
Voting Members Governing Body9VotingMembersGoverningBodyCnt
Voting Members Independent6VotingMembersIndependentCnt
Total Employee197TotalEmployeeCnt
Total Volunteers30TotalVolunteersCnt
Total Gross UBI$0TotalGrossUBIAmt
Net Unrelated Bus Txbl Incm$0NetUnrelatedBusTxblIncmAmt
PY Contributions Grants$737PYContributionsGrantsAmt
CY Contributions Grants$0CYContributionsGrantsAmt
PY Program Service Revenue$14,518,498PYProgramServiceRevenueAmt
CY Program Service Revenue$8,586,092CYProgramServiceRevenueAmt
PY Investment Income$446,759PYInvestmentIncomeAmt
CY Investment Income$4,960CYInvestmentIncomeAmt
PY Other Revenue$3,747,576PYOtherRevenueAmt
CY Other Revenue$149,293CYOtherRevenueAmt
PY Total Revenue$18,713,570PYTotalRevenueAmt
CY Total Revenue$8,740,345CYTotalRevenueAmt
PY Grants And Similar Paid$0PYGrantsAndSimilarPaidAmt
CY Grants And Similar Paid$0CYGrantsAndSimilarPaidAmt
PY Benefits Paid To Members$0PYBenefitsPaidToMembersAmt
CY Benefits Paid To Members$0CYBenefitsPaidToMembersAmt
PY Salaries Comp Emp Bnft Paid$9,816,914PYSalariesCompEmpBnftPaidAmt
CY Salaries Comp Emp Bnft Paid$6,067,027CYSalariesCompEmpBnftPaidAmt
PY Total Prof Fndrsng Expns$0PYTotalProfFndrsngExpnsAmt
CY Total Prof Fndrsng Expns$0CYTotalProfFndrsngExpnsAmt
CY Total Fundraising Expense$0CYTotalFundraisingExpenseAmt
PY Other Expenses$6,847,020PYOtherExpensesAmt
CY Other Expenses$1,997,431CYOtherExpensesAmt
PY Total Expenses$16,663,934PYTotalExpensesAmt
CY Total Expenses$8,064,458CYTotalExpensesAmt
PY Revenues Less Expenses$2,049,636PYRevenuesLessExpensesAmt
CY Revenues Less Expenses$675,887CYRevenuesLessExpensesAmt
Total Assets BOY$23,541,802TotalAssetsBOYAmt
Total Assets EOY$3,845,540TotalAssetsEOYAmt
Total Liabilities BOY$18,134,047TotalLiabilitiesBOYAmt
Total Liabilities EOY$643,891TotalLiabilitiesEOYAmt
Net Assets Or Fund Balances BOY$5,407,755NetAssetsOrFundBalancesBOYAmt
Net Assets Or Fund Balances EOY$3,201,649NetAssetsOrFundBalancesEOYAmt
MissionHOUSING FOR THE AGED; SKILLED NURSING; ASSISTED LIVING CARE AND MEMORY CARE.MissionDesc
Significant New Program Srvc0SignificantNewProgramSrvcInd
Significant Change0SignificantChangeInd
Expense$7,555,333ExpenseAmt
Grant$0GrantAmt
Revenue$8,586,092RevenueAmt
DescINDEPENDENT LIVING FOR 74 RETIREMENT UNITS; 59 SKILLED BEDS W/ 24 HR CARE; ASSISTED LIVING FOR 31 UNITS; MEMORY CARE CENTER WITH 11 UNITS. SALARIES AND OTHER COSTS OF PATIENTS/RESIDENTS ARE INCLUDED IN COLUMN B.Desc

Prog Srvc Accom Acty2 ProgSrvcAccomActy2Grp

FieldValueIRS element (for citing)
DescNURSINGDesc

Prog Srvc Accom Acty3 ProgSrvcAccomActy3Grp

FieldValueIRS element (for citing)
DescASSISTED LIVING AND MEMORY CAREDesc
FieldValueIRS element (for citing)
Total Program Service Expenses$7,555,333TotalProgramServiceExpensesAmt
Described In Section501c3Yes (1)DescribedInSection501c3Ind
Schedule B Required0ScheduleBRequiredInd
Political Campaign Acty0PoliticalCampaignActyInd
Lobbying Activities0LobbyingActivitiesInd
Subject To Proxy Tax0SubjectToProxyTaxInd
Donor Advised Fund0DonorAdvisedFundInd
Conservation Easements0ConservationEasementsInd
Collections Of Art0CollectionsOfArtInd
Credit Counseling0CreditCounselingInd
Donor Rstr Or Quasi Endowments0DonorRstrOrQuasiEndowmentsInd
Report Land Building EquipmentYes (1)ReportLandBuildingEquipmentInd
Report Investments Other Sec0ReportInvestmentsOtherSecInd
Report Program Related Invst0ReportProgramRelatedInvstInd
Report Other AssetsYes (1)ReportOtherAssetsInd
Report Other Liabilities0ReportOtherLiabilitiesInd
Include FIN48 Footnote0IncludeFIN48FootnoteInd
Independent Audit Fincl Stmt0IndependentAuditFinclStmtInd
Consolidated Audit Fincl StmtYes (1)ConsolidatedAuditFinclStmtInd
School Operating0SchoolOperatingInd
Foreign Office0ForeignOfficeInd
Foreign Activities0ForeignActivitiesInd
More Than5000 K To Org0MoreThan5000KToOrgInd
More Than5000 K To Individuals0MoreThan5000KToIndividualsInd
Professional Fundraising0ProfessionalFundraisingInd
Fundraising Activities0FundraisingActivitiesInd
Gaming Activities0GamingActivitiesInd
Operate Hospital0OperateHospitalInd
Grants To Organizations0GrantsToOrganizationsInd
Grants To Individuals0GrantsToIndividualsInd
Schedule J RequiredYes (1)ScheduleJRequiredInd
Tax Exempt Bonds0TaxExemptBondsInd
Engaged In Excess Benefit Trans0EngagedInExcessBenefitTransInd
PY Excess Benefit Trans0PYExcessBenefitTransInd
Loan Outstanding0LoanOutstandingInd
Grant To Related Person0GrantToRelatedPersonInd
Business Rln With Org Mem0BusinessRlnWithOrgMemInd
Business Rln With Fam Mem0BusinessRlnWithFamMemInd
Business Rln With35 Ctrl Ent0BusinessRlnWith35CtrlEntInd
Deductible Non Cash Contri0DeductibleNonCashContriInd
Deductible Art Contribution0DeductibleArtContributionInd
Terminate Operations0TerminateOperationsInd
Partial Liquidation0PartialLiquidationInd
Disregarded Entity0DisregardedEntityInd
Related EntityYes (1)RelatedEntityInd
Related Organization Ctrl EntYes (1)RelatedOrganizationCtrlEntInd
Transaction With Control Ent0TransactionWithControlEntInd
Trnsfr Exmpt Non Chrtbl Rltd Org0TrnsfrExmptNonChrtblRltdOrgInd
Activities Conducted Prtshp0ActivitiesConductedPrtshpInd
Schedule O RequiredYes (1)ScheduleORequiredInd
IRP Document6IRPDocumentCnt
IRP Document W2 G0IRPDocumentW2GCnt
Employee197EmployeeCnt
Employment Tax Returns FiledYes (1)EmploymentTaxReturnsFiledInd
Unrelated Bus Incm Over Limit0UnrelatedBusIncmOverLimitInd
Foreign Financial Account0ForeignFinancialAccountInd
Prohibited Tax Shelter Trans0ProhibitedTaxShelterTransInd
Taxable Party Notification0TaxablePartyNotificationInd
Nondeductible Contributions0NondeductibleContributionsInd
Quid Pro Quo Contributions0QuidProQuoContributionsInd
Form8282 Property Disposed Of0Form8282PropertyDisposedOfInd
Rcv Fnds To Pay Prsnl Bnft Cntrct0RcvFndsToPayPrsnlBnftCntrctInd
Pay Premiums Prsnl Bnft Cntrct0PayPremiumsPrsnlBnftCntrctInd
Indoor Tanning Services0IndoorTanningServicesInd
Subj To Tax Rmnrtn Ex Prcht Pymt0SubjToTaxRmnrtnExPrchtPymtInd
Subject To Excs Tax Net Invst Inc0SubjectToExcsTaxNetInvstIncInd
Info In Schedule O Part VIYes (X)InfoInScheduleOPartVIInd
Governing Body Voting Members9GoverningBodyVotingMembersCnt
Independent Voting Member6IndependentVotingMemberCnt
Family Or Business Rln0FamilyOrBusinessRlnInd
Delegation Of Mgmt Duties0DelegationOfMgmtDutiesInd
Change To Org Documents0ChangeToOrgDocumentsInd
Material Diversion Or Misuse0MaterialDiversionOrMisuseInd
Members Or StockholdersYes (1)MembersOrStockholdersInd
Election Of Board MembersYes (1)ElectionOfBoardMembersInd
Decisions Subject To ApprovaYes (1)DecisionsSubjectToApprovaInd
Minutes Of Governing BodyYes (1)MinutesOfGoverningBodyInd
Minutes Of CommitteesYes (1)MinutesOfCommitteesInd
Officer Mailing Address0OfficerMailingAddressInd
Local Chapters0LocalChaptersInd
Form990 Provided To Gvrn Body0Form990ProvidedToGvrnBodyInd
Conflict Of Interest PolicyYes (1)ConflictOfInterestPolicyInd
Annual Disclosure Covered PrsnYes (1)AnnualDisclosureCoveredPrsnInd
Regular Monitoring EnfrcYes (1)RegularMonitoringEnfrcInd
Whistleblower Policy0WhistleblowerPolicyInd
Document Retention Policy0DocumentRetentionPolicyInd
Compensation Process CEOYes (1)CompensationProcessCEOInd
Compensation Process OtherYes (1)CompensationProcessOtherInd
Investment In Joint Venture0InvestmentInJointVentureInd
States Where Copy Of Return Is FldCAStatesWhereCopyOfReturnIsFldCd
Upon RequestYes (X)UponRequestInd

Books In Care Of Detail BooksInCareOfDetail

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1THE ORGANIZATIONBusinessNameLine1Txt
FieldValueIRS element (for citing)
Phone4082653222PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line12671 PLUMMER AVEAddressLine1Txt
CitySAN JOSECityNm
State AbbreviationCAStateAbbreviationCd
ZIP95125ZIPCd

Form990 Part VII Section A Form990PartVIISectionAGrp (14 entries)

TitleTitleTxtAverage Hours Per WeekAverageHoursPerWeekRtAverage Hours Per Week Rltd OrgAverageHoursPerWeekRltdOrgRtIndividual Trustee Or DirectorIndividualTrusteeOrDirectorIndOfficerOfficerIndReportable Comp From OrgReportableCompFromOrgAmtReportable Comp From Rltd OrgReportableCompFromRltdOrgAmtOther CompensationOtherCompensationAmtHighest Compensated EmployeeHighestCompensatedEmployeeInd
LOREN J KROEKER
SECRETARY/SKILLED NURSING ADMINISTRATOR24.0024.00Yes (X)Yes (X)$0$277,185$11,939
RANDY OLLENBURGER
CHAIRMAN1.001.00Yes (X)Yes (X)$0$0$0
JUDY POWELL
VICE-CHARIMAN1.001.00Yes (X)Yes (X)$0$0$0
DIANE ELDRIDGE
TREASURER1.001.00Yes (X)Yes (X)$0$113,122$2,142
TYLER COLE
DIRECTOR1.001.00Yes (X)$0$0$0
DARYL PENNER
DIRECTOR1.001.00Yes (X)$0$0$0
LINDA WIENS
DIRECTOR1.001.00Yes (X)$0$0$0
MARY WIENS
DIRECTOR1.001.00Yes (X)$0$0$0
JAMES MORTENSEN
EXECUTIVE DIRECTOR50.0050.00Yes (X)$160,559$0$10,841
AYE THWIN
DIRECTOR OF NURSING45.000.00$170,050$0$2,945Yes (X)
VIVIAN AVENO
ASSISTANT DIRECTOR OF NURSING & DIRECTOR OF STAFF45.000.00$130,212$0$2,208Yes (X)
GERALDINE MAGBANUA
REGISTERED NURSE45.000.00$117,113$0$10,001Yes (X)
KAMALPREET KAUR
REGISTERED NURSE45.000.00$125,278$0$0Yes (X)
GERMAINE DANO
REGISTERED NURSE45.000.00$107,813$0$14,241Yes (X)
FieldValueIRS element (for citing)
Total Reportable Comp From Org$811,025TotalReportableCompFromOrgAmt
Tot Reportable Comp Rltd Org$390,307TotReportableCompRltdOrgAmt
Total Other Compensation$54,317TotalOtherCompensationAmt
Indiv Rcvd Greater Than100 K6IndivRcvdGreaterThan100KCnt
Former Ofcr Employees Listed0FormerOfcrEmployeesListedInd
Total Comp Greater Than150 KYes (1)TotalCompGreaterThan150KInd
Compensation From Other Srcs0CompensationFromOtherSrcsInd

Contractor Compensation ContractorCompensationGrp (3 entries)

Address Line1ContractorAddress/USAddress/AddressLine1TxtCityContractorAddress/USAddress/CityNmState AbbreviationContractorAddress/USAddress/StateAbbreviationCdZIPContractorAddress/USAddress/ZIPCdServicesServicesDescCompensationCompensationAmt
MEDELY INC
2355 WESTWOOD BLVD 412LOS ANGELESCA90064MARKET PLACE AND WORKFORCE MANAGEMENT$207,704
AFFIRMA REHABILITATION INC
120 VANTIS DR STE 200ALISO VIEJOCA92656OUTPATIENT REHABILITATION$197,939
US FOOD INC SAN FRANCISCO
170 S VAN NESS AVESAN FRANCISCOCA94103FOOD DISTRIBUTION$128,978
FieldValueIRS element (for citing)
Cntrct Rcvd Greater Than100 K3CntrctRcvdGreaterThan100KCnt

Program Service Revenue ProgramServiceRevenueGrp (2 entries)

DescDescBusinessBusinessCdTotal Revenue ColumnTotalRevenueColumnAmtRelated Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmt
SKILLED NURSING623000$8,538,093$8,538,093
ANCILLARY REVENUE623000$47,999$47,999
FieldValueIRS element (for citing)
Total Program Service Revenue$8,586,092TotalProgramServiceRevenueAmt

Investment Income InvestmentIncomeGrp

FieldValueIRS element (for citing)
Total Revenue Column$4,960TotalRevenueColumnAmt
Exclusion$4,960ExclusionAmt

Other Revenue Misc OtherRevenueMiscGrp

FieldValueIRS element (for citing)
DescLIABILITY INSURANCE REDesc
Business900099BusinessCd
Total Revenue Column$149,293TotalRevenueColumnAmt
Exclusion$149,293ExclusionAmt
FieldValueIRS element (for citing)
Other Revenue Total$149,293OtherRevenueTotalAmt

Total Revenue TotalRevenueGrp

FieldValueIRS element (for citing)
Total Revenue Column$8,740,345TotalRevenueColumnAmt
Related Or Exempt Func Income$8,586,092RelatedOrExemptFuncIncomeAmt
Unrelated Business Revenue$0UnrelatedBusinessRevenueAmt
Exclusion$154,253ExclusionAmt

Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp

FieldValueIRS element (for citing)
Total$171,400TotalAmt
Program Services$157,294ProgramServicesAmt
Management And General$14,106ManagementAndGeneralAmt

Other Salaries And Wages OtherSalariesAndWagesGrp

FieldValueIRS element (for citing)
Total$5,003,672TotalAmt
Program Services$4,807,868ProgramServicesAmt
Management And General$195,804ManagementAndGeneralAmt

Pension Plan Contributions PensionPlanContributionsGrp

FieldValueIRS element (for citing)
Total$38,640TotalAmt
Program Services$37,128ProgramServicesAmt
Management And General$1,512ManagementAndGeneralAmt

Other Employee Benefits OtherEmployeeBenefitsGrp

FieldValueIRS element (for citing)
Total$457,444TotalAmt
Program Services$446,942ProgramServicesAmt
Management And General$10,502ManagementAndGeneralAmt

Payroll Taxes PayrollTaxesGrp

FieldValueIRS element (for citing)
Total$395,871TotalAmt
Program Services$380,380ProgramServicesAmt
Management And General$15,491ManagementAndGeneralAmt

Fees For Services Legal FeesForServicesLegalGrp

FieldValueIRS element (for citing)
Total$100TotalAmt
Management And General$100ManagementAndGeneralAmt

Fees For Services Accounting FeesForServicesAccountingGrp

FieldValueIRS element (for citing)
Total$15,473TotalAmt
Management And General$15,473ManagementAndGeneralAmt

Fees For Services Other FeesForServicesOtherGrp

FieldValueIRS element (for citing)
Total$252,726TotalAmt
Program Services$164,531ProgramServicesAmt
Management And General$88,195ManagementAndGeneralAmt

Advertising AdvertisingGrp

FieldValueIRS element (for citing)
Total$57,250TotalAmt
Management And General$57,250ManagementAndGeneralAmt

Office Expenses OfficeExpensesGrp

FieldValueIRS element (for citing)
Total$74,861TotalAmt
Management And General$74,861ManagementAndGeneralAmt

Occupancy OccupancyGrp

FieldValueIRS element (for citing)
Total$194,730TotalAmt
Program Services$194,109ProgramServicesAmt
Management And General$621ManagementAndGeneralAmt

Travel TravelGrp

FieldValueIRS element (for citing)
Total$23,771TotalAmt
Program Services$1,102ProgramServicesAmt
Management And General$22,669ManagementAndGeneralAmt

Interest InterestGrp

FieldValueIRS element (for citing)
Total$138,844TotalAmt
Program Services$138,844ProgramServicesAmt

Depreciation Depletion DepreciationDepletionGrp

FieldValueIRS element (for citing)
Total$151,382TotalAmt
Program Services$151,382ProgramServicesAmt

Insurance InsuranceGrp

FieldValueIRS element (for citing)
Total$112,438TotalAmt
Program Services$112,340ProgramServicesAmt
Management And General$98ManagementAndGeneralAmt

Other Expenses OtherExpensesGrp (4 entries)

DescDescTotalTotalAmtProgram ServicesProgramServicesAmtManagement And GeneralManagementAndGeneralAmt
MEDICAL SUPPLIES$377,250$377,250
SUPPLIES$301,150$301,150
BAD DEBT EXPENSE$135,346$135,346
REPAIRS AND MAINTENANCE$90,372$88,804$1,568

All Other Expenses AllOtherExpensesGrp

FieldValueIRS element (for citing)
Total$71,738TotalAmt
Program Services$60,863ProgramServicesAmt
Management And General$10,875ManagementAndGeneralAmt

Total Functional Expenses TotalFunctionalExpensesGrp

FieldValueIRS element (for citing)
Total$8,064,458TotalAmt
Program Services$7,555,333ProgramServicesAmt
Management And General$509,125ManagementAndGeneralAmt
Fundraising$0FundraisingAmt

Cash Non Interest Bearing CashNonInterestBearingGrp

FieldValueIRS element (for citing)
BOY$1,125BOYAmt
EOY$25,767EOYAmt

Savings And Temp Cash Invst SavingsAndTempCashInvstGrp

FieldValueIRS element (for citing)
BOY$1,625,809BOYAmt
EOY$0EOYAmt

Accounts Receivable AccountsReceivableGrp

FieldValueIRS element (for citing)
BOY$1,310,901BOYAmt
EOY$1,818,398EOYAmt

Receivables From Officers Etc ReceivablesFromOfficersEtcGrp

FieldValueIRS element (for citing)
BOY$31,537BOYAmt
EOY$0EOYAmt

Inventories For Sale Or Use InventoriesForSaleOrUseGrp

FieldValueIRS element (for citing)
BOY$5,125BOYAmt
EOY$0EOYAmt

Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp

FieldValueIRS element (for citing)
BOY$1,242,403BOYAmt
EOY$174,313EOYAmt
FieldValueIRS element (for citing)
Land Bldg Equip Cost Or Other Bss$4,411,982LandBldgEquipCostOrOtherBssAmt
Land Bldg Equip Accum Deprec$3,447,603LandBldgEquipAccumDeprecAmt

Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp

FieldValueIRS element (for citing)
BOY$12,435,775BOYAmt
EOY$964,379EOYAmt

Investments Pub Traded Sec InvestmentsPubTradedSecGrp

FieldValueIRS element (for citing)
BOY$1,559,277BOYAmt
EOY$0EOYAmt

Investments Other Securities InvestmentsOtherSecuritiesGrp

FieldValueIRS element (for citing)
BOY$329,797BOYAmt
EOY$0EOYAmt

Other Assets Total OtherAssetsTotalGrp

FieldValueIRS element (for citing)
BOY$5,000,053BOYAmt
EOY$862,683EOYAmt

Total Assets TotalAssetsGrp

FieldValueIRS element (for citing)
BOY$23,541,802BOYAmt
EOY$3,845,540EOYAmt

Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp

FieldValueIRS element (for citing)
BOY$1,790,128BOYAmt
EOY$642,074EOYAmt

Deferred Revenue DeferredRevenueGrp

FieldValueIRS element (for citing)
BOY$0BOYAmt
EOY$1,817EOYAmt

Tax Exempt Bond Liabilities TaxExemptBondLiabilitiesGrp

FieldValueIRS element (for citing)
BOY$16,297,746BOYAmt
EOY$0EOYAmt

Other Liabilities OtherLiabilitiesGrp

FieldValueIRS element (for citing)
BOY$46,173BOYAmt
EOY$0EOYAmt

Total Liabilities TotalLiabilitiesGrp

FieldValueIRS element (for citing)
BOY$18,134,047BOYAmt
EOY$643,891EOYAmt
FieldValueIRS element (for citing)
Organization Follows FASB117Yes (X)OrganizationFollowsFASB117Ind

No Donor Restriction Net Assets NoDonorRestrictionNetAssetsGrp

FieldValueIRS element (for citing)
BOY$5,407,755BOYAmt
EOY$3,201,649EOYAmt

Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp

FieldValueIRS element (for citing)
BOY$5,407,755BOYAmt
EOY$3,201,649EOYAmt

Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp

FieldValueIRS element (for citing)
BOY$23,541,802BOYAmt
EOY$3,845,540EOYAmt
FieldValueIRS element (for citing)
Reconcilation Revenue Expnss$675,887ReconcilationRevenueExpnssAmt
Prior Period Adjustments-$2,881,993PriorPeriodAdjustmentsAmt
Other Changes In Net Assets$0OtherChangesInNetAssetsAmt
Method Of Accounting AccrualYes (X)MethodOfAccountingAccrualInd
Accountant Compile Or Review0AccountantCompileOrReviewInd
FS AuditedYes (1)FSAuditedInd

FS Audited Basis FSAuditedBasisGrp

FieldValueIRS element (for citing)
Consolidated Basis Fincl StmtYes (X)ConsolidatedBasisFinclStmtInd
FieldValueIRS element (for citing)
Audit Committee0AuditCommitteeInd
Federal Grant Audit Required0FederalGrantAuditRequiredInd

Schedule A IRS990ScheduleA

FieldValueIRS element (for citing)
Publicly Supported Org509a2Yes (X)PubliclySupportedOrg509a2Ind

Gifts Grants Contris Rcvd509 GiftsGrantsContrisRcvd509Grp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$8,123CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$9,182CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$7,941CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$737CurrentTaxYearMinus1YearAmt
Current Tax Year$0CurrentTaxYearAmt
Total$25,983TotalAmt

Gross Receipts Admissions GrossReceiptsAdmissionsGrp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$15,297,431CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$12,954,502CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$13,574,482CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$14,518,498CurrentTaxYearMinus1YearAmt
Current Tax Year$8,586,092CurrentTaxYearAmt
Total$64,931,005TotalAmt

Total509 Total509Grp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$15,305,554CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$12,963,684CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$13,582,423CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$14,519,235CurrentTaxYearMinus1YearAmt
Current Tax Year$8,586,092CurrentTaxYearAmt
Total$64,956,988TotalAmt

Amounts Rcvd Dsqlfy Person AmountsRcvdDsqlfyPersonGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Substantial Contributors Amt SubstantialContributorsAmtGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Subst And Dsqlfy Prsns Tot SubstAndDsqlfyPrsnsTotGrp

FieldValueIRS element (for citing)
Total$0TotalAmt
FieldValueIRS element (for citing)
Public Support Total509$64,956,988PublicSupportTotal509Amt

Gross Investment Income509 GrossInvestmentIncome509Grp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$54,753CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$31,373CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$25,960CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$120,015CurrentTaxYearMinus1YearAmt
Current Tax Year$4,960CurrentTaxYearAmt
Total$237,061TotalAmt

Investment Income And UBTI InvestmentIncomeAndUBTIGrp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$54,753CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$31,373CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$25,960CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$120,015CurrentTaxYearMinus1YearAmt
Current Tax Year$4,960CurrentTaxYearAmt
Total$237,061TotalAmt

Other Income509 OtherIncome509Grp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$97,282CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$557,188CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$87,073CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$3,747,576CurrentTaxYearMinus1YearAmt
Current Tax Year$149,293CurrentTaxYearAmt
Total$4,638,412TotalAmt

Total Support Calendar Year TotalSupportCalendarYearGrp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$15,457,589CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$13,552,245CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$13,695,456CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$18,386,826CurrentTaxYearMinus1YearAmt
Current Tax Year$8,740,345CurrentTaxYearAmt
Total$69,832,461TotalAmt
FieldValueIRS element (for citing)
Public Support CY5090.93020PublicSupportCY509Pct
Public Support PY5090.93470PublicSupportPY509Pct
Investment Income CY0.00340InvestmentIncomeCYPct
Investment Income PY0.01000InvestmentIncomePYPct
Thirty Thr Pct Suprt Tests CY509Yes (X)ThirtyThrPctSuprtTestsCY509Ind

Schedule D IRS990ScheduleD

Land LandGrp

FieldValueIRS element (for citing)
Other Cost Or Other Basis$59,003OtherCostOrOtherBasisAmt
Book Value$59,003BookValueAmt

Buildings BuildingsGrp

FieldValueIRS element (for citing)
Other Cost Or Other Basis$2,885,355OtherCostOrOtherBasisAmt
Depreciation$2,365,166DepreciationAmt
Book Value$520,189BookValueAmt

Equipment EquipmentGrp

FieldValueIRS element (for citing)
Other Cost Or Other Basis$1,368,167OtherCostOrOtherBasisAmt
Depreciation$1,082,437DepreciationAmt
Book Value$285,730BookValueAmt

Other Land Buildings OtherLandBuildingsGrp

FieldValueIRS element (for citing)
Other Cost Or Other Basis$99,457OtherCostOrOtherBasisAmt
Book Value$99,457BookValueAmt
FieldValueIRS element (for citing)
Total Book Value Land Buildings$964,379TotalBookValueLandBuildingsAmt

Other Assets Org OtherAssetsOrgGrp

FieldValueIRS element (for citing)
DescINTERCOMPANY RECEIVABLES`Desc
Book Value$862,683BookValueAmt
FieldValueIRS element (for citing)
Total Book Value Other Assets$862,683TotalBookValueOtherAssetsAmt

Schedule J IRS990ScheduleJ

FieldValueIRS element (for citing)
Board Or Committee ApprovalYes (X)BoardOrCommitteeApprovalInd
Severance Payment0SeverancePaymentInd
Supplemental Nonqual Rtr Plan0SupplementalNonqualRtrPlanInd
Equity Based Comp Arrngm0EquityBasedCompArrngmInd
Comp Based On Revenue Of Flng Org0CompBasedOnRevenueOfFlngOrgInd
Comp Bsd On Rev Related Orgs0CompBsdOnRevRelatedOrgsInd
Comp Bsd Net Earns Flng Org0CompBsdNetEarnsFlngOrgInd
Comp Bsd Net Earns Rltd Orgs0CompBsdNetEarnsRltdOrgsInd
Any Non Fixed Payments0AnyNonFixedPaymentsInd
Initial Contract Exception0InitialContractExceptionInd

Rltd Org Officer Trst Key Empl RltdOrgOfficerTrstKeyEmplGrp (3 entries)

TitleTitleTxtBase Compensation Filing OrgBaseCompensationFilingOrgAmtCompensation Based On Rltd OrgsCompensationBasedOnRltdOrgsAmtBonus Filing OrganizationBonusFilingOrganizationAmountBonus Related OrganizationsBonusRelatedOrganizationsAmtOther Compensation Filing OrgOtherCompensationFilingOrgAmtOther Compensation Rltd OrgsOtherCompensationRltdOrgsAmtDeferred Compensation Flng OrgDeferredCompensationFlngOrgAmtDeferred Comp Rltd OrgsDeferredCompRltdOrgsAmtNontaxable Benefits Filing OrgNontaxableBenefitsFilingOrgAmtNontaxable Benefits Rltd OrgsNontaxableBenefitsRltdOrgsAmtTotal Compensation Filing OrgTotalCompensationFilingOrgAmtTotal Compensation Rltd OrgsTotalCompensationRltdOrgsAmtComp Report Prior990 Filing OrgCompReportPrior990FilingOrgAmtComp Report Prior990 Rltd OrgsCompReportPrior990RltdOrgsAmt
LOREN J KROEKER
SECRETARY/SKILLED NURSING ADMINISTRA$0$215,774$0$10,000$0$51,411$0$4,609$0$7,330$0$289,124$0$0
AYE THWIN
DIRECTOR OF NURSING$167,006$0$3,044$0$0$0$2,945$0$0$0$172,995$0$0$0
JAMES MORTENSEN
EXECUTIVE DIRECTOR$160,059$0$500$0$0$0$3,141$0$7,700$0$171,400$0$0$0

Schedule O IRS990ScheduleO

Supplemental Information Detail SupplementalInformationDetail (7 entries)

Form And Line ReferenceFormAndLineReferenceDescExplanationExplanationTxt
FORM 990, PART VI, SECTION A, LINE 6MEMBERS SHALL INCLUDE (A) MEMBERS IN GOOD STANDING OF LINCOLN GLEN CHURCH ("THE CHURCH") WHO HAVE CONTRIBUTED A $500.00 FEE TOWARD A LIFETIME MEMBERSHIP; AND (B) MEMBERS IN GOOD STANDING OF THE CHURCH WHOM THE CHURCH HAS DESIGNATED AS MEMBERS.
FORM 990, PART VI, SECTION A, LINE 7AMEMBERS SHALL INCLUDE (A) MEMBERS IN GOOD STANDING OF LINCOLN GLEN CHURCH ("THE CHURCH") WHO HAVE CONTRIBUTED A $500.00 FEE TOWARD A LIFETIME MEMBERSHIP; AND (B) MEMBERS IN GOOD STANDING OF THE CHURCH WHOM THE CHURCH HAS DESIGNATED AS MEMBERS. THE CHURCH SHALL BE ENTITLED TO DESIGNATE UP TO 37 MEMBERS. THE CHURCH SHALL BE ENTITLED TO ASSIGN A DESIGNATED MEMBERSHIP TO ANOTHER CHURCH MEMBER WHEN (A) A DESIGNATED MEMBER IS NO LONGER A CHURCH MEMBER OR IS NO LONGER IN GOOD STANDING WITH THE CHURCH OR (B) THE DESIGNATED MEMBER NO LONGER WISHES OR IS ABLE TO SERVE AS A MEMBER.
FORM 990, PART VI, SECTION A, LINE 7BMEMBERS SHALL HAVE ALL THE RIGHTS OF A MEMBER OF A CALIFORNIA NONPROFIT PUBLIC BENEFIT CORPORATION PROVIDED IN THE CALIFORNIA CORPORATIONS CODE AND THESE BYLAWS, INCLUDING THE RIGHT TO VOTE. MEMBERS MAY EXERCISE THEIR VOTE AND ATTEND MEMBERSHIP MEETINGS OF THE CORPORATION BY RESOLUTION OF THE BOARD OR THROUGH THE ACTION OF ANY PERSON EXPRESSLY AUTHORIZED BY THE BOARD
FORM 990, PART VI, SECTION B, LINE 11BNO REVIEW WAS OR WILL BE CONDUCTED BY THE BOARD OF DIRECTORS.
FORM 990, PART VI, SECTION B, LINE 12CALL EMPLOYEES MUST AVOID SITUATIONS INVOLVING ACTUAL CONFLICT OF INTEREST. AN EMPLOYEE INVOLVED IN ANY OF THE TYPES OF RELATIONSHIPS OR SITUATIONS DESCRIBED IN THIS POLICY SHOULD IMMEDIATELY AND FULLY DISCLOSE THE RELEVANT CIRCUMSTANCES TO HIS OR HER IMMEDIATE SUPERVISOR, OR ANY OTHER APPROPRIATE SUPERVISOR, FOR A DETERMINATION ABOUT WHETHER AN ACTUAL CONFLICT EXISTS. IF AN ACTUAL CONFLICT IS DETERMINED, LINCOLN GLEN MANOR FOR SENIOR CITIZENS MAY TAKE WHATEVER CORRECTIVE ACTION APPEARS APPROPRIATE ACCORDING TO THE CIRCUMSTANCES. FAILURE TO DISCLOSE FACTS SHALL CONSTITUTE GROUNDS FOR DISCIPLINARY ACTION.
FORM 990, PART VI, SECTION B, LINE 15BOARD EVALUATES AND APPROVES COMPENSATION FOR KEY EMPLOYEES.
FORM 990, PART VI, SECTION C, LINE 19GOVERNING DOCUMENTS AVAILABLE UPON REQUEST.

Schedule R IRS990ScheduleR

Id Related Tax Exempt Org IdRelatedTaxExemptOrgGrp

Disregarded Entity Name DisregardedEntityName

FieldValueIRS element (for citing)
Business Name Line1LINCOLN GLEN MANOR LLCBusinessNameLine1Txt

US Address USAddress

FieldValueIRS element (for citing)
Address Line12671 PLUMMER AVEAddressLine1Txt
CitySAN JOSECityNm
State AbbreviationCAStateAbbreviationCd
ZIP951254867ZIPCd
FieldValueIRS element (for citing)
EIN471478511EIN
Primary ActivitiesHOUSING FOR THE AGED.PrimaryActivitiesTxt
Legal Domicile StateCALegalDomicileStateCd
Exempt Code Section501(C)(3)ExemptCodeSectionTxt
Public Charity StatusLINE 12A, IPublicCharityStatusTxt

Direct Controlling Entity Name DirectControllingEntityName

FieldValueIRS element (for citing)
Business Name Line1LINCOLN GLEN MANOR FOR SENIOR CITIZENSBusinessNameLine1Txt
FieldValueIRS element (for citing)
Controlled OrganizationYes (1)ControlledOrganizationInd
FieldValueIRS element (for citing)
Receipt Of Int Annts Rnts Rylts0ReceiptOfIntAnntsRntsRyltsInd
Gift Grnt Or Cap Contri To Oth Org0GiftGrntOrCapContriToOthOrgInd
Gift Grnt Cap Contri From Oth Org0GiftGrntCapContriFromOthOrgInd
Loans Or Guarantees To Other OrgYes (1)LoansOrGuaranteesToOtherOrgInd
Loans Or Guarantees From Oth Org0LoansOrGuaranteesFromOthOrgInd
Div Related Organization0DivRelatedOrganizationInd
Asset Sale To Other Org0AssetSaleToOtherOrgInd
Asset Purchase From Other Org0AssetPurchaseFromOtherOrgInd
Asset Exchange0AssetExchangeInd
Rental Of Facilities To Oth Org0RentalOfFacilitiesToOthOrgInd
Rental Of Fclts From Oth Org0RentalOfFcltsFromOthOrgInd
Perform Of Services For Oth Org0PerformOfServicesForOthOrgInd
Perform Of Services By Other Org0PerformOfServicesByOtherOrgInd
Sharing Of FacilitiesYes (1)SharingOfFacilitiesInd
Paid Employees SharingYes (1)PaidEmployeesSharingInd
Reimbursement Paid To Other Org0ReimbursementPaidToOtherOrgInd
Reimbursement Paid By Other Org0ReimbursementPaidByOtherOrgInd
Transfer To Other Org0TransferToOtherOrgInd
Transfer From Other Org0TransferFromOtherOrgInd

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