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Nonprofiteer
← MCLEAN AFFILIATES INC

Form 990 for tax year 2023

Filed by MCLEAN AFFILIATES INC.

Totals

Total revenue
$33,106,532
Total expenses
$38,778,403
Contributions and grants received
$785,993
Grants paid
$0
Program service revenue
$32,232,924
Investment income
$46,431
Other revenue
$41,184
Total assets, end of year
$103,545,956
Total liabilities, end of year
$84,895,514
Net assets or fund balances, end of year
$18,650,442
Program services expenses (Part IX)
$35,881,767
Management and general expenses
$2,722,342
Fundraising expenses
$174,294
Program service expenses (Part III)
$35,881,767

Program services were 92.5% of total expenses calculated — Part IX's program-services column over total expenses, both as filed.

Line items

Every line the filer filed in Parts VIII, IX and X, as filed and in filed order. Blank columns are left out, and the lines are not forced to add up to the totals above.

Revenue

Part VIII, the statement of revenue.

  • 1d · Related organizations

    $500,000

  • 1e · Government grants (contributions)

    $7,000

  • 1f · All other contributions, gifts and grants

    $278,993

  • 2a · Program service revenue: SKILLED NURSING

    total $11,474,163 · related or exempt $11,474,163

  • 2b · Program service revenue: INDEPENDENT LIVING

    total $10,602,542 · related or exempt $10,602,542

  • 2c · Program service revenue: ASSISTED LIVING

    total $5,481,076 · related or exempt $5,481,076

  • 2d · Program service revenue: HOME CARE & HOSPICE

    total $4,000,224 · related or exempt $4,000,224

  • 2f · All other program service revenue

    total $674,919 · related or exempt $674,919

  • 3 · Investment income

    total $453,565 · excluded $453,565

  • 4 · Income from investment of tax-exempt bond proceeds

    total $236,683 · excluded $236,683

  • 6a · Gross rents

    real property $11,175

  • 6b · Less rental expenses

    real property $0

  • 6c · Rental income or loss

    real property $11,175

  • 6d · Net rental income or loss

    total $11,175 · excluded $11,175

  • 7a · Gross sales of assets other than inventory

    securities $5,390,791

  • 7b · Less cost or other basis and sales expenses

    securities $6,034,608

  • 7c · Gain or loss

    securities -$643,817

  • 7d · Net gain or loss

    total -$643,817 · excluded -$643,817

  • 11a · Other revenue: MISCELLANEOUS INCOME

    total $30,009 · excluded $30,009

  • 11e · Other revenue, total

    $30,009

Functional expenses

Part IX, the statement of functional expenses.

  • 5 · Compensation of officers, directors and key employees

    total $976,019 · program services $192,227 · management and general $783,299 · fundraising $493

  • 7 · Other salaries and wages

    total $14,862,317 · program services $14,044,406 · management and general $722,487 · fundraising $95,424

  • 8 · Pension plan contributions

    total $999,370 · program services $898,306 · management and general $95,012 · fundraising $6,052

  • 9 · Other employee benefits

    total $1,515,051 · program services $1,361,837 · management and general $144,039 · fundraising $9,175

  • 10 · Payroll taxes

    total $1,160,289 · program services $1,042,951 · management and general $110,311 · fundraising $7,027

  • 11b · Fees: legal

    total $26,880 · program services $20,965 · management and general $5,910 · fundraising $5

  • 11c · Fees: accounting

    total $93,335 · management and general $93,335

  • 11g · Fees: other

    total $3,502,500 · program services $3,488,974 · management and general $12,596 · fundraising $930

  • 12 · Advertising and promotion

    total $442,630 · program services $333,689 · management and general $108,730 · fundraising $211

  • 13 · Office expenses

    total $92,537 · program services $37,676 · management and general $52,257 · fundraising $2,604

  • 14 · Information technology

    total $561,112 · program services $396,536 · management and general $154,694 · fundraising $9,882

  • 16 · Occupancy

    total $3,388,400 · program services $3,307,169 · management and general $72,363 · fundraising $8,868

  • 17 · Travel

    total $78,680 · program services $70,747 · management and general $7,889 · fundraising $44

  • 19 · Conferences, conventions and meetings

    total $17,898 · program services $7,203 · management and general $10,415 · fundraising $280

  • 20 · Interest

    total $2,520,000 · program services $2,520,000

  • 22 · Depreciation, depletion and amortization

    total $4,821,152 · program services $4,753,385 · management and general $59,745 · fundraising $8,022

  • 23 · Insurance

    total $333,861 · program services $104,909 · management and general $228,952

  • 24a · Other expenses: DINING FOOD AND SUPPLY

    total $2,178,987 · program services $2,178,987

  • 24b · Other expenses: MEDICAL SUPPLIES & EQUI

    total $494,789 · program services $476,761 · management and general $17,936 · fundraising $92

  • 24c · Other expenses: PROVIDER TAX

    total $412,005 · program services $412,005

  • 24d · Other expenses: BAD DEBTS

    total $121,727 · program services $121,727

  • 24e · All other expenses

    total $178,864 · program services $111,307 · management and general $42,372 · fundraising $25,185

Balance sheet

Part X, book values.

  • 1 · Cash, non-interest-bearing

    beginning of year $2,387,140 · end of year $1,844,901

  • 4 · Accounts receivable

    beginning of year $1,651,378 · end of year $1,521,986

  • 9 · Prepaid expenses and deferred charges

    beginning of year $705,643 · end of year $613,183

  • 10a · Land, buildings and equipment: cost or other basis

    $122,088,035

  • 10b · Land, buildings and equipment: accumulated depreciation

    $44,661,977

  • 10c · Land, buildings and equipment, net

    beginning of year $80,432,671 · end of year $77,426,058

  • 11 · Investments: publicly traded securities

    beginning of year $13,991,698 · end of year $15,968,768

  • 15 · Other assets

    beginning of year $6,024,202 · end of year $6,171,060

  • 17 · Accounts payable and accrued expenses

    beginning of year $3,711,838 · end of year $3,942,181

  • 19 · Deferred revenue

    beginning of year $16,880,920 · end of year $16,435,055

  • 20 · Tax-exempt bond liabilities

    beginning of year $51,191,244 · end of year $51,181,301

  • 21 · Escrow or custodial account liability

    beginning of year $757,368 · end of year $256,073

  • 25 · Other liabilities

    beginning of year $11,638,913 · end of year $13,080,904

  • 27 · Net assets without donor restrictions

    beginning of year $13,820,133 · end of year $10,494,330

  • 28 · Net assets with donor restrictions

    beginning of year $7,192,316 · end of year $8,156,112

Mission and programs · 2023

Mission

MCLEAN AFFILIATES, INC IS DEDICATED TO PROVIDING AND/OR COORDINATING WITH PARTNERS A FULL CONTINUUM OF QUALITY, COST-EFFECTIVE HEALTH, HOUSING AND COMMUNITY SUPPORT SERVICES TO SENIORS AND OTHERS WITH HEALTH RELATED NEEDS.

Activities or mission (Part I)

MCLEAN AFFILIATES, INC. IS A NOT-FOR-PROFIT PROVIDER OF SENIOR LIVING (SEE SCHEDULE O) AND HEALTH CARE IN CONNECTICUT. MCLEAN AFFILIATES, INC. IS DEDICATED TO PROVIDING AND/OR COORDINATING WITH PARTNERS A FULL CONTINUUM OF QUALITY COST-EFFECTIVE HEALTH, HOUSING AND COMMUNITY SUPPORT SERVICES TO SENIORS AND OTHERS WITH HEALTH RELATED NEEDS.

  • LONG TERM & POST ACUTE INPATIENT CARE MCLEAN AFFILIATES, INC. OPERATES THE MCLEAN HEALTH CARE CENTER. AT THE START OF THIS FISCAL YEAR THERE WERE WITHIN THIS FACILITY, 89 BEDS LICENSED FOR SKILLED NURSING CARE UNDER THE FEDERAL MEDICARE PROGRAM. OF THESE BEDS, APPROXIMATELY 68 WERE ALLOCATED FOR LONG TERM CARE OF THE ELDERLY, CHRONICALLY ILL, AND DISABLED. IN THIS FISCAL YEAR THERE WERE 19,125 LONG TERM PATIENT DAYS OF CARE AND 4,915 POST ACUTE DAYS OF CARE.

    Expenses $12,050,439 · Revenue $11,474,163

  • ON THE MCLEAN CAMPUS, ASSISTED LIVING SERVICES ARE PROVIDED ON 3 ASSISTED LIVING NEIGHBORHOODS THE ROBINSON, THE ATWATER AND THE ABERNETHY. THESE THREE NEIGHBORHOODS ARE UNIQUELY DESIGNATED TO PROVIDE COMPREHENSIVE ASSISTANCE, EMPOWERING EACH AND EVERY RESIDENT TO LIVE THEIR LIVES ON THEIR TERMS WITH JUST THE RIGHT AMOUNT OF HELP THEY NEED. THE TOTAL NUMBER OF APARTMENTS THAT WERE AVAILABLE DURING THE YEAR WAS 74 INCLUDING 3 LICENSED IN THE STATE OF CT AS RESIDENTIAL CARE. THE ROBINSON NEIGHBORHOOD HAS 29 APARTMENTS, ATWATER HAS 23 APARTMENTS AND ABERNETHY HAD 22 APARTMENTS, BUT CLOSED DOWN IN DECEMBER OF 2023. THERE WERE 16,447 DAYS OF CARE PROVIDED IN THE CURRENT YEAR. ADULT DAY SERVICES ARE AVAILABLE TO INDIVIDUALS IN THE COMMUNITY.

    Expenses $6,553,910 · Revenue $5,481,076

  • INDEPENDENT LIVING, WELLNESS AND MEALS ON WHEELS THE MCLEAN VILLAGE PROVIDES ACTIVE INDEPENDENT AND SUPPORTIVE HOUSING TO SENIORS AND THOSE WITH DISABILITIES. RESIDENTS HAVE PRIORITY ACCESS TO THE MCLEAN HEALTH CARE CONTINUUM. THE VILLAGE AT MCLEAN CONSISTS OF 13 VILLAS, 100 APARTMENTS (2 BUILDINGS THE BURKHOLDER & THE GOODRICH) AND 10 COTTAGES. THERE ARE 151 TOTAL RESIDENTS. IN JULY OF 2022, THE GOODRICH APARTMENT BUILDING OPENED WITH 55 APARTMENTS AND 35,000 SQUARE FEET OF AMENITY SPACE. INCLUDED IN THIS NEW AMENITY SPACE IS A STATE OF THE ART GYM FOR AN ACTIVE WELLNESS PROGRAM CALLED BOUNDLESS. DURING THE CURRENT YEAR, THE WELLNESS PROGRAM SERVED 206 CLIENTS WITH 520 CLASSES. THE INDEPENDENT LIVING KITCHEN PREPARED 9,854 MEALS FOR A MEALS ON WHEELS PROGRAM THAT SERVES 5 AREA TOWNS.

    Expenses $11,949,189 · Revenue $10,602,542

  • HOME HEALTH CARE AND HOSPICE CARE THE MCLEAN COMMUNITY & HOME CARE IS A HOME HEALTH & HOSPICE AGENCY LOCATED ON THE CAMPUS OF MCLEAN HEALTH CENTER. HOME CARE CLIENTS RECEIVE SERVICES WITHIN THE MCLEAN CAMPUS AS WELL AS IN THEIR HOMES IN SIMSBURY AND THE SURROUNDING COMMUNITIES. 403 HOME CARE CLIENTS RECEIVED 8,600 CARE VISITS. THE MCLEAN HOSPICE IN CONJUNCTION WITH MCLEAN HOME CARE PROVIDES SERVICES TO PATIENTS IN THEIR FINAL STAGES OF LIFE. THIS CARE IS PROVIDED WITHIN THE MCLEAN CAMPUS AS WELL AS IN THEIR HOMES IN SIMSBURY AND THE SURROUNDING COMMUNITIES. THERE WERE 7,346 DAYS OF HOSPICE CARE PROVIDED TO 193 CLIENTS.

    Expenses $4,738,612 · Revenue $4,000,224

  • SUPPORT OF OTHER MCLEAN AFFILIATES, INC. ACTIVITIES - THE MCLEAN HEALTH CENTER OPERATES AN OUTPATIENT REHABILITATION FACILITY THAT FURNISHES SERVICES TO CLIENTS WHO NEED SHORT TERM REHABILITATION. 324 OUTPATIENTS RECEIVED 6,668 REHAB VISITS. THE DEVELOPMENT DEPARTMENT, FORMERLY UNDER THE AUSPICES OF THE MCLEAN FOUNDATION, PROVIDES FUNDRAISING SERVICES TO SUPPORT PROGRAMS, RESIDENTS, AND CLIENTS OF MCLEAN AFFILIATES INC. INPATIENT CARE, HOMECARE, HOSPICE, MEALS ON WHEELS, ADULT DAY CARE AND INDEPENDENT LIVING ARE ALL AREAS THAT RECEIVE SUPPORT THROUGH DONATIONS RAISED BY THE DEVELOPMENT DEPARTMENT. IN THIS FISCAL YEAR THERE WERE 1,290 ADULT CARE DAYS.

    Expenses $589,617 · Revenue $674,919

As filed on the 2023 return. The filer continues this part on Schedule O, which is not shown here.

Listed in Part VII

  • Denis Horrigan

    TRUSTEE

    Total calculated
    $0
    Hours/week
    2 + 2.5 related

  • James Cox-Chapman

    TRUSTEE

    Total calculated
    $0
    Hours/week
    2 + 2 related

  • Jared Grise

    TRUSTEE

    Total calculated
    $0
    Hours/week
    3 + 3 related

  • Kathleen Alsgaard

    TRUSTEE

    Total calculated
    $0
    Hours/week
    2 + 2.5 related

  • Linda Schofield

    TRUSTEE

    Total calculated
    $0
    Hours/week
    2 + 3.5 related

  • Mark Wetzel

    TRUSTEE

    Total calculated
    $0
    Hours/week
    2 + 3 related

  • Michael Paine

    CHAIRPERSON

    Total calculated
    $0
    Hours/week
    4 + 4 related

  • Philip Schulz

    TRUSTEE

    Total calculated
    $0
    Hours/week
    3 + 2.5 related

  • Carol Barno

    VP OF FINANCE AND CFO

    Total calculated
    $272,647
    From this org
    $243,937
    From related orgs
    $0
    Other
    $28,710
    Hours/week
    37 + 3 related

    Schedule J breakdown matched by us

    Base
    $221,904
    Bonus
    $22,033
    Other
    $0
    Deferred
    $25,781
    Nontaxable benefits
    $2,929
    Filer's total
    $272,647

  • Lisa Clark

    PRESIDENT

    Total calculated
    $373,256
    From this org
    $324,090
    From related orgs
    $0
    Other
    $49,166
    Hours/week
    38 + 2 related

    Schedule J breakdown matched by us

    Base
    $294,818
    Bonus
    $29,272
    Other
    $0
    Deferred
    $35,079
    Nontaxable benefits
    $14,087
    Filer's total
    $373,256

  • Anne Rolfe

    ADMINISTRATOR

    Total calculated
    $195,377
    From this org
    $166,602
    From related orgs
    $0
    Other
    $28,775
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $157,238
    Bonus
    $9,364
    Other
    $0
    Deferred
    $16,810
    Nontaxable benefits
    $11,965
    Filer's total
    $195,377

  • Aurora Vitug

    RN SUPERVISOR

    Total calculated
    $245,618
    From this org
    $217,717
    From related orgs
    $0
    Other
    $27,901
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $213,983
    Bonus
    $3,734
    Other
    $0
    Deferred
    $22,739
    Nontaxable benefits
    $5,162
    Filer's total
    $245,618

  • Bonnie Ku

    VP OF HUMAN RESOURCES

    Total calculated
    $228,166
    From this org
    $202,358
    From related orgs
    $0
    Other
    $25,808
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $184,086
    Bonus
    $18,272
    Other
    $0
    Deferred
    $20,958
    Nontaxable benefits
    $4,850
    Filer's total
    $228,166

  • Carlene Rhea

    VP OF COMMUNITY LIFE

    Total calculated
    $195,196
    From this org
    $172,845
    From related orgs
    $0
    Other
    $22,351
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $157,238
    Bonus
    $15,607
    Other
    $0
    Deferred
    $17,534
    Nontaxable benefits
    $4,817
    Filer's total
    $195,196

  • Jameson Lukasiewicz

    VP OF SALES

    Total calculated
    $200,693
    From this org
    $169,773
    From related orgs
    $0
    Other
    $30,920
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $154,443
    Bonus
    $15,330
    Other
    $0
    Deferred
    $17,178
    Nontaxable benefits
    $13,742
    Filer's total
    $200,693

Compensation is as filed in Part VII: reportable pay from this organization and from related organizations, other compensation, and hours per week. The total, marked calculated, is our sum of the three dollar columns, with a blank column counted as $0; the form itself has no total. On a Form 990-EZ the columns are Part IV's instead, and on a Form 990-PF Part VIII's — compensation, contributions to benefit plans, and expense account — and the total sums those. A Schedule J breakdown is as filed: base pay, bonus, other, deferred compensation and nontaxable benefits from this organization, with any from related organizations beside each, and the filer's own total. It is shown with the Part VII listing of the same name on the same return. The form gives no key between the two, so that pairing is ours, and is marked matched by us.

Schedule J

Answered yes

  • 1a · Health or social club dues or initiation fees
  • 1b · Written policy on the line-1a expenses
  • 2 · Substantiation required before reimbursing expenses
  • 3 · Compensation committee
  • 3 · Independent compensation consultant
  • 3 · Compensation survey or study
  • 3 · Approval by the board or compensation committee
  • 7 · Other non-fixed payments

Answered no

  • 4a · Severance or change-of-control payment
  • 4b · Supplemental nonqualified retirement plan
  • 4c · Equity-based compensation arrangement
  • 5a · Pay contingent on this organization's revenues
  • 5b · Pay contingent on a related organization's revenues
  • 6a · Pay contingent on this organization's net earnings
  • 6b · Pay contingent on a related organization's net earnings
  • 8 · Paid under the initial-contract exception

The filer's explanations (Part III)

PART I, LINE 1A
MCLEAN AFFILIATES, INC. (THE ORGANIZATION") PROVIDES ITS PRESIDENT WITH THE RIGHT TO USE HOP MEADOW COUNTRY CLUB (HOP MEADOW) ON A FIRST CLASS MEMBER BASIS, SUBJECT TO A LIMITATION ON THE USE OF THE MEMBERSHIP FOR NO MORE THAN 36 GUEST ROUNDS PER CALENDAR YEAR. MCLEAN FUND, THE CONTROLLING ORGANIZATION, AS DESCRIBED IN SCHEDULE R, LEASES TO HOP MEADOW THE LAND ON WHICH THE CLUB OPERATES, AND AS A CONDITION OF THE LEASE, THE ORGANIZATION MAY DESIGNATE ONE OFFICER, DIRECTOR OR EMPLOYEE TO HOLD THE MEMBERSHIP WITHOUT CHARGE SO NO DUES ARE PAID BY THE ORGANIZATION. THE ORGANIZATION PAYS FOR GOLF CARTS USED AND FOOD AND BEVERAGE CONSUMED BY THE PRESIDENT AND THE PRESIDENT'S GUESTS ON AN ACCOUNTABLE PLAN BASIS. THE ORGANIZATION DID NOT TREAT THIS AS TAXABLE INCOME AS THERE WAS NO PERSONAL USE.
PART I, LINE 3
THE ORGANIZATION USES COMPENSATION SURVEYS WHICH ARE USED BY THE BOARD'S COMPENSATION COMMITTEE TO RECOMMEND TO THE FULL BOARD THE PRESIDENT'S COMPENSATION PACKAGE.
PART I, LINE 7
MANAGEMENT, ALONG WITH ALL STAFF, ARE ELIGIBLE FOR ANY BONUSES PAID DEPENDENT ON QUALITY AND FINANCIAL INDICATORS AS APPROVED BY THE COMPENSATION COMMITTEE OF THE BOARD.

Part I's answers as filed. A line not listed was left unanswered; on lines 1a and 3 that means the box was not checked.

Grants on this return

No itemized grants to organizations on this return.

Related organizations on this return

Schedule R Part II: tax-exempt organizations related to the filer by control. It does not record shared board members or money.

  • MCLEAN FUND

    501(C)(3) · CHARITABLE TRUST · CT

  • MCLEAN GAME REFUGE

    501(C)(3) · MAINTAIN AN OVER 4,400 ACRE NATURE PRESERVE · CT · controlled entity

    Directly controlled by MCLEAN FUND

Taxable family on this return

Schedule R Parts I, III and IV, as filed. These record ownership and control, not shared board members or money moved.

Related corporations and trusts

Part IV: related organizations taxable as a corporation or trust.

  • CHARITABLE REMAINDER TRUST (2)

    T · CHARITABLE REMAINDER TRUST · CT · 100% owned · controlled entity

    Directly controlled by MCLEAN AFFILIATES INC

Provenance

Return type
form_990
Tax year
2023
Filed
13 August 2025
IRS schema version
2023v6.0
Source object
202522259349302492

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