Totals
- Total revenue
- $363,227
- Total expenses
- $369,861
- Contributions and grants received
- $342,335
- Grants paid
- $0
- Program service revenue
- $0
- Investment income
- $10,662
- Other revenue
- $10,230
- Total assets, end of year
- $4,359,341
- Total liabilities, end of year
- $73,045
- Net assets or fund balances, end of year
- $4,286,296
- Program services expenses (Part IX)
- $364,416
- Management and general expenses
- $5,445
- Fundraising expenses
- $0
- Program service expenses (Part III)
- $364,416
Program services were 98.5% 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
$297,150
-
1f · All other contributions, gifts and grants
$45,185
-
3 · Investment income
total $19,554 · excluded $19,554
-
6a · Gross rents
real property $11,400
-
6b · Less rental expenses
real property $1,400
-
6c · Rental income or loss
real property $10,000
-
6d · Net rental income or loss
total $10,000 · excluded $10,000
-
7a · Gross sales of assets other than inventory
securities $56,948
-
7b · Less cost or other basis and sales expenses
securities $65,840
-
7c · Gain or loss
securities -$8,892
-
7d · Net gain or loss
total -$8,892 · excluded -$8,892
-
11a · Other revenue: MISC REVENUE
total $230 · excluded $230
-
11e · Other revenue, total
$230
Functional expenses
Part IX, the statement of functional expenses.
-
7 · Other salaries and wages
total $125,514 · program services $125,514
-
9 · Other employee benefits
total $20,444 · program services $20,444
-
11b · Fees: legal
total $709 · management and general $709
-
11c · Fees: accounting
total $4,736 · management and general $4,736
-
11g · Fees: other
total $61,257 · program services $61,257
-
13 · Office expenses
total $9,575 · program services $9,575
-
16 · Occupancy
total $12,954 · program services $12,954
-
22 · Depreciation, depletion and amortization
total $56,678 · program services $56,678
-
23 · Insurance
total $20,498 · program services $20,498
-
24a · Other expenses: TEMP LABOR
total $56,948 · program services $56,948
-
24e · All other expenses
total $548 · program services $548
Balance sheet
Part X, book values.
-
1 · Cash, non-interest-bearing
beginning of year $676,226 · end of year $730,080
-
9 · Prepaid expenses and deferred charges
beginning of year $12,879 · end of year $15,238
-
10a · Land, buildings and equipment: cost or other basis
$3,497,323
-
10b · Land, buildings and equipment: accumulated depreciation
$683,784
-
10c · Land, buildings and equipment, net
beginning of year $2,860,755 · end of year $2,813,539
-
11 · Investments: publicly traded securities
beginning of year $747,772 · end of year $800,484
-
17 · Accounts payable and accrued expenses
beginning of year $5,262 · end of year $2,197
-
25 · Other liabilities
beginning of year $126,696 · end of year $70,848
-
27 · Net assets without donor restrictions
beginning of year $1,169,785 · end of year $2,010,375
-
28 · Net assets with donor restrictions
beginning of year $2,995,889 · end of year $2,275,921
Mission and programs · 2022
Mission
THE MCLEAN GAME REFUGE IS A NATURE PRESERVE OF OVER 4,400 ACRES IN THE TOWNS OF GRANBY, SIMSBURY, AND CANTON, CONNECTICUT. THIS PRESERVE MANAGES ONE OF THE PUBLIC AND CHARITABLE PURPOSES SET FORTH IN THE WILL OF SENATOR GEORGE P. MCLEAN. THE REFUGE IS OPEN YEAR ROUND TO THE PUBLIC FOR NATURE STUDY AND RECREATION WITHOUT CHARGE. IT IS RECOGNIZED BY THE NATIONAL PARK SERVICE AS A NATIONAL NATURE AREA. THE MISSION OF THE ORGANIZATION INCLUDES AN EMPHASIS ON CONSERVATION AND EDUCATION.
Activities or mission (Part I)
THE MCLEAN GAME REFUGE IS A NATURE PRESERVE OF OVER 4,400 ACRES (SEE SCH O) IN THE TOWNS OF GRANBY, SIMSBURY, AND CANTON, CONNECTICUT. THIS PRESERVE MANAGES ONE OF THE PUBLIC AND CHARITABLE PURPOSES SET FORTH IN THE WILL OF SENATOR GEORGE P. MCLEAN. THE REFUGE IS OPEN YEAR ROUND TO THE PUBLIC FOR NATURE STUDY AND RECREATION WITHOUT CHARGE. IT IS RECOGNIZED BY THE NATIONAL PARK SERVICE AS A NATIONAL NATURE AREA. THE MISSION OF THE ORGANIZATION INCLUDES AN EMPHASIS ON CONSERVATION AND EDUCATION.
-
THE MCLEAN GAME REFUGE IS A NATURE PRESERVE OF OVER 4,400 ACRES IN THE TOWNS OF GRANBY, SIMSBURY, AND CANTON, CONNECTICUT. THIS PRESERVE MANAGES ONE OF THE PUBLIC AND CHARITABLE PURPOSES SET FORTH IN THE WILL OF SENATOR GEORGE P. MCLEAN. THE REFUGE IS OPEN YEAR ROUND TO THE PUBLIC FOR NATURE STUDY AND RECREATION WITHOUT CHARGE. IT IS RECOGNIZED BY THE NATIONAL PARK SERVICE AS A NATIONAL NATURE AREA. THE MISSION OF THE ORGANIZATION INCLUDES AN EMPHASIS ON CONSERVATION AND EDUCATION.
Expenses $364,416
As filed on the 2022 return. The filer continues this part on Schedule O, which is not shown here.
Listed in Part VII
-
Michael PaineMICHAEL PAINE
CHAIR
- Total calculated
- $0
- Hours/week
- 1 + 7 related
-
Kathleen AlsgaardKATHLEEN ALSGAARD
DIRECTOR
- Total calculated
- $0
- Hours/week
- 0.5 + 4 related
-
James W Cox-ChapmanJAMES W COX-CHAPMAN
DIRECTOR
- Total calculated
- $0
- Hours/week
- 0.5 + 3.5 related
-
Jared GriseJARED GRISE
DIRECTOR
- Total calculated
- $0
- Hours/week
- 0.5 + 5.5 related
-
Robert S HensleyROBERT S HENSLEY
DIRECTOR (LEFT 6/2023)
- Total calculated
- $0
- Hours/week
- 0.5 + 4 related
-
Linda SchofieldLINDA SCHOFIELD
DIRECTOR
- Total calculated
- $0
- Hours/week
- 1 + 4.5 related
-
Philip SchulzPHILIP SCHULZ
DIRECTOR
- Total calculated
- $0
- Hours/week
- 0.5 + 5 related
-
Mark WetzelMARK WETZEL
DIRECTOR
- Total calculated
- $0
- Hours/week
- 1 + 4 related
-
Denis HorriganDENIS HORRIGAN
DIRECTOR
- Total calculated
- $0
- Hours/week
- 0.5 + 4 related
-
Carol BarnoCAROL BARNO
VP OF FINANCE AND CFO
- Total calculated
- $262,970
- From this org
- $0
- From related orgs
- $235,296
- Other
- $27,674
- Hours/week
- 1 + 39 related
Schedule J breakdown matched by us
- Base
- $0 + $213,741 related
- Bonus
- $0 + $21,555 related
- Other
- $0
- Deferred
- $0 + $24,779 related
- Nontaxable benefits
- $0 + $2,895 related
- Filer's total
- $0 + $262,970 related
-
Lisa ClarkLISA CLARK
PRESIDENT
- Total calculated
- $291,217
- From this org
- $0
- From related orgs
- $250,257
- Other
- $40,960
- Hours/week
- 1 + 39 related
Schedule J breakdown matched by us
- Base
- $0 + $230,420 related
- Bonus
- $0 + $19,837 related
- Other
- $0
- Deferred
- $0 + $26,514 related
- Nontaxable benefits
- $0 + $14,446 related
- Filer's total
- $0 + $291,217 related
-
Bonnie KuBONNIE KU
VP OF HUMAN RESOURCES, SECRETARY
- Total calculated
- $220,980
- From this org
- $0
- From related orgs
- $195,195
- Other
- $25,785
- Hours/week
- 1 + 39 related
Schedule J breakdown matched by us
- Base
- $0 + $177,314 related
- Bonus
- $0 + $17,881 related
- Other
- $0
- Deferred
- $0 + $20,127 related
- Nontaxable benefits
- $0 + $5,658 related
- Filer's total
- $0 + $220,980 related
-
David BordonaroDAVID BORDONARO
FORMER PRESIDENT
- Total calculated
- $299,885
- From this org
- $0
- From related orgs
- $264,657
- Other
- $35,228
- Hours/week
- 0
Schedule J breakdown matched by us
- Base
- $0 + $264,657 related
- Bonus
- $0
- Other
- $0
- Deferred
- $0 + $28,185 related
- Nontaxable benefits
- $0 + $7,043 related
- Filer's total
- $0 + $299,885 related
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
None.
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
- 7 · Other non-fixed payments
- 8 · Paid under the initial-contract exception
The filer's explanations (Part III)
- SCHEDULE J, PART 1, LINE 3
- THE OFFICERS ARE COMPENSATED BY A RELATED ORGANIZATION. THE RELATED ORGANIZATION USES THE FOLLOWING METHODS TO ESTABLISH THEIR COMPENSATION: COMPENSATION COMMITTEE, COMPENSATION SURVEY OR STUDY AND APPROVAL BY THE BOARD OR COMPENSATION COMMITTEE. INDEPENDENT COMPENSATION SURVEYS ARE CONDUCTED ANNUALLY. THE COMPENSATION COMMITTEE ANNUALLY REVIEWS THE PAY STRUCTURE FOR THE CURRENT AND NEXT FISCAL YEAR. INDEPENDENT ANALYSIS IS DONE AS NEEDED WHEN DIRECTED BY 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.
-
501(C)(3) · CHARITABLE TRUST · CT
-
MCLEAN AFFILIATES INC
501(C)(3) · PROVIDE CARE, MAINTENANCE, WELFARE · CT
Directly controlled by MCLEAN FUND
Provenance
- Return type
- form_990
- Tax year
- 2022
- Filed
- 14 August 2024
- IRS schema version
- 2022v5.0
- Source object
- 202422279349303757
Check it against the return as filed: the GivingTuesday Data Lake hosts a public copy of the original XML.
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