MCLEAN AFFILIATES INC: Form 990, tax year 2023
View the entire original 990 at ProPublica ↗
- Organization
- MCLEAN AFFILIATES INC (EIN 26-1960246)
- Tax period
- 2023-10-01 to 2024-09-30
- Filed
- 2025-08-13
- IRS object ID
- 202522259349302492
- 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
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2025-08-13T15:27:07-05:00 | ReturnTs |
| Tax Period End | 2024-09-30 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 390859910 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | BAKER TILLY ADVISORY GROUP LP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 66 HUDSON BLVD E SUITE 2200 | AddressLine1Txt |
| City | NEW YORK | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 10001 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnTypeCd |
| Tax Period Begin | 2023-10-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 261960246 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | MCLEAN AFFILIATES INC | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | MCLE | BusinessNameControlTxt |
| Phone | 8606583700 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 75 GREAT POND ROAD | AddressLine1Txt |
| City | SIMSBURY | CityNm |
| State Abbreviation | CT | StateAbbreviationCd |
| ZIP | 06070 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | SIGNING MEMBER | PersonNm |
| Person Title | VP OF FINANCE AND CFO | PersonTitleTxt |
| Phone | 8606583700 | PhoneNum |
| Signature | 2025-08-13 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IRS Responsible Prty Info Curr | Yes (1) | IRSResponsiblePrtyInfoCurrInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | MARY-EVELYN ANTONETTI | PreparerPersonNm |
| PTIN | P00431862 | PTIN |
| Phone | 2126976900 | PhoneNum |
| Preparation | 2025-08-13 | PreparationDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2023 | TaxYr |
| Build TS | 2025-03-06 01:10:19Z | BuildTS |
Form 990 IRS990
Doing Business As Name DoingBusinessAsName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | MCLEAN | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Principal Officer | LISA CLARK | PrincipalOfficerNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 75 GREAT POND ROAD | AddressLine1Txt |
| City | SIMSBURY | CityNm |
| State Abbreviation | CT | StateAbbreviationCd |
| ZIP | 06070 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | $39,141,140 | GrossReceiptsAmt |
| Group Return For Affiliates | 0 | GroupReturnForAffiliatesInd |
| Organization501c3 | Yes (X) | Organization501c3Ind |
| Website Address | MCLEANCARE.ORG | WebsiteAddressTxt |
| Type Of Organization Corp | Yes (X) | TypeOfOrganizationCorpInd |
| Formation | 2008 | FormationYr |
| Legal Domicile State | CT | LegalDomicileStateCd |
| Activity Or Mission | 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. | ActivityOrMissionDesc |
| Voting Members Governing Body | 8 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 8 | VotingMembersIndependentCnt |
| Total Employee | 471 | TotalEmployeeCnt |
| Total Volunteers | 195 | TotalVolunteersCnt |
| Total Gross UBI | $0 | TotalGrossUBIAmt |
| Net Unrelated Bus Txbl Incm | $0 | NetUnrelatedBusTxblIncmAmt |
| PY Contributions Grants | $770,148 | PYContributionsGrantsAmt |
| CY Contributions Grants | $785,993 | CYContributionsGrantsAmt |
| PY Program Service Revenue | $29,307,646 | PYProgramServiceRevenueAmt |
| CY Program Service Revenue | $32,232,924 | CYProgramServiceRevenueAmt |
| PY Investment Income | $718,170 | PYInvestmentIncomeAmt |
| CY Investment Income | $46,431 | CYInvestmentIncomeAmt |
| PY Other Revenue | $273,955 | PYOtherRevenueAmt |
| CY Other Revenue | $41,184 | CYOtherRevenueAmt |
| PY Total Revenue | $31,069,919 | PYTotalRevenueAmt |
| CY Total Revenue | $33,106,532 | CYTotalRevenueAmt |
| PY Grants And Similar Paid | $0 | PYGrantsAndSimilarPaidAmt |
| CY Grants And Similar Paid | $0 | CYGrantsAndSimilarPaidAmt |
| PY Benefits Paid To Members | $0 | PYBenefitsPaidToMembersAmt |
| CY Benefits Paid To Members | $0 | CYBenefitsPaidToMembersAmt |
| PY Salaries Comp Emp Bnft Paid | $20,095,661 | PYSalariesCompEmpBnftPaidAmt |
| CY Salaries Comp Emp Bnft Paid | $19,513,046 | CYSalariesCompEmpBnftPaidAmt |
| PY Total Prof Fndrsng Expns | $0 | PYTotalProfFndrsngExpnsAmt |
| CY Total Prof Fndrsng Expns | $0 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $174,294 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $18,729,709 | PYOtherExpensesAmt |
| CY Other Expenses | $19,265,357 | CYOtherExpensesAmt |
| PY Total Expenses | $38,825,370 | PYTotalExpensesAmt |
| CY Total Expenses | $38,778,403 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | -$7,755,451 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | -$5,671,871 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $105,192,732 | TotalAssetsBOYAmt |
| Total Assets EOY | $103,545,956 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $84,180,283 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $84,895,514 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | $21,012,449 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $18,650,442 | NetAssetsOrFundBalancesEOYAmt |
| Info In Schedule O Part III | Yes (X) | InfoInScheduleOPartIIIInd |
| 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. | MissionDesc |
| Significant New Program Srvc | 0 | SignificantNewProgramSrvcInd |
| Significant Change | 0 | SignificantChangeInd |
| Expense | $12,050,439 | ExpenseAmt |
| Revenue | $11,474,163 | RevenueAmt |
| Desc | 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. | Desc |
Prog Srvc Accom Acty2 ProgSrvcAccomActy2Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $6,553,910 | ExpenseAmt |
| Revenue | $5,481,076 | RevenueAmt |
| Desc | 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. | Desc |
Prog Srvc Accom Acty3 ProgSrvcAccomActy3Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $11,949,189 | ExpenseAmt |
| Revenue | $10,602,542 | RevenueAmt |
| Desc | 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. | Desc |
Prog Srvc Accom Acty Other ProgSrvcAccomActyOtherGrp (2 entries)
| ExpenseExpenseAmt | RevenueRevenueAmt | DescDesc |
|---|---|---|
| $4,738,612 | $4,000,224 | 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. |
| $589,617 | $674,919 | 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. |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Other Prog Srvc Expense | $5,328,229 | TotalOtherProgSrvcExpenseAmt |
| Total Other Prog Srvc Revenue | $4,675,143 | TotalOtherProgSrvcRevenueAmt |
| Total Program Service Expenses | $35,881,767 | TotalProgramServiceExpensesAmt |
| Described In Section501c3 | Yes (1) | DescribedInSection501c3Ind |
| Schedule B Required | Yes (1) | ScheduleBRequiredInd |
| Political Campaign Acty | 0 | PoliticalCampaignActyInd |
| Lobbying Activities | 0 | LobbyingActivitiesInd |
| Subject To Proxy Tax | 0 | SubjectToProxyTaxInd |
| Donor Advised Fund | 0 | DonorAdvisedFundInd |
| Conservation Easements | 0 | ConservationEasementsInd |
| Collections Of Art | 0 | CollectionsOfArtInd |
| Credit Counseling | Yes (1) | CreditCounselingInd |
| Donor Rstr Or Quasi Endowments | Yes (1) | DonorRstrOrQuasiEndowmentsInd |
| Report Land Building Equipment | Yes (1) | ReportLandBuildingEquipmentInd |
| Report Investments Other Sec | 0 | ReportInvestmentsOtherSecInd |
| Report Program Related Invst | 0 | ReportProgramRelatedInvstInd |
| Report Other Assets | Yes (1) | ReportOtherAssetsInd |
| Report Other Liabilities | Yes (1) | ReportOtherLiabilitiesInd |
| Include FIN48 Footnote | Yes (1) | IncludeFIN48FootnoteInd |
| Independent Audit Fincl Stmt | Yes (1) | IndependentAuditFinclStmtInd |
| Consolidated Audit Fincl Stmt | 0 | ConsolidatedAuditFinclStmtInd |
| School Operating | 0 | SchoolOperatingInd |
| Foreign Office | 0 | ForeignOfficeInd |
| Foreign Activities | 0 | ForeignActivitiesInd |
| More Than5000 K To Org | 0 | MoreThan5000KToOrgInd |
| More Than5000 K To Individuals | 0 | MoreThan5000KToIndividualsInd |
| Professional Fundraising | 0 | ProfessionalFundraisingInd |
| Fundraising Activities | 0 | FundraisingActivitiesInd |
| Gaming Activities | 0 | GamingActivitiesInd |
| Operate Hospital | 0 | OperateHospitalInd |
| Grants To Organizations | 0 | GrantsToOrganizationsInd |
| Grants To Individuals | 0 | GrantsToIndividualsInd |
| Schedule J Required | Yes (1) | ScheduleJRequiredInd |
| Tax Exempt Bonds | Yes (1) | TaxExemptBondsInd |
| Invest Tax Exempt Bonds | 0 | InvestTaxExemptBondsInd |
| Escrow Account | 0 | EscrowAccountInd |
| On Behalf Of Issuer | 0 | OnBehalfOfIssuerInd |
| Engaged In Excess Benefit Trans | 0 | EngagedInExcessBenefitTransInd |
| PY Excess Benefit Trans | 0 | PYExcessBenefitTransInd |
| Loan Outstanding | 0 | LoanOutstandingInd |
| Grant To Related Person | 0 | GrantToRelatedPersonInd |
| Business Rln With Org Mem | 0 | BusinessRlnWithOrgMemInd |
| Business Rln With Fam Mem | 0 | BusinessRlnWithFamMemInd |
| Business Rln With35 Ctrl Ent | 0 | BusinessRlnWith35CtrlEntInd |
| Deductible Non Cash Contri | 0 | DeductibleNonCashContriInd |
| Deductible Art Contribution | 0 | DeductibleArtContributionInd |
| Terminate Operations | 0 | TerminateOperationsInd |
| Partial Liquidation | 0 | PartialLiquidationInd |
| Disregarded Entity | 0 | DisregardedEntityInd |
| Related Entity | Yes (1) | RelatedEntityInd |
| Related Organization Ctrl Ent | Yes (1) | RelatedOrganizationCtrlEntInd |
| Transaction With Control Ent | 0 | TransactionWithControlEntInd |
| Trnsfr Exmpt Non Chrtbl Rltd Org | 0 | TrnsfrExmptNonChrtblRltdOrgInd |
| Activities Conducted Prtshp | 0 | ActivitiesConductedPrtshpInd |
| Schedule O Required | Yes (1) | ScheduleORequiredInd |
| IRP Document | 116 | IRPDocumentCnt |
| IRP Document W2 G | 0 | IRPDocumentW2GCnt |
| Backup Wthld Compliance | Yes (1) | BackupWthldComplianceInd |
| Employee | 471 | EmployeeCnt |
| Employment Tax Returns Filed | Yes (1) | EmploymentTaxReturnsFiledInd |
| Unrelated Bus Incm Over Limit | 0 | UnrelatedBusIncmOverLimitInd |
| Foreign Financial Account | 0 | ForeignFinancialAccountInd |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTransInd |
| Taxable Party Notification | 0 | TaxablePartyNotificationInd |
| Nondeductible Contributions | 0 | NondeductibleContributionsInd |
| Quid Pro Quo Contributions | 0 | QuidProQuoContributionsInd |
| Form8282 Property Disposed Of | 0 | Form8282PropertyDisposedOfInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | 0 | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | 0 | PayPremiumsPrsnlBnftCntrctInd |
| Indoor Tanning Services | 0 | IndoorTanningServicesInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | 0 | SubjToTaxRmnrtnExPrchtPymtInd |
| Subject To Excs Tax Net Invst Inc | 0 | SubjectToExcsTaxNetInvstIncInd |
| Info In Schedule O Part VI | Yes (X) | InfoInScheduleOPartVIInd |
| Governing Body Voting Members | 8 | GoverningBodyVotingMembersCnt |
| Independent Voting Member | 8 | IndependentVotingMemberCnt |
| Family Or Business Rln | 0 | FamilyOrBusinessRlnInd |
| Delegation Of Mgmt Duties | 0 | DelegationOfMgmtDutiesInd |
| Change To Org Documents | 0 | ChangeToOrgDocumentsInd |
| Material Diversion Or Misuse | 0 | MaterialDiversionOrMisuseInd |
| Members Or Stockholders | Yes (1) | MembersOrStockholdersInd |
| Election Of Board Members | Yes (1) | ElectionOfBoardMembersInd |
| Decisions Subject To Approva | 0 | DecisionsSubjectToApprovaInd |
| Minutes Of Governing Body | Yes (1) | MinutesOfGoverningBodyInd |
| Minutes Of Committees | Yes (1) | MinutesOfCommitteesInd |
| Officer Mailing Address | 0 | OfficerMailingAddressInd |
| Local Chapters | 0 | LocalChaptersInd |
| Form990 Provided To Gvrn Body | Yes (1) | Form990ProvidedToGvrnBodyInd |
| Conflict Of Interest Policy | Yes (1) | ConflictOfInterestPolicyInd |
| Annual Disclosure Covered Prsn | Yes (1) | AnnualDisclosureCoveredPrsnInd |
| Regular Monitoring Enfrc | Yes (1) | RegularMonitoringEnfrcInd |
| Whistleblower Policy | Yes (1) | WhistleblowerPolicyInd |
| Document Retention Policy | Yes (1) | DocumentRetentionPolicyInd |
| Compensation Process CEO | Yes (1) | CompensationProcessCEOInd |
| Compensation Process Other | Yes (1) | CompensationProcessOtherInd |
| Investment In Joint Venture | 0 | InvestmentInJointVentureInd |
| Other Website | Yes (X) | OtherWebsiteInd |
| Upon Request | Yes (X) | UponRequestInd |
Books In Care Of Detail BooksInCareOfDetail
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | PAULA DEPINTO | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 8606583700 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 75 GREAT POND ROAD | AddressLine1Txt |
| City | SIMSBURY | CityNm |
| State Abbreviation | CT | StateAbbreviationCd |
| ZIP | 06070 | ZIPCd |
Form990 Part VII Section A Form990PartVIISectionAGrp (15 entries)
| TitleTitleTxt | Average Hours Per WeekAverageHoursPerWeekRt | Average Hours Per Week Rltd OrgAverageHoursPerWeekRltdOrgRt | Individual Trustee Or DirectorIndividualTrusteeOrDirectorInd | Reportable Comp From OrgReportableCompFromOrgAmt | Reportable Comp From Rltd OrgReportableCompFromRltdOrgAmt | Other CompensationOtherCompensationAmt | OfficerOfficerInd | Highest Compensated EmployeeHighestCompensatedEmployeeInd |
|---|---|---|---|---|---|---|---|---|
| DENIS HORRIGAN | ||||||||
| TRUSTEE | 2.00 | 2.50 | Yes (X) | $0 | $0 | $0 | ||
| JAMES COX-CHAPMAN | ||||||||
| TRUSTEE | 2.00 | 2.00 | Yes (X) | $0 | $0 | $0 | ||
| JARED GRISE | ||||||||
| TRUSTEE | 3.00 | 3.00 | Yes (X) | $0 | $0 | $0 | ||
| KATHLEEN ALSGAARD | ||||||||
| TRUSTEE | 2.00 | 2.50 | Yes (X) | $0 | $0 | $0 | ||
| LINDA SCHOFIELD | ||||||||
| TRUSTEE | 2.00 | 3.50 | Yes (X) | $0 | $0 | $0 | ||
| MARK WETZEL | ||||||||
| TRUSTEE | 2.00 | 3.00 | Yes (X) | $0 | $0 | $0 | ||
| MICHAEL PAINE | ||||||||
| CHAIRPERSON | 4.00 | 4.00 | Yes (X) | $0 | $0 | $0 | Yes (X) | |
| PHILIP SCHULZ | ||||||||
| TRUSTEE | 3.00 | 2.50 | Yes (X) | $0 | $0 | $0 | ||
| CAROL BARNO | ||||||||
| VP OF FINANCE AND CFO | 37.00 | 3.00 | $243,937 | $0 | $28,710 | Yes (X) | ||
| LISA CLARK | ||||||||
| PRESIDENT | 38.00 | 2.00 | $324,090 | $0 | $49,166 | Yes (X) | ||
| ANNE ROLFE | ||||||||
| ADMINISTRATOR | 40.00 | 0.00 | $166,602 | $0 | $28,775 | Yes (X) | ||
| AURORA VITUG | ||||||||
| RN SUPERVISOR | 40.00 | 0.00 | $217,717 | $0 | $27,901 | Yes (X) | ||
| BONNIE KU | ||||||||
| VP OF HUMAN RESOURCES | 40.00 | 0.00 | $202,358 | $0 | $25,808 | Yes (X) | ||
| CARLENE RHEA | ||||||||
| VP OF COMMUNITY LIFE | 40.00 | 0.00 | $172,845 | $0 | $22,351 | Yes (X) | ||
| JAMESON LUKASIEWICZ | ||||||||
| VP OF SALES | 40.00 | 0.00 | $169,773 | $0 | $30,920 | Yes (X) | ||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | $1,497,322 | TotalReportableCompFromOrgAmt |
| Tot Reportable Comp Rltd Org | $0 | TotReportableCompRltdOrgAmt |
| Total Other Compensation | $213,631 | TotalOtherCompensationAmt |
| Indiv Rcvd Greater Than100 K | 29 | IndivRcvdGreaterThan100KCnt |
| Former Ofcr Employees Listed | 0 | FormerOfcrEmployeesListedInd |
| Total Comp Greater Than150 K | Yes (1) | TotalCompGreaterThan150KInd |
| Compensation From Other Srcs | 0 | CompensationFromOtherSrcsInd |
Contractor Compensation ContractorCompensationGrp (5 entries)
| Address Line1ContractorAddress/USAddress/AddressLine1Txt | CityContractorAddress/USAddress/CityNm | State AbbreviationContractorAddress/USAddress/StateAbbreviationCd | ZIPContractorAddress/USAddress/ZIPCd | ServicesServicesDesc | CompensationCompensationAmt |
|---|---|---|---|---|---|
| SODEXO INC & AFFILIATES | |||||
| PO BOX 81049 | WOBURN | MA | 018131049 | MANAGEMENT OF FOOD SERVICES | $3,121,807 |
| COMPASS MSP LLC | |||||
| PO BOX 844769 | BOSTON | MA | 022844769 | IT SERVICES | $391,801 |
| CHIEF OF STAFF LLC | |||||
| 655 WINDING BROOK DRIVE | GLASTONBURY | CT | 06033 | CONTRACTED DINING PERSONEL | $257,870 |
| ELDER CREW LLC | |||||
| 123 FARMINGTON AVE | BRISTOL | CT | 06010 | CONTRACTED CLINICAL PERSONEL | $253,195 |
| INTELYCARE INC | |||||
| PO BOX 787317 | PHILADELPHIA | PA | 191787317 | CONTRACTED CLINICAL PERSONEL | $228,317 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cntrct Rcvd Greater Than100 K | 9 | CntrctRcvdGreaterThan100KCnt |
| Related Organizations | $500,000 | RelatedOrganizationsAmt |
| Government Grants | $7,000 | GovernmentGrantsAmt |
| All Other Contributions | $278,993 | AllOtherContributionsAmt |
| Total Contributions | $785,993 | TotalContributionsAmt |
Program Service Revenue ProgramServiceRevenueGrp (4 entries)
| DescDesc | BusinessBusinessCd | Total Revenue ColumnTotalRevenueColumnAmt | Related Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmt |
|---|---|---|---|
| SKILLED NURSING | 623000 | $11,474,163 | $11,474,163 |
| INDEPENDENT LIVING | 623990 | $10,602,542 | $10,602,542 |
| ASSISTED LIVING | 623990 | $5,481,076 | $5,481,076 |
| HOME CARE & HOSPICE | 621610 | $4,000,224 | $4,000,224 |
Total Oth Program Service Rev TotalOthProgramServiceRevGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $674,919 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $674,919 | RelatedOrExemptFuncIncomeAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | $32,232,924 | TotalProgramServiceRevenueAmt |
Investment Income InvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $453,565 | TotalRevenueColumnAmt |
| Exclusion | $453,565 | ExclusionAmt |
Incm From Invest Bond Proceeds IncmFromInvestBondProceedsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $236,683 | TotalRevenueColumnAmt |
| Exclusion | $236,683 | ExclusionAmt |
Gross Rents GrossRentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | $11,175 | RealAmt |
Less Rental Expenses LessRentalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | $0 | RealAmt |
Rental Income Or Loss RentalIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | $11,175 | RealAmt |
Net Rental Income Or Loss NetRentalIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $11,175 | TotalRevenueColumnAmt |
| Exclusion | $11,175 | ExclusionAmt |
Gross Amount Sales Assets GrossAmountSalesAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $5,390,791 | SecuritiesAmt |
Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $6,034,608 | SecuritiesAmt |
Gain Or Loss GainOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | -$643,817 | SecuritiesAmt |
Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | -$643,817 | TotalRevenueColumnAmt |
| Exclusion | -$643,817 | ExclusionAmt |
Other Revenue Misc OtherRevenueMiscGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | MISCELLANEOUS INCOME | Desc |
| Business | 900099 | BusinessCd |
| Total Revenue Column | $30,009 | TotalRevenueColumnAmt |
| Exclusion | $30,009 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Revenue Total | $30,009 | OtherRevenueTotalAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $33,106,532 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $32,232,924 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $0 | UnrelatedBusinessRevenueAmt |
| Exclusion | $87,615 | ExclusionAmt |
Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $976,019 | TotalAmt |
| Program Services | $192,227 | ProgramServicesAmt |
| Management And General | $783,299 | ManagementAndGeneralAmt |
| Fundraising | $493 | FundraisingAmt |
Other Salaries And Wages OtherSalariesAndWagesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $14,862,317 | TotalAmt |
| Program Services | $14,044,406 | ProgramServicesAmt |
| Management And General | $722,487 | ManagementAndGeneralAmt |
| Fundraising | $95,424 | FundraisingAmt |
Pension Plan Contributions PensionPlanContributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $999,370 | TotalAmt |
| Program Services | $898,306 | ProgramServicesAmt |
| Management And General | $95,012 | ManagementAndGeneralAmt |
| Fundraising | $6,052 | FundraisingAmt |
Other Employee Benefits OtherEmployeeBenefitsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,515,051 | TotalAmt |
| Program Services | $1,361,837 | ProgramServicesAmt |
| Management And General | $144,039 | ManagementAndGeneralAmt |
| Fundraising | $9,175 | FundraisingAmt |
Payroll Taxes PayrollTaxesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,160,289 | TotalAmt |
| Program Services | $1,042,951 | ProgramServicesAmt |
| Management And General | $110,311 | ManagementAndGeneralAmt |
| Fundraising | $7,027 | FundraisingAmt |
Fees For Services Legal FeesForServicesLegalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $26,880 | TotalAmt |
| Program Services | $20,965 | ProgramServicesAmt |
| Management And General | $5,910 | ManagementAndGeneralAmt |
| Fundraising | $5 | FundraisingAmt |
Fees For Services Accounting FeesForServicesAccountingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $93,335 | TotalAmt |
| Management And General | $93,335 | ManagementAndGeneralAmt |
Fees For Services Other FeesForServicesOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $3,502,500 | TotalAmt |
| Program Services | $3,488,974 | ProgramServicesAmt |
| Management And General | $12,596 | ManagementAndGeneralAmt |
| Fundraising | $930 | FundraisingAmt |
Advertising AdvertisingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $442,630 | TotalAmt |
| Program Services | $333,689 | ProgramServicesAmt |
| Management And General | $108,730 | ManagementAndGeneralAmt |
| Fundraising | $211 | FundraisingAmt |
Office Expenses OfficeExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $92,537 | TotalAmt |
| Program Services | $37,676 | ProgramServicesAmt |
| Management And General | $52,257 | ManagementAndGeneralAmt |
| Fundraising | $2,604 | FundraisingAmt |
Information Technology InformationTechnologyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $561,112 | TotalAmt |
| Program Services | $396,536 | ProgramServicesAmt |
| Management And General | $154,694 | ManagementAndGeneralAmt |
| Fundraising | $9,882 | FundraisingAmt |
Occupancy OccupancyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $3,388,400 | TotalAmt |
| Program Services | $3,307,169 | ProgramServicesAmt |
| Management And General | $72,363 | ManagementAndGeneralAmt |
| Fundraising | $8,868 | FundraisingAmt |
Travel TravelGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $78,680 | TotalAmt |
| Program Services | $70,747 | ProgramServicesAmt |
| Management And General | $7,889 | ManagementAndGeneralAmt |
| Fundraising | $44 | FundraisingAmt |
Conferences Meetings ConferencesMeetingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $17,898 | TotalAmt |
| Program Services | $7,203 | ProgramServicesAmt |
| Management And General | $10,415 | ManagementAndGeneralAmt |
| Fundraising | $280 | FundraisingAmt |
Interest InterestGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $2,520,000 | TotalAmt |
| Program Services | $2,520,000 | ProgramServicesAmt |
Depreciation Depletion DepreciationDepletionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $4,821,152 | TotalAmt |
| Program Services | $4,753,385 | ProgramServicesAmt |
| Management And General | $59,745 | ManagementAndGeneralAmt |
| Fundraising | $8,022 | FundraisingAmt |
Insurance InsuranceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $333,861 | TotalAmt |
| Program Services | $104,909 | ProgramServicesAmt |
| Management And General | $228,952 | ManagementAndGeneralAmt |
Other Expenses OtherExpensesGrp (4 entries)
| DescDesc | TotalTotalAmt | Program ServicesProgramServicesAmt | Management And GeneralManagementAndGeneralAmt | FundraisingFundraisingAmt |
|---|---|---|---|---|
| DINING FOOD AND SUPPLY | $2,178,987 | $2,178,987 | ||
| MEDICAL SUPPLIES & EQUI | $494,789 | $476,761 | $17,936 | $92 |
| PROVIDER TAX | $412,005 | $412,005 | ||
| BAD DEBTS | $121,727 | $121,727 |
All Other Expenses AllOtherExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $178,864 | TotalAmt |
| Program Services | $111,307 | ProgramServicesAmt |
| Management And General | $42,372 | ManagementAndGeneralAmt |
| Fundraising | $25,185 | FundraisingAmt |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $38,778,403 | TotalAmt |
| Program Services | $35,881,767 | ProgramServicesAmt |
| Management And General | $2,722,342 | ManagementAndGeneralAmt |
| Fundraising | $174,294 | FundraisingAmt |
Cash Non Interest Bearing CashNonInterestBearingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $2,387,140 | BOYAmt |
| EOY | $1,844,901 | EOYAmt |
Accounts Receivable AccountsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,651,378 | BOYAmt |
| EOY | $1,521,986 | EOYAmt |
Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $705,643 | BOYAmt |
| EOY | $613,183 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Bldg Equip Cost Or Other Bss | $122,088,035 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $44,661,977 | LandBldgEquipAccumDeprecAmt |
Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $80,432,671 | BOYAmt |
| EOY | $77,426,058 | EOYAmt |
Investments Pub Traded Sec InvestmentsPubTradedSecGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $13,991,698 | BOYAmt |
| EOY | $15,968,768 | EOYAmt |
Other Assets Total OtherAssetsTotalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $6,024,202 | BOYAmt |
| EOY | $6,171,060 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $105,192,732 | BOYAmt |
| EOY | $103,545,956 | EOYAmt |
Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $3,711,838 | BOYAmt |
| EOY | $3,942,181 | EOYAmt |
Deferred Revenue DeferredRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $16,880,920 | BOYAmt |
| EOY | $16,435,055 | EOYAmt |
Tax Exempt Bond Liabilities TaxExemptBondLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $51,191,244 | BOYAmt |
| EOY | $51,181,301 | EOYAmt |
Escrow Account Liability EscrowAccountLiabilityGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $757,368 | BOYAmt |
| EOY | $256,073 | EOYAmt |
Other Liabilities OtherLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $11,638,913 | BOYAmt |
| EOY | $13,080,904 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $84,180,283 | BOYAmt |
| EOY | $84,895,514 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization Follows FASB117 | Yes (X) | OrganizationFollowsFASB117Ind |
No Donor Restriction Net Assets NoDonorRestrictionNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $13,820,133 | BOYAmt |
| EOY | $10,494,330 | EOYAmt |
Donor Restriction Net Assets DonorRestrictionNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $7,192,316 | BOYAmt |
| EOY | $8,156,112 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $21,012,449 | BOYAmt |
| EOY | $18,650,442 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $105,192,732 | BOYAmt |
| EOY | $103,545,956 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part XI | Yes (X) | InfoInScheduleOPartXIInd |
| Reconcilation Revenue Expnss | -$5,671,871 | ReconcilationRevenueExpnssAmt |
| Net Unrlzd Gains Losses Invst | $3,158,896 | NetUnrlzdGainsLossesInvstAmt |
| Other Changes In Net Assets | $150,968 | OtherChangesInNetAssetsAmt |
| Info In Schedule O Part XII | Yes (X) | InfoInScheduleOPartXIIInd |
| Method Of Accounting Accrual | Yes (X) | MethodOfAccountingAccrualInd |
| Accountant Compile Or Review | 0 | AccountantCompileOrReviewInd |
| FS Audited | Yes (1) | FSAuditedInd |
FS Audited Basis FSAuditedBasisGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Separate Basis Fincl Stmt | Yes (X) | SeparateBasisFinclStmtInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Audit Committee | Yes (1) | AuditCommitteeInd |
| Federal Grant Audit Required | 0 | FederalGrantAuditRequiredInd |
Schedule A IRS990ScheduleA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Publicly Supported Org509a2 | Yes (X) | PubliclySupportedOrg509a2Ind |
Gifts Grants Contris Rcvd509 GiftsGrantsContrisRcvd509Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $465,715 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $2,383,448 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $1,614,666 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $770,148 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $785,993 | CurrentTaxYearAmt |
| Total | $6,019,970 | TotalAmt |
Gross Receipts Admissions GrossReceiptsAdmissionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $27,950,070 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $25,255,238 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $26,552,112 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $29,307,646 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $32,232,924 | CurrentTaxYearAmt |
| Total | $141,297,990 | TotalAmt |
Total509 Total509Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $28,415,785 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $27,638,686 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $28,166,778 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $30,077,794 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $33,018,917 | CurrentTaxYearAmt |
| Total | $147,317,960 | TotalAmt |
Amounts Rcvd Dsqlfy Person AmountsRcvdDsqlfyPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $264,000 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $334,000 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $334,000 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $334,000 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $500,000 | CurrentTaxYearAmt |
| Total | $1,766,000 | TotalAmt |
Substantial Contributors Amt SubstantialContributorsAmtGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Subst And Dsqlfy Prsns Tot SubstAndDsqlfyPrsnsTotGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $264,000 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $334,000 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $334,000 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $334,000 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $500,000 | CurrentTaxYearAmt |
| Total | $1,766,000 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Support Total509 | $145,551,960 | PublicSupportTotal509Amt |
Gross Investment Income509 GrossInvestmentIncome509Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $332,372 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $708,395 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $355,729 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $732,908 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $701,423 | CurrentTaxYearAmt |
| Total | $2,830,827 | TotalAmt |
Investment Income And UBTI InvestmentIncomeAndUBTIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $332,372 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $708,395 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $355,729 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $732,908 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $701,423 | CurrentTaxYearAmt |
| Total | $2,830,827 | TotalAmt |
Other Income509 OtherIncome509Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus1 Year | $259,217 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $30,009 | CurrentTaxYearAmt |
| Total | $289,226 | TotalAmt |
Total Support Calendar Year TotalSupportCalendarYearGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $28,748,157 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $28,347,081 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $28,522,507 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $31,069,919 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $33,750,349 | CurrentTaxYearAmt |
| Total | $150,438,013 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Support CY509 | 0.96750 | PublicSupportCY509Pct |
| Public Support PY509 | 0.97030 | PublicSupportPY509Pct |
| Investment Income CY | 0.01880 | InvestmentIncomeCYPct |
| Investment Income PY | 0.01660 | InvestmentIncomePYPct |
| Thirty Thr Pct Suprt Tests CY509 | Yes (X) | ThirtyThrPctSuprtTestsCY509Ind |
Form990 Schedule A Part VI Form990ScheduleAPartVIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | SCHEDULE A, PART III, LINE 12, EXPLANATION OF OTHER INCOME: | FormAndLineReferenceDesc |
| Explanation | INSURANCE REIMBURSEMENT - 2022 AMOUNT: $ 221,556. OTHER INCOME - 2022 AMOUNT: $ 37,661. 2023 AMOUNT: $ 30,009. | ExplanationTxt |
Schedule B IRS990ScheduleB
Contributor Information ContributorInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | RESTRICTED | ContributorNum |
Contributor Business Name ContributorBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | RESTRICTED | BusinessNameLine1 |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | RESTRICTED | AddressLine1 |
| Address Line2 | RESTRICTED | AddressLine2 |
| City | RESTRICTED | City |
| State | RESTRICTED | State |
| ZIP Code | RESTRICTED | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | RESTRICTED | TotalContributionsAmt |
Schedule D IRS990ScheduleD
| Field | Value | IRS element (for citing) |
|---|---|---|
| Agent Trustee Etc | 0 | AgentTrusteeEtcInd |
| Incl Escrow Custodial Acct Liab | Yes (1) | InclEscrowCustodialAcctLiabInd |
| Explanation Provided | Yes (X) | ExplanationProvidedInd |
CY Endwmt Fund CYEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $4,589,230 | BeginningYearBalanceAmt |
| Contributions | $21,150 | ContributionsAmt |
| Investment Earnings Or Losses | $1,197,287 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $12,710 | OtherExpendituresAmt |
| End Year Balance | $5,794,957 | EndYearBalanceAmt |
CY Minus1 Yr Endwmt Fund CYMinus1YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $3,985,083 | BeginningYearBalanceAmt |
| Contributions | $34,050 | ContributionsAmt |
| Investment Earnings Or Losses | $594,187 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $24,090 | OtherExpendituresAmt |
| End Year Balance | $4,589,230 | EndYearBalanceAmt |
CY Minus2 Yr Endwmt Fund CYMinus2YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $4,890,903 | BeginningYearBalanceAmt |
| Contributions | $28,950 | ContributionsAmt |
| Investment Earnings Or Losses | -$934,770 | InvestmentEarningsOrLossesAmt |
| End Year Balance | $3,985,083 | EndYearBalanceAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Board Designated Balance EOY | 0.00000 | BoardDesignatedBalanceEOYPct |
| Prmnnt Endowment Balance EOY | 1.00000 | PrmnntEndowmentBalanceEOYPct |
| Term Endowment Balance EOY | 0.00000 | TermEndowmentBalanceEOYPct |
| Endowments Held Unrelated Org | 0 | EndowmentsHeldUnrelatedOrgInd |
| Endowments Held Related Org | 0 | EndowmentsHeldRelatedOrgInd |
Land LandGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $29,950 | OtherCostOrOtherBasisAmt |
| Book Value | $29,950 | BookValueAmt |
Buildings BuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $100,814,644 | OtherCostOrOtherBasisAmt |
| Depreciation | $30,352,851 | DepreciationAmt |
| Book Value | $70,461,793 | BookValueAmt |
Equipment EquipmentGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $21,129,192 | OtherCostOrOtherBasisAmt |
| Depreciation | $14,309,126 | DepreciationAmt |
| Book Value | $6,820,066 | BookValueAmt |
Other Land Buildings OtherLandBuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $114,249 | OtherCostOrOtherBasisAmt |
| Book Value | $114,249 | BookValueAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Land Buildings | $77,426,058 | TotalBookValueLandBuildingsAmt |
Other Assets Org OtherAssetsOrgGrp (2 entries)
| DescDesc | Book ValueBookValueAmt |
|---|---|
| CHARITABLE REMAINDER TRUST, NET | $910,320 |
| ASSETS WHOSE USE IS LIMITED | $5,260,740 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Other Assets | $6,171,060 | TotalBookValueOtherAssetsAmt |
Other Liabilities Org OtherLiabilitiesOrgGrp (3 entries)
| DescDesc | AmtAmt |
|---|---|
| DUE TO RELATED PARTY | $227,564 |
| REFUNDABLE ENTRANCE FEES | $12,796,770 |
| OTHER LIABILITIES | $56,570 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Liability | $13,080,904 | TotalLiabilityAmt |
| Footnote Text | Yes (X) | FootnoteTextInd |
| Total Rev Etc Audited Fincl Stmt | $36,416,396 | TotalRevEtcAuditedFinclStmtAmt |
| Net Unrealized Gains Invst | $3,158,896 | NetUnrealizedGainsInvstAmt |
| Other Revenue | $150,968 | OtherRevenueAmt |
| Revenue Not Reported | $3,309,864 | RevenueNotReportedAmt |
| Revenue Subtotal | $33,106,532 | RevenueSubtotalAmt |
| Revenue Not Reported Fincl Stmt | $0 | RevenueNotReportedFinclStmtAmt |
| Total Revenue Per Form990 | $33,106,532 | TotalRevenuePerForm990Amt |
| Tot Expns Etc Audited Fincl Stmt | $38,778,403 | TotExpnsEtcAuditedFinclStmtAmt |
| Expenses Not Reported | $0 | ExpensesNotReportedAmt |
| Expenses Subtotal | $38,778,403 | ExpensesSubtotalAmt |
| Expenses Not Rpt Fincl Stmt | $0 | ExpensesNotRptFinclStmtAmt |
| Total Expenses Per Form990 | $38,778,403 | TotalExpensesPerForm990Amt |
Supplemental Information Detail SupplementalInformationDetail (4 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| PART IV, LINE 2B: | DEPOSITS AND RESIDENT PERSONAL FUNDS HELD BY THE ORGANIZATION. |
| PART V, LINE 4: | THE PRIMARY LONG-TERM MANAGEMENT OBJECTIVE FOR THE ORGANIZATION'S ENDOWMENT FUNDS IS TO MAINTAIN THE PERMANENT NATURE OF EACH ENDOWMENT FUND, WHILE PROVIDING A PREDICTABLE, STABLE, AND CONSTANT STREAM OF EARNINGS. CONSISTENT WITH THAT OBJECTIVE, THE PRIMARY INVESTMENT GOAL IS TO EARN ANNUAL INTEREST AND DIVIDENDS. |
| PART X, LINE 2: | THE FOLLOWING IS AN EXCERPT FROM NOTE 2 OF THE AUDITED FINANCIAL STATEMENTS: MCLEAN AFFILIATES, INC. IS A NONPROFIT CORPORATION DESCRIBED IN SECTION 501(C)(3) OF THE INTERNAL REVENUE CODE (THE IRC) AND IS EXEMPT FROM FEDERAL INCOME TAXES PURSUANT TO SECTION 501(A) OF THE IRC. THE ORGANIZATION ACCOUNTS FOR UNCERTAINTY IN INCOME TAX POSITIONS BY APPLYING A RECOGNITION THRESHOLD AND MEASUREMENT ATTRIBUTE FOR FINANCIAL STATEMENT RECOGNITION AND MEASUREMENT OF A TAX POSITION TAKEN OR EXPECTED TO BE TAKEN IN A TAX RETURN. MANAGEMENT HAS ANALYZED THE TAX POSITIONS TAKEN AND HAS CONCLUDED THAT AS OF SEPTEMBER 30, 2024 AND 2023, THERE ARE NO TAX POSITIONS TAKEN OR EXPECTED TO BE TAKEN THAT WOULD REQUIRE RECOGNITION OF A LIABILITY (OR ASSET) OR DISCLOSURE IN THE FINANCIAL STATEMENTS. THE ORGANIZATION IS SUBJECT TO ROUTINE AUDITS BY TAXING JURISDICTIONS; HOWEVER, THERE ARE CURRENTLY NO AUDITS FOR ANY TAX PERIODS PENDING OR IN PROGRESS. |
| PART XI, LINE 2D - OTHER ADJUSTMENTS: | CHANGE IN VALUE OF CHARITABLE REMAINDER TRUST 110,882. BOND PREMIUM AMORTIZATION 40,086. |
Schedule J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| Club Dues Or Fees | Yes (X) | ClubDuesOrFeesInd |
| Written Policy Ref T And E Expnss | Yes (1) | WrittenPolicyRefTAndEExpnssInd |
| Substantiation Required | Yes (1) | SubstantiationRequiredInd |
| Compensation Committee | Yes (X) | CompensationCommitteeInd |
| Independent Consultant | Yes (X) | IndependentConsultantInd |
| Compensation Survey | Yes (X) | CompensationSurveyInd |
| Board Or Committee Approval | Yes (X) | BoardOrCommitteeApprovalInd |
| Severance Payment | 0 | SeverancePaymentInd |
| Supplemental Nonqual Rtr Plan | 0 | SupplementalNonqualRtrPlanInd |
| Equity Based Comp Arrngm | 0 | EquityBasedCompArrngmInd |
| Comp Based On Revenue Of Flng Org | 0 | CompBasedOnRevenueOfFlngOrgInd |
| Comp Bsd On Rev Related Orgs | 0 | CompBsdOnRevRelatedOrgsInd |
| Comp Bsd Net Earns Flng Org | 0 | CompBsdNetEarnsFlngOrgInd |
| Comp Bsd Net Earns Rltd Orgs | 0 | CompBsdNetEarnsRltdOrgsInd |
| Any Non Fixed Payments | Yes (1) | AnyNonFixedPaymentsInd |
| Initial Contract Exception | 0 | InitialContractExceptionInd |
Rltd Org Officer Trst Key Empl RltdOrgOfficerTrstKeyEmplGrp (7 entries)
| TitleTitleTxt | Base Compensation Filing OrgBaseCompensationFilingOrgAmt | Compensation Based On Rltd OrgsCompensationBasedOnRltdOrgsAmt | Bonus Filing OrganizationBonusFilingOrganizationAmount | Bonus Related OrganizationsBonusRelatedOrganizationsAmt | Other Compensation Filing OrgOtherCompensationFilingOrgAmt | Other Compensation Rltd OrgsOtherCompensationRltdOrgsAmt | Deferred Compensation Flng OrgDeferredCompensationFlngOrgAmt | Deferred Comp Rltd OrgsDeferredCompRltdOrgsAmt | Nontaxable Benefits Filing OrgNontaxableBenefitsFilingOrgAmt | Nontaxable Benefits Rltd OrgsNontaxableBenefitsRltdOrgsAmt | Total Compensation Filing OrgTotalCompensationFilingOrgAmt | Total Compensation Rltd OrgsTotalCompensationRltdOrgsAmt | Comp Report Prior990 Filing OrgCompReportPrior990FilingOrgAmt | Comp Report Prior990 Rltd OrgsCompReportPrior990RltdOrgsAmt |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| LISA CLARK | ||||||||||||||
| PRESIDENT | $294,818 | $0 | $29,272 | $0 | $0 | $0 | $35,079 | $0 | $14,087 | $0 | $373,256 | $0 | $0 | $0 |
| CAROL BARNO | ||||||||||||||
| VP OF FINANCE AND CFO | $221,904 | $0 | $22,033 | $0 | $0 | $0 | $25,781 | $0 | $2,929 | $0 | $272,647 | $0 | $0 | $0 |
| AURORA VITUG | ||||||||||||||
| RN SUPERVISOR | $213,983 | $0 | $3,734 | $0 | $0 | $0 | $22,739 | $0 | $5,162 | $0 | $245,618 | $0 | $0 | $0 |
| BONNIE KU | ||||||||||||||
| VP OF HUMAN RESOURCES | $184,086 | $0 | $18,272 | $0 | $0 | $0 | $20,958 | $0 | $4,850 | $0 | $228,166 | $0 | $0 | $0 |
| JAMESON LUKASIEWICZ | ||||||||||||||
| VP OF SALES | $154,443 | $0 | $15,330 | $0 | $0 | $0 | $17,178 | $0 | $13,742 | $0 | $200,693 | $0 | $0 | $0 |
| ANNE ROLFE | ||||||||||||||
| ADMINISTRATOR | $157,238 | $0 | $9,364 | $0 | $0 | $0 | $16,810 | $0 | $11,965 | $0 | $195,377 | $0 | $0 | $0 |
| CARLENE RHEA | ||||||||||||||
| VP OF COMMUNITY LIFE | $157,238 | $0 | $15,607 | $0 | $0 | $0 | $17,534 | $0 | $4,817 | $0 | $195,196 | $0 | $0 | $0 |
Supplemental Information Detail SupplementalInformationDetail (3 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| 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. |
Schedule K IRS990ScheduleK
Tax Exempt Bonds Issues TaxExemptBondsIssuesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bond Reference | A | BondReferenceCd |
Issuer Name IssuerName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | STATE OF CONNECTICUT HEALTH AND EDUCATIONAL FACILITIES AUTHORITY | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bond Issuer EIN | 060806186 | BondIssuerEIN |
| CUSIP | NONEAVAIL | CUSIPNum |
| Bond Issued | 2020-07-30 | BondIssuedDt |
| Issue Price | $66,773,027 | IssuePriceAmt |
| Purpose | TO CONSTRUCT NEW FACILITIES | PurposeDesc |
| Defeased | 0 | DefeasedInd |
| On Behalf Of Issuer | 0 | OnBehalfOfIssuerInd |
| Pool Financing | 0 | PoolFinancingInd |
Tax Exempt Bonds Proceeds TaxExemptBondsProceedsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bond Reference | A | BondReferenceCd |
| Retired | $14,025,000 | RetiredAmt |
| Total Proceeds | $66,896,047 | TotalProceedsAmt |
| In Reserve Fund | $3,630,063 | InReserveFundAmt |
| Issuance Costs From Proceeds | $1,300,164 | IssuanceCostsFromProceedsAmt |
| Capital Expenditures | $55,033,510 | CapitalExpendituresAmt |
| Other Spent Proceeds | $6,932,310 | OtherSpentProceedsAmt |
| Substantial Completion | 2022 | SubstantialCompletionYr |
| Refunding Tax Exempt Bonds | 0 | RefundingTaxExemptBondsInd |
| Refunding Taxable Bonds | 0 | RefundingTaxableBondsInd |
| Final Allocation Made | Yes (1) | FinalAllocationMadeInd |
| Adequate Books And Rec Maint | Yes (1) | AdequateBooksAndRecMaintInd |
Tax Exempt Bonds Private Bus Use TaxExemptBondsPrivateBusUseGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bond Reference | A | BondReferenceCd |
| Owning Bond Financed Property | 0 | OwningBondFinancedPropertyInd |
| Any Lease Arrangements | 0 | AnyLeaseArrangementsInd |
| Mgmt Contract Bond Fincd Prop | Yes (1) | MgmtContractBondFincdPropInd |
| Engage Bond Counsel Contracts | Yes (1) | EngageBondCounselContractsInd |
| Any Research Agreements | 0 | AnyResearchAgreementsInd |
| Bond Iss Meet Prvt Sec Pymt Test | 0 | BondIssMeetPrvtSecPymtTestInd |
| Change In Use Bond Financed Prop | 0 | ChangeInUseBondFinancedPropInd |
| Procs Nonqualified Bond Remdtd | Yes (1) | ProcsNonqualifiedBondRemdtdInd |
Tax Exempt Bonds Arbitrage TaxExemptBondsArbitrageGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bond Reference | A | BondReferenceCd |
| Form8038 T Filed | 0 | Form8038TFiledInd |
| Rebate Not Due Yet | Yes (1) | RebateNotDueYetInd |
| Exception To Rebate | 0 | ExceptionToRebateInd |
| No Rebate Due | 0 | NoRebateDueInd |
| Variable Rate Issue | 0 | VariableRateIssueInd |
| Hedge Identified In Bks And Rec | 0 | HedgeIdentifiedInBksAndRecInd |
| Gross Proceeds Invested In GIC | 0 | GrossProceedsInvestedInGICInd |
| Gross Proceeds Invested | 0 | GrossProceedsInvestedInd |
| Written Proc To Monitor Reqs | Yes (1) | WrittenProcToMonitorReqsInd |
Procedures Corrective Action ProceduresCorrectiveActionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bond Reference | A | BondReferenceCd |
| Procedures Corrective Action | Yes (1) | ProceduresCorrectiveActionInd |
Supplemental Information Detail SupplementalInformationDetail (3 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| SCHEDULE K, PART II, LINE 3 | THE TOTAL OF BOND PROCEEDS INCLUDES INVESTMENT EARNINGS OF $123,019 WHICH ARE NOT INCLUDED IN THE ORIGINAL BOND ISSUE PRICE OF $66,773,027. |
| SCHEDULE K, PART II, LINE 11: | CAPITALIZED INTEREST & COMMON COSTS OF $6,932,310. |
| SCHEDULE K, PART III, LINE 3B: | MANAGEMENT AND SERVICE CONTRACTS IN THE BOND FINANCED SPACE FALL UNDER THE SAFE HARBOR PROVIDED BY REVENUE PROCEDURE 2017-13 AND WILL NOT RESULT IN PRIVATE BUSINESS USE. |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (8 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| FORM 990, PART VI, SECTION A, LINE 6 | THE MEMBERS OF MCLEAN AFFILIATES ARE THE TRUSTEES OF MCLEAN FUND. |
| FORM 990, PART VI, SECTION A, LINE 7A | THE DIRECTORS OF MCLEAN AFFILIATES, INC. ARE APPOINTED BY THE TRUSTEES OF MCLEAN FUND. |
| FORM 990, PART VI, SECTION B, LINE 11B | THE MCLEAN AFFILIATES INC. FORM 990 WAS PREPARED BY TAX PROFESSIONALS FROM OUR AUDIT FIRM, BASED ON INFORMATION SUBMITTED BY OUR MANAGEMENT, AND REVIEWED BY THE VICE PRESIDENT OF FINANCE. THE RETURN WAS THEN REVIEWED BY THE AUDIT COMMITTEE OF THE BOARD OF TRUSTEES OF THE MCLEAN FUND. TWO OF THE THREE MEMBERS OF THIS COMMITTEE ARE ALSO DIRECTORS OF MCLEAN AFFILIATES INC. THE RETURN WAS THEN REVIEWED AND APPROVED BY THE BOARD OF DIRECTORS BEFORE FILING. |
| FORM 990, PART VI, SECTION B, LINE 12C | THE ORGANIZATION REQUIRES ANNUAL DISCLOSURE OF DUALITY OF INTEREST FROM ITS DIRECTORS, OFFICERS, AND KEY EMPLOYEES. ANY MEMBER OF THE GOVERNING BODY WHO HAS A DUALITY OF INTEREST OR POSSIBLE CONFLICT ON ANY MATTER BROUGHT BEFORE THE BODY FOR ACTION SHALL NOT VOTE OR USE PERSONAL INFLUENCE ON THE MATTER AND SHALL NOT BE COUNTED IN DETERMINING A QUORUM FOR THE TRANSACTION OF BUSINESS RELATING TO THE MATTER. THE DISCLOSURE, THE ABSTENTION, AND THE QUORUM STATUS SHALL BE REFLECTED IN THE MEETING MINUTES. THE ABOVE RESTRAINT SHALL NOT PREVENT THE AFFECTED MEMBER FROM BRIEFLY STATING HIS OR HER POSITION ON A MATTER, OR FROM ANSWERING APPROPRIATE QUESTIONS REGARDING IT, SINCE HIS OR HER KNOWLEDGE MAY BE OF ASSISTANCE TO THE GOVERNING BODY. |
| FORM 990, PART VI, SECTION B, LINE 15 | INDEPENDENT COMPENSATION SURVEYS ARE CONDUCTED ANNUALLY. INDEPENDENT ANALYSIS IS DONE AS NEEDED WHEN DIRECTED BY THE BOARD. AN INDEPENDENT COMMITTEE OF THE BOARD REVIEWED AND APPROVED THE COMPENSATION, IN 2022. THERE IS DOCUMENTATION OF THE DELIBERATIONS AND DECISIONS REGARDING COMPENSATION. |
| FORM 990, PART VI, SECTION C, LINE 19 | THE GOVERNING DOCUMENTS ARE AVAILABLE UPON REQUEST. THE CODE OF CONDUCT AND CONFLICT OF INTEREST POLICY ARE AVAILABLE UPON REQUEST. THE AUDITED FINANCIAL STATEMENTS ARE FILED WITH THE PROBATE COURT OF THE DISTRICT OF SIMSBURY, CT AS ATTACHMENTS TO THE ANNUAL PROBATE COURT ACCOUNTING FOR MCLEAN FUND. |
| FORM 990, PART XI, LINE 9: | CHANGE IN VALUE OF CHARITABLE REMAINDER TRUST 110,882. BOND PREMIUM AMORTIZATION 40,086. |
| FORM 990, PART XII, LINE 2C: | THE ORGANIZATION HAS AN AUDIT COMMITTEE RESPONSIBLE FOR OVERSIGHT OF THE AUDIT. THE PROCESS HAS NOT CHANGED FROM THE PRIOR YEAR. |
Schedule R IRS990ScheduleR
Id Related Tax Exempt Org IdRelatedTaxExemptOrgGrp (2 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | EINEIN | Primary ActivitiesPrimaryActivitiesTxt | Legal Domicile StateLegalDomicileStateCd | Exempt Code SectionExemptCodeSectionTxt | Public Charity StatusPublicCharityStatusTxt | Direct Controlling NADirectControllingNACd | Controlled OrganizationControlledOrganizationInd | Business Name Line1DirectControllingEntityName/BusinessNameLine1Txt |
|---|---|---|---|---|---|---|---|---|---|---|---|
| MCLEAN FUND | |||||||||||
| 75 GREAT POND ROAD | SIMSBURY | CT | 06070 | 066026241 | CHARITABLE TRUST | CT | 501(C)(3) | LINE 12A, I | N/A | 0 | |
| MCLEAN GAME REFUGE | |||||||||||
| 75 GREAT POND ROAD | SIMSBURY | CT | 06070 | 261960261 | MAINTAIN AN OVER 4,400 ACRE NATURE PRESERVE | CT | 501(C)(3) | LINE 12A, I | Yes (1) | MCLEAN FUND | |
Id Related Org Txbl Corp Tr IdRelatedOrgTxblCorpTrGrp
Related Organization Name RelatedOrganizationName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | CHARITABLE REMAINDER TRUST (2) | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Primary Activities | CHARITABLE REMAINDER TRUST | PrimaryActivitiesTxt |
| Legal Domicile State | CT | LegalDomicileStateCd |
Direct Controlling Entity Name DirectControllingEntityName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | MCLEAN AFFILIATES INC | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Entity Type | T | EntityTypeTxt |
| Ownership | 1.00000 | OwnershipPct |
| Controlled Organization | Yes (1) | ControlledOrganizationInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Receipt Of Int Annts Rnts Rylts | 0 | ReceiptOfIntAnntsRntsRyltsInd |
| Gift Grnt Or Cap Contri To Oth Org | 0 | GiftGrntOrCapContriToOthOrgInd |
| Gift Grnt Cap Contri From Oth Org | Yes (1) | GiftGrntCapContriFromOthOrgInd |
| Loans Or Guarantees To Other Org | 0 | LoansOrGuaranteesToOtherOrgInd |
| Loans Or Guarantees From Oth Org | Yes (1) | LoansOrGuaranteesFromOthOrgInd |
| Div Related Organization | 0 | DivRelatedOrganizationInd |
| Asset Sale To Other Org | 0 | AssetSaleToOtherOrgInd |
| Asset Purchase From Other Org | 0 | AssetPurchaseFromOtherOrgInd |
| Asset Exchange | 0 | AssetExchangeInd |
| Rental Of Facilities To Oth Org | 0 | RentalOfFacilitiesToOthOrgInd |
| Rental Of Fclts From Oth Org | 0 | RentalOfFcltsFromOthOrgInd |
| Perform Of Services For Oth Org | Yes (1) | PerformOfServicesForOthOrgInd |
| Perform Of Services By Other Org | 0 | PerformOfServicesByOtherOrgInd |
| Sharing Of Facilities | Yes (1) | SharingOfFacilitiesInd |
| Paid Employees Sharing | Yes (1) | PaidEmployeesSharingInd |
| Reimbursement Paid To Other Org | 0 | ReimbursementPaidToOtherOrgInd |
| Reimbursement Paid By Other Org | Yes (1) | ReimbursementPaidByOtherOrgInd |
| Transfer To Other Org | 0 | TransferToOtherOrgInd |
| Transfer From Other Org | Yes (1) | TransferFromOtherOrgInd |
Transactions Related Org TransactionsRelatedOrgGrp
Other Organization Name OtherOrganizationName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | MCLEAN GAME REFUGE | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Transaction Type | S | TransactionTypeTxt |
| Involved | $218,532 | InvolvedAmt |
| Method Of Amount Determination | CASH | MethodOfAmountDeterminationTxt |