2019-03-06T15:48:13-06:00 2018-09-30 061009205 BLUM SHAPIRO & COMPANY PC CPA'S 29 S MAIN STREET PO BOX 272000 WEST HARTFORD CT 061272000 990 2017-10-01 261960246 MCLEAN AFFILIATES INC MCLE 8606583700 75 GREAT POND ROAD SIMSBURY CT 06070 CAROL BARNO VP OF FINANCE 8606583700 2019-03-05 1 CHRISTINE DIMENNA P01353752 8605614000 2019-03-05 64.251.63.131 2019-03-05 09:40:54 ES P 3C3F3A9A6A2C4A7FAF67B2138946307825C80BAE 9F3B9057DC4C1AB93FF6CCB85D8B21EC61D194BB 2017 2019-02-21 02:37:17Z MCLEAN DAVID BORDONARO 75 GREAT POND ROAD SIMSBURY CT 06070 28788559 0 X MCLEANCARE.ORG X 2008 CT 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. 8 8 538 284 0 0 871420 860254 26485131 27598382 153131 165872 177494 140580 27687176 28765088 0 0 0 0 17037404 17925924 0 0 147126 8319877 8778252 25357281 26704176 2329895 2060912 38860858 41293119 13077143 13249798 25783715 28043321 X 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. 0 0 6669360 7175437 LONG TERM 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 20,959 PATIENT DAYS OF CARE. 3919394 3987610 POST ACUTE INPATIENT CARE - WITHIN MCLEAN HEALTH CENTER, OF THE 89 BEDS LICENSED FOR SKILLED NURSING CARE UNDER THE FEDERAL MEDICARE PROGRAM APPROXIMATELY 21 ARE USED FOR POST ACUTE INPATIENT CARE. THESE BEDS ARE INTENDED FOR THE SHORT TERM POST HOSPITAL CARE AND TREATMENT OF RESIDENTS, INCLUDING EXTENSIVE MEDICAL AND POST SURGICAL REHABILITATION SERVICES, WITH THE ULTIMATE GOAL OF THE RETURN TO THEIR HOME. IN THE FISCAL YEAR THERE WERE 7,772 DAYS OF CARE. 4409646 4736641 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. 708 HOME CARE CLIENTS RECEIVED 18,000 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 6,740 DAYS OF HOSPICE CARE PROVIDED TO 178 CLIENTS. 3331299 5141580 INDEPENDENT LIVING, WELLNESS AND MEALS ON WHEELS - MCLEAN VILLAGE PROVIDES INDEPENDENT AND SUPPORTIVE HOUSING TO SENIORS AND THOSE WITH DISABILITIES. RESIDENTS HAVE PRIORITY ACCESS TO THE MCLEAN HEALTH CARE CONTINUUM. THE VILLAGE CONSISTS OF 13 VILLAS, 27 COTTAGES, AND 48 APARTMENTS OCCUPIED BY APPROXIMATELY 84 RESIDENTS. IN CONJUNCTION WITH THE INDEPENDENT LIVING PROGRAM, MCLEAN UTILIZES A THERAPEUTIC POOL AND VARIOUS LAND BASED EXERCISE CLASSES AND PROGRAMS. THESE WELLNESS SERVICES SERVED APPROXIMATELY 173 CLIENTS WITH 11,917 CLASS SESSIONS DAYS IN THE CURRENT YEAR. THE INDEPENDENT LIVING KITCHEN PREPARED 32,722 MEALS ON WHEELS FOR RESIDENTS OF 5 AREA TOWNS. 5106101 5977594 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 AVAILABLE ARE 74 INCLUDING 3 LICENSED IN THE STATE OF CT AS RESIDENTIAL CARE. THE ROBINSON NEIGHBORHOOD HAS 29 APARTMENTS, ATWATER HAS 23 APARTMENTS AND ABERNETHY HAS 22 APARTMENTS. THERE WERE 21,234 DAYS OF CARE PROVIDED IN THE CURRENT YEAR. ADULT DAY SERVICES ARE AVAILABLE TO INDIVIDUALS IN THE COMMUNITY. 550954 537520 OUTPATIENT REHABILITATION AND WELLNESS - THE MCLEAN HEALTH CENTER OPERATES AN OUTPATITENT REHABILITATION FACILITY THAT FURNISHES SERVICES TO CLIENTS WHO NEED SHORT TERM REHABILITATION. THERE WERE 6,532 REHABILITATION VISITS SERVING 408 CLIENTS IN THE CURRENT YEAR. 33952 THE SORENSON ADAPTIVE TECHNOLOGY CENTER OFFERS VIDEO AND AUDIO EQUIPMENT AND INFORMATION FOR PEOPLE WITH LOW VISION, HEARING IMPAIRMENTS, AND OTHER PHYSICALLY RESTRICTIVE CONDITIONS. THIS THERAPEUTIC APPROACH DECREASES ISOLATION AND INCREASES COMMUNICATION AMONG ELDERLY AND/OR DISABLED INDIVIDUALS. 60492 SUPPORT OF OTHER MCLEAN AFFILIATES, INC. ACTIVITIES - THE DEVELOPMENT DEPARTMENT, FORMERLY UNDER THE AUSPICES OF THE MCLEAN FOUNDATION, INC. PROVIDES FUNDRAISING SERVICES TO SUPPORT PROGRAMS, RESIDENTS, AND CLIENTS OF THE 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. 9082798 11656694 24081198 1 1 0 0 0 0 0 0 1 0 1 0 0 0 1 0 1 0 0 0 0 0 0 0 1 0 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 1 1 1 0 0 1 126 0 1 538 1 0 0 0 0 0 1 1 0 0 0 0 X 8 8 0 0 0 0 0 1 1 1 1 0 0 1 1 1 1 1 1 1 1 0 X X CAROL BARNO 8606583700 75 GREAT POND ROAD SIMSBURY CT 06070 MICHAEL PAINE CHAIRPERSON 3.00 4.00 X X 0 0 0 ROBERT HENSLEY DIRECTOR 1.00 2.00 X 0 0 0 JAMES COX-CHAPMAN DIRECTOR 1.00 2.00 X 0 0 0 MARK WETZEL DIRECTOR 1.00 2.00 X 0 0 0 LINDA SCHOFIELD DIRECTOR 1.00 2.00 X 0 0 0 PHILIP SCHULZ DIRECTOR 1.00 2.00 X 0 0 0 JARED GRISE DIRECTOR 1.00 2.00 X 0 0 0 KATHLEEN ALSGAARD DIRECTOR 1.00 2.00 X 0 0 0 DAVID J BORDONARO PRESIDENT 33.00 7.00 X 325854 0 43654 CAROL BARNO VP OF FINANCE AND CFO 36.00 4.00 X 208436 0 24180 BONNIE KU VP OF HUMAN RESOURCES 39.00 1.00 X 172907 0 22710 LISA CLARK SECRETARY 38.00 2.00 X 160166 0 29066 DIANE BRISTOL DIRECTOR OF NURSING 40.00 X 111723 0 15613 SUSAN AHRENS NURSE 40.00 X 105902 0 17787 1084988 0 153010 6 0 1 0 SODEXO INC & AFFILIATES BOX 81049 WOBURN MA 018131049 MANAGEMENT OF FOOD SERVICES 1467259 NEWFIELD CONSTRUCTION INC 225 NEWFIELD AVENUE HARTFORD CT 06106 CONTRUCTION SERVICES 724340 IT DIRECT LLC 67 PROSPECT AVENUE SUITE 202 WEST HARTFORD CT 06106 IT SUPPORT AND UPGRADE 404537 CREST MECHANICAL SERVICES INC PO BOX 340683 HARTFORD CT 06120 PLANT REPAIRS 287881 OMNICARE OF CT PO BOX 781668 DETROIT MI 482781668 INPATIENT PHARMACY 244460 8 53316 335988 470950 860254 MCLEAN HEALTH CTR LONG TERM CARE 623110 7217437 7217437 MCLEAN ASSISTED LIVING 623000 5977594 5977594 MCLEAN INDEPENDENT LIVING 623110 5141580 5141580 MCLEAN HOME CARE AND HOSPICE 621610 4736641 4736641 MCLEAN HEALTH CTR POST ACUTE 623110 3987610 3987610 537520 537520 27598382 165872 165872 13797 53316 23471 -9674 -9674 OTHER PATIENT CARE REVENUE 812900 178246 0 178246 MISCELLANEOUS 812900 14008 0 14008 BAD DEBT - CONTRA REVENUE 623110 -42000 -42000 150254 28765088 27556382 0 348452 867362 160166 707196 13885611 13098423 726696 60492 905254 853934 47376 3944 1195384 1127617 62560 5207 1072313 1011523 56119 4671 89548 15274 74274 31145 31145 745954 369579 263566 112809 267586 188098 79488 289504 179224 99200 11080 491233 149463 333580 8190 1404971 1404971 143365 133221 9766 378 30448 11644 16384 2420 1932977 1932977 186538 186538 DIETARY 1222981 1222981 MEDICAL SUPPLIES AND EQ 1041007 1041007 TAXES AND FEES 819974 760509 59465 OTHER 81021 234049 -90963 -62065 26704176 24081198 2475852 147126 8889380 6428941 1819495 1745906 189000 322427 470174 46500868 25574827 18751580 20926041 8116040 10488692 961936 1044365 38860858 41293119 2490050 2611381 5353544 5402088 0 1008183 5233549 4228146 13077143 13249798 X 23681304 25816473 2102411 2226848 25783715 28043321 38860858 41293119 X 2060912 177442 21252 X 0 1 X 1 0 X 1703880 983961 711190 921420 874051 5194502 26379706 24188327 24736454 26485131 27598382 129388000 28083586 25172288 25447644 27406551 28472433 134582502 385000 385000 385000 383000 307000 1845000 0 385000 385000 385000 383000 307000 1845000 132737502 245752 480954 429572 153131 165872 1475281 245752 480954 429572 153131 165872 1475281 229959 219622 248187 248839 192254 1138861 28559297 25872864 26125403 27808521 28830559 137196644 0.96750 0.98140 0.01080 0.01000 X SCHEDULE A, PART III, LINE 12, EXPLANATION OF OTHER INCOME: OTHER INCOME SEE DESCRIPTION BELOW SCHEDULE A, PART 111, LINE 12 OTHER INCOME INCLUDES PERSONAL COMFORT ITEMS PROVIDED TO MCLEAN AFFILIATES, INCLUDING RESIDENTS, GUESTS AND EMPLOYEES. THESE SERVICES INCLUDE BARBER & BEAUTY CARE, CABLE TELEVISION AND MEALS TO EMPLOYEES AND RESIDENT GUESTS. ALSO, INCLUDED IN THE REVENUE IS INCOME RECEIVED FROM THE MCLEAN GAME REFUGE INC. FOR THEIR BOOKKEEPING SERVICES. 0 1 X 29950 29950 30141975 15836084 14305891 15902695 9738743 6163952 426248 426248 20926041 REFUNDABLE ENTRANCE FEES 4161525 CONDITIONAL ASSET RETIREMENT OBLIGATION 66621 4228146 28987253 177442 21252 198694 28788559 -23471 -23471 28765088 26727647 23471 23471 26704176 0 26704176 PART IV, LINE 2B: DEPOSITS AND RESIDENT PERSONAL FUNDS HELD BY THE ORGANIZATION PART XI, LINE 2D - OTHER ADJUSTMENTS: CHANGE IN VALUE OF CHARITABLE REMAINDER TRUST 21,252. PART XI, LINE 4B - OTHER ADJUSTMENTS: GOLF TOURNAMENT EXPENSES -23,471. PART XII, LINE 2D - OTHER ADJUSTMENTS: GOLF TOURNAMENT EXPENSES 23,471. GOLF TOURNAMENT 67113 53316 13797 5850 6582 11039 67113 53316 13797 5850 6582 11039 23471 -9674 X 1 1 X X X 0 0 0 0 0 0 0 0 0 DAVID J BORDONARO PRESIDENT 301819 0 24035 0 0 0 35284 0 8370 0 369508 0 0 0 CAROL BARNO VP OF FINANCE AND CFO 189566 0 18870 0 0 0 21663 0 2517 0 232616 0 0 0 BONNIE KU VP OF HUMAN RESOURCES 157254 0 15653 0 0 0 17542 0 5168 0 195617 0 0 0 LISA CLARK SECRETARY 145666 0 14500 0 0 0 16064 0 13002 0 189232 0 0 0 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 HIS GUESTS ON AN ACCOUNTABLE PLAN BASIS. THE ORGANIZATION DID NOT TREAT THIS AS TAXABLE INCOME. PART I, LINE 3 THE ORGANIZATION USES SEVERAL COMPENSATION SURVEYS WHICH ARE USED BY THE BOARD'S COMPENSATION COMMITTEE TO RECOMMEND TO THE FULL BOARD THE PRESIDENT'S COMPENSATION PACKAGE. 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 A, LINE 7B THE DECISIONS OF THE DIRECTORS OF MCLEAN AFFILIATES ARE APPROVED BY THE TRUSTEES OF THE MCLEAN FUND FORM 990, PART VI, SECTION B, LINE 11B THE MCLEAN AFFILIATES, INC. FORM 990 WAS PREPARED BY OUR AUDITORS 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. FORM 990, PART VI, SECTION B, LINE 15 INDEPENDENT COMPENSATION SURVEYS ARE CONDUCTED ANNUALLY. THE COMPENSATION COMMITTEE ANNUALLY REVIEWS THE PAY STRUCTURE FOR CURRENT AND NEXT FISCAL YEAR. INDEPEDENT ANALYSIS IS DONE AS NEEDED WHEN DIRECTED BY THE BOARD. FORM 990, PART VI, SECTION C, LINE 19 THE GOVERNING DOCUMENTS ARE AVAILABLE UPON REQUEST. THE CODE OF CONDUCT IS AVAILABLE ON THE WEBSITE. 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 21,252. 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 MCLEAN FUND 1 MCLEAN FOUNDATION 75 GREAT POND ROAD SIMSBURY CT 06070 237032779 FUNDRAISING FOR MCLEAN CT 501(C)(3) LINE 7 MCLEAN FUND 1 0 0 1 0 0 0 0 0 0 0 0 0 0 1 1 0 1 1 0 MCLEAN FUND C 307000 CASH MCLEAN FOUNDATION C 28988 CASH MCLEAN GAME REFUGE Q 231383 CASH