MCLEAN AFFILIATES INC: Form 990, tax year 2016
View the entire original 990 at ProPublica ↗
- Organization
- MCLEAN AFFILIATES INC (EIN 26-1960246)
- Tax period
- 2016-10-01 to 2017-09-30
- Filed
- 2018-08-14
- IRS object ID
- 201822269349301247
- Schema version
- 2016v3.0
- 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
- Form 990
- Schedule A
- Schedule B
- Schedule D
- Schedule G
- Schedule J
- Schedule L
- Schedule O
- Schedule R
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2018-08-14T10:42:39-07:00 | ReturnTs |
| Tax Period End | 2017-09-30 | TaxPeriodEndDt |
| Return Type | 990 | ReturnTypeCd |
| Tax Period Begin | 2016-10-01 | 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 | Carol Barno | PersonNm |
| Person Title | VP of Finance | PersonTitleTxt |
| Phone | 8606583759 | PhoneNum |
| Signature | 2018-08-14 | SignatureDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2016 | TaxYr |
| Build TS | 2022-09-23 18:48:47Z | 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 | David Bordonaro | PrincipalOfficerNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 75 Great Pond Rd | AddressLine1Txt |
| City | Simsbury | CityNm |
| State Abbreviation | CT | StateAbbreviationCd |
| ZIP | 06070 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | $27,716,521 | 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 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 | 6 | VotingMembersIndependentCnt |
| Total Employee | 499 | TotalEmployeeCnt |
| Total Volunteers | 300 | TotalVolunteersCnt |
| Total Gross UBI | $0 | TotalGrossUBIAmt |
| Net Unrelated Bus Txbl Incm | $0 | NetUnrelatedBusTxblIncmAmt |
| PY Contributions Grants | $711,190 | PYContributionsGrantsAmt |
| CY Contributions Grants | $871,420 | CYContributionsGrantsAmt |
| PY Program Service Revenue | $24,736,454 | PYProgramServiceRevenueAmt |
| CY Program Service Revenue | $26,485,131 | CYProgramServiceRevenueAmt |
| PY Investment Income | $429,572 | PYInvestmentIncomeAmt |
| CY Investment Income | $153,131 | CYInvestmentIncomeAmt |
| PY Other Revenue | $311,490 | PYOtherRevenueAmt |
| CY Other Revenue | $177,494 | CYOtherRevenueAmt |
| PY Total Revenue | $26,188,706 | PYTotalRevenueAmt |
| CY Total Revenue | $27,687,176 | 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 | $16,020,914 | PYSalariesCompEmpBnftPaidAmt |
| CY Salaries Comp Emp Bnft Paid | $17,037,404 | CYSalariesCompEmpBnftPaidAmt |
| PY Total Prof Fndrsng Expns | $0 | PYTotalProfFndrsngExpnsAmt |
| CY Total Prof Fndrsng Expns | $0 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $189,985 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $8,153,158 | PYOtherExpensesAmt |
| CY Other Expenses | $8,319,877 | CYOtherExpensesAmt |
| PY Total Expenses | $24,174,072 | PYTotalExpensesAmt |
| CY Total Expenses | $25,357,281 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | $2,014,634 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | $2,329,895 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $36,093,713 | TotalAssetsBOYAmt |
| Total Assets EOY | $38,860,858 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $13,195,428 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $13,077,143 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | $22,898,285 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $25,783,715 | NetAssetsOrFundBalancesEOYAmt |
| 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 | $6,245,921 | ExpenseAmt |
| Grant | $0 | GrantAmt |
| Revenue | $6,462,294 | RevenueAmt |
| Desc | 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 20,627 patient days of care. | Desc |
Prog Srvc Accom Acty2 ProgSrvcAccomActy2Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $3,891,405 | ExpenseAmt |
| Grant | $0 | GrantAmt |
| Revenue | $3,937,863 | RevenueAmt |
| Desc | 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 7,427 days of care. | Desc |
Prog Srvc Accom Acty3 ProgSrvcAccomActy3Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $4,275,512 | ExpenseAmt |
| Grant | $0 | GrantAmt |
| Revenue | $4,807,041 | RevenueAmt |
| Desc | 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. 683 Home Care clients received 17,298 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 6,834 days of Hospice Care provided to 185 clients. | Desc |
Prog Srvc Accom Acty Other ProgSrvcAccomActyOtherGrp (5 entries)
| ExpenseExpenseAmt | GrantGrantAmt | RevenueRevenueAmt | DescDesc |
|---|---|---|---|
| $3,197,804 | $0 | $4,718,145 | Independent Living, Wellness, and Meals on Wheels - McLean Village provides independent & 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 97 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 243 clients with 14,279 class session days in the current year. The Independent Living kitchen prepared 31,778 Meals on Wheels for residents of 5 area towns. |
| $4,618,554 | $0 | $6,016,038 | 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-designed 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 22,256 days of care provided in the current year. Adult Day services are available to individuals in the community |
| $470,187 | $0 | $543,749 | Outpatient Rehabilitation & Wellness - The McLean Health Center operates an Outpatient Rehabilitation facility that furnishes services to Clients who need short term rehabilitation. There were 6,963 rehabilitation visits serving 440 clients in the current year. |
| $69,108 | $0 | $0 | 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. |
| $23,896 | $0 | $0 | 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. |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Other Prog Srvc Expense | $8,379,549 | TotalOtherProgSrvcExpenseAmt |
| Total Other Prog Srvc Grant | $0 | TotalOtherProgSrvcGrantAmt |
| Total Other Prog Srvc Revenue | $11,277,932 | TotalOtherProgSrvcRevenueAmt |
| Total Program Service Expenses | $22,792,387 | 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 | 0 | CreditCounselingInd |
| Temp Or Permanent Endowments | 0 | TempOrPermanentEndowmentsInd |
| Report Land Building Equipment | Yes (1) | ReportLandBuildingEquipmentInd |
| Report Investments Other Sec | 0 | ReportInvestmentsOtherSecInd |
| Report Program Related Invst | 0 | ReportProgramRelatedInvstInd |
| Report Other Assets | 0 | 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 | Yes (1) | 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 | 0 | TaxExemptBondsInd |
| 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 | Yes (1) | BusinessRlnWithOrgMemInd |
| Business Rln With Fam Mem | 0 | BusinessRlnWithFamMemInd |
| Business Rln With Officer Ent | Yes (1) | BusinessRlnWithOfficerEntInd |
| 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 | 0 | RelatedOrganizationCtrlEntInd |
| Trnsfr Exmpt Non Chrtbl Rltd Org | 0 | TrnsfrExmptNonChrtblRltdOrgInd |
| Activities Conducted Prtshp | 0 | ActivitiesConductedPrtshpInd |
| Schedule O Required | Yes (1) | ScheduleORequiredInd |
| IRP Document | 119 | IRPDocumentCnt |
| IRP Document W2 G | 0 | IRPDocumentW2GCnt |
| Employee | 499 | 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 | Yes (1) | QuidProQuoContributionsInd |
| Quid Pro Quo Contri Discl | Yes (1) | QuidProQuoContriDisclInd |
| Form8282 Property Disposed Of | 0 | Form8282PropertyDisposedOfInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | 0 | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | 0 | PayPremiumsPrsnlBnftCntrctInd |
| Form8899 Filedind | 0 | Form8899Filedind |
| Form1098 C Filed | 0 | Form1098CFiledInd |
| Indoor Tanning Services | 0 | IndoorTanningServicesInd |
| Info In Schedule O Part VI | Yes (X) | InfoInScheduleOPartVIInd |
| Governing Body Voting Members | 8 | GoverningBodyVotingMembersCnt |
| Independent Voting Member | 6 | IndependentVotingMemberCnt |
| Family Or Business Rln | Yes (1) | FamilyOrBusinessRlnInd |
| Delegation Of Mgmt Duties | 0 | DelegationOfMgmtDutiesInd |
| Change To Org Documents | 0 | ChangeToOrgDocumentsInd |
| Material Diversion Or Misuse | 0 | MaterialDiversionOrMisuseInd |
| Members Or Stockholders | 0 | MembersOrStockholdersInd |
| Election Of Board Members | Yes (1) | ElectionOfBoardMembersInd |
| Decisions Subject To Approva | Yes (1) | 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
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | Carol Barno | PersonNm |
| Phone | 8606583759 | 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 (16 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 |
|---|---|---|---|---|---|---|---|---|
| Mark Wetzel | ||||||||
| Chairman (until 12/19/16) | 1 | 2 | Yes (X) | $0 | $0 | $0 | ||
| James W Cox-Chapman | ||||||||
| Director | 1 | 2 | Yes (X) | $0 | $0 | $0 | ||
| Martin Geitz | ||||||||
| Director (resigned 5/22/17) | 1 | 2 | Yes (X) | $0 | $0 | $0 | ||
| Robert Hensley | ||||||||
| Director | 1 | 2 | Yes (X) | $0 | $0 | $0 | ||
| P Douglas Powell | ||||||||
| Director (resigned 9/18/17) | 1 | 2 | Yes (X) | $0 | $0 | $0 | ||
| Linda Schofield | ||||||||
| Director | 1 | 2 | Yes (X) | $0 | $0 | $0 | ||
| Phillip Schulz | ||||||||
| Director | 1 | 2 | Yes (X) | $0 | $0 | $0 | ||
| Jared Grise | ||||||||
| Director | 1 | 2 | Yes (X) | $0 | $0 | $0 | ||
| Kathleen Alsgaard | ||||||||
| Director | 1 | 2 | Yes (X) | $0 | $0 | $0 | ||
| Michael Paine | ||||||||
| Chairman (as of 12/19/16) | 3 | 4 | Yes (X) | $0 | $0 | $0 | Yes (X) | |
| David J Bordonaro | ||||||||
| President | 33 | 7 | $316,552 | $0 | $48,427 | Yes (X) | ||
| Lisa Clark | ||||||||
| Secretary | 38 | 2 | $135,675 | $0 | $32,436 | Yes (X) | ||
| Carol Barno | ||||||||
| Vice President of Finance and CFO | 36 | 4 | $200,988 | $0 | $27,343 | Yes (X) | ||
| Bonnie Ku | ||||||||
| VP of Human Resources | 39 | 1 | $164,293 | $0 | $23,086 | Yes (X) | ||
| Diane Bristol | ||||||||
| Director of Nursing | 40 | 0 | $105,143 | $0 | $16,814 | Yes (X) | ||
| Susan Ahrens | ||||||||
| Nurse | 40 | 0 | $102,065 | $0 | $22,916 | Yes (X) | ||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | $1,024,716 | TotalReportableCompFromOrgAmt |
| Tot Reportable Comp Rltd Org | $0 | TotReportableCompRltdOrgAmt |
| Total Other Compensation | $171,022 | TotalOtherCompensationAmt |
| Indiv Rcvd Greater Than100 K | 6 | 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 | Address Line2ContractorAddress/USAddress/AddressLine2Txt |
|---|---|---|---|---|---|---|
| Sodexo Inc & Affiliates | ||||||
| Box 81049 | Woburn | MA | 018131049 | Management of Food & Environmental Services | $1,328,223 | |
| IT Direct LLC | ||||||
| 67 Prospect Avenue | West Hartford | CT | 06106 | IT Support and upgrade | $325,629 | Suite 202 |
| Newfield Construction Inc | ||||||
| 225 Newfield Avenue | Hartford | CT | 06106 | Construction management & services | $788,441 | |
| Omnicare of CT | ||||||
| PO Box 781668 | Detroil | MI | 482781668 | Pharmacy services | $208,743 | |
| McKesson Med Surgical Supply Inc | ||||||
| PO Box 630693 | Cincinnati | OH | 452630693 | Medical Supply | $114,647 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cntrct Rcvd Greater Than100 K | 6 | CntrctRcvdGreaterThan100KCnt |
| Federated Campaigns | $0 | FederatedCampaignsAmt |
| Membership Dues | $0 | MembershipDuesAmt |
| Fundraising | $0 | FundraisingAmt |
| Related Organizations | $322,992 | RelatedOrganizationsAmt |
| Government Grants | $0 | GovernmentGrantsAmt |
| All Other Contributions | $548,428 | AllOtherContributionsAmt |
| Noncash Contributions | $0 | NoncashContributionsAmt |
| Total Contributions | $871,420 | TotalContributionsAmt |
Program Service Revenue ProgramServiceRevenueGrp (5 entries)
| DescDesc | BusinessBusinessCd | Total Revenue ColumnTotalRevenueColumnAmt | Related Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmt | Unrelated Business RevenueUnrelatedBusinessRevenueAmt | ExclusionExclusionAmt |
|---|---|---|---|---|---|
| McLean Health Ctr Long Term Care | 623110 | $6,462,294 | $6,462,294 | $0 | $0 |
| McLean Home Care & Hospice | 621610 | $4,807,041 | $4,807,041 | $0 | $0 |
| McLean Health Center Post Acute | 623110 | $3,937,863 | $3,937,863 | $0 | $0 |
| McLean Independent Living | 623110 | $4,718,145 | $4,718,145 | $0 | $0 |
| McLean Assisted Living | 623000 | $6,016,038 | $6,016,038 | $0 | $0 |
Total Oth Program Service Rev TotalOthProgramServiceRevGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $543,750 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $543,750 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $0 | UnrelatedBusinessRevenueAmt |
| Exclusion | $0 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | $26,485,131 | TotalProgramServiceRevenueAmt |
Investment Income InvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $153,131 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $0 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $0 | UnrelatedBusinessRevenueAmt |
| Exclusion | $153,131 | ExclusionAmt |
Incm From Invest Bond Proceeds IncmFromInvestBondProceedsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $0 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $0 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $0 | UnrelatedBusinessRevenueAmt |
| Exclusion | $0 | ExclusionAmt |
Royalties Revenue RoyaltiesRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $0 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $0 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $0 | UnrelatedBusinessRevenueAmt |
| Exclusion | $0 | ExclusionAmt |
Rental Income Or Loss RentalIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | $0 | RealAmt |
| Personal | $0 | PersonalAmt |
Gain Or Loss GainOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $0 | SecuritiesAmt |
| Other | $0 | OtherAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Fundraising Gross Income | $67,716 | FundraisingGrossIncomeAmt |
| Contri Rpt Fundraising Event | $0 | ContriRptFundraisingEventAmt |
| Fundraising Direct Expenses | $29,345 | FundraisingDirectExpensesAmt |
Net Incm From Fundraising Evt NetIncmFromFundraisingEvtGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $38,371 | TotalRevenueColumnAmt |
| Unrelated Business Revenue | $0 | UnrelatedBusinessRevenueAmt |
| Exclusion | $38,371 | ExclusionAmt |
Other Revenue Misc OtherRevenueMiscGrp (2 entries)
| DescDesc | BusinessBusinessCd | Total Revenue ColumnTotalRevenueColumnAmt | Related Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmt | Unrelated Business RevenueUnrelatedBusinessRevenueAmt | ExclusionExclusionAmt |
|---|---|---|---|---|---|
| Bad Debt - contra revenue | 623110 | -$42,000 | -$42,000 | $0 | $0 |
| Other patient care services | 812900 | $181,123 | $0 | $0 | $181,123 |
Miscellaneous Revenue MiscellaneousRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $0 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $0 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $0 | UnrelatedBusinessRevenueAmt |
| Exclusion | $0 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Revenue Total | $139,123 | OtherRevenueTotalAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $27,687,176 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $26,443,131 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $0 | UnrelatedBusinessRevenueAmt |
| Exclusion | $372,625 | ExclusionAmt |
Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $865,100 | TotalAmt |
| Program Services | $158,044 | ProgramServicesAmt |
| Management And General | $707,056 | ManagementAndGeneralAmt |
Other Salaries And Wages OtherSalariesAndWagesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $13,252,482 | TotalAmt |
| Program Services | $12,493,556 | ProgramServicesAmt |
| Management And General | $633,550 | ManagementAndGeneralAmt |
| Fundraising | $125,376 | FundraisingAmt |
Pension Plan Contributions PensionPlanContributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $839,928 | TotalAmt |
| Program Services | $752,683 | ProgramServicesAmt |
| Management And General | $79,786 | ManagementAndGeneralAmt |
| Fundraising | $7,459 | FundraisingAmt |
Other Employee Benefits OtherEmployeeBenefitsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,062,222 | TotalAmt |
| Program Services | $951,885 | ProgramServicesAmt |
| Management And General | $100,902 | ManagementAndGeneralAmt |
| Fundraising | $9,435 | FundraisingAmt |
Payroll Taxes PayrollTaxesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,017,672 | TotalAmt |
| Program Services | $911,963 | ProgramServicesAmt |
| Management And General | $96,671 | ManagementAndGeneralAmt |
| Fundraising | $9,038 | FundraisingAmt |
Fees For Services Legal FeesForServicesLegalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $18,648 | TotalAmt |
| Program Services | $8,641 | ProgramServicesAmt |
| Management And General | $10,007 | ManagementAndGeneralAmt |
Fees For Services Accounting FeesForServicesAccountingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $36,619 | TotalAmt |
| Management And General | $36,619 | ManagementAndGeneralAmt |
Fees For Services Other FeesForServicesOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $537,462 | TotalAmt |
| Program Services | $320,692 | ProgramServicesAmt |
| Management And General | $174,323 | ManagementAndGeneralAmt |
| Fundraising | $42,447 | FundraisingAmt |
Advertising AdvertisingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $221,544 | TotalAmt |
| Program Services | $178,020 | ProgramServicesAmt |
| Management And General | $43,524 | ManagementAndGeneralAmt |
Office Expenses OfficeExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $288,199 | TotalAmt |
| Program Services | $162,594 | ProgramServicesAmt |
| Management And General | $111,405 | ManagementAndGeneralAmt |
| Fundraising | $14,200 | FundraisingAmt |
Information Technology InformationTechnologyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $473,196 | TotalAmt |
| Program Services | $170,478 | ProgramServicesAmt |
| Management And General | $297,361 | ManagementAndGeneralAmt |
| Fundraising | $5,357 | FundraisingAmt |
Occupancy OccupancyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,411,431 | TotalAmt |
| Program Services | $1,411,431 | ProgramServicesAmt |
Travel TravelGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $127,377 | TotalAmt |
| Program Services | $122,245 | ProgramServicesAmt |
| Management And General | $4,792 | ManagementAndGeneralAmt |
| Fundraising | $340 | FundraisingAmt |
Conferences Meetings ConferencesMeetingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $28,718 | TotalAmt |
| Program Services | $7,190 | ProgramServicesAmt |
| Management And General | $18,393 | ManagementAndGeneralAmt |
| Fundraising | $3,135 | FundraisingAmt |
Depreciation Depletion DepreciationDepletionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,736,910 | TotalAmt |
| Program Services | $1,736,910 | ProgramServicesAmt |
Insurance InsuranceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $183,644 | TotalAmt |
| Program Services | $183,644 | ProgramServicesAmt |
Other Expenses OtherExpensesGrp (3 entries)
| DescDesc | TotalTotalAmt | Program ServicesProgramServicesAmt | Management And GeneralManagementAndGeneralAmt | FundraisingFundraisingAmt |
|---|---|---|---|---|
| Dining Services | $1,225,772 | $1,225,772 | $0 | $0 |
| Taxes & Fees | $783,447 | $722,199 | $61,248 | $0 |
| Medical Supplies & Equipment | $1,093,698 | $1,093,698 | $0 | $0 |
All Other Expenses AllOtherExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $153,212 | TotalAmt |
| Program Services | $180,742 | ProgramServicesAmt |
| Management And General | -$728 | ManagementAndGeneralAmt |
| Fundraising | -$26,802 | FundraisingAmt |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $25,357,281 | TotalAmt |
| Program Services | $22,792,387 | ProgramServicesAmt |
| Management And General | $2,374,909 | ManagementAndGeneralAmt |
| Fundraising | $189,985 | FundraisingAmt |
Cash Non Interest Bearing CashNonInterestBearingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $7,849,167 | BOYAmt |
| EOY | $8,889,380 | EOYAmt |
Accounts Receivable AccountsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,815,173 | BOYAmt |
| EOY | $1,819,495 | EOYAmt |
Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $324,672 | BOYAmt |
| EOY | $322,427 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Bldg Equip Cost Or Other Bss | $42,396,346 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $23,644,766 | LandBldgEquipAccumDeprecAmt |
Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $18,770,087 | BOYAmt |
| EOY | $18,751,580 | EOYAmt |
Investments Pub Traded Sec InvestmentsPubTradedSecGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $6,406,589 | BOYAmt |
| EOY | $8,116,040 | EOYAmt |
Other Assets Total OtherAssetsTotalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $928,025 | BOYAmt |
| EOY | $961,936 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $36,093,713 | BOYAmt |
| EOY | $38,860,858 | EOYAmt |
Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $2,428,197 | BOYAmt |
| EOY | $2,490,050 | EOYAmt |
Deferred Revenue DeferredRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $5,502,123 | BOYAmt |
| EOY | $5,353,544 | EOYAmt |
Other Liabilities OtherLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $5,265,108 | BOYAmt |
| EOY | $5,233,549 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $13,195,428 | BOYAmt |
| EOY | $13,077,143 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization Follows SFAS117 | Yes (X) | OrganizationFollowsSFAS117Ind |
Unrestricted Net Assets UnrestrictedNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $21,096,715 | BOYAmt |
| EOY | $23,681,304 | EOYAmt |
Temporarily Rstr Net Assets TemporarilyRstrNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,801,570 | BOYAmt |
| EOY | $2,102,411 | EOYAmt |
Permanently Rstr Net Assets PermanentlyRstrNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $22,898,285 | BOYAmt |
| EOY | $25,783,715 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $36,093,713 | BOYAmt |
| EOY | $38,860,858 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Reconcilation Revenue Expnss | $2,329,895 | ReconcilationRevenueExpnssAmt |
| Net Unrlzd Gains Losses Invst | $555,535 | NetUnrlzdGainsLossesInvstAmt |
| Donated Services And Use Fclts | $0 | DonatedServicesAndUseFcltsAmt |
| Investment Expense | $0 | InvestmentExpenseAmt |
| Prior Period Adjustments | $0 | PriorPeriodAdjustmentsAmt |
| Other Changes In Net Assets | $0 | OtherChangesInNetAssetsAmt |
| 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 | $1,622,997 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $1,703,880 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $983,961 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $711,190 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $921,420 | CurrentTaxYearAmt |
| Total | $5,943,448 | TotalAmt |
Gross Receipts Admissions GrossReceiptsAdmissionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $25,730,379 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $26,379,706 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $24,188,327 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $24,736,454 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $26,485,131 | CurrentTaxYearAmt |
| Total | $127,519,997 | TotalAmt |
Gross Receipts Non Unrlt Bus GrossReceiptsNonUnrltBusGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $0 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $0 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $0 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $0 | CurrentTaxYearMinus1YearAmt |
| Total | $0 | TotalAmt |
Tax Rev Levied Orgnztnl Bnft509 TaxRevLeviedOrgnztnlBnft509Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $0 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $0 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $0 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $0 | CurrentTaxYearMinus1YearAmt |
| Total | $0 | TotalAmt |
Govt Furn Srvc Fclts Vl509 GovtFurnSrvcFcltsVl509Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $0 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $0 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $0 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $0 | CurrentTaxYearMinus1YearAmt |
| Total | $0 | TotalAmt |
Total509 Total509Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $27,353,376 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $28,083,586 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $25,172,288 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $25,447,644 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $27,406,551 | CurrentTaxYearAmt |
| Total | $133,463,445 | TotalAmt |
Amounts Rcvd Dsqlfy Person AmountsRcvdDsqlfyPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $0 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $0 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $0 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $0 | CurrentTaxYearMinus1YearAmt |
| Total | $0 | TotalAmt |
Substantial Contributors Amt SubstantialContributorsAmtGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $0 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $0 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $0 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $0 | CurrentTaxYearMinus1YearAmt |
| Total | $0 | TotalAmt |
Subst And Dsqlfy Prsns Tot SubstAndDsqlfyPrsnsTotGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $0 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $0 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $0 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $0 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $0 | CurrentTaxYearAmt |
| Total | $0 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Support Total509 | $133,463,445 | PublicSupportTotal509Amt |
Gross Investment Income509 GrossInvestmentIncome509Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $54,297 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $245,752 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $480,954 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $429,572 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $153,131 | CurrentTaxYearAmt |
| Total | $1,363,706 | TotalAmt |
Post1975 UBTI Post1975UBTIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $0 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $0 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $0 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $0 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $0 | CurrentTaxYearAmt |
| Total | $0 | TotalAmt |
Investment Income And UBTI InvestmentIncomeAndUBTIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $54,297 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $245,752 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $480,954 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $429,572 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $153,131 | CurrentTaxYearAmt |
| Total | $1,363,706 | TotalAmt |
Net Income From Other UBI NetIncomeFromOtherUBIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $0 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $0 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $0 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $0 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $0 | CurrentTaxYearAmt |
| Total | $0 | TotalAmt |
Other Income509 OtherIncome509Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $218,232 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $229,959 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $219,622 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $248,187 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $248,839 | CurrentTaxYearAmt |
| Total | $1,164,839 | TotalAmt |
Total Support Calendar Year TotalSupportCalendarYearGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $27,625,905 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $28,559,297 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $25,872,864 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $26,125,403 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $27,808,521 | CurrentTaxYearAmt |
| Total | $135,991,990 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Support CY509 | 0.98141 | PublicSupportCY509Pct |
| Public Support PY509 | 0.98257 | PublicSupportPY509Pct |
| Investment Income CY | 0.01003 | InvestmentIncomeCYPct |
| Investment Income PY | 0.00918 | InvestmentIncomePYPct |
| Thirty Thr Pct Suprt Tests PY509 | Yes (X) | ThirtyThrPctSuprtTestsPY509Ind |
Form990 Schedule A Part VI Form990ScheduleAPartVIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | Schedule A, Part III, Line 12 | FormAndLineReferenceDesc |
| Explanation | 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 this revenue is income received from the McLean Game Refuge Inc. for their bookkeeping services. | 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
Land LandGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Cost Or Other Basis | $0 | InvestmentCostOrOtherBasisAmt |
| Other Cost Or Other Basis | $29,950 | OtherCostOrOtherBasisAmt |
| Book Value | $29,950 | BookValueAmt |
Buildings BuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Cost Or Other Basis | $0 | InvestmentCostOrOtherBasisAmt |
| Other Cost Or Other Basis | $27,763,298 | OtherCostOrOtherBasisAmt |
| Depreciation | $14,810,961 | DepreciationAmt |
| Book Value | $12,952,337 | BookValueAmt |
Leasehold Improvements LeaseholdImprovementsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Cost Or Other Basis | $0 | InvestmentCostOrOtherBasisAmt |
| Other Cost Or Other Basis | $0 | OtherCostOrOtherBasisAmt |
| Depreciation | $0 | DepreciationAmt |
| Book Value | $0 | BookValueAmt |
Equipment EquipmentGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Cost Or Other Basis | $0 | InvestmentCostOrOtherBasisAmt |
| Other Cost Or Other Basis | $14,528,978 | OtherCostOrOtherBasisAmt |
| Depreciation | $8,833,805 | DepreciationAmt |
| Book Value | $5,695,173 | BookValueAmt |
Other Land Buildings OtherLandBuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Cost Or Other Basis | $0 | InvestmentCostOrOtherBasisAmt |
| Other Cost Or Other Basis | $74,120 | OtherCostOrOtherBasisAmt |
| Depreciation | $0 | DepreciationAmt |
| Book Value | $74,120 | BookValueAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Land Buildings | $18,751,580 | TotalBookValueLandBuildingsAmt |
Other Liabilities Org OtherLiabilitiesOrgGrp (3 entries)
| DescDesc | AmtAmt |
|---|---|
| Refundable Entry Fees | $4,733,375 |
| Deposits Held for Residents | $415,773 |
| Conditional Asset Retirement Obligation | $84,401 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Liability | $5,233,549 | TotalLiabilityAmt |
| Footnote Text | Yes (X) | FootnoteTextInd |
| Total Rev Etc Audited Fincl Stmt | $28,322,057 | TotalRevEtcAuditedFinclStmtAmt |
| Net Unrealized Gains Invst | $555,535 | NetUnrealizedGainsInvstAmt |
| Donated Services And Use Fclts | $0 | DonatedServicesAndUseFcltsAmt |
| Recoveries Prior Year Grants | $0 | RecoveriesPriorYearGrantsAmt |
| Other Revenue | $0 | OtherRevenueAmt |
| Revenue Not Reported | $555,535 | RevenueNotReportedAmt |
| Revenue Subtotal | $27,766,522 | RevenueSubtotalAmt |
| Investment Expenses Not Incld | $0 | InvestmentExpensesNotIncldAmt |
| Other Revenues Not Included | -$79,346 | OtherRevenuesNotIncludedAmt |
| Revenue Not Reported Fincl Stmt | -$79,346 | RevenueNotReportedFinclStmtAmt |
| Total Revenue Per Form990 | $27,687,176 | TotalRevenuePerForm990Amt |
| Tot Expns Etc Audited Fincl Stmt | $25,436,627 | TotExpnsEtcAuditedFinclStmtAmt |
| Donated Services Use Fclts | $0 | DonatedServicesUseFcltsAmt |
| Prior Year Adjustments | $0 | PriorYearAdjustmentsAmt |
| Losses Reported | $0 | LossesReportedAmt |
| Other Expenses Included | $0 | OtherExpensesIncludedAmt |
| Expenses Not Reported | $0 | ExpensesNotReportedAmt |
| Expenses Subtotal | $25,436,627 | ExpensesSubtotalAmt |
| Investment Expenses Not Incld2 | $0 | InvestmentExpensesNotIncld2Amt |
| Other Expenses Not Included | -$79,346 | OtherExpensesNotIncludedAmt |
| Expenses Not Rpt Fincl Stmt | -$79,346 | ExpensesNotRptFinclStmtAmt |
| Total Expenses Per Form990 | $25,357,281 | TotalExpensesPerForm990Amt |
Supplemental Information Detail SupplementalInformationDetail (3 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| Schedule D, Part X, Line 2 | McLean accounts for income taxes in accordance with FASB ASC 740 "Income Taxes". McLean accounts for uncertain tax positions in accordance with certain provisions of FASB ASC 740, which provides a framework for how organizations should recognize, measure, present and disclose uncertain tax positions in their financial statement. Under FASB ASC 740, McLean may recognize the tax benefit from uncertain tax positions only if it is more likely than not that the tax position will be sustained on examination by the taxing authoriuties, based on the technical merits of the position. McLean did not record any unrecognized tax benefits nor did McLean record any penalties or interest associated with unrecognized tax benefits as of September 30, 2017 and 2016. Management believes McLean is operating in accordance with its non-profit tax status and accordingly no provision for income taxes has been recorded. |
| Schedule D, Part XI, Line 4b | Program expenses formerly under the auspices of the McLean Foundation Inc including golf tournament of $79,346. |
| Schedule D, Part XII, Line 4b | Program expenses formerly under the auspices of the McLean Foundation Inc including golf tournament $79,346. |
Schedule G IRS990ScheduleG
Fundraising Event Information FundraisingEventInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Event1 | McLean Golf Tournament | Event1Nm |
| Gross Receipts Event1 | $67,716 | GrossReceiptsEvent1Amt |
| Charitable Contri Event1 | $0 | CharitableContriEvent1Amt |
| Gross Revenue Event1 | $67,716 | GrossRevenueEvent1Amt |
| Cash Prizes Event1 | $0 | CashPrizesEvent1Amt |
| Non Cash Prizes Event1 | $0 | NonCashPrizesEvent1Amt |
| Rent Facility Costs Event1 | $7,104 | RentFacilityCostsEvent1Amt |
| Food And Beverage Event1 | $13,120 | FoodAndBeverageEvent1Amt |
| Entertainment Event1 | $0 | EntertainmentEvent1Amt |
| Other Direct Expenses Event1 | $9,121 | OtherDirectExpensesEvent1Amt |
| Food And Beverage Other Events | $0 | FoodAndBeverageOtherEventsAmt |
| Entertainment Other Events | $0 | EntertainmentOtherEventsAmt |
| Gross Receipts Total | $67,716 | GrossReceiptsTotalAmt |
| Charitable Contributions Tot | $0 | CharitableContributionsTotAmt |
| Gross Revenue Total Events | $67,716 | GrossRevenueTotalEventsAmt |
| Cash Prizes Total Events | $0 | CashPrizesTotalEventsAmt |
| Non Cash Prizes Total Events | $0 | NonCashPrizesTotalEventsAmt |
| Rent Fclty Costs Total Events | $7,104 | RentFcltyCostsTotalEventsAmt |
| Food And Beverage Total Events | $13,120 | FoodAndBeverageTotalEventsAmt |
| Entertainment Total Events | $0 | EntertainmentTotalEventsAmt |
| Oth Direct Expnss Total Events | $9,121 | OthDirectExpnssTotalEventsAmt |
| Direct Expense Summary Events | $29,345 | DirectExpenseSummaryEventsAmt |
| Net Income Summary | $38,371 | NetIncomeSummaryAmt |
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 |
| 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 | 0 | AnyNonFixedPaymentsInd |
| Initial Contract Exception | 0 | InitialContractExceptionInd |
Rltd Org Officer Trst Key Empl RltdOrgOfficerTrstKeyEmplGrp (6 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 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| David J Bordonaro | ||||||||||||||
| President | $287,098 | $0 | $29,454 | $0 | $0 | $0 | $34,205 | $0 | $14,222 | $0 | $364,979 | $0 | $0 | $0 |
| Carol Barno | ||||||||||||||
| Vice President of Finance and CFO | $183,698 | $0 | $17,290 | $0 | $0 | $0 | $20,799 | $0 | $6,544 | $0 | $228,331 | $0 | $0 | $0 |
| Bonnie Ku | ||||||||||||||
| VP of Human Resources | $148,946 | $0 | $15,346 | $0 | $0 | $0 | $16,542 | $0 | $6,544 | $0 | $187,378 | $0 | $0 | $0 |
| Lisa Clark | ||||||||||||||
| Secretary | $122,393 | $0 | $13,281 | $0 | $0 | $0 | $13,223 | $0 | $19,213 | $0 | $168,110 | $0 | $0 | $0 |
| Susan Ahrens | ||||||||||||||
| Nurse | $99,025 | $0 | $6,118 | $0 | $0 | $0 | $9,681 | $0 | $7,133 | $0 | $121,957 | $0 | $0 | $0 |
| Susan Ahrens | ||||||||||||||
| Nurse | $99,870 | $0 | $2,195 | $0 | $0 | $0 | $9,324 | $0 | $13,592 | $0 | $124,981 | $0 | $0 | $0 |
Supplemental Information Detail SupplementalInformationDetail (2 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| Schedule J, 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 golft carts used and food and beverage consumed by the President and his guests on an accountable plan basis. |
| Schedule J, 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. |
Schedule L IRS990ScheduleL
Bus Tr Involve Interested Prsn BusTrInvolveInterestedPrsnGrp
Name Of Interested NameOfInterested
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | Martin Geitz - former director | PersonNm |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Relationship Description | Former Director is President of Simsbury Bank | RelationshipDescriptionTxt |
| Transaction | $0 | TransactionAmt |
| Transaction | McLean Affiliates Bank Account | TransactionDesc |
| Sharing Of Revenues | 0 | SharingOfRevenuesInd |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (7 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| Form 990, Part VI, Section A, Line 2 | Mark Wetzel, Trustee of McLean Fund and McLean Affiliates, Inc. is the President of Fiduciary Investment Advisors, an investment advisory firm that provides advice to McLean Fund and its controlled entities. We consider Mr. Wetzel not to be an independent director. Michael Paine, Chairman of the board of McLean Fund and director of McLean Game Refuge, Inc. is the President of Paine's Inc. McLean Affiliates, Inc. and McLean Game Refuge, Inc. both controlled entities of McLean Fund have waste collection contract with Paine's Inc. We consider Mr. Paine not to be an independent director. Martin Geitz, a trustee of McLean Fund, Inc. and Director of McLean Game Refuge, Inc (resigned as of 5/22/17) is President of Simsbury Bank. McLean Affiliates, Inc has a banking relationship in the form of bank accounts and certificates of deposit with the Bank. We consider Mr. Geitz to be an independent director. David Bordonaro, Carol Barno, Bonnie Ku and Lisa Clark, all officers of McLean Affiliates, Inc have a Business relationsuhip with the directors as they are employeed by a related organization governed by these directors. |
| 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 McLean Fund. |
| Form 990, Part VI, Section B, Line 11b | The McLean Affiliates, Inc. form 990 was prepared by the finance office staff including 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 member of this committee are also Directors of McLean Affiliates, Inc. The return was then mailed to the Board of Directors before the return was filed. The audit committee chairman reported the committees's conclusion to the Board of Directors of McLean Affiliates, Inc. at it's next meeting. |
| 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 | 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 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. |
Schedule R IRS990ScheduleR
Id Related Tax Exempt Org IdRelatedTaxExemptOrgGrp (3 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) | 509(a)(3) | N/A | 0 | |
| McLean Game Refuge Inc | |||||||||||
| 75 Great Pond Road | Simsbury | CT | 06070 | 261960261 | Maintain an over 4,400 acre nature preserve open to the public year round at no charge. | CT | 501(c)(3) | 509(a)(3) Type 1 | Yes (1) | McLean Fund | |
| McLean Foundation | |||||||||||
| 75 Great Pond Road | Simsbury | CT | 06070 | 237032779 | Fundraising for McLean | CT | 501(c)(3) | 509a1 and 170b1Avi | Yes (1) | McLean Fund | |
| 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 | 0 | 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 | 0 | 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 | Yes (1) | TransferToOtherOrgInd |
| Transfer From Other Org | 0 | TransferFromOtherOrgInd |