Civic Intelligence

Mclean Affiliates Inc.

990 • Fiscal year 2017 • EIN 26-1960246

Oct 01, 2016 to Sep 30, 2017 • Filed on Aug 14, 2018

Refreshing map…

75 Great Pond RoadSimsbury, CT 06070

(860) 658-3700

Siviq Scores

Precomputed percentiles for this filing year versus similar nonprofits in the same peer cohort.

Liabilities / Assets

58th percentile

0.34x

Higher debt load relative to assets than 58% of similar nonprofits.

2017 filings • 501(c)3 • $25M-$50M nonprofits • Source year 2017

Liabilities / Revenue

61st percentile

0.47x

Higher debt load relative to revenue than 61% of similar nonprofits.

2017 filings • 501(c)3 • $25M-$50M nonprofits • Source year 2017

Net Margin

65th percentile

8.4%

Higher net margin than 65% of similar nonprofits.

2017 filings • 501(c)3 • $25M-$50M nonprofits • Source year 2017

Top Officer Pay

73rd percentile

$364,979

Higher top officer pay than 73% of similar nonprofits.

Top officer pay equals 1.3% of source-year revenue.

2017 filings • 501(c)3 • $25M-$50M nonprofits • Source year 2017

Asset Growth

60th percentile

7.7%

Faster asset growth than 60% of similar nonprofits.

2017 filings • 501(c)3 • $25M-$50M nonprofits • Annualized from 2016 to 2017

Revenue Growth

53rd percentile

5.7%

Faster revenue growth than 53% of similar nonprofits.

2017 filings • 501(c)3 • $25M-$50M nonprofits • Annualized from 2016 to 2017

Assets

Up

$38,860,858

Up $2,767,145 (+7.7%) from 2016

Net Assets

Up

$25,783,715

Up $2,885,430 (+13%) from 2016

Liabilities

Down

$13,077,143

Down $118,285 (-0.9%) from 2016

Revenue

Up

$27,687,176

Up $1,498,470 (+5.7%) from 2016

Expenses

Up

$25,357,281

Up $1,183,209 (+4.9%) from 2016

Net Income

Up

$2,329,895

Up $315,261 (+16%) from 2016

Historical Trend

Balance Sheet Trend

The highlighted filing sits inside the broader history for assets, liabilities, and net assets.

$150M$100M$50M$0Assets 2011: $34,450,335Liabilities 2011: $15,082,778Net Assets 2011: $19,367,5572011Assets 2013: $33,856,626Liabilities 2013: $13,979,027Net Assets 2013: $19,877,5992013Assets 2014: $34,330,357Liabilities 2014: $14,337,269Net Assets 2014: $19,993,0882014Assets 2015: $34,738,030Liabilities 2015: $13,833,854Net Assets 2015: $20,904,1762015Assets 2016: $36,093,713Liabilities 2016: $13,195,428Net Assets 2016: $22,898,2852016Assets 2017: $38,860,858Liabilities 2017: $13,077,143Net Assets 2017: $25,783,7152017Assets 2018: $41,293,119Liabilities 2018: $13,249,798Net Assets 2018: $28,043,3212018Assets 2019: $44,764,595Liabilities 2019: $15,059,610Net Assets 2019: $29,704,9852019Assets 2020: $113,229,042Liabilities 2020: $80,441,211Net Assets 2020: $32,787,8312020Assets 2021: $119,028,138Liabilities 2021: $85,330,396Net Assets 2021: $33,697,7422021Assets 2022: $123,246,574Liabilities 2022: $95,644,204Net Assets 2022: $27,602,3702022Assets 2024: $103,545,956Liabilities 2024: $84,895,514Net Assets 2024: $18,650,4422024

Highlighted filing

2017

Assets$38,860,858
Liabilities$13,077,143
Net Assets$25,783,715

Operations Trend

Revenue, expenses, and net income across loaded years, with this filing highlighted.

$40M$20M$0-$20MExpenses 2011: $28,070,6022011Expenses 2013: $25,292,8612013Revenue 2014: $28,510,658Expenses 2014: $25,352,678Net Income 2014: $3,157,9802014Revenue 2015: $25,688,780Expenses 2015: $24,126,169Net Income 2015: $1,562,6112015Revenue 2016: $26,188,706Expenses 2016: $24,174,072Net Income 2016: $2,014,6342016Revenue 2017: $27,687,176Expenses 2017: $25,357,281Net Income 2017: $2,329,8952017Revenue 2018: $28,765,088Expenses 2018: $26,704,176Net Income 2018: $2,060,9122018Revenue 2019: $29,944,885Expenses 2019: $28,225,780Net Income 2019: $1,719,1052019Revenue 2020: $28,786,053Expenses 2020: $30,350,670Net Income 2020: -$1,564,6172020Revenue 2021: $28,380,962Expenses 2021: $29,002,359Net Income 2021: -$621,3972021Revenue 2022: $28,640,371Expenses 2022: $31,653,067Net Income 2022: -$3,012,6962022Revenue 2024: $33,106,532Expenses 2024: $38,778,403Net Income 2024: -$5,671,8712024

Highlighted filing

2017

Revenue$27,687,176
Expenses$25,357,281
Net Income$2,329,895
Jump To
Filing Snapshot
Filing Period
Oct 1, 2016 to Sep 30, 2017
Signed
Aug 14, 2018
Return Version
2016v3.0
Gross Receipts
$27,716,521
Mission and Program Overview

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.

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.

Balance Sheet Detail
LineBeginningEndChange
Assets
Land, Buildings, and Equipment, Net$18,770,087$18,751,580▼ $18,507
Cash and Non-Interest-Bearing Accounts$7,849,167$8,889,380▲ $1,040,213
Investments in Publicly Traded Securities$6,406,589$8,116,040▲ $1,709,451
Accounts Receivable$1,815,173$1,819,495▲ $4,322
Prepaid Expenses and Deferred Charges$324,672$322,427▼ $2,245
Total Assets$36,093,713$38,860,858▲ $2,767,145
Other Assets Total$928,025$961,936▲ $33,911
Liabilities
Deferred Revenue$5,502,123$5,353,544▼ $148,579
Other Liabilities$5,265,108$5,233,549▼ $31,559
Accounts Payable and Accrued Expenses$2,428,197$2,490,050▲ $61,853
Total Liabilities$13,195,428$13,077,143▼ $118,285
Net Assets / Fund Balance
Unrestricted Net Assets$21,096,715$23,681,304▲ $2,584,589
Temporarily Rstr Net Assets$1,801,570$2,102,411▲ $300,841
Permanently Rstr Net Assets$0$0→ $0
Total Net Assets Fund Balance$22,898,285$25,783,715▲ $2,885,430
Total Liabilities and Net Assets / Fund Balance$36,093,713$38,860,858▲ $2,767,145

Asset Categories

AssetBook ValueDepreciationBasis
Buildings$12,952,337$14,810,961$27,763,298
Equipment$5,695,173$8,833,805$14,528,978
Other Land Buildings$74,120$0$74,120
Land$29,950-$29,950
Leasehold Improvements$0$0$0
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
David J BordonaroPresidentPT$287,098$77,881$364,979
Carol BarnoVice President of Finance and CFOFT$183,698$44,633$228,331
Bonnie KuVP of Human ResourcesFT$148,946$38,432$187,378
Lisa ClarkSecretaryFT$122,393$45,717$168,110
Susan AhrensNurseFT$99,870$25,111$124,981
Diane BristolDirector of NursingFT$105,143$16,814$121,957

Board Members and Trustees

NameTitle
Michael PaineChairman (as of 12/19/16)
Mark WetzelChairman (until 12/19/16)
James W Cox-ChapmanDirector
Jared GriseDirector
Kathleen AlsgaardDirector
Linda SchofieldDirector
Phillip SchulzDirector
Robert HensleyDirector
Martin GeitzDirector (resigned 5/22/17)
P Douglas PowellDirector (resigned 9/18/17)

Highest Paid Contractors

ContractorServicesLocationCompensation
Sodexo Inc & AffiliatesManagement of Food & Environmental ServicesBox 81049, Suite 202, Woburn, MA 01813-1049$1,328,223
Newfield Construction IncConstruction management & services225 Newfield Avenue, Hartford, CT 06106$788,441
IT Direct LLCIT Support and upgrade67 Prospect Avenue, West Hartford, CT 06106$325,629
Omnicare of CTPharmacy servicesPO Box 781668, Detroil, MI 48278-1668$208,743
McKesson Med Surgical Supply IncMedical SupplyPO Box 630693, Cincinnati, OH 45263-0693$114,647
Revenue and Support

Revenue Composition

Contributions and Grants
$871,420
Program Service Revenue
$26,485,131
Investment Income
$153,131
Other Revenue
$177,494
All Other Contributions
$548,428
Change in Net Assets
$2,329,895

Audited Revenue Reconciliation

Revenue per Audited Statements
$27,766,522
Revenue Not Reported on Financial Statements
$-79,346
Revenue Not Reported on Form 990
$555,535
Other Revenue Adjustments
$-79,346
Total Revenue per Audited Statements
$28,322,057
Total Revenue per Form 990
$27,687,176
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Salaries, Compensation, and Employee Benefits$17,037,404
Other Expenses$8,319,877
Total Fundraising Expense$189,985
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Salaries and Wages$12,493,556$633,550$125,376$13,252,482
Depreciation Depletion$1,736,910--$1,736,910
Occupancy$1,411,431--$1,411,431
Other Expenses$1,093,698$0$0$1,093,698
Other Employee Benefits$951,885$100,902$9,435$1,062,222
Payroll Taxes$911,963$96,671$9,038$1,017,672
Current Officers, Directors, Trustees, and Key Employees$158,044$707,056-$865,100
Pension Plan Contributions$752,683$79,786$7,459$839,928
Fees for Services Other$320,692$174,323$42,447$537,462
Information Technology$170,478$297,361$5,357$473,196
Office Expenses$162,594$111,405$14,200$288,199
Advertising$178,020$43,524-$221,544
Insurance$183,644--$183,644
All Other Expenses$180,742$-728$-26,802$153,212
Travel$122,245$4,792$340$127,377
Fees for Services Accounting-$36,619-$36,619
Conferences and Meetings$7,190$18,393$3,135$28,718
Fees for Services Legal$8,641$10,007-$18,648
Total Functional Expenses$22,792,387$2,374,909$189,985$25,357,281

Audited Expense Reconciliation

Line ItemAmount
Expenses per Audited Statements$25,436,627
Total Expenses per Audited Statements$25,436,627
Total Expenses per Form 990$25,357,281
Expenses Not Reported on Form 990$0
Expenses Not Reported on Financial Statements$-79,346
Other Expense Adjustments$-79,346
Fundraising, Events, and Gaming
Fundraising activities
Yes
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Fundraising Gross Income$67,716
Fundraising Direct Expenses$29,345
Professional Fundraising Fees$0

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
McLean Golf Tournament$67,716$67,716$9,121$58,595
Total Events$67,716$67,716$29,345$38,371
Political and Lobbying Activity
Political campaign activity
No
Lobbying activity
No
Subject to proxy tax
No
Insider Transactions and Loans

Interested-Person Transactions

Interested PartyRelationshipDescriptionShared RevenueAmount
Martin Geitz - former directorFormer Director is President of Simsbury BankMcLean Affiliates Bank AccountNo$0
Debt and Bond Financing

Other Reported Liabilities

LiabilityAmount
Refundable Entry Fees$4,733,375
Deposits Held for Residents$415,773
Conditional Asset Retirement Obligation$84,401
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
Yes
Audit committee
Yes
Business relationship with family members
No
Business relationship with organization members
Yes
Material changes to governing documents
No
Compensation from other sources disclosed
No
CEO compensation reviewed
Yes
Other officer compensation reviewed
Yes
Conflict-of-interest policy
Yes
Audited financial statements prepared
No
Key decisions subject to board approval
Yes
Management duties delegated
No

Governance Explanations

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.

Filing and Contact Details

Filer

Filer Name
Mclean Affiliates Inc
EIN
26-1960246
Phone
8606583700
Address
75 Great Pond Road, Simsbury, CT 06070
Doing Business As
McLean

Signing Officer

Name
Carol Barno
Title
VP of Finance
Phone
8606583759
Signed
2018-08-14

Organization Details

Principal Officer
David Bordonaro
Formed
2008
Legal Domicile
Ct
Voting Board Members
8
Independent Board Members
6
Employees
499
Volunteers
300
Supplemental Narrative

Financial Statement Notes

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.

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IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt41
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt51
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt61
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt71
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt81
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt93
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt1033
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt1138
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt1236
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt1339
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt1440
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt1540
IRS990/Form990PartVIISectionAGrp/HighestCompensatedEmployeeInd0X
IRS990/Form990PartVIISectionAGrp/HighestCompensatedEmployeeInd1X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd0X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd1X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd2X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd3X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd4X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd5X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd6X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd7X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd8X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd9X
IRS990/Form990PartVIISectionAGrp/OfficerInd0X
IRS990/Form990PartVIISectionAGrp/OfficerInd1X
IRS990/Form990PartVIISectionAGrp/OfficerInd2X
IRS990/Form990PartVIISectionAGrp/OfficerInd3X
IRS990/Form990PartVIISectionAGrp/OfficerInd4X
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt00
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt10
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt20
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt30
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt40
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt50
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt60
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt70
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt80
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt90
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt1048427
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt1132436
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt1227343
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt1323086
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt1416814
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt1522916
IRS990/Form990PartVIISectionAGrp/PersonNm0Mark Wetzel
IRS990/Form990PartVIISectionAGrp/PersonNm1James W Cox-Chapman
IRS990/Form990PartVIISectionAGrp/PersonNm2Martin Geitz
IRS990/Form990PartVIISectionAGrp/PersonNm3Robert Hensley
IRS990/Form990PartVIISectionAGrp/PersonNm4P Douglas Powell
IRS990/Form990PartVIISectionAGrp/PersonNm5Linda Schofield
IRS990/Form990PartVIISectionAGrp/PersonNm6Phillip Schulz
IRS990/Form990PartVIISectionAGrp/PersonNm7Jared Grise
IRS990/Form990PartVIISectionAGrp/PersonNm8Kathleen Alsgaard
IRS990/Form990PartVIISectionAGrp/PersonNm9Michael Paine
IRS990/Form990PartVIISectionAGrp/PersonNm10David J Bordonaro
IRS990/Form990PartVIISectionAGrp/PersonNm11Lisa Clark
IRS990/Form990PartVIISectionAGrp/PersonNm12Carol Barno
IRS990/Form990PartVIISectionAGrp/PersonNm13Bonnie Ku
IRS990/Form990PartVIISectionAGrp/PersonNm14Diane Bristol
IRS990/Form990PartVIISectionAGrp/PersonNm15Susan Ahrens
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt00
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt10
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt20
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt30
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt40
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt50
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt60
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt70
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt80
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt90
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt10316552
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt11135675
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt12200988
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt13164293
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt14105143
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt15102065
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt00
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt10
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt20
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt30
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt40
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt50
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt60
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt70
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt80
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt90
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt100
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt110
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt120
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt130
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt140
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt150
IRS990/Form990PartVIISectionAGrp/TitleTxt0Chairman (until 12/19/16)
IRS990/Form990PartVIISectionAGrp/TitleTxt1Director
IRS990/Form990PartVIISectionAGrp/TitleTxt2Director (resigned 5/22/17)
IRS990/Form990PartVIISectionAGrp/TitleTxt3Director
IRS990/Form990PartVIISectionAGrp/TitleTxt4Director (resigned 9/18/17)
IRS990/Form990PartVIISectionAGrp/TitleTxt5Director
IRS990/Form990PartVIISectionAGrp/TitleTxt6Director
IRS990/Form990PartVIISectionAGrp/TitleTxt7Director
IRS990/Form990PartVIISectionAGrp/TitleTxt8Director
IRS990/Form990PartVIISectionAGrp/TitleTxt9Chairman (as of 12/19/16)
IRS990/Form990PartVIISectionAGrp/TitleTxt10President
IRS990/Form990PartVIISectionAGrp/TitleTxt11Secretary
IRS990/Form990PartVIISectionAGrp/TitleTxt12Vice President of Finance and CFO
IRS990/Form990PartVIISectionAGrp/TitleTxt13VP of Human Resources
IRS990/Form990PartVIISectionAGrp/TitleTxt14Director of Nursing
IRS990/Form990PartVIISectionAGrp/TitleTxt15Nurse
IRS990/Form990ProvidedToGvrnBodyInd01
IRS990/FormationYr02008
IRS990/FormerOfcrEmployeesListedInd00
IRS990/FSAuditedBasisGrp/SeparateBasisFinclStmtInd0X
IRS990/FSAuditedInd01
IRS990/FundraisingActivitiesInd01
IRS990/FundraisingAmt00
IRS990/FundraisingDirectExpensesAmt029345
IRS990/FundraisingGrossIncomeAmt067716
IRS990/GainOrLossGrp/OtherAmt00
IRS990/GainOrLossGrp/SecuritiesAmt00
IRS990/GamingActivitiesInd00
IRS990/GoverningBodyVotingMembersCnt08
IRS990/GovernmentGrantsAmt00
IRS990/GrantAmt00
IRS990/GrantsToIndividualsInd00
IRS990/GrantsToOrganizationsInd00
IRS990/GrantToRelatedPersonInd00
IRS990/GrossReceiptsAmt027716521
IRS990/GroupReturnForAffiliatesInd00
IRS990/IncludeFIN48FootnoteInd01
IRS990/IncmFromInvestBondProceedsGrp/ExclusionAmt00
IRS990/IncmFromInvestBondProceedsGrp/RelatedOrExemptFuncIncomeAmt00
IRS990/IncmFromInvestBondProceedsGrp/TotalRevenueColumnAmt00
IRS990/IncmFromInvestBondProceedsGrp/UnrelatedBusinessRevenueAmt00
IRS990/IndependentAuditFinclStmtInd01
IRS990/IndependentVotingMemberCnt06
IRS990/IndivRcvdGreaterThan100KCnt06
IRS990/IndoorTanningServicesInd00
IRS990/InfoInScheduleOPartVIInd0X
IRS990/InformationTechnologyGrp/FundraisingAmt05357
IRS990/InformationTechnologyGrp/ManagementAndGeneralAmt0297361
IRS990/InformationTechnologyGrp/ProgramServicesAmt0170478
IRS990/InformationTechnologyGrp/TotalAmt0473196
IRS990/InsuranceGrp/ProgramServicesAmt0183644
IRS990/InsuranceGrp/TotalAmt0183644
IRS990/InvestmentExpenseAmt00
IRS990/InvestmentIncomeGrp/ExclusionAmt0153131
IRS990/InvestmentIncomeGrp/RelatedOrExemptFuncIncomeAmt00
IRS990/InvestmentIncomeGrp/TotalRevenueColumnAmt0153131
IRS990/InvestmentIncomeGrp/UnrelatedBusinessRevenueAmt00
IRS990/InvestmentInJointVentureInd00
IRS990/InvestmentsPubTradedSecGrp/BOYAmt06406589
IRS990/InvestmentsPubTradedSecGrp/EOYAmt08116040
IRS990/IRPDocumentCnt0119
IRS990/IRPDocumentW2GCnt00
IRS990/LandBldgEquipAccumDeprecAmt023644766
IRS990/LandBldgEquipBasisNetGrp/BOYAmt018770087
IRS990/LandBldgEquipBasisNetGrp/EOYAmt018751580
IRS990/LandBldgEquipCostOrOtherBssAmt042396346
IRS990/LegalDomicileStateCd0CT
IRS990/LoanOutstandingInd00
IRS990/LobbyingActivitiesInd00
IRS990/LocalChaptersInd00
IRS990/MaterialDiversionOrMisuseInd00
IRS990/MembershipDuesAmt00
IRS990/MembersOrStockholdersInd00
IRS990/MethodOfAccountingAccrualInd0X
IRS990/MinutesOfCommitteesInd01
IRS990/MinutesOfGoverningBodyInd01
IRS990/MiscellaneousRevenueGrp/ExclusionAmt00
IRS990/MiscellaneousRevenueGrp/RelatedOrExemptFuncIncomeAmt00
IRS990/MiscellaneousRevenueGrp/TotalRevenueColumnAmt00
IRS990/MiscellaneousRevenueGrp/UnrelatedBusinessRevenueAmt00
IRS990/MissionDesc0McLean 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.
IRS990/MoreThan5000KToIndividualsInd00
IRS990/MoreThan5000KToOrgInd00
IRS990/NetAssetsOrFundBalancesBOYAmt022898285
IRS990/NetAssetsOrFundBalancesEOYAmt025783715
IRS990/NetIncmFromFundraisingEvtGrp/ExclusionAmt038371
IRS990/NetIncmFromFundraisingEvtGrp/TotalRevenueColumnAmt038371
IRS990/NetIncmFromFundraisingEvtGrp/UnrelatedBusinessRevenueAmt00
IRS990/NetUnrelatedBusTxblIncmAmt00
IRS990/NetUnrlzdGainsLossesInvstAmt0555535
IRS990/NoncashContributionsAmt00
IRS990/NondeductibleContributionsInd00
IRS990/OccupancyGrp/ProgramServicesAmt01411431
IRS990/OccupancyGrp/TotalAmt01411431
IRS990/OfficeExpensesGrp/FundraisingAmt014200
IRS990/OfficeExpensesGrp/ManagementAndGeneralAmt0111405
IRS990/OfficeExpensesGrp/ProgramServicesAmt0162594
IRS990/OfficeExpensesGrp/TotalAmt0288199
IRS990/OfficerMailingAddressInd00
IRS990/OperateHospitalInd00
IRS990/Organization501c3Ind0X
IRS990/OrganizationFollowsSFAS117Ind0X
IRS990/OtherAssetsTotalGrp/BOYAmt0928025
IRS990/OtherAssetsTotalGrp/EOYAmt0961936
IRS990/OtherChangesInNetAssetsAmt00
IRS990/OtherEmployeeBenefitsGrp/FundraisingAmt09435
IRS990/OtherEmployeeBenefitsGrp/ManagementAndGeneralAmt0100902
IRS990/OtherEmployeeBenefitsGrp/ProgramServicesAmt0951885
IRS990/OtherEmployeeBenefitsGrp/TotalAmt01062222
IRS990/OtherExpensesGrp/Desc0Dining Services
IRS990/OtherExpensesGrp/Desc1Taxes & Fees
IRS990/OtherExpensesGrp/Desc2Medical Supplies & Equipment
IRS990/OtherExpensesGrp/FundraisingAmt00
IRS990/OtherExpensesGrp/FundraisingAmt10
IRS990/OtherExpensesGrp/FundraisingAmt20
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt00
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt161248
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt20
IRS990/OtherExpensesGrp/ProgramServicesAmt01225772
IRS990/OtherExpensesGrp/ProgramServicesAmt1722199
IRS990/OtherExpensesGrp/ProgramServicesAmt21093698
IRS990/OtherExpensesGrp/TotalAmt01225772
IRS990/OtherExpensesGrp/TotalAmt1783447
IRS990/OtherExpensesGrp/TotalAmt21093698
IRS990/OtherLiabilitiesGrp/BOYAmt05265108
IRS990/OtherLiabilitiesGrp/EOYAmt05233549
IRS990/OtherRevenueMiscGrp/BusinessCd0623110
IRS990/OtherRevenueMiscGrp/BusinessCd1812900
IRS990/OtherRevenueMiscGrp/Desc0Bad Debt - contra revenue
IRS990/OtherRevenueMiscGrp/Desc1Other patient care services
IRS990/OtherRevenueMiscGrp/ExclusionAmt00
IRS990/OtherRevenueMiscGrp/ExclusionAmt1181123
IRS990/OtherRevenueMiscGrp/RelatedOrExemptFuncIncomeAmt0-42000
IRS990/OtherRevenueMiscGrp/RelatedOrExemptFuncIncomeAmt10
IRS990/OtherRevenueMiscGrp/TotalRevenueColumnAmt0-42000
IRS990/OtherRevenueMiscGrp/TotalRevenueColumnAmt1181123
IRS990/OtherRevenueMiscGrp/UnrelatedBusinessRevenueAmt00
IRS990/OtherRevenueMiscGrp/UnrelatedBusinessRevenueAmt10
IRS990/OtherRevenueTotalAmt0139123
IRS990/OtherSalariesAndWagesGrp/FundraisingAmt0125376
IRS990/OtherSalariesAndWagesGrp/ManagementAndGeneralAmt0633550
IRS990/OtherSalariesAndWagesGrp/ProgramServicesAmt012493556
IRS990/OtherSalariesAndWagesGrp/TotalAmt013252482
IRS990/OtherWebsiteInd0X
IRS990/PartialLiquidationInd00
IRS990/PayPremiumsPrsnlBnftCntrctInd00
IRS990/PayrollTaxesGrp/FundraisingAmt09038
IRS990/PayrollTaxesGrp/ManagementAndGeneralAmt096671
IRS990/PayrollTaxesGrp/ProgramServicesAmt0911963
IRS990/PayrollTaxesGrp/TotalAmt01017672
IRS990/PensionPlanContributionsGrp/FundraisingAmt07459
IRS990/PensionPlanContributionsGrp/ManagementAndGeneralAmt079786
IRS990/PensionPlanContributionsGrp/ProgramServicesAmt0752683
IRS990/PensionPlanContributionsGrp/TotalAmt0839928

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Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Facts available. Structured filing facts are available, but richer extracted sections are limited.$104$84.9$18.7$33.1$38.8$5.67
2022Facts available. Structured filing facts are available, but richer extracted sections are limited.$123$95.6$27.6$28.6$31.7$3.01
2021Facts available. Structured filing facts are available, but richer extracted sections are limited.$119$85.3$33.7$28.4$29.0$0.62
2020XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$113$80.4$32.8$28.8$30.4$1.56
2019XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$44.8$15.1$29.7$29.9$28.2$1.72
2018XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$41.3$13.2$28.0$28.8$26.7$2.06
2017Detailed filing. Detailed filing data is available for this year.$38.9$13.1$25.8$27.7$25.4$2.33
2016Detailed filing. Detailed filing data is available for this year.$36.1$13.2$22.9$26.2$24.2$2.01
2015Detailed filing. Detailed filing data is available for this year.$34.7$13.8$20.9$25.7$24.1$1.56
2014Detailed filing. Detailed filing data is available for this year.$34.3$14.3$20.0$28.5$25.4$3.16
2013Facts available. Structured filing facts are available, but richer extracted sections are limited.$33.9$14.0$19.9$25.3
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$34.5$15.1$19.4$28.1