2022-08-15T07:30:35-05:00 2021-09-30 410746749 CLIFTONLARSONALLEN LLP TWO INTERNATIONAL PLACE 22ND FLOOR BOSTON MA 02110 990 2020-10-01 261960246 MCLEAN AFFILIATES INC MCLE 8606583700 75 GREAT POND ROAD SIMSBURY CT 06070 CAROL BARNO VP OF FINANCE 8606583700 2022-08-09 1 CAROL BARNO 999009999 LAURA J KENNEY P00202198 6177170831 2022-08-09 2 AAL1 IAL1 2020 2022-09-23 18:48:47Z MCLEAN DAVID BORDONARO 75 GREAT POND ROAD SIMSBURY CT 06070 28413950 0 X MCLEANCARE.ORG X 2008 CT MCLEAN AFFILIATES, INC. IS A NOT-FOR-PROFIT PROVIDER OF SENIOR LIVING AND HEALTH CARE IN CONNECTICUT. MCLEAN AFFILIATES, INC. IS DEDICATED TO PROVIDING AND/OR COORDINATING WITH PARTNERS A FULL CONTINUUM OF QUALITY COST-EFFECTIVE HEALTH, HOUSING AND COMMUNITY SUPPORT SERVICES TO SENIORS AND OTHERS WITH HEALTH RELATED NEEDS. 8 8 524 166 0 0 465715 2383448 27950070 25255238 332372 687989 37896 54287 28786053 28380962 0 0 0 0 19424683 18663196 0 0 144164 10925987 10339163 30350670 29002359 -1564617 -621397 113229042 119028138 80441211 85330396 32787831 33697742 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 10953246 10813893 LONG TERM & POST ACUTE INPATIENT CARE - MCLEAN AFFILIATES, INC. OPERATES THE MCLEAN HEALTH CARE CENTER. AT THE START OF THIS FISCAL YEAR THERE WERE WITHIN THIS FACILITY, 89 BEDS LICENSED FOR SKILLED NURSING CARE UNDER THE FEDERAL MEDICARE PROGRAM. OF THESE BEDS, APPROXIMATELY 68 WERE ALLOCATED FOR LONG TERM CARE OF THE ELDERLY, CHRONICALLY ILL, AND DISABLED. IN THIS FISCAL YEAR THERE WERE 18,687 LONG TERM PATIENT DAYS OF CARE AND 5,713 POST ACUTE DAYS OF CARE. 6268325 5321162 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 18,251 DAYS OF CARE PROVIDED IN THE CURRENT YEAR. ADULT DAY SERVICES ARE AVAILABLE TO INDIVIDUALS IN THE COMMUNITY. 4066106 4482782 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, 15 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 50 CLIENTS WITH 440 CLASS SESSION DAYS IN THE CURRENT YEAR. THE WELLNESS PROGRAM CLOSED DUE TO COVID-19 FOR A PORTION OF THE YEAR. THE INDEPENDENT LIVING KITCHEN PREPARED 31,506 MEALS ON WHEELS FOR RESIDENTS OF 5 AREA TOWNS. 4423266 4023585 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. 532 HOME CARE CLIENTS RECEIVED 13,441 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 4,558 DAYS OF HOSPICE CARE PROVIDED TO 155 CLIENTS. 574469 613816 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. 4997735 4637401 26285412 1 1 0 0 0 0 0 0 1 0 1 0 0 1 1 0 1 0 0 0 0 0 0 0 1 0 0 0 0 1 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 1 1 0 0 1 136 0 1 524 1 0 0 0 0 0 1 1 0 0 0 0 0 0 X 8 8 0 0 0 0 0 1 0 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 4.00 4.00 X X 0 0 0 KATHLEEN ALSGAARD DIRECTOR 2.00 2.50 X 0 0 0 JAMES COX-CHAPMAN DIRECTOR 2.00 2.50 X 0 0 0 JARED GRISE DIRECTOR 2.00 2.50 X 0 0 0 ROBERT S HENSLEY DIRECTOR 2.00 2.50 X 0 0 0 LINDA SCHOFIELD DIRECTOR 2.00 2.50 X 0 0 0 PHILIP SCHULZ DIRECTOR 3.00 2.50 X 0 0 0 MARK WETZEL DIRECTOR 2.00 2.50 X 0 0 0 DAVID J BORDONARO PRESIDENT 35.00 7.00 X 358309 0 47381 CAROL BARNO VP OF FINANCE AND CFO 37.00 3.00 X 225043 0 26234 LISA CLARK SECRETARY 38.00 2.00 X 200430 0 34598 BONNIE KU VP OF HUMAN RESOURCES 39.00 1.00 X 186682 0 24660 MYRA SHELSKY RN SUPERVISOR 40.00 0.00 X 187827 0 21752 AURORA VITUG NURSE 40.00 0.00 X 186650 0 21781 BETH FINN APRN 40.00 0.00 X 139207 0 0 ANNE ROLFE REHAB DIRECTOR 40.00 0.00 X 136212 0 10880 BETHANY FAIRBAIRN RN SUPERVISOR 40.00 0.00 X 129851 0 3942 1750211 0 191228 23 0 1 0 CE FLOYD COMPANY 135 SOUTH ROAD BEDFORD MA 01730 GENERAL CONTRACTOR 3087413 SFCS INC 305 SOUTH JEFFERSON ST ROANOKE VA 24011 CONSTRUCTION DESIGN SERVICES 984872 IT DIRECT 67 PROSPECT AVENUE SUITE 202 WEST HARTFORD CT 06106 IT SUPPORT 402087 ONE POINT PARTNERS 35 MAIN STREET SUITE 211C TOPSFIELD MA 01983 MANAGEMENT CONSULTING 279558 JAMES WILSON DBA INFINITY GROUP 20 CHURCH STREET HARTFORD CT 06103 ARCHITECTURE SERVICES 244875 7 9411 334000 1650264 389773 2383448 SKILLED NURSING 623110 10813893 10813893 ASSISTED LIVING 623000 5321162 5321162 INDEPENDENT LIVING 623110 4482782 4482782 HOME CARE & HOSPICE 621610 4023585 4023585 613816 613816 25255238 687989 687989 20406 0 20406 20406 20406 66869 9411 32988 33881 33881 28380962 25255238 0 742276 967149 178154 788538 457 14370358 13532746 762699 74913 1006924 900136 101840 4948 1222298 1092348 107601 22349 1096467 980182 110897 5388 37060 31548 5458 54 73290 73290 251885 97946 153939 58154 5785 52369 356340 288694 66027 1619 761522 710163 49151 2208 79152 77950 1005 197 2382718 2324927 50950 6841 212846 61730 151116 PROFESSIONAL & CONTRACT 2122462 2055099 63449 3914 DINING FOOD AND SUPPLIE 1049268 1049268 MARKETING FOR EXPANSION 545518 545518 PROVIDER TAX - NURSING 393678 393678 2015270 1959540 34454 21276 29002359 26285412 2572783 144164 6239337 6970105 1703015 1464792 375788 343292 86599814 32178398 30753106 54421416 12558274 14833284 61599522 40995249 113229042 119028138 4514964 7689088 4735502 5725630 65246073 65236129 1867209 2028996 4077463 4650553 80441211 85330396 X 26462628 27289453 6325203 6408289 32787831 33697742 113229042 119028138 X -621397 1586121 -54813 X 0 1 X 1 1 1 X 921420 874051 630076 465715 2383448 5274710 26485131 27598382 28772181 27950070 25255238 136061002 27406551 28472433 29402257 28415785 27638686 141335712 383000 307000 327350 264000 334000 1615350 0 383000 307000 327350 264000 334000 1615350 139720362 153131 165872 308784 332372 708395 1668554 52490 52490 153131 165872 361274 332372 708395 1721044 248839 192254 181354 37896 33881 694224 27808521 28830559 29944885 28786053 28380962 143750980 0.97200 0.97160 0.01200 0.01020 X SCHEDULE A, PART III, LINE 12, EXPLANATION OF OTHER INCOME: FUNDRAISER INCOME AND OTHER RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 0 1 X 29950 29950 36221108 21183703 15037405 17206008 10994695 6211313 33142748 33142748 54421416 CHARITABLE REMAINDER TRUST 892972 DUE FROM RELATED PARTY 28344 ASSETS WHOSE USE IS LIMITED 40073933 40995249 REFUNDABLE ENTRANCE FEES 4113125 CONDITIONAL ASSET RETIREMENT OBLIGATION 59368 ENTRANCE FEE REFUNDS PAYABLE 478060 4650553 30053653 1586121 86570 1672691 28380962 0 28380962 29143742 141383 141383 29002359 0 29002359 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 86,570. PART XII, LINE 2D - OTHER ADJUSTMENTS: BAD DEBT EXPENSE 141,383. GOLF TOURNAMENT 76280 9411 66869 5075 5215 9071 13627 76280 9411 66869 5075 5215 9071 13627 32988 33881 X 1 1 X X X 0 0 0 0 0 0 0 1 0 DAVID J BORDONARO PRESIDENT 326427 0 31882 0 0 0 39048 0 8333 0 405690 0 0 0 CAROL BARNO VP OF FINANCE AND CFO 204617 0 20426 0 0 0 23589 0 2645 0 251277 0 0 0 LISA CLARK SECRETARY 173430 0 27000 0 0 0 20734 0 13864 0 235028 0 0 0 BONNIE KU VP OF HUMAN RESOURCES 170071 0 16611 0 0 0 19140 0 5520 0 211342 0 0 0 MYRA SHELSKY RN SUPERVISOR 183936 0 3891 0 0 0 19272 0 2480 0 209579 0 0 0 AURORA VITUG NURSE 183267 0 3383 0 0 0 19136 0 2645 0 208431 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 AS THERE WAS NO PERSONAL USE. 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. PART I, LINE 7 MANAGEMENT, ALONG WITH ALL STAFF, ARE ELIGIBLE FOR ANY BONUSES PAID DEPENDENT ON QUALITY AND FINANCIAL INDICATORS AS APPROVED BY THE COMPENSATION COMMITTEE OF THE BOARD. A STATE OF CONNECTICUT HEALTH AND EDUCATIONAL FACILITIES AUTHORITY 060806186 NONEAVAIL 2020-07-30 66773027 TO CONSTRUCT NEW FACILITIES 0 0 0 A 66773027 3630063 1377008 22734569 39031387 0 0 0 0 A 0 0 0 0 0.00000 0.00000 0.00000 0 0 1 A 0 1 0 0 0 0 0 0 1 A 1 FORM 990, PART VI, SECTION A, LINE 7A THE DIRECTORS OF MCLEAN AFFILIATES, INC. ARE APPOINTED BY THE TRUSTEES OF MCLEAN FUND. FORM 990, PART VI, SECTION B, LINE 11B THE MCLEAN AFFILIATES, INC. FORM 990 WAS PREPARED BY TAX PROFESSIONALS FROM OUR AUDIT FIRM, BASED ON INFORMATION SUBMITTED BY OUR MANAGEMENT, AND REVIEWED BY THE VICE PRESIDENT OF FINANCE. THE RETURN WAS THEN REVIEWED BY THE AUDIT COMMITTEE OF THE BOARD OF TRUSTEES OF THE MCLEAN FUND. TWO OF THE THREE MEMBERS OF THIS COMMITTEE ARE ALSO DIRECTORS OF MCLEAN AFFILIATES, INC. THE RETURN WAS THEN PROVIDED TO 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. INDEPENDENT ANALYSIS IS DONE AS NEEDED WHEN DIRECTED BY THE BOARD. AN INDEPENDENT COMMITTEE OF THE BOARD REVIEWED AND APPROVED THE COMPENSATION IN 2021. THERE IS DOCUMENTATION OF THE DELIBERATIONS AND DECISIONS REGARDING COMPENSATION. FORM 990, PART VI, SECTION C, LINE 19 THE GOVERNING DOCUMENTS ARE AVAILABLE UPON REQUEST. THE CODE OF CONDUCT AND CONFLICT OF INTEREST POLICY ARE AVAILABLE UPON REQUEST. THE AUDITED FINANCIAL STATEMENTS ARE FILED WITH THE PROBATE COURT OF THE DISTRICT OF SIMSBURY, CT AS ATTACHMENTS TO THE ANNUAL PROBATE COURT ACCOUNTING FOR MCLEAN FUND. FORM 990, PART XI, LINE 9: CHANGE IN VALUE OF CHARITABLE REMAINDER TRUST 86,570. BAD DEBT EXPENSE -141,383. 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 0 0 1 1 0 0 0 0 0 0 0 0 0 1 1 0 1 1 0 MCLEAN FUND C 334000 CASH