2021-08-13T11:08:46-05:00 2020-09-30 410746749 CLIFTONLARSONALLEN LLP TWO INTERNATIONAL PLACE 22ND FLOOR BOSTON MA 02110 990 2019-10-01 261960246 MCLEAN AFFILIATES INC MCLE 8606583700 75 GREAT POND ROAD SIMSBURY CT 06070 CAROL BARNO VP OF FINANCE 8606583700 2021-08-11 1 LAURA J KENNEY P00202198 6177170831 2021-08-11 2019 2022-09-23 18:48:47Z MCLEAN DAVID BORDONARO 75 GREAT POND ROAD SIMSBURY CT 06070 28806986 0 X MCLEANCARE.ORG X 2008 CT MCLEAN AFFILIATES, INC IS DEDICATED TO PROVIDING AND/OR COORDINATING WITH PARTNERS A FULL CONTINUUM OF QUALITY COST-EFFECTIVE HEALTH, HOUSING AND COMMUNITY SUPPORT SERVICES TO SENIORS AND OTHERS WITH HEALTH RELATED NEEDS. 8 8 497 339 0 0 630076 465715 28772181 27950070 308784 332372 233844 37896 29944885 28786053 0 0 0 0 18249734 19424683 0 0 154715 9976046 10925987 28225780 30350670 1719105 -1564617 44764595 113229042 15059610 80441211 29704985 32787831 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 12487229 11738063 LONG TERM & POST ACUTE INPATIENT CARE - MCLEAN AFFILIATES, INC. OPERATES THE MCLEAN HEALTH CARE CENTER. AT THE START OF THIS FISCAL YEAR THERE WERE WITHIN THIS FACILITY, 89 BEDS LICENSED FOR SKILLED NURSING CARE UNDER THE FEDERAL MEDICARE PROGRAM. OF THESE BEDS, APPROXIMATELY 68 WERE ALLOCATED FOR LONG TERM CARE OF THE ELDERLY, CHRONICALLY ILL, AND DISABLED. IN THIS FISCAL YEAR THERE WERE 19,620 LONG TERM PATIENT DAYS OF CARE AND 6,261 POST ACUTE DAYS OF CARE. 5506591 6078199 ON THE MCLEAN CAMPUS, ASSISTED LIVING SERVICES ARE PROVIDED ON 3 ASSISTED LIVING NEIGHBORHOODS - THE ROBINSON, THE ATWATER AND THE ABERNETHY. THESE THREE NEIGHBORHOODS ARE UNIQUELY DESIGNATED TO PROVIDE COMPREHENSIVE ASSISTANCE, EMPOWERING EACH AND EVERY RESIDENT TO LIVE THEIR LIVES ON THEIR TERMS WITH JUST THE RIGHT AMOUNT OF HELP THEY NEED. THE TOTAL NUMBER OF APARTMENTS AVAILABLE ARE 74 INCLUDING 3 LICENSED IN THE STATE OF CT AS RESIDENTIAL CARE. THE ROBINSON NEIGHBORHOOD HAS 29 APARTMENTS, ATWATER HAS 23 APARTMENTS AND ABERNETHY HAS 22 APARTMENTS. THERE WERE 21,381 DAYS OF CARE PROVIDED IN THE CURRENT YEAR. ADULT DAY SERVICES ARE AVAILABLE TO INDIVIDUALS IN THE COMMUNITY. 4691963 4395004 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. 558 HOME CARE CLIENTS RECEIVED 14,382 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 5,170 DAYS OF HOSPICE CARE PROVIDED TO 196 CLIENTS. 4674785 4932920 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 85 CLIENTS WITH 2,108 CLASS SESSIONS DAYS IN THE CURRENT YEAR. THE WELLNESS PROGRAM CLOSED DUE TO COVID-19 FOR A PORTION OF THE YEAR. THE INDEPENDENT LIVING KITCHEN PREPARED 30,040 MEALS ON WHEELS FOR RESIDENTS OF 5 AREA TOWNS. 519274 993178 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. 5194059 5926098 27879842 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 1 250 0 1 497 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 DAVID J BORDONARO PRESIDENT 33.00 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 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 HENSLEY DIRECTOR 2.00 2.50 X 0 0 0 LINDA SCHOFIELD DIRECTOR 2.00 2.50 X 0 0 0 PHILIP SCHULZ DIRECTOR 2.00 2.50 X 0 0 0 MARK WETZEL DIRECTOR 2.00 2.50 X 0 0 0 1344941 0 176406 6 0 1 0 IT DIRECT 67 PROSPECT AVENUE WEST HARTFORD CT 06106 IT SUPPORT 413516 ONE POINT PARTNERS 10 MAPLE STREET SUITE 302 MIDDLETON MA 01949 MANAGEMENT CONSULTING 226741 JAMES WILSON DBA INFINITY GROUP 20 CHURCH STREET HARTFORD CT 06103 BUILDING DESIGN 212626 3 18030 264000 183685 465715 MCLEAN HEALTH CTR LONG TERM CARE 623110 7637302 7637302 MCLEAN ASSISTED LIVING 623000 6078199 6078199 MCLEAN INDEPENDENT LIVING 623110 4932920 4932920 MCLEAN HOME CARE AND HOSPICE 621610 4395004 4395004 MCLEAN HEALTH CTR POST ACUTE 623110 4100761 4100761 805884 805884 27950070 332372 332372 58829 18030 20933 37896 37896 28786053 27950070 0 370268 1049367 211085 837788 494 14982586 14221586 686096 74904 897474 882727 10079 4668 1368622 1225009 121566 22047 1126634 1017829 103408 5397 29913 26739 3143 31 68318 68318 235351 235351 46233 46233 330620 279210 49899 1511 777546 727856 47473 2217 84090 80765 3004 321 2325692 2270571 48596 6525 198646 61710 136936 PROFESSIONAL & CONTRACT 1785013 1755221 20430 9362 DINING FOOD AND SUPPLIE 1249539 1249539 MARKETING FOR EXPANSION 1058262 1058262 PROVIDER TAX - NURSING 423196 423196 2313568 2153186 133144 27238 30350670 27879842 2316113 154715 X 4836075 6239337 123799 1831767 1703015 137500 0 484784 375788 60596847 29843741 24068601 30753106 12433505 12558274 848564 61599522 44764595 113229042 3904651 4514964 5986764 4735502 65246073 1174643 1867209 3993552 4077463 15059610 80441211 X 27524104 26462628 2180881 6325203 29704985 32787831 44764595 113229042 X -1564617 686826 3960637 X X 0 1 X 1 0 X 711190 921420 874051 630076 465715 3602452 24736454 26485131 27598382 28772181 27950070 135542218 25447644 27406551 28472433 29402257 28415785 139144670 385000 383000 307000 327350 264000 1666350 0 385000 383000 307000 327350 264000 1666350 137478320 429572 153131 165872 308784 332372 1389731 52490 52490 429572 153131 165872 361274 332372 1442221 248187 248839 192254 181354 37896 908530 26125403 27808521 28830559 29944885 28786053 141495421 0.97160 0.96780 0.01020 0.01150 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 32163591 19791483 12372108 3464643 3464643 15910182 10052258 5857924 9028481 9028481 30753106 CHARITABLE REMAINDER TRUST 806402 DUE FROM RELATED PARTY 26028 ASSETS WHOSE USE IS LIMITED 60767092 61599522 REFUNDABLE ENTRANCE FEES 3551525 CONDITIONAL ASSET RETIREMENT OBLIGATION 56452 ENTRANCE FEE REFUNDS PAYABLE 469486 4077463 33328938 686826 4043231 4730057 28598881 187172 187172 28786053 30246092 0 30246092 104578 104578 30350670 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 24,101. TRANSFER FROM MCLEAN FOUNDATION 4,019,130. PART XI, LINE 4B - OTHER ADJUSTMENTS: OTHER RECLASS 82,594. BAD DEBT EXPENSE 104,578. PART XII, LINE 4B - OTHER ADJUSTMENTS: BAD DEBT EXPENSE 104,578. GOLF TOURNAMENT 76859 18030 58829 3311 8260 6308 3054 76859 18030 58829 3311 8260 6308 3054 20933 37896 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 205019 0 20024 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 THE BONUSES ARE AT THE DISCRETION OF THE BOARD. THE COMPENSATION COMMITTEE REVIEWS ANNUALLY. 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 1300164 4552572 57290228 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 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 2020. 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 X, LINE 20, TAX-EXEMPT BOND LIABILITIES: MCLEAN IS IN THE PROCESS OF CONSTRUCTING A 55-UNIT INDEPENDENT LIVING BUILDING ON ITS CAMPUS. CONSTRUCTION BEGAN IN JULY 2020. FORM 990, PART XI, LINE 9: CHANGE IN VALUE OF CHARITABLE REMAINDER TRUST 24,101. TRANSFER FROM MCLEAN FOUNDATION 4,019,130. OTHER -82,594. FORM 990, PART XI, LINE 9, CHANGES IN NET ASSETS: EFFECTIVE AS OF END OF DAY SEPTEMBER 30, 2019 MCLEAN FOUNDATION, INC. MERGED INTO MCLEAN AFFILIATES, INC. THE FAIR MARKET VALUE OF THE FOUNDATION ASSETS WERE REPORTED ON MCLEAN AFFILIATES, INC.'S BOOKS AND RECORDS AS OF THE BEGINNING OF ITS SUBSEQUENT TAX YEAR, STARTING ON OCTOBER 1, 2019. THE DIFFERENCE BETWEEN THE AMOUNT REPORTED ON MCLEAN FOUNDATION, INC.'S FINAL FORM 990, SCHEDULE N FOR TAX YEAR ENDED SEPTEMBER 30, 2019, $4,554,764, AND THE AMOUNT REPORTED AS TRANSFERRED TO MCLEAN AFFILIATES, INC. ON OCTOBER 1, 2019, $4,019,130 IS DUE TO THE VALUE OF THE BENEFICIAL INTEREST OF A CHARITABLE REMAINDER TRUST ALREADY REPORTED ON THE BALANCE SHEET OF MCLEAN AFFILIATES, INC. 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 0 0 0 0 0 0 0 0 0 0 1 1 0 1 1 0 MCLEAN GAME REFUGE Q 243729 CASH