MCLEAN AFFILIATES INC: Form 990, tax year 2013
View the entire original 990 at ProPublica ↗
- Organization
- MCLEAN AFFILIATES INC (EIN 26-1960246)
- Tax period
- 2013-10-01 to 2014-09-30
- Filed
- 2015-01-08
- IRS object ID
- 201520149349300222
- Schema version
- 2013v4.0
- 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 | 2015-01-08T21:47:10-07:00 | ReturnTs |
| Tax Period End | 2014-09-30 | TaxPeriodEndDt |
| Return Type | 990 | ReturnTypeCd |
| Tax Period Begin | 2013-10-01 | 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 | BusinessNameLine1 |
| 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 | AddressLine1 |
| City | Simsbury | City |
| State | CT | State |
| ZIP Code | 06070 | ZIPCode |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | Augusto Gautier | PersonNm |
| Person Title | Vice President of Finance | PersonTitleTxt |
| Phone | 8606583759 | PhoneNum |
| Signature | 2015-01-08 | SignatureDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2013 | TaxYr |
| Build TS | 2016-03-07 17:11:31Z | BuildTS |
Form 990 IRS990
Doing Business As Name DoingBusinessAsName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | McLean | BusinessNameLine1 |
| 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 Road | AddressLine1 |
| City | Simsbury | City |
| State | CT | State |
| ZIP Code | 06070 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | $31,747,188 | 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 | 9 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 7 | VotingMembersIndependentCnt |
| Total Employee | 518 | TotalEmployeeCnt |
| Total Volunteers | 250 | TotalVolunteersCnt |
| Total Gross UBI | $0 | TotalGrossUBIAmt |
| Net Unrelated Bus Txbl Incm | $0 | NetUnrelatedBusTxblIncmAmt |
| PY Contributions Grants | $1,622,997 | PYContributionsGrantsAmt |
| CY Contributions Grants | $1,703,880 | CYContributionsGrantsAmt |
| PY Program Service Revenue | $25,730,379 | PYProgramServiceRevenueAmt |
| CY Program Service Revenue | $26,379,706 | CYProgramServiceRevenueAmt |
| PY Investment Income | $54,297 | PYInvestmentIncomeAmt |
| CY Investment Income | $197,113 | CYInvestmentIncomeAmt |
| PY Other Revenue | $218,232 | PYOtherRevenueAmt |
| CY Other Revenue | $229,959 | CYOtherRevenueAmt |
| PY Total Revenue | $27,625,905 | PYTotalRevenueAmt |
| CY Total Revenue | $28,510,658 | 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 | $16,995,796 | PYSalariesCompEmpBnftPaidAmt |
| CY Salaries Comp Emp Bnft Paid | $16,883,307 | CYSalariesCompEmpBnftPaidAmt |
| PY Total Prof Fndrsng Expns | $0 | PYTotalProfFndrsngExpnsAmt |
| CY Total Prof Fndrsng Expns | $0 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $205,406 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $8,297,065 | PYOtherExpensesAmt |
| CY Other Expenses | $8,469,371 | CYOtherExpensesAmt |
| PY Total Expenses | $25,292,861 | PYTotalExpensesAmt |
| CY Total Expenses | $25,352,678 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | $2,333,044 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | $3,157,980 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $33,856,626 | TotalAssetsBOYAmt |
| Total Assets EOY | $34,330,357 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $13,979,027 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $14,337,269 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | $19,877,599 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $19,993,088 | 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 | $8,986,447 | ExpenseAmt |
| Grant | $0 | GrantAmt |
| Revenue | $9,360,728 | 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, 119 beds licensed for skilled nursing care under the Federal Medicare program. Of these beds, approximately 92 were allocated for long term care of the elderly, chronically ill, and disabled. In this fiscal year there were 30,003 patient days of care. | Desc |
Prog Srvc Accom Acty2 ProgSrvcAccomActy2Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $3,929,377 | ExpenseAmt |
| Grant | $0 | GrantAmt |
| Revenue | $4,102,603 | RevenueAmt |
| Desc | Post Acute Inpatient Care - Within McLean Health Center, of the 119 beds licensed for Skilled Nursing Care under the Federal Medicare program approximately 27 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 8,227 days of care. | Desc |
Prog Srvc Accom Acty3 ProgSrvcAccomActy3Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $4,492,561 | ExpenseAmt |
| Grant | $0 | GrantAmt |
| Revenue | $4,668,313 | 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. 903 Home Care clients received 14,845 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 12,268 days of Hospice Care provided to 242 clients. | Desc |
Prog Srvc Accom Acty Other ProgSrvcAccomActyOtherGrp (7 entries)
| ExpenseExpenseAmt | GrantGrantAmt | RevenueRevenueAmt | DescDesc |
|---|---|---|---|
| $3,024,445 | $0 | $4,134,537 | 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 11 Villas, 27 cottages, and 48 apartments occupied by approximately 100 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 242 clients with 13,032 class session days in FY 2014. The Independent Living kitchen prepared 33,072 Meals on Wheels for residents of 5 area towns. |
| $1,300,070 | $0 | $1,638,657 | Robinson Home for the Aged and Assisted Living - Within the McLean Health Care Center 29 Beds are utilized for Residents who require minimal health care supervision. At the end of this fiscal year, three of these beds were Licensed by the State of Connecticut as a Residential Care Home. There was an average of 3.0 RCH Residents per month during FY 2014. The other 26 Beds are for Assisted Living. There was an average of 14.8 Residents per month during FY 2014. |
| $1,245,817 | $0 | $1,921,423 | Atwater Memory Care Assisted Living - This area consists of a 23 room Memory Care Assisted Living. This unit started operations in FY 2013 and for the current fiscal year there were 7,790 total days of care with the average daily census of 21.3. |
| $568,868 | $0 | $511,216 | Outpatient Rehabilitation & Wellness - The McLean Health Center operates an Outpatient Rehabilitation facility that furnishes services to Clients who need short term rehabilitation. There were 7,694 rehabilitation visits. |
| $74,134 | $0 | $42,229 | Adult Day Care - McLean provides additional services to clients in Simsbury, CT, and surrounding communities. These include an Adult Day Care Program that provided 536 days of care and activities. |
| $72,775 | $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. |
| $144,241 | $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 | $6,430,350 | TotalOtherProgSrvcExpenseAmt |
| Total Other Prog Srvc Grant | $0 | TotalOtherProgSrvcGrantAmt |
| Total Other Prog Srvc Revenue | $8,248,062 | TotalOtherProgSrvcRevenueAmt |
| Total Program Service Expenses | $23,838,735 | 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 | 0 | 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 | 125 | IRPDocumentCnt |
| IRP Document W2 G | 0 | IRPDocumentW2GCnt |
| Employee | 518 | 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 |
| Indoor Tanning Services | 0 | IndoorTanningServicesInd |
| Info In Schedule O Part VI | Yes (X) | InfoInScheduleOPartVIInd |
| Governing Body Voting Members | 9 | GoverningBodyVotingMembersCnt |
| Independent Voting Member | 7 | 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 | Augusto R Gautier | PersonNm |
| Phone | 8606583759 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 75 Great Pond Road | AddressLine1 |
| City | Simsbury | City |
| State | CT | State |
| ZIP Code | 06070 | ZIPCode |
Form990 Part VII Section A Form990PartVIISectionAGrp (13 entries)
| TitleTitleTxt | Average Hours Per WeekAverageHoursPerWeekRt | Average Hours Per Week Rltd OrgAverageHoursPerWeekRltdOrgRt | Individual Trustee Or DirectorIndividualTrusteeOrDirectorInd | OfficerOfficerInd | Reportable Comp From OrgReportableCompFromOrgAmt | Reportable Comp From Rltd OrgReportableCompFromRltdOrgAmt | Other CompensationOtherCompensationAmt | Highest Compensated EmployeeHighestCompensatedEmployeeInd |
|---|---|---|---|---|---|---|---|---|
| Mark Wetzel | ||||||||
| Chairman | 3 | 3.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | |
| James W Cox-Chapman | ||||||||
| Director | 1 | 1.5 | Yes (X) | $0 | $0 | $0 | ||
| Martin Geitz | ||||||||
| Director | 1 | 1.5 | Yes (X) | $0 | $0 | $0 | ||
| Robert Hensley | ||||||||
| Director | 1 | 1.5 | Yes (X) | $0 | $0 | $0 | ||
| Michael Paine | ||||||||
| Director | 1 | 1.5 | Yes (X) | $0 | $0 | $0 | ||
| P Douglas Powell | ||||||||
| Director | 1 | 1.5 | Yes (X) | $0 | $0 | $0 | ||
| Joan Quinn | ||||||||
| Director | 1 | 1.5 | Yes (X) | $0 | $0 | $0 | ||
| Linda Schofield | ||||||||
| Director | 1 | 1.5 | Yes (X) | $0 | $0 | $0 | ||
| Phillip Schulz | ||||||||
| Director | 1 | 1.5 | Yes (X) | $0 | $0 | $0 | ||
| David J Bordonaro | ||||||||
| President | 33 | 7 | Yes (X) | $293,645 | $0 | $39,303 | ||
| Augusto R Gautier | ||||||||
| Vice President of Finance and Treasurer | 36 | 4 | Yes (X) | $199,963 | $0 | $28,154 | ||
| Lisa Clark | ||||||||
| Secretary | 38 | 2 | Yes (X) | $120,547 | $0 | $18,504 | ||
| Bonnie Ku | ||||||||
| VP of Human Resources | 39 | 1 | $149,252 | $0 | $19,657 | Yes (X) | ||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | $763,407 | TotalReportableCompFromOrgAmt |
| Tot Reportable Comp Rltd Org | $0 | TotReportableCompRltdOrgAmt |
| Total Other Compensation | $105,618 | TotalOtherCompensationAmt |
| Indiv Rcvd Greater Than100 K | 4 | 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/AddressLine1 | CityContractorAddress/USAddress/City | StateContractorAddress/USAddress/State | ZIP CodeContractorAddress/USAddress/ZIPCode | ServicesServicesDesc | CompensationCompensationAmt | Address Line2ContractorAddress/USAddress/AddressLine2 |
|---|---|---|---|---|---|---|
| Sodexo Inc & Affiliates | ||||||
| Box 81049 | Woburn | MA | 018131049 | Management of Food Services | $1,270,396 | |
| Omnicare of Connecticut | ||||||
| PO Box 740391 | Cincinnati | OH | 452740391 | Inpatient Pharmacy | $292,126 | |
| IT Direct LLC | ||||||
| 67 Prospect Avenue | West Hartford | CT | 06106 | IT Support and upgrade | $237,336 | Suite 202 |
| MCKESSON MED-SURGICAL MN SUPPLY INC | ||||||
| PO Box 630693 | CINCINNATI | OH | 452630693 | Medical Supply Provider | $189,360 | |
| Dubosar Irrigation LLC | ||||||
| PO Box 835 | Simsbury | CT | 06070 | Snow Removal Lawn Care Irrigation | $116,248 | |
| 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 | $764,802 | RelatedOrganizationsAmt |
| Government Grants | $0 | GovernmentGrantsAmt |
| All Other Contributions | $939,078 | AllOtherContributionsAmt |
| Noncash Contributions | $0 | NoncashContributionsAmt |
| Total Contributions | $1,703,880 | 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 | $9,360,728 | $9,360,728 | $0 | $0 |
| McLean Home Care & Hospice | 621610 | $4,668,313 | $4,668,313 | $0 | $0 |
| McLean Health Center Post Acute | 623110 | $4,102,603 | $4,102,603 | $0 | $0 |
| McLean Independent Living | 623000 | $4,134,537 | $4,134,537 | $0 | $0 |
| McLean Assisted Living | 623000 | $3,602,309 | $3,602,309 | $0 | $0 |
Total Oth Program Service Rev TotalOthProgramServiceRevGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $511,216 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $511,216 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $0 | UnrelatedBusinessRevenueAmt |
| Exclusion | $0 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | $26,379,706 | TotalProgramServiceRevenueAmt |
Investment Income InvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $245,752 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $0 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $0 | UnrelatedBusinessRevenueAmt |
| Exclusion | $245,752 | 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 |
Gross Rents GrossRentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | $0 | RealAmt |
| Personal | $0 | PersonalAmt |
Less Rental Expenses LessRentalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | $0 | RealAmt |
| Personal | $0 | PersonalAmt |
Rental Income Or Loss RentalIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | $0 | RealAmt |
| Personal | $0 | PersonalAmt |
Net Rental Income Or Loss NetRentalIncomeOrLossGrp
| 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 |
Gross Amount Sales Assets GrossAmountSalesAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $3,159,235 | SecuritiesAmt |
| Other | $0 | OtherAmt |
Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $3,207,874 | SecuritiesAmt |
| Other | $0 | OtherAmt |
Gain Or Loss GainOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | -$48,639 | SecuritiesAmt |
| Other | $0 | OtherAmt |
Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | -$48,639 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $0 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $0 | UnrelatedBusinessRevenueAmt |
| Exclusion | -$48,639 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Fundraising Gross Income | $72,490 | FundraisingGrossIncomeAmt |
| Contri Rpt Fundraising Event | $0 | ContriRptFundraisingEventAmt |
| Fundraising Direct Expenses | $28,656 | FundraisingDirectExpensesAmt |
Net Incm From Fundraising Evt NetIncmFromFundraisingEvtGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $43,834 | TotalRevenueColumnAmt |
| Unrelated Business Revenue | $0 | UnrelatedBusinessRevenueAmt |
| Exclusion | $43,834 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gaming Gross Income | $0 | GamingGrossIncomeAmt |
| Gaming Direct Expenses | $0 | GamingDirectExpensesAmt |
Net Income From Gaming NetIncomeFromGamingGrp
| 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) |
|---|---|---|
| Gross Sales Of Inventory | $0 | GrossSalesOfInventoryAmt |
| Cost Of Goods Sold | $0 | CostOfGoodsSoldAmt |
Net Income Or Loss NetIncomeOrLossGrp
| 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 |
Other Revenue Misc OtherRevenueMiscGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | Other patient care services | Desc |
| Business | 812900 | BusinessCd |
| Total Revenue Column | $186,125 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $0 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $0 | UnrelatedBusinessRevenueAmt |
| Exclusion | $186,125 | ExclusionAmt |
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 | $186,125 | OtherRevenueTotalAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $28,510,658 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $26,379,706 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $0 | UnrelatedBusinessRevenueAmt |
| Exclusion | $427,072 | ExclusionAmt |
Grants To Domestic Orgs GrantsToDomesticOrgsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
| Program Services | $0 | ProgramServicesAmt |
Grants To Domestic Individuals GrantsToDomesticIndividualsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
| Program Services | $0 | ProgramServicesAmt |
Foreign Grants ForeignGrantsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
| Program Services | $0 | ProgramServicesAmt |
Benefits To Members BenefitsToMembersGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
| Program Services | $0 | ProgramServicesAmt |
Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $792,220 | TotalAmt |
| Program Services | $173,453 | ProgramServicesAmt |
| Management And General | $618,767 | ManagementAndGeneralAmt |
| Fundraising | $0 | FundraisingAmt |
Comp Disqual Persons CompDisqualPersonsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
| Program Services | $0 | ProgramServicesAmt |
| Management And General | $0 | ManagementAndGeneralAmt |
| Fundraising | $0 | FundraisingAmt |
Other Salaries And Wages OtherSalariesAndWagesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $13,046,110 | TotalAmt |
| Program Services | $12,562,070 | ProgramServicesAmt |
| Management And General | $353,749 | ManagementAndGeneralAmt |
| Fundraising | $130,291 | FundraisingAmt |
Pension Plan Contributions PensionPlanContributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $760,745 | TotalAmt |
| Program Services | $715,272 | ProgramServicesAmt |
| Management And General | $35,095 | ManagementAndGeneralAmt |
| Fundraising | $10,378 | FundraisingAmt |
Other Employee Benefits OtherEmployeeBenefitsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,337,519 | TotalAmt |
| Program Services | $1,281,576 | ProgramServicesAmt |
| Management And General | $47,165 | ManagementAndGeneralAmt |
| Fundraising | $8,778 | FundraisingAmt |
Payroll Taxes PayrollTaxesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $946,713 | TotalAmt |
| Program Services | $897,758 | ProgramServicesAmt |
| Management And General | $39,447 | ManagementAndGeneralAmt |
| Fundraising | $9,508 | FundraisingAmt |
Fees For Services Management FeesForServicesManagementGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
| Program Services | $0 | ProgramServicesAmt |
| Management And General | $0 | ManagementAndGeneralAmt |
| Fundraising | $0 | FundraisingAmt |
Fees For Services Legal FeesForServicesLegalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $73,721 | TotalAmt |
| Program Services | $72,271 | ProgramServicesAmt |
| Management And General | $1,450 | ManagementAndGeneralAmt |
| Fundraising | $0 | FundraisingAmt |
Fees For Services Accounting FeesForServicesAccountingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $33,480 | TotalAmt |
| Program Services | $0 | ProgramServicesAmt |
| Management And General | $33,480 | ManagementAndGeneralAmt |
| Fundraising | $0 | FundraisingAmt |
Fees For Services Lobbying FeesForServicesLobbyingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
| Program Services | $0 | ProgramServicesAmt |
| Management And General | $0 | ManagementAndGeneralAmt |
| Fundraising | $0 | FundraisingAmt |
Fees For Services Prof Fundraising FeesForServicesProfFundraising
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
| Fundraising | $0 | FundraisingAmt |
Fees For Srvc Invst Mgmnt Fees FeesForSrvcInvstMgmntFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
| Program Services | $0 | ProgramServicesAmt |
| Management And General | $0 | ManagementAndGeneralAmt |
| Fundraising | $0 | FundraisingAmt |
Fees For Services Other FeesForServicesOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $176,795 | TotalAmt |
| Program Services | $168,591 | ProgramServicesAmt |
| Management And General | $5,537 | ManagementAndGeneralAmt |
| Fundraising | $2,667 | FundraisingAmt |
Advertising AdvertisingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $202,961 | TotalAmt |
| Program Services | $163,509 | ProgramServicesAmt |
| Management And General | $39,452 | ManagementAndGeneralAmt |
| Fundraising | $0 | FundraisingAmt |
Office Expenses OfficeExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $315,769 | TotalAmt |
| Program Services | $277,094 | ProgramServicesAmt |
| Management And General | $31,308 | ManagementAndGeneralAmt |
| Fundraising | $7,367 | FundraisingAmt |
Information Technology InformationTechnologyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $330,629 | TotalAmt |
| Program Services | $293,974 | ProgramServicesAmt |
| Management And General | $32,527 | ManagementAndGeneralAmt |
| Fundraising | $4,128 | FundraisingAmt |
Royalties RoyaltiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
| Program Services | $0 | ProgramServicesAmt |
| Management And General | $0 | ManagementAndGeneralAmt |
| Fundraising | $0 | FundraisingAmt |
Occupancy OccupancyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,567,523 | TotalAmt |
| Program Services | $1,567,523 | ProgramServicesAmt |
| Management And General | $0 | ManagementAndGeneralAmt |
| Fundraising | $0 | FundraisingAmt |
Travel TravelGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $130,370 | TotalAmt |
| Program Services | $125,665 | ProgramServicesAmt |
| Management And General | $4,537 | ManagementAndGeneralAmt |
| Fundraising | $168 | FundraisingAmt |
Pymt Travel Entrtnmnt Pub Ofcl PymtTravelEntrtnmntPubOfclGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
| Program Services | $0 | ProgramServicesAmt |
| Management And General | $0 | ManagementAndGeneralAmt |
| Fundraising | $0 | FundraisingAmt |
Conferences Meetings ConferencesMeetingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $18,441 | TotalAmt |
| Program Services | $11,893 | ProgramServicesAmt |
| Management And General | $4,954 | ManagementAndGeneralAmt |
| Fundraising | $1,594 | FundraisingAmt |
Interest InterestGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
| Program Services | $0 | ProgramServicesAmt |
| Management And General | $0 | ManagementAndGeneralAmt |
| Fundraising | $0 | FundraisingAmt |
Payments To Affiliates PaymentsToAffiliatesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
| Program Services | $0 | ProgramServicesAmt |
| Management And General | $0 | ManagementAndGeneralAmt |
| Fundraising | $0 | FundraisingAmt |
Depreciation Depletion DepreciationDepletionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,588,158 | TotalAmt |
| Program Services | $1,588,158 | ProgramServicesAmt |
| Management And General | $0 | ManagementAndGeneralAmt |
| Fundraising | $0 | FundraisingAmt |
Insurance InsuranceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $181,150 | TotalAmt |
| Program Services | $181,150 | ProgramServicesAmt |
| Management And General | $0 | ManagementAndGeneralAmt |
| Fundraising | $0 | FundraisingAmt |
Other Expenses OtherExpensesGrp (4 entries)
| DescDesc | TotalTotalAmt | Program ServicesProgramServicesAmt | Management And GeneralManagementAndGeneralAmt | FundraisingFundraisingAmt |
|---|---|---|---|---|
| Dietary | $1,195,997 | $1,195,997 | $0 | $0 |
| Medical Supplies & Equipment | $1,121,904 | $1,121,904 | $0 | $0 |
| Taxes and Fees | $987,232 | $985,034 | $615 | $1,583 |
| Publications | $28,944 | $0 | $0 | $28,944 |
All Other Expenses AllOtherExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $516,297 | TotalAmt |
| Program Services | $455,843 | ProgramServicesAmt |
| Management And General | $60,454 | ManagementAndGeneralAmt |
| Fundraising | $0 | FundraisingAmt |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $25,352,678 | TotalAmt |
| Program Services | $23,838,735 | ProgramServicesAmt |
| Management And General | $1,308,537 | ManagementAndGeneralAmt |
| Fundraising | $205,406 | FundraisingAmt |
Cash Non Interest Bearing CashNonInterestBearingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $6,141,609 | BOYAmt |
| EOY | $7,163,337 | EOYAmt |
Savings And Temp Cash Invst SavingsAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $4,203,030 | BOYAmt |
| EOY | $0 | EOYAmt |
Pledges And Grants Receivable PledgesAndGrantsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Accounts Receivable AccountsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,739,151 | BOYAmt |
| EOY | $1,553,227 | EOYAmt |
Receivables From Officers Etc ReceivablesFromOfficersEtcGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Rcvbl From Disqualified Prsn RcvblFromDisqualifiedPrsnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Oth Notes Loans Receivable Net OthNotesLoansReceivableNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Inventories For Sale Or Use InventoriesForSaleOrUseGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $346,541 | BOYAmt |
| EOY | $387,800 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Bldg Equip Cost Or Other Bss | $39,504,168 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $20,740,087 | LandBldgEquipAccumDeprecAmt |
Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $19,561,420 | BOYAmt |
| EOY | $18,764,081 | EOYAmt |
Investments Pub Traded Sec InvestmentsPubTradedSecGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $5,002,786 | EOYAmt |
Investments Other Securities InvestmentsOtherSecuritiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Investments Program Related InvestmentsProgramRelatedGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Intangible Assets IntangibleAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Other Assets Total OtherAssetsTotalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,864,875 | BOYAmt |
| EOY | $1,459,126 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $33,856,626 | BOYAmt |
| EOY | $34,330,357 | EOYAmt |
Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $3,123,607 | BOYAmt |
| EOY | $2,523,814 | EOYAmt |
Grants Payable GrantsPayableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Deferred Revenue DeferredRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $5,828,723 | BOYAmt |
| EOY | $5,963,363 | EOYAmt |
Tax Exempt Bond Liabilities TaxExemptBondLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Escrow Account Liability EscrowAccountLiabilityGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Loans From Officers Directors LoansFromOfficersDirectorsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Mortg Notes Pybl Scrd Invst Prop MortgNotesPyblScrdInvstPropGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Unsecured Notes Loans Payable UnsecuredNotesLoansPayableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Other Liabilities OtherLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $5,026,697 | BOYAmt |
| EOY | $5,850,092 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $13,979,027 | BOYAmt |
| EOY | $14,337,269 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization Follows SFAS117 | Yes (X) | OrganizationFollowsSFAS117Ind |
Unrestricted Net Assets UnrestrictedNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $18,763,735 | BOYAmt |
| EOY | $18,477,378 | EOYAmt |
Temporarily Rstr Net Assets TemporarilyRstrNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,113,864 | BOYAmt |
| EOY | $1,515,710 | 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 | $19,877,599 | BOYAmt |
| EOY | $19,993,088 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $33,856,626 | BOYAmt |
| EOY | $34,330,357 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part XI | Yes (X) | InfoInScheduleOPartXIInd |
| Reconcilation Revenue Expnss | $3,157,980 | ReconcilationRevenueExpnssAmt |
| Net Unrlzd Gains Losses Invst | $65,913 | NetUnrlzdGainsLossesInvstAmt |
| Donated Services And Use Fclts | $0 | DonatedServicesAndUseFcltsAmt |
| Investment Expense | $0 | InvestmentExpenseAmt |
| Prior Period Adjustments | $0 | PriorPeriodAdjustmentsAmt |
| Other Changes In Net Assets | -$3,108,404 | 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 | $662,345 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $506,746 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $1,489,334 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $1,622,997 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $1,703,880 | CurrentTaxYearAmt |
| Total | $5,985,302 | TotalAmt |
Gross Receipts Admissions GrossReceiptsAdmissionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $26,916,144 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $29,219,903 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $26,091,601 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $25,730,379 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $26,379,706 | CurrentTaxYearAmt |
| Total | $134,337,733 | 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 |
| Current Tax Year | $0 | CurrentTaxYearAmt |
| 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 |
| Current Tax Year | $0 | CurrentTaxYearAmt |
| 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 |
| Current Tax Year | $0 | CurrentTaxYearAmt |
| Total | $0 | TotalAmt |
Total509 Total509Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $27,578,489 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $29,726,649 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $27,580,935 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $27,353,376 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $28,083,586 | CurrentTaxYearAmt |
| Total | $140,323,035 | 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 |
| Current Tax Year | $0 | CurrentTaxYearAmt |
| 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 |
| Current Tax Year | $0 | CurrentTaxYearAmt |
| 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 | $140,323,035 | PublicSupportTotal509Amt |
Gross Investment Income509 GrossInvestmentIncome509Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $84,180 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $96,345 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $37,638 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $54,297 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $245,752 | CurrentTaxYearAmt |
| Total | $518,212 | 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 | $84,180 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $96,345 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $37,638 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $54,297 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $245,752 | CurrentTaxYearAmt |
| Total | $518,212 | 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 | $302,431 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $220,652 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $206,226 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $218,232 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $229,959 | CurrentTaxYearAmt |
| Total | $1,177,500 | TotalAmt |
Total Support Calendar Year TotalSupportCalendarYearGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $27,965,100 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $30,043,646 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $27,824,799 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $27,625,905 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $28,559,297 | CurrentTaxYearAmt |
| Total | $142,018,747 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Support CY509 | 0.98806 | PublicSupportCY509Pct |
| Public Support PY509 | 0.9891 | PublicSupportPY509Pct |
| Investment Income CY | 0.00365 | InvestmentIncomeCYPct |
| Investment Income PY | 0.00226 | InvestmentIncomePYPct |
| Thirty Thr Pct Suprt Tests CY509 | Yes (X) | ThirtyThrPctSuprtTestsCY509Ind |
Form990 Schedule A Part IV Form990ScheduleAPartIVGrp
| 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, Inc. residents, guests, and employees. These services include barber & beauty care, cable television, meals to employees and resident guests, and community fees. 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 | $25,556,633 | OtherCostOrOtherBasisAmt |
| Depreciation | $12,580,196 | DepreciationAmt |
| Book Value | $12,976,437 | 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 | $13,554,324 | OtherCostOrOtherBasisAmt |
| Depreciation | $8,159,891 | DepreciationAmt |
| Book Value | $5,394,433 | BookValueAmt |
Other Land Buildings OtherLandBuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Cost Or Other Basis | $0 | InvestmentCostOrOtherBasisAmt |
| Other Cost Or Other Basis | $363,261 | OtherCostOrOtherBasisAmt |
| Depreciation | $0 | DepreciationAmt |
| Book Value | $363,261 | BookValueAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Land Buildings | $18,764,081 | TotalBookValueLandBuildingsAmt |
| Federal Income Tax Liability | $0 | FederalIncomeTaxLiabilityAmt |
Other Liabilities Org OtherLiabilitiesOrgGrp (3 entries)
| DescDesc | AmtAmt |
|---|---|
| Refundable Entry Fees | $5,026,308 |
| Deposits Held for Residents | $748,317 |
| Conditional asset retirement obligation | $75,467 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Liability | $5,850,092 | TotalLiabilityAmt |
| Footnote Text | Yes (X) | FootnoteTextInd |
| Total Rev Etc Audited Fincl Stmt | $28,155,000 | TotalRevEtcAuditedFinclStmtAmt |
| Net Unrealized Gains Invst | $65,913 | NetUnrealizedGainsInvstAmt |
| Donated Services And Use Fclts | $0 | DonatedServicesAndUseFcltsAmt |
| Recoveries Prior Year Grants | $0 | RecoveriesPriorYearGrantsAmt |
| Other Revenue | $60,000 | OtherRevenueAmt |
| Revenue Not Reported | $125,913 | RevenueNotReportedAmt |
| Revenue Subtotal | $28,029,087 | RevenueSubtotalAmt |
| Investment Expenses Not Incld | $0 | InvestmentExpensesNotIncldAmt |
| Other Revenues Not Included | $481,571 | OtherRevenuesNotIncludedAmt |
| Revenue Not Reported Fincl Stmt | $481,571 | RevenueNotReportedFinclStmtAmt |
| Total Revenue Per Form990 | $28,510,658 | TotalRevenuePerForm990Amt |
| Tot Expns Etc Audited Fincl Stmt | $24,932,000 | 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 | $24,932,000 | ExpensesSubtotalAmt |
| Investment Expenses Not Incld2 | $0 | InvestmentExpensesNotIncld2Amt |
| Other Expenses Not Included | $420,678 | OtherExpensesNotIncludedAmt |
| Expenses Not Rpt Fincl Stmt | $420,678 | ExpensesNotRptFinclStmtAmt |
| Total Expenses Per Form990 | $25,352,678 | TotalExpensesPerForm990Amt |
Supplemental Information Detail SupplementalInformationDetail (4 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 statements. Under FASB ASC 740, McLean may recognize the tax benefit from an uncertain tax position only if it is more likely than not that the tax position will be sustained on examination by the taxing authorities, 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, 2014 and 2013. 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 2d | Contribution of $60,000 related to McLean Affiliates, Inc. Hospice Program. This amount is reflected as Support for Other McLean Affiliate programs. |
| Schedule D, Part XI, Line 4b | Contributions raised by the Development department, formerly under the auspices of the McLean Foundation. |
| Schedule D, Part XII, Line 4b | Fundraising expense of the Development department, formerly under the auspices of the McLean Foundation, Inc. - $205,406. Program expenses formerly under the auspices of the McLean Foundation, Inc. - including Sorenson Adaptive Technology Center - $72,775, McLean Game Refuge - $68,340 and other McLean affiliated programs - $74,157. |
Schedule G IRS990ScheduleG
Fundraising Event Information FundraisingEventInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Of Event1 | McLean Golf Tournament | NameOfEvent1Amt |
| Gross Receipts Event1 | $72,490 | GrossReceiptsEvent1Amt |
| Charitable Contri Event1 | $0 | CharitableContriEvent1Amt |
| Gross Revenue Event1 | $72,490 | GrossRevenueEvent1Amt |
| Cash Prizes Event1 | $0 | CashPrizesEvent1Amt |
| Non Cash Prizes Event1 | $0 | NonCashPrizesEvent1Amt |
| Rent Facility Costs Event1 | $6,154 | RentFacilityCostsEvent1Amt |
| Food And Beverage Event1 | $11,049 | FoodAndBeverageEvent1Amt |
| Entertainment Event1 | $0 | EntertainmentEvent1Amt |
| Other Direct Expenses Event1 | $11,452 | OtherDirectExpensesEvent1Amt |
| Food And Beverage Other Events | $0 | FoodAndBeverageOtherEventsAmt |
| Entertainment Other Events | $0 | EntertainmentOtherEventsAmt |
| Gross Receipts Total | $72,490 | GrossReceiptsTotalAmt |
| Charitable Contributions Tot | $0 | CharitableContributionsTotAmt |
| Gross Revenue Total Events | $72,490 | GrossRevenueTotalEventsAmt |
| Cash Prizes Total Events | $0 | CashPrizesTotalEventsAmt |
| Non Cash Prizes Total Events | $0 | NonCashPrizesTotalEventsAmt |
| Rent Fclty Costs Total Events | $6,154 | RentFcltyCostsTotalEventsAmt |
| Food And Beverage Total Events | $11,049 | FoodAndBeverageTotalEventsAmt |
| Entertainment Total Events | $0 | EntertainmentTotalEventsAmt |
| Oth Direct Expnss Total Events | $11,452 | OthDirectExpnssTotalEventsAmt |
| Direct Expense Summary Events | $28,655 | DirectExpenseSummaryEventsAmt |
| Net Income Summary | $43,835 | 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 (3 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 | $266,324 | $0 | $27,321 | $0 | $0 | $0 | $9,589 | $0 | $29,714 | $0 | $332,948 | $0 | $0 | $0 |
| Augusto R Gautier | ||||||||||||||
| Vice President of Finance and Treasurer | $181,105 | $0 | $18,858 | $0 | $0 | $0 | $18,565 | $0 | $9,589 | $0 | $228,117 | $0 | $0 | $0 |
| Bonnie Ku | ||||||||||||||
| VP of Human Resources | $135,091 | $0 | $14,161 | $0 | $0 | $0 | $12,531 | $0 | $7,126 | $0 | $168,909 | $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 membership basis, subject to a limitation on the use of the membership for no more than 36 guest rounds per calendar year. McLean Fund, a related 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. |
| 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
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Simsbury Bank - Martin Geitz | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Relationship Description | Director is President of Simsbury Bank | RelationshipDescriptionTxt |
| Transaction | $0 | TransactionAmt |
| Transaction | McLean Affiliates bank accounts | TransactionDesc |
| Sharing Of Revenues | 0 | SharingOfRevenuesInd |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (8 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| Form 990, Part VI, Section A, Line 2 | Mark Wetzel, Chairman of the Board 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, a trustee of McLean Fund and director of McLean Affiliates, Inc. is the President of Paine's Inc.. McLean Affiliates, Inc. and McLean Game Refuge, Inc. both controlled entities of McLean Fund have a waste collection arrangement with Paine's Inc. We consider Mr. Paine not to be an independent director. Martin Geitz, a trustee of McLean Fund and director of McLean Affiliates, Inc. is President of Simsbury Bank. McLean Affiliates, Inc. has banking relations in the form of bank accounts and certificates of deposit with the Bank. We consider Mr. Geitz to be an independent director. David Bordonaro, Augusto Gautier, and Lisa Clark, all officers of McLean Affiliates, Inc. have a Business Relationship with the directors as they are employed by the organization governed by these directors. Joan Quinn and Jim Cox-Chapman have a business relationship. |
| 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 members of this committee are also Directors of McLean Affiliates, Inc. The return was then mailed to the Board of Directors before the board meeting in which it was approved. The audit committee chairman reported the committee's conclusion to the Board of Directors of McLean Affiliates, Inc. |
| Form 990, Part VI, Section B, Line 12c | The organization requires annual disclosure of duality of interests 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. |
| Form 990, Part VI, Section C, Line 19 | The governing documents are available upon request. The Code of Conduct is available on the website. The audited financial statements are filed with the Probate Court of the District of Simsbury, CT as attachments to the annual probate court accounting for McLean Fund. |
| Form 990, Part XI, Line 9 | Change includes a $3,159,235 transfer to the McLean Fund's Special Additions & Contingency Fund with the balance due to change in Net Interest in McLean Foundation, Inc. |
Schedule R IRS990ScheduleR
Id Related Tax Exempt Org IdRelatedTaxExemptOrgGrp (3 entries)
| Address Line1USAddress/AddressLine1 | CityUSAddress/City | StateUSAddress/State | ZIP CodeUSAddress/ZIPCode | EINEIN | Primary ActivitiesPrimaryActivitiesTxt | Legal Domicile StateLegalDomicileStateCd | Exempt Code SectionExemptCodeSectionTxt | Public Charity StatusPublicCharityStatusTxt | Direct Controlling NADirectControllingNACd | Controlled OrganizationControlledOrganizationInd | Business Name Line1DirectControllingEntityName/BusinessNameLine1 |
|---|---|---|---|---|---|---|---|---|---|---|---|
| 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) | 170(b)(1)(A)(vi) | 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 |
Transactions Related Org TransactionsRelatedOrgGrp (2 entries)
| Transaction TypeTransactionTypeTxt | InvolvedInvolvedAmt | Method Of Amount DeterminationMethodOfAmountDeterminationTxt |
|---|---|---|
| McLean Fund | ||
| c | $385,000 | Cash |
| McLean Fund | ||
| r | $3,159,235 | Cash |
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