MCLEAN AFFILIATES INC: Form 990, tax year 2009

View the entire original 990 at ProPublica ↗

Organization: MCLEAN AFFILIATES INC (EIN 26-1960246)
Tax period: 2009-10-01 to 2010-09-30
Filed: 2011-05-05
IRS object ID: 201101269349300535
Schema version: 2009v1.2
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 J
Schedule L
Schedule O
Schedule R

Return header ReturnHeader

Field	Value	IRS element (for citing)
Timestamp	2011-05-05T14:19:18-07:00	Timestamp
Tax Period End Date	2010-09-30	TaxPeriodEndDate
Return Type	990	ReturnType
Tax Period Begin Date	2009-10-01	TaxPeriodBeginDate

Filer Filer

Field	Value	IRS element (for citing)
EIN	261960246	EIN

Name Name

Field	Value	IRS element (for citing)
Business Name Line1	MCLEAN AFFILIATES INC	BusinessNameLine1

Field	Value	IRS element (for citing)
Name Control	MCLE	NameControl
Phone	8606583700	Phone

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

Officer Officer

Field	Value	IRS element (for citing)
Name	Augusto Gautier	Name
Title	Vice President of Finance	Title
Phone	8606583759	Phone
Date Signed	2011-05-05	DateSigned

Field	Value	IRS element (for citing)
Tax Year	2009	TaxYear
Build TS	2016-02-24 21:20:13Z	BuildTS

Form 990 IRS990

Doing Business As DoingBusinessAs

Field	Value	IRS element (for citing)
Business Name Line1	McLean	BusinessNameLine1

Field	Value	IRS element (for citing)
Name Of Principal Officer Person	David Bordonaro	NameOfPrincipalOfficerPerson

Address Principal Officer US AddressPrincipalOfficerUS

Field	Value	IRS element (for citing)
Address Line1	McLean Affiliates Inc	AddressLine1
Address Line2	75 Great Pond Road	AddressLine2
City	Simsbury	City
State	CT	State
ZIP Code	06070	ZIPCode

Field	Value	IRS element (for citing)
Gross Receipts	28015490	GrossReceipts
Group Return For Affiliates	0	GroupReturnForAffiliates
Organization501c	X	Organization501c
Web Site	mcleancare.org	WebSite
Type Of Organization Corporation	X	TypeOfOrganizationCorporation
Year Formation	2008	YearFormation
State Legal Domicile	CT	StateLegalDomicile
Activity Or Mission Description	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.	ActivityOrMissionDescription
Nbr Voting Members Governing Body	7	NbrVotingMembersGoverningBody
Nbr Independent Voting Members	6	NbrIndependentVotingMembers
Total Nbr Employees	535	TotalNbrEmployees
Total Nbr Volunteers	405	TotalNbrVolunteers
Total Gross UBI	0	TotalGrossUBI
Net Unrelated Business Txbl Income	0	NetUnrelatedBusinessTxblIncome
Contributions Grants Prior Year	633195	ContributionsGrantsPriorYear
Contributions Grants Current Year	662345	ContributionsGrantsCurrentYear
Program Service Revenue Prior Year	26575938	ProgramServiceRevenuePriorYear
Program Service Revenue CY	27155313	ProgramServiceRevenueCY
Investment Income Prior Year	-37956	InvestmentIncomePriorYear
Investment Income Current Year	134570	InvestmentIncomeCurrentYear
Other Revenue Prior Year	268380	OtherRevenuePriorYear
Other Revenue Current Year	63262	OtherRevenueCurrentYear
Total Revenue Prior Year	27439557	TotalRevenuePriorYear
Total Revenue Current Year	28015490	TotalRevenueCurrentYear
Grants And Similar Amnts Prior Year	0	GrantsAndSimilarAmntsPriorYear
Grants And Similar Amnts CY	0	GrantsAndSimilarAmntsCY
Benefits Paid To Members Prior Year	0	BenefitsPaidToMembersPriorYear
Benefits Paid To Members CY	0	BenefitsPaidToMembersCY
Salaries Etc Prior Year	18345964	SalariesEtcPriorYear
Salaries Etc Current Year	18519746	SalariesEtcCurrentYear
Total Prof Fundrsng Exp Prior Year	0	TotalProfFundrsngExpPriorYear
Total Prof Fundrsng Exp CY	0	TotalProfFundrsngExpCY
Total Fundrsng Exp Current Year	0	TotalFundrsngExpCurrentYear
Other Expense Prior Year	8513772	OtherExpensePriorYear
Other Expenses Current Year	8391911	OtherExpensesCurrentYear
Total Expenses Prior Year	26859736	TotalExpensesPriorYear
Total Expenses Current Year	26911657	TotalExpensesCurrentYear
Revenues Less Expenses Prior Year	579821	RevenuesLessExpensesPriorYear
Revenues Less Expenses CY	1103833	RevenuesLessExpensesCY
Total Assets BOY	28635023	TotalAssetsBOY
Total Assets EOY	31698784	TotalAssetsEOY
Total Liabilities BOY	9910867	TotalLiabilitiesBOY
Total Liabilities EOY	11767426	TotalLiabilitiesEOY
Net Assets Or Fund Balances BOY	18724156	NetAssetsOrFundBalancesBOY
Net Assets Or Fund Balances EOY	19931358	NetAssetsOrFundBalancesEOY
Mission Description	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.	MissionDescription
Significant New Program Services	0	SignificantNewProgramServices
Significant Change	0	SignificantChange
Expense	11081593	Expense
Grants	0	Grants
Revenue	12159399	Revenue
Description	Long Term Inpatient Care - McLean Affiliates, Inc. operates the McLean Health Care Center. Within this facility are 154 beds licensed for skilled nursing care under the Federal Medicare program. Of these beds, approximately 124 are allocated for long term care of the elderly, chronically ill, and disabled. In this fiscal year there were 41,218 patient days of care.	Description

Activity2 Activity2

Field	Value	IRS element (for citing)
Expense	4898994	Expense
Grants	0	Grants
Revenue	4857839	Revenue
Description	Post Acute Inpatient Care - Within McLean Health Center, of the 154 beds licensed for Skilled Nursing Care under the Federal Medicare program approximately 30 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 10,325 days of care with 582 discharges for an average length of stay of 17.7 days.	Description

Activity3 Activity3

Field	Value	IRS element (for citing)
Expense	4647334	Expense
Grants	0	Grants
Revenue	4922410	Revenue
Description	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. 980 Home Care clients received 14,634 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 14,792 days of Hospice Care provided to 212 clients.	Description

Activity Other ActivityOther (4 entries)

ExpenseExpense	RevenueRevenue	DescriptionDescription
2226267	2711563	Independent Living - 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 27 cottages and 48 apartments occupied by 92 residents.
1049672	1355389	Robinson Home for the Aged and Assisted Living - Within the McLean Health Care Center 30 Beds are utilized for Residents who require minimal health care supervision. Ten of these beds are Licensed by the State of Connecticut as a Residential Care Home. There was an average of 7 Residents per month during FY 2010. The other 20 Beds are for Assisted Living. There was an average of 15 Residents per month during FY 2010.
1009943	878810	Outpatient Rehabilitation & Wellness - The McLean Health Center operates an Outpatient Rehabilitation facility that furnishes services to Clients who need short term rehabilitation. There were 10,094 rehabilitation visits. In conjunction with the Outpatient Rehabilitation Program, McLean utilizes a therapeutic pool and various land based exercise classes and programs. These Wellness services averaged 1,512 monthly visits in FY 2010.
337577	269903	Adult Day Care and Meals on Wheels - McLean provides additional services to clients in Simsbury, CT, and surrounding communities. These include an Adult Day Care Program that provided 2,146 days of care and activities and a Meals on Wheels Program that served 26,852 meals.

Field	Value	IRS element (for citing)
Total Of Other Program Service Exp	4623459	TotalOfOtherProgramServiceExp
Total Of Other Program Service Grnt	0	TotalOfOtherProgramServiceGrnt
Total Of Other Program Service Rev	5215665	TotalOfOtherProgramServiceRev
Total Program Service Expense	25251380	TotalProgramServiceExpense
Described In501 C3	1	DescribedIn501C3
Schedule B Required	1	ScheduleBRequired
Political Activities	0	PoliticalActivities
Lobbying Activities	0	LobbyingActivities
Donor Advised Funds	0	DonorAdvisedFunds
Conservation Easements	0	ConservationEasements
Collections Of Art	0	CollectionsOfArt
Credit Counseling	0	CreditCounseling
Term Or Permanent Endowments	0	TermOrPermanentEndowments
Balance Sheet Amounts Reported	1	BalanceSheetAmountsReported
Independent Audit Financial Stmt	1	IndependentAuditFinancialStmt
Consolidated Audit Financial Stmt	0	ConsolidatedAuditFinancialStmt
School	0	School
Foreign Office	0	ForeignOffice
Foreign Activities	0	ForeignActivities
More Than5000 K To Organizations	0	MoreThan5000KToOrganizations
More Than5000 K To Individuals	0	MoreThan5000KToIndividuals
Professional Fundraising	0	ProfessionalFundraising
Fundraising Activities	0	FundraisingActivities
Gaming	0	Gaming
Hospital	0	Hospital
Grants To Organizations	0	GrantsToOrganizations
Grants To Individuals	0	GrantsToIndividuals
Schedule J Required	1	ScheduleJRequired
Tax Exempt Bonds	0	TaxExemptBonds
Excess Benefit Transaction	0	ExcessBenefitTransaction
Prior Excess Benefit Transaction	0	PriorExcessBenefitTransaction
Loan To Officer Or DQP	0	LoanToOfficerOrDQP
Grant To Related Person	0	GrantToRelatedPerson
Bsnss Rltnshp With Organization	1	BsnssRltnshpWithOrganization
Bsnss Rltnshp Thru Family Member	0	BsnssRltnshpThruFamilyMember
Officer Entity With Bsnss Rltnshp	0	OfficerEntityWithBsnssRltnshp
Deductible Non Cash Contributions	0	DeductibleNonCashContributions
Deductible Contributions Of Art	0	DeductibleContributionsOfArt
Terminated	0	Terminated
Partial Liquidation	0	PartialLiquidation
Disregarded Entity	0	DisregardedEntity
Related Entity	1	RelatedEntity
Related Org Controlled Entity	1	RelatedOrgControlledEntity
Transfers To Exempt Non Chrtbl Org	0	TransfersToExemptNonChrtblOrg
Activities Conducted Partnership	0	ActivitiesConductedPartnership
Schedule O Required	1	ScheduleORequired
Number Forms Transmitted With1096	75	NumberFormsTransmittedWith1096
Number W2 G Included	0	NumberW2GIncluded
Compliance With Backup Witholding	1	ComplianceWithBackupWitholding
Number Of Employees	535	NumberOfEmployees
Employment Tax Returns Filed	1	EmploymentTaxReturnsFiled
Unrelated Business Income	0	UnrelatedBusinessIncome
Foreign Financial Account	0	ForeignFinancialAccount
Prohibited Tax Shelter Trans	0	ProhibitedTaxShelterTrans
Taxable Party Notification	0	TaxablePartyNotification
Non Deductible Contributions	0	NonDeductibleContributions
Quid Pro Quo Contributions	0	QuidProQuoContributions
Form8282 Property Disposed Of	0	Form8282PropertyDisposedOf
Funds To Pay Premiums	0	FundsToPayPremiums
Premiums Paid	0	PremiumsPaid
Form8899 Filed	0	Form8899Filed
Form1098 C Filed	0	Form1098CFiled
Nbr Voting Governing Body Members	7	NbrVotingGoverningBodyMembers
Number Independent Voting Members	6	NumberIndependentVotingMembers
Family Or Business Relationship	1	FamilyOrBusinessRelationship
Delegation Of Management Duties	0	DelegationOfManagementDuties
Changes To Organizing Docs	0	ChangesToOrganizingDocs
Material Diversion Or Misuse	0	MaterialDiversionOrMisuse
Members Or Stockholders	0	MembersOrStockholders
Election Of Board Members	1	ElectionOfBoardMembers
Decisions Subject To Approval	1	DecisionsSubjectToApproval
Minutes Of Governing Body	1	MinutesOfGoverningBody
Minutes Of Committees	1	MinutesOfCommittees
Officer Mailing Address	0	OfficerMailingAddress
Local Chapters	0	LocalChapters
Form990 Provided To Governing Body	1	Form990ProvidedToGoverningBody
Conflict Of Interest Policy	1	ConflictOfInterestPolicy
Annual Disclosure Covered Persons	1	AnnualDisclosureCoveredPersons
Regular Monitoring Enforcement	1	RegularMonitoringEnforcement
Whistleblower Policy	1	WhistleblowerPolicy
Document Retention Policy	1	DocumentRetentionPolicy
Compensation Process CEO	1	CompensationProcessCEO
Compensation Process Other	1	CompensationProcessOther
Investment In Joint Venture	0	InvestmentInJointVenture
Other Website	X	OtherWebsite
Upon Request	X	UponRequest

The Books Are In Care Of TheBooksAreInCareOf

Field	Value	IRS element (for citing)
Name Person	Augusto R Gautier	NamePerson
Telephone Number	8606583759	TelephoneNumber

Address US AddressUS

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 Form990PartVIISectionA (14 entries)

TitleTitle	Average Hours Per WeekAverageHoursPerWeek	Individual Trustee Or DirectorIndividualTrusteeOrDirector	Reportable Comp From OrganizationReportableCompFromOrganization	Reportable Comp From Related OrgsReportableCompFromRelatedOrgs	Other CompensationOtherCompensation	OfficerOfficer	Key EmployeeKeyEmployee
Mark Wetzel
Chairman	1	X	0	0	0
James W Cox-Chapman
Director	1	X	0	0	0
Martin Geitz
Director	1	X	0	0	0
Lynda Godkin
Director	1	X	0	0	0
P Douglas Powell
Director	1	X	0	0	0
Joan Quinn
Director	1	X	0	0	0
Phillip Schulz
Director	1	X	0	0	0
Wendy Warring
Director	1	X	0	0	0
David J Bordonaro
President	32		284766	0	38320	X
Augusto R Gautier
Treasurer	35		186145	0	26584	X
Nancy Wright
Secretary (until Dec 2009)	35		161181	0	20956	X
Lisa Clark
Secretary (since Dec 2009)	35		97156	0	16438	X
Bonnie Ku
VP of Human Resources	40		140609	0	21165		X
Frederica B Hoffmann
Head of Marketing	40		110004	0	14866		X

Field	Value	IRS element (for citing)
Total Reportable Comp From Org	979861	TotalReportableCompFromOrg
Total Reportable Comp Frm Rltd Orgs	0	TotalReportableCompFrmRltdOrgs
Total Other Compensation	138329	TotalOtherCompensation
Number Individuals GT100 K	5	NumberIndividualsGT100K
Formers Listed	0	FormersListed
Total Comp GT150 K	1	TotalCompGT150K
Compensation From Other Sources	0	CompensationFromOtherSources

Contractor Compensation ContractorCompensation (5 entries)

Address Line1AddressOfContractor/AddressUS/AddressLine1	CityAddressOfContractor/AddressUS/City	StateAddressOfContractor/AddressUS/State	ZIP CodeAddressOfContractor/AddressUS/ZIPCode	Description Of ServicesDescriptionOfServices	CompensationCompensation	Address Line2AddressOfContractor/AddressUS/AddressLine2
Sodexo Inc & Affiliates
Box 81049	Woburn	MA	018131049	Management of Food Services	1244811
SFCS Inc
305 South Jefferson St	Roanoke	VA	24011	Architectural	221622	PO Box 426
Innovative Computer Systems
497 Main Street	Farmington	CT	06034	Server maintenance and risk assessment	137344
Sage Age Strategies Inc
112 Cardinal Crest	St Helena Island	SC	29920	Marketing consultant	109636
H&H Linen Services
135 City Avenue	New Britain	CT	06051	Laundry services	108960

Field	Value	IRS element (for citing)
Number Of Contractors GT100 K	6	NumberOfContractorsGT100K
Federated Campaigns	0	FederatedCampaigns
Membership Dues	0	MembershipDues
Fundraising Events	0	FundraisingEvents
Related Organizations	662345	RelatedOrganizations
Government Grants	0	GovernmentGrants
All Other Contributions	0	AllOtherContributions
Noncash Contributions	0	NoncashContributions
Total Contributions	662345	TotalContributions

Program Service Revenue ProgramServiceRevenue (5 entries)

DescriptionDescription	Business CodeBusinessCode	Total Revenue ColumnTotalRevenueColumn	Related Or Exempt Function IncomeRelatedOrExemptFunctionIncome	ExclusionExclusionAmount
McLean Health Ctr Long Term Care	623000	12159399	12159399	$0
McLean Home Care & Hospice	621610	4922410	4922410	$0
McLean Health Ctr Post Acute	623000	4857839	4857839	$0
McLean Village	623000	2711563	2711563	$0
Robinson Assisted Living and Residential Home Care	623000	1355389	1355389	$0

Total Oth Program Service Revenue TotalOthProgramServiceRevenue

Field	Value	IRS element (for citing)
Total Revenue Column	1148713	TotalRevenueColumn
Related Or Exempt Function Income	1148713	RelatedOrExemptFunctionIncome
Unrelated Business Revenue	0	UnrelatedBusinessRevenue
Exclusion	$0	ExclusionAmount

Field	Value	IRS element (for citing)
Total Program Service Revenue	27155313	TotalProgramServiceRevenue

Investment Income InvestmentIncome

Field	Value	IRS element (for citing)
Total Revenue Column	84180	TotalRevenueColumn
Related Or Exempt Function Income	0	RelatedOrExemptFunctionIncome
Unrelated Business Revenue	0	UnrelatedBusinessRevenue
Exclusion	$84,180	ExclusionAmount

Income From Invest Bond Proceeds IncomeFromInvestBondProceeds

Field	Value	IRS element (for citing)
Total Revenue Column	0	TotalRevenueColumn
Related Or Exempt Function Income	0	RelatedOrExemptFunctionIncome
Unrelated Business Revenue	0	UnrelatedBusinessRevenue
Exclusion	$0	ExclusionAmount

Royalties Revenue RoyaltiesRevenue

Field	Value	IRS element (for citing)
Total Revenue Column	0	TotalRevenueColumn
Related Or Exempt Function Income	0	RelatedOrExemptFunctionIncome
Unrelated Business Revenue	0	UnrelatedBusinessRevenue
Exclusion	$0	ExclusionAmount

Gross Rents GrossRents

Field	Value	IRS element (for citing)
Real	0	Real
Personal	0	Personal

Less Rental Expenses LessRentalExpenses

Field	Value	IRS element (for citing)
Real	0	Real
Personal	0	Personal

Rental Income Or Loss RentalIncomeOrLoss

Field	Value	IRS element (for citing)
Real	0	Real
Personal	0	Personal

Net Rental Income Or Loss NetRentalIncomeOrLoss

Field	Value	IRS element (for citing)
Total Revenue Column	0	TotalRevenueColumn
Related Or Exempt Function Income	0	RelatedOrExemptFunctionIncome
Unrelated Business Revenue	0	UnrelatedBusinessRevenue
Exclusion	$0	ExclusionAmount

Gross Amount Sales Assets GrossAmountSalesAssets

Field	Value	IRS element (for citing)
Securities	0	Securities
Other	50390	Other

Less Cost Oth Basis Sales Expenses LessCostOthBasisSalesExpenses

Field	Value	IRS element (for citing)
Securities	0	Securities
Other	0	Other

Gain Or Loss GainOrLoss

Field	Value	IRS element (for citing)
Securities	0	Securities
Other	50390	Other

Net Gain Or Loss Investments NetGainOrLossInvestments

Field	Value	IRS element (for citing)
Total Revenue Column	50390	TotalRevenueColumn
Related Or Exempt Function Income	0	RelatedOrExemptFunctionIncome
Unrelated Business Revenue	0	UnrelatedBusinessRevenue
Exclusion	$50,390	ExclusionAmount

Field	Value	IRS element (for citing)
Gross Income Fundraising Events	0	GrossIncomeFundraisingEvents
Cntrbtns Rprtd Fundraising Events	0	CntrbtnsRprtdFundraisingEvents
Fundraising Direct Expenses	0	FundraisingDirectExpenses

Net Income From Fundraising Events NetIncomeFromFundraisingEvents

Field	Value	IRS element (for citing)
Total Revenue Column	0	TotalRevenueColumn
Related Or Exempt Function Income	0	RelatedOrExemptFunctionIncome
Unrelated Business Revenue	0	UnrelatedBusinessRevenue
Exclusion	$0	ExclusionAmount

Field	Value	IRS element (for citing)
Gross Income Gaming	0	GrossIncomeGaming
Gaming Direct Expenses	0	GamingDirectExpenses

Net Income From Gaming NetIncomeFromGaming

Field	Value	IRS element (for citing)
Total Revenue Column	0	TotalRevenueColumn
Related Or Exempt Function Income	0	RelatedOrExemptFunctionIncome
Unrelated Business Revenue	0	UnrelatedBusinessRevenue
Exclusion	$0	ExclusionAmount

Field	Value	IRS element (for citing)
Gross Sales Of Inventory	0	GrossSalesOfInventory
Cost Of Goods Sold	0	CostOfGoodsSold

Net Income Or Loss NetIncomeOrLoss

Field	Value	IRS element (for citing)
Total Revenue Column	0	TotalRevenueColumn
Related Or Exempt Function Income	0	RelatedOrExemptFunctionIncome
Unrelated Business Revenue	0	UnrelatedBusinessRevenue
Exclusion	$0	ExclusionAmount

Other Revenue Misc OtherRevenueMisc

Field	Value	IRS element (for citing)
Description	Other Patient Care Services	Description
Business Code	812900	BusinessCode
Total Revenue Column	63262	TotalRevenueColumn
Related Or Exempt Function Income	63262	RelatedOrExemptFunctionIncome
Unrelated Business Revenue	0	UnrelatedBusinessRevenue
Exclusion	$0	ExclusionAmount

Miscellaneous Revenue MiscellaneousRevenue

Field	Value	IRS element (for citing)
Total Revenue Column	0	TotalRevenueColumn
Related Or Exempt Function Income	0	RelatedOrExemptFunctionIncome
Unrelated Business Revenue	0	UnrelatedBusinessRevenue
Exclusion	$0	ExclusionAmount

Field	Value	IRS element (for citing)
Total Other Revenue	63262	TotalOtherRevenue

Total Revenue TotalRevenue

Field	Value	IRS element (for citing)
Total Revenue Column	28015490	TotalRevenueColumn
Related Or Exempt Function Income	27218575	RelatedOrExemptFunctionIncome
Unrelated Business Revenue	0	UnrelatedBusinessRevenue
Exclusion	$134,570	ExclusionAmount

Grants To Domestic Orgs GrantsToDomesticOrgs

Field	Value	IRS element (for citing)
Total	0	Total
Program Services	0	ProgramServices

Grants To Domestic Individuals GrantsToDomesticIndividuals

Field	Value	IRS element (for citing)
Total	0	Total
Program Services	0	ProgramServices

Foreign Grants ForeignGrants

Field	Value	IRS element (for citing)
Total	0	Total
Program Services	0	ProgramServices

Benefits To Members BenefitsToMembers

Field	Value	IRS element (for citing)
Total	0	Total
Program Services	0	ProgramServices

Comp Current Officers Directors CompCurrentOfficersDirectors

Field	Value	IRS element (for citing)
Total	908044	Total
Program Services	447423	ProgramServices
Management And General	460621	ManagementAndGeneral
Fundraising	0	Fundraising

Comp Disqual Persons CompDisqualPersons

Field	Value	IRS element (for citing)
Total	0	Total
Program Services	0	ProgramServices
Management And General	0	ManagementAndGeneral
Fundraising	0	Fundraising

Other Salaries And Wages OtherSalariesAndWages

Field	Value	IRS element (for citing)
Total	14099791	Total
Program Services	13450475	ProgramServices
Management And General	649316	ManagementAndGeneral
Fundraising	0	Fundraising

Pension Plan Contributions PensionPlanContributions

Field	Value	IRS element (for citing)
Total	951163	Total
Program Services	843822	ProgramServices
Management And General	107341	ManagementAndGeneral
Fundraising	0	Fundraising

Other Employee Benefits OtherEmployeeBenefits

Field	Value	IRS element (for citing)
Total	1446090	Total
Program Services	1395803	ProgramServices
Management And General	50287	ManagementAndGeneral
Fundraising	0	Fundraising

Payroll Taxes PayrollTaxes

Field	Value	IRS element (for citing)
Total	1114658	Total
Program Services	1037629	ProgramServices
Management And General	77029	ManagementAndGeneral
Fundraising	0	Fundraising

Fees For Services Management FeesForServicesManagement

Field	Value	IRS element (for citing)
Total	0	Total
Program Services	0	ProgramServices
Management And General	0	ManagementAndGeneral
Fundraising	0	Fundraising

Fees For Services Legal FeesForServicesLegal

Field	Value	IRS element (for citing)
Total	22195	Total
Program Services	17416	ProgramServices
Management And General	4779	ManagementAndGeneral
Fundraising	0	Fundraising

Fees For Services Accounting FeesForServicesAccounting

Field	Value	IRS element (for citing)
Total	31500	Total
Program Services	0	ProgramServices
Management And General	31500	ManagementAndGeneral
Fundraising	0	Fundraising

Fees For Services Lobbying FeesForServicesLobbying

Field	Value	IRS element (for citing)
Total	0	Total
Program Services	0	ProgramServices
Management And General	0	ManagementAndGeneral
Fundraising	0	Fundraising

Fees For Services Prof Fundraising FeesForServicesProfFundraising

Field	Value	IRS element (for citing)
Total	0	Total
Fundraising	0	Fundraising

Fees For Services Invst Mgmnt Fees FeesForServicesInvstMgmntFees

Field	Value	IRS element (for citing)
Total	0	Total
Program Services	0	ProgramServices
Management And General	0	ManagementAndGeneral
Fundraising	0	Fundraising

Fees For Services Other FeesForServicesOther

Field	Value	IRS element (for citing)
Total	186759	Total
Program Services	186759	ProgramServices
Management And General	0	ManagementAndGeneral
Fundraising	0	Fundraising

Advertising Advertising

Field	Value	IRS element (for citing)
Total	221994	Total
Program Services	161351	ProgramServices
Management And General	60643	ManagementAndGeneral
Fundraising	0	Fundraising

Office Expenses OfficeExpenses

Field	Value	IRS element (for citing)
Total	244201	Total
Program Services	195130	ProgramServices
Management And General	49071	ManagementAndGeneral
Fundraising	0	Fundraising

Information Technology InformationTechnology

Field	Value	IRS element (for citing)
Total	138156	Total
Program Services	129628	ProgramServices
Management And General	8528	ManagementAndGeneral
Fundraising	0	Fundraising

Royalties Royalties

Field	Value	IRS element (for citing)
Total	0	Total
Program Services	0	ProgramServices
Management And General	0	ManagementAndGeneral
Fundraising	0	Fundraising

Occupancy Occupancy

Field	Value	IRS element (for citing)
Total	1448128	Total
Program Services	1448033	ProgramServices
Management And General	95	ManagementAndGeneral
Fundraising	0	Fundraising

Travel Travel

Field	Value	IRS element (for citing)
Total	186838	Total
Program Services	180788	ProgramServices
Management And General	6050	ManagementAndGeneral
Fundraising	0	Fundraising

Travel Entrtnmnt Public Officials TravelEntrtnmntPublicOfficials

Field	Value	IRS element (for citing)
Total	0	Total
Program Services	0	ProgramServices
Management And General	0	ManagementAndGeneral
Fundraising	0	Fundraising

Conferences Meetings ConferencesMeetings

Field	Value	IRS element (for citing)
Total	25534	Total
Program Services	15409	ProgramServices
Management And General	10125	ManagementAndGeneral
Fundraising	0	Fundraising

Interest Interest

Field	Value	IRS element (for citing)
Total	159759	Total
Program Services	159759	ProgramServices
Management And General	0	ManagementAndGeneral
Fundraising	0	Fundraising

Payments To Affiliates PaymentsToAffiliates

Field	Value	IRS element (for citing)
Total	0	Total
Program Services	0	ProgramServices
Management And General	0	ManagementAndGeneral
Fundraising	0	Fundraising

Depreciation Depletion DepreciationDepletion

Field	Value	IRS element (for citing)
Total	1425585	Total
Program Services	1425585	ProgramServices
Management And General	0	ManagementAndGeneral
Fundraising	0	Fundraising

Insurance Insurance

Field	Value	IRS element (for citing)
Total	215437	Total
Program Services	215437	ProgramServices
Management And General	0	ManagementAndGeneral
Fundraising	0	Fundraising

Other Expenses OtherExpenses (5 entries)

DescriptionDescription	TotalTotal	Program ServicesProgramServices	Management And GeneralManagementAndGeneral
Medical Supplies & Equipment	1319452	1319452	0
Dietary	1292136	1292136	0
Taxes and Fees	780083	775404	4679
Bad Debts	180000	180000	0
All other Miscellaneous	514154	373941	140213

Total Functional Expenses TotalFunctionalExpenses

Field	Value	IRS element (for citing)
Total	26911657	Total
Program Services	25251380	ProgramServices
Management And General	1660277	ManagementAndGeneral
Fundraising	0	Fundraising

Cash Non Interest Bearing CashNonInterestBearing

Field	Value	IRS element (for citing)
BOY	2345926	BOY
EOY	2480031	EOY

Savings And Temp Cash Investments SavingsAndTempCashInvestments

Field	Value	IRS element (for citing)
BOY	3301850	BOY
EOY	6272346	EOY

Pledges And Grants Receivable PledgesAndGrantsReceivable

Field	Value	IRS element (for citing)
BOY	25110	BOY
EOY	0	EOY

Accounts Receivable AccountsReceivable

Field	Value	IRS element (for citing)
BOY	3118648	BOY
EOY	2722185	EOY

Receivables From Officers Etc ReceivablesFromOfficersEtc

Field	Value	IRS element (for citing)
BOY	0	BOY
EOY	0	EOY

Receivables From Disqual Persons ReceivablesFromDisqualPersons

Field	Value	IRS element (for citing)
BOY	0	BOY
EOY	0	EOY

Other Notes Loans Receivable Net OtherNotesLoansReceivableNet

Field	Value	IRS element (for citing)
BOY	0	BOY
EOY	0	EOY

Inventories For Sale Or Use InventoriesForSaleOrUse

Field	Value	IRS element (for citing)
BOY	0	BOY
EOY	0	EOY

Prepaid Expenses Deferred Charges PrepaidExpensesDeferredCharges

Field	Value	IRS element (for citing)
BOY	298036	BOY
EOY	259456	EOY

Field	Value	IRS element (for citing)
Land Buildings Equipment Basis	33320443	LandBuildingsEquipmentBasis
Land Bldg Equipment Accum Deprec	17315333	LandBldgEquipmentAccumDeprec

Land Buildings Equipment Basis Net LandBuildingsEquipmentBasisNet

Field	Value	IRS element (for citing)
BOY	16466711	BOY
EOY	16005110	EOY

Investments Pub Traded Securities InvestmentsPubTradedSecurities

Field	Value	IRS element (for citing)
BOY	1300058	BOY
EOY	1424406	EOY

Investments Other Securities InvestmentsOtherSecurities

Field	Value	IRS element (for citing)
BOY	0	BOY
EOY	0	EOY

Intangible Assets IntangibleAssets

Field	Value	IRS element (for citing)
BOY	0	BOY
EOY	0	EOY

Other Assets Total OtherAssetsTotal

Field	Value	IRS element (for citing)
BOY	1778684	BOY
EOY	2535250	EOY

Total Assets TotalAssets

Field	Value	IRS element (for citing)
BOY	28635023	BOY
EOY	31698784	EOY

Accounts Payable Accrued Expenses AccountsPayableAccruedExpenses

Field	Value	IRS element (for citing)
BOY	2477035	BOY
EOY	2650505	EOY

Grants Payable GrantsPayable

Field	Value	IRS element (for citing)
BOY	0	BOY
EOY	0	EOY

Deferred Revenue DeferredRevenue

Field	Value	IRS element (for citing)
BOY	273081	BOY
EOY	391734	EOY

Tax Exempt Bond Liabilities TaxExemptBondLiabilities

Field	Value	IRS element (for citing)
BOY	6660000	BOY
EOY	6410000	EOY

Escrow Account Liability EscrowAccountLiability

Field	Value	IRS element (for citing)
BOY	0	BOY
EOY	0	EOY

Loans From Officers Directors LoansFromOfficersDirectors

Field	Value	IRS element (for citing)
BOY	0	BOY
EOY	0	EOY

Mort Notes Pybl Secured Invest Prop MortNotesPyblSecuredInvestProp

Field	Value	IRS element (for citing)
BOY	0	BOY
EOY	0	EOY

Unsecured Notes Loans Payable UnsecuredNotesLoansPayable

Field	Value	IRS element (for citing)
BOY	0	BOY
EOY	0	EOY

Other Liabilities OtherLiabilities

Field	Value	IRS element (for citing)
BOY	500751	BOY
EOY	2315187	EOY

Total Liabilities TotalLiabilities

Field	Value	IRS element (for citing)
BOY	9910867	BOY
EOY	11767426	EOY

Field	Value	IRS element (for citing)
Follow SFAS117	X	FollowSFAS117

Unrestricted Net Assets UnrestrictedNetAssets

Field	Value	IRS element (for citing)
BOY	17356626	BOY
EOY	18551358	EOY

Temporarily Restricted Net Assets TemporarilyRestrictedNetAssets

Field	Value	IRS element (for citing)
BOY	1367530	BOY
EOY	1380000	EOY

Permanently Restricted Net Assets PermanentlyRestrictedNetAssets

Field	Value	IRS element (for citing)
BOY	0	BOY
EOY	0	EOY

Total Net Assets Fund Balances TotalNetAssetsFundBalances

Field	Value	IRS element (for citing)
BOY	18724156	BOY
EOY	19931358	EOY

Total Liab Net Assets Fund Balances TotalLiabNetAssetsFundBalances

Field	Value	IRS element (for citing)
BOY	28635023	BOY
EOY	31698784	EOY

Field	Value	IRS element (for citing)
Method Of Accounting Accrual	X	MethodOfAccountingAccrual
Accountant Compile Or Review	0	AccountantCompileOrReview
FS Audited	1	FSAudited
Audit Committee	1	AuditCommittee
Financial Statement Both	X	FinancialStatementBoth
Federal Grant Audit Required	0	FederalGrantAuditRequired

Schedule A IRS990ScheduleA

Field	Value	IRS element (for citing)
Publicly Supported Org509a2	X	PubliclySupportedOrg509a2

Gifts Grants Contrib Received509 GiftsGrantsContribReceived509

Field	Value	IRS element (for citing)
Current Tax Year Minus4 Years	0	CurrentTaxYearMinus4Years
Current Tax Year Minus3 Years	0	CurrentTaxYearMinus3Years
Current Tax Year Minus2 Years	0	CurrentTaxYearMinus2Years
Current Tax Year Minus1 Year	633195	CurrentTaxYearMinus1Year
Current Tax Year	662345	CurrentTaxYear
Total	1295540	Total

Gross Receipts From Admissions GrossReceiptsFromAdmissions

Field	Value	IRS element (for citing)
Current Tax Year Minus4 Years	0	CurrentTaxYearMinus4Years
Current Tax Year Minus3 Years	0	CurrentTaxYearMinus3Years
Current Tax Year Minus2 Years	0	CurrentTaxYearMinus2Years
Current Tax Year Minus1 Year	26575938	CurrentTaxYearMinus1Year
Current Tax Year	26916144	CurrentTaxYear
Total	53492082	Total

Gross Receipts From Non UBI GrossReceiptsFromNonUBI

Field	Value	IRS element (for citing)
Current Tax Year Minus4 Years	0	CurrentTaxYearMinus4Years
Current Tax Year Minus3 Years	0	CurrentTaxYearMinus3Years
Current Tax Year Minus2 Years	0	CurrentTaxYearMinus2Years
Current Tax Year Minus1 Year	0	CurrentTaxYearMinus1Year
Current Tax Year	0	CurrentTaxYear
Total	0	Total

Tax Rev Levied For Org Benefit509 TaxRevLeviedForOrgBenefit509

Field	Value	IRS element (for citing)
Current Tax Year Minus4 Years	0	CurrentTaxYearMinus4Years
Current Tax Year Minus3 Years	0	CurrentTaxYearMinus3Years
Current Tax Year Minus2 Years	0	CurrentTaxYearMinus2Years
Current Tax Year Minus1 Year	0	CurrentTaxYearMinus1Year
Current Tax Year	0	CurrentTaxYear
Total	0	Total

Value Of Svcs Fclts Furnishd By Govt ValueOfSvcsFcltsFurnishdByGovt

Field	Value	IRS element (for citing)
Current Tax Year Minus4 Years	0	CurrentTaxYearMinus4Years
Current Tax Year Minus3 Years	0	CurrentTaxYearMinus3Years
Current Tax Year Minus2 Years	0	CurrentTaxYearMinus2Years
Current Tax Year Minus1 Year	0	CurrentTaxYearMinus1Year
Current Tax Year	0	CurrentTaxYear
Total	0	Total

Total509 Total509

Field	Value	IRS element (for citing)
Current Tax Year Minus4 Years	0	CurrentTaxYearMinus4Years
Current Tax Year Minus3 Years	0	CurrentTaxYearMinus3Years
Current Tax Year Minus2 Years	0	CurrentTaxYearMinus2Years
Current Tax Year Minus1 Year	27209133	CurrentTaxYearMinus1Year
Current Tax Year	27578489	CurrentTaxYear
Total	54787622	Total

Amts Recd From Disqual Persons AmtsRecdFromDisqualPersons

Field	Value	IRS element (for citing)
Current Tax Year Minus4 Years	0	CurrentTaxYearMinus4Years
Current Tax Year Minus3 Years	0	CurrentTaxYearMinus3Years
Current Tax Year Minus2 Years	0	CurrentTaxYearMinus2Years
Current Tax Year Minus1 Year	0	CurrentTaxYearMinus1Year
Current Tax Year	0	CurrentTaxYear
Total	0	Total

Amts From Subst Contributors AmtsFromSubstContributors

Field	Value	IRS element (for citing)
Current Tax Year Minus4 Years	0	CurrentTaxYearMinus4Years
Current Tax Year Minus3 Years	0	CurrentTaxYearMinus3Years
Current Tax Year Minus2 Years	0	CurrentTaxYearMinus2Years
Current Tax Year Minus1 Year	0	CurrentTaxYearMinus1Year
Current Tax Year	0	CurrentTaxYear
Total	0	Total

Support From DQ Ps Etc SupportFromDQPsEtc

Field	Value	IRS element (for citing)
Current Tax Year Minus4 Years	0	CurrentTaxYearMinus4Years
Current Tax Year Minus3 Years	0	CurrentTaxYearMinus3Years
Current Tax Year Minus2 Years	0	CurrentTaxYearMinus2Years
Current Tax Year Minus1 Year	0	CurrentTaxYearMinus1Year
Current Tax Year	0	CurrentTaxYear
Total	0	Total

Field	Value	IRS element (for citing)
Public Support Total509	54787622	PublicSupportTotal509

Gross Investment Income509 GrossInvestmentIncome509

Field	Value	IRS element (for citing)
Current Tax Year Minus4 Years	0	CurrentTaxYearMinus4Years
Current Tax Year Minus3 Years	0	CurrentTaxYearMinus3Years
Current Tax Year Minus2 Years	0	CurrentTaxYearMinus2Years
Current Tax Year Minus1 Year	45729	CurrentTaxYearMinus1Year
Current Tax Year	84180	CurrentTaxYear
Total	129909	Total

Post1975 UBTI Post1975UBTI

Field	Value	IRS element (for citing)
Current Tax Year Minus4 Years	0	CurrentTaxYearMinus4Years
Current Tax Year Minus3 Years	0	CurrentTaxYearMinus3Years
Current Tax Year Minus2 Years	0	CurrentTaxYearMinus2Years
Current Tax Year Minus1 Year	0	CurrentTaxYearMinus1Year
Current Tax Year	0	CurrentTaxYear
Total	0	Total

Investment Income And UBTI InvestmentIncomeAndUBTI

Field	Value	IRS element (for citing)
Current Tax Year Minus4 Years	0	CurrentTaxYearMinus4Years
Current Tax Year Minus3 Years	0	CurrentTaxYearMinus3Years
Current Tax Year Minus2 Years	0	CurrentTaxYearMinus2Years
Current Tax Year Minus1 Year	45729	CurrentTaxYearMinus1Year
Current Tax Year	84180	CurrentTaxYear
Total	129909	Total

Net Income From Other UBI NetIncomeFromOtherUBI

Field	Value	IRS element (for citing)
Current Tax Year Minus4 Years	0	CurrentTaxYearMinus4Years
Current Tax Year Minus3 Years	0	CurrentTaxYearMinus3Years
Current Tax Year Minus2 Years	0	CurrentTaxYearMinus2Years
Current Tax Year Minus1 Year	0	CurrentTaxYearMinus1Year
Current Tax Year	0	CurrentTaxYear
Total	0	Total

Other Income509 OtherIncome509

Field	Value	IRS element (for citing)
Current Tax Year Minus4 Years	0	CurrentTaxYearMinus4Years
Current Tax Year Minus3 Years	0	CurrentTaxYearMinus3Years
Current Tax Year Minus2 Years	0	CurrentTaxYearMinus2Years
Current Tax Year Minus1 Year	268380	CurrentTaxYearMinus1Year
Current Tax Year	302431	CurrentTaxYear
Total	570811	Total

Total Support Total TotalSupportTotal

Field	Value	IRS element (for citing)
Current Tax Year Minus4 Years	0	CurrentTaxYearMinus4Years
Current Tax Year Minus3 Years	0	CurrentTaxYearMinus3Years
Current Tax Year Minus2 Years	0	CurrentTaxYearMinus2Years
Current Tax Year Minus1 Year	27523242	CurrentTaxYearMinus1Year
Current Tax Year	27965100	CurrentTaxYear
Total	55488342	Total

Field	Value	IRS element (for citing)
First5 Years509	X	First5Years509
General Explanation	Line 12 other income represents revenues received for services available to the McLean Health Center residents, employees, and visitors. These services include Cafeteria and guest meals, barber and beauty care, dental care, cable TV for residents, and other similar services for residents.	GeneralExplanation

Schedule B IRS990ScheduleB

Contributor Info ContributorInfo

Field	Value	IRS element (for citing)
Contributor Number	RESTRICTED	ContributorNumber

Contributor Name Business ContributorNameBusiness

Field	Value	IRS element (for citing)
Business Name Line1	RESTRICTED	BusinessNameLine1

Contributor Address US ContributorAddressUS

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)
Aggregate Contributions	RESTRICTED	AggregateContributions

Schedule D IRS990ScheduleD

Land Land

Field	Value	IRS element (for citing)
Investment Cost Or Other Basis	0	InvestmentCostOrOtherBasis
Other Cost Or Other Basis	29950	OtherCostOrOtherBasis
Book Value	29950	BookValue

Buildings Buildings

Field	Value	IRS element (for citing)
Investment Cost Or Other Basis	0	InvestmentCostOrOtherBasis
Other Cost Or Other Basis	20536268	OtherCostOrOtherBasis
Depreciation	9888165	Depreciation
Book Value	10648103	BookValue

Leasehold Improvements LeaseholdImprovements

Field	Value	IRS element (for citing)
Investment Cost Or Other Basis	0	InvestmentCostOrOtherBasis
Other Cost Or Other Basis	0	OtherCostOrOtherBasis
Depreciation	0	Depreciation
Book Value	0	BookValue

Equipment Equipment

Field	Value	IRS element (for citing)
Investment Cost Or Other Basis	0	InvestmentCostOrOtherBasis
Other Cost Or Other Basis	12414738	OtherCostOrOtherBasis
Depreciation	7427168	Depreciation
Book Value	4987570	BookValue

Other Land Buildings OtherLandBuildings

Field	Value	IRS element (for citing)
Investment Cost Or Other Basis	0	InvestmentCostOrOtherBasis
Other Cost Or Other Basis	339487	OtherCostOrOtherBasis
Depreciation	0	Depreciation
Book Value	339487	BookValue

Field	Value	IRS element (for citing)
Total Of Book Value Land Buildings	16005110	TotalOfBookValueLandBuildings

Financial Derivatives FinancialDerivatives

Field	Value	IRS element (for citing)
Book Value	0	BookValue

Closely Held Equity Interests CloselyHeldEquityInterests

Field	Value	IRS element (for citing)
Book Value	0	BookValue

Field	Value	IRS element (for citing)
Total Of Book Value Securities	0	TotalOfBookValueSecurities

Other Assets OtherAssets (6 entries)

DescriptionDescription	Book ValueBookValue
Interest in net assets of McLean Foundation Inc	1380000
Operating Reserve Escrow	453303
Entrance Fee Escrow	278841
Assets whose use is limited under bond indenture	209401
Deferred Finance Cost CHEFA	132551
Deferred Marketing Fees	81154

Field	Value	IRS element (for citing)
Total Book Value Other Assets	2535250	TotalBookValueOtherAssets
Federal Income Tax Liability	0	FederalIncomeTaxLiability

Other Liabilities OtherLiabilities (3 entries)

DescriptionDescription	AmountAmount
Refundable entry fees	$1,944,250
Deposits held for residents	$306,948
Conditional asset retirement obligation	$63,989

Field	Value	IRS element (for citing)
Total Of Amounts	2315187	TotalOfAmounts
Total Revenue	28015490	TotalRevenue
Total Expenses	26911657	TotalExpenses
Excess Or Deficit For Year	1103833	ExcessOrDeficitForYear
Net Unrealized GL On Investments	90599	NetUnrealizedGLOnInvestments
Donated Services And Facilities	0	DonatedServicesAndFacilities
Investment Expenses	0	InvestmentExpenses
Prior Period Adjustments	0	PriorPeriodAdjustments
Other	$0	OtherAmount
Total Adjustments	90599	TotalAdjustments
Excess Or Deficit Per FS	1194432	ExcessOrDeficitPerFS
Tot Revenue Etc Audited Fincl Stmt	28106000	TotRevenueEtcAuditedFinclStmt
Net Unrealized Gains Investments	90599	NetUnrealizedGainsInvestments
Donated Srvc And Use Of Facilities	0	DonatedSrvcAndUseOfFacilities
Recoveries Of Prior Year Grants	0	RecoveriesOfPriorYearGrants
Other Revenues	0	OtherRevenues
Revenue Not Rptd F990	90599	RevenueNotRptdF990
Revenue Subtotal	28015401	RevenueSubtotal
Investment Expenses Not Included	0	InvestmentExpensesNotIncluded
Other Revenues Not Included	89	OtherRevenuesNotIncluded
Revenue Not Rptd On Fin Stmt	89	RevenueNotRptdOnFinStmt
Total Revenue Per Form990	28015490	TotalRevenuePerForm990
Tot Expenses Etc Audited Fincl Stmt	26911000	TotExpensesEtcAuditedFinclStmt
Donated Services Use Of Facilities	0	DonatedServicesUseOfFacilities
Prior Year Adjustments	0	PriorYearAdjustments
Losses Reported	0	LossesReported
Other Expenses Included	0	OtherExpensesIncluded
Expenses Not Rptd F990	0	ExpensesNotRptdF990
Expenses Subtotal	26911000	ExpensesSubtotal
Investment Expenses Not Included2	0	InvestmentExpensesNotIncluded2
Other Expenses Not Included	657	OtherExpensesNotIncluded
Expenses Not Rptd On Fin Stmt	657	ExpensesNotRptdOnFinStmt
Total Expenses Per Form990	26911657	TotalExpensesPerForm990

Form990 Schedule D Part XIV Form990ScheduleDPartXIV (3 entries)

IdentifierIdentifier	Return ReferenceReturnReference	ExplanationExplanation
SchD_P10_S00_L00	Schedule D, Part X	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 plans 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 tchnical 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, 2010 and 2009. Management believes McLean is operating in accordance with its non-profit tax status and accordingly, no provision for income taxes has been recorded.
SchD_P12_S00_L04b	Schedule D, Part XII, Line 4b	Audited financial statements are prepared in thousands. This amount represents rounding differences.
SchD_P13_S00_L04b	Schedule D, Part XIII, Line 4b	Audited statements are prepared in thousands of dollars, this amount represents rounding differences.

Schedule J IRS990ScheduleJ

Field	Value	IRS element (for citing)
Club Dues Or Fees	X	ClubDuesOrFees
Written Policy Re T And E Expenses	1	WrittenPolicyReTAndEExpenses
Substantiation Required	1	SubstantiationRequired
Compensation Committee	X	CompensationCommittee
Independent Consultant	X	IndependentConsultant
Compensation Survey	X	CompensationSurvey
Board Or Committee Approval	X	BoardOrCommitteeApproval
Severance Payment	0	SeverancePayment
Supplemental Nonqual Retire Plan	0	SupplementalNonqualRetirePlan
Equity Based Comp Arrangement	0	EquityBasedCompArrangement
Comp Based On Revenue Of Filing Org	0	CompBasedOnRevenueOfFilingOrg
Comp Based On Revenue Related Orgs	0	CompBasedOnRevenueRelatedOrgs
Comp Based Net Earnings Filing Org	0	CompBasedNetEarningsFilingOrg
Comp Based Net Earnings Relate Orgs	0	CompBasedNetEarningsRelateOrgs
Any Non Fixed Payments	0	AnyNonFixedPayments
Initial Contract Exception	0	InitialContractException

Form990 Schedule J Part II Form990ScheduleJPartII (5 entries)

Base Compensation Filing OrgBaseCompensationFilingOrg	Comp Based On Related OrgsCompBasedOnRelatedOrgs	Bonus Filing OrgBonusFilingOrg	Bonus Related OrgsBonusRelatedOrgs	Other Compensation Filing OrgOtherCompensationFilingOrg	Other Compensation Related OrgsOtherCompensationRelatedOrgs	Deferred Comp Filing OrgDeferredCompFilingOrg	Deferred Comp Related OrgsDeferredCompRelatedOrgs	Nontaxable Benefits Filing OrgNontaxableBenefitsFilingOrg	Nontaxable Benefits Related OrgsNontaxableBenefitsRelatedOrgs	Total Compensation Filing OrgTotalCompensationFilingOrg	Total Compensation Related OrgsTotalCompensationRelatedOrgs	Comp Report Prior990 Filing OrgCompReportPrior990FilingOrg	Comp Report Prior990 Related OrgsCompReportPrior990RelatedOrgs
David J Bordonaro
284766	0	0	0	0	0	0	0	38320	0	323086	0	285756	0
Augusto R Gautier
186145	0	0	0	0	0	0	0	26584	0	212729	0	190789	0
Bonnie Ku
140609	0	0	0	0	0	0	0	21165	0	161774	0	155916	0
Frederica B Hoffmann
110004	0	0	0	0	0	0	0	14866	0	124870	0	0	0
Lisa Clark
97156	0	0	0	0	0	0	0	16438	0	113594	0	0	0

Form990 Schedule J Part III Form990ScheduleJPartIII (2 entries)

IdentifierIdentifier	Return ReferenceReturnReference	ExplanationExplanation
SchJ_P01_S00_L01a	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 s 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 beverages consumed by the President and his guests on an accountable plan basis.
SchJ_P01_S00_L03	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. for 2010, the organization engaged an independent consultant to supplement the compensation surveys and all Key Employees were included in this review.

Schedule L IRS990ScheduleL

Form990 Schedule L Part IV Form990ScheduleLPartIV

Name Of Interested Person NameOfInterestedPerson

Field	Value	IRS element (for citing)
Name Person	Simsbury Bank	NamePerson

Field	Value	IRS element (for citing)
Relationship	Trustee is President of the Bank	Relationship
Amount Of Transaction	0	AmountOfTransaction
Description Of Transaction	McLean Affiliate bank accounts and certificate of deposit with year end balances of $6,272,346 processed by this bank.	DescriptionOfTransaction
Sharing Of Revenues	0	SharingOfRevenues

Schedule O IRS990ScheduleO

General Explanation GeneralExplanation (7 entries)

IdentifierIdentifier	Return ReferenceReturnReference	ExplanationExplanation
F990_P06_S0A_L02	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 and its controlled entities. We consider Mr. Wetzel 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 - business relationship.
F990_P06_S0A_L07a	Form 990, Part VI, Section A, Line 7a	The Directors of McLean Affiliates, Inc. are appointed by the Trustees of McLean Fund.
F990_P06_S0A_L07b	Form 990, Part VI, Section A, Line 7b	The Directors of McLean Affiliates are appointed by the Trustees of McLean Fund.
F990_P06_S0B_L11	Form 990, Part VI, Section B, Line 11	The McLean Affiliates, Inc. 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's chairman reported the committee's conclusion to the Board of Directors of McLean Affiliates, Inc.
F990_P06_S0B_L12c	Form 990, Part VI, Section B, Line 12c	The organization requires annual disclosure of duality of interests from its Directors, Officers, and Key Employees.
F990_P06_S0B_L15	Form 990, Part VI, Section B, Line 15	The organization uses several compensation surveys which are used by the Board's Compensation Committee to recommend to the full Board the President's compensation package. For 2010, the organization engaged an independent consultant to supplement the compensation surveys and all key employees were included in this review.
F990_P06_S0C_L19	Form 990, Part VI, Section C, Line 19	The governing documents are available upon request. The Code of Conduct is available on the website. Combined financial Statements for McLean Fund and its controlled entities (i.e., McLean Foundation, McLean Game Refuge, Inc., and McLean Affiliates, Inc.) are available to the public via its website.

Schedule R IRS990ScheduleR

Form990 Schedule R Part II Form990ScheduleRPartII (3 entries)

Address Line1AddressUS/AddressLine1	CityAddressUS/City	StateAddressUS/State	ZIP CodeAddressUS/ZIPCode	EINEIN	Primary ActivitiesPrimaryActivities	Legal Domicile StateLegalDomicileState	Exempt Code SectionExemptCodeSection	Public Charity StatusPublicCharityStatus	Direct Controlling Entity NADirectControllingEntityNA	Business Name Line1DirectControllingEntityName/BusinessNameLine1
McLean Fund
75 Great Pond Road	Simsbury	CT	06070	066026241	Trust that carries out the purposes of Senator McLean's will.	CT	501(3)(3)	509(a)(3)	N/A
McLean Game Refuge Inc
75 Great Pond Road	Simsbury	CT	06070	261960261	Maintain an over 4,350 acre nature preserve open to the public year round at no charge.	CT	501(c)(3)	170(b)(1)(A)(vi)		McLean Fund
McLean Foundation
75 Great Pond Road	Simsbury	CT	06070	237032779	Fundraising for the public furtherance of the missions of McLean Affiliates and McLean Game Refuge.	CT	501(c)(3)	509a1 and 170b1Avi		McLean Fund

Field	Value	IRS element (for citing)
Receipt Of Int Ann Rents Royalties	0	ReceiptOfIntAnnRentsRoyalties
Gift Grant Or Cap Contr To Other Org	0	GiftGrantOrCapContrToOtherOrg
Gift Grant Or Cap Contr Fr Other Org	1	GiftGrantOrCapContrFrOtherOrg
Loans Or Guarantees To Other Org	0	LoansOrGuaranteesToOtherOrg
Loans Or Guarantees From Other Org	1	LoansOrGuaranteesFromOtherOrg
Sale Of Assets To Other Org	0	SaleOfAssetsToOtherOrg
Purchase Of Assets From Other Org	0	PurchaseOfAssetsFromOtherOrg
Exchange Of Assets	0	ExchangeOfAssets
Rental Of Facilities To Other Orgs	0	RentalOfFacilitiesToOtherOrgs
Rental Of Facilities Fr Other Orgs	0	RentalOfFacilitiesFrOtherOrgs
Perform Of Services For Other Orgs	0	PerformOfServicesForOtherOrgs
Perform Of Services By Other Orgs	1	PerformOfServicesByOtherOrgs
Sharing Of Facilities	0	SharingOfFacilities
Sharing Of Paid Employees	1	SharingOfPaidEmployees
Reimbursement Paid To Other Org	0	ReimbursementPaidToOtherOrg
Reimbursement Paid By Other Org	1	ReimbursementPaidByOtherOrg
Other Transfer To Other Org	0	OtherTransferToOtherOrg
Other Transfer From Other Org	0	OtherTransferFromOtherOrg

Transactions Related Orgs Table TransactionsRelatedOrgsTable (10 entries)

Transaction TypeTransactionType	Amount InvolvedAmountInvolved
McLean Fund
c	508850
McLean Fund
e	6410000
McLean Fund
p	81447
McLean Foundation
c	153642
McLean Foundation
l	121662
McLean Foundation
n	143719
McLean Foundation
p	220819
McLean Game Refuge Inc
e	6410000
McLean Game Refuge Inc
n	80932
McLean Game Refuge Inc
p	98721