MCLEAN FOUNDATION INC: Form 990, tax year 2009
View the entire original 990 at ProPublica ↗
- Organization
- MCLEAN FOUNDATION INC (EIN 23-7032779)
- Tax period
- 2009-10-01 to 2010-09-30
- Filed
- 2011-05-05
- IRS object ID
- 201141269349300534
- 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 G
- Schedule I
- Schedule J
- Schedule O
- Schedule R
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Timestamp | 2011-05-05T14:37:11-07:00 | 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 | 237032779 | EIN |
Name Name
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | MCLEAN FOUNDATION 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 | 8606383759 | 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
| 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 | 75 Great Pond Road | AddressLine1 |
| City | Simsbury | City |
| State | CT | State |
| ZIP Code | 06070 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | 850372 | GrossReceipts |
| Group Return For Affiliates | 0 | GroupReturnForAffiliates |
| Organization501c | X | Organization501c |
| Web Site | mcleancare.org | WebSite |
| Type Of Organization Corporation | X | TypeOfOrganizationCorporation |
| Year Formation | 1969 | YearFormation |
| State Legal Domicile | CT | StateLegalDomicile |
| Activity Or Mission Description | The mission of the McLean Foundation is to receive, maintain, and apply funds to promote and engage in activities in furtherance of the public welfare principally by supporting and assisting the mission and programs of McLean Affiliates, Inc. (EIN#26-1960246) and McLean Game Refuge, Inc. (EIN# 26-1960261). | ActivityOrMissionDescription |
| Nbr Voting Members Governing Body | 16 | NbrVotingMembersGoverningBody |
| Nbr Independent Voting Members | 14 | NbrIndependentVotingMembers |
| Total Nbr Employees | 0 | TotalNbrEmployees |
| Total Nbr Volunteers | 30 | TotalNbrVolunteers |
| Total Gross UBI | 0 | TotalGrossUBI |
| Net Unrelated Business Txbl Income | 0 | NetUnrelatedBusinessTxblIncome |
| Contributions Grants Prior Year | 398737 | ContributionsGrantsPriorYear |
| Contributions Grants Current Year | 361800 | ContributionsGrantsCurrentYear |
| Program Service Revenue Prior Year | 0 | ProgramServiceRevenuePriorYear |
| Program Service Revenue CY | 0 | ProgramServiceRevenueCY |
| Investment Income Prior Year | -51198 | InvestmentIncomePriorYear |
| Investment Income Current Year | 154411 | InvestmentIncomeCurrentYear |
| Other Revenue Prior Year | 62840 | OtherRevenuePriorYear |
| Other Revenue Current Year | 74174 | OtherRevenueCurrentYear |
| Total Revenue Prior Year | 410379 | TotalRevenuePriorYear |
| Total Revenue Current Year | 590385 | TotalRevenueCurrentYear |
| Grants And Similar Amnts Prior Year | 428263 | GrantsAndSimilarAmntsPriorYear |
| Grants And Similar Amnts CY | 153642 | GrantsAndSimilarAmntsCY |
| Benefits Paid To Members Prior Year | 0 | BenefitsPaidToMembersPriorYear |
| Benefits Paid To Members CY | 0 | BenefitsPaidToMembersCY |
| Salaries Etc Prior Year | 133216 | SalariesEtcPriorYear |
| Salaries Etc Current Year | 174448 | SalariesEtcCurrentYear |
| Total Prof Fundrsng Exp Prior Year | 0 | TotalProfFundrsngExpPriorYear |
| Total Prof Fundrsng Exp CY | 0 | TotalProfFundrsngExpCY |
| Total Fundrsng Exp Current Year | 207120 | TotalFundrsngExpCurrentYear |
| Other Expense Prior Year | 192494 | OtherExpensePriorYear |
| Other Expenses Current Year | 152392 | OtherExpensesCurrentYear |
| Total Expenses Prior Year | 753973 | TotalExpensesPriorYear |
| Total Expenses Current Year | 480482 | TotalExpensesCurrentYear |
| Revenues Less Expenses Prior Year | -343594 | RevenuesLessExpensesPriorYear |
| Revenues Less Expenses CY | 109903 | RevenuesLessExpensesCY |
| Total Assets BOY | 4744077 | TotalAssetsBOY |
| Total Assets EOY | 5024190 | TotalAssetsEOY |
| Total Liabilities BOY | 85372 | TotalLiabilitiesBOY |
| Total Liabilities EOY | 20037 | TotalLiabilitiesEOY |
| Net Assets Or Fund Balances BOY | 4658705 | NetAssetsOrFundBalancesBOY |
| Net Assets Or Fund Balances EOY | 5004153 | NetAssetsOrFundBalancesEOY |
| Mission Description | The mission of the McLean Foundation is to receive, maintain, and apply funds to promote and engage in activities in furtherance of the public welfare principally by supporting and assisting the mission and programs of McLean Affiliates, Inc. (EIN#26-1960246) and McLean Game Refuge, Inc. (EIN# 26-1960261). | MissionDescription |
| Significant New Program Services | 0 | SignificantNewProgramServices |
| Significant Change | 0 | SignificantChange |
| Expense | 82330 | Expense |
| Grants | 80000 | Grants |
| Revenue | 0 | Revenue |
| Description | Hospice: The McLean Foundation provides Program Specific grants to McLean Affiliates, Inc. (EIN# 26-1960246) for the Hospice program. During this fiscal year, McLean Affiliates, Inc. serviced 14,792 hospice patient days. | Description |
Activity2 Activity2
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | 39037 | Expense |
| Grants | 38972 | Grants |
| Revenue | 0 | Revenue |
| Description | Adult Day Program: The McLean Foundation provides program support to seniors that are not able to entirely pay for the Adult Day program offered by McLean Affiliates, Inc. During the year, the program had 2,146 days of care. | Description |
Activity3 Activity3
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | 2855 | Expense |
| Grants | 0 | Grants |
| Revenue | 0 | Revenue |
| Description | McLean Game Refuge: This funding is to support the McLean Game Refuge (EIN#26-1960261) which is a nature preserve totaling 4,350 acres in the towns of Granby, Simsbury, and Canton, Connecticut. The Game refuge is open to the public for nature study and recreation without charge on a year round basis. It is recognized by the National Park Service as a National Natural Area. | Description |
Activity Other ActivityOther (3 entries)
| ExpenseExpense | GrantsGrants | RevenueRevenue | DescriptionDescription |
|---|---|---|---|
| 72175 | 20192 | 0 | Patient Care: gift to Other Programs of the McLean Affiliates, Inc. which operates a skilled nursing facility providing long term and post acute services as well as the McLean Community and Visiting and other patient care programs. During the 2009 tax year, the McLean Affiliates, Inc. metrics included: 41,218 long term care inpatient days; 10,325 post acute rehabilitation inpatient days; 10,094 outpatient rehabilitation visits; and 26,852 meals delivered. |
| 33373 | 0 | 0 | Assistive Technology Equipment Provision: The Sorenson Media Center, under an endowment from Wesley Sorenson, provides services to homebound and elderly persons in the McLean Affiliates, Inc. service area, aimed at enhancing communication and reducing isolation. |
| 27629 | 14478 | 0 | Health Care Programs, General/Other: McLean Health Center Auxiliary and Gift Shop: The auxiliary is an organization of volunteers who provide extra services to patients, manage activities, operate the gift shop of the McLean Health Center. (3,284 Volunteer hours) |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Of Other Program Service Exp | 133177 | TotalOfOtherProgramServiceExp |
| Total Of Other Program Service Grnt | 34670 | TotalOfOtherProgramServiceGrnt |
| Total Of Other Program Service Rev | 0 | TotalOfOtherProgramServiceRev |
| Total Program Service Expense | 257399 | 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 | 1 | TermOrPermanentEndowments |
| Balance Sheet Amounts Reported | 0 | 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 | 1 | FundraisingActivities |
| Gaming | 0 | Gaming |
| Hospital | 0 | Hospital |
| Grants To Organizations | 1 | 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 | 0 | 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 | 2 | NumberFormsTransmittedWith1096 |
| Number W2 G Included | 0 | NumberW2GIncluded |
| Compliance With Backup Witholding | 1 | ComplianceWithBackupWitholding |
| Number Of Employees | 0 | NumberOfEmployees |
| 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 | 1 | QuidProQuoContributions |
| Quid Pro Quo Disclosure | 1 | QuidProQuoDisclosure |
| 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 | 16 | NbrVotingGoverningBodyMembers |
| Number Independent Voting Members | 14 | 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 | 1 | 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 |
| States Where Copy Of Return Is Filed | CT | StatesWhereCopyOfReturnIsFiled |
| Other Website | X | OtherWebsite |
| Upon Request | X | UponRequest |
The Books Are In Care Of TheBooksAreInCareOf
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Person | Augusto 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 (19 entries)
| TitleTitle | Average Hours Per WeekAverageHoursPerWeek | Individual Trustee Or DirectorIndividualTrusteeOrDirector | Reportable Comp From OrganizationReportableCompFromOrganization | Reportable Comp From Related OrgsReportableCompFromRelatedOrgs | Other CompensationOtherCompensation | OfficerOfficer |
|---|---|---|---|---|---|---|
| Judith Keppelman | ||||||
| Chairman | 1 | X | 0 | 0 | 0 | |
| Michael Paine | ||||||
| Vice Chairman | 1 | X | 0 | 0 | 0 | |
| Daniel P Brown Jr | ||||||
| Director | 1 | X | 0 | 0 | 0 | |
| Marge Brown | ||||||
| Director | 1 | X | 0 | 0 | 0 | |
| David E Bushong | ||||||
| Director | 1 | X | 0 | 0 | 0 | |
| Robert M Ellis | ||||||
| Director | 1 | X | 0 | 0 | 0 | |
| Judy Fitzgerald | ||||||
| Director | 1 | X | 0 | 0 | 0 | |
| Martin Geitz | ||||||
| Director | 1 | X | 0 | 0 | 0 | |
| Robert K Griffin | ||||||
| Director | 1 | X | 0 | 0 | 0 | |
| Robert Hensley | ||||||
| Director | 1 | X | 0 | 0 | 0 | |
| Marie Lopez Kirkley-Bey | ||||||
| Director | 1 | X | 0 | 0 | 0 | |
| Mark Nelson | ||||||
| Director | 1 | X | 0 | 0 | 0 | |
| Brewster Perkins | ||||||
| Director | 1 | X | 0 | 0 | 0 | |
| Joan Quinn | ||||||
| Director | 1 | X | 0 | 0 | 0 | |
| Mark Wetzel | ||||||
| Director | 1 | X | 0 | 0 | 0 | |
| David Bordonaro | ||||||
| President and Director | 3 | X | 0 | 284766 | 38320 | X |
| Augusto Gautier | ||||||
| Treasurer | 3 | 0 | 186145 | 26584 | X | |
| Bernadette Morris | ||||||
| Secretary and Executive Director (since Oct 2009) | 40 | 0 | 16639 | 1258 | X | |
| Frederica B Hoffman | ||||||
| Secretary and Executive Director (until Oct 2009) | 20 | 0 | 110004 | 14866 | X | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | 0 | TotalReportableCompFromOrg |
| Total Reportable Comp Frm Rltd Orgs | 597554 | TotalReportableCompFrmRltdOrgs |
| Total Other Compensation | 81028 | TotalOtherCompensation |
| Number Individuals GT100 K | 0 | NumberIndividualsGT100K |
| Formers Listed | 0 | FormersListed |
| Total Comp GT150 K | 1 | TotalCompGT150K |
| Compensation From Other Sources | 0 | CompensationFromOtherSources |
| Number Of Contractors GT100 K | 0 | NumberOfContractorsGT100K |
| Federated Campaigns | 10250 | FederatedCampaigns |
| Membership Dues | 0 | MembershipDues |
| Fundraising Events | 0 | FundraisingEvents |
| Related Organizations | 0 | RelatedOrganizations |
| Government Grants | 12500 | GovernmentGrants |
| All Other Contributions | 339050 | AllOtherContributions |
| Noncash Contributions | 0 | NoncashContributions |
| Total Contributions | 361800 | TotalContributions |
| Total Program Service Revenue | 0 | TotalProgramServiceRevenue |
Investment Income InvestmentIncome
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 109266 | TotalRevenueColumn |
| Related Or Exempt Function Income | 0 | RelatedOrExemptFunctionIncome |
| Unrelated Business Revenue | 0 | UnrelatedBusinessRevenue |
| Exclusion | $109,266 | 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 | 244975 | Securities |
| Other | 0 | Other |
Less Cost Oth Basis Sales Expenses LessCostOthBasisSalesExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | 199830 | Securities |
| Other | 0 | Other |
Gain Or Loss GainOrLoss
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | 45145 | Securities |
| Other | 0 | Other |
Net Gain Or Loss Investments NetGainOrLossInvestments
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 45145 | TotalRevenueColumn |
| Related Or Exempt Function Income | 0 | RelatedOrExemptFunctionIncome |
| Unrelated Business Revenue | 0 | UnrelatedBusinessRevenue |
| Exclusion | $45,145 | ExclusionAmount |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Income Fundraising Events | 81634 | GrossIncomeFundraisingEvents |
| Cntrbtns Rprtd Fundraising Events | 0 | CntrbtnsRprtdFundraisingEvents |
| Fundraising Direct Expenses | 29261 | FundraisingDirectExpenses |
Net Income From Fundraising Events NetIncomeFromFundraisingEvents
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 52373 | TotalRevenueColumn |
| Related Or Exempt Function Income | 0 | RelatedOrExemptFunctionIncome |
| Unrelated Business Revenue | 0 | UnrelatedBusinessRevenue |
| Exclusion | $52,373 | 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 | 52697 | GrossSalesOfInventory |
| Cost Of Goods Sold | 30896 | CostOfGoodsSold |
Net Income Or Loss NetIncomeOrLoss
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 21801 | TotalRevenueColumn |
| Related Or Exempt Function Income | 0 | RelatedOrExemptFunctionIncome |
| Unrelated Business Revenue | 0 | UnrelatedBusinessRevenue |
| Exclusion | $21,801 | ExclusionAmount |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Other Revenue | 0 | TotalOtherRevenue |
Total Revenue TotalRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 590385 | TotalRevenueColumn |
| Related Or Exempt Function Income | 0 | RelatedOrExemptFunctionIncome |
| Unrelated Business Revenue | 0 | UnrelatedBusinessRevenue |
| Exclusion | $228,585 | ExclusionAmount |
Grants To Domestic Orgs GrantsToDomesticOrgs
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 153642 | Total |
| Program Services | 153642 | 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 | 126124 | Total |
| Program Services | 0 | ProgramServices |
| Management And General | 0 | ManagementAndGeneral |
| Fundraising | 126124 | 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 | 17595 | Total |
| Program Services | 17595 | ProgramServices |
| Management And General | 0 | ManagementAndGeneral |
| Fundraising | 0 | Fundraising |
Pension Plan Contributions PensionPlanContributions
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 14372 | Total |
| Program Services | 1760 | ProgramServices |
| Management And General | 0 | ManagementAndGeneral |
| Fundraising | 12612 | Fundraising |
Other Employee Benefits OtherEmployeeBenefits
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 5363 | Total |
| Program Services | 1293 | ProgramServices |
| Management And General | 0 | ManagementAndGeneral |
| Fundraising | 4070 | Fundraising |
Payroll Taxes PayrollTaxes
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 10994 | Total |
| Program Services | 1346 | ProgramServices |
| Management And General | 0 | ManagementAndGeneral |
| Fundraising | 9648 | 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 | 3474 | Total |
| Program Services | 0 | ProgramServices |
| Management And General | 0 | ManagementAndGeneral |
| Fundraising | 3474 | Fundraising |
Fees For Services Accounting FeesForServicesAccounting
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 15853 | Total |
| Program Services | 0 | ProgramServices |
| Management And General | 15853 | 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 |
| Fundraising | 0 | Fundraising |
Fees For Services Other FeesForServicesOther
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
| Program Services | 0 | ProgramServices |
| Management And General | 0 | ManagementAndGeneral |
| Fundraising | 0 | Fundraising |
Advertising Advertising
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 26903 | Total |
| Program Services | 0 | ProgramServices |
| Management And General | 0 | ManagementAndGeneral |
| Fundraising | 26903 | Fundraising |
Office Expenses OfficeExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 6663 | Total |
| Program Services | 1856 | ProgramServices |
| Management And General | 0 | ManagementAndGeneral |
| Fundraising | 4807 | Fundraising |
Information Technology InformationTechnology
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 7251 | Total |
| Program Services | 0 | ProgramServices |
| Management And General | 0 | ManagementAndGeneral |
| Fundraising | 7251 | 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 | 0 | Total |
| Program Services | 0 | ProgramServices |
| Management And General | 0 | ManagementAndGeneral |
| Fundraising | 0 | Fundraising |
Travel Travel
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 1410 | Total |
| Program Services | 0 | ProgramServices |
| Management And General | 0 | ManagementAndGeneral |
| Fundraising | 1410 | 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 | 5590 | Total |
| Program Services | 0 | ProgramServices |
| Management And General | 0 | ManagementAndGeneral |
| Fundraising | 5590 | Fundraising |
Interest Interest
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
| Program Services | 0 | 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 | 0 | Total |
| Program Services | 0 | ProgramServices |
| Management And General | 0 | ManagementAndGeneral |
| Fundraising | 0 | Fundraising |
Insurance Insurance
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
| Program Services | 0 | ProgramServices |
| Management And General | 0 | ManagementAndGeneral |
| Fundraising | 0 | Fundraising |
Other Expenses OtherExpenses (2 entries)
| DescriptionDescription | TotalTotal | Program ServicesProgramServices | Management And GeneralManagementAndGeneral | FundraisingFundraising |
|---|---|---|---|---|
| Resident and patient services | 51983 | 51983 | 0 | 0 |
| Sorenson Media Ctr equipment acquisitions | 9523 | 9523 | 0 | 0 |
All Other Expenses AllOtherExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 23742 | Total |
| Program Services | 18401 | ProgramServices |
| Management And General | 110 | ManagementAndGeneral |
| Fundraising | 5231 | Fundraising |
Total Functional Expenses TotalFunctionalExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 480482 | Total |
| Program Services | 257399 | ProgramServices |
| Management And General | 15963 | ManagementAndGeneral |
| Fundraising | 207120 | Fundraising |
Cash Non Interest Bearing CashNonInterestBearing
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 548557 | BOY |
| EOY | 439025 | EOY |
Savings And Temp Cash Investments SavingsAndTempCashInvestments
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 268710 | BOY |
| EOY | 275000 | EOY |
Pledges And Grants Receivable PledgesAndGrantsReceivable
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 146003 | BOY |
| EOY | 108078 | EOY |
Accounts Receivable AccountsReceivable
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 0 | BOY |
| EOY | 0 | 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 | 8000 | BOY |
| EOY | 9687 | EOY |
Prepaid Expenses Deferred Charges PrepaidExpensesDeferredCharges
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 0 | BOY |
| EOY | 0 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Buildings Equipment Basis | 0 | LandBuildingsEquipmentBasis |
| Land Bldg Equipment Accum Deprec | 0 | LandBldgEquipmentAccumDeprec |
Land Buildings Equipment Basis Net LandBuildingsEquipmentBasisNet
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 0 | BOY |
| EOY | 0 | EOY |
Investments Pub Traded Securities InvestmentsPubTradedSecurities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 3772807 | BOY |
| EOY | 4192400 | EOY |
Investments Other Securities InvestmentsOtherSecurities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 0 | BOY |
| EOY | 0 | EOY |
Investments Program Related InvestmentsProgramRelated
| 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 | 0 | BOY |
| EOY | 0 | EOY |
Total Assets TotalAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 4744077 | BOY |
| EOY | 5024190 | EOY |
Accounts Payable Accrued Expenses AccountsPayableAccruedExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 85372 | BOY |
| EOY | 20037 | 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 | 0 | BOY |
| EOY | 0 | EOY |
Tax Exempt Bond Liabilities TaxExemptBondLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 0 | BOY |
| EOY | 0 | 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 | 0 | BOY |
| EOY | 0 | EOY |
Total Liabilities TotalLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 85372 | BOY |
| EOY | 20037 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Follow SFAS117 | X | FollowSFAS117 |
Unrestricted Net Assets UnrestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 458499 | BOY |
| EOY | 460035 | EOY |
Temporarily Restricted Net Assets TemporarilyRestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 1791481 | BOY |
| EOY | 1855086 | EOY |
Permanently Restricted Net Assets PermanentlyRestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 2408725 | BOY |
| EOY | 2689032 | EOY |
Total Net Assets Fund Balances TotalNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 4658705 | BOY |
| EOY | 5004153 | EOY |
Total Liab Net Assets Fund Balances TotalLiabNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 4744077 | BOY |
| EOY | 5024190 | 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 Org170b1 Avi | X | PubliclySupportedOrg170b1Avi |
Gifts Grants Contrib Received170 GiftsGrantsContribReceived170
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 710103 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 820122 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 961460 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 398737 | CurrentTaxYearMinus1Year |
| Current Tax Year | 361800 | CurrentTaxYear |
| Total | 3252222 | Total |
Tax Rev Levied For Org Benefit170 TaxRevLeviedForOrgBenefit170
| 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 Srvc Fclts Furnished By Govt ValueSrvcFcltsFurnishedByGovt
| 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 |
Total170 Total170
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 710103 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 820122 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 961460 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 398737 | CurrentTaxYearMinus1Year |
| Current Tax Year | 361800 | CurrentTaxYear |
| Total | 3252222 | Total |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Amounts Subst Contributors Total | 462281 | AmountsSubstContributorsTotal |
| Public Support Total170 | 2789941 | PublicSupportTotal170 |
Gross Investment Income170 GrossInvestmentIncome170
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 105134 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 151802 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 213921 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 70145 | CurrentTaxYearMinus1Year |
| Current Tax Year | 109266 | CurrentTaxYear |
| Total | 650268 | Total |
Net UBI NetUBI
| 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 Income170 OtherIncome170
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 89000 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 80189 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 109440 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 62840 | CurrentTaxYearMinus1Year |
| Current Tax Year | 68815 | CurrentTaxYear |
| Total | 410284 | Total |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Support | 4312774 | TotalSupport |
| Public Support Pertcentage170 | 0.64690 | PublicSupportPertcentage170 |
| Public Support Pertcent Prior Year | 0.578 | PublicSupportPertcentPriorYear |
| Thirty Three Percnt Tests CY170 | X | ThirtyThreePercntTestsCY170 |
| General Explanation | Other income represents proceeds from an annual fundraising golf tournament and from gift shop sales. | 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
Current Year CurrentYear
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Of Year Balance | 2600381 | BeginningOfYearBalance |
| Contributions | 58320 | Contributions |
| Investment Earnings Or Losses | 285501 | InvestmentEarningsOrLosses |
| Grants Or Scholarships | 33373 | GrantsOrScholarships |
| Other Expenditures | 0 | OtherExpenditures |
| Administrative Expenses | 0 | AdministrativeExpenses |
| End Of Year Balance | 2910829 | EndOfYearBalance |
Current Year Minus1 Year CurrentYearMinus1Year
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Of Year Balance | 2529249 | BeginningOfYearBalance |
| Contributions | 40000 | Contributions |
| Investment Earnings Or Losses | 97265 | InvestmentEarningsOrLosses |
| Grants Or Scholarships | 53859 | GrantsOrScholarships |
| Other Expenditures | 0 | OtherExpenditures |
| Administrative Expenses | 12274 | AdministrativeExpenses |
| End Of Year Balance | 2600381 | EndOfYearBalance |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Board Designated EOY Balance | 0 | BoardDesignatedEOYBalance |
| Permanent Endowment EOY Balance | 0.92 | PermanentEndowmentEOYBalance |
| Term Endowment EOY Balance | 0.08 | TermEndowmentEOYBalance |
| Endowments Held By Unrelated Orgs | 1 | EndowmentsHeldByUnrelatedOrgs |
| Endowments Held By Related Orgs | 0 | EndowmentsHeldByRelatedOrgs |
Land Land
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Cost Or Other Basis | 0 | InvestmentCostOrOtherBasis |
| Other Cost Or Other Basis | 0 | OtherCostOrOtherBasis |
| Book Value | 0 | BookValue |
Buildings Buildings
| 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 |
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 | 0 | OtherCostOrOtherBasis |
| Depreciation | 0 | Depreciation |
| Book Value | 0 | BookValue |
Other Land Buildings OtherLandBuildings
| 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 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Of Book Value Land Buildings | 0 | 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 |
Investments Program Related InvestmentsProgramRelated
| Field | Value | IRS element (for citing) |
|---|---|---|
| Book Value | 0 | BookValue |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Of Book Value Program Related | 0 | TotalOfBookValueProgramRelated |
Other Assets OtherAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| Book Value | 0 | BookValue |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Other Assets | 0 | TotalBookValueOtherAssets |
| Federal Income Tax Liability | 0 | FederalIncomeTaxLiability |
| Total Of Amounts | 0 | TotalOfAmounts |
| Total Revenue | 590385 | TotalRevenue |
| Total Expenses | 480482 | TotalExpenses |
| Excess Or Deficit For Year | 109903 | ExcessOrDeficitForYear |
| Net Unrealized GL On Investments | 235545 | NetUnrealizedGLOnInvestments |
| Donated Services And Facilities | 0 | DonatedServicesAndFacilities |
| Investment Expenses | 0 | InvestmentExpenses |
| Prior Period Adjustments | 0 | PriorPeriodAdjustments |
| Other | $0 | OtherAmount |
| Total Adjustments | 235545 | TotalAdjustments |
| Excess Or Deficit Per FS | 345448 | ExcessOrDeficitPerFS |
| Tot Revenue Etc Audited Fincl Stmt | 886000 | TotRevenueEtcAuditedFinclStmt |
| Net Unrealized Gains Investments | 234129 | NetUnrealizedGainsInvestments |
| Donated Srvc And Use Of Facilities | 0 | DonatedSrvcAndUseOfFacilities |
| Recoveries Of Prior Year Grants | 0 | RecoveriesOfPriorYearGrants |
| Other Revenues | 0 | OtherRevenues |
| Revenue Not Rptd F990 | 234129 | RevenueNotRptdF990 |
| Revenue Subtotal | 651871 | RevenueSubtotal |
| Investment Expenses Not Included | 0 | InvestmentExpensesNotIncluded |
| Other Revenues Not Included | -61486 | OtherRevenuesNotIncluded |
| Revenue Not Rptd On Fin Stmt | -61486 | RevenueNotRptdOnFinStmt |
| Total Revenue Per Form990 | 590385 | TotalRevenuePerForm990 |
| Tot Expenses Etc Audited Fincl Stmt | 541000 | TotExpensesEtcAuditedFinclStmt |
| Donated Services Use Of Facilities | 0 | DonatedServicesUseOfFacilities |
| Prior Year Adjustments | 0 | PriorYearAdjustments |
| Losses Reported | 0 | LossesReported |
| Other Expenses Included | 60518 | OtherExpensesIncluded |
| Expenses Not Rptd F990 | 60518 | ExpensesNotRptdF990 |
| Expenses Subtotal | 480482 | ExpensesSubtotal |
| Investment Expenses Not Included2 | 0 | InvestmentExpensesNotIncluded2 |
| Other Expenses Not Included | 0 | OtherExpensesNotIncluded |
| Expenses Not Rptd On Fin Stmt | 0 | ExpensesNotRptdOnFinStmt |
| Total Expenses Per Form990 | 480482 | TotalExpensesPerForm990 |
Form990 Schedule D Part XIV Form990ScheduleDPartXIV (4 entries)
| IdentifierIdentifier | Return ReferenceReturnReference | ExplanationExplanation |
|---|---|---|
| SchD_P05_S00_L04 | Schedule D, Part V, Line 4 | The permanent endowment fund of the McLean Foundation provides income to fund the initiatives of the Sorenson Adaptive Technology Center which 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. |
| SchD_P10_S00_L00 | Schedule D, Part X | The Foundation accounts for income taxes in accordance with FASB ASC 740, "Income Taxes". The Foundation 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, the Foundation 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. The Foundation did not record any unrecognized tax benefits nor did the Foundation record any penalties or interest associated with unrecognized tax benefits as of September 30, 2010 and 2009. Management believes the Foundation 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 | For audited financial statement purposes line 8b - direct expenses related to fundraising is included in the expenses and not as a reduction of revenue - this accounts for $29,261. For audited financial purposes line 10b - cost of goods sold for sale of inventory is included in expenses and not as a reduction of revenue - this accounts for $30,896. The audited financial statements are prepared in thousands of dollars - rounding differences account for the difference. |
| SchD_P13_S00_L02d | Schedule D, Part XIII, Line 2d | Schedule D, Part XIII, Line 2d - The audited financial statement considers fundraising expense of $29,261 as expenses while the Form 990 considers these expenses to be contra revenues. The audited financial statement considers cost of goods sold of $30,896 from the gift shop as expenses while the form 990 considers these expenses as contra revenue. The audited financial statements are prepared in thousands of dollars - rounding differences account for the differences. |
Schedule G IRS990ScheduleG
Events Information EventsInformation
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Of Event1 | Golf tournament | NameOfEvent1 |
| Gross Receipts Event1 | 81634 | GrossReceiptsEvent1 |
| Charitable Contributions Event1 | 0 | CharitableContributionsEvent1 |
| Gross Revenue Event1 | 81634 | GrossRevenueEvent1 |
| Cash Prizes Event1 | 0 | CashPrizesEvent1 |
| Non Cash Prizes Event1 | 3076 | NonCashPrizesEvent1 |
| Rent Facility Costs Event1 | 23405 | RentFacilityCostsEvent1 |
| Food And Beverage Event1 | 0 | FoodAndBeverageEvent1 |
| Entertainment Event1 | 0 | EntertainmentEvent1 |
| Other Direct Expenses Event1 | 2780 | OtherDirectExpensesEvent1 |
| Food And Beverage Other Events | 0 | FoodAndBeverageOtherEvents |
| Entertainment Other Events | 0 | EntertainmentOtherEvents |
| Gross Receipts Total | 81634 | GrossReceiptsTotal |
| Charitable Contributions Total | 0 | CharitableContributionsTotal |
| Gross Revenue Total Events | 81634 | GrossRevenueTotalEvents |
| Cash Prizes Total Events | 0 | CashPrizesTotalEvents |
| Non Cash Prizes Total Events | 3076 | NonCashPrizesTotalEvents |
| Rent Facility Costs Total Events | 23405 | RentFacilityCostsTotalEvents |
| Food And Beverage Total Events | 0 | FoodAndBeverageTotalEvents |
| Entertainment Total Events | 0 | EntertainmentTotalEvents |
| Other Direct Expenses Total Events | 2780 | OtherDirectExpensesTotalEvents |
| Direct Expense Summary Events | 29261 | DirectExpenseSummaryEvents |
| Net Income Summary | 52373 | NetIncomeSummary |
Schedule I IRS990ScheduleI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Records Maintained | 1 | RecordsMaintained |
Recipient Table RecipientTable
Recipient Name Business RecipientNameBusiness
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | McLean Affiliates | BusinessNameLine1 |
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 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN Of Recipient | 261960246 | EINOfRecipient |
| IRC Section | 501(c)(3) | IRCSection |
| Amount Of Cash Grant | 153642 | AmountOfCashGrant |
| Amount Of Non Cash Assistance | 0 | AmountOfNonCashAssistance |
| Purpose Of Grant | Patient Care: Grants to McLean Affiliates, Inc. which operates a skilled nursing facility providing long term and post acute services as well as the McLean Community and Visiting Nurses and other patient care programs. During the 2009 Tax Year, the McLean Affiliates, Inc. metrics included: 41,218 long term care inpatient days; 10,325 post acute rehabilitation inpatient days; 14,792 hospice inpatient days; 10,094 outpatient rehabilitation visits; and 26,852 delivered meals. | PurposeOfGrant |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Nbr Of501 C3 And Govt Grants | 1 | TotalNbrOf501C3AndGovtGrants |
| Total Nbr Of Other Organizations | 0 | TotalNbrOfOtherOrganizations |
Form990 Schedule I Part IV Form990ScheduleIPartIV
| Field | Value | IRS element (for citing) |
|---|---|---|
| Identifier | SchI_P01_S00_L02 | Identifier |
| Return Reference | Schedule I, Part I, Line 2 | ReturnReference |
| Explanation | Schedule I, Part I, Line 2 - The McLean Foundation provides grants to related entities (i.e., McLean Affiliates, Inc. and the McLean Game Refuge, Inc.). All three of these entities are controlled by the McLean Fund. The trustees of the McLean Fund are also directors of McLean Affiliates and McLean Game Refuge. The trustees of the McLean Fund approve the directors of the McLean Foundation. In addition, three trustees are also directors of McLean Foundation. The Board of Trustees meets periodically throughout the year and the financial statements for all four entities are reviewed at such meetings. | Explanation |
Schedule J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| 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 (2 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 Bordonaro | |||||||||||||
| 0 | 284766 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 38320 | 0 | 323086 | 0 | 285756 |
| Augusto Gautier | |||||||||||||
| 0 | 186145 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 26584 | 0 | 212729 | 0 | 190789 |
Form990 Schedule J Part III Form990ScheduleJPartIII
| Field | Value | IRS element (for citing) |
|---|---|---|
| Identifier | SchJ_P01_S00_L03 | Identifier |
| Return Reference | Schedule J, Part I, Line 3 | ReturnReference |
| Explanation | Schedule J, Part I, Line 3 - The controlling organization, McLean Fund, uses several compensation surveys which are provided to the McLean Fund Board's Compensation Committee to recommend to the full Board of Trustees, 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. | Explanation |
Schedule O IRS990ScheduleO
General Explanation GeneralExplanation (13 entries)
| IdentifierIdentifier | Return ReferenceReturnReference | ExplanationExplanation |
|---|---|---|
| F990_P06_S0A_L02 | Form 990, Part VI, Section A, Line 2 | Mark Wetzel, director of McLean Foundation 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. David Bordonaro, director of McLean Foundation is also an employee/officer this he is not considered independent. David Bordonaro, Augusto Gautier, and Bernadette Morris, all officers of McLean Foundation, have a Business relationship with Mr. Wetzel, Mr. Geitz and Ms. Quinn as each of them is employed by a related organization governed by these three directors. |
| F990_P06_S0A_L06 | Form 990, Part VI, Section A, Line 6 | The Directors of McLean Foundation are appointed by the Trustees of the McLean Fund. |
| F990_P06_S0A_L07a | Form 990, Part VI, Section A, Line 7a | The Directors of McLean Foundation are appointed by the Trustees of McLean Fund. |
| F990_P06_S0A_L07b | Form 990, Part VI, Section A, Line 7b | The Directors of McLean Foundation are appointed by the Trustees of McLean Fund. |
| F990_P06_S0B_L11 | Form 990, Part VI, Section B, Line 11 | The McLean Foundation 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 Foundation. The return was then mailed to the board of directors before the board meeting in which it was approved. An audit committee member also a Foundation director reported the committee's conclusion to the Board of Directors of McLean Foundation. |
| F990_P06_S0B_L12c | Form 990, Part VI, Section B, Line 12c | The organization requires annual disclosure of duality of interests from its Directors and Officers. |
| F990_P06_S0B_L15 | Form 990, Part VI, Section B, Line 15 | The McLean Fund uses several compensation surveys which are provided to the Board of Trustees' Compensation Committee to recommend to the full Board of Trustees, the President's compensation package. For 2010, McLean Fund 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. |
| SchR_P05_S00_L01b | Schedule R, Part V, Line 1b | McLean Foundation provided grants to McLean Affiliates Inc. (EIN 26-1960246). |
| SchR_P05_S00_L01k | Schedule R, Part V, Line 1k | McLean Foundation engages in fundraising activities for McLean Affiliates Inc. (EIN 26-1960246) and for McLean Game Refuge Inc. (EIN 26-190261). |
| SchR_P05_S00_L01m | Schedule R, Part V, Line 1m | McLean Foundation Executive Director has an office and shares office equipment which are property of McLean Affiliates (EIN 26-1960246). |
| SchR_P05_S00_L01n | Schedule R, Part V, Line 1n | McLean Foundation Executive Director shares employees of McLean Affiliates (EIN 26-1960246). |
| SchR_P05_S00_L01o | Schedule R, Part V, Line 1o | McLean Foundation reimburses payroll expenses and other costs to McLean Affiliates Inc. (EIN 26-1960246). |
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 purposes of Sen. McLean's will. | CT | 501(c)(3) | 509(a)(3) | N/A | |
| McLean Affiliates Inc | ||||||||||
| 75 Great Pond Road | Simsbury | CT | 06070 | 261960246 | Provide care, maintenance, welfare, support, nursing and medical assistance to residents & community | CT | 501(c)(3) | 509(a)(2) | McLean Fund | |
| 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 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Receipt Of Int Ann Rents Royalties | 0 | ReceiptOfIntAnnRentsRoyalties |
| Gift Grant Or Cap Contr To Other Org | 1 | GiftGrantOrCapContrToOtherOrg |
| Gift Grant Or Cap Contr Fr Other Org | 0 | GiftGrantOrCapContrFrOtherOrg |
| Loans Or Guarantees To Other Org | 0 | LoansOrGuaranteesToOtherOrg |
| Loans Or Guarantees From Other Org | 0 | 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 | 1 | PerformOfServicesForOtherOrgs |
| Perform Of Services By Other Orgs | 0 | PerformOfServicesByOtherOrgs |
| Sharing Of Facilities | 1 | SharingOfFacilities |
| Sharing Of Paid Employees | 1 | SharingOfPaidEmployees |
| Reimbursement Paid To Other Org | 1 | ReimbursementPaidToOtherOrg |
| Reimbursement Paid By Other Org | 0 | ReimbursementPaidByOtherOrg |
| Other Transfer To Other Org | 0 | OtherTransferToOtherOrg |
| Other Transfer From Other Org | 0 | OtherTransferFromOtherOrg |
Transactions Related Orgs Table TransactionsRelatedOrgsTable (6 entries)
| Transaction TypeTransactionType | Amount InvolvedAmountInvolved |
|---|---|
| McLean Affiliates Inc | |
| b | 153642 |
| McLean Game Refuge Inc | |
| b | 9514 |
| McLean Affiliates Inc | |
| k | 121662 |
| McLean Game Refuge Inc | |
| k | 14871 |
| McLean Affiliates Inc | |
| n | 143719 |
| McLean Affiliates Inc | |
| o | 220819 |
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