Mclean Affiliates Inc
- Assets
- $105.2m
- Revenue
- $31.1m
- Investments
- $0.0
- Employees
- 501
- Location
- Simsbury, CT
- Founding
- 05/2008
- Data as of
- 09/2023
- EIN
- 26-1960246
Organization Overview
Mclean Affiliates Inc, operating under the name Mclean, is located in Simsbury, CT. The organization was established in 2008. According to its NTEE Classification (L22) the organization is classified as: Senior Citizens Housing & Retirement Communities, under the broad grouping of Housing & Shelter and related organizations. As of 09/2023, Mclean employed 501 individuals. This organization is an independent organization and not affiliated with a larger national or regional group of organizations. Mclean is a 501(c)(3) and as such, is described as a "Charitable or Religous organization or a private foundation" by the IRS.
For the year ending 09/2023, Mclean generated $31.1m in total revenue. This represents relatively stable growth, over the past 8 years the organization has increased revenue by an average of 2.2% each year. All expenses for the organization totaled $38.8m during the year ending 09/2023. While expenses have increased by 6.1% per year over the past 8 years. They've been increasing with an increasing level of total revenue. You can explore the organizations financials more deeply in the financial statements section below.
Form
990
Mission & Program ActivityExcerpts From the 990 Filing
TAX YEAR
2023
Describe the Organization's Mission:
Part 3 - Line 1
MCLEAN AFFILIATES, INC. IS A NOT-FOR-PROFIT PROVIDER OF SENIOR LIVING (SEE SCHEDULE O) AND HEALTH CARE IN CONNECTICUT. MCLEAN AFFILIATES, INC. IS DEDICATED TO PROVIDING AND/OR COORDINATING WITH PARTNERS A FULL CONTINUUM OF QUALITY COST-EFFECTIVE HEALTH, HOUSING AND COMMUNITY SUPPORT SERVICES TO SENIORS AND OTHERS WITH HEALTH RELATED NEEDS.
Describe the Organization's Program Activity:
Part 3 - Line 4a
LONG TERM & POST ACUTE INPATIENT CARE MCLEAN AFFILIATES, INC. OPERATES THE MCLEAN HEALTH CARE CENTER. AT THE START OF THIS FISCAL YEAR THERE WERE WITHIN THIS FACILITY, 89 BEDS LICENSED FOR SKILLED NURSING CARE UNDER THE FEDERAL MEDICARE PROGRAM. OF THESE BEDS, APPROXIMATELY 68 WERE ALLOCATED FOR LONG TERM CARE OF THE ELDERLY, CHRONICALLY ILL, AND DISABLED. IN THIS FISCAL YEAR THERE WERE 19,158 LONG TERM PATIENT DAYS OF CARE AND 5,785 POST ACUTE DAYS OF CARE.
ON THE MCLEAN CAMPUS, ASSISTED LIVING SERVICES ARE PROVIDED ON 3 ASSISTED LIVING NEIGHBORHOODS THE ROBINSON, THE ATWATER AND THE ABERNETHY. THESE THREE NEIGHBORHOODS ARE UNIQUELY DESIGNATED TO PROVIDE COMPREHENSIVE ASSISTANCE, EMPOWERING EACH AND EVERY RESIDENT TO LIVE THEIR LIVES ON THEIR TERMS WITH JUST THE RIGHT AMOUNT OF HELP THEY NEED. THE TOTAL NUMBER OF APARTMENTS AVAILABLE ARE 74 INCLUDING 3 LICENSED IN THE STATE OF CT AS RESIDENTIAL CARE. THE ROBINSON NEIGHBORHOOD HAS 29 APARTMENTS, ATWATER HAS 23 APARTMENTS AND ABERNETHY HAS 22 APARTMENTS. THERE WERE 15,482 DAYS OF CARE PROVIDED IN THE CURRENT YEAR. ADULT DAY SERVICES ARE AVAILABLE TO INDIVIDUALS IN THE COMMUNITY.
INDEPENDENT LIVING, WELLNESS AND MEALS ON WHEELS THE MCLEAN VILLAGE PROVIDES ACTIVE INDEPENDENT AND SUPPORTIVE HOUSING TO SENIORS AND THOSE WITH DISABILITIES. RESIDENTS HAVE PRIORITY ACCESS TO THE MCLEAN HEALTH CARE CONTINUUM. THE VILLAGE AT MCLEAN CONSISTS OF 13 VILLAS, 103 APARTMENTS (2 BUILDINGS THE BURKHOLDER & THE GOODRICH) AND 10 COTTAGES. THERE ARE 151 TOTAL RESIDENTS. IN JULY OF 2022, THE GOODRICH APARTMENT BUILDING OPENED WITH 55 APARTMENTS AND 35,000 SQUARE FEET OF AMENITY SPACE. INCLUDED IN THIS NEW AMENITY SPACE IS A STATE OF THE ART GYM FOR AN ACTIVE WELLNESS PROGRAM CALLED BOUNDLESS. DURING THE CURRENT YEAR, THE WELLNESS PROGRAM SERVED 144 CLIENTS WITH 416 CLASSES. THE INDEPENDENT LIVING KITCHEN PREPARED 12,358 MEALS FOR A MEALS ON WHEELS PROGRAM THAT SERVES 5 AREA TOWNS.
Get More from Intellispect for FreeCreate a free account to get more data, nonprofit salaries, advanced search and more.
Board, Officers & Key Employees
| Name (title) | Role | Hours | Compensation |
|---|---|---|---|
Michael Paine Chairperson | OfficerTrustee | 4 | $0 |
Kathleen Alsgaard Director | Trustee | 2 | $0 |
James Cox-Chapman Director | Trustee | 2 | $0 |
Jared Grise Director | Trustee | 3 | $0 |
Robert S Hensley Director (left 6/12/2023) | Trustee | 2 | $0 |
Linda Schofield Director | Trustee | 2 | $0 |
Outside Vendors & Contractors
| Vendor Name (Service) | Service Year | Compensation |
|---|---|---|
Ce Floyd Company Inc General Contractor | 9/29/23 | $21,413,695 |
Sodexo Inc & Affiliates Food Service & Housekeeping Management | 9/29/23 | $1,802,609 |
Newfield Construction Inc Construction Services | 9/29/23 | $534,560 |
Butler Company Construction Services | 9/29/23 | $280,500 |
Sfcs Inc Architect | 9/29/23 | $112,810 |
Financial Statements
| Statement of Revenue | |
|---|---|
| Federated campaigns | $0 |
| Membership dues | $0 |
| Fundraising events | $0 |
| Related organizations | $334,000 |
| Government grants | $17,000 |
| All other contributions, gifts, grants, and similar amounts not included above | $419,148 |
| Noncash contributions included in lines 1a–1f | $0 |
| Total Revenue from Contributions, Gifts, Grants & Similar | $770,148 |
| Total Program Service Revenue | $29,307,646 |
| Investment income | $407,667 |
| Tax Exempt Bond Proceeds | $310,503 |
| Royalties | $0 |
| Net Rental Income | $14,738 |
| Net Gain/Loss on Asset Sales | $0 |
| Net Income from Fundraising Events | $0 |
| Net Income from Gaming Activities | $0 |
| Net Income from Sales of Inventory | $0 |
| Miscellaneous Revenue | $0 |
| Total Revenue | $31,069,919 |
| Statement of Expenses | |
|---|---|
| Grants and other assistance to domestic organizations and domestic governments. | $0 |
| Grants and other assistance to domestic individuals. | $0 |
| Grants and other assistance to Foreign Orgs/Individuals | $0 |
| Benefits paid to or for members | $0 |
| Compensation of current officers, directors, key employees. | $833,075 |
| Compensation of current officers, directors, key employees. | $621,036 |
| Compensation to disqualified persons | $0 |
| Other salaries and wages | $15,704,363 |
| Pension plan accruals and contributions | $1,033,541 |
| Other employee benefits | $1,317,783 |
| Payroll taxes | $1,206,899 |
| Fees for services: Management | $0 |
| Fees for services: Legal | $20,219 |
| Fees for services: Accounting | $73,370 |
| Fees for services: Lobbying | $0 |
| Fees for services: Fundraising | $0 |
| Fees for services: Investment Management | $0 |
| Fees for services: Other | $0 |
| Advertising and promotion | $322,762 |
| Office expenses | $55,648 |
| Information technology | $386,424 |
| Royalties | $0 |
| Occupancy | $1,406,840 |
| Travel | $65,768 |
| Payments of travel or entertainment expenses for any federal, state, or local public officials | $0 |
| Conferences, conventions, and meetings | $0 |
| Interest | $2,662,102 |
| Payments to affiliates | $0 |
| Depreciation, depletion, and amortization | $4,784,691 |
| Insurance | $323,959 |
| All other expenses | $2,683,008 |
| Total functional expenses | $38,825,370 |
| Balance Sheet | |
|---|---|
| Cash—non-interest-bearing | $2,387,140 |
| Savings and temporary cash investments | $0 |
| Pledges and grants receivable | $0 |
| Accounts receivable, net | $1,651,378 |
| Loans from Officers, Directors, or Controlling Persons | $0 |
| Loans from Disqualified Persons | $0 |
| Notes and loans receivable | $0 |
| Inventories for sale or use | $0 |
| Prepaid expenses and deferred charges | $705,643 |
| Net Land, buildings, and equipment | $80,432,671 |
| Investments—publicly traded securities | $13,991,698 |
| Investments—other securities | $0 |
| Investments—program-related | $0 |
| Intangible assets | $0 |
| Other assets | $6,024,202 |
| Total assets | $105,192,732 |
| Accounts payable and accrued expenses | $3,711,838 |
| Grants payable | $0 |
| Deferred revenue | $16,880,920 |
| Tax-exempt bond liabilities | $51,191,244 |
| Escrow or custodial account liability | $757,368 |
| Loans and other payables to any current Officer, Director, or Controlling Person | $0 |
| Secured mortgages and notes payable | $0 |
| Unsecured mortgages and notes payable | $0 |
| Other liabilities | $11,638,913 |
| Total liabilities | $84,180,283 |
| Net assets without donor restrictions | $13,820,133 |
| Net assets with donor restrictions | $7,192,316 |
| Capital stock or trust principal, or current funds | $0 |
| Paid-in or capital surplus, or land, building, or equipment fund | $0 |
| Retained earnings, endowment, accumulated income, or other funds | $0 |
| Total liabilities and net assets/fund balances | $105,192,732 |