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.

501(c)(3) charity; gifts are tax-deductible.
92¢ of each $1 spent went to programs.
$1.3M paid to officers and key staff.
Mission: Form 990 Part I, line 1 · Status: IRS Pub. 78 · Programs: Part IX · Pay: Part VII

Before you give

FY2020 · Form 990Independent: from IRS data, not the org
Download 990
IRS status
501(c)(3)
not on the IRS revocation list
Looks good: listed by the IRS and not on the revocation list.
IRS BMF · Auto-Revocation List
Tax-deductible gifts
Yes
Donations are tax-deductible
Looks good: the IRS lists gifts to it as deductible.
IRS Pub. 78 · IRS BMF
Latest return
FY2025
latest Form 990
Looks good: the latest return is for FY2025, 1 tax year back; within 2 tax years.
IRS e-file · Filing history
Surplus or deficit
1 of 6
filings with a surplus
Average deficit $3.0M a year · 9% of revenue · last 6 filings
Concern: a surplus in 1 of the last 6 filings.
Pt I · Ln 19 · 6 filings
Spent on programs
92%
of spending
Looks good: 92% of spending went to programs; 75% or more.
Pt IX · Ln 25 · col B
Pay to officers and key staff
$1.3M
to officers and key staff · 4% of spending
Looks good: pay to officers and key staff is 4% of spending; 15% or less.
Pt VII · Sec A
2 mo
of spending, in cash
Plus $12.6M in investments, Pt X · Ln 11–13
Fine: 2.5 months of spending in cash; 1 to 3.
Pt X · Ln 1–2 · Pt I · Ln 18
Named funders
3
named funders · $3.0M
Looks good: 3 funders name it on their filings; 3 or more.
Funders’ Sch. I, 990-PF
Liabilities
$80.4M
71% of total assets
Worth a look: liabilities are 71% of assets; over 65%.
Pt X · Ln 26
Independent board members
8
of 8 voting members
Looks good: 8 of 8 voting members are independent, a majority.
Pt VI · Ln 1a–1b
Looks goodFineWorth a lookConcernNo data yetTap a box for the reason.
Revenue
$28.8M
Spent
$30.4M
To programs
92%
Net assets
$32.8M
By yearFY2020–FY2025
Revenue
$28.8M
FY2020
Tap a bar for its year
Revenue by fiscal year
FY2020$28.8M
FY2021$28.4M
FY2022$28.6M
FY2023$31.1M
FY2024$33.1M
FY2025$40.8M
Expenses
$30.4M
FY2020
Tap a bar for its year
Expenses by fiscal year
FY2020$30.4M
FY2021$29.0M
FY2022$31.7M
FY2023$38.8M
FY2024$38.8M
FY2025$40.0M
Net assets
$32.8M
FY2020
Tap a bar for its year
Net assets by fiscal year
FY2020$32.8M
FY2021$33.7M
FY2022$27.6M
FY2023$21.0M
FY2024$18.7M
FY2025$20.9M

From the FY2020 Form 990 (year ending September 2020) · figures checked against the IRS filing · see the original

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You’re viewing the FY2020 filing — not the latest on file. See the latest (FY2025) →

Is it real?

Yes. Never revoked by the IRS. Latest filing on record: FY2025. IRS ruling in May 2008.

IRS Pub. 78 · IRS Auto-Revocation List · IRS Business Master File

Where the money goes

92 cents of each dollar spent went to programs.

Program services 92% · $27.9M Management & general 8% · $2.3M Fundraising 1% · $155K

Form 990 Part IX, line 25, columns B–D. Every line is in By the numbers.

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Who runs it and what they're paid

14 people listed on the 990; $1.3M paid to officers and key staff.

Part VII, Section A · reportable compensation · most recent filed roster (FY2019); the FY2020 filing did not itemize Part VII
$358,309Pt VII · Sec A
VP of Finance and CFO
$225,043Pt VII · Sec A
Secretary
$200,430Pt VII · Sec A
RN Supervisor
$187,827Pt VII · Sec A
VP of Human Resources
$186,682Pt VII · Sec A
$186,650Pt VII · Sec A
$0Pt VII · Sec A
$0Pt VII · Sec A

Lisa Clark’s $302K as President/CEO is at the 78th percentile of top reported officer pay among 676 $10–100M housing nonprofits. Peer set: organizations in the same NTEE major field of work and revenue-size band, compared on each org’s own highest-paid officer/key-employee, from Form 990 Part VII / 990-PF Part VIII. Descriptive placement, not a verdict on whether the pay is appropriate.

Compensation history total reportable pay by year · 8 named individuals · Part VII

NameFY2025FY2024FY2023FY2022FY2021FY2020
David J Bordonaro——$264,657$359,482$358,309$358,309
Lisa Clark$302,028$324,090$250,257$191,663$200,430$200,430
Carol Barno$256,695$243,937$235,296$225,780$225,043$225,043
Aurora Vitug—$217,717—$122,315$186,650$186,650
Myra Shelsky$213,879—$140,513$127,052$187,827$187,827
Bonnie Ku—$202,358$195,195$187,294$186,682$186,682
Karen Lushinks$191,915—————
Carlene Rhea$172,878$172,845$150,568———

Total reportable compensation (Form 990 Part VII column D / Schedule J column E) by filing year, matched by name within this organization. The Schedule J base / bonus / deferred breakdown is not parsed into this dataset.

See McLean Affiliates INC executive salaries →

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Questions the 990 asks

The form asks each of these directly. These are the filed answers.

  • Family or business ties among officersPt VI · Ln 2No
  • Top official's pay set by an independent reviewPt VI · Ln 15aYes

Programs and updates

Provides health, housing, and community support services for seniors and those with health needs.

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Provided by the organization

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3 programs · $22.7M · in their own filed words · FY2019
01

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.

$12.5Mprogram expense
02

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…

$5.5Mprogram expense
03

Home Health Care and Hospice Care

The mclean community & home care is a home health & hospice agency located on the campus of mclean health center. Home care clients receive services within the mclean campus as well as in their homes in simsbury and the surrounding communities. 558 home care clients received 14,382 care visits.

$4.7Mprogram expense

Funders

Who pays for it.

From grant filings on record. Receipts are incomplete: individual donors are never listed.

Grants

Schedule I · funders on record
Grants received · FY2024
McLean FundFY2024$2.9M
Total grants receivedfrom 3 funders$3.0M
See all 3 funders →

By the numbers

The FY2020 990, line by line.

1The main four
Money inPt VIII
$28.8M
Ln 12
Fees for servicesLn 2g$28.0M
Gifts and grantsLn 1h$466K
Investment incomeLn 3$332K
Money outPt IX
$30.4M
Ln 25
Programscol B$27.9M
Managementcol C$2.3M
Fundraisingcol D$155K
Owns and owesPt X
$32.8M
net assets · Ln 32
Cash and savingsLn 1–2$6.2M
Total assetsLn 16$113.2M
LiabilitiesLn 26$80.4M
PeoplePt VI, VII
14
listed · VII A
PaidVII A6
Voting boardVI 1a8
IndependentVI 1b8
2In more detail
Revenue in detailPt VIII
Gifts and grantsLn 1h$466K
Fundraising eventsLn 1c$18K
Fees for servicesLn 2g$28.0M
Investment incomeLn 3$332K
Other incomeLn 4–11$38K
Total revenueLn 12$28.8M
Assets in detailPt X, end of year
CashLn 1$6.2M
Cash and savings togetherLn 1–2$6.2M
InvestmentsLn 11–13$12.6M
Land, buildings, equipmentLn 10c$30.8M
Other assetsLn 15$61.6M
Total assetsLn 16$113.2M
LiabilitiesLn 26$80.4M
Net assetsLn 32$32.8M
OperationsPt I, VI
EmployeesI 5454
VolunteersI 6213
Fiscal year endsHeaderSeptember
Conflict-of-interest policyVI 12aYes
Whistleblower policyVI 13Yes
Records policyVI 14Yes
3Year over year
Balance sheet, start vs end of yearPt X · col A, B
LineStart FY20End FY20
Cash and savingsLn 1–2$4.8M$6.2M
InvestmentsLn 11–13$12.4M$12.6M
Land, buildings, equipmentLn 10c$24.1M$30.8M
Total assetsLn 16$44.8M$113.2M
LiabilitiesLn 26$15.1M$80.4M
Net assetsLn 32$29.7M$32.8M
4Every line
Statement of functional expensesPt IX · every line
LineTotalProgramsManagementFundraising
Pay of current officers, directors and key staffLn 5$1.0M$211K$838K$494
Other salaries and wagesLn 7$15.0M$14.2M$686K$75K
Pension plan contributionsLn 8$897K$883K$10K$5K
Other employee benefitsLn 9$1.4M$1.2M$122K$22K
Payroll taxesLn 10$1.1M$1.0M$103K$5K
Legal feesLn 11b$30K$27K$3K$31
Accounting feesLn 11c$68K$68K
Advertising and promotionLn 12$235K$235K
Office expensesLn 13$46K$46K
Information technologyLn 14$331K$279K$50K$2K
OccupancyLn 16$778K$728K$47K$2K
TravelLn 17$84K$81K$3K$321
Depreciation, depletion and amortizationLn 22$2.3M$2.3M$49K$7K
InsuranceLn 23$199K$62K$137K
Other expenses (24a–d)Ln 24$4.5M$4.5M$20K$9K
All other expensesLn 24e$2.3M$2.2M$133K$27K
Total functional expensesLn 25$30.4M$27.9M$2.3M$155K

Filing history

YearMoney inMoney outIn minus outNet assetsDownload
FY2025 Latest $40.8M$40.0M$799K$20.9M 990 PDF
FY2024 $33.1M$38.8M−$5.7M$18.7M 990 PDF
FY2023 $31.1M$38.8M−$7.8M$21.0M 990 PDF
FY2022 $28.6M$31.7M−$3.0M$27.6M 990 PDF
FY2021 $28.4M$29.0M−$621K$33.7M 990 PDF
FY2020 Viewing $28.8M$30.4M−$1.6M$32.8M 990 PDF

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Schedules filed Part IV

III · Programs R · Related orgs G · Fundraising L · Interested persons I · Grants A · Public support J · Pay O · Explanations
See the full FY2020 990 (6 parts)
Part I · Summary $28,786,053 revenue, 12 lines filed
I-8 Contributions and grantsPrior year $630,076$465,715
I-9 Program service revenuePrior year $28,772,181$27,950,070
I-10 Investment incomePrior year $308,784$332,372
I-11 Other revenuePrior year $233,844$37,896
I-12 Total revenuePrior year $29,944,885$28,786,053
I-13 Grants and similar amounts paidPrior year $0$0
I-14 Benefits paid to membersPrior year $0$0
I-15 Salaries and benefitsPrior year $18,249,734$19,424,683
I-16a Professional fundraising feesPrior year $0$0
I-17 Other expensesPrior year $9,976,046$10,925,987
I-18 Total expensesPrior year $28,225,780$30,350,670
I-19 Revenue less expensesPrior year $1,719,105−$1,564,617
Part VI · Governance 8 of 8 board members independent, no flags
VI-1a Voting members of the governing body8
VI-1b Independent voting members8
VI-2 Family or business relationship among officers or directorsNo
VI-12a Written conflict of interest policyYes
VI-13 Written whistleblower policyYes
VI-14 Document retention and destruction policyYes
VI-15a Process for setting top official's payYes
Part VIII · Statement of revenue $28,786,053 across 8 lines filed
Lines not itemized here account for $805,884 of total revenue; see the IRS return.
VIII-1c Fundraising events$18,030
VIII-1d Related organizations$264,000
VIII-1f All other contributions, gifts and grants$183,685
VIII-1h Total contributions, gifts and grants$465,715
VIII-2a-f Program service revenue, itemized rows (sum of 2a–2f as filed)Related to mission $27,144,186$27,144,186
VIII-3 Investment incomeExcluded from tax $332,372$332,372
VIII-8 Net income from fundraising eventsExcluded from tax $37,896$37,896
VIII-12 Total revenueRelated to mission $27,950,070 · Unrelated business $0 · Excluded from tax $370,268$28,786,053
Part IX · Statement of functional expenses $30,350,670 across 16 lines filed
IX-5 Pay of current officers, directors and key staffPrograms $211,085 · Management $837,788 · Fundraising $494$1,049,367
IX-7 Other salaries and wagesPrograms $14,221,586 · Management $686,096 · Fundraising $74,904$14,982,586
IX-8 Pension plan contributionsPrograms $882,727 · Management $10,079 · Fundraising $4,668$897,474
IX-9 Other employee benefitsPrograms $1,225,009 · Management $121,566 · Fundraising $22,047$1,368,622
IX-10 Payroll taxesPrograms $1,017,829 · Management $103,408 · Fundraising $5,397$1,126,634
IX-11b Legal feesPrograms $26,739 · Management $3,143 · Fundraising $31$29,913
IX-11c Accounting feesManagement $68,318$68,318
IX-12 Advertising and promotionPrograms $235,351$235,351
IX-13 Office expensesManagement $46,233$46,233
IX-14 Information technologyPrograms $279,210 · Management $49,899 · Fundraising $1,511$330,620
IX-16 OccupancyPrograms $727,856 · Management $47,473 · Fundraising $2,217$777,546
IX-17 TravelPrograms $80,765 · Management $3,004 · Fundraising $321$84,090
IX-22 Depreciation, depletion and amortizationPrograms $2,270,571 · Management $48,596 · Fundraising $6,525$2,325,692
IX-23 InsurancePrograms $61,710 · Management $136,936$198,646
IX-24 Other expenses (24a–d)Programs $4,486,218 · Management $20,430 · Fundraising $9,362$4,516,010
IX-24e All other expensesPrograms $2,153,186 · Management $133,144 · Fundraising $27,238$2,313,568
IX-25 Total functional expensesPrograms $27,879,842 · Management $2,316,113 · Fundraising $154,715$30,350,670
Part X · Balance sheet $113,229,042 assets, 16 lines filed
X-1 Cash, non-interest-bearingStart of year $4,836,075$6,239,337
X-4 Accounts receivableStart of year $1,831,767$1,703,015
X-9 Prepaid expenses and deferred chargesStart of year $484,784$375,788
X-10c Land, buildings and equipment, netStart of year $24,068,601$30,753,106
X-11 Publicly traded securitiesStart of year $12,433,505$12,558,274
X-15 Other assetsStart of year $848,564$61,599,522
X-16 Total assetsStart of year $44,764,595$113,229,042
X-17 Accounts payable and accrued expensesStart of year $3,904,651$4,514,964
X-19 Deferred revenueStart of year $5,986,764$4,735,502
X-20 Tax-exempt bond liabilities$65,246,073
X-25 Other liabilitiesStart of year $3,993,552$4,077,463
X-26 Total liabilitiesStart of year $15,059,610$80,441,211
X-27 Net assets without donor restrictionsStart of year $27,524,104$26,462,628
X-28 Net assets with donor restrictionsStart of year $2,180,881$6,325,203
X-32 Total net assets or fund balancesStart of year $29,704,985$32,787,831
X-33 Total liabilities and net assetsStart of year $44,764,595$113,229,042
Part XI · Reconciliation of net assets $32,787,831 net assets at year end
XI-1 Total revenue$28,786,053
XI-2 Total expenses$30,350,670
XI-3 Revenue less expenses−$1,564,617
XI-4 Net assets at start of year$29,704,985
XI-5 Net unrealized gains (losses) on investments$686,826
XI-9 Other changes in net assets$3,960,637
XI-10 Net assets at end of year$32,787,831

Form 990 e-file (XML) FY2020 from the IRS · Classification, formation year and address from the IRS Business Master File

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