Nonprofit · EIN 26-1960246
MCLEAN AFFILIATES INC
Tax-exempt · SIMSBURY, CT 06070
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| September 30, 2025 | 990 | $40,774,676 | $39,975,675 | $799,001 | $105,118,019 | $84,239,342 | $20,878,677 |
| September 30, 2024 | 990 | $33,106,532 | $38,778,403 | -$5,671,871 | $103,545,956 | $84,895,514 | $18,650,442 |
| September 30, 2023 | 990 | $31,069,919 | $38,825,370 | -$7,755,451 | $105,192,732 | $84,180,283 | $21,012,449 |
Financial details: 990 for the year ended September 30, 2025
Revenue
- Contributions, gifts and grants
- $6,333,689
- of which government grants
- $3,129,464
- Program service revenue
- $32,768,463
- Investment income
- $1,557,751
- Net rental income
- $11,153
- Net gain from sales of assets
- $13,116
- Net income from fundraising events
- $12,939
- Net income from gaming
- $2,645
- Tax-exempt bond proceeds
- $193,496
- Other revenue
- $114,773
Expenses
- Grants and similar amounts paid
- $0
- Compensation of officers, directors and key employees
- $681,805
- Other salaries and wages
- $15,937,438
- Salaries, compensation and benefits (total)
- $20,049,210
- Professional fundraising fees
- $0
- Legal fees
- $76,581
- Accounting fees
- $80,358
- Occupancy
- $3,035,219
- Travel
- $88,853
- Depreciation
- $4,900,426
- Program services (functional)
- $35,725,624
- Management and general (functional)
- $4,068,730
- Fundraising (functional)
- $181,321
Balance sheet and other
- Total assets, start of year
- $103,545,956
- Total assets, end of year
- $105,118,019
- Total liabilities, end of year
- $84,239,342
- Net assets, end of year
- $20,878,677
- Land, buildings and equipment
- $75,432,490
- Publicly traded securities
- $17,850,348
- Net assets without donor restrictions
- $10,591,942
- Net assets with donor restrictions
- $10,286,735
- Gross receipts
- $40,820,400
- Employees
- 454
- Volunteers
- 213
- Year formed
- 2008
- State of legal domicile
- CT
From the e-filed returns the IRS publishes as XML (latest three processing years; amended returns replace the original). PDF copies at the IRS.
Officers, directors and key employees
As listed on the 990 for the year ended September 30, 2025, highest compensation first.
| Name | Title | Hours / week | Compensation | Other / benefits |
|---|---|---|---|---|
| LISA CLARK | PRESIDENT/CEO Officer | 35 | $302,028 | $83,137 |
| CAROL BARNO | VP OF FINANCE AND CFO (TO 12/24) Officer | 35 | $256,695 | $45,182 |
| MYRA SHELSKY | NURSE Highest-paid employee | 40 | $213,879 | $52,184 |
| KAREN LUSHINKS | VP OF HR Highest-paid employee | 40 | $191,915 | $47,788 |
| CARLENE RHEA | VP OF COMMUNITY LIFE Highest-paid employee | 40 | $172,878 | $53,582 |
| ANNE ROLFE | ADMINISTRATOR Highest-paid employee | 40 | $157,609 | $66,242 |
| JAMESON LUKASIEWICZ | VP OF SALES Highest-paid employee | 40 | $159,335 | $41,894 |
| MICHAEL PAINE | CHAIRPERSON Trustee or director, Officer | 4 | $0 | $0 |
| KATHLEEN ALSGAARD | DIRECTOR Trustee or director | 2 | $0 | $0 |
| JAMES COX-CHAPMAN | DIRECTOR Trustee or director | 2 | $0 | $0 |
| JARED GRISE | DIRECTOR Trustee or director | 3 | $0 | $0 |
| DENIS HORRIGAN | DIRECTOR Trustee or director | 2 | $0 | $0 |
| WAYNE PAULEKAS | DIRECTOR (FROM 3/25) Trustee or director | 0.5 | $0 | $0 |
| LINDA SCHOFIELD | DIRECTOR Trustee or director | 2 | $0 | $0 |
| MARK WETZEL | DIRECTOR Trustee or director | 2 | $0 | $0 |
2 more people on this return
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| PHILIP SCHULZ | DIRECTOR Trustee or director | 3 | $0 |
| PAULA DEPINTO | VP OF FINANCE AND CFO (FROM 01/25) Officer | 40 | $0 |
990 for the year ended September 30, 2024: 15 people
| Name | Title | Hours / week | Compensation | Other / benefits |
|---|---|---|---|---|
| LISA CLARK | PRESIDENT Officer | 38 | $324,090 | $49,166 |
| CAROL BARNO | VP OF FINANCE AND CFO Officer | 37 | $243,937 | $28,710 |
| AURORA VITUG | RN SUPERVISOR Highest-paid employee | 40 | $217,717 | $27,901 |
| BONNIE KU | VP OF HUMAN RESOURCES Highest-paid employee | 40 | $202,358 | $25,808 |
| JAMESON LUKASIEWICZ | VP OF SALES Highest-paid employee | 40 | $169,773 | $30,920 |
| ANNE ROLFE | ADMINISTRATOR Highest-paid employee | 40 | $166,602 | $28,775 |
| CARLENE RHEA | VP OF COMMUNITY LIFE Highest-paid employee | 40 | $172,845 | $22,351 |
| DENIS HORRIGAN | TRUSTEE Trustee or director | 2 | $0 | $0 |
| JAMES COX-CHAPMAN | TRUSTEE Trustee or director | 2 | $0 | $0 |
| JARED GRISE | TRUSTEE Trustee or director | 3 | $0 | $0 |
| KATHLEEN ALSGAARD | TRUSTEE Trustee or director | 2 | $0 | $0 |
| LINDA SCHOFIELD | TRUSTEE Trustee or director | 2 | $0 | $0 |
| MARK WETZEL | TRUSTEE Trustee or director | 2 | $0 | $0 |
| MICHAEL PAINE | CHAIRPERSON Trustee or director, Officer | 4 | $0 | $0 |
| PHILIP SCHULZ | TRUSTEE Trustee or director | 3 | $0 | $0 |
990 for the year ended September 30, 2023: 18 people
| Name | Title | Hours / week | Compensation | Other / benefits |
|---|---|---|---|---|
| DAVID J BORDONARO | FORMER PRESIDENT Former | 0 | $264,657 | $35,228 |
| LISA CLARK | PRESIDENT Officer | 38 | $250,257 | $40,960 |
| CAROL BARNO | VP OF FINANCE AND CFO Officer | 37 | $235,296 | $27,674 |
| BONNIE KU | VP OF HUMAN RESOURCES, SECRETARY Officer | 39 | $195,195 | $25,785 |
| ANNE ROLFE | REHAB DIRECTOR Highest-paid employee | 40 | $150,675 | $25,722 |
| CARLENE RHEA | VP OF COMMUNITY LIFE Highest-paid employee | 40 | $150,568 | $18,544 |
| MYRA SHELSKY | RN SUPERVISOR Highest-paid employee | 40 | $140,513 | $16,511 |
| MEGAN GILL | DIRECTOR Highest-paid employee | 40 | $128,157 | $15,837 |
| DENISE CARROLL | RN Highest-paid employee | 40 | $125,359 | $12,026 |
| MICHAEL PAINE | CHAIRPERSON Trustee or director, Officer | 4 | $0 | $0 |
| KATHLEEN ALSGAARD | DIRECTOR Trustee or director | 2 | $0 | $0 |
| JAMES COX-CHAPMAN | DIRECTOR Trustee or director | 2 | $0 | $0 |
| JARED GRISE | DIRECTOR Trustee or director | 3 | $0 | $0 |
| ROBERT S HENSLEY | DIRECTOR (LEFT 6/12/2023) Trustee or director | 2 | $0 | $0 |
| LINDA SCHOFIELD | DIRECTOR Trustee or director | 2 | $0 | $0 |
| PHILIP SCHULZ | DIRECTOR Trustee or director | 3 | $0 | $0 |
| MARK WETZEL | DIRECTOR Trustee or director | 2 | $0 | $0 |
| DENIS HORRIGAN | DIRECTOR Trustee or director | 2 | $0 | $0 |
Address and contacts
- Address (IRS master file)
- 75 GREAT POND RD, SIMSBURY, CT 06070-1980
- In care of
- % DAVID J BORDONARO
- Principal officer (990 for 2024)
- LISA CLARK, 75 GREAT POND ROAD, SIMSBURY, CT 06070
- Signed the 990
- PAULA DEPINTO, VP OF FINANCE AND CFO
- Phone
- (860) 658-3759
- Website
- MCLEANCARE.ORG
- Return prepared by
- BAKER TILLY ADVISORY GROUP LP
Mission
MCLEAN AFFILIATES, INC IS DEDICATED TO PROVIDING AND/OR COORDINATING WITH PARTNERS A FULL CONTINUUM OF QUALITY, COST-EFFECTIVE HEALTH, HOUSING AND COMMUNITY SUPPORT SERVICES TO SENIORS AND OTHERS WITH HEALTH RELATED NEEDS.
Program accomplishments
- MCLEAN AFFILIATES, INC. OPERATES THE MCLEAN HEALTH CARE CENTER WHICH INCLUDES 72 SKILLED LICENSED BEDS UNDER THE FEDERAL MEDICARE PROGRAM. OF THESE 72 LICENSED BEDS, 56 ARE FOR LONG TERM CARE PATIENTS, WHICH ARE RESIDENTS THAT ARE CHRONICALLY ILL AND/OR DISABLED. THE REMAINING 16 LICENSED BEDS ARE FOR SHORT TERM STAYS FOR RESIDENTS WHO HAVE HAD A RECENT HOSPITAL STAY AND ARE UNABLE TO GO HOME, AND/OR FOR PATIENTS WHO NEED A RESPITE STAY. THE SKILLED FACILITY HAD 21,761 PATIENT DAYS IN FISCAL 2025.Expenses $11,949,460 · revenue $10,871,966
- MCLEAN HEALTH CARE CENTER ALSO HAS AN ASSISTED LIVING FACILITY THAT HAS 52 APARTMENTS. THERE ARE TWO NEIGHBORHOODS IN THE ASSISTED LIVING FACILITY; ONE IS FOR RESIDENTS WITH MEMORY CARE NEEDS AND THE OTHER IS FOR RESIDENTS WHO NEED ASSISTANCE WITH DAILY LIVING ACTIVITIES. THE AVERAGE CENSUS ON THESE TWO NEIGHBORHOODS WAS APPROXIMATELY 48 APARTMENTS. OF THE 52 APARTMENTS, THERE ARE THREE RESIDENTIAL CARE BEDS LICENSED UNDER THE STATE OF CONNECTICUT AS RESIDENTIAL CARE. BOTH THE SKILLED AND ASSISTED LIVING FACILITIES OFFER DAILY ACTIVITIES FOR RESIDENTS RANGING FROM MUSIC PERFORMANCES TO ARTS AND CRAFTS, HEALTH AND WELLNESS ACTIVITIES, AND A TECHNOLOGY STAFF MEMBER TO WORK WITH THEM ONE-ON-ONE AND IN A GROUP SETTING.Expenses $6,511,219 · revenue $10,635,893
- INDEPENDENT LIVING, WELLNESS AND MEALS ON WHEELS ARE ALSO UNDER MCLEAN AFFILIATES INC. THE VILLAGE PROVIDES ACTIVE INDEPENDENT AND SUPPORTIVE HOUSING TO SENIORS AND THOSE WITH DISABILITIES. RESIDENTS OF THE VILLAGE HAVE PRIORITY ACCESS TO THE MCLEAN HEALTH CENTER CONTINUUM. THE VILLAGE CONSISTS OF 13 VILLAS, 116 APARTMENTS (THE BURKHOLDER AND THE GOODRICH APARTMENT BUILDINGS) AND 10 COTTAGES. THESE VILLAS, COTTAGES AND APARTMENTS ARE HOMES TO OVER 160 SENIORS. THE GOODRICH APARTMENT BUILDINGS OPENED IN 2022 WITH 55 APARTMENTS AND 35,000 SQUARE FOOTAGE OF AMENITY SPACE FOR RESIDENTS TO ENJOY. THIS SPACE INCLUDES AN ART STUDIO, WELLNESS GYM FOR MORE ACTIVE RESIDENTS, AND A THEATER THAT HOLDS ALL DIFFERENT TYPES OF PERFORMANCES ON A REGULAR BASIS. DURING THE CURRENT FISCAL YEAR, THE WELLNESS PROGRAM SERVED 190 CLIENTS AND OFFERED OVER 700 CLASSES. THE VILLAGE KITCHEN PREPARED 9,658 MEALS ON WHEELS AND SERVICES 5 AREA TOWNS.Expenses $11,599,529 · revenue $5,835,267
- HOME HEALTHCARE AND HOSPICE ALSO FALL UNDER THE MCLEAN AFFILIATES, INC. UMBRELLA. THE AGENCY IS IN THE HEALTH CARE CENTER AND SERVICES THE SURROUNDING TOWNS AND THE MCLEAN RESIDENTS. HOME HEALTH HAD 11,958 PATIENT VISITS AND HOSPICE HAD 10,379 VISITS DURING THE FISCAL YEAR.IN ADDITION TO THE ABOVE SERVICES, EDUCATIONAL PROGRAMS RELATED TO HEALTH AND WELLNESS ARE PRESENTED BY THE MCLEAN STAFF ON A REGULAR BASIS ON CAMPUS AND OFF CAMPUS AT LOCAL SENIOR CENTERS.Expenses $5,665,416 · revenue $5,425,337
What it must file and when
IRS records say it files Form 990 or 990-EZ. Based on its last return; a smaller organization may file the 990-N. Its accounting year ends in September, so each return is due on the 15th day of the 5th month after that.
| Tax year | Year ended | Due | IRS public records |
|---|---|---|---|
| 2025 | September 30, 2026 | February 15, 2027 | Not due yet |
| 2024 | September 30, 2025 | February 16, 2026 | 990 on file |
| 2023 | September 30, 2024 | February 17, 2025 | 990 on file |
IRS record
- EIN
- 26-1960246
- Tax-exempt status
- 501(c)(3): Charitable, religious, educational or scientific organization
- Foundation status
- Publicly supported organization (509(a)(2))
- Donations deductible (Pub 78)
- Public charity, 50% deduction limit
- Exempt since
- 2008
- Accounting year ends
- September
- Files
- Form 990 or 990-EZ
- Category (NTEE)
- Housing and shelter (L22)
- Assets (IRS master file)
- $105,118,019
- Income (IRS master file)
- $40,820,400
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990 | September 2025 | $40,774,676 | $39,975,675 | $105,118,019 | XML |
| 990 | September 2024 | $33,106,532 | $38,778,403 | $103,545,956 | XML |
| 990 | September 2023 | $31,069,919 | $38,825,370 | $105,192,732 | XML |
| 990 | September 2022 | $28,640,371 | $31,653,067 | $123,246,574 | IRS |
| 990 | September 2021 | – | – | – | IRS |
| 990 | September 2020 | – | – | – | IRS |
| 990 | September 2019 | – | – | – | IRS |
| 990 | September 2018 | – | – | – | IRS |
990-N: the IRS bulk file holds only the latest e-Postcard per organization; earlier years come from archived copies of that file since 2020 and can have gaps (the IRS e-Postcard search lists every one). 990, 990-EZ, 990-PF, 990-T: every e-filed return in the IRS e-file index since 2019; XML for the latest three processing years, amounts from the IRS Statistics of Income extracts before that. PDF copies and determination letters at the IRS (search EIN 26-1960246).
Questions about MCLEAN AFFILIATES INC
- What is the EIN of MCLEAN AFFILIATES INC?
- The employer identification number (EIN) of MCLEAN AFFILIATES INC is 26-1960246.
- Is MCLEAN AFFILIATES INC tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 2008.
- Are donations to MCLEAN AFFILIATES INC tax-deductible?
- Yes. It is listed in IRS Publication 78 (Public charity, 50% deduction limit).
- Which annual return does MCLEAN AFFILIATES INC file?
- Form 990 or 990-EZ. Based on its last return; a smaller organization may file the 990-N.
- When is the next return of MCLEAN AFFILIATES INC due?
- The return for tax year 2025 (the year ending September 30, 2026) is due February 15, 2027. Form 8868 extends it by six months; the 990-N cannot be extended.
- When did MCLEAN AFFILIATES INC last file with the IRS?
- The latest return in the IRS public files is the 990 for the year ended September 2025.
- Who is the principal officer of MCLEAN AFFILIATES INC?
- The 990 for the year ended September 30, 2025 names LISA CLARK.
- Who are the officers and directors of MCLEAN AFFILIATES INC?
- The 990 for the year ended September 30, 2025 lists 17 people; 7 received compensation from the organization, the highest $302,028 (LISA CLARK, PRESIDENT/CEO).
- How much revenue does MCLEAN AFFILIATES INC have?
- On its 990 for the year ended September 30, 2025 it reported revenue of $40,774,676, expenses of $39,975,675 and total assets of $105,118,019 at year end.
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