MCLEAN AFFILIATES INC Charity Report

Public IRS 990 nonprofit record

MCLEAN AFFILIATES INC

EIN 26-1960246 · Senior Citizens Housing & Retirement Communities (L22)

What they do

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.

Before you give

Should I give to this charity?

Easy charity check

Look at where the money went

Of every $100 spent, about $92.50 was reported for mission work. Use the spending picture below and ask what results that work produced.

Plain answer: A tax form cannot prove that a charity is doing good. It can show how the charity says it spent its money—and point out questions you should ask.

Basic facts we verified

IRS warning checkNo IRS revocation warning appears in this data.

Money report from 2023The report may be old. Ask for a newer one.

They explain their jobThe charity tells us what it is trying to do.

They name their leaders15 people are listed in the latest report.

You can reach themThey list contact information, so you can ask questions.

Money made simple

108.38%of revenue went to mission work92.5% of expenses · Program services

0.53%of revenue went to fundraising0.4% of expenses

$117.13spent for every $100 of revenueSpending was higher than revenue this year.

8.22%of revenue went to management and office costs7.0% of expenses

$2.67in assets for every $1 spent this yearSome assets cannot be spent right away.

2.4%of its money came from giftsOther money may come from services or investments.

Ask these three easy questions

Who did you help? Ask for a recent story or report that shows real results.
What will my money do? Ask exactly what your gift will pay for.
Is this really the charity? Give only through its official website or confirmed phone number.

Worth asking: Expenses exceeded revenue by $5,671,871 this year. Ask whether that was planned or caused by a one-time event.

Pay context: The highest compensation shown in this filing is $373,256 for LISA CLARK (PRESIDENT). Compare pay with organizations of similar size and complexity.

Bottom line: Do not decide from a name, mission statement, or tax status alone. Look at where the money went, then ask what changed, who was helped, and what your gift will do. YouCanGiveBack does not endorse or grade organizations.

Money

Financial picture

Tax year 2023

A plain-language look at the latest Form 990 figures available. These numbers help you ask better questions; they do not, by themselves, rate whether a charity is good or bad.

$100revenue

How each $100 of revenue was used

The large number compares each expense with revenue. The smaller number shows its share of total expenses.

Total reported revenue$33,106,532

Mission workProgram services$35,881,767108.38% of revenue92.5% of expenses

ManagementOffice and general costs$2,722,3428.22% of revenue7.0% of expenses

FundraisingAsking for donations$174,2940.53% of revenue0.4% of expenses

Total expenses$38,778,403117.13% of revenue

Expenses were greater than revenue, so the colored ring fills the available $100 and the total above 100% is shown below.

Has the pattern changed?

Colored bars = expense mix: how each year’s expenses were divided. Total expenses vs. revenue shows whether the charity spent less or more than it received. The current filing is first.

YearExpense mixDetails

2023CurrentExpense mix: 92.5% mission · 7.0% management · 0.4% fundraisingTotal expenses: 117.13% of revenue

2022Expense mix: 92.7% mission · 6.9% management · 0.4% fundraisingTotal expenses: 124.96% of revenue

2021Expense mix: 91.2% mission · 8.4% management · 0.4% fundraisingTotal expenses: 110.52% of revenue

2020Expense mix: 90.6% mission · 8.9% management · 0.5% fundraisingTotal expenses: 102.19% of revenue

2019Expense mix: 91.9% mission · 7.6% management · 0.5% fundraisingTotal expenses: 105.44% of revenue

2018Expense mix: 90.3% mission · 9.2% management · 0.4% fundraisingTotal expenses: 94.26% of revenue

2017Expense mix: 90.2% mission · 9.3% management · 0.6% fundraisingTotal expenses: 92.84% of revenue

2016Expense mix: 89.9% mission · 9.4% management · 0.7% fundraisingTotal expenses: 91.58% of revenue

Money in and money out

Revenue$33,106,532

Expenses$38,778,403

Annual shortfall $5,671,871 Expenses were higher than revenue for this filing year.

Reported spending amounts

Mission work means the Form 990 category called program services. These are reported accounting categories—not an independent measurement of results.

Mission work (program services)$35,881,767 · 92.5% of expenses

Management and office costs$2,722,342 · 7.0% of expenses

Fundraising$174,294 · 0.4% of expenses

See all reported dollar amounts

Revenue$33,106,532

Expenses$38,778,403

Assets$103,545,956

Income$39,141,140

Contributions$785,993

Mission work (program services)$35,881,767

Fundraising$174,294

Management and general$2,722,342

Executive compensation (total)$1,049,367

Stocks and bonds$15,968,768

Accounting fees$93,335

People

Leadership and board

Tax year 2023

Names, titles, time, and compensation below are reported by the organization on its Form 990.

People reported as paid

Person and titleCompensation

LISA CLARKPRESIDENT · 38 hrs/week $373,256Base $324,090 · Other $49,166

CAROL BARNOVP OF FINANCE AND CFO · 37 hrs/week $272,647Base $243,937 · Other $28,710

AURORA VITUGRN SUPERVISOR · 40 hrs/week $245,618Base $217,717 · Other $27,901

BONNIE KUVP OF HUMAN RESOURCES · 40 hrs/week $228,166Base $202,358 · Other $25,808

JAMESON LUKASIEWICZVP OF SALES · 40 hrs/week $200,693Base $169,773 · Other $30,920

ANNE ROLFEADMINISTRATOR · 40 hrs/week $195,377Base $166,602 · Other $28,775

CARLENE RHEAVP OF COMMUNITY LIFE · 40 hrs/week $195,196Base $172,845 · Other $22,351

Compensation alone does not tell whether pay is reasonable. Consider the charity’s size, work, location, and results.

See everyone listed on the board or leadership roster (15)

LISA CLARKPRESIDENT

CAROL BARNOVP OF FINANCE AND CFO

AURORA VITUGRN SUPERVISOR

BONNIE KUVP OF HUMAN RESOURCES

JAMESON LUKASIEWICZVP OF SALES

ANNE ROLFEADMINISTRATOR

CARLENE RHEAVP OF COMMUNITY LIFE

DENIS HORRIGANTRUSTEE

JAMES COX-CHAPMANTRUSTEE

JARED GRISETRUSTEE

KATHLEEN ALSGAARDTRUSTEE

LINDA SCHOFIELDTRUSTEE

MARK WETZELTRUSTEE

MICHAEL PAINECHAIRPERSON

PHILIP SCHULZTRUSTEE

About this charity

Recognized since: January 2008
Location: 75 GREAT POND ROAD, SIMSBURY, CT 06070
County: Hartford
In care of: SIGNING MEMBER
Primary officer: SIGNING MEMBER, VP OF FINANCE AND CFO

How to reach them

WebsiteVisit the charity’s website Phone(860) 658-3700

Filing and classification

Latest tax year: 2023
Tax period began: October 1, 2023
Return type: 990
Tax preparer: BAKER TILLY ADVISORY GROUP LP
NTEE classification: Senior Citizens Housing & Retirement Communities (L22)
IRS tax category: Senior Citizens Housing & Retirement Communities