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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.
Source: IRS Form 990 (Tax Year 2024)
Source: IRS e-Filed Form 990 (from the IRS e-File system), Tax Year 2023
Total Revenue
▼$33.1M
Program Spending
93%
of total expenses go to program services
Total Contributions
$786K
Total Expenses
▼$38.8M
Total Assets
$103.5M
Total Liabilities
▼$84.9M
Net Assets
$18.7M
Officer Compensation
→$976K
Other Salaries
$14.9M
Investment Income
$46.4K
Fundraising
▼N/A
Source: USAspending.gov
No federal awards found for this organization.
USAspending.gov tracks federal grants, cooperative agreements, and other financial assistance. Not all nonprofits receive federal funding.
Source: Federal Audit Clearinghouse (fac.gov)
Total Audits
2
Clean Audits
2
Material Weakness
No
Noncompliance Issues
No
| Year | Status | Financial Report | Federal Expenditure | Low Risk | Accepted |
|---|---|---|---|---|---|
| 2022 | Clean | Unmodified (Clean) | $1.7M | No | 2023-05-24 |
| 2021 | Clean | Unmodified (Clean) | $829.7K | No | 2022-03-30 |
Financial Report
Unmodified (Clean)
Federal Expenditure
$1.7M
Financial Report
Unmodified (Clean)
Federal Expenditure
$829.7K
Tax Year 2024 · Source: IRS e-Filed Form 990
Individuals serving as officers, directors, or trustees of the organization.
| Name | Title | Hrs/Wk | Compensation | Related Orgs | Other |
|---|
Source: IRS Publication 78, Auto-Revocation List & e-Postcard Data
Tax-deductible contributions: Yes
Deductibility code: PC
Sources: IRS e-Filed Form 990 (XML) & ProPublica Nonprofit Explorer
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| Year | Revenue | Contributions | Expenses | Assets | Net Assets |
|---|---|---|---|---|---|
| 2023IRS e-File | $33.1M | $786K | $38.8M | $103.5M | $18.7M |
| 2022 | $28.6M | $1.6M | $31.7M | $123.2M | $27.6M |
| 2021 | $28.4M | $2.4M | $29M | $119M | $33.7M |
| 2020 | $28.8M | $465.7K | $30.4M |
Sources: ProPublica Nonprofit Explorer & IRS e-File Index
| Tax Year | Form Type | Source | Documents |
|---|---|---|---|
| 2024 | 990 | IRS e-File | PDF not yet published by IRSView Filing → |
| 2023 | 990 | DataIRS e-File | |
| 2022 | 990 | DataIRS e-File |
Financial data: IRS e-Filed Form 990 (Tax Year 2023)
Leadership & compensation: IRS e-Filed Form 990, Part VII (Tax Year 2024)
Organization info: IRS Business Master File
Tax-deductibility: IRS Publication 78
| Total |
|---|
| Lisa Clark | President | 38 | $324.1K | $0 | $49.2K | $373.3K |
| Carol Barno | VP Of Finance And CFO | 37 | $243.9K | $0 | $28.7K | $272.6K |
| Michael Paine | Chairperson | 4 | $0 | $0 | $0 | $0 |
Lisa Clark
President
$373.3K
Hrs/Wk
38
Compensation
$324.1K
Related Orgs
$0
Other
$49.2K
Carol Barno
VP Of Finance And CFO
$272.6K
Hrs/Wk
37
Compensation
$243.9K
Related Orgs
$0
Other
$28.7K
Michael Paine
Chairperson
$0
Hrs/Wk
4
Compensation
$0
Related Orgs
$0
Other
$0
Highest compensated employees who are not officers or directors.
| Name | Title | Hrs/Wk | Compensation | Related Orgs | Other | Total |
|---|---|---|---|---|---|---|
| Aurora Vitug | Rn Supervisor | 40 | $217.7K | $0 | $27.9K | $245.6K |
| Bonnie Ku | VP Of Human Resources | 40 | $202.4K | $0 | $25.8K | $228.2K |
| Jameson Lukasiewicz | VP Of Sales | 40 | $169.8K | $0 | $30.9K | $200.7K |
| Anne Rolfe | Administrator | 40 | $166.6K | $0 | $28.8K | $195.4K |
| Carlene Rhea | VP Of Community Life | 40 | $172.8K | $0 | $22.4K | $195.2K |
Aurora Vitug
Rn Supervisor
$245.6K
Hrs/Wk
40
Compensation
$217.7K
Related Orgs
$0
Other
$27.9K
Bonnie Ku
VP Of Human Resources
$228.2K
Hrs/Wk
40
Compensation
$202.4K
Related Orgs
$0
Other
$25.8K
Jameson Lukasiewicz
VP Of Sales
$200.7K
Hrs/Wk
40
Compensation
$169.8K
Related Orgs
$0
Other
$30.9K
Members of the governing board. Board members often serve without compensation.
| Name | Title | Hrs/Wk | Compensation | Related Orgs | Other | Total |
|---|---|---|---|---|---|---|
| Denis Horrigan | Trustee | 2 | $0 | $0 | $0 | $0 |
| James Cox-Chapman | Trustee | 2 | $0 | $0 | $0 | $0 |
| Jared Grise | Trustee | 3 | $0 | $0 | $0 | $0 |
| Kathleen Alsgaard | Trustee | 2 | $0 | $0 | $0 | $0 |
| Linda Schofield | Trustee | 2 | $0 | $0 | $0 | $0 |
| Mark Wetzel | Trustee |
Denis Horrigan
Trustee
$0
Hrs/Wk
2
Compensation
$0
Related Orgs
$0
Other
$0
James Cox-Chapman
Trustee
$0
Hrs/Wk
2
Compensation
$0
Related Orgs
$0
Other
$0
Jared Grise
Trustee
$0
Hrs/Wk
3
Compensation
$0
Related Orgs
$0
Other
$0
| $113.2M |
| $32.8M |
| 2019 | $29.9M | $630.1K | $28.2M | $44.8M | $29.7M |
| 2018 | $28.8M | $860.3K | $26.7M | $41.3M | $28M |
| 2017 | $27.7M | $871.4K | $25.4M | $38.9M | $25.8M |
| 2016 | $26.2M | $711.2K | $24.2M | $36.1M | $22.9M |
| 2015 | $25.7M | $834.9K | $24.1M | $34.7M | $20.9M |
| 2014 | $28.5M | $1.7M | $25.4M | $34.3M | $20M |
| 2013 | $27.6M | $1.6M | $25.3M | $33.9M | $19.9M |
| 2012 | $27.9M | $1.5M | $26M | $32.8M | $20.9M |
| 2011 | $30.3M | $506.7K | $28.1M | $34.5M | $19.4M |
| 2021 | 990 | Data |
| 2020 | 990 | Data |
| 2019 | 990 | Data |
| 2018 | 990 | Data |
| 2017 | 990 | Data |
| 2016 | 990 | Data |
| 2015 | 990 | Data |
| 2014 | 990 | Data |
| 2013 | 990 | Data |
| 2012 | 990 | Data |
| 2011 | 990 | Data |
| 2010 | 990 | — |
| 2009 | 990 | — |
Anne Rolfe
Administrator
$195.4K
Hrs/Wk
40
Compensation
$166.6K
Related Orgs
$0
Other
$28.8K
Carlene Rhea
VP Of Community Life
$195.2K
Hrs/Wk
40
Compensation
$172.8K
Related Orgs
$0
Other
$22.4K
| 2 |
| $0 |
| $0 |
| $0 |
| $0 |
| Philip Schulz | Trustee | 3 | $0 | $0 | $0 | $0 |
Kathleen Alsgaard
Trustee
$0
Hrs/Wk
2
Compensation
$0
Related Orgs
$0
Other
$0
Linda Schofield
Trustee
$0
Hrs/Wk
2
Compensation
$0
Related Orgs
$0
Other
$0
Mark Wetzel
Trustee
$0
Hrs/Wk
2
Compensation
$0
Related Orgs
$0
Other
$0
Philip Schulz
Trustee
$0
Hrs/Wk
3
Compensation
$0
Related Orgs
$0
Other
$0