McLean Affiliates Inc
Donations deductibleRevenue
$40.8m
year to 30 September 2025
Expenses
$40m
year to 30 September 2025
Total assets
$105.1m
$84.2m liabilities
Net assets
$20.9m
assets less liabilities
Directors and trustees
8
7.8 years on average
Staff
454
213 volunteers
Chair observed
≥6 yrs
Michael Paine
Left since last filing
0
no seats appear to have opened
McLean Affiliates Inc's network
8 people5 organisationsi8 people and 5 organisations on this map.The large node is the subject of this page. Solid lines are what the register itself records (8). Violet dotted lines (18) are likely: the same full name sits on the current board of another organisation in the same register and region. Form 990 filings give names without a person identifier; SEC insider filings carry a CIK. It may be a different person.The board
8 listediTime on the board is observed from the annual filings: the IRS files no appointment date, so the bar counts years from the first filing the person appears on - a lower bound, not a filed start date. Names are exactly as filed. The IRS publishes no person identifier, so this edition does not yet link a person across organisations in the tables. The network map shows same-name matches as likely links only, never as confirmed.Time served and departures are observed across annual filings. Observed time served is a lower bound - a member may have joined before the first year on record. The organisation reported 8 voting members of its governing body on its latest Form 990 Part VI, which matches the board listed here.| Name | Role as filed | Since | On the board |
|---|---|---|---|
| Michael Paine Chair | Chairperson | 2018 | 8 yrs |
| Denis Horrigan | Trustee | 2023 | 3 yrs |
| James COX-Chapman | Trustee | 2018 | 8 yrs |
| Jared Grise | Trustee | 2018 | 8 yrs |
| Kathleen Alsgaard | Trustee | 2018 | 8 yrs |
| Linda Schofield | Trustee | 2018 | 8 yrs |
| Mark Wetzel | Trustee | 2018 | 8 yrs |
| Philip Schulz | Trustee | 2018 | 8 yrs |
Under 5 years5 to 6 years6 years or more
Officers and senior leadership
16 listediNamed in Part VII as officers, key employees or highest-compensated staff - not board members, shown for completeness.| Name | Title as filed | On the filings |
|---|---|---|
| Anne Rolfe | Rehab Director | since 2021 |
| Aurora Vitug | RN Supervisor | since 2019 |
| Beth Finn | Aprn | 2021 |
| Bethany Fairbairn | RN Supervisor | since 2021 |
| Bonnie KU | VP of Human Resources, Secretary | since 2018 |
| Carlene Rhea | VP of Community Life | since 2023 |
| Carol Barno | VP of Finance and CFO | since 2018 |
| David J Bordonaro | President Thru 6/2022 | since 2018 |
| Denise Carroll | RN | 2023 |
| Diane Bristol | Director of Nursing | 2018 |
| Elizabeth Marquis | Marketing Director | 2022 |
| Jameson Lukasiewicz | VP of Sales | 2024 |
| Lisa Clark | Company secretary | since 2018 |
| Megan Gill | Director | 2023 |
| Myra Shelsky | RN Supervisor | since 2019 |
| Susan Ahrens | Nurse | 2018 |
Pay and hours
year to 30 September 2025iFrom Part VII of the Form 990: compensation reported for each officer, director, trustee, key employee and highest-paid staff member, and the average hours a week they report. Most board members are unpaid; a blank means nothing was reported. Pay from related organisations is shown separately.| Name | Title as filed | Hours a week | Pay from the organisation | Related organisations | Other |
|---|---|---|---|---|---|
| Lisa Clark | President/CEO | 35 | $302k | $83k | |
| Carol Barno | VP of Finance and CFO (To 12/24) | 35 | $257k | $45k | |
| Myra Shelsky | Nurse | 40 | $214k | $52k | |
| Karen Lushinks | VP of HR | 40 | $192k | $48k | |
| Carlene Rhea | VP of Community Life | 40 | $173k | $54k | |
| Jameson Lukasiewicz | VP of Sales | 40 | $159k | $42k | |
| Anne Rolfe | Administrator | 40 | $158k | $66k | |
| Michael Paine | Chairperson | 4 | $0 | ||
| Kathleen Alsgaard | Director | 2 | $0 | ||
| James Cox-Chapman | Director | 2 | $0 | ||
| Jared Grise | Director | 3 | $0 | ||
| Denis Horrigan | Director | 2 | $0 | ||
| Wayne Paulekas | Director (From 3/25) | 0.5 | $0 | ||
| Linda Schofield | Director | 2 | $0 | ||
| Mark Wetzel | Director | 2 | $0 | ||
| Philip Schulz | Director | 3 | $0 | ||
| Paula Depinto | VP of Finance and CFO (From 01/25) | 40 | $0 |
About
- Legal name
- McLean Affiliates Inc
- EIN
- 261960246
- Address
- 75 Great Pond Rd, Simsbury, CT, 06070-1980
- State
- Connecticut
- 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. (as filed on the Form 990)
- Activity (NTEE)
- L22 Housing and shelter
- IRS classification
- 501(c)03 (tax-exempt under section 501(c)(3) where shown)
- Classified purpose
- Housing & Shelter
- Size band
- 9 (IRS master file code)
- Formed
- 2008
- Principal officer
- Lisa Clark (as named on the Form 990)
- IRS ruling date
- 1 May 2008
- Status
- Code 01 (unconditional exemption)
- Form 990 filings on record
- 7, latest 2024
- IRS Publication 78
- PC (contributions deductible)
Most connected
Related organisations (Schedule R)
RelatedCHARITABLE TRUSTMcLean FundRelatedMAINTAIN AN OVER 4,400 ACRE NATURE PRESERVEMcLean Game Refuge
Longest observed on the filings
≥8years on the filingsMichael Paine
≥8years on the filingsJames COX-Chapman
≥8years on the filingsJared Grise
≥8years on the filingsKathleen Alsgaard
Latest return
year to 30 September 2025iFigures from the newest Form 990 or 990-EZ in the IRS e-file releases of 2025 and 2026, for the year ending 30 September 2025. US dollars, as filed.- Total assets
- $105.1m
- Total liabilities
- $84.2m
- Net assets or fund balances
- $20.9m
- Contributions and grants received
- $6.3m
- Program service revenue
- $32.8m
- Employees
- 454
- Volunteers
- 213
Filed finances
1 yeariTotals as filed on the IRS Form 990 (revenue and expenses), by tax year.| Tax year | Total revenue | Total expenses | Surplus or deficit |
|---|---|---|---|
| 2023 | $33.1m | $38.8m | Deficit $5.7m |
As filed on the IRS Form 990. US dollars.
State registration
1 entityiBusiness-entity registers published by US states. These records are matched to this organisation by name and state, not by EIN, and are labelled as likely matches. Street addresses are not shown.Mclean Affiliates, Inc. likely matchiMatched by exact name and state (and ZIP where shown). State registers do not publish EINs, so this is not a confirmed match. Source: Connecticut Secretary of the State, business registry and officers (data.ct.gov n7gp-d28j and ka36-64k6). Licence not stated. Data last fetched 18 October 2026.
- State
- Connecticut
- Entity type
- Non-Stock
- Status
- Active
- Formed
- 3 January 2008
- Registered agent
- Lisa Clark (city and state not held)
Officers (3)
- Carlene Rhea Officer
- Lisa Clark Officer
- Paula DePinto Officer
City and state of officers are not held in this extract.