WESLEY MANOR RETIREMENT COMMUNITY INC: Form 990, tax year 2023
View the entire original 990 at ProPublica ↗
- Organization
- WESLEY MANOR RETIREMENT COMMUNITY INC (EIN 64-0725882)
- Tax period
- 2023-01-01 to 2023-12-31
- Filed
- 2024-11-14
- IRS object ID
- 202423199349314847
- Schema version
- 2023v5.1
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
- Return header
- Form 990
- Schedule A
- Schedule C
- Schedule D
- Schedule J
- Schedule K
- Schedule L
- Schedule O
- Schedule R
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2024-11-14T16:20:15-06:00 | ReturnTs |
| Tax Period End | 2023-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 201941244 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | HORNE LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 661 SUNNYBROOK ROAD STE 100 | AddressLine1Txt |
| City | RIDGELAND | CityNm |
| State Abbreviation | MS | StateAbbreviationCd |
| ZIP | 39157 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnTypeCd |
| Tax Period Begin | 2023-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 640725882 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | WESLEY MANOR RETIREMENT COMMUNITY | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | WESL | BusinessNameControlTxt |
| Phone | 6628448977 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | P O BOX 1567 | AddressLine1Txt |
| City | TUPELO | CityNm |
| State Abbreviation | MS | StateAbbreviationCd |
| ZIP | 38802 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | JIM ZUELZKE | PersonNm |
| Person Title | VP FOR FINANCE | PersonTitleTxt |
| Phone | 6628448977 | PhoneNum |
| Signature | 2024-11-11 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IRS Responsible Prty Info Curr | Yes (1) | IRSResponsiblePrtyInfoCurrInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | AMIE WHITTINGTON DEAN CPA | PreparerPersonNm |
| PTIN | P01082167 | PTIN |
| Phone | 6013261000 | PhoneNum |
| Preparation | 2024-11-08 | PreparationDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2023 | TaxYr |
| Build TS | 2024-10-15 13:58:12Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Principal Officer | STEVE MCALILLY | PrincipalOfficerNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | P O BOX 1567 | AddressLine1Txt |
| City | TUPELO | CityNm |
| State Abbreviation | MS | StateAbbreviationCd |
| ZIP | 38802 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | $940,290 | GrossReceiptsAmt |
| Group Return For Affiliates | 0 | GroupReturnForAffiliatesInd |
| Organization501c3 | Yes (X) | Organization501c3Ind |
| Website Address | WWW.MSS.ORG | WebsiteAddressTxt |
| Type Of Organization Corp | Yes (X) | TypeOfOrganizationCorpInd |
| Formation | 1986 | FormationYr |
| Legal Domicile State | MS | LegalDomicileStateCd |
| Activity Or Mission | WESLEY MANOR RETIREMENT COMMUNITY'S MISSION IS TO PROVIDE HOUSING AND PERSONAL CARE SERVICES TO THE ELDERLY OR DISABLED IN THE SPIRIT OF CHRISTIAN LOVE. | ActivityOrMissionDesc |
| Voting Members Governing Body | 18 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 15 | VotingMembersIndependentCnt |
| Total Employee | 8 | TotalEmployeeCnt |
| Total Volunteers | 61 | TotalVolunteersCnt |
| Total Gross UBI | $0 | TotalGrossUBIAmt |
| Net Unrelated Bus Txbl Incm | $0 | NetUnrelatedBusTxblIncmAmt |
| PY Contributions Grants | $0 | PYContributionsGrantsAmt |
| CY Contributions Grants | $0 | CYContributionsGrantsAmt |
| PY Program Service Revenue | $881,124 | PYProgramServiceRevenueAmt |
| CY Program Service Revenue | $934,373 | CYProgramServiceRevenueAmt |
| PY Investment Income | $5,261 | PYInvestmentIncomeAmt |
| CY Investment Income | $5,917 | CYInvestmentIncomeAmt |
| PY Other Revenue | $0 | PYOtherRevenueAmt |
| CY Other Revenue | $0 | CYOtherRevenueAmt |
| PY Total Revenue | $886,385 | PYTotalRevenueAmt |
| CY Total Revenue | $940,290 | CYTotalRevenueAmt |
| PY Grants And Similar Paid | $0 | PYGrantsAndSimilarPaidAmt |
| CY Grants And Similar Paid | $0 | CYGrantsAndSimilarPaidAmt |
| PY Benefits Paid To Members | $0 | PYBenefitsPaidToMembersAmt |
| CY Benefits Paid To Members | $0 | CYBenefitsPaidToMembersAmt |
| PY Salaries Comp Emp Bnft Paid | $281,417 | PYSalariesCompEmpBnftPaidAmt |
| CY Salaries Comp Emp Bnft Paid | $308,075 | CYSalariesCompEmpBnftPaidAmt |
| PY Total Prof Fndrsng Expns | $0 | PYTotalProfFndrsngExpnsAmt |
| CY Total Prof Fndrsng Expns | $0 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $0 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $828,178 | PYOtherExpensesAmt |
| CY Other Expenses | $803,098 | CYOtherExpensesAmt |
| PY Total Expenses | $1,109,595 | PYTotalExpensesAmt |
| CY Total Expenses | $1,111,173 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | -$223,210 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | -$170,883 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $1,011,368 | TotalAssetsBOYAmt |
| Total Assets EOY | $1,005,477 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $3,496,736 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $3,626,104 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | -$2,485,368 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | -$2,620,627 | NetAssetsOrFundBalancesEOYAmt |
| Info In Schedule O Part III | Yes (X) | InfoInScheduleOPartIIIInd |
| Mission | WESLEY MANOR RETIREMENT COMMUNITY IS DEDICATED TO PROVIDING HOUSING AND PERSONAL CARE SERVICES TO THE ELDERLY OR DISABLED IN THE SPIRIT OF CHRISTIAN LOVE. | MissionDesc |
| Significant New Program Srvc | 0 | SignificantNewProgramSrvcInd |
| Significant Change | 0 | SignificantChangeInd |
| Expense | $722,197 | ExpenseAmt |
| Revenue | $934,057 | RevenueAmt |
| Desc | WESLEY MANOR RETIREMENT COMMUNITY, INC. IS A 60-UNIT APARTMENT FACILITY FOR THE ELDERLY OR DISABLED. THE RETIREMENT LIVING APARTMENTS AT WESLEY MANOR ARE PERFECT FOR THOSE WITH AN ACTIVE LIFESTYLE OR THOSE WHO ARE LOOKING TO SCALE BACK. NESTLED AMONG THE WHISPERING PINES SO ABUNDANT TO THE AREA, WESLEY MANOR RETIREMENT COMMUNITY IS LOCATED IN HATTIESBURG, A CERTIFIED RETIREMENT COMMUNITY RECOGNIZED AS ONE OF THE "TOP 100 RETIREMENT TOWNS IN AMERICA" BY WHERE TO RETIRE MAGAZINE AND "BEST PLACES TO RETIRE" BY DAVID SAVAGEAU. EASY RETIREMENT LIVING IN A CITY RECOGNIZED FOR ITS SERVICES TO SENIORS IS READILY FOUND AT WESLEY MANOR. COMFORT, CONVENIENCE AND AFFORDABILITY MAKE WESLEY MANOR AN APPEALING OPTION FOR RETIREES WHO WANT A FRIENDLY ENVIRONMENT FOR THEIR ACTIVE, INDEPENDENT LIFESTYLE. RETIREMENT LIVING HERE AFFORDS RESIDENTS THE OPPORTUNITY TO BECOME INVOLVED IN PROGRAMS, BOTH EDUCATIONAL AND ENTERTAINING, THROUGH THE UNIVERSITY OF SOUTHERN MISSISSIPPI AND WILLIAM AND CAREY UNIVERSITY WHO CALL HATTIESBURG HOME. WESLEY MANOR IS MUCH MORE THAN A PLCAE TO RETIRE. IT OFFERS RESIDENTS AFFORDABLE, CLEAN, ATTRACTIVE SURROUNDINGS. THE KIND, ATTENTIVE STAFF STRIVE TO CREATE A WARM, FAMILY ATMOSPHERE. NUMEROUS PORCHES AND MANICURED GROUNDS INVITE SEASONAL OUTDOOR RELAXATION. GROCERIES, SHOPPING MALLS, AND MEDICAL FACILITIES ARE JUST MINUTES AWAY, OR RESIDENTS CAN RELAX RIGHT AT HOME WITH DAILY SOCIAL ACTIVITIES, IN-HOUSE MOVIES AT THE TOM THUMB THEATER, AND WEEKLY WORSHIP SERVICES. | Desc |
Prog Srvc Accom Acty2 ProgSrvcAccomActy2Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | N/A | Desc |
Prog Srvc Accom Acty3 ProgSrvcAccomActy3Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | N/A | Desc |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Expenses | $722,197 | TotalProgramServiceExpensesAmt |
| Described In Section501c3 | Yes (1) | DescribedInSection501c3Ind |
| Schedule B Required | 0 | ScheduleBRequiredInd |
| Political Campaign Acty | 0 | PoliticalCampaignActyInd |
| Lobbying Activities | Yes (1) | LobbyingActivitiesInd |
| Subject To Proxy Tax | 0 | SubjectToProxyTaxInd |
| Donor Advised Fund | 0 | DonorAdvisedFundInd |
| Conservation Easements | 0 | ConservationEasementsInd |
| Collections Of Art | 0 | CollectionsOfArtInd |
| Credit Counseling | 0 | CreditCounselingInd |
| Donor Rstr Or Quasi Endowments | 0 | DonorRstrOrQuasiEndowmentsInd |
| Report Land Building Equipment | Yes (1) | ReportLandBuildingEquipmentInd |
| Report Investments Other Sec | 0 | ReportInvestmentsOtherSecInd |
| Report Program Related Invst | 0 | ReportProgramRelatedInvstInd |
| Report Other Assets | Yes (1) | ReportOtherAssetsInd |
| Report Other Liabilities | Yes (1) | ReportOtherLiabilitiesInd |
| Include FIN48 Footnote | Yes (1) | IncludeFIN48FootnoteInd |
| Independent Audit Fincl Stmt | 0 | IndependentAuditFinclStmtInd |
| Consolidated Audit Fincl Stmt | Yes (1) | ConsolidatedAuditFinclStmtInd |
| School Operating | 0 | SchoolOperatingInd |
| Foreign Office | 0 | ForeignOfficeInd |
| Foreign Activities | 0 | ForeignActivitiesInd |
| More Than5000 K To Org | 0 | MoreThan5000KToOrgInd |
| More Than5000 K To Individuals | 0 | MoreThan5000KToIndividualsInd |
| Professional Fundraising | 0 | ProfessionalFundraisingInd |
| Fundraising Activities | 0 | FundraisingActivitiesInd |
| Gaming Activities | 0 | GamingActivitiesInd |
| Operate Hospital | 0 | OperateHospitalInd |
| Grants To Organizations | 0 | GrantsToOrganizationsInd |
| Grants To Individuals | 0 | GrantsToIndividualsInd |
| Schedule J Required | Yes (1) | ScheduleJRequiredInd |
| Tax Exempt Bonds | Yes (1) | TaxExemptBondsInd |
| Invest Tax Exempt Bonds | 0 | InvestTaxExemptBondsInd |
| Escrow Account | 0 | EscrowAccountInd |
| On Behalf Of Issuer | 0 | OnBehalfOfIssuerInd |
| Engaged In Excess Benefit Trans | 0 | EngagedInExcessBenefitTransInd |
| PY Excess Benefit Trans | 0 | PYExcessBenefitTransInd |
| Loan Outstanding | 0 | LoanOutstandingInd |
| Grant To Related Person | 0 | GrantToRelatedPersonInd |
| Business Rln With Org Mem | 0 | BusinessRlnWithOrgMemInd |
| Business Rln With Fam Mem | Yes (1) | BusinessRlnWithFamMemInd |
| Business Rln With35 Ctrl Ent | 0 | BusinessRlnWith35CtrlEntInd |
| Deductible Non Cash Contri | 0 | DeductibleNonCashContriInd |
| Deductible Art Contribution | 0 | DeductibleArtContributionInd |
| Terminate Operations | 0 | TerminateOperationsInd |
| Partial Liquidation | 0 | PartialLiquidationInd |
| Disregarded Entity | 0 | DisregardedEntityInd |
| Related Entity | Yes (1) | RelatedEntityInd |
| Related Organization Ctrl Ent | 0 | RelatedOrganizationCtrlEntInd |
| Trnsfr Exmpt Non Chrtbl Rltd Org | 0 | TrnsfrExmptNonChrtblRltdOrgInd |
| Activities Conducted Prtshp | 0 | ActivitiesConductedPrtshpInd |
| Schedule O Required | Yes (1) | ScheduleORequiredInd |
| IRP Document | 21 | IRPDocumentCnt |
| IRP Document W2 G | 0 | IRPDocumentW2GCnt |
| Backup Wthld Compliance | Yes (1) | BackupWthldComplianceInd |
| Employee | 8 | EmployeeCnt |
| Employment Tax Returns Filed | Yes (1) | EmploymentTaxReturnsFiledInd |
| Unrelated Bus Incm Over Limit | 0 | UnrelatedBusIncmOverLimitInd |
| Foreign Financial Account | 0 | ForeignFinancialAccountInd |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTransInd |
| Taxable Party Notification | 0 | TaxablePartyNotificationInd |
| Nondeductible Contributions | 0 | NondeductibleContributionsInd |
| Quid Pro Quo Contributions | 0 | QuidProQuoContributionsInd |
| Form8282 Property Disposed Of | 0 | Form8282PropertyDisposedOfInd |
| Indoor Tanning Services | 0 | IndoorTanningServicesInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | 0 | SubjToTaxRmnrtnExPrchtPymtInd |
| Subject To Excs Tax Net Invst Inc | 0 | SubjectToExcsTaxNetInvstIncInd |
| Info In Schedule O Part VI | Yes (X) | InfoInScheduleOPartVIInd |
| Governing Body Voting Members | 18 | GoverningBodyVotingMembersCnt |
| Independent Voting Member | 15 | IndependentVotingMemberCnt |
| Family Or Business Rln | 0 | FamilyOrBusinessRlnInd |
| Delegation Of Mgmt Duties | Yes (1) | DelegationOfMgmtDutiesInd |
| Change To Org Documents | 0 | ChangeToOrgDocumentsInd |
| Material Diversion Or Misuse | 0 | MaterialDiversionOrMisuseInd |
| Members Or Stockholders | Yes (1) | MembersOrStockholdersInd |
| Election Of Board Members | Yes (1) | ElectionOfBoardMembersInd |
| Decisions Subject To Approva | Yes (1) | DecisionsSubjectToApprovaInd |
| Minutes Of Governing Body | Yes (1) | MinutesOfGoverningBodyInd |
| Minutes Of Committees | Yes (1) | MinutesOfCommitteesInd |
| Officer Mailing Address | 0 | OfficerMailingAddressInd |
| Local Chapters | 0 | LocalChaptersInd |
| Form990 Provided To Gvrn Body | Yes (1) | Form990ProvidedToGvrnBodyInd |
| Conflict Of Interest Policy | Yes (1) | ConflictOfInterestPolicyInd |
| Annual Disclosure Covered Prsn | Yes (1) | AnnualDisclosureCoveredPrsnInd |
| Regular Monitoring Enfrc | Yes (1) | RegularMonitoringEnfrcInd |
| Whistleblower Policy | Yes (1) | WhistleblowerPolicyInd |
| Document Retention Policy | 0 | DocumentRetentionPolicyInd |
| Compensation Process CEO | Yes (1) | CompensationProcessCEOInd |
| Compensation Process Other | 0 | CompensationProcessOtherInd |
| Investment In Joint Venture | 0 | InvestmentInJointVentureInd |
| Upon Request | Yes (X) | UponRequestInd |
Books In Care Of Detail BooksInCareOfDetail
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | JIM ZUELZKE | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 6628448977 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 1567 | AddressLine1Txt |
| City | TUPELO | CityNm |
| State Abbreviation | MS | StateAbbreviationCd |
| ZIP | 38802 | ZIPCd |
Form990 Part VII Section A Form990PartVIISectionAGrp (21 entries)
| TitleTitleTxt | Average Hours Per WeekAverageHoursPerWeekRt | Average Hours Per Week Rltd OrgAverageHoursPerWeekRltdOrgRt | Individual Trustee Or DirectorIndividualTrusteeOrDirectorInd | OfficerOfficerInd | Reportable Comp From OrgReportableCompFromOrgAmt | Reportable Comp From Rltd OrgReportableCompFromRltdOrgAmt | Other CompensationOtherCompensationAmt |
|---|---|---|---|---|---|---|---|
| STEVE MCALILLY | |||||||
| PRESIDENT/CEO | 1.00 | 40.00 | Yes (X) | Yes (X) | $0 | $543,594 | $175,643 |
| CHRISTIE VANCE | |||||||
| VICE PRES/COO | 1.00 | 40.00 | Yes (X) | Yes (X) | $0 | $307,864 | $19,402 |
| JENNIFER THOMPSON | |||||||
| EXECUTIVE DIRECTOR | 20.00 | 20.00 | Yes (X) | Yes (X) | $0 | $103,735 | $691 |
| BRUCE CALCOTE | |||||||
| BOARD MEMBER | 0.25 | Yes (X) | $0 | $0 | $0 | ||
| JEAN ANNE POTIN | |||||||
| BOARD MEMBER | 0.25 | Yes (X) | $0 | $0 | $0 | ||
| CHRISTY CHAIN | |||||||
| BOARD MEMBER | 0.25 | Yes (X) | $0 | $0 | $0 | ||
| LEE GERALD DAVIS | |||||||
| BOARD MEMBER | 0.25 | Yes (X) | $0 | $0 | $0 | ||
| LINDA EATON | |||||||
| BOARD MEMBER | 0.25 | Yes (X) | $0 | $0 | $0 | ||
| ANN L GRIFFIN | |||||||
| BOARD MEMBER | 0.25 | Yes (X) | $0 | $0 | $0 | ||
| COTY PRIMEAUX | |||||||
| BOARD MEMBER | 0.25 | Yes (X) | $0 | $0 | $0 | ||
| JOE OLMI | |||||||
| VICE-CHAIRMAN | 0.25 | Yes (X) | $0 | $0 | $0 | ||
| NANCY SHOWS | |||||||
| BOARD MEMBER | 0.25 | Yes (X) | $0 | $0 | $0 | ||
| JEFF SIMS | |||||||
| BOARD MEMBER | 0.25 | Yes (X) | $0 | $0 | $0 | ||
| PATRICIA SMITH | |||||||
| BOARD MEMBER | 0.25 | Yes (X) | $0 | $0 | $0 | ||
| KATHY SMITH | |||||||
| BOARD MEMBER | 0.25 | Yes (X) | $0 | $0 | $0 | ||
| ERIC DAVIS | |||||||
| BOARD MEMBER | 0.25 | Yes (X) | $0 | $0 | $0 | ||
| BILL H WEST | |||||||
| CHAIR | 0.25 | Yes (X) | $0 | $0 | $0 | ||
| LUCY SANGUINETTI | |||||||
| SECRETARY | 0.25 | Yes (X) | $0 | $0 | $0 | ||
| JIM ZUELZKE | |||||||
| VICE PRESIDENT FINANCE | 1.00 | 40.00 | Yes (X) | $0 | $273,447 | $19,173 | |
| ANNE-MICHELLE DANIEL | |||||||
| VICE PRES/LEADERSHIP DEV. | 1.00 | 40.00 | Yes (X) | $0 | $135,808 | $678 | |
| JEANNE CANTIN | |||||||
| VICE PRESIDENT/HR | 1.00 | 40.00 | Yes (X) | $0 | $208,063 | $18,738 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | $0 | TotalReportableCompFromOrgAmt |
| Tot Reportable Comp Rltd Org | $1,572,511 | TotReportableCompRltdOrgAmt |
| Total Other Compensation | $234,325 | TotalOtherCompensationAmt |
| Indiv Rcvd Greater Than100 K | 1 | IndivRcvdGreaterThan100KCnt |
| Former Ofcr Employees Listed | 0 | FormerOfcrEmployeesListedInd |
| Total Comp Greater Than150 K | Yes (1) | TotalCompGreaterThan150KInd |
| Compensation From Other Srcs | 0 | CompensationFromOtherSrcsInd |
Contractor Compensation ContractorCompensationGrp
Contractor Name ContractorName
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | UNIDINE CORPORATION | BusinessNameLine1Txt |
Contractor Address ContractorAddress
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 102289 | AddressLine1Txt |
| City | ATLANTA | CityNm |
| State Abbreviation | GA | StateAbbreviationCd |
| ZIP | 30368 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Services | DINING SERVICES | ServicesDesc |
| Compensation | $403,277 | CompensationAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cntrct Rcvd Greater Than100 K | 1 | CntrctRcvdGreaterThan100KCnt |
Program Service Revenue ProgramServiceRevenueGrp (5 entries)
| DescDesc | BusinessBusinessCd | Total Revenue ColumnTotalRevenueColumnAmt | Related Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmt |
|---|---|---|---|
| RENTALS | 623990 | $885,848 | $885,848 |
| OTHER SERVICES | 623990 | $24,876 | $24,876 |
| BEAUTY SHOP | 623990 | $9,266 | $9,266 |
| FOOD SERVICE | 722513 | $6,740 | $6,740 |
| HOUSEKEEPING | 623990 | $6,383 | $6,383 |
Total Oth Program Service Rev TotalOthProgramServiceRevGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $1,260 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $944 | RelatedOrExemptFuncIncomeAmt |
| Exclusion | $316 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | $934,373 | TotalProgramServiceRevenueAmt |
Investment Income InvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $5,917 | TotalRevenueColumnAmt |
| Exclusion | $5,917 | ExclusionAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $940,290 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $934,057 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $0 | UnrelatedBusinessRevenueAmt |
| Exclusion | $6,233 | ExclusionAmt |
Other Salaries And Wages OtherSalariesAndWagesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $250,187 | TotalAmt |
| Program Services | $99,478 | ProgramServicesAmt |
| Management And General | $150,709 | ManagementAndGeneralAmt |
Other Employee Benefits OtherEmployeeBenefitsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $38,710 | TotalAmt |
| Management And General | $38,710 | ManagementAndGeneralAmt |
Payroll Taxes PayrollTaxesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $19,178 | TotalAmt |
| Program Services | $7,635 | ProgramServicesAmt |
| Management And General | $11,543 | ManagementAndGeneralAmt |
Fees For Services Management FeesForServicesManagementGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $63,382 | TotalAmt |
| Management And General | $63,382 | ManagementAndGeneralAmt |
Fees For Services Accounting FeesForServicesAccountingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $6,430 | TotalAmt |
| Management And General | $6,430 | ManagementAndGeneralAmt |
Fees For Services Other FeesForServicesOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $68,296 | TotalAmt |
| Program Services | $63,988 | ProgramServicesAmt |
| Management And General | $4,308 | ManagementAndGeneralAmt |
Advertising AdvertisingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $28,683 | TotalAmt |
| Management And General | $28,683 | ManagementAndGeneralAmt |
Office Expenses OfficeExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $46,942 | TotalAmt |
| Program Services | $40,549 | ProgramServicesAmt |
| Management And General | $6,393 | ManagementAndGeneralAmt |
Information Technology InformationTechnologyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $7,992 | TotalAmt |
| Management And General | $7,992 | ManagementAndGeneralAmt |
Occupancy OccupancyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $177,342 | TotalAmt |
| Program Services | $142,137 | ProgramServicesAmt |
| Management And General | $35,205 | ManagementAndGeneralAmt |
Travel TravelGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $7,516 | TotalAmt |
| Management And General | $7,516 | ManagementAndGeneralAmt |
Conferences Meetings ConferencesMeetingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $350 | TotalAmt |
| Management And General | $350 | ManagementAndGeneralAmt |
Interest InterestGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $71,035 | TotalAmt |
| Program Services | $70,992 | ProgramServicesAmt |
| Management And General | $43 | ManagementAndGeneralAmt |
Depreciation Depletion DepreciationDepletionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $109,971 | TotalAmt |
| Program Services | $109,971 | ProgramServicesAmt |
Insurance InsuranceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $23,646 | TotalAmt |
| Program Services | $11,386 | ProgramServicesAmt |
| Management And General | $12,260 | ManagementAndGeneralAmt |
Other Expenses OtherExpensesGrp (4 entries)
| DescDesc | TotalTotalAmt | Program ServicesProgramServicesAmt | Management And GeneralManagementAndGeneralAmt |
|---|---|---|---|
| RAW FOOD | $80,835 | $80,835 | |
| MAINTENANCE SERVICES | $71,710 | $71,710 | |
| MISCELLANEOUS | $18,891 | $12,773 | $6,118 |
| DUES AND SUBSCRIPTIONS | $4,068 | $4,068 |
All Other Expenses AllOtherExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $16,009 | TotalAmt |
| Program Services | $10,743 | ProgramServicesAmt |
| Management And General | $5,266 | ManagementAndGeneralAmt |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,111,173 | TotalAmt |
| Program Services | $722,197 | ProgramServicesAmt |
| Management And General | $388,976 | ManagementAndGeneralAmt |
| Fundraising | $0 | FundraisingAmt |
Cash Non Interest Bearing CashNonInterestBearingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $470 | BOYAmt |
| EOY | $45 | EOYAmt |
Accounts Receivable AccountsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $19,694 | BOYAmt |
| EOY | $19,449 | EOYAmt |
Inventories For Sale Or Use InventoriesForSaleOrUseGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $8,363 | BOYAmt |
| EOY | $8,364 | EOYAmt |
Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $5,730 | BOYAmt |
| EOY | $7,579 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Bldg Equip Cost Or Other Bss | $4,351,555 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $3,442,596 | LandBldgEquipAccumDeprecAmt |
Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $946,173 | BOYAmt |
| EOY | $908,959 | EOYAmt |
Other Assets Total OtherAssetsTotalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $30,938 | BOYAmt |
| EOY | $61,081 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,011,368 | BOYAmt |
| EOY | $1,005,477 | EOYAmt |
Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $57,977 | BOYAmt |
| EOY | $45,304 | EOYAmt |
Tax Exempt Bond Liabilities TaxExemptBondLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,651,741 | BOYAmt |
| EOY | $1,545,246 | EOYAmt |
Mortg Notes Pybl Scrd Invst Prop MortgNotesPyblScrdInvstPropGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $33,652 | BOYAmt |
| EOY | $30,049 | EOYAmt |
Other Liabilities OtherLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,753,366 | BOYAmt |
| EOY | $2,005,505 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $3,496,736 | BOYAmt |
| EOY | $3,626,104 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization Follows FASB117 | Yes (X) | OrganizationFollowsFASB117Ind |
No Donor Restriction Net Assets NoDonorRestrictionNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | -$2,485,368 | BOYAmt |
| EOY | -$2,620,627 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | -$2,485,368 | BOYAmt |
| EOY | -$2,620,627 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,011,368 | BOYAmt |
| EOY | $1,005,477 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part XI | Yes (X) | InfoInScheduleOPartXIInd |
| Reconcilation Revenue Expnss | -$170,883 | ReconcilationRevenueExpnssAmt |
| Prior Period Adjustments | $30,000 | PriorPeriodAdjustmentsAmt |
| Other Changes In Net Assets | $5,624 | OtherChangesInNetAssetsAmt |
| Info In Schedule O Part XII | Yes (X) | InfoInScheduleOPartXIIInd |
| Method Of Accounting Accrual | Yes (X) | MethodOfAccountingAccrualInd |
| Accountant Compile Or Review | 0 | AccountantCompileOrReviewInd |
| FS Audited | Yes (1) | FSAuditedInd |
FS Audited Basis FSAuditedBasisGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Consolidated Basis Fincl Stmt | Yes (X) | ConsolidatedBasisFinclStmtInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Audit Committee | Yes (1) | AuditCommitteeInd |
| Federal Grant Audit Required | 0 | FederalGrantAuditRequiredInd |
Schedule A IRS990ScheduleA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Publicly Supported Org509a2 | Yes (X) | PubliclySupportedOrg509a2Ind |
Gifts Grants Contris Rcvd509 GiftsGrantsContrisRcvd509Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus2 Years | $84,776 | CurrentTaxYearMinus2YearsAmt |
| Total | $84,776 | TotalAmt |
Gross Receipts Admissions GrossReceiptsAdmissionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $839,421 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $926,192 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $970,889 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $875,957 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $934,057 | CurrentTaxYearAmt |
| Total | $4,546,516 | TotalAmt |
Gross Receipts Non Unrlt Bus GrossReceiptsNonUnrltBusGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $23,287 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $1,796 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $3,488 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $5,167 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $316 | CurrentTaxYearAmt |
| Total | $34,054 | TotalAmt |
Total509 Total509Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $862,708 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $927,988 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $1,059,153 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $881,124 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $934,373 | CurrentTaxYearAmt |
| Total | $4,665,346 | TotalAmt |
Amounts Rcvd Dsqlfy Person AmountsRcvdDsqlfyPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Substantial Contributors Amt SubstantialContributorsAmtGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $385,601 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $383,703 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $443,544 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $390,563 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $405,362 | CurrentTaxYearAmt |
| Total | $2,008,773 | TotalAmt |
Subst And Dsqlfy Prsns Tot SubstAndDsqlfyPrsnsTotGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $385,601 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $383,703 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $443,544 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $390,563 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $405,362 | CurrentTaxYearAmt |
| Total | $2,008,773 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Support Total509 | $2,656,573 | PublicSupportTotal509Amt |
Gross Investment Income509 GrossInvestmentIncome509Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $1,701 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $1,464 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $2,664 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $5,261 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $5,917 | CurrentTaxYearAmt |
| Total | $17,007 | TotalAmt |
Investment Income And UBTI InvestmentIncomeAndUBTIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $1,701 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $1,464 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $2,664 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $5,261 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $5,917 | CurrentTaxYearAmt |
| Total | $17,007 | TotalAmt |
Total Support Calendar Year TotalSupportCalendarYearGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $864,409 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $929,452 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $1,061,817 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $886,385 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $940,290 | CurrentTaxYearAmt |
| Total | $4,682,353 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Support CY509 | 0.56740 | PublicSupportCY509Pct |
| Public Support PY509 | 0.56150 | PublicSupportPY509Pct |
| Investment Income CY | 0.00360 | InvestmentIncomeCYPct |
| Investment Income PY | 0.00300 | InvestmentIncomePYPct |
| Thirty Thr Pct Suprt Tests CY509 | Yes (X) | ThirtyThrPctSuprtTestsCY509Ind |
Schedule C IRS990ScheduleC
| Field | Value | IRS element (for citing) |
|---|---|---|
| Volunteers | 0 | VolunteersInd |
| Paid Staff Or Management | 0 | PaidStaffOrManagementInd |
| Media Advertisements | 0 | MediaAdvertisementsInd |
| Mailings Members | 0 | MailingsMembersInd |
| Publications Or Broadcast | 0 | PublicationsOrBroadcastInd |
| Grants Other Organizations | 0 | GrantsOtherOrganizationsInd |
| Direct Contact Legislators | 0 | DirectContactLegislatorsInd |
| Rallies Demonstrations | 0 | RalliesDemonstrationsInd |
| Other Activities | Yes (1) | OtherActivitiesInd |
| Other Activities | $7 | OtherActivitiesAmt |
| Total Lobbying Expenditures | $7 | TotalLobbyingExpendituresAmt |
| Not Described Section501c3 | 0 | NotDescribedSection501c3Ind |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | PART II-B, LINE 1: | FormAndLineReferenceDesc |
| Explanation | ORGANIZATION PAYS DUES TO LEADING AGE, 1.52% OF THESE DUES HAVE BEEN DEEMED AS USED FOR LOBBYING PURPOSES. | ExplanationTxt |
Schedule D IRS990ScheduleD
Land LandGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $185,479 | OtherCostOrOtherBasisAmt |
| Book Value | $185,479 | BookValueAmt |
Buildings BuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $3,103,723 | OtherCostOrOtherBasisAmt |
| Depreciation | $2,600,880 | DepreciationAmt |
| Book Value | $502,843 | BookValueAmt |
Equipment EquipmentGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $828,207 | OtherCostOrOtherBasisAmt |
| Depreciation | $615,477 | DepreciationAmt |
| Book Value | $212,730 | BookValueAmt |
Other Land Buildings OtherLandBuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $234,146 | OtherCostOrOtherBasisAmt |
| Depreciation | $226,239 | DepreciationAmt |
| Book Value | $7,907 | BookValueAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Land Buildings | $908,959 | TotalBookValueLandBuildingsAmt |
Other Assets Org OtherAssetsOrgGrp (4 entries)
| DescDesc | Book ValueBookValueAmt |
|---|---|
| DUE FROM AFFILIATE | $1,254 |
| REFUNDABLE DEPOSITS | $13,849 |
| CURRENT PORTION OF BOND SINKING FUND | $15,978 |
| INVESTMENT IN REAL ESTATE | $30,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Other Assets | $61,081 | TotalBookValueOtherAssetsAmt |
Other Liabilities Org OtherLiabilitiesOrgGrp (3 entries)
| DescDesc | AmtAmt |
|---|---|
| DUE TO AFFILIATE | $1,964,437 |
| RESIDENTS' REFUNDABLE DEPOSITS | $35,225 |
| ACCRUED INTEREST ON BONDS PAYABLE | $5,843 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Liability | $2,005,505 | TotalLiabilityAmt |
| Footnote Text | Yes (X) | FootnoteTextInd |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | PART X, LINE 2: | FormAndLineReferenceDesc |
| Explanation | THE COMPANY IS A NOT-FOR-PROFIT CORPORATION AS DESCRIBED IN SECTION 501(C)(3) OF THE INTERNAL REVENUE CODE ("IRC") AND IS EXEMPT FROM FEDERAL INCOME TAXES ON RELATED INCOME PURSUANT TO SECTION 509(A) OF THE IRC. | ExplanationTxt |
Schedule J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| Severance Payment | 0 | SeverancePaymentInd |
| Supplemental Nonqual Rtr Plan | Yes (1) | SupplementalNonqualRtrPlanInd |
| Equity Based Comp Arrngm | 0 | EquityBasedCompArrngmInd |
| Comp Based On Revenue Of Flng Org | 0 | CompBasedOnRevenueOfFlngOrgInd |
| Comp Bsd On Rev Related Orgs | 0 | CompBsdOnRevRelatedOrgsInd |
| Comp Bsd Net Earns Flng Org | 0 | CompBsdNetEarnsFlngOrgInd |
| Comp Bsd Net Earns Rltd Orgs | 0 | CompBsdNetEarnsRltdOrgsInd |
| Any Non Fixed Payments | 0 | AnyNonFixedPaymentsInd |
| Initial Contract Exception | 0 | InitialContractExceptionInd |
Rltd Org Officer Trst Key Empl RltdOrgOfficerTrstKeyEmplGrp (4 entries)
| TitleTitleTxt | Base Compensation Filing OrgBaseCompensationFilingOrgAmt | Compensation Based On Rltd OrgsCompensationBasedOnRltdOrgsAmt | Bonus Filing OrganizationBonusFilingOrganizationAmount | Bonus Related OrganizationsBonusRelatedOrganizationsAmt | Other Compensation Filing OrgOtherCompensationFilingOrgAmt | Other Compensation Rltd OrgsOtherCompensationRltdOrgsAmt | Deferred Compensation Flng OrgDeferredCompensationFlngOrgAmt | Deferred Comp Rltd OrgsDeferredCompRltdOrgsAmt | Nontaxable Benefits Filing OrgNontaxableBenefitsFilingOrgAmt | Nontaxable Benefits Rltd OrgsNontaxableBenefitsRltdOrgsAmt | Total Compensation Filing OrgTotalCompensationFilingOrgAmt | Total Compensation Rltd OrgsTotalCompensationRltdOrgsAmt | Comp Report Prior990 Filing OrgCompReportPrior990FilingOrgAmt | Comp Report Prior990 Rltd OrgsCompReportPrior990RltdOrgsAmt |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| STEVE MCALILLY | ||||||||||||||
| PRESIDENT/CEO | $0 | $543,594 | $0 | $0 | $0 | $0 | $0 | $154,671 | $0 | $20,972 | $0 | $719,237 | $0 | $0 |
| CHRISTIE VANCE | ||||||||||||||
| VICE PRES/COO | $0 | $307,864 | $0 | $0 | $0 | $0 | $0 | $0 | $0 | $19,402 | $0 | $327,266 | $0 | $0 |
| JIM ZUELZKE | ||||||||||||||
| VICE PRESIDENT FINANCE | $0 | $273,447 | $0 | $0 | $0 | $0 | $0 | $0 | $0 | $19,173 | $0 | $292,620 | $0 | $0 |
| JEANNE CANTIN | ||||||||||||||
| VICE PRESIDENT/HR | $0 | $208,063 | $0 | $0 | $0 | $0 | $0 | $0 | $0 | $18,738 | $0 | $226,801 | $0 | $0 |
Supplemental Information Detail SupplementalInformationDetail (2 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| PART I, LINE 3 | THE ORGANIZATION DOES NOT COMPENSATE ANY OFFICERS OR EMPLOYEES. ALL COMPENSATION IS PAID BY THE ORGANIZATION'S PARENT, MISSISSIPPI METHODIST SENIOR SERVICES, INC. (MMSS). THE EXECUTIVE COMMITTEE OF MMSS' BOARD OF DIRECTORS SERVES AS A COMPENSATION COMMITTEE. THEY REVIEW COMPENSATION STUDIES AVAILABLE FOR SIMILAR ORGANIZATIONS THROUGH LEADING AGE AND CEMO. THE COMPENSATION COMMITTEE WORKS WITH A CONSULTANT TO UPDATE COMPENSATION INFORMATION AT LEAST ONCE EVERY 3 YEARS. THE COMMITTEE USES THE LEADING AGE AND CEMO COMPENSATION STUDIES ANNUALLY. THE COMPENSATION COMMITTEE WORKS TO MAINTAIN COMPENSATION IN THE 60TH PERCENTILE OF THE MARKET. THIS COMMITTEE APPROVES ANY CHANGE MADE TO THE CEO SALARY PACKAGE BASED ON THIS PHILOSOPHY. |
| PART I, LINE 4B | THE PLAN WAS PUT IN PLACE MAY OF 2020. AT THAT TIME, WE RECOGNIZED 27 YEARS OF SERVICE AS EXPENSE/LIABILITY FOR THE CEO. IF HE IS EMPLOYED UNTIL MARCH 1, 2025, HE IS ENTITLED TO START RECEIVING THE BENEFITS. IF HE WERE TO BECOME DISABLED AND REMAINED LIVING AS OF APRIL 1, 2025, HE IS ENTITLED TO THE BENEFITS BASED ON NUMBER OF YEARS SERVED. IF DECEASED, HIS BENEFICIARIES WOULD BENEFIT BASED ON THE NUMBER OF YEARS SERVED. IF TERMINATED FOR CAUSE PRIOR TO MARCH 1, 2025, HE IS NOT ENTITLED TO ANY BENEFITS. THE DEFERRED COMPENSATION IS LISTED ON BOTH PART VII AND SCHEDULE J UNDER DEFERRED COMPENSATION. |
Schedule K IRS990ScheduleK
Tax Exempt Bonds Issues TaxExemptBondsIssuesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bond Reference | A | BondReferenceCd |
Issuer Name IssuerName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | MISSISSIPPI BUSINESS FINANCE CORP | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bond Issuer EIN | 640679130 | BondIssuerEIN |
| CUSIP | 605279LY2 | CUSIPNum |
| Bond Issued | 2014-12-10 | BondIssuedDt |
| Issue Price | $2,387,039 | IssuePriceAmt |
| Purpose | MISSISSIPPI BUSINESS FINANCE CORP REFUNDING OF 1999 BOND ISSUE | PurposeDesc |
| Defeased | 0 | DefeasedInd |
| On Behalf Of Issuer | 0 | OnBehalfOfIssuerInd |
| Pool Financing | 0 | PoolFinancingInd |
Tax Exempt Bonds Proceeds TaxExemptBondsProceedsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bond Reference | A | BondReferenceCd |
| Retired | $607,101 | RetiredAmt |
| Bond Defeased | $2,325,000 | BondDefeasedAmt |
| Total Proceeds | $2,387,039 | TotalProceedsAmt |
| Issuance Costs From Proceeds | $42,328 | IssuanceCostsFromProceedsAmt |
| Unspent | $19,711 | UnspentAmt |
| Refunding Tax Exempt Bonds | 0 | RefundingTaxExemptBondsInd |
| Refunding Taxable Bonds | 0 | RefundingTaxableBondsInd |
| Final Allocation Made | Yes (1) | FinalAllocationMadeInd |
| Adequate Books And Rec Maint | Yes (1) | AdequateBooksAndRecMaintInd |
Tax Exempt Bonds Private Bus Use TaxExemptBondsPrivateBusUseGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bond Reference | A | BondReferenceCd |
| Owning Bond Financed Property | 0 | OwningBondFinancedPropertyInd |
| Any Lease Arrangements | 0 | AnyLeaseArrangementsInd |
| Mgmt Contract Bond Fincd Prop | 0 | MgmtContractBondFincdPropInd |
| Any Research Agreements | 0 | AnyResearchAgreementsInd |
| Bond Iss Meet Prvt Sec Pymt Test | 0 | BondIssMeetPrvtSecPymtTestInd |
| Change In Use Bond Financed Prop | 0 | ChangeInUseBondFinancedPropInd |
| Procs Nonqualified Bond Remdtd | 0 | ProcsNonqualifiedBondRemdtdInd |
Tax Exempt Bonds Arbitrage TaxExemptBondsArbitrageGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bond Reference | A | BondReferenceCd |
| Form8038 T Filed | Yes (1) | Form8038TFiledInd |
| Variable Rate Issue | 0 | VariableRateIssueInd |
| Hedge Identified In Bks And Rec | 0 | HedgeIdentifiedInBksAndRecInd |
| Gross Proceeds Invested In GIC | 0 | GrossProceedsInvestedInGICInd |
| Gross Proceeds Invested | 0 | GrossProceedsInvestedInd |
| Written Proc To Monitor Reqs | 0 | WrittenProcToMonitorReqsInd |
Procedures Corrective Action ProceduresCorrectiveActionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bond Reference | A | BondReferenceCd |
| Procedures Corrective Action | 0 | ProceduresCorrectiveActionInd |
Schedule L IRS990ScheduleL
Bus Tr Involve Interested Prsn BusTrInvolveInterestedPrsnGrp
Name Of Interested NameOfInterested
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | JENNIFER THOMPSON | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Relationship Description | CHARLES THOMPSON IS THE HUSBAND OF BOARD MEMBER/DIRECTOR JENNIFER THOMPSON | RelationshipDescriptionTxt |
| Transaction | $27,020 | TransactionAmt |
| Transaction | CHARLES THOMPSON OWNS THOMPSON HEATING AND AIR, WHICH PROVIDES REPAIR SERVICES AND HVACS | TransactionDesc |
| Sharing Of Revenues | 0 | SharingOfRevenuesInd |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (10 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| FORM 990, PART VI, SECTION A, LINE 3 | THE ORGANIZATION'S PARENT ORGANIZATION, MISSISSIPPI METHODIST SENIOR SERVICES, INC., PROVIDES OVERALL MANAGEMENT SERVICES INCLUDING OPERATIONAL MANAGEMENT SUPERVISION, DEVELOPMENT AND MARKETING, HUMAN RESOURCES MANAGEMENT LEGAL, AND RISK MANAGEMENT SERVICES, AND FINANCIAL AND ACCOUNTING MANAGEMENT, FOR WHICH IT IS PAID A MANAGEMENT FEE. |
| FORM 990, PART VI, SECTION A, LINE 6 | THE CORPORATION HAS ONE MEMBER, MISSISSIPPI METHODIST SENIOR SERVICES, INC. (MMSS), A NON-STOCK, NONPROFIT CORPORATION, EXEMPT FROM FEDERAL INCOME TAXATION UNDER SECTION 501(C)(3) OF THE INTERNAL REVENUE CODE. THE BOARD OF DIRECTORS OF MMSS SHALL VOTE THE MEMBERSHIP INTEREST OF MMSS IN THE CORPORATION. IN ALL MEETINGS OF THE MEMBERSHIP, THE MEMBER, MMSS, SHALL BE ENTITLED TO ONE VOTE, WHICH VOTE SHALL CONSTITUTE THE ACTION OF THE MEMBERSHIP. THE BOARD OF DIRECTORS OF MMSS, AT ANY DULY HELD MEETING OF DIRECTORS, SHALL HAVE THE AUTHORITY TO VOTE THE MEMBERSHIP INTEREST OF MMSS IN THE CORPORATION. |
| FORM 990, PART VI, SECTION A, LINE 7A | THE CORPORATION'S NOMINATING COMMITTEE SHALL MAKE RECOMMENDATIONS TO THE MMSS NOMINATING COMMITTEE FOR PERSONS TO SERVE ON THE CORPORATION'S BOARD OF DIRECTORS. NOMINATIONS FOR PERSONS TO SERVE ON THE CORPORATION'S BOARD OF DIRECTORS SHALL BE MADE BY THE MMSS NOMINATING COMMITTEE. NOMINATIONS MAY ALSO BE MADE BY THE MEMBERSHIP. ANY VACANCY IN THE BOARD OF DIRECTORS SHALL BE FILLED FOR THE UNEXPIRED TERM BY THE MEMBERSHIP, IN CONSULTATION WITH THE CORPORATION'S BOARD OF DIRECTORS. |
| FORM 990, PART VI, SECTION A, LINE 7B | THE BOARD OF DIRECTORS OF THE CORPORATION SHALL ADOPT, AND KEEP CURRENT, A STATEMENT OF THE CORPORATION'S PURPOSE AND MAJOR POLICIES WHICH SHALL BE FORWARDED TO THE MMSS BOARD OF DIRECTORS FOR APPROVAL AND MODIFICATION. IN ADDITION, THE BOARD OF DIRECTORS MAY HAVE DELEGATED TO IT OR RESCINDED FROM IT BY THE MMSS BOARD OF DIRECTORS SOME OR ALL OF THE FOLLOWING DUTIES, RESPONSIBILITIES, AND POWERS: (A) MAKE PROVISION FOR QUALITY RESIDENTIAL, LONG-TERM HEALTH CARE COMMENSURATE WITH COMMUNITY NEEDS AND RESOURCES. (B) RECOMMEND AND IMPLEMENT BOARD APPROVED CHANGES IN BYLAWS, POLICIES AND PROCEDURES, FOR THE OPERATION OF THE CORPORATION'S FACILITIES AND SERVICES. (C) PROVIDE FOR THE PREPARATION OF AN ANNUAL OPERATING AND A THREE-YEAR CAPITAL BUDGET TO BE APPROVED BY THE MMSS BOARD OF DIRECTORS AND REGULARLY REVIEW FINANCIAL BUDGET PERFORMANCE. (D) WORK COOPERATIVELY WITH LOCAL CHURCHES, SOCIAL WELFARE AND CIVIC AGENCIES, AND THE COMMUNITY AT LARGE TO ADDRESS THE PROBLEMS OF THE AGING. (E) PROVIDE FOR THE DEVELOPMENT, REVIEW AND UPDATING OF LONG-RANGE PLAN RELATING TO NEEDS OF THE ELDERLY WITHIN THE AREA OF SERVICE. (F) ADOPT AND IMPLEMENT A COMMUNITY RELATIONS AND DEVELOPMENT PROGRAM COMPATIBLE WITH LOCAL NEEDS AND RESOURCES TO BROADEN THE LOCAL SUPPORT AND FINANCIAL BASE OF THE CORPORATION. (G) SUBMIT TO THE MMSS BOARD OF DIRECTORS SUCH RECOMMENDATIONS AND COMMENTS AS ARE APPROPRIATE REGARDING THE CORPORATION, IN SUPPORT OF QUALITY SERVICES FOR THE ELDERLY IN THE LOCAL COMMUNITY. (H) PARTICIPATE IN THE PROCESS OF SELECTION, REVIEW AND RETENTION OF THE EXECUTIVE DIRECTOR. (I) WORK COOPERATIVELY WITH MMSS AND ITS OTHER AFFILIATES, SHARING RESPONSIBILITY FOR THE WELFARE OF THE WHOLE. |
| FORM 990, PART VI, SECTION B, LINE 11B | FORM 990 AND SUPPORTING SCHEDULES ARE AVAILABLE TO ALL BOARD MEMBERS THROUGH THEIR ACCESS TO THE ORGANIZATION'S INTRANET POSTING. MMSS ALSO REVIEWS ONE FORM IN ONE AUDIT COMMITTEE MEETING EACH YEAR. |
| FORM 990, PART VI, SECTION B, LINE 12C | A FORM IS COMPLETED ANNUALLY BY OFFICERS, DIRECTORS OR TRUSTEES, AND KEY EMPLOYEES THAT DISCLOSES INTERESTS THAT COULD GIVE RISE TO CONFLICTS. THESE FORMS ARE THEN REVIEWED BY A COMPLIANCE OFFICER. |
| FORM 990, PART VI, SECTION B, LINE 15A | THE ORGANIZATION DOES NOT COMPENSATE ANY OFFICERS OR EMPLOYEES. ALL COMPENSATION IS PAID BY THE ORGANIZATION'S PARENT, MISSISSIPPI METHODIST SENIOR SERVICES, INC. |
| FORM 990, PART VI, SECTION C, LINE 19 | AVAILABLE UPON REQUEST. |
| FORM 990, PART XI, LINE 9: | DESIGNATED GIFTS TRANSFERRED 5,624. |
| FORM 990, PART XII, LINE 2C: INDEPENDENT ACCOUNTANT | THE PROCESS FOR SELECTING AND OVERSEEING THE INDEPENDENT ACCOUNTANT HAS NOT CHANGED FROM THE PREVIOUS YEAR. |
Schedule R IRS990ScheduleR
Id Related Tax Exempt Org IdRelatedTaxExemptOrgGrp (17 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | EINEIN | Primary ActivitiesPrimaryActivitiesTxt | Legal Domicile StateLegalDomicileStateCd | Exempt Code SectionExemptCodeSectionTxt | Public Charity StatusPublicCharityStatusTxt | Business Name Line1DirectControllingEntityName/BusinessNameLine1Txt | Controlled OrganizationControlledOrganizationInd | Direct Controlling NADirectControllingNACd |
|---|---|---|---|---|---|---|---|---|---|---|---|
| ALDERSGATE PERSONAL CARE INC | |||||||||||
| PO BOX 1567 | TUPELO | MS | 38802 | 640835284 | HOUSING | MS | 501(C)(3) | LINE 10 | MMSS | 0 | |
| ALDERSGATE RETIREMENT COMMUNITY INC | |||||||||||
| PO BOX 1567 | TUPELO | MS | 38802 | 640717548 | HOUSING | MS | 501(C)(3) | LINE 10 | MMSS | 0 | |
| DUGAN MEMORIAL HOME INC | |||||||||||
| PO BOX 1567 | TUPELO | MS | 38802 | 943426425 | HOUSING | MS | 501(C)(3) | LINE 3 | MMSS | 0 | |
| GREENE COUNTY REITIREMENT SYSTEMS INC | |||||||||||
| PO BOX 1567 | TUPELO | MS | 38802 | 640695672 | HOUSING | MS | 501(C)(3) | LINE 10 | MMSS | 0 | |
| HATTIESBURG AREA SENIOR SERVICES INC | |||||||||||
| PO BOX 1567 | TUPELO | MS | 38802 | 640679922 | HOUSING | MS | 501(C)(3) | LINE 10 | MMSS | 0 | |
| LAUDERDALE SENIOR SERVICES INC | |||||||||||
| PO BOX 1567 | TUPELO | MS | 38802 | 640678962 | HOUSING | MS | 501(C)(3) | LINE 10 | MMSS | 0 | |
| MS METHODIST SENIOR SERVICES INC | |||||||||||
| PO BOX 1567 | TUPELO | MS | 38802 | 646026549 | HOUSING | MS | 501(C)(3) | LINE 7 | 0 | N/A | |
| SEASHORE CAMPGROUNDS RETIREMENT HOME | |||||||||||
| PO BOX 1567 | TUPELO | MS | 38802 | 640429943 | HOUSING | MS | 501(C)(3) | PF | MMSS | 0 | |
| UMSS HEALTHCARE INC | |||||||||||
| PO BOX 1567 | TUPELO | MS | 38802 | 640746770 | HOUSING | MS | 501(C)(3) | LINE 3 | MMSS | 0 | |
| UMSS OF CLARKSDALE AREA INC | |||||||||||
| PO BOX 1567 | TUPELO | MS | 38802 | 640746772 | HOUSING | MS | 501(C)(3) | LINE 10 | MMSS | 0 | |
| UMSS OF CLAY COUNTY INC | |||||||||||
| PO BOX 1567 | TUPELO | MS | 38802 | 640838016 | HOUSING | MS | 501(C)(3) | LINE 10 | MMSS | 0 | |
| UMSS OF COLUMBUS AREA INC | |||||||||||
| PO BOX 1567 | TUPELO | MS | 38802 | 640746773 | HOUSING | MS | 501(C)(3) | LINE 10 | MMSS | 0 | |
| UMSS OF DESOTO COUNTY INC | |||||||||||
| PO BOX 1567 | TUPELO | MS | 38802 | 640850515 | HOUSING | MS | 501(C)(3) | LINE 10 | MMSS | 0 | |
| UMSS OF JACKSON AREA INC | |||||||||||
| PO BOX 1567 | TUPELO | MS | 38802 | 640841734 | HOUSING | MS | 501(C)(3) | LINE 10 | MMSS | 0 | |
| UMSS OF TUPELO AREA INC | |||||||||||
| PO BOX 1567 | TUPELO | MS | 38802 | 640746771 | HOUSING | MS | 501(C)(3) | LINE 10 | MMSS | 0 | |
| MARTHA COKER HOME INC | |||||||||||
| PO BOX 1567 | TUPELO | MS | 38802 | 208981712 | HOUSING | MS | 501(C)(3) | LINE 3 | MMSS | 0 | |
| UMSS OF GOLDEN TRIANGLE AREA INC | |||||||||||
| PO BOX 1567 | TUPELO | MS | 38802 | 640794146 | HOUSING | MS | 501(C)(3) | LINE 10 | MMSS | 0 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Receipt Of Int Annts Rnts Rylts | 0 | ReceiptOfIntAnntsRntsRyltsInd |
| Gift Grnt Or Cap Contri To Oth Org | 0 | GiftGrntOrCapContriToOthOrgInd |
| Gift Grnt Cap Contri From Oth Org | Yes (1) | GiftGrntCapContriFromOthOrgInd |
| Loans Or Guarantees To Other Org | Yes (1) | LoansOrGuaranteesToOtherOrgInd |
| Loans Or Guarantees From Oth Org | Yes (1) | LoansOrGuaranteesFromOthOrgInd |
| Div Related Organization | 0 | DivRelatedOrganizationInd |
| Asset Sale To Other Org | 0 | AssetSaleToOtherOrgInd |
| Asset Purchase From Other Org | 0 | AssetPurchaseFromOtherOrgInd |
| Asset Exchange | 0 | AssetExchangeInd |
| Rental Of Facilities To Oth Org | 0 | RentalOfFacilitiesToOthOrgInd |
| Rental Of Fclts From Oth Org | 0 | RentalOfFcltsFromOthOrgInd |
| Perform Of Services For Oth Org | 0 | PerformOfServicesForOthOrgInd |
| Perform Of Services By Other Org | Yes (1) | PerformOfServicesByOtherOrgInd |
| Sharing Of Facilities | Yes (1) | SharingOfFacilitiesInd |
| Paid Employees Sharing | Yes (1) | PaidEmployeesSharingInd |
| Reimbursement Paid To Other Org | Yes (1) | ReimbursementPaidToOtherOrgInd |
| Reimbursement Paid By Other Org | Yes (1) | ReimbursementPaidByOtherOrgInd |
| Transfer To Other Org | 0 | TransferToOtherOrgInd |
| Transfer From Other Org | 0 | TransferFromOtherOrgInd |