2024-11-14T16:18:50-06:00 2023-12-31 201941244 HORNE 661 SUNNYBROOK ROAD STE 100 RIDGELAND MS 39157 990 2023-01-01 640794146 UNITED METHODIST SENIOR SERVICES OF GOLDEN TRIANGLE AREA INC UNIT 6228448977 PO BOX 1567 TUPELO MS 38802 JIM ZUELZKE VP FOR FINANCE 6228448977 2024-11-08 1 1 AMIE WHITTINGTON DEAN CPA P01082167 6013261000 2024-11-08 2023 2024-10-15 13:58:12Z STEVE MCALILLY PO BOX 1567 TUPELO MS 38802 9036398 0 X WWW.MSS.ORG X 1989 MS UNITED METHODIST SENIOR SERVICES OF GOLDEN TRIANGLE AREA'S MISSION IS TO PROVIDE HOUSING AND PERSONAL CARE SERVICES TO THE ELDERLY OR DISABLED IN THE SPIRIT OF CHRISITIAN LOVE. 18 15 193 116 0 0 0 0 8801194 8975696 54016 59212 0 1490 8855210 9036398 0 0 0 0 5161376 5738487 0 0 0 3446068 3683651 8607444 9422138 247766 -385740 5117145 5286053 458116 654421 4659029 4631632 HEALTH CARE SERVICES TO THE ELDERLY 0 0 5106788 7089371 TRINITY HEALTHCARE'S SKILLED NURSES PROVIDE QUALITY CARE IN A COMFORTABLE, SAFE AND LOVING ENVIRONMENT AT AFFORDABLE RATES TO THE RESIDENTS OF THIS 60-BED FACILITY. WITH HANDS-ON LEADERSHIP AND THROUGH THEIR UNWAVERING COMMITTMENT TO THE WELFARE OF MISSISSIPPI'S ELDERS, THE DEDICATED STAFF AT TRINITY HEALTHCARE HAS CONSISTENTLY RECEIVED SOME OF THE HIGHEST SERVICE RATINGS IN THE INDUSTRY. TRINITY HEALTHCARE WORKS HARD TO PROVIDE MANY AMENITIES WHICH MAKE THE TRANSITION FROM HOME TO SKILLED NURSING CARE EASIER FOR TLDERS AND THEIR FAMILIES. PHYSICAL, SPEECH AND OCCUPATIONAL THERAPISTS WORK WITH ELDERS TO IMPROVE THEIR QUALITY OF LIFE. DAILY ACTIVITIES ARE P;ANNED BY A TRAINED ACTIVITIES DIRECTOR AND OFFER EVERY ELDER AN OPPORTUNITY TO DISCOVER SOMETHING NEW AND EXCITING. 1725303 1886774 TRINITY'S FIFTY-TWO PERSONAL CARE SUITES OFFER A PERFECT BLEND OF INDEPENDENCE AND ASSISTANCE. RESIDENTS ARE ENCOURAGED TO DO AS MUCH AS POSSIBLE FOR THEMSELVES; HOWEVER, THE STAFF IS ALWAYS WILLING TO HELP. TRINITY PLACE PERSONAL CARE BRIDGES THE GAP BETWEEN RETIREMENT LIVING AND SKILLED NURSING CARE. AS HEALTH CARE NEEDS BEGIN TO CHANGE, PERSONAL CARE IS A POPULAR CHOICE. IT IS COMFORTING TO KNOW THAT THIS LEVEL OF CARE OFFERS THREE MEALS A DAY, MEDICATION ASSISTANCE, HOUSEKEEPING AND LAUNDRY SERVICE, AND ASSISTANCE WITH THE ACTIVITIES OF DAILY LIVING SUCH AS BATHING AND DRESSING. THE STAFF AT TRINITY PERSONAL CARE ASSISTS RESIDENTS IN EVERY WAY POSSIBLE WHILE HELPING THEM MAINTAIN THEIR INDEPENDENCE AND DIGNITY. N/A 6832091 1 0 0 1 0 0 0 0 0 0 1 0 0 1 1 1 0 1 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 1 56 0 1 193 1 0 0 0 0 0 0 0 0 0 0 X 18 15 0 1 0 0 1 1 1 1 1 0 0 1 1 1 1 1 0 1 0 0 X JIM ZUELZKE 6628448977 PO BOX 1567 TUPELO MS 38802 STEVE MCALILLY PRESIDENT/CEO 1.00 40.00 X X 0 543594 175643 CHRISTIE VANCE VICE PRES/COO 1.00 40.00 X X 0 307864 19402 SHELLEY TUGGLE EXECUTIVE DIRECTOR 20.00 20.00 X X 0 133190 18239 BRENDA COMER BOARD MEMBER 0.25 X 0 0 0 JIMMY E CRIDDLE BOARD MEMBER 0.25 X 0 0 0 MARK CRIGLER BOARD MEMBER 0.25 X 0 0 0 JOHN DAVIS BOARD MEMBER 0.25 X 0 0 0 JOHN EAST VICE-CHAIRMAN 0.25 X 0 0 0 DEBBIE GARD CHAIR 0.25 X 0 0 0 BOB HOWLAND BOARD MEMBER 0.25 X 0 0 0 LINDER ERBY BOARD MEMBER 0.25 X 0 0 0 TERESA MILEY BOARD MEMBER 0.25 X 0 0 0 SARAH SANDERS BOARD MEMBER 0.25 X 0 0 0 SAMMY TOWNSEND BOARD MEMBER 0.25 X 0 0 0 TOM WALLER BOARD MEMBER 0.25 X 0 0 0 BILL H WEST CHAIRMAN 0.25 X 0 0 0 JANNETTE ADAMS BOARD MEMBER 0.25 X 0 0 0 TRICIA COX SECRETARY 0.25 X 0 0 0 JIM ZUELZKE VICE PRESIDENT FINANCE 1.00 40.00 X 0 273447 19173 JEANNE CANTIN VICE PRESIDENT/HR 1.00 40.00 X 0 208063 18738 ANNE-MICHELLE DANIEL VICE PRES/LEADERSHIP DEV. 1.00 40.00 X 0 135808 678 JANICE BROOKS LPN- CHARGE NURSE 1.00 40.00 X 0 103402 18041 0 1705368 269914 1 0 1 0 UNIDINE CORPORATION PO BOX 102289 ATLANTA GA 30368 DINING SERVICES 1732354 MISSISSIPPI METHODIST SENIOR SERVICE PO BOX 1567 TUPELO MS 38801 MANAGEMENT 536117 2 ROUTINE SERVICES 812900 8899863 8899863 OTHER SERVICES 812900 47054 47054 BEAUTY SHOP 812900 27738 27738 GUEST MEALS 722513 1041 1041 8975696 59212 59212 INSURANCE PROCEEDS 623990 1490 1490 1490 9036398 8976145 0 60253 4399528 3882917 516611 1004890 1004890 334069 295971 38098 536117 536117 11941 11941 32836 32836 54359 7122 47237 158391 134228 24163 80490 80490 255348 225236 30112 21427 21427 4879 4879 1178 1178 201157 201157 180513 30170 150343 RAW FOOD 650669 650669 THERAPY CHARGES 588480 588480 MEDICATIONS AND SCRIPTS 318670 318670 SUPPLIES 174992 174992 412204 322479 89725 9422138 6832091 2590047 0 107842 700 1051 11901 567649 566828 2661452 2660598 19395 19395 11002 14064 7680670 6211577 1526930 1469093 221824 543474 5117145 5286053 323978 405355 1266 102 32101 136101 100771 112863 458116 654421 X 4659029 4621130 10502 4659029 4631632 5117145 5286053 X -385740 320000 38343 X X 0 1 X 1 0 X 985382 985382 7701594 7104551 7659335 8795770 8976145 40237395 7453 5993 7830 5424 1041 27741 7709047 7110544 8652547 8801194 8977186 41250518 0 790318 932878 648673 1077005 936828 4385702 790318 932878 648673 1077005 936828 4385702 36864816 19404 9722 1429 54016 59212 143783 19404 9722 1429 54016 59212 143783 7728451 7120266 8653976 8855210 9036398 41394301 0.89060 0.89870 0.00350 0.00280 X 0 0 0 0 0 0 0 0 1 1342 1342 0 PART II-B, LINE 1: ORGANIZATION PAYS DUES TO LEADING AGE, 1.52% OF THESE DUES HAVE BEEN DEEMED AS USED FOR LOBBYING PURPOSES. ORGANIZATION PAYS DUES TO AMERICAN HEALTH CARE ASSOCIATION, 30% OF THESE DUES HAVE BEEN DEEMED AS USED FOR LOBBYING PURPOSES. ORGANIZATION PAYS DUES TO MISSISSIPPI HEALTH CARE ASSOCIATION, 20% OF THESE DUES HAVE BEEN DEEMED AS USED FOR LOBBYING PURPOSES. 35356 35356 5081789 4124250 957539 2010825 1732503 278322 552700 354824 197876 1469093 INVESTMENT IN REAL ESTATE 320000 DEPOSITS 65255 DUE FROM INTERMEDIARY 158219 543474 DUE TO AFFILIATES 72063 RESIDENTS' REFUNDABLE DEPOSITS 40665 ACCRUED INTEREST ON BONDS PAYABLE 135 112863 X PART X, LINE 2: 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. 0 1 0 0 0 0 0 0 0 STEVE MCALILLY PRESIDENT/CEO 0 543594 0 0 0 0 0 154671 0 20972 0 719237 0 0 CHRISTIE VANCE VICE PRES/COO 0 307864 0 0 0 0 0 0 0 19402 0 327266 0 0 JIM ZUELZKE VICE PRESIDENT FINANCE 0 273447 0 0 0 0 0 0 0 19173 0 292620 0 0 JEANNE CANTIN VICE PRESIDENT/HR 0 208063 0 0 0 0 0 0 0 18738 0 226801 0 0 SHELLEY TUGGLE EXECUTIVE DIRECTOR 0 133190 0 0 0 0 0 0 0 18239 0 151429 0 0 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 THE 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. 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 38,343. FORM 990, PART XII, LINE 2C: INDEPENDENT ACCOUNTANT THE PROCESS FOR SELECTING AND OVERSEEING THE INDEPENDENT ACCOUNTANT HAS NOT CHANGED FROM THE PREVIOUS YEAR. 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 RETIREMENT 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 N/A 0 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 WESLEY MANOR RETIREMENT COMMUNITY INC PO BOX 1567 TUPELO MS 38802 640725882 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 TUPELO AREA INC PO BOX 1567 TUPELO MS 38802 640746771 HOUSING MS 501(C)(3) LINE 10 MMSS 0 0 0 1 1 1 0 0 0 0 0 0 0 1 1 1 1 1 0 0