2023-11-14T16:22:16-06:00 2022-12-31 201941244 HORNE LLP 661 SUNNYBROOK ROAD STE 100 RIDGELAND MS 39157 990 2022-01-01 640835284 ALDERSGATE PERSONAL CARE INC ALDE 6628448977 P O BOX 1567 TUPELO MS 38802 JIM ZUELZKE VP FOR FINANCE 6628448977 2023-11-14 1 JIM ZUELZKE 999009999 0 AMIE WHITTINGTON DEAN CPA P01082167 6013261000 2023-11-14 2 AAL1 IAL1 2022 2023-04-26 12:10:37Z STEVE MCALILLY P O BOX 1567 TUPELO MS 38802 2222253 0 X WWW.MSS.ORG X 1992 MS ALDERSGATE PERSONAL CARE, INC.'S MISSION IS TO PROVIDE HOUSING AND PERSONAL CARE SERVICES TO THE ELDERLY OR DISABLED IN THE SPIRIT OF CHRISTIAN LOVE. 19 16 51 62 0 0 347336 0 1868093 2205463 76414 -72305 0 2692 2291843 2135850 0 0 0 0 1618703 1263869 0 0 0 522271 1001652 2140974 2265521 150869 -129671 4952022 4695365 1251056 967113 3700966 3728252 X ALDERSGATE PERSONAL CARE, INC. IS DEDICATED TO PROVIDING HOUSING ANDPERSONAL CARE SERVICES TO THE ELDERLY OR DISABLED IN THE SPIRIT OFCHRISTIAN LOVE. 0 0 1413011 1935852 ALDERSGATE IS THE HOUSING CHOICE FOR SOME OF THE MOST ACTIVE OLDER ADULTS IN THE MERIDIAN, MISSISSIPPI AREA. DEDICATED TO SERVING OLDER ADULTS IN THE SPIRIT OF CHRISTIAN LOVE, THE EXPERIENCED STAFF MAKES ALDERSGATE A HOME WHERE RESIDENTS CAN TRULY ENJOY THEIR RETIREMENT WITH SOME OF THE BEST NEIGHBORS IN TOWN. ALDERSGATE'S APARTMENTS CIRCLE AROUND AN ATTRACTIVELY LANDSCAPPED GAZEBO AND A LOVELY WALKING GARDEN MAKING IT A PLACE THAT ANYONE WOULD LOVE TO CALL HOME. OPPORTUNITIES FOR GARDENING, SOCIALIZING AND LEARNING ABOUND. ALDERSGATE IS FAMOUS FOR THAT SPECIAL FEELING OF FAMILY AND THE PEACE OF MIND THAT RESIDENTS HAVE KNOWING THEY CAN PURSUE THEIR OWN LIFESTYLE, FREE FROM THE EVERYDAY CONCERNS MOST HOMEOWNERS FACE. THE CAMPUS ALSO HOSTS FIFTY-FOUR PERSONAL CARE APARTMENTS, MANY WITH A LOVELY VIEW OF THE WOODS, AND OFFERS 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. SERVICES INCLUDE THREE MEALS A DAY, MEDICATION MONITORING, DAILY HOUSEKEEPING AND ASSISTANCE ITH BATHING AND GROOMING. AT ALDERSGATE, THE BOTTOM LINE IS PEOPLE! ELDERS ARE TREATED WITH THE HONOR AND RESPECT THEY DESERVE. RECREATIONAL, EDUCATIONAL AND CULTURAL PROGRAMS ARE OFFERED ON A DAILY BASIS. THE PASTORAL CARE PROGRAM ENSURES THAT RESIDENTS' EMOTIONAL AND SPIRITUAL NEEDS ARE MET WHILE AN EMERGENCY CALL SYSTEM AND SCHEDULED TRANSPORTATION TO A RESIDENT'S DOCTOR OR SHOPPING FOR GROCERIES HELPS MAINTAIN PHYSICAL WELLNESS. 121517 269219 ALDERSGATE OFFERS COTTAGE LIVING WITH 2 OR 3 BEDROOMS. THE COTTAGES ARE OFFERED THROUGH A LIFE USE CONTRACT IN WHICH RESIDENTS ARE ALLOWED TO LIVE IN THE COTTAGE AT A REDUCED RATE WITHOUT HAVING TO WORRY ABOUT ROUTINE MAINTENANCE OR EXTRAORDINARY REPAIR COSTS. ANNUAL LEASE AGREEMENTS WITH STRAIGHT MONTH TO MONTH RENTAL FEES MAY ALSO BE SELECTED OUTSIDE OF THE LIFE USE FEES CONTRACTS. 1534528 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 11 0 1 51 1 0 0 0 0 0 0 0 0 0 0 X 19 16 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 501440 174002 CHRISTIE VANCE VICE PRES/COO 1.00 40.00 X X 0 298470 17981 ROBYN STEPHENS EXECUTIVE DIRECTOR 13.34 26.66 X X 0 93398 9069 MICHAEL VAN VECKHOVEN BOARD MEMBER 0.25 X 0 0 0 LESLIE DUNN BOARD MEMBER 0.25 X 0 0 0 TONY FOUTS BOARD MEMBER 0.25 X 0 0 0 MARY GILMORE BOARD MEMBER 0.25 X 0 0 0 WANDA HASTINGS BOARD MEMBER 0.25 X 0 0 0 OTIS GOWDY BOARD MEMBER 0.25 X 0 0 0 JEREMY HILL VICE-CHAIRMAN 0.25 X 0 0 0 MAURICE H HALL JR BOARD MEMBER 0.25 X 0 0 0 CHRIS LAUDERDALE BOARD MEMBER 0.25 X 0 0 0 JO BETH MARANTO SECRETARY 0.25 X 0 0 0 JEFF MCCOY CHAIRMAN 0.25 X 0 0 0 VAN RAY CHAIRMAN 0.25 X 0 0 0 MINA BETH TONINI BOARD MEMBER 0.25 X 0 0 0 VICKY MCDONNELL BOARD MEMBER 0.25 X 0 0 0 ANN WEDDINGTON BOARD MEMBER 0.25 X 0 0 0 CAY WEDGWORTH BOARD MEMBER 0.25 X 0 0 0 JIM ZUELZKE VICE PRESIDENT FINANCE 1.00 40.00 X 0 232996 17545 JEANNE CANTIN VICE PRESIDENT/HR 1.00 40.00 X 0 198569 17316 ANNE-MICHELLE DANIEL VICE PRES/LEADERSHIP DEV. 1.00 40.00 X 0 139620 9376 0 1464493 245289 0 0 1 0 UNIDINE CORPORATION PO BOX 102289 ATLANTA GA 30368 DINING SERVICES 829334 MS METHODIST SENIOR SERVICES PO BOX 1567 TUPELO MS 38802 MANAGEMENT 135537 2 ASSISTED LIVING REVENU 623990 2119586 2119586 OTHER SERVICES 812900 47362 47362 BEAUTY SHOP 812900 24342 24342 FOOD SERVICE 722513 9964 9964 GUEST MEALS 722513 3084 3084 1125 1125 2205463 14098 14098 86403 -86403 -86403 -86403 INSURANCE PROCEEDS 623990 2692 2692 2692 2135850 2205071 0 -69221 929853 644739 285114 242295 242295 91721 69341 22380 9461 9461 16936 16936 87304 71783 15521 22906 22906 196289 162037 34252 7338 7338 202 202 32381 30561 1820 146074 146074 53715 20905 32810 RAW FOOD 285755 285755 MAINTENANCE SERVICES 88873 88873 MISCELLANEOUS 18998 1751 17247 ADMINISTRATIVE EXPENSE 9554 9554 25866 12709 13157 2265521 1534528 730993 0 527261 534503 627362 628519 12056 31451 16715 16715 11049 6929 6670945 3893286 2853827 2777659 548077 461673 355675 237916 4952022 4695365 166668 118777 206888 123280 757302 674529 120198 50527 1251056 967113 X 3700966 3099812 628440 3700966 3728252 4952022 4695365 X -129671 156957 X X 0 1 X 1 0 X 347336 347336 2220549 2241932 2072202 1939069 2205071 10678823 8823 8622 2513 4311 3084 27353 2229372 2250554 2074715 2290716 2208155 11053512 0 848084 797909 796285 676600 889436 4008314 848084 797909 796285 676600 889436 4008314 7045198 -29912 16072 9228 1127 14098 10613 -29912 16072 9228 1127 14098 10613 2199460 2266626 2083943 2291843 2222253 11064125 0.63680 0.69100 0.00100 X 0 0 0 0 0 0 0 0 1 371 371 0 PART II-B, LINE 1: ORGANIZATION PAYS DUES TO LEADING AGE, 1.54% OF THESE DUES HAVE BEEN DEEMED AS USED FOR LOBBYING PURPOSES. ORGANIZATION PAYS DUES TO AMERICAN HEALTH CARE ASSOCIATION, 28% 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. 534715 534715 4611634 2754449 1857185 773266 616879 156387 751330 521958 229372 2777659 REFUNDABLE DEPOSITS 40541 UTILITY DEPOSITS 805 DUE FROM AFFILIATE 196570 237916 RESIDENT'S REFUNDABLE DEPOSITS 48397 ACCRUED INTEREST ON BONDS PAYABLE 2130 50527 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 501440 0 0 0 0 0 154671 0 19331 0 675442 0 0 CHRISTIE VANCE VICE PRES/COO 0 298470 0 0 0 0 0 0 0 17981 0 316451 0 0 JIM ZUELZKE VICE PRESIDENT FINANCE 0 232996 0 0 0 0 0 0 0 17545 0 250541 0 0 JEANNE CANTIN VICE PRESIDENT/HR 0 198569 0 0 0 0 0 0 0 17316 0 215885 0 0 PART I, LINE 3 RELATED ORG METHODS USED FOR COMPENSATION EXPLANATION: 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. 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: CAPITAL TRANSFER -12,846. DESIGNATED GIFTS TRANSFERRED - OTHER 4,000. ROUNDING 5. DESIGNATED GIFTS TRANSFERRED - CARES PROVIDER RELIEF FUNDING 165,798. 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 RETIREMENT COMMUNITY IN PO BOX 1567 TUPELO MS 38802 640717548 HOUSING MS 501C3 LINE 10 MMSS 0 DUGAN MEMORIAL HOME INC PO BOX 1567 TUPELO MS 38802 943426425 HOUSING MS 501C3 LINE 3 MMSS 0 GREENE COUNTY RETIREMENT SYSTEMS I PO BOX 1567 TUPELO MS 38802 640695672 HOUSING MS 501C3 LINE 10 MMSS 0 HATTIESBURG AREA SENIOR SERVICES I PO BOX 1567 TUPELO MS 38802 640679922 HOUSING MS 501C3 LINE 10 MMSS 0 LAUDERDALE SENIOR SERVICES INC PO BOX 1567 TUPELO MS 38802 640678962 HOUSING MS 501C3 LINE 10 MMSS 0 MS METHODIST SENIOR SERVICES INC PO BOX 1567 TUPELO MS 38802 646026549 HOUSING MS 501C3 LINE 7 N/A 0 SEASHORE CAMPGROUNDS RETIREMENT HOM PO BOX 1567 TUPELO MS 38802 640429943 HOUSING MS 501C3 PF MMSS 0 UMSS HEALTHCARE INC PO BOX 1567 TUPELO MS 38802 640746770 HOUSING MS 501C3 LINE 3 MMSS 0 UMSS OF CLARKSDALE AREA INC PO BOX 1567 TUPELO MS 38802 640746772 HOUSING MS 501C3 LINE 10 MMSS 0 UMSS OF CLAY COUNTY INC PO BOX 1567 TUPELO MS 38802 640838016 HOUSING MS 501C3 LINE 10 MMSS 0 UMSS OF COLUMBUS AREA INC PO BOX 1567 TUPELO MS 38802 640746773 HOUSING MS 501C3 LINE 10 MMSS 0 UMSS OF DESOTO COUNTY INC PO BOX 1567 TUPELO MS 38802 640850515 HOUSING MS 501C3 LINE 10 MMSS 0 UMSS OF GOLDEN TRIANGLE AREA INC PO BOX 1567 TUPELO MS 38802 640794146 HOUSING MS 501C3 LINE 10 MMSS 0 UMSS OF JACKSON AREA INC PO BOX 1567 TUPELO MS 38802 640841734 HOUSING MS 501C3 LINE 10 MMSS 0 UMSS OF TUPELO AREA INC PO BOX 1567 TUPELO MS 38802 640746771 HOUSING MS 501C3 LINE 10 MMSS 0 WESLEY MANOR RETIREMENT COMMUNITY PO BOX 1567 TUPELO MS 38802 640725882 HOUSING MS 501C3 LINE 10 MMSS 0 MARTHA COKER HOME INC PO BOX 1567 TUPELO MS 38802 208981712 HOUSING MS 501C3 LINE 3 MMSS 0 0 1 1 1 0 0 0 0 0 0 0 0 1 1 1 1 1 0 0