UNITED METHODIST SENIOR SERVICES OF DESOTO COUNTY INC: Form 990, tax year 2022
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- Organization
- UNITED METHODIST SENIOR SERVICES OF DESOTO COUNTY INC (EIN 64-0850515)
- Tax period
- 2022-01-01 to 2022-12-31
- Filed
- 2023-11-14
- IRS object ID
- 202313189349316251
- Schema version
- 2022v5.0
- 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 ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2023-11-14T16:35:57-06:00 | ReturnTs |
| Tax Period End | 2022-12-31 | 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 | 2022-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 640850515 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | UNITED METHODIST SENIOR SERVICES OF | BusinessNameLine1Txt |
| Business Name Line2 | DESOTO COUNTY INC | BusinessNameLine2Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | UNIT | BusinessNameControlTxt |
| 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 |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | JIM ZUELZKE | PersonNm |
| Person Title | VP FOR FINANCE | PersonTitleTxt |
| Phone | 6628448977 | PhoneNum |
| Signature | 2023-11-14 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Signing Officer SigningOfficerGrp
Person Full Name PersonFullName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person First | JIM | PersonFirstNm |
| Person Last | ZUELZKE | PersonLastNm |
| Field | Value | IRS element (for citing) |
|---|---|---|
| SSN | 999009999 | SSN |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IRS Responsible Prty Info Curr | 0 | IRSResponsiblePrtyInfoCurrInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | AMIE WHITTINGTON DEAN CPA | PreparerPersonNm |
| PTIN | P01082167 | PTIN |
| Phone | 6013261000 | PhoneNum |
| Preparation | 2023-11-14 | PreparationDt |
Additional Filer Information AdditionalFilerInformation
Trusted Customer TrustedCustomerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trusted Customer | 2 | TrustedCustomerCd |
| Authentication Assurance Level | AAL1 | AuthenticationAssuranceLevelCd |
| Identity Assurance Level | IAL1 | IdentityAssuranceLevelCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2022 | TaxYr |
| Build TS | 2023-04-26 12:10:37Z | 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 | PO BOX 1567 | AddressLine1Txt |
| City | TUPELO | CityNm |
| State Abbreviation | MS | StateAbbreviationCd |
| ZIP | 38802 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | $4,082,468 | 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 | 1994 | FormationYr |
| Legal Domicile State | MS | LegalDomicileStateCd |
| Activity Or Mission | UNITED METHODIST SENIOR SERVICES OF DESOTOA COUNTY'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 | 19 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 16 | VotingMembersIndependentCnt |
| Total Employee | 67 | TotalEmployeeCnt |
| Total Volunteers | 1230 | TotalVolunteersCnt |
| Total Gross UBI | $0 | TotalGrossUBIAmt |
| Net Unrelated Bus Txbl Incm | $0 | NetUnrelatedBusTxblIncmAmt |
| PY Contributions Grants | $344,540 | PYContributionsGrantsAmt |
| CY Contributions Grants | $0 | CYContributionsGrantsAmt |
| PY Program Service Revenue | $3,723,908 | PYProgramServiceRevenueAmt |
| CY Program Service Revenue | $4,064,762 | CYProgramServiceRevenueAmt |
| PY Investment Income | $94,182 | PYInvestmentIncomeAmt |
| CY Investment Income | -$92,180 | CYInvestmentIncomeAmt |
| PY Other Revenue | $11,246 | PYOtherRevenueAmt |
| CY Other Revenue | $1,882 | CYOtherRevenueAmt |
| PY Total Revenue | $4,173,876 | PYTotalRevenueAmt |
| CY Total Revenue | $3,974,464 | 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 | $1,675,802 | PYSalariesCompEmpBnftPaidAmt |
| CY Salaries Comp Emp Bnft Paid | $1,790,378 | CYSalariesCompEmpBnftPaidAmt |
| PY Total Prof Fndrsng Expns | $0 | PYTotalProfFndrsngExpnsAmt |
| CY Total Prof Fndrsng Expns | $0 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $0 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $1,798,538 | PYOtherExpensesAmt |
| CY Other Expenses | $2,037,015 | CYOtherExpensesAmt |
| PY Total Expenses | $3,474,340 | PYTotalExpensesAmt |
| CY Total Expenses | $3,827,393 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | $699,536 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | $147,071 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $5,398,035 | TotalAssetsBOYAmt |
| Total Assets EOY | $5,157,962 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $1,318,895 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $939,456 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | $4,079,140 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $4,218,506 | NetAssetsOrFundBalancesEOYAmt |
| Info In Schedule O Part III | Yes (X) | InfoInScheduleOPartIIIInd |
| Mission | UNITED METHODIST SENIOR SERVICES OF DESOTO COUTNY 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 | $2,739,366 | ExpenseAmt |
| Revenue | $4,060,469 | RevenueAmt |
| Desc | WESLEY MEADOWS RETIREMENT COMMUNITY, LOCATED IN HERNANDO, MISSISSIPPI, IS A PICTURESQUE FACILITY THAT SITS IN THE MIDDLE OF A SPRAWLING MEADOW, ON 40 SCENIC ACRES, WITH WOODS BEHIND AND A SMALL POND TO THE SIDE. THE 101 UNIT COMMUNITY PROVIDES APARTMENT STYLE LIVING FOR BOTH INDEPENDT AND ASSISTED LIVING RESIDENTS. RESIDENTS FURNISH THEIR OWN APARTMENTS CREATING A HOME THAT IS UNIQUELY THEIRS. INDEPENDENT LIVING OFFERS PRIVACY AND SECURITY SO RESIDENTS CAN THRIVE WITH THE KNOWLEDGE THAT THEY CAN MAINTAIN THEIR INDEPENDENCE IN A SAFE ENVIRONMENT AT AN AFFORDABLE MONTHLY RATE WITH NO UP-FRONT FEE. WITH NUMEROUS ACTIVITIES TO CHOOSE FROM AND THE DAILY CARES OF HOME MAINTENANCE ELIMINATED, RESIDENTS ARE FREE TO ENJOY THEIR RETIREMENT THE WAY IT WAS MEANT TO BE. ASSISTED LIVING BRIDGES THE GAP BETWEEN INDEPENDENT LIVING AND SKILLED NURSING CARE. AS ELDERS REACH THE STAGE OF LIFE WHEN THEY NEED ADDITIONAL HELP WITH THE ACTIVITIES OF DAILY LIVING, WESLEY MEADOWS ASSISTED LIVING IS READY TO PROVIDE INDIVIDUALIZED SERVICE SO THAT RESIDENTS MAINTAIN THEIR DIGNITY AND AS MUCH INDEPENDENCE AS POSSIBLE. IN ADDITION TO TRADITIONAL APARTMENT LIVING, WESLEY MEADOWS HAS A NEWLY CONSTRUCTED GREEN HOUSE CONSISTING OF 10 ASSISTED LIVING UNITS WITH A MEMORY CARE FOCUS. EACH UNIT IS A PRIVATEBEDROOM WITH PRIVATE BATHROOMS THAT ALL SURROUND A SPACIOUS COMMON LIVING AREA. THE GREEN HOUSE CONCEPT WAS CREATED TO PROMOTE ELDER ENGAGEMENT AND SOCIALIZATION. WESLEY MEADOWS IS STAFFED WITH KNOWLEDGEABLE, HARDWORKING PERSONNEL WHOSE GOAL IS TO PROVIDE SAFE, CARING, CHRISTIAN RETIREMENT ENVIRONMENT FOR THE RESIDENTS. THE PASTORAL CARE PROGRAMS AND REGULARLY SCHEDULED ACTIVITIES ENGAGE RESIDENTS AND ENCOURAGE LIFE-LONG LEARNING AND FRIENDSHIPS. | Desc |
| Total Program Service Expenses | $2,739,366 | 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 | 0 | 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 | 20 | IRPDocumentCnt |
| IRP Document W2 G | 0 | IRPDocumentW2GCnt |
| Backup Wthld Compliance | Yes (1) | BackupWthldComplianceInd |
| Employee | 67 | 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 | 19 | GoverningBodyVotingMembersCnt |
| Independent Voting Member | 16 | 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 (22 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 | $501,440 | $174,002 |
| CHRISTIE VANCE | |||||||
| VICE PRES/COO | 1.00 | 40.00 | Yes (X) | Yes (X) | $0 | $298,470 | $17,981 |
| LEE ASHCRAFT | |||||||
| BOARD MEMBER | 0.25 | Yes (X) | $0 | $0 | $0 | ||
| TOMMY BORGOGNONI | |||||||
| BOARD MEMBER | 0.25 | Yes (X) | $0 | $0 | $0 | ||
| CHERYL DENLEY | |||||||
| BOARD MEMBER | 0.25 | Yes (X) | $0 | $0 | $0 | ||
| JOE FRANK LAUDERDALE | |||||||
| BOARD MEMBER | 0.25 | Yes (X) | $0 | $0 | $0 | ||
| IRIS HOLLOWAY | |||||||
| BOARD MEMBER | 0.25 | Yes (X) | $0 | $0 | $0 | ||
| BARBARA JEPSEN | |||||||
| SECRETARY | 0.25 | Yes (X) | $0 | $0 | $0 | ||
| SAM LAUDERDALE | |||||||
| BOARD MEMBER | 0.25 | Yes (X) | $0 | $0 | $0 | ||
| SANDY LIPSCOMB | |||||||
| BOARD MEMBER | 0.25 | Yes (X) | $0 | $0 | $0 | ||
| MILTON NICHOLS | |||||||
| BOARD MEMBER | 0.25 | Yes (X) | $0 | $0 | $0 | ||
| BETH OWENS | |||||||
| VICE-CHAIR | 0.25 | Yes (X) | $0 | $0 | $0 | ||
| VAN RAY | |||||||
| CHAIRMAN | 0.25 | Yes (X) | $0 | $0 | $0 | ||
| TIM SEXTON | |||||||
| BOARD MEMBER | 0.25 | Yes (X) | $0 | $0 | $0 | ||
| ALAN SIMS | |||||||
| CHAIRMAN | 0.25 | Yes (X) | $0 | $0 | $0 | ||
| CHERYL WARD | |||||||
| BOARD MEMBER | 0.25 | Yes (X) | $0 | $0 | $0 | ||
| BILLIE WILHITE | |||||||
| BOARD MEMBER | 0.25 | Yes (X) | $0 | $0 | $0 | ||
| WANDA WILLIAMS | |||||||
| BOARD MEMBER | 0.25 | Yes (X) | $0 | $0 | $0 | ||
| JAMIE CLIETT | |||||||
| EXECUTIVE DIRECTOR | 40.00 | Yes (X) | Yes (X) | $0 | $54,293 | $8,066 | |
| JIM ZUELZKE | |||||||
| VICE PRESIDENT FINANCE | 1.00 | 40.00 | Yes (X) | $0 | $232,996 | $17,545 | |
| JEANNE CANTIN | |||||||
| VICE PRESIDENT/HR | 1.00 | 40.00 | Yes (X) | $0 | $198,569 | $17,316 | |
| ANNE-MICHELLE DANIEL | |||||||
| VICE PRES/LEADERSHIP DEV. | 1.00 | 40.00 | Yes (X) | $0 | $139,620 | $9,376 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | $0 | TotalReportableCompFromOrgAmt |
| Tot Reportable Comp Rltd Org | $1,425,388 | TotReportableCompRltdOrgAmt |
| Total Other Compensation | $244,286 | TotalOtherCompensationAmt |
| Indiv Rcvd Greater Than100 K | 0 | IndivRcvdGreaterThan100KCnt |
| Former Ofcr Employees Listed | 0 | FormerOfcrEmployeesListedInd |
| Total Comp Greater Than150 K | Yes (1) | TotalCompGreaterThan150KInd |
| Compensation From Other Srcs | 0 | CompensationFromOtherSrcsInd |
Contractor Compensation ContractorCompensationGrp (2 entries)
| Address Line1ContractorAddress/USAddress/AddressLine1Txt | CityContractorAddress/USAddress/CityNm | State AbbreviationContractorAddress/USAddress/StateAbbreviationCd | ZIPContractorAddress/USAddress/ZIPCd | ServicesServicesDesc | CompensationCompensationAmt |
|---|---|---|---|---|---|
| UNIDINE CORPORATION | |||||
| PO BOX 102289 | ATLANTA | GA | 30368 | DINING SERVICES | $804,178 |
| MISSISSIPPI METHODIST SENIOR SERVICES | |||||
| PO BOX 1567 | TUPELO | MS | 38802 | MANAGEMENT | $242,076 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cntrct Rcvd Greater Than100 K | 2 | CntrctRcvdGreaterThan100KCnt |
Program Service Revenue ProgramServiceRevenueGrp (5 entries)
| DescDesc | BusinessBusinessCd | Total Revenue ColumnTotalRevenueColumnAmt | Related Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmt |
|---|---|---|---|
| RENTALS | 623990 | $3,921,963 | $3,921,963 |
| OTHER SERVICES | 812900 | $81,528 | $81,528 |
| BEAUTY SHOP | 812900 | $23,949 | $23,949 |
| FOOD SERVICE | 722513 | $23,212 | $23,212 |
| HOUSEKEEPING SERVICE | 812900 | $7,935 | $7,935 |
Total Oth Program Service Rev TotalOthProgramServiceRevGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $6,175 | TotalRevenueColumnAmt |
| Exclusion | $6,175 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | $4,064,762 | TotalProgramServiceRevenueAmt |
Investment Income InvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $15,824 | TotalRevenueColumnAmt |
| Exclusion | $15,824 | ExclusionAmt |
Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $108,004 | SecuritiesAmt |
Gain Or Loss GainOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | -$108,004 | SecuritiesAmt |
Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | -$108,004 | TotalRevenueColumnAmt |
| Exclusion | -$108,004 | ExclusionAmt |
Other Revenue Misc OtherRevenueMiscGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | INSURANCE REIMBURSEMENT | Desc |
| Business | 623990 | BusinessCd |
| Total Revenue Column | $1,882 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $1,882 | RelatedOrExemptFuncIncomeAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Revenue Total | $1,882 | OtherRevenueTotalAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $3,974,464 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $4,060,469 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $0 | UnrelatedBusinessRevenueAmt |
| Exclusion | -$86,005 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part IX | Yes (X) | InfoInScheduleOPartIXInd |
Other Salaries And Wages OtherSalariesAndWagesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,368,733 | TotalAmt |
| Program Services | $1,120,040 | ProgramServicesAmt |
| Management And General | $248,693 | ManagementAndGeneralAmt |
Other Employee Benefits OtherEmployeeBenefitsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $318,358 | TotalAmt |
| Management And General | $318,358 | ManagementAndGeneralAmt |
Payroll Taxes PayrollTaxesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $103,287 | TotalAmt |
| Program Services | $85,404 | ProgramServicesAmt |
| Management And General | $17,883 | ManagementAndGeneralAmt |
Fees For Services Management FeesForServicesManagementGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $242,076 | TotalAmt |
| Management And General | $242,076 | ManagementAndGeneralAmt |
Fees For Services Legal FeesForServicesLegalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $824 | TotalAmt |
| Management And General | $824 | ManagementAndGeneralAmt |
Fees For Services Accounting FeesForServicesAccountingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $5,676 | TotalAmt |
| Management And General | $5,676 | ManagementAndGeneralAmt |
Fees For Services Other FeesForServicesOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $635,716 | TotalAmt |
| Program Services | $622,108 | ProgramServicesAmt |
| Management And General | $13,608 | ManagementAndGeneralAmt |
Advertising AdvertisingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $45,606 | TotalAmt |
| Management And General | $45,606 | ManagementAndGeneralAmt |
Office Expenses OfficeExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $119,184 | TotalAmt |
| Program Services | $89,970 | ProgramServicesAmt |
| Management And General | $29,214 | ManagementAndGeneralAmt |
Information Technology InformationTechnologyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $29,645 | TotalAmt |
| Management And General | $29,645 | ManagementAndGeneralAmt |
Occupancy OccupancyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $261,138 | TotalAmt |
| Program Services | $225,748 | ProgramServicesAmt |
| Management And General | $35,390 | ManagementAndGeneralAmt |
Travel TravelGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $10,506 | TotalAmt |
| Management And General | $10,506 | ManagementAndGeneralAmt |
Conferences Meetings ConferencesMeetingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $739 | TotalAmt |
| Management And General | $739 | ManagementAndGeneralAmt |
Interest InterestGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $32,809 | TotalAmt |
| Program Services | $32,809 | ProgramServicesAmt |
Depreciation Depletion DepreciationDepletionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $225,305 | TotalAmt |
| Program Services | $225,305 | ProgramServicesAmt |
Insurance InsuranceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $49,122 | TotalAmt |
| Program Services | $4,770 | ProgramServicesAmt |
| Management And General | $44,352 | ManagementAndGeneralAmt |
Other Expenses OtherExpensesGrp (4 entries)
| DescDesc | TotalTotalAmt | Program ServicesProgramServicesAmt | Management And GeneralManagementAndGeneralAmt |
|---|---|---|---|
| RAW FOOD | $235,639 | $235,639 | |
| MAINTENANCE SERVICES | $83,206 | $83,206 | |
| MISCELLANEOUS | $22,799 | $22,799 | |
| DUES AND SUBSCRIPTIOINS | $8,749 | $8,749 |
All Other Expenses AllOtherExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $28,276 | TotalAmt |
| Program Services | $14,367 | ProgramServicesAmt |
| Management And General | $13,909 | ManagementAndGeneralAmt |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $3,827,393 | TotalAmt |
| Program Services | $2,739,366 | ProgramServicesAmt |
| Management And General | $1,088,027 | ManagementAndGeneralAmt |
| Fundraising | $0 | FundraisingAmt |
Cash Non Interest Bearing CashNonInterestBearingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $542,008 | BOYAmt |
| EOY | $501 | EOYAmt |
Savings And Temp Cash Invst SavingsAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $14,928 | BOYAmt |
| EOY | $285 | EOYAmt |
Accounts Receivable AccountsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $26,042 | BOYAmt |
| EOY | $52,706 | EOYAmt |
Inventories For Sale Or Use InventoriesForSaleOrUseGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $12,117 | BOYAmt |
| EOY | $12,117 | EOYAmt |
Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $8,269 | BOYAmt |
| EOY | $8,200 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Bldg Equip Cost Or Other Bss | $9,999,759 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $6,046,565 | LandBldgEquipAccumDeprecAmt |
Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $4,038,047 | BOYAmt |
| EOY | $3,953,194 | EOYAmt |
Investments Pub Traded Sec InvestmentsPubTradedSecGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $685,096 | BOYAmt |
| EOY | $577,092 | EOYAmt |
Other Assets Total OtherAssetsTotalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $71,528 | BOYAmt |
| EOY | $553,867 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $5,398,035 | BOYAmt |
| EOY | $5,157,962 | EOYAmt |
Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $160,952 | BOYAmt |
| EOY | $153,610 | EOYAmt |
Tax Exempt Bond Liabilities TaxExemptBondLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,031,881 | BOYAmt |
| EOY | $653,551 | EOYAmt |
Mortg Notes Pybl Scrd Invst Prop MortgNotesPyblScrdInvstPropGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $40,598 | BOYAmt |
| EOY | $46,890 | EOYAmt |
Other Liabilities OtherLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $85,464 | BOYAmt |
| EOY | $85,405 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,318,895 | BOYAmt |
| EOY | $939,456 | 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 | $4,079,140 | BOYAmt |
| EOY | $4,218,506 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $4,079,140 | BOYAmt |
| EOY | $4,218,506 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $5,398,035 | BOYAmt |
| EOY | $5,157,962 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part XI | Yes (X) | InfoInScheduleOPartXIInd |
| Reconcilation Revenue Expnss | $147,071 | ReconcilationRevenueExpnssAmt |
| Other Changes In Net Assets | -$7,705 | 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 Minus1 Year | $344,540 | CurrentTaxYearMinus1YearAmt |
| Total | $344,540 | TotalAmt |
Gross Receipts Admissions GrossReceiptsAdmissionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $3,051,507 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $3,332,639 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $3,338,422 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $3,825,369 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $4,060,469 | CurrentTaxYearAmt |
| Total | $17,608,406 | TotalAmt |
Gross Receipts Non Unrlt Bus GrossReceiptsNonUnrltBusGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $2,059 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $2,816 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $1,837 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $3,314 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $6,175 | CurrentTaxYearAmt |
| Total | $16,201 | TotalAmt |
Total509 Total509Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $3,053,566 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $3,335,455 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $3,340,259 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $4,173,223 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $4,066,644 | CurrentTaxYearAmt |
| Total | $17,969,147 | 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 | $256,273 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $341,727 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $313,577 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $210,207 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $284,262 | CurrentTaxYearAmt |
| Total | $1,406,046 | TotalAmt |
Subst And Dsqlfy Prsns Tot SubstAndDsqlfyPrsnsTotGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $256,273 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $341,727 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $313,577 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $210,207 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $284,262 | CurrentTaxYearAmt |
| Total | $1,406,046 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Support Total509 | $16,563,101 | PublicSupportTotal509Amt |
Gross Investment Income509 GrossInvestmentIncome509Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $5,537 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $16,588 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $11,643 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $653 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $15,824 | CurrentTaxYearAmt |
| Total | $50,245 | TotalAmt |
Investment Income And UBTI InvestmentIncomeAndUBTIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $5,537 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $16,588 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $11,643 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $653 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $15,824 | CurrentTaxYearAmt |
| Total | $50,245 | TotalAmt |
Total Support Calendar Year TotalSupportCalendarYearGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $3,059,103 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $3,352,043 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $3,351,902 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $4,173,876 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $4,082,468 | CurrentTaxYearAmt |
| Total | $18,019,392 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Support CY509 | 0.91920 | PublicSupportCY509Pct |
| Public Support PY509 | 0.91560 | PublicSupportPY509Pct |
| Investment Income CY | 0.00280 | InvestmentIncomeCYPct |
| 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 | $324 | OtherActivitiesAmt |
| Total Lobbying Expenditures | $324 | 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, 1.54% 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. | ExplanationTxt |
Schedule D IRS990ScheduleD
Land LandGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $270,000 | OtherCostOrOtherBasisAmt |
| Book Value | $270,000 | BookValueAmt |
Buildings BuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $8,258,718 | OtherCostOrOtherBasisAmt |
| Depreciation | $5,099,852 | DepreciationAmt |
| Book Value | $3,158,866 | BookValueAmt |
Equipment EquipmentGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $911,578 | OtherCostOrOtherBasisAmt |
| Depreciation | $620,183 | DepreciationAmt |
| Book Value | $291,395 | BookValueAmt |
Other Land Buildings OtherLandBuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $559,463 | OtherCostOrOtherBasisAmt |
| Depreciation | $326,530 | DepreciationAmt |
| Book Value | $232,933 | BookValueAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Land Buildings | $3,953,194 | TotalBookValueLandBuildingsAmt |
Other Assets Org OtherAssetsOrgGrp (3 entries)
| DescDesc | Book ValueBookValueAmt |
|---|---|
| DUE FROM AFFILIATES | $484,044 |
| REFUNDABLE DEPOSITS | $33,720 |
| CURRENT PORTION OF BOND SINKING FUND | $36,103 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Other Assets | $553,867 | TotalBookValueOtherAssetsAmt |
Other Liabilities Org OtherLiabilitiesOrgGrp (2 entries)
| DescDesc | AmtAmt |
|---|---|
| RESIDENTS' REFUNDABLE DEPOSITS | $83,090 |
| ACCRUED INTEREST ON BONDS PAYALE | $2,315 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Liability | $85,405 | 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 | $501,440 | $0 | $0 | $0 | $0 | $0 | $154,671 | $0 | $19,331 | $0 | $675,442 | $0 | $0 |
| CHRISTIE VANCE | ||||||||||||||
| VICE PRES/COO | $0 | $298,470 | $0 | $0 | $0 | $0 | $0 | $0 | $0 | $17,981 | $0 | $316,451 | $0 | $0 |
| JIM ZUELZKE | ||||||||||||||
| VICE PRESIDENT FINANCE | $0 | $232,996 | $0 | $0 | $0 | $0 | $0 | $0 | $0 | $17,545 | $0 | $250,541 | $0 | $0 |
| JEANNE CANTIN | ||||||||||||||
| VICE PRESIDENT/HR | $0 | $198,569 | $0 | $0 | $0 | $0 | $0 | $0 | $0 | $17,316 | $0 | $215,885 | $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 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. |
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 | MS BUSINESS FINANCE CORP | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bond Issuer EIN | 640679130 | BondIssuerEIN |
| CUSIP | 000000000 | CUSIPNum |
| Bond Issued | 2015-12-10 | BondIssuedDt |
| Issue Price | $3,094,208 | IssuePriceAmt |
| Purpose | MS BUSINESS FINANCE CORP. REFUNDING OF 2010 SERIES OF BONDS | 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 | $2,026,685 | RetiredAmt |
| Total Proceeds | $3,094,208 | TotalProceedsAmt |
| Issuance Costs From Proceeds | $82,040 | IssuanceCostsFromProceedsAmt |
| Other Spent Proceeds | $3,012,168 | OtherSpentProceedsAmt |
| 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 O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (11 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 IX, LINE 11G | OTHER FEES: PROGRAM SERVICE EXPENSES 622,108. MANAGEMENT AND GENERAL EXPENSES 13,608. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 635,716. |
| FORM 990, PART XI, LINE 9: | DESIGNATED GIFT TRANSFERS 7,286. CAPITAL TRANSFERS -14,991. |
| 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 | |
| GREEN 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 | 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 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 | |
| WESLEY MANOR RETIREMENT COMMUNITY | |||||||||||
| 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 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 | Yes (1) | 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 | 0 | 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 | 0 | ReimbursementPaidByOtherOrgInd |
| Transfer To Other Org | 0 | TransferToOtherOrgInd |
| Transfer From Other Org | 0 | TransferFromOtherOrgInd |