2023-11-14T16:35:57-06:00 2022-12-31 201941244 HORNE LLP 661 SUNNYBROOK ROAD STE 100 RIDGELAND MS 39157 990 2022-01-01 640850515 UNITED METHODIST SENIOR SERVICES OF DESOTO COUNTY INC UNIT 6628448977 PO 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 PO BOX 1567 TUPELO MS 38802 4082468 0 X WWW.MSS.ORG X 1994 MS 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. 19 16 67 1230 0 0 344540 0 3723908 4064762 94182 -92180 11246 1882 4173876 3974464 0 0 0 0 1675802 1790378 0 0 0 1798538 2037015 3474340 3827393 699536 147071 5398035 5157962 1318895 939456 4079140 4218506 X 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. 0 0 2739366 4060469 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. 2739366 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 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 1 20 0 1 67 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 LEE ASHCRAFT BOARD MEMBER 0.25 X 0 0 0 TOMMY BORGOGNONI BOARD MEMBER 0.25 X 0 0 0 CHERYL DENLEY BOARD MEMBER 0.25 X 0 0 0 JOE FRANK LAUDERDALE BOARD MEMBER 0.25 X 0 0 0 IRIS HOLLOWAY BOARD MEMBER 0.25 X 0 0 0 BARBARA JEPSEN SECRETARY 0.25 X 0 0 0 SAM LAUDERDALE BOARD MEMBER 0.25 X 0 0 0 SANDY LIPSCOMB BOARD MEMBER 0.25 X 0 0 0 MILTON NICHOLS BOARD MEMBER 0.25 X 0 0 0 BETH OWENS VICE-CHAIR 0.25 X 0 0 0 VAN RAY CHAIRMAN 0.25 X 0 0 0 TIM SEXTON BOARD MEMBER 0.25 X 0 0 0 ALAN SIMS CHAIRMAN 0.25 X 0 0 0 CHERYL WARD BOARD MEMBER 0.25 X 0 0 0 BILLIE WILHITE BOARD MEMBER 0.25 X 0 0 0 WANDA WILLIAMS BOARD MEMBER 0.25 X 0 0 0 JAMIE CLIETT EXECUTIVE DIRECTOR 40.00 X X 0 54293 8066 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 1425388 244286 0 0 1 0 UNIDINE CORPORATION PO BOX 102289 ATLANTA GA 30368 DINING SERVICES 804178 MISSISSIPPI METHODIST SENIOR SERVICES PO BOX 1567 TUPELO MS 38802 MANAGEMENT 242076 2 RENTALS 623990 3921963 3921963 OTHER SERVICES 812900 81528 81528 BEAUTY SHOP 812900 23949 23949 FOOD SERVICE 722513 23212 23212 HOUSEKEEPING SERVICE 812900 7935 7935 6175 6175 4064762 15824 15824 108004 -108004 -108004 -108004 INSURANCE REIMBURSEMENT 623990 1882 1882 1882 3974464 4060469 0 -86005 X 1368733 1120040 248693 318358 318358 103287 85404 17883 242076 242076 824 824 5676 5676 635716 622108 13608 45606 45606 119184 89970 29214 29645 29645 261138 225748 35390 10506 10506 739 739 32809 32809 225305 225305 49122 4770 44352 RAW FOOD 235639 235639 MAINTENANCE SERVICES 83206 83206 MISCELLANEOUS 22799 22799 DUES AND SUBSCRIPTIOINS 8749 8749 28276 14367 13909 3827393 2739366 1088027 0 542008 501 14928 285 26042 52706 12117 12117 8269 8200 9999759 6046565 4038047 3953194 685096 577092 71528 553867 5398035 5157962 160952 153610 1031881 653551 40598 46890 85464 85405 1318895 939456 X 4079140 4218506 4079140 4218506 5398035 5157962 X 147071 -7705 X X 0 1 X 1 0 X 344540 344540 3051507 3332639 3338422 3825369 4060469 17608406 2059 2816 1837 3314 6175 16201 3053566 3335455 3340259 4173223 4066644 17969147 0 256273 341727 313577 210207 284262 1406046 256273 341727 313577 210207 284262 1406046 16563101 5537 16588 11643 653 15824 50245 5537 16588 11643 653 15824 50245 3059103 3352043 3351902 4173876 4082468 18019392 0.91920 0.91560 0.00280 X 0 0 0 0 0 0 0 0 1 324 324 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. 270000 270000 8258718 5099852 3158866 911578 620183 291395 559463 326530 232933 3953194 DUE FROM AFFILIATES 484044 REFUNDABLE DEPOSITS 33720 CURRENT PORTION OF BOND SINKING FUND 36103 553867 RESIDENTS' REFUNDABLE DEPOSITS 83090 ACCRUED INTEREST ON BONDS PAYALE 2315 85405 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 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. A MS BUSINESS FINANCE CORP 640679130 000000000 2015-12-10 3094208 MS BUSINESS FINANCE CORP. REFUNDING OF 2010 SERIES OF BONDS 0 0 0 A 2026685 3094208 82040 3012168 0 0 1 1 A 0 0 0 0 0 0 0 A 1 0 0 0 0 0 A 0 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. 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 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 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 0 1 1 1 0 0 0 0 0 0 0 0 1 1 1 1 0 0 0