2025-11-13T13:15:25-06:00 2024-12-31 201941244 HORNE LLP 661 SUNNYBROOK ROAD STE 100 RIDGELAND MS 39157 990 2024-01-01 208981712 MARTHA COKER HOME INC MART 6628448977 PO BOX 1567 TUPELO MS 38802 JIM ZUELZKE VP FOR FINANCE 6628448977 2025-11-12 1 1 AMIE WHITTINGTON DEAN CPA P01082167 6013261000 2025-11-10 2024 2025-03-06 01:10:19Z STEVE MCALILLY PO BOX 1567 TUPELO MS 38802 7980294 0 X WWW.MSS.ORG X 2006 MS MARTHA COKER HOME, INC.'S MISSION IS TO PROVIDE HOUSING AND PERSONAL CARE SERVICES TO THE ELDERLY OR DISABLED IN THE SPIRIT OF CHRISTIAN LOVE. 16 13 149 78 0 0 0 0 7125172 7926088 41964 54206 0 0 7167136 7980294 0 0 0 0 3810122 4044482 0 0 0 3784812 3671965 7594934 7716447 -427798 263847 4519544 4407409 10002233 9595990 -5482689 -5188581 MARTHA COKER HOME, INC. IS DEDICATED TO PROVIDING HOUSING AND PERSONAL CARE SERVICES TO THE ELDERLY OR DISABLED IN THE SPIRIT OF CHRISTIAN LOVE. 0 0 6080543 7926088 THE MARTHA COKER GREEN HOUSE HOMES, LOCATED IN YAZOO COUNTY, MISSISSIPPI, PROVIDE A CARING ATMOSPHERE FOR ELDERS IN NEED OF SKILLED NURSING CARE. THIS STATE OF THE ART FACILITY HOLDS THE DISTINCTION OF BEING AMERICA'S FIRST STAND-ALONE GREEN HOUSE SKILLED NURSING FACILITY. MARTHA COKER HOME HAS ALSO BEEN DESIGNATED AN OFFICIAL EDEN ALTERNATIVE COMMUNITY, WHICH PROMOTES A LIVING ENVIRONMENT RICH IN VARIETY AND SPONTANEITY. RESIDENTS AND EMPLOYEES WORK TOGETHER AS A TEAM, AND AS A FAMILY, TO ERASE THE THREE PLAGUES OF LONELINESS, HELPLESSNESS, AND BOREDOM THAT ROB SO MANY ELDERS OF LIFE. N/A 6080543 1 0 0 1 0 0 0 0 0 0 1 0 0 0 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 36 0 1 149 1 0 0 0 0 0 0 0 0 0 0 X 16 13 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 516561 161976 CHRISTIE VANCE VICE PRES/COO 1.00 40.00 X X 0 308246 18040 JENNIFER BOWMAN EXECUTIVE DIRECTOR 40.00 X X 0 86595 551 JUNE CROW CHAIRMAN 0.25 X 0 0 0 HATTIE WILLIAMS BOARD MEMBER 0.25 X 0 0 0 FLOYD JET GRIFFIN JR BOARD MEMBER 0.25 X 0 0 0 BILL H WEST CHAIRMAN 0.25 X 0 0 0 EDWARD TAZ KETCHUM BOARD MEMBER 0.25 X 0 0 0 ROSEMARY KNOX BOARD MEMBER 0.25 X 0 0 0 VAN RAY VICE-CHAIRMAN 0.25 X 0 0 0 RITA SANDERS BOARD MEMBER 0.25 X 0 0 0 CHRISTY VANDEVERE SECRETARY 0.25 X 0 0 0 BILL SIMMONS BOARD MEMBER 0.25 X 0 0 0 JAMEY CARTER BOARD MEMBER 0.25 X 0 0 0 JUDY BOWMAN BOARD MEMBER 0.25 X 0 0 0 JULIE PAUL BOARD MEMBER 0.25 X 0 0 0 JIM ZUELZKE VICE PRESIDENT FINANCE 1.00 40.00 X 0 267667 17782 JEANNE CANTIN VICE PRESIDENT/HR 1.00 40.00 X 0 207594 17400 BRITTANY CUEVAS VICE PRESIDENT OF PHILANTHROPY 1.00 40.00 X 0 115804 16817 0 1502467 232566 0 0 1 0 MISSISSIPPI METHODIST SENIOR SERVICE PO BOX 1567 TUPELO MS 38802 MANAGEMENT 446764 UNIDINE CORPORATION PO BOX 102289 ATLANTA GA 30368 DINING SERVICES 433261 MCKESSON MEDICAL SURGICAL PO BOX 204786 DALLAS TX 753204786 HEALTHCARE SUPPLIES 142676 3 RESIDENT RENTALS 623990 7878839 7878839 OTHER 812900 30584 30584 BEAUTY SHOP SERVICES 812900 16665 16665 7926088 54206 54206 7980294 7926088 0 54206 3120438 2999244 121194 684335 684335 239709 230189 9520 446764 446764 8683 8683 497205 463805 33400 21889 3662 18227 98327 86879 11448 67114 67114 265465 236608 28857 13076 13076 1201 1201 240993 240993 266996 266996 125269 10235 115034 THERAPY CHARGES 515485 515485 MEDICAID ASSESSMENT 350051 350051 CARE RELATED SUPPLIES A 299120 299120 RAW FOOD 228924 228924 225403 148352 77051 7716447 6080543 1635904 0 -1906 1083 7700 13306 315843 474802 0 13066 13066 19745 28720 10878454 7211748 3869297 3666706 295799 209726 4519544 4407409 247698 265923 5912575 5709935 5662 464 3836298 3619668 10002233 9595990 X -5490389 -5201887 7700 13306 -5482689 -5188581 4519544 4407409 X 263847 30261 X X 0 1 X 1 0 X SCHEDUL A, PART I: THE ORGANIZATION RECEIVED A DETERMINATION LETTER FROM THE IRS STATING THAT IT IS A PUBLIC CHARITY UNDER SECTION 509(A)(2). HOWEVER, THE ORGANIZATION MAY NOT MEET THE REQUIREMENTS FOR PUBLIC CHARITY STATUS UNDER SECTION 509(A)(2). HOWEVER, SINCE IT IS A SKILLED NURSING FACILITY, IT MEETS THE REQUIREMENTS FOR A HOSPITAL UNDER SECTION 170(B)(1)(A)(III). 0 0 0 0 0 0 0 0 1 1168 1168 0 PART II-B, LINE 1: ORGANIZATION PAYS DUES TO LEADING AGE, 7% 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. 203085 203085 8782118 5809344 2972774 1453820 1153811 300009 439431 248593 190838 3666706 ACCOUNTS PAYABLE INTERFUND 3572358 REFUNDABLE DEPOSITS 27229 ACCRUED INTEREST 20081 3619668 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 516561 0 0 0 0 0 154671 0 7305 0 678537 0 0 CHRISTIE VANCE VICE PRES/COO 0 308246 0 0 0 0 0 0 0 18040 0 326286 0 0 JIM ZUELZKE VICE PRESIDENT FINANCE 0 267667 0 0 0 0 0 0 0 17782 0 285449 0 0 JEANNE CANTIN VICE PRESIDENT/HR 0 207594 0 0 0 0 0 0 0 17400 0 224994 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 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 7489041 MS BUSINESS FINANCE CORP REFUNDING OF 2010 SERIES OF BONDS 0 0 0 A 1041692 7489041 187349 7301692 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 XI, LINE 9: DESIGNATED GIFTS TRANSFERRED 30,263. ROUNDING -2. 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 INC 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 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 GOLDEN TRIANGLE AREA INC PO BOX 1567 TUPELO MS 38802 640794146 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 INC PO BOX 1567 TUPELO MS 38802 640725882 HOUSING MS 501(C)(3) LINE 10 MMSS 0 0 0 1 0 1 0 0 0 0 0 0 0 1 1 1 1 0 0 0