2025-11-13T13:17:27-06:00 2024-12-31 201941244 HORNE LLP 661 SUNNYBROOK ROAD STE 100 RIDGELAND MS 39157 990 2024-01-01 640725882 WESLEY MANOR RETIREMENT COMMUNITY WESL 6628448977 P O 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 P O BOX 1567 TUPELO MS 38802 1064676 0 X WWW.MSS.ORG X 1986 MS WESLEY MANOR RETIREMENT COMMUNITY'S MISSION IS TO PROVIDE HOUSING AND PERSONAL CARE SERVICES TO THE ELDERLY OR DISABLED IN THE SPIRIT OF CHRISTIAN LOVE. 17 14 9 51 0 0 0 0 934373 1057307 5917 7369 0 0 940290 1064676 0 0 0 0 308075 327754 0 0 0 803098 803441 1111173 1131195 -170883 -66519 1005477 952998 3626104 3640146 -2620627 -2687148 X WESLEY MANOR RETIREMENT COMMUNITY IS DEDICATED TO PROVIDING HOUSING AND PERSONAL CARE SERVICES TO THE ELDERLY OR DISABLED IN THE SPIRIT OF CHRISTIAN LOVE. 0 0 725324 1056192 WESLEY MANOR RETIREMENT COMMUNITY, INC. IS A 60-UNIT APARTMENT FACILITY FOR THE ELDERLY OR DISABLED. THE RETIREMENT LIVING APARTMENTS AT WESLEY MANOR ARE PERFECT FOR THOSE WITH AN ACTIVE LIFESTYLE OR THOSE WHO ARE LOOKING TO SCALE BACK. NESTLED AMONG THE WHISPERING PINES SO ABUNDANT TO THE AREA, WESLEY MANOR RETIREMENT COMMUNITY IS LOCATED IN HATTIESBURG, A CERTIFIED RETIREMENT COMMUNITY RECOGNIZED AS ONE OF THE "TOP 100 RETIREMENT TOWNS IN AMERICA" BY WHERE TO RETIRE MAGAZINE AND "BEST PLACES TO RETIRE" BY DAVID SAVAGEAU. EASY RETIREMENT LIVING IN A CITY RECOGNIZED FOR ITS SERVICES TO SENIORS IS READILY FOUND AT WESLEY MANOR. COMFORT, CONVENIENCE AND AFFORDABILITY MAKE WESLEY MANOR AN APPEALING OPTION FOR RETIREES WHO WANT A FRIENDLY ENVIRONMENT FOR THEIR ACTIVE, INDEPENDENT LIFESTYLE. RETIREMENT LIVING HERE AFFORDS RESIDENTS THE OPPORTUNITY TO BECOME INVOLVED IN PROGRAMS, BOTH EDUCATIONAL AND ENTERTAINING, THROUGH THE UNIVERSITY OF SOUTHERN MISSISSIPPI AND WILLIAM AND CAREY UNIVERSITY WHO CALL HATTIESBURG HOME. WESLEY MANOR IS MUCH MORE THAN A PLCAE TO RETIRE. IT OFFERS RESIDENTS AFFORDABLE, CLEAN, ATTRACTIVE SURROUNDINGS. THE KIND, ATTENTIVE STAFF STRIVE TO CREATE A WARM, FAMILY ATMOSPHERE. NUMEROUS PORCHES AND MANICURED GROUNDS INVITE SEASONAL OUTDOOR RELAXATION. GROCERIES, SHOPPING MALLS, AND MEDICAL FACILITIES ARE JUST MINUTES AWAY, OR RESIDENTS CAN RELAX RIGHT AT HOME WITH DAILY SOCIAL ACTIVITIES, IN-HOUSE MOVIES AT THE TOM THUMB THEATER, AND WEEKLY WORSHIP SERVICES. N/A N/A 725324 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 1 0 0 0 0 0 0 1 0 0 0 1 28 0 1 9 1 0 0 0 0 0 0 0 0 0 0 X 17 14 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 THOMPSON EXECUTIVE DIRECTOR 20.00 20.00 X X 0 105698 672 BRUCE CALCOTE BOARD MEMBER 0.25 X 0 0 0 JEAN ANNE POTIN BOARD MEMBER 0.25 X 0 0 0 CHRISTY CHAIN VICE-CHAIR 0.25 X 0 0 0 LEE GERALD DAVIS BOARD MEMBER 0.25 X 0 0 0 LINDA EATON BOARD MEMBER 0.25 X 0 0 0 ANN L GRIFFIN BOARD MEMBER 0.25 X 0 0 0 COTY PRIMEAUX BOARD MEMBER 0.25 X 0 0 0 NANCY SHOWS BOARD MEMBER 0.25 X 0 0 0 JEFF SIMS CHAIRMAN 0.25 X 0 0 0 PATRICIA SMITH BOARD MEMBER 0.25 X 0 0 0 KATHY SMITH BOARD MEMBER 0.25 X 0 0 0 ERIC DAVIS BOARD MEMBER 0.25 X 0 0 0 BILL H WEST CHAIR 0.25 X 0 0 0 LUCY SANGUINETTI SECRETARY 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 1521570 232687 0 0 1 0 UNIDINE CORPORATION PO BOX 102289 ATLANTA GA 30368 DINING SERVICES 408217 1 RENTALS 623990 1001469 1001469 OTHER SERVICES 623990 28430 28430 BEAUTY SHOP 623990 12236 12236 HOUSEKEEPING 623990 7305 7305 FOOD SERVICE 722513 6582 6582 1285 170 1115 1057307 7369 7369 1064676 1056192 0 8484 245688 94746 150942 63211 63211 18855 7204 11651 67041 67041 8683 8683 72936 68384 4552 36471 36471 39280 30816 8464 7722 7722 167163 152859 14304 2637 2637 1074 1074 66294 66294 105821 105821 26006 13160 12846 RAW FOOD 88266 88266 MAINTENANCE SERVICES 79323 79323 MISCELLANEOUS 16659 8910 7749 BAD DEBT EXPENSE 4517 4517 13548 5024 8524 1131195 725324 405871 0 45 562 19449 20927 8364 8364 7579 10978 4386890 3548417 908959 838473 61081 73694 1005477 952998 45304 49206 1545246 1434070 30049 12615 2005505 2144255 3626104 3640146 X -2620627 -2687148 -2620627 -2687148 1005477 952998 X -66519 -2 X X 0 1 X 1 0 X 84776 84776 926192 970889 875957 934057 1056192 4763287 1796 3488 5167 316 1115 11882 927988 1059153 881124 934373 1057307 4859945 0 383703 443544 390563 405362 437561 2060733 383703 443544 390563 405362 437561 2060733 2799212 1464 2664 5261 5917 7369 22675 1464 2664 5261 5917 7369 22675 929452 1061817 886385 940290 1064676 4882620 0.57330 0.56740 0.00460 0.00360 X 0 0 0 0 0 0 0 0 1 39 39 0 PART II-B, LINE 1: ORGANIZATION PAYS DUES TO LEADING AGE, 7% OF THESE DUES HAVE BEEN DEEMED AS USED FOR LOBBYING PURPOSES. 185479 185479 3103724 2666055 437669 861168 655318 205850 236519 227044 9475 838473 DUE FROM AFFILIATE 13683 REFUNDABLE DEPOSITS 13849 CURRENT PORTION OF BOND SINKING FUND 16162 INVESTMENT IN REAL ESTATE 30000 73694 DUE TO AFFILIATE 2096560 RESIDENTS' REFUNDABLE DEPOSITS 42275 ACCRUED INTEREST ON BONDS PAYABLE 5420 2144255 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 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. A MISSISSIPPI BUSINESS FINANCE CORP 640679130 605279LY2 2014-12-10 2387039 MISSISSIPPI BUSINESS FINANCE CORP REFUNDING OF 1999 BOND ISSUE 0 0 0 A 607101 2325000 2387039 42328 19711 0 0 1 1 A 0 0 0 0 0 0 0 A 1 0 0 0 0 0 A 0 JENNIFER THOMPSON CHARLES THOMPSON IS THE HUSBAND OF BOARD MEMBER/DIRECTOR JENNIFER THOMPSON 26555 CHARLES THOMPSON OWNS THOMPSON HEATING AND AIR, WHICH PROVIDES REPAIR SERVICES AND HVACS 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: 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 REITIREMENT SYSTEMS INC PO BOX 1567 TUPELO MS 38802 640695672 HOUSING MS 501(C)(3) LINE 10 MMSS 0 HATTIESBURG AREA SENIOR SERVICES INC PO BOX 1567 TUPELO MS 38802 640679922 HOUSING MS 501(C)(3) LINE 10 MMSS 0 LAUDERDALE SENIOR SERVICES INC PO BOX 1567 TUPELO MS 38802 640678962 HOUSING MS 501(C)(3) LINE 10 MMSS 0 MS METHODIST SENIOR SERVICES INC PO BOX 1567 TUPELO MS 38802 646026549 HOUSING MS 501(C)(3) LINE 7 N/A 0 SEASHORE CAMPGROUNDS RETIREMENT HOME PO BOX 1567 TUPELO MS 38802 640429943 HOUSING MS 501(C)(3) PF MMSS 0 UMSS HEALTHCARE INC PO BOX 1567 TUPELO MS 38802 640746770 HOUSING MS 501(C)(3) LINE 3 MMSS 0 UMSS OF CLARKSDALE AREA INC PO BOX 1567 TUPELO MS 38802 640746772 HOUSING MS 501(C)(3) LINE 10 MMSS 0 UMSS OF CLAY COUNTY INC PO BOX 1567 TUPELO MS 38802 640838016 HOUSING MS 501(C)(3) LINE 10 MMSS 0 UMSS OF COLUMBUS AREA INC PO BOX 1567 TUPELO MS 38802 640746773 HOUSING MS 501(C)(3) LINE 10 MMSS 0 UMSS OF DESOTO COUNTY INC PO BOX 1567 TUPELO MS 38802 640850515 HOUSING MS 501(C)(3) LINE 10 MMSS 0 UMSS OF JACKSON AREA INC PO BOX 1567 TUPELO MS 38802 640841734 HOUSING MS 501(C)(3) LINE 10 MMSS 0 UMSS OF TUPELO AREA INC PO BOX 1567 TUPELO MS 38802 640746771 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 0 0 1 1 0 0 0 0 0 0 0 1 1 1 1 1 0 0