2025-11-13T13:17:16-06:00 2024-12-31 201941244 HORNE 661 SUNNYBROOK ROAD STE 100 RIDGELAND MS 39157 990 2024-01-01 640746770 UNITED METHODIST SENIOR SERVICES HEALTH CARE INC UNIT 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 19312108 0 X WWW.MSS.ORG X 1976 MS UNITED METHODIST SENIOR SERVICES HEALTH CARE'S MISSION IS TO PROVIDE HOUSING AND PERSONAL CARE SERVICES TO THE ELDERLY OR DISABLED IN THE SPIRIT OF CHRISTIAN LOVE. 19 16 305 16 0 0 0 0 16729476 19019071 98205 126228 45550 166809 16873231 19312108 0 0 0 0 8950866 9078189 0 0 0 9439453 9095257 18390319 18173446 -1517088 1138662 7183967 6747688 11041076 9466136 -3857109 -2718448 X UNITED METHODIST SENIOR SERVICES OF COLUMBUS AREA'S MISSION IS TO PROVIDE HOUSING AND PERSONAL CARE SERVICES TO THE ELDERLY OR DISABLED IN THE SPIRIT OF CHRISTIAN LOVE. 0 0 13970282 19184407 CEDARS HEALTH CENTER PROVIDES 24-HOUR PHYSICIAN-AUTHORIZED NURSING AND REHABILITATION CARE WITH A FULL RANGE OF SERVICES AND AMENITIES, INCLUDING: PHYSICIAN SERVICES, PHYSICAL THERAPY, OCCUPATIONAL THERAPY, SPEECH THERAPY, THREE WELL-BALANCED MEALS, DAILY HOUSEKEEPING AND LINEN SERVICE, BEAUTY/BARBER SHOP SERVICES, BATHING/GROOMING ASSISTANCE, DAILY RECREATION ACTIVITIES, LOUNGE AREA WITH BIG SCREEN TVS, READING MATERIALS, AND FULLTIME CHAPLAIN SERVICE. CEDARS HEALTH CENTER IS NEWLY RENOVATED TO OFFER SPECIALIZED, COMPREHENSIVE SHORT-TERM REHABILITATION WHEN RESIDENTS NEED ADDITIONAL HELP FOLLOWING A HOSPITAL STAY BEFORE RETURNING HOME. A PERSONALIZED REHABILITATION CARE PLAN IS ESTABLISHED UPON ADMISSION TO CEDARS, AND EVERY MEMBER OF A RESIDENT'S CARE TEAM WORKS WITH THEM TO ACHIEVE THEIR GOAL OF RETURNING HOME AT THEIR FORMER LEVEL OF ACTIVITY. 13970282 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 43 0 1 305 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 ANDY RAY BOARD MEMBER 0.25 X 0 0 0 LINDA RICE BOARD MEMBER 0.25 X 0 0 0 MICHELLE POWELL BOARD MEMBER 0.25 X 0 0 0 LETICIA GASSAWAY BOARD MEMBER 0.25 X 0 0 0 JO MARK BOARD MEMBER 0.25 X 0 0 0 KAY COLLINS BOARD MEMBER 0.25 X 0 0 0 DANA FINCH BOARD MEMBER 0.25 X 0 0 0 MITCH ELLETT BOARD MEMBER 0.25 X 0 0 0 PAUL MIZE III BOARD MEMBER 0.25 X 0 0 0 RANDY BURCHFIELD BOARD MEMBER 0.25 X 0 0 0 THOMAS D MURRY BOARD MEMBER 0.25 X 0 0 0 BILL HINES CHAIRMAN 0.25 X 0 0 0 BILL H WEST CHAIRMAN 0.25 X 0 0 0 JERONE LACKING EXECUTIVE DIRECTOR 20.00 20.00 X X 0 133443 9369 STEVE MCALILLY PRESIDENT/CEO 1.00 40.00 X X 0 516561 161976 KATHRYN BARROW SECRETARY 0.25 X 0 0 0 LYNNE MIZE VICE CHAIRMAN 0.25 X 0 0 0 CHRISTIE VANCE VICE PRES/COO 1.00 40.00 X X 0 308246 18040 P K THOMAS 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 TAMALA MARTIN ADMINISTRATOR- NURSING HOM 40.00 X 0 142423 16986 0 1691738 258370 1 0 1 0 UNIDINE CORPORATION PO BOX 102289 ATLANTA GA 30368 DINING SERVICES 1869443 MISSISSIPPI METHODIST SENIOR SERVICE PO BOX 1567 TUPELO MS 38802 MANAGEMENT 1054076 SHIFTKEY LLC PO BOX 735913 DALLAS TX 753735913 SCHEDULING 474204 HEALTHCARE SERVICES GROUP INC 3220 TILLMAN DRIVE SUITE 300 BENSALEM PA 19020 HOUSEKEEPING/ LAUNDRY SERVICES 361915 MC KESSON MEDICAL SURGICAL PO BOX 204786 DALLAS TX 753204786 DELIVERY 292986 5 ROUTINE SERVICES 623990 18905173 18905173 OTHER SERVICES 812900 91015 91015 BEAUTY SHOP SERVICES 812900 21410 21410 GUEST MEALS 722513 1473 1473 19019071 126228 126228 INSURANCE PROCEEDS 623990 166809 166809 166809 19312108 19184407 0 127701 X 7039046 6399924 639122 1503799 1503799 535344 483248 52096 1054076 1054076 168065 168065 8683 8683 2017939 1949501 68438 29132 3747 25385 179139 157739 21400 155900 155900 445934 401612 44322 29846 15441 14405 3070 3070 208095 208095 636916 636916 294281 33449 260832 THERAPY CHARGES 1413439 1413439 SUPPLIES 1054348 1054348 RAW FOOD 733063 733063 BAD DEBT EXPENSE 241193 241193 422138 238567 183571 18173446 13970282 4203164 0 502 502 1303252 1308072 10308 10308 24844 86753 18656361 13508940 5649120 5147421 195941 194632 7183967 6747688 541604 622946 4740567 4401034 86845 55600 5672060 4386556 11041076 9466136 X -3857109 -2718448 -3857109 -2718448 7183967 6747688 X 1138662 -1 X X 0 1 X 1 0 X SCHEDULE 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 2726 2726 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 AHCA, 30% OF THESE DUES HAVE BEEN DEEMED AS USED FOR LOBBYING PURPOSES. ORGANIZATION PAYS DUES TO MHCA, 20% OF THESE DUES HAVE BEEN DEEMED AS USED FOR LOBBYING PURPOSES. 8150 8150 14970577 10655949 4314628 3063997 2310128 753869 613637 542863 70774 5147421 DUE TO AFFILIATES 4226640 RESIDENTS' REFUNDABLE DEPOSITS 47616 ACCRUED INTEREST ON BONDS 16947 ACCRUED INTEREST EXPENSE 18 ESTIMATED THIRD PARTY SETTLEMENTS 95335 4386556 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 TAMALA MARTIN ADMINISTRATOR- NURSING HOM 0 142423 0 0 0 0 0 0 0 16986 0 159409 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 605279LY2 2014-12-10 7382474 MS BUSINESS FINANCE CORP REFUNDING OF 2004 SERIES BOND ISSUE 0 0 0 A 1850752 7382474 128794 7253680 0 0 1 1 A 0 0 0 0 0 0 0 A 1 0 0 0 0 0 A 0 SCHEDULE K - PURPOSE OF ISSUE DESCRIPTION MS BUSINESS FINANCE CORP. REFUNDING OF 2004 SERIES BOND ISSUE 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: PROGRAM SERVICE EXPENSES 1,949,501. MANAGEMENT AND GENERAL EXPENSES 68,438. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 2,017,939. FORM 990, PART XI, LINE 9: DESIGNATED GIFTS TRANSFERRED ROUNDING -1. 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 CAMPGROUND RETIREMENT HOME PO BOX 1567 TUPELO MS 38802 640429943 HOUSING MS 501(C)(3) PF 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 WESLEY MANOR RETIREMENT COMMUNITY INC 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 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