2016-11-14T11:27:40-06:00 2015-12-31 BKD LLP 190 E Capitol Street Ste 500 Jackson MS 392012190 990 2015-01-01 640746772 United Methodist Senior Services of Clarksdale Area Inc % CHRISTIE VANCE UNIT 6628448977 PO Box 1567 Tupelo MS 38802 CHRISTIE VANCE VP FOR FINANCE 6628448977 2016-11-15 true Mary F Overstreet CPA P01270094 6019486700 2016-11-15 2015 2017-02-10 21:41:12Z STEVE MCALILLY PO BOX 1567 TUPELO MS 38802 1001933 false X www.mss.org X 1987 MS UNITED METHODIST SENIOR SERVICES OF CLARKSDALE AREA'S MISSION IS TO PROVIDE HOUSING AND PERSONAL CARE SERVICES TO THE ELDERLY OR DISABLED IN THE SPIRIT OF CHRISTIAN LOVE. 16 13 0 117 0 0 0 1165965 996907 8874 5026 0 0 1174839 1001933 0 0 0 0 645398 640886 0 0 15766 698143 699657 1343541 1340543 -168702 -338610 1614324 1562124 868820 971503 745504 590621 UNITED METHODIST SENIOR SERVICES OF CLARKSDALE AREA IS DEDICATED TO PROVIDING HOUSING AND PERSONAL CARE SERVICES TO THE ELDERLY OR DISABLED IN THE SPIRIT OF CHRISTIAN LOVE. false false 880597 813458 FLOWERS MANOR PROVIDES HOUSING AND RELATED SERVICES FOR THE ELDERLY IN CLARKSDALE, MISSISSIPPI THROUGH HIGHLY QUALIFIED AND DEDICATED STAFF AND A VARIETY OF DAILY ACTIVITIES THAT RESPOND TO THE SOCIAL, SPIRITUAL, AND PHYSICAL NEEDS OF RESIDENTS. FLOWERS MANOR PERSONAL CARE APARTMENTS OFFER A WONDERFUL ALTERNATIVE FOR MAINTAINING INDEPENDENCE AND PRIVACY IN A WARM AND ENJOYABLE ATMOSPHERE, WHILE RECEIVING THE DAILY ASSISTANCE RESIDENTS MAY NEED. AS HEALTHCARE NEEDS BEGIN TO CHANGE, IT IS COMFORTING TO KNOW THAT THIS LEVEL OF CARE OFFERS, ON A DAILY BASIS, THREE MEALS A DAY, MEDICATION MONITORING, DAILY HOUSEKEEPING AND ASSISTANCE WITH GROOMING. RELIEVED FROM THE ADDED CONCERNS OF DAILY LIVING, RESIDENTS CAN INCREASE THEIR LEISURE ACTIVITIES AND PLEASURE. THEIR DIGNITY AND HAPPINESS ARE FLOWERS MANOR'S PRIMARY CONCERNS. 89342 163593 FLOWERS COTTAGES PROVIDES HOUSING TO THOSE OLDER ADULTS THAT DESIRE TO OWN THEIR OWN HOME WITHOUT THE HASSLE OF MAINTENANCE. THE BEAUTIFUL COTTAGES ARE OFFERED THROUGH A LIFE USE CONTRACT. RESIDENTS CAN ENJOY RETIREMENT WITHOUT HAVING TO WORRY ABOUT ROUTINE MAINTENANCE OR EXTRAORDINARY REPAIR COSTS. RESIDENTS CAN EXPERIENCE INDEPENDENCE AND THE NOT-FOR-PROFIT DIFFERENCE IN A CHRISTIAN COMMUNITY OF SENIOR ADULTS. UNLIKE TRADITIONAL HOME OWNERSHIP, A LIFE USE FEE ALLOWS THE RESIDENT TO LIVE IN THE COTTAGE AT A REDUCED RATE AND GIVES RESIDENTS PRIORITY PLACEMENT IF THEY LATER NEED A HIGHER LEVEL OF CARE. 969939 true false false false false false false false false false true false false false true false false true false false false false false false false false false false false true false false false false false false false false false false false false false true false false false true 0 0 0 false false false false false false false false false false X 16 13 false true false false true true true true true false false true true true true true false false false false X CHRISTIE VANCE 6628448977 PO BOX 1567 Tupelo MS 38802 Bennie Daniels Jr Chairman 0.25 0.0 X X 0 0 0 Mary Wilkinson Executive Director 40.0 0.0 X X 0 59455 12530 Alan Brown Vice President & COO 0.0 40.0 X X 0 235695 13730 Steve McAlilly President & CEO 0.0 40.0 X X 0 346562 14485 Charles Langford Board Member 0.25 0.0 X 0 0 0 Beth Pegram Board Member 0.25 0.0 X 0 0 0 Manuel Peters Board Member 0.25 0.0 X 0 0 0 Jean Owen Board Member 0.25 0.0 X 0 0 0 Scott Spradling Vice-Chairman 0.25 0.0 X X 0 0 0 Everett Youngblood Board Member 0.25 0.0 X 0 0 0 Maggie Tyner Board Member 0.25 0.0 X 0 0 0 Diane Eubanks Board Member 0.25 0.0 X 0 0 0 Pat Robinette Board Member 0.25 0.0 X 0 0 0 Hal Fiser Board member 0.25 0.0 X 0 0 0 Bob Ellard Board Member 0.25 0.0 X 0 0 0 Thomas Butch H Scipper Chairman 0.25 0.0 X X 0 0 0 Jeanne Cantin VP for HR Benefits 0.0 40.0 X 0 157237 13196 Christie Vance VP for Finance 0.0 40.0 X 0 216577 13600 0 1015526 67541 0 false true false 0 0 Resident & Patient Service Revenue 623000 942876 942876 Food Service 722514 8426 8426 Employee & Guest Meals 722514 19856 19856 Other Services 900099 25749 25749 996907 5026 5026 0 0 0 0 0 0 0 0 0 0 1001933 977051 24882 0 0 0 0 0 0 482383 381104 101279 0 118182 118182 40321 32026 8295 67342 67342 0 8782 8782 0 0 0 90831 85174 5657 15766 15766 26803 19666 7137 1783 1783 0 184627 184627 1138 1138 0 0 0 0 164208 164208 31412 1973 29439 Raw Food 92092 92092 MAINTENANCE SERVICES 26253 25998 255 ADMINISTRATIVE CHARGE 20697 20697 EXPENSE REIMBURSEMENT -43421 -22724 -20697 11344 5795 5549 1340543 969939 354838 15766 1130 800 844 1 0 0 5867 9592 0 0 0 0 353951 434716 8969 8977 3445 3735 5521782 4419701 1237896 1102081 0 0 0 0 0 0 0 0 2222 2222 1614324 1562124 133845 111594 0 0 48548 53474 0 0 0 0 0 0 147196 137572 0 0 539231 668863 868820 971503 X 745504 590621 0 0 0 0 745504 590621 1614324 1562124 X -338610 183727 X false true X true false X 0 0 0 0 0 0 1412851 1315986 1155960 1151864 977051 6013712 15500 17506 15298 14101 19856 82261 0 0 1428351 1333492 1171258 1165965 996907 6095973 0 604005 563892 495288 493050 496207 2652442 604005 563892 495288 493050 496207 2652442 3443531 9625 10530 8851 8874 5026 42906 0 9625 10530 8851 8874 5026 42906 0 0 1437976 1344022 1180109 1174839 1001933 6138879 0.56094 0.57303 0.00699 0.00711 X 122600 122600 4559615 3707886 851729 397762 306756 91006 441805 405059 36746 1102081 0 Due to Affiliate 646275 Residents' Refundable Deposits 22588 668863 1045354 43421 43421 1001933 1001933 1383964 1383964 -43421 -43421 1340543 PART X, LINE 2: MANAGEMENT HAS EVALUATED THE COMPANY'S INCOME TAX POSITIONS UNDER THE GUIDANCE INCLUDED IN ASC 740. BASED ON THEIR REVIEW, MANAGEMENT HAS NOT IDENTIFIED ANY MATERIAL UNCERTAIN TAX POSITIONS TO BE RECORDED OR DISCLOSED IN THE FINANCIAL STATEMENTS. PART XI, LINE 2D: INTERFUND EXPENSE REIMBURSEMENTS OF 43,421 ARE INCLUDED IN REVENUE ON THE FINANCIAL STATEMENTS BUT INCLUDED IN EXPENSES ON THE RETURN. PART XII, LINE 4B: INTERFUND EXPENSE REIMBURSEMENTS OF (43,421) ARE INCLUDED IN REVENUE ON THE FINANCIAL STATEMENTS BUT INCLUDED IN EXPENSES ON THE RETURN. false false false false false false false false false Alan Brown Vice President & COO 0 235695 0 0 0 0 0 0 0 13730 0 249425 0 0 Steve McAlilly President & CEO 0 346562 0 0 0 0 0 0 0 14485 0 361047 0 0 Jeanne Cantin VP for HR Benefits 0 157237 0 0 0 0 0 0 0 13196 0 170433 0 0 Christie Vance VP for Finance 0 216577 0 0 0 0 0 0 0 13600 0 230177 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. CHANGES IN COMPENSATION ARE APPROVED BY THE EXECUTIVE COMMITTEE. FORM 990, PART VI, SECTION A, LINE 3: The corporation'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 (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 purposes 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 subsidiary corporations, sharing responsibility for the welfare of the whole. FORM 990, PART VI, SECTION B, LINE 11B: THE FORM 990 IS PREPARED BY A CPA FIRM AND REVIEWED BY THE VP FOR FINANCE. IT IS THEN POSTED TO THE MISSISSIPPI METHODIST SENIOR SERVICES,INC. INTRA-NET AND MADE AVAILABLE TO ALL BOARD MEMBERS FOR REVIEW PRIOR TO FILING WITH THE IRS. FORM 990, PART VI, SECTION B, LINE 12C: A FORM IS COMPLETED ANNUALLY BY OFFICERS, DIRECTORS, AND KEY EMPLOYEES THAT DISCLOSES INTERESTS THAT COULD GIVE RISE TO CONFLICTS. THESE FORMS ARE REVIEWED BY A COMPLIANCE OFFICER. PERSONS WITH CONFLICTS OF INTERESTS ARE EXCLUDED FROM BOARD DELIBERATION AND ABSTAIN FROM ANY DECISIONS WHERE THE CONFLICT EXISTS. Form 990, Part VI, Section B, Line 14: The organization does not have a formal written document retention and destruction policy, but it does follow informal procedures regarding such matters. FORM 990, PART VI, SECTION B, LINE 15: 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 B, LINE 19: All documents are available upon request. FORM 990, PART XI, LINE 9: INTERFUND TRANSFERS: 183,727 MARTHA COKER HOME INC PO BOX 1567 TUPELO MS 38802 208981712 HOUSING MS 501(C)(3) 9 MMSS false WESLEY MANOR RETIREMENT COMMUNITY INC PO BOX 1567 TUPELO MS 38802 640725882 HOUSING MS 501(C)(3) 9 MMSS false UMSS OF TUPELO AREA INC PO BOX 1567 TUPELO MS 38802 640746771 HOUSING MS 501(C)(3) 9 MMSS false UMSS OF JACKSON AREA INC PO BOX 1567 TUPELO MS 38802 640841734 HOUSING MS 501(C)(3) 9 MMSS false UMSS OF GOLDEN TRIANGLE AREA INC PO BOX 1567 TUPELO MS 38802 640794146 HOUSING MS 501(C)(3) 9 MMSS false UMSS OF DESOTO COUNTY INC PO BOX 1567 TUPELO MS 38802 640850515 HOUSING MS 501(C)(3) 9 MMSS false UMSS OF COLUMBUS AREA INC PO BOX 1567 TUPELO MS 38802 640746773 HOUSING MS 501(C)(3) 9 MMSS false UMSS OF CLAY COUNTY INC PO BOX 1567 TUPELO MS 38802 640838016 HOUSING MS 501(C)(3) 9 MMSS false UMSS HEALTH CARE INC PO BOX 1567 TUPELO MS 38802 640746770 HOUSING MS 501(C)(3) 9 MMSS false MISSISSIPPI METHODIST SENIOR SERVICES I PO BOX 1567 TUPELO MS 38802 646026549 HOUSING MS 501(C)(3) 7 NA false SEASHORE CAMPGROUNDS RETIREMENT HOME IN PO BOX 1567 TUPELO MS 38802 640429943 HOUSING MS 501(C)(3) PF NA false MERIDIAN SENIOR SERVICES INC PO BOX 1567 TUPELO MS 38802 640740810 HOUSING MS 501(C)(3) 9 MMSS false LAUDERDALE SENIOR SERVICES INC PO BOX 1567 TUPELO MS 38802 640678962 HOUSING MS 501(C)(3) 9 MMSS false HATTIESBURG AREA SENIOR SERVICES INC PO BOX 1567 TUPELO MS 38802 640679922 HOUSING MS 501(C)(3) 9 MMSS false GREENE COUNTY RETIREMENT SYSTEMS INC PO BOX 1567 TUPELO MS 38802 640695672 HOUSING MS 501(C)(3) 9 MMSS false DUGAN MEMORIAL HOME INC PO BOX 1567 TUPELO MS 38802 943426425 HOUSING MS 501(C)(3) 9 MMSS false ALDERSGATE RETIREMENT COMMUNITY INC PO BOX 1567 TUPELO MS 38802 640717548 HOUSING MS 501(C)(3) 9 MMSS false ALDERSGATE PERSONAL CARE INC PO BOX 1567 TUPELO MS 38802 640835284 HOUSING MS 501(C)(3) 9 MMSS false false true true false true false false false false false false false true false false false false false false