2025-11-13T13:15:03-06:00 2024-12-31 201941244 HORNE 661 SUNNYBROOK ROAD STE 100 RIDGELAND MS 39157 990 2024-01-01 640841734 UNITED METHODIST SENIOR SERVICES OF JACKSON AREA 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 4267448 0 X WWW.MSS.ORG X 1996 MS UNITED METHODIST SENIOR SERVICES OF JACKSON AREA'S MISSION IS TO PROVIDE HOUSING AND PERSONAL CARE SERVICES TO THE ELDERLY OR DISABLED IN THE SPIRIT OF CHRISTIAN LOVE. 21 18 79 984 0 0 0 0 3579773 4232836 20091 24449 0 10163 3599864 4267448 0 0 0 0 1743877 2003614 0 0 0 2583289 2542491 4327166 4546105 -727302 -278657 4437472 4390849 7193397 7413356 -2755925 -3022507 UNITED METHODIST SENIOR SERVICES OF JACKSON AREA'S MISSION IS TO PROVIDE HOUSING AND PERSONAL CARE SERVICES TO THE ELDERLY OR DISABLED IN THE SPIRIT OF CHRISTIAN LOVE. 0 0 2337009 3225802 RIGGS MANOR OFFERS A WARM, FAMILY-LIKE ATMOSPHERE IN A BEAUTIFUL COUNTRY SETTING IN RAYMOND, MISSISSIPPI. RIGGS MANOR OFFERS INDEPENDENT AND ASSISTED LIVING APARTMENTS. BECAUSE HEALTHCARE NEEDS ARE INEVITABLE TO CHANGE, THERE IS STAFF AVAILABLE TO CARE FOR RESIDENTS AT THEIR REQUIRED LEVEL OF CARE, INCLUDING THREE MEALS A DAY, MEDICATION MONITORING, DAILY HOUSEKEEPING, AND ASSISTANCE WITH GROOMING. 167922 182698 RIGGS MANOR GARDEN HOMES ARE PART OF RIGGS MANOR INDEPENDENT COTTAGE LIVING. COTTAGES ARE OFFERED THROUGH A LIFE USE CONTRACT OR ANNUAL LEASE AND AGREEMENT WITH MONTH TO MONTH RENTAL PAYMENTS. RESIDENTS FIND INDEPENDENCE AND COMFORT IN A SPACIOUS SETTING. EACH HOME FEATURES TWO OR THREE BEDROOMS WITH TWO BATHS AND AMPLE STORAGE. VAULTED CEILINGS AND NUMEROUS WINDOWS ENCOURAGE SUNLIGHT TO FILL THE ROOMS. RIGGS MANOR OFFERS A VARIETY OF FLOOR PLANS FROM WHICH TO CHOOSE WHEN DECIDING ON A GARDEN HOME. 923583 833095 RIGGS MANOR GREEN HOUSE HOMES ARE PART OF RIGGS MANOR ASSISTED LIVING HOUSING. THESE HOMES WERE THE FIRST ASSISTED LIVING GREEN HOUSE HOMES TO BE BUILT IN THE NATION. THEY OFFER A WONDERFUL ALTERNATIVE FOR THOSE WHO DESIRE A MORE INTIMATE ATMOSPHERE WHILE MAINTAINING A DEGREE OF INDEPENDENCE AND PRIVACY. EACH HOME CONSISTS OF TEN PRIVATE BEDROOMS WITH PRIVATE BATHROOMS SURROUNDING A SPACIOUS LIVING AREA COMPLETE WITH A FIREPLACE, LARGE KITCHEN AND DINING TABLE WHERE MEALS ARE SERVED FAMILY STYLE. THE AROMA OF HOME-COOKED MEALS FILLS THE AIR AS STAFF (AND RESIDENTS WHO WISH TO HELP) PREPARE THREE HOME-COOKED MEALS A DAY. AS HEALTHCARE NEEDS CHANGE, THIS LEVEL OF CARE OFFERS MANY OF THE DAILY SERVICES REQUIRED, BUT DOES SO IN A COZY HOME-LIKE ATMOSPHERE. 3428514 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 68 0 1 79 1 0 0 0 0 0 0 0 0 0 0 X 21 18 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 WENDY WELCH-COCKRELL EXECUTIVE DIRECTOR 40.00 X X 0 75612 16561 HAMP DYE CHAIRMAN 0.25 X 0 0 0 JACKIE GRANBERRY SECRETARY 0.25 X 0 0 0 THOMAS EDWARD JOINER BOARD MEMBER 0.25 X 0 0 0 MARVIN MOAK BOARD MEMBER 0.25 X 0 0 0 VERNON MUSE BOARD MEMBER 0.25 X 0 0 0 CYNTHIA PARKER BOARD MEMBER 0.25 X 0 0 0 FRANK SUTTON BOARD MEMBER 0.25 X 0 0 0 DEBORAH NICHOLS BOARD MEMBER 0.25 X 0 0 0 CAROL WALKER BOARD MEMBER 0.25 X 0 0 0 CYNTHIA STREET BOARD MEMBER 0.25 X 0 0 0 LOUANNE LANGSTON BOARD MEMBER 0.25 X 0 0 0 JOE MAY BOARD MEMBER 0.25 X 0 0 0 BILL H WEST CHAIRMAN/EX OFFICIO 0.25 X 0 0 0 AUBREY BARNETTE BOARD MEMBER 0.25 X 0 0 0 NANCY LEE BOARD MEMBER 0.25 X 0 0 0 JIMMY CRIDDLE BOARD MEMBER 0.25 X 0 0 0 ALICE GORMAN BOARD MEMBER 0.25 X 0 0 0 ISLA TULLOS 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 1491484 248576 0 0 1 0 UNIDINE CORPORATION PO BOX 102289 ATLANTA GA 30368 DINING SERVICES 823414 MISSISSIPPI METHODIST SENIOR SERVICES I PO BOX 1567 TUPELO MS 38801 MANAGEMENT 282066 2 RENTALS 623990 3944455 3944455 OTHER SERVICES 812900 223622 223622 BEAUTY SHOP 812900 40176 40176 FOOD SERVICE 722513 17474 17474 HOUSEKEEPING SERVICE 812900 5705 5705 1404 1404 4232836 24449 24449 INSURANCE PROCEEDS 812900 10163 10163 10163 4267448 4241595 0 25853 X 1531639 1345756 185883 355121 355121 116854 103547 13307 282066 282066 19847 19847 806335 779671 26664 59574 5467 54107 117722 92931 24791 33027 33027 335434 298665 36769 4235 4235 307 307 34273 34273 312230 312230 57493 6580 50913 RAW FOOD 260490 260490 MAINTENANCE SERVICES 147261 147261 MISCELLANEOUS 24333 6620 17713 BAD DEBT EXPENSE 17248 17248 30616 17775 12841 4546105 3428514 1117591 0 210 209 169 33 138217 116562 16574 16574 13090 23155 13237694 10034491 3232293 3203203 1036919 1031113 4437472 4390849 162816 177585 79955 69291 979763 597797 44652 115746 5926211 6452937 7193397 7413356 X -2761038 -3027640 5113 5133 -2755925 -3022507 4437472 4390849 X -278657 12075 X X 0 1 X 1 0 X 389776 389776 3445539 3403608 3166716 3578668 4241595 17836126 6242 3787 2590 1105 1404 15128 3451781 3797171 3169306 3579773 4242999 18241030 0 467647 610388 555583 531343 473441 2638402 467647 610388 555583 531343 473441 2638402 15602628 402 114 19707 20091 24449 64763 402 114 19707 20091 24449 64763 3452183 3797285 3189013 3599864 4267448 18305793 0.85230 0.84560 0.00350 0.00230 X 0 0 0 0 0 0 0 0 1 758 758 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. 48148 48148 10681123 7921775 2759348 1268949 941679 327270 1239474 1171037 68437 3203203 BOND SINKING FUND 37869 DUE FROM AFFILIATE 993244 1031113 DUE TO AFFILIATE 6329191 RESIDENTS' REFUNDABLE DEPOSITS 121471 ACCRUED INTEREST ON BONDS PAYABLE 2275 6452937 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 605279LY2 2014-12-10 1014730 MS BUSINESS FINANCE CORP REFUNDING OF 2004 SERIES OF BONDS 0 0 0 A 254885 1014730 24169 990561 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: PROGRAM SERVICE EXPENSES 779,671. MANAGEMENT AND GENERAL EXPENSES 26,664. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 806,335. FORM 990, PART XI, LINE 9: DESIGNATED GIFTS TRANSFERRED 12,074. 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 MARTHA CORKER HOME INC PO BOX 1567 TUPELO MS 38802 208981712 HOUSING MS 501(C)(3) LINE 3 MMSS 0 SEASHORE CAMPGROUND 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 GOLDEN TRIANGLE AREA INC PO BOX 1567 TUPELO MS 38802 640794146 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 MS METHODIST SERVICES INC PO BOX 1567 TUPELO MS 38802 646026549 HOUSING MS 501(C)(3) LINE 7 N/A 0 0 0 1 1 1 0 0 0 0 0 0 0 1 1 1 1 1 0 0