2023-11-14T16:35:14-06:00 2022-12-31 201941244 HORNE LLP 661 SUNNYBROOK ROAD STE 100 RIDGELAND MS 39157 990 2022-01-01 640746773 UNITED METHODIST SENIOR SERVICES OF COLUMBUS AREA INC UNIT 6628448977 PO BOX 1567 TUPELO MS 38802 JIM ZUELZKE VP FOR FINANCE 6628448977 2023-11-14 1 JIM ZUELZKE 999009999 1 AMIE WHITTINGTON DEAN CPA P01082167 6013261000 2023-11-02 2 AAL1 IAL1 2022 2023-04-26 12:10:37Z STEVE MCALILLY PO BOX 1567 TUPELO MS 38802 2097624 0 X WWW.MSS.ORG X 1987 MS 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. 19 16 0 544 0 0 0 0 2079341 2087542 6627 10082 0 0 2085968 2097624 0 0 0 0 0 0 0 0 0 1645485 1941320 1645485 1941320 440483 156304 1929182 1743708 972867 631089 956315 1112619 UNITED METHODIST SENIOR SERVICES OF COLUMBUS AREA IS DEDICATED TO PROVIDING HOUSING AND PERSONAL CARE SERVICES TO THE ELDERLY OR DISABLED IN THE SPIRIT OF CHRISTIAN LOVE. 0 0 1039929 1470211 TRINITY PLACE HOUSING IS A 100-UNIT APARTMENT FACILITY LOCATED IN COLUMBUS, MISSISSIPPI, WHICH PROVIDES RESIDENCE AND OTHER SERVICES TO THE ELDERLY OR DISABLED. 75 OF THESE UNITSA RE DESIGNATED AS AFFORDABLE HOUSING UNITS WITH THE OTHER 25 DESIGNATED AS MARKET RENT UNITS. THE COMMUNITY IS DESIGNED TO PROMOTE AN INDEPENDENT LIFESTYLE WITH A SENSE OF SECURITY AND FELLOWSHIP. RESIDENTS ENJOY A WIDE VARIETY OF AMENITIES INCLUCING A MEAL PROGRAM, SOCIAL ACTIVITIES, SCHEDULED TRANSPORTATION, WORSHIP SERVICES, MAINTENANCE AND MORE. 401657 613649 TRINITY TERRACE HOUSING IS A 40-UNIT AFFORDABLE HOUSING APARTMENT FACILITY LOCATED IN COLUMBUS, MISSISSIPPI, WHICH PROVIDES RESIDENCE AND OTHER SERVICES TO THE ELDERLY OR DISABLED. THE COMMUNITY IS DESIGNED TO PROMOTE AN INDEPENDENT LIFESTYLE WITH A SENSE OF SECURITY AND FELLOWSHIP. RESIDENTS ENJOY A WIDE VARIETY OF AMENITIES INCLUCING A MEAL PROGRAM, SOCIAL ACTIVITIES, SCHEDULED TRANSPORTATION, WORSHIP SERVICES, MAINTENANCE AND MORE. 1441586 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 0 0 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 1 15 0 1 0 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 STEVE MCALILLY PRESIDENT/CEO 1.00 40.00 X X 0 501440 174002 CHRISTIE VANCE VICE PRESIDENT/COO 1.00 40.00 X X 0 298470 17981 SHELLY TUGGLE EXECUTIVE DIRECTOR 20.00 20.00 X X 0 125957 16834 LINDER IRBY BOARD MEMBER 0.25 X 0 0 0 BRENDA COMER BOARD MEMBER 0.25 X 0 0 0 JIMMY E CRIDDLE BOARD MEMBER 0.25 X 0 0 0 MARK CRIGLER BOARD MEMBER 0.25 X 0 0 0 JOHN DAVIS BOARD MEMBER 0.25 X 0 0 0 JOHN EAST BOARD MEMBER 0.25 X 0 0 0 DEBBIE GARD SECRETARY 0.25 X 0 0 0 BOB HOWLAND BOARD MEMBER 0.25 X 0 0 0 TERESA MILEY BOARD MEMBER 0.25 X 0 0 0 VAN RAY CHAIRMAN 0.25 X 0 0 0 SARAH SANDERS BOARD MEMBER 0.25 X 0 0 0 SAMMY TOWNSEND CHAIRMAN 0.25 X 0 0 0 TOM WALLER BOARD MEMBER 0.25 X 0 0 0 BILL H WEST BOARD MEMBER 0.25 X 0 0 0 JAY WIYGUL VICE-CHAIRMAN 0.25 X 0 0 0 SANDRA WOODARD BOARD MEMBER 0.25 X 0 0 0 JIM ZUELZKE VP FOR FINANCE 1.00 40.00 X 0 232996 17545 JEANNE CANTIN VICE PRESIDENT/HR 1.00 40.00 X 0 198569 17316 ANNE-MICHELLE DANIEL VICE PRES/LEADERSHIP DEV. 1.00 40.00 X 0 139620 9376 0 1497052 253054 0 0 1 0 0 RENTALS 623990 1614065 1614065 FOOD SERVICE 722513 361404 361404 OTHER SERVICES 812900 88437 88437 HOUSEKEEPING 812900 11883 11883 BEAUTY SHOP 812900 8071 8071 3682 3682 2087542 10082 10082 2097624 2083860 0 13764 X 96844 96844 9466 9466 856168 846140 10028 46127 1552 44575 68190 60005 8185 8618 8618 260281 250456 9825 928 928 20979 20979 122541 122541 25139 25139 ADMINISTRATIVE CHARGE 274322 274322 SECURITY CONTRACT 64801 64801 DECORATING EXPENSE 36446 36446 GROUNDS 25876 25876 24594 12790 11804 1941320 1441586 499734 0 426646 115880 4066 7393 5829 5699 6710637 5605639 1036631 1104998 456010 509738 1929182 1743708 35619 44016 266089 192529 671159 394544 972867 631089 X 956315 1112619 956315 1112619 1929182 1743708 156304 0 X X 0 1 X 1 1 1 X 1933247 2123830 2108233 2078046 2083860 10327216 3115 4852 972 1295 3682 13916 1936362 2128682 2109205 2079341 2087542 10341132 0 144262 144262 144262 144262 10196870 7410 11931 9086 6627 10082 45136 7410 11931 9086 6627 10082 45136 1943772 2140613 2118291 2085968 2097624 10386268 0.98180 0.98160 0.00430 X 0 0 0 0 0 0 0 0 1 14 14 0 PART II-B, LINE 1: ORGANIZATION PAYS DUES TO LEADING AGE, 1.54% OF THESE DUES HAVE BEEN DEEMED AS USED FOR LOBBYING PURPOSES. 116436 116436 5339282 4666363 672919 1013539 770702 242837 241380 168574 72806 1104998 REPLACEMENT RESERVES 399093 RESIDUAL RECEIPTS 25448 REFUNDABLE DEPOSITS 100 RESIDENT DEPOSITS 85097 509738 DUE TO AFFILIATE 312973 ACCRUED INTEREST EXPENSE 1484 REFUNDABLE DEPOSITS 80087 394544 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 501440 0 0 0 0 0 154671 0 19331 0 675442 0 0 CHRISTIE VANCE VICE PRESIDENT/COO 0 298470 0 0 0 0 0 0 0 17981 0 316451 0 0 JIM ZUELZKE VP FOR FINANCE 0 232996 0 0 0 0 0 0 0 17545 0 250541 0 0 JEANNE CANTIN VICE PRESIDENT/HR 0 198569 0 0 0 0 0 0 0 17316 0 215885 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. 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 CONTRACT FEES: PROGRAM SERVICE EXPENSES 846,140. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 846,140. OTHER CONTRACT FEES: PROGRAM SERVICE EXPENSES 0. MANAGEMENT AND GENERAL EXPENSES 10,028. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 10,028. 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 UMSS OF TUPELO AREA INC PO BOX 1567 TUPELO MS 38802 640746771 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 GOLDEN TRIANGLE AREA INC PO BOX 1567 TUPELO MS 38802 640794146 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 CLAY COUNTY INC PO BOX 1567 TUPELO MS 38802 640838016 HOUSING MS 501(C)(3) LINE 10 MMSS 0 UMSS OF CLARKSDALE AREA INC PO BOX 1567 TUPELO MS 38802 640746772 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 UMSS HEALTHCARE INC PO BOX 1567 TUPELO MS 38802 640746770 HOUSING MS 501(C)(3) LINE 3 MMSS 0 LAUDERDALE SENIOR SERVICES INC PO BOX 1567 TUPELO MS 38802 640678962 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 GREENE COUNTY RETIREMENT SYSTEMS INC PO BOX 1567 TUPELO MS 38802 640695672 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 ALDERSGATE RETIREMENT COMMUNITY INC PO BOX 1567 TUPELO MS 38802 640717548 HOUSING MS 501(C)(3) LINE 10 MMSS 0 SEASHORE CAMPGROUNDS RETIREMENT HOME INC PO BOX 1567 TUPELO MS 38802 640429943 HOUSING MS 501(C)(3) PF MMSS 0 MARTHA COKER HOME INC PO BOX 1567 TUPELO MS 38802 208981712 HOUSING MS 501(C)(3) LINE 3 MMSS 0 MS METHODIST SENIOR SERVICES INC PO BOX 1567 TUPELO MS 38802 646026549 HOUSING MS 501(C)(3) LINE 7 N/A 0 0 0 0 0 1 0 0 0 0 0 0 0 1 1 1 1 0 0 0