UNITED METHODIST SENIOR SERVICES OF DESOTO COUNTY INC: Form 990, tax year 2021
View the entire original 990 at ProPublica ↗
- Organization
- UNITED METHODIST SENIOR SERVICES OF DESOTO COUNTY INC (EIN 64-0850515)
- Tax period
- 2021-01-01 to 2021-12-31
- Filed
- 2022-11-15
- IRS object ID
- 202233199349319408
- Schema version
- 2021v4.0
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2022-11-15T15:40:59-05:00 | ReturnTs |
| Tax Period End | 2021-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 640394922 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | WATKINS WARD AND STAFFORD PLLC | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 311 | AddressLine1Txt |
| City | EUPORA | CityNm |
| State Abbreviation | MS | StateAbbreviationCd |
| ZIP | 39744 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnTypeCd |
| Tax Period Begin | 2021-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 640850515 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | UNITED METHODIST SENIOR SERVICES OF | BusinessNameLine1Txt |
| Business Name Line2 | DESOTO COUNTY INC | BusinessNameLine2Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | UNIT | BusinessNameControlTxt |
| Phone | 6628448977 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | P O BOX 1567 | AddressLine1Txt |
| City | TUPELO | CityNm |
| State Abbreviation | MS | StateAbbreviationCd |
| ZIP | 38802 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | JIM ZUELZKE | PersonNm |
| Person Title | VP FOR FINANCE | PersonTitleTxt |
| Phone | 6628448977 | PhoneNum |
| Signature | 2022-11-15 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Signing Officer SigningOfficerGrp
Person Full Name PersonFullName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person First | JIM | PersonFirstNm |
| Person Last | ZUELZKE | PersonLastNm |
| Field | Value | IRS element (for citing) |
|---|---|---|
| SSN | 999009999 | SSN |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | ANITA C GOODRUM CPA | PreparerPersonNm |
| PTIN | P00634142 | PTIN |
| Phone | 6622582331 | PhoneNum |
| Preparation | 2022-11-15 | PreparationDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2021 | TaxYr |
| Build TS | 2022-09-23 18:48:47Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Principal Officer | STEVE MCALILLY | PrincipalOfficerNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 1567 | AddressLine1Txt |
| City | TUPELO | CityNm |
| State Abbreviation | MS | StateAbbreviationCd |
| ZIP | 38802 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | $4,173,876 | GrossReceiptsAmt |
| Group Return For Affiliates | false | GroupReturnForAffiliatesInd |
| Organization501c3 | Yes (X) | Organization501c3Ind |
| Website Address | WWW.MSS.ORG | WebsiteAddressTxt |
| Type Of Organization Corp | Yes (X) | TypeOfOrganizationCorpInd |
| Formation | 1994 | FormationYr |
| Legal Domicile State | MS | LegalDomicileStateCd |
| Activity Or Mission | UNITED METHODIST SENIOR SERVICES OF DESOTOA COUNTY'S MISSION IS TO PROVIDE HOUSING AND PERSONAL CARE SERVICES TO THE ELDERLY OR DISABLED IN THE SPIRIT OF CHRISTIAN LOVE. | ActivityOrMissionDesc |
| Voting Members Governing Body | 19 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 16 | VotingMembersIndependentCnt |
| Total Employee | 0 | TotalEmployeeCnt |
| Total Volunteers | 245 | TotalVolunteersCnt |
| Total Gross UBI | $0 | TotalGrossUBIAmt |
| CY Contributions Grants | $344,540 | CYContributionsGrantsAmt |
| PY Program Service Revenue | $3,254,165 | PYProgramServiceRevenueAmt |
| CY Program Service Revenue | $3,723,908 | CYProgramServiceRevenueAmt |
| PY Investment Income | $63,470 | PYInvestmentIncomeAmt |
| CY Investment Income | $94,182 | CYInvestmentIncomeAmt |
| PY Other Revenue | $34,267 | PYOtherRevenueAmt |
| CY Other Revenue | $11,246 | CYOtherRevenueAmt |
| PY Total Revenue | $3,351,902 | PYTotalRevenueAmt |
| CY Total Revenue | $4,173,876 | CYTotalRevenueAmt |
| CY Grants And Similar Paid | $0 | CYGrantsAndSimilarPaidAmt |
| CY Benefits Paid To Members | $0 | CYBenefitsPaidToMembersAmt |
| PY Salaries Comp Emp Bnft Paid | $1,802,609 | PYSalariesCompEmpBnftPaidAmt |
| CY Salaries Comp Emp Bnft Paid | $1,675,802 | CYSalariesCompEmpBnftPaidAmt |
| CY Total Prof Fndrsng Expns | $0 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $45,957 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $1,542,805 | PYOtherExpensesAmt |
| CY Other Expenses | $1,798,538 | CYOtherExpensesAmt |
| PY Total Expenses | $3,345,414 | PYTotalExpensesAmt |
| CY Total Expenses | $3,474,340 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | $6,488 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | $699,536 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $5,253,777 | TotalAssetsBOYAmt |
| Total Assets EOY | $5,398,035 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $2,034,051 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $1,318,895 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | $3,219,726 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $4,079,140 | NetAssetsOrFundBalancesEOYAmt |
| Info In Schedule O Part III | Yes (X) | InfoInScheduleOPartIIIInd |
| Mission | UNITED METHODIST SENIOR SERVICES OF DESOTO COUTNY IS DEDICATED TO PROVIDING HOUSING AND PERSONAL CARE SERVICES TO THE ELDERLY OR DISABLED IN THE SPIRIT OF CHRISTIAN LOVE. | MissionDesc |
| Significant New Program Srvc | false | SignificantNewProgramSrvcInd |
| Significant Change | false | SignificantChangeInd |
| Expense | $2,455,854 | ExpenseAmt |
| Revenue | $3,825,369 | RevenueAmt |
| Desc | WESLEY MEADOWS RETIREMENT COMMUNITY, LOCATED IN HERNANDO, MISSISSIPPI, IS A PICTURESQUE FACILITY THAT SITS IN THE MIDDLE OF A SPRAWLING MEADOW, ON 40 SCENIC ACRES, WITH WOODS BEHIND AND A SMALL POND TO THE SIDE. THE 101 UNIT COMMUNITY PROVIDES APARTMENT STYLE LIVING FOR BOTH INDEPENDT AND ASSISTED LIVING RESIDENTS. RESIDENTS FURNISH THEIR OWN APARTMENTS CREATING A HOME THAT IS UNIQUELY THEIRS. INDEPENDENT LIVING OFFERS PRIVACY AND SECURITY SO RESIDENTS CAN THRIVE WITH THE KNOWLEDGE THAT THEY CAN MAINTAIN THEIR INDEPENDENCE IN A SAFE ENVIRONMENT AT AN AFFORDABLE MONTHLY RATE WITH NO UP-FRONT FEE. WITH NUMEROUS ACTIVITIES TO CHOOSE FROM AND THE DAILY CARES OF HOME MAINTENANCE ELIMINATED, RESIDENTS ARE FREE TO ENJOY THEIR RETIREMENT THE WAY IT WAS MEANT TO BE. ASSISTED LIVING BRIDGES THE GAP BETWEEN INDEPENDENT LIVING AND SKILLED NURSING CARE. AS ELDERS REACH THE STAGE OF LIFE WHEN THEY NEED ADDITIONAL HELP WITH THE ACTIVITIES OF DAILY LIVING, WESLEY MEADOWS ASSISTED LIVING IS READY TO PROVIDE INDIVIDUALIZED SERVICE SO THAT RESIDENTS MAINTAIN THEIR DIGNITY AND AS MUCH INDEPENDENCE AS POSSIBLE. IN ADDITION TO TRADITIONAL APARTMENT LIVING, WESLEY MEADOWS HAS A NEWLY CONSTRUCTED GREEN HOUSE CONSISTING OF 10 ASSISTED LIVING UNITS WITH A MEMORY CARE FOCUS. EACH UNIT IS A PRIVATE BEDROOM WITH PRIVATE BATHROOMS THAT ALL SURROUND A SPACIOUS COMMON LIVING AREA. THE GREEN HOUSE CONCEPT WAS CREATED TO PROMOTE ELDER ENGAGEMENT AND SOCIALIZATION. WESLEY MEADOWS IS STAFFED WITH KNOWLEDGEABLE, HARDWORKING PERSONNEL WHOSE GOAL IS TO PROVIDE SAFE, CARING, CHRISTIAN RETIREMENT ENVIRONMENT FOR THE RESIDENTS. THE PASTORAL CARE PROGRAMS AND REGULARLY SCHEDULED ACTIVITIES ENGAGE RESIDENTS AND ENCOURAGE LIFE-LONG LEARNING AND FRIEDNSHIPS. | Desc |
| Total Program Service Expenses | $2,455,854 | TotalProgramServiceExpensesAmt |
| Described In Section501c3 | Yes (true) | DescribedInSection501c3Ind |
| Schedule B Required | false | ScheduleBRequiredInd |
| Political Campaign Acty | false | PoliticalCampaignActyInd |
| Lobbying Activities | false | LobbyingActivitiesInd |
| Subject To Proxy Tax | false | SubjectToProxyTaxInd |
| Donor Advised Fund | false | DonorAdvisedFundInd |
| Conservation Easements | false | ConservationEasementsInd |
| Collections Of Art | false | CollectionsOfArtInd |
| Credit Counseling | false | CreditCounselingInd |
| Donor Rstr Or Quasi Endowments | false | DonorRstrOrQuasiEndowmentsInd |
| Report Land Building Equipment | Yes (true) | ReportLandBuildingEquipmentInd |
| Report Investments Other Sec | false | ReportInvestmentsOtherSecInd |
| Report Program Related Invst | false | ReportProgramRelatedInvstInd |
| Report Other Assets | false | ReportOtherAssetsInd |
| Report Other Liabilities | Yes (true) | ReportOtherLiabilitiesInd |
| Include FIN48 Footnote | Yes (true) | IncludeFIN48FootnoteInd |
| Independent Audit Fincl Stmt | false | IndependentAuditFinclStmtInd |
| Consolidated Audit Fincl Stmt | Yes (true) | ConsolidatedAuditFinclStmtInd |
| School Operating | false | SchoolOperatingInd |
| Foreign Office | false | ForeignOfficeInd |
| Foreign Activities | false | ForeignActivitiesInd |
| More Than5000 K To Org | false | MoreThan5000KToOrgInd |
| More Than5000 K To Individuals | false | MoreThan5000KToIndividualsInd |
| Professional Fundraising | false | ProfessionalFundraisingInd |
| Fundraising Activities | false | FundraisingActivitiesInd |
| Gaming Activities | false | GamingActivitiesInd |
| Operate Hospital | false | OperateHospitalInd |
| Grants To Organizations | false | GrantsToOrganizationsInd |
| Grants To Individuals | false | GrantsToIndividualsInd |
| Schedule J Required | Yes (true) | ScheduleJRequiredInd |
| Tax Exempt Bonds | Yes (true) | TaxExemptBondsInd |
| Invest Tax Exempt Bonds | false | InvestTaxExemptBondsInd |
| Escrow Account | false | EscrowAccountInd |
| On Behalf Of Issuer | false | OnBehalfOfIssuerInd |
| Engaged In Excess Benefit Trans | false | EngagedInExcessBenefitTransInd |
| PY Excess Benefit Trans | false | PYExcessBenefitTransInd |
| Loan Outstanding | false | LoanOutstandingInd |
| Grant To Related Person | false | GrantToRelatedPersonInd |
| Business Rln With Org Mem | false | BusinessRlnWithOrgMemInd |
| Business Rln With Fam Mem | false | BusinessRlnWithFamMemInd |
| Business Rln With35 Ctrl Ent | false | BusinessRlnWith35CtrlEntInd |
| Deductible Non Cash Contri | false | DeductibleNonCashContriInd |
| Deductible Art Contribution | false | DeductibleArtContributionInd |
| Terminate Operations | false | TerminateOperationsInd |
| Partial Liquidation | false | PartialLiquidationInd |
| Disregarded Entity | false | DisregardedEntityInd |
| Related Entity | Yes (true) | RelatedEntityInd |
| Related Organization Ctrl Ent | false | RelatedOrganizationCtrlEntInd |
| Trnsfr Exmpt Non Chrtbl Rltd Org | false | TrnsfrExmptNonChrtblRltdOrgInd |
| Activities Conducted Prtshp | false | ActivitiesConductedPrtshpInd |
| Schedule O Required | Yes (true) | ScheduleORequiredInd |
| IRP Document | 0 | IRPDocumentCnt |
| IRP Document W2 G | 0 | IRPDocumentW2GCnt |
| Employee | 0 | EmployeeCnt |
| Unrelated Bus Incm Over Limit | false | UnrelatedBusIncmOverLimitInd |
| Foreign Financial Account | false | ForeignFinancialAccountInd |
| Prohibited Tax Shelter Trans | false | ProhibitedTaxShelterTransInd |
| Taxable Party Notification | false | TaxablePartyNotificationInd |
| Nondeductible Contributions | false | NondeductibleContributionsInd |
| Quid Pro Quo Contributions | false | QuidProQuoContributionsInd |
| Form8282 Property Disposed Of | false | Form8282PropertyDisposedOfInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | false | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | false | PayPremiumsPrsnlBnftCntrctInd |
| Form8899 Filedind | false | Form8899Filedind |
| Form1098 C Filed | false | Form1098CFiledInd |
| Indoor Tanning Services | false | IndoorTanningServicesInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | false | SubjToTaxRmnrtnExPrchtPymtInd |
| Subject To Excs Tax Net Invst Inc | false | SubjectToExcsTaxNetInvstIncInd |
| Info In Schedule O Part VI | Yes (X) | InfoInScheduleOPartVIInd |
| Governing Body Voting Members | 19 | GoverningBodyVotingMembersCnt |
| Independent Voting Member | 16 | IndependentVotingMemberCnt |
| Family Or Business Rln | false | FamilyOrBusinessRlnInd |
| Delegation Of Mgmt Duties | Yes (true) | DelegationOfMgmtDutiesInd |
| Change To Org Documents | false | ChangeToOrgDocumentsInd |
| Material Diversion Or Misuse | false | MaterialDiversionOrMisuseInd |
| Members Or Stockholders | Yes (true) | MembersOrStockholdersInd |
| Election Of Board Members | Yes (true) | ElectionOfBoardMembersInd |
| Decisions Subject To Approva | Yes (true) | DecisionsSubjectToApprovaInd |
| Minutes Of Governing Body | Yes (true) | MinutesOfGoverningBodyInd |
| Minutes Of Committees | Yes (true) | MinutesOfCommitteesInd |
| Officer Mailing Address | false | OfficerMailingAddressInd |
| Local Chapters | false | LocalChaptersInd |
| Form990 Provided To Gvrn Body | Yes (true) | Form990ProvidedToGvrnBodyInd |
| Conflict Of Interest Policy | Yes (true) | ConflictOfInterestPolicyInd |
| Annual Disclosure Covered Prsn | Yes (true) | AnnualDisclosureCoveredPrsnInd |
| Regular Monitoring Enfrc | Yes (true) | RegularMonitoringEnfrcInd |
| Whistleblower Policy | Yes (true) | WhistleblowerPolicyInd |
| Document Retention Policy | false | DocumentRetentionPolicyInd |
| Compensation Process CEO | Yes (true) | CompensationProcessCEOInd |
| Compensation Process Other | false | CompensationProcessOtherInd |
| Investment In Joint Venture | false | InvestmentInJointVentureInd |
| Upon Request | Yes (X) | UponRequestInd |
Books In Care Of Detail BooksInCareOfDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | JIM ZUELZKE | PersonNm |
| Phone | 6628448977 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 1567 | AddressLine1Txt |
| City | TUPELO | CityNm |
| State Abbreviation | MS | StateAbbreviationCd |
| ZIP | 38802 | ZIPCd |
Form990 Part VII Section A Form990PartVIISectionAGrp (22 entries)
| TitleTitleTxt | Average Hours Per Week Rltd OrgAverageHoursPerWeekRltdOrgRt | Individual Trustee Or DirectorIndividualTrusteeOrDirectorInd | OfficerOfficerInd | Reportable Comp From OrgReportableCompFromOrgAmt | Reportable Comp From Rltd OrgReportableCompFromRltdOrgAmt | Other CompensationOtherCompensationAmt | Average Hours Per WeekAverageHoursPerWeekRt |
|---|---|---|---|---|---|---|---|
| STEVE MCALILLY | |||||||
| PRESIDENT/CE | 40.00 | Yes (X) | Yes (X) | $0 | $479,532 | $16,655 | |
| CHRISTIE VANCE | |||||||
| VICE PRES/CO | 40.00 | Yes (X) | Yes (X) | $0 | $290,398 | $15,392 | |
| JEANNE CANTIN | |||||||
| VP FOR HR BE | 40.00 | Yes (X) | $0 | $194,158 | $14,749 | ||
| JIM ZUELZKE | |||||||
| VP FOR FINAN | 40.00 | Yes (X) | $0 | $193,259 | $14,743 | ||
| ANNE-MICHELLE DANIEL | |||||||
| VP FOR PHILA | 40.00 | Yes (X) | $0 | $144,978 | $8,036 | ||
| MARSHA BRASHER | |||||||
| EXECUTIVE DI | Yes (X) | Yes (X) | $0 | $66,690 | $13,897 | 40.00 | |
| LEE ASHCRAFT | |||||||
| BOARD MEMBER | Yes (X) | $0 | $0 | $0 | 0.25 | ||
| TOMMY BORGOGNONI | |||||||
| BOARD MEMBER | Yes (X) | $0 | $0 | $0 | 0.25 | ||
| CHERYL DENLEY | |||||||
| BOARD MEMBER | Yes (X) | $0 | $0 | $0 | 0.25 | ||
| FRANK FAIRLEY | |||||||
| BOARD MEMBER | Yes (X) | $0 | $0 | $0 | 0.25 | ||
| JENNY GARTRELL | |||||||
| BOARD MEMBER | Yes (X) | $0 | $0 | $0 | 0.25 | ||
| BARBARA JEPSEN | |||||||
| SECRETARY | Yes (X) | $0 | $0 | $0 | 0.25 | ||
| SAM LAUDERDALE | |||||||
| BOARD MEMBER | Yes (X) | $0 | $0 | $0 | 0.25 | ||
| SANDY LIPSCOMB | |||||||
| BOARD MEMBER | Yes (X) | $0 | $0 | $0 | 0.25 | ||
| MILTON NICHOLS | |||||||
| BOARD MEMBER | Yes (X) | $0 | $0 | $0 | 0.25 | ||
| BETH OWENS | |||||||
| VICE-CHAIR | Yes (X) | $0 | $0 | $0 | 0.25 | ||
| VAN RAY | |||||||
| CHAIRMAN | Yes (X) | $0 | $0 | $0 | 0.25 | ||
| TIM SEXTON | |||||||
| BOARD MEMBER | Yes (X) | $0 | $0 | $0 | 0.25 | ||
| ALAN SIMS | |||||||
| CHAIRMAN | Yes (X) | $0 | $0 | $0 | 0.25 | ||
| CHERYL WARD | |||||||
| BOARD MEMBER | Yes (X) | $0 | $0 | $0 | 0.25 | ||
| BILLIE WILHITE | |||||||
| BOARD MEMBER | Yes (X) | $0 | $0 | $0 | 0.25 | ||
| WANDA WILLIAMS | |||||||
| BOARD MEMBER | Yes (X) | $0 | $0 | $0 | 0.25 | ||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Reportable Comp Rltd Org | $1,369,015 | TotReportableCompRltdOrgAmt |
| Total Other Compensation | $83,472 | TotalOtherCompensationAmt |
| Former Ofcr Employees Listed | false | FormerOfcrEmployeesListedInd |
| Total Comp Greater Than150 K | Yes (true) | TotalCompGreaterThan150KInd |
| Compensation From Other Srcs | false | CompensationFromOtherSrcsInd |
Contractor Compensation ContractorCompensationGrp
Contractor Name ContractorName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | MISSISSIPPI METHODIST SENIOR SERVIC | PersonNm |
Contractor Address ContractorAddress
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 1567 | AddressLine1Txt |
| City | TUPELO | CityNm |
| State Abbreviation | MS | StateAbbreviationCd |
| ZIP | 38802 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Services | MANAGEMENT | ServicesDesc |
| Compensation | $221,523 | CompensationAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cntrct Rcvd Greater Than100 K | 1 | CntrctRcvdGreaterThan100KCnt |
| Government Grants | $344,540 | GovernmentGrantsAmt |
| Total Contributions | $344,540 | TotalContributionsAmt |
Program Service Revenue ProgramServiceRevenueGrp (5 entries)
| DescDesc | Total Revenue ColumnTotalRevenueColumnAmt | Related Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmt |
|---|---|---|
| RENTALS | $3,597,742 | $3,597,742 |
| OTHER SERVICES | $73,644 | $73,644 |
| BEAUTY SHOP | $23,078 | $23,078 |
| FOOD SERVICE | $18,015 | $18,015 |
| HOUSEKEEPING SERVICE | $8,115 | $8,115 |
Total Oth Program Service Rev TotalOthProgramServiceRevGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $3,314 | TotalRevenueColumnAmt |
| Exclusion | $3,314 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | $3,723,908 | TotalProgramServiceRevenueAmt |
Investment Income InvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $94,182 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $93,529 | RelatedOrExemptFuncIncomeAmt |
| Exclusion | $653 | ExclusionAmt |
Other Revenue Misc OtherRevenueMiscGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | INUSRANCE REIMBURSEMENT | Desc |
| Total Revenue Column | $11,246 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $11,246 | RelatedOrExemptFuncIncomeAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Revenue Total | $11,246 | OtherRevenueTotalAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $4,173,876 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $3,825,369 | RelatedOrExemptFuncIncomeAmt |
| Exclusion | $3,967 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part IX | Yes (X) | InfoInScheduleOPartIXInd |
Other Salaries And Wages OtherSalariesAndWagesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,294,082 | TotalAmt |
| Program Services | $1,072,967 | ProgramServicesAmt |
| Management And General | $221,115 | ManagementAndGeneralAmt |
Other Employee Benefits OtherEmployeeBenefitsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $282,433 | TotalAmt |
| Management And General | $282,433 | ManagementAndGeneralAmt |
Payroll Taxes PayrollTaxesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $99,287 | TotalAmt |
| Program Services | $83,891 | ProgramServicesAmt |
| Management And General | $15,396 | ManagementAndGeneralAmt |
Fees For Services Management FeesForServicesManagementGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $221,523 | TotalAmt |
| Management And General | $221,523 | ManagementAndGeneralAmt |
Fees For Services Accounting FeesForServicesAccountingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $5,404 | TotalAmt |
| Management And General | $5,404 | ManagementAndGeneralAmt |
Fees For Services Other FeesForServicesOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $464,867 | TotalAmt |
| Program Services | $453,541 | ProgramServicesAmt |
| Management And General | $11,326 | ManagementAndGeneralAmt |
Advertising AdvertisingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $45,957 | TotalAmt |
| Fundraising | $45,957 | FundraisingAmt |
Office Expenses OfficeExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $141,577 | TotalAmt |
| Program Services | $81,973 | ProgramServicesAmt |
| Management And General | $59,604 | ManagementAndGeneralAmt |
Information Technology InformationTechnologyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $20,906 | TotalAmt |
| Management And General | $20,906 | ManagementAndGeneralAmt |
Occupancy OccupancyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $221,237 | TotalAmt |
| Program Services | $221,237 | ProgramServicesAmt |
Travel TravelGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $3,422 | TotalAmt |
| Management And General | $3,422 | ManagementAndGeneralAmt |
Conferences Meetings ConferencesMeetingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,024 | TotalAmt |
| Management And General | $1,024 | ManagementAndGeneralAmt |
Depreciation Depletion DepreciationDepletionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $200,782 | TotalAmt |
| Program Services | $200,782 | ProgramServicesAmt |
Insurance InsuranceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $43,125 | TotalAmt |
| Program Services | $3,921 | ProgramServicesAmt |
| Management And General | $39,204 | ManagementAndGeneralAmt |
Other Expenses OtherExpensesGrp (4 entries)
| DescDesc | TotalTotalAmt | Program ServicesProgramServicesAmt | Management And GeneralManagementAndGeneralAmt |
|---|---|---|---|
| RAW FOOD | $228,812 | $228,812 | |
| MAINTENANCE SERVICES | $95,160 | $95,160 | |
| MISCELLANEOUS | $85,178 | $2,082 | $83,096 |
| AMORTIZATION OF LOAN EXP | $8,076 | $8,076 |
All Other Expenses AllOtherExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $11,488 | TotalAmt |
| Program Services | $11,488 | ProgramServicesAmt |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $3,474,340 | TotalAmt |
| Program Services | $2,455,854 | ProgramServicesAmt |
| Management And General | $972,529 | ManagementAndGeneralAmt |
| Fundraising | $45,957 | FundraisingAmt |
Cash Non Interest Bearing CashNonInterestBearingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $21,794 | BOYAmt |
| EOY | $542,008 | EOYAmt |
Savings And Temp Cash Invst SavingsAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $693,431 | BOYAmt |
| EOY | $14,928 | EOYAmt |
Accounts Receivable AccountsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $52,531 | BOYAmt |
| EOY | $26,042 | EOYAmt |
Inventories For Sale Or Use InventoriesForSaleOrUseGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $12,117 | BOYAmt |
| EOY | $12,117 | EOYAmt |
Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $4,377 | BOYAmt |
| EOY | $8,269 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Bldg Equip Cost Or Other Bss | $9,859,306 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $5,821,259 | LandBldgEquipAccumDeprecAmt |
Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $3,695,610 | BOYAmt |
| EOY | $4,038,047 | EOYAmt |
Investments Pub Traded Sec InvestmentsPubTradedSecGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $599,082 | BOYAmt |
| EOY | $685,096 | EOYAmt |
Other Assets Total OtherAssetsTotalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $174,835 | BOYAmt |
| EOY | $71,528 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $5,253,777 | BOYAmt |
| EOY | $5,398,035 | EOYAmt |
Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $529,025 | BOYAmt |
| EOY | $160,952 | EOYAmt |
Tax Exempt Bond Liabilities TaxExemptBondLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,396,394 | BOYAmt |
| EOY | $1,031,881 | EOYAmt |
Mortg Notes Pybl Scrd Invst Prop MortgNotesPyblScrdInvstPropGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $28,825 | BOYAmt |
| EOY | $40,598 | EOYAmt |
Other Liabilities OtherLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $79,807 | BOYAmt |
| EOY | $85,464 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $2,034,051 | BOYAmt |
| EOY | $1,318,895 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization Follows FASB117 | Yes (X) | OrganizationFollowsFASB117Ind |
No Donor Restriction Net Assets NoDonorRestrictionNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $3,219,726 | BOYAmt |
| EOY | $4,079,140 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $3,219,726 | BOYAmt |
| EOY | $4,079,140 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $5,253,777 | BOYAmt |
| EOY | $5,398,035 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part XI | Yes (X) | InfoInScheduleOPartXIInd |
| Reconcilation Revenue Expnss | $699,536 | ReconcilationRevenueExpnssAmt |
| Other Changes In Net Assets | $159,878 | OtherChangesInNetAssetsAmt |
| Method Of Accounting Accrual | Yes (X) | MethodOfAccountingAccrualInd |
| Accountant Compile Or Review | false | AccountantCompileOrReviewInd |
| FS Audited | Yes (true) | FSAuditedInd |
FS Audited Basis FSAuditedBasisGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Consolidated Basis Fincl Stmt | Yes (X) | ConsolidatedBasisFinclStmtInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Audit Committee | Yes (true) | AuditCommitteeInd |
| Federal Grant Audit Required | false | FederalGrantAuditRequiredInd |
Schedule A IRS990ScheduleA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Publicly Supported Org509a2 | Yes (X) | PubliclySupportedOrg509a2Ind |
Gifts Grants Contris Rcvd509 GiftsGrantsContrisRcvd509Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year | $344,540 | CurrentTaxYearAmt |
| Total | $344,540 | TotalAmt |
Gross Receipts Admissions GrossReceiptsAdmissionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $3,088,853 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $3,051,507 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $3,332,639 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $3,338,422 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $3,825,369 | CurrentTaxYearAmt |
| Total | $16,636,790 | TotalAmt |
Gross Receipts Non Unrlt Bus GrossReceiptsNonUnrltBusGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $4,675 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $2,059 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $2,816 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $1,837 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $3,314 | CurrentTaxYearAmt |
| Total | $14,701 | TotalAmt |
Total509 Total509Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $3,093,528 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $3,053,566 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $3,335,455 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $3,340,259 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $4,173,223 | CurrentTaxYearAmt |
| Total | $16,996,031 | TotalAmt |
Substantial Contributors Amt SubstantialContributorsAmtGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $267,250 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $256,273 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $341,727 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $313,577 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $210,207 | CurrentTaxYearAmt |
| Total | $1,389,034 | TotalAmt |
Subst And Dsqlfy Prsns Tot SubstAndDsqlfyPrsnsTotGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $267,250 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $256,273 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $341,727 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $313,577 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $210,207 | CurrentTaxYearAmt |
| Total | $1,389,034 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Support Total509 | $15,606,997 | PublicSupportTotal509Amt |
Gross Investment Income509 GrossInvestmentIncome509Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $15,266 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $5,537 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $16,588 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $11,643 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $653 | CurrentTaxYearAmt |
| Total | $49,687 | TotalAmt |
Investment Income And UBTI InvestmentIncomeAndUBTIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $15,266 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $5,537 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $16,588 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $11,643 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $653 | CurrentTaxYearAmt |
| Total | $49,687 | TotalAmt |
Total Support Calendar Year TotalSupportCalendarYearGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $3,108,794 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $3,059,103 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $3,352,043 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $3,351,902 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $4,173,876 | CurrentTaxYearAmt |
| Total | $17,045,718 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Support CY509 | 0.91560 | PublicSupportCY509Pct |
| Public Support PY509 | 0.90350 | PublicSupportPY509Pct |
| Investment Income CY | 0.00000 | InvestmentIncomeCYPct |
| Investment Income PY | 0.00000 | InvestmentIncomePYPct |
| Thirty Thr Pct Suprt Tests CY509 | Yes (X) | ThirtyThrPctSuprtTestsCY509Ind |
Schedule D IRS990ScheduleD
Land LandGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $270,000 | OtherCostOrOtherBasisAmt |
| Book Value | $270,000 | BookValueAmt |
Buildings BuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $8,190,820 | OtherCostOrOtherBasisAmt |
| Depreciation | $4,963,599 | DepreciationAmt |
| Book Value | $3,227,221 | BookValueAmt |
Equipment EquipmentGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $839,023 | OtherCostOrOtherBasisAmt |
| Depreciation | $575,108 | DepreciationAmt |
| Book Value | $263,915 | BookValueAmt |
Other Land Buildings OtherLandBuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $559,463 | OtherCostOrOtherBasisAmt |
| Depreciation | $282,552 | DepreciationAmt |
| Book Value | $276,911 | BookValueAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Land Buildings | $4,038,047 | TotalBookValueLandBuildingsAmt |
Other Liabilities Org OtherLiabilitiesOrgGrp (3 entries)
| DescDesc | AmtAmt |
|---|---|
| RESIDENTS' REFUNDABLE DEPOSITS | $80,890 |
| ACCRUED INTEREST ON BONDS PAYALE | $3,274 |
| DUE TO AFFILIATES | $1,300 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Liability | $85,464 | TotalLiabilityAmt |
| Footnote Text | Yes (X) | FootnoteTextInd |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | SCHEDULE D, PAGE 3, PART X | FormAndLineReferenceDesc |
| Explanation | 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. | ExplanationTxt |
Schedule J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| Severance Payment | false | SeverancePaymentInd |
| Supplemental Nonqual Rtr Plan | false | SupplementalNonqualRtrPlanInd |
| Equity Based Comp Arrngm | false | EquityBasedCompArrngmInd |
| Comp Based On Revenue Of Flng Org | false | CompBasedOnRevenueOfFlngOrgInd |
| Comp Bsd On Rev Related Orgs | false | CompBsdOnRevRelatedOrgsInd |
| Comp Bsd Net Earns Flng Org | false | CompBsdNetEarnsFlngOrgInd |
| Comp Bsd Net Earns Rltd Orgs | false | CompBsdNetEarnsRltdOrgsInd |
| Any Non Fixed Payments | false | AnyNonFixedPaymentsInd |
| Initial Contract Exception | false | InitialContractExceptionInd |
Rltd Org Officer Trst Key Empl RltdOrgOfficerTrstKeyEmplGrp (5 entries)
| TitleTitleTxt | Compensation Based On Rltd OrgsCompensationBasedOnRltdOrgsAmt | Nontaxable Benefits Rltd OrgsNontaxableBenefitsRltdOrgsAmt | Total Compensation Rltd OrgsTotalCompensationRltdOrgsAmt |
|---|---|---|---|
| STEVE MCALILLY | |||
| PRESIDENT/CEO | $479,532 | $16,655 | $496,187 |
| CHRISTIE VANCE | |||
| VICE PRES/COO | $290,398 | $15,392 | $305,790 |
| JEANNE CANTIN | |||
| VP FOR HR BENEFITS | $194,158 | $14,749 | $208,907 |
| JIM ZUELZKE | |||
| VP FOR FINANCE | $193,259 | $14,743 | $208,002 |
| ANNE-MICHELLE DANIEL | |||
| VP FOR PHILANTHROPY | $144,978 | $8,036 | $153,014 |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | SCHEDULE J, PAGE 1, PART I, LINE 3 | FormAndLineReferenceDesc |
| 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 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. | ExplanationTxt |
Schedule K IRS990ScheduleK
Tax Exempt Bonds Issues TaxExemptBondsIssuesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bond Reference | A | BondReferenceCd |
Issuer Name IssuerName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | MS BUSINESS FINANCE CORP | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bond Issuer EIN | 640679130 | BondIssuerEIN |
| Bond Issued | 2015-12-10 | BondIssuedDt |
| Issue Price | $3,094,208 | IssuePriceAmt |
| Purpose | REFUNDING OF 2010 SERIES OF BONDS | PurposeDesc |
| Defeased | false | DefeasedInd |
| On Behalf Of Issuer | false | OnBehalfOfIssuerInd |
| Pool Financing | false | PoolFinancingInd |
Tax Exempt Bonds Proceeds TaxExemptBondsProceedsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bond Reference | A | BondReferenceCd |
| Retired | $2,026,685 | RetiredAmt |
| Total Proceeds | $3,094,208 | TotalProceedsAmt |
| Issuance Costs From Proceeds | $82,040 | IssuanceCostsFromProceedsAmt |
| Other Spent Proceeds | $3,012,168 | OtherSpentProceedsAmt |
| Refunding Tax Exempt Bonds | false | RefundingTaxExemptBondsInd |
| Refunding Taxable Bonds | false | RefundingTaxableBondsInd |
| Final Allocation Made | Yes (true) | FinalAllocationMadeInd |
| Adequate Books And Rec Maint | Yes (true) | AdequateBooksAndRecMaintInd |
Tax Exempt Bonds Private Bus Use TaxExemptBondsPrivateBusUseGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bond Reference | A | BondReferenceCd |
| Owning Bond Financed Property | false | OwningBondFinancedPropertyInd |
| Any Lease Arrangements | false | AnyLeaseArrangementsInd |
| Mgmt Contract Bond Fincd Prop | false | MgmtContractBondFincdPropInd |
| Any Research Agreements | false | AnyResearchAgreementsInd |
| Bond Iss Meet Prvt Sec Pymt Test | false | BondIssMeetPrvtSecPymtTestInd |
| Change In Use Bond Financed Prop | false | ChangeInUseBondFinancedPropInd |
| Procs Nonqualified Bond Remdtd | false | ProcsNonqualifiedBondRemdtdInd |
Tax Exempt Bonds Arbitrage TaxExemptBondsArbitrageGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bond Reference | A | BondReferenceCd |
| Form8038 T Filed | Yes (true) | Form8038TFiledInd |
| Variable Rate Issue | false | VariableRateIssueInd |
| Hedge Identified In Bks And Rec | false | HedgeIdentifiedInBksAndRecInd |
| Gross Proceeds Invested In GIC | false | GrossProceedsInvestedInGICInd |
| Gross Proceeds Invested | false | GrossProceedsInvestedInd |
| Written Proc To Monitor Reqs | false | WrittenProcToMonitorReqsInd |
Procedures Corrective Action ProceduresCorrectiveActionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bond Reference | A | BondReferenceCd |
| Procedures Corrective Action | false | ProceduresCorrectiveActionInd |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | PURPOSE OF ISSUE DESCRIPTION | FormAndLineReferenceDesc |
| Explanation | MS BUSINESS FINANCE CORP. REFUNDING OF 2010 SERIES OF BONDS | ExplanationTxt |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (11 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| FORM 990, PAGE 2, PART III, LINE 4A | WESLEY MEADOWS RETIREMENT COMMUNITY, LOCATED IN HERNANDO, MISSISSIPPI, IS A PICTURESQUE FACILITY THAT SITS IN THE MIDDLE OF A SPRAWLING MEADOW, ON 40 SCENIC ACRES, WITH WOODS BEHIND AND A SMALL POND TO THE SIDE. THE 101 UNIT COMMUNITY PROVIDES APARTMENT STYLE LIVING FOR BOTH INDEPENDT AND ASSISTED LIVING RESIDENTS. RESIDENTS FURNISH THEIR OWN APARTMENTS CREATING A HOME THAT IS UNIQUELY THEIRS. INDEPENDENT LIVING OFFERS PRIVACY AND SECURITY SO RESIDENTS CAN THRIVE WITH THE KNOWLEDGE THAT THEY CAN MAINTAIN THEIR INDEPENDENCE IN A SAFE ENVIRONMENT AT AN AFFORDABLE MONTHLY RATE WITH NO UP-FRONT FEE. WITH NUMEROUS ACTIVITIES TO CHOOSE FROM AND THE DAILY CARES OF HOME MAINTENANCE ELIMINATED, RESIDENTS ARE FREE TO ENJOY THEIR RETIREMENT THE WAY IT WAS MEANT TO BE. ASSISTED LIVING BRIDGES THE GAP BETWEEN INDEPENDENT LIVING AND SKILLED NURSING CARE. AS ELDERS REACH THE STAGE OF LIFE WHEN THEY NEED ADDITIONAL HELP WITH THE ACTIVITIES OF DAILY LIVING, WESLEY MEADOWS ASSISTED LIVING IS READY TO PROVIDE INDIVIDUALIZED SERVICE SO THAT RESIDENTS MAINTAIN THEIR DIGNITY AND AS MUCH INDEPENDENCE AS POSSIBLE. IN ADDITION TO TRADITIONAL APARTMENT LIVING, WESLEY MEADOWS HAS A NEWLY CONSTRUCTED GREEN HOUSE CONSISTING OF 10 ASSISTED LIVING UNITS WITH A MEMORY CARE FOCUS. EACH UNIT IS A PRIVATE BEDROOM WITH PRIVATE BATHROOMS THAT ALL SURROUND A SPACIOUS COMMON LIVING AREA. THE GREEN HOUSE CONCEPT WAS CREATED TO PROMOTE ELDER ENGAGEMENT AND SOCIALIZATION. WESLEY MEADOWS IS STAFFED WITH KNOWLEDGEABLE, HARDWORKING PERSONNEL WHOSE GOAL IS TO PROVIDE SAFE, CARING, CHRISTIAN RETIREMENT ENVIRONMENT FOR THE RESIDENTS. THE PASTORAL CARE PROGRAMS AND REGULARLY SCHEDULED ACTIVITIES ENGAGE RESIDENTS AND ENCOURAGE LIFE-LONG LEARNING AND FRIEDNSHIPS. |
| FORM 990, PAGE 6, PART VI, LINE 3 | THE ORGANIZATION'S PARENT ORGANIZATION, MISSISSIPPI METHODIST SENIOR SERVI CES, INC., PROVIDES OVERALL MANAGEMENT SERVICES INCLUDING OPERATIONAL MANA GEMENT SUPERVISION, DEVELOPMENT AND MARKETING, HUMAN RESOURCES MANAGEMENT LEGAL, AND RISK MANAGEMENT SERVICES, AND FINANCIAL AND ACCOUNTING MANAGEME NT, FOR WHICH IT IS PAID A MANAGEMENT FEE. |
| FORM 990, PAGE 6, PART VI, 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, PAGE 6, PART VI, 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, PAGE 6, PART VI, 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, PAGE 6, PART VI, 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, PAGE 6, PART VI, 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, PAGE 6, PART VI, 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, PAGE 6, PART VI, LINE 19 | UPON REQUEST |
| FORM 990, PART IX, LINE 11G | OTHER FEES 453,541 11,326 0 |
| FORM 990, PART XI, LINE 9 | DESIGNATED GIFT TRANSFERS 167,393 CAPITAL TRANSFERS -7,515 ROUNDING 0 TOTAL 159,878 |
Schedule R IRS990ScheduleR
Id Related Tax Exempt Org IdRelatedTaxExemptOrgGrp (17 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | Primary ActivitiesPrimaryActivitiesTxt | Legal Domicile StateLegalDomicileStateCd | Exempt Code SectionExemptCodeSectionTxt | Public Charity StatusPublicCharityStatusTxt | Direct Controlling NADirectControllingNACd | Controlled OrganizationControlledOrganizationInd |
|---|---|---|---|---|---|---|---|---|---|
| ALDERSGATE PERSONAL CARE INC | |||||||||
| PO BOX 1567 | TUPELO | MS | 38802 | HOUSING | MS | 501C3 | 10 | N/A | false |
| ALDERSGATE RETIREMENT COMMUNITY IN | |||||||||
| PO BOX 1567 | TUPELO | MS | 38802 | HOUSING | MS | 501C3 | 10 | N/A | false |
| DUGAN MEMORIAL HOME INC | |||||||||
| PO BOX 1567 | TUPELO | MS | 38802 | HOUSING | MS | 501C3 | 3 | N/A | false |
| GREEN COUNTY RETIREMENT SYSTEMS IN | |||||||||
| PO BOX 1567 | TUPELO | MS | 38802 | HOUSING | MS | 501C3 | 10 | N/A | false |
| HATTIESBURG AREA SENIOR SERVICES I | |||||||||
| P O BOX 1567 | TUPELO | MS | 38802 | HOUSING | MS | 501C3 | 10 | N/A | false |
| LAUDERDALE SENIOR SERVICES INC | |||||||||
| P O BOX 1567 | TUPELO | MS | 38802 | HOUSING | MS | 501C3 | 10 | N/A | false |
| MS METHODIST SENIOR SERVICES INC | |||||||||
| P O BOX 1567 | TUPELO | MS | 38802 | HOUSING | MS | 501C3 | 7 | N/A | false |
| SEASHORE CAMPGROUNDS RETIREMENT HOM | |||||||||
| P O BOX 1567 | TUPELO | MS | 38802 | HOUSING | MS | 501C3 | PF | N/A | false |
| UMSS HEALTHCARE INC | |||||||||
| P O BOX 1567 | TUPELO | MS | 38802 | HOUSING | MS | 501C3 | 3 | N/A | false |
| UMSS OF CLARKSDALE AREA INC | |||||||||
| P O BOX 1567 | TUPELO | MS | 38802 | HOUSING | MS | 501C3 | 10 | N/A | false |
| UMSS OF CLAY COUNTY INC | |||||||||
| P O BOX 1567 | TUPELO | MS | 38802 | HOUSING | MS | 501C3 | 10 | N/A | false |
| UMSS OF COLUMBUS AREA INC | |||||||||
| P O BOX 1567 | TUPELO | MS | 38802 | HOUSING | MS | 501C3 | 10 | N/A | false |
| UMSS OF JACKSON AREA INC | |||||||||
| P O BOX 1567 | TUPELO | MS | 38802 | HOUSING | MS | 501C3 | 10 | N/A | false |
| UMSS OF TUPELO AREA INC | |||||||||
| P O BOX 1567 | TUPELO | MS | 38802 | HOUSING | MS | 501C3 | 10 | N/A | false |
| WESLEY MANOR RETIREMENT COMMUNITY | |||||||||
| P O BOX 1567 | TUPELO | MS | 38802 | HOUSING | MS | 501C3 | 10 | N/A | false |
| MARTHA COKER HOME INC | |||||||||
| P O BOX 1567 | TUPELO | MS | 38802 | HOUSING | MS | 501C3 | 3 | N/A | false |
| UMSS OF GOLDEN TRIANGLE AREA INC | |||||||||
| P O BOX 1567 | TUPELO | MS | 38802 | HOUSING | MS | 501C3 | 10 | N/A | false |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Receipt Of Int Annts Rnts Rylts | false | ReceiptOfIntAnntsRntsRyltsInd |
| Gift Grnt Or Cap Contri To Oth Org | false | GiftGrntOrCapContriToOthOrgInd |
| Gift Grnt Cap Contri From Oth Org | Yes (true) | GiftGrntCapContriFromOthOrgInd |
| Loans Or Guarantees To Other Org | false | LoansOrGuaranteesToOtherOrgInd |
| Loans Or Guarantees From Oth Org | false | LoansOrGuaranteesFromOthOrgInd |
| Div Related Organization | false | DivRelatedOrganizationInd |
| Asset Sale To Other Org | false | AssetSaleToOtherOrgInd |
| Asset Purchase From Other Org | false | AssetPurchaseFromOtherOrgInd |
| Asset Exchange | false | AssetExchangeInd |
| Rental Of Facilities To Oth Org | false | RentalOfFacilitiesToOthOrgInd |
| Rental Of Fclts From Oth Org | false | RentalOfFcltsFromOthOrgInd |
| Perform Of Services For Oth Org | false | PerformOfServicesForOthOrgInd |
| Perform Of Services By Other Org | false | PerformOfServicesByOtherOrgInd |
| Sharing Of Facilities | Yes (true) | SharingOfFacilitiesInd |
| Paid Employees Sharing | Yes (true) | PaidEmployeesSharingInd |
| Reimbursement Paid To Other Org | Yes (true) | ReimbursementPaidToOtherOrgInd |
| Reimbursement Paid By Other Org | false | ReimbursementPaidByOtherOrgInd |
| Transfer To Other Org | false | TransferToOtherOrgInd |
| Transfer From Other Org | false | TransferFromOtherOrgInd |
Transactions Related Org TransactionsRelatedOrgGrp (4 entries)
| Transaction TypeTransactionTypeTxt | InvolvedInvolvedAmt | Method Of Amount DeterminationMethodOfAmountDeterminationTxt |
|---|---|---|
| MMSS INC | ||
| E | $1,300 | COST |
| UMSS OF JACKSON AREA INC | ||
| D | $836 | COST |
| MMSS INC | ||
| P | $221,523 | COST |
| MMSS INC | ||
| C | $167,393 | CASH AMOUNT |
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