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Nonprofiteer
← UNITED METHODIST SENIOR SERVICES OF GOLDEN TRIANGLE AREA INC

Form 990 for tax year 2022

Filed by UNITED METHODIST SENIOR SERVICES OF GOLDEN TRIANGLE AREA INC.

Totals

Total revenue
$8,855,210
Total expenses
$8,607,444
Contributions and grants received
$0
Grants paid
$0
Program service revenue
$8,801,194
Investment income
$54,016
Other revenue
$0
Total assets, end of year
$5,117,145
Total liabilities, end of year
$458,116
Net assets or fund balances, end of year
$4,659,029
Program services expenses (Part IX)
$6,526,441
Management and general expenses
$2,081,003
Fundraising expenses
$0
Program service expenses (Part III)
$6,526,441

Program services were 75.8% of total expenses calculated — Part IX's program-services column over total expenses, both as filed.

Line items

Every line the filer filed in Parts VIII, IX and X, as filed and in filed order. Blank columns are left out, and the lines are not forced to add up to the totals above.

Revenue

Part VIII, the statement of revenue.

  • 2a · Program service revenue: ROUTINE SERVICES

    total $8,758,199 · related or exempt $8,758,199

  • 2b · Program service revenue: OTHER SERVICES

    total $26,367 · related or exempt $26,367

  • 2c · Program service revenue: BEAUTY SHOP

    total $11,204 · related or exempt $11,204

  • 2d · Program service revenue: GUEST MEALS

    total $5,424 · excluded $5,424

  • 3 · Investment income

    total $54,016 · related or exempt $51,734 · excluded $2,282

Functional expenses

Part IX, the statement of functional expenses.

  • 7 · Other salaries and wages

    total $4,060,913 · program services $3,618,519 · management and general $442,394

  • 9 · Other employee benefits

    total $794,046 · management and general $794,046

  • 10 · Payroll taxes

    total $306,417 · program services $274,234 · management and general $32,183

  • 11a · Fees: management

    total $317,938 · management and general $317,938

  • 11c · Fees: accounting

    total $12,299 · management and general $12,299

  • 11g · Fees: other

    total $190,547 · program services $157,909 · management and general $32,638

  • 12 · Advertising and promotion

    total $33,495 · program services $3,618 · management and general $29,877

  • 13 · Office expenses

    total $155,361 · program services $133,566 · management and general $21,795

  • 14 · Information technology

    total $79,018 · management and general $79,018

  • 16 · Occupancy

    total $263,376 · program services $234,249 · management and general $29,127

  • 17 · Travel

    total $15,700 · management and general $15,700

  • 19 · Conferences, conventions and meetings

    total $4,948 · management and general $4,948

  • 22 · Depreciation, depletion and amortization

    total $206,124 · program services $206,124

  • 23 · Insurance

    total $171,982 · program services $28,836 · management and general $143,146

  • 24a · Other expenses: THERAPY CHARGES

    total $614,847 · program services $614,847

  • 24b · Other expenses: RAW FOOD

    total $572,774 · program services $572,774

  • 24c · Other expenses: MEDICATIONS

    total $215,394 · program services $215,394

  • 24d · Other expenses: SUPPLIES

    total $194,538 · program services $194,538

  • 24e · All other expenses

    total $397,727 · program services $271,833 · management and general $125,894

Balance sheet

Part X, book values.

  • 1 · Cash, non-interest-bearing

    beginning of year $515,664 · end of year $107,842

  • 2 · Savings and temporary cash investments

    beginning of year $67 · end of year $1,051

  • 4 · Accounts receivable

    beginning of year $463,482 · end of year $567,649

  • 7 · Other notes and loans receivable

    beginning of year $2,362,967 · end of year $2,661,452

  • 8 · Inventories for sale or use

    beginning of year $19,395 · end of year $19,395

  • 9 · Prepaid expenses and deferred charges

    beginning of year $18,535 · end of year $11,002

  • 10a · Land, buildings and equipment: cost or other basis

    $7,537,350

  • 10b · Land, buildings and equipment: accumulated depreciation

    $6,010,420

  • 10c · Land, buildings and equipment, net

    beginning of year $1,624,798 · end of year $1,526,930

  • 15 · Other assets

    beginning of year $82,949 · end of year $221,824

  • 17 · Accounts payable and accrued expenses

    beginning of year $420,995 · end of year $323,978

  • 19 · Deferred revenue

    end of year $1,266

  • 23 · Secured mortgages and notes payable

    beginning of year $32,078 · end of year $32,101

  • 25 · Other liabilities

    beginning of year $171,787 · end of year $100,771

  • 27 · Net assets without donor restrictions

    beginning of year $4,462,997 · end of year $4,659,029

Mission and programs · 2022

Mission

HEALTH CARE SERVICES TO THE ELDERLY

Activities or mission (Part I)

UNITED METHODIST SENIOR SERVICES OF GOLDEN TRIANGLE AREA'S MISSION IS TO PROVIDE HOUSING AND PERSONAL CARE SERVICES TO THE ELDERLY OR DISABLED IN THE SPIRIT OF CHRISITIAN LOVE.

  • TRINITY HEALTHCARE'S SKILLED NURSES PROVIDE QUALITY CARE IN A COMFORTABLE, SAFE AND LOVING ENVIRONMENT AT AFFORDABLE RATES TO THE RESIDENTS OF THIS 60-BED FACILITY. WITH HANDS-ON LEADERSHIP AND THROUGH THEIR UNWAVERING COMMITTMENT TO THE WELFARE OF MISSISSIPPI'S ELDERS, THE DEDICATED STAFF AT TRINITY HEALTHCARE HAS CONSISTENTLY RECEIVED SOME OF THE HIGHEST SERVICE RATINGS IN THE INDUSTRY. TRINITY HEALTHCARE WORKS HARD TO PROVIDE MANY AMENITIES WHICH MAKE THE TRANSITION FROM HOME TO SKILLED NURSING CARE EASIER FOR TLDERS AND THEIR FAMILIES. PHYSICAL, SPEECH AND OCCUPATIONAL THERAPISTS WORK WITH ELDERS TO IMPROVE THEIR QUALITY OF LIFE. DAILY ACTIVITIES ARE P;ANNED BY A TRAINED ACTIVITIES DIRECTOR AND OFFER EVERY ELDER AN OPPORTUNITY TO DISCOVER SOMETHING NEW AND EXCITING.

    Expenses $5,577,127 · Revenue $7,099,533

  • TRINITY'S FIFTY-TWO PERSONAL CARE SUITES OFFER A PERFECT BLEND OF INDEPENDENCE AND ASSISTANCE. RESIDENTS ARE ENCOURAGED TO DO AS MUCH AS POSSIBLE FOR THEMSELVES; HOWEVER, THE STAFF IS ALWAYS WILLING TO HELP. TRINITY PLACE PERSONAL CARE BRIDGES THE GAP BETWEEN RETIREMENT LIVING AND SKILLED NURSING CARE. AS HEALTH CARE NEEDS BEGIN TO CHANGE, PERSONAL CARE IS A POPULAR CHOICE. IT IS COMFORTING TO KNOW THAT THIS LEVEL OF CARE OFFERS THREE MEALS A DAY, MEDICATION ASSISTANCE, HOUSEKEEPING AND LAUNDRY SERVICE, AND ASSISTANCE WITH THE ACTIVITIES OF DAILY LIVING SUCH AS BATHING AND DRESSING. THE STAFF AT TRINITY PERSONAL CARE ASSISTS RESIDENTS IN EVERY WAY POSSIBLE WHILE HELPING THEM MAINTAIN THEIR INDEPENDENCE AND DIGNITY.

    Expenses $949,314 · Revenue $1,747,971

  • N/A

As filed on the 2022 return.

Listed in Part VII

  • STEVE MCALILLY

    PRESIDENT/CEO

    Total calculated
    $675,442
    From this org
    $0
    From related orgs
    $501,440
    Other
    $174,002
    Hours/week
    1 + 40 related

    Schedule J breakdown matched by us

    Base
    $0 + $501,440 related
    Bonus
    $0
    Other
    $0
    Deferred
    $0 + $154,671 related
    Nontaxable benefits
    $0 + $19,331 related
    Filer's total
    $0 + $675,442 related

  • CHRISTIE VANCE

    VICE PRES/COO

    Total calculated
    $316,451
    From this org
    $0
    From related orgs
    $298,470
    Other
    $17,981
    Hours/week
    1 + 40 related

    Schedule J breakdown matched by us

    Base
    $0 + $298,470 related
    Bonus
    $0
    Other
    $0
    Deferred
    $0
    Nontaxable benefits
    $0 + $17,981 related
    Filer's total
    $0 + $316,451 related

  • SHELLEY TUGGLE

    EXECUTIVE DIRECTOR

    Total calculated
    $142,791
    From this org
    $0
    From related orgs
    $125,957
    Other
    $16,834
    Hours/week
    20 + 20 related

  • BRENDA COMER

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    0.25

  • JIMMY E CRIDDLE

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    0.25

  • MARK CRIGLER

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    0.25

  • JOHN DAVIS

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    0.25

  • JOHN EAST

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    0.25

  • DEBBIE GARD

    SECRETARY

    Total calculated
    $0
    Hours/week
    0.25

  • BOB HOWLAND

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    0.25

  • LINDER IRBY

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    0.25

  • TERESA MILEY

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    0.25

  • VAN RAY

    CHAIRMAN/EX OFFICIO

    Total calculated
    $0
    Hours/week
    0.25

  • SARAH SANDERS

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    0.25

  • SAMMY TOWNSEND

    CHAIRMAN

    Total calculated
    $0
    Hours/week
    0.25

  • TOM WALLER

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    0.25

  • BILL H WEST

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    0.25

  • JAY WIYGUL

    VICE-CHAIRMAN

    Total calculated
    $0
    Hours/week
    0.25

  • SANDRA WOODARD

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    0.25

  • JIM ZUELZKE

    VICE PRESIDENT FINANCE

    Total calculated
    $250,541
    From this org
    $0
    From related orgs
    $232,996
    Other
    $17,545
    Hours/week
    1 + 40 related

    Schedule J breakdown matched by us

    Base
    $0 + $232,996 related
    Bonus
    $0
    Other
    $0
    Deferred
    $0
    Nontaxable benefits
    $0 + $17,545 related
    Filer's total
    $0 + $250,541 related

  • JEANNE CANTIN

    VICE PRESIDENT/HR

    Total calculated
    $215,885
    From this org
    $0
    From related orgs
    $198,569
    Other
    $17,316
    Hours/week
    1 + 40 related

    Schedule J breakdown matched by us

    Base
    $0 + $198,569 related
    Bonus
    $0
    Other
    $0
    Deferred
    $0
    Nontaxable benefits
    $0 + $17,316 related
    Filer's total
    $0 + $215,885 related

  • ANNE-MICHELLE DANIEL

    VICE PRES/LEADERSHIP DEV.

    Total calculated
    $148,996
    From this org
    $0
    From related orgs
    $139,620
    Other
    $9,376
    Hours/week
    1 + 40 related

Compensation is as filed in Part VII: reportable pay from this organization and from related organizations, other compensation, and hours per week. The total, marked calculated, is our sum of the three dollar columns, with a blank column counted as $0; the form itself has no total. On a Form 990-EZ the columns are Part IV's instead, and on a Form 990-PF Part VIII's — compensation, contributions to benefit plans, and expense account — and the total sums those. A Schedule J breakdown is as filed: base pay, bonus, other, deferred compensation and nontaxable benefits from this organization, with any from related organizations beside each, and the filer's own total. It is shown with the Part VII listing of the same name on the same return. The form gives no key between the two, so that pairing is ours, and is marked matched by us.

Schedule J

Answered yes

  • 4b · Supplemental nonqualified retirement plan

Answered no

  • 4a · Severance or change-of-control payment
  • 4c · Equity-based compensation arrangement
  • 5a · Pay contingent on this organization's revenues
  • 5b · Pay contingent on a related organization's revenues
  • 6a · Pay contingent on this organization's net earnings
  • 6b · Pay contingent on a related organization's net earnings
  • 7 · Other non-fixed payments
  • 8 · Paid under the initial-contract exception

The filer's explanations (Part III)

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.

Part I's answers as filed. A line not listed was left unanswered; on lines 1a and 3 that means the box was not checked.

Grants on this return

No itemized grants to organizations on this return.

Related organizations on this return

Schedule R Part II: tax-exempt organizations related to the filer by control. It does not record shared board members or money.

Provenance

Return type
form_990
Tax year
2022
Filed
14 November 2023
IRS schema version
2022v5.0
Source object
202333189349316083

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