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Nonprofiteer
← MISSISSIPPI METHODIST SENIOR SERVICES INC

Form 990 for tax year 2022

Filed by MISSISSIPPI METHODIST SENIOR SERVICES INC.

Totals

Total revenue
$11,505,173
Total expenses
$9,572,274
Contributions and grants received
$2,571,989
Grants paid
$391,411
Program service revenue
$9,305,518
Investment income
-$416,493
Other revenue
$44,159
Total assets, end of year
$21,368,170
Total liabilities, end of year
$4,006,660
Net assets or fund balances, end of year
$17,361,510
Program services expenses (Part IX)
$5,455,427
Management and general expenses
$3,372,343
Fundraising expenses
$744,504
Program service expenses (Part III)
$5,455,427

Program services were 57.0% of total expenses calculated — Part IX's program-services column over total expenses, both as filed.

Listed in Part VII

  • LLOYD GRAY

    PAST CHAIRMAN/EX-OFFICIO

    Total calculated
    $0
    Hours/week
    0.25

  • POLLY BAILEY

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    0.25

  • VAN RAY

    CHAIRMAN

    Total calculated
    $0
    Hours/week
    0.25

  • JOE MAY

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    0.25

  • BILL WEST

    VICE-CHAIRMAN

    Total calculated
    $0
    Hours/week
    0.25

  • CYNTHIA PARKER

    PAST CHAIRMAN/EX-OFFICIO

    Total calculated
    $0
    Hours/week
    0.25

  • LLOYD GRAY

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    0.25

  • JIMMY E CRIDDLE

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    0.25

  • JOLEE HUSSEY

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    0.25

  • EMBRA K JACKSON

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    0.25

  • LARRY PUPA

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    0.25

  • CLAIRE DOBBS

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    0.25

  • JAUNITA FLOYD

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    0.25

  • DAVE VINCENT

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    0.25

  • LARRY MINNIX

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    0.25

  • HAMP DYE

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    0.25

  • ALICE GORMAN

    SECRETARY

    Total calculated
    $0
    Hours/week
    0.25

  • STEPHEN MCALILLY

    PRESIDENT, CEO

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

    Schedule J breakdown matched by us

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

  • JEANNE CANTIN

    VICE PRESIDENT/HUMAN RESOURCES & BENEFITS

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

    Schedule J breakdown matched by us

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

  • ANNE-MICHELLE DANIEL

    VICE PRESIDENT OF LEADERSHIP DEVELOPMENT

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

  • CHRISTIE VANCE

    VICE PRESIDENT/CHIEF OPERATIONS OFFICER

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

    Schedule J breakdown matched by us

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

  • JAMES ZUELZKE

    VICE PRESIDENT/FINANCE

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

    Schedule J breakdown matched by us

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

  • BRITTANY CUEVAS

    VICE PRESIDENT/PHILANTHROPY

    Total calculated
    $109,216
    From this org
    $99,268
    From related orgs
    $0
    Other
    $9,948
    Hours/week
    40

  • SONJA JENKINS

    LEGAL COUNSEL/DIRECTOR

    Total calculated
    $164,791
    From this org
    $155,311
    From related orgs
    $0
    Other
    $9,480
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $155,311
    Bonus
    $0
    Other
    $0
    Deferred
    $0
    Nontaxable benefits
    $9,480
    Filer's total
    $164,791

  • TAMALA MARTIN

    ADMINISTRATOR-NURSING HOME

    Total calculated
    $148,402
    From this org
    $131,531
    From related orgs
    $0
    Other
    $16,871
    Hours/week
    40

  • DONALD SWEENEY

    DIRECTOR OF PHARMACY SERVICES

    Total calculated
    $199,615
    From this org
    $182,406
    From related orgs
    $0
    Other
    $17,209
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $182,406
    Bonus
    $0
    Other
    $0
    Deferred
    $0
    Nontaxable benefits
    $17,209
    Filer's total
    $199,615

  • SHELLEY TUGGLE

    EXECUTIVE DIRECTOR

    Total calculated
    $142,791
    From this org
    $125,957
    From related orgs
    $0
    Other
    $16,834
    Hours/week
    40

  • WILLIAM REID

    DIRECTOR OF INFORMATION TECHNOLOGY

    Total calculated
    $132,018
    From this org
    $115,256
    From related orgs
    $0
    Other
    $16,762
    Hours/week
    40

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

  • 1a · First-class or charter travel
  • 1a · Health or social club dues or initiation fees
  • 2 · Substantiation required before reimbursing expenses
  • 3 · Compensation committee
  • 3 · Compensation survey or study
  • 3 · Approval by the board or compensation committee
  • 4b · Supplemental nonqualified retirement plan

Answered no

  • 1b · Written policy on the line-1a expenses
  • 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 1B
THE ORGANIZATION DOES NOT HAVE A WRITTEN POLICY REGARDING HEALTH AND SOCIAL CLUB DUES. THE ORGANIZATION PAYS THE DUES FOR ALL EMPLOYEES THAT UTILIZE THE LOCAL WELLNESS CENTER. THERE ARE 13 EMPLOYEES OF THE ORGANIZATION THAT CURRENTLY UTILIZE THE WELLNESS CENTER. WELLNESS CENTER DUES WERE DETERMINED TO BE TAXABLE AND INCLUDED IN THE EMPLOYEES' W-2S. THE ORGANIZATION DOES NOT HAVE A WRITTEN POLICY REGARDING FIRST CLASS OR CHARTER TRAVEL. THE ORGANIZATION'S PRESIDENT AND CEO HAS A PRIVATE PLANE THAT IS SOMETIMES USED FOR BUSINESS TRAVEL WHERE THE CEO IS REIMBURSED ON A RATE APPROVED BY THE MMSS BOARD OF DIRECTORS.
PART I, LINE 3
THE EXECUTIVE COMMITTEE OF THE ORGANIZATION'S 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
202323189349316092

Check it against the return as filed: the GivingTuesday Data Lake hosts a public copy of the original XML.

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