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← UNITED METHODIST SENIOR SERVICES OF CLARKSDALE AREA INC

Form 990 for tax year 2023

Filed by UNITED METHODIST SENIOR SERVICES OF CLARKSDALE AREA INC.

Totals

Total revenue
$1,264,120
Total expenses
$1,464,126
Contributions and grants received
$0
Grants paid
$0
Program service revenue
$1,230,165
Investment income
$6,279
Other revenue
$27,676
Total assets, end of year
$2,538,938
Total liabilities, end of year
$3,456,203
Net assets or fund balances, end of year
-$917,265
Program services expenses (Part IX)
$1,078,471
Management and general expenses
$385,655
Fundraising expenses
$0
Program service expenses (Part III)
$1,078,471

Program services were 73.7% of total expenses calculated — Part IX's program-services column over total expenses, both as filed.

Listed in Part VII

  • STEVE MCALILLY

    PRESIDENT/CEO

    Total calculated
    $719,237
    From this org
    $0
    From related orgs
    $543,594
    Other
    $175,643
    Hours/week
    1 + 40 related

    Schedule J breakdown matched by us

    Base
    $0 + $543,594 related
    Bonus
    $0
    Other
    $0
    Deferred
    $0 + $154,671 related
    Nontaxable benefits
    $0 + $20,972 related
    Filer's total
    $0 + $719,237 related

  • CHRISTIE VANCE

    VICE PRES/COO

    Total calculated
    $327,266
    From this org
    $0
    From related orgs
    $307,864
    Other
    $19,402
    Hours/week
    1 + 40 related

    Schedule J breakdown matched by us

    Base
    $0 + $307,864 related
    Bonus
    $0
    Other
    $0
    Deferred
    $0
    Nontaxable benefits
    $0 + $19,402 related
    Filer's total
    $0 + $327,266 related

  • MONICA JENNINGS

    EXECUTIVE DIRECTOR

    Total calculated
    $70,558
    From this org
    $0
    From related orgs
    $52,854
    Other
    $17,704
    Hours/week
    40

  • LORRAINE CANCER

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    0.25

  • ED EXUM

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    0.25

  • BESS HOUSTON

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    0.25

  • BOB HOWARD

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    0.25

  • ED PEACOCK III

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    0.25

  • SHAW JOHNSON III

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    0.25

  • ELLINGTON F MASSY

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    0.25

  • JEAN OWEN

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    0.25

  • BETH PEGRAM

    SECRETARY

    Total calculated
    $0
    Hours/week
    0.25

  • PAT ROBINETTE

    CHAIRMAN

    Total calculated
    $0
    Hours/week
    0.25

  • RODGE RODGERS

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    0.25

  • TOM ROSS

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    0.25

  • NEVILLE VANDERBURG

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    0.25

  • BOB BOBO III

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    0.25

  • JOHN MULLINS JR

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    0.25

  • BILL H WEST

    CHAIRMAN

    Total calculated
    $0
    Hours/week
    0.25

  • JIM ZUELZKE

    VICE PRESIDENT FINANCE

    Total calculated
    $292,620
    From this org
    $0
    From related orgs
    $273,447
    Other
    $19,173
    Hours/week
    1 + 40 related

    Schedule J breakdown matched by us

    Base
    $0 + $273,447 related
    Bonus
    $0
    Other
    $0
    Deferred
    $0
    Nontaxable benefits
    $0 + $19,173 related
    Filer's total
    $0 + $292,620 related

  • JEANNE CANTIN

    VICE PRESIDENT/HR

    Total calculated
    $226,801
    From this org
    $0
    From related orgs
    $208,063
    Other
    $18,738
    Hours/week
    1 + 40 related

    Schedule J breakdown matched by us

    Base
    $0 + $208,063 related
    Bonus
    $0
    Other
    $0
    Deferred
    $0
    Nontaxable benefits
    $0 + $18,738 related
    Filer's total
    $0 + $226,801 related

  • ANNE-MICHELLE DANIEL

    VICE PRES/LEADERSHIP DEV.

    Total calculated
    $136,486
    From this org
    $0
    From related orgs
    $135,808
    Other
    $678
    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
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.

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
2023
Filed
8 November 2024
IRS schema version
2023v5.1
Source object
202413199349314691

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