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Nonprofiteer
← MISSISSIPPI METHODIST SENIOR SERVICES INC

Form 990 for tax year 2023

Filed by MISSISSIPPI METHODIST SENIOR SERVICES INC.

Totals

Total revenue
$16,880,006
Total expenses
$15,962,335
Contributions and grants received
$1,679,649
Grants paid
$516,285
Program service revenue
$14,760,032
Investment income
$402,470
Other revenue
$37,855
Total assets, end of year
$22,392,683
Total liabilities, end of year
$4,377,233
Net assets or fund balances, end of year
$18,015,450
Program services expenses (Part IX)
$9,467,367
Management and general expenses
$5,643,561
Fundraising expenses
$851,407
Program service expenses (Part III)
$9,467,367

Program services were 59.3% of total expenses calculated — Part IX's program-services column over total expenses, both as filed.

Listed in Part VII

  • STEPHEN MCALILLY

    PRESIDENT, CEO

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

    Schedule J breakdown matched by us

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

  • POLLY BAILEY

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    0.25

  • LLOYD GRAY

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    0.25

  • LARRY MINNIX

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    0.25

  • JOLEE HUSSEY

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    0.25

  • JOE MAY

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    0.25

  • JAUNITA FLOYD

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    0.25

  • VAN RAY

    PAST CHAIRMAN/BOARD MEMBER

    Total calculated
    $0
    Hours/week
    0.25

  • HAMP DYE

    SECRETARY

    Total calculated
    $0
    Hours/week
    0.25

  • EMBRA K JACKSON

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    0.25

  • DIANE B HAVARD

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    0.25

  • DAVE VINCENT

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    0.25

  • CYNTHIA PARKER

    PAST CHAIRMAN/EX-OFFICIO

    Total calculated
    $0
    Hours/week
    0.25

  • CLAIRE DOBBS

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    0.25

  • BILL WEST

    CHAIRMAN

    Total calculated
    $0
    Hours/week
    0.25

  • JIMMY E CRIDDLE

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    0.25

  • ALICE GORMAN

    VICE-CHAIRMAN

    Total calculated
    $0
    Hours/week
    0.25

  • ANNE-MICHELLE DANIEL

    VICE PRESIDENT OF LEADERSH

    Total calculated
    $136,486
    From this org
    $135,808
    From related orgs
    $0
    Other
    $678
    Hours/week
    40

  • BRITTANY CUEVAS

    VICE PRESIDENT OF PHILANTHROPY

    Total calculated
    $128,369
    From this org
    $110,283
    From related orgs
    $0
    Other
    $18,086
    Hours/week
    40

  • CHRISTIE VANCE

    VICE PRESIDENT/CHIEF OPERATIONS OFFICER

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

    Schedule J breakdown matched by us

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

  • JAMES ZUELZKE

    VICE PRESIDENT/FINANCE

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

    Schedule J breakdown matched by us

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

  • JEANNE CANTIN

    VICE PRESIDENT/HUMAN RESOU

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

    Schedule J breakdown matched by us

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

  • WILLIAM REID

    DIRECTOR OF INFORMATION TECHNOLOGY

    Total calculated
    $155,482
    From this org
    $137,216
    From related orgs
    $0
    Other
    $18,266
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $137,216
    Bonus
    $0
    Other
    $0
    Deferred
    $0
    Nontaxable benefits
    $18,266
    Filer's total
    $155,482

  • TAMALA MARTIN

    ADMINISTRATOR-NURSING HOME

    Total calculated
    $153,941
    From this org
    $135,685
    From related orgs
    $0
    Other
    $18,256
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $135,685
    Bonus
    $0
    Other
    $0
    Deferred
    $0
    Nontaxable benefits
    $18,256
    Filer's total
    $153,941

  • SONJA JENKINS

    LEGAL COUNSEL/DIRECTOR

    Total calculated
    $169,199
    From this org
    $158,913
    From related orgs
    $0
    Other
    $10,286
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $158,913
    Bonus
    $0
    Other
    $0
    Deferred
    $0
    Nontaxable benefits
    $10,286
    Filer's total
    $169,199

  • SHELLEY TUGGLE

    EXECUTIVE DIRECTOR

    Total calculated
    $151,429
    From this org
    $133,190
    From related orgs
    $0
    Other
    $18,239
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $133,190
    Bonus
    $0
    Other
    $0
    Deferred
    $0
    Nontaxable benefits
    $18,239
    Filer's total
    $151,429

  • DONALD SWEENEY

    DIRECTOR OF PHARMACY SERVICES

    Total calculated
    $210,346
    From this org
    $191,717
    From related orgs
    $0
    Other
    $18,629
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $191,717
    Bonus
    $0
    Other
    $0
    Deferred
    $0
    Nontaxable benefits
    $18,629
    Filer's total
    $210,346

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
2023
Filed
8 November 2024
IRS schema version
2023v5.1
Source object
202423199349314877

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

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