Mississippi Methodist Senior Services INC

Tax-deductible

Tupelo, MS501(c)(3)Since 1962Human ServicesEIN 64-6026549Revenue $16.9M in FY2024

On file with the IRSmss.org109 S Broadway St, 38804-4803 · Tupelo, MSTax-exempt since Feb 1965Publicly supported charity — 170(b)(1)(A)(vi)

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Mississippi Methodist Senior Services, INC. (mmss) is one of the nation's leading providers of housing, Services and long-term care for older adults. IT is listed in the leadingage zieger 150 as the 53rd largest not-for- profit, multi-state Senior living organization. IT is nationally recognized for its innovative approaches to long-term care and pioneered the nation's first "green house" model of skilled nursing care. To date there are green house homes in 32 states.

501(c)(3) charity; gifts are tax-deductible.
61¢ of each $1 spent went to programs.
Run by 394 volunteers and 1,371 employees.
Mission: Form 990 Part I, line 1 · Status: IRS Pub. 78 · Programs: Part IX · People: Part I, lines 5–6

Before you give

FY2024 · Form 990Independent: from IRS data, not the org
Download 990
IRS status
501(c)(3)
not on the IRS revocation list
Looks good: listed by the IRS and not on the revocation list.
IRS BMF · Auto-Revocation List
Tax-deductible gifts
Yes
Donations are tax-deductible
Looks good: the IRS lists gifts to it as deductible.
IRS Pub. 78 · IRS BMF
Latest return
FY2024
latest Form 990
Looks good: the latest return is for FY2024, 2 tax years back; within 2 tax years.
IRS e-file · Filing history
Surplus or deficit
5 of 5
filings with a surplus
Average surplus $2.1M a year · 15% of revenue · last 5 filings
Looks good: a surplus in 5 of the last 5 filings.
Pt I · Ln 19 · 5 filings
Spent on programs
61%
of spending
Worth a look: 61% of spending went to programs; under 65%.
Pt IX · Ln 25 · col B
Pay to officers and key staff
$2.2M
to officers and key staff · 13% of spending
Top officer’s pay higher than 96% of similar orgs
Looks good: pay to officers and key staff is 13% of spending; 15% or less.
Pt VII · Sec A
Cash reserves
3 mo
of spending, in cash
Fine: 2.8 months of spending in cash; 1 to 3.
Pt X · Ln 1–2 · Pt I · Ln 18
Named funders
1
named funder · $27K
Fine: 1 funder names it on their filings; under 3.
Funders’ Sch. I, 990-PF
Liabilities
$4.2M
18% of total assets
Looks good: liabilities are 18% of assets; 50% or less.
Pt X · Ln 26
Independent board members
17
of 18 voting members
Looks good: 17 of 18 voting members are independent, a majority.
Pt VI · Ln 1a–1b
Looks goodFineWorth a lookConcernNo data yetTap a box for the reason.
Revenue
$16.9M
+0.2% vs prior year
Spent
$16.4M
To programs
61%
Net assets
$18.5M
By yearFY2020–FY2024
Revenue
$16.9M
FY2024+0.2%
Tap a bar for its year
Revenue by fiscal year
FY2020$12.1M
FY2021$12.3M
FY2022$11.5M
FY2023$16.9M
FY2024$16.9M
Expenses
$16.4M
FY2024▲ +3%
Tap a bar for its year
Expenses by fiscal year
FY2020$9.5M
FY2021$8.0M
FY2022$9.6M
FY2023$16.0M
FY2024$16.4M
Net assets
$18.5M
FY2024▲ +3%
Tap a bar for its year
Net assets by fiscal year
FY2020$13.1M
FY2021$16.0M
FY2022$17.4M
FY2023$18.0M
FY2024$18.5M

From the FY2024 Form 990 · figures checked against the IRS filing · see the original

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Is it real?

Yes. Never revoked by the IRS. Latest filing on record: FY2024. IRS ruling in Feb 1965.

IRS Pub. 78 · IRS Auto-Revocation List · IRS Business Master File

Where the money goes

61 cents of each dollar spent went to programs.

Program services 61% · $10.1M Management & general 34% · $5.5M Fundraising 5% · $833K

Form 990 Part IX, line 25, columns B–D. Every line is in By the numbers.

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Who runs it and what they're paid

27 people listed on the 990; $2.2M paid to officers and key staff.

Part VII, Section A · reportable compensation
President, CEO
$516,561Pt VII · Sec A
Vice President/Chief Opera
$308,246Pt VII · Sec A
Vice President/Finance
$267,667Pt VII · Sec A
Vice President/Human Resou
$207,594Pt VII · Sec A
Director of Pharmacy Servi
$198,674Pt VII · Sec A
Legal Counsel/Director
$159,748Pt VII · Sec A
Director of Information Te
$154,889Pt VII · Sec A
Administrator-Nursing Home
$142,423Pt VII · Sec A

Stephen McAlilly’s $517K as President, CEO is at the 96th percentile of top reported officer pay among 3122 $10–100M human services nonprofits. Peer set: organizations in the same NTEE major field of work and revenue-size band, compared on each org’s own highest-paid officer/key-employee, from Form 990 Part VII / 990-PF Part VIII. Descriptive placement, not a verdict on whether the pay is appropriate.

Compensation history total reportable pay by year · 8 named individuals · Part VII

NameFY2024FY2023FY2022FY2021FY2020
Stephen McAlilly$516,561$543,594$501,440——
Steve McAlilly———$479,532$484,628
Christie Vance$308,246$307,864$298,470$290,398$308,272
James Zuelzke$267,667$273,447$232,996——
Jeanne Cantin$207,594$208,063$198,569$194,158$199,750
Donald Sweeney$198,674$191,717$182,406——
Jim Zuelzke———$193,259$134,466
Valerie Sullivan———$188,501$186,039

Total reportable compensation (Form 990 Part VII column D / Schedule J column E) by filing year, matched by name within this organization. The Schedule J base / bonus / deferred breakdown is not parsed into this dataset.

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Questions the 990 asks

The form asks each of these directly. These are the filed answers.

  • Family or business ties among officersPt VI · Ln 2No
  • Top official's pay set by an independent reviewPt VI · Ln 15aYes

Programs and updates

Provides housing, services, and long-term care for older adults.

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Provided by the organization

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3 programs · $9.4M · in their own filed words · FY2024
01

MMSS ancillary services provides pharmacy and therapy services to nursing home, assisted living and independent living residents at the various facilities. Pharmacy services are also provided to outside services and revenues generated from these outside services are shown as unrelated business income.

$7.6Mprogram expense
02

Traceway manor is a 94-APARTMENT retirement housing facility in tupelo, mississippi, which provides housing and other services to persons 62 years of age and older. Amenities of traceway manor include a nutritious noon meal six days a week, utilities, maintenance, a variety of social, education, and spiritual activities, transportation…

$1.5Mprogram expense
03

Traceway villas, a 31-APARTMENT retirement housing facility in tupelo, mississippi, provides housing and other services to persons 62 years of age and older. Residents receive rent assistance through the department of housing and urban development's section 202 program.

$288Kprogram expense

Funders

Who pays for it.

From grant filings on record. Receipts are incomplete: individual donors are never listed.

Grants

Schedule I · received and paid
Grants received · FY2025
Total grants receivedfrom 1 funder$27K
Grants paid · 5 grants · $2.4M · 2020–2024
Unitemized GrantFY2024$554,925
Unitemized GrantFY2023$516,285
Unitemized GrantFY2022$391,411
Unitemized GrantFY2021$432,983
Unitemized GrantFY2020$454,464

By the numbers

The FY2024 990, line by line.

1The main four
Money inPt VIII
$16.9M
Ln 12
Fees for servicesLn 2g$15.4M
Gifts and grantsLn 1h$1.2M
Investment incomeLn 3$325K
Money outPt IX
$16.4M
Ln 25
Programscol B$10.1M
Managementcol C$5.5M
Fundraisingcol D$833K
Owns and owesPt X
$18.5M
net assets · Ln 32
Cash and savingsLn 1–2$3.9M
Total assetsLn 16$22.6M
LiabilitiesLn 26$4.2M
PeoplePt VI, VII
27
listed · VII A
PaidVII A10
Voting boardVI 1a18
IndependentVI 1b17
2In more detail
Revenue in detailPt VIII
Gifts and grantsLn 1h$1.2M
Fees for servicesLn 2g$15.4M
Investment incomeLn 3$325K
Other incomeLn 4–11$39K
Gains on assetsLn 7$286K
Total revenueLn 12$16.9M
Assets in detailPt X, end of year
CashLn 1$272K
SavingsLn 2$3.6M
Cash and savings togetherLn 1–2$3.9M
InvestmentsLn 11–13$2.8M
Land, buildings, equipmentLn 10c$2.5M
Other assetsLn 15$388K
Total assetsLn 16$22.6M
LiabilitiesLn 26$4.2M
Net assetsLn 32$18.5M
OperationsPt I, VI
EmployeesI 51,371
VolunteersI 6394
Fiscal year endsHeaderDecember
Conflict-of-interest policyVI 12aYes
Whistleblower policyVI 13Yes
Records policyVI 14No
3Year over year
Balance sheet, start vs end of yearPt X · col A, B
LineStart FY24End FY24
Cash and savingsLn 1–2$2.7M$3.9M
InvestmentsLn 11–13$2.6M$2.8M
Land, buildings, equipmentLn 10c$2.7M$2.5M
Total assetsLn 16$22.4M$22.6M
LiabilitiesLn 26$4.4M$4.2M
Net assetsLn 32$18.0M$18.5M
4Every line
Statement of functional expensesPt IX · every line
LineTotalProgramsManagementFundraising
Grants to domestic individualsLn 2$555K$555K
Pay of current officers, directors and key staffLn 5$1.4M$1.3M$116K
Other salaries and wagesLn 7$5.5M$3.3M$1.8M$428K
Pension plan contributionsLn 8$32K$32K
Other employee benefitsLn 9$1.2M$599K$575K$62K
Payroll taxesLn 10$481K$245K$194K$42K
Management feesLn 11a$899K$458K$441K
Legal feesLn 11b$959$959
Accounting feesLn 11c$33K$6K$27K
Other fees for servicesLn 11g$895K$729K$141K$25K
Advertising and promotionLn 12$95K$10K$40K$44K
Office expensesLn 13$532K$280K$164K$87K
Information technologyLn 14$234K$106K$128K
OccupancyLn 16$338K$293K$45K
TravelLn 17$119K$4K$93K$22K
Conferences, conventions and meetingsLn 19$20K$642$19K
InterestLn 20$38K$16K$22K
Depreciation, depletion and amortizationLn 22$360K$205K$155K
InsuranceLn 23$93K$6K$87K
Other expenses (24a–d)Ln 24$3.3M$3.1M$202K
All other expensesLn 24e$255K$192K$57K$7K
Total functional expensesLn 25$16.4M$10.1M$5.5M$833K

Filing history

YearMoney inMoney outIn minus outNet assetsDownload
FY2024 Latest Viewing $16.9M$16.4M$459K$18.5M 990 PDF
FY2023 $16.9M$16.0M$918K$18.0M 990 PDF
FY2022 $11.5M$9.6M$1.9M$17.4M 990 PDF
FY2021 $12.3M$8.0M$4.3M$16.0M 990 PDF
FY2020 $12.1M$9.5M$2.6M$13.1M 990 PDF

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Schedules filed Part IV

III · Programs I · Grants R · Related orgs G · Fundraising L · Interested persons A · Public support F · Foreign M · Noncash
See the full FY2024 990 (6 parts)
Part I · Summary $16,906,393 revenue, 12 lines filed
I-8 Contributions and grantsPrior year $1,679,649$1,187,215
I-9 Program service revenuePrior year $14,760,032$15,355,523
I-10 Investment incomePrior year $402,470$324,968
I-11 Other revenuePrior year $37,855$38,687
I-12 Total revenuePrior year $16,880,006$16,906,393
I-13 Grants and similar amounts paidPrior year $516,285$554,925
I-14 Benefits paid to membersPrior year $0$0
I-15 Salaries and benefitsPrior year $8,644,899$8,672,799
I-16a Professional fundraising feesPrior year $0$0
I-17 Other expensesPrior year $6,801,151$7,219,336
I-18 Total expensesPrior year $15,962,335$16,447,060
I-19 Revenue less expensesPrior year $917,671$459,333
Part VI · Governance 17 of 18 board members independent, 1 to look at
VI-1a Voting members of the governing body18
VI-1b Independent voting members17
VI-14 Document retention and destruction policyNo
VI-2 Family or business relationship among officers or directorsNo
VI-12a Written conflict of interest policyYes
VI-13 Written whistleblower policyYes
VI-15a Process for setting top official's payYes
Part VIII · Statement of revenue $16,906,393 across 8 lines filed
Lines not itemized here account for $64,623 of total revenue; see the IRS return.
VIII-1f All other contributions, gifts and grants$1,187,215
VIII-1h Total contributions, gifts and grants$1,187,215
VIII-2a-f Program service revenue, itemized rows (sum of 2a–2f as filed)Related to mission $15,284,721 · Unrelated business $6,179$15,290,900
VIII-3 Investment incomeExcluded from tax $39,082$39,082
VIII-7 Net gain or loss on sales of assetsExcluded from tax $285,886$285,886
VIII-8 Net income from fundraising eventsExcluded from tax $38,504$38,504
VIII-11a-d Other revenue, itemized rows (sum of 11a–11d as filed)Excluded from tax $183$183
VIII-12 Total revenueRelated to mission $15,344,469 · Unrelated business $6,179 · Excluded from tax $368,530$16,906,393
Part IX · Statement of functional expenses $16,447,060 across 21 lines filed
IX-2 Grants to domestic individualsPrograms $554,925$554,925
IX-5 Pay of current officers, directors and key staffManagement $1,300,068 · Fundraising $115,804$1,415,872
IX-7 Other salaries and wagesPrograms $3,277,171 · Management $1,803,308 · Fundraising $428,335$5,508,814
IX-8 Pension plan contributionsManagement $31,806$31,806
IX-9 Other employee benefitsPrograms $598,607 · Management $574,911 · Fundraising $62,023$1,235,541
IX-10 Payroll taxesPrograms $245,332 · Management $193,749 · Fundraising $41,685$480,766
IX-11a Management feesPrograms $457,688 · Management $440,861$898,549
IX-11b Legal feesManagement $959$959
IX-11c Accounting feesPrograms $6,202 · Management $27,297$33,499
IX-11g Other fees for servicesPrograms $729,450 · Management $140,775 · Fundraising $24,571$894,796
IX-12 Advertising and promotionPrograms $10,181 · Management $40,313 · Fundraising $44,285$94,779
IX-13 Office expensesPrograms $280,180 · Management $164,365 · Fundraising $86,969$531,514
IX-14 Information technologyPrograms $105,976 · Management $128,044$234,020
IX-16 OccupancyPrograms $293,318 · Management $44,846$338,164
IX-17 TravelPrograms $3,878 · Management $93,117 · Fundraising $22,436$119,431
IX-19 Conferences, conventions and meetingsPrograms $642 · Management $19,354$19,996
IX-20 InterestPrograms $16,183 · Management $22,147$38,330
IX-22 Depreciation, depletion and amortizationPrograms $205,312 · Management $154,817$360,129
IX-23 InsurancePrograms $5,859 · Management $86,973$92,832
IX-24 Other expenses (24a–d)Programs $3,104,866 · Management $202,085$3,306,951
IX-24e All other expensesPrograms $191,792 · Management $56,919 · Fundraising $6,676$255,387
IX-25 Total functional expensesPrograms $10,087,562 · Management $5,526,714 · Fundraising $832,784$16,447,060
Part X · Balance sheet $22,640,759 assets, 17 lines filed
Asset lines not itemized here account for $12,471,819; see the IRS return.
X-1 Cash, non-interest-bearingStart of year $1,830,744$272,285
X-2 Savings and temporary cash investmentsStart of year $916,118$3,590,835
X-4 Accounts receivableStart of year $348,805$313,149
X-8 Inventories for sale or useStart of year $214,044$246,020
X-9 Prepaid expenses and deferred chargesStart of year $18,305$23,045
X-10c Land, buildings and equipment, netStart of year $2,697,041$2,538,424
X-11 Publicly traded securitiesStart of year $2,000,607$2,194,502
X-12 Other securitiesStart of year $555,615$602,490
X-15 Other assetsStart of year $423,483$388,190
X-16 Total assetsStart of year $22,392,683$22,640,759
X-17 Accounts payable and accrued expensesStart of year $1,014,594$1,071,644
X-25 Other liabilitiesStart of year $2,406,355$2,338,183
X-26 Total liabilitiesStart of year $4,377,233$4,174,597
X-27 Net assets without donor restrictionsStart of year $12,632,964$13,083,676
X-28 Net assets with donor restrictionsStart of year $5,382,486$5,382,486
X-32 Total net assets or fund balancesStart of year $18,015,450$18,466,162
X-33 Total liabilities and net assetsStart of year $22,392,683$22,640,759
Part XI · Reconciliation of net assets $18,466,162 net assets at year end
XI-1 Total revenue$16,906,393
XI-2 Total expenses$16,447,060
XI-3 Revenue less expenses$459,333
XI-4 Net assets at start of year$18,015,450
XI-8 Prior period adjustments$67,927
XI-9 Other changes in net assets−$76,548
XI-10 Net assets at end of year$18,466,162

Form 990 e-file (XML) FY2024 from the IRS · Classification, formation year and address from the IRS Business Master File

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