Lauderdale Senior Services Inc

Nonprofit profile at a glance

EIN
640678962
IRS 990 coverage
2010–2024
Forms available
Form 990 2024
Location
Tupelo, MS, USA
Phone
6628448977
Rating
69
Verdict
SUPPORTED
Rating confidence
Moderate
Sector
Senior Citizens' Housing/Retirement Communities
Affiliation
Christianity

Official website

Reported finances

Revenue
$1,089,576
Expenses
$1,095,018
Assets
$2,535,517
Liabilities
$3,313,431

Source: IRS Form 990. Selected filing: tax year 2024. Amounts in USD.

Leadership & pay

22 people listed

Executive titles in this filing

  • CHRISTIE VANCE (VICE PRESIDENT/COO)
  • ROBYN STEPHENS (EXECUTIVE DIRECTOR)
  • STEVE MCALILLLY (PRESIDENT/CEO)
  • JEANNE CANTIN (VICE PRESIDENT/HR)
  • JIM ZUELZKE (VICE PRESIDENT FINANCE)
  • BRITTANY CUEVAS (VICE PRESIDENT OF PHILANTHROPY)

Highest reported compensation

  • STEVE MCALILLLY (PRESIDENT/CEO): $678,537 total reported compensation
  • CHRISTIE VANCE (VICE PRESIDENT/COO): $326,286 total reported compensation
  • JIM ZUELZKE (VICE PRESIDENT FINANCE): $285,449 total reported compensation

Source: IRS Form 990. Selected filing: tax year 2024. Names and roles reflect this filing, not necessarily current officeholders.

Overview

Mission

Lauderdale senior services, inc. Is dedicated to providing housing and personal care services to the elderly or disabled in the spirit of christian love.

What it reported doing in 2024

Lauderdale senior services is the housing choice for some of the most active older adults in the meridian, Mississippi area. Dedicated to serving older adults in the spirit of christian love. The experienced staff makes lauderdale senior services a home where residents can trulyenjoy their retirement with some of the best neighbors in town. Lauderdale senior services, inc. Has sixty apartments that offer government assistance to those who qualify through a section 8/202 hud program. Rent rates are based on an individual's personal income/assets and medical expenses. Lauderdale senior services offer recreational, educational, and cultural programs on a daily basis. The pastoral care program ensures that residents' emotional and spiritual needs are met while an emergency call system and scheduled transportation to a resident's doctor or shopping for groceries helps maintain physical wellness.

Operating model

Revenue model
Cannot be determined from the filing. The filing does not provide enough consistent revenue detail to tell how this nonprofit funds its work.
Distribution model
Direct operator. The filing allocates 100% of reported program-service expenses outside its grant, affiliate-payment, and member-benefit lines. This expense classification does not rule out separately announced grant awards.

The verdict

SUPPORTED - A large share of available resources goes toward mission work and the filed numbers largely add up. Few specific pay-setting methods are documented in the filing; unanswered boxes are not proof of absence and expenses are high relative to revenue.

Rating breakdown

  • Financial Efficiency: 68
  • Transparency & Controls: 60
  • Accountability: 86
  • Sustainability: 38
  • Growth: 100

Detailed rating inputs

Financial Efficiency

  • Mission deployment rate: 77.2%; rating input score 77
  • Program expense ratio: 76.9%; rating input score 77
  • Fundraising efficiency: Limited

Transparency & Controls

  • Consistency checks: 100%; rating input score 100; 63rd percentile among comparable filings
  • Pay-setting controls: 0 of 6 controls in place; rating input score 0
    • Compensation committee: Missing
    • Independent consultant: Missing
    • Other Form 990s reviewed: Missing
    • Written employment contract: Missing
    • Compensation survey or study: Missing
    • Board or committee approval: Missing
  • Foreign activity oversight: Limited
  • Grant itemization coverage: Limited
  • Major donor itemization: Limited
  • Related-party transparency: Limited

Accountability

  • Independent voting board: 84.2%; rating input score 84; 20th percentile among comparable filings
  • Governance controls: 7 of 8 controls in place; rating input score 88
    • Conflict-of-interest policy: Pass
    • Whistleblower policy: Pass
    • Document-retention policy: Fail
    • CEO compensation review process: Pass
    • Other executive compensation review process: NotApplicable
    • Form 990 shared with the board: Pass
    • Board meeting minutes documented: Pass
    • Audit committee oversight: Pass
    • Independent financial-statement audit: Pass

Sustainability

  • Operating margin: -0.5%; rating input score 34; 34th percentile among comparable filings
  • Total-asset coverage ratio: 2.32; rating input score 69; 69th percentile among comparable filings
  • Liabilities to assets ratio: 1.31; rating input score 4; 4th percentile among comparable filings
  • Officer compensation ratio: 22.7%; rating input score 12; 12th percentile among comparable filings

Growth

  • Program expense growth: 8.4% per year; rating input score 100; 57th percentile among comparable filings
  • Revenue growth: 6.2% per year; rating input score 100; 50th percentile among comparable filings
  • Asset growth: 12.5% per year; rating input score 100; 66th percentile among comparable filings

Details

  • Where the money goes: 77.2% of revenue deployed · 76.9% of spending went to programs
  • Governance: 16 of 19 board members independent · 7 of 8 filing controls reported
  • Programs: 1 filed program accomplishment · $842K in reported program spending
  • Leadership: top reported pay $679K · 22 people listed · 0 of 6 pay-setting controls reported
  • Consistency: 27 of 27 current checks pass
  • Schedules: 6 filed schedules · includes executive pay
  • Filing history: 14 filing years from 2010 to 2024
  • Contacts: How to reach this organization
  • Related organizations: 17 filed related-organization links
  • Grant readiness: Federal tax and exclusion status, award history, and grant-maker relationships.
  • People: Everyone the filings name, and which of them the filings identify by more than a name.

Key Signals

Signals prioritize questions for review. They are not findings of misconduct.

  • High — Transparency & Controls: Pay-setting controls scored 0/100.
  • Moderate — Sustainability: Operating margin scored 34/100.
  • Review — Accountability: Governance controls: Document-retention policy not reported.
  • High — Sustainability: Liabilities to assets ratio scored 4/100.
  • High — Sustainability: Officer compensation ratio scored 12/100.