Mississippi Methodist Senior Services Inc

Nonprofit profile at a glance

EIN
646026549
IRS 990 coverage
2010–2024
Forms available
Form 990 2024, Form 990-T 2024
Location
Tupelo, MS, USA
Phone
6628448977
Rating
73
Verdict
SUPPORTED
Rating confidence
Standard
Sector
Senior Centers
Affiliation
Christianity

Official website

Reported finances

Revenue
$16,906,393
Expenses
$16,447,060
Assets
$22,640,759
Liabilities
$4,174,597

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

Leadership & pay

27 people listed

Executive titles in this filing

  • STEPHEN MCALILLY (PRESIDENT, CEO)
  • BRITTANY CUEVAS (VICE PRESIDENT OF PHILANTH)
  • CHRISTIE VANCE (VICE PRESIDENT/CHIEF OPERA)
  • JAMES ZUELZKE (VICE PRESIDENT/FINANCE)
  • JEANNE CANTIN (VICE PRESIDENT/HUMAN RESOU)
  • SHELLEY TUGGLE (EXECUTIVE DIRECTOR)

Highest reported compensation

  • STEPHEN MCALILLY (PRESIDENT, CEO): $678,537 total reported compensation
  • CHRISTIE VANCE (VICE PRESIDENT/CHIEF OPERA): $326,286 total reported compensation
  • JAMES 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

Mississippi methodist senior services 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

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 services and a beauty/barbershop.

Operating model

Revenue model
Other-operating. 92% of the money available for current operations came from other operating revenue.
Distribution model
Direct operator. The filing allocates 94% 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 - The filed numbers largely add up and most voting board members are independent. Fundraising costs are high for each dollar raised and expenses are high relative to revenue.

Rating breakdown

  • Financial Efficiency: 55
  • Transparency & Controls: 86
  • Accountability: 92
  • Sustainability: 43
  • Growth: 100

Detailed rating inputs

Financial Efficiency

  • Mission deployment rate: 60.8%; rating input score 61
  • Program expense ratio: 61.3%; rating input score 61
  • Fundraising efficiency: $1.43 raised per $1 spent on fundraising; rating input score 4; 4th percentile among comparable filings

Transparency & Controls

  • Consistency checks: 94.1%; rating input score 94; 20th percentile among comparable filings
  • Pay-setting controls: 3 of 6 controls in place; rating input score 50
    • Compensation committee: Pass
    • Independent consultant: Missing
    • Other Form 990s reviewed: Missing
    • Written employment contract: Missing
    • Compensation survey or study: Pass
    • Board or committee approval: Pass
  • Foreign activity oversight: Limited
  • Grant itemization coverage: 100%; rating input score 100; 72nd percentile among comparable filings
  • Major donor itemization: Yes; rating input score 100
  • Related-party transparency: Yes; rating input score 100

Accountability

  • Independent voting board: 94.4%; rating input score 94; 28th 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: 2.7%; rating input score 45; 45th percentile among comparable filings
  • Total-asset coverage ratio: 1.38; rating input score 48; 48th percentile among comparable filings
  • Liabilities to assets ratio: 0.18; rating input score 61; 61st percentile among comparable filings
  • Officer compensation ratio: 15.3%; rating input score 8; 8th percentile among comparable filings

Growth

  • Program expense growth: 7.6% per year; rating input score 100; 59th percentile among comparable filings
  • Revenue growth: 6% per year; rating input score 100; 52nd percentile among comparable filings
  • Asset growth: 5.6% per year; rating input score 100; 40th percentile among comparable filings

Details

  • Where the money goes: 60.8% of revenue deployed · 61.3% of spending went to programs
  • Governance: 17 of 18 board members independent · 7 of 8 filing controls reported
  • Programs: 5 filed program accomplishments · $10.1M in reported program spending
  • Leadership: top reported pay $679K · 27 people listed · 3 of 6 pay-setting controls reported
  • Highest-paid contractors: 5 contractors listed · $13.7M reported
  • Consistency: 38 of 39 current checks pass · 1 finding to review
  • Schedules: 10 filed schedules · includes major donors, grants, executive pay, and related organizations
  • Filing history: 14 filing years from 2010 to 2024
  • Contacts: How to reach this organization
  • Money network: 10 filed money-flow records
  • 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.
  • Staff and benefit plans: Retirement and health plans the organization files with the Department of Labor, and the people in them.

Key Signals

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

  • High — Financial Efficiency: Fundraising efficiency scored 4/100.
  • Moderate — Sustainability: Operating margin scored 45/100.
  • Review — Accountability: Governance controls: Document-retention policy not reported.
  • Moderate — Sustainability: Total-asset coverage ratio scored 48/100.
  • High — Sustainability: Officer compensation ratio scored 8/100.
  • Moderate — Transparency & Controls: Schedule A contributions reconciliation did not reconcile in the filed values.