Wesley Manor Retirement Community

Nonprofit profile at a glance

EIN
640725882
IRS 990 coverage
2010–2024
Forms available
Form 990 2024
Location
Tupelo, MS, USA
Phone
6628448977
Rating
63
Verdict
SUPPORTED
Rating confidence
Moderate
Sector
Senior Citizens' Housing/Retirement Communities
Affiliation
Christianity

Official website

Reported finances

Revenue
$1,064,676
Expenses
$1,131,195
Assets
$952,998
Liabilities
$3,640,146

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

Leadership & pay

20 people listed

Executive titles in this filing

  • STEVE MCALILLY (PRESIDENT/CEO)
  • JENNIFER THOMPSON (EXECUTIVE DIRECTOR)
  • JIM ZUELZKE (VICE PRESIDENT FINANCE)
  • JEANNE CANTIN (VICE PRESIDENT/HR)
  • BRITTANY CUEVAS (VICE PRESIDENT OF PHILANTHROPY)

Highest reported compensation

  • STEVE MCALILLY (PRESIDENT/CEO): $678,537 total reported compensation
  • CHRISTIE VANCE (VICE PRES/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

Wesley manor retirement community 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

Wesley manor retirement community, inc. Is a 60-unit apartment facility for the elderly or disabled. The retirement living apartments at wesley manor are perfect for those with an active lifestyle or those who are looking to scale back. Nestled among the whispering pines so abundant to the area, wesley manor retirement community is located in hattiesburg, a certified retirement community recognized as one of the "top 100 retirement towns in america" by where to retire magazine and "best places to retire" by david savageau. Easy retirement living in a city recognized for its services to seniors is readily found at wesley manor. Comfort, convenience and affordability make wesley manor an appealing option for retirees who want a friendly environment for their active, independent lifestyle. Retirement living here affords residents the opportunity to become involved in programs, both educational and entertaining, through the university of southern Mississippi and william and carey university who call hattiesburg home. Wesley manor is much more than a plcae to retire. It offers residents affordable, clean, attractive surroundings. The kind, attentive staff strive to create a warm, family atmosphere. Numerous porches and manicured grounds invite seasonal outdoor relaxation. Groceries, shopping malls, and medical facilities are just minutes away, or residents can relax right at home with daily social activities, in-house movies at the tom thumb theater, and weekly worship services.

Operating model

Revenue model
Other-operating. 99% of the money available for current operations came from other operating revenue.
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 - The filed numbers largely add up and most voting board members are independent. Few specific pay-setting methods are documented in the filing; unanswered boxes are not proof of absence and some filing-based governance responses are negative or unanswered.

Rating breakdown

  • Financial Efficiency: 59
  • Transparency & Controls: 60
  • Accountability: 80
  • Sustainability: 23
  • Growth: 80

Detailed rating inputs

Financial Efficiency

  • Mission deployment rate: 68.3%; rating input score 68
  • Program expense ratio: 64.1%; rating input score 64
  • 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: 82.4%; rating input score 82; 19th percentile among comparable filings
  • Governance controls: 7 of 9 controls in place; rating input score 78
    • Conflict-of-interest policy: Pass
    • Whistleblower policy: Pass
    • Document-retention policy: Fail
    • CEO compensation review process: Pass
    • Other executive compensation review process: Fail
    • Form 990 shared with the board: Pass
    • Board meeting minutes documented: Pass
    • Audit committee oversight: Pass
    • Independent financial-statement audit: Pass

Sustainability

  • Operating margin: -6.2%; rating input score 22; 22nd percentile among comparable filings
  • Total-asset coverage ratio: 0.84; rating input score 37; 37th percentile among comparable filings
  • Liabilities to assets ratio: 3.82; rating input score 1; 1st percentile among comparable filings
  • Officer compensation ratio: 20.6%; rating input score 14; 14th percentile among comparable filings

Growth

  • Program expense growth: 1.4% per year; rating input score 100; 23rd percentile among comparable filings
  • Revenue growth: 0.7% per year; rating input score 100; 17th percentile among comparable filings
  • Asset growth: -6% per year; rating input score 0; 6th percentile among comparable filings

Details

  • Where the money goes: 68.3% of revenue deployed · 64.1% of spending went to programs
  • Governance: 14 of 17 board members independent · 7 of 9 filing controls reported
  • Programs: 1 filed program accomplishment · $725K in reported program spending
  • Leadership: top reported pay $679K · 20 people listed · 0 of 6 pay-setting controls reported
  • Highest-paid contractors: 1 contractor listed · $408K reported
  • Consistency: 29 of 29 current checks pass
  • Schedules: 8 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.
  • Review — Accountability: Governance controls: 2 of 9 not reported.
  • High — Sustainability: Operating margin scored 22/100.
  • High — Growth: Asset growth scored 0/100.
  • Moderate — Sustainability: Total-asset coverage ratio scored 37/100.
  • High — Sustainability: Liabilities to assets ratio scored 1/100.
  • High — Sustainability: Officer compensation ratio scored 14/100.