WESLEY MANOR RETIREMENT COMMUNITY

EIN: 640725882 501(c)(3) Housing & Shelter

TUPELO, MS

Total Revenue
$940,290
Total Expenses
$1,111,173
Total Assets
$1,005,477
Net Assets
$-2,620,627
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Financial Vulnerability Assessment (Tuckman-Chang)

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Financial Trends

Organization Details

Formation Year
1986
Legal Domicile
MS
Principal Officer
STEVE MCALILLY
Phone
6628448977
Tax Period
2023-01-01 to 2023-12-31

WESLEY MANOR RETIREMENT COMMUNITY, founded in 1986, is a small nonprofit in the Housing & Shelter sector that reported $940K in total revenue in fiscal year 2023. Expenses of $1.1M exceeded revenue, resulting in a 18% operating deficit.

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.

Program Service Accomplishments

Program 1
Expenses: $722,197 Revenue: $934,057

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...

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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.

Program 2

N/A

Program 3

N/A

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Trantor Score

Financial Health Score (300–850) · Liquidity · Solvency · Sustainability · Efficiency

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Liquidity (40%) • Solvency (30%) • Sustainability (20%) • Efficiency (10%)

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Financial Overview (2023)

Revenue Breakdown

Contributions & Grants $0
Program Service Revenue $934,373
Investment Income $5,917
Other Revenue $0
TOTAL REVENUE $940,290

Expense Breakdown

Grants Paid $0
Salaries & Benefits $308,075
Fundraising Expenses $0
Program Expenses $722,197
Other Expenses $803,098
TOTAL EXPENSES $1,111,173

Year-over-Year Comparison

2023 2022 Change
Revenue $940,290 $886,385 +0.1%
Expenses $1,111,173 $1,109,595 +0.0%
Net Income $-170,883 $-223,210 -0.2%
Key Indicators
Grants to Organizations Grants to Individuals Lobbying Political Activity Foreign Activities Donor Advised Fund Schedule B Required
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Governance

Voting Members
18
Independent Members
15
Employees
8
Volunteers
61

Governance Policies

Conflict of Interest Policy
Whistleblower Policy
Document Retention Policy

Special Practices & Reported Activities

Operated a School
Operated a Hospital
Provided First Class Travel
Reported Conflict of Interest
Reported Asset Diversion
Excess Benefit Transaction
Made Political Expenditures
Engaged in Lobbying
Operated Donor Advised Fund
Maintained Art Collections
Filed Form 720

Compensation of Officers, Directors & Key Employees

Total Officers
6
$1,806,836
Total Directors
18
$1,150,929
Key Employees
0
$0
Highest Compensated
0
reported
Name Title Hours/Week Role Reportable Comp Other Comp Total
STEVE MCALILLY PRESIDENT/CEO 1.00
Officer Director
$0 $175,643 $719,237
CHRISTIE VANCE VICE PRES/COO 1.00
Officer Director
$0 $19,402 $327,266
JENNIFER THOMPSON EXECUTIVE DIRECTOR 20.00
Officer Director
$0 $691 $104,426
BRUCE CALCOTE BOARD MEMBER 0.25
Director
$0 $0 $0
JEAN ANNE POTIN BOARD MEMBER 0.25
Director
$0 $0 $0
CHRISTY CHAIN BOARD MEMBER 0.25
Director
$0 $0 $0
LEE GERALD DAVIS BOARD MEMBER 0.25
Director
$0 $0 $0
LINDA EATON BOARD MEMBER 0.25
Director
$0 $0 $0
ANN L GRIFFIN BOARD MEMBER 0.25
Director
$0 $0 $0
COTY PRIMEAUX BOARD MEMBER 0.25
Director
$0 $0 $0
JOE OLMI VICE-CHAIRMAN 0.25
Director
$0 $0 $0
NANCY SHOWS BOARD MEMBER 0.25
Director
$0 $0 $0
JEFF SIMS BOARD MEMBER 0.25
Director
$0 $0 $0
PATRICIA SMITH BOARD MEMBER 0.25
Director
$0 $0 $0
KATHY SMITH BOARD MEMBER 0.25
Director
$0 $0 $0
ERIC DAVIS BOARD MEMBER 0.25
Director
$0 $0 $0
BILL H WEST CHAIR 0.25
Director
$0 $0 $0
LUCY SANGUINETTI SECRETARY 0.25
Director
$0 $0 $0
JIM ZUELZKE VICE PRESIDENT FINANCE 1.00
Officer
$0 $19,173 $292,620
ANNE-MICHELLE DANIEL VICE PRES/LEADERSHIP DEV. 1.00
Officer
$0 $678 $136,486
JEANNE CANTIN VICE PRESIDENT/HR 1.00
Officer
$0 $18,738 $226,801
Note: Compensation data is self-reported by the organization on their Form 990. "Reportable Comp" includes salary, bonuses, and other reportable compensation from the organization and related organizations. "Other Comp" includes benefits, deferred compensation, and non-taxable benefits.

Historical Data

Year Revenue Expenses Assets Net Income
2024 No data No data No data No data
2023 $940,290 $1,111,173 $1,005,477 $-170,883
2022 $886,385 $1,109,595 $1,011,368 $-223,210
2021 $1,045,474 $1,052,619 $1,082,351 $-7,145
2020 $930,052 $1,083,631 $1,020,138 $-153,579
2019 $864,409 $986,387 $1,073,535 $-121,978
2018 $772,119 $937,571 $1,137,999 $-165,452
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