UNITED METHODIST SENIOR SERVICES OF TUPELO AREA INC (EIN 640746771) - Form 990 Financial Analysis & Trantor Score

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Financial Vulnerability Assessment (Tuckman-Chang)

4 risk indicators measuring financial stability and operational resilience

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Financial Trends

Organization Details

Formation Year

1987

Legal Domicile

Principal Officer

STEVE MCALILLY

Phone

6628448977

Tax Period

2023-01-01 to 2023-12-31

UNITED METHODIST SENIOR SERVICES OF TUPELO AREA INC, founded in 1987, is a community nonprofit in the Human Services sector that reported $2.9M in total revenue in fiscal year 2023. Revenue grew 15% year-over-year, indicating healthy expansion. Expenses of $2.5M left a modest 14% surplus.

Mission

UNITED METHODIST SENIOR SERVICES OF TUPELO AREA'S MISSION IS TO PROVIDE HOUSING AND PERSONAL CARE SERVICES TO THE ELDERLY OR DISABLED IN THE SPIRIT OF CHRISTIAN LOVE.

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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%)

Financial Overview (2023)

Revenue Breakdown

Contributions & Grants $0

Program Service Revenue $2,811,422

Investment Income $74,549

Other Revenue $0

TOTAL REVENUE $2,885,971

Expense Breakdown

Grants Paid $0

Salaries & Benefits $751,886

Fundraising Expenses $0

Program Expenses $1,878,733

Other Expenses $1,739,379

TOTAL EXPENSES $2,491,265

Year-over-Year Comparison

	2023	2022	Change
Revenue	$2,885,971	$2,503,928	+0.2%
Expenses	$2,491,265	$2,270,867	+0.1%
Net Income	$394,706	$233,061	+0.7%

Key Indicators

✗ Grants to Organizations ✗ Grants to Individuals ✓ Lobbying ✗ Political Activity ✗ Foreign Activities ✗ Donor Advised Fund ✗ Schedule B Required

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Financial Health Indicators

Comprehensive financial analysis: Altman Z-Score, liquidity, solvency, sustainability, efficiency, and growth metrics

Financial Distress Indicator

Liquidity & Cash Position

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Altman Z-Score • Liquidity Ratios • Solvency Analysis • Growth Indicators • Efficiency Metrics

Governance

Voting Members

Independent Members

Employees

Volunteers

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

$1,832,512

Total Directors

$1,176,605

Key Employees

Highest Compensated

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
KATHRYN BARROW	SECRETARY	0.25	Director	$0	$0	$0
KAY COLLINS	BOARD MEMBER	0.25	Director	$0	$0	$0
MITCH ELLETT	BOARD MEMBER	0.25	Director	$0	$0	$0
DANA FINCH	BOARD MEMBER	0.25	Director	$0	$0	$0
LETICIA GASSAWAY	BOARD MEMBER	0.25	Director	$0	$0	$0
BILL HINES	CHAIRMAN	0.25	Director	$0	$0	$0
PAUL MIZE III	BOARD MEMBER	0.25	Director	$0	$0	$0
LOWELL WALKER JR	BOARD MEMBER	0.25	Director	$0	$0	$0
JO MARK	BOARD MEMBER	0.25	Director	$0	$0	$0
THOMAS D MURRY	BOARD MEMBER	0.25	Director	$0	$0	$0
ANDY RAY	BOARD MEMBER	0.25	Director	$0	$0	$0
LYNNE MIZE	VICE CHAIRMAN	0.25	Director	$0	$0	$0
RANDY BURCHFIELD	BOARD MEMBER	0.25	Director	$0	$0	$0
MICHELLE POWELL	BOARD MEMBER	0.25	Director	$0	$0	$0
LINDA RICE	BOARD MEMBER	0.25	Director	$0	$0	$0
BILL H WEST	CHAIR	0.25	Director	$0	$0	$0
JERONE LACKING	EXECUTIVE DIRECTOR - PART YEAR	40.00	Officer Director	$0	$6,208	$130,102
JIM ZUELZKE	VICE PRESIDENT FINANCE	1.00	Officer	$0	$19,173	$292,620
JEANNE CANTIN	VICE PRESIDENT/HR	1.00	Officer	$0	$18,738	$226,801
ANNE-MICHELLE DANIEL	VICE PRES/LEADERSHIP DEV.	1.00	Officer	$0	$678	$136,486

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	$2,885,971	$2,491,265	$6,824,655	$394,706
2022	$2,503,928	$2,270,867	$6,487,026	$233,061
2021	$2,712,811	$2,178,092	$6,497,895	$534,719
2020	$2,543,157	$2,156,825	$6,100,457	$386,332
2019	$2,583,891	$2,162,200	$5,900,189	$421,691
2018	$2,309,395	$2,217,336	$5,535,657	$92,059

UNITED METHODIST SENIOR SERVICES OF TUPELO AREA INC