UNITED METHODIST SENIOR SERVICES OF CLARKSDALE AREA INC (EIN 640746772) - 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 CLARKSDALE AREA INC, founded in 1987, is a community nonprofit that reported $1.3M in total revenue in fiscal year 2023. Revenue surged 37% from the prior year, signaling strong growth momentum. Expenses of $1.5M exceeded revenue, resulting in a 16% operating deficit.

Mission

UNITED METHODIST SENIOR SERVICES OF CLARKSDALE AREA'S MISSION IS TO PROVIDE HOUSING AND PERSONAL CARE SERVICES TO THE ELDERLY OR DISABLED IN THE SPIRIT OF CHRISITIAN 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 $1,230,165

Investment Income $6,279

Other Revenue $27,676

TOTAL REVENUE $1,264,120

Expense Breakdown

Grants Paid $0

Salaries & Benefits $538,837

Fundraising Expenses $0

Program Expenses $1,078,471

Other Expenses $925,289

TOTAL EXPENSES $1,464,126

Year-over-Year Comparison

	2023	2022	Change
Revenue	$1,264,120	$920,747	+0.4%
Expenses	$1,464,126	$1,399,737	+0.0%
Net Income	$-200,006	$-478,990	-0.6%

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

350

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

$1,772,968

Total Directors

$1,117,061

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
MONICA JENNINGS	EXECUTIVE DIRECTOR	40.00	Officer Director	$0	$17,704	$70,558
LORRAINE CANCER	BOARD MEMBER	0.25	Director	$0	$0	$0
ED EXUM	BOARD MEMBER	0.25	Director	$0	$0	$0
BESS HOUSTON	BOARD MEMBER	0.25	Director	$0	$0	$0
BOB HOWARD	BOARD MEMBER	0.25	Director	$0	$0	$0
ED PEACOCK III	BOARD MEMBER	0.25	Director	$0	$0	$0
SHAW JOHNSON III	BOARD MEMBER	0.25	Director	$0	$0	$0
ELLINGTON F MASSY	BOARD MEMBER	0.25	Director	$0	$0	$0
JEAN OWEN	BOARD MEMBER	0.25	Director	$0	$0	$0
BETH PEGRAM	SECRETARY	0.25	Director	$0	$0	$0
PAT ROBINETTE	CHAIRMAN	0.25	Director	$0	$0	$0
RODGE RODGERS	BOARD MEMBER	0.25	Director	$0	$0	$0
TOM ROSS	BOARD MEMBER	0.25	Director	$0	$0	$0
NEVILLE VANDERBURG	BOARD MEMBER	0.25	Director	$0	$0	$0
BOB BOBO III	BOARD MEMBER	0.25	Director	$0	$0	$0
JOHN MULLINS JR	BOARD MEMBER	0.25	Director	$0	$0	$0
BILL H WEST	CHAIRMAN	0.25	Director	$0	$0	$0
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	$1,264,120	$1,464,126	$2,538,938	$-200,006
2022	$920,747	$1,399,737	$2,405,210	$-478,990
2021	$884,556	$1,161,913	$1,080,608	$-277,357
2020	$799,568	$1,199,883	$1,210,129	$-400,315
2019	$1,008,796	$1,249,584	$1,103,195	$-240,788
2018	$1,058,475	$1,271,542	$1,149,716	$-213,067

UNITED METHODIST SENIOR SERVICES OF CLARKSDALE AREA INC