UNITED METHODIST SENIOR SERVICES OF GOLDEN TRIANGLE AREA INC

EIN: 640794146 501(c)(3) Health Care

TUPELO, MS

Total Revenue
$9,036,398
Total Expenses
$9,422,138
Total Assets
$5,286,053
Net Assets
$4,631,632
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Financial Vulnerability Assessment (Tuckman-Chang)

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Financial Trends

Organization Details

Formation Year
1989
Legal Domicile
MS
Principal Officer
STEVE MCALILLY
Phone
6228448977
Tax Period
2023-01-01 to 2023-12-31

UNITED METHODIST SENIOR SERVICES OF GOLDEN TRIANGLE AREA INC, founded in 1989, is a community nonprofit in the Health Care sector that reported $9.0M in total revenue in fiscal year 2023.

Mission

UNITED METHODIST SENIOR SERVICES OF GOLDEN TRIANGLE 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%)

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Financial Overview (2023)

Revenue Breakdown

Contributions & Grants $0
Program Service Revenue $8,975,696
Investment Income $59,212
Other Revenue $1,490
TOTAL REVENUE $9,036,398

Expense Breakdown

Grants Paid $0
Salaries & Benefits $5,738,487
Fundraising Expenses $0
Program Expenses $6,832,091
Other Expenses $3,683,651
TOTAL EXPENSES $9,422,138

Year-over-Year Comparison

2023 2022 Change
Revenue $9,036,398 $8,855,210 +0.0%
Expenses $9,422,138 $8,607,444 +0.1%
Net Income $-385,740 $247,766 -2.6%
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

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Liquidity & Cash Position

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Governance

Voting Members
18
Independent Members
15
Employees
193
Volunteers
116

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
$1,853,839
Total Directors
18
$1,197,932
Key Employees
0
$0
Highest Compensated
1
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
SHELLEY TUGGLE EXECUTIVE DIRECTOR 20.00
Officer Director
$0 $18,239 $151,429
BRENDA COMER BOARD MEMBER 0.25
Director
$0 $0 $0
JIMMY E CRIDDLE BOARD MEMBER 0.25
Director
$0 $0 $0
MARK CRIGLER BOARD MEMBER 0.25
Director
$0 $0 $0
JOHN DAVIS BOARD MEMBER 0.25
Director
$0 $0 $0
JOHN EAST VICE-CHAIRMAN 0.25
Director
$0 $0 $0
DEBBIE GARD CHAIR 0.25
Director
$0 $0 $0
BOB HOWLAND BOARD MEMBER 0.25
Director
$0 $0 $0
LINDER ERBY BOARD MEMBER 0.25
Director
$0 $0 $0
TERESA MILEY BOARD MEMBER 0.25
Director
$0 $0 $0
SARAH SANDERS BOARD MEMBER 0.25
Director
$0 $0 $0
SAMMY TOWNSEND BOARD MEMBER 0.25
Director
$0 $0 $0
TOM WALLER BOARD MEMBER 0.25
Director
$0 $0 $0
BILL H WEST CHAIRMAN 0.25
Director
$0 $0 $0
JANNETTE ADAMS BOARD MEMBER 0.25
Director
$0 $0 $0
TRICIA COX SECRETARY 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
JANICE BROOKS LPN- CHARGE NURSE 1.00
Highest
$0 $18,041 $121,443
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 $9,036,398 $9,422,138 $5,286,053 $-385,740
2022 $8,855,210 $8,607,444 $5,117,145 $247,766
2021 $8,647,054 $8,015,985 $5,087,857 $631,069
2020 $7,120,266 $8,045,570 $4,324,359 $-925,304
2019 $7,726,530 $7,536,155 $5,030,472 $190,375
2018 $7,437,252 $7,239,896 $4,942,424 $197,356
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