UNITED METHODIST SENIOR SERVICES OF DESOTO COUNTY INC (EIN 640850515) - 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

1994

Legal Domicile

Principal Officer

STEVE MCALILLY

Phone

6628448977

Tax Period

2023-01-01 to 2023-12-31

UNITED METHODIST SENIOR SERVICES OF DESOTO COUNTY INC, founded in 1994, is a community nonprofit in the Health Care sector that reported $4.4M in total revenue in fiscal year 2023. Revenue grew 10% year-over-year, indicating healthy expansion. Expenses of $4.2M left a modest 4% surplus.

Mission

UNITED METHODIST SENIOR SERVICES OF DESOTOA COUNTY'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 $4,284,773

Investment Income $88,678

Other Revenue $0

TOTAL REVENUE $4,373,451

Expense Breakdown

Grants Paid $0

Salaries & Benefits $1,981,060

Fundraising Expenses $0

Program Expenses $3,030,726

Other Expenses $2,218,540

TOTAL EXPENSES $4,199,600

Year-over-Year Comparison

	2023	2022	Change
Revenue	$4,373,451	$3,974,464	+0.1%
Expenses	$4,199,600	$3,827,393	+0.1%
Net Income	$173,851	$147,071	+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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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

1230

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

$1,789,450

Total Directors

$1,133,543

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
KEITH HAWKINS	BOARD MEMBER	0.25	Director	$0	$0	$0
TOMMY BORGOGNONI	BOARD MEMBER	0.25	Director	$0	$0	$0
CHERYL DENLEY	BOARD MEMBER	0.25	Director	$0	$0	$0
JOE FRANK LAUDERDALE	BOARD MEMBER	0.25	Director	$0	$0	$0
IRIS HOLLOWAY	BOARD MEMBER	0.25	Director	$0	$0	$0
BARBARA JEPSEN	SECRETARY	0.25	Director	$0	$0	$0
SAM LAUDERDALE	BOARD MEMBER	0.25	Director	$0	$0	$0
SANDY LIPSCOMB	BOARD MEMBER	0.25	Director	$0	$0	$0
MILTON NICHOLS	BOARD MEMBER	0.25	Director	$0	$0	$0
GREG HAZELRIG	BOARD MEMBER	0.25	Director	$0	$0	$0
BILL WEST	CHAIRMAN	0.25	Director	$0	$0	$0
TIM SEXTON	BOARD MEMBER	0.25	Director	$0	$0	$0
ALAN SIMS	CHAIRMAN	0.25	Director	$0	$0	$0
CHERYL WARD	BOARD MEMBER	0.25	Director	$0	$0	$0
DENISE YATES	BOARD MEMBER	0.25	Director	$0	$0	$0
WANDA WILLIAMS	BOARD MEMBER	0.25	Director	$0	$0	$0
JAMIE CLIETT	EXECUTIVE DIRECTOR	40.00	Officer Director	$0	$17,813	$87,040
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	$4,373,451	$4,199,600	$5,034,308	$173,851
2022	$3,974,464	$3,827,393	$5,157,962	$147,071
2021	$4,173,876	$3,474,340	$5,398,035	$699,536
2020	$3,351,902	$3,345,414	$5,253,777	$6,488
2019	$3,352,043	$2,935,669	$5,091,511	$416,374
2018	$3,059,103	$2,857,369	$3,710,460	$201,734

UNITED METHODIST SENIOR SERVICES OF DESOTO COUNTY INC