MISSISSIPPI METHODIST SENIOR SERVICES INC (EIN 646026549) - 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

1962

Legal Domicile

Principal Officer

STEVE MCALILLY

Phone

6628448977

Tax Period

2023-01-01 to 2023-12-31

MISSISSIPPI METHODIST SENIOR SERVICES INC, founded in 1962, is a mid-sized nonprofit in the Human Services sector that reported $16.9M in total revenue in fiscal year 2023. Revenue surged 47% from the prior year, signaling strong growth momentum. Expenses of $16.0M left a modest 5% surplus.

Mission

MISSISSIPPI METHODIST SENIOR SERVICES (MSS) HAS PROUDLY SERVED OLDER ADULTS BY PROVIDING COMFORTABLE, AFFORDABLE HOUSING, SUPPORT, AND LONG-TERM CARE SERVICES SINCE 1962. IT IS RANKED 51ST IN THE NATIONAL LEADINGAGE/ZIEGLER 200 LIST OF THE LARGEST NOT-FOR-PROFIT SENIOR LIVING MULTI-SITE ORGANIZATIONS. MSS IS ALSO NATIONALLY RECOGNIZED FOR ITS INNOVATIVE APPROACH TO SENIOR CARE, HAVING PIONEERED THE DEVELOPMENT OF THE FIRST GREEN HOUSE HOME MODEL OF SENIOR LIVING, WITH 20 SITES ACROSS THE STATE AND PART OF A NETWORK OF NEARLY 400 GREEN HOUSE HOMES ACROSS THE UNITED STATES AND AUSTRALIA.

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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 $1,679,649

Program Service Revenue $14,760,032

Investment Income $402,470

Other Revenue $37,855

TOTAL REVENUE $16,880,006

Expense Breakdown

Grants Paid $516,285

Salaries & Benefits $8,644,899

Fundraising Expenses $851,407

Program Expenses $9,467,367

Other Expenses $6,801,151

TOTAL EXPENSES $15,962,335

Year-over-Year Comparison

	2023	2022	Change
Revenue	$16,880,006	$11,505,173	+0.5%
Expenses	$15,962,335	$9,572,274	+0.7%
Net Income	$917,671	$1,932,899	-0.5%

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

1247

Volunteers

1057

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

$1,830,779

Total Directors

$719,237

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
STEPHEN MCALILLY	PRESIDENT, CEO	40.00	Officer Director	$543,594	$175,643	$719,237
POLLY BAILEY	BOARD MEMBER	0.25	Director	$0	$0	$0
LLOYD GRAY	BOARD MEMBER	0.25	Director	$0	$0	$0
LARRY MINNIX	BOARD MEMBER	0.25	Director	$0	$0	$0
JOLEE HUSSEY	BOARD MEMBER	0.25	Director	$0	$0	$0
JOE MAY	BOARD MEMBER	0.25	Director	$0	$0	$0
JAUNITA FLOYD	BOARD MEMBER	0.25	Director	$0	$0	$0
VAN RAY	PAST CHAIRMAN/BOARD MEMBER	0.25	Director	$0	$0	$0
HAMP DYE	SECRETARY	0.25	Director	$0	$0	$0
EMBRA K JACKSON	BOARD MEMBER	0.25	Director	$0	$0	$0
DIANE B HAVARD	BOARD MEMBER	0.25	Director	$0	$0	$0
DAVE VINCENT	BOARD MEMBER	0.25	Director	$0	$0	$0
CYNTHIA PARKER	PAST CHAIRMAN/EX-OFFICIO	0.25	Director	$0	$0	$0
CLAIRE DOBBS	BOARD MEMBER	0.25	Director	$0	$0	$0
BILL WEST	CHAIRMAN	0.25	Director	$0	$0	$0
JIMMY E CRIDDLE	BOARD MEMBER	0.25	Director	$0	$0	$0
ALICE GORMAN	VICE-CHAIRMAN	0.25	Director	$0	$0	$0
ANNE-MICHELLE DANIEL	VICE PRESIDENT OF LEADERSH	40.00	Officer	$135,808	$678	$136,486
BRITTANY CUEVAS	VICE PRESIDENT OF PHILANTHROPY	40.00	Officer	$110,283	$18,086	$128,369
CHRISTIE VANCE	VICE PRESIDENT/CHIEF OPERATIONS OFFICER	40.00	Officer	$307,864	$19,402	$327,266
JAMES ZUELZKE	VICE PRESIDENT/FINANCE	40.00	Officer	$273,447	$19,173	$292,620
JEANNE CANTIN	VICE PRESIDENT/HUMAN RESOU	40.00	Officer	$208,063	$18,738	$226,801
WILLIAM REID	DIRECTOR OF INFORMATION TECHNOLOGY	40.00	Highest	$137,216	$18,266	$155,482
TAMALA MARTIN	ADMINISTRATOR-NURSING HOME	40.00	Highest	$135,685	$18,256	$153,941
SONJA JENKINS	LEGAL COUNSEL/DIRECTOR	40.00	Highest	$158,913	$10,286	$169,199
SHELLEY TUGGLE	EXECUTIVE DIRECTOR	40.00	Highest	$133,190	$18,239	$151,429
DONALD SWEENEY	DIRECTOR OF PHARMACY SERVICES	40.00	Highest	$191,717	$18,629	$210,346

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	$16,880,006	$15,962,335	$22,392,683	$917,671
2022	$11,505,173	$9,572,274	$21,368,170	$1,932,899
2021	$12,341,959	$8,001,254	$19,607,710	$4,340,705
2020	$12,065,039	$9,459,625	$17,507,695	$2,605,414
2019	$10,765,122	$8,814,081	$16,010,985	$1,951,041
2018	$9,699,314	$8,456,487	$15,658,585	$1,242,827

MISSISSIPPI METHODIST SENIOR SERVICES INC