2025-11-13T13:13:38-06:00 2024-12-31 201941244 HORNE LLP 661 SUNNYBROOK ROAD STE 100 RIDGELAND MS 39157 990 2024-01-01 640695672 GREENE COUNTY RETIREMENT SYSTEMS INC GREE 6628448977 PO BOX 1567 TUPELO MS 38802 JIM ZUELZKE VP FOR FINANCE 6628448977 2025-11-12 1 1 AMIE WHITTINGTON DEAN CPA P01082167 6013261000 2025-11-10 2024 2025-03-06 01:10:19Z STEVE MCALILLY PO BOX 1567 TUPELO MS 38802 472197 0 X WWW.MSS.ORG X 1983 MS GREENE COUNTY RETIREMENT SYSTEMS, INC.'S MISSION IS TO PROVIDE HOUSING AND PERSONAL CARE SERVICES TO THE ELDERLY OR DISABLED IN THE SPIRIT OF CHRISTIAN LOVE. 16 13 4 85 0 0 0 0 443342 468183 2829 4014 0 0 446171 472197 0 0 0 0 104025 113347 0 0 0 273611 264281 377636 377628 68535 94569 554551 587240 413610 351730 140941 235510 X GREENE COUNTY RETIREMENT SYSTEMS, INC. IS DEDICATED TO PROVIDING HOUSING AND PERSONAL CARE SERVICES TO THE ELDERLY OR DISABLED IN THE SPIRIT OF CHRISTIAN LOVE. 0 0 235112 468183 SURROUNDED BY THE BEAUTY OF NATURE, TURNER-MEMORIAL RETIREMENT VILLAGE ENABLES RESIDENTS TO COMBINE THEIR GOALS OF LIVING INDEPENDENTLY IN THE COUNTRY AND ENJOY THE SECURITY OF HAVING NEIGHBORS NEARBY. THE ATMOSPHERE FOUND AT TURNER-MEMORIAL IS MOST OFTEN DESCRIBED AS "FAMILY", SINCE RESIDENTS COME TO SHARE COMMON HOPES AND INTERESTS AND TURN TO EACH OTHER AND THE STAFF FOR GENUINE CARE AND FELLOWSHIP. EVEN THOUGH TIME TO SPEND WITH FRIENDS IS ABUNDANT, THE PRIVACY OF YOUR OWN APARTMENT IS ALWAYS AVAILABLE. TURNER-MEMORIAL IS AN INTIMATE COMMUNITY OF THIRTY APARTMENT HOMES FOR PERSONS 62 AND OLDER WHOSE INCOME, HANDICAP OR DISABILITY QUALIFIES THEM FOR RESIDENCY. TURNER-MEMORIAL'S STAFF STRIVES EVERY DAY TO LIVE OUT THE MISSION TO SERVE OLDER ADULTS IN THE SPIRIT OF CHRISTIAN LOVE. TURNER-MEMORIAL BELIEVES THAT IF IT CARES ABOUT THE ELDERS, THEY WILL PASS THE ATTITUDE ALONG TO EACH OTHER. TURNER-MEMORIAL PROVIDES BOTH STUDIO AND ONE-BEDROOM APARTMENTS, WITH THREE SPECIFICALLY SUITED FOR HANDICAPPED RESIDENTS. EACH APARTMENT INCLUDES COMPLETE KITCHEN, PRIVATE BATH, STORAGE SPACE, AND PERSONAL PATIO/GARDEN. TURNER-MEMORIAL STAFF PROVIDES SECURITY AND AN AMPLE VARIETY OF ACTIVITIES AND SPECIAL EVENTS INCLUDING WORSHIP AND STUDY OPPORTUNITIES, LOCAL CLERGY LEADERSHIP, MONTHLY BIRTHDAY PARTIES, CRAFTS, EXERCISE PROGRAMS, AND SING-A-LONGS. N/A N/A 235112 1 0 0 1 0 0 0 0 0 0 1 0 0 1 1 1 1 1 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 1 20 0 1 4 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 X 16 13 0 1 0 0 1 1 1 1 1 0 0 1 1 1 1 1 0 1 0 0 X JIM ZUELZKE 6628448977 PO BOX 1567 TUPELO MS 38802 BILL H WEST CHAIRMAN 0.25 X 0 0 0 CALAB PRENTISS BOARD MEMBER 0.25 X 0 0 0 CHRISTIE VANCE VICE PRES/COO 1.00 40.00 X X 0 308246 18040 DREW HOLLINGHEAD BOARD MEMBER 0.25 X 0 0 0 IRVIS EVERETT BOARD MEMBER 0.25 X 0 0 0 JASON KITTRELL BOARD MEMBER 0.25 X 0 0 0 JENNIFER MCNEAL BOARD MEMBER 0.25 X 0 0 0 LISA CRAGER EXECUTIVE DIRECTOR 40.00 X X 0 49242 16393 MYRON SCHILLING BOARD MEMBER 0.25 X 0 0 0 NANCY ONEAL BOARD MEMBER 0.25 X 0 0 0 RUSSELL TURNER CHAIRMAN 0.25 X 0 0 0 STACY EUBANKS BOARD MEMBER 0.25 X 0 0 0 STACY WILSON BOARD MEMBER 0.25 X 0 0 0 STEVE MCALILLY PRESIDENT/CEO 1.00 40.00 X X 0 516561 161976 STEVE SMITH BOARD MEMBER 0.25 X 0 0 0 VICTOR CHATHAM BOARD MEMBER 0.25 X 0 0 0 JEANNE CANTIN VICE PRESIDENT/HR 1.00 40.00 X 0 207594 17400 JIM ZUELZKE VICE PRESIDENT FINANCE 1.00 40.00 X 0 267667 17782 BRITTANY CUEVAS VICE PRESIDENT OF PHILANTHROPY 1.00 40.00 X 0 115804 16817 0 1465114 248408 0 0 1 0 0 RENTALS 623990 453020 453020 OTHER SERVICES 812900 15163 15163 468183 4014 4014 472197 468183 0 4014 90349 41707 48642 15942 15942 7056 3213 3843 27181 27181 7442 7442 16400 7358 9042 4773 4773 17450 12644 4806 6432 6432 62936 62936 791 791 822 822 24572 24572 48707 48707 11934 6580 5354 MAINTENANCE SERVICES 23262 23262 MISCELLANEOUS 6007 1465 4542 VEHICLE EXPENSE 2668 2668 DUES AND SUBSCRIPTIONS 2136 2136 768 768 377628 235112 142516 0 15091 29643 0 996 618 3948 4354 1536280 1214789 297720 321491 236796 231134 554551 587240 17268 20457 300389 235337 95953 95936 413610 351730 X 140941 235510 140941 235510 554551 587240 94569 0 X X 0 1 X 1 1 1 X 23955 23955 384515 364623 423687 443342 468183 2084350 384515 388578 423687 443342 468183 2108305 0 226480 201521 257209 272257 307438 1264905 226480 201521 257209 272257 307438 1264905 843400 2731 1782 2636 2829 4014 13992 2731 1782 2636 2829 4014 13992 387246 390360 426323 446171 472197 2122297 0.39740 0.40510 0.00660 0.00690 X 0 0 0 0 0 0 0 0 1 49 49 0 PART II-B, LINE 1: ORGANIZATION PAYS DUES TO LEADING AGE, 7% OF THESE DUES HAVE BEEN DEEMED AS USED FOR LOBBYING PURPOSES. 15000 15000 1233628 998408 235220 194521 144147 50374 93131 72234 20897 321491 REPLACEMENT RESERVES 214692 RESIDENT DEPOSITS 16182 REFUNDABLE DEPOSITS 260 231134 DUE TO AFFILIATE 82117 RESIDENTS' REFUNDABLE DEPOSITS 12005 ACCRUED INTEREST EXPENSE 1814 95936 X 472197 0 472197 0 472197 377628 0 377628 0 377628 PART X, LINE 2: THE COMPANY IS A NOT-FOR-PROFIT CORPORATION AS DESCRIBED IN SECTION 501(C)(3) OF THE INTERNAL REVENUE CODE ("IRC") AND IS EXEMPT FROM FEDERAL INCOME TAXES ON RELATED INCOME PURSUANT TO SECTION 509(A) OF THE IRC. 0 1 0 0 0 0 0 0 0 STEVE MCALILLY PRESIDENT/CEO 0 516561 0 0 0 0 0 154671 0 7305 0 678537 0 0 CHRISTIE VANCE VICE PRES/COO 0 308246 0 0 0 0 0 0 0 18040 0 326286 0 0 JIM ZUELZKE VICE PRESIDENT FINANCE 0 267667 0 0 0 0 0 0 0 17782 0 285449 0 0 JEANNE CANTIN VICE PRESIDENT/HR 0 207594 0 0 0 0 0 0 0 17400 0 224994 0 0 PART I, LINE 3 RELATED ORG METHODS USED FOR COMPENSATION EXPLANATION: THE ORGANIZATION DOES NOT COMPENSATE ANY OFFICERS OR EMPLOYEES. ALL COMPENSATION IS PAID BY THE ORGANIZATION'S PARENT, MISSISSIPPI METHODIST SENIOR SERVICES, INC. (MMSS). THE EXECUTIVE COMMITTEE OF MMSS' BOARD OF DIRECTORS SERVES AS A COMPENSATION COMMITTEE. THEY REVIEW COMPENSATION STUDIES AVAILABLE FOR SIMILAR ORGANIZATIONS THROUGH LEADING AGE AND CEMO. THE COMPENSATION COMMITTEE WORKS WITH A CONSULTANT TO UPDATE COMPENSATION AT LEAST ONCE EVERY 3 YEARS. THE COMMITTEE USES THE LEADING AGE AND CEMO COMPENSATION STUDIES ANNUALLY. THE COMPENSATION COMMITTEE WORKS TO MAINTAIN COMPENSATION IN THE 60TH PERCENTILE OF THE MARKET. THIS COMMITTEE APPROVES ANY CHANGE MADE TO THE CEO SALARY PACKAGE BASED ON THIS PHILOSOPHY. PART I, LINE 4B THE PLAN WAS PUT IN PLACE MAY OF 2020. AT THAT TIME, WE RECOGNIZED 27 YEARS OF SERVICE AS EXPENSE/LIABILITY FOR THE CEO. IF HE IS EMPLOYED UNTIL MARCH 1, 2025, HE IS ENTITLED TO START RECEIVING THE BENEFITS. IF HE WERE TO BECOME DISABLED AND REMAINED LIVING AS OF APRIL 1, 2025, HE IS ENTITLED TO THE BENEFITS BASED ON NUMBER OF YEARS SERVED. IF DECEASED, HIS BENEFICIARIES WOULD BENEFIT BASED ON THE NUMBER OF YEARS SERVED. IF TERMINATED FOR CAUSE PRIOR TO MARCH 1, 2025, HE IS NOT ENTITLED TO ANY BENEFITS. THE DEFERRED COMPENSATION IS LISTED ON BOTH PART VII AND SCHEDULE J UNDER DEFERRED COMPENSATION. FORM 990, PART VI, SECTION A, LINE 3 THE ORGANIZATION'S PARENT ORGANIZATION, MISSISSIPPI METHODIST SENIOR SERVICES, INC., PROVIDES OVERALL MANAGEMENT SERVICES INCLUDING OPERATIONAL MANAGEMENT SUPERVISION, DEVELOPMENT AND MARKETING, HUMAN RESOURCES MANAGEMENT, LEGAL AND RISK MANAGEMENT SERVICES, AND FINANCIAL AND ACCOUNTING MANAGEMENT, FOR WHICH IT IS PAID A MANAGEMENT FEE. FORM 990, PART VI, SECTION A, LINE 6 THE CORPORATION HAS ONE MEMBER, MISSISSIPPI METHODIST SENIOR SERVICES, INC. (MMSS), A NON-STOCK, NONPROFIT CORPORATION, EXEMPT FROM FEDERAL INCOME TAXATION UNDER SECTION 501(C)(3) OF THE INTERNAL REVENUE CODE. THE BOARD OF DIRECTORS OF MMSS SHALL VOTE THE MEMBERSHIP INTEREST OF MMSS IN THE CORPORATION. IN ALL MEETINGS OF THE MEMBERSHIP, THE MEMBER, MMSS, SHALL BE ENTITLED TO ONE VOTE, WHICH VOTE SHALL CONSTITUTE THE ACTION OF THE MEMBERSHIP. THE BOARD OF DIRECTORS OF MMSS, AT ANY DULY HELD MEETING OF DIRECTORS, SHALL HAVE THE AUTHORITY TO VOTE THE MEMBERSHIP INTEREST OF MMSS IN THE CORPORATION. FORM 990, PART VI, SECTION A, LINE 7A THE CORPORATION'S NOMINATING COMMITTEE SHALL MAKE RECOMMENDATIONS TO THE MMSS NOMINATING COMMITTEE FOR PERSONS TO SERVE ON THE CORPORATION'S BOARD OF DIRECTORS. NOMINATIONS FOR PERSONS TO SERVE ON THE CORPORATION'S BOARD OF DIRECTORS SHALL BE MADE BY THE MMSS NOMINATING COMMITTEE. NOMINATIONS MAY ALSO BE MADE BY THE MEMBERSHIP. ANY VACANCY IN THE BOARD OF DIRECTORS SHALL BE FILLED FOR THE UNEXPIRED TERM BY THE MEMBERSHIP, IN CONSULTATION WITH THE CORPORATION'S BOARD OF DIRECTORS. FORM 990, PART VI, SECTION A, LINE 7B THE BOARD OF DIRECTORS OF THE CORPORATION SHALL ADOPT, AND KEEP CURRENT, A STATEMENT OF THE CORPORATION'S PURPOSE AND MAJOR POLICIES WHICH SHALL BE FORWARDED TO THE MMSS BOARD OF DIRECTORS FOR APPROVAL AND MODIFICATION. INADDITION, THE BOARD OF DIRECTORS MAY HAVE DELEGATED TO IT OR RESCINDED FROM IT BY THE MMSS BOARD OF DIRECTORS SOME OR ALL OF THE FOLLOWING DUTIES, RESPONSIBILITIES, AND POWERS: (A) MAKE PROVISION FOR QUALITY RESIDENTIAL, LONG-TERM HEALTH CARE COMMENSURATE WITH COMMUNITY NEEDS AND RESOURCES. (B) RECOMMEND AND IMPLEMENT BOARD APPROVED CHANGES IN BYLAWS, POLICIES AND PROCEDURES, FOR THE OPERATION OF THE CORPORATION'S FACILITIES AND SERVICES. (C) PROVIDE FOR THE PREPARATION OF AN ANNUAL OPERATING AND A THREE-YEAR CAPITAL BUDGET TO BE APPROVED BY THE MMSS BOARD OF DIRECTORS AND REGULARLY REVIEW FINANCIAL BUDGET PERFORMANCE. (D) WORK COOPERATIVELY WITH LOCAL CHURCHES, SOCIAL WELFARE AND CIVIC AGENCIES, AND THE COMMUNITY AT LARGE TO ADDRESS THE PROBLEMS OF THE AGING. (E) PROVIDE FOR THE DEVELOPMENT, REVIEW AND UPDATING OF LONG-RANGE PLAN RELATING TO NEEDS OF THE ELDERLY WITHIN THE AREA OF SERVICE. (F) ADOPT AND IMPLEMENT A COMMUNITY RELATIONS AND DEVELOPMENT PROGRAM COMPATIBLE WITH LOCAL NEEDS AND RESOURCES TO BROADEN THE LOCAL SUPPORT AND FINANCIAL BASE OF THE CORPORATION. (G) SUBMIT TO THE MMSS BOARD OF DIRECTORS SUCH RECOMMENDATIONS AND COMMENTS AS ARE APPROPRIATE REGARDING THE CORPORATION, IN SUPPORT OF QUALITY SERVICES FOR THE ELDERLY IN THE LOCAL COMMUNITY. (H) PARTICIPATE IN THE PROCESS OF SELECTION, REVIEW AND RETENTION OF THE EXECUTIVE DIRECTOR. (I) WORK COOPERATIVELY WITH MMSS AND ITS OTHER AFFILIATES, SHARING RESPONSIBILITY FOR THE WELFARE OF THE WHOLE. FORM 990, PART VI, SECTION B, LINE 11B FORM 990 AND SUPPORTING SCHEDULES ARE AVAILABLE TO ALL BOARD MEMBERS THROUGH THEIR ACCESS TO THE ORGANIZATION'S INTRANET POSTING. MMSS ALSO REVIEWS ONE FORM IN ONE AUDIT COMMITTEE MEETING EACH YEAR. FORM 990, PART VI, SECTION B, LINE 12C A FORM IS COMPLETED ANNUALLY BY OFFICERS, DIRECTORS OR TRUSTEES, AND KEY EMPLOYEES THAT DISCLOSES INTERESTS THAT COULD GIVE RISE TO CONFLICTS. THESE FORMS ARE THEN REVIEWED BY A COMPLIANCE OFFICER. FORM 990, PART VI, SECTION B, LINE 15A THE ORGANIZATTION DOES NOT COMPENSATE ANY OFFICERS OR EMPLOYEES. ALL COMPENSATION IS PAID BY THE ORGANIZATION'S PARENT, MISSISSIPPI METHODIST SENIOR SERVICES, INC. FORM 990, PART VI, SECTION C, LINE 19 AVAILABLE UPON REQUEST. FORM 990, PART XII, LINE 2C: INDEPENDENT ACCOUNTANT THE PROCESS FOR SELECTING AND OVERSEEING THE INDEPENDENT ACCOUNTANT HAS NOT CHANGED FROM THE PREVIOUS YEAR. ALDERSGATE PERSONAL CARE INC PO BOX 1567 TUPELO MS 38802 640835284 HOUSING MS 501(C)(3) LINE 10 MMSS 0 ALDERSGATE RETIREMENT COMMUNITY INC PO BOX 1567 TUPELO MS 38802 640717548 HOUSING MS 501(C)(3) LINE 10 MMSS 0 DUGAN MEMORIAL HOME INC PO BOX 1567 TUPELO MS 38802 943426425 HOUSING MS 501(C)(3) LINE 3 MMSS 0 HATTIESBURG AREA SENIOR SERVICES INC PO BOX 1567 TUPELO MS 38802 640679922 HOUSING MS 501(C)(3) LINE 10 MMSS 0 LAUDERDALE SENIOR SERVICES INC PO BOX 1567 TUPELO MS 38802 640678962 HOUSING MS 501(C)(3) LINE 10 MMSS 0 MS METHODIST SENIOR SERVICES INC PO BOX 1567 TUPELO MS 38802 646026549 HOUSING MS 501(C)(3) LINE 7 N/A 0 SEASHORE CAMPGROUNDS RETIREMENT HOME INC PO BOX 1567 TUPELO MS 38802 640429943 HOUSING MS 501(C)(3) PF MMSS 0 UMSS HEALTHCARE INC PO BOX 1567 TUPELO MS 38802 640746770 HOUSING MS 501(C)(3) LINE 3 MMSS 0 UMSS OF CLARKSDALE AREA INC PO BOX 1567 TUPELO MS 38802 640746772 HOUSING MS 501(C)(3) LINE 10 MMSS 0 UMSS OF CLAY COUNTY INC PO BOX 1567 TUPELO MS 38802 640838016 HOUSING MS 501(C)(3) LINE 10 MMSS 0 UMSS OF COLUMBUS AREA INC PO BOX 1567 TUPELO MS 38802 640746773 HOUSING MS 501(C)(3) LINE 10 MMSS 0 UMSS OF DESOTO COUNTY INC PO BOX 1567 TUPELO MS 38802 640850515 HOUSING MS 501(C)(3) LINE 10 MMSS 0 UMSS OF JACKSON AREA INC PO BOX 1567 TUPELO MS 38802 640841734 HOUSING MS 501(C)(3) LINE 10 MMSS 0 UMSS OF TUPELO AREA INC PO BOX 1567 TUPELO MS 38802 640746771 HOUSING MS 501(C)(3) LINE 10 MMSS 0 WESLEY MANOR RETIREMENT COMMUNITY INC PO BOX 1567 TUPELO MS 38802 640725882 HOUSING MS 501(C)(3) LINE 10 MMSS 0 MARTHA COKER HOME INC PO BOX 1567 TUPELO MS 38802 208981712 HOUSING MS 501(C)(3) LINE 3 MMSS 0 UMSS OF GOLDEN TRIANGLE AREA INC PO BOX 1567 TUPELO MS 38802 640794146 HOUSING MS 501(C)(3) LINE 10 MMSS 0 0 0 0 0 1 0 0 0 0 0 0 0 1 1 1 1 0 0 0