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← SOUTHERN MISSISSIPPI PLANNING AND DEVELOPMENT DISTRICT INC

Form 990 for tax year 2023

Filed by SOUTHERN MISSISSIPPI PLANNING AND DEVELOPMENT DISTRICT INC.

Totals

Total revenue
$39,053,219
Total expenses
$36,923,840
Contributions and grants received
$36,049,618
Grants paid
$11,838,521
Program service revenue
$2,774,792
Investment income
$228,809
Other revenue
$0
Total assets, end of year
$45,981,751
Total liabilities, end of year
$3,645,565
Net assets or fund balances, end of year
$42,336,186
Program services expenses (Part IX)
$36,030,363
Management and general expenses
$893,477
Fundraising expenses
$0
Program service expenses (Part III)
$36,030,363

Program services were 97.6% of total expenses calculated — Part IX's program-services column over total expenses, both as filed.

Line items

Every line the filer filed in Parts VIII, IX and X, as filed and in filed order. Blank columns are left out, and the lines are not forced to add up to the totals above.

Revenue

Part VIII, the statement of revenue.

  • 1e · Government grants (contributions)

    $36,029,981

  • 1f · All other contributions, gifts and grants

    $19,637

  • 2a · Program service revenue: CONTRACTUAL SERVICES

    total $1,248,225 · related or exempt $1,248,225

  • 2b · Program service revenue: OTHER PROGRAM INCOME

    total $878,622 · related or exempt $878,622

  • 2c · Program service revenue: REVOLVING LOAN FUND INTEREST & FE

    total $647,945 · related or exempt $647,945

  • 3 · Investment income

    total $206,742 · excluded $206,742

  • 7a · Gross sales of assets other than inventory

    other assets $35,024

  • 7b · Less cost or other basis and sales expenses

    other assets $12,957

  • 7c · Gain or loss

    other assets $22,067

  • 7d · Net gain or loss

    total $22,067 · excluded $22,067

Functional expenses

Part IX, the statement of functional expenses.

  • 1 · Grants to domestic organizations and governments

    total $7,912,463 · program services $7,912,463

  • 2 · Grants to domestic individuals

    total $3,926,058 · program services $3,926,058

  • 5 · Compensation of officers, directors and key employees

    total $446,210 · management and general $446,210

  • 7 · Other salaries and wages

    total $8,495,134 · program services $7,838,704 · management and general $656,430

  • 8 · Pension plan contributions

    total $986,834 · program services $854,517 · management and general $132,317

  • 9 · Other employee benefits

    total $1,242,429 · program services $1,084,340 · management and general $158,089

  • 10 · Payroll taxes

    total $138,227 · program services $120,639 · management and general $17,588

  • 11g · Fees: other

    total $1,083,785 · program services $853,845 · management and general $229,940

  • 12 · Advertising and promotion

    total $142,609 · program services $102,101 · management and general $40,508

  • 13 · Office expenses

    total $220,907 · program services $150,158 · management and general $70,749

  • 16 · Occupancy

    total $195,351 · program services $119,053 · management and general $76,298

  • 17 · Travel

    total $694,411 · program services $534,154 · management and general $160,257

  • 19 · Conferences, conventions and meetings

    total $477,191 · program services $126,529 · management and general $350,662

  • 22 · Depreciation, depletion and amortization

    total $408,048 · program services $62,458 · management and general $345,590

  • 23 · Insurance

    total $246,689 · program services $82,358 · management and general $164,331

  • 24a · Other expenses: PAYMENTS TO SUBCONTRACT

    total $3,692,045 · program services $3,692,045

  • 24b · Other expenses: PROGRAM PROVIDED MEALS

    total $3,227,556 · program services $3,227,556

  • 24c · Other expenses: WORK EXPERIENCE AND INC

    total $2,466,694 · program services $2,466,694

  • 24d · Other expenses: OTHER COSTS

    total $400,791 · program services $1,658 · management and general $399,133

  • 24e · All other expenses

    total $520,408 · program services $2,875,033 · management and general -$2,354,625

Balance sheet

Part X, book values.

  • 1 · Cash, non-interest-bearing

    beginning of year $3,681,657 · end of year $4,181,207

  • 2 · Savings and temporary cash investments

    beginning of year $9,155,188 · end of year $9,305,123

  • 3 · Pledges and grants receivable

    beginning of year $5,020,733 · end of year $5,373,767

  • 4 · Accounts receivable

    beginning of year $1,172,368 · end of year $1,655,194

  • 7 · Other notes and loans receivable

    beginning of year $17,647,374 · end of year $17,431,463

  • 9 · Prepaid expenses and deferred charges

    beginning of year $108,261 · end of year $89,965

  • 10a · Land, buildings and equipment: cost or other basis

    $10,599,107

  • 10b · Land, buildings and equipment: accumulated depreciation

    $2,915,867

  • 10c · Land, buildings and equipment, net

    beginning of year $7,748,433 · end of year $7,683,240

  • 12 · Investments: other securities

    beginning of year $103,991 · end of year $82,619

  • 15 · Other assets

    beginning of year $516,625 · end of year $179,173

  • 17 · Accounts payable and accrued expenses

    beginning of year $3,880,893 · end of year $3,263,898

  • 19 · Deferred revenue

    beginning of year $717,946 · end of year $376,179

  • 21 · Escrow or custodial account liability

    beginning of year $15,372 · end of year $5,488

  • 27 · Net assets without donor restrictions

    beginning of year $18,651,677 · end of year $20,759,684

  • 28 · Net assets with donor restrictions

    beginning of year $21,888,742 · end of year $21,576,502

Mission and programs · 2023

Mission

THE MISSION OF SMPDD IS TO PROMOTE CIVIC IMPROVEMENT AND ECONOMIC DEVELOPMENT OF THE LOWER FIFTEEN COUNTIES IN THE STATE OF MISSISSIPPI.

  • Withheld by Nonprofiteer: this text may name a private individual.

    Expenses $13,763,283 · Grants $7,912,463 · Revenue $131,023

  • AREA AGENCY ON AGING - CONSISTS OF PROGRAMS FOR PEOPLE 60 YEARS OF AGE AND OLDER. 712,986 UNITS OF THE FOLLOWING SERVICES WERE PROVIDED TO 5,509 CLIENTS: MEALS, HOMEMAKER SERVICES, INFORMATION AND REFERRAL, ADULT DAY CARE, CASE MANAGEMENT, LEGAL SERVICES, RESPITE CARE, SENIOR CENTER SERVICES, CONSUMER DIRECTED CARE, HOME MODIFICATIONS, AND TRANSPORTATION. INSURANCE COUNSELING WAS PROVIDED TO 514 INDIVIDUALS BY DIRECT CONTACT, 4,385 PEOPLE WERE REACHED THROUGH PUBLIC OUTREACH EVENTS, AND 2,633 PEOPLE WERE REACHED THROUGH MAIL-OUTS.

    Expenses $7,460,127 · Revenue $72,300

  • MEDICAID WAIVER PROVIDES HOME AND COMMUNITY BASED SERVICES TO INDIVIDUALS OVER THE AGE OF 21 WHO, IN THE ABSENCE OF SUCH SERVICES, WOULD REQUIRE THE LEVEL OF CARE PROVIDED IN A NURSING FACILITY. PARTICIPANTS MUST MEET INCOME AND HEALTH REQUIREMENTS. 3,794 ELDERLY AND DISABLED MEDICAID WAIVER CLIENTS RECEIVED 37,143 UNITS OF SERVICE OF CASE MANAGEMENT AND 349,726 HOME DELIVERED MEALS.

    Expenses $8,912,283

  • ECONOMIC DEVELOPMENT

    Expenses $779,040 · Revenue $292,157

  • VETERAN DIRECTED CARE SERVES VETERANS OF ALL AGES WHO ARE AT RISK OF NURSING HOME PLACEMENT. VETERANS ARE ALLOTTED FUNDS TO EMPLOY HOME HEALTH CARE WORKERS AND TO PURCHASE ITEMS TO INCREASE THEIR ABILITY TO REMAIN IN THEIR HOMES. DURING FY 2024, 130 VETERANS PARTICIPATED IN THE PROGRAM.

    Expenses $3,541,558 · Grants $3,926,058 · Revenue $870,510

  • ALL OTHER SENIOR SERVICES PROGRAMS THE FOSTER GRANDPARENT PROGRAM PROVIDED A STIPEND TO 16 PEOPLE 55 YEARS OF AGE AND OLDER TO SERVE AS COMPANIONS, MENTORS, TUTORS AND ADVISORS TO YOUNG PEOPLE. THE ALZHEIMER'S DISEASE PROGRAM PROVIDED SERVICES TO PEOPLE WITH ADRD AND THEIR CAREGIVERS. THE PROGRAM STARTED IN JULY 2024 AND PROVIDED SERVICE TO 34 CLIENTS.

    Expenses $159,536 · Revenue $35,551

  • BUSINESS & GOVERNMENT FINANCE DIVISION - SMPDD CLOSED ELEVEN (11) SMALL BUSINESS LOANS TOTALING $1,466,228, WHICH CREATED OR RETAINED EIGHTY-THREE (115) JOBS. NO LOANS WERE CHARGED OFF. FOUR (4) LOANS WERE PAID OFF CARRYING A TOTAL PRINCIPLE BALANCE OF $442,884, AT THE TIME OF PAYOFF. EIGHT (8) LOANS TOTALING $1,725,000 WERE APPROVED BUT NOT CLOSED AT FISCAL YEAR END 9/30/2024.

    Expenses $387,401 · Revenue $647,945

  • SPECIAL PROJECTS

    Expenses $1,027,135 · Revenue $47,456

  • OTHER PROGRAM SERVICE REVENUE

    Revenue $677,850

As filed on the 2023 return. The filer continues this part on Schedule O, which is not shown here. A text marked withheld matched a screen for wording that may name a private individual, such as an honorific or "in memory of". Most of what it withholds names no one; it is withheld so that what does is never shown.

Listed in Part VII

  • Leonard Bentz II

    EXEC. DIRECTOR

    Total calculated
    $351,358
    From this org
    $304,930
    From related orgs
    $0
    Other
    $46,428
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $300,000
    Bonus
    $0
    Other
    $4,930
    Deferred
    $36,592
    Nontaxable benefits
    $9,836
    Filer's total
    $351,358

  • Wayne Barrow

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    0.8

  • Bobby Bolton

    2ND VICE PRESIDENT

    Total calculated
    $0
    Hours/week
    0.8

  • Demarrio Booth

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    0.8

  • Dr Adam Breerwood

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    0.8

  • Mitch Brent

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    0.8

  • Eric Chambless

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    0.8

  • Keith Clay

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    0.8

  • Sterling Craft

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    0.8

  • Tommy Dews

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    0.8

  • Phil Dickerson

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    0.8

  • Michael Evans

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    0.8

  • Mike Favre

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    0.8

  • Sedgie Foxworth

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    0.8

  • Hal Hayes

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    0.8

  • Donald Hart

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    0.8

  • Larry Havard

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    0.8

  • Billy Hewes

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    0.8

  • David Hogan

    1ST VICE PRESIDENT

    Total calculated
    $0
    Hours/week
    0.8

  • Kenny Holloway

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    0.8

  • Rick Hux

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    0.8

  • Cliff Kelly

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    0.8

  • Leslie Kelley

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    0.8

  • Darrin Bo Ladner

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    0.8

  • Patrick Lee

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    0.8

  • Jim Luke

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    0.8

  • Gentry Mordica

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    0.8

  • Ennit Morris

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    0.8

  • Derek Necaise

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    0.8

  • Calvin Newsome

    PRESIDENT

    Total calculated
    $0
    Hours/week
    0.8

  • Lance Pearson

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    0.8

  • Rebecca Powers

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    0.8

  • Troy Ross

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    0.8

  • Steve Seymour

    TREASURER

    Total calculated
    $0
    Hours/week
    0.8

  • Kevin Shows

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    0.8

  • Jason Spence

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    0.8

  • Jimmy Spring

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    0.8

  • Scott Strickland

    SECRETARY

    Total calculated
    $0
    Hours/week
    0.8

  • Amy Walker

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    0.8

  • Paul Walley

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    0.8

  • Ray Wesson

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    0.8

  • Rod Woullard

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    0.8

  • Jennifer Bell

    CFO

    Total calculated
    $17,223
    From this org
    $16,540
    From related orgs
    $0
    Other
    $683
    Hours/week
    40

  • Mary Larosa

    FORMER CFO

    Total calculated
    $150,862
    From this org
    $126,980
    From related orgs
    $0
    Other
    $23,882
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $126,980
    Bonus
    $0
    Other
    $0
    Deferred
    $15,238
    Nontaxable benefits
    $8,644
    Filer's total
    $150,862

Compensation is as filed in Part VII: reportable pay from this organization and from related organizations, other compensation, and hours per week. The total, marked calculated, is our sum of the three dollar columns, with a blank column counted as $0; the form itself has no total. On a Form 990-EZ the columns are Part IV's instead, and on a Form 990-PF Part VIII's — compensation, contributions to benefit plans, and expense account — and the total sums those. A Schedule J breakdown is as filed: base pay, bonus, other, deferred compensation and nontaxable benefits from this organization, with any from related organizations beside each, and the filer's own total. It is shown with the Part VII listing of the same name on the same return. The form gives no key between the two, so that pairing is ours, and is marked matched by us.

Schedule J

Answered yes

  • 3 · Independent compensation consultant
  • 3 · Approval by the board or compensation committee

Answered no

  • 4a · Severance or change-of-control payment
  • 4b · Supplemental nonqualified retirement plan
  • 4c · Equity-based compensation arrangement
  • 5a · Pay contingent on this organization's revenues
  • 5b · Pay contingent on a related organization's revenues
  • 6a · Pay contingent on this organization's net earnings
  • 6b · Pay contingent on a related organization's net earnings
  • 7 · Other non-fixed payments
  • 8 · Paid under the initial-contract exception

Part I's answers as filed. A line not listed was left unanswered; on lines 1a and 3 that means the box was not checked.

Grants on this return

  • SUBRECIPIENTS

    $7,912,463

    SERVICES FOR THE ELDERLY, EDUCATION, TRAINING, AND ECONOMIC DEVELOPMENT.

Taxable family on this return

Schedule R Parts I, III and IV, as filed. These record ownership and control, not shared board members or money moved.

Related corporations and trusts

Part IV: related organizations taxable as a corporation or trust.

  • MUNICIPAL ADVISORS OF MISSISSIPPI INC

    C · MUNICIPAL ADVISORS · MS · 100% owned · share of income -$21,375 · share of assets $119,458 · controlled entity

    Directly controlled by SOUTHERN MS PLANNING & DEVELOPMENT DISTR

Provenance

Return type
form_990
Tax year
2023
Filed
12 March 2025
IRS schema version
2023v6.0
Source object
202540719349301429

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