SOUTHERN MS PLANNING & DEVELOPMENT DISTRICT INC (EIN 640441554) - 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

1966

Legal Domicile

Principal Officer

LEONARD BENTZ II

Phone

2288682311

Tax Period

2024-10-01 to 2025-09-30

SOUTHERN MS PLANNING & DEVELOPMENT DISTRICT INC, founded in 1966, is a mid-sized nonprofit that reported $46.1M in total revenue in fiscal year 2024. Revenue grew 18% year-over-year, indicating healthy expansion. Expenses of $43.6M left a modest 5% surplus.

Mission

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

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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 (2024)

Revenue Breakdown

Contributions & Grants $43,063,433

Program Service Revenue $2,668,266

Investment Income $328,511

Other Revenue $0

TOTAL REVENUE $46,060,210

Expense Breakdown

Grants Paid $14,555,547

Salaries & Benefits $12,756,437

Fundraising Expenses $0

Program Expenses $42,390,275

Other Expenses $16,269,909

TOTAL EXPENSES $43,581,893

Year-over-Year Comparison

	2024	2023	Change
Revenue	$46,060,210	$39,053,219	+0.2%
Expenses	$43,581,893	$36,923,840	+0.2%
Net Income	$2,478,317	$2,129,379	+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

258

Volunteers

N/A

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

$582,211

Total Directors

$388,603

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
LEONARD BENTZ II	EXEC. DIRECTOR	40.00	Officer Director	$337,399	$51,204	$388,603
WAYNE BARROW	BOARD MEMBER	0.80	Director	$0	$0	$0
BOBBY BOLTON	2ND VICE PRESIDENT	0.80	Officer Director	$0	$0	$0
DEMARRIO BOOTH	BOARD MEMBER	0.80	Director	$0	$0	$0
DR ADAM BREERWOOD	BOARD MEMBER	0.80	Director	$0	$0	$0
MITCH BRENT	BOARD MEMBER	0.80	Director	$0	$0	$0
ERIC CHAMBLESS	BOARD MEMBER	0.80	Director	$0	$0	$0
KEITH CLAY	BOARD MEMBER	0.80	Director	$0	$0	$0
STERLING CRAFT	BOARD MEMBER	0.80	Director	$0	$0	$0
TOMMY DEWS	BOARD MEMBER	0.80	Director	$0	$0	$0
PHIL DICKERSON	BOARD MEMBER	0.80	Director	$0	$0	$0
MICHAEL EVANS	BOARD MEMBER	0.80	Director	$0	$0	$0
MIKE FAVRE	BOARD MEMBER	0.80	Director	$0	$0	$0
SEDGIE FOXWORTH	BOARD MEMBER	0.80	Director	$0	$0	$0
HAL HAYES	BOARD MEMBER	0.80	Director	$0	$0	$0
DONALD HART	BOARD MEMBER	0.80	Director	$0	$0	$0
LARRY HAVARD	BOARD MEMBER	0.80	Director	$0	$0	$0
DAVID HOGAN	1ST VICE PRESIDENT	0.80	Officer Director	$0	$0	$0
RICK HUX	BOARD MEMBER	0.80	Director	$0	$0	$0
CLIFF KELLY	BOARD MEMBER	0.80	Director	$0	$0	$0
LESLIE KELLEY	BOARD MEMBER	0.80	Director	$0	$0	$0
DARRIN BO LADNER	BOARD MEMBER	0.80	Director	$0	$0	$0
PATRICK LEE	BOARD MEMBER	0.80	Director	$0	$0	$0
JIM LUKE	BOARD MEMBER	0.80	Director	$0	$0	$0
GENTRY MORDICA	BOARD MEMBER	0.80	Director	$0	$0	$0
ENNIT MORRIS	BOARD MEMBER	0.80	Director	$0	$0	$0
DEREK NECAISE	BOARD MEMBER	0.80	Director	$0	$0	$0
CALVIN NEWSOME	PRESIDENT	0.80	Officer Director	$0	$0	$0
LANCE PEARSON	BOARD MEMBER	0.80	Director	$0	$0	$0
REBECCA POWERS	BOARD MEMBER	0.80	Director	$0	$0	$0
TROY ROSS	BOARD MEMBER	0.80	Director	$0	$0	$0
STEVE SEYMOUR	TREASURER	0.80	Officer Director	$0	$0	$0
KEVIN SHOWS	BOARD MEMBER	0.80	Director	$0	$0	$0
JASON SPENCE	BOARD MEMBER	0.80	Director	$0	$0	$0
JIMMY SPRING	BOARD MEMBER	0.80	Director	$0	$0	$0
SCOTT STRICKLAND	SECRETARY	0.80	Officer Director	$0	$0	$0
AMY WALKER	BOARD MEMBER	0.80	Director	$0	$0	$0
PAUL WALLEY	BOARD MEMBER	0.80	Director	$0	$0	$0
RAY WESSON	BOARD MEMBER	0.80	Director	$0	$0	$0
ROD WOULLARD	BOARD MEMBER	0.80	Director	$0	$0	$0
BOBBY COX	BOARD MEMBER	0.80	Director	$0	$0	$0
ANDREW GILLICH	BOARD MEMBER	0.80	Director	$0	$0	$0
JENNIFER BELL	CFO	40.00	Officer	$163,822	$29,786	$193,608
ALLISON HAWKINS	HCE	40.00	Highest	$130,946	$25,717	$156,663

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
2025	$46,060,210	$43,581,893	$48,879,356	$2,478,317
2024	$39,053,219	$36,923,840	$45,981,751	$2,129,379
2023	$34,417,646	$33,621,591	$45,154,630	$796,055
2022	$33,837,059	$31,171,474	$44,385,657	$2,665,585
2021	$46,562,005	$38,727,985	$41,579,491	$7,834,020
2020	$30,677,934	$28,006,799	$36,138,031	$2,671,135
2019	$28,113,458	$26,808,996	$30,912,503	$1,304,462
2018	$26,020,234	$25,112,910	$30,401,211	$907,324

SOUTHERN MS PLANNING & DEVELOPMENT DISTRICT INC