SOUTHERN MS PLANNING & DEVELOPMENT DISTRICT INC

EIN: 640441554 501(c)(3)

GULFPORT, MS

Total Revenue
$46,060,210
Total Expenses
$43,581,893
Total Assets
$48,879,356
Net Assets
$44,855,988
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Financial Trends

Organization Details

Formation Year
1966
Legal Domicile
MS
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.

Program Service Accomplishments

Program 1
Expenses: $14,161,312

WORKFORCE DEVELOPMENT - WIOA, THROUGH FUNDING FROM THE U.S. DEPARTMENT OF LABOR (US DOL), PROVIDED EMPLOYMENT AND EDUCATIONAL TRAINING SERVICES TO 2,690 PARTICIPANTS. AMONG THOSE SERVICED, 275...

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WORKFORCE DEVELOPMENT - WIOA, THROUGH FUNDING FROM THE U.S. DEPARTMENT OF LABOR (US DOL), PROVIDED EMPLOYMENT AND EDUCATIONAL TRAINING SERVICES TO 2,690 PARTICIPANTS. AMONG THOSE SERVICED, 275 PARTICIPANTS RECEIVED INDIVIDUAL TRAINING ACCOUNTS (ITAS) THAT WERE FUNDED AT A TOTAL AMOUNT OF $847,880.31. ITA FUNDS ASSIST PARTICIPANTS WITH THEIR EDUCATIONAL COSTS. THERE WERE 65 INDIVIDUALS ENROLLED IN ON-THE-JOB (OJT) TRAINING, AT A TOTAL AMOUNT OF $562,980.92. OJT FUNDS HELP BUSINESSES OFFSET TRAINING COSTS AND CUSTOMIZE THE TRAINING TO THEIR SPECIFIC NEEDS. IN ADDITION, 369 YOUTH WERE ENROLLED IN TWIN DISTRICTS WORKFORCE DEVELOPMENT AREA'S IN-SCHOOL AND OUT-OF-SCHOOL YOUTH PROGRAMS. MS WORKS, THROUGH FUNDING FROM ACCELERATEMS, PROVIDED TRAINING SERVICES TO 328 PARTICIPANTS, AT A TOTAL OF $956,466.81.SCSEP, THROUGH FUNDING FROM THE CENTER FOR WORKFORCE INCLUSION, AND THE MS DEPARTMENT OF EMPLOYMENT SECURITY, PROVIDED COMMUNITY SERVICE AND TRAINING SERVICES TO LOW INCOME PEOPLE THROUGH THE SENIOR COMMUNITY SERVICE EMPLOYMENT PROGRAM. THERE WERE 54 ENROLLED IN THE PROGRAM, AND THEY RECEIVED 34,838.75 HOURS OF EMPLOYMENT TRAINING.HIGH SCHOOL CAREER COACH- THROUGH FUNDING FROM ACCELERATEMS AND THE MS DEPARTMENT OF EMPLOYMENT SECURITY, AS THE FISCAL AGENT, SMPDD HAS HIRED 41 HIGH SCHOOL CAREER COACHES, WHICH SERVE STUDENTS IN 47 HIGH SCHOOLS, WITHIN 21 COUNTIES. THE CAREER COACH PROGRAM IS A STUDENTS' CONNECTION TO CAREER INFORMATION, OPTIONS, EDUCATION, TRAINING AND OPPORTUNITIES.TANF CAREER STEP, THROUGH FUNDING FROM THE MISSISSIPPI DEPARTMENT HUMAN SERVICES, SERVED 346 PARTICIPANTS. THE CAREER STEP PROGRAM CONNECTS INDIVIDUALS WITH MULTIPLE BARRIERS TO COACHING, TRAINING, AND SUPPORT SERVICES THAT WILL PLACE THEM ON A PATH TO SELF-SUFFICIENCY.RE-ENTRY PROGRAMS - PREPARES OFFENDERS HOUSED AT REGIONAL FACILITIES AND RE-ENTRY CENTERS FOR A SUCCESSFUL RETURN TO EMPLOYMENT, AND A REDUCTION IN RECIDIVISM. SMPDD'S RE-ENTRY PROGRAMS INCLUDE:1- RESTORE ACCELERATED RE-ENTRY PROGRAM (ARP), FUNDED THROUGH ACCELERATEMS, SERVED 43 PARTICIPANTS. 2- PATHWAYHOME5, FUNDED THROUGH THE U.S. DEPARTMENT OF LABOR, SERVED 103 PARTICIPANTS. 3- PARTNERS FOR RE-ENTRY OPPORTUNITIES IN WORKFORCE DEVELOPMENT (PROWD), FUNDED THROUGH THE MS DEPARTMENT OF EMPLOYMENT SECURITY, SERVED 13 PARTICIPANTS.

Program 2
Expenses: $7,550,004 Revenue: $616,688

AREA AGENCY ON AGING - CONSISTS OF PROGRAMS FOR PEOPLE 60 YEARS OF AGE AND OLDER. 687,336 UNITS OF THE FOLLOWING SERVICES WERE PROVIDED TO 5,603 CLIENTS: MEALS, HOMEMAKER SERVICES, INFORMATION AND...

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AREA AGENCY ON AGING - CONSISTS OF PROGRAMS FOR PEOPLE 60 YEARS OF AGE AND OLDER. 687,336 UNITS OF THE FOLLOWING SERVICES WERE PROVIDED TO 5,603 CLIENTS: MEALS, HOMEMAKER SERVICES, INFORMATION AND REFERRAL, ADULT DAY CARE, CASE MANAGEMENT, LEGAL SERVICES, RESPITE CARE, SENIOR CENTER SERVICES, HOME MODIFICATIONS, AND TRANSPORTATION. INSURANCE COUNSELING WAS PROVIDED TO 1,688 INDIVIDUALS BY DIRECT CONTACT, 4,587 PEOPLE WERE REACHED THROUGH PUBLIC OUTREACH EVENTS, AND 85,252 PEOPLE WERE REACHED THROUGH MAIL-OUTS.

Program 3
Expenses: $9,991,200

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...

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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. 3,933 ELDERLY AND DISABLED MEDICAID WAIVER CLIENTS RECEIVED 41,440 UNITS OF SERVICE OF CASE MANAGEMENT AND 362,544 HOME DELIVERED MEALS.

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Trantor Score

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Liquidity (40%) • Solvency (30%) • Sustainability (20%) • Efficiency (10%)

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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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Governance

Voting Members
41
Independent Members
41
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
7
$582,211
Total Directors
42
$388,603
Key Employees
0
$0
Highest Compensated
1
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
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