NORTH DELTA PLANNING AND DEV DIST (EIN 640468044) - 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

1967

Legal Domicile

Principal Officer

JAMES CURCIO

Tax Period

2023-10-01 to 2024-09-30

NORTH DELTA PLANNING AND DEV DIST, founded in 1967, is a community nonprofit in the Public & Societal Benefit sector that reported $8.4M in total revenue in fiscal year 2023. Expenses of $7.7M left a modest 9% surplus.

Mission

PROVIDE SERVICES FOR AGING AND PROMOTE CIVIC IMPROVEMENT AND ECONOMIC DEVELOPMENT OF THE COUNTIES SERVED IN NORTHEAST 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 (2023)

Revenue Breakdown

Contributions & Grants $7,782,931

Program Service Revenue $125,259

Investment Income $528,557

Other Revenue $4,273

TOTAL REVENUE $8,441,020

Expense Breakdown

Grants Paid $2,408,670

Salaries & Benefits $4,607,795

Fundraising Expenses $0

Program Expenses $6,598,422

Other Expenses $665,609

TOTAL EXPENSES $7,682,074

Year-over-Year Comparison

	2023	2022	Change
Revenue	$8,441,020	$8,658,894	0.0%
Expenses	$7,682,074	$7,688,705	0.0%
Net Income	$758,946	$970,189	-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

Volunteers

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

$390,081

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
JAMES CURCIO	Exec Director	40.00	Officer Highest	$251,340	$0	$251,340
DON WILKERSON	Comptroller	40.00	Officer	$138,741	$0	$138,741
CHARLIE REESE	BOARD MEMBER	2.00	Director	$0	$0	$0
EVERETTE HILL	BOARD MEMBER	4.00	Director	$0	$0	$0
TONY SANDRIDGE	President	2.00	Director	$0	$0	$0
ANITA GREENWOOD	BOARD MEMBER	2.00	Director	$0	$0	$0
PAUL PEARSON	BOARD MEMBER	2.00	Director	$0	$0	$0
JAMES EDWARDS	BOARD MEMBER	2.00	Director	$0	$0	$0
GIPSON RICHARD	BOARD MEMBER	2.00	Director	$0	$0	$0
DERRELL WASHINGTON	BOARD MEMBER	2.00	Director	$0	$0	$0
RUBY BROWN	BOARD MEMBER	2.00	Director	$0	$0	$0
GREG GRAVES	BOARD MEMBER	2.00	Director	$0	$0	$0
DIANE SHIPP	BOARD MEMBER	2.00	Director	$0	$0	$0
JENNIFER BOUCHILLON	BOARD MEMBER	2.00	Director	$0	$0	$0
VANESSA LYNCHARD	BOARD MEMBER	2.00	Director	$0	$0	$0
DONALD PHELPS	BOARD MEMBER	2.00	Director	$0	$0	$0
JESSE HARRIS	BOARD MEMBER	2.00	Director	$0	$0	$0
MARK HUDSON	BOARD MEMBER	2.00	Director	$0	$0	$0
KRIS ATKINSON	BOARD MEMBER	2.00	Director	$0	$0	$0
ALEX BRADLEY	BOARD MEMBER	2.00	Director	$0	$0	$0
GLENN BILLINGSLEY	BOARD MEMBER	2.00	Director	$0	$0	$0
BERNARD WHITE	BOARD MEMBER	2.00	Director	$0	$0	$0
JESSE ELLIS	BOARD MEMBER	2.00	Director	$0	$0	$0
PAT DAVIS	BOARD MEMBER	2.00	Director	$0	$0	$0
JOHNNY NEWSON	BOARD MEMBER	2.00	Director	$0	$0	$0
PHYLLIS WILLIAMS	BOARD MEMBER	2.00	Director	$0	$0	$0
LORINE CADY	Treasurer	2.00	Director	$0	$0	$0
MANUEL KILLEBREW	Vice-President	2.00	Director	$0	$0	$0

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	$8,441,020	$7,682,074	$16,854,573	$758,946
2023	$8,658,894	$7,688,705	$16,068,515	$970,189
2022	$8,615,937	$8,047,886	$15,236,199	$568,051
2021	$8,498,634	$7,278,479	$14,661,915	$1,220,155
2020	$7,745,968	$7,092,402	$13,505,598	$653,566
2019	$7,533,795	$6,977,119	$12,823,152	$556,676
2018	$7,360,845	$6,811,314	$12,527,774	$549,531

NORTH DELTA PLANNING AND DEV DIST