2026-03-19T14:41:07-05:00 2025-09-30 205857627 TMH P O DRAWER 15099 HATTIESBURG MS 394045099 990 2024-10-01 640441554 SOUTHERN MS PLANNING & DEVELOPMENT DISTRICT INC SOUT 2288682311 10441 CORPORATE DRIVE SUITE 1 1 GULFPORT MS 39503 LEONARD BENTZ II EXECUTIVE DIRECTOR 2288682311 2026-03-19 1 0 PAIGE M JOHNSON CPA P00637479 6012643519 2026-03-17 2024 2025-03-06 01:10:19Z LEONARD BENTZ II 10441 CORPORATE DRIVE SUITE 1 1 GULFPORT MS 39503 46119959 0 1 X WWW.SMPDD.COM X 1966 MS THE MISSION OF SMPDD IS TO PROMOTE CIVIC IMPROVEMENT AND ECONOMIC DEVELOPMENT OF THE LOWER FIFTEEN COUNTIES IN THE STATE OF MISSISSIPPI. 41 41 258 0 0 0 36049618 43063433 2774792 2668266 228809 328511 0 0 39053219 46060210 11838521 14555547 0 0 11308834 12756437 0 0 0 13776485 16269909 36923840 43581893 2129379 2478317 45981751 48879356 3645565 4023368 42336186 44855988 X THE MISSION OF SMPDD IS TO PROMOTE CIVIC IMPROVEMENT AND ECONOMIC DEVELOPMENT OF THE LOWER FIFTEEN COUNTIES IN THE STATE OF MISSISSIPPI. 0 0 14161312 6653376 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. 7550004 616688 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. 9991200 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. 7988023 7419023 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 2025, 322 VETERANS PARTICIPATED IN THE PROGRAM. 192880 77641 443274 OTHER SENIOR SERVICES PROGRAMS - THE FOSTER GRANDPARENT PROGRAM PROVIDED A STIPEND TO 23 PEOPLE 55 YEARS OF AGE OR 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 PROVIDED SERVICES TO 84 CLIENTS. 609560 414141 ECONOMIC DEVELOPMENT 404794 835227 BUSINESS OUTREACH & LOAN DIVISION 1072469 56469 SPECIAL PROJECTS 14526 302467 OTHER PROGRAM SERVICE REVENUE 405507 405507 CONSUMER DIRECTED CARE - ALLOWS ELIGIBLE SENIORS TO RECEIVE SERVICES IN THEIR HOME WHILE MANAGING THEIR OWN CARE PLAN AND BUDGET. DURING FY 2025, 116 SENIORS PARTICIPATED IN THE PROGRAM. 10687759 7902171 2051578 42390275 1 1 0 0 0 0 0 0 1 0 1 0 0 0 0 1 0 1 0 0 0 0 0 0 0 0 0 1 1 1 0 0 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 1 61 0 1 258 1 0 0 0 0 0 0 0 0 0 0 X 41 41 0 0 0 0 0 0 0 1 1 0 0 1 1 1 1 0 1 1 0 0 MS X LEONARD BENTZ 2288682311 10441 CORPORATE DRIVE SUITE 1 GULFPORT MS 39503 LEONARD BENTZ II EXEC. DIRECTOR 40.00 X X 337399 0 51204 WAYNE BARROW BOARD MEMBER 0.80 X 0 0 0 BOBBY BOLTON 2ND VICE PRESIDENT 0.80 X X 0 0 0 DEMARRIO BOOTH BOARD MEMBER 0.80 X 0 0 0 DR ADAM BREERWOOD BOARD MEMBER 0.80 X 0 0 0 MITCH BRENT BOARD MEMBER 0.80 X 0 0 0 ERIC CHAMBLESS BOARD MEMBER 0.80 X 0 0 0 KEITH CLAY BOARD MEMBER 0.80 X 0 0 0 STERLING CRAFT BOARD MEMBER 0.80 X 0 0 0 TOMMY DEWS BOARD MEMBER 0.80 X 0 0 0 PHIL DICKERSON BOARD MEMBER 0.80 X 0 0 0 MICHAEL EVANS BOARD MEMBER 0.80 X 0 0 0 MIKE FAVRE BOARD MEMBER 0.80 X 0 0 0 SEDGIE FOXWORTH BOARD MEMBER 0.80 X 0 0 0 HAL HAYES BOARD MEMBER 0.80 X 0 0 0 DONALD HART BOARD MEMBER 0.80 X 0 0 0 LARRY HAVARD BOARD MEMBER 0.80 X 0 0 0 DAVID HOGAN 1ST VICE PRESIDENT 0.80 X X 0 0 0 RICK HUX BOARD MEMBER 0.80 X 0 0 0 CLIFF KELLY BOARD MEMBER 0.80 X 0 0 0 LESLIE KELLEY BOARD MEMBER 0.80 X 0 0 0 DARRIN BO LADNER BOARD MEMBER 0.80 X 0 0 0 PATRICK LEE BOARD MEMBER 0.80 X 0 0 0 JIM LUKE BOARD MEMBER 0.80 X 0 0 0 GENTRY MORDICA BOARD MEMBER 0.80 X 0 0 0 ENNIT MORRIS BOARD MEMBER 0.80 X 0 0 0 DEREK NECAISE BOARD MEMBER 0.80 X 0 0 0 CALVIN NEWSOME PRESIDENT 0.80 X X 0 0 0 LANCE PEARSON BOARD MEMBER 0.80 X 0 0 0 REBECCA POWERS BOARD MEMBER 0.80 X 0 0 0 TROY ROSS BOARD MEMBER 0.80 X 0 0 0 STEVE SEYMOUR TREASURER 0.80 X X 0 0 0 KEVIN SHOWS BOARD MEMBER 0.80 X 0 0 0 JASON SPENCE BOARD MEMBER 0.80 X 0 0 0 JIMMY SPRING BOARD MEMBER 0.80 X 0 0 0 SCOTT STRICKLAND SECRETARY 0.80 X X 0 0 0 AMY WALKER BOARD MEMBER 0.80 X 0 0 0 PAUL WALLEY BOARD MEMBER 0.80 X 0 0 0 RAY WESSON BOARD MEMBER 0.80 X 0 0 0 ROD WOULLARD BOARD MEMBER 0.80 X 0 0 0 BOBBY COX BOARD MEMBER 0.80 X 0 0 0 ANDREW GILLICH BOARD MEMBER 0.80 X 0 0 0 JENNIFER BELL CFO 40.00 X 163822 0 29786 ALLISON HAWKINS HCE 40.00 X 130946 0 25717 632167 0 106707 7 0 1 0 TRIO COMMUNITY MEALS LLC PO BOX 742992 ATLANTA GA 303742992 FOOD SERVICES 4679304 MS DEPARTMENT OF EMPLOYMENT SECURITY PO BOX 1699 JACKSON MS 39215 WORKFORCE CONTRACTUAL SERVICES 3744071 WORKING SOLUTIONS LLC PO BOX 3802 MERIDIAN MS 39303 WORKFORCE CONTRACTUAL SERVICES 2369427 UNITEDHEALTH PO BOX 94017 PALATINE IL 60094 HEALTH INSURANCE SERVICES 1918621 VARIABLE ANNUITY LIFE INSURANCE COMPANY PO BOX 301104 DALLAS TX 75303 RETIREMENT SERVICES 1456418 39 43037103 26330 43063433 CONTRACTUAL SERVICES 900099 924751 924751 OTHER PROGRAM INCOME 900099 905459 905459 REVOLVING LOAN FUND INTEREST & FE 900099 838056 838056 2668266 166559 166559 221701 59749 161952 161952 161952 46060210 2668266 0 328511 6598854 6598854 7956693 7956693 599792 130946 468846 9094158 8344496 749662 1079603 933382 146221 1833930 1610578 223352 148954 130814 18140 232964 20669 212295 170289 136300 33989 213356 157810 55546 119138 119138 777793 529132 248661 658729 154681 504048 451433 90661 360772 576093 383404 192689 PAYMENTS TO SUBCONTRACT 6865145 6864102 1043 PROGRAM PROVIDED MEALS 3497829 3497829 WORK EXPERIENCE AND INC 1508458 1508458 REPAIRS & MAINTENANCE 359666 167828 191838 839016 3054500 -2215484 43581893 42390275 1191618 0 4181207 5103870 9305123 9823980 5373767 6289849 1655194 435351 17431463 18366420 89965 111719 11291929 2900508 7683240 8391421 82619 125157 179173 231589 45981751 48879356 3263898 3694982 376179 322331 5488 6055 3645565 4023368 X 20759684 22568500 21576502 22287488 42336186 44855988 45981751 48879356 X 2478317 41485 X X 0 1 X 1 1 1 X 44628819 32030865 32147473 36049618 43063433 187920208 44628819 32030865 32147473 36049618 43063433 187920208 187920208 570830 39567 74844 206742 166559 1058542 188978750 10590666 0.99440 0.99160 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 0 1 X 728633 728633 8333894 1875190 6458704 2199360 1025318 1174042 30042 30042 8391421 X PART IV, LINE 2B: SMPDD OWNER FINANCED THE SALE OF 15425 HWY 57 TO WADE SMITH. A REQUIREMENT OF THE LOAN WAS ESCROWING FOR TAXES AND INSURANCE. DURING FISCAL YEAR 2025, SMPDD DRAFTED TAXES AND INSURANCE EACH MONTH. THE TOTAL AMOUNT COLLECTED FOR TAXES AND INSURANCE FOR THE FISCAL YEAR WAS $4,103.82 AND $4,483.68, RESPECTIVELY. PART X, LINE 2: FASB ASC 740 CLARIFIES THE ACCOUNTING FOR UNCERTAINTY IN TAX POSITIONS AND THE RECOGNITION OF SUCH INCOME TAX POSITIONS TAKEN OR EXPECTED TO BE TAKEN IN SMPDD'S INCOME TAX RETURNS. SMPDD'S INCOME TAX RETURNS ARE SUBJECT TO EXAMINATION BY THE IRS, GENERALLY FOR THREE YEARS AFTER THEY ARE FILED. IN EVALUATING SMPDD'S TAX POSITIONS, SMPDD BELIEVES THEIR ESTIMATES ARE APPROPRIATE BASED ON CURRENT FACTS AND CIRCUMSTANCES AND THAT NO UNCERTAIN POSITIONS WERE TAKEN. 1 SUBRECIPIENTS 10441 CORPORATE DRIVE SUITE 1 GULFPORT MS 39503 6598854 0 SERVICES FOR THE ELDERLY, EDUCATION, WORKFORCE TRAINING, AND ECONOMIC DEVELOPMENT. 8 0 STIPEND & INCENTIVES 206 132101 VETERAN DIRECTED CARE 322 7419025 CONSUMER DIRECTED CARE 116 405507 PART I, LINE 2: MONITORING FOR SMPDD, AREA AGENCY ON AGING IS CONDUCTED USING THE MS DEPARTMENT OF HUMAN SERVICES, DIVISION OF AGING AND ADULT SERVICES QUALITY ASSURANCE REVIEW INSTRUMENTS. THESE CAN BE LOCATED AT THE END OF EACH OF THE MS DEPARTMENT OF HUMAN SERVICES, DIVISION OF AGING AND ADULT SERVICES QUALITY ASSURANCE STANDARDS FOR ALL SERVICES PROVIDED. PROGRAMMATIC MONITORING IS CONDUCTED AT LEAST ONCE A YEAR PER FISCAL YEAR OF CONTRACTS ISSUED. X X 0 0 0 0 0 0 0 0 0 LEONARD BENTZ II EXEC. DIRECTOR 337399 0 0 0 0 0 40488 0 10716 0 388603 0 0 0 JENNIFER BELL CFO 163822 0 0 0 0 0 19659 0 10127 0 193608 0 0 0 ALLISON HAWKINS HCE 130946 0 0 0 0 0 15714 0 10003 0 156663 0 0 0 FORM 990, PART VI, SECTION B, LINE 11B LINE 11A EXPLANATION - THE FORM 990 IS PRESENTED TO THE BOARD OF DIRECTORS AT THE FEBRUARY BOARD MEETING. THE BOARD ADDRESSES ANY ISSUES WITH THE FORM 990 AND APPROVES IT AT THE BOARD MEETING SO THAT THE FORM 990 CAN BE FILED BY ITS DUE DATE. FORM 990, PART VI, SECTION B, LINE 12C SMPDD ANNUALLY SENDS A QUESTIONNAIRE TO EACH MEMBER OF THE BOARD OF DIRECTORS REGARDING TRANSACTIONS BETWEEN SMPDD AND MEMBERS OF THE BOARD OF DIRECTORS. THESE QUESTIONNAIRES ARE COMPLETED AND RETURNED TO THE AUDIT FIRM. AT EACH LOAN COMMITTEE MEETING, THE LOAN PROGRAM MANAGER INFORMS THE COMMITTEE MEMBERS OF THE NAME OF THE BUSINESS AND THE BORROWERS AND ASKS IF THERE IS ANY RELATIONSHIP OR CONFLICT OF INTEREST BETWEEN ANY COMMITTEE MEMBER AND THE BUSINESS OR BORROWER. THE LOCAL WORKFORCE INVESTMENT AND LOCAL ELECTED OFFICIALS BOARDS HAVE ADOPTED A CONFLICT OF INTEREST CLAUSE INTO THEIR BYLAWS AND ALL GOVERNING POLICIES WHICH PREVENTS ANY BOARD MEMBER FROM RECEIVING FUNDS UNDER THEIR GOVERNANCE. EVERY BOARD MEMBER IS NOTIFIED OF THESE POLICIES AND SIGNS AN AKNOWLEDGEMENT FORM. FORM 990, PART VI, SECTION B, LINE 15A THE EXECUTIVE DIRECTOR'S SALARY IS DETERMINED BY THE BOARD OF DIRECTORS EXECUTIVE COMMITTEE, THEN RATIFIED/APPROVED BY THE FULL BOARD. FORM 990, PART VI, SECTION C, LINE 19 GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY AND FINANCIAL STATEMENTS ARE MADE AVAILABLE TO THE PUBLIC UPON REQUEST. FORM 990, PART XI, LINE 9: NET DECREASE IN ASSETS PURCHASED WITH FEDERAL/STATE FUNDS -1,053. EQUITY EARNING OF SUBSIDIARY 42,538. FORM 990, PART XII, LINE 2C: PROCESS HAS NOT CHANGED FROM PRIOR YEAR. MUNICIPAL ADVISORS OF MISSISSIPPI INC 10441 CORPORATE DRIVE SUITE 1 GULFPORT MS 39503 822007260 MUNICIPAL ADVISORS MS SOUTHERN MS PLANNING & DEVELOPMENT DISTR C 1.00000 1 0 0 0 0 0 0 0 0 0 1 0 1 1 0 0 0 1 0 0 MUNICIPAL ADVISORS OF MISSISSIPPI INC J 9792 LEASE AGREEMENT OF SMPDD PROPERTY MUNICIPAL ADVISORS OF MISSISSIPPI INC Q 112453 EXPENSE REIMBURSEMENT PD BY SMPDD MUNICIPAL ADVISORS OF MISSISSIPPI INC L 5400 PERFORMANCE OF SERVICES FOR MAMS MUNICIPAL ADVISORS OF MISSISSIPPI INC M 14525 PERFORMANCE OF SERVICES FROM MAMS SCHEDULE R FORM 990 PART LINE 2 TRANSACTION TYPE J SMPDD HAD A LEASE AGREEMENT WITH AN UNRELATED PARTY. SMPDD USED THE SAME PER SQUARE FOOT PRICE TO DETERMINE WHAT RENT SHOULD BE PER MONTH. SCHEDULE R FORM 990 PART LINE 2 TRANSACTION TYPE Q REIMBURSEMENT OF COMPANY COSTS MORE EASILY PAID THROUGH SMPDD