2021-02-12T13:31:49-06:00 2020-09-30 TMH P O DRAWER 15099 HATTIESBURG MS 394045099 990 2019-10-01 640441554 SOUTHERN MS PLANNING & DEVELOPMENT DISTRICT INC SOUT 2288682311 10441 CORPORATE DRIVE NO 1 GULFPORT MS 395034317 LEONARD BENTZ II EXECUTIVE DIRECTOR 2288682311 2021-02-12 1 PAIGE M JOHNSON CPA P00637479 6012643519 2021-02-12 2019 2022-09-23 18:48:47Z LEONARD BENTZ II 10441 CORPORATE DRIVE NO 1 GULFPORT MS 395034317 30743317 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. 34 34 318 0 0 0 26113584 29124610 1393754 957693 606120 595631 0 0 28113458 30677934 10584200 9108776 0 0 9952919 10387932 0 0 0 6271877 8510091 26808996 28006799 1304462 2671135 30912503 36138031 4070653 6520949 26841850 29617082 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 10975589 6158786 164155 WORKFORCE DEVELOPMENT - WIOA,THROUGH FUNDING FROM THE U.S. DEPARTMENT OF LABOR, PROVIDED EMPLOYMENT AND EDUCATIONAL TRAINING SERVICES TO 2,509 PARTICIPANTS. AMONG THOSE SERVICED, 352 PARTICIPANTS RECEIVED INDIVIDUAL TRAINING ACCOUNTS (ITA) THAT WERE FUNDING AT A TOTAL AMOUNT OF $686,328 ITA FUNDS ASSIST PARTICIPANTS WITH THEIR EDUCATIONAL COSTS. THERE WERE 41 INDIVIDUALS ENROLLED IN ON-THE-JOB (OJT) TRAINING, AT A TOTAL AMOUNT OF $961,196. OJT FUNDS HELP BUSINESSES OFFSET TRAINING COSTS AND CUSTOMIZE THE TRAINING TO THEIR SPECIFIC NEEDS. IN ADDITION, 152 YOUTH WERE ENROLLED IN TWIN DISTRICTS WORKFORCE AREA'S IN-SCHOOL AND OUT-OF-SCHOOL YOUTH PROGRAMS. SCSEP, THROUGH FUNDING FROM THE SENIOR SERVICE AMERICA, INC. AND THE MS DEPARTMENT OF EMPLOYMENT SERVICES, PROVIDED COMMUNITY SERVICE AND TRAINING SERVICES TO LOW INCOME PEOPLE THROUGH THE SENIOR COMMUNITY SERVICE EMPLOYMENT PROGRAM. THERE WERE 133 ENROLLED IN THE PROGRAM, AND THEY RECEIVED 117,541 HOURS OF EMPLOYMENT TRAINING. 5024216 2047117 873208 AREA AGENCY ON AGING - CONSISTS OF PROGRAMS FOR PEOPLE 60 YEARS OF AGE AND OLDER. 576,359 UNITS OF THE FOLLOWING SERVICES WERE PROVIDED TO 6,732 CLIENTS: MEALS, HOMEMAKER SERVICES, INFORMATION AND REFERRAL, ADULT DAY CARE, CASE MANAGEMENT, LEGAL SERVICES, RESPITE CARE, SENIOR CENTER SERVICES AND TRANSPORTATION. INSURANCE COUNSELING WAS PROVIDED TO 881 INDIVIDUALS BY DIRECT CONTACT, AND 120 PEOPLE WERE REACHED THROUGH PUBLIC MEDIA EVENTS. 8252088 558019 1649842 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. 3,280 ELDERLY AND DISABLED MEDICAID WAIVER CLIENTS RECEIVED 35,760 UNITS OF SERVICE OF CASE MANAGEMENT AND 439,646 HOME DELIVERED MEALS. 347260 99679 226020 ECONOMIC DEVELOPMENT - PROVIDES TECHNICAL ASSISTANCE AND PLANNING FOR SMPDD'S 15 COUNTIES AND 38 MUNICIPALITIES. AN ACTION PLAN IS FOLLOWED BASED ON DISTRICT-WIDE COMPREHENSIVE ECONOMIC DEVELOPMENT STRATEGY (CEDS). IN FY2020, APPROXIMATELY 63 INITIATIVES WERE IMPLEMENTED THROUGH THE CEDS: 2 FACILITY CONSTRUCTION PROJECTS, 2 INFRASTRUCTURE PROJECT, 1 COMMERCIAL REVITALIZATION PROJECT, 45 MISCELLANEOUS TECHNICAL ASSISTANCE PROJECTS, AND 13 PLANNING PROJECTS. 868788 135335 179523 BUSINESS OUTREACH - SERVICES INCLUDE IT ASSISTANCE AND PROJECT OVERSIGHT AT THE PROGRAM LEVEL; MONITORING AND MAINTAINING PROJECT BUDGETS, MILESTONES, AND TIMELINES; PROVIDING ASSISTANCE IN THE PREPARATION OF PERIODIC PEFORMANCE REPORTS AND GRANT CLOSE-OUT DOCUMENTS; AND SERVING AS A POINT OF CONTACT FOR PROJECT TEAM MEMBERS AND A LIAISON TO THE FEDERAL/STATE AWARDING AGENCY. DURING FY20, SMPDD PROVIDED IT ASSISTANCE TO TWO (2) CLIENTS, WORKED UNDER CONTRACT TO PROVIDE PROGRAM MANAGEMENT SERVICES FOR THE MISSISSIPPI COASTAL FLOOD MAP REVISION PROGRAM, MANAGED THE MISSISSIPPI ACCESS TO CARE CENTER FOR 24 COUNTIES, AND PROVIDE A PAVEMENT ASSESSMENT AND MAINTENANCE PROGRAM TO ASSIST COUNTIES AND CITIES TO EFFICIENTLY APPROPRIATE THEIR ROAD MAINTENANCE BUDGETS. 298204 479151 REVOLVING LOAN FUND - SMPDD CLOSED TWELVE (12) SMALL BUSINESS LOANS TOTALING $1,465,499 WHICH CREATED OR RETAINED SEVENTY-FOUR(74) JOBS. ZERO (0) LOANS WERE CHARGED OFF. ELEVEN (11) LOANS WERE PAID OFF CARRYING A TOTAL PRINCIPAL BALANCE OF $1,278,333 AT THE TIME OF PAYOFF. SIXTEEN (16) LOANS TOTALING $9,095,900 WERE APPROVED, BUT NOT CLOSED AT FISCAL YEAR END. 1735886 109840 205610 ALL OTHER SENIOR SERVICES PROGRAMS -THE VETERANS DIRECTED CARE PROGRAM 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 FY20, THIRTY-FIVE (35) VETERANS PARTICIPATED IN THE THE PROGRAM.THE ADULT PROTECTIVE SERVICES PROGRAM INVESTIGATES TO DETERMINE IF MALTREATMENT OF A VULNERABLE PERSON HAS OCCURRED. DURING FY20, ONE-THOUSAND AND SIXTEEN (1,016) REPORTS OF POSSIBLE MALTREATMENT WERE RECEIVED.THE FOSTER GRANDPARENT PROGRAM PROVIDES A STIPEND TO THIRTY-TWO (32)PEOPLE 55 YEARS OF AGE AND OLDER TO SERVE AS COMPANIONS, MENTORS, TUTORS, AND ADVISORS TO YOUNG PEOPLE. 3250138 344854 1090304 27502031 1 1 0 0 0 0 0 0 1 0 1 0 0 1 0 0 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 42 0 1 318 1 0 0 0 0 0 0 0 0 0 0 X 34 34 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 WAYNE BARROW BOARD MEMBER 0.80 X 0 0 0 BOBBY BOLTON TREASURER 0.80 X X 0 0 0 LARRY BOLTON BOARD MEMBER 0.80 X 0 0 0 DEMARRIO BOOTH BOARD MEMBER 0.80 X 0 0 0 MITCH BRENT BOARD MEMBER 0.80 X 0 0 0 PHILLIP CARLISLE BOARD MEMBER 0.80 X 0 0 0 LYNN CARTLIDGE PRESIDENT 0.80 X X 0 0 0 ERIC CHAMBLESS 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 MARSHALL ELEUTEEIUS BOARD MEMBER 0.80 X 0 0 0 SEDGIE FOXWORTH BOARD MEMBER 0.80 X 0 0 0 DONALD HART BOARD MEMBER 0.80 X 0 0 0 BILLY HEWES BOARD MEMBER 0.80 X 0 0 0 DAVID HOGAN 2ND VICE PRES 0.80 X X 0 0 0 JERRY HUTTO BOARD MEMBER 0.80 X 0 0 0 RICHARD HUX BOARD MEMBER 0.80 X 0 0 0 JOHN JOHNSON BOARD MEMBER 0.80 X 0 0 0 DARRIN LADNER BOARD MEMBER 0.80 X 0 0 0 PATRICK LEE BOARD MEMBER 0.80 X 0 0 0 BEVERLY MARTIN BOARD MEMBER 0.80 X 0 0 0 LARRY MCDONALD BOARD MEMBER 0.80 X 0 0 0 CALVIN NEWSOM 1ST VICE PRES 0.80 X X 0 0 0 LANCE PEARSON BOARD MEMBER 0.80 X 0 0 0 DR ED PINERO BOARD MEMBER 0.80 X 0 0 0 TROY ROSS BOARD MEMBER 0.80 X 0 0 0 BOBBY RUSHING BOARD MEMBER 0.80 X 0 0 0 DAVID SCRUGGS BOARD MEMBER 0.80 X 0 0 0 STEVE SEYMOUR BOARD MEMBER 0.80 X 0 0 0 DR JESSE SMITH BOARD MEMBER 0.80 X 0 0 0 SCOTT STRICKLAND SECRETARY 0.80 X X 0 0 0 PAUL WALLEY BOARD MEMBER 0.80 X 0 0 0 RAY WESSON BOARD MEMBER 0.80 X 0 0 0 RODERICK WOULLARD BOARD MEMBER 0.80 X 0 0 0 LEONARD BENTZ II EXEC. DIRECTOR 40.00 X 239868 0 41379 MARY LAROSA CFO 40.00 X 100975 0 25984 340843 0 67363 2 0 1 0 VALLEY SERVICES INC POX BOX 5454 JACKSON MS 39288 FOOD SERVICES 3892558 MS DEPT OF EMPLOYMENT SECURITY PO BOX 1699 JACKSON MS 39215 WIOA PROGRAMS 3058678 FINLO CONSTRUCTION PO BOX 86 HATTIESBURG MS 39403 CONSTRUCTION CONTRACTOR 1962763 BLUE CROSS BLUE SHIELD OF MS 3545 LAKELAND DRIVE FLOWOOD MS 39232 INSURANCE SERVICES 732325 MISSISSIPPI GULF COAST COMMUNITY COLLEGE PO BOX 609 PERKINSTON MS 39573 EDUCATION & TRAINING 654380 5 28261289 863321 29124610 PROGRAM INCOME 900099 491186 491186 CONTRACTUAL SERVICE FEES 900099 443866 443866 LOAN FEES 900099 22641 22641 957693 563913 563913 97101 65383 31718 31718 31718 30677934 1553324 0 0 9008181 9008181 100595 100595 367355 367355 7850907 7261634 589273 837403 732342 105061 1219216 1066252 152964 113051 98868 14183 19014 7804 11210 123006 123006 181820 119717 62103 307799 213631 94168 266814 188369 78445 152348 28899 123449 381453 153993 227460 207156 103351 103805 PROGRAM DELIVERED MEALS 2869718 2869718 OTHER 2071746 1549621 522125 PROGRAM EQUIPMENT EXPEN 1917065 1917065 POSTAGE 12152 8848 3304 2073143 -2073143 28006799 27502031 504768 0 1990797 1532243 9499538 11292469 2295821 4932255 582700 281111 10167426 9444620 311928 288628 7550237 1855113 5912546 5695124 69041 164924 82706 2506657 30912503 36138031 1938497 4621909 2055716 1869219 32136 17579 44304 12242 4070653 6520949 X 15520765 17475512 11321085 12141570 26841850 29617082 30912503 36138031 X 2671135 104097 X 0 1 X 1 1 1 X 22263717 24628742 24288453 26113584 27357310 124651806 22263717 24628742 24288453 26113584 27357310 124651806 124651806 385760 475167 509126 604723 563913 2538689 127190495 7469579 0.98000 0.98130 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 0 1 X 741633 741633 4796452 1161519 3634933 2012152 693594 1318558 5695124 CONSTRUCTION IN PROGRESS 2427880 DEPOSITS - 300 1305 DEPOSITS - 400 4557 DEPOSITS - 999 72915 2506657 30872206 194272 194272 30677934 0 30677934 28105188 98389 98389 28006799 0 28006799 PART IV, LINE 2B: SMPDD OWNER FINANCED THE SALE OF 12293 HWY 49 TO ANTHONY'S INVESTMENTS LLC. AND THE SALE OF 15425 HWY 57 TO WADE SMITH. A REQUIREMENT OF THE LOAN WAS ESCROWING FOR TAXES AND INSURANCE. DURING FISCAL YEAR 2020, SMPDD DRAFTED TAXES AND INSURANCE EACH MONTH FROM ANTHONY'S INVESTMENTS LLC IN THE AMOUNT OF $843.73 AND $564.77, RESPECTIVELY, AND COLLECTED TAXES AND INSURANCE FROM WADE SMITH TOTALING $334.21 AND $141.21, RESPECTIVELY. PART XI, LINE 2D - OTHER ADJUSTMENTS: REVENUE FROM INVESTMENT 194,272. PART XII, LINE 2D - OTHER ADJUSTMENTS: EXPENSES FROM INVESTMENT 98,389. PART XI LINE 2D - REVENUE FROM INVESTMENT RECONCILIATION REVENUE FROM MAMS - 213,696.00 REVENUE ELIMINATIONS - (19,424.00) PART XII LINE 2D - EXPENSE FROM INVESTMENT RECONCILIATION EXPENSE FROM MAMS - 117,813.00 EXPENSE ELIMINATIONS - (19,424.00) 1 SUBRECIPIENTS 10441 CORPORATE DRIVE SUITE 1 GULFPORT MS 39503 9008181 SERVICES FOR THE ELDERLY, EDUCATION, TRAINING, AND ECONOMIC DEVELOPMENT. 27 17 STIPEND 32 100595 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 0 0 0 0 0 0 0 0 0 LEONARD BENTZ II EXEC. DIRECTOR 237044 0 0 0 2824 0 33320 0 8059 0 281247 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 8,214. NET GAIN ON INVESTMENT 95,883. MUNICIPAL ADVISORS OF MISSISSIPPI INC 10441 CORPORATE DRIVE SUITE 1 GULFPORT MS 39503 822007260 MUNICIPAL ADVISORS MS SOUTHERN MS PLANNING & DEVELOPMENT DISTR C 213696 214432 1.00000 1 1 0 0 0 0 0 0 0 0 1 0 0 1 0 0 0 1 0 0 MUNICIPAL ADVISORS OF MISSISSIPPI INC A 1224 LEASE AGREEMENT MUNICIPAL ADVISORS OF MISSISSIPPI INC Q 34760 REIMBURSEMENT MUNICIPAL ADVISORS OF MISSISSIPPI INC M 18200 PERFORMANCE OF SERVICES SCHEDULE R FORM 990 PART LINE 2 TRANSACTION TYPE J SMPDD HAS A LEASE AGREEMENT WITH AN UNRELATED PARTY. SMPDD USED THE SAME PER SQUARE FOOT PRICE TO DETERMINE THAT RENT SHOULD BE $102 PER MONTH. SCHEDULE R FORM 990 PART LINE 2 TRANSACTION TYPE Q REIMBURSEMENT OF COMPANY COSTS MORE EASILY PAID THROUGH SMPDD