2014-02-12T14:38:04-08:00 2013-09-30 Nicholson & Company PLLC P O Drawer 15099 Hattiesburg MS 394045099 990 2012-10-01 640441554 SOUTHERN MS PLANNING & DEVELOPMENT DISTRICT INC SOUT 2288682311 9229 HWY 49 GULFPORT MS 39503 LEONARD BENTZ JR 2014-02-12 true Susan A Riley CPA P00144776 6012643519 2012 2015-11-30 17:44:51Z LEONARD BENTZ JR 9229 HWY 49 GULFPORT MS 39503 22007729 false false X N/A X 1966 MS THE MISSION OF SMPDD IS TO PROMOTE CIVIC IMPROVEMENT AND ECONOMIC DEVELOPMENT OF FIFTEEN COUNTIES IN THE STATE OF MISSISSIPPI. 34 34 282 0 22717788 21514824 602171 488068 6876 4837 0 23326835 22007729 12593811 11459584 0 7012998 7105714 0 0 1717318 1653913 21324127 20219211 2002708 1788518 20638380 22076299 1344467 1197950 19293913 20878349 X THE MISSION OF SMPDD IS TO PROMOTE CIVIC IMPROVEMENT AND ECONOMIC DEVELOPMENT OF FIFTEEN COUNTIES IN THE STATE OF MISSISSIPPI. false false 8259525 WORKFORCE DEVELOPMENT - THROUGH FUNDING FROM THE U.S. DEPARTMENT OF LABOR, EMPLOYMENT AND EDUCATIONAL TRAINING SERVICES WERE PROVIDED TO 754 INDIVIDUALS. AMONG THOSE SERVICES, 469 PARTICIPANTS RECEIVED INDIVIDUAL TRAINING ACCOUNTS THAT WERE FUNDED AT A TOTAL AMOUNT OF $1,024,442. $1,453,056 HELPED BUSINESSES OFFSET THE TRAINING COSTS OF 285 INDIVIDUALS WHO WERE ENROLLED IN ON-THE-JOB TRAINING THAT WAS CUSTOMIZED TO MEET THE SPECIFIC NEEDS OF THEIR EMPLOYERS. MORE THAN 445 YOUTH WERE ENROLLED IN TWIN DISTRICTS YOUTH PROGRAMS. 5603303 ELDERLY SERVICES - REPRESENTS PROGRAMS FOR THE ELDERLY. 600,828 UNITS OF SERVICE WERE PROVIDED TO 4,867 CLIENTS. THESE SERVICES WERE FOR MEALS, HOMEMAKER, INFORMATION AND ASSISTANCE, ADULT DAY CARE, CASE MANAGEMENT, LEGAL, RESPITE AND TRANSPORTATION. INSURANCE COUNSELING WAS PROVIDED TO 4,278 INDIVIDUALS BY DIRECT CONTACT AND 714 WERE REACHED THROUGH PUBLIC PRESENTATIONS. 136 INDIVIDUALS (55+) RECEIVED 118,867 HOURS OF EMPLOYMENT TRAINING. 5541424 MEDICAID WAIVER - PROGRAM TO PROVIDE MEDICAL ASSISTANCE PAYMENTS TO CASH-ASSISTANCE RECIPIENTS, CHILDREN, PREGNANT WOMEN, AND THE AGED WHO MEET INCOME AND RESOURCE REQUIREMENTS. 3,145 ELDERLY AND DISABLED MEDICAID WAIVER CLIENTS RECEIVED 29,488 UNITS OF SERVICE FOR CASE MANAGEMENT AND 416,762 HOME DELIVERED MEALS. 767820 20172072 true false false false false false false false false false true false false false false true true false false false false false false false false false false true true true false false false false false false false false false true false false false false false false true false false false false true 149 0 true 282 true false false false false false false false false 0 false false false false false false false false false false X 34 34 false false false false false false false true true false false true true true true false false true false false X LEONARD BENTZ 2288682311 9229 HWY 49 GULFPORT MS 39503 TIM WALDRUP 0.75 0.00 X 0 0 0 SCOTT STRICKLAND 0.75 0.00 X 0 0 0 GEORGE SCHLOEGEL 0.75 0.00 X 0 0 0 GEROLENE RAYBORN 0.75 0.00 X 0 0 0 CONNIE ROCKCO 0.75 0.00 X 0 0 0 CHARLES MARSHALL 0.75 0.00 X 0 0 0 MIKE MANGUM 0.75 0.00 X 0 0 0 LARRY MCDONALD 0.75 0.00 X 0 0 0 RAY WESSON 0.75 0.00 X 0 0 0 DAVID HOGAN 0.75 0.00 X 0 0 0 RICHARD SANTIAGO 0.75 0.00 X 0 0 0 MORRIS HILL 0.75 0.00 X 0 0 0 CHRIS H ODOM 0.75 0.00 X 0 0 0 JOHN THOMPSON 0.75 0.00 X 0 0 0 GUY EASTERLING 0.75 0.00 X 0 0 0 STEVE SEYMOUR 0.75 0.00 X 0 0 0 DR WILLIAM LEWIS 0.75 0.00 X 0 0 0 CALVIN NEWSOM 0.75 0.00 X 0 0 0 HENRY MCCULLUM 0.75 0.00 X X 0 0 0 JERRY HUTTO 0.75 0.00 X 0 0 0 JOSEPH DAVENPORT 0.75 0.00 X 0 0 0 JOYCE CULPEPPER 0.75 0.00 X 0 0 0 FRANCES FREDERICKS 0.75 0.00 X X 0 0 0 PHILLIP CARLISLE 0.75 0.00 X 0 0 0 LYNN CARTLIDGE 0.75 0.00 X X 0 0 0 JOHNNY BURNETT 0.75 0.00 X X 0 0 0 TOMMY DEWS 0.75 0.00 X 0 0 0 LARRY BOLTON 0.75 0.00 X 0 0 0 BOBBY BOLTON 0.75 0.00 X 0 0 0 TODD BROOME 0.75 0.00 X 0 0 0 EDWARD RAY BREAKFIELD 0.75 0.00 X 0 0 0 SAMUEL ALSGOOD 0.75 0.00 X 0 0 0 BETSY HOLMES 45.00 0.00 X 91165 0 20336 LEONARD BENTZ JR 40.00 0.00 X 0 0 0 LESLIE NEWCOMB 40.00 0.00 X 177119 0 27562 268284 47898 1 true true false VALLEY SERVICES INC POX BOX 5454 JACKSON MS 39288 FOOD SERVICES 3318521 MS DEPT OF EMPLOYMENT SECURITY PO BOX 1699 JACKSON MS 39215 WIA PROGRAM 4119137 MERIDIAN PUBLIC SCHOOL DISTRICT PO BOX 31 MERIDIAN MS 39301 WIA PROGRAM 370710 ELWOOD STAFFING SERVICES PO BOX 1024 COLUMBUS IN 472021024 RESET Program 397764 EDUCATION & TRAINING INSTITUTE INC 5295 GALAXIE DRIVE SUITE F JACKSON MS 39206 TECH & TRADE SCHOOL 773258 20 20502901 1011923 21514824 PROGRAM INCOME 338166 338166 LOAN FEES 1050 1050 CONTRACTUAL SERVICE FEES 148852 148852 488068 4837 4837 0 0 0 0 0 0 0 0 22007729 492905 11284352 11284352 175232 175232 0 0 111501 111501 0 5564740 4819657 745083 473558 473558 880939 880939 74976 74976 0 81716 81716 104080 22239 81841 0 0 0 0 0 150289 100109 50180 0 0 60661 29245 31416 364364 354214 10150 0 97172 60068 37104 0 0 53540 53540 0 SMEDC 0 -100 100 Postage and Shipping 25818 21873 3945 EQUIPMENT RENTAL 46066 8132 37934 OTHER 670207 1867578 -1197371 0 20219211 20172072 47139 0 7321084 9411254 4967533 5453262 2237788 1758938 366338 341734 2613 0 0 3040356 2600170 0 140887 225383 2381130 867679 1771074 1513451 0 0 0 0 790707 772107 20638380 22076299 1218866 1099457 6252 125601 92241 1344467 1197950 X 9408853 11165490 9885060 9712859 19293913 20878349 20638380 22076299 X 1788518 -204082 X false true X true true true X 43794267 38305511 27731764 22717788 21514824 154064154 0 0 43794267 38305511 27731764 22717788 21514824 154064154 0 154064154 31476 21103 6225 6876 4837 70517 0 0 154134671 2702373 0.99950 0.99910 X 222000 222000 930886 796516 134370 1228244 71163 1157081 1513451 X 22007729 22007729 22007729 20423294 204083 204083 20219211 20219211 Part XII, Line 2d Part XII, Line 2d: Other expenses and losses per audited F/S Net decrease in federal equipment $204083 Part X Part X : FIN48 Footnote On October 1, 2009, the District adopted the provisions of FASB ASC 740, Income Taxes, 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 the District's income tax returns. The District's income tax returns are subject to examination by the IRS, generally for three years after they were filed. The District's open tax periods are 2011-2013. In evaluating the District's tax position, the district believes their estimates are appropriate based on current facts and circumstances and that no uncertain positions were taken. true SUBRECIPIENTS 9229 HWY 49 GULFPORT MS 39503 11284352 0 feeding the aged,planning, training 0 1 STIPEND 153 175232 Grantmaker's Description of How Grants are Used 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 ONCE A YEAR PER FISCAL YEAR OF CONTRACTS ISSUED. X false false false false false false false false false false LESLIE NEWCOMB 177119 27562 204681 179216 KEN MUSTERED BRO-IN-LAW 36406 WAGES false JON LUKES SON-IN-LAW 80207 WAGES false Jon Lukes is the son in law of the former Executive Director who retired in April 2013. Ken Mustered is the son in law of a Board Member who resigned in August and the brother in law of the Executive Director who was hired in August 2013. Form 990, Part XI, Line 9 Other Changes In Net Assets Or Fund Balances - Other Increases Rounding = $1 Form 990, Part XI, Line 9 Other Changes In Net Assets Or Fund Balances - Other Decreases Net decrease in assets purchased with federal/state funds = -$204083 Form 990, Part VI, Line 19 Form 990, Part VI, Line 19: Other Organization Documents Publicly Available GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY AND FINANCIAL STATEMENTS ARE MADE AVAILABLE TO THE PUBLIC UPON REQUEST. Form 990, Part VI, Line 15a Form 990, Part VI, Line 15a: Compensation Review & Approval Process - CEO, Top Management THE EXECUTIVE DIRECTOR'S SALARY IS DETERMINED BY THE BOARD PRESIDENT. Form 990, Part VI, Line 12c Form 990, Part VI, Line 12c: Explanation of Monitoring and Enforcement of Conflicts 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 BUSINESS DEVELOPMENT DIRECTOR 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, Line 11b Form 990, Part VI, Line 11b: Form 990 Review Process 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 III, Line 4d Form 990, Part III, Line 4d: Other Program Services Description OTHER PROGRAM SERVICES 4: PLANNING - THE PLANNING DEPARTMENT PROVIDES TECHNICAL ASSISTANCE AND ECONOMIC DEVELOPMENT WORK FOR THE DISTRICT'S 15 COUNTIES AND 37 MUNICIPALITIES. A PLAN OF ACTION IS FOLLOWED BASED ON A DISTRICT-WIDE COMPREHENSIVE ECONOMIC DEVELOPMENT STRATEGY (CEDS). IN THE LAST YEAR, APPROXIMATELY 60 INITIATIVES WERE IMPLEMENTED THROUGHOUT THE CEDS: 3 FACILITY CONSTRUCTION PROJECTS, 45 TECHNICAL ASSISTANCE PROJECTS, AND 10 PLANNING PROJECTS. OTHER PROGRAM SERVICES 5: MEDICAID WAIVER - PROGRAM TO PROVIDE MEDICAL ASSISTANCE PAYMENTS TO CASH-ASSISTANCE RECIPIENTS, CHILDREN, PREGNANT WOMEN, AND THE AGED WHO MEET INCOME AND RESOURCE REQUIREMENTS. 3,145 ELDERLY AND DISABLED MEDICAID WAIVER CLIENTS RECEIVED 29,488 UNITS OF SERVICE FOR CASE MANAGEMENT AND 416,762 HOME DELIVERED MEALS. OTHER PROGRAM SERVICES 6: GEOGRAPHIC INFORMATION SYSTEMS - THIS DEPARTMENT HAD REDISTRICTING CONTRACTS WITH 15 JURISDICITIONS, INCLUDING 7 COUNTIES, 4 CITIES AND 4 SCHOOL DISTRICTS. THE GIS DEPARTMENT PROVIDED TECHNICAL ASSISTANCE TO 2 JURISDICTIONS AND PROVIDED SUPPORT ON 7 PLANNING DEPARTMENT PROJECTS. 7 WEB MAPPING APPLICATIONS HAVE BEEN DEVELOPED THIS YEAR. TRAINING WAS PROVIDED TO 2 CITIES. SOUTHERN MS ECONOMIC DEVELOPMENT COMPANY 9229 HWY 49 GULFPORT MS 39503 640698098 SBA 504 LOANS MS SOUTHERN MS PLANNING & DEVELOPMENT DISTR C CORP 12735 1.00000 false false false false false false false false false false false false false false false false false false false false