North Delta Planning & Development District INC FY2021 filing

Tax-deductible

Batesville, MS501(c)(3)Since 1967Public & Societal BenefitEIN 64-0468044Revenue $8.5M in FY2021

On file with the IRSndpdd.comPo Box 1488, 38606-1488 · Batesville, MSTax-exempt since Oct 2006Publicly supported charity — 170(b)(1)(A)(vi)

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Provide services for aging and promote civic improvement and economic Development of the counties served in northeast mississippi

501(c)(3) charity; gifts are tax-deductible.
85¢ of each $1 spent went to programs.
$469K paid to officers and key staff.
Mission: Form 990 Part I, line 1 · Status: IRS Pub. 78 · Programs: Part IX · Pay: Part VII

Before you give

FY2021 · Form 990Independent: from IRS data, not the org
Download 990
IRS status
501(c)(3)
not on the IRS revocation list
Looks good: listed by the IRS and not on the revocation list.
IRS BMF · Auto-Revocation List
Tax-deductible gifts
Yes
Donations are tax-deductible
Looks good: the IRS lists gifts to it as deductible.
IRS Pub. 78 · IRS BMF
Latest return
FY2025
latest Form 990
Looks good: the latest return is for FY2025, 1 tax year back; within 2 tax years.
IRS e-file · Filing history
Surplus or deficit
6 of 6
filings with a surplus
Average surplus $882K a year · 10% of revenue · last 6 filings
Looks good: a surplus in 6 of the last 6 filings.
Pt I · Ln 19 · 6 filings
Spent on programs
85%
of spending
Looks good: 85% of spending went to programs; 75% or more.
Pt IX · Ln 25 · col B
Pay to officers and key staff
$469K
to officers and key staff · 6% of spending
Looks good: pay to officers and key staff is 6% of spending; 15% or less.
Pt VII · Sec A
Cash reserves
18 mo
of spending, in cash
Looks good: 18.3 months of spending in cash; 3 or more.
Pt X · Ln 1–2 · Pt I · Ln 18
Liabilities
$950K
6% of total assets
Looks good: liabilities are 6% of assets; 50% or less.
Pt X · Ln 26
Independent board members
28
of 28 voting members
Looks good: 28 of 28 voting members are independent, a majority.
Pt VI · Ln 1a–1b
Looks goodFineWorth a lookConcernNo data yetTap a box for the reason.
Revenue
$8.5M
+10% vs prior year
Spent
$7.3M
To programs
85%
Net assets
$13.7M
By yearFY2020–FY2025
Revenue
$8.5M
FY2021▲ +10%
Tap a bar for its year
Revenue by fiscal year
FY2020$7.7M
FY2021$8.5M
FY2022$8.6M
FY2023$8.7M
FY2024$8.4M
FY2025$9.5M
Expenses
$7.3M
FY2021▲ +3%
Tap a bar for its year
Expenses by fiscal year
FY2020$7.1M
FY2021$7.3M
FY2022$8.0M
FY2023$7.7M
FY2024$7.7M
FY2025$8.4M
Net assets
$13.7M
FY2021▲ +9%
Tap a bar for its year
Net assets by fiscal year
FY2020$12.6M
FY2021$13.7M
FY2022$14.3M
FY2023$15.3M
FY2024$16.0M
FY2025$17.1M

From the FY2021 Form 990 (year ending September 2021) · figures checked against the IRS filing · see the original

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Is it real?

Yes. Never revoked by the IRS. Latest filing on record: FY2025. IRS ruling in Oct 2006.

IRS Pub. 78 · IRS Auto-Revocation List · IRS Business Master File

Where the money goes

85 cents of each dollar spent went to programs.

Program services 85% · $6.2M Management & general 15% · $1.1M

Form 990 Part IX, line 25, columns B–D. Every line is in By the numbers.

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Who runs it and what they're paid

29 people listed on the 990; $469K paid to officers and key staff.

Part VII, Section A · reportable compensation · most recent filed roster (FY2020); the FY2021 filing did not itemize Part VII
Exec Director
$217,560Pt VII · Sec A
Asst Exec Director
$129,979Pt VII · Sec A
Comptroller
$121,017Pt VII · Sec A
President
$0Pt VII · Sec A
Board Member
$0Pt VII · Sec A
Board Member
$0Pt VII · Sec A
Board Member
$0Pt VII · Sec A
Board Member
$0Pt VII · Sec A

James Curcio’s $285K as Exec Director is at the 88th percentile of top reported officer pay among 731 $1–10M public & societal benefit nonprofits. Peer set: organizations in the same NTEE major field of work and revenue-size band, compared on each org’s own highest-paid officer/key-employee, from Form 990 Part VII / 990-PF Part VIII. Descriptive placement, not a verdict on whether the pay is appropriate.

Compensation history total reportable pay by year · 4 named individuals · Part VII

NameFY2025FY2024FY2023FY2022FY2021FY2020
James Curcio$284,585$251,340$237,796$232,704$217,560$215,129
Thomas Hamby——$165,772———
Don Wilkerson$164,205$138,741$129,145$124,380$121,017$110,273
Hamby Thomas————$129,979$123,260

Total reportable compensation (Form 990 Part VII column D / Schedule J column E) by filing year, matched by name within this organization. The Schedule J base / bonus / deferred breakdown is not parsed into this dataset.

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Questions the 990 asks

The form asks each of these directly. These are the filed answers.

  • Family or business ties among officersPt VI · Ln 2No
  • Top official's pay set by an independent reviewPt VI · Ln 15aYes

Programs and updates

Supports seniors and boosts community growth in Northeast Mississippi.

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Provided by the organization

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3 programs · $6.2M · in their own filed words · FY2020
01

Services for the Elderly

Provision of home-delivered meals, homemaker, respite, transportation, adult daycare, senior center andother services for the elderly. Units of service delivered in fiscal 2020-21 was approximately 200,000

$5.8Mprogram expense
02

Planning and Development

Planning and technical assistance in the administration of community development block grant (CDBG) projects and other programs for the counties served by NDPDD. At year-end the organization had approximately 40 active or pending projects.

$247Kprogram expense
03

Revolving Loan Fund

Program provides funds to qualified business for the purpose of job CREATION/RETENTION and economic development. Interest earned is used to cover costs of administering the program. Principal repayments & remaining interest increase pool of loanable funds. 17 loans were being serviced as of year-end.

$79Kprogram expense

Funders

Who pays for it.

From grant filings on record. Receipts are incomplete: individual donors are never listed.

Grants

Schedule I · this organization's grantmaking
Grants paid · 26 grants · $6.8M · 2019–2024
Unitemized GrantFY2024$2,187,851
Oxford Health CareFY2024$237,627
Clarksdale Housing AuthorityFY2024$142,321
Ms Rural Legal ServicesFY2024$45,000
Aeh TransportationMS · FY2024$25,830
Unitemized GrantFY2023$1,911,030
Oxford Health CareFY2023$287,406
Clarksdale Housing AuthorityFY2023$137,600
Ms Rural Legal ServicesFY2023$67,500
Aeh TransportationMS · FY2023$18,113
Oxford Health CareFY2022$272,327
Clarksdale Housing AuthorityFY2022$159,703
Ms Rural Legal ServicesFY2022$38,000
Aeh TransportationMS · FY2022$21,676
Oxford Health CareFY2021$382,573
Clarksdale Housing AuthorityFY2021$146,665
Ms Rural Legal ServicesFY2021$30,000
Aeh TransportationMS · FY2021$22,877
See all 26 grants →

By the numbers

The FY2021 990, line by line.

1The main four
Money inPt VIII
$8.5M
Ln 12
Gifts and grantsLn 1h$8.3M
Fees for servicesLn 2g$146K
Investment incomeLn 3$37K
Money outPt IX
$7.3M
Ln 25
Programscol B$6.2M
Managementcol C$1.1M
Owns and owesPt X
$13.7M
net assets · Ln 32
Cash and savingsLn 1–2$11.1M
Total assetsLn 16$14.7M
LiabilitiesLn 26$950K
PeoplePt VI, VII
29
listed · VII A
PaidVII A3
Voting boardVI 1a28
IndependentVI 1b28
2In more detail
Revenue in detailPt VIII
Gifts and grantsLn 1h$8.3M
Government grantsLn 1e$8.3M
Fees for servicesLn 2g$146K
Investment incomeLn 3$37K
Other incomeLn 4–11$19K
Total revenueLn 12$8.5M
Assets in detailPt X, end of year
SavingsLn 2$11.1M
Cash and savings togetherLn 1–2$11.1M
Land, buildings, equipmentLn 10c$970K
Total assetsLn 16$14.7M
LiabilitiesLn 26$950K
Net assetsLn 32$13.7M
OperationsPt I, VI
EmployeesI 552
VolunteersI 628
Fiscal year endsHeaderSeptember
Conflict-of-interest policyVI 12aYes
Whistleblower policyVI 13No
Records policyVI 14No
3Year over year
Balance sheet, start vs end of yearPt X · col A, B
LineStart FY21End FY21
Cash and savingsLn 1–2$10.6M$11.1M
Land, buildings, equipmentLn 10c$970K$970K
Total assetsLn 16$13.4M$14.7M
LiabilitiesLn 26$957K$950K
Net assetsLn 32$12.5M$13.7M
4Every line
Statement of functional expensesPt IX · every line
LineTotalProgramsManagementFundraising
Grants to domestic organizationsLn 1$343K$343K
Grants to domestic individualsLn 2$2.1M$2.1M
Pay of current officers, directors and key staffLn 5$348K$348K
Other salaries and wagesLn 7$2.7M$2.4M$261K
Pension plan contributionsLn 8$376K$287K$89K
Other employee benefitsLn 9$655K$501K$155K
Payroll taxesLn 10$223K$171K$53K
Legal feesLn 11b$7K$7K
Accounting feesLn 11c$26K$26K
Other fees for servicesLn 11g$94K$75K$20K
Office expensesLn 13$54K$26K$28K
OccupancyLn 16$78K$42K$36K
TravelLn 17$82K$76K$6K
InterestLn 20$3K$3K
Depreciation, depletion and amortizationLn 22$65K$14K$51K
InsuranceLn 23$35K$14K$21K
Other expenses (24a–d)Ln 24$97K$78K$19K
Total functional expensesLn 25$7.3M$6.2M$1.1M$0

Filing history

YearMoney inMoney outIn minus outNet assetsDownload
FY2025 Latest $9.5M$8.4M$1.1M$17.1M 990 PDF
FY2024 $8.4M$7.7M$759K$16.0M 990 PDF
FY2023 $8.7M$7.7M$970K$15.3M 990 PDF
FY2022 $8.6M$8.0M$568K$14.3M 990 PDF
FY2021 Viewing $8.5M$7.3M$1.2M$13.7M 990 PDF
FY2020 $7.7M$7.1M$654K$12.6M 990 PDF

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Schedules filed Part IV

III · Programs I · Grants R · Related orgs G · Fundraising L · Interested persons A · Public support F · Foreign M · Noncash
See the full FY2021 990 (6 parts)
Part I · Summary $8,498,634 revenue, 12 lines filed
I-8 Contributions and grantsPrior year $7,419,940$8,296,403
I-9 Program service revenuePrior year $248,267$145,964
I-10 Investment incomePrior year $49,536$37,313
I-11 Other revenuePrior year $28,225$18,954
I-12 Total revenuePrior year $7,745,968$8,498,634
I-13 Grants and similar amounts paidPrior year $2,267,406$2,470,896
I-14 Benefits paid to members$0
I-15 Salaries and benefitsPrior year $4,261,162$4,266,477
I-16a Professional fundraising fees$0
I-17 Other expensesPrior year $563,834$541,106
I-18 Total expensesPrior year $7,092,402$7,278,479
I-19 Revenue less expensesPrior year $653,566$1,220,155
Part VI · Governance 28 of 28 board members independent, 2 to look at
VI-1a Voting members of the governing body28
VI-1b Independent voting members28
VI-13 Written whistleblower policyNo
VI-14 Document retention and destruction policyNo
VI-2 Family or business relationship among officers or directorsNo
VI-12a Written conflict of interest policyYes
VI-15a Process for setting top official's payYes
Part VIII · Statement of revenue $8,498,634 across 6 lines filed
VIII-1e Government grants$8,296,403
VIII-1h Total contributions, gifts and grants$8,296,403
VIII-2a-f Program service revenue, itemized rows (sum of 2a–2f as filed)Related to mission $145,964$145,964
VIII-3 Investment incomeExcluded from tax $37,313$37,313
VIII-11a-d Other revenue, itemized rows (sum of 11a–11d as filed)Related to mission $18,954$18,954
VIII-12 Total revenueRelated to mission $164,918 · Unrelated business $0 · Excluded from tax $37,313$8,498,634
Part IX · Statement of functional expenses $7,278,479 across 17 lines filed
IX-1 Grants to domestic organizationsPrograms $343,279$343,279
IX-2 Grants to domestic individualsPrograms $2,127,617$2,127,617
IX-5 Pay of current officers, directors and key staffManagement $347,539$347,539
IX-7 Other salaries and wagesPrograms $2,403,288 · Management $260,582$2,663,870
IX-8 Pension plan contributionsPrograms $287,375 · Management $88,868$376,243
IX-9 Other employee benefitsPrograms $500,623 · Management $154,812$655,435
IX-10 Payroll taxesPrograms $170,626 · Management $52,764$223,390
IX-11b Legal feesManagement $7,127$7,127
IX-11c Accounting feesManagement $26,000$26,000
IX-11g Other fees for servicesPrograms $74,837 · Management $19,584$94,421
IX-13 Office expensesPrograms $25,529 · Management $28,079$53,608
IX-16 OccupancyPrograms $41,568 · Management $36,155$77,723
IX-17 TravelPrograms $76,140 · Management $6,258$82,398
IX-20 InterestPrograms $2,962$2,962
IX-22 Depreciation, depletion and amortizationPrograms $14,480 · Management $50,505$64,985
IX-23 InsurancePrograms $13,744 · Management $21,261$35,005
IX-24 Other expenses (24a–d)Programs $78,168 · Management $18,709$96,877
IX-25 Total functional expensesPrograms $6,160,236 · Management $1,118,243 · Fundraising $0$7,278,479
Part X · Balance sheet $14,661,915 assets, 14 lines filed
Asset lines not itemized here account for $1,129,655; see the IRS return.
X-2 Savings and temporary cash investmentsStart of year $10,590,727$11,090,729
X-3 Pledges and grants receivableStart of year $1,123,944$1,392,521
X-4 Accounts receivableStart of year $98,656$54,150
X-9 Prepaid expenses and deferred chargesStart of year $34,799$25,091
X-10c Land, buildings and equipment, netStart of year $970,046$969,769
X-16 Total assetsStart of year $13,448,502$14,661,915
X-17 Accounts payable and accrued expensesStart of year $616,734$638,181
X-18 Grants payableStart of year $32,335$42,486
X-19 Deferred revenueStart of year $23$28,990
X-26 Total liabilitiesStart of year $956,523$949,781
X-27 Net assets without donor restrictionsStart of year $8,008,826$8,652,932
X-28 Net assets with donor restrictionsStart of year $4,483,153$5,059,202
X-32 Total net assets or fund balancesStart of year $12,491,979$13,712,134
X-33 Total liabilities and net assetsStart of year $13,448,502$14,661,915
Part XI · Reconciliation of net assets $13,712,134 net assets at year end
XI-1 Total revenue$8,498,634
XI-2 Total expenses$7,278,479
XI-3 Revenue less expenses$1,220,155
XI-4 Net assets at start of year$12,491,979
XI-9 Other changes in net assets$0
XI-10 Net assets at end of year$13,712,134

Form 990 e-file (XML) FY2021 from the IRS · Classification, formation year and address from the IRS Business Master File

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