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WILLOWOOD DEVELOPMENTAL CENTER, INC.

Company Details

Name: WILLOWOOD DEVELOPMENTAL CENTER, INC.
Jurisdiction: MISSISSIPPI
Business Type: Non Profit Corporation
Status: Good Standing
Effective Date: 07 Aug 1972 (53 years ago)
Business ID: 406848
State of Incorporation: MISSISSIPPI
Principal Office Address: 510 EAST FORTIFICATION STREETJACKSON, MS

form 5500

Plan Name Plan Year EIN/PN Received Sponsor Total number of participants
ASPIRE 401(K) FOR WILLOWOOD DEVELOPMENTAL CENTER 2023 640523324 2024-07-17 WILLOWOOD DEVELOPMENTAL CENTER . 82
File View Page
Three-digit plan number (PN) 002
Effective date of plan 2009-01-01
Business code 624100
Sponsor’s telephone number 6013660123
Plan sponsor’s address 1635 BOLING STREET, JACKSON, MS, 39213

Plan administrator’s name and address

Administrator’s EIN 475005961
Plan administrator’s name BALLEW WEALTH MANAGEMENT
Plan administrator’s address 100 VISION DRIVE, SUITE 325, JACKSON, MS, 39211
Administrator’s telephone number 6019688722
ASPIRE 401(K) FOR WILLOWOOD DEVELOPMENTAL CENTER 2022 640523324 2023-08-21 WILLOWOOD DEVELOPMENTAL CENTER . 80
File View Page
Three-digit plan number (PN) 002
Effective date of plan 2009-01-01
Business code 624100
Sponsor’s telephone number 6013660123
Plan sponsor’s address 1635 BOLING STREET, JACKSON, MS, 39213

Plan administrator’s name and address

Administrator’s EIN 475005961
Plan administrator’s name BALLEW WEALTH MANAGEMENT
Plan administrator’s address 100 VISION DRIVE, SUITE 325, JACKSON, MS, 39211
Administrator’s telephone number 6019688722
ASPIRE 401(K) FOR WILLOWOOD DEVELOPMENTAL CENTER 2021 640523324 2022-09-06 WILLOWOOD DEVELOPMENTAL CENTER . 101
File View Page
Three-digit plan number (PN) 002
Effective date of plan 2009-01-01
Business code 624100
Sponsor’s telephone number 6013660123
Plan sponsor’s address 1635 BOLING STREET, JACKSON, MS, 39213

Plan administrator’s name and address

Administrator’s EIN 475005961
Plan administrator’s name BALLEW WEALTH MANAGEMENT
Plan administrator’s address 100 VISION DRIVE, SUITE 325, JACKSON, MS, 39211
Administrator’s telephone number 6019688722
BUSINESS OWNERS PLAN 2020 640523324 2021-09-21 WILLOWOOD DEVELOPMENTAL CENTER . 106
File View Page
Three-digit plan number (PN) 002
Effective date of plan 2009-01-01
Business code 624100
Sponsor’s telephone number 6013660123
Plan sponsor’s address 1635 BOLING STREET, JACKSON, MS, 39213

Plan administrator’s name and address

Administrator’s EIN 475005961
Plan administrator’s name RETIREMENT ADVISORY COMMITTEE FOR B
Plan administrator’s address P. O. BOX 12304, JACKSON, MS, 392362304
Administrator’s telephone number 6019688722
BUSINESS OWNERS PLAN 2019 640523324 2020-06-09 WILLOWOOD DEVELOPMENTAL CENTER . 99
File View Page
Three-digit plan number (PN) 002
Effective date of plan 2009-01-01
Business code 624100
Sponsor’s telephone number 6013660123
Plan sponsor’s address 1635 BOLING STREET, JACKSON, MS, 39213

Plan administrator’s name and address

Administrator’s EIN 475005961
Plan administrator’s name RETIREMENT ADVISORY COMMITTEE FOR B
Plan administrator’s address P. O. BOX 12304, JACKSON, MS, 392362304
Administrator’s telephone number 6019688722
BUSINESS OWNERS PLAN 2018 640523324 2019-09-23 WILLOWOOD DEVELOPMENTAL CENTER . 79
File View Page
Three-digit plan number (PN) 002
Effective date of plan 2009-01-01
Business code 624100
Sponsor’s telephone number 6013660123
Plan sponsor’s address 1635 BOLING STREET, JACKSON, MS, 39213

Plan administrator’s name and address

Administrator’s EIN 475005961
Plan administrator’s name RETIREMENT ADVISORY COMMITTEE FOR B
Plan administrator’s address P. O. BOX 12304, JACKSON, MS, 392362304
Administrator’s telephone number 6019688722
BUSINESS OWNERS PLAN 2017 640523324 2018-10-11 WILLOWOOD DEVELOPMENTAL CENTER . 65
File View Page
Three-digit plan number (PN) 002
Effective date of plan 2009-01-01
Business code 624100
Sponsor’s telephone number 6013660123
Plan sponsor’s address 1635 BOLING STREET, JACKSON, MS, 39213

Plan administrator’s name and address

Administrator’s EIN 475005961
Plan administrator’s name RETIREMENT ADVISORY COMMITTEE FOR B
Plan administrator’s address P. O. BOX 12304, JACKSON, MS, 392362304
Administrator’s telephone number 6019688722
BUSINESS OWNERS PLAN 2016 640523324 2017-10-16 WILLOWOOD DEVELOPMENTAL CENTER . 60
File View Page
Three-digit plan number (PN) 002
Effective date of plan 2009-01-01
Business code 624100
Sponsor’s telephone number 6013660123
Plan sponsor’s address 1635 BOLING STREET, JACKSON, MS, 39213

Plan administrator’s name and address

Administrator’s EIN 475005961
Plan administrator’s name RETIREMENT ADVISORY COMMITTEE FOR BUSINESS OWNERS PLAN
Plan administrator’s address P. O. BOX 12304, JACKSON, MS, 392362304
Administrator’s telephone number 6019688722
BUSINESS OWNERS PLAN 2015 640523324 2016-10-13 WILLOWOOD DEVELOPMENTAL CENTER . 44
File View Page
Three-digit plan number (PN) 002
Effective date of plan 2009-01-01
Business code 624100
Sponsor’s telephone number 6013660123
Plan sponsor’s address 1635 BOLING STREET, JACKSON, MS, 39213

Plan administrator’s name and address

Administrator’s EIN 475005961
Plan administrator’s name RETIREMENT ADVISORY COMMITTEE FOR BUSINESS OWNERS PLAN
Plan administrator’s address P. O. BOX 12304, JACKSON, MS, 392362304
Administrator’s telephone number 6019688722

Signature of

Role Plan administrator
Date 2016-10-13
Name of individual signing PAUL E. MOYERS
Valid signature Filed with authorized/valid electronic signature
BUSINESS OWNERS PLAN 2014 640523324 2015-09-21 WILLOWOOD DEVELOPMENTAL CENTER . 56
File View Page
Three-digit plan number (PN) 002
Effective date of plan 2012-04-20
Business code 624100
Sponsor’s telephone number 6013660123
Plan sponsor’s address 1635 BOLING STREET, JACKSON, MS, 39213

Plan administrator’s name and address

Administrator’s EIN 475005961
Plan administrator’s name RETIREMENT ADVISORY COMMITTEE FOR BUSINESS OWNERS PLAN
Plan administrator’s address 5347 CAROLWOOD DRIVE, JACKSON, MS, 392114268
Administrator’s telephone number 6019688722

Signature of

Role Plan administrator
Date 2015-09-21
Name of individual signing PAUL E. MOYERS
Valid signature Filed with authorized/valid electronic signature
File https://efast2-filings-public.s3.amazonaws.com/prd/2014/10/15/20141015101011P030018720415001.pdf
Three-digit plan number (PN) 002
Effective date of plan 2012-04-20
Business code 624100
Sponsor’s telephone number 6013660123
Plan sponsor’s address 1635 BOLING STREET, JACKSON, MS, 39213

Plan administrator’s name and address

Administrator’s EIN 721376573
Plan administrator’s name SIMPSON LAW FIRM, PA
Plan administrator’s address P. O. BOX 1410, RIDGELAND, MS, 391581410
Administrator’s telephone number 6019576600

Signature of

Role Plan administrator
Date 2014-10-15
Name of individual signing JOHN S. SIMPSON, III
Valid signature Filed with authorized/valid electronic signature
Role Employer/plan sponsor
Date 2014-10-15
Name of individual signing CURTIS E. ALFORD
Valid signature Filed with authorized/valid electronic signature
File https://efast2-filings-public.s3.amazonaws.com/prd/2013/08/13/20130813105600P040128390149001.pdf
Three-digit plan number (PN) 001
Effective date of plan 2003-01-01
Business code 624100
Sponsor’s telephone number 6013660123
Plan sponsor’s address 1635 BOLING STREET, JACKSON, MS, 39213

Signature of

Role Plan administrator
Date 2013-08-13
Name of individual signing CURTIS E. ALFORD
Valid signature Filed with authorized/valid electronic signature
Role Employer/plan sponsor
Date 2013-08-13
Name of individual signing CURTIS E. ALFORD
Valid signature Filed with authorized/valid electronic signature
File https://efast2-filings-public.s3.amazonaws.com/prd/2013/10/15/20131015111455P040039451491001.pdf
Three-digit plan number (PN) 002
Effective date of plan 2003-01-01
Business code 624100
Sponsor’s telephone number 6013660123
Plan sponsor’s address 1635 BOLING STREET, JACKSON, MS, 39213

Plan administrator’s name and address

Administrator’s EIN 721376573
Plan administrator’s name SIMPSON LAW FIRM, PA
Plan administrator’s address P. O. BOX 1410, RIDGELAND, MS, 391581410
Administrator’s telephone number 6019576600

Signature of

Role Plan administrator
Date 2013-10-15
Name of individual signing JOHN S. SIMPSON, III
Valid signature Filed with authorized/valid electronic signature
Role Employer/plan sponsor
Date 2013-10-15
Name of individual signing CURTIS E. ALFORD
Valid signature Filed with authorized/valid electronic signature
File https://efast2-filings-public.s3.amazonaws.com/prd/2012/07/18/20120718120634P030000716947001.pdf
Three-digit plan number (PN) 001
Effective date of plan 2003-01-01
Business code 624100
Sponsor’s telephone number 6013660123
Plan sponsor’s address 1635 BOLING STREET, JACKSON, MS, 39213

Plan administrator’s name and address

Administrator’s EIN 640523324
Plan administrator’s name WILLOWOOD DEVELOPMENTAL CENTER, INC.
Plan administrator’s address 1635 BOLING STREET, JACKSON, MS, 39213
Administrator’s telephone number 6013660123

Signature of

Role Plan administrator
Date 2012-07-18
Name of individual signing CURTIS E. ALFORD
Valid signature Filed with authorized/valid electronic signature
Role Employer/plan sponsor
Date 2012-07-18
Name of individual signing CURTIS E. ALFORD
Valid signature Filed with authorized/valid electronic signature
File https://efast2-filings-public.s3.amazonaws.com/prd/2011/10/06/20111006142333P040147141665001.pdf
Three-digit plan number (PN) 001
Effective date of plan 2003-01-01
Business code 624100
Sponsor’s telephone number 6013660123
Plan sponsor’s address 1635 BOLING STREET, JACKSON, MS, 39213

Plan administrator’s name and address

Administrator’s EIN 640523324
Plan administrator’s name WILLOWOOD DEVELOPMENTAL CENTER, INC.
Plan administrator’s address 1635 BOLING STREET, JACKSON, MS, 39213
Administrator’s telephone number 6013660123

Signature of

Role Plan administrator
Date 2011-10-06
Name of individual signing CURTIS E. ALFORD
Valid signature Filed with authorized/valid electronic signature
Role Employer/plan sponsor
Date 2011-10-06
Name of individual signing CURTIS E. ALFORD
Valid signature Filed with authorized/valid electronic signature
File https://efast2-filings-public.s3.amazonaws.com/prd/2010/09/14/20100914151703P070070731473001.pdf
Three-digit plan number (PN) 001
Effective date of plan 2003-01-01
Business code 624100
Sponsor’s telephone number 6013660123
Plan sponsor’s address 1635 BOLING STREET, JACKSON, MS, 39213

Plan administrator’s name and address

Administrator’s EIN 640523324
Plan administrator’s name WILLOWOOD DEVELOPMENTAL CENTER, INC.
Plan administrator’s address 1635 BOLING STREET, JACKSON, MS, 39213
Administrator’s telephone number 6013660123

Signature of

Role Plan administrator
Date 2010-09-14
Name of individual signing CURTIS E. ALFORD
Valid signature Filed with authorized/valid electronic signature
Role Employer/plan sponsor
Date 2010-09-14
Name of individual signing CURTIS E. ALFORD
Valid signature Filed with authorized/valid electronic signature

Incorporator

Name Role Address
NORMAN STAMM Incorporator 1231 PINEHURST, JACKSON, MS
TIM JONES Incorporator 1440 FIRST NATIONAL BANK, BUILDING, JACKSON, MS
DALE DANKS JR Incorporator 623 BANKERS TRUST PLAZA, BUILDING, JACKSON, MS

Agent

Name Role Address
Curt Alford Agent 1635 Boling St, Jackson, MS 39213

Filings

Type Status Filed Date Description
Amendment Form Filed 2025-03-21 Amendment For WILLOWOOD DEVELOPMENTAL CENTER, INC.
Undetermined Event Filed 1972-10-01 Undetermined Event
Name Reservation Form Filed 1972-08-07 Name Reservation

OSHA's Inspections within Industry

Inspection Nr Report ID Date Opened Site Address
18133181 0419400 1994-04-05 1635 BOLING STREET, JACKSON, MS, 39213
Inspection Type Complaint
Scope Partial
Safety/Health Health
Close Conference 1994-04-11
Case Closed 1995-07-03

Related Activity

Type Complaint
Activity Nr 76689298
Health Yes

Violation Items

Citation ID 01001
Citaton Type Serious
Standard Cited 19100132 A
Issuance Date 1994-04-28
Abatement Due Date 1994-05-31
Current Penalty 190.0
Initial Penalty 825.0
Contest Date 1994-05-19
Final Order 1994-12-30
Nr Instances 1
Nr Exposed 5
Gravity 01
Citation ID 01002A
Citaton Type Serious
Standard Cited 19101030 D04 I
Issuance Date 1994-04-28
Abatement Due Date 1994-05-31
Current Penalty 320.0
Initial Penalty 1375.0
Contest Date 1994-05-19
Final Order 1994-12-30
Nr Instances 1
Nr Exposed 3
Gravity 03
Citation ID 01002B
Citaton Type Serious
Standard Cited 19101030 F01 IIA
Issuance Date 1994-04-28
Abatement Due Date 1994-05-31
Contest Date 1994-05-19
Final Order 1994-12-30
Nr Instances 1
Nr Exposed 3
Gravity 00
Citation ID 01002C
Citaton Type Serious
Standard Cited 19101030 G02 I
Issuance Date 1994-04-28
Abatement Due Date 1994-05-31
Contest Date 1994-05-19
Final Order 1994-12-30
Nr Instances 1
Nr Exposed 3
Gravity 00
Citation ID 01003A
Citaton Type Serious
Standard Cited 19101200 E01
Issuance Date 1994-04-28
Abatement Due Date 1994-05-31
Current Penalty 190.0
Initial Penalty 825.0
Contest Date 1994-05-19
Final Order 1994-12-30
Nr Instances 1
Nr Exposed 120
Gravity 01
Citation ID 01003B
Citaton Type Serious
Standard Cited 19101200 G01
Issuance Date 1994-04-28
Abatement Due Date 1994-05-31
Contest Date 1994-05-19
Final Order 1994-12-30
Nr Instances 1
Nr Exposed 120
Gravity 00
Citation ID 01003C
Citaton Type Serious
Standard Cited 19101200 H
Issuance Date 1994-04-28
Abatement Due Date 1994-05-31
Contest Date 1994-05-19
Final Order 1994-12-30
Nr Instances 1
Nr Exposed 120
Gravity 00
Citation ID 02001
Citaton Type Other
Standard Cited 19030002 A01
Issuance Date 1994-04-28
Abatement Due Date 1994-05-31
Contest Date 1994-05-19
Final Order 1994-12-30
Nr Instances 1
Nr Exposed 120
Gravity 00
Citation ID 02002A
Citaton Type Other
Standard Cited 19101030 C01 IIB
Issuance Date 1994-04-28
Abatement Due Date 1994-05-31
Contest Date 1994-05-19
Final Order 1994-12-30
Nr Instances 1
Nr Exposed 3
Gravity 00
Citation ID 02002B
Citaton Type Other
Standard Cited 19101030 C01 IIB
Issuance Date 1994-04-28
Abatement Due Date 1994-05-31
Contest Date 1994-05-19
Final Order 1994-12-30
Nr Instances 1
Nr Exposed 3
Gravity 00
Citation ID 02002C
Citaton Type Other
Standard Cited 19101030 C01 IIB
Issuance Date 1994-04-28
Abatement Due Date 1994-05-31
Contest Date 1994-05-19
Final Order 1994-12-30
Nr Instances 1
Nr Exposed 3
Gravity 00

Tax Exempt

EIN Type of Organization Exempt Organization Status Address Ruling Date
64-0523324 Corporation Unconditional Exemption 1635 BOLING ST, JACKSON, MS, 39213-4418 1974-02
In Care of Name -
Group Exemption Number 0000
Subsection Charitable Organization, Educational Organization, Literary Organization, Organization to Prevent Cruelty to Animals, Organization to Prevent Cruelty to Children, Organization for Public Safety Testing, Religious Organization, Scientific Organization
Affiliation Independent - This code is used if the organization is an independent organization or an independent auxiliary (i.e., not affiliated with a National, Regional, or Geographic grouping of organizations).
Classification Educational Organization, Local Association of Employees, Horticultural Organization, Business League, Voluntary Employees' Beneficiary Association (Govt. Emps.), Mutual Ditch or Irrigation Co., Cemetery Company, Other Mutual Corp. or Assoc.
Deductibility Contributions are deductible.
Foundation School 170(b)(1)(A)(ii)
Tax Period 2023-12
Asset 5,000,000 to 9,999,999
Income 5,000,000 to 9,999,999
Filing Requirement 990 (all other) or 990EZ return
PF Filing Requirement No 990-PF return
Accounting Period Dec
Asset Amount 6459897
Income Amount 5922935
Form 990 Revenue Amount 5188871
National Taxonomy of Exempt Entities -
Sort Name -

Publication 78 Data

Description Organizations eligible to receive tax-deductible charitable contributions. Users may rely on this list in determining deductibility of their contributions.
On Publication 78 Data List Yes
Deductibility Type of organization and use of contribution: A public charity. Deductibility Limitation: 50% (60% for cash contributions)

Copies of Returns (990, 990-EZ, 990-PF, 990-T)

Organization Name WILLOWOOD DEVELOPMENTAL CENTER INC
EIN 64-0523324
Tax Period 202212
Filing Type E
Return Type 990T
File View File
Organization Name WILLOWOOD DEVELOPMENTAL CENTER INC
EIN 64-0523324
Tax Period 202212
Filing Type E
Return Type 990
File View File
Organization Name WILLOWOOD DEVELOPMENTAL CENTER INC
EIN 64-0523324
Tax Period 202112
Filing Type E
Return Type 990T
File View File
Organization Name WILLOWOOD DEVELOPMENTAL CENTER INC
EIN 64-0523324
Tax Period 202112
Filing Type E
Return Type 990
File View File
Organization Name WILLOWOOD DEVELOPMENTAL CENTER INC
EIN 64-0523324
Tax Period 202012
Filing Type E
Return Type 990T
File View File
Organization Name WILLOWOOD DEVELOPMENTAL CENTER INC
EIN 64-0523324
Tax Period 201912
Filing Type P
Return Type 990T
File View File
Organization Name WILLOWOOD DEVELOPMENTAL CENTER INC
EIN 64-0523324
Tax Period 201912
Filing Type E
Return Type 990
File View File
Organization Name WILLOWOOD DEVELOPMENTAL CENTER INC
EIN 64-0523324
Tax Period 201812
Filing Type E
Return Type 990
File View File
Organization Name WILLOWOOD DEVELOPMENTAL CENTER INC
EIN 64-0523324
Tax Period 201812
Filing Type P
Return Type 990T
File View File
Organization Name WILLOWOOD DEVELOPMENTAL CENTER INC
EIN 64-0523324
Tax Period 201712
Filing Type E
Return Type 990
File View File
Organization Name WILLOWOOD DEVELOPMENTAL CENTER INC
EIN 64-0523324
Tax Period 201712
Filing Type P
Return Type 990T
File View File
Organization Name WILLOWOOD DEVELOPMENT CENTER INC
EIN 64-0523324
Tax Period 201612
Filing Type E
Return Type 990
File View File
Organization Name WILLOWOOD DEVELOPMENTAL CENTER INC
EIN 64-0523324
Tax Period 201612
Filing Type P
Return Type 990
File View File
Organization Name WILLOWOOD DEVELOPMENT CENTER INC
EIN 64-0523324
Tax Period 201612
Filing Type P
Return Type 990T
File View File
Organization Name WILLOWOOD DEVELOPMENT CENTER INC
EIN 64-0523324
Tax Period 201512
Filing Type E
Return Type 990
File View File

Paycheck Protection Program

Loan Number Loan Funded Date SBA Origination Office Code Loan Delivery Method Borrower Street Address
5221097006 2020-04-05 0470 PPP 1635 BOLING ST, JACKSON, MS, 39213-4418
Loan Status Date 2021-01-16
Loan Status Paid in Full
Loan Maturity in Months 24
SBA Guaranty Percentage 100
Loan Approval Amount (at origination) 906700
Loan Approval Amount (current) 906700
Undisbursed Amount 0
Franchise Name -
Lender Location ID 40010
Servicing Lender Name Renasant Bank
Servicing Lender Address 209 Troy St, TUPELO, MS, 38804-4827
Rural or Urban Indicator U
Hubzone Y
LMI Y
Business Age Description Existing or more than 2 years old
Project Address JACKSON, HINDS, MS, 39213-4418
Project Congressional District MS-02
Number of Employees 146
NAICS code 623110
Borrower Race Unanswered
Borrower Ethnicity Unknown/NotStated
Business Type Non-Profit Organization
Originating Lender ID 40010
Originating Lender Name Renasant Bank
Originating Lender Address TUPELO, MS
Gender Unanswered
Veteran Unanswered
Forgiveness Amount 864474.58
Forgiveness Paid Date 2020-12-02
9833198301 2021-01-31 0470 PPS 1635, JACKSON, MS, 39213
Loan Status Date 2021-12-14
Loan Status Paid in Full
Loan Maturity in Months 60
SBA Guaranty Percentage 100
Loan Approval Amount (at origination) 655675
Loan Approval Amount (current) 799442
Undisbursed Amount 0
Franchise Name -
Lender Location ID 529471
Servicing Lender Name Itria Ventures LLC
Servicing Lender Address One Penn Plaza, Suite 4530, New York, NY, 10119
Rural or Urban Indicator U
Hubzone N
LMI Y
Business Age Description Existing or more than 2 years old
Project Address JACKSON, HINDS, MS, 39213
Project Congressional District MS-02
Number of Employees 151
NAICS code 623210
Borrower Race Unanswered
Borrower Ethnicity Unknown/NotStated
Business Type Non-Profit Organization
Originating Lender ID 529471
Originating Lender Name Itria Ventures LLC
Originating Lender Address New York, NY
Gender Unanswered
Veteran Unanswered
Forgiveness Amount 701032.49
Forgiveness Paid Date 2021-08-25

Date of last update: 18 Apr 2025

Sources: Mississippi Secretary of State