2023-05-08T12:57:59-07:00 2022-12-31 721369868 Kolder Slaven & Company LLC 450 East Main New Iberia LA 70560 990 2022-01-01 720696092 SOUTHERN MUTUAL HELP ASSOCIATION INC SOUT 3373673277 3602 OLD JEANERETTE ROAD NEW IBERIA LA 70563 LORNA BOURG President 2023-05-08 true LORNA BOURG 999009999 true Arthur R Mixon CPA P01313678 3373679204 2 AAL1 IAL1 FAL1 2022 2023-04-26 12:10:37Z LORNA BOURG 213 OAK HILL ROAD NEW IBERIA LA 70563 814351 false X www.southernmutualhelp.org X 1969 LA Southern Mutual Help Association, Inc.s mission is to build strong, healthy and prosperous rural communities, with a special emphasis on women, low-income families and people of color. 9 7 7 5 0 592866 486799 136555 313014 59277 394 110205 14144 898903 814351 0 0 434612 276945 0 14693 714016 1035212 1148628 1312157 -249725 -497806 8015178 7009410 4726654 4390753 3288524 2618657 X Southern Mutual Help Association, Inc.s mission is to build strong, healthy and prosperous rural communities, with a special emphasis on women, low-income families and people of color. false false 751387 Teche Ridge - Southern Mutual Help Association, Inc.s (SMHAs) Teche Ridge is a master-planned $150 million Traditional Neighborhood Design (TND)/Smart Growth development that is strengthening the economy of Iberia Parish, attracting (when fully built) homes, commercial/retail property, civic space and senior living to the community with a conservatively estimated economic impact of nearly three-quarters of a billion dollars. Like other TNDs, Teche Ridge is an environmentally desirable neighborhood as it is a high-density, walkable community that saves agricultural land from sprawl. Unlike other TNDs along the coast that are priced out of reach of many families, SMHAs Teche Ridge is the first not-for-profit owned TND that improves the economy of the area and returns benefit to the commons. Teche Ridge Development provides refuge from floods, being on the "ridgeX and not in the flood zone. 284975 BUILDING RURAL COMMUNITIES SMHAs Building Rural Communities program includes family and community development activities as well as the West End Revitalization Initiative. SMHA Builds Equitable Institutions, removing the barriers keeping individuals, families and communities from participating as equal and valued participants in critical policy conversations that impact their lives: access to health care, access to education, access to affordable capital. SMHA transforms existing institutions when they dont work for families and communities, and creates institutions when needed where none existed before, building capacity, transferring competencies, and creating linkages. SMHA has founded seven other not-for-profit organizations and institutions, creating more than $500 million in value.SMHA Leverages Private Sector Investment through a partnership philosophy based in learnings about businesses doing better when they work in cooperation with not-for-profit community development corporations. It is not about businesses helping nonprofits do charity work. It is about the synergy achieved when private and not-for-profit partners work together to achieve good for the commons in ways that generate positive returns for both. SMHA seeks solutions that are both profitable and fair allowing for sustained impact in communities and with families.Through the West End Redevelopment Initiative, SMHA and community partners are revitalizing the historically and culturally important, primarily African-American West End community in the City of New Iberia. SMHAs work improving the physical environment (improving the curb appeal of homes and businesses, rehabilitating owner-occupied homes and constructing five brand new homes the first homes developed for homeownership in the West End in several decades) and building community leadership and capacity to make change catalyzed numerous community-led improvement efforts. 180169 RURAL RECOVERY SMHAs Rural Recovery includes man-made disasters due to purposeful disinvestment as well as natural disasters. Rural Recovery of necessity includes investment for development in rural communities, villages, towns and smaller cities. It is essential to invest in innovations, economic development, leadership development, agricultural, housing and necessary infrastructure, as well as attention to the disproportionate impact of climate change has on rural communities of lower wealth and or persons of color.SMHA'S Rural Recovery Response is based in the understanding that Rebuilding Better Than Before after natural/manmade disaster is more than recovering "people and stuff." It includes addressing the flow of water, the treatment of land, where we live and how we build, and must be informed by the experiences of people who lived through and adjusted their lives and livelihoods in the aftermath of disaster. SMHA engages families and communities in their own recovery, ensuring that efforts respect families' deep ties to place and their economy that is inextricably tied to the land and waters.SMHA has supported Rural Recovery after five key disasters: Hurricane Andrew in 1992,Hurricanes Katrina and Rita in 2005, the BP Deep Horizon Oil Spill in 2010, flooding in the West End of New Iberia in 2016, and Hurricane Laura and Ida in 2020, connecting thousands of families and small businesses to grants, loans and volunteer labor that help make recovery possible. 1216531 true true false false false false false false false true true false false false true false true true false false false false false false false false false false false false false false false false false false false false false false false false true true true true false false true 25 0 true 7 true false false false false false false false 0 false false false false false false false X 9 7 false false false false false false false true true false false true true true true true true true true false X ARTHUR MIXON CPA 3373679204 450 EAST MAIN STREET NEW IBERIA LA 70560 LORNA BOURG President 40.00 0.00 X X 103086 0 19101 HELEN VINTON SEC OF THE BD 5.00 0.00 X X 0 0 4430 ASHLEY ROGERS BOARD MEMBER 2.00 0.00 X 0 0 0 JUANITA MAINSTER BOARD MEMBER 1.00 0.00 X 0 0 0 ASHLEY SHELTON BOARD MEMBER 2.00 0.00 X 0 0 0 ROBERTA MADDEN CHAIR 4.00 0.00 X X 0 0 0 JUDITH V HERRING BOARD MEMBER 4.00 0.00 X 0 0 0 SENATOR FRED MILLS BOARD MEMBER 4.00 0.00 X 0 0 0 MARGARET RITCHEY BOARD MEMBER 4.00 0.00 X 0 0 0 MARTHA MOORE Treasurer 6.00 0.00 X 0 0 0 103086 23531 1 false false false LAWNSCAPES OF LOUISIANA 225 LEWIS ST NEW IBERIA LA 70544 LANDSCAPING 36450 LURCY MARCEAUX 1602 WEST PORT ST ABBEVILLE LA 70510 SUPERVISOR 22400 CORPORATION SERVICE COMPANY PO BOX 13397 PHILADELPHIA PA 191013397 CONSULTING 13960 KOLDER SLAVEN & COMPANY 450 EAST MAIN ST NEW IBERIA LA 70560 ACCOUNTING 56593 DARNELL SIKES FREDERICK 2000 Kaliste Saloom Road LAFAYETTE LA 70508 CPA FIRM 12750 0 21750 465049 486799 CONSTRUCTION REVENUE 230000 307400 307400 MISC 522200 5614 5614 313014 394 394 0 0 14144 14144 14144 14144 0 0 0 0 0 814351 313014 14538 0 0 0 0 92123 76309 13136 2678 0 129215 107034 18425 3756 0 34024 28184 4851 989 21583 17878 3078 627 0 1025 864 161 72258 53066 15929 3263 0 0 0 0 0 28068 24413 3072 583 0 0 12921 11095 1517 309 5104 4609 411 84 0 0 167792 159151 8641 0 3906 3327 481 98 51165 42382 7296 1487 OTHER CONSTRUCTION COSTS 627758 627758 REPAIRS & MAINTENANCE 45603 43187 2007 409 TAXES & LICENSES 17627 16480 953 194 MEMBERSHIPS 1732 1448 236 48 253 210 36 7 1312157 1216531 80933 14693 142894 140625 830606 644576 50000 400 3759 0 0 198439 11619 6739228 6059126 0 544273 444568 103611 99705 0 0 0 0 0 8015178 7009410 7016 6924 3799953 3243929 919685 1139900 4726654 4390753 X 1294937 638588 1993587 1980069 3288524 2618657 8015178 7009410 -497806 -173861 1800 X false true X true false X 566683 739108 1137968 596246 486799 3526804 0 0 566683 739108 1137968 596246 486799 3526804 360350 3166454 30487 12005 6129 1674 394 50689 0 0 3577493 0.88510 0.85000 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 1237225 3 69167 1168061 1237127 97 1 1237225 1267114 1 12 1267127 1239709 100 13 1239822 1720117 34182 45 1754344 false false false 39569 39569 233204 180969 52235 207165 199264 7901 64335 64335 99705 ACCRUED INTEREST 533020 ACCRUED PAYROLL & BENEFITS 528357 ACCRUED PAYROLL LIABILITIES 22 DUE TO RELATED PARTY 78500 Rounding 1 1139900 814351 814351 814351 1312157 1312157 1312157 Part V, Line 4: Intended uses of the endowment fund. TO SUPPORT THE MISSION AND WORK OF SMHA AND TO INVEST IN A SOCIALLY RESPONSIBLE MANNER AND TO ESPECIALLY SUPPORT COMMUNITY DEVELOPMENT TO CREATE AN IMPROVED QUALITY OF LIFE AND SUSTAINABLE COMMUNITIES. Form 990, Part III, Line 4d OTHER PROGRAM SERVICES 4: Teche Ridge - Southern Mutual Help Association, Inc.s (SMHAs) Teche Ridge is a master-planned $150 million Traditional Neighborhood Design (TND)/Smart Growth development that is strengthening the economy of Iberia Parish, attracting (when fully built) homes, commercial/retail property, civic space and senior living to the community with a conservatively estimated economic impact of nearly three-quarters of a billion dollars. Like other TNDs, Teche Ridge is an environmentally desirable neighborhood as it is a high-density, walkable community that saves agricultural land from sprawl. Unlike other TNDs along the coast that are priced out of reach of many families, SMHAs Teche Ridge is the first not-for-profit owned TND that improves the economy of the area and returns benefit to the commons. Teche Ridge Development provides refuge from floods, being on the "ridgeX and not in the flood zone. Form 990, Part VI, Section B, Line 11b The President and CEO review the entire Form 990 before filing with the IRS. A copy of the Form 990 is sent to the Board members by the CEO. The Board, the Treasurer, and members of the Audit Finance Committee have the opportunity to comment on the return. Form 990, Part VI, Section B, Line 12c The Conflict of Interest Policy is reviewed at the annual three-day Board and Staff Retreat. Contracts and checks, as according to policy, are reviewed by the Treasurer. The Treasurer is independent and does not serve as a voting member of the Board of Directors. Form 990, Part VI, Section B, Line 15a SMHAS Board of Directors has a three-member Compensation Committee that reviews the compensation of all employees based on performance evaluation, years of service and responsibility. The compensation of the President and CEO is based on these factors as well as comparison to national and regional salaries for similar positions. The committee reports its findings to the Board of Directors at the annual three-day retreat, and the Board of Directors sets and approves the President and CEOs salary at that time. Form 990, Part VI, Section B, Line 15b The Board of Directors sets the the Presidents and CEOs salaries, and the CEO sets all other staff salaries. The decisions are reviewed by the Compensation Committee of the Board for fairness, to keep a reasonable ratio between the highest and lowest salaries, and to ensure equity for all protected classes. Form 990, Part VI, Section C, Line 19 THE ORGANIZATION'S GOVERNING DOCUMENTS, POLICIES AND FINANCIAL STATEMENTS ARE MADE AVAILABLE TO THE PUBLIC UPON REQUEST. A SUMMARY OF THE FINANCIAL STATEMENTS IS POSTED ON THE WEBSITE. Statement Note 1 PART VIII LINE 2C-----------------FEES EARNED IN PROVIDING SERVICES TO VERY LOW INCOME AND LOW INCOME FAMILIES APPLYING FOR ASSISTANCE WITH HOME RENOVATION OR CONSTRUCTION TO DETERMINE ELIGIBILITY FOR THE PROGRAM. FORM 990, PART X, LINE 23MORTGAGES AND OTHER NOTES PAYABLE--------------------------------- ENDING ----------2.0% NOTE PAYABLE - SOCIETY OF THE DIVINE WORD................ 100,0002.0% NOTE PAYABLE - GLENMARY HOME MISSIONERS.................. 98,0002.0% NOTE PAYABLE - SISTERS OF THE BLESSED SACRAMENT.......... 40,0001.5% NOTE PAYABLE - SISTERS OF PROVIDENCE..................... 100,0000.0% NOTE PAYABLE - SISTERS OF SPRINGFIELD.................... 75,0002.0% NOTE PAYABLE - SISTERS OF CHARITY. OF ST. ELIZABETH...... 30,0002.75% NOTE PAYABLE - SBA EIDL LOAN............................ 149,272 0.0% NOTE PAYABLE - LOCAL INITIATIVES SUPPORT CORP............ 25,0000.0% NOTE PAYABLE - LOCAL INITIATIVES SUPPORT CORP............ 100,000 2.0% NOTE PAYABLE - LOCAL INITIATIVES SUPPORT CORP............ 250,0006.0% NOTE PAYABLE - NEIGHBORWORKS............................. 1,134,1156.0% NOTE PAYABLE - lOCAL INITIATIVES SUPPORT CORP............ 1,142,087 ---------- TOTAL $3,243,929 ========== TECHE RIDGE LLC 3602 OLD JEANERETTE ROAD NEW IBERIA LA 70563 270200773 HOME DEVELOPMENT LA 238643 4290175 SOUTHERN MUTUAL HELP ASSOCIATION INC SOUTHERN MUTUAL FINANCIAL SERVICES INC 3602 OLD JEANERETTE ROAD NEW IBERIA LA 70563 721462016 CDFI LA 501(c)(3) 7 N/A true RURAL COMMUNITIES 3602 OLD JEANERETTE RD NEW IBERIA LA 70562 621277091 FAMILY AND COMMUNITY DEVELOPMENT LA 501(c)(3) 7 N/A false false true false false true false false false false true false false false false false false true false false SOUTHERN MUTUAL FINANCIAL SERVICES INC b 16069 CASH PAYMENT SOUTHERN MUTUAL FINANCIAL SERVICES INC j 4904 CASH PAYMENTS SOUTHERN MUTUAL FINANCIAL SERVICES INC q 10469 CASH PAYMENT RURAL COMMUNITIES e 78500 CASH PAYMENT