2025-05-15T08:21:25-07:00 2024-12-31 721369868 Kolder Slaven & Company LLC 450 East Main New Iberia LA 70560 990 2024-01-01 720696092 SOUTHERN MUTUAL HELP ASSOCIATION INC SOUT 3373673277 3602 OLD JEANERETTE ROAD NEW IBERIA LA 70563 LORNA BOURG President 2025-05-15 true true Arthur R Mixon CPA P01313678 3373679204 2024 2025-03-06 01:10:19Z LORNA BOURG 213 OAK HILL ROAD NEW IBERIA LA 70563 228731 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 163220 219771 302000 5000 1144 282 4926 3679 471290 228732 0 0 164903 189591 0 12669 909577 431549 1074480 621140 -603190 -392408 6146203 6097271 4126697 4470173 2019506 1627098 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 304025 RURAL RECOVERY AND DEVELOPMENT SMHAs Rural Recovery and Development program provides assessment, planning, relief, recovery, and comprehensive redevelopment in economically distressed and disaster-impacted rural communities, including new construction of homes and renovation of homes, preservation of home ownership, promotion of new home ownership, provision of affordable housing for low and moderate-income families, leadership development through training and technical assistance, and facilitating conversations, cooperation and understanding among varied stakeholders. The program also includes addressing environmental concerns and assisting farmers and fishers with socio-economic challenges. 197628 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 "ridge and not in the flood zone. 501653 true true false false false false false false false true true false false false 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 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 JUANITA MAINSTER BOARD MEMBER 1.00 0.00 X 0 0 6472 LORNA BOURG President 40.00 0.00 X X 1923 0 0 ASHLEY ROGERS BOARD MEMBER 2.00 0.00 X 0 0 0 ASHLEY SHELTON BOARD MEMBER 2.00 0.00 X 0 0 0 ROBERTA MADDEN BOARD MEMBER 4.00 0.00 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 Chairman 4.00 0.00 X X 0 0 0 MARTHA MOORE Treasurer 6.00 0.00 X 0 0 0 1923 6472 0 false false false LAWNSCAPES OF LOUISIANA 225 LEWIS ST NEW IBERIA LA 70544 LANDSCAPING 41975 LURCY MARCEAUX 1602 WEST PORT ST ABBEVILLE LA 70510 SUPERVISOR 12103 CHAD BOUTIN 1812 KIKENNY ST NEW IBERIA LA 70563 LAWN MAINTENANCE DENISE GALATAS 53 MAIN ST FRANKLIN LA 70538 CONSULTING 21500 MEADOW GROUP llc 122 MEADOW LANE LAFAYETTE LA 70506 CONSULTING 26000 0 9534 210237 219771 CONSTRUCTION REVENUE 230000 MISC 522200 5000 5000 5000 282 282 0 0 3678 3678 3678 3678 0 0 0 -1 1 1 0 228732 5001 3960 0 0 0 0 1923 1923 0 142113 102064 35099 4950 0 41229 29215 10597 1417 4326 3065 1112 149 0 0 0 0 0 0 0 0 27753 19704 7150 899 0 0 12574 8910 3232 432 1662 1228 383 51 0 0 130650 119017 11633 0 3489 2624 763 102 24489 17358 6290 841 OTHER CONSTRUCTION COSTS 145681 122250 20668 2763 REPAIRS & MAINTENANCE 58301 52389 5215 697 TAXES & LICENSES 21126 18828 2027 271 GRANT EXPENSE 3000 3000 2824 2001 726 97 621140 501653 106818 12669 14119 9162 440142 65126 0 0 0 0 10000 10000 5585768 5920295 0 544274 451589 96174 92685 0 0 0 0 3 6146203 6097271 1380 80000 2900511 2872511 1226186 1516282 4126697 4470173 X 52552 -505471 1966954 2132569 2019506 1627098 6146203 6097271 -392408 X false true X true false X 1137968 596246 486799 163220 219771 2604004 0 0 1137968 596246 486799 163220 219771 2604004 270454 2333550 6129 1674 394 1144 282 9623 0 0 2613627 0.89280 0.87040 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 1168208 8 1168216 1168061 125 14 1168200 1237225 3 69167 1168061 1237127 97 1 1237225 1267114 1 12 1267127 false false false 39569 39569 233204 186394 46810 207166 200860 6306 64335 64335 92685 ACCRUED INTEREST 775282 ACCRUED PAYROLL & BENEFITS 567000 DUE TO RELATED PARTY 174000 1516282 228732 228732 228732 621140 621140 621140 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 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.................. 98,0001.5% 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............................ 150,000 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............................. 968,2696.0% NOTE PAYABLE - LOCAL INITIATIVES SUPPORT CORP............ 976,242 ---------- TOTAL $2,872,511 ========== TECHE RIDGE LLC 3602 OLD JEANERETTE ROAD NEW IBERIA LA 70563 270200773 HOME DEVELOPMENT LA 15751 4098066 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 false false false false false false false false false false SOUTHERN MUTUAL FINANCIAL SERVICES INC b 14395 CASH PMTS SOUTHERN MUTUAL FINANCIAL SERVICES INC e 20000 CASH PMTS