2026-05-15T09:14:44-07:00 2025-12-31 721369868 Kolder Slaven & Company LLC 450 East Main New Iberia LA 70560 990 2025-01-01 720696092 SOUTHERN MUTUAL HELP ASSOCIATION INC SOUT 3373673277 3602 OLD JEANERETTE ROAD NEW IBERIA LA 70563 LORNA BOURG President 2026-05-15 true Arthur R Mixon CPA P01313678 3373679204 2025 2025-03-06 01:10:19Z LORNA BOURG 213 OAK HILL ROAD NEW IBERIA LA 70563 4111307 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 219771 2101052 5000 2004000 282 125 3679 -5681357 228732 -1576180 0 0 189591 332225 0 14294 431549 181875 621140 514100 -392408 -2090280 6097271 236124 4470173 699306 1627098 -463182 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 341390 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. Teche Ridge - Southern Mutual Help Association, Inc.s (SMHAs) Teche Ridge was sold in June 2025. 341390 true false 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 true 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 258855 0 6472 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 BOARD MEMBER 4.00 0.00 X 0 0 0 JUDITH V HERRING Secretary 4.00 0.00 X X 0 0 0 SENATOR FRED MILLS Chairman 4.00 0.00 X 0 0 0 MARTHA MOORE Treasurer 6.00 0.00 X 0 0 0 258855 6472 1 false true false LAWNSCAPES OF LOUISIANA 225 LEWIS ST NEW IBERIA LA 70544 LANDSCAPING 15000 LURCY MARCEAUX 1602 WEST PORT ST ABBEVILLE LA 70510 SUPERVISOR 6740 CHAD BOUTIN 1812 KIKENNY ST NEW IBERIA LA 70563 LAWN MAINTENANCE 8570 DENISE GALATAS 53 MAIN ST FRANKLIN LA 70538 CONSULTING 25000 MONICA BROUSSARD 1112 COMEAUX RD NEW IBERIA LA 70560 CONSULTING 6471 0 2007863 93189 2101052 CONSTRUCTION REVENUE 230000 2000000 2000000 MISC 522200 4000 4000 2004000 125 125 0 0 6130 6130 6130 6130 0 0 0 5687487 -5687487 -5687487 0 -1576180 -3683487 6255 0 0 0 0 251566 172438 75310 3818 0 46336 30868 13480 1988 0 15507 10330 4511 666 18816 12534 5474 808 0 0 0 0 0 0 0 0 24572 16182 7350 1040 0 0 11533 7683 3355 495 0 0 0 11812 11812 0 3252 2166 946 140 32162 21424 9357 1381 OTHER CONSTRUCTION COSTS 64677 43118 18787 2772 REPAIRS & MAINTENANCE 24343 18303 5263 777 TAXES & LICENSES 6053 4032 1761 260 MEMBERSHIPS 3176 2116 924 136 295 196 86 13 514100 341390 158416 14294 9162 29977 65126 106713 0 0 0 0 10000 10000 5920295 0 0 544274 454840 92685 89434 0 0 0 0 3 0 6097271 236124 1380 80000 2872511 552240 1516282 147066 4470173 699306 X -505471 -2492967 2132569 2029785 1627098 -463182 6097271 236124 -2090280 X false true X true false X 596246 486799 163220 219771 2101052 3567088 0 0 596246 486799 163220 219771 2101052 3567088 232176 3334912 1674 394 1144 282 3494 0 0 3570582 0.93400 0.89280 X 1168200 1168200 1168208 8 1168216 1168061 125 14 1168200 1237225 3 69167 1168061 1237127 97 1 1237225 false false false 39569 39569 233204 189060 44144 207166 201445 5721 64335 64335 89434 ACCRUED PAYROLL & BENEFITS 36061 DUE TO RELATED PARTY 111000 Rounding 5 147066 -1576180 -1576180 -1576180 514100 514100 514100 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. X X X false false false false false false false false false LORNA BOURG President 258855 6472 265327 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............................ 149,240 ---------- TOTAL $ 552,240 ========== TECHE RIDGE LLC 3602 OLD JEANERETTE ROAD NEW IBERIA LA 70563 270200773 HOME DEVELOPMENT LA -1 -1 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 false false false true false false false false false true false false false false false false false false SOUTHERN MUTUAL FINANCIAL SERVICES INC e 5000 CASH PMTS SOUTHERN MUTUAL FINANCIAL SERVICES INC k 6130 CASH PMTS