Nonprofit · EIN 72-0696092
SOUTHERN MUTUAL HELP ASSOCIATION INC
Tax-exempt · NEW IBERIA, LA 70563
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| December 31, 2025 | 990 | -$1,576,180 | $514,100 | -$2,090,280 | $236,124 | $699,306 | -$463,182 |
| December 31, 2024 | 990 | $228,732 | $621,140 | -$392,408 | $6,097,271 | $4,470,173 | $1,627,098 |
| December 31, 2023 | 990 | $471,290 | $1,074,480 | -$603,190 | $6,146,203 | $4,126,697 | $2,019,506 |
Financial details: 990 for the year ended December 31, 2025
Revenue
- Contributions, gifts and grants
- $2,101,052
- of which government grants
- $2,007,863
- Program service revenue
- $2,004,000
- Investment income
- $125
- Net rental income
- $6,130
- Net income from sales of inventory
- -$5,687,487
- Other revenue
- -$5,681,357
Expenses
- Grants and similar amounts paid
- $0
- Compensation of officers, directors and key employees
- $251,566
- Other salaries and wages
- $46,336
- Salaries, compensation and benefits (total)
- $332,225
- Professional fundraising fees
- $0
- Occupancy
- $11,533
- Depreciation
- $3,252
- Program services (functional)
- $341,390
- Management and general (functional)
- $158,416
- Fundraising (functional)
- $14,294
Balance sheet and other
- Total assets, start of year
- $6,097,271
- Total assets, end of year
- $236,124
- Total liabilities, end of year
- $699,306
- Net assets, end of year
- -$463,182
- Land, buildings and equipment
- $89,434
- Net assets without donor restrictions
- -$2,492,967
- Net assets with donor restrictions
- $2,029,785
- Gross receipts
- $4,111,307
- Employees
- 7
- Volunteers
- 5
- Year formed
- 1969
- State of legal domicile
- LA
From the e-filed returns the IRS publishes as XML (latest three processing years; amended returns replace the original). PDF copies at the IRS.
Officers, directors and key employees
As listed on the 990 for the year ended December 31, 2025, highest compensation first.
| Name | Title | Hours / week | Compensation | Other / benefits |
|---|---|---|---|---|
| LORNA BOURG | President Trustee or director, Officer | 40 | $258,855 | $6,472 |
| JUANITA MAINSTER | BOARD MEMBER Trustee or director | 1 | $0 | $0 |
| ASHLEY SHELTON | BOARD MEMBER Trustee or director | 2 | $0 | $0 |
| ROBERTA MADDEN | BOARD MEMBER Trustee or director | 4 | $0 | $0 |
| JUDITH V HERRING | Secretary Trustee or director, Officer | 4 | $0 | $0 |
| SENATOR FRED MILLS | Chairman Trustee or director | 4 | $0 | $0 |
| MARTHA MOORE | Treasurer Officer | 6 | $0 | $0 |
990 for the year ended December 31, 2024: 9 people
| Name | Title | Hours / week | Compensation | Other / benefits |
|---|---|---|---|---|
| JUANITA MAINSTER | BOARD MEMBER Trustee or director | 1 | $0 | $6,472 |
| LORNA BOURG | President Trustee or director, Officer | 40 | $1,923 | $0 |
| ASHLEY ROGERS | BOARD MEMBER Trustee or director | 2 | $0 | $0 |
| ASHLEY SHELTON | BOARD MEMBER Trustee or director | 2 | $0 | $0 |
| ROBERTA MADDEN | BOARD MEMBER Trustee or director | 4 | $0 | $0 |
| JUDITH V HERRING | BOARD MEMBER Trustee or director | 4 | $0 | $0 |
| SENATOR FRED MILLS | BOARD MEMBER Trustee or director | 4 | $0 | $0 |
| MARGARET RITCHEY | Chairman Trustee or director, Officer | 4 | $0 | $0 |
| MARTHA MOORE | Treasurer Officer | 6 | $0 | $0 |
990 for the year ended December 31, 2023: 9 people
| Name | Title | Hours / week | Compensation | Other / benefits |
|---|---|---|---|---|
| LORNA BOURG | President Trustee or director, Officer | 40 | $174,111 | $6,208 |
| ASHLEY ROGERS | BOARD MEMBER Trustee or director | 2 | $0 | $0 |
| JUANITA MAINSTER | BOARD MEMBER Trustee or director | 1 | $0 | $0 |
| ASHLEY SHELTON | BOARD MEMBER Trustee or director | 2 | $0 | $0 |
| ROBERTA MADDEN | BOARD MEMBER Trustee or director | 4 | $0 | $0 |
| JUDITH V HERRING | BOARD MEMBER Trustee or director | 4 | $0 | $0 |
| SENATOR FRED MILLS | BOARD MEMBER Trustee or director | 4 | $0 | $0 |
| MARGARET RITCHEY | Chairman Trustee or director, Officer | 4 | $0 | $0 |
| MARTHA MOORE | Treasurer Officer | 6 | $0 | $0 |
Address and contacts
- Address (IRS master file)
- 3602 OLD JEANERETTE RD, NEW IBERIA, LA 70563-3131
- Principal officer (990 for 2025)
- LORNA BOURG, 213 OAK HILL ROAD, NEW IBERIA, LA 70563
- Signed the 990
- LORNA BOURG, President
- Phone
- (337) 367-3277
- Website
- www.southernmutualhelp.org
- Return prepared by
- Kolder Slaven & Company LLC
Mission
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.
Program accomplishments
- 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.Expenses $341,390
- Teche Ridge - Southern Mutual Help Association, Inc.s (SMHAs) Teche Ridge was sold in June 2025.
What it must file and when
IRS records say it files Form 990 or 990-EZ. Based on its last return; a smaller organization may file the 990-N. Its accounting year ends in December, so each return is due on the 15th day of the 5th month after that.
| Tax year | Year ended | Due | IRS public records |
|---|---|---|---|
| 2025 | December 31, 2025 | May 15, 2026 | 990 on file |
| 2024 | December 31, 2024 | May 15, 2025 | 990 on file |
| 2023 | December 31, 2023 | May 15, 2024 | 990 on file |
IRS record
- EIN
- 72-0696092
- Tax-exempt status
- 501(c)(3): Charitable, religious, educational or scientific organization
- Foundation status
- Publicly supported organization (170(b)(1)(A)(vi))
- Donations deductible (Pub 78)
- Public charity, 50% deduction limit
- Exempt since
- 1972
- Accounting year ends
- December
- Files
- Form 990 or 990-EZ
- Category (NTEE)
- Community improvement and capacity building (S320)
- Assets (IRS master file)
- $236,124
- Income (IRS master file)
- $4,111,307
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990 | December 2025 | -$1,576,180 | $514,100 | $236,124 | IRS |
| 990 | December 2024 | $228,732 | $621,140 | $6,097,271 | IRS |
| 990 | December 2023 | $471,290 | $1,074,480 | $6,146,203 | XML |
| 990 | December 2022 | $814,351 | $1,312,157 | $7,009,410 | IRS |
| 990 | December 2021 | – | – | – | IRS |
| 990 | December 2020 | – | – | – | IRS |
| 990 | December 2019 | – | – | – | IRS |
| 990 | December 2018 | – | – | – | IRS |
990-N: the IRS bulk file holds only the latest e-Postcard per organization; earlier years come from archived copies of that file since 2020 and can have gaps (the IRS e-Postcard search lists every one). 990, 990-EZ, 990-PF, 990-T: every e-filed return in the IRS e-file index since 2019; XML for the latest three processing years, amounts from the IRS Statistics of Income extracts before that. PDF copies and determination letters at the IRS (search EIN 72-0696092).
Questions about SOUTHERN MUTUAL HELP ASSOCIATION INC
- What is the EIN of SOUTHERN MUTUAL HELP ASSOCIATION INC?
- The employer identification number (EIN) of SOUTHERN MUTUAL HELP ASSOCIATION INC is 72-0696092.
- Is SOUTHERN MUTUAL HELP ASSOCIATION INC tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 1972.
- Are donations to SOUTHERN MUTUAL HELP ASSOCIATION INC tax-deductible?
- Yes. It is listed in IRS Publication 78 (Public charity, 50% deduction limit).
- Which annual return does SOUTHERN MUTUAL HELP ASSOCIATION INC file?
- Form 990 or 990-EZ. Based on its last return; a smaller organization may file the 990-N.
- When is the next return of SOUTHERN MUTUAL HELP ASSOCIATION INC due?
- The return for tax year 2026 (the year ending December 31, 2026) is due May 17, 2027. Form 8868 extends it by six months; the 990-N cannot be extended.
- When did SOUTHERN MUTUAL HELP ASSOCIATION INC last file with the IRS?
- The latest return in the IRS public files is the 990 for the year ended December 2025.
- Who is the principal officer of SOUTHERN MUTUAL HELP ASSOCIATION INC?
- The 990 for the year ended December 31, 2025 names LORNA BOURG.
- Who are the officers and directors of SOUTHERN MUTUAL HELP ASSOCIATION INC?
- The 990 for the year ended December 31, 2025 lists 7 people; 1 received compensation from the organization, the highest $258,855 (LORNA BOURG, President).
- How much revenue does SOUTHERN MUTUAL HELP ASSOCIATION INC have?
- On its 990 for the year ended December 31, 2025 it reported revenue of -$1,576,180, expenses of $514,100 and total assets of $236,124 at year end.
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All nonprofits in NEW IBERIA · Louisiana · Community improvement and capacity building