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Southern Mutual Help Association Inc

Organization summary

Type of Nonprofit

Designated as a Organizations for any of the following purposes: religious, educational, charitable, scientific, literary, testing for public safety, fostering national or international amateur sports competition (as long as it doesn't provide athletic facilities or equipment), or the prevention of cruelty to children or animals.

Category: Community Improvement, Capacity Building / Rural Development (NTEE)

Donations to this organization are tax deductible.

Summary charts: organization finances over time

Revenue
$471k (2023)

Expenses
$1.07M (2023)

Total Assets
$6.15M (2023)

Total Liabilities
$4.13M (2023)

Source: Form 990 tax filings from 2011 to 2023

Tax Filings by Year

Form 990 is an information return that most organizations claiming federal tax-exempt status must file yearly with the IRS. Nonprofit Explorer has IRS digitized Form 990 data for filings processed in 2012 and later. If this organization filed an amended return, it may not be reflected below. Duplicate download links may indicate a resubmission or amendment to this organization's original return. Form 990 data is from the IRS.

Fiscal Year Ending Dec.
2023

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$471,290
Expenses
$1,074,480
Net Income
-$603,190
Net Assets
$2,019,506
Notable Sources of Revenue Percent of Total Revenue
Contributions $163,220
34.6%
Program Services $302,000
64.1%
Investment Income $1,144
0.2%
Bond Proceeds $0
Royalties $0
Rental Property Income $4,928
1.0%
Net Fundraising $0
Sales of Assets $0
Net Inventory Sales -$2
Other Revenue $0
Notable Expenses Percent of Total Expenses
Executive Compensation $10,269
1.0%
Professional Fundraising Fees $0
Other Salaries and Wages $116,606
10.9%
Assets/Debt
Total Assets $6,146,203
Total Liabilities $4,126,697
Net Assets $2,019,506
Compensation
Key Employees and Officers Compensation Related Other
Lorna Bourg (President) $174,111 $0 $6,208
Ashley Rogers (Board Member) $0 $0 $0
Juanita Mainster (Board Member) $0 $0 $0
Ashley Shelton (Board Member) $0 $0 $0
Roberta Madden (Board Member) $0 $0 $0
Judith V Herring (Board Member) $0 $0 $0
Senator Fred Mills (Board Member) $0 $0 $0
Margaret Ritchey (Chairman) $0 $0 $0
Martha Moore (Treasurer) $0 $0 $0

Document Links

Fiscal Year Ending Dec.
2022

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$814,351
Expenses
$1,312,157
Net Income
-$497,806
Net Assets
$2,618,657
Notable Sources of Revenue Percent of Total Revenue
Contributions $486,799
59.8%
Program Services $313,014
38.4%
Investment Income $394
0.0%
Bond Proceeds $0
Royalties $0
Rental Property Income $14,144
1.7%
Net Fundraising $0
Sales of Assets $0
Net Inventory Sales $0
Other Revenue $0
Notable Expenses Percent of Total Expenses
Executive Compensation $92,123
7.0%
Professional Fundraising Fees $0
Other Salaries and Wages $129,215
9.8%
Assets/Debt
Total Assets $7,009,410
Total Liabilities $4,390,753
Net Assets $2,618,657
Compensation
Key Employees and Officers Compensation Related Other
Lorna Bourg (President) $103,086 $0 $19,101
Helen Vinton (Sec Of The Bd) $0 $0 $4,430
Ashley Rogers (Board Member) $0 $0 $0
Juanita Mainster (Board Member) $0 $0 $0
Ashley Shelton (Board Member) $0 $0 $0
Roberta Madden (Chair) $0 $0 $0
Judith V Herring (Board Member) $0 $0 $0
Senator Fred Mills (Board Member) $0 $0 $0
Margaret Ritchey (Board Member) $0 $0 $0
Martha Moore (Treasurer) $0 $0 $0

Document Links

Fiscal Year Ending Dec.
2021

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$898,903
Expenses
$1,148,628
Net Income
-$249,725
Net Assets
$3,288,524
Notable Sources of Revenue Percent of Total Revenue
Contributions $592,866
66.0%
Program Services $136,555
15.2%
Investment Income $1,674
0.2%
Bond Proceeds $0
Royalties $0
Rental Property Income $16,265
1.8%
Net Fundraising $0
Sales of Assets $57,603
6.4%
Net Inventory Sales $0
Other Revenue $93,940
10.5%
Notable Expenses Percent of Total Expenses
Executive Compensation $106,990
9.3%
Professional Fundraising Fees $0
Other Salaries and Wages $270,359
23.5%
Assets/Debt
Total Assets $8,015,178
Total Liabilities $4,726,654
Net Assets $3,288,524
Compensation
Key Employees and Officers Compensation Related Other
Lorna Bourg (President) $116,164 $0 $18,973
Helen Vinton (Sec Of The Bd) $0 $0 $4,324
Ashley Rogers (Board Member) $0 $0 $0
Juanita Mainster (Board Member) $0 $0 $0
Ashley Shelton (Board Member) $0 $0 $0
Roberta Madden (Chair) $0 $0 $0
Judith V Herring (Board Member) $0 $0 $0
Senator Fred Mills (Board Member) $0 $0 $0
Margaret Ritchey (Board Member) $0 $0 $0
Martha Moore (Treasurer) $0 $0 $0

Document Links

Fiscal Year Ending Dec.
2020

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$1,117,837
Expenses
$1,177,640
Net Income
-$59,803
Net Assets
$3,611,268
Notable Sources of Revenue Percent of Total Revenue
Contributions $987,968
88.4%
Program Services $44,424
4.0%
Investment Income $6,129
0.5%
Bond Proceeds $0
Royalties $0
Rental Property Income $3,712
0.3%
Net Fundraising $0
Sales of Assets $2,000
0.2%
Net Inventory Sales $0
Other Revenue $73,604
6.6%
Notable Expenses Percent of Total Expenses
Executive Compensation $127,735
10.8%
Professional Fundraising Fees $0
Other Salaries and Wages $282,192
24.0%
Assets/Debt
Total Assets $8,410,789
Total Liabilities $4,799,521
Net Assets $3,611,268
Compensation
Key Employees and Officers Compensation Related Other
Lorna Bourg (President) $135,177 $0 $20,841
Helen Vinton (Sec Of The Bd) $0 $0 $5,518
Ashley Rogers (Board Member) $0 $0 $0
Juanita Mainster (Board Memeber) $0 $0 $0
Ashley Shelton (Board Member) $0 $0 $0
Roberta Madden (Chair) $0 $0 $0
Judith V Herring (Board Member) $0 $0 $0
Senator Fred Mills (Board Member) $0 $0 $0
Margaret Ritchey (Board Member) $0 $0 $0
Martha Moore (Treasurer) $0 $0 $0

Document Links

Fiscal Year Ending Dec.
2019

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$1,430,867
Expenses
$2,196,691
Net Income
-$765,824
Net Assets
$3,550,836
Notable Sources of Revenue Percent of Total Revenue
Contributions $739,108
51.7%
Program Services $699,096
48.9%
Investment Income -$11,015
Bond Proceeds $0
Royalties $0
Rental Property Income $3,678
0.3%
Net Fundraising $0
Sales of Assets $0
Net Inventory Sales $0
Other Revenue $0
Notable Expenses Percent of Total Expenses
Executive Compensation $159,549
7.3%
Professional Fundraising Fees $0
Other Salaries and Wages $211,421
9.6%
Assets/Debt
Total Assets $9,139,727
Total Liabilities $5,588,891
Net Assets $3,550,836
Compensation
Key Employees and Officers Compensation Related Other
Lorna Bourg (President & Ceo) $177,409 $0 $17,162
Helen Vinton (Sec Of The Bd) $206 $0 $5,398
Juanita Mainster (Board Memeber) $0 $0 $0
Ashley Shelton (Board Member) $0 $0 $0
Roberta Madden (Chair) $0 $0 $0
Karline Tierney (Board Member) $0 $0 $0
Judith V Herring (Board Member) $0 $0 $0
Senator Fred Mills (Board Member) $0 $0 $0
Sr Barbara Kraus (Board Member) $0 $0 $0
Margaret Ritchey (Board Member) $0 $0 $0
Martha Moore (Treasurer) $0 $0 $0

Document Links

Fiscal Year Ending Dec.
2018

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$1,269,588
Expenses
$2,185,424
Net Income
-$915,836
Net Assets
$4,290,952
Notable Sources of Revenue Percent of Total Revenue
Contributions $566,683
44.6%
Program Services $682,274
53.7%
Investment Income $15,349
1.2%
Bond Proceeds $0
Royalties $0
Rental Property Income $5,282
0.4%
Net Fundraising $0
Sales of Assets $0
Net Inventory Sales $0
Other Revenue $0
Notable Expenses Percent of Total Expenses
Executive Compensation $201,381
9.2%
Professional Fundraising Fees $0
Other Salaries and Wages $204,518
9.4%
Assets/Debt
Total Assets $10,055,385
Total Liabilities $5,764,433
Net Assets $4,290,952
Compensation
Key Employees and Officers Compensation Related Other
Lorna Bourg (President & Ceo) $207,698 $0 $17,988
Helen Vinton (Sec Of The Bd) $17,312 $0 $4,687
Ned Doffoney (Board Memeber) $0 $0 $0
Ashley Shelton (Board Member) $0 $0 $0
Roberta Madden (Chair) $0 $0 $0
Karline Tierney (Board Member) $0 $0 $0
Judith V Herring (Board Member) $0 $0 $0
Senator Fred Mills (Board Member) $0 $0 $0
Sr Barbara Kraus (Board Member) $0 $0 $0
Margaret Ritchey (Board Member) $0 $0 $0
Martha Moore (Treasurer) $0 $0 $0

Document Links

Fiscal Year Ending Dec.
2017

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$697,605
Expenses
$1,462,084
Net Income
-$764,479
Net Assets
$5,234,524
Notable Sources of Revenue Percent of Total Revenue
Contributions $548,773
78.7%
Program Services $6,857
1.0%
Investment Income $138,798
19.9%
Bond Proceeds $0
Royalties $0
Rental Property Income $11,517
1.7%
Net Fundraising $0
Sales of Assets -$8,340
Net Inventory Sales $0
Other Revenue $0
Notable Expenses Percent of Total Expenses
Executive Compensation $241,885
16.5%
Professional Fundraising Fees $0
Other Salaries and Wages $165,059
11.3%
Assets/Debt
Total Assets $12,226,770
Total Liabilities $6,992,246
Net Assets $5,234,524
Compensation
Key Employees and Officers Compensation Related Other
Lorna Bourg (President & Ceo) $250,969 $0 $19,982
Helen Vinton (Sec Of The Bd) $25,007 $0 $4,876
Ned Doffoney (Board Memeber) $0 $0 $0
Ashley Shelton (Board Member) $0 $0 $0
Roberta Madden (Chair) $0 $0 $0
Karline Tierney (Board Member) $0 $0 $0
Judith V Herring (Board Member) $0 $0 $0
Senator Fred Mills (Board Member) $0 $0 $0
Sr Barbara Kraus (Board Member) $0 $0 $0
Margaret Ritchey (Board Member) $0 $0 $0
Martha Moore (Treasurer) $0 $0 $0

Document Links

Fiscal Year Ending Dec.
2016

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$1,243,269
Expenses
$1,666,554
Net Income
-$423,285
Net Assets
$6,074,251
Notable Sources of Revenue Percent of Total Revenue
Contributions $595,326
47.9%
Program Services $412,597
33.2%
Investment Income $127,344
10.2%
Bond Proceeds $0
Royalties $0
Rental Property Income $10,956
0.9%
Net Fundraising $0
Sales of Assets $97,046
7.8%
Net Inventory Sales $0
Other Revenue $0
Notable Expenses Percent of Total Expenses
Executive Compensation $228,996
13.7%
Professional Fundraising Fees $0
Other Salaries and Wages $130,299
7.8%
Assets/Debt
Total Assets $14,068,781
Total Liabilities $7,994,530
Net Assets $6,074,251
Compensation
Key Employees and Officers Compensation Related Other
Lorna Bourg (President & Ceo) $268,277 $0 $13,128
Helen Vinton (Sec Of The Bd) $25,007 $0 $3,891
Ned Doffoney (Board Memeber) $0 $0 $0
Ashley Shelton (Board Member) $0 $0 $0
Roberta Madden (Chair) $0 $0 $0
Karline Tierney (Board Member) $0 $0 $0
Judith V Herring (Board Member) $0 $0 $0
Senator Fred Mills (Board Member) $0 $0 $0
Sr Barbara Kraus (Board Member) $0 $0 $0
Margaret Ritchey (Board Member) $0 $0 $0
Martha Moore (Treasurer) $0 $0 $0

Document Links

Fiscal Year Ending Dec.
2015

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$1,345,978
Expenses
$1,461,941
Net Income
-$115,963
Net Assets
$6,443,157
Notable Sources of Revenue Percent of Total Revenue
Contributions $1,160,877
86.2%
Program Services $82,729
6.1%
Investment Income $93,597
7.0%
Bond Proceeds $0
Royalties $0
Rental Property Income $8,775
0.7%
Net Fundraising $0
Sales of Assets $0
Net Inventory Sales $0
Other Revenue $0
Notable Expenses Percent of Total Expenses
Executive Compensation $237,910
16.3%
Professional Fundraising Fees $0
Other Salaries and Wages $174,935
12.0%
Assets/Debt
Total Assets $14,868,129
Total Liabilities $8,424,972
Net Assets $6,443,157
Compensation
Key Employees and Officers Compensation Related Other
Lorna Bourg (President & Ceo) $259,623 $0 $925
Helen Vinton (Sec Of The Bd) $25,007 $0 $3,866
Marion Overton White (Honorary Chair) $0 $0 $0
Ned Doffoney (Board Memeber) $0 $0 $0
Ashley Shelton (Board Member) $0 $0 $0
Roberta Madden (Chair) $0 $0 $0
Karline Tierney (Board Member) $0 $0 $0
Judith V Herring (Board Member) $0 $0 $0
Senator Fred Mills (Board Member) $0 $0 $0
Sr Barbara Kraus (Board Member) $0 $0 $0
Margaret Ritchey (Board Member) $0 $0 $0
Martha Moore (Treasurer) $0 $0 $0

Document Links

Fiscal Year Ending Dec.
2014

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$697,504
Expenses
$1,560,872
Net Income
-$863,368
Net Assets
$6,663,210
Notable Sources of Revenue Percent of Total Revenue
Contributions $406,090
58.2%
Program Services $104,353
15.0%
Investment Income $181,355
26.0%
Bond Proceeds $0
Royalties $0
Rental Property Income $5,706
0.8%
Net Fundraising $0
Sales of Assets $0
Net Inventory Sales $0
Other Revenue $0
Notable Expenses Percent of Total Expenses
Executive Compensation $174,704
11.2%
Professional Fundraising Fees $0
Other Salaries and Wages $220,880
14.2%
Assets/Debt
Total Assets $15,137,064
Total Liabilities $8,473,854
Net Assets $6,663,210
Compensation
Key Employees and Officers Compensation Related Other
Lorna Bourg (President & Ceo) $231,535 $0 $16,728
Helen Vinton (Sec Of The Bd) $25,007 $0 $4,534
Marion Overton White (Honorary Chair) $0 $0 $0
Ned Doffoney (Board Memeber) $0 $0 $0
Ashley Shelton (Board Member) $0 $0 $0
Roberta Madden (Chair) $0 $0 $0
Karline Tierney (Board Member) $0 $0 $0
Judith V Herring (Board Member) $0 $0 $0
Senator Fred Mills (Board Member) $0 $0 $0
Sr Barbara Kraus (Board Member) $0 $0 $0
Margaret Ritchey (Board Member) $0 $0 $0
Martha Moore (Treasurer) $0 $0 $0

Document Links

Fiscal Year Ending Dec.
2013

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$4,514,566
Expenses
$2,584,774
Net Income
$1,929,792
Net Assets
$7,583,852
Notable Sources of Revenue Percent of Total Revenue
Contributions $702,742
15.6%
Program Services $3,693,515
81.8%
Investment Income $104,545
2.3%
Bond Proceeds $0
Royalties $0
Rental Property Income $13,764
0.3%
Net Fundraising $0
Sales of Assets $0
Net Inventory Sales $0
Other Revenue $0
Notable Expenses Percent of Total Expenses
Executive Compensation $236,319
9.1%
Professional Fundraising Fees $0
Other Salaries and Wages $299,371
11.6%
Assets/Debt
Total Assets $13,932,594
Total Liabilities $6,348,742
Net Assets $7,583,852
Compensation
Key Employees and Officers Compensation Related Other
Lorna Bourg (President & Ceo) $229,617 $0 $17,977
Helen Vinton (Sec Of The Bd) $24,042 $0 $4,908
Marion Overton White (Chairman) $0 $0 $0
Ned Doffoney (Board Memeber) $0 $0 $0
Ashley Shelton (Board Member) $0 $0 $0
Roberta Madden (Board Member) $0 $0 $0
Karline Tierney (Board Member) $0 $0 $0
Judith V Herring (Board Member) $0 $0 $0
Senator Fred Mills (Board Member) $0 $0 $0
Sr Barbara Kraus (Board Member) $0 $0 $0
Martha Moore (Treasurer) $0 $0 $0

Document Links

Fiscal Year Ending Dec.
2012

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$1,380,648
Expenses
$1,807,262
Net Income
-$426,614
Net Assets
$5,143,132
Notable Sources of Revenue Percent of Total Revenue
Contributions $966,378
70.0%
Program Services $311,537
22.6%
Investment Income $89,823
6.5%
Bond Proceeds $0
Royalties $0
Rental Property Income $17,207
1.2%
Net Fundraising -$4,297
Sales of Assets $0
Net Inventory Sales $0
Other Revenue $0
Notable Expenses Percent of Total Expenses
Executive Compensation $211,578
11.7%
Professional Fundraising Fees $0
Other Salaries and Wages $0
Assets/Debt
Total Assets $11,310,448
Total Liabilities $6,167,316
Net Assets $5,143,132

Document Links

Fiscal Year Ending Dec.
2011

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$2,188,861
Expenses
$1,915,333
Net Income
$273,528
Net Assets
$6,281,545
Notable Sources of Revenue Percent of Total Revenue
Contributions $1,940,980
88.7%
Program Services $137,764
6.3%
Investment Income $111,874
5.1%
Bond Proceeds $0
Royalties $0
Rental Property Income $750
0.0%
Net Fundraising -$2,507
Sales of Assets $0
Net Inventory Sales $0
Other Revenue $0
Notable Expenses Percent of Total Expenses
Executive Compensation $235,443
12.3%
Professional Fundraising Fees $0
Other Salaries and Wages $0
Assets/Debt
Total Assets $11,982,103
Total Liabilities $5,700,558
Net Assets $6,281,545

Document Links

Fiscal Year Ending Dec.
2010

No Extracted Financial Data

Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.

Document Links

Fiscal Year Ending Dec.
2009

No Extracted Financial Data

Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.

Document Links

Fiscal Year Ending Dec.
2008

No Extracted Financial Data

Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.

Document Links

Fiscal Year Ending Dec.
2007

No Extracted Financial Data

Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.

Document Links

Fiscal Year Ending Dec.
2006

No Extracted Financial Data

Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.

Document Links

Fiscal Year Ending Dec.
2005

No Extracted Financial Data

Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.

Document Links

Fiscal Year Ending Dec.
2004

No Extracted Financial Data

Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.

Document Links

Fiscal Year Ending Dec.
2003

No Extracted Financial Data

Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.

Document Links

Fiscal Year Ending Dec.
2002

No Extracted Financial Data

Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.

Document Links

Fiscal Year Ending Dec.
2001

No Extracted Financial Data

Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.

Document Links

About This Data

Nonprofit Explorer includes summary data for nonprofit tax returns and full Form 990 documents, in both PDF and digital formats.

The summary data contains information processed by the IRS during the 2012-2019 calendar years; this generally consists of filings for the 2011-2018 fiscal years, but may include older records. This data release includes only a subset of what can be found in the full Form 990s.

In addition to the raw summary data, we link to PDFs and digital copies of full Form 990 documents wherever possible. This consists of separate releases by the IRS of Form 990 documents processed by the agency, which we update regularly.

We also link to copies of audits nonprofit organizations that spent $750,000 or more in Federal grant money in a single fiscal year since 2016. These audits are copied from the Federal Audit Clearinghouse.

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Every organization that has been recognized as tax exempt by the IRS has to file Form 990 every year, unless they make less than $200,000 in revenue and have less than $500,000 in assets, in which case they have to file form 990-EZ. Organizations making less than $50,000 don’t have to file either form but do have to let the IRS they’re still in business via a Form 990N "e-Postcard."

Nonprofit Explorer has organizations claiming tax exemption in each of the 27 subsections of the 501(c) section of the tax code, and which have filed a Form 990, Form 990EZ or Form 990PF. Taxable trusts and private foundations that are required to file a form 990PF are also included. Small organizations filing a Form 990N "e-Postcard" are not included in this data.

Types of Nonprofits

There are 27 nonprofit designations based on the numbered subsections of section 501(c) of the tax code. See the list »

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  • Raw filing data. Includes EINs and summary financials as structured data.
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