Southern Mutual Financial Services Inc

New Iberia, LA
Tax-exempt since June 2000
EIN: 72-1462016

Receive an email when new data is available for this organization.

Type of Nonprofit

Designated as a 501(c)(3) 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: Housing, Shelter / Housing Development, Construction, Management (NTEE)

Donations to this organization are tax deductible.

Revenue

$26.4k (2024)

Expenses

$108k (2024)

Total Assets

$322k (2024)

Total Liabilities

$45.3k (2024)

Source: Form 990 tax filings from 2011 to 2024

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.
2024

Revenue

$26,356

Expenses

$108,309

Net Income

-$81,953

Net Assets

$276,750

Notable Sources of Revenue		Percent of Total Revenue
Contributions	$14,395	54.6%
Program Services	$11,933	45.3%
Investment Income	$28	0.1%
Net Fundraising	$0
Sales of Assets	$0
Net Inventory Sales	$0
Other Revenue	$0

Assets/Debt
Total Assets	$322,058
Total Liabilities	$45,308
Net Assets	$276,750

Compensation

Key Employees and Officers	Compensation	Other
Martha Moore (Member)	$0	$0
Dr Katherine C Drexter (Member)	$0	$0
Deedy Johnson Reid (Secretary)	$0	$0
Lorna Bourg (Treasurer)	$0	$0
Dr Phebe Hayes (President)	$0	$0

+ View more people

990-EZ

Filed on May 15, 2025

Short form tax return for a nonprofit’s activities, finances, and governance

View Filing

Schedules ▼

XML

Fiscal Year Ending Dec.
2023

Revenue

$36,051

Expenses

$100,455

Net Income

-$64,404

Net Assets

$358,703

Notable Sources of Revenue		Percent of Total Revenue
Contributions	$22,755	63.1%
Program Services	$13,249	36.8%
Investment Income	$47	0.1%
Net Fundraising	$0
Sales of Assets	$0
Net Inventory Sales	$0
Other Revenue	$0

Assets/Debt
Total Assets	$411,450
Total Liabilities	$52,747
Net Assets	$358,703

Compensation

Key Employees and Officers	Compensation	Other
Martha Moore (Member)	$0	$0
Dr Katherine C Drexter (Member)	$0	$0
Deedy Johnson Reid (Secretary)	$0	$0
Lorna Bourg (Treasurer)	$0	$0
Dr Phebe Hayes (President)	$0	$0

+ View more people

990-EZ

Filed on May 13, 2024

Short form tax return for a nonprofit’s activities, finances, and governance

View Filing

Schedules ▼

PDF XML

Fiscal Year Ending Dec.
2022

Revenue

-$2,318

Expenses

$127,725

Net Income

-$130,043

Net Assets

$423,107

Notable Sources of Revenue		Percent of Total Revenue
Contributions	$16,069
Program Services	$15,954
Investment Income	$80
Net Fundraising	$0
Sales of Assets	$0
Net Inventory Sales	-$34,421
Other Revenue	$0

Assets/Debt
Total Assets	$435,365
Total Liabilities	$12,258
Net Assets	$423,107

Compensation

Key Employees and Officers	Compensation	Other
Martha Moore (Member)	$0	$0
Helen Vinton (Secretary)	$0	$0
Lorna Bourg (Treasurer)	$0	$0
Dr Phebe Hayes (President)	$0	$0

+ View more people

990-EZ

Filed on May 8, 2023

Short form tax return for a nonprofit’s activities, finances, and governance

View Filing

Schedules ▼

PDF XML

Fiscal Year Ending Dec.
2021

Revenue

$39,828

Expenses

$140,150

Net Income

-$100,322

Net Assets

$553,150

Notable Sources of Revenue		Percent of Total Revenue
Contributions	$16,793	42.2%
Program Services	$22,585	56.7%
Investment Income	$450	1.1%
Bond Proceeds	$0
Royalties	$0
Rental Property Income	$0
Net Fundraising	$0
Sales of Assets	$0
Net Inventory Sales	$0
Other Revenue	$0

Notable Expenses		Percent of Total Expenses
Executive Compensation	$0
Professional Fundraising Fees	$0
Other Salaries and Wages	$32,013	22.8%

Assets/Debt
Total Assets	$754,206
Total Liabilities	$201,056
Net Assets	$553,150

Compensation

Key Employees and Officers	Compensation	Related	Other
Lorna Bourg (Treasurer)	$0	$116,164	$18,973
Helen Vinton (Secretary)	$0	$0	$4,324
Martha Moore (Member)	$0	$0	$0
Lionel Metz (Board Member)	$0	$0	$0
Dr Phebe Hayes (President)	$0	$0	$0

+ View more people

990

Filed on June 2, 2022

Primary tax return for a nonprofit’s activities, finances, and governance

View Filing

Schedules ▼

XML

Fiscal Year Ending Dec.
2020

Revenue

$94,822

Expenses

$140,078

Net Income

-$45,256

Net Assets

$653,472

Notable Sources of Revenue		Percent of Total Revenue
Contributions	$63,109	66.6%
Program Services	$30,060	31.7%
Investment Income	$1,653	1.7%
Bond Proceeds	$0
Royalties	$0
Rental Property Income	$0
Net Fundraising	$0
Sales of Assets	$0
Net Inventory Sales	$0
Other Revenue	$0

Notable Expenses		Percent of Total Expenses
Executive Compensation	$0
Professional Fundraising Fees	$0
Other Salaries and Wages	$32,909	23.5%

Assets/Debt
Total Assets	$909,954
Total Liabilities	$256,482
Net Assets	$653,472

Compensation

Key Employees and Officers	Compensation	Related	Other
Lorna Bourg (Treasurer)	$0	$135,177	$17,354
Helen Vinton (Secretary)	$0	$0	$4,218
Martha Moore (Member)	$0	$0	$0
Scott Sutton (President)	$0	$0	$0

+ View more people

990

Filed on April 26, 2021

Primary tax return for a nonprofit’s activities, finances, and governance

View Filing

Schedules ▼

PDF XML

Fiscal Year Ending Dec.
2019

Revenue

$69,967

Expenses

$190,179

Net Income

-$120,212

Net Assets

$698,728

Notable Sources of Revenue		Percent of Total Revenue
Contributions	$34,891	49.9%
Program Services	$31,897	45.6%
Investment Income	$3,179	4.5%
Bond Proceeds	$0
Royalties	$0
Rental Property Income	$0
Net Fundraising	$0
Sales of Assets	$0
Net Inventory Sales	$0
Other Revenue	$0

Notable Expenses		Percent of Total Expenses
Executive Compensation	$0
Professional Fundraising Fees	$0
Other Salaries and Wages	$32,633	17.2%

Assets/Debt
Total Assets	$1,037,646
Total Liabilities	$338,918
Net Assets	$698,728

Compensation

Key Employees and Officers	Compensation	Related	Other
Lorna Bourg (Treasurer)	$0	$177,409	$17,162
Helen Vinton (Secretary)	$0	$206	$5,398
Martha Moore (Member)	$0	$0	$0
Scott Sutton (President)	$0	$0	$0

+ View more people

990

Filed on May 14, 2020

Primary tax return for a nonprofit’s activities, finances, and governance

View Filing

Schedules ▼

PDF XML

Fiscal Year Ending Dec.
2018

Revenue

$145,892

Expenses

$171,529

Net Income

-$25,637

Net Assets

$818,940

Notable Sources of Revenue		Percent of Total Revenue
Contributions	$91,478	62.7%
Program Services	$50,213	34.4%
Investment Income	$4,201	2.9%
Bond Proceeds	$0
Royalties	$0
Rental Property Income	$0
Net Fundraising	$0
Sales of Assets	$0
Net Inventory Sales	$0
Other Revenue	$0

Notable Expenses		Percent of Total Expenses
Executive Compensation	$0
Professional Fundraising Fees	$0
Other Salaries and Wages	$34,693	20.2%

Assets/Debt
Total Assets	$1,149,392
Total Liabilities	$330,452
Net Assets	$818,940

Compensation

Key Employees and Officers	Compensation	Related	Other
Martha Moore (Member)	$0	$0	$0
Helen Vinton (Secretary)	$0	$17,312	$3,145
Lorna Bourg (Treasurer)	$0	$207,698	$19,584
Scott Sutton (President)	$0	$0	$0

+ View more people

990

Filed on May 8, 2019

Primary tax return for a nonprofit’s activities, finances, and governance

View Filing

Schedules ▼

PDF XML

Fiscal Year Ending Dec.
2017

Revenue

$129,579

Expenses

$204,130

Net Income

-$74,551

Net Assets

$844,577

Notable Sources of Revenue		Percent of Total Revenue
Contributions	$86,283	66.6%
Program Services	$38,956	30.1%
Investment Income	$4,340	3.3%
Bond Proceeds	$0
Royalties	$0
Rental Property Income	$0
Net Fundraising	$0
Sales of Assets	$0
Net Inventory Sales	$0
Other Revenue	$0

Notable Expenses		Percent of Total Expenses
Executive Compensation	$0
Professional Fundraising Fees	$0
Other Salaries and Wages	$35,676	17.5%

Assets/Debt
Total Assets	$1,313,212
Total Liabilities	$468,635
Net Assets	$844,577

Compensation

Key Employees and Officers	Compensation	Related	Other
Martha Moore (Member)	$0	$0	$0
Helen Vinton (Secretary)	$0	$25,007	$2,863
Lorna Bourg (Treasurer)	$0	$250,969	$17,490
Scott Sutton (President)	$0	$0	$0

+ View more people

990

Filed on May 15, 2018

Primary tax return for a nonprofit’s activities, finances, and governance

View Filing

Schedules ▼

PDF XML

Fiscal Year Ending Dec.
2016

Revenue

$387,943

Expenses

$227,683

Net Income

$160,260

Net Assets

$919,128

Notable Sources of Revenue		Percent of Total Revenue
Contributions	$125,905	32.5%
Program Services	$258,910	66.7%
Investment Income	$3,128	0.8%
Bond Proceeds	$0
Royalties	$0
Rental Property Income	$0
Net Fundraising	$0
Sales of Assets	$0
Net Inventory Sales	$0
Other Revenue	$0

Notable Expenses		Percent of Total Expenses
Executive Compensation	$0
Professional Fundraising Fees	$0
Other Salaries and Wages	$34,040	15.0%

Assets/Debt
Total Assets	$1,324,365
Total Liabilities	$405,237
Net Assets	$919,128

Compensation

Key Employees and Officers	Compensation	Related	Other
Martha Moore (Member)	$0	$0	$0
Helen Vinton (Secretary)	$0	$25,007	$3,891
Lorna Bourg (Treasurer)	$0	$268,277	$13,128
Scott Sutton (President)	$0	$0	$0

+ View more people

990

Filed on May 3, 2017

Primary tax return for a nonprofit’s activities, finances, and governance

View Filing

Schedules ▼

PDF XML

Fiscal Year Ending Dec.
2015

Revenue

$155,015

Expenses

$225,741

Net Income

-$70,726

Net Assets

$758,868

Notable Sources of Revenue		Percent of Total Revenue
Contributions	$98,779	63.7%
Program Services	$53,480	34.5%
Investment Income	$2,756	1.8%
Bond Proceeds	$0
Royalties	$0
Rental Property Income	$0
Net Fundraising	$0
Sales of Assets	$0
Net Inventory Sales	$0
Other Revenue	$0

Notable Expenses		Percent of Total Expenses
Executive Compensation	$0
Professional Fundraising Fees	$0
Other Salaries and Wages	$61,188	27.1%

Assets/Debt
Total Assets	$1,346,831
Total Liabilities	$587,963
Net Assets	$758,868

Compensation

Key Employees and Officers	Compensation	Related	Other
Martha Moore (Member)	$0	$0	$0
Helen Vinton (Secretary)	$0	$25,007	$3,866
Lorna Bourg (Treasurer)	$0	$259,623	$925
Scott Sutton (President)	$0	$0	$0

+ View more people

990

Filed on May 10, 2016

Primary tax return for a nonprofit’s activities, finances, and governance

View Filing

Schedules ▼

PDF XML

Fiscal Year Ending Dec.
2014

Revenue

$270,517

Expenses

$397,184

Net Income

-$126,667

Net Assets

$829,594

Notable Sources of Revenue		Percent of Total Revenue
Contributions	$177,101	65.5%
Program Services	$90,859	33.6%
Investment Income	$2,557	0.9%
Bond Proceeds	$0
Royalties	$0
Rental Property Income	$0
Net Fundraising	$0
Sales of Assets	$0
Net Inventory Sales	$0
Other Revenue	$0

Notable Expenses		Percent of Total Expenses
Executive Compensation	$0
Professional Fundraising Fees	$0
Other Salaries and Wages	$93,479	23.5%

Assets/Debt
Total Assets	$1,208,817
Total Liabilities	$379,223
Net Assets	$829,594

Compensation

Key Employees and Officers	Compensation	Related	Other
Martha Moore (Member)	$0	$0	$0
Helen Vinton (Secretary)	$0	$25,007	$4,534
Lorna Bourg (Treasurer)	$0	$231,535	$16,728
Scott Sutton (President)	$0	$0	$0

+ View more people

990

Filed on May 11, 2015

Primary tax return for a nonprofit’s activities, finances, and governance

View Filing

Schedules ▼

PDF XML

Fiscal Year Ending Dec.
2013

Revenue

$259,385

Expenses

$210,834

Net Income

$48,551

Net Assets

$956,261

Notable Sources of Revenue		Percent of Total Revenue
Contributions	$90,808	35.0%
Program Services	$165,885	64.0%
Investment Income	$2,692	1.0%
Bond Proceeds	$0
Royalties	$0
Rental Property Income	$0
Net Fundraising	$0
Sales of Assets	$0
Net Inventory Sales	$0
Other Revenue	$0

Notable Expenses		Percent of Total Expenses
Executive Compensation	$0
Professional Fundraising Fees	$0
Other Salaries and Wages	$78,531	37.2%

Assets/Debt
Total Assets	$2,155,405
Total Liabilities	$1,199,144
Net Assets	$956,261

Compensation

Key Employees and Officers	Compensation	Related	Other
Martha Moore (Member)	$0	$0	$0
Helen Vinton (Secretary)	$0	$24,042	$4,908
Lorna Bourg (Treasurer)	$0	$229,617	$17,977
Scott Sutton (President)	$0	$0	$0

+ View more people

990

Filed on May 14, 2014

Primary tax return for a nonprofit’s activities, finances, and governance

View Filing

Schedules ▼

PDF XML

Fiscal Year Ending Dec.
2012

Revenue

$243,836

Expenses

$258,045

Net Income

-$14,209

Net Assets

$907,710

Notable Sources of Revenue		Percent of Total Revenue
Contributions	$119,622	49.1%
Program Services	$120,445	49.4%
Investment Income	$3,769	1.5%
Bond Proceeds	$0
Royalties	$0
Rental Property Income	$0
Net Fundraising	$0
Sales of Assets	$0
Net Inventory Sales	$0
Other Revenue	$0

Notable Expenses		Percent of Total Expenses
Executive Compensation	$0
Professional Fundraising Fees	$0
Other Salaries and Wages	$77,392	30.0%

Assets/Debt
Total Assets	$2,195,255
Total Liabilities	$1,287,545
Net Assets	$907,710

990

Primary tax return for a nonprofit’s activities, finances, and governance

PDF

Fiscal Year Ending Dec.
2011

Revenue

$184,682

Expenses

$262,995

Net Income

-$78,313

Net Assets

$921,919

Notable Sources of Revenue		Percent of Total Revenue
Contributions	$91,293	49.4%
Program Services	$84,511	45.8%
Investment Income	$8,878	4.8%
Bond Proceeds	$0
Royalties	$0
Rental Property Income	$0
Net Fundraising	$0
Sales of Assets	$0
Net Inventory Sales	$0
Other Revenue	$0

Notable Expenses		Percent of Total Expenses
Executive Compensation	$0
Professional Fundraising Fees	$0
Other Salaries and Wages	$50,255	19.1%

Assets/Debt
Total Assets	$1,838,144
Total Liabilities	$916,225
Net Assets	$921,919

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.

Which Organizations Are Here?

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 »

Get the Data

For those interested in acquiring the original data from the source, here’s where our data comes from:

Raw filing data. Includes EINs and summary financials as structured data.
Exempt Organization profiles. Includes organization names, addresses, etc. You can merge this with the raw filing data using EIN numbers.
Form 990 documents. Prior to 2017, these documents were obtained and processed by Public.Resource.org and ProPublica. Bulk PDF downloads since 2017 are available from the IRS.
Form 990 documents as XML files. Includes complete filing data (financial details, names of officers, tax schedules, etc.) in machine-readable format. Only available for electronically filed documents. Electronic data released prior to October 2021 is also available through Amazon Web Services.
Audits. PDFs of single or program-specific audits for nonprofit organizations that spent $750,000 or more in Federal grant money in a single fiscal year. Available for fiscal year 2015 and later.

API

The data powering this website is available programmatically, via an API. Read the API documentation »

See an issue with the data?

Nonprofit Explorer

Browse millions of annual returns filed by tax-exempt organizations with ProPublica’s Nonprofit Explorer. See details like executive compensation, revenue, expenses and more. Search for an organization or a person, or search the full text of filings.

By Andrea Suozzo, Alec Glassford, Ash Ngu and Brandon Roberts.

Design by Jeff Frankl. Additional development by Ken Schwencke, Mike Tigas, and Sisi Wei.

E-file viewer adapted from IRS e-File Viewer by Ben Getson. Code for scraping audit documents adapated from Govwiki.

Updated December 22, 2025

Southern Mutual Financial Services Inc

Organization summary

Type of Nonprofit

Summary charts: organization finances over time

Revenue $26.4k (2024)

Expenses $108k (2024)

Total Assets $322k (2024)

Total Liabilities $45.3k (2024)

Tax Filings by Year

Fiscal Year Ending Dec. 2024

Extracted Financial Data

Extracted Financial Data from 990-EZ

Compensation

Document Links

990-EZ

Fiscal Year Ending Dec. 2023

Extracted Financial Data

Extracted Financial Data from 990-EZ

Compensation

Document Links

990-EZ

Fiscal Year Ending Dec. 2022

Extracted Financial Data

Extracted Financial Data from 990-EZ

Compensation

Document Links

990-EZ

Fiscal Year Ending Dec. 2021

Extracted Financial Data

Extracted Financial Data from Form 990

Compensation

Document Links

990

Fiscal Year Ending Dec. 2020

Extracted Financial Data

Extracted Financial Data from Form 990

Compensation

Document Links

990

Fiscal Year Ending Dec. 2019

Extracted Financial Data

Extracted Financial Data from Form 990

Compensation

Document Links

990

Fiscal Year Ending Dec. 2018

Extracted Financial Data

Extracted Financial Data from Form 990

Compensation

Document Links

990

Fiscal Year Ending Dec. 2017

Extracted Financial Data

Extracted Financial Data from Form 990

Compensation

Document Links

990

Fiscal Year Ending Dec. 2016

Extracted Financial Data

Extracted Financial Data from Form 990

Compensation

Document Links

990

Fiscal Year Ending Dec. 2015

Extracted Financial Data

Extracted Financial Data from Form 990

Compensation

Document Links

990

Fiscal Year Ending Dec. 2014

Extracted Financial Data

Extracted Financial Data from Form 990

Compensation

Document Links

990

Fiscal Year Ending Dec. 2013

Extracted Financial Data

Extracted Financial Data from Form 990

Compensation

Document Links

Revenue

$26.4k (2024)

Expenses

$108k (2024)

Total Assets

$322k (2024)

Total Liabilities

$45.3k (2024)

Fiscal Year Ending Dec.
2024

Fiscal Year Ending Dec.
2023

Fiscal Year Ending Dec.
2022

Fiscal Year Ending Dec.
2021

Fiscal Year Ending Dec.
2020

Fiscal Year Ending Dec.
2019

Fiscal Year Ending Dec.
2018

Fiscal Year Ending Dec.
2017

Fiscal Year Ending Dec.
2016

Fiscal Year Ending Dec.
2015

Fiscal Year Ending Dec.
2014

Fiscal Year Ending Dec.
2013

Fiscal Year Ending Dec.
2012

Fiscal Year Ending Dec.
2011

Fiscal Year Ending Dec.
2010

Fiscal Year Ending Dec.
2009

Fiscal Year Ending Dec.
2008

Fiscal Year Ending Dec.
2007

Fiscal Year Ending Dec.
2006

Fiscal Year Ending Dec.
2005

Fiscal Year Ending Dec.
2004

Fiscal Year Ending Dec.
2003

Fiscal Year Ending Dec.
2002

Fiscal Year Ending Dec.
2001