Civic Intelligence

Southern Mutual Financial Services Inc

EIN 72-1462016 • 501(c)3 • New Iberia, LA

Profile

The organization is a community development financial institution (cdfi) concerned with quality of life of very low,low & moderate income persons especially pertaining to affordable housing,home ownership training ed. & financial budgeting especially in nine rural parishes.

3602 Old Jeanerette RoadNew Iberia, LA 70563

www.southernmutualhelp.org

Siviq Scores

Precomputed percentiles relative to similar nonprofits. These scores are descriptive rather than judgmental.

Liabilities / Assets

81st percentile

0.14x

Higher debt load relative to assets than 81% of similar nonprofits.

501(c)3 • <$500k nonprofits • Source year 2024

Liabilities / Revenue

96th percentile

1.72x

Higher debt load relative to revenue than 96% of similar nonprofits.

501(c)3 • <$500k nonprofits • Source year 2024

Net Margin

5th percentile

-311%

Higher net margin than 5% of similar nonprofits.

501(c)3 • <$500k nonprofits • Source year 2024

Top Officer Pay

81st percentile

$0

Higher top officer pay than 81% of similar nonprofits.

Top officer pay equals 0.0% of source-year revenue.

501(c)3 • <$500k nonprofits • Source year 2024

Asset Growth

31st percentile

-22%

Faster asset growth than 31% of similar nonprofits.

501(c)3 • <$500k nonprofits • Annualized from 2023 to 2024

Revenue Growth

29th percentile

-27%

Faster revenue growth than 29% of similar nonprofits.

501(c)3 • <$500k nonprofits • Annualized from 2023 to 2024

Balance Sheet
Liabilities / Assets81st percentile

Assets

Down

$322,058

Down $89,392 (-22%) from 2023

Liabilities

Down

$45,308

Down $7,439 (-14%) from 2023

Net Assets

Down

$276,750

Down $81,953 (-23%) from 2023

Operations
Liabilities / Revenue96th percentileNet Margin5th percentile

Revenue

Down

$26,356

Down $9,695 (-27%) from 2023

Expenses

Up

$108,309

Up $7,854 (+7.8%) from 2023

Net Income

Down

-$81,953

Down $17,549 (-27%) from 2023

Trend Graphs

Balance Sheet Trend

Asset Growth31st percentile

Grouped bars show assets, liabilities, and net assets across loaded filings.

$3.0M$2.0M$1.0M$0Assets 2010: $1,759,187Liabilities 2010: $758,955Net Assets 2010: $1,000,2322010Assets 2011: $1,838,144Liabilities 2011: $916,225Net Assets 2011: $921,9192011Assets 2012: $2,195,255Liabilities 2012: $1,287,545Net Assets 2012: $907,7102012Assets 2013: $2,155,405Liabilities 2013: $1,199,144Net Assets 2013: $956,2612013Assets 2014: $1,208,817Liabilities 2014: $379,223Net Assets 2014: $829,5942014Assets 2015: $1,346,831Liabilities 2015: $587,963Net Assets 2015: $758,8682015Assets 2016: $1,324,365Liabilities 2016: $405,237Net Assets 2016: $919,1282016Assets 2017: $1,313,212Liabilities 2017: $468,635Net Assets 2017: $844,5772017Assets 2018: $1,149,392Liabilities 2018: $330,452Net Assets 2018: $818,9402018Assets 2019: $1,037,646Liabilities 2019: $338,918Net Assets 2019: $698,7282019Assets 2020: $909,954Liabilities 2020: $256,482Net Assets 2020: $653,4722020Assets 2021: $754,206Liabilities 2021: $201,056Net Assets 2021: $553,1502021Assets 2022: $435,365Liabilities 2022: $12,258Net Assets 2022: $423,1072022Assets 2023: $411,450Liabilities 2023: $52,747Net Assets 2023: $358,7032023Assets 2024: $322,058Liabilities 2024: $45,308Net Assets 2024: $276,7502024

Highlighted filing

2024

Assets$322,058
Liabilities$45,308
Net Assets$276,750
Open 2024 Filing

Operations Trend

Revenue Growth29th percentile

Revenue, expenses, and net income by year, with the latest filing highlighted.

$400K$200K$0-$200KExpenses 2010: $381,7402010Revenue 2011: $184,682Expenses 2011: $262,995Net Income 2011: -$78,3132011Expenses 2012: $258,0452012Revenue 2013: $259,385Expenses 2013: $210,834Net Income 2013: $48,5512013Revenue 2014: $270,517Expenses 2014: $397,184Net Income 2014: -$126,6672014Revenue 2015: $155,015Expenses 2015: $225,741Net Income 2015: -$70,7262015Revenue 2016: $387,943Expenses 2016: $227,683Net Income 2016: $160,2602016Revenue 2017: $129,579Expenses 2017: $204,130Net Income 2017: -$74,5512017Revenue 2018: $145,892Expenses 2018: $171,529Net Income 2018: -$25,6372018Revenue 2019: $69,967Expenses 2019: $190,179Net Income 2019: -$120,2122019Revenue 2020: $94,822Expenses 2020: $140,078Net Income 2020: -$45,2562020Revenue 2021: $39,828Expenses 2021: $140,150Net Income 2021: -$100,3222021Revenue 2022: -$2,318Expenses 2022: $127,725Net Income 2022: -$130,0432022Revenue 2023: $36,051Expenses 2023: $100,455Net Income 2023: -$64,4042023Revenue 2024: $26,356Expenses 2024: $108,309Net Income 2024: -$81,9532024

Highlighted filing

2024

Revenue$26,356
Expenses$108,309
Net Income-$81,953
Open 2024 Filing

Filings

Most recent year

2024 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$322,058
Liabilities
$45,308
Net assets
$276,750
Revenue
$26,356
Expenses
$108,309
Net income
-$81,953
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$0.32$0.05$0.28$0.03$0.11$0.08
2023XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.41$0.05$0.36$0.04$0.10$0.06
2022XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.44$0.01$0.42$0.00$0.13$0.13
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.75$0.20$0.55$0.04$0.14$0.10
2020Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.91$0.26$0.65$0.09$0.14$0.05
2019XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.04$0.34$0.70$0.07$0.19$0.12
2018XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.15$0.33$0.82$0.15$0.17$0.03
2017XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.31$0.47$0.84$0.13$0.20$0.07
2016XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.32$0.41$0.92$0.39$0.23$0.16
2015Detailed filing. Detailed filing data is available for this year.$1.35$0.59$0.76$0.16$0.23$0.07
2014XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.21$0.38$0.83$0.27$0.40$0.13
2013Detailed filing. Detailed filing data is available for this year.$2.16$1.20$0.96$0.26$0.21$0.05
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$2.20$1.29$0.91$0.26
2011Summary only. Only limited summary data is available for this year.$1.84$0.92$0.92$0.18$0.26$0.08
2010Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.76$0.76$1.00$0.38
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jan 1, 2024 to Dec 31, 2024
Signed
May 15, 2025
Return Version
2024v5.1
Gross Receipts
$26,356
Mission and Program Overview

Mission

The organization is a community development financial institution (cdfi) concerned with quality of life of very low,low & moderate income persons especially pertaining to affordable housing,home ownership training ed. & financial budgeting especially in nine rural parishes.

Program Services

DescriptionGrantsExpenses
(A) LENDING PROGRAMSMFS IS COMMITTED TO PROVIDING ACCESSIBLE CAPITAL THROUGH FINANCIAL PRODUCTS AND ARMS-LENGTH TRANSACTIONS TO VERY LOW, LOW AND MODERATE INCOME PERSONS.-$47,538
(B) FAMILY AND COMMUNITY DEVELOPMENT PROGRAMSMFS IS COMMITTED TO CREATING HEALTHY COMMUNITIES BY PROVIDING EDUCATION AND TRAINING TO HELP FAMILIES BUILD AND MAINTAIN THEIR ASSETS AND BUILD THEIR WEALTH.THE FAMILY AND COMMUNITY DEVELOPMENT PROGRAM INCLUDES:(1) HOMEOWNERSHIP COUNSELING - GIVES POTENTIAL HOMEOWNERS HANDS-ON EXPERIENCE IN PURCHASING OR CONSTRUCTING A HOME, HOW MORTGAGE LENDING WORKS, BUDGETING, AND WHAT HOMEOWNERSHIP COULD MEAN IN THEIR LIVES.(2) FINANCIAL BUDGETING - PROVIDES TRAINING AND TECHNICAL ASSISTANCE TO VERY LOW, LOW AND MODERATE INCOME FAMILIES IN PREPARATION AND MAINTENANCE OF A FINANCIAL BUDGET.(3) SKILL TRANSFER TRAINING - PROMOTES SELF-SUFFICIENCY BY TEACHING PEOPLE HOW THEY CAN SAVE MONEY BY DOING THEIR OWN HOME REPAIRS AND MAINTENANCE AND KEEP THE VALUE IN THEIR HOMES.-$43,250
Compensation and Service Providers
Top Officer Pay81st percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
MARTHA MOOREMember-$0--
DR KATHERINE C DREXTERMember-$0--
DEEDY JOHNSON-REIDSecretary-$0--
LORNA BOURGTreasurerPT$0--
DR PHEBE HAYESPresident-$0--
Filing and Contact Details

Filer

Filer Name
Southern Mutual Financial Services Inc
EIN
72-1462016
Phone
3373673277
Address
3602 OLD JEANERETTE ROAD, NEW IBERIA, LA 70563

Signing Officer

Name
Lorna Bourg
Title
Treasurer
Signed
2025-05-15
Discuss with paid preparer
Yes

Preparer

Firm
Kolder Slaven & Company LLC
Address
450 East Main, New Iberia, LA 70560
Preparer
Arthur R Mixon CPA
Phone
3373679204
Supplemental Narrative

Additional Explanations

Other Expenses.1002

“Office Expenses $2712”

Other Expenses.1005

“Travel $30”

Other Expenses.1008

“Interest $800”

Other Expenses.1012

“Insurance $4845”

Other Expenses.1

“DEBT FOREGIVENESS $19965”

Other Expenses.2

“LABOR $14395”

Other Expenses.3

“Computer training and service $3920”

Other Expenses.4

“Provision for loan loss $3433”

Other Expenses.5

“Recordation and misc fees $1921”

Other Expenses.6

“MEMBERSHIPS $250”

Other Expenses.7

“EDUCATION $115”

Other Assets.1005

“Accounts Receivable - Beginning $322390 Accounts Receivable - Ending $224024”

Other Assets.1

“ACCRUED INTEREST RECEIVABLE - Beginning $1709 ACCRUED INTEREST RECEIVABLE - Ending $1497”

Other Assets.2

“DUE FROM RELATED PARTY - Beginning $20000 DUE FROM RELATED PARTY - Ending $20000”

Total Liabilities.1001

“Accounts Payable and Accrued Expenses - Beginning $1081 Accounts Payable and Accrued Expenses - Ending $0”

Total Liabilities.1005

“Escrow Account Liability - Beginning $11666 Escrow Account Liability - Ending $5308”

Total Liabilities.1007

“Secured Mortgages and Notes Payable - Beginning $40000 Secured Mortgages and Notes Payable - Ending $40000”

Raw XML Appendix192 raw XML fields

This appendix keeps the raw XML leaves available for debugging and edge-case review. The human report above is the primary experience.

Path#Value
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IRS990EZ/BooksInCareOfDetail/PhoneNum03373679204
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IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0NEW IBERIA
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0LA
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd070560
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt067351
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IRS990EZ/ChgMadeToOrgnzngDocNotRptInd0false
IRS990EZ/ContributionsGiftsGrantsEtcAmt014395
IRS990EZ/CostOfGoodsSoldAmt00
IRS990EZ/CostOrOtherBasisExpenseSaleAmt00
IRS990EZ/DonorAdvisedFndsInd0false
IRS990EZ/EngagedInExcessBenefitTransInd0false
IRS990EZ/ExcessOrDeficitForYearAmt0-81953
IRS990EZ/FeesAndOtherPymtToIndCntrctAmt020466
IRS990EZ/FiledScheduleAInd0true
IRS990EZ/ForeignFinancialAccountInd0false
IRS990EZ/ForeignOfficeInd0false
IRS990EZ/Form1120PolFiledInd0false
IRS990EZ/Form990TotalAssetsGrp/BOYAmt0411450
IRS990EZ/Form990TotalAssetsGrp/EOYAmt0322058
IRS990EZ/FundraisingGrossIncomeAmt00
IRS990EZ/GrossReceiptsAmt026356
IRS990EZ/InfoInScheduleOPartIIInd0X
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/InvestmentIncomeAmt028
IRS990EZ/LobbyingActivitiesInd0false
IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MethodOfAccountingAccrualInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt0358703
IRS990EZ/NetAssetsOrFundBalancesEOYAmt0276750
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt0358703
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt0276750
IRS990EZ/OccupancyRentUtltsAndMaintAmt03678
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt01.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt11.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt21.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt36.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt42.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt40
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0MARTHA MOORE
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1DR KATHERINE C DREXTER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2DEEDY JOHNSON-REID
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3LORNA BOURG
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm4DR PHEBE HAYES
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0MEMBER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1MEMBER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2Secretary
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3Treasurer
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt4President
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherAssetsTotalDetail/BOYAmt0344099
IRS990EZ/OtherAssetsTotalDetail/EOYAmt0245521
IRS990EZ/OtherExpensesTotalAmt052386
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0THE ORGANIZATION IS A COMMUNITY DEVELOPMENT FINANCIAL INSTITUTION (CDFI) CONCERNED WITH QUALITY OF LIFE OF VERY LOW,LOW & MODERATE INCOME PERSONS ESPECIALLY PERTAINING TO AFFORDABLE HOUSING,HOME OWNERSHIP TRAINING ED. & FINANCIAL BUDGETING ESPECIALLY IN NINE RURAL PARISHES.
IRS990EZ/PrintingPublicationsPostageAmt076
IRS990EZ/ProgramServiceRevenueAmt011933
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0(A) LENDING PROGRAMSMFS IS COMMITTED TO PROVIDING ACCESSIBLE CAPITAL THROUGH FINANCIAL PRODUCTS AND ARMS-LENGTH TRANSACTIONS TO VERY LOW, LOW AND MODERATE INCOME PERSONS.
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt1(B) FAMILY AND COMMUNITY DEVELOPMENT PROGRAMSMFS IS COMMITTED TO CREATING HEALTHY COMMUNITIES BY PROVIDING EDUCATION AND TRAINING TO HELP FAMILIES BUILD AND MAINTAIN THEIR ASSETS AND BUILD THEIR WEALTH.THE FAMILY AND COMMUNITY DEVELOPMENT PROGRAM INCLUDES:(1) HOMEOWNERSHIP COUNSELING - GIVES POTENTIAL HOMEOWNERS HANDS-ON EXPERIENCE IN PURCHASING OR CONSTRUCTING A HOME, HOW MORTGAGE LENDING WORKS, BUDGETING, AND WHAT HOMEOWNERSHIP COULD MEAN IN THEIR LIVES.(2) FINANCIAL BUDGETING - PROVIDES TRAINING AND TECHNICAL ASSISTANCE TO VERY LOW, LOW AND MODERATE INCOME FAMILIES IN PREPARATION AND MAINTENANCE OF A FINANCIAL BUDGET.(3) SKILL TRANSFER TRAINING - PROMOTES SELF-SUFFICIENCY BY TEACHING PEOPLE HOW THEY CAN SAVE MONEY BY DOING THEIR OWN HOME REPAIRS AND MAINTENANCE AND KEEP THE VALUE IN THEIR HOMES.
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt047538
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt143250
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/SalariesOtherCompEmplBnftAmt031703
IRS990EZ/SchoolOperatingInd0false
IRS990EZ/SpecialEventsDirectExpensesAmt00
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/SumOfTotalLiabilitiesGrp/BOYAmt052747
IRS990EZ/SumOfTotalLiabilitiesGrp/EOYAmt045308
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TaxImposedOnOrganizationMgrAmt00
IRS990EZ/TaxImposedUnderIRC4911Amt00
IRS990EZ/TaxImposedUnderIRC4912Amt00
IRS990EZ/TaxImposedUnderIRC4955Amt00
IRS990EZ/TaxReimbursedByOrganizationAmt00
IRS990EZ/TotalExpensesAmt0108309
IRS990EZ/TotalProgramServiceExpensesAmt090788
IRS990EZ/TotalRevenueAmt026356
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990EZ/WebsiteAddressTxt0www.southernmutualhelp.org
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearAmt014395
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus1YearAmt022755
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus2YearsAmt016069
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus3YearsAmt016793
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus4YearsAmt069709
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/TotalAmt0139721
IRS990ScheduleA/GovtFurnSrvcFcltsVl170Grp/TotalAmt00
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearAmt028
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus1YearAmt047
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus2YearsAmt080
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus3YearsAmt0450
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus4YearsAmt01653
IRS990ScheduleA/GrossInvestmentIncome170Grp/TotalAmt02258
IRS990ScheduleA/OtherIncome170Grp/TotalAmt00
IRS990ScheduleA/PublicOrganization170Ind0X
IRS990ScheduleA/PublicSupportCY170Pct00.98410
IRS990ScheduleA/PublicSupportPY170Pct00.96730
IRS990ScheduleA/PublicSupportTotal170Amt0139721
IRS990ScheduleA/SubstantialContributorsTotAmt00
IRS990ScheduleA/TaxRevLeviedOrgnztnlBnft170Grp/TotalAmt00
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY170Ind0X
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearAmt014395
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus1YearAmt022755
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus2YearsAmt016069
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus3YearsAmt016793
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus4YearsAmt069709
IRS990ScheduleA/TotalCalendarYear170Grp/TotalAmt0139721
IRS990ScheduleA/TotalSupportAmt0141979
IRS990ScheduleA/UnrelatedBusinessNetIncm170Grp/TotalAmt00
IRS990ScheduleB/ContributorInformationGrp/ContributorBusinessName/BusinessNameLine10RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorNum0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine10RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine20RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/City0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/State0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/ZIPCode0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/TotalContributionsAmt0RESTRICTED
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0Office Expenses $2712
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1Travel $30
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2Interest $800
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3Insurance $4845
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4DEBT FOREGIVENESS $19965
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5LABOR $14395
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt6COMPUTER TRAINING AND SERVICE $3920
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt7PROVISION FOR LOAN LOSS $3433
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt8RECORDATION AND MISC FEES $1921
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt9MEMBERSHIPS $250
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt10EDUCATION $115
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt11Accounts Receivable - Beginning $322390 Accounts Receivable - Ending $224024
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt12ACCRUED INTEREST RECEIVABLE - Beginning $1709 ACCRUED INTEREST RECEIVABLE - Ending $1497
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt13DUE FROM RELATED PARTY - Beginning $20000 DUE FROM RELATED PARTY - Ending $20000
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt14Accounts Payable and Accrued Expenses - Beginning $1081 Accounts Payable and Accrued Expenses - Ending $0
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt15Escrow Account Liability - Beginning $11666 Escrow Account Liability - Ending $5308
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt16Secured Mortgages and Notes Payable - Beginning $40000 Secured Mortgages and Notes Payable - Ending $40000
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Other Expenses.1002
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Other Expenses.1005
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Other Expenses.1008
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3Other Expenses.1012
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4Other Expenses.1
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc5Other Expenses.2
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc6Other Expenses.3
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc7Other Expenses.4
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc8Other Expenses.5
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc9Other Expenses.6
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc10Other Expenses.7
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc11Other Assets.1005
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc12Other Assets.1
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc13Other Assets.2
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc14Total Liabilities.1001
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc15Total Liabilities.1005
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc16Total Liabilities.1007
ReturnHeader/BuildTS02025-03-06 01:10:19Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0LORNA BOURG
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0Treasurer
ReturnHeader/BusinessOfficerGrp/SignatureDt02025-05-15
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0SOUTHERN MUTUAL FINANCIAL SERVICES INC
ReturnHeader/Filer/BusinessNameControlTxt0SOUT
ReturnHeader/Filer/EIN0721462016
ReturnHeader/Filer/PhoneNum03373673277
ReturnHeader/Filer/USAddress/AddressLine1Txt03602 OLD JEANERETTE ROAD
ReturnHeader/Filer/USAddress/CityNm0NEW IBERIA
ReturnHeader/Filer/USAddress/StateAbbreviationCd0LA
ReturnHeader/Filer/USAddress/ZIPCd070563
ReturnHeader/IRSResponsiblePrtyInfoCurrInd0true
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0721369868
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0Kolder Slaven & Company LLC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0450 East Main
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0New Iberia
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0LA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd070560
ReturnHeader/PreparerPersonGrp/PhoneNum03373679204
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Arthur R Mixon CPA
ReturnHeader/ReturnTs02025-05-15T08:21:22-07:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02024-01-01
ReturnHeader/TaxPeriodEndDt02024-12-31
ReturnHeader/TaxYr02024

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