Southern Mutual Help Association Inc
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.
Southern Mutual Help Association Inc at a glance
- Total assets
- $236,124
- -96.1% vs 2024
- Revenue (2025)
- $-1,576,180
- -789.1% vs 2024
- Net investment income (2025)
- $125
- -55.7% vs 2024
- Expenses (2025)
- $514,100
- -17.2% vs 2024
- Latest 990 filing
- Form 990, 2025 View filing
Data from IRS Form 990, 2025; updated September 2026.
Who Southern Mutual Help Association Inc funds
Giving History
Giving Over Time
Total grant dollars and number of grants per year
In 2019 it made 1 grant totaling $33K.
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Financial History
Multi-year comparison from IRS filings
| Filing year | Total Assets | Revenue | Expenses | Grants paid | Grants | Net Investment Income |
|---|---|---|---|---|---|---|
| 2025 | $236,124 | $-1,576,180 | $514,100 | — | — | $125 |
| 2024 | $6,097,271 | $228,732 | $621,140 | — | — | $282 |
| 2023 | $6,146,203 | $471,290 | $1,074,480 | — | — | $1,144 |
| 2022 | $7,009,410 | $814,351 | $1,312,157 | — | — | $394 |
| 2021 | $8,015,178 | $898,903 | $1,148,628 | — | — | $59,277 |
| 2020 | $8,410,789 | $1,117,837 | $1,177,640 | — | — | $8,129 |
| 2019 | $9,139,727 | $1,430,867 | $2,196,691 | $32,891 | 1 | $-11,015 |
About Southern Mutual Help Association Inc
Based on IRS filings
Southern Mutual Help Association Inc is a public charity focused on Community Improvement & Capacity Building, based in New Iberia, LA. IRS filing data is available from 2019 through 2025. As of 2025, the organization holds $236K in total assets. Net investment income was $125.
Focus Areas
Leadership & Key People
Officers and directors from IRS filings
Southern Mutual Help Association Inc is led by Lorna Bourg, President since 2020 (on filings since 2019); 1 of 7 officers listed in 2025 is compensated.
Officers on the 2025 filing
Lorna Bourg
President
President & CEO → President, 2020
On filings since 2019
40 hrs/week
$177K (2019) → $259K (2025)
Senator Fred Mills
Chairman
Board Member → Chairman, 2025
On filings since 2019
4 hrs/week
No compensation reported
Ashley Shelton
Board Member
On filings since 2019
2 hrs/week
No compensation reported
Juanita Mainster
Board Member
Board Memeber → Board Member, 2021
On filings since 2019
1 hr/week
No compensation reported
Judith V. Herring
Secretary
Board Member → Secretary, 2025
On filings since 2019
4 hrs/week
No compensation reported
Martha Moore
Treasurer
On filings since 2019
6 hrs/week
No compensation reported
Roberta Madden
Board Member
Chair → Board Member, 2023
On filings since 2019
4 hrs/week
No compensation reported
Former officers (5)
- Former: Margaret Ritchey (2019–2024) — Chairman
- Former: Ashley Rogers (2020–2024) — Board Member
- Former: Helen Vinton (2019–2022) — Secretary of the Board
- Former: Karline Tierney (2019) — Board Member
- Former: Sr Barbara Kraus (2019) — Board Member
Data from IRS Form 990 filings, 2019–2025. "On filings since" is the earliest filing we hold that lists the person; hours are average hours per week as reported.
Compensation Overview
From 2025 IRS filing
The highest reported compensation on the 2025 filing was $259K, to Lorna Bourg (President).
Frequently asked questions about Southern Mutual Help Association Inc
How large is Southern Mutual Help Association Inc?
Southern Mutual Help Association Inc reported $236K in total assets on its 2025 IRS Form 990.
What is Southern Mutual Help Association Inc?
Southern Mutual Help Association Inc is a public charity focused on Community Improvement & Capacity Building, based in New Iberia, LA. It holds $236K in total assets as of 2025.
Where does Southern Mutual Help Association Inc operate?
Southern Mutual Help Association Inc has awarded grants in Louisiana.
What is Southern Mutual Help Association Inc's EIN?
Southern Mutual Help Association Inc's EIN (Employer Identification Number) is 72-0696092. IRS Form 990 filing data is available on this page for 2019–2025.
Data last updated September 2026. Sourced from IRS Form 990 filings.
Data update history
(2)
When this profile's IRS filing data changed on Grantable
- Added Form 990 for fiscal year 2019 (received by the IRS May 14, 2020)
- Added Form 990 for fiscal year 2025 (received by the IRS May 15, 2026)
Live grants for the work Southern Mutual Help Association Inc funds
Community Improvement & Capacity Building Open opportunities, soonest deadline first.
Explore Open Grants
Browse active grant opportunities in Southern Mutual Help Association Inc's focus areas in our free grants database
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Southern Mutual Help Association Inc down — hundreds of funders to go?