SOUTHERN MUTUAL FINANCIAL SERVICES INC is a Small Public Charity headquartered in NEW IBERIA, LA. Financial data from the 2025 filing: $9K revenue, $86K expenses, $245K total assets. 4 publicly reported grants to this organization, totaling roughly $50K, appear in IRS filings.
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.
Showing up to 5 of 4 total records — full history available with membership.
Officer compensation and complete director data available with membership.
| Year | Revenue | Expenses | Assets |
|---|---|---|---|
| 2025 | $9K | $86K | $245K |
| 2024 | $26K | $108K | $322K |
| 2023 | $36K | $100K | $411K |
| 2022 | $-2K | $128K | $435K |
| 2021 | $40K | $140K | $754K |
Between 2021 and 2025, reported annual revenue declined from $40K to $9K (-78%), with total assets most recently reported at $245K.
Interactive year-over-year charts and full filing details available with membership.
