SOUTHERN MUTUAL FINANCIAL SERVICES INC

As filed

Subsection

03

NTEE code

L20

Classification

1000

Street

3602 OLD JEANERETTE RD

These codes are the IRS's own and are shown exactly as filed. What each one means is in the Business Master File documentation (opens in a new tab).

Other organizations at this address

4 other organizations in the IRS Business Master File list the same street address. matched by us

We match the street line and ZIP code as the IRS gives them, ignoring case and outer spaces and nothing else, so "AVE" and "AVENUE" count as different streets and this list can miss some. A shared address can mean related organizations or a shared office, but it can also be a registered agent, a mail drop or a service provider holding mail for unrelated clients. It is not, by itself, evidence that two organizations are connected.

• RURAL COMMUNITIES INC

  EIN 62-1277091

• SOUTHERN MUTUAL HELP ASSOCIATION INC

  EIN 72-0696092

• SOUTHERN MUTUAL HOUSING DEVELOPMENT CORPORATION

  EIN 72-1322831

• SOUTHERN RESEARCH AND DEVELOPMENT CORPORATION

  EIN 72-1053989

Mission and programs · 2025

• (A) LENDING PROGRAMSMFS IS COMMITTED TO PROVIDING ACCESSIBLE CAPITAL THROUGH FINANCIAL PRODUCTS AND ARMS-LENGTH TRANSACTIONS TO VERY LOW, LOW AND MODERATE INCOME PERSONS.

  Expenses $67,538

• (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.

  Expenses $3,228

As filed on the 2025 return.

Officers and directors · 2025

As listed in Part VII of the 2025 return, in the order the filer printed them. Each return names its own; this is not a roster the organization keeps with us.

Compensation is as filed in Part VII: reportable pay from this organization and from related organizations, other compensation, and hours per week. The total, marked calculated, is our sum of the three dollar columns, with a blank column counted as $0; the form itself has no total. On a Form 990-EZ the columns are Part IV's instead, and on a Form 990-PF Part VIII's — compensation, contributions to benefit plans, and expense account — and the total sums those. Earlier years are each on their own filing page.

Filings

• 2025

  Revenue

  $8,857

  Expenses

  $85,703

  Contributions

  — not reported

  Grants paid

  — not reported

• 2024

  Revenue

  $26,356

  Expenses

  $108,309

  Contributions

  $14,395

  Grants paid

  — not reported

• 2023

  Revenue

  $36,051

  Expenses

  $100,455

  Contributions

  $22,755

  Grants paid

  — not reported

• 2022

  Revenue

  -$2,318

  Expenses

  $127,725

  Contributions

  $16,069

  Grants paid

  — not reported

The four totals the IRS asks for on Part I of the Form 990, as filed. A dash means the figure was not present on the return — not that it was zero.

Other returns filed

• 2021 · 990

  Revenue

  $39,828

  Expenses

  $140,150

  Assets (EOY)

  $754,206

• 2020 · 990

  Revenue

  $94,822

  Expenses

  $140,078

  Assets (EOY)

  $909,954

• 2019 · 990

  Revenue

  $69,967

  Expenses

  $190,179

  Assets (EOY)

  $1,037,646

• 2018 · 990

  Revenue

  $145,892

  Expenses

  $171,529

  Assets (EOY)

  $1,149,392

• 2017 · 990

  Revenue

  $129,579

  Expenses

  $204,130

  Assets (EOY)

  $1,313,212

• 2016 · 990

  Revenue

  $387,943

  Expenses

  $227,683

  Assets (EOY)

  $1,324,365

• 2015 · 990

  Revenue

  $155,015

  Expenses

  $225,741

  Assets (EOY)

  $1,346,831

• 2014 · 990

  Revenue

  $270,517

  Expenses

  $397,184

  Assets (EOY)

  $1,208,817

• 2013 · 990

  Revenue

  $259,385

  Expenses

  $210,834

  Assets (EOY)

  $2,155,405

• 2012 · 990

  Revenue

  — not reported

  Expenses

  $258,045

  Assets (EOY)

  $2,195,255

Nonprofiteer parses Forms 990, 990-EZ and 990-PF, in a window of recent tax years. These returns are recorded from the IRS e-file index, so their figures were extracted by that index rather than read from the return here — treat them as a different source from the filings above, not as more of the same record. A dash means the index carries no figure; Form 990-T listings carry none at all. Showing the 10 most recent; the API carries the rest.

Grants made

No itemized grants to organizations. Schedule I is filed only by organizations that granted more than $5,000 to a recipient, so most filers have none.

Grants received

No itemized grant names this organization as a recipient. Only grants over $5,000 are itemized, and only by filers of the full Form 990.

Related organizations

From Schedule R Part II, where a filer lists the tax-exempt organizations it is related to by control. It does not record shared board members or money.

Other IRS files