SOUTHERN AUTOMOTIVE WOMEN'S FORUM

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Financial Vulnerability Assessment (Tuckman-Chang)

4 risk indicators measuring financial stability and operational resilience

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Financial Trends

Organization Details

Formation Year

2010

Legal Domicile

Principal Officer

YOLANDA PATE

Phone

2482390284

Tax Period

2025-01-01 to 2025-12-31

SOUTHERN AUTOMOTIVE WOMEN'S FORUM, founded in 2010, is a small nonprofit in the Education sector that reported $125K in total revenue in fiscal year 2025. Revenue fell 31% from the prior year — a significant decline worth monitoring.

Mission

THE SOUTHERN AUTOMOTIVE WOMENS FORUM IS DEDICATED TO THE PERSONAL AND PROFESSIONAL ADVANCEMENT OF WOMEN IN THE AUTOMOTIVE INDUSTRY.

Program Service Accomplishments

Program 1

Expenses: $27,500 Revenue: $27,000

FUND SCHOLARSHIPS FOR WOMEN IN THE AUTOMOTIVE INDUSTRY

Program 2

Expenses: $38,840 Revenue: $20,000

ALL GIRLS AUTO KNOW PROGRAM

Program 3

Expenses: $39,686 Revenue: $59,820

ANNUAL EDUCATIONAL CONFERENCE

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Trantor Score

Financial Health Score (300–850) · Liquidity · Solvency · Sustainability · Efficiency

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Liquidity (40%) • Solvency (30%) • Sustainability (20%) • Efficiency (10%)

Financial Overview (2025)

Revenue Breakdown

Contributions & Grants $82,134

Program Service Revenue $42,670

Investment Income $0

Other Revenue $0

TOTAL REVENUE $124,804

Expense Breakdown

Grants Paid $27,500

Salaries & Benefits $0

Fundraising Expenses $2,080

Program Expenses $106,026

Other Expenses $103,023

TOTAL EXPENSES $130,523

Year-over-Year Comparison

	2025	2024	Change
Revenue	$124,804	$181,047	-0.3%
Expenses	$130,523	$156,396	-0.2%
Net Income	$-5,719	$24,651	-1.2%

Key Indicators

✗ Grants to Organizations ✓ Grants to Individuals ✗ Lobbying ✗ Political Activity ✗ Foreign Activities ✓ Donor Advised Fund ✓ Schedule B Required

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Financial Health Indicators

Comprehensive financial analysis: Altman Z-Score, liquidity, solvency, sustainability, efficiency, and growth metrics

Financial Distress Indicator

Liquidity & Cash Position

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Altman Z-Score • Liquidity Ratios • Solvency Analysis • Growth Indicators • Efficiency Metrics

Governance

Voting Members

Independent Members

N/A

Employees

N/A

Volunteers

Governance Policies

✗ Conflict of Interest Policy

✗ Whistleblower Policy

✗ Document Retention Policy

Special Practices & Reported Activities

✗ Operated a School

✗ Operated a Hospital

✗ Provided First Class Travel

✗ Reported Conflict of Interest

✗ Reported Asset Diversion

✗ Excess Benefit Transaction

✗ Made Political Expenditures

✗ Engaged in Lobbying

✓ Operated Donor Advised Fund

✗ Maintained Art Collections

✗ Filed Form 720

Compensation of Officers, Directors & Key Employees

Total Officers

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
YOLANDA PATE	PRESIDENT	5.00	Officer	$0	$0	$0
TRISHA JUNG	VICE PRESIDE	2.00	Officer	$0	$0	$0
AMBER HOPPER	SECRETARY	2.00	Officer	$0	$0	$0
PATRICIA BURGESS	TREASURER	2.00	Officer	$0	$0	$0
JOAN BENORE	DIRECTOR	2.00	Director	$0	$0	$0
SUSAN BRENNAN	FOUNDER & BO	2.00	Officer	$0	$0	$0
JAN BRAZEAL INGENRIETH MA SHRM-SCP	DIRECTOR	2.00	Director	$0	$0	$0
LYDIA IRBY	DIRECTOR	2.00	Director	$0	$0	$0
GRETCHEN MURRAY	DIRECTOR	2.00	Director	$0	$0	$0
KIM RILEY	DIRECTOR	2.00	Director	$0	$0	$0

Note: Compensation data is self-reported by the organization on their Form 990. "Reportable Comp" includes salary, bonuses, and other reportable compensation from the organization and related organizations. "Other Comp" includes benefits, deferred compensation, and non-taxable benefits.

Historical Data

Year	Revenue	Expenses	Assets	Net Income
2025	$124,804	$130,523	$169,039	$-5,719
2024	$181,047	$156,396	$174,758	$24,651
2023	$210,023	$149,703	$150,107	$60,320
2022	$130,502	$105,639	$89,833	$24,863
2021	$118,832	$95,695	$64,970	$23,137
2020	$28,786	$29,857	$42,352	$-1,071