SOUTHERN GROUP OF FORESTERS INC (EIN 522131892) - Form 990 Financial Analysis & Trantor Score

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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

Principal Officer

WILBURN OWEN

Phone

2026245258

Tax Period

2023-10-01 to 2024-09-30

SOUTHERN GROUP OF FORESTERS INC is a small nonprofit in the Environment sector that reported $232K in total revenue in fiscal year 2023. Revenue grew 18% year-over-year, indicating healthy expansion. Expenses of $220K left a modest 5% surplus.

Mission

TO PROVIDE LEADERSHIP IN SUSTAINING THE ECONOMIC, ENVIRONMENTAL, AND SOCIAL BENEFITS OF THE SOUTH'S FORESTS, AND WORK TO IDENTIFY AND ADDRESS EXISTING AND EMERGING ISSUES AND CHALLENGES THAT ARE IMPORTANT TO THE SOUTHERN FORESTS AND CITIZENS. WE USE EXTENSIVE RESEARCH, IN-DEPTH ANALYSIS, AND CUTTING-EDGE TECHNOLOGY TO DEVELOP SYSTEMS TO ASSESS AND ANALYZE FOREST RESOURCES, SUCH AS THE SOUTHERN WILDFIRE RISK ASSESSMENT AND SOUTHER FOREST LAND ASSESSMENT. THESE PROACTIVE TOOLS ENABLE USERS - WHETHER THEY ARE LANDOWNERS, LEGISLATORS, OR COMMUNITY DECISION-MAKERS - TO MAKE MORE INFORMED DECISIONS.

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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 (2023)

Revenue Breakdown

Contributions & Grants $50,000

Program Service Revenue $173,314

Investment Income $0

Other Revenue $8,760

TOTAL REVENUE $232,074

Expense Breakdown

Grants Paid $0

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $220,208

Other Expenses $220,208

TOTAL EXPENSES $220,208

Year-over-Year Comparison

	2023	2022	Change
Revenue	$232,074	$197,454	+0.2%
Expenses	$220,208	$215,971	+0.0%
Net Income	$11,866	$-18,517	-1.6%

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

Employees

N/A

Volunteers

N/A

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
ERIN ALBURY	DIRECTOR	2.00	Director	$0	$0	$0
SCOTT BISSETTE	DIRECTOR	2.00	Director	$0	$0	$0
KYLE CUNNINGHAM	DIRECTOR	2.00	Director	$0	$0	$0
AL DAVIS	DIRECTOR	2.00	Director	$0	$0	$0
RICK DOLAN	DIRECTOR	2.00	Director	$0	$0	$0
WADE DUBEA	DIRECTOR	2.00	Director	$0	$0	$0
JOE FOX	DIRECTOR	2.00	Director	$0	$0	$0
BRANDON HOWARD	DIRECTOR	2.00	Director	$0	$0	$0
DAIREN LOPEZ	DIRECTOR	2.00	Director	$0	$0	$0
TIM LOWRIMORE	DIRECTOR	2.00	Director	$0	$0	$0
POSITIVE TA NELSON	DIRECTOR	2.00	Director	$0	$0	$0
RICK OATES	DIRECTOR	2.00	Director	$0	$0	$0
WILBURN OWEN	EXECUTIVE DI	40.00	Director	$0	$0	$0
LEWIS PETERSON	DIRECTOR	2.00	Director	$0	$0	$0
SCOTT PHILLIPS	DIRECTOR	2.00	Director	$0	$0	$0
DAVID ARNOLD	VICE CHAIRMA	5.00	Officer	$0	$0	$0
RUSSELL BOZEMEN	TREASURER	5.00	Officer	$0	$0	$0
ROB FARRELL	PAST CHAIR	5.00	Officer	$0	$0	$0
MARK GOELLER	CHAIRMAN	10.00	Officer	$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
2024	$232,074	$220,208	$275,313	$11,866
2022	$299,289	$241,183	$255,629	$58,106

SOUTHERN GROUP OF FORESTERS INC