SOUTHERN CAPITAL FORUM INC

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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

1986

Legal Domicile

Principal Officer

BILL DUPEE

Phone

4048833966

Tax Period

2024-10-01 to 2025-09-30

SOUTHERN CAPITAL FORUM INC, founded in 1986, is a small nonprofit that reported $259K in total revenue in fiscal year 2024. Revenue grew 17% year-over-year, indicating healthy expansion. The organization ran a surplus of $39K, a strong 15% operating margin.

Mission

TO PROVIDE A MEANS FOR EXCHANGING EXPERIENCES AND OPINIONS THROUGHDISCUSSIONS AND STUDY OF ALL ASPECTS AND FUNCTIONS OF VENTURE CAPITALAND ITS MANAGEMENT; TO DEVELOP AND ENCOURAGE HIGH STANDARDS OFSERVICE AND CONDUCT BY VENTURE CAPITALIST; AND TO MAINTAIN CLOSE LIAISON WITH THEM.

Program Service Accomplishments

Program 1

SOUTHERN CAPITAL CONFERENCE - AN ANNUAL CONFERENCE FOR EXCHANGE OFINFORMATION FOR APPROXIMATELY 200 MEMBERS AND GUESTS. THISCONFERENCE WAS HELD AUGUST 25-27, 2025.

Program 2

SOUTHERN MONTHLY BREAKFAST MEETINGS OCTOBER AND NOVEMBER ANDJANUARY THROUGH JUNE. THESE MEETINGS PROVIDE A MEANS OF EXCHANGINGINFORMATION THROUGH DISCUSSION AND EDUCATION FOR APPROXIAMETLY 110MEMBERS...

Program 3

HOLIDAY PARTY IN DECEMBER 2024 TO FOSTER CLOSER PROFESSIONALRELATIONSHIPS AMONG THE MEMBERS OF THE SOUTHEAST PRIVATE EQUITYCOMMUNITY THROUGH NETWORKING FOR APPROXIMATELY 150 MEMBERS ANDGUESTS.

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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 (2024)

Revenue Breakdown

Contributions & Grants $46,510

Program Service Revenue $212,035

Investment Income $94

Other Revenue $0

TOTAL REVENUE $258,639

Expense Breakdown

Grants Paid $0

Salaries & Benefits $0

Fundraising Expenses $0

Other Expenses $219,164

TOTAL EXPENSES $219,164

Year-over-Year Comparison

	2024	2023	Change
Revenue	$258,639	$221,918	+0.2%
Expenses	$219,164	$262,948	-0.2%
Net Income	$39,475	$-41,030	-2.0%

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
DENNIS HINTON	MEMBER, PRESIDENT	1.00	Director	$0	$0	$0
JOHN HUNTZ	MEMBER, CHAIRMAN	1.00	Director	$0	$0	$0
NELSON CHU	MEMBER, VICE CHAIRMAN	0.30	Director	$0	$0	$0
ERIC GLIDEWELL	MEMBER, SECRETARY	0.30	Director	$0	$0	$0
BILL DUPEE	MEMBER, TREASURER	0.30	Director	$0	$0	$0
JACK SPENCER	MEMBER, TREASURER EMERITUS	0.30	Director	$0	$0	$0
CLINT RICHARDSON	MEMBER, SECRETARY EMERITUS	0.30	Director	$0	$0	$0
PATRICK ROWLAND	MEMBER, YOUNG SCF VICE CHAIR	0.30	Director	$0	$0	$0
DAVID GORSLINE	MEMBER, YOUNG SCF CHAIR	0.30	Director	$0	$0	$0
BROCK CLINE	MEMBER, MARKETING CHAIR	0.30	Director	$0	$0	$0
MARK BELL	MEMBER	0.30	Director	$0	$0	$0
JEFF BICKSLER	MEMBER	0.30	Director	$0	$0	$0
DAVID DUKE	MEMBER	0.30	Director	$0	$0	$0
NEALE FISHER	MEMBER	0.30	Director	$0	$0	$0
CHRIS GENEOVESE	MEMBER	0.30	Director	$0	$0	$0
CHRISTIAN GIVEN	MEMBER	0.30	Director	$0	$0	$0
HAMPTON GRAHAM	MEMBER	0.30	Director	$0	$0	$0
JEFF HAGAR	MEMBER	0.30	Director	$0	$0	$0
CHRIS KELLER	MEMBER	0.30	Director	$0	$0	$0
ROB KISSLING	MEMBER	0.30	Director	$0	$0	$0
DAVID LINCH	MEMBER	0.30	Director	$0	$0	$0
FRANK TIGHE	MEMBER	0.30	Director	$0	$0	$0
TOM WELLS	MEMBER	0.30	Director	$0	$0	$0
CONNOR WINN	MEMBER	0.30	Director	$0	$0	$0
JEFF MUIR	MEMBER	0.30	Director	$0	$0	$0
TIM ROBERTS	MEMBER	0.30	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	$258,639	$219,164	$93,087	$39,475
2024	$221,918	$262,948	$53,612	$-41,030
2023	$136,659	$211,114	$94,642	$-74,455
2022	$32,851	$148,000	$169,097	$-115,149
2021	$124,163	$80,903	$284,247	$43,260
2020	$98,260	$115,473	$240,481	$-17,213
2019	$189,003	$258,152	$257,694	$-69,149