Civic Intelligence

Southern Group of State Foresters

EIN 52-2131892 • 501(c)3 • Washington, DC

Profile

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 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 southern forest land assessment. These proactive tools enable users - whether they are landowners, legislators, or community decision-makers - to make more informed decisions.

444 North Capitol Street NW Rm 387Washington, DC 20001

www.southernforests.org

Siviq Scores

Precomputed percentiles relative to similar nonprofits. These scores are descriptive rather than judgmental.

Liabilities / Assets

60th percentile

0.00x

Higher debt load relative to assets than 60% of similar nonprofits.

501(c)3 • <$500k nonprofits • Source year 2024

Liabilities / Revenue

61st percentile

0.00x

Higher debt load relative to revenue than 61% of similar nonprofits.

501(c)3 • <$500k nonprofits • Source year 2024

Net Margin

56th percentile

5.1%

Higher net margin than 56% of similar nonprofits.

501(c)3 • <$500k nonprofits • Source year 2024

Top Officer Pay

Score unavailable

No value available

No filing with officer rows is available for this organization yet.

Asset Growth

61st percentile

4.2%

Faster asset growth than 61% of similar nonprofits.

501(c)3 • <$500k nonprofits • Annualized from 2023 to 2024

Revenue Growth

70th percentile

18%

Faster revenue growth than 70% of similar nonprofits.

501(c)3 • <$500k nonprofits • Annualized from 2023 to 2024

Balance Sheet
Liabilities / Assets60th percentile

Assets

Up

$275,313

Up $11,155 (+4.2%) from 2023

Liabilities

Down

$15

Down $31,308 (-100%) from 2023

Net Assets

Up

$275,298

Up $42,463 (+18%) from 2023

Operations
Liabilities / Revenue61st percentileNet Margin56th percentile

Revenue

Up

$232,074

Up $34,620 (+18%) from 2023

Expenses

Up

$220,208

Up $4,237 (+2.0%) from 2023

Net Income

Up

$11,866

Up $30,383 (+164%) from 2023

Trend Graphs

Balance Sheet Trend

Asset Growth61st percentile

Grouped bars show assets, liabilities, and net assets across loaded filings.

$300K$200K$100K$0Assets 2011: $148,803Liabilities 2011: $02011Assets 2012: $162,096Liabilities 2012: $02012Assets 2013: $161,428Liabilities 2013: $20,424Net Assets 2013: $141,0042013Assets 2014: $154,521Liabilities 2014: $1,667Net Assets 2014: $152,8542014Assets 2015: $208,441Liabilities 2015: $40,0502015Assets 2016: $185,096Liabilities 2016: $25,072Net Assets 2016: $160,0242016Assets 2017: $124,982Liabilities 2017: $2,200Net Assets 2017: $122,7822017Assets 2018: $134,353Liabilities 2018: $585Net Assets 2018: $133,7682018Assets 2019: $133,328Liabilities 2019: $1,250Net Assets 2019: $132,0782019Assets 2020: $185,058Liabilities 2020: $75Net Assets 2020: $184,9832020Assets 2021: $172,560Liabilities 2021: $1,325Net Assets 2021: $171,2352021Assets 2022: $255,629Liabilities 2022: $26,288Net Assets 2022: $229,3412022Assets 2023: $264,158Liabilities 2023: $31,323Net Assets 2023: $232,8352023Assets 2024: $275,313Liabilities 2024: $15Net Assets 2024: $275,2982024

Highlighted filing

2024

Assets$275,313
Liabilities$15
Net Assets$275,298
Open 2024 Filing

Operations Trend

Revenue Growth70th percentile

Revenue, expenses, and net income by year, with the latest filing highlighted.

$300K$200K$100K$0-$100KRevenue 2011: $94,192Expenses 2011: $90,607Net Income 2011: $3,5852011Revenue 2012: $104,593Expenses 2012: $91,300Net Income 2012: $13,2932012Revenue 2013: $117,123Expenses 2013: $138,217Net Income 2013: -$21,0942013Revenue 2014: $124,067Expenses 2014: $112,216Net Income 2014: $11,8512014Revenue 2015: $175,733Expenses 2015: $160,196Net Income 2015: $15,5372015Revenue 2016: $210,395Expenses 2016: $218,762Net Income 2016: -$8,3672016Revenue 2017: $154,408Expenses 2017: $191,650Net Income 2017: -$37,2422017Revenue 2018: $170,825Expenses 2018: $159,839Net Income 2018: $10,9862018Revenue 2019: $189,325Expenses 2019: $191,015Net Income 2019: -$1,6902019Revenue 2020: $112,489Expenses 2020: $59,584Net Income 2020: $52,9052020Revenue 2021: $24,263Expenses 2021: $38,011Net Income 2021: -$13,7482021Revenue 2022: $299,289Expenses 2022: $241,183Net Income 2022: $58,1062022Revenue 2023: $197,454Expenses 2023: $215,971Net Income 2023: -$18,5172023Revenue 2024: $232,074Expenses 2024: $220,208Net Income 2024: $11,8662024

Highlighted filing

2024

Revenue$232,074
Expenses$220,208
Net Income$11,866
Open 2024 Filing

Filings

Most recent year

2024 • Form 990Facts available. Structured filing facts are available, but richer extracted sections are limited.

Open filing
Assets
$275,313
Liabilities
$15
Net assets
$275,298
Revenue
$232,074
Expenses
$220,208
Net income
$11,866
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Facts available. Structured filing facts are available, but richer extracted sections are limited.$2.75$0.00$2.75$2.32$2.20$0.12
2023Detailed filing. Detailed filing data is available for this year.$2.64$0.31$2.33$1.97$2.16$0.19
2022Facts available. Structured filing facts are available, but richer extracted sections are limited.$2.56$0.26$2.29$2.99$2.41$0.58
2021Detailed filing. Detailed filing data is available for this year.$1.73$0.01$1.71$0.24$0.38$0.14
2020Detailed filing. Detailed filing data is available for this year.$1.85$0.00$1.85$1.12$0.60$0.53
2019Detailed filing. Detailed filing data is available for this year.$1.33$0.01$1.32$1.89$1.91$0.02
2018Detailed filing. Detailed filing data is available for this year.$1.34$0.01$1.34$1.71$1.60$0.11
2017Detailed filing. Detailed filing data is available for this year.$1.25$0.02$1.23$1.54$1.92$0.37
2016Detailed filing. Detailed filing data is available for this year.$1.85$0.25$1.60$2.10$2.19$0.08
2015Summary only. Only limited summary data is available for this year.$2.08$0.40$1.76$1.60$0.16
2014Detailed filing. Detailed filing data is available for this year.$1.55$0.02$1.53$1.24$1.12$0.12
2013Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.61$0.20$1.41$1.17$1.38$0.21
2012Summary only. Only limited summary data is available for this year.$1.62$0.00$1.05$0.91$0.13
2011Summary only. Only limited summary data is available for this year.$1.49$0.00$0.94$0.91$0.04
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Oct 1, 2023 to Sep 30, 2024
Signed
May 8, 2025
Return Version
2023v6.0
Gross Receipts
$232,074
Mission and Program Overview

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 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 southern forest land assessment. These proactive tools enable users - whether they are landowners, legislators, or community decision-makers - to make more informed decisions.

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.

Balance Sheet Detail
LineBeginningEndChange
Assets
Cash and Non-Interest-Bearing Accounts$213,332$225,292▲ $11,960
Accounts Receivable$46,265$50,021▲ $3,756
Total Assets$264,158$275,313▲ $11,155
Other Assets Total$4,561--
Liabilities
Accounts Payable and Accrued Expenses$31,323$15▼ $31,308
Total Liabilities$31,323$15▼ $31,308
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$232,835$275,298▲ $42,463
Total Net Assets Fund Balance$232,835$275,298▲ $42,463
Total Liabilities and Net Assets / Fund Balance$264,158$275,313▲ $11,155
Compensation and Service Providers
Top Officer PayScore unavailable

Board Members and Trustees

NameTitle
Mark GoellerChairman
Rob FarrellPast Chair
David ArnoldVice Chairma
Al DavisDirector
Brandon HowardDirector
Dairen LopezDirector
Erin AlburyDirector
Joe FoxDirector
Kyle CunninghamDirector
Lewis PetersonDirector
Positive Ta NelsonDirector
Rick DolanDirector
Rick OatesDirector
Scott BissetteDirector
Scott PhillipsDirector
Tim LowrimoreDirector
Wade DubeaDirector
Wilburn OwenExecutive Di
Russell BozemenTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$50,000
Program Service Revenue
$173,314
Investment Income
$0
Other Revenue
$8,760
All Other Contributions
$50,000
Change in Net Assets
$11,866
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$220,208
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Fees for Services Other$207,674--$207,674
Fees for Services Accounting$11,640--$11,640
Insurance$894--$894
Total Functional Expenses$220,208$0$0$220,208
Fundraising, Events, and Gaming
Fundraising activities
No
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Professional Fundraising Fees$0
Political and Lobbying Activity
Political campaign activity
No
Lobbying activity
No
Subject to proxy tax
No
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Backup withholding compliance
No
Business relationship with 35% controlled entity
No
Business relationship with family members
No
Business relationship with organization members
No
Material changes to governing documents
No
Compensation from other sources disclosed
No
CEO compensation reviewed
No
Other officer compensation reviewed
No
Conflict-of-interest policy
No
Audited financial statements prepared
No
Key decisions subject to board approval
No
Management duties delegated
No

Governance Explanations

Form 990, Page 6, Part VI, Line 11B

“Form 990 was provided to the executive director for review prior to submission to irs.”

Form 990, Page 6, Part VI, Line 19

“Governing documents are available to the public upon request.”

Filing and Contact Details

Filer

Filer Name
Southern Group of Foresters Inc
EIN
52-2131892
Phone
2026245258
Address
444 NORTH CAPITOL STREET NW RM 387, WASHINGTON, DC 20001

Signing Officer

Name
Wilburn Owen
Title
Executive Director
Phone
2026245258
Signed
2025-05-08

Organization Details

Principal Officer
Wilburn Owen
Voting Board Members
15
Independent Board Members
15
Employees
0

Preparer

Firm
Nunn Brashear & Uzzell Pa
Address
PO BOX 10127, GOLDSBORO, NC 27532
Preparer
Dianne Luehm Uzzell CPA
Phone
9197781000
Supplemental Narrative

Additional Explanations

FORM 990 - ORGANIZATION'S 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.”

Form 990, Page 2, Part III, Line 4D

“The southern state and territorial forestors conduct meetings with organizational committees, similar organizations, and the usda forest services to discuss issues that effect forestlands in their region and seek solutions for resolving them.”

Form 990, Part IX, Line 11G

“Meeting expenses 89,650 0 0 credit card payments 59,532 0 0 contracts 15,500 0 0 bank service charges 438 0 0 keepting forests 42,554 0 0 total 207,674 0 0”

Form 990, Part XI, Line 9

“Net assets adjustment 30,597”

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This appendix keeps the raw XML leaves available for debugging and edge-case review. The human report above is the primary experience.

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IRS990/Form990PartVIISectionAGrp/TitleTxt7DIRECTOR
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IRS990/Form990PartVIISectionAGrp/TitleTxt13DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt14DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt15VICE CHAIRMA
IRS990/Form990PartVIISectionAGrp/TitleTxt16TREASURER
IRS990/Form990PartVIISectionAGrp/TitleTxt17PAST CHAIR
IRS990/Form990PartVIISectionAGrp/TitleTxt18CHAIRMAN
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IRS990/MissionDesc0TO 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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IRS990/OperateHospitalInd0false
IRS990/Organization501c3Ind0X
IRS990/OrganizationFollowsFASB117Ind0X
IRS990/OtherAssetsTotalGrp/BOYAmt04561
IRS990/OtherChangesInNetAssetsAmt030597
IRS990/OtherRevenueMiscGrp/Desc0OTHER REVENUE
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IRS990/OtherRevenueTotalAmt08760
IRS990/PartialLiquidationInd0false
IRS990/PoliticalCampaignActyInd0false
IRS990/PrincipalOfficerNm0WILBURN OWEN
IRS990/ProfessionalFundraisingInd0false
IRS990/ProgramServiceRevenueGrp/Desc0ANNUAL MEETING
IRS990/ProgramServiceRevenueGrp/Desc1MEETING REGISTRATIONS
IRS990/ProgramServiceRevenueGrp/Desc2KEEPING FORRESTS
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt0125685
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt139767
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt27862
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IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt139767
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt27862
IRS990/ProgSrvcAccomActyOtherGrp/Desc0THE SOUTHERN STATE AND TERRITORIAL FORESTORS CONDUCT MEETINGS WITH ORGANIZATIONAL COMMITTEES, SIMILAR ORGANIZATIONS, AND THE USDA FOREST SERVICES TO DISCUSS ISSUES THAT EFFECT FORESTLANDS IN THEIR REGION AND SEEK SOLUTIONS FOR RESOLVING THEM.
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IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0TO 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.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1THE SOUTHERN STATE AND TERRITORIAL FORESTORS CONDUCT MEETINGS WITH ORGANIZATIONAL COMMITTEES, SIMILAR ORGANIZATIONS, AND THE USDA FOREST SERVICES TO DISCUSS ISSUES THAT EFFECT FORESTLANDS IN THEIR REGION AND SEEK SOLUTIONS FOR RESOLVING THEM.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2FORM 990 WAS PROVIDED TO THE EXECUTIVE DIRECTOR FOR REVIEW PRIOR TO SUBMISSION TO IRS.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3GOVERNING DOCUMENTS ARE AVAILABLE TO THE PUBLIC UPON REQUEST.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4MEETING EXPENSES 89,650 0 0 CREDIT CARD PAYMENTS 59,532 0 0 CONTRACTS 15,500 0 0 BANK SERVICE CHARGES 438 0 0 KEEPTING FORESTS 42,554 0 0 TOTAL 207,674 0 0
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5NET ASSETS ADJUSTMENT 30,597
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990 - ORGANIZATION'S MISSION
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990, PAGE 2, PART III, LINE 4D
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990, PAGE 6, PART VI, LINE 11B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3FORM 990, PAGE 6, PART VI, LINE 19
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4FORM 990, PART IX, LINE 11G
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc5FORM 990, PART XI, LINE 9
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IRS990/TypeOfOrganizationCorpInd0X
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IRS990/UponRequestInd0X
IRS990/USAddress/AddressLine1Txt05013 DARCY WOODS LANE
IRS990/USAddress/CityNm0FUQUAY VARINA
IRS990/USAddress/StateAbbreviationCd0NC
IRS990/USAddress/ZIPCd027526
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IRS990/WebsiteAddressTxt0WWW.SOUTHERNFORESTS.ORG
IRS990/WhistleblowerPolicyInd0false
ReturnHeader/BuildTS02025-03-06 01:10:19Z
ReturnHeader/BusinessOfficerGrp/PersonNm0WILBURN OWEN
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0EXECUTIVE DIRECTOR
ReturnHeader/BusinessOfficerGrp/PhoneNum02026245258
ReturnHeader/BusinessOfficerGrp/SignatureDt02025-05-08
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0SOUTHERN GROUP OF FORESTERS INC
ReturnHeader/Filer/BusinessNameControlTxt0SOUT
ReturnHeader/Filer/EIN0522131892
ReturnHeader/Filer/PhoneNum02026245258
ReturnHeader/Filer/USAddress/AddressLine1Txt0444 NORTH CAPITOL STREET NW RM 387
ReturnHeader/Filer/USAddress/CityNm0WASHINGTON
ReturnHeader/Filer/USAddress/StateAbbreviationCd0DC
ReturnHeader/Filer/USAddress/ZIPCd020001
ReturnHeader/IRSResponsiblePrtyInfoCurrInd0true
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0561315966
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0NUNN BRASHEAR & UZZELL PA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0PO BOX 10127
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0GOLDSBORO
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0NC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd027532
ReturnHeader/PreparerPersonGrp/PhoneNum09197781000
ReturnHeader/PreparerPersonGrp/PreparationDt02025-05-08
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0DIANNE LUEHM UZZELL CPA
ReturnHeader/ReturnTs02025-09-25T13:59:06-04:00

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