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Nonprofiteer
← SOUTHERN ALLIANCE FOR CLEAN ENERGY

Form 990 for tax year 2022

Filed by SOUTHERN ALLIANCE FOR CLEAN ENERGY.

Totals

Total revenue
$4,219,237
Total expenses
$3,402,173
Contributions and grants received
$2,800,899
Grants paid
$380,000
Program service revenue
$0
Investment income
$70,778
Other revenue
$1,347,560
Total assets, end of year
$6,812,180
Total liabilities, end of year
$140,131
Net assets or fund balances, end of year
$6,672,049
Program services expenses (Part IX)
$2,962,392
Management and general expenses
$439,781
Fundraising expenses
$0
Program service expenses (Part III)
$2,962,392

Program services were 87.1% of total expenses calculated — Part IX's program-services column over total expenses, both as filed.

Line items

Every line the filer filed in Parts VIII, IX and X, as filed and in filed order. Blank columns are left out, and the lines are not forced to add up to the totals above.

Revenue

Part VIII, the statement of revenue.

  • 1f · All other contributions, gifts and grants

    $2,800,899

  • 1g · Noncash contributions included above

    $22,938

  • 3 · Investment income

    total $52,944 · related or exempt $52,944

  • 7a · Gross sales of assets other than inventory

    securities $9,821 · other assets $39,900

  • 7b · Less cost or other basis and sales expenses

    securities $10,099 · other assets $21,788

  • 7c · Gain or loss

    securities -$278 · other assets $18,112

  • 7d · Net gain or loss

    total $17,834 · related or exempt $17,834

  • 11a · Other revenue: COURT SETTLEMENT

    total $960,000 · related or exempt $960,000

  • 11b · Other revenue: PPP LOAN FORGIVENESS

    total $387,560 · related or exempt $387,560

  • 11e · Other revenue, total

    $1,347,560

Functional expenses

Part IX, the statement of functional expenses.

  • 1 · Grants to domestic organizations and governments

    total $380,000 · program services $380,000

  • 5 · Compensation of officers, directors and key employees

    total $247,655 · program services $247,655

  • 7 · Other salaries and wages

    total $1,772,543 · program services $1,591,357 · management and general $181,186

  • 9 · Other employee benefits

    total $120,765 · program services $109,035 · management and general $11,730

  • 10 · Payroll taxes

    total $129,264 · program services $117,631 · management and general $11,633

  • 11b · Fees: legal

    total $241,005 · program services $229,316 · management and general $11,689

  • 11c · Fees: accounting

    total $9,200 · program services $9,200

  • 16 · Occupancy

    total $30,487 · program services $27,120 · management and general $3,367

  • 17 · Travel

    total $102,509 · program services $51,660 · management and general $50,849

  • 22 · Depreciation, depletion and amortization

    total $100,051 · management and general $100,051

  • 23 · Insurance

    total $52,694 · program services $35,869 · management and general $16,825

  • 24a · Other expenses: ADMINISTRATION

    total $61,307 · program services $52,187 · management and general $9,120

  • 24b · Other expenses: WEB/MEDIA

    total $57,621 · program services $48,963 · management and general $8,658

  • 24c · Other expenses: MEMBERSHIP/DUES

    total $37,092 · program services $34,291 · management and general $2,801

  • 24d · Other expenses: IN KIND EXPENSE

    total $22,938 · management and general $22,938

  • 24e · All other expenses

    total $37,042 · program services $28,108 · management and general $8,934

Balance sheet

Part X, book values.

  • 1 · Cash, non-interest-bearing

    beginning of year $708,194 · end of year $344,025

  • 2 · Savings and temporary cash investments

    beginning of year $120,682 · end of year $376,686

  • 9 · Prepaid expenses and deferred charges

    beginning of year $238,598 · end of year $211,500

  • 10a · Land, buildings and equipment: cost or other basis

    $1,475,541

  • 10b · Land, buildings and equipment: accumulated depreciation

    $660,670

  • 10c · Land, buildings and equipment, net

    beginning of year $793,862 · end of year $814,871

  • 11 · Investments: publicly traded securities

    beginning of year $7,019,515 · end of year $4,973,952

  • 15 · Other assets

    beginning of year $17,938 · end of year $91,146

  • 17 · Accounts payable and accrued expenses

    beginning of year $91,250 · end of year $140,131

  • 25 · Other liabilities

    beginning of year $387,537

  • 27 · Net assets without donor restrictions

    beginning of year $8,135,908 · end of year $6,301,749

  • 28 · Net assets with donor restrictions

    beginning of year $284,094 · end of year $370,300

Mission and programs · 2022

Mission

THE SOUTHERN ALLIANCE FOR CLEAN ENERGY PROMOTES RESPONSIBLE ENERGY CHOICES TO ENSURE CLEAN, SAFE AND HEALTHY COMMUNITIES THROUGHOUT THE SOUTHEAST.

  • CLEAN ENERGY SACE HELPED PROTECT NET METERING FOR ROOFTOP SOLAR IN FLORIDA. OUR BOARD PRESIDENT, E. LEON JACOBS, AND OUR FLORIDA DIRECTOR AND ENERGY POLICY ATTORNEY, GEORGECAVROS, BOTH TESTIFIED MULTIPLE TIMES AS FPL-BACKED BILLS THAT WOULD HAVE DECIMATED ROOFTOP SOLAR ADOPTION MOVED THROUGH HOUSE & SENATE COMMITTEES. IN THE END, HB 741 PASSED BUT WAS ULTIMATELY VETOED BY GOVERNOR DESANTIS BECAUSE HE UNDERSTOOD THAT THIS BILL WOULD "CONTRIBUTE TO THE FINANCIAL CRUNCH THAT OUR CITIZENS AREEXPERIENCING. "IN JULY 2022, WE PUBLISHED THE FIFTH ANNUAL SOLAR IN THE SOUTHEAST REPORT REFLECTING A SEVERE SUPPLY CHAIN DISRUPTION WHICH SLOWED PROGRESS NATIONWIDE. POSITIVE NEWS IN THE 2022 REPORT INCLUDES PRESIDENT BIDENS EXECUTIVE ORDER TO WAIVE CERTAIN IMPORT DUTIES FOR 24-MONTHS, WHICH HAS ENABLED THE SOLAR INDUSTRY TO RAMP UP AGAIN. IN SEPTEMBER 2022 SACE UPDATED OUR TRANSPORTATION ELECTRIFICATION IN THE SOUTHEAST REPORT WITH NEW DATA ON EV SALES AND CHARGING DEPLOYMENT ACROSS THE REGION, SHOWING THAT THE BIGGEST BENEFIT TO THE SOUTHEAST IS IN MANUFACTURING: MORE THAN A THIRD OF THE NATIONS ANTICIPATED EV MANUFACTURING JOBS WILL BE IN THE SOUTHEAST. THE SOUTHEAST CLOSED OUT 2021 FAR AHEAD OF THE REST OF THE COUNTRY ON ELECTRIC CAR, TRUCK, AND BUS MANUFACTURING INVESTMENT AND JOBS. WITH JUST 18% OF THE NATIONS POPULATION, OUR REGION NOW BOASTS 43% OF ANNOUNCED EV- RELATED INVESTMENT AND 33% OF ANNOUNCED JOBS. WE ALSO PUBLISHED AN UPDATED RETAINED FUEL SPENDING IN THE SOUTHEAST WHITE PAPER IN 2022." SACE WAS SELECTED TO LEAD IMPLEMENTATION IN THE SOUTHEAST OF THE NEW AFFORDABLE MOBILITY PLATFORM (AMP) PROJECT, AN EV CARSHARE PROGRAM FOR AFFORDABLE HOUSING DEVELOPMENT RESIDENTS. AMP WILL INCREASE ELECTRIC MOBILITY IN UNDERSERVED COMMUNITIES BY PROVIDING ACCESS TO CLEAN TRANSPORTATION AND EV CHARGING; DEMONSTRATING A SHARED USE MODEL FOR EV FLEETS; AND CONDUCTING RESEARCH AND KNOWLEDGE TRANSFER. AMP IS LED NATIONALLY BY FORTH MOBILITY SACE WILL MANAGE IMPLEMENTATION IN CHARLOTTE, IN PARTNERSHIP WITH THE CITY OF CHARLOTTE AND CENTRALINA CLEAN FUELS COALITION.

    Expenses $1,843,971 · Grants $156,709 · Revenue $1,538,716

  • CLIMATE IN JUNE 2022, WE PUBLISHED OUR FOURTH ANNUAL "TRACKING DECARBONIZATION IN THE SOUTHEAST" REPORT, WHICH ILLUSTRATES THAT CURRENT UTILITY PROGRAMS DO NOT ALIGN WITH THE RATES OF DECARBONIZATION CLIMATE SCIENCE SHOWS IS NECESSARY. OVER THE COURSE OF 14 MONTHS, AS DIRECTED UNDER NORTH CAROLINA HB 951, THE NORTH CAROLINA UTILITIES COMMISSION (NCUC) EVALUATED OPTIONS TO MEET CARBON REDUCTIONS OF 70% FROM 2005 LEVELS BY 2030 AND NET-ZERO BY 2050 FOR THE STATES MAJOR ELECTRIC UTILITY: DUKE ENERGY. THE COALITION OF LOW-COST ENERGY AND NET-ZERO INTERVENORS OR CLEAN INTERVENORS, WHICH INCLUDES SACE, JOINED OTHER INTERVENORS TO FILE A 29-PAGE JOINT BRIEF AND PARTIAL PROPOSED ORDER; OUR TESTIMONY SUPPORTED THE BENEFITS OF THIS HIGHER EE TARGET. THE COMMISSIONS FIRST CARBON PLAN ORDER WAS RELEASED LATE ON DECEMBER 30, 2022; AND ALTHOUGH THE NCUC LARGELY ADOPTED DUKE'S RECOMMENDATIONS, NCUC ALSO DIRECTED DUKE TO ASPIRE TO 1.5% SAVINGS AND INCLUDE THIS HIGHER SAVINGS LEVEL AS A SCENARIO IN ITS NEXT CARBON PLAN/IRP. DUKE WILL NOW FILE A PROPOSED CARBON PLAN AND IRP (CPIRP) ON SEPTEMBER 1, 2023, AND EVERY TWO YEARS THEREAFTER. INTERVENORS WILL AGAIN BE ABLE TO FILE ALTERNATIVE PLANS AND OTHER TESTIMONY AHEAD OF A HEARING IN MAY 2023 TO INFORM THE NCUCS NEXT CARBON PLAN, TO BE ISSUED BY THE END OF 2024. SACE IS CONTINUING TO ENGAGE IN THIS PROCESS TO ADVOCATE FOR BEST OUTCOMES. NEXTERA ENERGY, THE PARENT COMPANY OF FLORIDA POWER & LIGHT COMPANY (FPL),ANNOUNCED IN JUNE 2022 A COMPANY-WIDE GOALTO ELIMINATE CARBON EMISSIONS FROM ITS OPERATIONS BY 2045. NEXTERA CALLS THE NEW GOAL REAL ZERO, AND CLAIMS ITS THE MOST AMBITIOUS CARBON EMISSIONS REDUCTION GOAL EVER SET BY AN ENERGY PRODUCER AND ONE THAT WOULD NOT REQUIRE CARBON OFFSETS. THIS PROPOSAL APPEARS TO BE A BOLD AND AMBITIOUS PROGRAM TO ADDRESS CARBON EMISSIONS, AND SACE IS PREPARED TO WORK WITH OTHER STAKEHOLDERS AND FPL LEADERSHIP TO LAY A COST-EFFECTIVE PATH TO A CLEAN ENERGY FUTURE.

    Expenses $579,284 · Grants $80,030 · Revenue $593,059

  • ENERGY EFFICIENCY GA POWER'S 2022 IRP RESULTED IN A 15% INCREASE IN THE ENERGY EFFICIENCY TARGETS AND FUNDING FOR A MANUFACTURED HOMES EFFICIENCY PROGRAM. ALSO IMPORTANTLY, FUTURE IRPS WILL MODEL ENERGY EFFICIENCY AND OTHER DEMAND-SIDE RESOURCES HEAD-TO-HEAD WITH SUPPLY-SIDE RESOURCES. SACES FOURTH ANNUAL ENERGY EFFICIENCY IN THE SOUTHEAST REPORT, PUBLISHED IN FEBRUARY 2022 (NEXT INSTALLMENT TO BE PUBLISHED IN MARCH 2023), ANALYZED IMPACTS FROM THE ONSET OF THE COVID-19 PANDEMIC ON UTILITY EE. THE DATA PERFORMANCE AND POLICY TRENDS IN OUR EE REPORT CONTINUE TO INFORM SACES REGULATORY WORK AND SERVE AS THE PRIMARY BASIS FOR OUR PUBLIC COMMUNICATIONS AND EE MEDIA WORK. THE BIPARTISAN INFRASTRUCTURE LAW (BIL) AND INFLATION REDUCTION ACT (IRA) ARE GAMECHANGERS FOR EFFICIENCY IN THE SOUTHEAST. NEW FEDERAL INVESTMENTS IN ENERGY EFFICIENCY AS A RESULT OF THESE BILLS WILL UNDOUBTEDLY IMPACT UTILITY EFFICIENCY PROGRAMS GOING FORWARD. SACE IS EVALUATING WAYS TO INTERACT WITH FEDERAL, STATE, AND LOCAL AUTHORITIES TO MAXIMIZE THESE BENEFITS.

    Expenses $539,137 · Grants $37,006 · Revenue $550,000

  • THE SOUTHERN ALLIANCE FOR CLEAN ENERGY PROMOTES RESPONSIBLE ENERGY CHOICES TO ENSURE CLEAN, SAFE AND HEALTHY COMMUNITIES THROUGHOUT THE SOUTHEAST.

As filed on the 2022 return. The filer continues this part on Schedule O, which is not shown here.

Listed in Part VII

  • Stephen Smith

    EXECUTIVE DI

    Total calculated
    $285,066
    From this org
    $219,729
    From related orgs
    $0
    Other
    $65,337
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $207,849
    Bonus
    $11,880
    Other
    not reported
    Deferred
    $52,835
    Nontaxable benefits
    $12,502
    Filer's total
    $285,066

  • Gary A Davis

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    1

  • James R Bob Freeman

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    1

  • E Leon Jacobs Jr

    PRESIDENT

    Total calculated
    $0
    Hours/week
    2

  • John Noel

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    1

  • Patricia San Pedro

    VICE PRESIDE

    Total calculated
    $0
    Hours/week
    1

  • Enid E Sisskin

    SECRETARY

    Total calculated
    $0
    Hours/week
    1

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. A Schedule J breakdown is as filed: base pay, bonus, other, deferred compensation and nontaxable benefits from this organization, with any from related organizations beside each, and the filer's own total. It is shown with the Part VII listing of the same name on the same return. The form gives no key between the two, so that pairing is ours, and is marked matched by us.

Schedule J

Answered yes

  • 1a · First-class or charter travel
  • 1b · Written policy on the line-1a expenses
  • 3 · Compensation committee
  • 3 · Form 990 of other organizations

Answered no

  • 2 · Substantiation required before reimbursing expenses
  • 4a · Severance or change-of-control payment
  • 4b · Supplemental nonqualified retirement plan
  • 4c · Equity-based compensation arrangement
  • 5a · Pay contingent on this organization's revenues
  • 5b · Pay contingent on a related organization's revenues
  • 6a · Pay contingent on this organization's net earnings
  • 6b · Pay contingent on a related organization's net earnings
  • 7 · Other non-fixed payments
  • 8 · Paid under the initial-contract exception

Part I's answers as filed. A line not listed was left unanswered; on lines 1a and 3 that means the box was not checked.

Grants on this return

Related organizations on this return

Schedule R Part II: tax-exempt organizations related to the filer by control. It does not record shared board members or money.

Provenance

Return type
form_990
Tax year
2022
Filed
19 June 2023
IRS schema version
2022v5.0
Source object
202341869349301219

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