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Nonprofiteer
← EARTH ADVANTAGE INC

Form 990 for tax year 2024

Filed by EARTH ADVANTAGE INC.

Totals

Total revenue
$14,155,430
Total expenses
$14,583,179
Contributions and grants received
$8,170,656
Grants paid
$0
Program service revenue
$5,954,189
Investment income
$28,185
Other revenue
$2,400
Total assets, end of year
$6,468,001
Total liabilities, end of year
$5,012,371
Net assets or fund balances, end of year
$1,455,630
Program services expenses (Part IX)
$13,412,046
Management and general expenses
$1,171,133
Fundraising expenses
$0
Program service expenses (Part III)
$13,412,046

Program services were 92.0% 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.

  • 1e · Government grants (contributions)

    $8,044,844

  • 1f · All other contributions, gifts and grants

    $125,812

  • 2a · Program service revenue: RESEARCH & EDUCATION

    total $3,398,616 · related or exempt $3,398,616

  • 2b · Program service revenue: HOME CERTIFICATION & VERIFICATION

    total $962,832 · related or exempt $962,832

  • 2c · Program service revenue: LEED & MULTIFAMILY CERTIFICATION

    total $832,170 · related or exempt $832,170

  • 2d · Program service revenue: ENERGY INCENTIVES REVENUE

    total $311,957 · related or exempt $311,957

  • 2e · Program service revenue: SOFTWARE REVENUE

    total $268,281 · related or exempt $268,281

  • 2f · All other program service revenue

    total $180,333 · related or exempt $180,333

  • 3 · Investment income

    total $28,185 · excluded $28,185

  • 7a · Gross sales of assets other than inventory

    securities $1,000,000

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

    securities $1,000,000

  • 7c · Gain or loss

    securities $0

  • 11a · Other revenue: OTHER INCOME

    total $2,400 · excluded $2,400

  • 11e · Other revenue, total

    $2,400

Functional expenses

Part IX, the statement of functional expenses.

  • 5 · Compensation of officers, directors and key employees

    total $364,719 · program services $295,476 · management and general $69,243

  • 7 · Other salaries and wages

    total $3,611,745 · program services $2,905,436 · management and general $706,309

  • 8 · Pension plan contributions

    total $77,849 · program services $72,003 · management and general $5,846

  • 9 · Other employee benefits

    total $419,651 · program services $351,770 · management and general $67,881

  • 10 · Payroll taxes

    total $316,233 · program services $256,098 · management and general $60,135

  • 11b · Fees: legal

    total $16,095 · program services $6,617 · management and general $9,478

  • 11c · Fees: accounting

    total $37,211 · management and general $37,211

  • 11g · Fees: other

    total $6,312,561 · program services $6,286,454 · management and general $26,107

  • 12 · Advertising and promotion

    total $58,139 · program services $48,851 · management and general $9,288

  • 13 · Office expenses

    total $343,168 · program services $263,414 · management and general $79,754

  • 14 · Information technology

    total $36,530 · program services $5,687 · management and general $30,843

  • 16 · Occupancy

    total $89,478 · program services $71,844 · management and general $17,634

  • 17 · Travel

    total $97,885 · program services $77,845 · management and general $20,040

  • 19 · Conferences, conventions and meetings

    total $33,621 · program services $26,991 · management and general $6,630

  • 22 · Depreciation, depletion and amortization

    total $70,913 · program services $66,601 · management and general $4,312

  • 23 · Insurance

    total $82,230 · program services $62,821 · management and general $19,409

  • 24a · Other expenses: PROGRAM COSTS

    total $2,615,151 · program services $2,614,138 · management and general $1,013

Balance sheet

Part X, book values.

  • 1 · Cash, non-interest-bearing

    beginning of year $511,460 · end of year $485,598

  • 2 · Savings and temporary cash investments

    beginning of year $3,050,654 · end of year $2,937,471

  • 4 · Accounts receivable

    beginning of year $1,061,056 · end of year $1,120,872

  • 7 · Other notes and loans receivable

    beginning of year $25,000 · end of year $21,802

  • 8 · Inventories for sale or use

    beginning of year $800,070 · end of year $191,764

  • 9 · Prepaid expenses and deferred charges

    beginning of year $75,560 · end of year $126,925

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

    $1,056,446

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

    $531,071

  • 10c · Land, buildings and equipment, net

    beginning of year $176,004 · end of year $525,375

  • 11 · Investments: publicly traded securities

    beginning of year $238,501 · end of year $260,383

  • 14 · Intangible assets

    beginning of year $265,000 · end of year $265,000

  • 15 · Other assets

    beginning of year $609,680 · end of year $532,811

  • 17 · Accounts payable and accrued expenses

    beginning of year $352,774 · end of year $572,146

  • 19 · Deferred revenue

    beginning of year $493,305 · end of year $173,018

  • 25 · Other liabilities

    beginning of year $4,105,410 · end of year $4,267,207

  • 27 · Net assets without donor restrictions

    beginning of year $1,851,252 · end of year $1,419,465

  • 28 · Net assets with donor restrictions

    beginning of year $10,244 · end of year $36,165

Mission and programs · 2024

Mission

EARTH ADVANTAGE IS FOCUSED ON ADVANCING A MORE INFORMED AND HUMANE HOUSING MARKET.WE WORK TO ENSURE THE US HOUSING MARKET RECOGNIZES THE ELEMENTS OF HOMES THAT CREATE CLIMATE RISK AND VALUES THE CHARACTERISTICS OF HOMES THAT PROVIDE (SEE SCHEDULE O)

Activities or mission (Part I)

EARTH ADVANTAGE IS FOCUSED ON ADVANCING A MORE INFORMED AND HUMANE HOUSING MARKET (SEE SCHEDULE O)EARTH ADVANTAGE IS FOCUSED ON ADVANCING A MORE INFORMED AND HUMANE HOUSING MARKET. WE WORK TO ENSURE THE US HOUSING MARKET RECOGNIZES THE ELEMENTS OF HOMES THAT CREATE CLIMATE RISK AND VALUES THE CHARACTERISTICS OF HOMES THAT PROVIDE CLIMATE SOLUTIONS. OUR TEAMS PARTNER WITH ENTITIES ACROSS THE COUNTRY TO DEVELOP TANGIBLE, SYSTEMIC SOLUTIONS FOR CLIMATE FRIENDLY HOUSING.

  • THE PORTLAND CLEAN ENERGY FUND SELECTED EARTH ADVANTAGE TO LEAD IMPLEMENTATION OF ITS COOLING PORTLAND PROGRAM. THE GOAL IS TO HELP INCOME-LIMITED PORTLANDERS MAKE THEIR HOMES MORE ENERGY EFFICIENT AND PROVIDE ENERGY-EFFICIENT COOLING UNITS FOR USE DURING OUR INCREASINGLY HOT SUMMERS.EARTH ADVANTAGE WAS SELECTED BY THE OREGON DEPARTMENT OF ENERGY TO DELIVER THE COMMUNITY HEAT PUMP DEPLOYMENT PROGRAM. THE PROGRAM PROVIDES FUNDING FOR HEAT PUMPS FOR QUALIFYING EXISTING HOMES IN DEFINED ENVIRONMENTAL JUSTICE COMMUNITIES.

    Expenses $7,219,971

  • HOME ENERGY LABELING: EARTH ADVANTAGE WORKS TO ESTABLISH BEST PRACTICES FOR ENERGY PERFORMANCE SCORING FOR NORTH AMERICA. EARTH ADVANTAGE PERFORMS CONSULTING SERVICES POLICY DEVELOPMENT, PROGRAM DESIGN, AND IMPLEMENTATION. THESE SERVICES INCLUDE THE INTEGRATION OF THESE HOME ENERGY RATINGS INTO DIFFERENT ENERGY EFFICIENCY PROGRAM DESIGNS.EARTH ADVANTAGE WAS SELECTED BY STOPWASTE TO DEPLOY THE BAY AREA HOME ENERGY SCORE PROGRAM ON BEHALF OF BAYREN. EARTH ADVANTAGE ALSO PARTNERS WITH THE CITY OF PORTLAND AND THE OREGON DEPARTMENT OF ENERGY, TO MANAGE THE AUTHORIZATION OF HOME ENERGY SCORE ASSESSORS AND MAINTAIN A LIST OF PROFESSIONALS WHO HAVE COMPLETED THE REQUIRED STEPS IN THE AUTHORIZATION PROCESS.

    Expenses $1,941,681 · Revenue $2,067,147

  • EARTH ADVANTAGE CERTIFICATION STANDARDS ARE SOME OF THE OLDEST AND MOST RESPECTED GREEN HOME CERTIFICATIONS IN THE UNITED STATES. THEY RELY LARGELY ON FIELD INSPECTIONS TO VERIFY COMPLIANCE WITH GREEN BUILDING STANDARDS. EARTH ADVANTAGE OFFERS FIVE POSSIBLE LEVELS OF CERTIFICATION SILVER, GOLD AND PLATINUM, ZERO ENERGY READY AND ZERO ENERGY. THE MOST BASIC LEVEL ENSURES 10% IMPROVEMENT OVER CODE ON ENERGY PERFORMANCE. THE EARTH ADVANTAGE CERTIFICATION LEVELS DEPEND ON POINTS EARNED WITHIN FIVE PILLARS OF GREEN BUILDING PERFORMANCE AND ONSITE SOLAR PREPARATION AND INSTALLATION. EARTH ADVANTAGE STANDARDS ARE USED ON SINGLE- AND MULTI-FAMILY RESIDENCES. THE STANDARDS ARE USED TO GUIDE THE WORK OF BOTH NON-PROFIT AFFORDABLE HOUSING DEVELOPERS AND FOR-PROFIT HOUSING DEVELOPERS. (CONTINUED ON SCHEDULE O)MULTIPLE OREGON CITIES AND THE STATE UTILIZE THE EARTH ADVANTAGE STANDARDS AS QUALIFICATIONS FOR PROGRAMS AND ACCESS TO BENEFITS. EARTH ADVANTAGE ALSO CERTIFIES PROJECTS TO OTHER STANDARDS INCLUDING: LEED FOR HOMES, ENERGY STAR, PASSIVE HOUSE, EPA WATERSENSE, EPA INDOOR AIRPLUS, RESNET HERS INDEX, AND ENERGY TRUST ENERGY PERFORMANCE SCORE.

    Expenses $1,782,328 · Revenue $1,868,747

  • EDUCATION: EARTH ADVANTAGE OFFERS EDUCATIONAL PROGRAMS THAT INCLUDE WORKFORCE DEVELOPMENT TRAINING FOR HISTORICALLY MARGINALIZED POPULATIONS AND TECHNICAL TRAINING FOR EXISTING PROFESSIONALS ACROSS THE CONSTRUCTION, REMODELING, AND REAL ESTATE INDUSTRIES. ADDITIONALLY, EARTH ADVANTAGE OFFERS PROFESSIONAL ACCREDITATION REGARDING GREEN BUILDING EXPERTISE FOR CONTRACTORS, DESIGNERS, REALTORS AND APPRAISERS IN SEVERAL STATES. GREEN BUILDING REGISTRY: THE GREEN BUILDING REGISTRY IS A SOFTWARE AS A SERVICE (SAAS) PLATFORM PROVIDING THE REAL ESTATE MARKET WITH VERIFIED GREEN HOME DATA. EARTH ADVANTAGE DEVELOPED THIS SOFTWARE IN ORDER TO ALLOW PUBLIC ACCESS TO GREEN HOME DATA AS WELL AS TO PROVIDE AN APPLICATION PROGRAMMING INTERFACE (API) TO REAL ESTATE MULTIPLE LISTING SERVICES FOR REAL-TIME DATA POPULATION OF REAL ESTATE LISTINGS. THE SOFTWARE ALLOWS ENERGY ASSESSORS TO PULL DATA FROM VERIFIED SOURCES LIKE THE U.S. DEPARTMENT OF ENERGY HOME ENERGY SCORE AND GENERATE STREAMLINED, MARKET-FACING HOME LABELS FOR USE BY HOME SELLERS, HOME BUYERS AND REAL ESTATE AND FINANCE PROFESSIONALS.RESEARCH AND POLICY CONSULTING: EARTH ADVANTAGE UNDERTAKES BUILDING SCIENCE RESEARCH ON BUILDING AND REMODELING BEST PRACTICES. THE ORGANIZATION WAS SELECTED BY THE NATIONAL RENEWABLE ENERGY LABORATORY (NREL) AS A RESIDENTIAL SUBJECT MATTER EXPERT ORGANIZATION AND SUPPORTS ONGOING RESEARCH PROJECT ACTIVITY. EARTH ADVANTAGE SUPPORTS BUILDING PERFORMANCE STANDARDS POLICY PROCESSES IN OREGON THROUGH A GRANT FROM THE US DEPARTMENT OF ENERGY'S BUILDING TECHNOLOGY OFFICE (BTO) RESILIENT AND EFFICIENT CODES IMPLEMENTATION (RECI) PROGRAM. ZERO COALITION: ZERO COALITION WAS ESTABLISHED IN 2017, TO ADDRESS THE NEED TO ADVANCE HOME CONSTRUCTION PRACTICES IN OREGON. EARTH ADVANTAGE GATHERED SEVERAL LIKE- MINDED NONPROFITS TO FORM THE ZERO ENERGY READY OREGON COALITION SPECIFICALLY FOCUSED ON ADVANCING OREGON BUILDING CODES IN ALIGNMENT WITH EXECUTIVE ORDER 17-20.IN ADDITION, EARTH ADVANTAGE WORKS IN PARTNERSHIP WITH CLEARESULT TO PROMOTE THE ENERGY TRUST OF OREGON RESIDENTIAL PROGRAM. EARTH ADVANTAGE ALSO SERVES AS THE FISCAL SPONSOR TO ENERCITY COLLABORATIVE, WHICH WAS ESTABLISHED TO EXTEND THE FINANCIAL, ENVIRONMENTAL, AND HEALTH BENEFITS OF A CLEAN ENERGY ECONOMY TO SPECIFIC COMMUNITIES.

    Expenses $2,468,066 · Revenue $2,018,295

As filed on the 2024 return. The filer continues this part on Schedule O, which is not shown here.

Listed in Part VII

  • Michael Armstrong

    BOARD CHAIR

    Total calculated
    $0
    Hours/week
    2

  • Michelle Tang

    BOARD TREASURER

    Total calculated
    $0
    Hours/week
    1

  • Brian Simmons

    BOARD SECRETARY

    Total calculated
    $0
    Hours/week
    1

  • Chad Ruhoff

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    1

  • Pat Daniels

    BOARD MEMBER THROUGH 3/2024

    Total calculated
    $0
    Hours/week
    1

  • Tim Treadwell

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    1

  • Rick Hodges

    BOARD MEMBER STARTING IN 9/2024

    Total calculated
    $0
    Hours/week
    1

  • Melissa Baker

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    1

  • David Heslam

    EXECUTIVE DIRECTOR

    Total calculated
    $199,984
    From this org
    $193,500
    From related orgs
    $0
    Other
    $6,484
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $185,250
    Bonus
    $8,250
    Other
    $0
    Deferred
    $6,484
    Nontaxable benefits
    $0
    Filer's total
    $199,984

  • Anthony Roy

    MANAGING DIRECTOR

    Total calculated
    $164,735
    From this org
    $153,836
    From related orgs
    $0
    Other
    $10,899
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $147,836
    Bonus
    $6,000
    Other
    $0
    Deferred
    $4,928
    Nontaxable benefits
    $5,971
    Filer's total
    $164,735

  • Erik Cathcart

    DIRECTOR OF TECHNOLOGY SERVICES

    Total calculated
    $137,980
    From this org
    $127,831
    From related orgs
    $0
    Other
    $10,149
    Hours/week
    40

  • Rebecca Heilig

    DIRECTOR OF CARBON FREE CONSTRUCTION

    Total calculated
    $149,088
    From this org
    $127,616
    From related orgs
    $0
    Other
    $21,472
    Hours/week
    40

  • Alex Boetzel

    HEAD OF RESIDENTIAL INNOVATIONS

    Total calculated
    $138,516
    From this org
    $117,617
    From related orgs
    $0
    Other
    $20,899
    Hours/week
    40

  • Bruce Manclark

    SENIOR TECHNICAL ADVISOR

    Total calculated
    $142,261
    From this org
    $132,000
    From related orgs
    $0
    Other
    $10,261
    Hours/week
    40

  • Madeline Salzman

    HEAD OF STRATEGIC PARTNERSHIPS

    Total calculated
    $127,583
    From this org
    $117,500
    From related orgs
    $0
    Other
    $10,083
    Hours/week
    40

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 · Tax indemnification and gross-up payments
  • 1a · Payments for business use of a personal residence
  • 1b · Written policy on the line-1a expenses
  • 2 · Substantiation required before reimbursing expenses
  • 3 · Compensation committee
  • 3 · Written employment contract
  • 3 · Compensation survey or study
  • 3 · Approval by the board or compensation committee
  • 5a · Pay contingent on this organization's revenues
  • 6a · Pay contingent on this organization's net earnings

Answered no

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

The filer's explanations (Part III)

PART I, LINE 1A
LONG-TERM DISABILITY INSURANCE IS PAID FOR BY EARTH ADVANTAGE. EMPLOYEES HAVE THE PREMIUMS DEDUCTED FROM THEIR GROSS PAY AND ARE REIMBURSED AT 125% (GROSS-UP). THE AVERAGE MONTHLY LTD REIMBURSEMENT IS $20. EMPLOYEES RECEIVE A HOME OFFICE STIPEND OF $0-$100 PER MONTH TO COVER INTERNET AND SUPPLY COSTS RELATED TO WORKING FROM HOME. THE AMOUNT OF THE STIPEND IS DEPENDANT ON WHETHER OR NOT THEIR JOB DESCRIPTION DUTIES AND LOCATION MAKE UTILIZATION OF THE PORTLAND OFFICE REASONABLE.
PART I, LINE 5
COMMISSIONS ARE PAID TO INDIVIDUALS ON GROSS REVENUES RECEIVED FOR PROJECTS THEY MANAGE.
PART I, LINE 6
BONUSES TO STAFF ARE PAID BASED ON ACTUAL ORGANIZATIONAL AND/OR DEPARTMENTAL FINANCIAL PERFORMANCE COMPARED TO BUDGET. THE YEAR END BONUS TO THE EXECUTIVE DIRECTOR IS BASED ON MEETING PREDETERMINED ORGANIZATIONAL GOALS.

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

No itemized grants to organizations on this return.

Provenance

Return type
form_990
Tax year
2024
Filed
6 November 2025
IRS schema version
2024v5.2
Source object
202543119349302314

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