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Nonprofiteer
← SOUTHERN ALLIANCE FOR CLEAN ENERGY

Form 990 for tax year 2023

Filed by SOUTHERN ALLIANCE FOR CLEAN ENERGY.

Totals

Total revenue
$4,615,465
Total expenses
$3,270,303
Contributions and grants received
$3,955,298
Grants paid
$340,000
Program service revenue
$0
Investment income
$660,167
Other revenue
$0
Total assets, end of year
$9,032,437
Total liabilities, end of year
$101,959
Net assets or fund balances, end of year
$8,930,478
Program services expenses (Part IX)
$2,643,895
Management and general expenses
$626,408
Fundraising expenses
$0
Program service expenses (Part III)
$2,643,895

Program services were 80.8% 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

    $3,955,298

  • 1g · Noncash contributions included above

    $1,604

  • 3 · Investment income

    total $169,199 · related or exempt $169,199

  • 7a · Gross sales of assets other than inventory

    securities $565,781

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

    securities $74,813

  • 7c · Gain or loss

    securities $490,968

  • 7d · Net gain or loss

    total $490,968 · related or exempt $490,968

Functional expenses

Part IX, the statement of functional expenses.

  • 1 · Grants to domestic organizations and governments

    total $340,000 · program services $340,000

  • 5 · Compensation of officers, directors and key employees

    total $234,187 · program services $234,187

  • 7 · Other salaries and wages

    total $1,742,348 · program services $1,369,607 · management and general $372,741

  • 9 · Other employee benefits

    total $152,676 · program services $122,101 · management and general $30,575

  • 10 · Payroll taxes

    total $132,358 · program services $105,886 · management and general $26,472

  • 11b · Fees: legal

    total $145,400 · program services $138,579 · management and general $6,821

  • 11c · Fees: accounting

    total $9,300 · program services $9,300

  • 16 · Occupancy

    total $36,639 · program services $32,790 · management and general $3,849

  • 17 · Travel

    total $121,623 · program services $106,449 · management and general $15,174

  • 22 · Depreciation, depletion and amortization

    total $111,459 · management and general $111,459

  • 23 · Insurance

    total $30,006 · program services $29,699 · management and general $307

  • 24a · Other expenses: ADMINISTRATION

    total $61,425 · program services $23,805 · management and general $37,620

  • 24b · Other expenses: WEB/MEDIA

    total $41,033 · program services $32,714 · management and general $8,319

  • 24c · Other expenses: MEMBERSHIP/DUES

    total $35,161 · program services $33,421 · management and general $1,740

  • 24d · Other expenses: CONTRACT LABOR

    total $31,322 · program services $26,713 · management and general $4,609

  • 24e · All other expenses

    total $45,366 · program services $38,644 · management and general $6,722

Balance sheet

Part X, book values.

  • 1 · Cash, non-interest-bearing

    beginning of year $344,025 · end of year $238,067

  • 2 · Savings and temporary cash investments

    beginning of year $376,686 · end of year $437,060

  • 9 · Prepaid expenses and deferred charges

    beginning of year $211,500 · end of year $220,409

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

    $1,563,795

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

    $772,129

  • 10c · Land, buildings and equipment, net

    beginning of year $814,871 · end of year $791,666

  • 11 · Investments: publicly traded securities

    beginning of year $4,973,952 · end of year $7,193,466

  • 15 · Other assets

    beginning of year $91,146 · end of year $151,769

  • 17 · Accounts payable and accrued expenses

    beginning of year $140,131 · end of year $101,959

  • 27 · Net assets without donor restrictions

    beginning of year $6,301,749 · end of year $8,513,697

  • 28 · Net assets with donor restrictions

    beginning of year $370,300 · end of year $416,781

Mission and programs · 2023

Mission

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

  • CLEAN ENERGY SACE PUBLISHED AN UPDATED VERSION OF OUR SOLAR IN THE SOUTHEAST REPORT IN 2023. WE ALSO PUBLISHED A NEW INSTALLMENT IN 2023 OF TRANSPORTATION ELECTRIFICATION IN THE SOUTHEAST IN PARTNERSHIP WITH ATLAS PUBLIC POLICY TO TRACK AND CONTEXTUALIZE THE SOUTHEASTS EV MARKET AND EXAMINE SIX KEY INDICATORS ACROSS THE REGION. OUR ANNUALLY-PUBLISHED REPORTS TRACK MARKET, UTILITY, AND PUBLIC POLICY TRENDS ACROSS THE REGION IMPACTING THE ADVANCEMENT (OR STALLS IN PROGRESS, WHEN APPROPRIATE) OF CLEAN ENERGY. THROUGH THESE ANNUAL REPORTS, SACE RANKS THE PERFORMANCE OF OUR REGION'S UTILITIES IN COMPARISON WITH THEIR REGIONAL AND NATIONAL PEERS. THESE KEY ANNUAL REPORTS PROVE TO BE IMMENSELY VALUABLE TOOLS WHEN WE APPEAR BEFORE UTILITIES AND REGULATORS, AS WELL AS IN OUR ADVOCACY FOR SMART PUBLIC POLICY. TO HELP ENSURE THAT FEDERAL MONEY IS INVESTED EFFICIENTLY AND EQUITABLY TO SECURE THE BEST OUTCOMES FOR OUR REGIONS COMMUNITIES, PARTICULARLY THE UNDERSERVED AND DISADVANTAGED, SACE HAS CREATED THE ELECTRIFY THE SOUTH COLLABORATIVE. IN 2023, WITH FUNDING FROM A GENEROUS MOVEMENT INFRASTRUCTURE GRANT FROM MOSAIC, WE HOSTED THE INAUGURAL ELECTRIFY THE SOUTH COLLABORATIVE, A TWO-DAY MEETING OF SOUTHEASTERN LOCAL GOVERNMENTS IN SAVANNAH, GEORGIA. THE EVENT, WHICH WAS CO-HOSTED BY THE SOUTHEAST SUSTAINABILITY DIRECTORS NETWORK (SSDN), PROVIDED 53 PARTICIPANTS FROM 36 LOCAL GOVERNMENTS AN OPPORTUNITY TO DISCUSS THE BARRIERS LOCAL GOVERNMENTS FACE PURSUING AND IMPLEMENTING FEDERAL ELECTRIC TRANSPORTATION DOLLARS FROM IRA AND BIL AND WAYS TO OVERCOME THEM. EACH PANEL, SMALL-GROUP DISCUSSION, AND REFLECTIVE EXERCISE WAS DESIGNED TO INFORM PARTICIPANTS, STIMULATE DEEPENING DIALOG, AND INVITE PEER-TO-PEER COLLABORATION.

    Expenses $1,814,777 · Revenue $1,825,442

  • CLIMATE SACE PUBLISHED AN UPDATED VERSION OF OUR "TRACKING DECARBONIZATION IN THE SOUTHEAST" REPORT IN 2023. THIS ANNUALLY-PUBLISHED REPORT TRACKS MARKET, UTILITY, AND PUBLIC POLICY TRENDS ACROSS THE REGION IMPACTING THE ADVANCEMENT (OR STALLS IN PROGRESS, WHEN APPROPRIATE) OF CLEAN ENERGY. THROUGH OUR ANNUAL REPORTS, SACE RANKS THE PERFORMANCE OF OUR REGION'S UTILITIES IN COMPARISON WITH THEIR REGIONAL AND NATIONAL PEERS. THESE KEY ANNUAL REPORTS PROVE TO BE IMMENSELY VALUABLE TOOLS WHEN WE APPEAR BEFORE UTILITIES AND REGULATORS, AS WELL AS IN OUR ADVOCACY FOR SMART PUBLIC POLICY. DURING SUMMER OF 2023, SACE LAUNCHED THE CLEAN ENERGY GENERATION, OUR GRASSROOTS ENGAGEMENT CAMPAIGN THAT BRINGS PEOPLE OF ALL AGES TOGETHER TO ADDRESS THE CLIMATE CRISIS AND CREATE A HEALTHY FUTURE WHERE OUR FAMILIES, COMMUNITIES, AND PLANET WILL THRIVE. SINCE THE CLEAN ENERGY GENERATION LAUNCHED ON JUNE 28TH, 2023, WE HAVE HAD OVER 700 MEMBERS SIGN UP TO GET INVOLVED. WE ARE CONTINUING TO RECRUIT NEW MEMBERS THROUGH QUARTERLY WEBINARS AND HELPING OUR EXISTING MEMBERS GET INVOLVED AND STAY UP TO DATE ON CLEAN ENERGY NEWS THROUGH MONTHLY MEMBER CALLS, BLOGS, AND A MONTHLY NEWSLETTER. WE ARE ALSO DEVELOPING TOOLKITS FOR MEMBERS TO USE FOR COMMUNITY OUTREACH ABOUT IMPORTANT DEVELOPMENTS AND OPPORTUNITIES FOR CLEAN ENERGY AND CLIMATE.

    Expenses $424,622 · Revenue $833,363

  • ENERGY EFFICIENCY SACE PUBLISHED AN UPDATED VERSION OF OUR ENERGY EFFICIENCY IN THE SOUTHEAST REPORT IN 2023. THIS ANNUALLY-PUBLISHED REPORT TRACKS MARKET, UTILITY, AND PUBLIC POLICY TRENDS ACROSS THE REGION IMPACTING THE ADVANCEMENT (OR STALLS IN PROGRESS, WHEN APPROPRIATE) OF ENERGY EFFICIENCY. THROUGH OUR ANNUAL REPORTS, SACE RANKS THE PERFORMANCE OF OUR REGION'S UTILITIES IN COMPARISON WITH THEIR REGIONAL AND NATIONAL PEERS. THESE KEY ANNUAL REPORTS PROVE TO BE IMMENSELY VALUABLE TOOLS WHEN WE APPEAR BEFORE UTILITIES AND REGULATORS, AS WELL AS IN OUR ADVOCACY FOR SMART PUBLIC POLICY. FEELING PUBLIC AND OVERSIGHT PRESSURE FROM SACE AND OTHER ADVOCATES, TVA MADE A SIGNIFICANT ABOUT-FACE ON ENERGY EFFICIENCY IN 2023. FROM PUBLIC PRESSURE IN THE MEDIA TO CONGRESSIONAL OVERSIGHT CITING OUR REPORTS, TVA FELT THE PRESSURE AND REACTED BY BRINGING BACK ENERGY EFFICIENCY PROGRAMS AND RAMPING UP SPENDING. IT HAS SET A GOAL TO MEET MOST OF ITS LOAD GROWTH WITH ENERGY EFFICIENCY, AND IS NOW BUDGETING TO SPEND 1.5 BILLION ON ENERGY EFFICIENCY OVER THE NEXT FOUR FISCAL YEARS. TVAS NEXT IRP WILL BE RELEASED IN 2024. WHILE WE DO NOT KNOW DETAILS OF ENERGY EFFICIENCY ASSUMPTIONS, TVA HAS AGAIN USED THE EE AS A RESOURCE METHOD TO EVALUATE ENERGY EFFICIENCY IN THIS UPCOMING IRP. THIS SUCCESS WOULD NOT HAVE BEEN ACHIEVED IF IT WERE NOT FOR MANY YEARS OF ADVOCACY FROM SACE.

    Expenses $404,496 · Revenue $439,750

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

As filed on the 2023 return. The filer continues this part on Schedule O, which is not shown here.

Listed in Part VII

  • STEPHEN SMITH

    EXECUTIVE DI

    Total calculated
    $266,005
    From this org
    $234,187
    From related orgs
    $0
    Other
    $31,818
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $226,444
    Bonus
    $7,743
    Other
    not reported
    Deferred
    $31,818
    Nontaxable benefits
    not reported
    Filer's total
    $266,005

  • 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
2023
Filed
3 July 2024
IRS schema version
2023v5.0
Source object
202401859349300205

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