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← SOUTHFACE ENERGY INSTITUTE INC

Form 990 for tax year 2024

Filed by SOUTHFACE ENERGY INSTITUTE INC.

Totals

Total revenue
$8,643,950
Total expenses
$8,576,087
Contributions and grants received
$3,107,355
Grants paid
$3,128,797
Program service revenue
$5,282,680
Investment income
$223,194
Other revenue
$30,721
Total assets, end of year
$6,917,866
Total liabilities, end of year
$3,460,874
Net assets or fund balances, end of year
$3,456,992
Program services expenses (Part IX)
$7,209,404
Management and general expenses
$966,122
Fundraising expenses
$400,561
Program service expenses (Part III)
$7,209,404

Program services were 84.1% 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.

  • 1e · Government grants (contributions)

    $839,762

  • 1f · All other contributions, gifts and grants

    $2,267,593

  • 1g · Noncash contributions included above

    $66,883

  • 2a · Program service revenue: PROGRAM REVENUE

    total $5,282,680 · related or exempt $5,282,680

  • 3 · Investment income

    total $220,016 · related or exempt $41,062 · excluded $178,954

  • 7a · Gross sales of assets other than inventory

    securities $268,289

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

    securities $265,111

  • 7c · Gain or loss

    securities $3,178

  • 7d · Net gain or loss

    total $3,178 · related or exempt $3,178

  • 8a · Fundraising events: gross income

    $56,661

  • 8b · Fundraising events: direct expenses

    $36,072

  • 8c · Net income from fundraising events

    total $20,589 · excluded $20,589

  • 11a · Other revenue: OTHER REVENUE

    total $10,132 · related or exempt $10,132

  • 11e · Other revenue, total

    $10,132

Functional expenses

Part IX, the statement of functional expenses.

  • 1 · Grants to domestic organizations and governments

    total $3,128,797 · program services $3,128,797

  • 5 · Compensation of officers, directors and key employees

    total $639,147 · program services $580,217 · management and general $11,251 · fundraising $47,679

  • 7 · Other salaries and wages

    total $2,148,291 · program services $1,950,288 · management and general $37,870 · fundraising $160,133

  • 9 · Other employee benefits

    total $274,893 · program services $251,857 · management and general $1,814 · fundraising $21,222

  • 10 · Payroll taxes

    total $199,720 · program services $182,984 · management and general $1,318 · fundraising $15,418

  • 11f · Fees: investment management

    total $10,466 · management and general $10,466

  • 11g · Fees: other

    total $177,341 · program services $4,733 · management and general $172,513 · fundraising $95

  • 12 · Advertising and promotion

    total $110,624 · program services $64,163 · management and general $2,032 · fundraising $44,429

  • 13 · Office expenses

    total $9,918 · program services $7,235 · management and general $1,503 · fundraising $1,180

  • 17 · Travel

    total $103,965 · program services $67,945 · management and general $26,056 · fundraising $9,964

  • 19 · Conferences, conventions and meetings

    total $60,207 · program services $23,149 · management and general $19,484 · fundraising $17,574

  • 20 · Interest

    total $3,372 · management and general $3,372

  • 22 · Depreciation, depletion and amortization

    total $178,196 · management and general $178,196

  • 23 · Insurance

    total $76,547 · program services $1,500 · management and general $75,047

  • 24a · Other expenses: CONTRACT LABOR

    total $935,347 · program services $697,121 · management and general $182,763 · fundraising $55,463

  • 24b · Other expenses: FEES, LICENSES & PERMITS

    total $190,849 · program services $93,516 · management and general $94,924 · fundraising $2,409

  • 24c · Other expenses: DONATIONS

    total $139,284 · program services $139,284

  • 24d · Other expenses: REPAIRS AND MAINTENANCE

    total $82,204 · program services $1,268 · management and general $78,596 · fundraising $2,340

  • 24e · All other expenses

    total $106,919 · program services $15,347 · management and general $68,917 · fundraising $22,655

Balance sheet

Part X, book values.

  • 1 · Cash, non-interest-bearing

    beginning of year $87,424 · end of year $86,557

  • 2 · Savings and temporary cash investments

    beginning of year $4,274,587 · end of year $1,711,200

  • 4 · Accounts receivable

    beginning of year $463,823 · end of year $903,988

  • 7 · Other notes and loans receivable

    beginning of year $73,774 · end of year $61,774

  • 9 · Prepaid expenses and deferred charges

    beginning of year $59,678 · end of year $79,819

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

    $5,417,287

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

    $3,672,077

  • 10c · Land, buildings and equipment, net

    beginning of year $1,918,337 · end of year $1,745,210

  • 11 · Investments: publicly traded securities

    beginning of year $1,649,508 · end of year $1,791,331

  • 15 · Other assets

    beginning of year $537,987 · end of year $537,987

  • 17 · Accounts payable and accrued expenses

    beginning of year $1,516,488 · end of year $1,387,399

  • 19 · Deferred revenue

    beginning of year $4,030,455 · end of year $1,913,475

  • 23 · Secured mortgages and notes payable

    beginning of year $100,000

  • 25 · Other liabilities

    beginning of year $144,000 · end of year $160,000

  • 27 · Net assets without donor restrictions

    beginning of year -$2,171,819 · end of year -$22,729

  • 28 · Net assets with donor restrictions

    beginning of year $5,445,994 · end of year $3,479,721

Mission and programs · 2024

Mission

SOUTHFACE PROMOTES SUSTAINABLE HOMES, WORKPLACES, AND COMMUNITIES THROUGH EDUCATION, RESEARCH, ADVOCACY, AND TECHNICAL ASSISTANCE.

Activities or mission (Part I)

SOUTHFACE INSTITUTE'S MISSION IS TO PROMOTE SUSTAINABLE HOMES, WORKPLACES, AND COMMUNITIES THROUGH EDUCATION, RESEARCH, ADVOCACY, AND TECHNICAL ASSISTANCE. GUIDED BY INNOVATION AND COLLABORATION, SOUTHFACE EMPOWERS COMMUNITIES, GOVERNMENTS, AND BUSINESSES TO CREATE LASTING, POSITIVE CHANGE.

  • GOODUSE: FORMERLY GRANTS TO GREEN, GOODUSE PROVIDES FINANCIAL AND TECHNICAL ASSISTANCE TO 501(C)(3) NONPROFITS NATIONWIDE FOR FACILITY UPGRADES THAT IMPROVE ENERGY EFFICIENCY AND HEALTH. IN 2024, THANKS TO A NEW U.S. DOE RENEW AMERICA'S NONPROFITS GRANT, GOODUSE EXPANDED ITS IMPACT, SUPPORTING 47 ORGANIZATIONS WITH MISSIONS RANGING FROM FOOD SECURITY TO DISASTER RELIEF. TO DATE, THE PROGRAM HAS REACHED OVER 615 NONPROFITS IN 33 STATES, DELIVERING 4.5 MILLION IN ANNUAL UTILITY SAVINGS AND REDUCING EMISSIONS BY OVER 24,000 METRIC TONS OF CO?E. ON AVERAGE, PARTICIPATING ORGANIZATIONS SAVE 28% ON UTILITY COSTS-FUNDS THAT CAN BE REDIRECTED TO CRITICAL COMMUNITY SERVICES.

    Expenses $4,326,055 · Grants $3,267,780 · Revenue $3,103,013

  • TECHNICAL SERVICES: SOUTHFACE OFFERS FEE-FOR-SERVICE SUPPORT TO IMPROVE THE PERFORMANCE AND SUSTAINABILITY OF RESIDENTIAL AND COMMERCIAL BUILDINGS: DESIGN CONSULTING: TAILORED GUIDANCE FOR NEW BUILDS OR MAJOR RENOVATIONS, ALIGNED WITH CLIENT GOALS AND BUDGET. IN 2024, SOUTHFACE SUPPORTED 27 PROJECTS. GREEN CERTIFICATION: EXPERT ASSISTANCE IN SELECTING AND ACHIEVING OPTIMAL GREEN CERTIFICATIONS. IN 2024, 29 PROJECTS AND 774 MULTIFAMILY UNITS RECEIVED CERTIFICATIONS. EARTHCRAFT: CO-DEVELOPED WITH THE GREATER ATLANTA HOME BUILDERS ASSOCIATION, EARTHCRAFT CERTIFIES HOMES AND BUILDINGS FOR ENERGY EFFICIENCY, AIR QUALITY, AND DURABILITY. IN 2024, 3,170 MULTIFAMILY UNITS AND 95 SINGLE-FAMILY HOMES EARNED CERTIFICATION. BIT BUILDING: A PERFORMANCE IMPROVEMENT PROGRAM FOR EXISTING BUILDINGS AND TENANT SPACES, BIT SUPPORTS BUILDINGS OF ANY TYPE, WITH ACCESSIBLE PRICING AND NO MINIMUM PERFORMANCE THRESHOLDS. IN 2024, 64 PROJECTS PARTICIPATED.

    Expenses $1,804,589 · Revenue $919,225

  • RESEARCH: BUILDING AMERICA - HVAC AFDD: SOUTHFACE IS COMPLETING A MULTI-PHASE STUDY ON HVAC INSTALLATION VERIFICATION AND MONITORING TOOLS ACROSS CLIMATE ZONES 2-7. RESULTS SHOW STATISTICALLY SIGNIFICANT IMPROVEMENTS IN SYSTEM PERFORMANCE, POINTING TO TRANSFORMATIVE OPPORTUNITIES FOR THE 14 BILLION HVAC SERVICE INDUSTRY. WHILE PAST EFFORTS TO SCALE INSTALLATION QUALITY FELL SHORT, OUR FINDINGS DEMONSTRATE THE MARKET POTENTIAL OF EMERGING SYSTEMS FOR HIGH-PERFORMANCE HVAC. DOE ENERGY SHED (GEORGIA TECH): IN PARTNERSHIP WITH GEORGIA TECH AND FUNDED BY THE U.S. DEPARTMENT OF ENERGY, SOUTHFACE IS HELPING REIMAGINE ELECTRIC INFRASTRUCTURE PLANNING TO BETTER MEET COMMUNITY ENERGY NEEDS. AS DISTRIBUTED RENEWABLE ENERGY SOURCES GROW, THIS RESEARCH EXPLORES LOCALIZED STRATEGIES FOR ENERGY GENERATION, TRANSMISSION, AND STORAGE. GEORGIA INDUSTRIAL ASSESSMENT CENTER (KSU): SOUTHFACE CO-OPERATES THE GEORGIA INDUSTRIAL ASSESSMENT CENTER (GEO-IAC) ALONGSIDE KENNESAW STATE UNIVERSITY AND CLARK ATLANTA UNIVERSITY. SINCE 2022, GEO-IAC HAS PROVIDED FREE ENERGY AND PRODUCTIVITY ASSESSMENTS TO SMALL- AND MEDIUM-SIZED MANUFACTURERS, RESULTING IN 4.88 MILLION IN COST SAVINGS AND 0.59 TRILLION BTU IN ENERGY SAVINGS. THE CENTER ALSO SERVES AS A TRAINING HUB, WITH 26 STUDENTS PARTICIPATING IN ITS PROGRAMS.

    Expenses $368,446 · Revenue $373,728

  • ADVOCACY: SOUTHFACE'S ADVOCACY TEAM LAID CRITICAL GROUNDWORK IN 2024 TO PREPARE FOR THE 2025 INTEGRATED RESOURCE PLAN (IRP) PROCEEDINGS BEFORE GEORGIA'S PUBLIC SERVICE COMMISSION. WE HOSTED SIX WORKSHOPS TO INFORM PARTNERS ABOUT KEY ENERGY ISSUES IN THE IRP DEBATE. OUR ADVOCACY EXTENDED TO VITAL WAREHOUSE SOLAR RESEARCH AND BUILDING STRATEGIC PARTNERSHIPS WITH THE ASSOCIATION OF COUNTY COMMISSIONERS, GEORGIA MUNICIPAL ASSOCIATION, CARL VINSON INSTITUTE OF GOVERNMENT AT UGA, AND ATLANTA REGIONAL COMMISSION-FOSTERING COLLABORATION TOWARD SHARED GOALS AND FUTURE POLICY INITIATIVES. EDUCATION: IN 2024, SOUTHFACE'S EDUCATION TEAM EQUIPPED 2,224 INDIVIDUALS WITH THE KNOWLEDGE AND SKILLS TO ADVANCE WITHIN THE GREEN BUILDING WORKFORCE. THROUGH 57 TRAININGS, WORKSHOPS, AND EVENTS, PARTICIPANTS EARNED PROFESSIONAL CREDENTIALS SUCH AS HOME ENERGY RATER AND DUCT AND ENVELOPE TIGHTNESS VERIFIER, AMONG OTHERS. OUR INSTRUCTOR-LED VIRTUAL AND IN-PERSON COURSES ENSURE WORKERS ARE PREPARED TO THRIVE IN THE GROWING CLEAN ENERGY ECONOMY. SUSTAINABLE COMMUNITIES: SOUTHFACE SUPPORTS MUNICIPALITIES IN CREATING CUSTOMIZED SUSTAINABILITY PLANS THAT PRIORITIZE CLEAN ENERGY AND EQUITY. IN 2024, WE LED THE DEKALB CLEAN ENERGY & TRANSPORTATION TRANSITION PLAN, DRIVING PROGRESS THROUGH STRATEGIC WRITING, STAKEHOLDER ENGAGEMENT, AND ONGOING MUNICIPAL COORDINATION. WE ALSO HOSTED AND SUPPORTED CLEAN CITIES GEORGIA, A NONPROFIT DEDICATED TO ADVANCING CLEAN TRANSPORTATION. OUR EVENTS, WEBINARS, AND OUTREACH ENGAGED APPROXIMATELY 1,600 PEOPLE DIRECTLY AND REACHED AN ADDITIONAL 10,000 ACROSS THE STATE.

    Expenses $710,314 · Revenue $886,714

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

Listed in Part VII

  • James Marlow

    PRESIDENT

    Total calculated
    $202,828
    From this org
    $202,828
    From related orgs
    $0
    Other
    $0
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $202,828
    Bonus
    not reported
    Other
    not reported
    Deferred
    not reported
    Nontaxable benefits
    not reported
    Filer's total
    $202,828
  • Laura Case

    VP OF GOODUS

    Total calculated
    $112,084
    From this org
    $112,084
    From related orgs
    $0
    Other
    $0
    Hours/week
    40
  • Nathan Bessette

    VP OF TECH S

    Total calculated
    $109,280
    From this org
    $109,280
    From related orgs
    $0
    Other
    $0
    Hours/week
    40
  • Hugh Magande

    TECHNICAL PR

    Total calculated
    $108,907
    From this org
    $108,907
    From related orgs
    $0
    Other
    $0
    Hours/week
    40
  • Stephanie Brown

    VP OF DEVELO

    Total calculated
    $106,048
    From this org
    $106,048
    From related orgs
    $0
    Other
    $0
    Hours/week
    40
  • Evelyn Bolden

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    1
  • George Buchanan

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    1
  • Neil Desai

    TREASURER

    Total calculated
    $0
    Hours/week
    1
  • David Gevertz

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    1
  • Reeti Gupta

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    1
  • Dylan Howard

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    1
  • Ed Akins II

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    1
  • Rawson Haverty Jr

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    1
  • Sam D Cook Jr

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    1
  • Caroline Mahoney

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    1
  • Laura Marlow

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    1
  • Paula McEvoy

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    1
  • Elizabeth Moore

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    1
  • David Paull

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    1
  • Tyrone Rachal

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    1
  • Dave Radlmann

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    1
  • Danna Lopez Richey

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    1
  • Kelly O'Day Weisinger

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    1
  • Liz York

    BOARD CHAIR

    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

None.

Answered no

  • 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

The 10 largest by cash amount. The API serves every itemized grant.

Provenance

Return type
form_990
Tax year
2024
Filed
10 August 2025
IRS schema version
2024v5.0
Source object
202523189349303682

Check it against the return as filed: the GivingTuesday Data Lake hosts a public copy of the original XML.

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