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 MarlowJAMES 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 CaseLAURA CASE
VP OF GOODUS
- Total calculated
- $112,084
- From this org
- $112,084
- From related orgs
- $0
- Other
- $0
- Hours/week
- 40
-
Nathan BessetteNATHAN BESSETTE
VP OF TECH S
- Total calculated
- $109,280
- From this org
- $109,280
- From related orgs
- $0
- Other
- $0
- Hours/week
- 40
-
Hugh MagandeHUGH MAGANDE
TECHNICAL PR
- Total calculated
- $108,907
- From this org
- $108,907
- From related orgs
- $0
- Other
- $0
- Hours/week
- 40
-
Stephanie BrownSTEPHANIE BROWN
VP OF DEVELO
- Total calculated
- $106,048
- From this org
- $106,048
- From related orgs
- $0
- Other
- $0
- Hours/week
- 40
-
Evelyn BoldenEVELYN BOLDEN
BOARD MEMBER
- Total calculated
- $0
- Hours/week
- 1
-
George BuchananGEORGE BUCHANAN
BOARD MEMBER
- Total calculated
- $0
- Hours/week
- 1
-
Neil DesaiNEIL DESAI
TREASURER
- Total calculated
- $0
- Hours/week
- 1
-
David GevertzDAVID GEVERTZ
BOARD MEMBER
- Total calculated
- $0
- Hours/week
- 1
-
Reeti GuptaREETI GUPTA
BOARD MEMBER
- Total calculated
- $0
- Hours/week
- 1
-
Dylan HowardDYLAN HOWARD
BOARD MEMBER
- Total calculated
- $0
- Hours/week
- 1
-
Ed Akins IIED AKINS II
BOARD MEMBER
- Total calculated
- $0
- Hours/week
- 1
-
Rawson Haverty JrRAWSON HAVERTY JR
BOARD MEMBER
- Total calculated
- $0
- Hours/week
- 1
-
Sam D Cook JrSAM D COOK JR
BOARD MEMBER
- Total calculated
- $0
- Hours/week
- 1
-
Caroline MahoneyCAROLINE MAHONEY
BOARD MEMBER
- Total calculated
- $0
- Hours/week
- 1
-
Laura MarlowLAURA MARLOW
BOARD MEMBER
- Total calculated
- $0
- Hours/week
- 1
-
Paula McEvoyPAULA MCEVOY
BOARD MEMBER
- Total calculated
- $0
- Hours/week
- 1
-
Elizabeth MooreELIZABETH MOORE
BOARD MEMBER
- Total calculated
- $0
- Hours/week
- 1
-
David PaullDAVID PAULL
BOARD MEMBER
- Total calculated
- $0
- Hours/week
- 1
-
Tyrone RachalTYRONE RACHAL
BOARD MEMBER
- Total calculated
- $0
- Hours/week
- 1
-
Dave RadlmannDAVE RADLMANN
BOARD MEMBER
- Total calculated
- $0
- Hours/week
- 1
-
Danna Lopez RicheyDANNA LOPEZ RICHEY
BOARD MEMBER
- Total calculated
- $0
- Hours/week
- 1
-
Kelly O'Day WeisingerKELLY O'DAY WEISINGER
BOARD MEMBER
- Total calculated
- $0
- Hours/week
- 1
-
Liz YorkLIZ 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
-
SALVATION ARMY CENTER FOR HOPE
$150,000
IMPROVEMENTS TO NPO'
-
$90,000
IMPROVEMENTS TO NPO'
-
BOYS AND GIRLS CLUB OF AMERICA
$75,000
IMPROVEMENTS TO NPO'
-
$75,000
IMPROVEMENTS TO NPO'
-
SUNCOAST COMMUNITIES BLOOD BANK
$75,000
IMPROVEMENTS TO NPO'
-
$75,000
IMPROVEMENTS TO NPO'
-
IMPROVEMENTS TO NPO'
-
$53,141
IMPROVEMENTS TO NPO'
-
$53,141
IMPROVEMENTS TO NPO'
-
IMPROVEMENTS TO NPO'
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.
The source document this was parsed from is served over the API, which is where bulk and document access live.