SOUTHFACE ENERGY INSTITUTE INC: Form 990, tax year 2022
View the entire original 990 at ProPublica ↗
- Organization
- SOUTHFACE ENERGY INSTITUTE INC (EIN 58-1357547)
- Tax period
- 2022-01-01 to 2022-12-31
- Filed
- 2023-11-14
- IRS object ID
- 202313189349304971
- Schema version
- 2022v5.0
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2023-11-14T11:31:09-05:00 | ReturnTs |
| Tax Period End | 2022-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 582019486 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | SANTI & ASSOCIATES PC | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 4010 OLD MILTON PKWY | AddressLine1Txt |
| City | ALPHARETTA | CityNm |
| State Abbreviation | GA | StateAbbreviationCd |
| ZIP | 300053423 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnTypeCd |
| Tax Period Begin | 2022-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 581357547 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | SOUTHFACE ENERGY INSTITUTE INC | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | SOUT | BusinessNameControlTxt |
| Phone | 4048723549 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 241 PINE STREET NE | AddressLine1Txt |
| City | ATLANTA | CityNm |
| State Abbreviation | GA | StateAbbreviationCd |
| ZIP | 30308 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | JAMES MARLOW | PersonNm |
| Person Title | PRESIDENT | PersonTitleTxt |
| Phone | 4048723549 | PhoneNum |
| Signature | 2023-07-31 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Signing Officer SigningOfficerGrp
Person Full Name PersonFullName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person First | JAMES | PersonFirstNm |
| Person Last | MARLOW | PersonLastNm |
| Field | Value | IRS element (for citing) |
|---|---|---|
| SSN | 999009999 | SSN |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IRS Responsible Prty Info Curr | false | IRSResponsiblePrtyInfoCurrInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | ROGER A SANTI CPA | PreparerPersonNm |
| PTIN | P00121054 | PTIN |
| Phone | 7706234440 | PhoneNum |
| Preparation | 2023-11-14 | PreparationDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2022 | TaxYr |
| Build TS | 2023-04-26 12:10:37Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Principal Officer | JAMES MARLOW | PrincipalOfficerNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 241 PINE STREET NE | AddressLine1Txt |
| City | ATLANTA | CityNm |
| State Abbreviation | GA | StateAbbreviationCd |
| ZIP | 30308 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | $7,518,980 | GrossReceiptsAmt |
| Group Return For Affiliates | false | GroupReturnForAffiliatesInd |
| Organization501c3 | Yes (X) | Organization501c3Ind |
| Website Address | WWW.SOUTHFACE.ORG | WebsiteAddressTxt |
| Type Of Organization Corp | Yes (X) | TypeOfOrganizationCorpInd |
| Formation | 1978 | FormationYr |
| Legal Domicile State | GA | LegalDomicileStateCd |
| Activity Or Mission | FOR MORE THAN 40 YEARS, SOUTHFACE INSTITUTE, A NONPROFIT 501(C)3 ORGANIZATION, HAS BEEN A LEADER IN THE RESEARCH, DESIGN AND IMPLEMENTATION OF A REGENERATIVE ECONOMY, ONE THAT GIVES BACK MORE THAN IT USES. SOUTHFACE WORKS IN COLLABORATION WITH A NETWORK OF PARTNER NONPROFITS, BUSINESSES, GOVERNMENT AGENCIES, UNIVERSITIES AND TECHNICAL EXPERTS TO IMPLEMENT SUSTAINABLE, HIGH-PERFORMANCE AND SCALABLE SOLUTIONS IN HOMES, WORKPLACES AND COMMUNITIES. OUR THREE OVERARCHING GOALS INCLUDE: 1) ACHIEVING CLIMATE MITIGATION AND RESILIENCE AT THE INTERSECTION OF THE BUILT AND NATURAL ENVIRONMENTS; 2) INCREASING HEALTH AND EQUITY THROUGH IMPROVEMENTS TO THE BUILT ENVIRONMENT; AND 3) BUILDING THE KNOWLEDGE BASE AND WORKFORCE TO CATALYZE THE TRANSITION TO A REGENERATIVE ECONOMY. | ActivityOrMissionDesc |
| Voting Members Governing Body | 16 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 16 | VotingMembersIndependentCnt |
| Total Employee | 56 | TotalEmployeeCnt |
| Total Gross UBI | $0 | TotalGrossUBIAmt |
| PY Contributions Grants | $5,181,781 | PYContributionsGrantsAmt |
| CY Contributions Grants | $5,144,937 | CYContributionsGrantsAmt |
| PY Program Service Revenue | $955,827 | PYProgramServiceRevenueAmt |
| CY Program Service Revenue | $2,226,366 | CYProgramServiceRevenueAmt |
| PY Investment Income | $165,065 | PYInvestmentIncomeAmt |
| CY Investment Income | $128,672 | CYInvestmentIncomeAmt |
| PY Other Revenue | $13,024 | PYOtherRevenueAmt |
| CY Other Revenue | -$19,985 | CYOtherRevenueAmt |
| PY Total Revenue | $6,315,697 | PYTotalRevenueAmt |
| CY Total Revenue | $7,479,990 | CYTotalRevenueAmt |
| CY Grants And Similar Paid | $2,285,703 | CYGrantsAndSimilarPaidAmt |
| CY Benefits Paid To Members | $0 | CYBenefitsPaidToMembersAmt |
| PY Salaries Comp Emp Bnft Paid | $3,459,923 | PYSalariesCompEmpBnftPaidAmt |
| CY Salaries Comp Emp Bnft Paid | $2,874,857 | CYSalariesCompEmpBnftPaidAmt |
| CY Total Prof Fndrsng Expns | $0 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $231,977 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $4,133,561 | PYOtherExpensesAmt |
| CY Other Expenses | $2,620,080 | CYOtherExpensesAmt |
| PY Total Expenses | $7,593,484 | PYTotalExpensesAmt |
| CY Total Expenses | $7,780,640 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | -$1,277,787 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | -$300,650 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $9,241,956 | TotalAssetsBOYAmt |
| Total Assets EOY | $8,310,297 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $5,005,414 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $4,688,841 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | $4,236,542 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $3,621,456 | NetAssetsOrFundBalancesEOYAmt |
| Info In Schedule O Part III | Yes (X) | InfoInScheduleOPartIIIInd |
| Mission | FOR MORE THAN 40 YEARS, SOUTHFACE INSTITUTE, A NONPROFIT 501(C)3 ORGANIZATION, HAS BEEN A LEADER IN THE RESEARCH, DESIGN AND IMPLEMENTATION OF A REGENERATIVE ECONOMY, ONE THAT GIVES BACK MORE THAN IT USES. SOUTHFACE WORKS IN COLLABORATION WITH A NETWORK OF PARTNER NONPROFITS, BUSINESSES, GOVERNMENT AGENCIES, UNIVERSITIES AND TECHNICAL EXPERTS TO IMPLEMENT SUSTAINABLE, HIGH-PERFORMANCE AND SCALABLE SOLUTIONS IN HOMES, WORKPLACES AND COMMUNITIES. OUR THREE OVERARCHING GOALS INCLUDE: 1) ACHIEVING CLIMATE MITIGATION AND RESILIENCE AT THE INTERSECTION OF THE BUILT AND NATURAL ENVIRONMENTS; 2) INCREASING HEALTH AND EQUITY THROUGH IMPROVEMENTS TO THE BUILT ENVIRONMENT; AND 3) BUILDING THE KNOWLEDGE BASE AND WORKFORCE TO CATALYZE THE TRANSITION TO A REGENERATIVE ECONOMY. | MissionDesc |
| Significant New Program Srvc | false | SignificantNewProgramSrvcInd |
| Significant Change | false | SignificantChangeInd |
| Expense | $3,365,535 | ExpenseAmt |
| Grant | $2,285,703 | GrantAmt |
| Desc | GOODUSE: FOR OVER 13 YEARS, OUR GOODUSE PROGRAM HAS PARTNERED WITH OVER 545 NONPROFITS IN 29 STATES TO HELP THEM SAVE OVER 25 MILLION IN UTILITY COSTS WHILE REDUCING THEIR ENVIRONMENTAL IMPACT. USING TECHNICAL EXPERTISE AND CONSULTATIVE AND PROJECT MANAGEMENT ASSISTANCE, AND WITH THE LEVERAGE OF MATCHING GRANT SUPPORT, WE UNCOVER AREAS FOR IMPROVEMENT WITHIN FACILITIES TO INCREASE RESOURCE EFFICIENCY. IMPORTANTLY, THE PROGRAM HAS REDUCED CO2 EMISSIONS BY OVER 139,000 METRIC TONS AND SAVED OVER 150 MILLION GALLONS OF WATER AND MORE THAN 202 MILLION KWH IN ELECTRICITY SINCE ITS INCEPTION. IN FACT, OUR NONPROFIT PARTNERS SEE AN AVERAGE REDUCTION OF 30% IN UTILITY COSTS. THESE SAVINGS ARE REINVESTED IN THEIR MISSION-CRITICAL PROGRAMS AND SERVICES. FOR EXAMPLE, SAVINGS ACHIEVED BY PARTICIPATING BOYS AND GIRLS CLUBS AND FOOD BANKS ARE SIGNIFICANT ENOUGH TO POSITIVELY IMPACT OVER 10,000 CHILDREN AND SERVE AN ADDITIONAL 2.8 MILLION MEALS TO PERSONS IN NEED. BUILDING ON OVER A DECADE OF SUCCESS, SOUTHFACE INSTITUTE WILL CONTINUE TO EXPAND OUR IMPACT THROUGH THE GOODUSE PROGRAM - INCREASING RESOURCE EFFICIENCY THROUGH DELIVERING CONSULTATIVE TECHNICAL SERVICES AND MATCHING GRANTS TO NONPROFITS SERVING OUR COMMUNITIES AROUND THE NATION. IN 2020, WE ALSO LAUNCHED A PILOT TO LEVERAGE A GROUNDBREAKING FINANCING MECHANISM CALLED A SOLAR ENERGY PURCHASE AGREEMENT (SEPA) TO HELP THE SAE SCHOOL IN SOUTHWEST ATLANTA BECOME THE FIRST NET ZERO SCHOOL IN GEORGIA. | Desc |
Prog Srvc Accom Acty2 ProgSrvcAccomActy2Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $2,316,580 | ExpenseAmt |
| Revenue | $1,843,229 | RevenueAmt |
| Desc | TECHNICAL SERVICES & GREEN BUILDING CERTIFICATIONS: SOUTHFACE INSTITUTE IS A TRUSTED RESOURCE FOR OWNERS, BUILDERS AND ARCHITECTS NAVIGATING THE BUILDING TEST OUT AND CERTIFICATION PROCESS FOR MOST NATIONALLY RECOGNIZED GREEN BUILDING PROGRAMS, INCLUDING OUR OWN EARTHCRAFT PROGRAM, AS WELL AS LEED, NGBS AND ENTERPRISE GREEN COMMUNITIES. IN ADDITION, WE PROVIDE ONSITE TECHNICAL ASSISTANCE AND THE PHYSICAL INSPECTIONS AND VERIFICATIONS OFTEN REQUIRED FOR GREEN BUILDING CERTIFICATION. OUR BUILDING AUDITS AND ASSESSMENTS FOR ANY BUILDING OR HOME ARE AN EFFECTIVE TOOL TO EVALUATE THE SOURCE OF PERFORMANCE PROBLEMS AND THE COST-EFFECTIVE SOLUTIONS THAT BEST ADDRESS THEM. WE IMPACTED MORE THAN 71,000 HOMES AND 10,000 WORKPLACES, HELPING SAVE ON UTILITY BILLS AND IMPROVE INDOOR AIR QUALITY THROUGH OUR ASSESSMENTS, AUDITS AND OTHER TECHNICAL SUPPORT. THROUGH THAT WORK, WE'VE HELPED REDUCE WATER AND ELECTRICITY USE, AS WELL AS HARMFUL CLIMATE POLLUTION, HELPING BUILD TOWARD A REGENERATIVE FUTURE. WE ADVANCE REGENERATIVE BUILDING AND MANAGEMENT PRACTICES THROUGH THE FOLLOWING CERTIFICATION PROGRAMS: (1) "EARTHCRAFT-SOUTHFACE'S FAMILY OF HIGH- PERFORMANCE CERTIFICATION PROGRAMS SERVES AS A BLUEPRINT FOR ENERGY, WATER AND RESOURCE-EFFICIENT BUILDINGS AND COMMUNITIES THROUGHOUT THE SOUTHEAST. OVER THE COURSE OF EARTHCRAFT'S HISTORY, NEARLY 60,000 HOMES, MULTIFAMILY UNITS, LIGHT COMMERCIAL SPACES AND COMMUNITIES HAVE BEEN CERTIFIED ACROSS THE SOUTHEAST. (2) "BIT BUILDING-- WITH ONLY ABOUT 15% OF U.S. BUILDINGS OPERATIONALLY ELIGIBLE FOR SUSTAINABILITY CERTIFICATIONS SUCH AS LEED OR ENERGY STAR, BIT BUILDING GIVES FACILITY OPERATORS AND MANAGERS THE OPPORTUNITY TO IMPLEMENT PERFORMANCE IMPROVEMENTS TO THEIR BUILDINGS REGARDLESS OF AGE OR CONDITION. BIT ADVISORS GUIDE THE ORGANIZATION THROUGH THE PROGRAM'S 16 BEST PRACTICES FOR RESOURCE SAVINGS AND OPTIMIZATION, AND THE ORGANIZATION DETERMINES WHICH PRACTICES TO IMPLEMENT FIRST. TRAINED BIT AIDES WORK WITH PROGRAM PARTICIPANTS TO MONITOR AND BENCHMARK BUILDING OPERATIONS, EVALUATE POTENTIAL IMPROVEMENTS AND ASSIST IN IMPLEMENTING A CONTINUOUS IMPROVEMENT PLAN. SOUTHFACE PARTNERED WITH TWO LEADING TECH FIRMS, AMONG OTHERS, IMPACTING MORE THAN 11 MILLION SQUARE FEET OF BUILDING SPACE. | Desc |
Prog Srvc Accom Acty3 ProgSrvcAccomActy3Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $785,743 | ExpenseAmt |
| Revenue | $359,975 | RevenueAmt |
| Desc | CURRENT RESEARCH PROJECTS: BUILDING AMERICA | HVAC AFDD - BP 1 & 2: THE SOUTHFACE RESEARCH TEAM IS PRESENTLY ENGAGED IN RESEARCH AND VALIDATION EFFORTS REGARDING THE IMPACT OF RECENTLY DEVELOPED HVAC INSTALLATION VERIFICATION AND MONITORING TOOLS WITHIN CLIMATE ZONES 2 THROUGH 7. WE ARE ACTIVELY IMPLEMENTING THESE TOOLS NATIONWIDE IN REAL-WORLD APPLICATIONS THROUGH HVAC CONTRACTOR NETWORKS TO ASSESS THE INDIVIDUAL AND COMBINED ENERGY AND HVAC PERFORMANCE EFFECTS OF COMMISSIONING USING THE MEASUREQUICK PLATFORM AND CONTINUOUS MONITORING THROUGH THE SENSI PREDICT SYSTEM. FURTHERMORE, WE ARE ACTIVELY DOCUMENTING AND ASSESSING THE NON-ENERGY-RELATED IMPACTS OF THESE TOOLS. OUR RESEARCH OBJECTIVE IS TO REVOLUTIONIZE THE 14 BILLION RESIDENTIAL HVAC SERVICE INDUSTRY BY EMPLOYING CUTTING-EDGE TECHNOLOGY TO ADDRESS THE APPROXIMATELY 70% OF SYSTEMS CURRENTLY OPERATING WITH FAULTS. THE IDENTIFICATION AND RECTIFICATION OF THESE ISSUES ARE EXPECTED TO RESULT IN ENERGY SAVINGS RANGING FROM 10% TO 30% FOR BOTH NEW AND EXISTING SYSTEMS. ALTHOUGH PREVIOUS ATTEMPTS TO ENHANCE INSTALLATION QUALITY ON A LARGE SCALE HAVE YET TO ACHIEVE WIDESPREAD SUCCESS, INTEGRATING THESE EMERGING SYSTEMS OFFERS NUMEROUS ADVANTAGES TO HVAC CONTRACTORS AND THE MARKET FOR HIGH-PERFORMANCE HVAC SYSTEMS. P-00113--LBNL | HOME HVAC TESTING: THIS IS A SOURCES SOUGHT CONTRACT WITH LAWRENCE BERKELEY NATIONAL LABORATORY (LBNL). THE PRIMARY OBJECTIVE OF THIS STUDY IS TO SYSTEMATICALLY GATHER COMPREHENSIVE DATA CONCERNING THE INSTALLATION, OPERATIONAL CHARACTERISTICS, AND PERFORMANCE ATTRIBUTES OF A WIDE SPECTRUM OF RESIDENTIAL HEATING, AIR-CONDITIONING, AND WATER-HEATING SYSTEMS CURRENTLY IN USE WITHIN HOUSEHOLDS ACROSS THE UNITED STATES. THIS RESEARCH ENDEAVOR IS OF NOTABLE SIGNIFICANCE IN THE CONTEXT OF STANDARDS DEVELOPMENT AND ANALYTICAL EFFORTS RELATED TO SUCH EQUIPMENT. THE COMPLEXITY OF THESE TASKS STEMS FROM THE CRITICAL REQUIREMENT FOR FIELD- REPRESENTATIVE DATA, WHICH NECESSITATES AN IN-DEPTH UNDERSTANDING OF THE REAL-WORLD PERFORMANCE OF THESE SYSTEMS. THROUGH THIS STUDY, LBNL ENDEAVORS TO BRIDGE THE EXISTING KNOWLEDGE GAP BY PROCURING DATA THAT IS ESSENTIAL FOR ENABLING MORE PRECISE AND INFORMED ANALYSES. THIS, IN TURN, WILL FACILITATE THE DEVELOPMENT AND ENHANCEMENT OF INDUSTRY STANDARDS RELATED TO RESIDENTIAL HVAC AND WATER-HEATING EQUIPMENT. IT'S WORTH NOTING THAT THE RECRUITMENT OF HOMES FOR PARTICIPATION IN THIS RESEARCH INITIATIVE WILL BE EXECUTED BY EXTERNAL ENTITIES. KSU | DOE FOA 0002452 (TOPIC AREA 1): SOUTHFACE, IN COLLABORATION WITH KENNESAW STATE UNIVERSITY AND CLARK ATLANTA UNIVERSITY, HAS ESTABLISHED AND SUCCESSFULLY OPERATES THE GEORGIA INDUSTRIAL ASSESSMENT CENTER (GEO-IAC), WITH ITS PRIMARY FACILITY LOCATED AT KENNESAW STATE UNIVERSITY. THIS CENTER IS DEDICATED TO DELIVERING COMPLIMENTARY ENERGY AND PRODUCTIVITY ASSESSMENTS TO SMALL- AND MEDIUM-SIZED MANUFACTURERS, GENEROUSLY FUNDED BY THE U.S. DEPARTMENT OF ENERGY (DOE). SINCE ITS INCEPTION IN 2022, SOUTHFACE'S ACTIVITIES WITH GEO-IAC HAVE ACHIEVED NOTABLE MILESTONES. SPECIFICALLY, THE CENTER HAS CONDUCTED A TOTAL OF 20 COMPREHENSIVE ASSESSMENTS FOR VARIOUS MANUFACTURING FACILITIES, RESULTING IN THE FORMULATION OF 150 VALUABLE RECOMMENDATIONS FOR ENHANCING ENERGY EFFICIENCY AND PRODUCTIVITY. THESE RECOMMENDATIONS, WHEN IMPLEMENTED, HAVE CONTRIBUTED TO A SIGNIFICANT ENERGY SAVINGS OF 0.49 TRILLION BTU (TBTU), TRANSLATING INTO SUBSTANTIAL COST SAVINGS AMOUNTING TO 3.89 MILLION. IN ADDITION TO ITS PIVOTAL ROLE IN SUPPORTING MANUFACTURERS, GEO-IAC HAS ALSO PLAYED AN INTEGRAL PART IN EDUCATING AND TRAINING THE NEXT GENERATION OF PROFESSIONALS, WITH 22 STUDENTS HAVING BENEFITED FROM ITS TRAINING PROGRAMS TO DATE. SOUTHFACE AND ITS ESTEEMED PARTNERS REMAIN DEDICATED TO ADVANCING THE CAUSE OF ENERGY EFFICIENCY AND PRODUCTIVITY WITHIN THE MANUFACTURING SECTOR, DEMONSTRATING A REMARKABLE COMMITMENT TO BOTH INDUSTRY AND EDUCATION. | Desc |
Prog Srvc Accom Acty Other ProgSrvcAccomActyOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $309,050 | ExpenseAmt |
| Revenue | $38,662 | RevenueAmt |
| Desc | VARIOUS PROGRAM ACCOMPLISHMENTS AIDING SOUTHFACE TO MEET ITS THREE OVERARCHING GOALS, WHICH INCLUDE: 1) ACHIEVING CLIMATE MITIGATION AND RESILIENCE AT THE INTERSECTION OF THE BUILT AND NATURAL ENVIRONMENTS; 2) INCREASING HEALTH AND EQUITY THROUGH IMPROVEMENTS TO THE BUILT ENVIRONMENT; AND 3) BUILDING THE KNOWLEDGE BASE AND WORKFORCE TO CATALYZE THE TRANSITION TO A REGENERATIVE ECONOMY. | Desc |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Other Prog Srvc Expense | $309,050 | TotalOtherProgSrvcExpenseAmt |
| Total Other Prog Srvc Revenue | $38,662 | TotalOtherProgSrvcRevenueAmt |
| Total Program Service Expenses | $6,776,908 | TotalProgramServiceExpensesAmt |
| Described In Section501c3 | Yes (true) | DescribedInSection501c3Ind |
| Schedule B Required | Yes (true) | ScheduleBRequiredInd |
| Political Campaign Acty | false | PoliticalCampaignActyInd |
| Lobbying Activities | false | LobbyingActivitiesInd |
| Subject To Proxy Tax | false | SubjectToProxyTaxInd |
| Donor Advised Fund | false | DonorAdvisedFundInd |
| Conservation Easements | false | ConservationEasementsInd |
| Collections Of Art | false | CollectionsOfArtInd |
| Credit Counseling | false | CreditCounselingInd |
| Donor Rstr Or Quasi Endowments | Yes (true) | DonorRstrOrQuasiEndowmentsInd |
| Report Land Building Equipment | Yes (true) | ReportLandBuildingEquipmentInd |
| Report Investments Other Sec | false | ReportInvestmentsOtherSecInd |
| Report Program Related Invst | false | ReportProgramRelatedInvstInd |
| Report Other Assets | false | ReportOtherAssetsInd |
| Report Other Liabilities | Yes (true) | ReportOtherLiabilitiesInd |
| Include FIN48 Footnote | Yes (true) | IncludeFIN48FootnoteInd |
| Independent Audit Fincl Stmt | Yes (true) | IndependentAuditFinclStmtInd |
| Consolidated Audit Fincl Stmt | false | ConsolidatedAuditFinclStmtInd |
| School Operating | false | SchoolOperatingInd |
| Foreign Office | false | ForeignOfficeInd |
| Foreign Activities | false | ForeignActivitiesInd |
| More Than5000 K To Org | false | MoreThan5000KToOrgInd |
| More Than5000 K To Individuals | false | MoreThan5000KToIndividualsInd |
| Professional Fundraising | false | ProfessionalFundraisingInd |
| Fundraising Activities | Yes (true) | FundraisingActivitiesInd |
| Gaming Activities | false | GamingActivitiesInd |
| Operate Hospital | false | OperateHospitalInd |
| Grants To Organizations | Yes (true) | GrantsToOrganizationsInd |
| Grants To Individuals | false | GrantsToIndividualsInd |
| Schedule J Required | false | ScheduleJRequiredInd |
| Tax Exempt Bonds | false | TaxExemptBondsInd |
| Engaged In Excess Benefit Trans | false | EngagedInExcessBenefitTransInd |
| PY Excess Benefit Trans | false | PYExcessBenefitTransInd |
| Loan Outstanding | false | LoanOutstandingInd |
| Grant To Related Person | false | GrantToRelatedPersonInd |
| Business Rln With Org Mem | false | BusinessRlnWithOrgMemInd |
| Business Rln With Fam Mem | false | BusinessRlnWithFamMemInd |
| Business Rln With35 Ctrl Ent | false | BusinessRlnWith35CtrlEntInd |
| Deductible Non Cash Contri | false | DeductibleNonCashContriInd |
| Deductible Art Contribution | false | DeductibleArtContributionInd |
| Terminate Operations | false | TerminateOperationsInd |
| Partial Liquidation | false | PartialLiquidationInd |
| Disregarded Entity | false | DisregardedEntityInd |
| Related Entity | false | RelatedEntityInd |
| Related Organization Ctrl Ent | false | RelatedOrganizationCtrlEntInd |
| Trnsfr Exmpt Non Chrtbl Rltd Org | false | TrnsfrExmptNonChrtblRltdOrgInd |
| Activities Conducted Prtshp | false | ActivitiesConductedPrtshpInd |
| Schedule O Required | Yes (true) | ScheduleORequiredInd |
| IRP Document | 20 | IRPDocumentCnt |
| IRP Document W2 G | 0 | IRPDocumentW2GCnt |
| Backup Wthld Compliance | Yes (true) | BackupWthldComplianceInd |
| Employee | 56 | EmployeeCnt |
| Employment Tax Returns Filed | Yes (true) | EmploymentTaxReturnsFiledInd |
| Unrelated Bus Incm Over Limit | false | UnrelatedBusIncmOverLimitInd |
| Foreign Financial Account | false | ForeignFinancialAccountInd |
| Prohibited Tax Shelter Trans | false | ProhibitedTaxShelterTransInd |
| Taxable Party Notification | false | TaxablePartyNotificationInd |
| Nondeductible Contributions | false | NondeductibleContributionsInd |
| Indoor Tanning Services | false | IndoorTanningServicesInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | false | SubjToTaxRmnrtnExPrchtPymtInd |
| Subject To Excs Tax Net Invst Inc | false | SubjectToExcsTaxNetInvstIncInd |
| Info In Schedule O Part VI | Yes (X) | InfoInScheduleOPartVIInd |
| Governing Body Voting Members | 16 | GoverningBodyVotingMembersCnt |
| Independent Voting Member | 16 | IndependentVotingMemberCnt |
| Family Or Business Rln | false | FamilyOrBusinessRlnInd |
| Delegation Of Mgmt Duties | Yes (true) | DelegationOfMgmtDutiesInd |
| Change To Org Documents | false | ChangeToOrgDocumentsInd |
| Material Diversion Or Misuse | false | MaterialDiversionOrMisuseInd |
| Members Or Stockholders | false | MembersOrStockholdersInd |
| Election Of Board Members | false | ElectionOfBoardMembersInd |
| Decisions Subject To Approva | false | DecisionsSubjectToApprovaInd |
| Minutes Of Governing Body | Yes (true) | MinutesOfGoverningBodyInd |
| Minutes Of Committees | Yes (true) | MinutesOfCommitteesInd |
| Officer Mailing Address | false | OfficerMailingAddressInd |
| Local Chapters | Yes (true) | LocalChaptersInd |
| Policies Reference Chapters | Yes (true) | PoliciesReferenceChaptersInd |
| Form990 Provided To Gvrn Body | Yes (true) | Form990ProvidedToGvrnBodyInd |
| Conflict Of Interest Policy | Yes (true) | ConflictOfInterestPolicyInd |
| Annual Disclosure Covered Prsn | Yes (true) | AnnualDisclosureCoveredPrsnInd |
| Regular Monitoring Enfrc | Yes (true) | RegularMonitoringEnfrcInd |
| Whistleblower Policy | Yes (true) | WhistleblowerPolicyInd |
| Document Retention Policy | false | DocumentRetentionPolicyInd |
| Compensation Process CEO | Yes (true) | CompensationProcessCEOInd |
| Compensation Process Other | Yes (true) | CompensationProcessOtherInd |
| Investment In Joint Venture | false | InvestmentInJointVentureInd |
| States Where Copy Of Return Is Fld | GA | StatesWhereCopyOfReturnIsFldCd |
| Own Website | Yes (X) | OwnWebsiteInd |
Books In Care Of Detail BooksInCareOfDetail
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | WINDHAM BRANNON | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 4048982000 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 241 PINE STREET NE | AddressLine1Txt |
| City | ATLANTA | CityNm |
| State Abbreviation | GA | StateAbbreviationCd |
| ZIP | 30308 | ZIPCd |
Form990 Part VII Section A Form990PartVIISectionAGrp (20 entries)
| TitleTitleTxt | Average Hours Per WeekAverageHoursPerWeekRt | OfficerOfficerInd | Reportable Comp From OrgReportableCompFromOrgAmt | Reportable Comp From Rltd OrgReportableCompFromRltdOrgAmt | Other CompensationOtherCompensationAmt | Individual Trustee Or DirectorIndividualTrusteeOrDirectorInd |
|---|---|---|---|---|---|---|
| AMBER WHITTLE | ||||||
| VP DEV, MKT, | 40.00 | Yes (X) | $124,800 | $0 | $0 | |
| JAMES MARLOW | ||||||
| PRESIDENT | 40.00 | Yes (X) | $116,122 | $0 | $0 | |
| LAURA CASE | ||||||
| VP OF GOODUS | 40.00 | Yes (X) | $107,024 | $0 | $0 | |
| HUGH MAGANDE | ||||||
| TECHNICAL PR | 40.00 | Yes (X) | $105,560 | $0 | $0 | |
| CHRIS BOYLE | ||||||
| BOARD MEMBER | 1.00 | $0 | $0 | $0 | Yes (X) | |
| GEORGE BUCHANAN | ||||||
| BOARD MEMBER | 1.00 | $0 | $0 | $0 | Yes (X) | |
| SAM D COOK | ||||||
| BOARD MEMBER | 1.00 | $0 | $0 | $0 | Yes (X) | |
| NEIL DESAI | ||||||
| TREASURER | 1.00 | $0 | $0 | $0 | Yes (X) | |
| KEITH DOUGLAS | ||||||
| BOARD MEMBER | 1.00 | $0 | $0 | $0 | Yes (X) | |
| JOHN HINTON | ||||||
| BOARD MEMBER | 1.00 | $0 | $0 | $0 | Yes (X) | |
| RAWSON HAVERTY JR | ||||||
| BOARD MEMBER | 1.00 | $0 | $0 | $0 | Yes (X) | |
| LAURA MARLOW | ||||||
| BOARD MEMBER | 1.00 | $0 | $0 | $0 | Yes (X) | |
| PAULA MCEVOY | ||||||
| BOARD MEMBER | 1.00 | $0 | $0 | $0 | Yes (X) | |
| ELIZABETH MOORE | ||||||
| BOARD MEMBER | 1.00 | $0 | $0 | $0 | Yes (X) | |
| CHARLES REITH PHD | ||||||
| BOARD MEMBER | 1.00 | $0 | $0 | $0 | Yes (X) | |
| DENISE QUARLES | ||||||
| BOARD MEMBER | 1.00 | $0 | $0 | $0 | Yes (X) | |
| TYRONE RACHAL | ||||||
| CHAIR | 1.00 | $0 | $0 | $0 | Yes (X) | |
| DAVE RADLMANN | ||||||
| BOARD MEMBER | 1.00 | $0 | $0 | $0 | Yes (X) | |
| WILL SELLERS | ||||||
| SECRETARY | 1.00 | $0 | $0 | $0 | Yes (X) | |
| LIZ YORK | ||||||
| VICE CHAIR | 1.00 | $0 | $0 | $0 | Yes (X) | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | $453,506 | TotalReportableCompFromOrgAmt |
| Indiv Rcvd Greater Than100 K | 4 | IndivRcvdGreaterThan100KCnt |
| Former Ofcr Employees Listed | false | FormerOfcrEmployeesListedInd |
| Total Comp Greater Than150 K | false | TotalCompGreaterThan150KInd |
| Compensation From Other Srcs | false | CompensationFromOtherSrcsInd |
| Fundraising | $119,075 | FundraisingAmt |
| All Other Contributions | $5,025,862 | AllOtherContributionsAmt |
| Total Contributions | $5,144,937 | TotalContributionsAmt |
Program Service Revenue ProgramServiceRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | PROGRAM REVENUE | Desc |
| Total Revenue Column | $2,226,366 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $2,226,366 | RelatedOrExemptFuncIncomeAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | $2,226,366 | TotalProgramServiceRevenueAmt |
Investment Income InvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $113,172 | TotalRevenueColumnAmt |
| Exclusion | $113,172 | ExclusionAmt |
Gross Amount Sales Assets GrossAmountSalesAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other | $15,500 | OtherAmt |
Gain Or Loss GainOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other | $15,500 | OtherAmt |
Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $15,500 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $15,500 | RelatedOrExemptFuncIncomeAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Fundraising Gross Income | $19,005 | FundraisingGrossIncomeAmt |
| Contri Rpt Fundraising Event | $119,075 | ContriRptFundraisingEventAmt |
| Fundraising Direct Expenses | $38,990 | FundraisingDirectExpensesAmt |
Net Incm From Fundraising Evt NetIncmFromFundraisingEvtGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | -$19,985 | TotalRevenueColumnAmt |
| Exclusion | -$19,985 | ExclusionAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $7,479,990 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $2,241,866 | RelatedOrExemptFuncIncomeAmt |
| Exclusion | $93,187 | ExclusionAmt |
Grants To Domestic Orgs GrantsToDomesticOrgsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $2,285,703 | TotalAmt |
| Program Services | $2,285,703 | ProgramServicesAmt |
Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $453,506 | TotalAmt |
| Program Services | $425,027 | ProgramServicesAmt |
| Management And General | $4,172 | ManagementAndGeneralAmt |
| Fundraising | $24,307 | FundraisingAmt |
Other Salaries And Wages OtherSalariesAndWagesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,972,031 | TotalAmt |
| Program Services | $1,848,186 | ProgramServicesAmt |
| Management And General | $18,143 | ManagementAndGeneralAmt |
| Fundraising | $105,702 | FundraisingAmt |
Other Employee Benefits OtherEmployeeBenefitsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $263,599 | TotalAmt |
| Program Services | $247,045 | ProgramServicesAmt |
| Management And General | $2,425 | ManagementAndGeneralAmt |
| Fundraising | $14,129 | FundraisingAmt |
Payroll Taxes PayrollTaxesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $185,721 | TotalAmt |
| Program Services | $174,058 | ProgramServicesAmt |
| Management And General | $1,708 | ManagementAndGeneralAmt |
| Fundraising | $9,955 | FundraisingAmt |
Fees For Srvc Invst Mgmnt Fees FeesForSrvcInvstMgmntFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $9,212 | TotalAmt |
| Management And General | $9,212 | ManagementAndGeneralAmt |
Fees For Services Other FeesForServicesOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $104,813 | TotalAmt |
| Program Services | $9,006 | ProgramServicesAmt |
| Management And General | $95,750 | ManagementAndGeneralAmt |
| Fundraising | $57 | FundraisingAmt |
Advertising AdvertisingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $10,962 | TotalAmt |
| Program Services | $9,280 | ProgramServicesAmt |
| Fundraising | $1,682 | FundraisingAmt |
Office Expenses OfficeExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $8,798 | TotalAmt |
| Program Services | $362 | ProgramServicesAmt |
| Management And General | $8,436 | ManagementAndGeneralAmt |
Travel TravelGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $100,875 | TotalAmt |
| Program Services | $48,014 | ProgramServicesAmt |
| Management And General | $13,989 | ManagementAndGeneralAmt |
| Fundraising | $38,872 | FundraisingAmt |
Interest InterestGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $12,229 | TotalAmt |
| Management And General | $12,229 | ManagementAndGeneralAmt |
Depreciation Depletion DepreciationDepletionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $191,768 | TotalAmt |
| Management And General | $191,768 | ManagementAndGeneralAmt |
Insurance InsuranceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $74,738 | TotalAmt |
| Program Services | $16,973 | ProgramServicesAmt |
| Management And General | $57,765 | ManagementAndGeneralAmt |
Other Expenses OtherExpensesGrp (4 entries)
| DescDesc | TotalTotalAmt | Program ServicesProgramServicesAmt | Management And GeneralManagementAndGeneralAmt | FundraisingFundraisingAmt |
|---|---|---|---|---|
| CONTRACT LABOR | $1,430,404 | $1,377,116 | $35,978 | $17,310 |
| FEES, LICENSES & PERMITS | $272,332 | $92,237 | $175,217 | $4,878 |
| BAD DEBT | $150,000 | $150,000 | ||
| REPAIRS AND MAINTENANCE | $75,765 | $15,634 | $57,722 | $2,409 |
All Other Expenses AllOtherExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $178,184 | TotalAmt |
| Program Services | $78,267 | ProgramServicesAmt |
| Management And General | $87,241 | ManagementAndGeneralAmt |
| Fundraising | $12,676 | FundraisingAmt |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $7,780,640 | TotalAmt |
| Program Services | $6,776,908 | ProgramServicesAmt |
| Management And General | $771,755 | ManagementAndGeneralAmt |
| Fundraising | $231,977 | FundraisingAmt |
Cash Non Interest Bearing CashNonInterestBearingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,896,339 | BOYAmt |
| EOY | $1,094,341 | EOYAmt |
Savings And Temp Cash Invst SavingsAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $2,230,896 | BOYAmt |
| EOY | $2,252,500 | EOYAmt |
Accounts Receivable AccountsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $990,556 | BOYAmt |
| EOY | $1,293,624 | EOYAmt |
Oth Notes Loans Receivable Net OthNotesLoansReceivableNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $88,169 | BOYAmt |
| EOY | $81,186 | EOYAmt |
Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $57,501 | BOYAmt |
| EOY | $35,531 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Bldg Equip Cost Or Other Bss | $5,412,218 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $3,303,582 | LandBldgEquipAccumDeprecAmt |
Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $2,295,408 | BOYAmt |
| EOY | $2,108,636 | EOYAmt |
Investments Pub Traded Sec InvestmentsPubTradedSecGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,678,087 | BOYAmt |
| EOY | $1,444,479 | EOYAmt |
Other Assets Total OtherAssetsTotalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $5,000 | BOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $9,241,956 | BOYAmt |
| EOY | $8,310,297 | EOYAmt |
Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $663,772 | BOYAmt |
| EOY | $678,347 | EOYAmt |
Deferred Revenue DeferredRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $3,662,692 | BOYAmt |
| EOY | $3,620,161 | EOYAmt |
Mortg Notes Pybl Scrd Invst Prop MortgNotesPyblScrdInvstPropGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $366,667 | BOYAmt |
| EOY | $233,333 | EOYAmt |
Other Liabilities OtherLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $312,283 | BOYAmt |
| EOY | $157,000 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $5,005,414 | BOYAmt |
| EOY | $4,688,841 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization Follows FASB117 | Yes (X) | OrganizationFollowsFASB117Ind |
No Donor Restriction Net Assets NoDonorRestrictionNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | -$957,190 | BOYAmt |
| EOY | -$1,266,318 | EOYAmt |
Donor Restriction Net Assets DonorRestrictionNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $5,193,732 | BOYAmt |
| EOY | $4,887,774 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $4,236,542 | BOYAmt |
| EOY | $3,621,456 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $9,241,956 | BOYAmt |
| EOY | $8,310,297 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part XI | Yes (X) | InfoInScheduleOPartXIInd |
| Reconcilation Revenue Expnss | -$300,650 | ReconcilationRevenueExpnssAmt |
| Net Unrlzd Gains Losses Invst | -$315,328 | NetUnrlzdGainsLossesInvstAmt |
| Donated Services And Use Fclts | $892 | DonatedServicesAndUseFcltsAmt |
| Method Of Accounting Accrual | Yes (X) | MethodOfAccountingAccrualInd |
| Accountant Compile Or Review | false | AccountantCompileOrReviewInd |
| FS Audited | Yes (true) | FSAuditedInd |
FS Audited Basis FSAuditedBasisGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Separate Basis Fincl Stmt | Yes (X) | SeparateBasisFinclStmtInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Audit Committee | Yes (true) | AuditCommitteeInd |
| Federal Grant Audit Required | false | FederalGrantAuditRequiredInd |
Schedule A IRS990ScheduleA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Organization170 | Yes (X) | PublicOrganization170Ind |
Gifts Grants Contri Rcvd170 GiftsGrantsContriRcvd170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $3,496,621 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $4,042,457 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $5,353,867 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $5,181,781 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $5,144,937 | CurrentTaxYearAmt |
| Total | $23,219,663 | TotalAmt |
Total Calendar Year170 TotalCalendarYear170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $3,496,621 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $4,042,457 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $5,353,867 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $5,181,781 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $5,144,937 | CurrentTaxYearAmt |
| Total | $23,219,663 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Substantial Contributors Tot | $8,245,577 | SubstantialContributorsTotAmt |
| Public Support Total170 | $14,974,086 | PublicSupportTotal170Amt |
Gross Investment Income170 GrossInvestmentIncome170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $101,795 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $107,588 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $62,323 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $85,976 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $113,172 | CurrentTaxYearAmt |
| Total | $470,854 | TotalAmt |
Other Income170 OtherIncome170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $3,650 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $5,200 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $9,779 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $13,024 | CurrentTaxYearMinus1YearAmt |
| Total | $31,653 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Support | $23,722,170 | TotalSupportAmt |
| Gross Receipts Rltd Activities | $6,881,743 | GrossReceiptsRltdActivitiesAmt |
| Public Support CY170 | 0.63120 | PublicSupportCY170Pct |
| Public Support PY170 | 0.97940 | PublicSupportPY170Pct |
| Thirty Thr Pct Suprt Tests CY170 | Yes (X) | ThirtyThrPctSuprtTestsCY170Ind |
Form990 Schedule A Part VI Form990ScheduleAPartVIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | PART II, LINE 10 | FormAndLineReferenceDesc |
| Explanation | 31,653 | ExplanationTxt |
Schedule B IRS990ScheduleB
Contributor Information ContributorInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | RESTRICTED | ContributorNum |
Contributor Business Name ContributorBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | RESTRICTED | BusinessNameLine1 |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | RESTRICTED | AddressLine1 |
| Address Line2 | RESTRICTED | AddressLine2 |
| City | RESTRICTED | City |
| State | RESTRICTED | State |
| ZIP Code | RESTRICTED | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | RESTRICTED | TotalContributionsAmt |
Schedule D IRS990ScheduleD
CY Endwmt Fund CYEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $1,441,559 | BeginningYearBalanceAmt |
| Investment Earnings Or Losses | -$199,926 | InvestmentEarningsOrLossesAmt |
| End Year Balance | $1,241,633 | EndYearBalanceAmt |
CY Minus1 Yr Endwmt Fund CYMinus1YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $1,301,885 | BeginningYearBalanceAmt |
| Contributions | $10,000 | ContributionsAmt |
| Investment Earnings Or Losses | $129,674 | InvestmentEarningsOrLossesAmt |
| End Year Balance | $1,441,559 | EndYearBalanceAmt |
CY Minus2 Yr Endwmt Fund CYMinus2YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $1,179,060 | BeginningYearBalanceAmt |
| Investment Earnings Or Losses | $122,825 | InvestmentEarningsOrLossesAmt |
| End Year Balance | $1,301,885 | EndYearBalanceAmt |
CY Minus3 Yr Endwmt Fund CYMinus3YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $1,012,125 | BeginningYearBalanceAmt |
| Investment Earnings Or Losses | $166,935 | InvestmentEarningsOrLossesAmt |
| End Year Balance | $1,179,060 | EndYearBalanceAmt |
CY Minus4 Yr Endwmt Fund CYMinus4YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $1,049,325 | BeginningYearBalanceAmt |
| Investment Earnings Or Losses | -$37,200 | InvestmentEarningsOrLossesAmt |
| End Year Balance | $1,012,125 | EndYearBalanceAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Term Endowment Balance EOY | 1.00000 | TermEndowmentBalanceEOYPct |
| Endowments Held Unrelated Org | false | EndowmentsHeldUnrelatedOrgInd |
| Endowments Held Related Org | false | EndowmentsHeldRelatedOrgInd |
Land LandGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $1,172,149 | OtherCostOrOtherBasisAmt |
| Book Value | $1,172,149 | BookValueAmt |
Buildings BuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $3,762,519 | OtherCostOrOtherBasisAmt |
| Depreciation | $3,061,086 | DepreciationAmt |
| Book Value | $701,433 | BookValueAmt |
Leasehold Improvements LeaseholdImprovementsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $223,003 | OtherCostOrOtherBasisAmt |
| Depreciation | $70,981 | DepreciationAmt |
| Book Value | $152,022 | BookValueAmt |
Equipment EquipmentGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $136,943 | OtherCostOrOtherBasisAmt |
| Depreciation | $112,418 | DepreciationAmt |
| Book Value | $24,525 | BookValueAmt |
Other Land Buildings OtherLandBuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $117,604 | OtherCostOrOtherBasisAmt |
| Depreciation | $59,097 | DepreciationAmt |
| Book Value | $58,507 | BookValueAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Land Buildings | $2,108,636 | TotalBookValueLandBuildingsAmt |
Other Liabilities Org OtherLiabilitiesOrgGrp (2 entries)
| DescDesc | AmtAmt |
|---|---|
| RECOVERABLE GRANT | $104,000 |
| ACCRUED COMPENSATION | $53,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Liability | $157,000 | TotalLiabilityAmt |
| Footnote Text | Yes (X) | FootnoteTextInd |
| Total Rev Etc Audited Fincl Stmt | $7,195,332 | TotalRevEtcAuditedFinclStmtAmt |
| Net Unrealized Gains Invst | -$315,328 | NetUnrealizedGainsInvstAmt |
| Donated Services And Use Fclts | $892 | DonatedServicesAndUseFcltsAmt |
| Other Revenue | $38,990 | OtherRevenueAmt |
| Revenue Not Reported | -$275,446 | RevenueNotReportedAmt |
| Revenue Subtotal | $7,470,778 | RevenueSubtotalAmt |
| Investment Expenses Not Incld | $9,212 | InvestmentExpensesNotIncldAmt |
| Revenue Not Reported Fincl Stmt | $9,212 | RevenueNotReportedFinclStmtAmt |
| Total Revenue Per Form990 | $7,479,990 | TotalRevenuePerForm990Amt |
| Tot Expns Etc Audited Fincl Stmt | $7,810,418 | TotExpnsEtcAuditedFinclStmtAmt |
| Other Expenses Included | $38,990 | OtherExpensesIncludedAmt |
| Expenses Not Reported | $38,990 | ExpensesNotReportedAmt |
| Expenses Subtotal | $7,771,428 | ExpensesSubtotalAmt |
| Investment Expenses Not Incld2 | $9,212 | InvestmentExpensesNotIncld2Amt |
| Expenses Not Rpt Fincl Stmt | $9,212 | ExpensesNotRptFinclStmtAmt |
| Total Expenses Per Form990 | $7,780,640 | TotalExpensesPerForm990Amt |
Supplemental Information Detail SupplementalInformationDetail (3 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| SCHEDULE D, PAGE 3, PART X | SOUTHFACE ENERGY INSTITUTE, INC., A NONPROFIT ORGANIZATION OPERATING UNDER SECTION 501(C)(3) OF THE INTERNAL REVENUE CODE, IS EXEMPT FROM FEDERAL, STATE, AND LOCAL INCOME TAXES AND, ACCORDINGLY, NO PROVISION FOR INCOME TAXES IS INCLUDED IN THE ACCOMPANYING FINANCIAL STATEMENTS FOR THE ORGANIZATION. ACCOUNTING PRINCIPLES GENERALLY ACCEPTED IN THE UNITED STATES OF AMERICA REQUIRE MANAGEMENT TO EVALUATE TAX POSITIONS TAKEN BY THE ORGANIZATION AND RECOGNIZE A TAX LIABILITY (OR ASSET) IF THE ORGANIZATION HAS TAKEN AN UNCERTAIN TAX POSITION THAT MORE LIKELY THAN NOT WOULD NOT BE SUSTAINED UPON EXAMINATION BY THE INTERNAL REVENUE SERVICE AND GEORGIA DEPARTMENT OF REVENUE. MANAGEMENT HAS ANALYZED THE TAX POSITIONS TAKEN BY THE ORGANIZATION, AND HAS CONCLUDED THAT AS OF DECEMBER 31, 2022, THERE ARE NO UNCERTAIN POSITIONS TAKEN OR EXPECTED TO BE TAKEN THAT WOULD REQUIRE RECOGNITION OF A LIABILITY (OR ASSET) OR DISCLOSURE IN THE FINANCIAL STATEMENTS. THE ORGANIZATION IS SUBJECT TO ROUTINE AUDITS BY TAXING JURISDICTIONS; HOWEVER, THERE ARE CURRENTLY NO AUDITS FOR ANY TAX PERIODS IN PROGRESS. MANAGEMENT BELIEVES IT IS NO LONGER SUBJECT TO INCOME TAX EXAMINATIONS FOR YEARS PRIOR TO 2019. |
| SCHEDULE D, PAGE 4, PART XI, LINE 2D | DIRECT EXPENSES FROM FUNDRAISING EVENT 38,990 |
| SCHEDULE D, PAGE 4, PART XII, LINE 2D | DIRECT EXPENSES FOR FUNDRAISING EVENT 38,990 |
Schedule G IRS990ScheduleG
Fundraising Event Information FundraisingEventInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Event1 | VISIONARY DINNE | Event1Nm |
| Gross Receipts Event1 | $138,080 | GrossReceiptsEvent1Amt |
| Charitable Contri Event1 | $119,075 | CharitableContriEvent1Amt |
| Gross Revenue Event1 | $19,005 | GrossRevenueEvent1Amt |
| Other Direct Expenses Event1 | $38,990 | OtherDirectExpensesEvent1Amt |
| Gross Receipts Total | $138,080 | GrossReceiptsTotalAmt |
| Charitable Contributions Tot | $119,075 | CharitableContributionsTotAmt |
| Gross Revenue Total Events | $19,005 | GrossRevenueTotalEventsAmt |
| Oth Direct Expnss Total Events | $38,990 | OthDirectExpnssTotalEventsAmt |
| Direct Expense Summary Events | $38,990 | DirectExpenseSummaryEventsAmt |
| Net Income Summary | -$19,985 | NetIncomeSummaryAmt |
Schedule I IRS990ScheduleI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Records Maintained | false | GrantRecordsMaintainedInd |
Recipient Table RecipientTable (64 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | Recipient EINRecipientEIN | Cash GrantCashGrantAmt | Purpose Of GrantPurposeOfGrantTxt |
|---|---|---|---|---|---|---|
| ACTON ACADEMY | ||||||
| 10636 SERENBE LANE | CHATTAHOOCHEE HILLS | GA | 30268 | 800634444 | $60,000 | UTILITY SYS. IMPROV. |
| BENNETT COLLEGE | ||||||
| 900 E WASHINGTON STREET | GREENSBORO | NC | 27401 | 560532296 | $47,526 | UTILITY SYS. IMPROV. |
| BIRMINGHAM LANDMARKS INC | ||||||
| 1817 3RD AVE N | BIRMINGHAM | AL | 35203 | 630958984 | $30,027 | UTILITY SYS. IMPROV. |
| BOYS & GIRLS CLUB OF NORTH ALABAMA | ||||||
| 103 ABINGDON AVE NW | HUNTSVILLE | AL | 35801 | 630360026 | $29,625 | UTILITY SYS. IMPROV. |
| BOYS & GIRLS CLUBS OF THE VALLEY | ||||||
| 4309 E BELLEVIEW ST BLDG 14 | PHOENIX | AZ | 85008 | 860550646 | $163,125 | UTILITY SYS. IMPROV. |
| BOYS & GIRLS CLUBS OF THE VALLEY | ||||||
| 4309 E BELLEVIEW ST BLDG 14 | PHOENIX | AZ | 85008 | 860550646 | $5,045 | UTILITY SYS. IMPROV. |
| BOYS & GIRLS CLUBS OF THE VALLEY | ||||||
| 4309 E BELLEVIEW ST BLDG 14 | PHOENIX | AZ | 85008 | 860550646 | $14,597 | UTILITY SYS. IMPROV. |
| BOYS & GIRLS CLUBS OF THE VALLEY | ||||||
| 4309 E BELLEVIEW ST BLDG 14 | PHOENIX | AZ | 85008 | 860550646 | $31,830 | UTILITY SYS. IMPROV. |
| BUILDING AND CONSTRUCTION WORKFORCE | ||||||
| 1601 GULF STREET | CHATTANOOGA | TN | 37408 | 845019012 | $75,000 | UTILITY SYS. IMPROV. |
| BUILDING AND CONSTRUCTION WORKFORCE | ||||||
| 1601 GULF STREET | CHATTANOOGA | TN | 37408 | 845019012 | $75,000 | UTILITY SYS. IMPROV. |
| CREATIVE DISCOVERY MUSEUM | ||||||
| 321 CHESTNUT STREET | CHATTANOOGA | TN | 37402 | 621509462 | $60,000 | UTILITY SYS. IMPROV. |
| CUMBERLAND COUNTY PUBLIC LIBRARY | ||||||
| 1539 ANDERSON HIGHWAY | CUMBERLAND | VA | 23040 | 541298718 | $28,364 | UTILITY SYS. IMPROV. |
| EARL AND RACHEL SMITH STRAND THEATR | ||||||
| 117 NORTH PARK SQUARE | MARIETTA | GA | 30060 | 200210688 | $32,241 | UTILITY SYS. IMPROV. |
| EARL AND RACHEL SMITH STRAND THEATR | ||||||
| 117 NORTH PARK SQUARE | MARIETTA | GA | 30060 | 200210688 | $11,806 | UTILITY SYS. IMPROV. |
| EMERSON UNITARIAN UNIVERSALIST CONG | ||||||
| 4010 CANTON ROAD | MARIETTA | GA | 30066 | 581488445 | $15,000 | UTILITY SYS. IMPROV. |
| EMERSON UNITARIAN UNIVERSALIST CONG | ||||||
| 4010 CANTON ROAD | MARIETTA | GA | 30066 | 581488445 | $15,000 | UTILITY SYS. IMPROV. |
| FERNBANK MUSEUM | ||||||
| 767 CLIFTON ROAD | ATLANTA | GA | 30307 | 586028607 | $37,500 | UTILITY SYS. IMPROV. |
| FERNCLIFF CAMP | ||||||
| 1720 FERNCLIFF RD | LITTLE ROCK | AR | 72223 | 710657898 | $30,000 | UTILITY SYS. IMPROV. |
| FERNCLIFF CAMP | ||||||
| 1720 FERNCLIFF RD | LITTLE ROCK | AR | 72223 | 710657898 | $30,000 | UTILITY SYS. IMPROV. |
| FRIENDS OF DOUGLASS THEATRE COMPLEX | ||||||
| 355 MARTIN LUTHER KING JR BLVD | MACON | GA | 31201 | 582144806 | $18,087 | UTILITY SYS. IMPROV. |
| FURKIDS | ||||||
| 5235 UNION HILL RD | CUMMING | GA | 30040 | 010766844 | $30,000 | UTILITY SYS. IMPROV. |
| GATEWAY X CENTER | ||||||
| 275 PRYOR STREET SW | ATLANTA | GA | 30303 | 261193832 | $11,595 | UTILITY SYS. IMPROV. |
| GATEWAY X CENTER | ||||||
| 275 PRYOR STREET SW | ATLANTA | GA | 30303 | 261193832 | $11,595 | UTILITY SYS. IMPROV. |
| GOODWILL OF NORTH GEORGIA | ||||||
| 2201 LAWRENCEVILLE HWY SUITE 300 | DECATUR | GA | 30033 | 208351046 | $29,095 | UTILITY SYS. IMPROV. |
| HISTORIC DESOTO THEATRE FOUNDATION | ||||||
| 530 BROAD STREET | ROME | GA | 30161 | 263123118 | $15,000 | UTILITY SYS. IMPROV. |
| LANDMARK CHRISTIAN SCHOOL | ||||||
| 50 SE BROAD STREET | FAIRBURN | GA | 30213 | 581842292 | $54,965 | UTILITY SYS. IMPROV. |
| LEGAL SERVICES ALABAMA | ||||||
| PO BOX 20787 | MONTGOMERY | AL | 36120 | 630743038 | $36,750 | UTILITY SYS. IMPROV. |
| LEGAL SERVICES ALABAMA | ||||||
| PO BOX 20787 | MONTGOMERY | AL | 36120 | 630743038 | $36,750 | UTILITY SYS. IMPROV. |
| LEVITE JEWISH COMMUNITY CENTER | ||||||
| 3960 MONTCLAIR ROAD | BIRMINGHAM | AL | 35213 | 630288848 | $79,500 | UTILITY SYS. IMPROV. |
| NORTH FULTON COMMUNITY CHARITIES | ||||||
| 11275 ELKINS RD | ROSWELL | GA | 30076 | 581521088 | $30,000 | UTILITY SYS. IMPROV. |
| NORTH FULTON COMMUNITY CHARITIES | ||||||
| 11275 ELKINS RD | ROSWELL | GA | 30076 | 581521088 | $30,000 | UTILITY SYS. IMPROV. |
| NORTHMINSTER PRESBYTERIAN CHURCH | ||||||
| 4791 HAL DRIVE | CHATTANOOGA | TN | 37416 | 626043568 | $28,843 | UTILITY SYS. IMPROV. |
| OUR HOUSE INC | ||||||
| 173 BOULEVARD NE | ATLANTA | GA | 30312 | 581743333 | $29,936 | UTILITY SYS. IMPROV. |
| PRINCESS THEATRE FOR PERFORMING ART | ||||||
| PO BOX 335 | DECATUR | AL | 35602 | 631143875 | $15,000 | UTILITY SYS. IMPROV. |
| PRINCESS THEATRE FOR PERFORMING ART | ||||||
| PO BOX 335 | DECATUR | AL | 35602 | 631143875 | $15,000 | UTILITY SYS. IMPROV. |
| REFLECTION RIDING ARBORETUM AND NAT | ||||||
| 400 GARDEN ROAD | CHATTANOOGA | TN | 37419 | 581311080 | $59,248 | UTILITY SYS. IMPROV. |
| SALVATION ARMY ATLANTA AREA COMMAND | ||||||
| 1000 CENTER PLACE | NORCROSS | GA | 30093 | 580660607 | $42,088 | UTILITY SYS. IMPROV. |
| SALVATION ARMY ATLANTA AREA COMMAND | ||||||
| 1000 CENTER PLACE | NORCROSS | GA | 30093 | 580660607 | $49,773 | UTILITY SYS. IMPROV. |
| SALVATION ARMY CAMP GRANDVIEW | ||||||
| 1000 CENTER PLACE | NORCROSS | GA | 30093 | 580660607 | $30,000 | UTILITY SYS. IMPROV. |
| SALVATION ARMY CAMP GRANDVIEW | ||||||
| 1000 CENTER PLACE | NORCROSS | GA | 30093 | 580660607 | $30,000 | UTILITY SYS. IMPROV. |
| SALVATION ARMY OF AUGUSTA - KROC CE | ||||||
| 1384 GREENE STREET | AUGUSTA | GA | 30901 | 580660607 | $29,584 | UTILITY SYS. IMPROV. |
| SALVATION ARMY OF AUGUSTA - KROC CE | ||||||
| 1384 GREENE STREET | AUGUSTA | GA | 30901 | 580660607 | $29,584 | UTILITY SYS. IMPROV. |
| SANDERSVILLE SCHOOL BUILDING AUTHOR | ||||||
| PO BOX 5923 | SANDERSVILLE | GA | 31082 | 581276108 | $23,488 | UTILITY SYS. IMPROV. |
| SECOND HARVEST OF THE GREATER VALLE | ||||||
| 1220 VANDERBILT CIRCLE | MANTECA | CA | 95337 | 680376587 | $30,000 | UTILITY SYS. IMPROV. |
| SECOND HARVEST OF THE GREATER VALLE | ||||||
| 1220 VANDERBILT CIRCLE | MANTECA | CA | 95337 | 680376587 | $30,000 | UTILITY SYS. IMPROV. |
| SOUTHERN CONSERVATION TRUST | ||||||
| 3700 MARKET STREET SUITE E1 | CLARKSTON | GA | 30021 | 461402143 | $30,000 | UTILITY SYS. IMPROV. |
| SOUTHERN CONSERVATION TRUST | ||||||
| 3700 MARKET STREET SUITE E1 | CLARKSTON | GA | 30021 | 461402143 | $30,000 | UTILITY SYS. IMPROV. |
| SOUTHSIDE THEATRE GUILD | ||||||
| PO BOX 616 | FAIRBURN | GA | 30213 | 581279585 | $15,000 | UTILITY SYS. IMPROV. |
| SOUTHSIDE THEATRE GUILD | ||||||
| PO BOX 616 | FAIRBURN | GA | 30213 | 581279585 | $15,000 | UTILITY SYS. IMPROV. |
| SOUTHSIDE THEATRE GUILD | ||||||
| PO BOX 616 | FAIRBURN | GA | 30213 | 581279585 | $15,000 | UTILITY SYS. IMPROV. |
| SOUTHSIDE THEATRE GUILD | ||||||
| PO BOX 616 | FAIRBURN | GA | 30213 | 581279585 | $15,000 | UTILITY SYS. IMPROV. |
| SOUTHWEST VIRAL MEDICINE | ||||||
| 1201 E SCHUSTER BLD 7 | EL PASO | TX | 79902 | 472523262 | $15,000 | UTILITY SYS. IMPROV. |
| SOUTHWEST VIRAL MEDICINE | ||||||
| 1201 E SCHUSTER BLD 7 | EL PASO | TX | 79902 | 472523262 | $15,000 | UTILITY SYS. IMPROV. |
| THE BETHLEHEM CENTER | ||||||
| 200 WEST 38TH STREET | CHATTANOOGA | TN | 37410 | 626066210 | $54,871 | UTILITY SYS. IMPROV. |
| THE MOUNTAIN RETREAT & LEARNING CEN | ||||||
| PO BOX 1299 | HIGHLANDS | NC | 28741 | 581396972 | $29,381 | UTILITY SYS. IMPROV. |
| THE SALVATION ARMY- MCALLEN CORPS | ||||||
| 1600 N 23RD STREET | MCALLEN | TX | 78501 | 580660607 | $48,614 | UTILITY SYS. IMPROV. |
| TYBEE ISLAND MARINE SCIENCE FOUNDAT | ||||||
| PO BOX 1879 | TYBEE ISLAND | GA | 31328 | 581990772 | $17,596 | UTILITY SYS. IMPROV. |
| TYBEE ISLAND MARINE SCIENCE FOUNDAT | ||||||
| PO BOX 1879 | TYBEE ISLAND | GA | 31328 | 581990772 | $17,597 | UTILITY SYS. IMPROV. |
| UNITARIAN UNIVERSALIST CONGREGATION | ||||||
| 1190 WEST DRUID HILLS DRIVE NE STE | ATLANTA | GA | 30329 | 580707530 | $60,000 | UTILITY SYS. IMPROV. |
| BOYS AND GIRLS CLUB OF AMERICA | ||||||
| 1275 PEACHTREE ST NE | ATLANTA | GA | 30309 | 135562976 | $75,000 | UTILITY SYS. IMPROV. |
| MONTESSORI INTERNATIONAL CHILDREN'S | ||||||
| 1641 N WINCHESTER ROAD | ANNAPOLIS | MD | 21409 | 521436080 | $60,000 | UTILITY SYS. IMPROV. |
| BOYS & GIRLS CLUBS OF METROWEST | ||||||
| 169 PLEASANT STREET | MARLBOROUGH | MA | 01752 | 042387225 | $60,000 | UTILITY SYS. IMPROV. |
| LEARY EDUCATIONAL FOUNDATION DBA | ||||||
| PO BOX 3160 | WINCHESTER | VA | 22604 | 540885291 | $60,000 | UTILITY SYS. IMPROV. |
| DOWNTOWN GREENS | ||||||
| 206 CHARLES STREET | FREDERICKSBURG | VA | 22401 | 541853889 | $30,000 | UTILITY SYS. IMPROV. |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (12 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| FORM 990 - ORGANIZATION'S MISSION | FOR MORE THAN 40 YEARS, SOUTHFACE INSTITUTE, A NONPROFIT 501(C)3 ORGANIZATION, HAS BEEN A LEADER IN THE RESEARCH, DESIGN AND IMPLEMENTATION OF A REGENERATIVE ECONOMY, ONE THAT GIVES BACK MORE THAN IT USES. SOUTHFACE WORKS IN COLLABORATION WITH A NETWORK OF PARTNER NONPROFITS, BUSINESSES, GOVERNMENT AGENCIES, UNIVERSITIES AND TECHNICAL EXPERTS TO IMPLEMENT SUSTAINABLE, HIGH-PERFORMANCE AND SCALABLE SOLUTIONS IN HOMES, WORKPLACES AND COMMUNITIES. OUR THREE OVERARCHING GOALS INCLUDE: 1) ACHIEVING CLIMATE MITIGATION AND RESILIENCE AT THE INTERSECTION OF THE BUILT AND NATURAL ENVIRONMENTS; 2) INCREASING HEALTH AND EQUITY THROUGH IMPROVEMENTS TO THE BUILT ENVIRONMENT; AND 3) BUILDING THE KNOWLEDGE BASE AND WORKFORCE TO CATALYZE THE TRANSITION TO A REGENERATIVE ECONOMY. |
| FORM 990, PAGE 2, PART III, LINE 4A | GOODUSE: FOR OVER 13 YEARS, OUR GOODUSE PROGRAM HAS PARTNERED WITH OVER 545 NONPROFITS IN 29 STATES TO HELP THEM SAVE OVER 25 MILLION IN UTILITY COSTS WHILE REDUCING THEIR ENVIRONMENTAL IMPACT. USING TECHNICAL EXPERTISE AND CONSULTATIVE AND PROJECT MANAGEMENT ASSISTANCE, AND WITH THE LEVERAGE OF MATCHING GRANT SUPPORT, WE UNCOVER AREAS FOR IMPROVEMENT WITHIN FACILITIES TO INCREASE RESOURCE EFFICIENCY. IMPORTANTLY, THE PROGRAM HAS REDUCED CO2 EMISSIONS BY OVER 139,000 METRIC TONS AND SAVED OVER 150 MILLION GALLONS OF WATER AND MORE THAN 202 MILLION KWH IN ELECTRICITY SINCE ITS INCEPTION. IN FACT, OUR NONPROFIT PARTNERS SEE AN AVERAGE REDUCTION OF 30% IN UTILITY COSTS. THESE SAVINGS ARE REINVESTED IN THEIR MISSION-CRITICAL PROGRAMS AND SERVICES. FOR EXAMPLE, SAVINGS ACHIEVED BY PARTICIPATING BOYS AND GIRLS CLUBS AND FOOD BANKS ARE SIGNIFICANT ENOUGH TO POSITIVELY IMPACT OVER 10,000 CHILDREN AND SERVE AN ADDITIONAL 2.8 MILLION MEALS TO PERSONS IN NEED. BUILDING ON OVER A DECADE OF SUCCESS, SOUTHFACE INSTITUTE WILL CONTINUE TO EXPAND OUR IMPACT THROUGH THE GOODUSE PROGRAM - INCREASING RESOURCE EFFICIENCY THROUGH DELIVERING CONSULTATIVE TECHNICAL SERVICES AND MATCHING GRANTS TO NONPROFITS SERVING OUR COMMUNITIES AROUND THE NATION. IN 2020, WE ALSO LAUNCHED A PILOT TO LEVERAGE A GROUNDBREAKING FINANCING MECHANISM CALLED A SOLAR ENERGY PURCHASE AGREEMENT (SEPA) TO HELP THE SAE SCHOOL IN SOUTHWEST ATLANTA BECOME THE FIRST NET ZERO SCHOOL IN GEORGIA. |
| FORM 990, PAGE 2, PART III, LINE 4B | TECHNICAL SERVICES & GREEN BUILDING CERTIFICATIONS: SOUTHFACE INSTITUTE IS A TRUSTED RESOURCE FOR OWNERS, BUILDERS AND ARCHITECTS NAVIGATING THE BUILDING TEST OUT AND CERTIFICATION PROCESS FOR MOST NATIONALLY RECOGNIZED GREEN BUILDING PROGRAMS, INCLUDING OUR OWN EARTHCRAFT PROGRAM, AS WELL AS LEED, NGBS AND ENTERPRISE GREEN COMMUNITIES. IN ADDITION, WE PROVIDE ONSITE TECHNICAL ASSISTANCE AND THE PHYSICAL INSPECTIONS AND VERIFICATIONS OFTEN REQUIRED FOR GREEN BUILDING CERTIFICATION. OUR BUILDING AUDITS AND ASSESSMENTS FOR ANY BUILDING OR HOME ARE AN EFFECTIVE TOOL TO EVALUATE THE SOURCE OF PERFORMANCE PROBLEMS AND THE COST-EFFECTIVE SOLUTIONS THAT BEST ADDRESS THEM. WE IMPACTED MORE THAN 71,000 HOMES AND 10,000 WORKPLACES, HELPING SAVE ON UTILITY BILLS AND IMPROVE INDOOR AIR QUALITY THROUGH OUR ASSESSMENTS, AUDITS AND OTHER TECHNICAL SUPPORT. THROUGH THAT WORK, WE'VE HELPED REDUCE WATER AND ELECTRICITY USE, AS WELL AS HARMFUL CLIMATE POLLUTION, HELPING BUILD TOWARD A REGENERATIVE FUTURE. WE ADVANCE REGENERATIVE BUILDING AND MANAGEMENT PRACTICES THROUGH THE FOLLOWING CERTIFICATION PROGRAMS: (1) "EARTHCRAFT-SOUTHFACE'S FAMILY OF HIGH- PERFORMANCE CERTIFICATION PROGRAMS SERVES AS A BLUEPRINT FOR ENERGY, WATER AND RESOURCE-EFFICIENT BUILDINGS AND COMMUNITIES THROUGHOUT THE SOUTHEAST. OVER THE COURSE OF EARTHCRAFT'S HISTORY, NEARLY 60,000 HOMES, MULTIFAMILY UNITS, LIGHT COMMERCIAL SPACES AND COMMUNITIES HAVE BEEN CERTIFIED ACROSS THE SOUTHEAST. (2) "BIT BUILDING-- WITH ONLY ABOUT 15% OF U.S. BUILDINGS OPERATIONALLY ELIGIBLE FOR SUSTAINABILITY CERTIFICATIONS SUCH AS LEED OR ENERGY STAR, BIT BUILDING GIVES FACILITY OPERATORS AND MANAGERS THE OPPORTUNITY TO IMPLEMENT PERFORMANCE IMPROVEMENTS TO THEIR BUILDINGS REGARDLESS OF AGE OR CONDITION. BIT ADVISORS GUIDE THE ORGANIZATION THROUGH THE PROGRAM'S 16 BEST PRACTICES FOR RESOURCE SAVINGS AND OPTIMIZATION, AND THE ORGANIZATION DETERMINES WHICH PRACTICES TO IMPLEMENT FIRST. TRAINED BIT AIDES WORK WITH PROGRAM PARTICIPANTS TO MONITOR AND BENCHMARK BUILDING OPERATIONS, EVALUATE POTENTIAL IMPROVEMENTS AND ASSIST IN IMPLEMENTING A CONTINUOUS IMPROVEMENT PLAN. SOUTHFACE PARTNERED WITH TWO LEADING TECH FIRMS, AMONG OTHERS, IMPACTING MORE THAN 11 MILLION SQUARE FEET OF BUILDING SPACE. |
| FORM 990, PAGE 2, PART III, LINE 4C | CURRENT RESEARCH PROJECTS: BUILDING AMERICA | HVAC AFDD - BP 1 & 2: THE SOUTHFACE RESEARCH TEAM IS PRESENTLY ENGAGED IN RESEARCH AND VALIDATION EFFORTS REGARDING THE IMPACT OF RECENTLY DEVELOPED HVAC INSTALLATION VERIFICATION AND MONITORING TOOLS WITHIN CLIMATE ZONES 2 THROUGH 7. WE ARE ACTIVELY IMPLEMENTING THESE TOOLS NATIONWIDE IN REAL-WORLD APPLICATIONS THROUGH HVAC CONTRACTOR NETWORKS TO ASSESS THE INDIVIDUAL AND COMBINED ENERGY AND HVAC PERFORMANCE EFFECTS OF COMMISSIONING USING THE MEASUREQUICK PLATFORM AND CONTINUOUS MONITORING THROUGH THE SENSI PREDICT SYSTEM. FURTHERMORE, WE ARE ACTIVELY DOCUMENTING AND ASSESSING THE NON-ENERGY-RELATED IMPACTS OF THESE TOOLS. OUR RESEARCH OBJECTIVE IS TO REVOLUTIONIZE THE 14 BILLION RESIDENTIAL HVAC SERVICE INDUSTRY BY EMPLOYING CUTTING-EDGE TECHNOLOGY TO ADDRESS THE APPROXIMATELY 70% OF SYSTEMS CURRENTLY OPERATING WITH FAULTS. THE IDENTIFICATION AND RECTIFICATION OF THESE ISSUES ARE EXPECTED TO RESULT IN ENERGY SAVINGS RANGING FROM 10% TO 30% FOR BOTH NEW AND EXISTING SYSTEMS. ALTHOUGH PREVIOUS ATTEMPTS TO ENHANCE INSTALLATION QUALITY ON A LARGE SCALE HAVE YET TO ACHIEVE WIDESPREAD SUCCESS, INTEGRATING THESE EMERGING SYSTEMS OFFERS NUMEROUS ADVANTAGES TO HVAC CONTRACTORS AND THE MARKET FOR HIGH-PERFORMANCE HVAC SYSTEMS. P-00113--LBNL | HOME HVAC TESTING: THIS IS A SOURCES SOUGHT CONTRACT WITH LAWRENCE BERKELEY NATIONAL LABORATORY (LBNL). THE PRIMARY OBJECTIVE OF THIS STUDY IS TO SYSTEMATICALLY GATHER COMPREHENSIVE DATA CONCERNING THE INSTALLATION, OPERATIONAL CHARACTERISTICS, AND PERFORMANCE ATTRIBUTES OF A WIDE SPECTRUM OF RESIDENTIAL HEATING, AIR-CONDITIONING, AND WATER-HEATING SYSTEMS CURRENTLY IN USE WITHIN HOUSEHOLDS ACROSS THE UNITED STATES. THIS RESEARCH ENDEAVOR IS OF NOTABLE SIGNIFICANCE IN THE CONTEXT OF STANDARDS DEVELOPMENT AND ANALYTICAL EFFORTS RELATED TO SUCH EQUIPMENT. THE COMPLEXITY OF THESE TASKS STEMS FROM THE CRITICAL REQUIREMENT FOR FIELD- REPRESENTATIVE DATA, WHICH NECESSITATES AN IN-DEPTH UNDERSTANDING OF THE REAL-WORLD PERFORMANCE OF THESE SYSTEMS. THROUGH THIS STUDY, LBNL ENDEAVORS TO BRIDGE THE EXISTING KNOWLEDGE GAP BY PROCURING DATA THAT IS ESSENTIAL FOR ENABLING MORE PRECISE AND INFORMED ANALYSES. THIS, IN TURN, WILL FACILITATE THE DEVELOPMENT AND ENHANCEMENT OF INDUSTRY STANDARDS RELATED TO RESIDENTIAL HVAC AND WATER-HEATING EQUIPMENT. IT'S WORTH NOTING THAT THE RECRUITMENT OF HOMES FOR PARTICIPATION IN THIS RESEARCH INITIATIVE WILL BE EXECUTED BY EXTERNAL ENTITIES. KSU | DOE FOA 0002452 (TOPIC AREA 1): SOUTHFACE, IN COLLABORATION WITH KENNESAW STATE UNIVERSITY AND CLARK ATLANTA UNIVERSITY, HAS ESTABLISHED AND SUCCESSFULLY OPERATES THE GEORGIA INDUSTRIAL ASSESSMENT CENTER (GEO-IAC), WITH ITS PRIMARY FACILITY LOCATED AT KENNESAW STATE UNIVERSITY. THIS CENTER IS DEDICATED TO DELIVERING COMPLIMENTARY ENERGY AND PRODUCTIVITY ASSESSMENTS TO SMALL- AND MEDIUM-SIZED MANUFACTURERS, GENEROUSLY FUNDED BY THE U.S. DEPARTMENT OF ENERGY (DOE). SINCE ITS INCEPTION IN 2022, SOUTHFACE'S ACTIVITIES WITH GEO-IAC HAVE ACHIEVED NOTABLE MILESTONES. SPECIFICALLY, THE CENTER HAS CONDUCTED A TOTAL OF 20 COMPREHENSIVE ASSESSMENTS FOR VARIOUS MANUFACTURING FACILITIES, RESULTING IN THE FORMULATION OF 150 VALUABLE RECOMMENDATIONS FOR ENHANCING ENERGY EFFICIENCY AND PRODUCTIVITY. THESE RECOMMENDATIONS, WHEN IMPLEMENTED, HAVE CONTRIBUTED TO A SIGNIFICANT ENERGY SAVINGS OF 0.49 TRILLION BTU (TBTU), TRANSLATING INTO SUBSTANTIAL COST SAVINGS AMOUNTING TO 3.89 MILLION. IN ADDITION TO ITS PIVOTAL ROLE IN SUPPORTING MANUFACTURERS, GEO-IAC HAS ALSO PLAYED AN INTEGRAL PART IN EDUCATING AND TRAINING THE NEXT GENERATION OF PROFESSIONALS, WITH 22 STUDENTS HAVING BENEFITED FROM ITS TRAINING PROGRAMS TO DATE. SOUTHFACE AND ITS ESTEEMED PARTNERS REMAIN DEDICATED TO ADVANCING THE CAUSE OF ENERGY EFFICIENCY AND PRODUCTIVITY WITHIN THE MANUFACTURING SECTOR, DEMONSTRATING A REMARKABLE COMMITMENT TO BOTH INDUSTRY AND EDUCATION. |
| FORM 990, PAGE 2, PART III, LINE 4D | VARIOUS PROGRAM ACCOMPLISHMENTS AIDING SOUTHFACE TO MEET ITS THREE OVERARCHING GOALS, WHICH INCLUDE: 1) ACHIEVING CLIMATE MITIGATION AND RESILIENCE AT THE INTERSECTION OF THE BUILT AND NATURAL ENVIRONMENTS; 2) INCREASING HEALTH AND EQUITY THROUGH IMPROVEMENTS TO THE BUILT ENVIRONMENT; AND 3) BUILDING THE KNOWLEDGE BASE AND WORKFORCE TO CATALYZE THE TRANSITION TO A REGENERATIVE ECONOMY. |
| FORM 990, PAGE 6, PART VI, LINE 3 | A CONSULTANT WAS HIRED AS THE INTERIM PRESIDENT UNTIL THE POSITION COULD BE FILLED BY A FULL-TIME EMPLOYEE OF SOUTHFACE. |
| FORM 990, PAGE 6, PART VI, LINE 11B | THE CHAIR OF THE BOARD OF DIRECTORS IS PROVIDED WITH A COPY OF THIS RETURN PRIOR TO FILING. THE CHIEF OFFICER, FINANCE AND OPERATIONS, IS RESPONSIBLE FOR REVIEWING THE FORM 990, AND THE PRESIDENT IS THEN PROVIDED WITH THE RETURN FOR FINAL REVIEW AND APPROVAL. |
| FORM 990, PAGE 6, PART VI, LINE 12C | THE BOARD MUST ANNUALLY DISCLOSE ANY CONFLICTS OF INTEREST, AND EACH CONFLICT IS MANAGED ON A CASE BY CASE BASIS. DETERMINATION OF HOW TO MANAGE ANY CONFLICT IS MADE BY THE EXECUTIVE COMMITTEE IN CONSULTATION WITH THE PRESIDENT AND CHIEF OFFICER. EMPLOYEES ARE ALSO REQUIRED TO DISCLOSE ANY CONFLICTS OF INTEREST AT THE POINT OF HIRE. ANY EMPLOYEE WHO MAY BE INVOLVED IN A BUSINESS TRANSACTION IN WHICH THERE IS A POSSIBLE CONFLICT OF INTEREST SHALL IMMEDIATELY NOTIFY THEIR MANAGER BEFORE ANY BUSINESS TRANSACTION. THE MANAGER AND/OR APPOINTED COMMITTEE, EXCLUDING THE EMPLOYEE WITH THE CONFLICT OF INTEREST, SHALL DETERMINE THE APPROPRIATE ACTION STEPS TO TAKE. |
| FORM 990, PAGE 6, PART VI, LINE 15A | COMPENSATION OF THE PRESIDENT IS REVIEWED ANNUALLY AND DETERMINED BY THE BOARD OF DIRECTORS. BENCHMARKING AGAINST NGO AND DEPARTMENT OF LABOR DATA IS CONDUCTED EVERY THREE YEARS. |
| FORM 990, PAGE 6, PART VI, LINE 15B | COMPENSATION OF KEY EMPLOYEES IS REVIEWED ANNUALLY, AT A MINIMUM, BY THE SUPERVISOR, EXECUTIVE COMMITTEE AND THE PRESIDENT. THE BOARD OF TRUSTEES REVIEWS AND APPROVES ALL SALARIES AND BONUSES. |
| FORM 990, PAGE 6, PART VI, LINE 19 | GOVERNING DOCUMENTS ARE MADE AVAILABLE TO THE PUBLIC UPON REQUEST. |
| FORM 990, PART XI, LINE 9 | DIRECT EXPENSES FROM FUNDRAISING EVENT 38,990 DIRECT EXPENSES FOR FUNDRAISING EVENT -38,990 |
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