SOUTHFACE ENERGY INSTITUTE INC: Form 990, tax year 2021
View the entire original 990 at ProPublica ↗
- Organization
- SOUTHFACE ENERGY INSTITUTE INC (EIN 58-1357547)
- Tax period
- 2021-01-01 to 2021-12-31
- Filed
- 2022-11-08
- IRS object ID
- 202243129349304119
- Schema version
- 2021v4.0
- 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 | 2022-11-08T16:11:31-05:00 | ReturnTs |
| Tax Period End | 2021-12-31 | 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 | 2021-01-01 | 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 | 2022-10-31 | 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 |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | ROGER A SANTI CPA | PreparerPersonNm |
| PTIN | P00121054 | PTIN |
| Phone | 7706234440 | PhoneNum |
| Preparation | 2022-11-08 | PreparationDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2021 | TaxYr |
| Build TS | 2022-09-23 18:48:47Z | 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 | $6,315,697 | 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 | 18 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 18 | VotingMembersIndependentCnt |
| Total Employee | 65 | TotalEmployeeCnt |
| Total Gross UBI | $0 | TotalGrossUBIAmt |
| PY Contributions Grants | $5,353,867 | PYContributionsGrantsAmt |
| CY Contributions Grants | $5,181,781 | CYContributionsGrantsAmt |
| PY Program Service Revenue | $1,019,183 | PYProgramServiceRevenueAmt |
| CY Program Service Revenue | $955,827 | CYProgramServiceRevenueAmt |
| PY Investment Income | $142,900 | PYInvestmentIncomeAmt |
| CY Investment Income | $165,065 | CYInvestmentIncomeAmt |
| PY Other Revenue | $619,279 | PYOtherRevenueAmt |
| CY Other Revenue | $13,024 | CYOtherRevenueAmt |
| PY Total Revenue | $7,135,229 | PYTotalRevenueAmt |
| CY Total Revenue | $6,315,697 | CYTotalRevenueAmt |
| CY Grants And Similar Paid | $0 | CYGrantsAndSimilarPaidAmt |
| CY Benefits Paid To Members | $0 | CYBenefitsPaidToMembersAmt |
| PY Salaries Comp Emp Bnft Paid | $3,804,732 | PYSalariesCompEmpBnftPaidAmt |
| CY Salaries Comp Emp Bnft Paid | $3,459,923 | CYSalariesCompEmpBnftPaidAmt |
| CY Total Prof Fndrsng Expns | $0 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $308,107 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $2,847,012 | PYOtherExpensesAmt |
| CY Other Expenses | $4,133,561 | CYOtherExpensesAmt |
| PY Total Expenses | $6,651,744 | PYTotalExpensesAmt |
| CY Total Expenses | $7,593,484 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | $483,485 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | -$1,277,787 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $10,075,863 | TotalAssetsBOYAmt |
| Total Assets EOY | $9,241,956 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $4,561,534 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $5,005,414 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | $5,514,329 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $4,236,542 | 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 | $6,488,771 | ExpenseAmt |
| Revenue | $6,315,697 | RevenueAmt |
| Desc | GOODUSE: FOR OVER 13 YEARS, OUR GOODUSE PROGRAM HAS PARTNERED WITH OVER 300 NONPROFITS IN 27 STATES TO HELP THEM SAVE OVER 16.2 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 89,000 METRIC TONS AND SAVED OVER 99 MILLION GALLONS OF WATER AND MORE THAN 131 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 7,000 CHILDREN AND SERVE AN ADDITIONAL 1.7 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. EQUITABLE AND CLEAN ENERGY FOR ALL: OUR POLICY ADVOCACY TEAM SEEKS TO ADVANCE STATE AND LOCAL POLICIES THAT PROPEL THE CLEAN-ENERGY AND RESOURCE EFFICIENCY MOVEMENT FORWARD, AND THEN DEMONSTRATE THE POWER OF THOSE SOLUTIONS THROUGH STRATEGIC IMPLEMENTATION PARTNERSHIPS WITH PUBLIC AND PRIVATE STAKEHOLDERS. WELL-DESIGNED POLICY CAN TRANSFORM THE MARKET FOR A CLEAN-ENERGY ECONOMY, AND WE ARE WORKING WITH OUR PARTNERS TO INFLUENCE DATA-DRIVEN, RIGOROUS APPROACHES TO ACHIEVE A LOW-CARBON FUTURE. WE FOCUS ON THREE KEY AREAS OF INFORMED STATE AND LOCAL POLICY TO LEVERAGE THE MOST IMPACT: 1) SPEED THE TRANSITION TO A REGENERATIVE ECONOMY BY ADVOCATING FOR AND SUPPORTING THE IMPLEMENTATION OF EQUITABLE STATE AND LOCAL POLICIES AND COMMITMENTS TO CLEAN ENERGY AND RESOURCE EFFICIENCY; 2) EXPAND UTILITY-LED CLEAN ENERGY INVESTMENT AND REMOVE MARKET BARRIERS TO DISTRIBUTED ENERGY RESOURCES, WORKING TO ENSURE HIGH ENERGY BURDENED, LMI, AND BIPOC COMMUNITIES ARE PRIORITIZED FOR EQUITABLE ACCESS AND PARTICIPATION; AND 3) INCREASE THE SCOPE, FINANCING AND EFFECTIVENESS OF CLIMATE RESILIENCE EFFORTS AT THE STATE AND LOCAL LEVEL, PRIORITIZING UNDERSERVED COMMUNITIES AT GREATEST RISKS FROM CLIMATE IMPACTS AS A KEY FOCUS OF OUR POLICY WORK, WE HAVE MADE SIGNIFICANT PROGRESS ADVOCATING FOR INCLUSION OF CLIMATE AND EQUITY OUTCOMES IN QUALIFIED ALLOCATION PLANS (QAPS) ACROSS THE SOUTHEAST, WHICH DETERMINE TAX CREDIT ALLOWANCES FOR LOW-INCOME HOUSING DEVELOPMENTS. SOME OF OUR RECENT SUCCESSES INCLUDE: 1) ORIGINALLY PROPOSED FOR REMOVAL, SOUTHFACE AND OUR PARTNERS SUCCESSFULLY ADVOCATED TO RETAIN GREEN CERTIFICATIONS IN GEORGIA'S QAP THIS YEAR; 2) OUR ADVOCACY AND EDUCATION EFFORTS SUCCEEDED IN GENERATING NEW INTEREST IN GREEN CERTIFICATIONS IN ALABAMA, WHICH WILL BE CONSIDERED FOR INCLUSION IN THEIR 2022 QAP PROCESS; AND 3) WE SUCCESSFULLY INTRODUCED EARTHCRAFT, SOUTHFACE'S FIRST-TO-MARKET GREEN BUILDING STANDARD, AS AN ACCEPTED GREEN CERTIFICATION IN SOUTH CAROLINA'S QAP. SOUTHFACE BUILDS MORE EQUITABLE, RESILIENT COMMUNITIES, WORKING WITH MUNICIPALITIES AND VULNERABLE COMMUNITIES TO CREATE SUSTAINABILITY AND BUILD RESILIENCY BY PROMOTING RESOURCE-EFFICIENT AND EQUITABLE DEVELOPMENT PRACTICES AND REGENERATIVE DESIGN INITIATIVES. PROGRAMS SUCH AS CCPRP (CARE AND CONSERVE PLUMBING REPAIR PROGRAM) REACH DIRECTLY INTO UNDERSERVED COMMUNITIES TO HELP WITH STORMWATER ISSUES AND MUNICIPAL WATER EFFICIENCY CHALLENGES, RESPECTIVELY. SOUTHFACE IS ALSO A LOCAL PARTNER OF THE CITY OF ATLANTA IN THE AMERICAN CITIES CLIMATE CHALLENGE, AN UNPRECEDENTED OPPORTUNITY FOR 25 AMBITIOUS CITIES TO SIGNIFICANTLY DEEPEN AND ACCELERATE THEIR EFFORTS TO TACKLE CLIMATE CHANGE AND PROMOTE A SUSTAINABLE FUTURE FOR THEIR RESIDENTS. 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 ON- SITE 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 |
| Total Program Service Expenses | $6,488,771 | 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 | false | 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 | Yes (true) | ProfessionalFundraisingInd |
| Fundraising Activities | Yes (true) | FundraisingActivitiesInd |
| Gaming Activities | false | GamingActivitiesInd |
| Operate Hospital | false | OperateHospitalInd |
| Grants To Organizations | false | GrantsToOrganizationsInd |
| Grants To Individuals | false | GrantsToIndividualsInd |
| Schedule J Required | Yes (true) | 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 | 21 | IRPDocumentCnt |
| IRP Document W2 G | 0 | IRPDocumentW2GCnt |
| Backup Wthld Compliance | Yes (true) | BackupWthldComplianceInd |
| Employee | 65 | 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 | 18 | GoverningBodyVotingMembersCnt |
| Independent Voting Member | 18 | IndependentVotingMemberCnt |
| Family Or Business Rln | false | FamilyOrBusinessRlnInd |
| Delegation Of Mgmt Duties | false | 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 | false | LocalChaptersInd |
| 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 |
| Upon Request | Yes (X) | UponRequestInd |
Books In Care Of Detail BooksInCareOfDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | KIMBERLY WICKER | PersonNm |
| 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 |
Form990 Part VII Section A Form990PartVIISectionAGrp (23 entries)
| TitleTitleTxt | Average Hours Per WeekAverageHoursPerWeekRt | Former Ofcr Director TrusteeFormerOfcrDirectorTrusteeInd | Reportable Comp From OrgReportableCompFromOrgAmt | Reportable Comp From Rltd OrgReportableCompFromRltdOrgAmt | Other CompensationOtherCompensationAmt | OfficerOfficerInd | Individual Trustee Or DirectorIndividualTrusteeOrDirectorInd |
|---|---|---|---|---|---|---|---|
| ANDREA C PINABELL | |||||||
| PRESIDENT | 40.00 | Yes (X) | $265,012 | $0 | $0 | ||
| BARRY COATES | |||||||
| CFO & COO | 40.00 | Yes (X) | $118,347 | $0 | $0 | ||
| DAVINA S PAULEY | |||||||
| CONTROLLER | 40.00 | Yes (X) | $112,210 | $0 | $0 | ||
| MICHAEL S TOTTEN | |||||||
| VICE PRESIDE | 40.00 | $109,728 | $0 | $0 | Yes (X) | ||
| CHRIS BOYLE | |||||||
| CHAIR | 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) | ||
| BARRY GOLDMAN | |||||||
| 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) | ||
| JOHN LANIER | |||||||
| CHAIR | 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) | ||
| JAMES MARLOW | |||||||
| PRESIDENT | 40.00 | $0 | $0 | $0 | Yes (X) | ||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | $605,297 | TotalReportableCompFromOrgAmt |
| Indiv Rcvd Greater Than100 K | 4 | IndivRcvdGreaterThan100KCnt |
| Former Ofcr Employees Listed | Yes (true) | FormerOfcrEmployeesListedInd |
| Total Comp Greater Than150 K | Yes (true) | TotalCompGreaterThan150KInd |
| Compensation From Other Srcs | false | CompensationFromOtherSrcsInd |
| Fundraising | $716,459 | FundraisingAmt |
| Government Grants | $938,683 | GovernmentGrantsAmt |
| All Other Contributions | $3,526,639 | AllOtherContributionsAmt |
| Noncash Contributions | $10,851 | NoncashContributionsAmt |
| Total Contributions | $5,181,781 | TotalContributionsAmt |
Program Service Revenue ProgramServiceRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | PROGRAM REVENUE | Desc |
| Total Revenue Column | $955,827 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $955,827 | RelatedOrExemptFuncIncomeAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | $955,827 | TotalProgramServiceRevenueAmt |
Investment Income InvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $165,065 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $79,089 | RelatedOrExemptFuncIncomeAmt |
| Exclusion | $85,976 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contri Rpt Fundraising Event | $716,459 | ContriRptFundraisingEventAmt |
Other Revenue Misc OtherRevenueMiscGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | OTHER INCOME | Desc |
| Total Revenue Column | $13,024 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $13,024 | RelatedOrExemptFuncIncomeAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Revenue Total | $13,024 | OtherRevenueTotalAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $6,315,697 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $1,047,940 | RelatedOrExemptFuncIncomeAmt |
| Exclusion | $85,976 | ExclusionAmt |
Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $109,728 | TotalAmt |
| Program Services | $99,084 | ProgramServicesAmt |
| Management And General | $3,511 | ManagementAndGeneralAmt |
| Fundraising | $7,133 | FundraisingAmt |
Comp Disqual Persons CompDisqualPersonsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $495,569 | TotalAmt |
| Program Services | $447,499 | ProgramServicesAmt |
| Management And General | $15,858 | ManagementAndGeneralAmt |
| Fundraising | $32,212 | FundraisingAmt |
Other Salaries And Wages OtherSalariesAndWagesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $2,356,720 | TotalAmt |
| Program Services | $2,128,119 | ProgramServicesAmt |
| Management And General | $75,415 | ManagementAndGeneralAmt |
| Fundraising | $153,186 | FundraisingAmt |
Other Employee Benefits OtherEmployeeBenefitsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $272,673 | TotalAmt |
| Program Services | $246,224 | ProgramServicesAmt |
| Management And General | $8,725 | ManagementAndGeneralAmt |
| Fundraising | $17,724 | FundraisingAmt |
Payroll Taxes PayrollTaxesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $225,233 | TotalAmt |
| Program Services | $203,385 | ProgramServicesAmt |
| Management And General | $7,208 | ManagementAndGeneralAmt |
| Fundraising | $14,640 | FundraisingAmt |
Fees For Services Other FeesForServicesOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $75,603 | TotalAmt |
| Program Services | $2,481 | ProgramServicesAmt |
| Management And General | $72,787 | ManagementAndGeneralAmt |
| Fundraising | $335 | FundraisingAmt |
Advertising AdvertisingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $12,452 | TotalAmt |
| Program Services | $12,452 | ProgramServicesAmt |
Office Expenses OfficeExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $9,882 | TotalAmt |
| Program Services | $2,825 | ProgramServicesAmt |
| Management And General | $6,253 | ManagementAndGeneralAmt |
| Fundraising | $804 | FundraisingAmt |
Travel TravelGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $56,971 | TotalAmt |
| Program Services | $35,153 | ProgramServicesAmt |
| Management And General | $5,534 | ManagementAndGeneralAmt |
| Fundraising | $16,284 | FundraisingAmt |
Interest InterestGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $10,499 | TotalAmt |
| Management And General | $10,499 | ManagementAndGeneralAmt |
Depreciation Depletion DepreciationDepletionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $177,654 | TotalAmt |
| Management And General | $177,654 | ManagementAndGeneralAmt |
Insurance InsuranceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $74,905 | TotalAmt |
| Program Services | $2,132 | ProgramServicesAmt |
| Management And General | $72,773 | ManagementAndGeneralAmt |
Other Expenses OtherExpensesGrp (4 entries)
| DescDesc | TotalTotalAmt | Program ServicesProgramServicesAmt | Management And GeneralManagementAndGeneralAmt | FundraisingFundraisingAmt |
|---|---|---|---|---|
| CHARITABLE GRANTS | $2,226,525 | $2,226,525 | ||
| CONTRACT LABOR | $966,157 | $866,526 | $45,120 | $54,511 |
| FEES, LICENSES & PERMITS | $211,599 | $104,768 | $106,831 | |
| REPAIRS AND MAINTENANCE | $152,624 | $75,405 | $77,219 |
All Other Expenses AllOtherExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $158,690 | TotalAmt |
| Program Services | $36,193 | ProgramServicesAmt |
| Management And General | $111,219 | ManagementAndGeneralAmt |
| Fundraising | $11,278 | FundraisingAmt |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $7,593,484 | TotalAmt |
| Program Services | $6,488,771 | ProgramServicesAmt |
| Management And General | $796,606 | ManagementAndGeneralAmt |
| Fundraising | $308,107 | FundraisingAmt |
Cash Non Interest Bearing CashNonInterestBearingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $2,981,296 | BOYAmt |
| EOY | $1,896,339 | EOYAmt |
Savings And Temp Cash Invst SavingsAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $2,216,260 | BOYAmt |
| EOY | $2,230,896 | EOYAmt |
Accounts Receivable AccountsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $694,983 | BOYAmt |
| EOY | $990,556 | EOYAmt |
Oth Notes Loans Receivable Net OthNotesLoansReceivableNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $97,395 | BOYAmt |
| EOY | $88,169 | EOYAmt |
Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $72,105 | BOYAmt |
| EOY | $57,501 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Bldg Equip Cost Or Other Bss | $5,443,219 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $3,147,811 | LandBldgEquipAccumDeprecAmt |
Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $2,396,920 | BOYAmt |
| EOY | $2,295,408 | EOYAmt |
Investments Pub Traded Sec InvestmentsPubTradedSecGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,527,375 | BOYAmt |
| EOY | $1,678,087 | EOYAmt |
Other Assets Total OtherAssetsTotalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $89,529 | BOYAmt |
| EOY | $5,000 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $10,075,863 | BOYAmt |
| EOY | $9,241,956 | EOYAmt |
Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $509,193 | BOYAmt |
| EOY | $663,772 | EOYAmt |
Deferred Revenue DeferredRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $3,275,941 | BOYAmt |
| EOY | $3,662,692 | EOYAmt |
Mortg Notes Pybl Scrd Invst Prop MortgNotesPyblScrdInvstPropGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $400,000 | BOYAmt |
| EOY | $366,667 | EOYAmt |
Other Liabilities OtherLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $376,400 | BOYAmt |
| EOY | $312,283 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $4,561,534 | BOYAmt |
| EOY | $5,005,414 | 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 | $936,503 | BOYAmt |
| EOY | -$957,190 | EOYAmt |
Donor Restriction Net Assets DonorRestrictionNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $4,577,826 | BOYAmt |
| EOY | $5,193,732 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $5,514,329 | BOYAmt |
| EOY | $4,236,542 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $10,075,863 | BOYAmt |
| EOY | $9,241,956 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Reconcilation Revenue Expnss | -$1,277,787 | ReconcilationRevenueExpnssAmt |
| 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 | $2,843,067 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $3,496,621 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $4,042,457 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $5,353,867 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $5,181,781 | CurrentTaxYearAmt |
| Total | $20,917,793 | TotalAmt |
Total Calendar Year170 TotalCalendarYear170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $2,843,067 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $3,496,621 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $4,042,457 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $5,353,867 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $5,181,781 | CurrentTaxYearAmt |
| Total | $20,917,793 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Support Total170 | $20,917,793 | PublicSupportTotal170Amt |
Gross Investment Income170 GrossInvestmentIncome170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $50,743 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $101,795 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $107,588 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $62,323 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $85,976 | CurrentTaxYearAmt |
| Total | $408,425 | TotalAmt |
Other Income170 OtherIncome170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $905 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $3,650 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $5,200 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $9,779 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $13,024 | CurrentTaxYearAmt |
| Total | $32,558 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Support | $21,358,776 | TotalSupportAmt |
| Gross Receipts Rltd Activities | $6,541,003 | GrossReceiptsRltdActivitiesAmt |
| Public Support CY170 | 0.97940 | PublicSupportCY170Pct |
| Public Support PY170 | 0.98010 | 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 | 32,558 | 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 | $1,301,885 | BeginningYearBalanceAmt |
| Contributions | $10,000 | ContributionsAmt |
| Investment Earnings Or Losses | $129,674 | InvestmentEarningsOrLossesAmt |
| End Year Balance | $1,441,559 | EndYearBalanceAmt |
CY Minus1 Yr Endwmt Fund CYMinus1YrEndwmtFundGrp
| 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 Minus2 Yr Endwmt Fund CYMinus2YrEndwmtFundGrp
| 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 Minus3 Yr Endwmt Fund CYMinus3YrEndwmtFundGrp
| 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 |
CY Minus4 Yr Endwmt Fund CYMinus4YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $959,773 | BeginningYearBalanceAmt |
| Investment Earnings Or Losses | $107,040 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $17,488 | OtherExpendituresAmt |
| End Year Balance | $1,049,325 | 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 | $2,927,319 | DepreciationAmt |
| Book Value | $835,200 | BookValueAmt |
Leasehold Improvements LeaseholdImprovementsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $223,004 | OtherCostOrOtherBasisAmt |
| Depreciation | $53,865 | DepreciationAmt |
| Book Value | $169,139 | BookValueAmt |
Equipment EquipmentGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $136,942 | OtherCostOrOtherBasisAmt |
| Depreciation | $103,920 | DepreciationAmt |
| Book Value | $33,022 | BookValueAmt |
Other Land Buildings OtherLandBuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $148,605 | OtherCostOrOtherBasisAmt |
| Depreciation | $62,707 | DepreciationAmt |
| Book Value | $85,898 | BookValueAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Land Buildings | $2,295,408 | TotalBookValueLandBuildingsAmt |
Other Liabilities Org OtherLiabilitiesOrgGrp (2 entries)
| DescDesc | AmtAmt |
|---|---|
| ACCRUED COMPENSATION | $182,283 |
| RECOVERABLE GRANT | $130,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Liability | $312,283 | TotalLiabilityAmt |
| Total Rev Etc Audited Fincl Stmt | $6,315,697 | TotalRevEtcAuditedFinclStmtAmt |
| Revenue Subtotal | $6,315,697 | RevenueSubtotalAmt |
| Total Revenue Per Form990 | $6,315,697 | TotalRevenuePerForm990Amt |
| Tot Expns Etc Audited Fincl Stmt | $7,593,484 | TotExpnsEtcAuditedFinclStmtAmt |
| Expenses Subtotal | $7,593,484 | ExpensesSubtotalAmt |
| Total Expenses Per Form990 | $7,593,484 | TotalExpensesPerForm990Amt |
Schedule G IRS990ScheduleG
| Field | Value | IRS element (for citing) |
|---|---|---|
| Agrmt Prof Fundraising Acty | false | AgrmtProfFundraisingActyInd |
Fundraising Event Information FundraisingEventInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Event1 | VARIOUS FUNDRAI | Event1Nm |
| Gross Receipts Event1 | $716,459 | GrossReceiptsEvent1Amt |
| Charitable Contri Event1 | $716,459 | CharitableContriEvent1Amt |
| Gross Receipts Total | $716,459 | GrossReceiptsTotalAmt |
| Charitable Contributions Tot | $716,459 | CharitableContributionsTotAmt |
Schedule J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| Severance Payment | false | SeverancePaymentInd |
| Supplemental Nonqual Rtr Plan | false | SupplementalNonqualRtrPlanInd |
| Equity Based Comp Arrngm | false | EquityBasedCompArrngmInd |
| Comp Based On Revenue Of Flng Org | false | CompBasedOnRevenueOfFlngOrgInd |
| Comp Bsd On Rev Related Orgs | false | CompBsdOnRevRelatedOrgsInd |
| Comp Bsd Net Earns Flng Org | false | CompBsdNetEarnsFlngOrgInd |
| Comp Bsd Net Earns Rltd Orgs | false | CompBsdNetEarnsRltdOrgsInd |
| Any Non Fixed Payments | false | AnyNonFixedPaymentsInd |
| Initial Contract Exception | false | InitialContractExceptionInd |
Rltd Org Officer Trst Key Empl RltdOrgOfficerTrstKeyEmplGrp (3 entries)
| TitleTitleTxt | Base Compensation Filing OrgBaseCompensationFilingOrgAmt | Total Compensation Filing OrgTotalCompensationFilingOrgAmt |
|---|---|---|
| ANDREA C PINABELL | ||
| PRESIDENT | $265,012 | $265,012 |
| BARRY COATES | ||
| CFO & COO | $118,347 | $118,347 |
| DAVINA S PAULEY | ||
| CONTROLLER | $112,210 | $112,210 |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (7 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 300 NONPROFITS IN 27 STATES TO HELP THEM SAVE OVER 16.2 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 89,000 METRIC TONS AND SAVED OVER 99 MILLION GALLONS OF WATER AND MORE THAN 131 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 7,000 CHILDREN AND SERVE AN ADDITIONAL 1.7 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. EQUITABLE AND CLEAN ENERGY FOR ALL: OUR POLICY ADVOCACY TEAM SEEKS TO ADVANCE STATE AND LOCAL POLICIES THAT PROPEL THE CLEAN-ENERGY AND RESOURCE EFFICIENCY MOVEMENT FORWARD, AND THEN DEMONSTRATE THE POWER OF THOSE SOLUTIONS THROUGH STRATEGIC IMPLEMENTATION PARTNERSHIPS WITH PUBLIC AND PRIVATE STAKEHOLDERS. WELL-DESIGNED POLICY CAN TRANSFORM THE MARKET FOR A CLEAN-ENERGY ECONOMY, AND WE ARE WORKING WITH OUR PARTNERS TO INFLUENCE DATA-DRIVEN, RIGOROUS APPROACHES TO ACHIEVE A LOW-CARBON FUTURE. WE FOCUS ON THREE KEY AREAS OF INFORMED STATE AND LOCAL POLICY TO LEVERAGE THE MOST IMPACT: 1) SPEED THE TRANSITION TO A REGENERATIVE ECONOMY BY ADVOCATING FOR AND SUPPORTING THE IMPLEMENTATION OF EQUITABLE STATE AND LOCAL POLICIES AND COMMITMENTS TO CLEAN ENERGY AND RESOURCE EFFICIENCY; 2) EXPAND UTILITY-LED CLEAN ENERGY INVESTMENT AND REMOVE MARKET BARRIERS TO DISTRIBUTED ENERGY RESOURCES, WORKING TO ENSURE HIGH ENERGY BURDENED, LMI, AND BIPOC COMMUNITIES ARE PRIORITIZED FOR EQUITABLE ACCESS AND PARTICIPATION; AND 3) INCREASE THE SCOPE, FINANCING AND EFFECTIVENESS OF CLIMATE RESILIENCE EFFORTS AT THE STATE AND LOCAL LEVEL, PRIORITIZING UNDERSERVED COMMUNITIES AT GREATEST RISKS FROM CLIMATE IMPACTS AS A KEY FOCUS OF OUR POLICY WORK, WE HAVE MADE SIGNIFICANT PROGRESS ADVOCATING FOR INCLUSION OF CLIMATE AND EQUITY OUTCOMES IN QUALIFIED ALLOCATION PLANS (QAPS) ACROSS THE SOUTHEAST, WHICH DETERMINE TAX CREDIT ALLOWANCES FOR LOW-INCOME HOUSING DEVELOPMENTS. SOME OF OUR RECENT SUCCESSES INCLUDE: 1) ORIGINALLY PROPOSED FOR REMOVAL, SOUTHFACE AND OUR PARTNERS SUCCESSFULLY ADVOCATED TO RETAIN GREEN CERTIFICATIONS IN GEORGIA'S QAP THIS YEAR; 2) OUR ADVOCACY AND EDUCATION EFFORTS SUCCEEDED IN GENERATING NEW INTEREST IN GREEN CERTIFICATIONS IN ALABAMA, WHICH WILL BE CONSIDERED FOR INCLUSION IN THEIR 2022 QAP PROCESS; AND 3) WE SUCCESSFULLY INTRODUCED EARTHCRAFT, SOUTHFACE'S FIRST-TO-MARKET GREEN BUILDING STANDARD, AS AN ACCEPTED GREEN CERTIFICATION IN SOUTH CAROLINA'S QAP. SOUTHFACE BUILDS MORE EQUITABLE, RESILIENT COMMUNITIES, WORKING WITH MUNICIPALITIES AND VULNERABLE COMMUNITIES TO CREATE SUSTAINABILITY AND BUILD RESILIENCY BY PROMOTING RESOURCE-EFFICIENT AND EQUITABLE DEVELOPMENT PRACTICES AND REGENERATIVE DESIGN INITIATIVES. PROGRAMS SUCH AS CCPRP (CARE AND CONSERVE PLUMBING REPAIR PROGRAM) REACH DIRECTLY INTO UNDERSERVED COMMUNITIES TO HELP WITH STORMWATER ISSUES AND MUNICIPAL WATER EFFICIENCY CHALLENGES, RESPECTIVELY. SOUTHFACE IS ALSO A LOCAL PARTNER OF THE CITY OF ATLANTA IN THE AMERICAN CITIES CLIMATE CHALLENGE, AN UNPRECEDENTED OPPORTUNITY FOR 25 AMBITIOUS CITIES TO SIGNIFICANTLY DEEPEN AND ACCELERATE THEIR EFFORTS TO TACKLE CLIMATE CHANGE AND PROMOTE A SUSTAINABLE FUTURE FOR THEIR RESIDENTS. 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 ON- SITE 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 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. |
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