2022-11-10T17:30:28-06:00 2021-12-31 930900579 MCDONALD JACOBS PC 520 SW YAMHILL ST STE 500 PORTLAND OR 97204 990 2021-01-01 202587074 EARTH ADVANTAGE EART 5039687160 151 SW 1ST AVENUE 300 PORTLAND OR 97204 MICHAEL ARMSTRONG BOARD PRESIDENT 5039687160 2022-11-07 1 MICHAEL ARMSTRONG 999009999 SANG AHN P00540880 5032270581 3 AAL1 IAL1 2021 2022-09-23 18:48:47Z X DAVID HESLAM 151 SW 1ST AVENUE 300 PORTLAND OR 97204 3705897 0 X WWW.EARTHADVANTAGE.ORG X 2005 OR OUR MISSION IS TO ACCELERATE THE CONSTRUCTION OF BETTER BUILDINGS. (CONTINUED ON SCHEDULE O)EVERY PERSON DESERVES TO KNOW THE IMPACT OF THE BUILDINGS THEY LIVE AND WORK IN ON THEIR FINANCES, THEIR HEALTH, AND THE ENVIRONMENT. BETTER BUILDINGS ARE DEFINED AS THOSE ALIGNING WITH THE FIVE PILLARS OF GREEN BUILDING; ENERGY EFFICIENCY, HEALTHIER INDOOR AIR, LAND CONSERVATION, MATERIAL RESPONSIBILITY, AND WATER CONSERVATION. 9 9 31 9 0 0 267348 555095 2424231 3105478 13101 1122 90734 44202 2795414 3705897 0 0 0 0 2229029 2537631 0 0 0 891308 861339 3120337 3398970 -324923 306927 2716948 2653109 775359 404635 1941589 2248474 X SEE SCHEDULE O PAGE 1 0 0 1437456 1827145 EARTH ADVANTAGE CERTIFICATION STANDARDS ARE SOME OF THE OLDEST AND MOST RESPECTED GREEN HOME CERTIFICATIONS IN THE UNITED STATES. THEY RELY LARGELY ON FIELD INSPECTIONS TO VERIFY COMPLIANCE WITH GREEN BUILDING STANDARDS. EARTH ADVANTAGE OFFERS FIVE POSSIBLE LEVELS OF CERTIFICATION SILVER, GOLD AND PLATINUM, ZERO ENERGY READY AND ZERO ENERGY. THE MOST BASIC LEVEL ENSURES 10% IMPROVEMENT OVER CODE ON ENERGY PERFORMANCE. THE EARTH ADVANTAGE CERTIFICATION LEVELS DEPEND ON POINTS EARNED WITHIN FIVE PILLARS OF GREEN BUILDING PERFORMANCE AND ONSITE SOLAR PREPARATION AND INSTALLATION. EARTH ADVANTAGE STANDARDS ARE USED ON SINGLE- AND MULTI-FAMILY RESIDENCES. THE STANDARDS ARE USED TO GUIDE THE WORK OF BOTH NON-PROFIT AFFORDABLE HOUSING DEVELOPERS AND FOR-PROFIT HOUSING DEVELOPERS. MULTIPLE OREGON CITIES AND THE STATE UTILIZE THE EARTH ADVANTAGE STANDARDS AS QUALIFICATIONS FOR PROGRAMS AND ACCESS TO BENEFITS. EARTH ADVANTAGE ALSO CERTIFIES PROJECTS TO OTHER STANDARDS INCLUDING: LEED FOR HOMES, ENERGY STAR, PASSIVE HOUSE, EPA WATERSENSE, EPA INDOOR AIRPLUS, RESNET HERS INDEX, AND ENERGY TRUST ENERGY PERFORMANCE SCORE. 314791 471691 EARTH ADVANTAGE PROVIDES POLICY DEVELOPEMENT AND PROGRAM IMPLEMENTATION SERVICES FOR HOME ENERGY LABELING PROGRAMS. EARTH ADVANTAGE PROVIDES HOME ENERGY SCORE ASSESSOR TRAINING AND MENTORING, QUALITY ASSURANCE OF HOME SCORING BOTH IN PERSON AND REMOTELY, AND DISPUTE RESOLUTION OF SCORES. EARTH ADVANTAGE PROVIDES TECHNICAL CONSULTATION FOR HOME ENERGY SCORE POLICY DEVELOPMENT AT THE CITY AND STATE LEVEL ACROSS THE UNITED STATES. IN 2019, EARTH ADVANTAGE LAUNCHED THE HOME ENERGY LABELING PARTNERSHIP (HELP) FOR LOCAL GOVERNMENTS TO HAVE A PEER-TO-PEER ENVIRONMENT TO LEARN ABOUT THESE POLICIES. 284345 34780 SOFTWARE DEVELOPMENT: SINCE 2017 EARTH ADVANTAGE HAS DEVELOPED THE GREEN BUILDING REGISTRY AS A SOFTWARE AS A SERVICE (SAAS) PLATFORM PROVIDING THE REAL ESTATE MARKET WITH VERIFIED GREEN HOME DATA. EARTH ADVANTAGE DEVELOPED THIS SOFTWARE IN ORDER TO ALLOW PUBLIC ACCESS TO GREEN HOME DATA AND TO PROVIDE AN APPLICATION PROGRAMMING INTERFACE (API) TO REAL ESTATE MULTIPLE LISTING SERVICES FOR REAL-TIME DATA POPULATION OF REAL ESTATE LISTINGS. THE SOFTWARE ALLOWS ENERGY ASSESSORS TO PULL DATA FROM VERIFIED SOURCES LIKE THE U.S. DEPARTMENT OF ENERGY HOME ENERGY SCORE AND GENERATE STREAMLINED, MARKET-FACING HOME LABELS FOR USE BY HOME SELLERS, HOME BUYERS AND REAL ESTATE AND FINANCE PROFESSIONALS. IN 2020 THE NUMBER OF RECORDS IN THE REGISTRY EXCEEDED 1.6 MILLION HOMES SOURCED FROM OVER 10 GREEN BUILDING ORGANIZATIONS. 788527 816065 EARTH ADVANTAGE OFFERS EDUCATIONAL PROGRAMS THAT INCLUDE PUBLIC WORKSHOPS, CONTRACTOR CLASSES, BUILDER, APPRAISER AND REALTOR TRAININGS, PROGRAM UPDATES, AND EXPERT SPEAKERS ADDRESSING ENERGY EFFICIENCY AND GREEN BUILDING. ADDITIONALLY, EARTH ADVANTAGE OFFERS PROFESSIONAL ACCREDITATION REGARDING GREEN BUILDING EXPERTISE FOR CONTRACTORS, DESIGNERS, REALTORS AND APPRAISERS IN SEVERAL DIFFERENT STATES. THESE CLASSES ARE OFFERED LOCALLY IN-PERSON WHEN POSSIBLE, IN OTHER LOCALES BY PARTNERS AND ONLINE. EARTH ADVANTAGE IS THE FISCAL SPONSOR FOR THE ZERO COALITION. THE ZERO COALITION WAS ESTABLISHED IN 2017, TO ADDRESS THE NEED TO ADVANCE ENERGY-RELATED HOME CONSTRUCTION PRACTICES IN OREGON. EARTH ADVANTAGE GATHERED SEVERAL LIKEMINDED NONPROFITS TO FORM THE ZERO COALITION SPECIFICALLY FOCUSED ON ADVANCING OREGON BUILDING CODES IN ALIGNMENT WITH EXECUTIVE ORDER 17-20. IN 2020 THE FOCUS EXPANDED TO SUPPORT EXECUTIVE ORDER 20-04 AND THE OVERALL ZERO MISSION WAS REDEFINED TO FOCUS ON THE WIDER SCOPE OF DECARBONIZING BUILDING OPERATIONS IN OREGON. EARTH ADVANTAGE STAFF CONDUCT ADMINISTRATIVE SUPPORT DUTIES AND ADDITIONAL EARTH ADVANTAGE STAFF PARTICIPATE IN ZERO COALITION COMMITTEE WORK.EARTH ADVANTAGE ALSO WORKS IN PARTNERSHIP WITH CLEARESULT AND TRC TO SUPPORT PROGRAMS AT ENERGY TRUST OF OREGON AND THE NORTHWEST ENERGY EFFICIENCY ALLIANCE. 788527 816065 2825119 1 1 0 0 0 0 0 0 0 0 1 0 0 0 1 1 1 0 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 22 0 31 1 0 0 0 0 0 0 0 0 0 0 X 9 9 0 0 0 0 0 0 0 1 1 0 0 1 1 0 0 1 1 0 0 0 OR X JENNIFER AYUYU 5039687160 151 SW 1ST AVENUE 300 PORTLAND OR 97204 QUISHA LIGHT BOARD CHAIR 2.00 X X 0 0 0 CHAD RUHOFF BOARD TREASURER 1.00 X X 0 0 0 PAT DANIELS BOARD SECRETARY 1.00 X X 0 0 0 HOLLY BRAUN BOARD MEMBER 1.00 X 0 0 0 JILL SHERMAN BOARD MEMBER 1.00 X 0 0 0 DAVID FORMAN BOARD MEMBER 1.00 X 0 0 0 SUSAN BROWN BOARD MEMBER 1.00 X 0 0 0 MICHAEL ARMSTRONG BOARD MEMBER 1.00 X 0 0 0 JULES BAILEY BOARD MEMBER 1.00 X 0 0 0 DAVID HESLAM EXECUTIVE DIRECTOR 40.00 X 146340 0 5109 PETER BROWN DIRECTOR OF BUILDING CERTIFICATIONS 40.00 X 144231 0 8787 ANTHONY ROY DIRECTOR OD POLICY AND PARTNERSHIPS 40.00 X 123353 0 8800 ERIK CATHCART DIRECTOR OF MARKETING AND TECHNOLOGY 40.00 X 103823 0 7826 RANDY HANSELL CENTRAL OREGON RESIDENTAL CERTIFICATIONS MANAGER 40.00 X 101132 0 13677 618879 0 44199 5 0 1 0 RAIN SOFTWARE TECHNOLOGIES LLC 8975 SW SWEEK DR APT 432 TUALATIN OR 97062 WEBSITE DEVELOPMENT (GBR), & MAINTENANCE 106169 1 386992 168103 555095 CERTIFICATION FEE 541900 1599585 1599585 UTILITY PROGRAMS 541900 433601 433601 ETO VERIFIER FEES 541900 374130 374130 RESEARCH AND EDUCATION 541900 208759 208759 SOFTWARE CONTRACTS 541900 198613 198613 290790 290790 3105478 1122 1122 40344 0 40344 40344 40344 OTHER INCOME 900003 3858 3858 3858 3705897 3149680 0 1122 151449 127089 24360 1999826 1678156 321670 44544 37379 7165 193294 162203 31091 148518 124629 23889 6510 5460 1050 28951 24281 4670 330695 277351 53344 35789 33478 2311 136162 100510 35652 133669 83046 50623 28344 27768 576 6057 5934 123 77673 75811 1862 41656 26709 14947 PROGRAM COSTS 35833 35315 518 3398970 2825119 573851 0 110331 150540 1741114 1647671 385420 433200 49274 30927 457154 331383 165809 125771 265000 265000 2716948 2653109 292631 328274 3583 386992 95736 72778 775359 404635 X 1910672 2239080 30917 9394 1941589 2248474 2716948 2653109 306927 -42 0 X X 0 1 X 1 0 X 186280 199051 144368 267348 555095 1352142 2445537 2815555 2637096 2424231 3105478 13427897 2631817 3014606 2781464 2691579 3660573 14780039 0 0 0 14780039 89627 92957 103188 99515 41466 426753 89627 92957 103188 99515 41466 426753 1398 3404 3005 549 3858 12214 2722842 3110967 2887657 2791643 3705897 15219006 0.97120 0.96730 0.02800 0.03200 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 85265 66872 18393 371889 264511 107378 125771 FUNDS HELD FOR OTHERS 72778 72778 X 3705855 -42 -42 3705897 0 3705897 3398970 0 3398970 0 3398970 PART X, LINE 2: THE ORGANIZATION FOLLOWS THE PROVISIONS OF FASB ASC TOPIC 740 ACCOUNTING FOR UNCERTAINTY IN INCOME TAXES. MANAGEMENT HAS EVALUATED THE ORGANIZATION'S TAX POSITIONS AND CONCLUDED THAT THERE ARE NO UNCERTAIN TAX POSITIONS THAT REQUIRE ADJUSTMENT TO THE FINANCIAL STATEMENTS TO COMPLY WITH PROVISIONS OF THIS TOPIC. X X 1 1 X X X X 0 0 0 1 0 1 0 0 0 PETER BROWN DIRECTOR OF BUILDING CERTIFICATIONS 112231 0 32000 0 0 0 3473 0 5314 0 153018 0 0 0 DAVID HESLAM EXECUTIVE DIRECTOR 145299 0 1041 0 0 0 5109 0 0 0 151449 0 0 0 PART I, LINE 1A LONG-TERM DISABILITY INSURANCE IS PAID FOR BY EARTH ADVANTAGE. EMPLOYEES HAVE THE PREMIUMS DEDUCTED FROM THEIR GROSS PAY AND ARE REIMBURSED AT 125% (GROSS-UP). THE AVERAGE MONTHLY LTD REIMBURSEMENT IS $17.15. EMPLOYEES RECEIVE A HOME OFFICE STIPEND OF $0-$100 PER MONTH TO COVER INTERNET AND SUPPLY COSTS RELATED TO WORKING FROM HOME. THE AMOUNT OF THE STIPEND IS DEPENDANT ON HOW OFTEN THEY WORK FROM HOME. PART I, LINE 5 COMMISSIONS ARE PAID TO INDIVIDUALS ON GROSS REVENUES RECEIVED FOR PROJECTS THEY MANAGE. PART I, LINE 6 YEAR END BONUSES TO STAFF ARE PAID BASED ON ACTUAL ORGANIZATIONAL FINANCIAL PERFORMANCE COMPARED TO BUDGET. THE YEAR END BONUS TO THE EXECUTIVE DIRECRTOR IS BASED ON MEETING PREDETERMINED ORGANIZATIONAL GOALS. FORM 990, PART III, LINE 1, DESCRIPTION OF ORGANIZATION MISSION: AT EARTH ADVANTAGE WE BELIEVE THAT CLIMATE CHANGE IS A CHALLENGE THAT CROSSES BOUNDARIES OF INCOME, RACE, ETHNICITY, RELIGION, AGE, ABILITIES, GEOGRAPHY, GENDER IDENTITIES, SEXUAL ORIENTATION, AND DISPROPORTIONATELY AFFECTS HISTORICALLY UNDERSERVED POPULATIONS. WE ACTIVELY SUPPORT AND VALUE DIVERSITY IN COMPANY CULTURE, THE RECRUITMENT OF STAFF AND BOARD MEMBERS, AND IN OUR PARTNERSHIPS WITH ORGANIZATIONS AND INDIVIDUALS IN ORDER TO PROPEL THE BUILDING INDUSTRY TOWARD A SOCIALLY, ECONOMICALLY, AND ENVIRONMENTALLY JUST FUTURE. EARTH ADVANTAGE FOCUSES ON A THREE-PRONGED APPROACH TO ADDRESSING THE ENVIRONMENTAL IMPACTS OF RESIDENTIAL BUILDINGS: 1. PROMOTING THE USE OF GREEN HOME STANDARDS: WITHOUT HIGH PERFORMANCE HOME STANDARDS, BUILDERS AND DEVELOPERS DO NOT HAVE A CLEAR PATHWAY FOR BUILDING AND MARKETING EFFICIENT AND ENVIRONMENTALLY SENSITIVE HOMES. HOMEOWNERS AND HOMEBUYERS CAN ALSO BETTER ASSESS THE PRESENCE OF GREEN HOME ATTRIBUTES IF A CERTIFICATION OR RATING IS PROVIDED. 2. LINKING THE AVAILABILITY OF GREEN HOME DATA TO THE RESIDENTIAL REAL ESTATE MARKET: THE PUBLIC AVAILABILITY OF INFORMATION ON A HOME'S ENERGY CONSUMPTION AND GREEN ATTRIBUTES THEN ENSURES THOSE ASPECTS CAN BE VALUED IN A REAL ESTATE TRANSACTION. WHEN THE ENVIRONMENTAL ATTRIBUTES OF A HOME ARE ASSIGNED A MONETARY VALUE, THE MARKET CAN THEN RESPOND RATIONALLY TO THE PRESENCE OF THOSE ATTRIBUTES. THE RESULT IS A POWERFUL MARKET-BASED INCENTIVE THAT SUPPORTS INVESTMENTS IN BETTER ENVIRONMENTAL OUTCOMES. 3. PROVIDING TRAINING FOR KEY PROFESSIONS ON GREEN BUILDING APPROACHES, GREEN BUILDING STANDARDS, AND GREEN HOME DATA: A TRAINED WORKFORCE IS CRITICAL TO THE CREATION OF GREEN HOMES AND BUILDINGS, AS WELL AS HOW THEY ARE VERIFIED, MARKETED, SOLD, APPRAISED, AND FINANCED. THROUGH THESE EFFORTS, EARTH ADVANTAGE IS HELPING TO MOVE THE MARKET TOWARD HEALTHIER, MORE EFFICIENT, AND MORE ENVIRONMENTALLY BENEFICIAL HOUSING. FORM 990, PART VI, SECTION B, LINE 11B THE BOARD OF DIRECTORS AND EXECUTIVE DIRECTOR WILL REVIEW AND COMMENT BEFORE THE 990 IS FILED. FORM 990, PART VI, SECTION C, LINE 18 THE FORM 990 IS AVAILABLE UPON REQUEST. FORM 990, PART VI, SECTION C, LINE 19 DOCUMENTS AND POLICIES ARE AVAILABLE UPON REQUEST. FORM 990, PART XII, LNE 2C: THE PROCESS HAS NOT CHANGED FROM THE PRIOR YEAR.