2021-05-17T12:10:45-05:00 2020-12-31 582019486 SANTI & ASSOCIATES PC 4010 OLD MILTON PKWY ALPHARETTA GA 300053423 990 2020-01-01 581357547 SOUTHFACE ENERGY INSTITUTE INC SOUT 4048723549 241 PINE STREET NE ATLANTA GA 30308 ANDREA PINABELL PRESIDENT 4048723549 2021-05-05 true ANDREA PINABELL 999009999 ROGER A SANTI CPA P00121054 7706234440 2021-05-17 2020 2022-09-23 18:48:47Z ANDREA PINABELL 241 PINE STREET NE ATLANTA GA 30308 7135706 false X WWW.SOUTHFACE.ORG X 1978 GA 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. 15 15 65 0 4968376 5353867 1516326 1019183 247544 142900 5200 619279 6737446 7135229 0 0 3739313 3804732 0 386743 2828134 2847012 6567447 6651744 169999 483485 8309013 10075863 3278169 4561534 5030844 5514329 X 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. false false 1525711 2167193 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 7000 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. 882363 709881 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. 628031 705594 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. IN 2020, WE IMPACTED MORE THAN 71,474 HOMES AND 10,354 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. IN 2020, SOUTHFACE PARTNERED WITH TWO LEADING TECH FIRMS, AMONG OTHERS, IMPACTING MORE THAN 11 MILLION SQUARE FEET OF BUILDING SPACE. 2223077 3552561 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. IN 2019, WE IMPACTED MORE THAN 3,752 HOMES AND 683 WORKPLACES, HELPING THEM SAVE ON UTILITY BILLS AND IMPROVE THEIR 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. MARKETPLACE SOLUTIONS: OUR MARKETPLACE SOLUTIONS PROGRAM IMPACTS SUSTAINABILITY, HEALTH AND SOCIAL EQUITY AT ALL SCALES-HOMES, BUSINESSES AND COMMUNITIES. FROM IMPROVING A SINGLE-FAMILY RESIDENCE TO INFLUENCING THE WAY A COMMUNITY PLANS AN ENTIRE NEIGHBORHOOD OR CITY. THIS TEAM ALSO MANAGES THE APPLICATION OF SOUTHFACE PROGRAMS THAT WERE CREATED TO MEET A GAP IN THE MARKETPLACE, INCLUDING: (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, MORE THAN 50,000 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. IN 2019, SOUTHFACE PARTNERED WITH A LEADING TECH FIRM AND THE CHICAGO HOUSING AUTHORITY, AMONG OTHERS, IMPACTING MORE THAN 6 MILLION SQUARE FEET OF BUILDING SPACE. 2223077 3552561 5259182 true true false false false false false false false true true false false false true false true false false false false false false false true false false false false true false false false false false false false false false false false false false false false false false true 16 0 true 65 true false false false false false false false false X 15 15 false false false false false false false true true false false true true true true true false true true false GA X GAEA L NASH 4048723549 241 PINE STREET NE ATLANTA GA 30308 ANDREA PINABELL PRESIDENT 40.00 X 191380 0 0 BARRY COATES CFO & COO 40.00 X 163022 0 0 CHRIS BOYLE CHAIR 1.00 X 0 0 0 GEORGE BUCHANAN BOARD MEMBER 1.00 X 0 0 0 NEIL DESAI TREASURER 1.00 X 0 0 0 KEITH DOUGLAS BOARD MEMBER 1.00 X 0 0 0 BARRY R GOLDMAN BOARD MEMBER 1.00 X 0 0 0 JOHN HINTON BOARD MEMBER 1.00 X 0 0 0 JOHN LANIER CHAIR 1.00 X 0 0 0 LAURA MARLOW BOARD MEMBER 1.00 X 0 0 0 PAULA MCEVOY BOARD MEMBER 1.00 X 0 0 0 TYRONE RACHAL VICE CHAIR 1.00 X 0 0 0 DAVE RADLMANN BOARD MEMBER 1.00 X 0 0 0 MAKARA RUMLEY SECRETARY 1.00 X 0 0 0 WILL SELLERS BOARD MEMBER 1.00 X 0 0 0 NIKKI WALKER BOARD MEMBER 1.00 X 0 0 0 LIZ YORK BOARD MEMBER 1.00 X 0 0 0 354402 3 false true false 4207 33366 299121 1228611 3788562 9870 5353867 PROGRAM REVENUE 948083 948083 SPONSORSHIPS 71100 71100 1019183 140300 77977 62323 3077 477 2600 2600 2600 299121 FORGIVENESS OF PPP LOAN 609500 609500 OTHER INCOME 9779 9779 619279 7135229 1719039 62323 579402 301289 254937 23176 2685201 1396152 1178894 110155 312606 312606 227523 140611 77217 9695 7831 7831 22160 22160 15784 15784 10563 2270 3327 4966 14640 3604 10630 406 24134 22511 1448 175 12952 12952 148212 148212 65377 65377 CHARTIABLE GRANTS 1116278 1116278 CONTRACT LABOR 786053 658379 99016 28658 SUPPLIES AND EQUIPMENT 185544 133357 46426 5761 FEES, LICENSES & PERMITS 154132 112892 40865 375 283352 1371839 -1291863 203376 6651744 5259182 1005819 386743 2014677 2981296 1856982 2216260 665809 694983 97395 23228 72105 5367075 2970155 2349566 2396920 1395751 1527375 3000 89529 8309013 10075863 176260 509193 2450121 3275941 400000 400000 251788 376400 3278169 4561534 X 1152535 936503 3878309 4577826 5030844 5514329 8309013 10075863 483485 X false true X true false X 2913733 2843067 3496621 4042457 5353867 18649745 2913733 2843067 3496621 4042457 5353867 18649745 18649745 36062 50743 101795 107588 62323 358511 905 3650 5200 9779 19534 19027790 5493063 0.98010 0.98010 X PART II, LINE 10 19,534 RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 1179060 122825 1301885 1012125 166935 1179060 1049325 -37200 1012125 959773 107040 17488 1049325 900267 59506 959773 1.00000 false false 1172149 1172149 3762519 2793551 968968 223003 36750 186253 126175 94331 31844 83229 45523 37706 2396920 ACCRUED COMPENSATION 246400 RECOVERABLE GRANT 130000 376400 7135229 7135229 7135229 6651744 6651744 6651744 VARIOUS FUNDRAI 299121 299121 299121 299121 false false false false false false false false false ANDREA PINABELL PRESIDENT 191380 191380 BARRY COATES CFO & COO 163022 163022 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 7000 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. FORM 990, PAGE 2, PART III, LINE 4B 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. FORM 990, PAGE 2, PART III, LINE 4C 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. IN 2020, WE IMPACTED MORE THAN 71,474 HOMES AND 10,354 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. IN 2020, 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 4D 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. IN 2019, WE IMPACTED MORE THAN 3,752 HOMES AND 683 WORKPLACES, HELPING THEM SAVE ON UTILITY BILLS AND IMPROVE THEIR 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. MARKETPLACE SOLUTIONS: OUR MARKETPLACE SOLUTIONS PROGRAM IMPACTS SUSTAINABILITY, HEALTH AND SOCIAL EQUITY AT ALL SCALES-HOMES, BUSINESSES AND COMMUNITIES. FROM IMPROVING A SINGLE-FAMILY RESIDENCE TO INFLUENCING THE WAY A COMMUNITY PLANS AN ENTIRE NEIGHBORHOOD OR CITY. THIS TEAM ALSO MANAGES THE APPLICATION OF SOUTHFACE PROGRAMS THAT WERE CREATED TO MEET A GAP IN THE MARKETPLACE, INCLUDING: (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, MORE THAN 50,000 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. IN 2019, SOUTHFACE PARTNERED WITH A LEADING TECH FIRM AND THE CHICAGO HOUSING AUTHORITY, AMONG OTHERS, IMPACTING MORE THAN 6 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.