2020-09-24T13:02:22-05:00 2019-12-31 582019486 SANTI & ASSOCIATES PC 4010 OLD MILTON PKWY ALPHARETTA GA 300053423 990 2019-01-01 581357547 SOUTHFACE ENERGY INSTITUTE INC SOUT 4048723549 241 PINE STREET NE ATLANTA GA 30308 ANDREA C PINABELL PRESIDENT 4048723549 2020-09-04 true ROGER A SANTI CPA P00121054 7706234440 2020-09-24 50.243.199.101 2020-09-24 13:02:22 CD P 21949788FE25535786BB7E78469D5F7D75CB7B6D CC2B8632D206E81BDD96D34287E8560F3BF96519 2019 2021-01-29 14:40:06Z ANDREA C PINABELL 241 PINE STREET NE ATLANTA GA 30308 6737446 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. THROUGH EDUCATION, RESEARCH, ADVOCACY AND TECHNICAL SERVICES, OUR WORK POSITIVELY IMPACTS HEALTH, EQUITY AND WELL-BEING, INCLUDING REDUCING ENERGY BURDEN THAT DISPROPORTIONATELY AFFECTS VULNERABLE COMMUNITIES, WHILE BUILDING THE GREEN WORKFORCE OF THE FUTURE, REDUCING RESOURCE USE AND ADDRESSING CLIMATE CHANGE. 14 14 72 0 3453020 4968376 1372386 1516326 -17098 247544 3650 5200 4811958 6737446 0 0 3295463 3739313 0 478035 1482747 2828134 4778210 6567447 33748 169999 6628283 8309013 1767438 3278169 4860845 5030844 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. THROUGH EDUCATION, RESEARCH, ADVOCACY AND TECHNICAL SERVICES, OUR WORK POSITIVELY IMPACTS HEALTH, EQUITY AND WELL-BEING, INCLUDING REDUCING ENERGY BURDEN THAT DISPROPORTIONATELY AFFECTS VULNERABLE COMMUNITIES, WHILE BUILDING THE GREEN WORKFORCE OF THE FUTURE, REDUCING RESOURCE USE AND ADDRESSING CLIMATE CHANGE. false false 1422595 1697246 NONPROFIT SOLUTIONS: FOR OVER 12 YEARS, OUR GOODUSE PROGRAM (WHICH NOW INCLUDES THE GRANTS TO GREEN AND NONPROFIT ENERGY AND WATER EFFICIENCY LEGACY PROJECTS) HAS PARTNERED WITH OVER 300 NONPROFITS IN 26 STATES TO HELP THEM SAVE OVER 13 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 62,000 METRIC TONS AND SAVED OVER 78 MILLION GALLONS OF WATER AND MORE THAN 107 MILLION KWH IN ELECTRICITY SINCE ITS INCEPTION. IN FACT, OUR NONPROFIT PARTNERS SEE AN AVERAGE REDUCTION OF 20-30% 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 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. 980542 1254218 POLICY/ADVOCACY/SUSTAINABILITY SERVICES: OUR POLICY, ADVOCACY AND SUSTAINABILITY PROGRAM 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) ADVANCING ENERGY EFFICIENCY, RENEWABLE AND CLEAN-ENERGY POLICY PRIORITIES, INCLUDING THOSE THAT APPLY TO THE LOW-INCOME AND AFFORDABLE HOUSING SECTOR; 2) PROVIDING THOUGHT LEADERSHIP ON EFFECTIVE POLICY TOOLS AND APPROACHES IN THE BUILT ENVIRONMENT, INCLUDING ENERGY AND WATER CODES AND ADVISING ON MECHANISMS SUCH AS ORDINANCES AND BUILDING CODES; AND 3) PROVIDING EXPERTISE ON SUSTAINABLE SITE PLANNING AND STORMWATER MANAGEMENT PRACTICES, INCLUDING RAINWATER, GREEN INFRASTRUCTURE AND OTHER WATER POLICIES THAT IMPROVE QUALITY, RESOURCE USE, AND ENVIRONMENTAL SERVICES. SOUTHFACE INSTITUTE HAS BEEN AT THE FOREFRONT OF SOME OF THE REGION'S MOST IMPACTFUL SUSTAINABILITY INITIATIVES, SUCH AS THE CITY OF ATLANTA'S 100% CLEAN ENERGY PLAN AND THE ATLANTA BETTER BUILDING CHALLENGE, CREATING CHANGE AT SCALE. WE SEE OUR POLICY WORK AS A HIGH-LEVERAGE STRATEGY TO CREATE CHANGE AT SCALE THROUGH INTERVENTIONS IN STATEWIDE BUILDING CODE REGULATIONS AND, ULTIMATELY, ADOPTION OF SUSTAINABLE BUILDING PRACTICES; HEALTHY, AFFORDABLE HOUSING; AND CLEAN ENERGY EXPANSION IN AMERICA'S CITIES. 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, AS WELL AS PROVIDING DAY- TO-DAY MANAGEMENT, INCLUDING SUSTAINABLE SOURCING, WASTE DIVERSION AND GRANT WRITING SUPPORT. PROGRAMS SUCH AS CREW (CULTURE-RESILIENCE- ENVIRONMENT-WORKFORCE) AND 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. 734702 914278 EDUCATION AND RESEARCH: A SUCCESSFUL REGENERATIVE ECONOMY REQUIRES A WELL- TRAINED AND EDUCATED WORKFORCE READY TO SOLVE COMPLEX AND EVOLVING PROBLEMS AND IMPLEMENT SOLUTIONS. OUR EDUCATION AND TRAINING TEAM DEVELOPS CURRICULA, ONLINE AND HANDS-ON TRAINING, AND SKILL DEVELOPMENT OPPORTUNITIES FOR THE NEXT GENERATION OF THE REGENERATIVE ECONOMY'S WORKFORCE. THROUGH THE G.I. BILL, MILITARY VETERANS, ACTIVE DUTY PERSONNEL AND THEIR DEPENDENTS QUALIFY FOR REIMBURSABLE TRAINING AT SOUTHFACE. IN 2019, SOUTHFACE TRAINED 2,640 PEOPLE, INCREASING THEIR SKILLS AND BUILDING A WORKFORCE READY TO WEATHERIZE, RETROFIT AND SUPPORT ENERGY AND WATER SAVINGS FOR HOMES AND WORKPLACES ACROSS THE COUNTRY. OUR COMPLEMENTARY RESEARCH EFFORTS CONNECT OUR LOCAL AND FEDERAL PARTNERS WITH ESSENTIAL DATA TO UNDERSTAND THE UNTAPPED POTENTIAL OF HEALTHY, VIBRANT BUILDINGS AND COMMUNITIES. IN 2019, WE DOUBLED DOWN ON OUR WORK TO DOCUMENT THE IMPACT OF HOUSING ON THE SOCIAL DETERMINANTS OF HEALTH, WORKING WITH GOVERNMENT, PUBLIC AND PRIVATE PARTNERS TO MEASURE THE IMPACTS OF IMPROVED HOUSING CONDITIONS ON HEALTH OUTCOMES. OUR HEALTHY HOMES TRAINING CENTER BUILDS THE CONNECTION BETWEEN HEALTHY HOMES AND RESOURCE EFFICIENCY THROUGH INITIATIVES THAT TRACK THE IMPROVED HEALTH BENEFITS ACHIEVED THROUGH RENOVATION. ONE CURRENT PROJECT INCLUDES 10 BUILDINGS WITHIN GEORGIA'S PUBLIC HOUSING AUTHORITY (PHA). WE'RE EXPANDING THIS BODY OF WORK IN 2020 WITH NEW PARTNERSHIPS AND AN INCREASED GEOGRAPHICAL REACH. 2180395 2871704 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. 2180395 2871704 5318234 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 true false false false false false false false false true 6 0 true 72 true false false false false false false false false X 14 14 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 C PINABELL PRESIDENT 40.00 X 191380 0 0 BARRY COATES CFO 40.00 X 155259 0 0 DENIS BLACKBURNE BOARD MEMBER 1.00 X 0 0 0 LINDA BOLAN BOARD MEMBER 1.00 X 0 0 0 CHRIS BOYLE VICE CHAIR/T 1.00 X 0 0 0 COREY DEAL BOARD MEMBER 1.00 X 0 0 0 NEIL DESAI 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 SECRETARY 1.00 X 0 0 0 MAKARA RUMLEY BOARD MEMBER 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 346639 4 false true false 5205 37578 210091 1340252 3375250 103422 4968376 PROGRAM REVENUE 1374712 1374712 SPONSORSHIPS 141614 141614 1516326 242232 134644 107588 5312 5312 5312 5312 210091 OTHER REVENUE 5200 5200 5200 6737446 1661482 107588 903131 478659 370284 54188 2298340 1229906 955369 113065 312076 312076 225766 141532 70937 13297 8306 8306 33045 33045 14006 14006 46697 36907 9170 620 29166 8996 14816 5354 58613 56472 1542 599 4443 4443 143284 143284 76198 76198 CHARTIABLE GRANTS 963497 963497 CONTRACT LABOR 731682 607284 87790 36608 FEES, LICENSES & PERMITS 207991 107936 96012 4043 SUPPLIES AND EQUIPMENT 199100 101677 44164 53259 312106 1585368 -1470264 197002 6567447 5318234 771178 478035 1793755 2014677 1799255 1856982 463778 665809 27175 23228 5756428 3406862 1320699 2349566 1220621 1395751 3000 3000 6628283 8309013 92591 176260 1474666 2450121 400000 200181 251788 1767438 3278169 X 1726734 1152535 3134111 3878309 4860845 5030844 6628283 8309013 169999 X false true X true false X 3054546 2913733 2843067 3496621 4042457 16350424 3054546 2913733 2843067 3496621 4042457 16350424 16350424 25898 36062 50743 101795 107588 322086 905 3650 5200 9755 16682265 4473880 0.98010 0.98220 X PART II, LINE 10 9,755 RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 1012125 166935 1179060 1049325 -37200 1012125 959773 107040 17488 1049325 900267 59506 959773 961142 25 -37941 22959 900267 1.00000 false false 1172149 1172149 4046681 2943946 1102735 92713 31311 61402 334243 320963 13280 110642 110642 2349566 ACCRUED COMPENSATION 251788 251788 6737446 6737446 6737446 6567447 6567447 6567447 VARIOUS FUNDRAI 110091 110091 VISIONARY DINNE 100000 100000 210091 210091 X false false false false false false false false false ANDREA C PINABELL PRESIDENT 191380 191380 BARRY COATES CFO 155259 155259 X CONTRACT LABOR 1 83372 FAIR VALUE X SUPPLIES/EQUIP. 1 12855 FAIR VALUE X LANDSCAPING 1 6700 FAIR VALUE X SOFTWARE FEES 1 495 FAIR VALUE false false false 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. THROUGH EDUCATION, RESEARCH, ADVOCACY AND TECHNICAL SERVICES, OUR WORK POSITIVELY IMPACTS HEALTH, EQUITY AND WELL-BEING, INCLUDING REDUCING ENERGY BURDEN THAT DISPROPORTIONATELY AFFECTS VULNERABLE COMMUNITIES, WHILE BUILDING THE GREEN WORKFORCE OF THE FUTURE, REDUCING RESOURCE USE AND ADDRESSING CLIMATE CHANGE. FORM 990, PAGE 2, PART III, LINE 4A NONPROFIT SOLUTIONS: FOR OVER 12 YEARS, OUR GOODUSE PROGRAM (WHICH NOW INCLUDES THE GRANTS TO GREEN AND NONPROFIT ENERGY AND WATER EFFICIENCY LEGACY PROJECTS) HAS PARTNERED WITH OVER 300 NONPROFITS IN 26 STATES TO HELP THEM SAVE OVER 13 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 62,000 METRIC TONS AND SAVED OVER 78 MILLION GALLONS OF WATER AND MORE THAN 107 MILLION KWH IN ELECTRICITY SINCE ITS INCEPTION. IN FACT, OUR NONPROFIT PARTNERS SEE AN AVERAGE REDUCTION OF 20-30% 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 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. FORM 990, PAGE 2, PART III, LINE 4B POLICY/ADVOCACY/SUSTAINABILITY SERVICES: OUR POLICY, ADVOCACY AND SUSTAINABILITY PROGRAM 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) ADVANCING ENERGY EFFICIENCY, RENEWABLE AND CLEAN-ENERGY POLICY PRIORITIES, INCLUDING THOSE THAT APPLY TO THE LOW-INCOME AND AFFORDABLE HOUSING SECTOR; 2) PROVIDING THOUGHT LEADERSHIP ON EFFECTIVE POLICY TOOLS AND APPROACHES IN THE BUILT ENVIRONMENT, INCLUDING ENERGY AND WATER CODES AND ADVISING ON MECHANISMS SUCH AS ORDINANCES AND BUILDING CODES; AND 3) PROVIDING EXPERTISE ON SUSTAINABLE SITE PLANNING AND STORMWATER MANAGEMENT PRACTICES, INCLUDING RAINWATER, GREEN INFRASTRUCTURE AND OTHER WATER POLICIES THAT IMPROVE QUALITY, RESOURCE USE, AND ENVIRONMENTAL SERVICES. SOUTHFACE INSTITUTE HAS BEEN AT THE FOREFRONT OF SOME OF THE REGION'S MOST IMPACTFUL SUSTAINABILITY INITIATIVES, SUCH AS THE CITY OF ATLANTA'S 100% CLEAN ENERGY PLAN AND THE ATLANTA BETTER BUILDING CHALLENGE, CREATING CHANGE AT SCALE. WE SEE OUR POLICY WORK AS A HIGH-LEVERAGE STRATEGY TO CREATE CHANGE AT SCALE THROUGH INTERVENTIONS IN STATEWIDE BUILDING CODE REGULATIONS AND, ULTIMATELY, ADOPTION OF SUSTAINABLE BUILDING PRACTICES; HEALTHY, AFFORDABLE HOUSING; AND CLEAN ENERGY EXPANSION IN AMERICA'S CITIES. 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, AS WELL AS PROVIDING DAY- TO-DAY MANAGEMENT, INCLUDING SUSTAINABLE SOURCING, WASTE DIVERSION AND GRANT WRITING SUPPORT. PROGRAMS SUCH AS CREW (CULTURE-RESILIENCE- ENVIRONMENT-WORKFORCE) AND 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 EDUCATION AND RESEARCH: A SUCCESSFUL REGENERATIVE ECONOMY REQUIRES A WELL- TRAINED AND EDUCATED WORKFORCE READY TO SOLVE COMPLEX AND EVOLVING PROBLEMS AND IMPLEMENT SOLUTIONS. OUR EDUCATION AND TRAINING TEAM DEVELOPS CURRICULA, ONLINE AND HANDS-ON TRAINING, AND SKILL DEVELOPMENT OPPORTUNITIES FOR THE NEXT GENERATION OF THE REGENERATIVE ECONOMY'S WORKFORCE. THROUGH THE G.I. BILL, MILITARY VETERANS, ACTIVE DUTY PERSONNEL AND THEIR DEPENDENTS QUALIFY FOR REIMBURSABLE TRAINING AT SOUTHFACE. IN 2019, SOUTHFACE TRAINED 2,640 PEOPLE, INCREASING THEIR SKILLS AND BUILDING A WORKFORCE READY TO WEATHERIZE, RETROFIT AND SUPPORT ENERGY AND WATER SAVINGS FOR HOMES AND WORKPLACES ACROSS THE COUNTRY. OUR COMPLEMENTARY RESEARCH EFFORTS CONNECT OUR LOCAL AND FEDERAL PARTNERS WITH ESSENTIAL DATA TO UNDERSTAND THE UNTAPPED POTENTIAL OF HEALTHY, VIBRANT BUILDINGS AND COMMUNITIES. IN 2019, WE DOUBLED DOWN ON OUR WORK TO DOCUMENT THE IMPACT OF HOUSING ON THE SOCIAL DETERMINANTS OF HEALTH, WORKING WITH GOVERNMENT, PUBLIC AND PRIVATE PARTNERS TO MEASURE THE IMPACTS OF IMPROVED HOUSING CONDITIONS ON HEALTH OUTCOMES. OUR HEALTHY HOMES TRAINING CENTER BUILDS THE CONNECTION BETWEEN HEALTHY HOMES AND RESOURCE EFFICIENCY THROUGH INITIATIVES THAT TRACK THE IMPROVED HEALTH BENEFITS ACHIEVED THROUGH RENOVATION. ONE CURRENT PROJECT INCLUDES 10 BUILDINGS WITHIN GEORGIA'S PUBLIC HOUSING AUTHORITY (PHA). WE'RE EXPANDING THIS BODY OF WORK IN 2020 WITH NEW PARTNERSHIPS AND AN INCREASED GEOGRAPHICAL REACH. 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.