2020-11-16T13:05:44-06:00 2019-12-31 930900579 MCDONALD JACOBS PC 520 SW YAMHILL ST STE 500 PORTLAND OR 97204 990 2019-01-01 202587074 EARTH ADVANTAGE EART 5039687160 623 SW OAK STREET NO 300 PORTLAND OR 97205 JULES BAILEY BOARD PRESIDENT 5039687160 2020-11-16 1 SANG AHN P00540880 5032270581 50.204.228.78 2020-11-16 12:50:19 PS P DA39A3EE5E6B4B0D3255BFEF95601890AFD80709 6C4E4E4B196B361B4C91B4D2D24F4AFE6B180FF3 2019 2021-01-29 14:40:06Z DAVID HESLAM 623 SW OAK STREET NO 300 PORTLAND OR 97205 4150757 0 X WWW.EARTHADVANTAGE.ORG X 2005 OR OUR MISSION IS TO ACCELERATE THE ADOPTION OF HIGH PERFORMANCE AND SUSTAINABLE RESIDENTIAL BUILDING PRACTICES. WE TAKE A THREE PRONGED APPROACH: MAINTAINING WELL-ABOVE-CODE BUILDING STANDARDS, PROVIDING GREEN HOME DATA TO THE REAL ESTATE MARKET, AND DEVELOPING AND PROVIDING TRAINING TO KEY PROFESSIONALS. 9 9 26 26 0 0 199051 144368 2815555 2637096 4084 16441 92277 94718 3110967 2892623 0 0 0 0 2035512 2150941 0 0 0 929204 862768 2964716 3013709 146251 -121086 2911568 2637601 523969 369660 2387599 2267941 X SEE SCHEDULE O PAGE 1 0 0 1325169 2015299 EARTH ADVANTAGE CERTIFICATION: EARTH ADVANTAGE HOME CERTIFICATION IS ONE OF THE OLDEST AND MOST RESPECTED GREEN HOME CERTIFICATIONS IN THE UNITED STATES. IT RELIES LARGELY ON FIELD INSPECTIONS TO VERIFY COMPLIANCE WITH GREEN BUILDING STANDARDS DEVELOPED FOR USE IN OREGON. EARTH ADVANTAGE HOME CERTIFICATION OFFERS FIVE POSSIBLE LEVELS OF CERTIFICATION: SILVER, GOLD AND PLATINUM, ZERO ENERGY READY AND ZERO ENERGY. CERTIFICATION LEVELS ARE DEPENDENT ON POINTS EARNED AND WHETHER ONSITE RENEWABLES HAVE BEEN PROPERLY PLANNED FOR AND/OR INSTALLED. THE EARTH ADVANTAGE ZERO CERTIFICATION WAS THE FIRST OF ITS KIND IN THE U.S. THE EARTH ADVANTAGE CERTIFICATION CATERS TO BUILDERS JUST STARTING TO BUILD GREEN ALL THE WAY TO THE HIGHEST LEVELS OF PERFORMANCE. IT CAN ALSO BE UTILIZED FOR MULTI-FAMILY BUILDINGS AND SMALL COMMERCIAL BUILDINGS. THE EARTH ADVANTAGE COMMERCIAL STANDARD IS INCLUDED IN THE CITY OF PORTLAND'S GREEN BUILDING POLICY. THE EARTH ADVANTAGE MULTIFAMILY CERTIFICATION STANDARD IS INCLUDED IN OREGON HOUSING AND COMMUNITY SERVICES AND THE PORTLAND HOUSING BUREAU'S GREEN BUILDING POLICIES.LEED FOR HOMES IS A GREEN CERTIFICATION DEVELOPED BY THE U.S. GREEN BUILDING COUNCIL, FOR WHICH EARTH ADVANTAGE INSTITUTE IS ONE OF THE LARGEST PROVIDERS IN THE U.S. LEED FOR HOMES IS TYPICALLY USED BY BUILDERS OF MULTI-FAMILY BUILDINGS, BUT OCCASIONALLY IT IS USED FOR SINGLE FAMILY UNITS AS WELL. EARTH ADVANTAGE ALSO CERTIFIES HOMES TO THE FOLLOWING STANDARDS AND RATINGS: ENERGY STAR CERTIFIED HOMES, PASSIVE HOUSE, DOE ZERO ENERGY READY, EPA WATERSENSE, EPA INDOOR AIRPLUS, RESNET HERS INDEX, AND ENERGY TRUST ENERGY PERFORMANCE SCORE. 281239 56084 SOFTWARE DEVELOPMENT: SINCE 2017 EARTH ADVANTAGE HAS DEVELOPED THE GREEN BUILDING REGISTRY, A SOFTWARE TOOL THAT ALLOWS 3RD-PARTY VERIFIED GREEN HOME DATA TO BE STORED, PROCESSED AND EASILY SHARED WITH THE REAL ESTATE MARKETPLACE. THE GREEN BUILDING REGISTRY IS THE IT INFRASTRUCTURE UNDERPINNING THE CITY OF PORTLAND'S HOME ENERGY SCORE PROGRAM. THE GREEN BUILDING REGISTRY CONTAINS DATA FROM AROUND THE UNITED STATES AND IS USED IN OREGON, COLORADO AND MISSOURI TO GENERATE LOCALLY SPECIFIC HOME ENERGY LABELS. 672311 94718 EARTH ADVANTAGE PROVIDES 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, 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. 192120 565713 EARTH ADVANTAGE PROVIDES GREEN BUILDING EDUCATION SERVICES FOR HOME BUILDERS, BUILDING OFFICIALS, HOME DESIGNERS, APPRAISERS, MORTGAGE LENDERS AND REAL ESTATE AGENTS. EARTH ADVANTAGE DEVELOPS CURRICULUM AND DELIVERS CLASSES IN PERSON AND ONLINE TO ATTENDEES IN OREGON AND FROM AROUND THE UNITED STATES. EARTH ADVANTAGE IS THE FISCAL SPONSOR FOR THE ZERO ENERGY READY OREGON (ZERO) COALITION. THE ZERO COALITION EDUCATES AND ADVOCATES FOR BUILDINGS IN OREGON TO ACHIEVE ZERO ENERGY AND ZERO CARBON LEVELS OF PERFORMANCE. A PRIMARY GOAL IS FOR OREGON BUILDING CODES TO PRESCRIBE ZERO ENERGY PERFORMANCE FOR NEW CONSTRUCTION BY THE YEAR 2030. EARTH ADVANTAGE STAFF CONDUCT ADMINISTRATIVE SUPPORT DUTIES AND ADDITIONAL EARTH ADVANTAGE STAFF PARTICIPATE IN ZERO COALITION COMMITTEE WORK. 192120 565713 2470839 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 9 0 26 1 0 0 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 623 SW OAK STREET NO 300 PORTLAND OR 97205 JULES BAILEY BOARD CHAIR 2.00 X X 0 0 0 NATHAN GOOD SECRETARY 1.00 X X 0 0 0 HOLLY BRAUN TREASURER 1.00 X X 0 0 0 LINDA GERBER BOARD MEMBER 1.00 X 0 0 0 CHAD RUHOFF BOARD MEMBER 1.00 X 0 0 0 JILL SHERMAN BOARD MEMBER 1.00 X 0 0 0 RANDELL LEACH BOARD MEMBER 1.00 X 0 0 0 LAUREN ISAAC BOARD MEMBER 1.00 X 0 0 0 SUSAN BROWN BOARD MEMBER 1.00 X 0 0 0 DAVID FORMAN BOARD MEMBER 1.00 X 0 0 0 STEVEN SCHELL BOARD MEMBER 1.00 X 0 0 0 PAT DANIELS BOARD MEMBER 1.00 X 0 0 0 DAVID POLLOCK BOARD MEMBER 1.00 X 0 0 0 DAVID HESLAM EXECUTIVE DIRECTOR 40.00 X 153781 0 4982 PETER BROWN DIRECTOR OF BUILDING CERTIFICATIONS 40.00 X 125874 0 8462 ANTHONY ROY DIRECTOR OF POLICY AND PARTNERSHIPS 40.00 X 119051 0 8314 RANDY HANSELL LEED BD+C: HOMES AND MF PROGRAM MANAGER 40.00 X 112016 0 17842 510722 0 39600 4 0 1 0 RAIN SOFTWARE TECHNOLOGIES LLC 8975 SW SWEEK DR APT 432 TUALATIN OR 97062 WEBSITE DEVELOPMENT (GBR), & MAINTENANCE 111392 1 144368 144368 CERTIFICATION FEE 541900 1371118 1371118 RESEARCH AND EDUCATION CONTRACT F 541900 565713 565713 ETO VERIFIER FEES 541900 480391 480391 TRAINING CLASSES 900099 85446 85446 SOFTWARE CONTRACTS 541900 56084 56084 78344 78344 2637096 11475 11475 91713 0 91713 91713 91713 1263100 1258134 4966 4966 4966 OTHER INCOME 900099 3005 3005 3005 2892623 2731814 0 16441 158763 127550 31213 1651145 1326526 324619 37091 29799 7292 173922 139729 34193 130020 104458 25562 8550 7763 787 24705 22430 2275 264616 240246 24370 34177 32420 1757 115037 49364 65673 159292 154963 4329 64505 51520 12985 24969 19942 5027 66717 66085 632 40633 38847 1786 PROGRAM COSTS 59567 59197 370 3013709 2470839 542870 0 191964 99281 1788382 1686446 368143 362339 58656 31728 392081 199274 239423 192807 265000 265000 2911568 2637601 510469 335895 13500 12250 0 21515 523969 369660 X 2327951 2267941 59648 0 2387599 2267941 2911568 2637601 -121086 1428 0 X X 0 1 X 1 0 X 116998 124828 186280 199051 144368 771525 2546977 2775501 2445537 2815555 2637096 13220666 2663975 2900329 2631817 3014606 2781464 13992191 0 0 0 13992191 402 78039 89627 92957 103188 364213 402 78039 89627 92957 103188 364213 6919 1834 1398 3404 3005 16560 2671296 2980202 2722842 3110967 2887657 14372964 0.97350 0.97760 0.02530 0.01930 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 2960 2220 740 40368 18285 22083 348753 178769 169984 192807 FUNDS HELD FOR OTHERS 21515 21515 X 2894051 1428 1428 2892623 0 2892623 3013709 0 3013709 0 3013709 PART X, LINE 2: THE ORGANIZATION FOLLOWS THE PROVISIONS OF FASB ASC TOPIC 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 1 1 X X X X 0 0 0 1 0 1 0 0 0 DAVID HESLAM EXECUTIVE DIRECTOR 146281 0 7500 0 0 0 4982 0 0 0 158763 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 $18.25. PART I, LINE 5 COMMISSIONS ARE PAID TO INDIVIDUALS ON GROSS REVENUES RECEIVED FOR PROJECTS THEY MANAGE. PART I, LINE 6 EACH EMPLOYEE CAN EARN AN EQUIVALENT BONUS (UP TO A MAXIMUM OF $2,000 PER EMPLOYEE ANNUALLY) BASED ON EARTH ADVANTAGE'S BUDGET TO ACTUAL PERFORMANCE OF NET EARNINGS. FORM 990, PART III, LINE 1, DESCRIPTION OF ORGANIZATION MISSION: OUR MISSION IS TO ACCELERATE THE ADOPTION OF HIGH PERFORMANCE AND SUSTAINABLE RESIDENTIAL BUILDING PRACTICES. WE TAKE A THREE PRONGED APPROACH: MAINTAINING WELL-ABOVE-CODE BUILDING STANDARDS, PROVIDING GREEN HOME DATA TO THE REAL ESTATE MARKET, AND DEVELOPING AND PROVIDING TRAINING TO KEY PROFESSIONALS. AT EARTH ADVANTAGE, WE UNDERSTAND THAT CLIMATE CHANGE DOES NOT AFFECT EVERYONE IN THE SAME WAY. FRONTLINE COMMUNITIES, INCLUDING BLACK, INDIGENOUS, AND OTHER PEOPLE OF COLOR (BIPOC), ARE DISPROPORTIONATELY IMPACTED DUE TO SYSTEMIC RACISM. THE RESULTS ARE DISMAL: UNHEALTHY HOUSING, UNEQUAL ENERGY COST BURDEN (HIGHER ENERGY BILLS), A HEALTHCARE SYSTEM THAT DISCRIMINATES AGAINST BIPOC LEADING TO MORE ILLNESSES AND A SHORTER LIFESPAN, FEWER JOB OPPORTUNITIES, AND MORE EXPOSURE TO POLLUTION AS MORE NEIGHBORHOODS HAVE GENTRIFIED AND DISPLACED COMMUNITIES TO AREAS WITH FEWER ENVIRONMENTAL PROTECTIONS. WE ARE WORKING TO FIGHT THIS INJUSTICE AND BE PART OF THE SOLUTION. OUR EXPERT INSTRUCTORS ARE EXPANDING GREEN WORKFORCE TRAINING OPPORTUNITIES AND DIVERSIFYING THE CONSTRUCTION INDUSTRY SO WE CAN CREATE THE WORLD WE WANT TO SEE - BY HELPING HISTORICALLY UNDERSERVED COMMUNITIES ACCESS SKILLS, CREDENTIALS, AND SCHOLARSHIPS THAT WILL ALLOW THEM TO SECURE BETTER CAREER OPPORTUNITIES IN GREEN CONSTRUCTION. SINCE 2018, WE'VE TRAINED OVER 250 STUDENTS THROUGH OUR VALUED PARTNERSHIPS WITH OREGON TRADESWOMEN, CONSTRUCTING HOPE, HEART OF OREGON CORPS, PORTLAND COMMUNITY COLLEGE, AND THE BLUEPRINT FOUNDATION, AND IN 2020 WE WILL BEGIN TO SUPPORT PORTLAND YOUTH BUILDERS, PORTLAND OPPORTUNITIES INDUSTRIALIZATION CENTER, AND THE GREEN WORKFORCE ACADEMY. EARTH ADVANTAGE IS DEDICATED TO ENSURING THAT AFFORDABLE HOUSING IS HEALTHY, SUSTAINABLE, AND DURABLE, AND OFFERS NO-COST GREEN HOME CERTIFICATIONS TO AFFORDABLE HOUSING PROVIDERS FOR THEIR SINGLE-FAMILY HOUSING PROJECTS. IN THESE UNCERTAIN TIMES OF CLIMATE CHANGE, WE ARE FOCUSED ON THE ADOPTION OF RESILIENT SUSTAINABLE HOMES TO LOWER FRONTLINE COMMUNITIES' ENERGY BURDEN WHILE HELPING THESE COMMUNITIES GAIN ACCESS TO HEALTHIER HOMES. WE ALSO KNOW GREEN CONSTRUCTION CAN DRASTICALLY REDUCE CARBON EMISSIONS AND AVERT THE CATASTROPHIC EFFECTS OF CLIMATE CHANGE AND ITS DISPROPORTIONATE EFFECTS ON THESE COMMUNITIES. WE ACTIVELY SUPPORT AND VALUE DIVERSITY IN OUR COMPANY CULTURE, THE RECRUITMENT OF STAFF AND BOARD MEMBERS, AND PARTNERSHIPS WITH ORGANIZATIONS AND INDIVIDUALS IN ORDER TO PROPEL THE BUILDING INDUSTRY TOWARD A SOCIALLY, ECONOMICALLY, AND ENVIRONMENTALLY JUST FUTURE. SINCE 2015, EARTH ADVANTAGE HAS BEEN ENGAGED IN ANTI-RACISM AND ANTI-DISCRIMINATION EFFORTS AND TRAINING AND WE WILL CONTINUE TO PRIORITIZE THIS IMPORTANT WORK. PART OF THIS IS UNDERSTANDING THE ROLE WE CAN PLAY IN RECOGNIZING THE HISTORICAL INJUSTICES THAT HAVE LED TO A LACK OF SAFE AND HEALTHY HOUSING OPTIONS FOR BIPOC. WE AIM TO HONOR THE DIFFERENCES THAT MAKE US HUMAN BY COLLABORATING WITH PARTNERS WHO REPRESENT THESE COMMUNITIES AND WORKING TO ELEVATE THEIR VOICES AND AMPLIFY THEIR WORK. LASTLY AND MOST IMPORTANTLY, WE UNDERSTAND THAT SOMETIMES OUR ROLE IS TO PAUSE OUR ACTION AND INSTEAD LISTEN DEEPLY TO THE PRIORITIES AND EXPERIENCES OF FRONTLINE COMMUNITIES. 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.