2019-11-11T12:42:04-06:00 2018-12-31 582019486 SANTI & ASSOCIATES PC 4010 OLD MILTON PKWY ALPHARETTA GA 300053423 990 2018-01-01 581357547 SOUTHFACE ENERGY INSTITUTE INC SOUT 4048723549 241 PINE STREET NE ATLANTA GA 30308 ANDREA C PINABELL PRESIDENT 4048723549 2019-05-06 true ROGER A SANTI CPA P00121054 7706234440 2019-11-11 50.243.199.101 2019-11-11 12:42:04 CS P 21949788FE25535786BB7E78469D5F7D75CB7B6D A205C78D887B7F98179EC5038C3A8AB9131E4D02 2018 2020-01-14 16:20:31Z ANDREA C PINABELL 645 EDGEWATER TRAIL SANDY SPRINGS GA 30328 4811958 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 SUSTAINABLE ADVOCACY, BUILDING, PLANNING AND OPERATIONS ACROSS THE U.S. WITH A MISSION TO CREATE A HEALTHY AND EQUITABLY BUILT ENVIRONMENT FOR ALL, SOUTHFACE'S CONSULTING SERVICES, WORKFORCE DEVELOPMENT, RESEARCH AND POLICY PRACTICES ARE SUPPORTING BETTER HOMES, WORKPLACES AND COMMUNITIES. EXPERTS IN THE FIELDS OF RESOURCE EFFICIENCY, BUILDING TECH AND ORGANIZATIONAL SUSTAINABILITY SINCE 1978, SOUTHFACE IS COMMITTED TO BUILDING A REGENERATIVE ECONOMY TO MEET TOMORROW'S NEEDS TODAY. 15 15 72 0 2823932 3453020 1817216 1372386 118248 -17098 905 3650 4760301 4811958 0 0 3017885 3295463 0 206856 1257711 1482747 4275596 4778210 484705 33748 6220751 6628283 1393654 1767438 4827097 4860845 X IT IS THIS SINGULAR VISION, THIS DEDICATION TO CREATING THE POLICIES, TECHNOLOGIES, BUILDINGS, AND COMMUNITIES TO IMPROVE HUMAN LIVES THAT PROPELS US FORWARD. IT IS THE UNDERPINNING OF THE PROGRAMS AND SERVICE WE CRAFT, THE DATA WE TRACK AND THE OUTCOMES WE SHARE WITH OUR PEERS, OUR COMMUNITY, AND OUR LEADERS. WE ACCOMPLISH THIS BY: - COLLABORATING WITH OUR COMMUNITY AND ACTING AS A CONVENER; ATTRACTING A GLOBAL COMMUNITY OF VISITORS FOR THOUGHT LEADERSHIP. - LEADING BY DESIGN, WITH A FOCUS ON REGENERATIVE DESIGN AND INNOVATIVE TECHNOLOGIES. - EDUCATING OUR COMMUNITY AND TRAINING THE SUSTAINABLE WORKFORCE OF THE FUTURE. - ADVOCATING ON BEHALF OF THE MOST IMPORTANT ISSUES FOR OUR AREA OF INFLUENCE - RESOURCE EFFICIENCY AND HEALTHY BUILT ENVIRONMENTS. - RESEARCHING AND FINDING NEW SOLUTIONS TO LEVERAGE AND SCALE NEW TECHNOLOGIES AND RESILIENCE THINKING. OUR MOST RECENT OUTCOMES INCLUDE: - 5,320 EARTHCRAFT UNITS CERTIFIED IN 2018, TOTALING MORE THAN 54,600 UNITS OVER 20 YEARS. MORE THAN 3 false false 2437268 1520537 EACH AND EVERY DAY SOUTHFACE INSTITUTE IS WORKING TO BUILD OUR VISION FOR THE FUTURE: A REGENERATIVE ECONOMY, RESPONSIBLE RESOURCE USE AND SOCIAL EQUITY THROUGH A HEALTHY BUILT ENVIRONMENT FOR ALL ACROSS NOT ONLY THE SOUTHEAST BUT THE US AND ITS TERRITORIES. EACH OF OUR PROGRAMS AND LINES OF SERVICE INFLUENCE THREE KEY OUTCOMES: IMPROVED QUALITY OF LIFE, SHARED PROSPERITY AND THRIVING NATURAL SYSTEMS. THE FOLLOWING IS ONE OF OUR KEY IMPACT AREAS, WHICH SUPPORT THE EXECUTION OF OUR MISSION AND VISION: POLICY AND ADVOCACY: OUR POLICY AND ADVOCACY PRACTICE PRIORITIZES AND CHAMPIONS THE STATE AND LOCAL POLICIES THAT PROPEL THE CLEAN-ENERGY AND RESOURCE-EFFICIENCY MOVEMENT FORWARD. WE KNOW THAT INFORMED POLICY CAN TRANSFORM THE MARKET FOR A CLEAN-ENERGY ECONOMY, AND WE ARE WORKING WITH OUR PARTNERS TO INFLUENCE DATA-DRIVEN, RIGOROUS APPROACHES TO A LOW-CARBON FUTURE. WE FOCUS ON THREE KEY AREAS OF INFORMED STATE AND LOCAL POLICY TO LEVERAGE THE MOST IMPACT: 1) ADVANCING UTILITY-FOCUSED ENERGY EFFICIENCY, RENEWABLE AND CLEAN-ENERGY PROGRAMMING. 2) INFLUENCING POLICY IN THE BUILT ENVIRONMENT, INCLUDING ENERGY AND WATER CODES, MECHANISMS SUCH AS ORDINANCES AND ENERGY/BUILDING CODES. 3) STORMWATER MANAGEMENT INCLUDING RAINWATER, GREEN INFRASTRUCTURE AND OTHER WATER POLICIES IN THE BUILT ENVIRONMENT. 716255 330912 EACH AND EVERY DAY SOUTHFACE INSTITUTE IS WORKING TO BUILD OUR VISION FOR THE FUTURE: A REGENERATIVE ECONOMY, RESPONSIBLE RESOURCE USE AND SOCIAL EQUITY THROUGH A HEALTHY BUILT ENVIRONMENT FOR ALL ACROSS NOT ONLY THE SOUTHEAST BUT THE US AND ITS TERRITORIES. EACH OF OUR PROGRAMS AND LINES OF SERVICE INFLUENCE THREE KEY OUTCOMES: IMPROVED QUALITY OF LIFE, SHARED PROSPERITY AND THRIVING NATURAL SYSTEMS. THE FOLLOWING IS ONE OF OUR KEY IMPACT AREAS, WHICH SUPPORT THE EXECUTION OF OUR MISSION AND VISION: IMPLEMENTATION: OUR MARKETPLACE SOLUTIONS TEAM EXECUTES INNOVATIVE PROGRAMS AND SERVICES THAT IMPACT OUR BUILDINGS AND COMMUNITIES. IMPLEMENTATION SCALE RANGES 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 GOODUSE, EARTHCRAFT, SOUTHFACE ENERGY RATED HOMES (SERH) AND BIT BUILDING. IN CONJUNCTION WITH OUR POLICY AND ADVOCACY PRACTICE, MARKETPLACE SOLUTIONS ENSURES THAT OUR WORK IMPROVES THE QUALITY OF LIFE FOR ALL CITIES AND RESIDENTS, INCLUDING LOW- INCOME AND VULNERABLE COMMUNITIES WHO OFTEN DO NOT HAVE ACCESS TO THE ELEMENTS THAT INFLUENCE HEALTHY, ENERGY-EFFICIENT HOMES, WORKPLACES AND COMMUNITIES. (FOR PROGRAM INFORMATION, SEE SCHEDULE O) 375614 477868 EACH AND EVERY DAY SOUTHFACE INSTITUTE IS WORKING TO BUILD OUR VISION FOR THE FUTURE: A REGENERATIVE ECONOMY, RESPONSIBLE RESOURCE USE AND SOCIAL EQUITY THROUGH A HEALTHY BUILT ENVIRONMENT FOR ALL ACROSS NOT ONLY THE SOUTHEAST BUT THE US AND ITS TERRITORIES. EACH OF OUR PROGRAMS AND LINES OF SERVICE INFLUENCE THREE KEY OUTCOMES: IMPROVED QUALITY OF LIFE, SHARED PROSPERITY AND THRIVING NATURAL SYSTEMS. THE FOLLOWING IS ONE OF OUR KEY AREAS IMPACT AREAS, WHICH SUPPORT THE EXECUTION OF OUR MISSION AND VISION: EDUCATION AND TRAINING: A SUCCESSFUL REGENERATIVE ECONOMY REQUIRES A WELL- TRAINED AND EDUCATED WORKFORCE READY TO SOLVE COMPLEX PROBLEMS AND IMPLEMENT THE SOLUTIONS THEY BUILD. OUR EDUCATION AND TRAINING TEAM DEVELOPS CURRICULUM, 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. (FOR PROGRAM INFORMATION, SEE SCHEDULE O) 637422 2482641 EACH AND EVERY DAY SOUTHFACE INSTITUTE IS WORKING TO BUILD OUR VISION FOR THE FUTURE: A REGENERATIVE ECONOMY, RESPONSIBLE RESOURCE USE AND SOCIAL EQUITY THROUGH A HEALTHY BUILT ENVIRONMENT FOR ALL ACROSS NOT ONLY THE SOUTHEAST BUT THE US AND ITS TERRITORIES. EACH OF OUR PROGRAMS AND LINES OF SERVICE INFLUENCE THREE KEY OUTCOMES: IMPROVED QUALITY OF LIFE, SHARED PROSPERITY AND THRIVING NATURAL SYSTEMS. THE FOLLOWING ARE OUR KEY IMPACT AREAS, WHICH SUPPORT THE EXECUTION OF OUR MISSION AND VISION: RESEARCH: OUR RESEARCH TEAM NURTURES THE SPARKS, SEEDS AND EARLY-STAGE DEVELOPMENTS FOR OUR INTERNAL AND EXTERNAL PROGRAMMING AND DATA COLLECTION. THEY ARE A TEAM OF RIGOROUS SCIENTISTS, DESIGNERS AND PROGRAM DEVELOPERS RESPONSIBLE FOR THE CONCEPTION, TESTING AND DELIVERY OF OUR OFFERINGS AT THE INTERSECTION OF THE BUILT AND NATURAL ENVIRONMENTS AND HUMAN EXPERIENCE. OUR RESEARCH CONNECTS OUR LOCAL AND FEDERAL PARTNERS WITH ESSENTIAL DATA TO SHAPING THE OUTCOMES OF HEALTHY, VIBRANT BUILDINGS AND COMMUNITIES. IN ORDER TO DRIVE A MORE EDUCATED COMMUNITY, THE EXPERIENTIAL COMPONENTS OF OUR CAMPUS AND PROGRAMS NOT ONLY ENSURE WE CONTINUE TO RAISE THE CEILING OF WHAT IS BLEEDING EDGE SUSTAINABLE DESIGN AND OPERATIONS, BUT ALSO MEET THE COMMUNITY WHERE THEY ARE TO RAISE THE FLOOR ON SUSTAINABLE EDUCATION. PROGRAM INFORMATION: POLICY PROGRAMMING: ENERGY EQUITY: SOUTHFACE INSTITUTE IS A CORE PARTNER FOR EEFA (ENERGY EFFICIENCY FOR ALL) GEORGIA. OUR POLICY AND ADVOCACY TEAM WORKS WITH UTILITIES AND CITIES INTERESTED IN INNOVATIVE ENERGY EFFICIENCY PROGRAM DESIGNS; PROVIDES EXPERT ADVICE TO HOUSING FINANCE AND DEVELOPMENT AGENCIES ON BEST PRACTICES IN OWNER ENGAGEMENT; AND LOOKS FOR WAYS TO INTEGRATE MORE RENEWABLE ENERGY AT THE COMMUNITY LEVEL. AS AN ACTIVE PARTICIPANT IN BOTH GEORGIA POWER'S INTEGRATED RESOURCE PLAN AND DEMAND-SIDE MANAGEMENT WORKING GROUP, SOUTHFACE CONTINUES TO ADVOCATE FOR ENERGY EFFICIENCY (E.G. ENERGY CONSERVATION, DEMAND-SIDE MANAGEMENT AND LOW-INCOME WEATHERIZATION) AND RENEWABLE ENERGY. FOR 2019, SOUTHFACE IS ONE OF THE ONLY ORGANIZATIONS WITH ON-THE-GROUND EXPERIENCE AND DATA TO BACK UP ADVOCACY EFFORTS IN THE AREAS OF MULTIFAMILY LOW-INCOME ENERGY EFFICIENCY PROGRAMS AND THE BENEFITS OF WHOLE-BUILDING DATA. STRONG, PROPEROUSE, AND RESILIENT COMMUNITIES CHALLENGE: WE COMMITTED TO DEVELOPING POLICY AND SYSTEMS CHANGE MODELS TO ADVANCE RACIAL EQUITY, HEALTH AND CLIMATE. THE TRANSFORMATION ALLIANCE (TFA) SELECTED SOUTHFACE AS THE STRONG, PROSPEROUS, AND RESILIENT COMMUNITIES CHALLENGE (SPARCC) CLIMATE CHAMPION, AND THROUGH THAT PARTNERSHIP, DEVELOPED THE CLIMATE POLICY PLATFORM, COMPLETED A RAPID CLIMATE VULNERABILITIES ASSESSMENT, PARTNERED WITH WONDERROOT ON THE CLIMATE/CULTURAL RESILIENCE PROJECT, AND ADVOCATED FOR THE "LIVING TRANSIT FUND." MARKETPLACE SOLUTIONS: EARTHCRAFT: EARTHCRAFT IS A FAMILY OF HIGH-PERFORMANCE CERTIFICATION PROGRAMS, WHICH SERVE AS A BLUEPRINT FOR ENERGY, WATER AND RESOURCE- EFFICIENT BUILDINGS AND COMMUNITIES THROUGHOUT THE SOUTHEAST. BEGINNING IN 2017 THROUGH EARLY 2018, WE REFRESHED THIS PREMIERE, 20-YEAR-OLD PROGRAM WITH A NEW LOGO AND WEBSITE TO REACT TO NEW CHALLENGES IN THE BUILT ENVIRONMENT. WE BREATHED NEW LIFE INTO OUR EARTHCRAFT HOUSE AND LIGHT COMMERCIAL TECHNICAL PROGRAMS AND PREPARED TO RETHINK THE EARTHCRAFT BRAND AND ITS INFLUENCE ON THE RESIDENTIAL MARKET. BIT BUILDING: IN NOVEMBER 2018, SOUTHFACE LAUNCHED ITS NEWEST PROGRAM, BIT BUILDING. DESIGNED FOR ALL BUILDINGS, BUT ESPECIALLY THE 85% OF EXISTING BUILDING STOCK THAT IS UNDERSERVED, AS WELL AS ITS BUILDING OPERATORS. THE PROGRAM DELIVERS TOOLS, TEMPLATES, FORUMS AND INDUSTRY EXPERTISE FOR PARTICIPANTS TO IMPLEMENT ENERGY-EFFICIENT BUILDING PERFORMANCE IMPROVEMENTS. BIT BUILDING IS DESIGNED TO INCREASE CONFIDENCE IN BUILDING OPERATORS, MAKE INDUSTRY STANDARDS ACCESSIBLE AND NURTURE CAREER SKILLS IN THE PEOPLE IMPLEMENTING BEST PRACTICES. NONPROFIT SOLUTIONS: TWO OF OUR CORNERSTONE PROGRAMS, GOODUSE AND NEWE, ENSURE THAT NONPROFITS HAVE ACCESS AND INFORMATION TO MAKE EFFICIENCY IMPROVEMENTS TO THEIR BUILDINGS AND SAVE HUNDREDS OF THOUSANDS OF DOLLARS TO REINVEST IN THEIR MISSION-FOCUSED PROGRAMS AND CAPACITY BUILDING. AS ONE OF MANY EXAMPLES OF THE POWERFUL OUTCOMES FROM OUR NONPROFIT PROGRAMS, SINCE 2015, THE 10 FEEDING AMERICA FOOD BANKS SERVED BY NEWE WERE ABLE TO SERVE AN ADDITIONAL MILLION MEALS WITH THE 296,052 THEY SAVED ON UTILITIES, WHILE THE 45 BOYS AND GIRLS CLUBS OF AMERICA SAVED 1,106,347.64, ALLOWING THEM TO SERVE AN ADDITIONAL 239 CHILDREN. THIS YEAR, WE ALSO CELEBRATE 11 YEARS OF GOODUSE, FORMERLY GRANTS TO GREEN, WHICH HAS SAVED MORE THAN 250 NONPROFITS OVER 11 MILLION IN CUMULATIVE UTILITY SAVINGS FOR ITS GRANTEES TO DATE. BETTER BUILD CHALLENGE: AS WE LOOK FOR OPPORTUNITIES TO BRING THE BETTER BUILDINGS CHALLENGE TO NEW CITIES, THE ATLANTA BETTER BUILDINGS CHALLENGE (ABBC) MADE SIGNIFICANT PROGRESS TOWARD THE GOAL OF REDUCING WATER AND ENERGY USE IN COMMERCIAL BUILDINGS BY 20 % BY 2020. THE PROGRAM CREATED 67 NEW JOBS IN ATLANTA AND CONTRIBUTED 6.48 MILLION TO GROSS REGIONAL PRODUCT, WHICH MEANS BETTER ECONOMIC OUTCOMES FOR ALL GEORGIANS. IN 2018, THE PROGRAM ACHIEVED IT GOALS OF 20% REDUCTION IN BOTH ENERGY AND WATER REDUCTION. EDUCATION AND TRAINING PROGRAMMING: HEALTHY HOMES TRAINING CENTER: SOUTHFACE INSTITUTE CONTINUES TO LEAD THE CONNECTION BETWEEN HEALTHY HOMES AND RESOURCE EFFICIENCY THROUGH INITIATIVES WITH PARTNERS LIKE KRESGE, THE GEORGIA DEPARTMENT OF COMMUNITY AFFAIRS (DCA) AND THE GEORGIA HEALTH POLICY CENTER (GHPC); TRACKING THE IMPROVED HEALTH BENEFITS THROUGH THE SUSTAINABLE RENOVATION OF SEVERAL OF GEORGIA'S PUBLIC HOUSING AUTHORITY (PHA) SITES; AND BEING THE SOUTHEAST'S LEAD PARTNER WITHIN THE HEALTHY HOMES TRAINING CENTER NETWORK. BUILDING AMERICA GRANT AND KRESGE FOUNDATION HEALTHY HOMES PROGRAMS: IN 2017, SOUTHFACE DEVELOPED TWO SEPARATE RESEARCH PROGRAMS TO TRACK INDOOR ENVIRONMENTAL QUALITY. THE DEPARTMENT OF ENERGY BUILDING AMERICA PROGRAM PROVIDES RESEARCH DOLLARS TO INVESTIGATE THE POTENTIAL EFFECTS OF "SMART" VENTILATION ON INDOOR AIR QUALITY (IAQ). THE INTENT OF THE PROGRAM WAS TO REDUCE HARMFUL POLLUTANTS THAT MIGHT HARM LOW-INCOME, RESIDENTIAL OCCUPANTS AND TO CREATE A COMMERCIALLY-AVAILABLE IAQ SENSOR PACKAGE, WHICH WE LAUNCHED WITH OUR PARTNERS AT SENSEWARE. ADDITIONALLY, SOUTHFACE INSTITUTE DEVELOPED A HEALTHY MATERIALS RENOVATION PROGRAM THROUGH THE KRESGE FOUNDATION. WE ARE CURRENTLY TESTING INDOOR ENVIRONMENTAL QUALITY IN LOW- INCOME HOUSING THAT WAS RECENTLY RENOVATED. WE PLAN TO CROSS REFERENCE THE RESULTS OF THE TWO PROGRAMS TO UNDERSTAND THE IMPACT OF MATERIALS AND VENTILATION ON IAQ IN HOUSING. 637422 2482641 4166559 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 4 0 true 72 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 BARRY R GOLDMAN BOARD MEMBER 1.00 X 0 0 0 LINDA BOLAN BOARD MEMBER 1.00 X 0 0 0 CHARLES R WHATLEY JR BOARD MEMBER 1.00 X 0 0 0 TYRONE RACHAL SECRETARY 1.00 X 0 0 0 JOHN HINTON BOARD MEMBER 1.00 X 0 0 0 DENIS BLACKBURNE BOARD MEMBER 1.00 X 0 0 0 LEON S EPLAN BOARD MEMBER 1.00 X 0 0 0 JEFF GEORGE BOARD MEMBER 1.00 X 0 0 0 NIKKI WALKER BOARD MEMBER 1.00 X 0 0 0 MAKARA RUMLEY BOARD MEMBER 1.00 X 0 0 0 JOHN LANIER CHAIR 1.00 X 0 0 0 LIZ YORK 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 PAULA MCEVOY BOARD MEMBER 1.00 X 0 0 0 ANDREA C PINABELL PRESIDENT 40.00 X 202187 0 0 BARRY COATES CFO 40.00 X 93792 0 0 295979 1 false true false 4777 43601 280851 580652 2543139 3453020 PROGRAM REVENUE 1229624 1229624 SPONSORSHIPS 142762 142762 1372386 -17098 -118893 101795 280851 OTHER REVENUE 3650 3650 3650 4811958 1257143 101795 593484 278937 302676 11871 2214982 1047582 1118820 48580 277723 277723 209274 109885 95073 4316 5586 5586 36340 36340 11784 9784 2000 19023 8437 10536 50 28837 12768 12859 3210 58689 52447 6004 238 143054 143054 70338 70338 CONTRACT LABOR 549836 433343 78824 37669 SUPPLIES AND EQUIPMENT 150294 99389 48691 2214 FEES, LICENSES & PERMITS 139121 94051 44815 255 RENT & RENTALS 83860 83205 655 185985 1946515 -1856983 96453 4778210 4166559 404795 206856 1248431 1793755 1273778 1799255 673471 463778 5556 27175 4621954 3301255 1453319 1320699 1561784 1220621 4412 3000 6220751 6628283 48900 84438 1187224 1474666 157530 208334 1393654 1767438 X 2153400 1726734 2673697 3134111 4827097 4860845 6220751 6628283 33748 X false true X true false X 132578 3054546 2913733 2843067 3496621 12440545 132578 3054546 2913733 2843067 3496621 12440545 12440545 11552 25898 36062 50743 101795 226050 12666595 3099168 0.98220 0.98640 X 1049325 -37200 1012125 959773 107040 17488 1049325 900267 59506 959773 961142 25 -37941 22959 900267 933443 8893 18806 961142 1.00000 false false 4046681 2810178 1236503 92713 26713 66000 360901 342705 18196 121659 121659 1320699 ACCRUED COMPENSATION 200181 ACCRUED EXPENSES 8153 208334 4811958 4811958 4811958 4778210 4778210 4778210 VISIONARY DINNE 109703 109703 VARIOUS FUNDRAI 105909 105909 1 65239 65239 280851 280851 X false false false false false false false false false ANDREA C PINABELL PRESIDENT 202187 202187 FORM 990 - ORGANIZATION'S MISSION IT IS THIS SINGULAR VISION, THIS DEDICATION TO CREATING THE POLICIES, TECHNOLOGIES, BUILDINGS, AND COMMUNITIES TO IMPROVE HUMAN LIVES THAT PROPELS US FORWARD. IT IS THE UNDERPINNING OF THE PROGRAMS AND SERVICE WE CRAFT, THE DATA WE TRACK AND THE OUTCOMES WE SHARE WITH OUR PEERS, OUR COMMUNITY, AND OUR LEADERS. WE ACCOMPLISH THIS BY: - COLLABORATING WITH OUR COMMUNITY AND ACTING AS A CONVENER; ATTRACTING A GLOBAL COMMUNITY OF VISITORS FOR THOUGHT LEADERSHIP. - LEADING BY DESIGN, WITH A FOCUS ON REGENERATIVE DESIGN AND INNOVATIVE TECHNOLOGIES. - EDUCATING OUR COMMUNITY AND TRAINING THE SUSTAINABLE WORKFORCE OF THE FUTURE. - ADVOCATING ON BEHALF OF THE MOST IMPORTANT ISSUES FOR OUR AREA OF INFLUENCE - RESOURCE EFFICIENCY AND HEALTHY BUILT ENVIRONMENTS. - RESEARCHING AND FINDING NEW SOLUTIONS TO LEVERAGE AND SCALE NEW TECHNOLOGIES AND RESILIENCE THINKING. OUR MOST RECENT OUTCOMES INCLUDE: - 5,320 EARTHCRAFT UNITS CERTIFIED IN 2018, TOTALING MORE THAN 54,600 UNITS OVER 20 YEARS. MORE THAN 3,500 PEOPLE PROVIDED INPUT ON ATLANTA'S 100% CLEAN ENERGY PLAN. - OVER 11 YEARS, GOODUSE (FORMERLY GRANTS TO GREEN) HELPED MORE THAN 250 NONPROFITS SAVE OVER 11 MILLION THROUGH WATER AND ENERGY EFFICIENCY IMPROVEMENTS TO DATE. - 111 MILLION SQUARE FEET OF COMMERCIAL BUILDINGS COMMITTED TO THE ATLANTA BETTER BUILDINGS CHALLENGE. - IN 2018, WE TRAINED 988 BUILDING PROFESSIONALS IN 77 TRAINING SESSIONS. FORM 990, PAGE 2, PART III, LINE 4A EACH AND EVERY DAY SOUTHFACE INSTITUTE IS WORKING TO BUILD OUR VISION FOR THE FUTURE: A REGENERATIVE ECONOMY, RESPONSIBLE RESOURCE USE AND SOCIAL EQUITY THROUGH A HEALTHY BUILT ENVIRONMENT FOR ALL ACROSS NOT ONLY THE SOUTHEAST BUT THE US AND ITS TERRITORIES. EACH OF OUR PROGRAMS AND LINES OF SERVICE INFLUENCE THREE KEY OUTCOMES: IMPROVED QUALITY OF LIFE, SHARED PROSPERITY AND THRIVING NATURAL SYSTEMS. THE FOLLOWING IS ONE OF OUR KEY IMPACT AREAS, WHICH SUPPORT THE EXECUTION OF OUR MISSION AND VISION: POLICY AND ADVOCACY: OUR POLICY AND ADVOCACY PRACTICE PRIORITIZES AND CHAMPIONS THE STATE AND LOCAL POLICIES THAT PROPEL THE CLEAN-ENERGY AND RESOURCE-EFFICIENCY MOVEMENT FORWARD. WE KNOW THAT INFORMED POLICY CAN TRANSFORM THE MARKET FOR A CLEAN-ENERGY ECONOMY, AND WE ARE WORKING WITH OUR PARTNERS TO INFLUENCE DATA-DRIVEN, RIGOROUS APPROACHES TO A LOW-CARBON FUTURE. WE FOCUS ON THREE KEY AREAS OF INFORMED STATE AND LOCAL POLICY TO LEVERAGE THE MOST IMPACT: 1) ADVANCING UTILITY-FOCUSED ENERGY EFFICIENCY, RENEWABLE AND CLEAN-ENERGY PROGRAMMING. 2) INFLUENCING POLICY IN THE BUILT ENVIRONMENT, INCLUDING ENERGY AND WATER CODES, MECHANISMS SUCH AS ORDINANCES AND ENERGY/BUILDING CODES. 3) STORMWATER MANAGEMENT INCLUDING RAINWATER, GREEN INFRASTRUCTURE AND OTHER WATER POLICIES IN THE BUILT ENVIRONMENT. FORM 990, PAGE 2, PART III, LINE 4B EACH AND EVERY DAY SOUTHFACE INSTITUTE IS WORKING TO BUILD OUR VISION FOR THE FUTURE: A REGENERATIVE ECONOMY, RESPONSIBLE RESOURCE USE AND SOCIAL EQUITY THROUGH A HEALTHY BUILT ENVIRONMENT FOR ALL ACROSS NOT ONLY THE SOUTHEAST BUT THE US AND ITS TERRITORIES. EACH OF OUR PROGRAMS AND LINES OF SERVICE INFLUENCE THREE KEY OUTCOMES: IMPROVED QUALITY OF LIFE, SHARED PROSPERITY AND THRIVING NATURAL SYSTEMS. THE FOLLOWING IS ONE OF OUR KEY IMPACT AREAS, WHICH SUPPORT THE EXECUTION OF OUR MISSION AND VISION: IMPLEMENTATION: OUR MARKETPLACE SOLUTIONS TEAM EXECUTES INNOVATIVE PROGRAMS AND SERVICES THAT IMPACT OUR BUILDINGS AND COMMUNITIES. IMPLEMENTATION SCALE RANGES 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 GOODUSE, EARTHCRAFT, SOUTHFACE ENERGY RATED HOMES (SERH) AND BIT BUILDING. IN CONJUNCTION WITH OUR POLICY AND ADVOCACY PRACTICE, MARKETPLACE SOLUTIONS ENSURES THAT OUR WORK IMPROVES THE QUALITY OF LIFE FOR ALL CITIES AND RESIDENTS, INCLUDING LOW- INCOME AND VULNERABLE COMMUNITIES WHO OFTEN DO NOT HAVE ACCESS TO THE ELEMENTS THAT INFLUENCE HEALTHY, ENERGY-EFFICIENT HOMES, WORKPLACES AND COMMUNITIES. (FOR PROGRAM INFORMATION, SEE SCHEDULE O) FORM 990, PAGE 2, PART III, LINE 4C EACH AND EVERY DAY SOUTHFACE INSTITUTE IS WORKING TO BUILD OUR VISION FOR THE FUTURE: A REGENERATIVE ECONOMY, RESPONSIBLE RESOURCE USE AND SOCIAL EQUITY THROUGH A HEALTHY BUILT ENVIRONMENT FOR ALL ACROSS NOT ONLY THE SOUTHEAST BUT THE US AND ITS TERRITORIES. EACH OF OUR PROGRAMS AND LINES OF SERVICE INFLUENCE THREE KEY OUTCOMES: IMPROVED QUALITY OF LIFE, SHARED PROSPERITY AND THRIVING NATURAL SYSTEMS. THE FOLLOWING IS ONE OF OUR KEY AREAS IMPACT AREAS, WHICH SUPPORT THE EXECUTION OF OUR MISSION AND VISION: EDUCATION AND TRAINING: A SUCCESSFUL REGENERATIVE ECONOMY REQUIRES A WELL- TRAINED AND EDUCATED WORKFORCE READY TO SOLVE COMPLEX PROBLEMS AND IMPLEMENT THE SOLUTIONS THEY BUILD. OUR EDUCATION AND TRAINING TEAM DEVELOPS CURRICULUM, 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. (FOR PROGRAM INFORMATION, SEE SCHEDULE O) FORM 990, PAGE 2, PART III, LINE 4D EACH AND EVERY DAY SOUTHFACE INSTITUTE IS WORKING TO BUILD OUR VISION FOR THE FUTURE: A REGENERATIVE ECONOMY, RESPONSIBLE RESOURCE USE AND SOCIAL EQUITY THROUGH A HEALTHY BUILT ENVIRONMENT FOR ALL ACROSS NOT ONLY THE SOUTHEAST BUT THE US AND ITS TERRITORIES. EACH OF OUR PROGRAMS AND LINES OF SERVICE INFLUENCE THREE KEY OUTCOMES: IMPROVED QUALITY OF LIFE, SHARED PROSPERITY AND THRIVING NATURAL SYSTEMS. THE FOLLOWING ARE OUR KEY IMPACT AREAS, WHICH SUPPORT THE EXECUTION OF OUR MISSION AND VISION: RESEARCH: OUR RESEARCH TEAM NURTURES THE SPARKS, SEEDS AND EARLY-STAGE DEVELOPMENTS FOR OUR INTERNAL AND EXTERNAL PROGRAMMING AND DATA COLLECTION. THEY ARE A TEAM OF RIGOROUS SCIENTISTS, DESIGNERS AND PROGRAM DEVELOPERS RESPONSIBLE FOR THE CONCEPTION, TESTING AND DELIVERY OF OUR OFFERINGS AT THE INTERSECTION OF THE BUILT AND NATURAL ENVIRONMENTS AND HUMAN EXPERIENCE. OUR RESEARCH CONNECTS OUR LOCAL AND FEDERAL PARTNERS WITH ESSENTIAL DATA TO SHAPING THE OUTCOMES OF HEALTHY, VIBRANT BUILDINGS AND COMMUNITIES. IN ORDER TO DRIVE A MORE EDUCATED COMMUNITY, THE EXPERIENTIAL COMPONENTS OF OUR CAMPUS AND PROGRAMS NOT ONLY ENSURE WE CONTINUE TO RAISE THE CEILING OF WHAT IS BLEEDING EDGE SUSTAINABLE DESIGN AND OPERATIONS, BUT ALSO MEET THE COMMUNITY WHERE THEY ARE TO RAISE THE FLOOR ON SUSTAINABLE EDUCATION. PROGRAM INFORMATION: POLICY PROGRAMMING: ENERGY EQUITY: SOUTHFACE INSTITUTE IS A CORE PARTNER FOR EEFA (ENERGY EFFICIENCY FOR ALL) GEORGIA. OUR POLICY AND ADVOCACY TEAM WORKS WITH UTILITIES AND CITIES INTERESTED IN INNOVATIVE ENERGY EFFICIENCY PROGRAM DESIGNS; PROVIDES EXPERT ADVICE TO HOUSING FINANCE AND DEVELOPMENT AGENCIES ON BEST PRACTICES IN OWNER ENGAGEMENT; AND LOOKS FOR WAYS TO INTEGRATE MORE RENEWABLE ENERGY AT THE COMMUNITY LEVEL. AS AN ACTIVE PARTICIPANT IN BOTH GEORGIA POWER'S INTEGRATED RESOURCE PLAN AND DEMAND-SIDE MANAGEMENT WORKING GROUP, SOUTHFACE CONTINUES TO ADVOCATE FOR ENERGY EFFICIENCY (E.G. ENERGY CONSERVATION, DEMAND-SIDE MANAGEMENT AND LOW-INCOME WEATHERIZATION) AND RENEWABLE ENERGY. FOR 2019, SOUTHFACE IS ONE OF THE ONLY ORGANIZATIONS WITH ON-THE-GROUND EXPERIENCE AND DATA TO BACK UP ADVOCACY EFFORTS IN THE AREAS OF MULTIFAMILY LOW-INCOME ENERGY EFFICIENCY PROGRAMS AND THE BENEFITS OF WHOLE-BUILDING DATA. STRONG, PROPEROUSE, AND RESILIENT COMMUNITIES CHALLENGE: WE COMMITTED TO DEVELOPING POLICY AND SYSTEMS CHANGE MODELS TO ADVANCE RACIAL EQUITY, HEALTH AND CLIMATE. THE TRANSFORMATION ALLIANCE (TFA) SELECTED SOUTHFACE AS THE STRONG, PROSPEROUS, AND RESILIENT COMMUNITIES CHALLENGE (SPARCC) CLIMATE CHAMPION, AND THROUGH THAT PARTNERSHIP, DEVELOPED THE CLIMATE POLICY PLATFORM, COMPLETED A RAPID CLIMATE VULNERABILITIES ASSESSMENT, PARTNERED WITH WONDERROOT ON THE CLIMATE/CULTURAL RESILIENCE PROJECT, AND ADVOCATED FOR THE "LIVING TRANSIT FUND." MARKETPLACE SOLUTIONS: EARTHCRAFT: EARTHCRAFT IS A FAMILY OF HIGH-PERFORMANCE CERTIFICATION PROGRAMS, WHICH SERVE AS A BLUEPRINT FOR ENERGY, WATER AND RESOURCE- EFFICIENT BUILDINGS AND COMMUNITIES THROUGHOUT THE SOUTHEAST. BEGINNING IN 2017 THROUGH EARLY 2018, WE REFRESHED THIS PREMIERE, 20-YEAR-OLD PROGRAM WITH A NEW LOGO AND WEBSITE TO REACT TO NEW CHALLENGES IN THE BUILT ENVIRONMENT. WE BREATHED NEW LIFE INTO OUR EARTHCRAFT HOUSE AND LIGHT COMMERCIAL TECHNICAL PROGRAMS AND PREPARED TO RETHINK THE EARTHCRAFT BRAND AND ITS INFLUENCE ON THE RESIDENTIAL MARKET. BIT BUILDING: IN NOVEMBER 2018, SOUTHFACE LAUNCHED ITS NEWEST PROGRAM, BIT BUILDING. DESIGNED FOR ALL BUILDINGS, BUT ESPECIALLY THE 85% OF EXISTING BUILDING STOCK THAT IS UNDERSERVED, AS WELL AS ITS BUILDING OPERATORS. THE PROGRAM DELIVERS TOOLS, TEMPLATES, FORUMS AND INDUSTRY EXPERTISE FOR PARTICIPANTS TO IMPLEMENT ENERGY-EFFICIENT BUILDING PERFORMANCE IMPROVEMENTS. BIT BUILDING IS DESIGNED TO INCREASE CONFIDENCE IN BUILDING OPERATORS, MAKE INDUSTRY STANDARDS ACCESSIBLE AND NURTURE CAREER SKILLS IN THE PEOPLE IMPLEMENTING BEST PRACTICES. NONPROFIT SOLUTIONS: TWO OF OUR CORNERSTONE PROGRAMS, GOODUSE AND NEWE, ENSURE THAT NONPROFITS HAVE ACCESS AND INFORMATION TO MAKE EFFICIENCY IMPROVEMENTS TO THEIR BUILDINGS AND SAVE HUNDREDS OF THOUSANDS OF DOLLARS TO REINVEST IN THEIR MISSION-FOCUSED PROGRAMS AND CAPACITY BUILDING. AS ONE OF MANY EXAMPLES OF THE POWERFUL OUTCOMES FROM OUR NONPROFIT PROGRAMS, SINCE 2015, THE 10 FEEDING AMERICA FOOD BANKS SERVED BY NEWE WERE ABLE TO SERVE AN ADDITIONAL MILLION MEALS WITH THE 296,052 THEY SAVED ON UTILITIES, WHILE THE 45 BOYS AND GIRLS CLUBS OF AMERICA SAVED 1,106,347.64, ALLOWING THEM TO SERVE AN ADDITIONAL 239 CHILDREN. THIS YEAR, WE ALSO CELEBRATE 11 YEARS OF GOODUSE, FORMERLY GRANTS TO GREEN, WHICH HAS SAVED MORE THAN 250 NONPROFITS OVER 11 MILLION IN CUMULATIVE UTILITY SAVINGS FOR ITS GRANTEES TO DATE. BETTER BUILD CHALLENGE: AS WE LOOK FOR OPPORTUNITIES TO BRING THE BETTER BUILDINGS CHALLENGE TO NEW CITIES, THE ATLANTA BETTER BUILDINGS CHALLENGE (ABBC) MADE SIGNIFICANT PROGRESS TOWARD THE GOAL OF REDUCING WATER AND ENERGY USE IN COMMERCIAL BUILDINGS BY 20 % BY 2020. THE PROGRAM CREATED 67 NEW JOBS IN ATLANTA AND CONTRIBUTED 6.48 MILLION TO GROSS REGIONAL PRODUCT, WHICH MEANS BETTER ECONOMIC OUTCOMES FOR ALL GEORGIANS. IN 2018, THE PROGRAM ACHIEVED IT GOALS OF 20% REDUCTION IN BOTH ENERGY AND WATER REDUCTION. EDUCATION AND TRAINING PROGRAMMING: HEALTHY HOMES TRAINING CENTER: SOUTHFACE INSTITUTE CONTINUES TO LEAD THE CONNECTION BETWEEN HEALTHY HOMES AND RESOURCE EFFICIENCY THROUGH INITIATIVES WITH PARTNERS LIKE KRESGE, THE GEORGIA DEPARTMENT OF COMMUNITY AFFAIRS (DCA) AND THE GEORGIA HEALTH POLICY CENTER (GHPC); TRACKING THE IMPROVED HEALTH BENEFITS THROUGH THE SUSTAINABLE RENOVATION OF SEVERAL OF GEORGIA'S PUBLIC HOUSING AUTHORITY (PHA) SITES; AND BEING THE SOUTHEAST'S LEAD PARTNER WITHIN THE HEALTHY HOMES TRAINING CENTER NETWORK. BUILDING AMERICA GRANT AND KRESGE FOUNDATION HEALTHY HOMES PROGRAMS: IN 2017, SOUTHFACE DEVELOPED TWO SEPARATE RESEARCH PROGRAMS TO TRACK INDOOR ENVIRONMENTAL QUALITY. THE DEPARTMENT OF ENERGY BUILDING AMERICA PROGRAM PROVIDES RESEARCH DOLLARS TO INVESTIGATE THE POTENTIAL EFFECTS OF "SMART" VENTILATION ON INDOOR AIR QUALITY (IAQ). THE INTENT OF THE PROGRAM WAS TO REDUCE HARMFUL POLLUTANTS THAT MIGHT HARM LOW-INCOME, RESIDENTIAL OCCUPANTS AND TO CREATE A COMMERCIALLY-AVAILABLE IAQ SENSOR PACKAGE, WHICH WE LAUNCHED WITH OUR PARTNERS AT SENSEWARE. ADDITIONALLY, SOUTHFACE INSTITUTE DEVELOPED A HEALTHY MATERIALS RENOVATION PROGRAM THROUGH THE KRESGE FOUNDATION. WE ARE CURRENTLY TESTING INDOOR ENVIRONMENTAL QUALITY IN LOW- INCOME HOUSING THAT WAS RECENTLY RENOVATED. WE PLAN TO CROSS REFERENCE THE RESULTS OF THE TWO PROGRAMS TO UNDERSTAND THE IMPACT OF MATERIALS AND VENTILATION ON IAQ IN HOUSING. FORM 990, PAGE 6, PART VI, LINE 11B THE BOARD OF DIRECTORS IS PROVIDED WITH A COPY OF THIS RETURN UPON REQUEST PRIOR TO OR AFTER IT IS FILED. THE CONTROLLER IS RESPONSIBLE FOR REVIEWING THE FORM 990, AND THE EXECUTIVE DIRECTOR IS THEN PROVIDED WITH THE RETURN FOR FINAL REVIEW AND APPROVAL. FORM 990, PAGE 6, PART VI, LINE 12C 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 EXECUTIVE DIRECTOR IS REVIEWED ANNUALLY AND DETERMINED BY THE BOARD OF DIRECTORS. FORM 990, PAGE 6, PART VI, LINE 15B COMPENSATION OF KEY EMPLOYEES IS REVIEWED AT LEAST ANNUALLY BY SUPERVISORS AND THE EXECUTIVE DIRECTOR AND IS ULTIMATELY DETERMINED BY THE EXECUTIVE DIRECTOR. FORM 990, PAGE 6, PART VI, LINE 19 GOVERNING DOCUMENTS ARE MADE AVAILABLE TO THE PUBLIC UPON REQUEST.