2023-11-14T11:31:09-05:00 2022-12-31 582019486 SANTI & ASSOCIATES PC 4010 OLD MILTON PKWY ALPHARETTA GA 300053423 990 2022-01-01 581357547 SOUTHFACE ENERGY INSTITUTE INC SOUT 4048723549 241 PINE STREET NE ATLANTA GA 30308 JAMES MARLOW PRESIDENT 4048723549 2023-07-31 true JAMES MARLOW 999009999 false ROGER A SANTI CPA P00121054 7706234440 2023-11-14 2022 2023-04-26 12:10:37Z JAMES MARLOW 241 PINE STREET NE ATLANTA GA 30308 7518980 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. 16 16 56 0 5181781 5144937 955827 2226366 165065 128672 13024 -19985 6315697 7479990 2285703 0 3459923 2874857 0 231977 4133561 2620080 7593484 7780640 -1277787 -300650 9241956 8310297 5005414 4688841 4236542 3621456 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 3365535 2285703 GOODUSE: FOR OVER 13 YEARS, OUR GOODUSE PROGRAM HAS PARTNERED WITH OVER 545 NONPROFITS IN 29 STATES TO HELP THEM SAVE OVER 25 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 139,000 METRIC TONS AND SAVED OVER 150 MILLION GALLONS OF WATER AND MORE THAN 202 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 10,000 CHILDREN AND SERVE AN ADDITIONAL 2.8 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. 2316580 1843229 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 ONSITE 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. WE IMPACTED MORE THAN 71,000 HOMES AND 10,000 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. SOUTHFACE PARTNERED WITH TWO LEADING TECH FIRMS, AMONG OTHERS, IMPACTING MORE THAN 11 MILLION SQUARE FEET OF BUILDING SPACE. 785743 359975 CURRENT RESEARCH PROJECTS: BUILDING AMERICA | HVAC AFDD - BP 1 & 2: THE SOUTHFACE RESEARCH TEAM IS PRESENTLY ENGAGED IN RESEARCH AND VALIDATION EFFORTS REGARDING THE IMPACT OF RECENTLY DEVELOPED HVAC INSTALLATION VERIFICATION AND MONITORING TOOLS WITHIN CLIMATE ZONES 2 THROUGH 7. WE ARE ACTIVELY IMPLEMENTING THESE TOOLS NATIONWIDE IN REAL-WORLD APPLICATIONS THROUGH HVAC CONTRACTOR NETWORKS TO ASSESS THE INDIVIDUAL AND COMBINED ENERGY AND HVAC PERFORMANCE EFFECTS OF COMMISSIONING USING THE MEASUREQUICK PLATFORM AND CONTINUOUS MONITORING THROUGH THE SENSI PREDICT SYSTEM. FURTHERMORE, WE ARE ACTIVELY DOCUMENTING AND ASSESSING THE NON-ENERGY-RELATED IMPACTS OF THESE TOOLS. OUR RESEARCH OBJECTIVE IS TO REVOLUTIONIZE THE 14 BILLION RESIDENTIAL HVAC SERVICE INDUSTRY BY EMPLOYING CUTTING-EDGE TECHNOLOGY TO ADDRESS THE APPROXIMATELY 70% OF SYSTEMS CURRENTLY OPERATING WITH FAULTS. THE IDENTIFICATION AND RECTIFICATION OF THESE ISSUES ARE EXPECTED TO RESULT IN ENERGY SAVINGS RANGING FROM 10% TO 30% FOR BOTH NEW AND EXISTING SYSTEMS. ALTHOUGH PREVIOUS ATTEMPTS TO ENHANCE INSTALLATION QUALITY ON A LARGE SCALE HAVE YET TO ACHIEVE WIDESPREAD SUCCESS, INTEGRATING THESE EMERGING SYSTEMS OFFERS NUMEROUS ADVANTAGES TO HVAC CONTRACTORS AND THE MARKET FOR HIGH-PERFORMANCE HVAC SYSTEMS. P-00113--LBNL | HOME HVAC TESTING: THIS IS A SOURCES SOUGHT CONTRACT WITH LAWRENCE BERKELEY NATIONAL LABORATORY (LBNL). THE PRIMARY OBJECTIVE OF THIS STUDY IS TO SYSTEMATICALLY GATHER COMPREHENSIVE DATA CONCERNING THE INSTALLATION, OPERATIONAL CHARACTERISTICS, AND PERFORMANCE ATTRIBUTES OF A WIDE SPECTRUM OF RESIDENTIAL HEATING, AIR-CONDITIONING, AND WATER-HEATING SYSTEMS CURRENTLY IN USE WITHIN HOUSEHOLDS ACROSS THE UNITED STATES. THIS RESEARCH ENDEAVOR IS OF NOTABLE SIGNIFICANCE IN THE CONTEXT OF STANDARDS DEVELOPMENT AND ANALYTICAL EFFORTS RELATED TO SUCH EQUIPMENT. THE COMPLEXITY OF THESE TASKS STEMS FROM THE CRITICAL REQUIREMENT FOR FIELD- REPRESENTATIVE DATA, WHICH NECESSITATES AN IN-DEPTH UNDERSTANDING OF THE REAL-WORLD PERFORMANCE OF THESE SYSTEMS. THROUGH THIS STUDY, LBNL ENDEAVORS TO BRIDGE THE EXISTING KNOWLEDGE GAP BY PROCURING DATA THAT IS ESSENTIAL FOR ENABLING MORE PRECISE AND INFORMED ANALYSES. THIS, IN TURN, WILL FACILITATE THE DEVELOPMENT AND ENHANCEMENT OF INDUSTRY STANDARDS RELATED TO RESIDENTIAL HVAC AND WATER-HEATING EQUIPMENT. IT'S WORTH NOTING THAT THE RECRUITMENT OF HOMES FOR PARTICIPATION IN THIS RESEARCH INITIATIVE WILL BE EXECUTED BY EXTERNAL ENTITIES. KSU | DOE FOA 0002452 (TOPIC AREA 1): SOUTHFACE, IN COLLABORATION WITH KENNESAW STATE UNIVERSITY AND CLARK ATLANTA UNIVERSITY, HAS ESTABLISHED AND SUCCESSFULLY OPERATES THE GEORGIA INDUSTRIAL ASSESSMENT CENTER (GEO-IAC), WITH ITS PRIMARY FACILITY LOCATED AT KENNESAW STATE UNIVERSITY. THIS CENTER IS DEDICATED TO DELIVERING COMPLIMENTARY ENERGY AND PRODUCTIVITY ASSESSMENTS TO SMALL- AND MEDIUM-SIZED MANUFACTURERS, GENEROUSLY FUNDED BY THE U.S. DEPARTMENT OF ENERGY (DOE). SINCE ITS INCEPTION IN 2022, SOUTHFACE'S ACTIVITIES WITH GEO-IAC HAVE ACHIEVED NOTABLE MILESTONES. SPECIFICALLY, THE CENTER HAS CONDUCTED A TOTAL OF 20 COMPREHENSIVE ASSESSMENTS FOR VARIOUS MANUFACTURING FACILITIES, RESULTING IN THE FORMULATION OF 150 VALUABLE RECOMMENDATIONS FOR ENHANCING ENERGY EFFICIENCY AND PRODUCTIVITY. THESE RECOMMENDATIONS, WHEN IMPLEMENTED, HAVE CONTRIBUTED TO A SIGNIFICANT ENERGY SAVINGS OF 0.49 TRILLION BTU (TBTU), TRANSLATING INTO SUBSTANTIAL COST SAVINGS AMOUNTING TO 3.89 MILLION. IN ADDITION TO ITS PIVOTAL ROLE IN SUPPORTING MANUFACTURERS, GEO-IAC HAS ALSO PLAYED AN INTEGRAL PART IN EDUCATING AND TRAINING THE NEXT GENERATION OF PROFESSIONALS, WITH 22 STUDENTS HAVING BENEFITED FROM ITS TRAINING PROGRAMS TO DATE. SOUTHFACE AND ITS ESTEEMED PARTNERS REMAIN DEDICATED TO ADVANCING THE CAUSE OF ENERGY EFFICIENCY AND PRODUCTIVITY WITHIN THE MANUFACTURING SECTOR, DEMONSTRATING A REMARKABLE COMMITMENT TO BOTH INDUSTRY AND EDUCATION. 309050 38662 VARIOUS PROGRAM ACCOMPLISHMENTS AIDING SOUTHFACE TO MEET ITS THREE OVERARCHING GOALS, WHICH 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. 309050 38662 6776908 true true false false false false false false false true true false false false true true true false false false false false false false true false false true false false false false false false false false false false false false false false false false false false false true 20 0 true 56 true false false false false false false false false X 16 16 false true false false false false false true true false true true true true true true true false true true false GA X WINDHAM BRANNON 4048982000 241 PINE STREET NE ATLANTA GA 30308 AMBER WHITTLE VP DEV, MKT, 40.00 X 124800 0 0 JAMES MARLOW PRESIDENT 40.00 X 116122 0 0 LAURA CASE VP OF GOODUS 40.00 X 107024 0 0 HUGH MAGANDE TECHNICAL PR 40.00 X 105560 0 0 CHRIS BOYLE BOARD MEMBER 1.00 X 0 0 0 GEORGE BUCHANAN BOARD MEMBER 1.00 X 0 0 0 SAM D COOK 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 JOHN HINTON BOARD MEMBER 1.00 X 0 0 0 RAWSON HAVERTY JR BOARD MEMBER 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 ELIZABETH MOORE BOARD MEMBER 1.00 X 0 0 0 CHARLES REITH PHD BOARD MEMBER 1.00 X 0 0 0 DENISE QUARLES BOARD MEMBER 1.00 X 0 0 0 TYRONE RACHAL CHAIR 1.00 X 0 0 0 DAVE RADLMANN BOARD MEMBER 1.00 X 0 0 0 WILL SELLERS SECRETARY 1.00 X 0 0 0 LIZ YORK VICE CHAIR 1.00 X 0 0 0 453506 4 false false false 119075 5025862 5144937 PROGRAM REVENUE 2226366 2226366 2226366 113172 113172 15500 15500 15500 15500 19005 119075 38990 -19985 -19985 7479990 2241866 93187 2285703 2285703 453506 425027 4172 24307 1972031 1848186 18143 105702 263599 247045 2425 14129 185721 174058 1708 9955 9212 9212 104813 9006 95750 57 10962 9280 1682 8798 362 8436 100875 48014 13989 38872 12229 12229 191768 191768 74738 16973 57765 CONTRACT LABOR 1430404 1377116 35978 17310 FEES, LICENSES & PERMITS 272332 92237 175217 4878 BAD DEBT 150000 150000 REPAIRS AND MAINTENANCE 75765 15634 57722 2409 178184 78267 87241 12676 7780640 6776908 771755 231977 1896339 1094341 2230896 2252500 990556 1293624 88169 81186 57501 35531 5412218 3303582 2295408 2108636 1678087 1444479 5000 9241956 8310297 663772 678347 3662692 3620161 366667 233333 312283 157000 5005414 4688841 X -957190 -1266318 5193732 4887774 4236542 3621456 9241956 8310297 X -300650 -315328 892 X false true X true false X 3496621 4042457 5353867 5181781 5144937 23219663 3496621 4042457 5353867 5181781 5144937 23219663 8245577 14974086 101795 107588 62323 85976 113172 470854 3650 5200 9779 13024 31653 23722170 6881743 0.63120 0.97940 X PART II, LINE 10 31,653 RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 1441559 -199926 1241633 1301885 10000 129674 1441559 1179060 122825 1301885 1012125 166935 1179060 1049325 -37200 1012125 1.00000 false false 1172149 1172149 3762519 3061086 701433 223003 70981 152022 136943 112418 24525 117604 59097 58507 2108636 RECOVERABLE GRANT 104000 ACCRUED COMPENSATION 53000 157000 X 7195332 -315328 892 38990 -275446 7470778 9212 9212 7479990 7810418 38990 38990 7771428 9212 9212 7780640 SCHEDULE D, PAGE 3, PART X SOUTHFACE ENERGY INSTITUTE, INC., A NONPROFIT ORGANIZATION OPERATING UNDER SECTION 501(C)(3) OF THE INTERNAL REVENUE CODE, IS EXEMPT FROM FEDERAL, STATE, AND LOCAL INCOME TAXES AND, ACCORDINGLY, NO PROVISION FOR INCOME TAXES IS INCLUDED IN THE ACCOMPANYING FINANCIAL STATEMENTS FOR THE ORGANIZATION. ACCOUNTING PRINCIPLES GENERALLY ACCEPTED IN THE UNITED STATES OF AMERICA REQUIRE MANAGEMENT TO EVALUATE TAX POSITIONS TAKEN BY THE ORGANIZATION AND RECOGNIZE A TAX LIABILITY (OR ASSET) IF THE ORGANIZATION HAS TAKEN AN UNCERTAIN TAX POSITION THAT MORE LIKELY THAN NOT WOULD NOT BE SUSTAINED UPON EXAMINATION BY THE INTERNAL REVENUE SERVICE AND GEORGIA DEPARTMENT OF REVENUE. MANAGEMENT HAS ANALYZED THE TAX POSITIONS TAKEN BY THE ORGANIZATION, AND HAS CONCLUDED THAT AS OF DECEMBER 31, 2022, THERE ARE NO UNCERTAIN POSITIONS TAKEN OR EXPECTED TO BE TAKEN THAT WOULD REQUIRE RECOGNITION OF A LIABILITY (OR ASSET) OR DISCLOSURE IN THE FINANCIAL STATEMENTS. THE ORGANIZATION IS SUBJECT TO ROUTINE AUDITS BY TAXING JURISDICTIONS; HOWEVER, THERE ARE CURRENTLY NO AUDITS FOR ANY TAX PERIODS IN PROGRESS. MANAGEMENT BELIEVES IT IS NO LONGER SUBJECT TO INCOME TAX EXAMINATIONS FOR YEARS PRIOR TO 2019. 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THE SALVATION ARMY- MCALLEN CORPS 1600 N 23RD STREET MCALLEN TX 78501 580660607 48614 UTILITY SYS. IMPROV. TYBEE ISLAND MARINE SCIENCE FOUNDAT PO BOX 1879 TYBEE ISLAND GA 31328 581990772 17596 UTILITY SYS. IMPROV. TYBEE ISLAND MARINE SCIENCE FOUNDAT PO BOX 1879 TYBEE ISLAND GA 31328 581990772 17597 UTILITY SYS. IMPROV. UNITARIAN UNIVERSALIST CONGREGATION 1190 WEST DRUID HILLS DRIVE NE STE ATLANTA GA 30329 580707530 60000 UTILITY SYS. IMPROV. BOYS AND GIRLS CLUB OF AMERICA 1275 PEACHTREE ST NE ATLANTA GA 30309 135562976 75000 UTILITY SYS. IMPROV. MONTESSORI INTERNATIONAL CHILDREN'S 1641 N WINCHESTER ROAD ANNAPOLIS MD 21409 521436080 60000 UTILITY SYS. IMPROV. BOYS & GIRLS CLUBS OF METROWEST 169 PLEASANT STREET MARLBOROUGH MA 01752 042387225 60000 UTILITY SYS. IMPROV. LEARY EDUCATIONAL FOUNDATION DBA PO BOX 3160 WINCHESTER VA 22604 540885291 60000 UTILITY SYS. IMPROV. DOWNTOWN GREENS 206 CHARLES STREET FREDERICKSBURG VA 22401 541853889 30000 UTILITY SYS. IMPROV. 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 545 NONPROFITS IN 29 STATES TO HELP THEM SAVE OVER 25 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 139,000 METRIC TONS AND SAVED OVER 150 MILLION GALLONS OF WATER AND MORE THAN 202 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 10,000 CHILDREN AND SERVE AN ADDITIONAL 2.8 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 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 ONSITE 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. WE IMPACTED MORE THAN 71,000 HOMES AND 10,000 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. 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 4C CURRENT RESEARCH PROJECTS: BUILDING AMERICA | HVAC AFDD - BP 1 & 2: THE SOUTHFACE RESEARCH TEAM IS PRESENTLY ENGAGED IN RESEARCH AND VALIDATION EFFORTS REGARDING THE IMPACT OF RECENTLY DEVELOPED HVAC INSTALLATION VERIFICATION AND MONITORING TOOLS WITHIN CLIMATE ZONES 2 THROUGH 7. WE ARE ACTIVELY IMPLEMENTING THESE TOOLS NATIONWIDE IN REAL-WORLD APPLICATIONS THROUGH HVAC CONTRACTOR NETWORKS TO ASSESS THE INDIVIDUAL AND COMBINED ENERGY AND HVAC PERFORMANCE EFFECTS OF COMMISSIONING USING THE MEASUREQUICK PLATFORM AND CONTINUOUS MONITORING THROUGH THE SENSI PREDICT SYSTEM. FURTHERMORE, WE ARE ACTIVELY DOCUMENTING AND ASSESSING THE NON-ENERGY-RELATED IMPACTS OF THESE TOOLS. OUR RESEARCH OBJECTIVE IS TO REVOLUTIONIZE THE 14 BILLION RESIDENTIAL HVAC SERVICE INDUSTRY BY EMPLOYING CUTTING-EDGE TECHNOLOGY TO ADDRESS THE APPROXIMATELY 70% OF SYSTEMS CURRENTLY OPERATING WITH FAULTS. THE IDENTIFICATION AND RECTIFICATION OF THESE ISSUES ARE EXPECTED TO RESULT IN ENERGY SAVINGS RANGING FROM 10% TO 30% FOR BOTH NEW AND EXISTING SYSTEMS. ALTHOUGH PREVIOUS ATTEMPTS TO ENHANCE INSTALLATION QUALITY ON A LARGE SCALE HAVE YET TO ACHIEVE WIDESPREAD SUCCESS, INTEGRATING THESE EMERGING SYSTEMS OFFERS NUMEROUS ADVANTAGES TO HVAC CONTRACTORS AND THE MARKET FOR HIGH-PERFORMANCE HVAC SYSTEMS. P-00113--LBNL | HOME HVAC TESTING: THIS IS A SOURCES SOUGHT CONTRACT WITH LAWRENCE BERKELEY NATIONAL LABORATORY (LBNL). THE PRIMARY OBJECTIVE OF THIS STUDY IS TO SYSTEMATICALLY GATHER COMPREHENSIVE DATA CONCERNING THE INSTALLATION, OPERATIONAL CHARACTERISTICS, AND PERFORMANCE ATTRIBUTES OF A WIDE SPECTRUM OF RESIDENTIAL HEATING, AIR-CONDITIONING, AND WATER-HEATING SYSTEMS CURRENTLY IN USE WITHIN HOUSEHOLDS ACROSS THE UNITED STATES. THIS RESEARCH ENDEAVOR IS OF NOTABLE SIGNIFICANCE IN THE CONTEXT OF STANDARDS DEVELOPMENT AND ANALYTICAL EFFORTS RELATED TO SUCH EQUIPMENT. THE COMPLEXITY OF THESE TASKS STEMS FROM THE CRITICAL REQUIREMENT FOR FIELD- REPRESENTATIVE DATA, WHICH NECESSITATES AN IN-DEPTH UNDERSTANDING OF THE REAL-WORLD PERFORMANCE OF THESE SYSTEMS. THROUGH THIS STUDY, LBNL ENDEAVORS TO BRIDGE THE EXISTING KNOWLEDGE GAP BY PROCURING DATA THAT IS ESSENTIAL FOR ENABLING MORE PRECISE AND INFORMED ANALYSES. THIS, IN TURN, WILL FACILITATE THE DEVELOPMENT AND ENHANCEMENT OF INDUSTRY STANDARDS RELATED TO RESIDENTIAL HVAC AND WATER-HEATING EQUIPMENT. IT'S WORTH NOTING THAT THE RECRUITMENT OF HOMES FOR PARTICIPATION IN THIS RESEARCH INITIATIVE WILL BE EXECUTED BY EXTERNAL ENTITIES. KSU | DOE FOA 0002452 (TOPIC AREA 1): SOUTHFACE, IN COLLABORATION WITH KENNESAW STATE UNIVERSITY AND CLARK ATLANTA UNIVERSITY, HAS ESTABLISHED AND SUCCESSFULLY OPERATES THE GEORGIA INDUSTRIAL ASSESSMENT CENTER (GEO-IAC), WITH ITS PRIMARY FACILITY LOCATED AT KENNESAW STATE UNIVERSITY. THIS CENTER IS DEDICATED TO DELIVERING COMPLIMENTARY ENERGY AND PRODUCTIVITY ASSESSMENTS TO SMALL- AND MEDIUM-SIZED MANUFACTURERS, GENEROUSLY FUNDED BY THE U.S. DEPARTMENT OF ENERGY (DOE). SINCE ITS INCEPTION IN 2022, SOUTHFACE'S ACTIVITIES WITH GEO-IAC HAVE ACHIEVED NOTABLE MILESTONES. SPECIFICALLY, THE CENTER HAS CONDUCTED A TOTAL OF 20 COMPREHENSIVE ASSESSMENTS FOR VARIOUS MANUFACTURING FACILITIES, RESULTING IN THE FORMULATION OF 150 VALUABLE RECOMMENDATIONS FOR ENHANCING ENERGY EFFICIENCY AND PRODUCTIVITY. THESE RECOMMENDATIONS, WHEN IMPLEMENTED, HAVE CONTRIBUTED TO A SIGNIFICANT ENERGY SAVINGS OF 0.49 TRILLION BTU (TBTU), TRANSLATING INTO SUBSTANTIAL COST SAVINGS AMOUNTING TO 3.89 MILLION. IN ADDITION TO ITS PIVOTAL ROLE IN SUPPORTING MANUFACTURERS, GEO-IAC HAS ALSO PLAYED AN INTEGRAL PART IN EDUCATING AND TRAINING THE NEXT GENERATION OF PROFESSIONALS, WITH 22 STUDENTS HAVING BENEFITED FROM ITS TRAINING PROGRAMS TO DATE. SOUTHFACE AND ITS ESTEEMED PARTNERS REMAIN DEDICATED TO ADVANCING THE CAUSE OF ENERGY EFFICIENCY AND PRODUCTIVITY WITHIN THE MANUFACTURING SECTOR, DEMONSTRATING A REMARKABLE COMMITMENT TO BOTH INDUSTRY AND EDUCATION. FORM 990, PAGE 2, PART III, LINE 4D VARIOUS PROGRAM ACCOMPLISHMENTS AIDING SOUTHFACE TO MEET ITS THREE OVERARCHING GOALS, WHICH 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 6, PART VI, LINE 3 A CONSULTANT WAS HIRED AS THE INTERIM PRESIDENT UNTIL THE POSITION COULD BE FILLED BY A FULL-TIME EMPLOYEE OF SOUTHFACE. 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. FORM 990, PART XI, LINE 9 DIRECT EXPENSES FROM FUNDRAISING EVENT 38,990 DIRECT EXPENSES FOR FUNDRAISING EVENT -38,990