2024-11-11T10:56:42-06:00 2023-12-31 930900579 MCDONALD JACOBS PC 121 SW SALMON ST STE 1100 PORTLAND OR 97204 990 2023-01-01 202587074 EARTH ADVANTAGE EART 5039687160 151 SW 1ST AVENUE 300 PORTLAND OR 97204 MICHAEL ARMSTRONG BOARD PRESIDENT 5039687160 2024-11-04 1 0 SANG AHN P00540880 5032270581 2023 2024-10-15 13:58:12Z DAVID HESLAM 151 SW 1ST AVENUE 300 PORTLAND OR 97204 10618853 0 X WWW.EARTHADVANTAGE.ORG X 2005 OR EARTH ADVANTAGE IS FOCUSED ON ADVANCING A MORE INFORMED AND HUMANE HOUSING MARKET (SEE SCHEDULE O)EARTH ADVANTAGE IS FOCUSED ON ADVANCING A MORE INFORMED AND HUMANE HOUSING MARKET. WE WORK TO ENSURE THE US HOUSING MARKET RECOGNIZES THE ELEMENTS OF HOMES THAT CREATE CLIMATE RISK AND VALUES THE CHARACTERISTICS OF HOMES THAT PROVIDE CLIMATE SOLUTIONS. OUR TEAMS PARTNER WITH ENTITIES ACROSS THE COUNTRY TO DEVELOP TANGIBLE, SYSTEMIC SOLUTIONS FOR CLIMATE FRIENDLY HOUSING. 9 9 50 9 0 0 223208 329980 6797206 9184837 2524 21067 0 82969 7022938 9618853 0 0 0 0 3187136 4010949 0 0 0 3902904 5916323 7090040 9927272 -67102 -308419 5159065 6812985 3012102 4951489 2146963 1861496 X SEE SCHEDULE O PAGE 1 0 0 3859074 3856775 THE PORTLAND CLEAN ENERGY FUND SELECTED EARTH ADVANTAGE TO LEAD IMPLEMENTATION OF ITS COOLING PORTLAND PROGRAM. THE GOAL IS TO HELP INCOME-LIMITED PORTLANDERS MAKE THEIR HOMES MORE ENERGY EFFICIENT AND PROVIDE ENERGY-EFFICIENT COOLING UNITS FOR USE DURING OUR INCREASINGLY HOT SUMMERS.EARTH ADVANTAGE WAS SELECTED BY THE OREGON DEPARTMENT OF ENERGY TO DELIVER THE COMMUNITY HEAT PUMP DEPLOYMENT PROGRAM. THE PROGRAM PROVIDES FUNDING FOR HEAT PUMPS FOR QUALIFYING EXISTING HOMES IN DEFINED ENVIRONMENTAL JUSTICE COMMUNITIES. 1731375 1851023 HOME ENERGY LABELING: EARTH ADVANTAGE WORKS TO ESTABLISH BEST PRACTICES FOR ENERGY PERFORMANCE SCORING FOR NORTH AMERICA. EARTH ADVANTAGE PERFORMS CONSULTING SERVICES POLICY DEVELOPMENT, PROGRAM DESIGN, AND IMPLEMENTATION. THESE SERVICES INCLUDE THE INTEGRATION OF THESE HOME ENERGY RATINGS INTO DIFFERENT ENERGY EFFICIENCY PROGRAM DESIGNS.EARTH ADVANTAGE WAS SELECTED BY STOPWASTE TO DEPLOY THE BAY AREA HOME ENERGY SCORE PROGRAM ON BEHALF OF BAYREN. EARTH ADVANTAGE ALSO PARTNERS WITH THE CITY OF PORTLAND AND THE OREGON DEPARTMENT OF ENERGY, TO MANAGE THE AUTHORIZATION OF HOME ENERGY SCORE ASSESSORS AND MAINTAIN A LIST OF PROFESSIONALS WHO HAVE COMPLETED THE REQUIRED STEPS IN THE AUTHORIZATION PROCESS. 1646573 1714292 EARTH ADVANTAGE CERTIFICATION STANDARDS ARE SOME OF THE OLDEST AND MOST RESPECTED GREEN HOME CERTIFICATIONS IN THE UNITED STATES. THEY RELY LARGELY ON FIELD INSPECTIONS TO VERIFY COMPLIANCE WITH GREEN BUILDING STANDARDS. EARTH ADVANTAGE OFFERS FIVE POSSIBLE LEVELS OF CERTIFICATION SILVER, GOLD AND PLATINUM, ZERO ENERGY READY AND ZERO ENERGY. THE MOST BASIC LEVEL ENSURES 10% IMPROVEMENT OVER CODE ON ENERGY PERFORMANCE. THE EARTH ADVANTAGE CERTIFICATION LEVELS DEPEND ON POINTS EARNED WITHIN FIVE PILLARS OF GREEN BUILDING PERFORMANCE AND ONSITE SOLAR PREPARATION AND INSTALLATION. EARTH ADVANTAGE STANDARDS ARE USED ON SINGLE- AND MULTI-FAMILY RESIDENCES. THE STANDARDS ARE USED TO GUIDE THE WORK OF BOTH NON-PROFIT AFFORDABLE HOUSING DEVELOPERS AND FOR-PROFIT HOUSING DEVELOPERS. (CONTINUED ON SCHEDULE O)MULTIPLE OREGON CITIES AND THE STATE UTILIZE THE EARTH ADVANTAGE STANDARDS AS QUALIFICATIONS FOR PROGRAMS AND ACCESS TO BENEFITS. EARTH ADVANTAGE ALSO CERTIFIES PROJECTS TO OTHER STANDARDS INCLUDING: LEED FOR HOMES, ENERGY STAR, PASSIVE HOUSE, EPA WATERSENSE, EPA INDOOR AIRPLUS, RESNET HERS INDEX, AND ENERGY TRUST ENERGY PERFORMANCE SCORE. 1906508 1762747 EDUCATION: EARTH ADVANTAGE OFFERS EDUCATIONAL PROGRAMS THAT INCLUDE WORKFORCE DEVELOPMENT TRAINING FOR HISTORICALLY MARGINALIZED POPULATIONS AND TECHNICAL TRAINING FOR EXISTING PROFESSIONALS ACROSS THE CONSTRUCTION, REMODELING, AND REAL ESTATE INDUSTRIES. ADDITIONALLY, EARTH ADVANTAGE OFFERS PROFESSIONAL ACCREDITATION REGARDING GREEN BUILDING EXPERTISE FOR CONTRACTORS, DESIGNERS, REALTORS AND APPRAISERS IN SEVERAL STATES. GREEN BUILDING REGISTRY: THE GREEN BUILDING REGISTRY IS A SOFTWARE AS A SERVICE (SAAS) PLATFORM PROVIDING THE REAL ESTATE MARKET WITH VERIFIED GREEN HOME DATA. EARTH ADVANTAGE DEVELOPED THIS SOFTWARE IN ORDER TO ALLOW PUBLIC ACCESS TO GREEN HOME DATA AS WELL AS TO PROVIDE AN APPLICATION PROGRAMMING INTERFACE (API) TO REAL ESTATE MULTIPLE LISTING SERVICES FOR REAL-TIME DATA POPULATION OF REAL ESTATE LISTINGS. THE SOFTWARE ALLOWS ENERGY ASSESSORS TO PULL DATA FROM VERIFIED SOURCES LIKE THE U.S. DEPARTMENT OF ENERGY HOME ENERGY SCORE AND GENERATE STREAMLINED, MARKET-FACING HOME LABELS FOR USE BY HOME SELLERS, HOME BUYERS AND REAL ESTATE AND FINANCE PROFESSIONALS.RESEARCH AND POLICY CONSULTING: EARTH ADVANTAGE UNDERTAKES BUILDING SCIENCE RESEARCH ON BUILDING AND REMODELING BEST PRACTICES. THE ORGANIZATION WAS SELECTED BY THE NATIONAL RENEWABLE ENERGY LABORATORY (NREL) AS A RESIDENTIAL SUBJECT MATTER EXPERT ORGANIZATION AND SUPPORTS ONGOING RESEARCH PROJECT ACTIVITY. EARTH ADVANTAGE SUPPORTS BUILDING PERFORMANCE STANDARDS POLICY PROCESSES IN OREGON THROUGH A GRANT FROM THE US DEPARTMENT OF ENERGY'S BUILDING TECHNOLOGY OFFICE (BTO) RESILIENT AND EFFICIENT CODES IMPLEMENTATION (RECI) PROGRAM. ZERO COALITION: ZERO COALITION WAS ESTABLISHED IN 2017, TO ADDRESS THE NEED TO ADVANCE HOME CONSTRUCTION PRACTICES IN OREGON. EARTH ADVANTAGE GATHERED SEVERAL LIKE- MINDED NONPROFITS TO FORM THE ZERO ENERGY READY OREGON COALITION SPECIFICALLY FOCUSED ON ADVANCING OREGON BUILDING CODES IN ALIGNMENT WITH EXECUTIVE ORDER 17-20.IN ADDITION, EARTH ADVANTAGE WORKS IN PARTNERSHIP WITH CLEARESULT TO PROMOTE THE ENERGY TRUST OF OREGON RESIDENTIAL PROGRAM. EARTH ADVANTAGE ALSO SERVES AS THE FISCAL SPONSOR TO ENERCITY COLLABORATIVE, WHICH WAS ESTABLISHED TO EXTEND THE FINANCIAL, ENVIRONMENTAL, AND HEALTH BENEFITS OF A CLEAN ENERGY ECONOMY TO SPECIFIC COMMUNITIES. 1906508 1762747 9143530 1 1 0 0 0 0 0 0 0 0 1 0 0 1 1 1 1 0 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 1 30 0 50 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 1 0 1 1 1 0 0 OR X DAVID HESLAM 5039687160 151 SW 1ST AVENUE 300 PORTLAND OR 97204 MICHAEL ARMSTRONG BOARD CHAIR 2.00 X X 0 0 0 MICHELLE TANG BOARD TREASURER 1.00 X X 0 0 0 BRIAN SIMMONS BOARD SECRETARY 1.00 X X 0 0 0 CHAD RUHOFF BOARD MEMBER 1.00 X 0 0 0 PAT DANIELS BOARD MEMBER 1.00 X 0 0 0 WENDY ABEEL BOARD MEMBER 1.00 X 0 0 0 TIM TREADWELL BOARD MEMBER 1.00 X 0 0 0 QUISHA LIGHT BOARD MEMBER 1.00 X 0 0 0 MELISSA BAKER BOARD MEMBER (9/12/23-PRESENT) 1.00 X 0 0 0 DAVID HESLAM EXECUTIVE DIRECTOR 40.00 X 186852 0 6041 ANTHONY ROY MANAGING DIRECTOR 40.00 X 146275 0 5967 ERIK CATHCART DIRECTOR OF TECHNOLOGY SERVICES 40.00 X 122375 0 5486 REBECCA HEILIG DIRECTOR OF CARBON FREE CONSTRUCTION 40.00 X 114668 0 7756 MEG GARABRANDT SENIOR MANAGER, REAL ESTATE SERVICES 40.00 X 111632 0 4829 681802 0 30079 5 0 1 0 MORAVEC LABS LLC 329 NE COUCH ST APT 307 PORTLAND OR 97232 SOFTWARE CODING AND IT SUPPORT 415574 ENERCITY COLLABORATIVE 151 SW 1ST AVE STE 300 PORTLAND OR 97204 CURRICULUM INSTRUCTION, MENTORING AND WO 150903 RAIN SOFTWARE TECHNOLOGIES 38954 PROCTOR BLVD 235 SANDY OR 97055 SOFTWARE CODING AND IT SUPPORT 136976 3 158715 171265 329980 HEAT RESPONSE PROGRAM 541900 3856775 3856775 CERTIFICATION FEE 541900 2723349 2723349 RESEARCH AND EDUCATION CONTRACT F 541900 1792737 1792737 OTHER PROGRAM REVENUE 541900 811976 811976 9184837 21067 21067 1000000 1000000 0 OTHER INCOME 900003 82969 82969 82969 9618853 9184837 0 104036 X 192893 163673 29220 3172778 2692151 480627 68055 57746 10309 330775 280668 50107 246448 209115 37333 24970 24321 649 33907 33026 881 3304383 3218556 85827 36076 26850 9226 247684 215409 32275 41343 40269 1074 120176 105100 15076 69749 59861 9888 31500 27034 4466 46590 45084 1506 59789 44511 15278 PROGRAM COSTS 1900156 1900156 9927272 9143530 783742 0 133324 511460 3165972 3050654 629472 1061056 25000 25000 112865 800070 32968 75560 637460 461456 110077 176004 238501 265000 265000 684387 609680 5159065 6812985 455892 352774 2917 493305 2553293 4105410 3012102 4951489 X 2146963 1851252 10244 2146963 1861496 5159065 6812985 -308419 22952 0 X X 0 1 X 1 0 X 144368 267348 555095 223208 329980 1519999 2637096 2424231 3105478 6797206 9184837 24148848 2781464 2691579 3660573 7020414 9514817 25668847 0 0 0 25668847 103188 99515 41466 2524 21067 267760 103188 99515 41466 2524 21067 267760 3005 549 3858 82969 90381 2887657 2791643 3705897 7022938 9618853 26026988 0.98620 0.98200 0.01030 0.01740 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 119856 93559 26297 517604 367897 149707 176004 OPERATING LEASE RIGHT OF USE ASSET 609680 609680 FUNDS HELD FOR OTHERS 41566 OPERATING LEASE 629001 ADVANCE ON GOVERNMENT GRANTS 3434843 4105410 X 9641805 22952 22952 9618853 0 9618853 9927272 0 9927272 0 9927272 PART X, LINE 2: THE ORGANIZATION FOLLOWS THE PROVISIONS OF FASB ASC TOPIC 740 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 X 1 1 X X X X 0 0 0 1 0 1 0 0 0 DAVID HESLAM EXECUTIVE DIRECTOR 172602 0 14250 0 0 0 6041 0 0 0 192893 0 0 0 ANTHONY ROY MANAGING DIRECTOR 135500 0 10775 0 0 0 4589 0 1378 0 152242 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 $20. EMPLOYEES RECEIVE A HOME OFFICE STIPEND OF $0-$100 PER MONTH TO COVER INTERNET AND SUPPLY COSTS RELATED TO WORKING FROM HOME. THE AMOUNT OF THE STIPEND IS DEPENDANT ON WHETHER OR NOT THEIR JOB DESCRIPTION DUTIES AND LOCATION MAKE UTILIZATION OF THE PORTLAND OFFICE REASONABLE. PART I, LINE 5 COMMISSIONS ARE PAID TO INDIVIDUALS ON GROSS REVENUES RECEIVED FOR PROJECTS THEY MANAGE. PART I, LINE 6 YEAR END BONUSES TO STAFF ARE PAID BASED ON ACTUAL ORGANIZATIONAL FINANCIAL PERFORMANCE COMPARED TO BUDGET. THE YEAR END BONUS TO THE EXECUTIVE DIRECTOR IS BASED ON MEETING PREDETERMINED ORGANIZATIONAL GOALS. PAT DANIELS EARTH ADVANTAGE BOARD SECRETARY & EXECUTIVE DIRECTOR OF CONSTRUCTING HOPE 97998 EARTH ADVANTAGE IS A SUBCONTRACTOR TO CONSTRUCTING HOPE ON A PROJECT FUNDED BY THE PORTLAND CLEAN ENERGY FUND (PCEF). 0 FORM 990, PART III, LINE 1, DESCRIPTION OF ORGANIZATION MISSION: EARTH ADVANTAGE IS FOCUSED ON ADVANCING A MORE INFORMED AND HUMANE HOUSING MARKET. WE WORK TO ENSURE THE US HOUSING MARKET RECOGNIZES THE ELEMENTS OF HOMES THAT CREATE CLIMATE RISK AND VALUES THE CHARACTERISTICS OF HOMES THAT PROVIDE CLIMATE SOLUTIONS. TO ACCOMPLISH THIS GOAL, WE'VE IDENTIFIED FOUR KEY STRATEGIC PATHWAYS: 1. INCREASING THE AVAILABILITY OF CLIMATE-FRIENDLY HOMES. WE PROMOTE THE USE OF CREDIBLE, NATIONALLY ACCEPTED GREEN BUILDING CERTIFICATIONS, SCORES AND RATINGS THAT DOCUMENT A HOME'S CLIMATE AND HEALTH IMPACTS. THESE METRICS PROVIDE CLEAR HOME PERFORMANCE AND ENERGY EFFICIENCY BENCHMARKS FOR BUILDERS AND DEVELOPERS OF NEW HOMES. THEY ALSO LAY THE FOUNDATION FOR CITIES AND STATES TO CREATE POLICIES AIMED AT ADDRESSING THE IMPACTS OF EXISTING HOMES. 2. MAKING CLIMATE DATA TRANSPARENT AND ACCESSIBLE IN THE REAL ESTATE MARKET. PUBLICLY AVAILABLE INFORMATION ON A HOME'S ENERGY CONSUMPTION AND GREEN ATTRIBUTES ENSURES THOSE FEATURES CAN BE VALUED IN REAL ESTATE TRANSACTIONS. WHEN THE ENVIRONMENTAL ATTRIBUTES OF A HOME ARE ASSIGNED A MONETARY VALUE, THE MARKET CAN RESPOND RATIONALLY TO THE PRESENCE OF THOSE ATTRIBUTES. THE RESULT IS A POWERFUL, MARKET-BASED INCENTIVE THAT SUPPORTS INVESTMENTS IN BETTER ENVIRONMENTAL OUTCOMES. 3. HELPING DEVELOP A KNOWLEDGEABLE AND DIVERSE WORKFORCE TO BUILD, REMODEL AND SELL CLIMATE-FRIENDLY HOMES. A TRAINED WORKFORCE IS CRITICAL TO THE CREATION OF GREEN HOMES AND BUILDINGS, AS WELL AS INFLUENCING HOW THEY ARE VERIFIED, MARKETED, APPRAISED, SOLD AND FINANCED. 4. ADDRESSING CURRENT CLIMATE VULNERABILITIES THROUGH DIRECT SERVICES, ADVOCACY AND HOUSING REFORM. 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 B, LINE 15A EACH YEAR THE BOARD DETERMINES PROGRESS OF THE EXECUTIVE DIRECTOR BASED ON PREDEFINED GOALS. 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 IX, LINE 11G SUB-CONTRACTOR: PROGRAM SERVICE EXPENSES 2,198,048. MANAGEMENT AND GENERAL EXPENSES 58,614. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 2,256,662. HES ASSESSOR PAYMENTS: PROGRAM SERVICE EXPENSES 1,014,643. MANAGEMENT AND GENERAL EXPENSES 27,057. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 1,041,700. OTHER PROFESSIONAL FEES: PROGRAM SERVICE EXPENSES 5,865. MANAGEMENT AND GENERAL EXPENSES 156. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 6,021. FORM 990, PART XII, LNE 2C: THE PROCESS HAS NOT CHANGED FROM THE PRIOR YEAR.