Civic Intelligence

Southface Energy Institute Inc

EIN 58-1357547 • 501(c)3 • Atlanta, GA

Profile

Promote sustainable energy & environmental policies & technologies through education, research & technical assistance.

241 Pine Street NEAtlanta, GA 30308

www.southface.org

Siviq Scores

Precomputed percentiles relative to similar nonprofits. These scores are descriptive rather than judgmental.

Liabilities / Assets

79th percentile

0.50x

Higher debt load relative to assets than 79% of similar nonprofits.

501(c)3 • $5M-$10M nonprofits • Source year 2024

Liabilities / Revenue

71st percentile

0.40x

Higher debt load relative to revenue than 71% of similar nonprofits.

501(c)3 • $5M-$10M nonprofits • Source year 2024

Net Margin

40th percentile

0.8%

Higher net margin than 40% of similar nonprofits.

501(c)3 • $5M-$10M nonprofits • Source year 2024

Top Officer Pay

74th percentile

$202,828

Higher top officer pay than 74% of similar nonprofits.

Top officer pay equals 2.3% of source-year revenue.

501(c)3 • $5M-$10M nonprofits • Source year 2024

Asset Growth

6th percentile

-24%

Faster asset growth than 6% of similar nonprofits.

501(c)3 • $5M-$10M nonprofits • Annualized from 2023 to 2024

Revenue Growth

66th percentile

18%

Faster revenue growth than 66% of similar nonprofits.

501(c)3 • $5M-$10M nonprofits • Annualized from 2023 to 2024

Assets

Down

$6,917,866

Down $2,147,252 (-24%) from 2023

Liabilities

Down

$3,460,874

Down $2,330,069 (-40%) from 2023

Net Assets

Up

$3,456,992

Up $182,817 (+5.6%) from 2023

Revenue

Up

$8,643,950

Up $1,301,378 (+18%) from 2023

Expenses

Up

$8,576,087

Up $704,744 (+9.0%) from 2023

Net Income

Up

$67,863

Up $596,634 (+113%) from 2023

Trend Graphs

Balance Sheet Trend

Grouped bars show assets, liabilities, and net assets across loaded filings.

$15M$10M$5.0M$0Assets 2011: $4,296,579Liabilities 2011: $1,179,655Net Assets 2011: $3,116,9242011Assets 2012: $4,637,038Liabilities 2012: $867,043Net Assets 2012: $3,769,9952012Assets 2013: $4,655,402Liabilities 2013: $718,475Net Assets 2013: $3,936,9272013Assets 2014: $5,114,310Liabilities 2014: $1,103,798Net Assets 2014: $4,010,5122014Assets 2015: $5,575,960Liabilities 2015: $1,374,621Net Assets 2015: $4,201,3392015Assets 2016: $5,740,066Liabilities 2016: $1,397,674Net Assets 2016: $4,342,3922016Assets 2017: $6,220,751Liabilities 2017: $1,393,654Net Assets 2017: $4,827,0972017Assets 2018: $6,628,283Liabilities 2018: $1,767,438Net Assets 2018: $4,860,8452018Assets 2019: $8,309,013Liabilities 2019: $3,278,169Net Assets 2019: $5,030,8442019Assets 2020: $10,075,863Liabilities 2020: $4,561,534Net Assets 2020: $5,514,3292020Assets 2021: $9,241,956Liabilities 2021: $5,005,414Net Assets 2021: $4,236,5422021Assets 2022: $8,310,297Liabilities 2022: $4,688,841Net Assets 2022: $3,621,4562022Assets 2023: $9,065,118Liabilities 2023: $5,790,943Net Assets 2023: $3,274,1752023Assets 2024: $6,917,866Liabilities 2024: $3,460,874Net Assets 2024: $3,456,9922024

Highlighted filing

2024

Assets$6,917,866
Liabilities$3,460,874
Net Assets$3,456,992

Operations Trend

Revenue, expenses, and net income by year, with the latest filing highlighted.

$10M$5.0M$0-$5.0MRevenue 2011: $6,603,162Expenses 2011: $6,360,117Net Income 2011: $243,0452011Revenue 2012: $5,723,861Expenses 2012: $5,070,790Net Income 2012: $653,0712012Revenue 2013: $4,676,568Expenses 2013: $4,509,636Net Income 2013: $166,9322013Revenue 2014: $4,656,817Expenses 2014: $4,583,232Net Income 2014: $73,5852014Revenue 2015: $4,904,995Expenses 2015: $4,714,168Net Income 2015: $190,8272015Revenue 2016: $4,729,453Expenses 2016: $4,588,400Net Income 2016: $141,0532016Revenue 2017: $4,760,301Expenses 2017: $4,275,596Net Income 2017: $484,7052017Revenue 2018: $4,811,958Expenses 2018: $4,778,210Net Income 2018: $33,7482018Revenue 2019: $6,737,446Expenses 2019: $6,567,447Net Income 2019: $169,9992019Revenue 2020: $7,135,229Expenses 2020: $6,651,744Net Income 2020: $483,4852020Revenue 2021: $6,315,697Expenses 2021: $7,593,484Net Income 2021: -$1,277,7872021Revenue 2022: $7,479,990Expenses 2022: $7,780,640Net Income 2022: -$300,6502022Revenue 2023: $7,342,572Expenses 2023: $7,871,343Net Income 2023: -$528,7712023Revenue 2024: $8,643,950Expenses 2024: $8,576,087Net Income 2024: $67,8632024

Highlighted filing

2024

Revenue$8,643,950
Expenses$8,576,087
Net Income$67,863

Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Facts available. Structured filing facts are available, but richer extracted sections are limited.$6.92$3.46$3.46$8.64$8.58$0.07
2023Summary only. Only limited summary data is available for this year.$9.07$5.79$3.27$7.34$7.87$0.53
2022Facts available. Structured filing facts are available, but richer extracted sections are limited.$8.31$4.69$3.62$7.48$7.78$0.30
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$9.24$5.01$4.24$6.32$7.59$1.28
2020XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$10.1$4.56$5.51$7.14$6.65$0.48
2019XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$8.31$3.28$5.03$6.74$6.57$0.17
2018XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$6.63$1.77$4.86$4.81$4.78$0.03
2017XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$6.22$1.39$4.83$4.76$4.28$0.48
2016Facts available. Structured filing facts are available, but richer extracted sections are limited.$5.74$1.40$4.34$4.73$4.59$0.14
2015Detailed filing. Detailed filing data is available for this year.$5.58$1.37$4.20$4.90$4.71$0.19
2014Detailed filing. Detailed filing data is available for this year.$5.11$1.10$4.01$4.66$4.58$0.07
2013Detailed filing. Detailed filing data is available for this year.$4.66$0.72$3.94$4.68$4.51$0.17
2012Summary only. Only limited summary data is available for this year.$4.64$0.87$3.77$5.72$5.07$0.65
2011Summary only. Only limited summary data is available for this year.$4.30$1.18$3.12$6.60$6.36$0.24
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jan 1, 2024 to Dec 31, 2024
Signed
Aug 10, 2025
Return Version
2024v5.0
Gross Receipts
$8,945,133
Mission and Program Overview

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.

Southface institute's mission is to promote sustainable homes, workplaces, and communities through education, research, advocacy, and technical assistance. Guided by innovation and collaboration, southface empowers communities, governments, and businesses to create lasting, positive change.

Balance Sheet Detail
LineBeginningEndChange
Assets
Investments in Publicly Traded Securities$1,649,508$1,791,331▲ $141,823
Land, Buildings, and Equipment, Net$1,918,337$1,745,210▼ $173,127
Savings and Temporary Cash Investments$4,274,587$1,711,200▼ $2,563,387
Accounts Receivable$463,823$903,988▲ $440,165
Cash and Non-Interest-Bearing Accounts$87,424$86,557▼ $867
Prepaid Expenses and Deferred Charges$59,678$79,819▲ $20,141
Other Notes and Loans Receivable, Net$73,774$61,774▼ $12,000
Total Assets$9,065,118$6,917,866▼ $2,147,252
Other Assets Total$537,987$537,987→ $0
Liabilities
Deferred Revenue$4,030,455$1,913,475▼ $2,116,980
Accounts Payable and Accrued Expenses$1,516,488$1,387,399▼ $129,089
Other Liabilities$144,000$160,000▲ $16,000
Mortgage Notes Payable Secured by Investment Property$100,000--
Total Liabilities$5,790,943$3,460,874▼ $2,330,069
Net Assets / Fund Balance
Net Assets With Donor Restrictions$5,445,994$3,479,721▼ $1,966,273
Net Assets Without Donor Restrictions$-2,171,819$-22,729▲ $2,149,090
Total Net Assets Fund Balance$3,274,175$3,456,992▲ $182,817
Total Liabilities and Net Assets / Fund Balance$9,065,118$6,917,866▼ $2,147,252

Asset Categories

AssetBook ValueDepreciationBasis
Buildings$433,897$3,328,622$3,762,519
Land$1,172,149-$1,172,149
Leasehold Improvements$117,792$105,211$223,003
Equipment$15,418$126,593$142,011
Other Land Buildings$5,954$111,651$117,605
Other Assets Org$537,987--

Endowment Activity

PeriodBeginningContrib.Gain/LossOther UsesEnd
2024$1,417,539-▲ $150,706-$1,566,245
2023$1,241,633-▲ $173,906-$1,415,539
2022$1,441,559-▼ $199,926-$1,241,633
2021$1,301,885$10,000▲ $129,674-$1,441,559
2020$1,179,060-▲ $122,825-$1,301,885
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseTotal
James MarlowPresidentFT$202,828$202,828
Laura CaseVP of GoodusFT$112,084$112,084
Nathan BessetteVP of Tech SFT$109,280$109,280
Hugh MagandeTechnical PrFT$108,907$108,907
Stephanie BrownVP of DeveloFT$106,048$106,048

Board Members and Trustees

NameTitle
Liz YorkBoard Chair
Caroline MahoneyBoard Member
Danna Lopez RicheyBoard Member
Dave RadlmannBoard Member
David GevertzBoard Member
David PaullBoard Member
Dylan HowardBoard Member
Ed Akins IiBoard Member
Elizabeth MooreBoard Member
Evelyn BoldenBoard Member
George BuchananBoard Member
KELLY O'DAY WEISINGERBoard Member
Laura MarlowBoard Member
Paula McevoyBoard Member
Rawson Haverty JrBoard Member
Reeti GuptaBoard Member
Sam D Cook JrBoard Member
Tyrone RachalBoard Member
Neil DesaiTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$3,107,355
Program Service Revenue
$5,282,680
Investment Income
$223,194
Other Revenue
$30,721
All Other Contributions
$2,267,593
Change in Net Assets
$67,863

Noncash Contribution Practices

Property subject to holding requirements
No
Reviewed unusual noncash gifts
No
Third parties used for noncash contributions
No

Noncash Contributions

Contribution TypeContribution CountReported AmountValuation Method
Other Non Cash Contri Table1$66,883Fair Value
Total Noncash Contributions1$66,883-

Audited Revenue Reconciliation

Revenue per Audited Statements
$8,633,484
Revenue Not Reported on Financial Statements
$10,466
Revenue Not Reported on Form 990
$114,954
Total Revenue per Audited Statements
$8,748,438
Total Revenue per Form 990
$8,643,950
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Salaries, Compensation, and Employee Benefits$3,262,051
Grants and Similar Amounts Paid$3,128,797
Other Expenses$2,185,239
Total Fundraising Expense$400,561
Professional Fundraising Fees$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Grants to Domestic Orgs$3,128,797--$3,128,797
Other Salaries and Wages$1,950,288$37,870$160,133$2,148,291
Current Officers, Directors, Trustees, and Key Employees$580,217$11,251$47,679$639,147
Other Employee Benefits$251,857$1,814$21,222$274,893
Payroll Taxes$182,984$1,318$15,418$199,720
Depreciation Depletion-$178,196-$178,196
Fees for Services Other$4,733$172,513$95$177,341
Advertising$64,163$2,032$44,429$110,624
All Other Expenses$15,347$68,917$22,655$106,919
Travel$67,945$26,056$9,964$103,965
Other Expenses$1,268$78,596$2,340$82,204
Insurance$1,500$75,047-$76,547
Conferences and Meetings$23,149$19,484$17,574$60,207
Fees for Service Investment Mgmnt Fees-$10,466-$10,466
Office Expenses$7,235$1,503$1,180$9,918
Interest-$3,372-$3,372
Total Functional Expenses$7,209,404$966,122$400,561$8,576,087

Audited Expense Reconciliation

Line ItemAmount
Total Expenses per Form 990$8,576,087
Expenses per Audited Statements$8,565,621
Total Expenses per Audited Statements$8,565,621
Expenses Not Reported on Financial Statements$10,466
International Activity

Grant and Assistance Recipients

RecipientLocationCategoryPurposeAmount
Salvation Army Center for HopeGalveston, TX-IMPROVEMENTS TO NPO'$150,000
Fulton County Resilience HubMobile, AL-IMPROVEMENTS TO NPO'$90,000
Boys & Girls Clubs of Sarasota andSarasota, FL-IMPROVEMENTS TO NPO'$75,000
Boys and Girls Club of AmericaAtlanta, GA-IMPROVEMENTS TO NPO'$75,000
Chatt FoundationChattanooga, TN-IMPROVEMENTS TO NPO'$75,000
Salvation Army Galveston TXGalveston, TX-IMPROVEMENTS TO NPO'$75,000
Suncoast Communities Blood BankBradenton, FL-IMPROVEMENTS TO NPO'$75,000
Historic Oakland FoundationAtlanta, GA-IMPROVEMENTS TO NPO'$53,141
Historic Oakland FoundationAtlanta, GA-IMPROVEMENTS TO NPO'$53,141
Salvation Army National Capital AreWashington, DC-IMPROVEMENTS TO NPO'$45,500
The Salvation Army National CapitalWashington, DC-IMPROVEMENTS TO NPO'$45,500
Girls Preparatory SchoolChattanooga, TN-IMPROVEMENTS TO NPO'$43,428
Salvation Army JonesboroNorcross, GA-IMPROVEMENTS TO NPO'$40,941
Salvation Army JonesboroNorcross, GA-IMPROVEMENTS TO NPO'$40,941
Salvation Army JonesboroNorcross, GA-IMPROVEMENTS TO NPO'$40,941
Memorial Drive MinistriesStone Mountain, GA-IMPROVEMENTS TO NPO'$40,935
Green Light New OrleansNew Orleans, LA-IMPROVEMENTS TO NPO'$40,000
Ohio County Hospital CorporationHartford, KY-IMPROVEMENTS TO NPO'$40,000
Memorial Drive Ministries P2Stone Mountain, GA-IMPROVEMENTS TO NPO'$39,065
Bgc Southern Nevada AgassiLas Vegas, NV-IMPROVEMENTS TO NPO'$37,500
Bgc Southern Nevada AgassiLas Vegas, NV-IMPROVEMENTS TO NPO'$37,500
Boys & Girls Clubs of MetrowestMarlborough, MA-Improvements to Npo$37,500
Boys and Girls Club of BrevardtranBrevard, NC-IMPROVEMENTS TO NPO'$37,500
Boys and Girls Club of MetrowestMarlborough, MA-IMPROVEMENTS TO NPO'$37,500
Chesapeake Bay TrustAnnapolis, MD-IMPROVEMENTS TO NPO'$37,500
Earl and Rachel Smith Strand TheatrMarietta, GA-IMPROVEMENTS TO NPO'$37,500
Earl and Rachel Smith Strand TheatrMarietta, GA-IMPROVEMENTS TO NPO'$37,500
Easterseals Southwest FloridaSarasota, FL-IMPROVEMENTS TO NPO'$37,500
Easterseals Southwest FloridaSarasota, FL-IMPROVEMENTS TO NPO'$37,500
FATHER BILL'S & MAINSPRINGBrockton, MA-IMPROVEMENTS TO NPO'$37,500
Feeding Northeast FloridaJacksonville, FL-IMPROVEMENTS TO NPO'$37,500
Feeding Northeast FloridaJacksonville, FL-IMPROVEMENTS TO NPO'$37,500
Gateway X CenterAtlanta, GA-IMPROVEMENTS TO NPO'$37,500
Gateway X CenterAtlanta, GA-IMPROVEMENTS TO NPO'$37,500
Goodwill of North Georgia RomeRome, GA-IMPROVEMENTS TO NPO'$37,500
Goodwill of North Georgia RomeRome, GA-IMPROVEMENTS TO NPO'$37,500
High Museum of Art Div of RobertAtlanta, GA-IMPROVEMENTS TO NPO'$37,500
High Museum of Art Div of RobertAtlanta, GA-IMPROVEMENTS TO NPO'$37,500
Levite Jewish Community CenterBirmingham, AL-IMPROVEMENTS TO NPO'$37,500
Levite Jewish Community CenterBirmingham, AL-IMPROVEMENTS TO NPO'$37,500
LightshareSarasota, FL-IMPROVEMENTS TO NPO'$37,500
LightshareSarasota, FL-IMPROVEMENTS TO NPO'$37,500
LightshareSarasota, FL-IMPROVEMENTS TO NPO'$37,500
LightshareSarasota, FL-IMPROVEMENTS TO NPO'$37,500
Lowcountry Food BankCharleston, SC-IMPROVEMENTS TO NPO'$37,500
Lowcountry Food BankCharleston, SC-IMPROVEMENTS TO NPO'$37,500
Salvation Army Miami Area CommandMiami, FL-IMPROVEMENTS TO NPO'$37,500
Salvation Army Miami Area CommandMiami, FL-IMPROVEMENTS TO NPO'$37,500
Sarasota Opera Association IncSarasota, FL-IMPROVEMENTS TO NPO'$37,500
Sarasota Opera Association IncSarasota, FL-IMPROVEMENTS TO NPO'$37,500
Tennessee AquariumChattanooga, TN-IMPROVEMENTS TO NPO'$37,500
Tennessee AquariumChattanooga, TN-IMPROVEMENTS TO NPO'$37,500
The Mountain Retreat & Learning CenHighlands, NC-IMPROVEMENTS TO NPO'$37,500
The Mountain Retreat & Learning CenHighlands, NC-IMPROVEMENTS TO NPO'$37,500
Wylde Center IncDecatur, GA-IMPROVEMENTS TO NPO'$37,500
Wylde Center IncDecatur, GA-IMPROVEMENTS TO NPO'$37,500
Girls Inc of Columbus & Phenix-rusColumbus, GA-IMPROVEMENTS TO NPO'$37,373
Dumas Wesley Community CenterMobile, AL-IMPROVEMENTS TO NPO'$36,756
Leary Educational Foundation- Dba TWinchester, VA-IMPROVEMENTS TO NPO'$35,658
Leary Educational Foundation- Dba TWinchester, VA-IMPROVEMENTS TO NPO'$35,658
The Sarasota PlayersSarasota, FL-IMPROVEMENTS TO NPO'$34,427
Salvation Army of SavannahSavannah, GA-IMPROVEMENTS TO NPO'$31,658
Trinity Community MinistriesAtlanta, GA-IMPROVEMENTS TO NPO'$30,842
Sertoma KidsSarasota, FL-IMPROVEMENTS TO NPO'$29,433
No BoundariesWaynesville, NC-IMPROVEMENTS TO NPO'$26,535
Southside Theatre GuildFairburn, GA-IMPROVEMENTS TO NPO'$24,020
Annapolis Maritime MuseumAnnapolis, MD-IMPROVEMENTS TO NPO'$23,612
Annapolis Maritime MuseumAnnapolis, MD-IMPROVEMENTS TO NPO'$23,612
Georgia Justice ProjectAtlanta, GA-IMPROVEMENTS TO NPO'$20,557
Georgia Justice ProjectAtlanta, GA-IMPROVEMENTS TO NPO'$20,556
Music Conservatory of SandpointSandpoint, ID-IMPROVEMENTS TO NPO'$20,000
Music Conservatory of SandpointSandpoint, ID-IMPROVEMENTS TO NPO'$20,000
Music Conservatory of SandpointSandpoint, ID-IMPROVEMENTS TO NPO'$20,000
The Hermitage Retreat Artist RetreaEnglewood, FL-IMPROVEMENTS TO NPO'$18,243
Hope for the Inner CityChattanooga, TN-IMPROVEMENTS TO NPO'$17,997
Habitat for Humanity-dekalbTucker, GA-IMPROVEMENTS TO NPO'$16,477
Pittsboro Presbyterian ChurchPittsboro, NC-IMPROVEMENTS TO NPO'$16,097
Pittsboro Presbyterian ChurchPittsboro, NC-IMPROVEMENTS TO NPO'$16,097
Georgia Justice ProjectAtlanta, GA-IMPROVEMENTS TO NPO'$10,278
Georgia Justice ProjectAtlanta, GA-IMPROVEMENTS TO NPO'$10,278
Project 180 Sarasota IncSarasota, FL-IMPROVEMENTS TO NPO'$9,473
High Museum of Art Div of RobertAtlanta, GA-IMPROVEMENTS TO NPO'$8,191
Fundraising, Events, and Gaming
Fundraising activities
Yes
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Fundraising Gross Income$56,661
Fundraising Direct Expenses$36,072
Professional Fundraising Fees$0

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Visionary Award$56,661$56,661$36,072$20,589
Total Events$56,661$56,661$36,072$20,589
Political and Lobbying Activity
Political campaign activity
No
Lobbying activity
No
Subject to proxy tax
No
Debt and Bond Financing

Other Reported Liabilities

LiabilityAmount
Accrued Compensation$82,000
Recoverable Grant$78,000
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
Yes
Audit committee
Yes
Backup withholding compliance
Yes
Business relationship with 35% controlled entity
No
Business relationship with family members
No
Business relationship with organization members
No
Material changes to governing documents
No
Compensation from other sources disclosed
No
CEO compensation reviewed
Yes
Other officer compensation reviewed
Yes
Conflict-of-interest policy
Yes
Audited financial statements prepared
No
Key decisions subject to board approval
No
Management duties delegated
Yes

Governance Explanations

Form 990, Page 6, Part VI, Line 3

A cpa and consulting firm was hired as the interim cfo 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.

Filing and Contact Details

Filer

Filer Name
Southface Energy Institute Inc
EIN
58-1357547
Phone
4048723549
Address
241 PINE STREET NE, ATLANTA, GA 30308

Signing Officer

Name
James Marlow
Title
President
Phone
4048723549
Signed
2025-08-10
Discuss with paid preparer
Yes

Organization Details

Principal Officer
James Marlow
Formed
1978
Legal Domicile
Ga
Voting Board Members
19
Independent Board Members
19
Employees
42
Volunteers
19

Preparer

Firm
Santi & Associates Pc
Address
4010 OLD MILTON PKWY, ALPHARETTA, GA 30005-3423
Preparer
Roger a Santi CPA
Phone
7706234440
Supplemental Narrative

Additional Explanations

Form 990, Page 2, Part III, Line 4B

Technical services: southface offers fee-for-service support to improve the performance and sustainability of residential and commercial buildings: design consulting: tailored guidance for new builds or major renovations, aligned with client goals and budget. In 2024, southface supported 27 projects. Green certification: expert assistance in selecting and achieving optimal green certifications. In 2024, 29 projects and 774 multifamily units received certifications. Earthcraft: co-developed with the greater atlanta home builders association, earthcraft certifies homes and buildings for energy efficiency, air quality, and durability. In 2024, 3,170 multifamily units and 95 single-family homes earned certification. Bit building: a performance improvement program for existing buildings and tenant spaces, bit supports buildings of any type, with accessible pricing and no minimum performance thresholds. In 2024, 64 projects participated.

Form 990, Page 2, Part III, Line 4C

Research: building america - hvac afdd: southface is completing a multi-phase study on hvac installation verification and monitoring tools across climate zones 2-7. Results show statistically significant improvements in system performance, pointing to transformative opportunities for the 14 billion hvac service industry. While past efforts to scale installation quality fell short, our findings demonstrate the market potential of emerging systems for high-performance hvac. Doe energy shed (georgia tech): in partnership with georgia tech and funded by the u.s. Department of energy, southface is helping reimagine electric infrastructure planning to better meet community energy needs. As distributed renewable energy sources grow, this research explores localized strategies for energy generation, transmission, and storage. Georgia industrial assessment center (ksu): southface co-operates the georgia industrial assessment center (geo-iac) alongside kennesaw state university and clark atlanta university. Since 2022, geo-iac has provided free energy and productivity assessments to small- and medium-sized manufacturers, resulting in 4.88 million in cost savings and 0.59 trillion btu in energy savings. The center also serves as a training hub, with 26 students participating in its programs.

Form 990, Page 2, Part III, Line 4D

Advocacy: southface's advocacy team laid critical groundwork in 2024 to prepare for the 2025 integrated resource plan (irp) proceedings before georgia's public service commission. We hosted six workshops to inform partners about key energy issues in the irp debate. Our advocacy extended to vital warehouse solar research and building strategic partnerships with the association of county commissioners, georgia municipal association, carl vinson institute of government at uga, and atlanta regional commission-fostering collaboration toward shared goals and future policy initiatives. Education: in 2024, southface's education team equipped 2,224 individuals with the knowledge and skills to advance within the green building workforce. Through 57 trainings, workshops, and events, participants earned professional credentials such as home energy rater and duct and envelope tightness verifier, among others. Our instructor-led virtual and in-person courses ensure workers are prepared to thrive in the growing clean energy economy. Sustainable communities: southface supports municipalities in creating customized sustainability plans that prioritize clean energy and equity. In 2024, we led the dekalb clean energy & transportation transition plan, driving progress through strategic writing, stakeholder engagement, and ongoing municipal coordination. We also hosted and supported clean cities georgia, a nonprofit dedicated to advancing clean transportation. Our events, webinars, and outreach engaged approximately 1,600 people directly and reached an additional 10,000 across the state.

Raw XML AppendixShowing 400 of 1,304 raw XML fields

This appendix keeps the raw XML leaves available for debugging and edge-case review. The human report above is the primary experience.

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IRS990/OtherRevenueMiscGrp/TotalRevenueColumnAmt010132
IRS990/OtherRevenueTotalAmt010132
IRS990/OtherSalariesAndWagesGrp/FundraisingAmt0160133
IRS990/OtherSalariesAndWagesGrp/ManagementAndGeneralAmt037870
IRS990/OtherSalariesAndWagesGrp/ProgramServicesAmt01950288
IRS990/OtherSalariesAndWagesGrp/TotalAmt02148291
IRS990/OthNotesLoansReceivableNetGrp/BOYAmt073774
IRS990/OthNotesLoansReceivableNetGrp/EOYAmt061774
IRS990/OwnWebsiteInd0X
IRS990/PartialLiquidationInd0false
IRS990/PayrollTaxesGrp/FundraisingAmt015418
IRS990/PayrollTaxesGrp/ManagementAndGeneralAmt01318
IRS990/PayrollTaxesGrp/ProgramServicesAmt0182984
IRS990/PayrollTaxesGrp/TotalAmt0199720
IRS990/PoliticalCampaignActyInd0false
IRS990/PrepaidExpensesDefrdChargesGrp/BOYAmt059678
IRS990/PrepaidExpensesDefrdChargesGrp/EOYAmt079819
IRS990/PrincipalOfficerNm0JAMES MARLOW
IRS990/ProfessionalFundraisingInd0false
IRS990/ProgramServiceRevenueGrp/Desc0PROGRAM REVENUE
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt05282680
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt05282680
IRS990/ProgSrvcAccomActy2Grp/Desc0TECHNICAL SERVICES: SOUTHFACE OFFERS FEE-FOR-SERVICE SUPPORT TO IMPROVE THE PERFORMANCE AND SUSTAINABILITY OF RESIDENTIAL AND COMMERCIAL BUILDINGS: DESIGN CONSULTING: TAILORED GUIDANCE FOR NEW BUILDS OR MAJOR RENOVATIONS, ALIGNED WITH CLIENT GOALS AND BUDGET. IN 2024, SOUTHFACE SUPPORTED 27 PROJECTS. GREEN CERTIFICATION: EXPERT ASSISTANCE IN SELECTING AND ACHIEVING OPTIMAL GREEN CERTIFICATIONS. IN 2024, 29 PROJECTS AND 774 MULTIFAMILY UNITS RECEIVED CERTIFICATIONS. EARTHCRAFT: CO-DEVELOPED WITH THE GREATER ATLANTA HOME BUILDERS ASSOCIATION, EARTHCRAFT CERTIFIES HOMES AND BUILDINGS FOR ENERGY EFFICIENCY, AIR QUALITY, AND DURABILITY. IN 2024, 3,170 MULTIFAMILY UNITS AND 95 SINGLE-FAMILY HOMES EARNED CERTIFICATION. BIT BUILDING: A PERFORMANCE IMPROVEMENT PROGRAM FOR EXISTING BUILDINGS AND TENANT SPACES, BIT SUPPORTS BUILDINGS OF ANY TYPE, WITH ACCESSIBLE PRICING AND NO MINIMUM PERFORMANCE THRESHOLDS. IN 2024, 64 PROJECTS PARTICIPATED.
IRS990/ProgSrvcAccomActy2Grp/ExpenseAmt01804589
IRS990/ProgSrvcAccomActy2Grp/RevenueAmt0919225
IRS990/ProgSrvcAccomActy3Grp/Desc0RESEARCH: BUILDING AMERICA - HVAC AFDD: SOUTHFACE IS COMPLETING A MULTI-PHASE STUDY ON HVAC INSTALLATION VERIFICATION AND MONITORING TOOLS ACROSS CLIMATE ZONES 2-7. RESULTS SHOW STATISTICALLY SIGNIFICANT IMPROVEMENTS IN SYSTEM PERFORMANCE, POINTING TO TRANSFORMATIVE OPPORTUNITIES FOR THE 14 BILLION HVAC SERVICE INDUSTRY. WHILE PAST EFFORTS TO SCALE INSTALLATION QUALITY FELL SHORT, OUR FINDINGS DEMONSTRATE THE MARKET POTENTIAL OF EMERGING SYSTEMS FOR HIGH-PERFORMANCE HVAC. DOE ENERGY SHED (GEORGIA TECH): IN PARTNERSHIP WITH GEORGIA TECH AND FUNDED BY THE U.S. DEPARTMENT OF ENERGY, SOUTHFACE IS HELPING REIMAGINE ELECTRIC INFRASTRUCTURE PLANNING TO BETTER MEET COMMUNITY ENERGY NEEDS. AS DISTRIBUTED RENEWABLE ENERGY SOURCES GROW, THIS RESEARCH EXPLORES LOCALIZED STRATEGIES FOR ENERGY GENERATION, TRANSMISSION, AND STORAGE. GEORGIA INDUSTRIAL ASSESSMENT CENTER (KSU): SOUTHFACE CO-OPERATES THE GEORGIA INDUSTRIAL ASSESSMENT CENTER (GEO-IAC) ALONGSIDE KENNESAW STATE UNIVERSITY AND CLARK ATLANTA UNIVERSITY. SINCE 2022, GEO-IAC HAS PROVIDED FREE ENERGY AND PRODUCTIVITY ASSESSMENTS TO SMALL- AND MEDIUM-SIZED MANUFACTURERS, RESULTING IN 4.88 MILLION IN COST SAVINGS AND 0.59 TRILLION BTU IN ENERGY SAVINGS. THE CENTER ALSO SERVES AS A TRAINING HUB, WITH 26 STUDENTS PARTICIPATING IN ITS PROGRAMS.
IRS990/ProgSrvcAccomActy3Grp/ExpenseAmt0368446
IRS990/ProgSrvcAccomActy3Grp/RevenueAmt0373728
IRS990/ProgSrvcAccomActyOtherGrp/Desc0ADVOCACY: SOUTHFACE'S ADVOCACY TEAM LAID CRITICAL GROUNDWORK IN 2024 TO PREPARE FOR THE 2025 INTEGRATED RESOURCE PLAN (IRP) PROCEEDINGS BEFORE GEORGIA'S PUBLIC SERVICE COMMISSION. WE HOSTED SIX WORKSHOPS TO INFORM PARTNERS ABOUT KEY ENERGY ISSUES IN THE IRP DEBATE. OUR ADVOCACY EXTENDED TO VITAL WAREHOUSE SOLAR RESEARCH AND BUILDING STRATEGIC PARTNERSHIPS WITH THE ASSOCIATION OF COUNTY COMMISSIONERS, GEORGIA MUNICIPAL ASSOCIATION, CARL VINSON INSTITUTE OF GOVERNMENT AT UGA, AND ATLANTA REGIONAL COMMISSION-FOSTERING COLLABORATION TOWARD SHARED GOALS AND FUTURE POLICY INITIATIVES. EDUCATION: IN 2024, SOUTHFACE'S EDUCATION TEAM EQUIPPED 2,224 INDIVIDUALS WITH THE KNOWLEDGE AND SKILLS TO ADVANCE WITHIN THE GREEN BUILDING WORKFORCE. THROUGH 57 TRAININGS, WORKSHOPS, AND EVENTS, PARTICIPANTS EARNED PROFESSIONAL CREDENTIALS SUCH AS HOME ENERGY RATER AND DUCT AND ENVELOPE TIGHTNESS VERIFIER, AMONG OTHERS. OUR INSTRUCTOR-LED VIRTUAL AND IN-PERSON COURSES ENSURE WORKERS ARE PREPARED TO THRIVE IN THE GROWING CLEAN ENERGY ECONOMY. SUSTAINABLE COMMUNITIES: SOUTHFACE SUPPORTS MUNICIPALITIES IN CREATING CUSTOMIZED SUSTAINABILITY PLANS THAT PRIORITIZE CLEAN ENERGY AND EQUITY. IN 2024, WE LED THE DEKALB CLEAN ENERGY & TRANSPORTATION TRANSITION PLAN, DRIVING PROGRESS THROUGH STRATEGIC WRITING, STAKEHOLDER ENGAGEMENT, AND ONGOING MUNICIPAL COORDINATION. WE ALSO HOSTED AND SUPPORTED CLEAN CITIES GEORGIA, A NONPROFIT DEDICATED TO ADVANCING CLEAN TRANSPORTATION. OUR EVENTS, WEBINARS, AND OUTREACH ENGAGED APPROXIMATELY 1,600 PEOPLE DIRECTLY AND REACHED AN ADDITIONAL 10,000 ACROSS THE STATE.
IRS990/ProgSrvcAccomActyOtherGrp/ExpenseAmt0710314
IRS990/ProgSrvcAccomActyOtherGrp/RevenueAmt0886714
IRS990/ProhibitedTaxShelterTransInd0false
IRS990/PYContributionsGrantsAmt05819742

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