Civic Intelligence

Sustainability Institute Inc.

990 • Fiscal year 2016 • EIN 58-2474104

Jan 01, 2016 to Dec 31, 2016 • Filed on Nov 16, 2017

4151 Spruill AveN Charleston, SC 29405

(843) 529-3421

Siviq Scores

Precomputed percentiles for this filing year versus similar nonprofits in the same peer cohort.

Liabilities / Assets

47th percentile

0.08x

Higher debt load relative to assets than 47% of similar nonprofits.

2016 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2016

Liabilities / Revenue

34th percentile

0.04x

Higher debt load relative to revenue than 34% of similar nonprofits.

2016 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2016

Net Margin

7th percentile

-50%

Higher net margin than 7% of similar nonprofits.

2016 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2016

Top Officer Pay

61st percentile

$83,350

Higher top officer pay than 61% of similar nonprofits.

Top officer pay equals 12.3% of source-year revenue.

2016 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2016

Asset Growth

1st percentile

-55%

Faster asset growth than 1% of similar nonprofits.

2016 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2015 to 2016

Revenue Growth

9th percentile

-36%

Faster revenue growth than 9% of similar nonprofits.

2016 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2015 to 2016

Assets

Down

$355,099

Down $439,280 (-55%) from 2015

Net Assets

Down

$325,664

Down $337,930 (-51%) from 2015

Liabilities

Down

$29,435

Down $101,350 (-77%) from 2015

Revenue

Down

$679,842

Down $379,271 (-36%) from 2015

Expenses

Down

$1,017,769

Down $173,561 (-15%) from 2015

Net Income

Down

-$337,927

Down $205,710 (-156%) from 2015

Historical Trend

Balance Sheet Trend

The highlighted filing sits inside the broader history for assets, liabilities, and net assets.

$1.5M$1.0M$500K$0Assets 2010: $963,348Liabilities 2010: $42,531Net Assets 2010: $920,8172010Assets 2011: $1,023,254Liabilities 2011: $190,905Net Assets 2011: $832,3492011Assets 2012: $1,210,094Liabilities 2012: $16,424Net Assets 2012: $1,193,6702012Assets 2013: $1,024,673Liabilities 2013: $20,721Net Assets 2013: $1,003,9522013Assets 2014: $928,203Liabilities 2014: $132,392Net Assets 2014: $795,8112014Assets 2015: $794,379Liabilities 2015: $130,785Net Assets 2015: $663,5942015Assets 2016: $355,099Liabilities 2016: $29,435Net Assets 2016: $325,6642016Assets 2017: $172,755Liabilities 2017: $21,092Net Assets 2017: $151,6632017Assets 2018: $204,540Liabilities 2018: $68,950Net Assets 2018: $135,5902018Assets 2019: $142,262Liabilities 2019: $63,209Net Assets 2019: $79,0532019Assets 2020: $216,847Liabilities 2020: $127,999Net Assets 2020: $88,8482020Assets 2021: $207,650Liabilities 2021: $113,667Net Assets 2021: $93,9832021Assets 2022: $234,543Liabilities 2022: $45,395Net Assets 2022: $189,1482022Assets 2023: $971,251Liabilities 2023: $51,553Net Assets 2023: $919,6982023Assets 2024: $1,099,278Liabilities 2024: $349,060Net Assets 2024: $750,2182024

Highlighted filing

2016

Assets$355,099
Liabilities$29,435
Net Assets$325,664

Operations Trend

Revenue, expenses, and net income across loaded years, with this filing highlighted.

$2.0M$1.5M$1.0M$500K$0-$500KExpenses 2010: $450,3212010Expenses 2011: $686,8482011Expenses 2012: $1,064,5302012Revenue 2013: $819,111Expenses 2013: $1,008,829Net Income 2013: -$189,7182013Revenue 2014: $843,474Expenses 2014: $1,051,615Net Income 2014: -$208,1412014Revenue 2015: $1,059,113Expenses 2015: $1,191,330Net Income 2015: -$132,2172015Revenue 2016: $679,842Expenses 2016: $1,017,769Net Income 2016: -$337,9272016Revenue 2017: $514,306Expenses 2017: $688,307Net Income 2017: -$174,0012017Revenue 2018: $401,036Expenses 2018: $417,147Net Income 2018: -$16,1112018Revenue 2019: $223,530Expenses 2019: $280,067Net Income 2019: -$56,5372019Revenue 2020: $278,918Expenses 2020: $269,123Net Income 2020: $9,7952020Revenue 2021: $387,365Expenses 2021: $392,654Net Income 2021: -$5,2892021Revenue 2022: $527,039Expenses 2022: $440,684Net Income 2022: $86,3552022Revenue 2023: $1,556,136Expenses 2023: $829,005Net Income 2023: $727,1312023Revenue 2024: $1,050,763Expenses 2024: $1,215,812Net Income 2024: -$165,0492024

Highlighted filing

2016

Revenue$679,842
Expenses$1,017,769
Net Income-$337,927
Jump To
Filing Snapshot
Filing Period
Jan 1, 2016 to Dec 31, 2016
Signed
Nov 16, 2017
Return Version
2016v3.0
Gross Receipts
$1,291,136
Mission and Program Overview

Mission

Empowering south carolinians to reduce our environmental footprint where we live and work.

Balance Sheet Detail
LineBeginningEndChange
Assets
Cash and Non-Interest-Bearing Accounts$13,365$257,557▲ $244,192
Land, Buildings, and Equipment, Net$652,243$39,945▼ $612,298
Pledges and Grants Receivable$58,073$35,546▼ $22,527
Inventories for Sale or Use$32,913$15,656▼ $17,257
Accounts Receivable$32,865$5,830▼ $27,035
Prepaid Expenses and Deferred Charges$4,917$564▼ $4,353
Savings and Temporary Cash Investments-$0-
Other Notes and Loans Receivable, Net-$0-
Receivable From Disqualified Prsn-$0-
Receivables From Officers Etc-$0-
Investments Other Securities-$0-
Investments Program Related-$0-
Investments in Publicly Traded Securities-$0-
Intangible Assets-$0-
Total Assets$794,379$355,099▼ $439,280
Other Assets Total$3$1▼ $2
Liabilities
Mortgage Notes Payable Secured by Investment Property$106,000$15,112▼ $90,888
Accounts Payable and Accrued Expenses$24,785$14,323▼ $10,462
Total Liabilities$130,785$29,435▼ $101,350
Net Assets / Fund Balance
Temporarily Rstr Net Assets$274,820$325,338▲ $50,518
Unrestricted Net Assets$388,774$326▼ $388,448
Total Net Assets Fund Balance$663,594$325,664▼ $337,930
Total Liabilities and Net Assets / Fund Balance$794,379$355,099▼ $439,280

Asset Categories

AssetBook ValueDepreciationBasis
Equipment$38,400$86,962$125,362
Other Land Buildings$1,545$618$2,163
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseTotal
Bryan CordellExecutive DirectorFT$83,350$83,350

Board Members and Trustees

Revenue and Support

Revenue Composition

Contributions and Grants
$795,038
Program Service Revenue
$175,678
Investment Income
$-284,415
Other Revenue
$-6,459
All Other Contributions
$565,052
Change in Net Assets
$-337,927
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Salaries, Compensation, and Employee Benefits$560,293
Other Expenses$457,476
Total Fundraising Expense$15,951
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Salaries and Wages$312,083$45,832$12,953$370,868
Fees for Services Other$207,509--$207,509
Current Officers, Directors, Trustees, and Key Employees$35,482$47,868-$83,350
Occupancy$34,465$26,338-$60,803
Payroll Taxes$47,349$8,488$1,273$57,110
Other Employee Benefits$18,016$29,550$1,399$48,965
Depreciation Depletion-$35,661-$35,661
Travel$10,089$2,656-$12,745
Insurance$6,274$5,578-$11,852
Office Expenses$2,447$5,308-$7,755
Interest$198$6,426-$6,624
Other Expenses$4,110$101$326$4,537
Fees for Services Accounting-$4,000-$4,000
Information Technology$1,194$2,557-$3,751
Advertising$3,427$194-$3,621
Conferences and Meetings$3,349--$3,349
All Other Expenses$51,268$-48,454-$2,814
Total Functional Expenses$824,707$177,111$15,951$1,017,769
Fundraising, Events, and Gaming
Fundraising activities
No
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Professional Fundraising Fees$0
Political and Lobbying Activity
Political campaign activity
No
Lobbying activity
No
Subject to proxy tax
No
Insider Transactions and Loans

Loans and Receivables

Line ItemBeginningEndChange
Receivables from Disqualified Persons-$0-
Receivables from Officers, Directors, Trustees, and Key Employees-$0-
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
Yes
Backup withholding compliance
Yes
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
No

Governance Explanations

Form 990, Part VI, Line 11B: Form 990 Review Process

Draft form 990 was provided to the full board via email and they were asked to provide comments and/or suggestions.

Form 990, Part VI, Line 12C: Explanation of Monitoring and Enforcement of Conflicts

Following full disclosure of a possible conflict of interest, the board of directors shall determine whether a conflict of interest exists and, if so, the board shall vote to authorize or reject the transaction or take any other action deemed necessary to address the conflict and protect the sustainability institutes best interests. Both votes shall be by majority vote without counting the vote of any interested director.

Form 990, Part VI, Line 15A: Compensation Review & Approval Process - CEO, Top Management

The executive directors salary is determined by the board of directors and reviewed annually.

Form 990, Part VI, Line 15B: Compensation Review and Approval Process for Officers and Key Employees

All other salaries are determined by the executive director and board of directors and reviewed annually.

Form 990, Part VI, Line 19: Other Organization Documents Publicly Available

Governing documents are available upon request

Filing and Contact Details

Filer

Filer Name
Sustainability Institute
EIN
58-2474104
Phone
8435293421
Address
4151 SPRUILL AVE, N CHARLESTON, SC 29405

Signing Officer

Name
Rebekah K Manci CPA
Title
CFO
Signed
2017-11-16

Organization Details

Principal Officer
Bryan Cordell
Formed
1999
Legal Domicile
Sc
Voting Board Members
9
Independent Board Members
9
Employees
53
Volunteers
25
Supplemental Narrative

Additional Explanations

Form 990, Part III, Line 4D: Other Program Services Description

OTHER PROGRAM SERVICES 4: The Charleston Upper Peninsula Initiative the Initiative (UPI) is an innovative community planning and urban redevelopment effort focused on an 865 acre area on the upper eastside of the Charleston peninsula. This area is transitioning from its heavy industrial and commercial roots into modern workplaces, retail establishments, restaurants, and dense housing. It is becoming a place where locals go to live, work, and play because of its unique character, corridor of high-tech businesses, and local flavor. The Initiative is a pilot project modeled on the EcoDistricts Framework, developed by EcoDistricts, which emphasizes the integration of smart infrastructure, green buildings, and community engagement and provides a template that guides and supports implementation of highly collaborative and innovative projects to build a strong sense of place and vibrant, lasting communities. SI serves as the backbone organization for The Initiative.

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IRS990/MissionDesc0EMPOWERING SOUTH CAROLINIANS TO REDUCE OUR ENVIRONMENTAL FOOTPRINT WHERE WE LIVE AND WORK.
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IRS990/OccupancyGrp/TotalAmt060803
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IRS990/OfficeExpensesGrp/TotalAmt07755
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IRS990/Organization501c3Ind0X
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IRS990/OtherEmployeeBenefitsGrp/TotalAmt048965
IRS990/OtherExpensesGrp/Desc0Retrofit supplies
IRS990/OtherExpensesGrp/Desc1Training
IRS990/OtherExpensesGrp/Desc2Repairs/maintenance
IRS990/OtherExpensesGrp/Desc3Misc.
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IRS990/OtherExpensesGrp/ManagementAndGeneralAmt05008
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt1101
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IRS990/OtherExpensesGrp/ProgramServicesAmt17339
IRS990/OtherExpensesGrp/ProgramServicesAmt24110
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IRS990/OtherExpensesGrp/TotalAmt25008
IRS990/OtherExpensesGrp/TotalAmt34537
IRS990/OtherRevenueMiscGrp/Desc0OTHER INCOME
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IRS990/PayPremiumsPrsnlBnftCntrctInd0false
IRS990/PayrollTaxesGrp/FundraisingAmt01273
IRS990/PayrollTaxesGrp/ManagementAndGeneralAmt08488
IRS990/PayrollTaxesGrp/ProgramServicesAmt047349
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IRS990/PrepaidExpensesDefrdChargesGrp/BOYAmt04917
IRS990/PrepaidExpensesDefrdChargesGrp/EOYAmt0564
IRS990/PrincipalOfficerNm0BRYAN CORDELL
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IRS990/ProgramServiceRevenueGrp/BusinessCd1541900
IRS990/ProgramServiceRevenueGrp/BusinessCd2541900
IRS990/ProgramServiceRevenueGrp/BusinessCd3541900
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IRS990/ProgramServiceRevenueGrp/Desc0CHARLESTONRISES CERTIFICA
IRS990/ProgramServiceRevenueGrp/Desc1CHASWISE ENERGY RETROFITS
IRS990/ProgramServiceRevenueGrp/Desc2ECC/VCC ENERGY RETROFITS
IRS990/ProgramServiceRevenueGrp/Desc3GREEN BLDG TRAINING
IRS990/ProgramServiceRevenueGrp/Desc4SUSTAINABILITY CONSULTING
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IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt179052
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt236053
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt37090
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IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt179052
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt236053
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt37090
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt448483
IRS990/ProgSrvcAccomActy2Grp/Desc0The Energy Conservation Corps (ECC) Program is a partner program of the Corporation for National and Community Service (CNCS). The program trains at-risk youth living in the Charleston metro area to become certified weatherization professionals while retrofitting the homes of low-income families in Charleston County who are economically struggling with high energy bills. ECC Corps members receive nationally accredited classroom training and certification in addition to on-the-job training as they retrofit local homes. Corps members also receive continuous mentoring led by a Social Justice Advocate, soft skills training, GED training and testing through partner agencies, and job placement services.
IRS990/ProgSrvcAccomActy2Grp/ExpenseAmt0278515
IRS990/ProgSrvcAccomActy2Grp/RevenueAmt0317391
IRS990/ProgSrvcAccomActy3Grp/Desc0The CharlestonWISE program is a community-based energy efficiency program that is specifically designed to reduce the barriers to energy efficiency improvements for all Charleston County households and utility rate-payers. The program offers trusted advice and personalized services to make energy efficiency upgrades easy and affordable. CharlestonWISE provides home energy assessment services and access to certified contractors, coordinates the energy improvement transaction process, and provides rebates and other incentives.
IRS990/ProgSrvcAccomActy3Grp/ExpenseAmt0125378
IRS990/ProgSrvcAccomActy3Grp/RevenueAmt0122963
IRS990/ProhibitedTaxShelterTransInd0false
IRS990/PYContributionsGrantsAmt0723344
IRS990/PYExcessBenefitTransInd0false
IRS990/PymtTravelEntrtnmntPubOfclGrp/TotalAmt00
IRS990/PYOtherExpensesAmt0551653
IRS990/PYOtherRevenueAmt02507
IRS990/PYProgramServiceRevenueAmt0333262
IRS990/PYRevenuesLessExpensesAmt0-132217
IRS990/PYSalariesCompEmpBnftPaidAmt0639677
IRS990/PYTotalExpensesAmt01191330
IRS990/PYTotalRevenueAmt01059113
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IRS990/ReceivablesFromOfficersEtcGrp/EOYAmt00
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IRS990/RelatedEntityInd0false
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IRS990/ReportLandBuildingEquipmentInd0true
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IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus2YearsAmt0462614
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus3YearsAmt0636117
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus4YearsAmt01215256
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IRS990ScheduleA/GovtFurnSrvcFcltsVl170Grp/TotalAmt00
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IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus3YearsAmt056
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IRS990ScheduleA/GrossReceiptsRltdActivitiesAmt01126683
IRS990ScheduleA/OtherIncome170Grp/CurrentTaxYearAmt0-6459
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IRS990ScheduleA/OtherIncome170Grp/CurrentTaxYearMinus2YearsAmt04655
IRS990ScheduleA/OtherIncome170Grp/CurrentTaxYearMinus3YearsAmt04609
IRS990ScheduleA/OtherIncome170Grp/TotalAmt05311
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IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus4YearsAmt01215256
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IRS990ScheduleA/TotalSupportAmt03839792

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Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.10$0.35$0.75$1.05$1.22$0.17
2023Detailed filing. Detailed filing data is available for this year.$0.97$0.05$0.92$1.56$0.83$0.73
2022Detailed filing. Detailed filing data is available for this year.$0.23$0.05$0.19$0.53$0.44$0.09
2021Detailed filing. Detailed filing data is available for this year.$0.21$0.11$0.09$0.39$0.39$0.01
2020Detailed filing. Detailed filing data is available for this year.$0.22$0.13$0.09$0.28$0.27$0.01
2019Detailed filing. Detailed filing data is available for this year.$0.14$0.06$0.08$0.22$0.28$0.06
2018Detailed filing. Detailed filing data is available for this year.$0.20$0.07$0.14$0.40$0.42$0.02
2017Detailed filing. Detailed filing data is available for this year.$0.17$0.02$0.15$0.51$0.69$0.17
2016Detailed filing. Detailed filing data is available for this year.$0.36$0.03$0.33$0.68$1.02$0.34
2015Detailed filing. Detailed filing data is available for this year.$0.79$0.13$0.66$1.06$1.19$0.13
2014Detailed filing. Detailed filing data is available for this year.$0.93$0.13$0.80$0.84$1.05$0.21
2013Detailed filing. Detailed filing data is available for this year.$1.02$0.02$1.00$0.82$1.01$0.19
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.21$0.02$1.19$1.06
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.02$0.19$0.83$0.69
2010Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.96$0.04$0.92$0.45