Attach to Form 990 or Form 990-EZ.
Go to
www.irs.gov/Form990 for the latest information.
| (i) Name of supported organization | (ii) EIN | (iii) Type of organization (described on lines 1- 10 above (see instructions)) | (iv) Is the organization listed in your governing document? | (v) Amount of monetary support (see instructions) | (vi) Amount of other support (see instructions) | |
|---|---|---|---|---|---|---|
| Yes | No | |||||
|
Total |
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Calendar year (or fiscal year beginning in) ![]() |
(a) 2014 | (b) 2015 | (c) 2016 | (d) 2017 | (e) 2018 | (f) Total | |
|---|---|---|---|---|---|---|---|
| 1 | Gifts, grants, contributions, and membership fees received. (Do not include any "unusual grant.") .. | 6,685,921 | 3,945,649 | 3,049,273 | 5,106,097 | 4,856,164 | 23,643,104 |
| 2 | Tax revenues levied for the organization's benefit and either paid to or expended on its behalf.... | ||||||
| 3 | The value of services or facilities furnished by a governmental unit to the organization without charge.. | ||||||
| 4 | Total. Add lines 1 through 3 | 6,685,921 | 3,945,649 | 3,049,273 | 5,106,097 | 4,856,164 | 23,643,104 |
| 5 | The portion of total contributions by each person (other than a governmental unit or publicly supported organization) included on line 1 that exceeds 2% of the amount shown on line 11, column (f).. | 6,809,366 | |||||
| 6 | Public support. Subtract line 5 from line 4. | 16,833,738 | |||||
Calendar year
(or fiscal year beginning in) ![]() |
(a) 2014 | (b) 2015 | (c) 2016 | (d) 2017 | (e) 2018 | (f) Total | |
|---|---|---|---|---|---|---|---|
| 7 | Amounts from line 4.. | 6,685,921 | 3,945,649 | 3,049,273 | 5,106,097 | 4,856,164 | 23,643,104 |
| 8 | Gross income from interest, dividends, payments received on securities loans, rents, royalties and income from similar sources... | 1,200 | 31,193 | 52,158 | 130,847 | 152,301 | 367,699 |
| 9 | Net income from unrelated business activities, whether or not the business is regularly carried on.. | ||||||
| 10 | Other income. Do not include gain or loss from the sale of capital assets (Explain in Part VI.).. | ||||||
| 11 | Total support. Add lines 7 through 10 | 24,015,828 | |||||
Calendar year (or fiscal year beginning in) ![]() |
(a) 2014 | (b) 2015 | (c) 2016 | (d) 2017 | (e) 2018 | (f) Total | |
|---|---|---|---|---|---|---|---|
| 1 | Gifts, grants, contributions, and membership fees received. (Do not include any "unusual grants.") . | ||||||
| 2 | Gross receipts from admissions, merchandise sold or services performed, or facilities furnished in any activity that is related to the organization's tax-exempt purpose | ||||||
| 3 | Gross receipts from activities that are not an unrelated trade or business under section 513 ..... | ||||||
| 4 | Tax revenues levied for the organization's benefit and either paid to or expended on its behalf... | ||||||
| 5 | The value of services or facilities furnished by a governmental unit to the organization without charge | ||||||
| 6 | Total. Add lines 1 through 5 | ||||||
| 7a | Amounts included on lines 1, 2, and 3 received from disqualified persons | ||||||
| b | Amounts included on lines 2 and 3 received from other than disqualified persons that exceed the greater of $5,000 or 1% of the amount on line 13 for the year. | ||||||
| c | Add lines 7a and 7b.. | ||||||
| 8 | Public support. (Subtract line 7c from line 6.) | ||||||
Calendar year (or fiscal year beginning in) ![]() |
(a) 2014 | (b) 2015 | (c) 2016 | (d) 2017 | (e) 2018 | (f) Total | |
|---|---|---|---|---|---|---|---|
| 9 | Amounts from line 6... | ||||||
| 10a | Gross income from interest, dividends, payments received on securities loans, rents, royalties and income from similar sources.. | ||||||
| b | Unrelated business taxable income (less section 511 taxes) from businesses acquired after June 30, 1975. | ||||||
| c | Add lines 10a and 10b. | ||||||
| 11 | Net income from unrelated business activities not included in line 10b, whether or not the business is regularly carried on. | ||||||
| 12 | Other income. Do not include gain or loss from the sale of capital assets (Explain in Part VI.) .. | ||||||
| 13 | Total support. (Add lines 9, 10c, 11, and 12.).. | ||||||
| Section A - Adjusted Net Income | (A) Prior Year |
(B) Current Year (optional) |
||||
| 1 | Net short-term capital gain | 1 | ||||
| 2 | Recoveries of prior-year distributions | 2 | ||||
| 3 | Other gross income (see instructions) | 3 | ||||
| 4 | Add lines 1 through 3 | 4 | ||||
| 5 | Depreciation and depletion | 5 | ||||
| 6 | Portion of operating expenses paid or incurred for production or collection of gross income or for management, conservation, or maintenance of property held for production of income (see instructions) | 6 | ||||
| 7 | Other expenses (see instructions) | 7 | ||||
| 8 | Adjusted Net Income (subtract lines 5, 6 and 7 from line 4) | 8 | ||||
| Section B - Minimum Asset Amount | (A) Prior Year |
(B) Current Year (optional) |
||||
| 1 | Aggregate fair market value of all non-exempt-use assets (see instructions for short tax year or assets held for part of year): | 1 | ||||
| a | Average monthly value of securities | 1a | ||||
| b | Average monthly cash balances | 1b | ||||
| c | Fair market value of other non-exempt-use assets | 1c | ||||
| d | Total (add lines 1a, 1b, and 1c) | 1d | ||||
| e |
Discount claimed for blockage or other factors (explain in detail in Part VI): |
|||||
| 2 | Acquisition indebtedness applicable to non-exempt use assets | 2 | ||||
| 3 | Subtract line 2 from line 1d | 3 | ||||
| 4 | Cash deemed held for exempt use. Enter 1-1/2% of line 3 (for greater amount, see instructions). | 4 | ||||
| 5 | Net value of non-exempt-use assets (subtract line 4 from line 3) | 5 | ||||
| 6 | Multiply line 5 by .035 | 6 | ||||
| 7 | Recoveries of prior-year distributions | 7 | ||||
| 8 | Minimum Asset Amount (add line 7 to line 6) | 8 | ||||
| Section C - Distributable Amount | Current Year | |||||
| 1 | Adjusted net income for prior year (from Section A, line 8, Column A) | 1 | ||||
| 2 | Enter 85% of line 1 | 2 | ||||
| 3 | Minimum asset amount for prior year (from Section B, line 8, Column A) | 3 | ||||
| 4 | Enter greater of line 2 or line 3 | 4 | ||||
| 5 | Income tax imposed in prior year | 5 | ||||
| 6 | Distributable Amount. Subtract line 5 from line 4, unless subject to emergency temporary reduction (see instructions) | 6 | ||||
| Section D - Distributions | Current Year | |
|---|---|---|
| 1 Amounts paid to supported organizations to accomplish exempt purposes | ||
|
2
Amounts paid to perform activity that directly furthers exempt purposes of supported organizations, in excess of income from activity |
||
| 3 Administrative expenses paid to accomplish exempt purposes of supported organizations | ||
| 4 Amounts paid to acquire exempt-use assets | ||
| 5 Qualified set-aside amounts (prior IRS approval required) | ||
| 6 Other distributions (describe in Part VI). See instructions | ||
| 7Total annual distributions. Add lines 1 through 6. | ||
|
8
Distributions to attentive supported organizations to which the organization is responsive (provide details in Part VI). See instructions |
||
| 9 Distributable amount for 2018 from Section C, line 6 | ||
| 10 Line 8 amount divided by Line 9 amount | ||
| Section E - Distribution Allocations (see instructions) |
(i) Excess Distributions |
(ii) Underdistributions Pre-2018 |
(iii) Distributable Amount for 2018 |
|
|---|---|---|---|---|
|
1
Distributable amount for 2018 from Section C, line 6 |
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|
2
Underdistributions, if any, for years prior to 2018 (reasonable cause required-- explain in Part VI). See instructions. |
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| 3 Excess distributions carryover, if any, to 2018: | ||||
| a From 2013....... | ||||
| b From 2014....... | ||||
| c From 2015....... | ||||
| d From 2016....... | ||||
| e From 2017....... | ||||
| fTotal of lines 3a through e | ||||
| g Applied to underdistributions of prior years | ||||
| h Applied to 2018 distributable amount | ||||
|
i
Carryover from 2013 not applied (see instructions) |
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| j Remainder. Subtract lines 3g, 3h, and 3i from 3f. | ||||
| 4Distributions for 2018 from Section D, line 7: | ||||
| $ | ||||
| a Applied to underdistributions of prior years | ||||
| b Applied to 2018 distributable amount | ||||
| c Remainder. Subtract lines 4a and 4b from 4. | ||||
|
5
Remaining underdistributions for years prior to 2018, if any. Subtract lines 3g and 4a from line 2. If the amount is greater than zero, explain in Part VI. See instructions. |
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|
6
Remaining underdistributions for 2018. Subtract lines 3h and 4b from line 1. If the amount is greater than zero, explain in Part VI. See instructions. |
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|
7 Excess distributions carryover to 2019. Add lines 3j and 4c. |
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| 8 Breakdown of line 7: | ||||
| a Excess from 2014...... | ||||
| b Excess from 2015..... | ||||
| c Excess from 2016..... | ||||
| d Excess from 2017..... | ||||
| e Excess from 2018..... | ||||
| Facts And Circumstances Test |
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| Return Reference | Explanation |
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| Software ID: | |
| Software Version: |
Attach to Form 990 or 990-EZ.
Go to www.irs.gov/Form990 for the latest information.
| Return Reference | Explanation |
|---|---|
| FORM 990 - ORGANIZATION'S MISSION | SOUTHERN ALLIANCE FOR CLEAN ENERGY (SACE) IS A NONPROFIT, NONPARTISAN ORGANIZATION THAT PROMOTES RESPONSIBLE ENERGY CHOICES THAT WORK TO ADDRESS THE IMPACTS OF GLOBAL CLIMATE CHANGE AND ENSURE CLEAN, SAFE AND HEALTHY COMMUNITIES THROUGHOUT THE SOUTHEAST. |
| FORM 990, PAGE 2, PART III, LINE 4A | CLEAN ENERGY SACE UPDATED OUR ANNUAL SOLAR IN THE SOUTHEAST REPORT (OFFICIALLY RELEASED IN EARLY 2019)THE SECOND ANNUAL SOLAR IN THE SOUTHEAST ANNUAL REPORT, WHICH DOCUMENTS CURRENT PROGRESS AND TRENDS AT BOTH UTILITY AND STATE LEVELS, AND IDENTIFIES POLICIES AND PRACTICES TO DRIVE CONTINUED SOLAR GROWTH IN THE SOUTHEAST. WE RANK UTILITIES ON THE BASIS OF WATTS OF SOLAR POWER SOURCED TO THE CUSTOMER WATTS PER CUSTOMER (W/C) AND THUS PROVIDE AN EQUITABLE, UNBIASED COMPARISON OF VARIOUS-SIZED UTILITIES THROUGHOUT THE SOUTHEAST. SACE STAFF HAS ELEVATED OUR OUTREACH AND ADVOCACY EFFORTS AROUND THE IMMEDIATE DANGERS CLIMATE CHANGE POSES TO FLORIDAS COASTAL COMMUNITIES, AND TO CARBON EMISSION-LOWERING CLEAN ENERGY SOLUTIONS. WE PLAYED A PIVOTAL LEADERSHIP ROLE IN THE SUCCESSFUL FORMATION IN OCTOBER 2018 OF THE TAMPA BAY REGIONAL RESILIENCY COUNCIL (TBRRC), WHICH BRINGS TOGETHER 6 COUNTIES AND 21 MUNICIPALITIES FOR A NEW RESILIENCY-FOCUSED COLLABORATIVE. THIS NEW COLLABORATIVE IS IN ADDITION TO THE EXISTING 4-COUNTY SOUTHEAST REGIONAL CLIMATE COMPACT, ESTABLISHED IN 2010, IN WHICH SACE ALSO PLAYED A LEADERSHIP ROLE. BY BUILDING LASTING RELATIONSHIPS AND COMMITMENTS TO ADDRESS CLIMATE CHANGE ON A LOCAL LEVEL, WE ARE WORKING TO LOWER CARBON EMISSIONS BY ADVANCING CLEAN ENERGY TECHNOLOGIES INCLUDING SOLAR DEVELOPMENT, ENERGY EFFICIENCY, AND INCREASED USE OF EVS AND CHARGING INFRASTRUCTURE. DEVELOPING AND IMPLEMENTING A CAMPAIGN BASED ON THE CONCEPT OF DRIVE EVS--NO OFFSHORE DRILLING TO LEVERAGE LOCAL COASTAL GOVERNMENTS OPPOSITION TO OFFSHORE DRILLING AND TRANSLATE THEIR POSITIONS INTO SUPPORT FOR EVS. THE INITIAL FOCUS WILL BE ON COASTAL COMMUNITIES IN FLORIDA THAT HAVE PASSED ANTI-DRILLING RESOLUTIONS, WHERE WE CAN CAPITALIZE ON THE MOMENTUM COMING OUT OF THE RECENT PASSAGE OF AMENDMENT 9 (SEE DETAILS BELOW). EVENTUALLY WE PLAN TO IDENTIFY STRATEGIC OPPORTUNITIES FOR OTHER COASTAL COMMUNITIES IN THE SOUTHEAST. WE ARE WORKING TO CODIFY POLICIES THAT SUPPORT AND INCENTIVIZE EV USE, SUCH AS FLEET GOALS, EV-READY BUILDING CODES, AND GOVERNMENTAL PUBLIC EDUCATION CAMPAIGNS. ADDITIONALLY, WE ARE WORKING TO ENSURE EV CONSUMER PROTECTIONS ARE IN PLACE BY MONITORING AND RESISTING ANY ATTEMPTS AT THE VARIOUS STATE LEGISLATURES TO IMPLEMENT PUNITIVE MEASURES ON EV OWNERS. |
| FORM 990, PAGE 2, PART III, LINE 4B | ENERGY EFFICIENCY UPGRADED OUR ANNUAL REVIEW OF UTILITY ENERGY EFFICIENCY PROGRAMS TO AN ANNUAL REPORT, ENERGY EFFICIENCY IN THE SOUTHEAST. THIS UNIQUE REPORT IMPROVES ON FREQUENTLY-REFERENCED NATIONAL EFFICIENCY DATA WITH DATA OBTAINED FROM REGULATORY FILINGS AND OPEN RECORDS ACT REQUESTS. WE WILL CONTINUE PUBLISHING THIS REPORT ANNUALLY, AND PLAN TO AUGMENT IT WITH ADDITIONAL FORECASTING AND OTHER MORE IN-DEPTH ANALYSES. THROUGH OUR RENEW TENNESSEE CAMPAIGN, WE HAVE BUILT PRESSURE ON TVA AND ITS LOCAL POWER COMPANIES THROUGHOUT TENNESSEE TO COMBAT REGRESSIVE RATE STRUCTURE TECHNIQUES THAT LIMIT RENEWABLE ENERGY DEVELOPMENT AND ENERGY EFFICIENCY INVESTMENTS. WHILE TVA CONTINUES TO BE RESISTANT, WE HAVE MADE SIGNIFICANT PROGRESS IN EDUCATING CUSTOMERS AND BUILDING SUPPORT IN THESE URBAN MARKETS. OUR FREEZE THE FEES CAMPAIGN IN KNOXVILLE HAS RESONATED PARTICULARLY WELL WITH CUSTOMERS, AND WE HAVE HIGH HOPES THAT THE CAMPAIGN WILL BE EFFECTIVE COMBATTING THESE PREDATORY RATE DESIGNS AND MANDATORY FIXED FEES, WHICH NOT ONLY LIMIT ENERGY EFFICIENCY AND RENEWABLE ENERGY DEVELOPMENT, BUT ALSO MINIMIZE CUSTOMERS ABILITY TO CONTROL THEIR BILLS. "IN GEORGIA, WE MADE VALUABLE INROADS IN EXPANDING ACCESS TO ENERGY EFFICIENCY PROGRAMS, AND WORKED TO ARRANGE FOR GA PSC COMMISSIONER TIM ECHOLS AND TWO KEY COMMISSION STAFF DIRECTORS TO VISIT ATLANTA NEIGHBORHOOD GROUPS IN ORDER TO RAISE AWARENESS AMONG BOTH KEY DECISION MAKERS AND COMMUNITY MEMBERS. THIS WORK PROVIDED TANGIBLE EXAMPLES OF THE NEED FOR GEORGIA POWER TO BRING ENERGY EFFICIENCY TO LOW-INCOME COMMUNITIES AND MANUFACTURED HOMES. THIS PROCESS LEFT EVERYONE INVOLVED WITH A BETTER UNDERSTANDING OF WHO LACKS ACCESS TO ENERGY EFFICIENCY AND HOW WE CAN REACH THEM: LOW-INCOME FAMILIES, SENIOR CITIZENS, HOUSEHOLDS THAT LACK INTERNET, AND RESIDENTS OF MANUFACTURED HOMES." |
| FORM 990, PAGE 2, PART III, LINE 4C | HIGH RISK ENERGY IN 2018 SACE WAS ON THE GROUND IN FLORIDA IN WAYS WE NEVER HAVE BEEN BEFORE. WE PLAYED A MAJOR ROLE IN SEVERAL SIGNIFICANT SUCCESSES, INCLUDING THE PASSAGE OF AMENDMENT 9 BANNING NEAR SHORE OIL DRILLING IN FLORIDA SACE CONTINUES TO WORK TO ENSURE THAT THE OPERATIONS OF FPL AT ITS EXISTING TURKEY POINT NUCLEAR PLANT (UNITS 3 & 4) DO NOT FURTHER DAMAGE BISCAYNE NATIONAL PARK AND THE BISCAYNE BAY AQUATIC PRESERVE. OUR CLEAN WATER ACT (CWA) LAWSUIT, FILED WITH TROPICAL AUDUBON SOCIETY AND FRIENDS OF THE EVERGLADES AGAINST FPL FOR ITS ENVIRONMENTALLY IRRESPONSIBLE MANAGEMENT OF THE TURKEY POINT NUCLEAR FACILITYS COOLING CANAL SYSTEM (CCS), CONTINUES TO MOVE FORWARD. SACES SCIENCE AND LEGAL TEAMS COMPLETED EXPERT DEPOSITIONS, EXPERT REBUTTAL REPORTS AND DISCOVERY REQUESTS TO MEET LATE FALL DEADLINES. AN OVERWHELMING AMOUNT OF WORK WAS DONE THROUGHOUT 2018 TO PREPARE FOR A SUMMARY JUDGEMENT HEARING IN JANUARY 2019. THANKS TO A GEORGIA WATER COALITION EFFORT SACE HELPED COORDINATE, A COAL ASH BILL PASSED THE GEORGIA HOUSE OF REPRESENTATIVES AND PASSED OUT OF COMMITTEE IN THE SENATE, THOUGH IT ULTIMATELY DID NOT RECEIVE A VOTE BY THE FULL SENATE. |
| FORM 990, PAGE 2, PART III, LINE 4D | RAISE AWARENESS OF CLIMATE CHANGE. |
| FORM 990, PAGE 6, PART VI, LINE 7A | YES |
| FORM 990, PAGE 6, PART VI, LINE 10B | POLICIES FOR BRANCH OFFICES SAME FOR KNOXVILLE OFFICE. |
| FORM 990, PAGE 6, PART VI, LINE 11B | THE FORM 990 IS PRESENTED TO THE BOARD AND REVIEWED BEFORE FILING. |
| FORM 990, PAGE 6, PART VI, LINE 12C | NO EMPLOYEE OF SACE SHALL MAINTAIN AN OUTSIDE BUSINESS OR FINANCIAL INTEREST, OR ENGAGE IN ANY OUTSIDE BUSINESS OR FINANCIAL ACTIVITY, WHICH CONFLICTS WITH THE INTEREST OF THE ORGANIZATION, OR WHICH INTERFERES WITH HIS OR HER ABILITY TO FULLY PERFORM JOB RESPONSIBILITIES. VIOLATION OF THIS POLICY WILL RESULT IN IMMEDIATE DISMISSAL. |
| FORM 990, PAGE 6, PART VI, LINE 19 | DOCUMENTS ARE AVAILABLE UPON REQUEST. |
| FORM 990, PART IX, LINE 11G | CONSULTING 590,213 18,254 0 |
| Software ID: | |
| Software Version: |