Attach to Form 990 or Form 990-EZ.
Go to
www.irs.gov/Form990 for instructions and 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) 2015 | (b) 2016 | (c) 2017 | (d) 2018 | (e) 2019 | (f) Total | |
|---|---|---|---|---|---|---|---|
| 1 | Gifts, grants, contributions, and membership fees received. (Do not include any "unusual grant.") .. | 3,945,649 | 3,049,273 | 5,106,097 | 4,856,164 | 2,525,933 | 19,483,116 |
| 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 | 3,945,649 | 3,049,273 | 5,106,097 | 4,856,164 | 2,525,933 | 19,483,116 |
| 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).. | 8,675,526 | |||||
| 6 | Public support. Subtract line 5 from line 4. | 10,807,590 | |||||
Calendar year
(or fiscal year beginning in) ![]() |
(a) 2015 | (b) 2016 | (c) 2017 | (d) 2018 | (e) 2019 | (f) Total | |
|---|---|---|---|---|---|---|---|
| 7 | Amounts from line 4.. | 3,945,649 | 3,049,273 | 5,106,097 | 4,856,164 | 2,525,933 | 19,483,116 |
| 8 | Gross income from interest, dividends, payments received on securities loans, rents, royalties and income from similar sources... | 31,193 | 52,158 | 130,847 | 152,301 | 133,891 | 500,390 |
| 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 | 19,986,831 | |||||
Calendar year (or fiscal year beginning in) ![]() |
(a) 2015 | (b) 2016 | (c) 2017 | (d) 2018 | (e) 2019 | (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) 2015 | (b) 2016 | (c) 2017 | (d) 2018 | (e) 2019 | (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) |
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| 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) |
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| 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): |
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| 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 2019 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-2019 |
(iii) Distributable Amount for 2019 |
|
|---|---|---|---|---|
| 1 Distributable amount for 2019 from Section C, line 6 | ||||
|
2
Underdistributions, if any, for years prior to 2019 (reasonable cause required-- explain in Part VI). See instructions. |
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| 3 Excess distributions carryover, if any, to 2019: | ||||
| a From 2014....... | ||||
| b From 2015....... | ||||
| c From 2016....... | ||||
| d From 2017....... | ||||
| e From 2018....... | ||||
| fTotal of lines 3a through e | ||||
| g Applied to underdistributions of prior years | ||||
| h Applied to 2019 distributable amount | ||||
|
i
Carryover from 2014 not applied (see instructions) |
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| j Remainder. Subtract lines 3g, 3h, and 3i from 3f. | ||||
| 4Distributions for 2019 from Section D, line 7: | ||||
| $ | ||||
| a Applied to underdistributions of prior years | ||||
| b Applied to 2019 distributable amount | ||||
| c Remainder. Subtract lines 4a and 4b from 4. | ||||
|
5
Remaining underdistributions for years prior to 2019, 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 2019. 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 2020. Add lines 3j and 4c. |
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| 8 Breakdown of line 7: | ||||
| a Excess from 2015..... | ||||
| b Excess from 2016..... | ||||
| c Excess from 2017..... | ||||
| d Excess from 2018..... | ||||
| e Excess from 2019..... | ||||
| 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, PAGE 2, PART III, LINE 4A | CLEAN ENERGY SACE RELEASED OUR SECOND ANNUAL "SOLAR IN THE SOUTHEAST" REPORT WITH UPDATED DATA AND ANALYSIS THROUGH 2018, AND PROVIDING A LOOK AHEAD WITH A FOUR-YEAR FORWARD FORECAST TO 2022. ONCE AGAIN THE REPORT PROVIDES AN EQUITABLE, UNBIASED COMPARISON OF UTILITIES THROUGHOUT THE SOUTHEAST. THE REPORT RANKS UTILITIES ON THE BASIS OF WATTS PER CUSTOMER OF SOLAR POWER SOURCED TO THE CUSTOMER. WE ALSO CALCULATED AND FORECAST TOTAL INSTALLED CAPACITY OF SOLAR POWER FOR STATE COMPARISONS. THROUGHOUT THE 2019 GEORGIA POWER INTEGRATED RESOURCE PLAN (IRP), SACE LEVERAGED STAFF RESOURCES, INTERNAL TOOLS (INCLUDING SENFO: THE SACE ENERGY INFORMATION SYSTEM), AND REPORTING CAPABILITIES (LIKE OUR SOLAR IN THE SOUTHEAST ANNUAL REPORT), ALONG WITH EXPERT WITNESS TESTIMONY TO DEMONSTRATE HOW AN EXPANDED CLEAN ENERGY PORTFOLIO WOULD BE IN THE PUBLIC INTEREST. THE FINAL IRP AS APPROVED BY THE PUBLIC SERVICE COMMISSION (PSC) HOLDS PROMISING ATTRIBUTES, INCLUDING EXPANDED SOLAR BUILDOUT TO MORE THAN DOUBLE WHAT GEORGIA POWER HAD PROPOSED (2,210 MW VS. 1,000 MW); AS WELL AS A 15% INCREASE IN ENERGY EFFICIENCY, WHICH REPRESENTS AN IMPORTANT FORWARD STEP FOR FUTURE GROWTH. THROUGH OUR ELECTRIFY THE SOUTH PROGRAM WORK, SACE EDUCATES AND EMPOWERS INDIVIDUALS, COMMUNITIES, MUNICIPALITIES, POLICYMAKERS, AND UTILITIES THROUGHOUT THE SOUTHEAST TO TRANSITION TO CLEAN, ELECTRIC TRANSPORTATION. WE CONTINUE TO MAINTAIN AND UPDATE OUR PRIMARY ELECTRIC TRANSPORTATION WEBSITE, ELECTRIFYTHESOUTH.ORG, AND IN 2019 LAUNCHED A NEW WEBSITE, DRIVINGONSUNSHINE.ORG, TO PROMOTE ELECTRIC VEHICLE RIDE AND DRIVE EVENTS. EACH MONTH WE SEND TWO DIGITALNEWSLETTERS TO OUR GROWING MEMBERSHIP LIST THAT INCLUDES PEOPLE IN GEORGIA, THE CAROLINAS, FLORIDA AND TENNESSEE AND CONTINUE TO POST REGULARLY ON OUR VARIOUS SOCIAL MEDIA CHANNELS (FACEBOOK, INSTAGRAM, AND TWITTER) TO HIGHLIGHT THE FINANCIAL, ENVIRONMENTAL, AND HUMAN HEALTH BENEFITS OF VEHICLE ELECTRIFICATION, ESPECIALLY FOR OUR REGION.OUR RIDE AND DRIVE AT THE CITY OF WINTER PARK FLORIDA IN PARTICULAR HAD A MAJOR IMPACT ON THEIR DECISION TO MOVE FORWARD WITH 5 ELECTRIC VEHICLES THIS YEAR. |
| FORM 990, PAGE 2, PART III, LINE 4B | ENERGY EFFICIENCY THROUGHOUT 2019, SACE FOUGHT AGAINST FIXED CHARGE INCREASES AT UTILITIES THROUGHOUT OUR REGION. THE MOST SUCCESSFUL OF THESE CAMPAIGNS WAS IN OPPOSITION TO DUKES PROPOSAL TO TRIPLE THE FIXED FEE FOR SOUTH CAROLINA CUSTOMERS TO 28-29/MONTH. WE ASSEMBLED A COLLABORATIVE CAMPAIGN TO REJECT THIS HIKE; OUR COALITION USED SOCIAL MEDIA, TURNOUT AT PUBLIC HEARINGS, AND COMMUNICATIONS TO THE SC PSC AND LEGISLATORS TO EXPRESS PUBLIC OBJECTION TO THE INCREASE. PUBLIC RESPONSE WAS STRONG; AND THE SOUTH CAROLINA PSCS ORDER, ISSUED IN MAY 2019 APPROVED ONLY A MUCH SMALLER INCREASE OF 3.67 EACH MONTH (VS. THE 19.71 DUKE HAD PROPOSED). THE PSC CITED THE 1,000+ WRITTEN CUSTOMER COMMENTS AND TESTIMONY HEARD AT THE PUBLIC HEARINGS, AS JUSTIFICATION FOR THE CHANGE. THIS VICTORY WILL PREVENT INCREASED ENERGY BURDENS ON FIXED AND LOW-INCOME CUSTOMERS AND SCALE BACK REGRESSIVE RATE STRUCTURES THAT WOULD DISINCENTIVIZE ENERGY EFFICIENCY AND DISTRIBUTED SOLAR. GEORGIA POWER ALSO PROPOSED A FEE HIKE OF NEARLY 8 IN 2019. IN RESPONSE, SACE MOBILIZED GEORGIA POWER CUSTOMERS FROM ACROSS THE STATE TO ATTENDED PUBLIC TOWN HALL MEETINGS AND COLLECTED MORE THAN 100 STORIES THAT CUSTOMERS SUBMITTED TO THE PSC IN OPPOSITION TO THE FEE HIKE, INCLUDING PERSONAL TESTIMONIALS FROM A DISABLED GRANDMOTHER, A SENIOR CITIZEN ON FIXED INCOME, AND A MEDICARE CUSTOMER TRYING TO KEEP BILLS DOWN. OUR FREEZE THE FEES CAMPAIGN IN THE TVA REGION, IN OPPOSITION TO THE KNOXVILLE UTILITY BOARD FIXED CHARGE, GENERATED SIGNIFICANT PUBLIC OUTCRY, AND ULTIMATELY HELPED PRESSURE KUB TO ANNOUNCE IN AUGUST 2019 IT WILL HOLD FIXED FEES FLAT FOR 3 YEARS. SACE PUBLISHED OUR NEWEST EDITION OF OUR ANNUAL ENERGY EFFICIENCY IN THE SOUTHEAST REPORT (PUBLISHED JANUARY 2020), SHOWING THAT SOUTHEASTERN STATES AND UTILITIES CONTINUE TO RELY ON EXPENSIVE, OUTDATED, CARBON POLLUTING FOSSIL FUEL POWER PLANTS WHILE UNDERINVESTING IN ABUNDANT LOW- COST EFFICIENCY RESOURCES. DUKE ENERGY WAS AGAIN THE CLEAR REGIONAL LEADER, DELIVERING OVER HALF OF ALL EFFICIENCY SAVINGS FOR THE SOUTHEAST. THIS REPORT SUPPORTS OUR ADVOCACY WORK THROUGHOUT THE REGION, AND FURTHER ESTABLISHES OUR TECHNICAL EXPERTISE AND PROVIDES OUR ALLIES WITH A KEY TOOL TO PUSH FOR EFFECTIVE EE PROGRAMS ACROSS THE REGION. SACE INTERVENED IN FLORIDA PSC PROCEEDINGS AND SPEARHEADED AN ADVOCACY CAMPAIGN WITH ALLIES THAT GOT A STAGGERING 5,000 COMMENTS INTO THE COMMISSION AND A DOZEN MUNICIPAL RESOLUTIONS CALLING FOR MEANINGFUL EFFICIENCY GOALS. AS A RESULT, THE FLORIDA PSC REJECTED ITS STAFF RECOMMENDATION THAT IT APPROVE THE UTILITIES PROPOSED GOALS OF ZERO, OR NEAR ZERO GOALS. INSTEAD, THE COMMISSION VOTED 4-1 TO MAINTAIN THE CURRENT GOALS (ESTABLISHED IN 2014) THROUGH 2025. WHILE EVEN THE CURRENT GOALS ARE ANEMIC RELATIVE TO OTHER STATES' PERFORMANCE IN CAPTURING ENERGY SAVINGS, IT IS A BETTER OUTCOME THAN THE ZERO, NEAR ZERO, GOALS PROPOSED BY THE UTILITIES. THIS IS A POSITIVE FIRST STEP AND A REPRIEVE FOR OVER 6 MILLION FAMILIES AND BUSINESSES AS THEY WILL CONTINUE TO HAVE ACCESS TO ENERGY EFFICIENCY PROGRAMS THAT WILL HELP THEM REDUCE ENERGY USE, SAVE MONEY ON BILLS, AND LOWER THEIR CARBON FOOTPRINT. |
| FORM 990, PAGE 2, PART III, LINE 4C | CLIMATE TODAY, THANKS IN PART TO COLLABORATIVE EFFORTS AMONG SACE AND OUR PARTNERS, MORE THAN HALF OF FLORIDA'S COUNTIES, INCLUDING MANY OF THE MOST POPULOUS AND POLITICALLY IMPORTANT ONES, ARE INVOLVED IN CLIMATE RESILIENCY COMPACTS AND COLLABORATIVES; AND MORE SERIOUS CONVERSATIONS ABOUT CLIMATE ARE UNDERWAY IN THE STATE GOVERNMENT FOR THE FIRST TIME IN OVER A DECADE. SACE FLORIDA DIRECTOR SUSAN GLICKMAN CHAIRS THE RESILIENCY COALITION PARTNERS OF THE TAMPA BAY REGIONAL RESILIENCY COALITION AND SERVES ON THE STEERING COMMITTEE OF THE EAST CENTRAL FLORIDA COLLABORATIVE. TOGETHER THESE TWO CENTRAL FLORIDA EFFORTS COMPRISE MORE THAN 60 LOCAL GOVERNMENTS WORKING TOWARD CLIMATE CHANGE RESILIENCE. IN AUGUST 2019 SACE RELEASED OUR FIRST ANNUAL GENERATION & CO2 EMISSIONS REPORT, USING HISTORICAL CARBON EMISSIONS AND PLANNED GENERATION TO ANSWER THE QUESTION OF WHETHER THE SOUTHEAST POWER SECTOR IS ON TRACK TO DECARBONIZE AT A RATE ADEQUATE ENOUGH TO MITIGATE THE CLIMATE CRISIS. SINCE SUMMER 2019, SACE HAS BEEN MEETING WITH LOCAL LEADERS TO ADVOCATE FOR THE DEPLOYMENT OF ELECTRIC TRANSPORTATION AS AN ALTERNATIVE TO OFFSHORE DRILLING. THROUGH OUR PROTECT OUR COAST: DRIVE ELECTRIC CAMPAIGN WE ARE WORKING TO ARTICULATE THE GREAT OPPORTUNITY ELECTRIC VEHICLES POSE BY DIRECTLY OFFSETTING THE FUEL THAT IS PRODUCED BY OFFSHORE DRILLING. OURPROTECT OUR COAST: DRIVE ELECTRIC TOOLKITINCLUDES POLICY RECOMMENDATIONS WITH LINKS TO ORDINANCES AND RESOLUTIONS PREVIOUSLY ADOPTED BY OTHER MUNICIPALITIES, THAT CAN SERVE AS GUIDANCE FOR OTHER CITIES AND COUNTIES AND IS FORMATTED INTO EIGHT CATEGORIES. |
| FORM 990, PAGE 2, PART III, LINE 4D | THE SOUTHERN ALLIANCE FOR CLEAN ENERGY PROMOTES RESPONSIBLE ENERGY CHOICES TO ENSURE CLEAN, SAFE AND HEALTHY COMMUNITIES THROUGHOUT THE SOUTHEAST. |
| 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 589,960 12,040 0 |
| Software ID: | |
| Software Version: |