TY 2023 Form 990

(A) Name and title	(B) Average hours per week (list any hours for related organizations below dotted line)	(C) Position (do not check more than one box, unless person is both an officer and a director/trustee)	(E) Reportable compensation from related organizations (W-2/1099-MISC/1099-NEC)
(1) JAMES MARLOW...................................................................... PRESIDENT	40.00 .................		X	199,351
(2) AMBER WHITTLE...................................................................... VP DEV, MKT,	40.00 .................		X	120,238
(3) LAURA CASE...................................................................... VP OF GOODUS	40.00 .................		X	103,429
(4) HUGH MAGANDE...................................................................... TECHNICAL PR	40.00 .................		X	101,611
(5) EVELYN BOLDEN...................................................................... BOARD MEMBER	1.00 .................	X		0
(6) GEORGE BUCHANAN...................................................................... BOARD MEMBER	1.00 .................	X		0
(7) NEIL DESAI...................................................................... TREASURER	1.00 .................	X		0
(8) KEITH DOUGLAS...................................................................... BOARD MEMBER	1.00 .................	X		0
(9) DYLAN HOWARD...................................................................... BOARD MEMBER	1.00 .................	X		0
(10) RAWSON HAVERTY JR...................................................................... BOARD MEMBER	1.00 .................	X		0
(11) SAM D COOK JR...................................................................... BOARD MEMBER	1.00 .................	X		0
(12) CAROLINE MAHONEY...................................................................... BOARD MEMBER	1.00 .................	X		0
(13) LAURA MARLOW...................................................................... BOARD MEMBER	1.00 .................	X		0
(14) PAULA MCEVOY...................................................................... BOARD MEMBER	1.00 .................	X		0
(15) ELIZABETH MOORE...................................................................... BOARD MEMBER	1.00 .................	X		0
(16) DAVID PAULL...................................................................... BOARD MEMBER	1.00 .................	X		0
(17) CHARLES REITH PHD...................................................................... BOARD MEMBER	1.00 .................	X		0

- TIN:

SCHEDULE A
(Form 990)

Department of the Treasury
Internal Revenue Service

Public Charity Status and Public Support

Complete if the organization is a section 501(c)(3) organization or a section 4947(a)(1) nonexempt charitable trust.
right arrow

Attach to Form 990 or Form 990-EZ.
right arrow

Go to www.irs.gov/Form990 for instructions and the latest information.

OMB No. 1545-0047

2023

Open to Public
Inspection

Name of the organization

SOUTHFACE ENERGY INSTITUTE INC

Employer identification number

58-1357547

Part I

Reason for Public Charity Status (All organizations must complete this part.) See instructions.

The organization is not a private foundation because it is: (For lines 1 through 12, check only one box.)

A church, convention of churches, or association of churches described in section 170(b)(1)(A)(i).

A school described in section 170(b)(1)(A)(ii). (Attach Schedule E (Form 990).)

A hospital or a cooperative hospital service organization described in section 170(b)(1)(A)(iii).

A medical research organization operated in conjunction with a hospital described in section 170(b)(1)(A)(iii). Enter the hospital's name, city, and state:

An organization operated for the benefit of a college or university owned or operated by a governmental unit described in section 170(b)(1)(A)(iv). (Complete Part II.)

A federal, state, or local government or governmental unit described in section 170(b)(1)(A)(v).

An organization that normally receives a substantial part of its support from a governmental unit or from the general public described in section 170(b)(1)(A)(vi). (Complete Part II.)

A community trust described in section 170(b)(1)(A)(vi). (Complete Part II.)

An agricultural research organization described in 170(b)(1)(A)(ix) operated in conjunction with a land-grant college or university or a non-land grant college of agriculture. See instructions. Enter the name, city, and state of the college or university:

An organization that normally receives: (1) more than 33 1/3% of its support from contributions, membership fees, and gross receipts from activities related to its exempt functions—subject to certain exceptions, and (2) no more than 33 1/3% of its support from gross investment income and unrelated business taxable income (less section 511 tax) from businesses acquired by the organization after June 30, 1975. See section 509(a)(2). (Complete Part III.)

An organization organized and operated exclusively to test for public safety. See section 509(a)(4).

An organization organized and operated exclusively for the benefit of, to perform the functions of, or to carry out the purposes of one or more publicly supported organizations described in section 509(a)(1) or section 509(a)(2). See section 509(a)(3). Check the box on lines 12a through 12d that describes the type of supporting organization and complete lines 12e, 12f, and 12g.

Type I. A supporting organization operated, supervised, or controlled by its supported organization(s), typically by giving the supported organization(s) the power to regularly appoint or elect a majority of the directors or trustees of the supporting organization. You must complete Part IV, Sections A and B.

Type II. A supporting organization supervised or controlled in connection with its supported organization(s), by having control or management of the supporting organization vested in the same persons that control or manage the supported organization(s). You must complete Part IV, Sections A and C.

Type III functionally integrated. A supporting organization operated in connection with, and functionally integrated with, its supported organization(s) (see instructions). You must complete Part IV, Sections A, D, and E.

Type III non-functionally integrated. A supporting organization operated in connection with its supported organization(s) that is not functionally integrated. The organization generally must satisfy a distribution requirement and an attentiveness requirement (see instructions). You must complete Part IV, Sections A and D, and Part V.

Check this box if the organization received a written determination from the IRS that it is a Type I, Type II, Type III functionally integrated, or Type III non-functionally integrated supporting organization.

Enter the number of supported organizations ...............................

Provide the following information about the supported organization(s).

(i) Name of supported organization	(ii) EIN	(iv) Is the organization listed in your governing document?		(v) Amount of monetary support (see instructions)	(vi) Amount of other support (see instructions)
(i) Name of supported organization	(ii) EIN	Yes	No	(v) Amount of monetary support (see instructions)	(vi) Amount of other support (see instructions)


Total

For Paperwork Reduction Act Notice, see the Instructions for
Form 990 or 990-EZ.

Cat. No. 11285F

Schedule A (Form 990) 2023

Page 2

Part II

Support Schedule for Organizations Described in Sections 170(b)(1)(A)(iv) and 170(b)(1)(A)(vi)
(Complete only if you checked the box on line 5, 7, or 8 of Part I or if the organization failed to qualify under Part III. If the organization failed to qualify under the tests listed below, please complete Part III.)

Section A. Public Support

Calendar year (or fiscal year beginning in)		(a) 2019	(b) 2020	(c) 2021	(d) 2022	(e) 2023	(f) Total
1	Gifts, grants, contributions, and membership fees received. (Do not include any "unusual grant.") ..	4,042,457	5,353,867	5,181,781	5,144,937	5,819,742	25,542,784
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	4,042,457	5,353,867	5,181,781	5,144,937	5,819,742	25,542,784
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) ..						8,197,068
6	Public support. Subtract line 5 from line 4.						17,345,716

Section B. Total Support

Calendar year (or fiscal year beginning in)		(a) 2019	(b) 2020	(c) 2021	(d) 2022	(e) 2023	(f) Total
7	Amounts from line 4..	4,042,457	5,353,867	5,181,781	5,144,937	5,819,742	25,542,784
8	Gross income from interest, dividends, payments received on securities loans, rents, royalties and income from similar sources...	107,588	62,323	85,976	113,172	207,760	576,819
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.)..	5,200	9,779	13,024			28,003
11	Total support. Add lines 7 through 10						26,147,606

Gross receipts from related activities, etc. (see instructions) ..................

7,008,522

First 5 years. If the Form 990 is for the organization's first, second, third, fourth, or fifth tax year as a section 501(c)(3) organization, check this box and stop here ........................................ right arrow

Section C. Computation of Public Support Percentage

Public support percentage for 2023 (line 6, column (f) divided by line 11, column (f)) .........

66.340 %

Public support percentage for 2022 Schedule A, Part II, line 14 ...............

63.120 %

16a

33 1/3% support test—2023. If the organization did not check the box on line 13, and line 14 is 33 1/3% or more, check this box
and stop here. The organization qualifies as a publicly supported organization ....................... right arrow

33 1/3% support test—2022. If the organization did not check a box on line 13 or 16a, and line 15 is 33 1/3% or more, check this
box and stop here. The organization qualifies as a publicly supported organization ..................... right arrow

17a

10%-facts-and-circumstances test—2023. If the organization did not check a box on line 13, 16a, or 16b, and line 14 is 10% or more, and if the organization meets the "facts-and-circumstances" test, check this box and stop here. Explain in Part VI how the organization meets the "facts-and-circumstances" test. The organization qualifies as a publicly supported organization ............ right arrow

10%-facts-and-circumstances test—2022. If the organization did not check a box on line 13, 16a, 16b, or 17a, and line 15 is 10% or more, and if the organization meets the "facts-and-circumstances" test, check this box and stop here. Explain in Part VI how the organization meets the "facts-and-circumstances" test. The organization qualifies as a publicly supported organization ............ right arrow

Private foundation. If the organization did not check a box on line 13, 16a, 16b, 17a, or 17b, check this box and see
instructions ..................................................... right arrow

Schedule A (Form 990) 2023

Page 3

Part III

Support Schedule for Organizations Described in Section 509(a)(2)
(Complete only if you checked the box on line 10 of Part I or if the organization failed to qualify under Part II. If the organization fails to qualify under the tests listed below, please complete Part II.)

Section A. Public Support

Calendar year (or fiscal year beginning in)		(a) 2019	(b) 2020	(c) 2021	(d) 2022	(e) 2023	(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.)

Section B. Total Support

Calendar year (or fiscal year beginning in)		(a) 2019	(b) 2020	(c) 2021	(d) 2022	(e) 2023	(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 on 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.)..

First 5 years. If the Form 990 is for the organization's first, second, third, fourth, or fifth tax year as a section 501(c)(3) organization, check this box and stop here................................................. right arrow

Section C. Computation of Public Support Percentage

Public support percentage for 2023 (line 8, column (f) divided by line 13, column (f)) .........

Public support percentage from 2022 Schedule A, Part III, line 15 ...............

Section D. Computation of Investment Income Percentage

Investment income percentage for 2023 (line 10c, column (f) divided by line 13, column (f)) ......

Investment income percentage from 2022 Schedule A, Part III, line 17 .............

19a

33 1/3% support tests-2023. If the organization did not check the box on line 14, and line 15 is more than 33 1/3%, and line 17 is not more than 33 1/3%, check this box and stop here. The organization qualifies as a publicly supported organization ....... right arrow

33 1/3 % support tests—2022. If the organization did not check a box on line 14 or line 19a, and line 16 is more than 33 1/3% and line 18 is not more than 33 1/3%, check this box and stop here. The organization qualifies as a publicly supported organization ..... right arrow

Private foundation. If the organization did not check a box on line 14, 19a, or 19b, check this box and see instructions .... right arrow

Schedule A (Form 990) 2023

Page 4

Part IV

Supporting Organizations

(Complete only if you checked a box on line 12 of Part I. If you checked box 12a, of Part I, complete Sections A and B. If you checked box 12b, of Part I, complete Sections A and C. If you checked box 12c, of Part I, complete Sections A, D, and E. If you checked box12d, of Part I, complete Sections A and D, and complete Part V.)

Section A. All Supporting Organizations

Yes

Are all of the organization’s supported organizations listed by name in the organization’s governing documents?
If "No," describe in Part VI how the supported organizations are designated. If designated by class or purpose,
describe the designation. If historic and continuing relationship, explain.

Did the organization have any supported organization that does not have an IRS determination of status under section 509(a)(1) or (2)? If "Yes," explain in Part VI how the organization determined that the supported organization was described in section 509(a)(1) or (2).

Did the organization have a supported organization described in section 501(c)(4), (5), or (6)? If "Yes," answer lines 3b and 3c below.

Did the organization confirm that each supported organization qualified under section 501(c)(4), (5), or (6) and satisfied the public support tests under section 509(a)(2)? If "Yes," describe in Part VI when and how the organization made the determination.

Did the organization ensure that all support to such organizations was used exclusively for section 170(c)(2)(B) purposes? If "Yes," explain in Part VI what controls the organization put in place to ensure such use.

Was any supported organization not organized in the United States ("foreign supported organization")? If “Yes” and if you checked box 12a or 12b in Part I, answer lines 4b and 4c below.

Did the organization have ultimate control and discretion in deciding whether to make grants to the foreign supported organization? If “Yes,” describe in Part VI how the organization had such control and discretion despite being controlled or supervised by or in connection with its supported organizations.

Did the organization support any foreign supported organization that does not have an IRS determination under sections 501(c)(3) and 509(a)(1) or (2)? If “Yes,” explain in Part VI what controls the organization used to ensure that all support to the foreign supported organization was used exclusively for section 170(c)(2)(B) purposes.

Did the organization add, substitute, or remove any supported organizations during the tax year? If “Yes,” answer lines 5b and 5c below (if applicable). Also, provide detail in Part VI, including (i) the names and EIN numbers of the supported organizations added, substituted, or removed; (ii) the reasons for each such action; (iii) the authority under the organization's organizing document authorizing such action; and (iv) how the action was accomplished (such as by amendment to the organizing document).

Type I or Type II only. Was any added or substituted supported organization part of a class already designated in the organization's organizing document?

Substitutions only. Was the substitution the result of an event beyond the organization's control?

Did the organization provide support (whether in the form of grants or the provision of services or facilities) to anyone other than (i) its supported organizations, (ii) individuals that are part of the charitable class benefited by one or more of its supported organizations, or (iii) other supporting organizations that also support or benefit one or more of the filing organization’s supported organizations? If “Yes,” provide detail in Part VI.

Did the organization provide a grant, loan, compensation, or other similar payment to a substantial contributor (defined in section 4958(c)(3)(C)), a family member of a substantial contributor, or a 35% controlled entity with regard to a substantial contributor? If “Yes,” complete Part I of Schedule L (Form 990) .

Did the organization make a loan to a disqualified person (as defined in section 4958) not described on line 7? If “Yes,” complete Part I of Schedule L (Form 990).

Was the organization controlled directly or indirectly at any time during the tax year by one or more disqualified persons, as defined in section 4946 (other than foundation managers and organizations described in section 509(a)(1) or (2))? If “Yes,” provide detail in Part VI.

Did one or more disqualified persons (as defined on line 9a) hold a controlling interest in any entity in which the supporting organization had an interest? If “Yes,” provide detail in Part VI.

Did a disqualified person (as defined on line 9a) have an ownership interest in, or derive any personal benefit from, assets in which the supporting organization also had an interest? If “Yes,” provide detail in Part VI.

10a

Was the organization subject to the excess business holdings rules of section 4943 because of section 4943(f) (regarding certain Type II supporting organizations, and all Type III non-functionally integrated supporting organizations)? If “Yes,” answer line 10b below.

10a

Did the organization have any excess business holdings in the tax year? (Use Schedule C, Form 4720, to determine whether the organization had excess business holdings).

10b

Schedule A (Form 990) 2023

Page 5

Part IV

Supporting Organizations (continued)

Yes

Has the organization accepted a gift or contribution from any of the following persons?

A person who directly or indirectly controls, either alone or together with persons described on lines 11b and 11c below, the governing body of a supported organization?

11a

A family member of a person described on 11a above?

11b

A 35% controlled entity of a person described on line 11a or 11b above? If “Yes” to 11a, 11b, or 11c, provide detail in Part VI.

11c

Section B. Type I Supporting Organizations

Yes

Did the officers, directors, trustees, or membership of one or more supported organizations have the power to regularly appoint or elect at least a majority of the organization’s directors or trustees at all times during the tax year? If “No,” describe in Part VI how the supported organization(s) effectively operated, supervised, or controlled the organization’s activities. If the organization had more than one supported organization, describe how the powers to appoint and/or remove directors or trustees were allocated among the supported organizations and what conditions or restrictions, if any, applied to such powers during the tax year.

Did the organization operate for the benefit of any supported organization other than the supported organization(s) that operated, supervised, or controlled the supporting organization? If “Yes,” explain in Part VI how providing such benefit carried out the purposes of the supported organization(s) that operated, supervised or controlled the supporting organization.

Section C. Type II Supporting Organizations

Yes

Were a majority of the organization’s directors or trustees during the tax year also a majority of the directors or trustees of each of the organization’s supported organization(s)? If “No,” describe in Part VI how control or management of the supporting organization was vested in the same persons that controlled or managed the supported organization(s).

Section D. All Type III Supporting Organizations

Yes

Did the organization provide to each of its supported organizations, by the last day of the fifth month of the organization’s tax year, (i) a written notice describing the type and amount of support provided during the prior tax year, (ii) a copy of the Form 990 that was most recently filed as of the date of notification, and (iii) copies of the organization’s governing documents in effect on the date of notification, to the extent not previously provided?

Were any of the organization’s officers, directors, or trustees either (i) appointed or elected by the supported organization(s) or (ii) serving on the governing body of a supported organization? If "No," explain in Part VI how the organization maintained a close and continuous working relationship with the supported organization(s).

By reason of the relationship described in line 2 above, did the organization’s supported organizations have a significant voice in the organization’s investment policies and in directing the use of the organization’s income or assets at all times during the tax year? If "Yes," describe in Part VI the role the organization’s supported organizations played in this regard.

Section E. Type III Functionally-Integrated Supporting Organizations

Check the box next to the method that the organization used to satisfy the Integral Part Test during the year (see instructions):

The organization satisfied the Activities Test. Complete line 2 below.

The organization is the parent of each of its supported organizations. Complete line 3 below.

The organization supported a governmental entity. Describe in Part VI how you supported a government entity (see instructions)

Activities Test. Answer lines 2a and 2b below.

Yes

Did substantially all of the organization’s activities during the tax year directly further the exempt purposes of the supported organization(s) to which the organization was responsive? If "Yes," then in Part VI identify those supported organizations and explain how these activities directly furthered their exempt purposes, how the organization was responsive to those supported organizations, and how the organization determined that these activities constituted substantially all of its activities.

Did the activities described on line 2a, above constitute activities that, but for the organization’s involvement, one or more of the organization’s supported organization(s) would have been engaged in? If "Yes," explain in Part VI the reasons for the organization’s position that its supported organization(s) would have engaged in these activities but for the organization’s involvement.

Parent of Supported Organizations. Answer lines 3a and 3b below.

Did the organization have the power to regularly appoint or elect a majority of the officers, directors, or trustees of each of the supported organizations?If "Yes" or "No", provide details in Part VI.

Did the organization exercise a substantial degree of direction over the policies, programs and activities of each of its supported organizations? If "Yes," describe in Part VI. the role played by the organization in this regard.

Schedule A (Form 990) 2023

Page 6

Part V

Type III Non-Functionally Integrated 509(a)(3) Supporting Organizations

Check here if the organization satisfied the Integral Part Test as a qualifying trust on Nov. 20, 1970 (explain in Part VI). See instructions. All other Type III non-functionally integrated supporting organizations must complete Sections A through E.

	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 0.015 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 0.035	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

Check here if the current year is the organization's first as a non-functionally-integrated Type III supporting organization (see instructions)

Schedule A (Form 990) 2023

Page 7

Part V

Type III Non-Functionally Integrated 509(a)(3) Supporting Organizations(continued)

Section D - Distributions		Current Year
1 Amounts paid to supported organizations to accomplish exempt purposes	1
2 Amounts paid to perform activity that directly furthers exempt purposes of supported organizations, in excess of income from activity	2
3 Administrative expenses paid to accomplish exempt purposes of supported organizations	3
4 Amounts paid to acquire exempt-use assets	4
5 Qualified set-aside amounts (prior IRS approval required - provide details in Part VI)	5
6 Other distributions (describe in Part VI). See instructions	6
7Total annual distributions. Add lines 1 through 6.	7
8 Distributions to attentive supported organizations to which the organization is responsive (provide details in Part VI). See instructions	8
9 Distributable amount for 2023 from Section C, line 6	9
10 Line 8 amount divided by Line 9 amount	10

Section E - Distribution Allocations (see instructions)		(i) Excess Distributions	(ii) Underdistributions Pre-2023	(iii) Distributable Amount for 2023
1 Distributable amount for 2023 from Section C, line 6
2 Underdistributions, if any, for years prior to 2023 (reasonable cause required-- explain in Part VI). See instructions.
3 Excess distributions carryover, if any, to 2023:
a From 2018.......
b From 2019.......
c From 2020.......
d From 2021.......
e From 2022.......
fTotal of lines 3a through e
g Applied to underdistributions of prior years
h Applied to 2023 distributable amount
i Carryover from 2018 not applied (see instructions)
j Remainder. Subtract lines 3g, 3h, and 3i from line 3f.
4Distributions for 2023 from Section D, line 7:
$
a Applied to underdistributions of prior years
b Applied to 2023 distributable amount
c Remainder. Subtract lines 4a and 4b from line 4.
5 Remaining underdistributions for years prior to 2023, if any. Subtract lines 3g and 4a from line 2. If the amount is greater than zero, explain in Part VI. See instructions.
6 Remaining underdistributions for 2023. Subtract lines 3h and 4b from line 1. If the amount is greater than zero, explain in Part VI. See instructions.
7 Excess distributions carryover to 2024. Add lines 3j and 4c.
8 Breakdown of line 7:
a Excess from 2019.....
b Excess from 2020.....
c Excess from 2021.....
d Excess from 2022.....
e Excess from 2023.....

Schedule A (Form 990) (2023)

Schedule A (Form 990) 2023

Page 8

Part VI

Supplemental Information. Provide the explanations required by Part II, line 10; Part II, line 17a or 17b; Part III, line 12; Part IV, Section A, lines 1, 2, 3b, 3c, 4b, 4c, 5a, 6, 9a, 9b, 9c, 11a, 11b, and 11c; Part IV, Section B, lines 1 and 2; Part IV, Section C, line 1; Part IV, Section D, lines 2 and 3; Part IV, Section E, lines 1c, 2a, 2b, 3a and 3b; Part V, line 1; Part V, Section B, line 1e; Part V Section D, lines 5, 6, and 8; and Part V, Section E, lines 2, 5, and 6. Also complete this part for any additional information. (See instructions).

Facts And Circumstances Test

Return Reference	Explanation
PART II, LINE 10	28,003

Schedule A (Form 990) 2023

Additional Data

Software ID:
Software Version:

- TIN:

Schedule B
(Form 990)

Department of the Treasury
Internal Revenue Service

Schedule of Contributors

Attach to Form 990, 990-EZ, or 990-PF.

Go to www.irs.gov/Form990 for the latest information.

OMB No. 1545-0047

2023

Name of the organization

SOUTHFACE ENERGY INSTITUTE INC

Employer identification number

58-1357547

Organization type (check one):

Filers of:

Section:

Form 990 or 990-EZ

501(c)( ) (enter number) organization

4947(a)(1) nonexempt charitable trust not treated as a private foundation

527 political organization

Form 990-PF

501(c)(3) exempt private foundation

4947(a)(1) nonexempt charitable trust treated as a private foundation

501(c)(3) taxable private foundation

Check if your organization is covered by the General Rule or a Special Rule.
Note: Only a section 501(c)(7), (8), or (10) organization can check boxes for both the General Rule and a Special Rule. See instructions.

General Rule

For an organization filing Form 990, 990-EZ, or 990-PF that received, during the year, contributions totaling $5,000 or more (in money or other property) from any one contributor. Complete Parts I and II. See instructions for determining a contributor's total contributions.

Special Rules

For an organization described in section 501(c)(3) filing Form 990 or 990-EZ that met the 33¹/3% support test of the regulations
under sections 509(a)(1) and 170(b)(1)(A)(vi), that checked Schedule A (Form 990 or 990-EZ), Part II, line 13, 16a, or 16b, and that received from any one contributor, during the year, total contributions of the greater of (1) $5,000 or (2) 2% of the amount on (i) Form 990, Part VIII, line 1h, or (ii) Form 990-EZ, line 1. Complete Parts I and II.

For an organization described in section 501(c)(7), (8), or (10) filing Form 990 or 990-EZ that received from any one contributor,
during the year, total contributions of more than $1,000 exclusively for religious, charitable, scientific, literary, or educational purposes, or for the prevention of cruelty to children or animals. Complete Parts I, II, and III.

For an organization described in section 501(c)(7), (8), or (10) filing Form 990 or 990-EZ that received from any one contributor,
during the year, contributions exclusively for religious, charitable, etc., purposes, but no such contributions totaled more than $1,000. If this box is checked, enter here the total contributions that were received during the year for an exclusively religious, charitable, etc., purpose. Don't complete any of the parts unless the General Rule applies to this organization because it received nonexclusively religious, charitable, etc., contributions totaling $5,000 or more during the year ......... Arrow Bullet

Caution: An organization that isn't covered by the General Rule and/or the Special Rules doesn't file Schedule B (Form 990,
990-EZ, or 990-PF), but it must answer “No” on Part IV, line 2, of its Form 990; or check the box on line H of its Form 990-EZ
or on its Form 990PF, Part I, line 2, to certify that it doesn't meet the filing requirements of Schedule B (Form 990,
990-EZ, or 990-PF).

For Paperwork Reduction Act Notice, see the Instructions
for Form 990, 990-EZ, or 990-PF.

Cat. No. 30613XSchedule B (Form 990) (2023)

Schedule B (Form 990) (2023) Page 2

Name of organization SOUTHFACE ENERGY INSTITUTE INC

Part I Contributors	Contributors (see instructions). Use duplicate copies of Part I if additional space is needed.
(a) No.	(b) Name, address, and ZIP + 4	(c) Total contributions	(d) Type of contribution
RESTRICTED	,	$ RESTRICTED	Person Payroll Noncash (Complete Part II for noncash contributions.)
(a) No.	(b) Name, address, and ZIP + 4	(c) Total contributions	(d) Type of contribution
		$	Person Payroll Noncash (Complete Part II for noncash contributions.)
(a) No.	(b) Name, address, and ZIP + 4	(c) Total contributions	(d) Type of contribution
		$	Person Payroll Noncash (Complete Part II for noncash contributions.)
(a) No.	(b) Name, address, and ZIP + 4	(c) Total contributions	(d) Type of contribution
		$	Person Payroll Noncash (Complete Part II for noncash contributions.)
(a) No.	(b) Name, address, and ZIP + 4	(c) Total contributions	(d) Type of contribution
		$	Person Payroll Noncash (Complete Part II for noncash contributions.)
(a) No.	(b) Name, address, and ZIP + 4	(c) Total contributions	(d) Type of contribution
		$	Person Payroll Noncash (Complete Part II for noncash contributions.)
Schedule B (Form 990) (2023)

Schedule B (Form 990) (2023)

Page 3

Name of organization SOUTHFACE ENERGY INSTITUTE INC		Employer identification number 58-1357547

Part II	Noncash Property (see instructions). Use duplicate copies of Part II if additional space is needed.
(a) No. from Part I	(b) Description of noncash property given	(c) FMV (or estimate) (See instructions)	(d) Date received
		$
(a) No. from Part I	(b) Description of noncash property given	(c) FMV (or estimate) (See instructions)	(d) Date received
		$
(a) No. from Part I	(b) Description of noncash property given	(c) FMV (or estimate) (See instructions)	(d) Date received
		$
(a) No. from Part I	(b) Description of noncash property given	(c) FMV (or estimate) (See instructions)	(d) Date received
		$
(a) No. from Part I	(b) Description of noncash property given	(c) FMV (or estimate) (See instructions)	(d) Date received
		$
(a) No. from Part I	(b) Description of noncash property given	(c) FMV (or estimate) (See instructions)	(d) Date received
		$
Schedule B (Form 990) (2023)

Schedule B (Form 990) (2023)

Page 4


Name of organization SOUTHFACE ENERGY INSTITUTE INC			Employer identification number 58-1357547
Part III Exclusively religious, charitable, etc., contributions to organizations described in section 501(c)(7), (8), or (10) that total more than $1,000 for the year from any one contributor. Complete columns (a) through (e) and the following line entry. For organizations completing Part III, enter the total of exclusively religious, charitable, etc., contributions of $1,000 or less for the year. (Enter this information once. See instructions.) $ Use duplicate copies of Part III if additional space is needed.

(a)
No. from Part I

(b) Purpose of gift

(d) Description of how gift is held

(e) Transfer of gift
Transferee's name, address, and ZIP 4	Relationship of transferor to transferee

(a)
No. from Part I

(b) Purpose of gift

(d) Description of how gift is held

(e) Transfer of gift
Transferee's name, address, and ZIP 4	Relationship of transferor to transferee

(a)
No. from Part I

(b) Purpose of gift

(d) Description of how gift is held

(e) Transfer of gift
Transferee's name, address, and ZIP 4	Relationship of transferor to transferee

(a)
No. from Part I

(b) Purpose of gift

(d) Description of how gift is held

(e) Transfer of gift
Transferee's name, address, and ZIP 4	Relationship of transferor to transferee

Schedule B (Form 990) (2023)

Additional Data

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Software Version:

- TIN:

SCHEDULE D
(Form 990)

Department of the Treasury
Internal Revenue Service

Supplemental Financial Statements

Complete if the organization answered "Yes," on Form 990,
Part IV, line 6, 7, 8, 9, 10, 11a, 11b, 11c, 11d, 11e, 11f, 12a, or 12b.
right arrow

Attach to Form 990.
right arrow

Go to www.irs.gov/Form990 for instructions and the latest information.

OMB No. 1545-0047

2022

Open to Public Inspection

Name of the organization

SOUTHFACE ENERGY INSTITUTE INC

Employer identification number

58-1357547

Part I

Organizations Maintaining Donor Advised Funds or Other Similar Funds or Accounts. Complete if the organization answered "Yes" on Form 990, Part IV, line 6.

		(a) Donor advised funds	(b) Funds and other accounts
1	Total number at end of year .........
2	Aggregate value of contributions to (during year)
3	Aggregate value of grants from (during year)
4	Aggregate value at end of year ........

Did the organization inform all donors and donor advisors in writing that the assets held in donor advised funds are the organization’s property, subject to the organization’s exclusive legal control? ............

Yes No

Did the organization inform all grantees, donors, and donor advisors in writing that grant funds can be used only for charitable purposes and not for the benefit of the donor or donor advisor, or for any other purpose conferring impermissible private benefit? ...................................

Yes No

Part II

Conservation Easements.
Complete if the organization answered "Yes" on Form 990, Part IV, line 7.

Purpose(s) of conservation easements held by the organization (check all that apply).

Preservation of land for public use (e.g., recreation or education) Preservation of an historically important land area

Protection of natural habitat Preservation of a certified historic structure

Preservation of open space

Complete lines 2a through 2d if the organization held a qualified conservation contribution in the form of a conservation easement on the last day of the tax year.


a	Total number of conservation easements ......................	2a
b	Total acreage restricted by conservation easements ....................	2b
c	Number of conservation easements on a certified historic structure included in (a) .....	2c
d	Number of conservation easements included in (c) acquired after July 25, 2006, and not on a historic structure listed in the National Register ...	2d

Number of conservation easements modified, transferred, released, extinguished, or terminated by the organization during the
tax year right arrow

Number of states where property subject to conservation easement is located right arrow

Does the organization have a written policy regarding the periodic monitoring, inspection, handling of violations, and enforcement of the conservation easements it holds? ............

Yes No

Staff and volunteer hours devoted to monitoring, inspecting, handling of violations, and enforcing conservation easements during the year
right arrow

Amount of expenses incurred in monitoring, inspecting, handling of violations, and enforcing conservation easements during the year
right arrow

Does each conservation easement reported on line 2(d) above satisfy the requirements of section 170(h)(4)(B)(i) and section 170(h)(4)(B)(ii)? .............................

Yes No

In Part XIII, describe how the organization reports conservation easements in its revenue and expense statement, and
balance sheet, and include, if applicable, the text of the footnote to the organization’s financial statements that describes
the organization’s accounting for conservation easements.

Part III

Organizations Maintaining Collections of Art, Historical Treasures, or Other Similar Assets.
Complete if the organization answered "Yes" on Form 990, Part IV, line 8.

If the organization elected, as permitted under FASB ASC 958, not to report in its revenue statement and balance sheet works of art, historical treasures, or other similar assets held for public exhibition, education, or research in furtherance of public service, provide, in Part XIII, the text of the footnote to its financial statements that describes these items.

If the organization elected, as permitted under FASB ASC 958, to report in its revenue statement and balance sheet works of art, historical treasures, or other similar assets held for public exhibition, education, or research in furtherance of public service, provide the following amounts relating to these items:

(i)

Revenue included on Form 990, Part VIII, line 1 ......................... right arrow

(ii)

Assets included in Form 990, Part X ............................... right arrow

If the organization received or held works of art, historical treasures, or other similar assets for financial gain, provide the
following amounts required to be reported under FASB ASC 958 relating to these items:

Revenue included on Form 990, Part VIII, line 1 .......................... right arrow

Assets included in Form 990, Part X ............................... right arrow

For Paperwork Reduction Act Notice, see the Instructions for Form 990.

Cat. No. 52283D

Schedule D (Form 990) 2022

Page 2

Part III

Organizations Maintaining Collections of Art, Historical Treasures, or Other Similar Assets (continued)

Using the organization’s acquisition, accession, and other records, check any of the following that are a significant use of its collection items (check all that apply):

Public exhibition

Loan or exchange programs

Scholarly research

Other

Preservation for future generations

Provide a description of the organization’s collections and explain how they further the organization’s exempt purpose in
Part XIII.

During the year, did the organization solicit or receive donations of art, historical treasures or other similar
assets to be sold to raise funds rather than to be maintained as part of the organization’s collection?...

Yes No

Part IV

Escrow and Custodial Arrangements. Complete if the organization answered "Yes" on Form 990, Part IV, line 9, or reported an amount on Form 990, Part X, line 21.

Is the organization an agent, trustee, custodian or other intermediary for contributions or other assets not
included on Form 990, Part X? ....................................

Yes No


b	If "Yes," explain the arrangement in Part XIII and complete the following table:		Amount
c	Beginning balance .............................	1c
d	Additions during the year ............................	1d
e	Distributions during the year ..........................	1e
f	Ending balance ................................	1f

Did the organization include an amount on Form 990, Part X, line 21, for escrow or custodial account liability? ...

Yes No

If "Yes," explain the arrangement in Part XIII. Check here if the explanation has been provided in Part XIII ....

Part V

Endowment Funds.
Complete if the organization answered "Yes" on Form 990, Part IV, line 10.

		(a) Current year	(b) Prior year	(c) Two years back	(d) Three years back	(e) Four years back

1a	Beginning of year balance ....	1,241,633	1,441,559	1,301,885	1,179,060	1,012,125
b	Contributions ...			10,000
c	Net investment earnings, gains, and losses	173,906	-199,926	129,674	122,825	166,935
d	Grants or scholarships ...
e	Other expenditures for facilities and programs ...
f	Administrative expenses ....
g	End of year balance ......	1,415,539	1,241,633	1,441,559	1,301,885	1,179,060

Provide the estimated percentage of the current year end balance (line 1g, column (a)) held as:

Board designated or quasi-endowment right arrow

Permanent endowment right arrow

Term endowment right arrow

100.000 %

The percentages on lines 2a, 2b, and 2c should equal 100%.

Are there endowment funds not in the possession of the organization that are held and administered for the
organization by:

Yes

(i) Unrelated organizations .................

3a(i)

(ii) Related organizations .................

3a(ii)

If "Yes" on 3a(ii), are the related organizations listed as required on Schedule R? .........

Describe in Part XIII the intended uses of the organization's endowment funds.

Part VI

Land, Buildings, and Equipment.
Complete if the organization answered "Yes" on Form 990, Part IV, line 11a. See Form 990, Part X, line 10.

Description of property		(a) Cost or other basis (investment)	(b) Cost or other basis (other)	(c) Accumulated depreciation	(d) Book value

1a	Land .....	1,172,149		1,172,149
b	Buildings ....	3,762,519	3,194,854	567,665
c	Leasehold improvements	223,003	88,096	134,907
d	Equipment ....	136,943	119,444	17,499
e	Other .....	117,604	91,487	26,117
Total. Add lines 1a through 1e. (Column (d) must equal Form 990, Part X, column (B), line 10(c).)..				1,918,337

Schedule D (Form 990) 2022

Page 3

Part VII

Investments - Other Securities.
Complete if the organization answered "Yes" on Form 990, Part IV, line 11b. See Form 990, Part X, line 12.

(a) Description of security or category (including name of security)	(b) Book value	(c) Method of valuation: Cost or end-of-year market value
(1) Financial derivatives.........
(2) Closely-held equity interests........
(3)Other
(A)
(B)
(C)
(D)
(E)
(F)
(G)
(H)
Total. (Column (b) must equal Form 990, Part X, col. (B) line 12.)

Part VIII

Investments - Program Related. Complete if the organization answered 'Yes' on Form 990, Part IV, line 11c. See Form 990, Part X, line 13.

(a) Description of investment	(b) Book value	(c) Method of valuation: Cost or end-of-year market value

(1)
(2)
(3)
(4)
(5)
(6)
(7)
(8)
(9)
Total. (Column (b) must equal Form 990, Part X, col.(B) line 13.)

Part IX

Other Assets.
Complete if the organization answered 'Yes' on Form 990, Part IV, line 11d. See Form 990, Part X, line 15.

(a) Description				(b) Book value
(1)OTHER RECEIVABLES				537,987
(1)
(2)
(3)
(4)
(5)
(6)
(7)
(8)
(9)
Total. (Column (b) must equal Form 990, Part X, col.(B) line 15.)...........				537,987

Part X

Other Liabilities.
Complete if the organization answered 'Yes' on Form 990, Part IV, line 11e or 11f. See Form 990, Part X, line 25.

1.(a) Description of liability	(b) Book value
(1) Federal income taxes
RECOVERABLE GRANT	91,000
ACCRUED COMPENSATION	53,000







Total. (Column (b) must equal Form 990, Part X, col.(B) line 25.)	144,000
2. Liability for uncertain tax positions. In Part XIII, provide the text of the footnote to the organization's financial statements that reports the organization's liability for uncertain tax positions under FIN 48 (ASC 740). Check here if the text of the footnote has been provided in Part XIII

Schedule D (Form 990) 2022

Page 4

Part XI Reconciliation of Revenue per Audited Financial Statements With Revenue per Return. Complete if the organization answered 'Yes' on Form 990, Part IV, line 12a.
1	Total revenue, gains, and other support per audited financial statements .......			1	7,467,208
2	Amounts included on line 1 but not on Form 990, Part VIII, line 12:
a	Net unrealized gains (losses) on investments ....	2a	133,925
b	Donated services and use of facilities .........	2b
c	Recoveries of prior year grants ...........	2c
d	Other (Describe in Part XIII.) ...........	2d
e	Add lines 2a through 2d .....................			2e	133,925
3	Subtract line 2e from line 1..................			3	7,333,283
4	Amounts included on Form 990, Part VIII, line 12, but not on line 1:
a	Investment expenses not included on Form 990, Part VIII, line 7b .	4a	9,289
b	Other (Describe in Part XIII.) ...........	4b
c	Add lines 4a and 4b....................			4c	9,289
5	Total revenue. Add lines 3 and 4c. (This must equal Form 990, Part I, line 12.) ......			5	7,342,572

Part XII Reconciliation of Expenses per Audited Financial Statements With Expenses per Return. Complete if the organization answered 'Yes' on Form 990, Part IV, line 12a.
1	Total expenses and losses per audited financial statements ...........			1	7,862,054
2	Amounts included on line 1 but not on Form 990, Part IX, line 25:
a	Donated services and use of facilities .........	2a
b	Prior year adjustments ............	2b
c	Other losses ................	2c
d	Other (Describe in Part XIII.) ...........	2d
e	Add lines 2a through 2d....................			2e
3	Subtract line 2e from line 1...................			3	7,862,054
4	Amounts included on Form 990, Part IX, line 25, but not on line 1:
a	Investment expenses not included on Form 990, Part VIII, line 7b ..	4a	9,289
b	Other (Describe in Part XIII.) ...........	4b
c	Add lines 4a and 4b.....................			4c	9,289
5	Total expenses. Add lines 3 and 4c. (This must equal Form 990, Part I, line 18.) ......			5	7,871,343

Part XIII

Supplemental Information

Provide the descriptions required for Part II, lines 3, 5, and 9; Part III, lines 1a and 4; Part lV, lines 1b and 2b; Part V, line 4; Part X, line 2; Part XI, lines 2d and 4b; and Part XII, lines 2d and 4b. Also complete this part to provide any additional information.

Return Reference

Explanation

SCHEDULE D, PAGE 3, PART X

SOUTHFACE ENERGY INSTITUTE, INC., A NONPROFIT ORGANIZATION OPERATING UNDER SECTION 501(C)(3) OF THE INTERNAL REVENUE CODE, IS EXEMPT FROM FEDERAL, STATE, AND LOCAL INCOME TAXES AND, ACCORDINGLY, NO PROVISION FOR INCOME TAXES IS INCLUDED IN THE ACCOMPANYING FINANCIAL STATEMENTS FOR THE ORGANIZATION. ACCOUNTING PRINCIPLES GENERALLY ACCEPTED IN THE UNITED STATES OF AMERICA REQUIRE MANAGEMENT TO EVALUATE TAX POSITIONS TAKEN BY THE ORGANIZATION AND RECOGNIZE A TAX LIABILITY (OR ASSET) IF THE ORGANIZATION HAS TAKEN AN UNCERTAIN TAX POSITION THAT MORE LIKELY THAN NOT WOULD NOT BE SUSTAINED UPON EXAMINATION BY THE INTERNAL REVENUE SERVICE AND GEORGIA DEPARTMENT OF REVENUE. MANAGEMENT HAS ANALYZED THE TAX POSITIONS TAKEN BY THE ORGANIZATION, AND HAS CONCLUDED THAT AS OF DECEMBER 31, 2023, THERE ARE NO UNCERTAIN POSITIONS TAKEN OR EXPECTED TO BE TAKEN THAT WOULD REQUIRE RECOGNITION OF A LIABILITY (OR ASSET) OR DISCLOSURE IN THE FINANCIAL STATEMENTS. THE ORGANIZATION IS SUBJECT TO ROUTINE AUDITS BY TAXING JURISDICTIONS; HOWEVER, THERE ARE CURRENTLY NO AUDITS FOR ANY TAX PERIODS IN PROGRESS. MANAGEMENT BELIEVES IT IS NO LONGER SUBJECT TO INCOME TAX EXAMINATIONS FOR YEARS PRIOR TO 2020.

Schedule D (Form 990) 2022

Additional Data

Software ID:
Software Version:

- TIN:

SCHEDULE G (Form 990)

Department of the Treasury
Internal Revenue Service

Supplemental Information Regarding
Fundraising or Gaming Activities

Complete if the organization answered "Yes" on Form 990, Part IV, lines 17, 18, or 19, or if the organization entered more than $15,000 on Form 990-EZ, line 6a. right arrow

Attach to Form 990 or Form 990-EZ.
right arrow

Go to www.irs.gov/Form990 for instructions and the latest information.

OMB No. 1545-0047

2023

Open to Public Inspection

Name of the organization
SOUTHFACE ENERGY INSTITUTE INC

Employer identification number

58-1357547

Part I

Fundraising Activities.Complete if the organization answered "Yes" on Form 990, Part IV, line 17.

Form 990-EZ filers are not required to complete this part.

Indicate whether the organization raised funds through any of the following activities. Check all that apply.

a	Mail solicitations	e	Solicitation of non-government grants
b	Internet and email solicitations	f	Solicitation of government grants
c	Phone solicitations	g	Special fundraising events
d	In-person solicitations

Did the organization have a written or oral agreement with any individual (including officers, directors, trustees

or key employees listed in Form 990, Part VII) or entity in connection with professional fundraising services?

YesNo

If "Yes," list the 10 highest paid individuals or entities (fundraisers) pursuant to agreements under which the fundraiser is
to be compensated at least $5,000 by the organization.

(i) Name and address of individual or entity (fundraiser)	(iii) Did fundraiser have custody or control of contributions?
	Yes	No










Total . . . . . . . . . . . . . . . . . . . .

List all states in which the organization is registered or licensed to solicit contributions or has been notified it is exempt from registration or licensing.

For Paperwork Reduction Act Notice, see the Instructions for Form 990 or 990-EZ.

Cat. No. 50083H

Schedule G (Form 990) 2023

Page 2

Part II

Fundraising Events. Complete if the organization answered "Yes" on Form 990, Part IV, line 18, or reported more than $15,000 of fundraising event contributions and gross income on Form 990-EZ, lines 1 and 6b. List events with gross receipts greater than $5,000.

		(a) Event #1 VISIONARY DINNE (event type)	(b) Event #2 (event type)	(c) Other events (total number)	(d) Total events (add col. (a) through col. (c))
1	Gross receipts . . . . .	164,075			164,075
2	Less: Contributions . . . .	151,950			151,950
3	Gross income (line 1 minus line 2) . . . . . .	12,125			12,125

4	Cash prizes . . . . .
5	Noncash prizes . . . .
6	Rent/facility costs . . . .
7	Food and beverages . . .
8	Entertainment . . . .
9	Other direct expenses . . .	37,376	37,376
10	Direct expense summary. Add lines 4 through 9 in column (d) . . . . . . . . . .		37,376
11	Net income summary. Subtract line 10 from line 3, column (d). . . . . . . . . .		-25,251

Part III

Gaming. Complete if the organization answered "Yes" on Form 990, Part IV, line 19, or reported more than $15,000 on Form 990-EZ, line 6a.

		(a) Bingo	(b) Pull tabs/Instant bingo/progressive bingo	(c) Other gaming	(d) Total gaming (add col.(a) through col.(c))
1	Gross revenue . . . . .

2	Cash prizes . . . . .
3	Noncash prizes . . . .
4	Rent/facility costs . . . .
5	Other direct expenses . . .

Volunteer labor . . . .

	Yes %
	No

	Yes %
	No

	Yes %
	No

Direct expense summary. Add lines 2 through 5 in column (d) . . . . . . . . . . right arrow

Net gaming income summary. Subtract line 7 from line 1, column (d). . . . . . . . . right arrow

Enter the state(s) in which the organization conducts gaming activities:

Is the organization licensed to conduct gaming activities in each of these states? . . . . . . . .

YesNo

If "No," explain:

10a

Were any of the organization's gaming licenses revoked, suspended or terminated during the tax year? . . .

YesNo

If "Yes," explain:

Schedule G (Form 990) 2023

Page 3

Does the organization conduct gaming activities with nonmembers? . . . . . . . . . . .

YesNo

Is the organization a grantor, beneficiary or trustee of a trust or a member of a partnership or other entity

formed to administer charitable gaming? . . . . . . . . . . . . . . . . .

YesNo

Indicate the percentage of gaming activity conducted in:

The organization's facility . . . . . . . . . . . . . . . . . .

13a

An outside facility . . . . . . . . . . . . . . . . . . . .

13b

Enter the name and address of the person who prepares the organization's gaming/special events books and records:

Name

Address

15a

Does the organization have a contract with a third party from whom the organization receives gaming

revenue? . . . . . . . . . . . . . . . . . . . . . . . .

YesNo

If "Yes," enter the amount of gaming revenue received by the organization right arrow

$ and the

amount of gaming revenue retained by the third party right arrow

$ .

If "Yes," enter name and address of the third party:

Name

Address

Gaming manager information:

Name

Gaming manager compensation right arrow

Description of services provided right arrow

Director/officer Employee Independent contractor

Mandatory distributions:

Is the organization required under state law to make charitable distributions from the gaming proceeds to

retain the state gaming license? . . . . . . . . . . . . . . . . . . .

YesNo

Enter the amount of distributions required under state law distributed to other exempt organizations or spent

in the organization's own exempt activities during the tax year right arrow

Part IV

Supplemental Information. Provide the explanations required by Part I, line 2b, columns (iii) and (v); and Part III, lines 9, 9b, 10b, 15b, 15c, 16, and 17b, as applicable. Also provide any additional information. See instructions.

Return Reference	Explanation

Schedule G (Form 990) 2023

Additional Data

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Note: To capture the full content of this document, please select landscape mode (11" x 8.5") when printing.

Schedule I
(Form 990)

Department of the Treasury
Internal Revenue Service

Grants and Other Assistance to Organizations,
Governments and Individuals in the United States

Complete if the organization answered "Yes," on Form 990, Part IV, line 21 or 22.
lBullet

Attach to Form 990.
lBullet

Go to www.irs.gov/Form990 for the latest information.

OMB No. 1545-0047

2023

Open to Public
Inspection

Name of the organization
SOUTHFACE ENERGY INSTITUTE INC

Employer identification number
58-1357547

Part I

General Information on Grants and Assistance

Does the organization maintain records to substantiate the amount of the grants or assistance, the grantees' eligibility for the grants or assistance, and
the selection criteria used to award the grants or assistance? ........................

Yes No

Describe in Part IV the organization's procedures for monitoring the use of grant funds in the United States.

Part II

Grants and Other Assistance to Domestic Organizations and Domestic Governments. Complete if the organization answered "Yes" on Form 990, Part IV, line 21, for any recipient

that received more than $5,000. Part II can be duplicated if additional space is needed.

(a) Name and address of organization or government	(b) EIN	(c) IRC section (if applicable)	(d) Amount of cash grant	(h) Purpose of grant or assistance
(1) ACTON ACADEMY 10636 SERENBE LANE CHATTAHOOCHEE HILLS,GA30268	80-0634444	501	75,000	IMP. TO BUILDING SYS
(2) ALABAMA THEATRE 1817 3RD AVE N BIRMINGHAM,AL35203	63-0958984	501	75,000	IMP. TO BUILDING SYS
(3) ARTPLACE MISSISSIPPI PO BOX 303 GREENWOOD,MS38935	64-0815338	501	7,461	IMP. TO BUILDING SYS
(4) ARTPLACE MISSISSIPPI PO BOX 303 GREENWOOD,MS38935	64-0815338	501	7,461	IMP. TO BUILDING SYS
(5) ARTSBUILD 301 EAST 11TH STREET SUITE 300 CHATTANOOGA,TN37403	23-7005188	501	24,473	IMP. TO BUILDING SYS
(6) BGC - OCOEE REGION 385 3RD STREET SW CLEVELAND,TN37311	62-0729406	501	49,615	IMP. TO BUILDING SYS
(7) BGC - OCOEE REGION 385 3RD STREET SW CLEVELAND,TN37311	62-0729406	501	49,615	IMP. TO BUILDING SYS
(8) BIRMINGHAM LANDMARKS INC 1817 3RD AVE N BIRMINGHAM,AL35203	63-0958984	501	30,027	IMP. TO BUILDING SYS
(9) BOYS & GIRLS CLUBS OF CENTRAL MISSI PO BOX 3194 JACKSON,MS39083	64-0331635	501	17,515	IMP. TO BUILDING SYS
(10) BOYS & GIRLS CLUBS OF THE VALLEY 4309 E BELLEVIEW ST BLDG 14 PHOENIX,AZ85008	86-0550646	501	11,907	IMP. TO BUILDING SYS
(11) BOYS AND GIRLS CLUB OF BREVARDTRAN 11 GALLIMORE STREET BREVARD,NC28712	56-2142829	501	37,500	IMP. TO BUILDING SYS
(12) CANINE COMPANIONS 8150 CLARCONA OCOEE ROAD ORLANDO,FL32818	94-3494324	501	60,000	IMP. TO BUILDING SYS
(13) CHESAPEAKE BAY TRUST 108 SEVERN AVENUE ANNAPOLIS,MD21403	52-1454182	501	37,500	IMP. TO BUILDING SYS
(14) COMMUNITY ASSISTANCE CENTER PO BOX 501298 ATLANTA,GA31150	58-1825565	501	23,799	IMP. TO BUILDING SYS
(15) COMMUNITY ASSISTANCE CENTER PO BOX 501298 ATLANTA,GA31150	58-1825565	501	9,857	IMP. TO BUILDING SYS
(16) COMMUNITY ASSISTANCE CENTER PO BOX 501298 ATLANTA,GA31150	58-1825565	501	23,799	IMP. TO BUILDING SYS
(17) EKVN-YEFOLECV MARCUS BRIGGS-CLOUD PO BOX 148 WEOGUFKA,AL35183	81-2293314	501	75,000	IMP. TO BUILDING SYS
(18) ELBA THEATRERESTORATION 154 PO BOX 373 ELBA,AL36323	47-3016500	501	30,000	IMP. TO BUILDING SYS
(19) EMERSON UNITARIAN UNIVERSALIST CONG 4010 CANTON ROAD MARIETTA,GA30066	58-1488445	501	22,900	IMP. TO BUILDING SYS
(20) FATHER BILL'S & MAINSPRING 430 BELMONT ST BROCKTON,MA02301	22-2538039	501	37,500	IMP. TO BUILDING SYS
(21) FERNCLIFF CAMP JOEL GILL 1720 FERNCLIFF ROAD LITTLE ROCK,AR72223	71-0657898	501	13,845	IMP. TO BUILDING SYS
(22) FURKIDS SAMANTHA SHELTON 5235 UNION HILL RD CUMMING,GA30040	01-0766844	501	9,500	IMP. TO BUILDING SYS
(23) GIRL SCOUTS OF GREATER ATLANTA 5601 N ALLEN RD MABLETON,GA30126	58-0566190	501	75,000	IMP. TO BUILDING SYS
(24) GIRLS PREPARATORY SCHOOL PO BOX 4736 CHATTANOOGA,TN37405	62-0475682	501	43,428	IMP. TO BUILDING SYS
(25) GOODWILL OF NORTH GEORGIA 2201 LAWRENCEVILLE HWY SUITE 300 DECATUR,GA30033	20-8351046	501	29,232	IMP. TO BUILDING SYS
(26) GREATER CHATTANOOGA PUBLIC TELEVISI 7540 BONNYSHIRE DR CHATTANOOGA,TN37416	62-1137597	501	67,082	IMP. TO BUILDING SYS
(27) HABITAT FOR HUMANITY-DEKALB PO BOX 403 TUCKER,GA30085	58-1792761	501	40,000	IMP. TO BUILDING SYS
(28) HABITAT FOR HUMANITY-DEKALB PO BOX 403 TUCKER,GA30085	58-1792761	501	16,477	IMP. TO BUILDING SYS
(29) HOPE FOR THE INNER CITY PO BOX 11584 CHATTANOOGA,TN37406	62-1659831	501	17,997	IMP. TO BUILDING SYS
(30) LEVITE JEWISH COMMUNITY CENTER 3960 MONTCLAIR ROAD BIRMINGHAM,AL35213	63-0288848	501	37,423	IMP. TO BUILDING SYS
(31) LEVITE JEWISH COMMUNITY CENTER 3960 MONTCLAIR ROAD BIRMINGHAM,AL35213	63-0288848	501	37,423	IMP. TO BUILDING SYS
(32) MIRACLE CITY CHURCH 100 S ROCK GLEN RD BALTIMORE,MD21229	75-3225617	501	75,000	IMP. TO BUILDING SYS
(33) NEW MONUMENTAL BAPTIST CHURCH 901 WOODMORE LANE CHATTANOOGA,TN37411	62-1189858	501	20,000	IMP. TO BUILDING SYS
(34) NEW MONUMENTAL BAPTIST CHURCH 901 WOODMORE LANE CHATTANOOGA,TN37411	62-1189858	501	20,000	IMP. TO BUILDING SYS
(35) NEW MONUMENTAL BAPTIST CHURCH 901 WOODMORE LANE CHATTANOOGA,TN37411	62-1189858	501	20,000	IMP. TO BUILDING SYS
(36) NORTHMINSTER PRESBYTERIAN CHURCH 4791 HAL DRIVE CHATTANOOGA,TN37416	62-6043568	501	20,000	IMP. TO BUILDING SYS
(37) NORTHMINSTER PRESBYTERIAN CHURCH 4791 HAL DRIVE CHATTANOOGA,TN37416	62-6043568	501	20,000	IMP. TO BUILDING SYS
(38) NORTHMINSTER PRESBYTERIAN CHURCH 4791 HAL DRIVE CHATTANOOGA,TN37416	62-6043568	501	20,000	IMP. TO BUILDING SYS
(39) OUR HOUSE INC DIANE DOUGLASS CHIEF DEVELOPMENT O 173 BOULEVARD NE ATLANTA,GA30312	71-0653846	501	29,936	IMP. TO BUILDING SYS
(40) RABUN GAP-NACOOCHEE SCHOOL 339 NACOOCHEE DRIVE RABUN GAP,GA30568	58-0593430	501	75,000	IMP. TO BUILDING SYS
(41) SALVATION ARMY - ST PETERSBURG 340 14TH AVE S ST PETERSBURG,FL33701	58-0660607	501	75,000	IMP. TO BUILDING SYS
(42) SALVATION ARMY METRO ATLANTA AREA C 1000 CENTER PLACE NORCROSS,GA30093	58-0660607	501	41,406	IMP. TO BUILDING SYS
(43) SALVATION ARMY METRO ATLANTA AREA C 1000 CENTER PLACE NORCROSS,GA30093	58-0660607	501	69,073	IMP. TO BUILDING SYS
(44) SALVATION ARMY MIAMI AREA COMMAND 1907 NW 38TH STREET MIAMI MIAMI,FL33142	58-0660607	501	67,215	IMP. TO BUILDING SYS
(45) SALVATION ARMY OF SAVANNAH PO BOX 23798 SAVANNAH,GA31404	58-0660607	501	31,659	IMP. TO BUILDING SYS
(46) SALVATION ARMY EMERGENCY DISASTER 1000 CENTER PLACE NORCROSS,GA30093	58-0660607	501	54,283	IMP. TO BUILDING SYS
(47) SARASOTA AFRICAN AMERICAN CULTURAL PO BOX 686 SARASOTA SARASOTA,FL34230	83-3573603	501	18,109	IMP. TO BUILDING SYS
(48) SAVE OUR SEABIRDS 1708 KEN THOMPSON PKWY SARASOTA,FL34236	59-3078536	501	6,669	IMP. TO BUILDING SYS
(49) SOUTHSIDE THEATRE GUILD 20 W CAMPBELLTON ST FAIRBURN,GA30213	58-1279585	501	24,020	IMP. TO BUILDING SYS
(50) TENNESSEE AQUARIUM 201 BROAD STREET RIVER JOURNEY BUILDING CHATTANOOGA,TN37402	58-1837154	501	42,799	IMP. TO BUILDING SYS
(51) THE ART LEAGUE OF MANATEE COUNTY 209 9TH ST W BRADENTON,FL34205	59-0967824	501	30,000	IMP. TO BUILDING SYS
(52) THE MOUNTAIN RETREAT & LEARNING CEN PO BOX 1299 HIGHLANDS,NC28741	58-1396972	501	29,381	IMP. TO BUILDING SYS
(53) THE SAE SCHOOL 6688 MABLETON PKWY MABLETON,GA30126	45-2894607	501	28,874	IMP. TO BUILDING SYS
(54) THEATRICAL OUTFIT PO BOX 1555 ATLANTA,GA30301	58-1524285	501	50,250	IMP. TO BUILDING SYS
(55) TOWN OF WARTRACE PO BOX 158 WARTRACE,TN37183	62-0605716	501	23,046	IMP. TO BUILDING SYS
(56) TOWN OF WARTRACE PO BOX 158 WARTRACE,TN37183	62-0605716	501	23,046	IMP. TO BUILDING SYS
(57) TYBEE ISLAND MARINE SCIENCE FOUNDAT PO BOX 1879 NORTH BEACH EXHIBIT FUND TYBEE ISLAND,GA31328	58-1990772	501	40,000	IMP. TO BUILDING SYS
(58) UNITED WAY OF NORTHWEST GEORGIA PO BOX 566 DALTON,GA30722	58-0905881	501	21,175	IMP. TO BUILDING SYS
(59) UNITED WAY OF NORTHWEST GEORGIA PO BOX 566 DALTON,GA30722	58-0905881	501	31,650	IMP. TO BUILDING SYS
(60) UNITED WAY OF NORTHWEST GEORGIA PO BOX 566 DALTON,GA30722	58-0905881	501	31,650	IMP. TO BUILDING SYS
(61) YMI CULTURAL CENTER 39 SOUTH MARKET ST ASHEVILLE,NC28801	58-1448997	501	30,000	IMP. TO BUILDING SYS

Enter total number of section 501(c)(3) and government organizations listed in the line 1 table ................. Bullet Image

Enter total number of other organizations listed in the line 1 table ........................ . Bullet Image

For Paperwork Reduction Act Notice, see the Instructions for Form 990.

Cat. No. 50055P

Schedule I (Form 990) 2023

Page 2

Part III

Grants and Other Assistance to Domestic Individuals. Complete if the organization answered "Yes" on Form 990, Part IV, line 22.
Part III can be duplicated if additional space is needed.

(a) Type of grant or assistance	(b) Number of recipients	(c) Amount of cash grant	(d) Amount of noncash assistance	(e) Method of valuation (book, FMV, appraisal, other)	(f) Description of noncash assistance

(1)
(2)
(3)
(4)
(5)
(6)
(7)

Part IV

Supplemental Information. Provide the information required in Part I, line 2; Part III, column (b); and any other additional information.

Return Reference	Explanation
SCHEDULE I, PAGE 1, PART I, LINE 2	SOUTHFACE THOROUGHLY MONITORS GRANTS TO ENSURE EFFECTIVE USE OF FUNDS AND COMPLIANCE WITH GRANT AGREEMENTS. THE MONITORING PROCESS INCLUDES FINANCIAL REVIEWS AT THE START OF THE PROJECTS, PROGRESS ASSESSMENTS, SITE VISITS, AND COMMUNICATION WITH GRANT RECIPIENTS. WE PRIORITIZE TRANSPARENCY, ACCOUNTABILITY, AND IMPACT ASSESSMENT TO MAXIMIZE THE BENEFIT OF EACH GRANT AWARDED.

Schedule I (Form 990) 2023

Additional Data

Software ID:
Software Version:

- TIN:

Schedule J
(Form 990)

Department of the Treasury
Internal Revenue Service

Compensation Information

For certain Officers, Directors, Trustees, Key Employees, and Highest
Compensated Employees
medium right arrow graphic

Complete if the organization answered "Yes" on Form 990, Part IV, line 23.
medium right arrow graphic

Attach to Form 990.
medium right arrow graphic

Go to www.irs.gov/Form990 for instructions and the latest information.

OMB No. 1545-0047

2023

Open to Public Inspection

Name of the organization

SOUTHFACE ENERGY INSTITUTE INC

Employer identification number

58-1357547

Part I

Questions Regarding Compensation

Yes

Check the appropiate box(es) if the organization provided any of the following to or for a person listed on Form
990, Part VII, Section A, line 1a. Complete Part III to provide any relevant information regarding these items.

First-class or charter travel Housing allowance or residence for personal use

Travel for companions Payments for business use of personal residence

Tax idemnification and gross-up payments Health or social club dues or initiation fees

Discretionary spending account Personal services (e.g., maid, chauffeur, chef)

If any of the boxes on Line 1a are checked, did the organization follow a written policy regarding payment or reimbursement or provision of all of the expenses described above? If "No," complete Part III to explain .....

Did the organization require substantiation prior to reimbursing or allowing expenses incurred by all
directors, trustees, officers, including the CEO/Executive Director, regarding the items checked on Line 1a? ....

Indicate which, if any, of the following the filing organization used to establish the compensation of the
organization's CEO/Executive Director. Check all that apply. Do not check any boxes for methods
used by a related organization to establish compensation of the CEO/Executive Director, but explain in Part III.

Compensation committee Written employment contract

Independent compensation consultant Compensation survey or study

Form 990 of other organizations Approval by the board or compensation committee

During the year, did any person listed on Form 990, Part VII, Section A, line 1a, with respect to the filing organization or a related organization:

Receive a severance payment or change-of-control payment? .............

Participate in, or receive payment from, a supplemental nonqualified retirement plan? .........

Participate in, or receive payment from, an equity-based compensation arrangement? .........

If "Yes" to any of lines 4a-c, list the persons and provide the applicable amounts for each item in Part III.

Only 501(c)(3), 501(c)(4), and 501(c)(29) organizations must complete lines 5-9.

For persons listed on Form 990, Part VII, Section A, line 1a, did the organization pay or accrue any
compensation contingent on the revenues of:

The organization? ....................

Any related organization? .......................

If "Yes," on line 5a or 5b, describe in Part III.

For persons listed on Form 990, Part VII, Section A, line 1a, did the organization pay or accrue any
compensation contingent on the net earnings of:

The organization? ..................

Any related organization? ......................

If "Yes," on line 6a or 6b, describe in Part III.

For persons listed on Form 990, Part VII, Section A, line 1a, did the organization provide any nonfixed
payments not described in lines 5 and 6? If "Yes," describe in Part III ............

Were any amounts reported on Form 990, Part VII, paid or accured pursuant to a contract that was
subject to the initial contract exception described in Regulations section 53.4958-4(a)(3)? If "Yes," describe
in Part III ..........................

If "Yes" on line 8, did the organization also follow the rebuttable presumption procedure described in Regulations section 53.4958-6(c)? .........................

For Paperwork Reduction Act Notice, see the Instructions for Form 990.

Cat. No. 50053T

Schedule J (Form 990) 2023

Page 2

Part II

Officers, Directors, Trustees, Key Employees, and Highest Compensated Employees. Use duplicate copies if additional space is needed.

For each individual whose compensation must be reported on Schedule J, report compensation from the organization on row (i) and from related organizations, described in the
instructions, on row (ii). Do not list any individuals that are not listed on Form 990, Part VII.
Note. The sum of columns (B)(i)-(iii) for each listed individual must equal the total amount of Form 990, Part VII, Section A, line 1a, applicable column (D) and (E) amounts for that individual.

(A) Name and Title		(B) Breakdown of W-2, 1099-MISC compensation, and/or 1099-NEC			(C) Retirement and other deferred compensation	(D) Nontaxable benefits	(E) Total of columns (B)(i)-(D)	(F) Compensation in column (B) reported as deferred on prior Form 990
(A) Name and Title		(i) Base compensation	(ii) Bonus & incentive compensation	(iii) Other reportable compensation	(C) Retirement and other deferred compensation	(D) Nontaxable benefits	(E) Total of columns (B)(i)-(D)
1JAMES MARLOW PRESIDENT	(i) (ii)	199,351 -------------	-------------	-------------	-------------	-------------	199,351 -------------	-------------

Schedule J (Form 990) 2023

Page 3

Part III

Supplemental Information

Provide the information, explanation, or descriptions required for Part I, lines 1a, 1b, 3, 4a, 4b, 4c, 5a, 5b, 6a, 6b, 7, and 8, and for Part II. Also complete this part for any additional information.

Return Reference	Explanation

Schedule J (Form 990) 2023

Additional Data

Software ID:
Software Version:

- TIN:

SCHEDULE O
(Form 990)

Department of the Treasury
Internal Revenue Service

Supplemental Information to Form 990 or 990-EZ

Complete to provide information for responses to specific questions on
Form 990 or 990-EZ or to provide any additional information.
Attach to Form 990 or 990-EZ.
Go to www.irs.gov/Form990 for the latest information.

OMB No. 1545-0047

2023

Open to Public
Inspection

Name of the organization

SOUTHFACE ENERGY INSTITUTE INC

Employer identification number

58-1357547

Return Reference	Explanation
FORM 990, PAGE 2, PART III, LINE 4A	GOODUSE: THE GOODUSE PROGRAM WAS INTRODUCED AS GRANTS TO GREEN IN 2008. THROUGH THE PROGRAM, SOUTHFACE PROVIDES FINANCIAL AND TECHNICAL ASSISTANCE TO FOOD BANKS, BOYS & GIRLS CLUBS, AND MANY OTHER KINDS OF NONPROFITS TO MAKE COST-SAVING EFFICIENCY AND HEALTH UPGRADES TO THEIR FACILITIES. THE ONGOING SAVINGS ON UTILITY BILLS ALLOW GOODUSE RECIPIENTS TO INVEST MORE FUNDS IN THEIR CORE SERVICES TO THE COMMUNITY. MORE THAN 575 GOODUSE PROJECTS ACROSS 31 STATES HAVE LED TO NONPROFITS CUMULATIVELY SAVING 4 MILLION IN ANNUAL UTILITY COSTS, WITH 47 NEW PROJECTS INITIATED IN 2023 ALONE. ONE HIGHLIGHT OF THE YEAR WAS WORKING WITH THE SALVATION ARMY CENTRAL COMMAND CENTER IN DOWNTOWN, ATLANTA THAT PROVIDES EMERGENCY, TRANSITIONAL AND RECOVERY PROGRAMS THAT EMPOWER PEOPLE OF ALL AGES TO BEGIN THEIR TRANSITION TO STABLE INDEPENDENCE; BY DISCOVERING AND OVERCOMING THE ROOT CAUSES OF THEIR HOMELESSNESS. THE PROGRAM INCLUDES TECHNICAL RESOURCES THROUGHOUT THE PROJECT INCLUDING BIDDING, IMPLEMENTATION, AND COMMISSIONING AS WELL AS ON THE JOB PERSONALIZED TRAINING FOR THE BUILDING OPERATORS, THEREBY INSURING THE NEWLY INSTALLED BUILDING SYSTEMS WILL BE OPTIMIZED AND MAINTAINED PROPERLY. THIS PROGRAM SAVES NONPROFITS AN AVERAGE OF 28% UTILITY COSTS AND CARBON FOOTPRINT REDUCTION. THESE SAVINGS ARE DIRECTED TOWARDS MISSION CRITICAL SERVICES FOR THE COMMUNITIES THEY SERVE.
FORM 990, PAGE 2, PART III, LINE 4B	TECHNICAL SERVICES: SOUTHFACE HAS A RANGE OF FEE-FOR-SERVICE OFFERINGS FOR RESIDENTIAL AND COMMERCIAL BUILDINGS THAT HELP ADVANCE THEIR MISSION. DESIGN CONSULTING SERVICES EQUIP BUILDING OWNERS AND DEVELOPERS TO ACHIEVE SUSTAINABILITY AND BUILDING PERFORMANCE GOALS BASED ON THE STRUCTURE, SYSTEMS, AND BUDGET FOR A NEW BUILD OR MAJOR RENOVATION PROJECT. CERTIFICATION SERVICES HELP OWNERS AND OPERATORS IDENTIFY AND ACHIEVE THE BEST GREEN CERTIFICATION FOR THEIR BUILDING, WHETHER DEVELOPED BY SOUTHFACE (E.G., EARTHCRAFT, BIT BUILDING) OR A THIRD PARTY (E.G., LEED, LIVING BUILDING CHALLENGE, NGBS, ENERGY STAR). BUILDING ASSESSMENTS PROVIDE A BASELINE FOR AND TRACK THE PROGRESS OF CLIENTS' BUILDING IMPROVEMENTS. THEY INCLUDE AIR TIGHTNESS TESTING, INDOOR AIR QUALITY ASSESSMENTS, THE AMERICAN SOCIETY OF HEATING, REFRIGERATING AND AIR-CONDITIONING ENGINEERS (ASHRAE) ENERGY AUDITS, AND CARBON ASSESSMENTS. CAREER TRAINING ENABLES BUILDING AND CONSTRUCTION WORKERS TO ENTER OR ADVANCE WITHIN THE GREEN WORKFORCE. INSTRUCTOR-LED VIRTUAL AND IN-PERSON COURSES AS WELL AS ON-DEMAND CLASSES TEACH IMPORTANT TRADE SKILLS, PROVIDE CONTINUING EDUCATION UNITS (CEUS), AND EQUIP ATTENDEES TO EARN PROFESSIONAL CREDENTIALS AS HOME ENERGY RATERS, DUCT AND ENVELOPE TIGHTNESS VERIFIERS, AND MORE. IN 2023, SOUTHFACE COURSES IMPACTED 1,367 PEOPLE. EARTHCRAFT IS A BUILDER-FOCUSED TRAINING AND SUSTAINABLE CERTIFICATION PROGRAM THAT WAS CO-DEVELOPED WITH THE GREATER ATLANTA HOME BUILDERS ASSOCIATION TO ADDRESS THE UNIQUE ENVIRONMENTAL CONDITIONS OF THE SOUTHEAST. EARTHCRAFT ENSURES A HIGH LEVEL OF EFFICIENCY, AIR QUALITY, AND DURABILITY FOR RESIDENTIAL AND COMMERCIAL BUILDINGS, INCLUDING AFFORDABLE HOUSING AND BUILDINGS WITH HISTORIC DESIGNATIONS. IN 2023, 3,377 MULTIFAMILY AFFORDABLE HOUSING UNITS, 111 SINGLE-FAMILY HOMES, AND ONE LIGHT COMMERCIAL BUILDING GAINED EARTHCRAFT CERTIFICATION. BIT BUILDING IS SOUTHFACE'S SUSTAINABLE OPERATIONS AND MAINTENANCE PROGRAM. IT HELPS REDUCE ENERGY, WATER, AND WASTE CONSUMPTION OF ANY TYPE OF EXISTING BUILDING OR TENANT-CONTROLLED SPACE (EXCEPT SINGLE-FAMILY RESIDENTIAL) REGARDLESS OF AGE OR CURRENT PERFORMANCE. WITH ACCESSIBLE PRICING AND NO PERFORMANCE THRESHOLDS TO GET STARTED, BIT PROVIDES A PATHWAY TO SUSTAINABILITY FOR BUILDINGS THAT DID NOT HAVE ONE BEFORE.
FORM 990, PAGE 2, PART III, LINE 4C	RESEARCH: BUILDING AMERICA \| HVAC AFDD - BP 1 & 2: THE SOUTHFACE RESEARCH TEAM IS CURRENTLY WORKING TO CLOSE OUT THE PROJECT ON THE IMPACT OF RECENTLY DEVELOPED HVAC INSTALLATION VERIFICATION AND MONITORING TOOLS WITHIN CLIMATE ZONES 2 THROUGH 7. WE ARE NOW IN THE PEER-REVIEW PHASE, WITH ALL OTHER REQUIRED DOCUMENTATION COMPLETED. OUR NATIONWIDE IMPLEMENTATION OF THESE TOOLS THROUGH HVAC CONTRACTOR NETWORKS HAS ALLOWED US TO ASSESS THE INDIVIDUAL AND COMBINED ENERGY AND HVAC PERFORMANCE EFFECTS OF COMMISSIONING USING THE MEASUREQUICK PLATFORM. ADDITIONALLY, WE HAVE DOCUMENTED AND ASSESSED THE NON-ENERGY-RELATED IMPACTS OF THESE TOOLS. OUR OBJECTIVE HAS BEEN TO REVOLUTIONIZE THE 14 BILLION RESIDENTIAL HVAC SERVICE INDUSTRY BY EMPLOYING CUTTING-EDGE TECHNOLOGY TO ADDRESS THE APPROXIMATELY 70% OF SYSTEMS CURRENTLY OPERATING WITH FAULTS. THE RESEARCH FINDING SHOWED STATISTICALLY SIGNIFICANT AVERAGE SYSTEM PERFORMANCE IMPROVEMENT FOR ALL THREE METRICS ANALYZED FOR TUNE-UP/RETRO-COMMISSIONING WORKFLOW (I.E. 3.3% INCREASE IN TOTAL NORMALIZED CAPACITY, 5.4% INCREASE IN NORMALIZED SENSIBLE CAPACITY, AND 6.2% INCREASE IN ENERGY EFFICIENCY RATIO). ALTHOUGH PREVIOUS ATTEMPTS TO ENHANCE INSTALLATION QUALITY ON A LARGE SCALE HAVE YET TO ACHIEVE WIDESPREAD SUCCESS, INTEGRATING THESE EMERGING SYSTEMS OFFERS NUMEROUS ADVANTAGES TO HVAC CONTRACTORS AND THE MARKET FOR HIGH-PERFORMANCE HVAC SYSTEMS. GA TECH \| DOE ENERGY SHED (Y1) 23-24: FOR DECADES, THE U.S. ENERGY GENERATION, TRANSMISSION, AND DISTRIBUTION MODEL HAS RELIED ON LARGE-SCALE POWER PLANTS BURNING FOSSIL FUELS. HOWEVER, WITH THE RAPID GROWTH OF DISTRIBUTED RENEWABLE TECHNOLOGIES LIKE WIND, SOLAR, HYDROPOWER, AND STORAGE ASSETS, SOUTHFACE ENERGY INSTITUTE (SOUTHFACE) IS WORKING WITH A TEAM AT THE GEORGIA INSTITUTE OF TECHNOLOGY TO REIMAGINE THE PLANNING PARADIGM FOR ELECTRIC POWER INFRASTRUCTURE TO BETTER SUIT COMMUNITY NEEDS. THIS NEW MODEL, CALLED THE GEORGIA ENERGYSHED (G-SHED), WILL ANALYZE VARIOUS ELECTRICITY GENERATION, DISTRIBUTION, AND USAGE SCENARIOS TO INFORM LOCAL POLICY DECISIONS AND IMPLEMENT NEW IDEAS FOR THE 11-COUNTY METRO ATLANTA AREA. FUNDED BY THE U.S. DEPARTMENT OF ENERGY, THIS INITIATIVE IS PART OF A BROADER STRATEGY TO UNDERSTAND LOCAL ENERGY DEMANDS AND CREATE TAILORED SOLUTIONS. THE PROJECT IS LED BY GEORGIA TECH'S STRATEGIC ENERGY INSTITUTE AND ITS ENERGY, POLICY, AND INNOVATION CENTER (EPICENTER), WITH CONTRIBUTIONS FROM THE SCHOOL OF PUBLIC POLICY, THE SCHOOL OF CITY AND REGIONAL PLANNING, AND THE COLLEGE OF ENGINEERING. KEY PARTNERS INCLUDE THE ATLANTA REGIONAL COMMISSION (ARC) AND THE SOUTHFACE ENERGY INSTITUTE. SOUTHFACE PLAYS A CRUCIAL ROLE IN THE COMMUNITY ENGAGEMENT ASPECT OF THE PROJECT. OUR TASKS INCLUDE: 1) GATHERING DEMOGRAPHIC DATA SPECIFIC TO THE ENERGY SHED AREA; 2) PLANNING AND EXECUTING CHARRETTES (COLLABORATIVE PLANNING SESSIONS); AND 3) WORKING WITH INFORMED COMMUNITY MEMBERS TO PROVIDE FEEDBACK ON REGIONAL ENERGY SHED PLANNING MODELS. THIS COMMUNITY- CENTRIC APPROACH AIMS TO ENSURE DIVERSITY, EQUITY, AND INCLUSION IN REGIONAL ENERGY PLANNING AND DECISION-MAKING PROCESSES. THE PROJECT WILL ADDRESS THE ENERGY NEEDS OF UNDERSERVED COMMUNITIES, HELPING TO BALANCE GROWTH AND SHARED PROSPERITY IN THE ATLANTA METROPOLITAN AREA. THE ULTIMATE GOAL IS TO SUPPORT COMMUNITY-INFORMED ENERGY PLANNING AND REINFORCE EFFORTS TO ADDRESS ENERGY AFFORDABILITY AND EQUITABLE ACCESS TO RENEWABLE ENERGY BENEFITS, LEADING TO HEALTHIER AND ECONOMICALLY EMPOWERED COMMUNITIES. KSU \| DOE FOA 0002452 (TOPIC AREA 1): IN COLLABORATION WITH KENNESAW STATE UNIVERSITY AND CLARK ATLANTA UNIVERSITY, SOUTHFACE HAS ESTABLISHED AND NOW OPERATES THE GEORGIA INDUSTRIAL ASSESSMENT CENTER (GEO-IAC), HOUSED AT KENNESAW STATE UNIVERSITY. THIS CENTER, FUNDED BY THE U.S. DEPARTMENT OF ENERGY (DOE), PROVIDES FREE ENERGY AND PRODUCTIVITY ASSESSMENTS TO SMALL AND MEDIUM-SIZED MANUFACTURERS. SINCE ITS LAUNCH IN 2022, THE GEO-IAC HAS ACHIEVED SIGNIFICANT MILESTONES UNDER SOUTHFACE'S ACTIVITIES. THE CENTER HAS COMPLETED 28 COMPREHENSIVE ASSESSMENTS FOR MANUFACTURING FACILITIES, OFFERING 199 RECOMMENDATIONS AIMED AT IMPROVING ENERGY EFFICIENCY AND PRODUCTIVITY. IMPLEMENTING THESE RECOMMENDATIONS HAS LED TO SUBSTANTIAL ENERGY SAVINGS OF 0.59 TRILLION BTU (TBTU) AND COST SAVINGS OF 4.88 MILLION. BEYOND SUPPORTING MANUFACTURERS, GEO-IAC HAS ALSO BEEN INSTRUMENTAL IN EDUCATING AND TRAINING FUTURE PROFESSIONALS, WITH 26 STUDENTS PARTICIPATING IN ITS TRAINING PROGRAMS. SOUTHFACE AND ITS PARTNERS ARE COMMITTED TO ADVANCING ENERGY EFFICIENCY AND PRODUCTIVITY IN THE MANUFACTURING SECTOR, SHOWCASING A STRONG DEDICATION TO BOTH INDUSTRY AND EDUCATION.
FORM 990, PAGE 2, PART III, LINE 4D	ADVOCACY: SOUTHFACE'S GRASSTOPS AND GRASSROOTS ADVOCACY EFFORTS WORK TO ADVANCE ENERGY JUSTICE, GREEN AFFORDABLE HOUSING, AND LOCAL CLIMATE ACTION IN FLORIDA, GEORGIA, AND BEYOND. SUPPLEMENTED BY COMMUNITY ENGAGEMENT SESSIONS, SOUTHFACE AND THE SOUTHERN ALLIANCE FOR CLEAN ENERGY (SACE) JOINTLY INTERVENED IN GEORGIA POWER'S 2022 INTEGRATED RESOURCE PLAN (IRP), PROVIDING EXPERT TESTIMONY ON AFFORDABLE CLEAN ENERGY AND EFFICIENCY PROGRAMS. THEY LATER INTERVENED IN THE UTILITY'S 2022 RATE CASE AND CELEBRATED SEVERAL SUSTAINABILITY WINS. IN 2022, SOUTHFACE'S FIRST FLORIDA ADVOCACY LEAD BEGAN OUTREACH ON THE STATE'S UTILITY REGULATORY PROCESS. FEDERALLY, SOUTHFACE ALSO BEGAN WORKING TO LEVERAGE THE 2022 INFLATION REDUCTION ACT, A HISTORIC INVESTMENT IN CLIMATE SOLUTIONS. SUSTAINABLE COMMUNITIES: SOUTHFACE DELIVERS CUSTOMIZED SUSTAINABLE DEVELOPMENT PLANS TO MUNICIPALITIES, ENGAGING CIVIC LEADERS AND COMMUNITY MEMBERS TO COLLABORATIVELY SET AND REACH CLEAN ENERGY AND EQUITY GOALS. SOUTHFACE FACILITATED COMMUNITY WORKSHOPS, LEAD THE EFFORT, AND IS COMPLETING THE DEKALB COUNTY CLEAN ENERGY PLAN. BOTH THE CITY OF DECATUR CLEAN ENERGY PLAN AS WELL AS THE ATHENS-CLARKE COUNTY CLEAN AND RENEWABLE ENERGY PLAN WERE APPROVED AND ADOPTED BY THEIR RESPECTIVE COMMISSIONS IN 2022. SOUTHFACE ALSO SUPPORTED CLEAN TRANSPORTATION BY CONTINUING TO HOST CLEAN CITIES GEORGIA, ENGAGE IN GEORGIA DRAWDOWN IN CLEAN TRANSPORTATION, AND WORK ON SEVERAL FEDERAL INITIATIVES THAT FOCUS ON CLEAN TRANSPORTATION.
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.
FORM 990, PART XI, LINE 9	GRANT REFUNDS 47,565

For Paperwork Reduction Act Notice, see the Instructions for Form 990 or 990-EZ.

Cat. No. 51056K

Schedule O (Form 990) 2023

Additional Data

Software ID:
Software Version:

		Prior Year	Current Year
8	Contributions and grants (Part VIII, line 1h) .........	5,144,937	5,819,742
9	Program service revenue (Part VIII, line 2g) .........	2,226,366	1,340,321
10	Investment income (Part VIII, column (A), lines 3, 4, and 7d ) ....	128,672	207,760
11	Other revenue (Part VIII, column (A), lines 5, 6d, 8c, 9c, 10c, and 11e)	-19,985	-25,251
12	Total revenue—add lines 8 through 11 (must equal Part VIII, column (A), line 12)	7,479,990	7,342,572
13	Grants and similar amounts paid (Part IX, column (A), lines 1–3 )...	2,285,703	2,174,969
14	Benefits paid to or for members (Part IX, column (A), line 4).....		0
15	Salaries, other compensation, employee benefits (Part IX, column (A), lines 5–10)	2,874,857	3,121,764
16a	Professional fundraising fees (Part IX, column (A), line 11e) .....		0
b	Total fundraising expenses (Part IX, column (D), line 25) 290,103
17	Other expenses (Part IX, column (A), lines 11a–11d, 11f–24e)....	2,620,080	2,574,610
18	Total expenses. Add lines 13–17 (must equal Part IX, column (A), line 25)	7,780,640	7,871,343
19	Revenue less expenses. Subtract line 18 from line 12.......	-300,650	-528,771
		Beginning of Current Year	End of Year
20	Total assets (Part X, line 16).............	8,310,297	9,065,118
21	Total liabilities (Part X, line 26).............	4,688,841	5,790,943
22	Net assets or fund balances. Subtract line 21 from line 20.....	3,621,456	3,274,175

Sign Here

	Signature of officer	Date

	Type or print name and title


4a	(Code: ) (Expenses $ 3,605,424 including grants of $ 2,174,969 ) (Revenue $ 63,053 )
	GOODUSE: THE GOODUSE PROGRAM WAS INTRODUCED AS GRANTS TO GREEN IN 2008. THROUGH THE PROGRAM, SOUTHFACE PROVIDES FINANCIAL AND TECHNICAL ASSISTANCE TO FOOD BANKS, BOYS & GIRLS CLUBS, AND MANY OTHER KINDS OF NONPROFITS TO MAKE COST-SAVING EFFICIENCY AND HEALTH UPGRADES TO THEIR FACILITIES. THE ONGOING SAVINGS ON UTILITY BILLS ALLOW GOODUSE RECIPIENTS TO INVEST MORE FUNDS IN THEIR CORE SERVICES TO THE COMMUNITY. MORE THAN 575 GOODUSE PROJECTS ACROSS 31 STATES HAVE LED TO NONPROFITS CUMULATIVELY SAVING 4 MILLION IN ANNUAL UTILITY COSTS, WITH 47 NEW PROJECTS INITIATED IN 2023 ALONE. ONE HIGHLIGHT OF THE YEAR WAS WORKING WITH THE SALVATION ARMY CENTRAL COMMAND CENTER IN DOWNTOWN, ATLANTA THAT PROVIDES EMERGENCY, TRANSITIONAL AND RECOVERY PROGRAMS THAT EMPOWER PEOPLE OF ALL AGES TO BEGIN THEIR TRANSITION TO STABLE INDEPENDENCE; BY DISCOVERING AND OVERCOMING THE ROOT CAUSES OF THEIR HOMELESSNESS. THE PROGRAM INCLUDES TECHNICAL RESOURCES THROUGHOUT THE PROJECT INCLUDING BIDDING, IMPLEMENTATION, AND COMMISSIONING AS WELL AS ON THE JOB PERSONALIZED TRAINING FOR THE BUILDING OPERATORS, THEREBY INSURING THE NEWLY INSTALLED BUILDING SYSTEMS WILL BE OPTIMIZED AND MAINTAINED PROPERLY. THIS PROGRAM SAVES NONPROFITS AN AVERAGE OF 28% UTILITY COSTS AND CARBON FOOTPRINT REDUCTION. THESE SAVINGS ARE DIRECTED TOWARDS MISSION CRITICAL SERVICES FOR THE COMMUNITIES THEY SERVE.

4b	(Code: ) (Expenses $ 1,599,077 including grants of $ ) (Revenue $ 845,147 )
	TECHNICAL SERVICES: SOUTHFACE HAS A RANGE OF FEE-FOR-SERVICE OFFERINGS FOR RESIDENTIAL AND COMMERCIAL BUILDINGS THAT HELP ADVANCE THEIR MISSION. DESIGN CONSULTING SERVICES EQUIP BUILDING OWNERS AND DEVELOPERS TO ACHIEVE SUSTAINABILITY AND BUILDING PERFORMANCE GOALS BASED ON THE STRUCTURE, SYSTEMS, AND BUDGET FOR A NEW BUILD OR MAJOR RENOVATION PROJECT. CERTIFICATION SERVICES HELP OWNERS AND OPERATORS IDENTIFY AND ACHIEVE THE BEST GREEN CERTIFICATION FOR THEIR BUILDING, WHETHER DEVELOPED BY SOUTHFACE (E.G., EARTHCRAFT, BIT BUILDING) OR A THIRD PARTY (E.G., LEED, LIVING BUILDING CHALLENGE, NGBS, ENERGY STAR). BUILDING ASSESSMENTS PROVIDE A BASELINE FOR AND TRACK THE PROGRESS OF CLIENTS' BUILDING IMPROVEMENTS. THEY INCLUDE AIR TIGHTNESS TESTING, INDOOR AIR QUALITY ASSESSMENTS, THE AMERICAN SOCIETY OF HEATING, REFRIGERATING AND AIR-CONDITIONING ENGINEERS (ASHRAE) ENERGY AUDITS, AND CARBON ASSESSMENTS. CAREER TRAINING ENABLES BUILDING AND CONSTRUCTION WORKERS TO ENTER OR ADVANCE WITHIN THE GREEN WORKFORCE. INSTRUCTOR-LED VIRTUAL AND IN-PERSON COURSES AS WELL AS ON-DEMAND CLASSES TEACH IMPORTANT TRADE SKILLS, PROVIDE CONTINUING EDUCATION UNITS (CEUS), AND EQUIP ATTENDEES TO EARN PROFESSIONAL CREDENTIALS AS HOME ENERGY RATERS, DUCT AND ENVELOPE TIGHTNESS VERIFIERS, AND MORE. IN 2023, SOUTHFACE COURSES IMPACTED 1,367 PEOPLE. EARTHCRAFT IS A BUILDER-FOCUSED TRAINING AND SUSTAINABLE CERTIFICATION PROGRAM THAT WAS CO-DEVELOPED WITH THE GREATER ATLANTA HOME BUILDERS ASSOCIATION TO ADDRESS THE UNIQUE ENVIRONMENTAL CONDITIONS OF THE SOUTHEAST. EARTHCRAFT ENSURES A HIGH LEVEL OF EFFICIENCY, AIR QUALITY, AND DURABILITY FOR RESIDENTIAL AND COMMERCIAL BUILDINGS, INCLUDING AFFORDABLE HOUSING AND BUILDINGS WITH HISTORIC DESIGNATIONS. IN 2023, 3,377 MULTIFAMILY AFFORDABLE HOUSING UNITS, 111 SINGLE-FAMILY HOMES, AND ONE LIGHT COMMERCIAL BUILDING GAINED EARTHCRAFT CERTIFICATION. BIT BUILDING IS SOUTHFACE'S SUSTAINABLE OPERATIONS AND MAINTENANCE PROGRAM. IT HELPS REDUCE ENERGY, WATER, AND WASTE CONSUMPTION OF ANY TYPE OF EXISTING BUILDING OR TENANT-CONTROLLED SPACE (EXCEPT SINGLE-FAMILY RESIDENTIAL) REGARDLESS OF AGE OR CURRENT PERFORMANCE. WITH ACCESSIBLE PRICING AND NO PERFORMANCE THRESHOLDS TO GET STARTED, BIT PROVIDES A PATHWAY TO SUSTAINABILITY FOR BUILDINGS THAT DID NOT HAVE ONE BEFORE.

4c	(Code: ) (Expenses $ 514,533 including grants of $ ) (Revenue $ 107,382 )
	RESEARCH: BUILDING AMERICA \| HVAC AFDD - BP 1 & 2: THE SOUTHFACE RESEARCH TEAM IS CURRENTLY WORKING TO CLOSE OUT THE PROJECT ON THE IMPACT OF RECENTLY DEVELOPED HVAC INSTALLATION VERIFICATION AND MONITORING TOOLS WITHIN CLIMATE ZONES 2 THROUGH 7. WE ARE NOW IN THE PEER-REVIEW PHASE, WITH ALL OTHER REQUIRED DOCUMENTATION COMPLETED. OUR NATIONWIDE IMPLEMENTATION OF THESE TOOLS THROUGH HVAC CONTRACTOR NETWORKS HAS ALLOWED US TO ASSESS THE INDIVIDUAL AND COMBINED ENERGY AND HVAC PERFORMANCE EFFECTS OF COMMISSIONING USING THE MEASUREQUICK PLATFORM. ADDITIONALLY, WE HAVE DOCUMENTED AND ASSESSED THE NON-ENERGY-RELATED IMPACTS OF THESE TOOLS. OUR OBJECTIVE HAS BEEN TO REVOLUTIONIZE THE 14 BILLION RESIDENTIAL HVAC SERVICE INDUSTRY BY EMPLOYING CUTTING-EDGE TECHNOLOGY TO ADDRESS THE APPROXIMATELY 70% OF SYSTEMS CURRENTLY OPERATING WITH FAULTS. THE RESEARCH FINDING SHOWED STATISTICALLY SIGNIFICANT AVERAGE SYSTEM PERFORMANCE IMPROVEMENT FOR ALL THREE METRICS ANALYZED FOR TUNE-UP/RETRO-COMMISSIONING WORKFLOW (I.E. 3.3% INCREASE IN TOTAL NORMALIZED CAPACITY, 5.4% INCREASE IN NORMALIZED SENSIBLE CAPACITY, AND 6.2% INCREASE IN ENERGY EFFICIENCY RATIO). ALTHOUGH PREVIOUS ATTEMPTS TO ENHANCE INSTALLATION QUALITY ON A LARGE SCALE HAVE YET TO ACHIEVE WIDESPREAD SUCCESS, INTEGRATING THESE EMERGING SYSTEMS OFFERS NUMEROUS ADVANTAGES TO HVAC CONTRACTORS AND THE MARKET FOR HIGH-PERFORMANCE HVAC SYSTEMS. GA TECH \| DOE ENERGY SHED (Y1) 23-24: FOR DECADES, THE U.S. ENERGY GENERATION, TRANSMISSION, AND DISTRIBUTION MODEL HAS RELIED ON LARGE-SCALE POWER PLANTS BURNING FOSSIL FUELS. HOWEVER, WITH THE RAPID GROWTH OF DISTRIBUTED RENEWABLE TECHNOLOGIES LIKE WIND, SOLAR, HYDROPOWER, AND STORAGE ASSETS, SOUTHFACE ENERGY INSTITUTE (SOUTHFACE) IS WORKING WITH A TEAM AT THE GEORGIA INSTITUTE OF TECHNOLOGY TO REIMAGINE THE PLANNING PARADIGM FOR ELECTRIC POWER INFRASTRUCTURE TO BETTER SUIT COMMUNITY NEEDS. THIS NEW MODEL, CALLED THE GEORGIA ENERGYSHED (G-SHED), WILL ANALYZE VARIOUS ELECTRICITY GENERATION, DISTRIBUTION, AND USAGE SCENARIOS TO INFORM LOCAL POLICY DECISIONS AND IMPLEMENT NEW IDEAS FOR THE 11-COUNTY METRO ATLANTA AREA. FUNDED BY THE U.S. DEPARTMENT OF ENERGY, THIS INITIATIVE IS PART OF A BROADER STRATEGY TO UNDERSTAND LOCAL ENERGY DEMANDS AND CREATE TAILORED SOLUTIONS. THE PROJECT IS LED BY GEORGIA TECH'S STRATEGIC ENERGY INSTITUTE AND ITS ENERGY, POLICY, AND INNOVATION CENTER (EPICENTER), WITH CONTRIBUTIONS FROM THE SCHOOL OF PUBLIC POLICY, THE SCHOOL OF CITY AND REGIONAL PLANNING, AND THE COLLEGE OF ENGINEERING. KEY PARTNERS INCLUDE THE ATLANTA REGIONAL COMMISSION (ARC) AND THE SOUTHFACE ENERGY INSTITUTE. SOUTHFACE PLAYS A CRUCIAL ROLE IN THE COMMUNITY ENGAGEMENT ASPECT OF THE PROJECT. OUR TASKS INCLUDE: 1) GATHERING DEMOGRAPHIC DATA SPECIFIC TO THE ENERGY SHED AREA; 2) PLANNING AND EXECUTING CHARRETTES (COLLABORATIVE PLANNING SESSIONS); AND 3) WORKING WITH INFORMED COMMUNITY MEMBERS TO PROVIDE FEEDBACK ON REGIONAL ENERGY SHED PLANNING MODELS. THIS COMMUNITY- CENTRIC APPROACH AIMS TO ENSURE DIVERSITY, EQUITY, AND INCLUSION IN REGIONAL ENERGY PLANNING AND DECISION-MAKING PROCESSES. THE PROJECT WILL ADDRESS THE ENERGY NEEDS OF UNDERSERVED COMMUNITIES, HELPING TO BALANCE GROWTH AND SHARED PROSPERITY IN THE ATLANTA METROPOLITAN AREA. THE ULTIMATE GOAL IS TO SUPPORT COMMUNITY-INFORMED ENERGY PLANNING AND REINFORCE EFFORTS TO ADDRESS ENERGY AFFORDABILITY AND EQUITABLE ACCESS TO RENEWABLE ENERGY BENEFITS, LEADING TO HEALTHIER AND ECONOMICALLY EMPOWERED COMMUNITIES. KSU \| DOE FOA 0002452 (TOPIC AREA 1): IN COLLABORATION WITH KENNESAW STATE UNIVERSITY AND CLARK ATLANTA UNIVERSITY, SOUTHFACE HAS ESTABLISHED AND NOW OPERATES THE GEORGIA INDUSTRIAL ASSESSMENT CENTER (GEO-IAC), HOUSED AT KENNESAW STATE UNIVERSITY. THIS CENTER, FUNDED BY THE U.S. DEPARTMENT OF ENERGY (DOE), PROVIDES FREE ENERGY AND PRODUCTIVITY ASSESSMENTS TO SMALL AND MEDIUM-SIZED MANUFACTURERS. SINCE ITS LAUNCH IN 2022, THE GEO-IAC HAS ACHIEVED SIGNIFICANT MILESTONES UNDER SOUTHFACE'S ACTIVITIES. THE CENTER HAS COMPLETED 28 COMPREHENSIVE ASSESSMENTS FOR MANUFACTURING FACILITIES, OFFERING 199 RECOMMENDATIONS AIMED AT IMPROVING ENERGY EFFICIENCY AND PRODUCTIVITY. IMPLEMENTING THESE RECOMMENDATIONS HAS LED TO SUBSTANTIAL ENERGY SAVINGS OF 0.59 TRILLION BTU (TBTU) AND COST SAVINGS OF 4.88 MILLION. BEYOND SUPPORTING MANUFACTURERS, GEO-IAC HAS ALSO BEEN INSTRUMENTAL IN EDUCATING AND TRAINING FUTURE PROFESSIONALS, WITH 26 STUDENTS PARTICIPATING IN ITS TRAINING PROGRAMS. SOUTHFACE AND ITS PARTNERS ARE COMMITTED TO ADVANCING ENERGY EFFICIENCY AND PRODUCTIVITY IN THE MANUFACTURING SECTOR, SHOWCASING A STRONG DEDICATION TO BOTH INDUSTRY AND EDUCATION.

	(Code: ) (Expenses $ 806,614 including grants of $ ) (Revenue $ 324,739 )
	ADVOCACY: SOUTHFACE'S GRASSTOPS AND GRASSROOTS ADVOCACY EFFORTS WORK TO ADVANCE ENERGY JUSTICE, GREEN AFFORDABLE HOUSING, AND LOCAL CLIMATE ACTION IN FLORIDA, GEORGIA, AND BEYOND. SUPPLEMENTED BY COMMUNITY ENGAGEMENT SESSIONS, SOUTHFACE AND THE SOUTHERN ALLIANCE FOR CLEAN ENERGY (SACE) JOINTLY INTERVENED IN GEORGIA POWER'S 2022 INTEGRATED RESOURCE PLAN (IRP), PROVIDING EXPERT TESTIMONY ON AFFORDABLE CLEAN ENERGY AND EFFICIENCY PROGRAMS. THEY LATER INTERVENED IN THE UTILITY'S 2022 RATE CASE AND CELEBRATED SEVERAL SUSTAINABILITY WINS. IN 2022, SOUTHFACE'S FIRST FLORIDA ADVOCACY LEAD BEGAN OUTREACH ON THE STATE'S UTILITY REGULATORY PROCESS. FEDERALLY, SOUTHFACE ALSO BEGAN WORKING TO LEVERAGE THE 2022 INFLATION REDUCTION ACT, A HISTORIC INVESTMENT IN CLIMATE SOLUTIONS. SUSTAINABLE COMMUNITIES: SOUTHFACE DELIVERS CUSTOMIZED SUSTAINABLE DEVELOPMENT PLANS TO MUNICIPALITIES, ENGAGING CIVIC LEADERS AND COMMUNITY MEMBERS TO COLLABORATIVELY SET AND REACH CLEAN ENERGY AND EQUITY GOALS. SOUTHFACE FACILITATED COMMUNITY WORKSHOPS, LEAD THE EFFORT, AND IS COMPLETING THE DEKALB COUNTY CLEAN ENERGY PLAN. BOTH THE CITY OF DECATUR CLEAN ENERGY PLAN AS WELL AS THE ATHENS-CLARKE COUNTY CLEAN AND RENEWABLE ENERGY PLAN WERE APPROVED AND ADOPTED BY THEIR RESPECTIVE COMMISSIONS IN 2022. SOUTHFACE ALSO SUPPORTED CLEAN TRANSPORTATION BY CONTINUING TO HOST CLEAN CITIES GEORGIA, ENGAGE IN GEORGIA DRAWDOWN IN CLEAN TRANSPORTATION, AND WORK ON SEVERAL FEDERAL INITIATIVES THAT FOCUS ON CLEAN TRANSPORTATION.

4d	Other program services (Describe in Schedule O.)
	(Expenses $ 806,614 including grants of $ ) (Revenue $ 324,739 )
4e	Total program service expenses6,525,648

(A) Name and title	(B) Average hours per week (list any hours for related organizations below dotted line)	(C) Position (do not check more than one box, unless person is both an officer and a director/trustee)	(D) Reportable compensation from the organization (W-2/1099-MISC/1099-NEC)	(E) Reportable compensation from related organizations (W-2/1099-MISC/1099-NEC)	(F) Estimated amount of other compensation from the organization and related organizations
(A) Name and title
(18) DENISE QUARLES........................................................................ BOARD MEMBER	1.00 .......................	X	0	0	0
(19) TYRONE RACHAL........................................................................ BOARD CHAIR	1.00 .......................	X	0	0	0
(20) DAVE RADLMANN........................................................................ BOARD MEMBER	1.00 .......................	X	0	0	0
(21) WILL SELLERS........................................................................ SECRETARY	1.00 .......................	X	0	0	0
(22) LIZ YORK........................................................................ VICE CHAIR	1.00 .......................	X	0	0	0

1b	Sub-Total..............
c	Total from continuation sheets to Part VII, Section A..
d	Total (add lines 1b and 1c).........	524,629

1	Briefly describe the organization’s mission or most significant activities: SOUTHFACE INSTITUTE'S MISSION IS TO PROMOTE SUSTAINABLE HOMES, WORKPLACES, AND COMMUNITIES THROUGH EDUCATION, RESEARCH, ADVOCACY, AND TECHNICAL ASSISTANCE. WITH PRACTICAL SOLUTIONS TO SUSTAINABILITY CHALLENGES, SOUTHFACE WORKS TO ACHIEVE THEIR VISION OF A HEALTHY ENVIRONMENT FOR ALL THROUGH THE COMMUNITIES WE BUILD TOGETHER. SINCE 1978, SOUTHFACE HAS COLLABORATED WITH OTHER NONPROFITS, BUSINESSES, BUILDERS, DEVELOPERS, UNIVERSITIES, GOVERNMENT AGENCIES, AND COMMUNITIES TO IMPROVE THE PERFORMANCE OF RESIDENTIAL AND COMMERCIAL STRUCTURES AT EVERY STAGE OF THE BUILDING LIFECYCLE. SOUTHFACE RECOGNIZES THAT CLIMATE CHANGE DISPROPORTIONATELY HARMS PEOPLE OF COLOR AND LOW-INCOME HOUSEHOLDS. TOO OFTEN, SUSTAINABILITY IS LIMITED TO THOSE WHO CAN RELIABLY AFFORD AND ACCESS ENERGY AND OTHER RESOURCES. TO CREATE A MORE EQUITABLE WORLD, SOUTHFACE SEEKS TO EMPOWER PEOPLE-NO MATTER THEIR IDENTITY, BACKGROUND, OR CIRCUMSTANCES-TO INCREASE THEIR HEALTH, WELLBEING, SECURITY, AND RESILIENCY WHILE HEALING
2	Check this box
3	Number of voting members of the governing body (Part VI, line 1a) ........	3	18
4	Number of independent voting members of the governing body (Part VI, line 1b) .....	4	18
5	Total number of individuals employed in calendar year 2023 (Part V, line 2a) ......	5	50
6	Total number of volunteers (estimate if necessary) .............	6	18
7a	Total unrelated business revenue from Part VIII, column (C), line 12 ........	7a	0
b	Net unrelated business taxable income from Form 990-T, Part I, line 11 .........	7b

(A) Name and business address	(B) Description of services	(C) Compensation





2 Total number of independent contractors (including but not limited to those listed above) who received more than $100,000 of compensation from the organization

1a	Federated campaigns..		1a
b	Membership dues..		1b
c	Fundraising events..		1c	151,950
d	Related organizations		1d
e	Government grants (contributions)		1e	537,987

f	All other contributions, gifts, grants, and similar amounts not included above		1f	5,129,805

g	Noncash contributions included in lines 1a - 1f:$		1g

h Total. Add lines 1a-1f.......		5,819,742

		Business Code
2a	PROGRAM REVENUE		1,340,321	1,340,321
b
c
d
e
f	All other program service revenue.
g	Total. Add lines 2a–2f .....		1,340,321

3 Investment income (including dividends, interest, and othersimilar amounts) ......			207,685			207,685
4 Income from investment of tax-exempt bond proceeds
5 Royalties...........
			(i) Real	(ii) Personal
6a	Gross rents	6a
b	Less: rental expenses	6b
c	Rental income or (loss)	6c
d	Net rental income or (loss).......
			(i) Securities	(ii) Other
7a	Gross amount from sales of assets other than inventory	7a	750,225
b	Less: cost or other basis and sales expenses	7b	750,150
c	Gain or (loss)	7c	75
d	Net gain or (loss).........			75	75
8a	Gross income from fundraising events (not including $ 151,950of contributions reported on line 1c). See Part IV, line 18 ....
			8a	12,125
b	Less: direct expenses ...		8b	37,376
c	Net income or (loss) from fundraising events..			-25,251			-25,251
9a	Gross income from gaming activities. See Part IV, line 19 ...
			9a
b	Less: direct expenses ...		9b
c	Net income or (loss) from gaming activities..
10a	Gross sales of inventory, less returns and allowances ..
			10a
b	Less: cost of goods sold ..		10b
c	Net income or (loss) from sales of inventory..

Business Code
11a
b
c
d	All other revenue ....
e	Total. Add lines 11a–11d ......
12	Total revenue. See instructions.....			7,342,572	1,340,396		182,434

1	Grants and other assistance to domestic organizations and domestic governments. See Part IV, line 21 ....	2,174,969	2,174,969
2	Grants and other assistance to domestic individuals. See Part IV, line 22 ...........
3	Grants and other assistance to foreign organizations, foreign governments, and foreign individuals. See Part IV, lines 15 and 16. .............
4	Benefits paid to or for members .......
5	Compensation of current officers, directors, trustees, and key employees ...........	524,629	483,866	12,590	28,173
6	Compensation not included above, to disqualified persons (as defined under section 4958(f)(1)) and persons described in section 4958(c)(3)(B) .........
7	Other salaries and wages........	2,135,687	1,992,898	28,067	114,722
8	Pension plan accruals and contributions (include section 401(k) and 403(b) employer contributions) ....
9	Other employee benefits .......	261,160	240,868	6,268	14,024
10	Payroll taxes ...........	200,288	184,726	4,807	10,755
11	Fees for services (non-employees):
a	Management ......
b	Legal .........
c	Accounting ...........
d	Lobbying ...........
e	Professional fundraising services. See Part IV, line 17
f	Investment management fees ......	9,289		9,289
g	Other (If line 11g amount exceeds 10% of line 25, column (A) amount, list line 11g expenses on Schedule O)	225,416	11,106	214,310
12	Advertising and promotion ....	62,788	59,190		3,598
13	Office expenses .......	13,750	5,335	7,323	1,092
14	Information technology ......
15	Royalties ..
16	Occupancy ...........
17	Travel ............	84,062	48,378	11,730	23,954
18	Payments of travel or entertainment expenses for any federal, state, or local public officials .
19	Conferences, conventions, and meetings ....	23,046		23,046
20	Interest ...........	12,995		12,995
21	Payments to affiliates .......
22	Depreciation, depletion, and amortization ..	190,303		190,303
23	Insurance ...	69,508	32,106	37,402
24	Other expenses. Itemize expenses not covered above (List miscellaneous expenses in line 24e. If line 24e amount exceeds 10% of line 25, column (A) amount, list line 24e expenses on Schedule O.)
a	CONTRACT LABOR	1,139,818	1,052,365	25,971	61,482
b	MISCELLANEOUS	268,565	10,153	258,412
c	FEES, LICENSES & PERMITS	173,559	92,241	81,113	205
d	BAD DEBT	98,879	98,879
e	All other expenses	202,632	38,568	131,966	32,098
25	Total functional expenses. Add lines 1 through 24e	7,871,343	6,525,648	1,055,592	290,103
26	Joint costs. Complete this line only if the organization reported in column (B) joint costs from a combined educational campaign and fundraising solicitation. Check here if following SOP 98-2 (ASC 958-720).

1	Cash–non-interest-bearing ........			1,094,341	1	87,424
2	Savings and temporary cash investments .........			2,252,500	2	4,274,587
3	Pledges and grants receivable, net ......				3
4	Accounts receivable, net .............			1,293,624	4	463,823
5	Loans and other receivables from any current or former officer, director, trustee, key employee, creator or founder, substantial contributor, or 35% controlled entity or family member of any of these persons .......
					5
6	Loans and other receivables from other disqualified persons (as defined under section 4958(f)(1)), and persons described in section 4958(c)(3)(B) ...
					6
7	Notes and loans receivable, net ...........			81,186	7	73,774
8	Inventories for sale or use ............				8
9	Prepaid expenses and deferred charges ......			35,531	9	59,678
10a	Land, buildings, and equipment: cost or other basis. Complete Part VI of Schedule D	10a	5,412,218
b	Less: accumulated depreciation	10b	3,493,881	2,108,636	10c	1,918,337
11	Investments—publicly traded securities .			1,444,479	11	1,649,508
12	Investments—other securities. See Part IV, line 11 .....				12
13	Investments—program-related. See Part IV, line 11 ..				13
14	Intangible assets ...............				14
15	Other assets. See Part IV, line 11 ...........				15	537,987
16	Total assets. Add lines 1 through 15 (must equal line 33)...			8,310,297	16	9,065,118

17	Accounts payable and accrued expenses .....	678,347	17	1,516,488
18	Grants payable ...		18
19	Deferred revenue .........	3,620,161	19	4,030,455
20	Tax-exempt bond liabilities .........		20
21	Escrow or custodial account liability. Complete Part IV of Schedule D		21
22	Loans and other payables to any current or former officer, director, trustee, key employee, creator or founder, substantial contributor, or 35% controlled entity or family member of any of these persons .........
			22
23	Secured mortgages and notes payable to unrelated third parties ..	233,333	23	100,000
24	Unsecured notes and loans payable to unrelated third parties ..		24
25	Other liabilities (including federal income tax, payables to related third parties, and other liabilities not included on lines 17 - 24). Complete Part X of Schedule D	157,000	25	144,000
26	Total liabilities. Add lines 17 through 25..	4,688,841	26	5,790,943

	Organizations that follow FASB ASC 958, check here and complete lines 27, 28, 32, and 33.
27	Net assets without donor restrictions ..........	-1,266,318	27	-2,171,819
28	Net assets with donor restrictions ...........	4,887,774	28	5,445,994
	Organizations that do not follow FASB ASC 958, check here and complete lines 29 through 33.
29	Capital stock or trust principal, or current funds .....		29
30	Paid-in or capital surplus, or land, building or equipment fund ...		30
31	Retained earnings, endowment, accumulated income, or other funds		31
32	Total net assets or fund balances ...........	3,621,456	32	3,274,175
33	Total liabilities and net assets/fund balances ........	8,310,297	33	9,065,118