SOUTHFACE ENERGY INSTITUTE INC (EIN 581357547) - Form 990 Financial Analysis & Trantor Score

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Financial Vulnerability Assessment (Tuckman-Chang)

4 risk indicators measuring financial stability and operational resilience

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Financial Trends

Organization Details

Formation Year

1978

Legal Domicile

Principal Officer

JAMES MARLOW

Phone

4048723549

Tax Period

2023-01-01 to 2023-12-31

SOUTHFACE ENERGY INSTITUTE INC, founded in 1978, is a community nonprofit in the Environment sector that reported $7.3M in total revenue in fiscal year 2023.

Mission

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

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Trantor Score

Financial Health Score (300–850) · Liquidity · Solvency · Sustainability · Efficiency

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Liquidity (40%) • Solvency (30%) • Sustainability (20%) • Efficiency (10%)

Financial Overview (2023)

Revenue Breakdown

Contributions & Grants $5,819,742

Program Service Revenue $1,340,321

Investment Income $207,760

Other Revenue $-25,251

TOTAL REVENUE $7,342,572

Expense Breakdown

Grants Paid $2,174,969

Salaries & Benefits $3,121,764

Fundraising Expenses $290,103

Program Expenses $6,525,648

Other Expenses $2,574,610

TOTAL EXPENSES $7,871,343

Year-over-Year Comparison

	2023	2022	Change
Revenue	$7,342,572	$7,479,990	0.0%
Expenses	$7,871,343	$7,780,640	+0.0%
Net Income	$-528,771	$-300,650	+0.8%

Key Indicators

✓ Grants to Organizations ✗ Grants to Individuals ✗ Lobbying ✗ Political Activity ✗ Foreign Activities ✗ Donor Advised Fund ✓ Schedule B Required

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Financial Health Indicators

Comprehensive financial analysis: Altman Z-Score, liquidity, solvency, sustainability, efficiency, and growth metrics

Financial Distress Indicator

Liquidity & Cash Position

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Altman Z-Score • Liquidity Ratios • Solvency Analysis • Growth Indicators • Efficiency Metrics

Governance

Voting Members

Independent Members

Employees

Volunteers

Governance Policies

✗ Conflict of Interest Policy

✗ Whistleblower Policy

✗ Document Retention Policy

Special Practices & Reported Activities

✗ Operated a School

✗ Operated a Hospital

✗ Provided First Class Travel

✗ Reported Conflict of Interest

✗ Reported Asset Diversion

✗ Excess Benefit Transaction

✗ Made Political Expenditures

✗ Engaged in Lobbying

✗ Operated Donor Advised Fund

✗ Maintained Art Collections

✗ Filed Form 720

Compensation of Officers, Directors & Key Employees

Total Officers

$524,629

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
JAMES MARLOW	PRESIDENT	40.00	Officer	$199,351	$0	$199,351
AMBER WHITTLE	VP DEV, MKT,	40.00	Officer	$120,238	$0	$120,238
LAURA CASE	VP OF GOODUS	40.00	Officer	$103,429	$0	$103,429
HUGH MAGANDE	TECHNICAL PR	40.00	Officer	$101,611	$0	$101,611
EVELYN BOLDEN	BOARD MEMBER	1.00	Director	$0	$0	$0
GEORGE BUCHANAN	BOARD MEMBER	1.00	Director	$0	$0	$0
NEIL DESAI	TREASURER	1.00	Director	$0	$0	$0
KEITH DOUGLAS	BOARD MEMBER	1.00	Director	$0	$0	$0
DYLAN HOWARD	BOARD MEMBER	1.00	Director	$0	$0	$0
RAWSON HAVERTY JR	BOARD MEMBER	1.00	Director	$0	$0	$0
SAM D COOK JR	BOARD MEMBER	1.00	Director	$0	$0	$0
CAROLINE MAHONEY	BOARD MEMBER	1.00	Director	$0	$0	$0
LAURA MARLOW	BOARD MEMBER	1.00	Director	$0	$0	$0
PAULA MCEVOY	BOARD MEMBER	1.00	Director	$0	$0	$0
ELIZABETH MOORE	BOARD MEMBER	1.00	Director	$0	$0	$0
DAVID PAULL	BOARD MEMBER	1.00	Director	$0	$0	$0
CHARLES REITH PHD	BOARD MEMBER	1.00	Director	$0	$0	$0
DENISE QUARLES	BOARD MEMBER	1.00	Director	$0	$0	$0
TYRONE RACHAL	BOARD CHAIR	1.00	Director	$0	$0	$0
DAVE RADLMANN	BOARD MEMBER	1.00	Director	$0	$0	$0
WILL SELLERS	SECRETARY	1.00	Director	$0	$0	$0
LIZ YORK	VICE CHAIR	1.00	Director	$0	$0	$0

Note: Compensation data is self-reported by the organization on their Form 990. "Reportable Comp" includes salary, bonuses, and other reportable compensation from the organization and related organizations. "Other Comp" includes benefits, deferred compensation, and non-taxable benefits.

Historical Data

Year	Revenue	Expenses	Assets	Net Income
2024	No data	No data	No data	No data
2023	$7,342,572	$7,871,343	$9,065,118	$-528,771
2022	$7,479,990	$7,780,640	$8,310,297	$-300,650
2021	$6,315,697	$7,593,484	$9,241,956	$-1,277,787
2020	$7,135,229	$6,651,744	$10,075,863	$483,485
2019	$6,737,446	$6,567,447	$8,309,013	$169,999
2018	$4,811,958	$4,778,210	$6,628,283	$33,748

SOUTHFACE ENERGY INSTITUTE INC