2026-09-09T12:05:23-04:00 2025-12-31 621099059 CRAINE THOMPSON & JONES PC 225 W FIRST NORTH ST MORRISTOWN TN 37814 990 2025-01-01 581620669 SOUTHERN ALLIANCE FOR CLEAN ENERGY SOUT 8656376055 P O BOX 1842 KNOXVILLE TN 37901 STEPHEN SMITH EXECUTIVE DI 8656376055 2026-09-01 true ROY J BYRD EA P00486563 4235867650 2026-09-01 2025 STEPHEN SMITH P O BOX 1842 KNOXVILLE TN 37901 7312553 false X WWW.CLEANENERGY.ORG X 1985 TN THE SOUTHERN ALLIANCE FOR CLEAN ENERGY PROMOTES RESPONSIBLE ENERGY CHOICES TO ENSURE CLEAN, SAFE AND HEALTHY COMMUNITIES THROUGHOUT THE SOUTHEAST. 7 7 23 6 0 4159993 4637465 0 1280509 772658 1879 5440502 5412002 390000 355000 0 2341023 2496239 0 0 972183 1261751 3703206 4112990 1737296 1299012 11035469 11996253 168856 193094 10866613 11803159 X THE SOUTHERN ALLIANCE FOR CLEAN ENERGY PROMOTES RESPONSIBLE ENERGY CHOICES TO ENSURE CLEAN, SAFE AND HEALTHY COMMUNITIES THROUGHOUT THE SOUTHEAST. false false 1401814 106258 1610000 CLIMATE SACE HAS LAUNCHED OUR ENERGY AFFORDABILITY CAMPAIGN WHICH GIVES MEMBERS WAYS TO SPEAK UP TO BRING POWER BILLS DOWN. THE CAMPAIGN LISTS RESOURCES THAT CAN HELP CUSTOMERS UNDERSTAND THEIR BILLS, AND WAYS TO HELP MANAGE COSTS BY CHOOSING CLEANER RENEWABLE ENERGY OPTIONS WHEN POSSIBLE. THERE IS ALSO A FORM TO SEND A MESSAGE TO UTILITIES IN ALL OF OUR STATES, ALONG WITH ELECTED OFFICIALS, CALLING FOR ACCOUNTABILITY AND ENERGY CHOICES THAT WILL LOWER BILLS AND REDUCE CARBON EMISSIONS FROM THE UTILITY SECTOR. SACE'S CLEAN ENERGY GENERATION ALSO CONTINUED TO HOLD MONTHLY CALLS, DISTRIBUTE MONTHLY NEWSLETTERS, AND INVITE OUR MEMBERS FROM AROUND THE REGION TO TAKE ACTION TO SUPPORT CLEAN ENERGY POLICY. THROUGH THE CLEAN ENERGY GENERATION CAMPAIGN, WE HAVE WORKED WITH OUR MEMBERS TO SHARE STORIES AND PERSPECTIVES ABOUT TAKING ACTION FOR CLIMATE AND CLEAN ENERGY AND HAVE SHARED MANY ACTION OPPORTUNITIES SUCH AS PETITIONS, CALL-IN DAYS, AND EVENTS. TO RAISE AWARENESS ABOUT HOW CLEAN ENERGY IMPROVES LIVES, AND TO BUILD BRIDGES ACROSS POLITICAL AND SOCIAL DIFFERENCES HERE IN OUR DIVERSE REGION, SACE AND OUR PARTNERS SSDN AND GENERATION180 CONTINUED CREATING CONTENT FOR ENERGY FOR ALL YALL, A CAMPAIGN HIGHLIGHTING CLEAN ENERGY SUCCESSES, INSPIRING ACTION, AND DEMONSTRATING WHY CLEAN ENERGY IS GOOD FOR COMMUNITIES AND RESIDENTS THROUGHOUT OUR REGION. EFAY HAS ALREADY CREATED AN ARSENAL OF TRUE SUCCESS STORIES SHOWING THAT OUR FAMILIES ARE HEALTHIER, OUR POCKETS ARE FULLER, AND OUR AIR IS CLEANER WHEN WE MAKE THE SWITCH TO RELY ON CLEANER SOURCES OF ENERGY. 1559449 117527 1162396 CLEAN ENERGY SACE PUBLISHED THE 8TH EDITION OF OUR SOLAR IN THE SOUTHEAST REPORT IN OCTOBER 2025. WE ALSO PUBLISHED THE 6TH ANNUAL TRANSPORTATION ELECTRIFICATION IN THE SOUTHEAST IN SEPTEMBER 2025, IN PARTNERSHIP WITH ATLAS PUBLIC POLICY, TO TRACK AND CONTEXTUALIZE THE SOUTHEASTS EV MARKET. THESE ANNUALLY-PUBLISHED REPORTS TRACK MARKET, UTILITY, AND PUBLIC POLICY TRENDS ACROSS THE REGION IMPACTING THE ADVANCEMENT (OR STALLS IN PROGRESS, WHEN APPROPRIATE) OF CLEAN ENERGY. THROUGH THESE ANNUAL REPORTS, SACE RANKS THE PERFORMANCE OF OUR REGION'S UTILITIES IN COMPARISON WITH THEIR REGIONAL AND NATIONAL PEERS. THESE KEY ANNUAL REPORTS PROVE TO BE IMMENSELY VALUABLE TOOLS WHEN WE APPEAR BEFORE UTILITIES AND REGULATORS, AS WELL AS IN OUR ADVOCACY FOR SMART PUBLIC POLICY. THROUGHOUT 2025, SACE CONTINUED OUR "ELECTRIFY THE SOUTH COLLABORATIVE" PROGRAM. WE HOSTED FOUR WEBINARS (APRIL, SEPTEMBER, AND NOVEMBER 2025 & MARCH 2026); AS WELL AS STATE-SPECIFIC IN-PERSON MEETINGS WHICH BOOSTED OVERALL PARTICIPATION SIGNIFICANTLY. 125591 4899 70000 ENERGY EFFICIENCY OUR INTERVENTION INTO THE GEORGIA POWER IRP AND RATE CASE SETTLEMENT RESULTED IN AN INCREASE IN ENERGY EFFICIENCY: GEORGIA POWERS CURRENT EE IS APPROXIMATELY 0.26% OF RETAIL SALES, THE IRP PROPOSES 0.5% OF RETAIL SALES. IN JANUARY 2026, SACE PUBLISHED OUR 7TH EDITION OF THE ENERGY EFFICIENCY IN THE SOUTHEAST REPORT RANKING UTILITY ENERGY EFFICIENCY PORTFOLIOS BASED ON ENERGY SAVED AS A PERCENTAGE OF THE UTILITYS TOTAL ELECTRICITY SOLD IN THE PRIOR YEAR, AND COMPARING TO STATE, REGIONAL, AND NATIONAL AVERAGES. THE PURPOSE OF THIS REPORT IS TO DOCUMENT CURRENT PROGRESS AND TRENDS AT BOTH UTILITY AND STATE LEVELS, AS WELL AS IDENTIFY POLICIES AND PRACTICES TO DRIVE CONTINUED ENERGY EFFICIENCY IN THE SOUTHEAST. THE SOUTHERN ALLIANCE FOR CLEAN ENERGY PROMOTES RESPONSIBLE ENERGY CHOICES TO ENSURE CLEAN, SAFE AND HEALTHY COMMUNITIES THROUGHOUT THE SOUTHEAST. 3086854 true true false true false false false false false false true false false true false true true false false false false false false false false false false true false true false false false false false false false true false false false false false true false false false true 28 0 false 23 true false false false false false false false false false false false false false false X 7 7 false false false false false true false true true false false false true true true true true false false false X JAMES FALL 8656376055 P O BOX 1842 KNOXVILLE TN 37901 STEPHEN SMITH EXECUTIVE DI 40.00 X 242547 29653 37224 GARY A DAVIS BOARD MEMBER 1.00 X 0 0 0 JAMES R BOB FREEMAN BOARD MEMBER 1.00 X 0 0 0 JOHN NOEL BOARD MEMBER 1.00 X 0 0 0 PEARL EVA WALKER BOARD MEMBER 1.00 X 0 0 0 E LEON JACOBS JR PRESIDENT 2.00 X 0 0 0 PATRICIA SAN PEDRO VICE PRESIDE 1.00 X 0 0 0 ENID E SISSKIN SECRETARY 1.00 X 0 0 0 242547 29653 37224 1 false true false 4637465 1908 4637465 194641 194641 2468785 1888614 2154 580171 -2154 578017 578017 11662 9783 1879 1879 5412002 578017 196520 X 355000 355000 239397 239397 2110402 1489941 620461 146440 108366 38074 103591 90262 13329 11500 9596 1904 583001 503028 79973 8372 8372 21440 16615 4825 95367 85234 10133 90404 90404 53376 37394 15982 ADMINISTRATION 142563 129341 13222 WEB/MEDIA 60855 51672 9183 CONTRACT LABOR 41848 40423 1425 MEMBERSHIP/DUES 26452 26281 171 22982 -104068 127050 4112990 3086854 1026136 0 312384 232850 182904 393370 105404 92152 5741 16755 211725 148910 1137579 733123 467479 404456 9032391 10029210 723182 672809 11035469 11996253 168856 193094 168856 193094 X 10837264 11594973 29349 208186 10866613 11803159 11035469 11996253 1299012 -362466 X false true X true false X 4080827 2800899 3955298 4159993 4637465 19634482 4080827 2800899 3955298 4159993 4637465 19634482 12928470 6706012 38230 52944 169199 278949 194641 733963 879 879 20369324 2063735 0.32920 0.37060 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 312944 312944 3706239 4019183 350959 87740 340692 308554 329253 350959 1329458 1994187 336567 267256 316738 312944 1233505 85173 77139 82313 87740 332365 498548 326132 326132 61475 61475 57841 57841 692131 613807 78324 404456 INSTALLMENT RECEIVABLE 620487 INTEREST RECEIVABLE 38977 NOTE RECEIVABLE-SACE ACTION FUND 12945 DEPOSITS SACE 400 672809 X 5412002 5412002 5412002 4112990 4112990 4112990 SCHEDULE D, PAGE 3, PART X THE ORGANIZATION HAS BEEN CLASSIFIED AS AN OTHER-THAN-PRIVATE FOUNDATION AND IS TAX-EXEMPT UNDER SECTION 501(C)(3) OF THE INTERNAL REVENUE CODE. THE ORGANIZATION IS SUBJECT TO A TAX ON INCOME FROM ANY UNRELATED BUSINESS. THE ORGANIZATION HAS ADOPTED THE RECOGNITION REQUIREMENTS FOR UNCERTAIN INCOME TAX POSITIONS AS REQUIRED BY GENERALLY ACCEPTED ACCOUNTING PRINCIPLES, WITH NO CUMULATIVE EFFECT ADJUSTMENT REQUIRED. INCOME TAX BENEFITS ARE RECOGNIZED FOR INCOME TAX POSITIONS TAKEN OR EXPECTED TO BE TAKEN IN A TAX RETURN, ONLY WHEN IT IS DETERMINED THAT THE INCOME TAX POSITION WILL MORE-LIKELY-THAN-NOT BE SUSTAINED UPON EXAMINATION BY TAXING AUTHORITIES. THE ORGANIZATION HAS ANALYZED TAX POSITIONS TAKEN FOR FILING WITH THE INTERNAL REVENUE SERVICE AND ALL STATE JURISDICTIONS WHERE IT OPERATES. THE ORGANIZATION BELIEVES THAT INCOME TAX FILING POSITIONS WILL BE SUSTAINED UPON EXAMINATION AND DOES NOT ANTICIPATE ANY ADJUSTMENTS THAT WOULD RESULT IN A MATERIAL ADVERSE AFFECT ON THE ORGANIZATION'S FINANCIAL CONDITION, RESULTS OF OPERATIONS, OR CASH FLOWS. ACCORDINGLY, THE ORGANIZATION HAS NOT RECORDED ANY RESERVES, OR RELATED ACCRUALS, FOR INTEREST AND PENALTIES FOR UNCERTAIN INCOME TAX POSITIONS AT DECEMBER 31, 2025. THE ORGANIZATION IS SUBJECT TO ROUTINE AUDITS BY TAXING JURISDICTIONS; HOWEVER, THERE ARE CURRENTLY NO AUDITS FOR ANY TAX PERIODS IN PROGRESS. THE ORGANIZATION BELIEVES IT IS NO LONGER SUBJECT TO INCOME TAX EXAMINATIONS FOR YEARS PRIOR TO 2022. THE ORGANIZATION'S POLICY IS TO CLASSIFY INCOME TAX RELATED INTEREST AND PENALTIES IN INTEREST EXPENSE AND OTHER EXPENSES, RESPECTIVELY. true SACE ACTION FUND PO BOX 1842 KNOXVILLE TN 37901 621103006 501(C) 300000 CASH INFLUENCE CLEAN ENER EVHYBRIDNOIRE 400 W PEACHTREE ST ATLANTA GA 30308 832138544 501(C) 20000 CASH INFLUENCE CLEAN ENER 7 DIRECTIONS OF SERVICE PO BOX 1134 HAW RIVER NC 27258 331777226 501(C) 15000 CASH INFLUENCE CLEAN ENER SOUTHEAST SUSTAINABILITY DIRECTORS 500 WESTOVER DR 14973 SANFORD NC 27330 825015863 501(C) 20000 CASH INFLUENCE CLEAN ENER X true false X X false false false false false false false false false STEPHEN SMITH EXECUTIVE DI 239397 3150 29653 37224 8393 279771 29653 TURBO ARROW AVIATION OWNED BY EXEC D 26360 AIR TRANSPORTATION false PEARL WALKER BOARD MEMBER 22000 CONSULTING false SCHEDULE L, PART V IN FEBRUARY 2025, SOUTHERN ALLIANCE FOR CLEAN ENERGY (SACE) ENTERED INTO A ONE YEAR AGREEMENT WITH TURBO ARROW AVIATION, AN LLC WHOSE MEMBERS INCLUDE SACE'S EXECUTIVE DIRECTOR. UNDER THE TERMS OF THE AGREEMENT, TURBO ARROW AVIATION RECEIVES PRIORITY LEASE PAYMENTS OF 1,000 FOR EACH MONTH OF 2025 FOR PRIORITY ACCESS TO TRANSPORT STAFF MEMBERS TO MEETINGS RELATED TO SACE'S EXEMPT PURPOSE THROUGHOUT THE SOUTHEAST. FOR ACTUAL FLIGHT TIME SACE COMPENSATES TURBO ARROW AVIATION AT A RATE OF 295 PER HOUR. AMOUNTS PAID TO TURBO ARROW AVIATION FOR FLIGHTS TOTALED 26,360 AND 29,009 FOR THE YEARS ENDED DECEMBER 31, 2025 AND 2024, RESPECTIVELY. BOARD MEMBER PEARL WALKER IS A PAID CONSULTANT FOR SACE. SHE PROVIDES COMMUNITY ENGAGEMENT CONSULTING SERVICES TO SACE STAFF ON ISSUES AROUND MEMPHIS AND ASSISTS WITH MEMPHIS RELATED SOCIAL MEDIA. SHE ALSO PROVIDES OUTREACH SERVICES BY MONITORING DEVELOPMENTS WITH MLGW AND ATTENDING MLGW BOARD MEETINGS AND FORUMS. SHE SERVES AS A SPOKESPERSON FOR MEMPHIS HAS THE POWER CAMPAIGN VIRTUALLY AND IN PERSON. FINALLY, SHE HELPS WITH STRATEGIC THINKING IN AND AROUND THE MEMPHIS AREA TO INCLUDE COMMUNICATING WITH ELECTED OFFICIALS TO ACQUIRE INFORMATION SURROUNDING CURRENT AND FUTURE POWER SUPPLY. PEARL WALKER WAS PAID 22,000 FOR 2025 AND 24,000 FOR 2024 SERVICES. FORM 990, PAGE 2, PART III, LINE 4A CLIMATE SACE HAS LAUNCHED OUR ENERGY AFFORDABILITY CAMPAIGN WHICH GIVES MEMBERS WAYS TO SPEAK UP TO BRING POWER BILLS DOWN. THE CAMPAIGN LISTS RESOURCES THAT CAN HELP CUSTOMERS UNDERSTAND THEIR BILLS, AND WAYS TO HELP MANAGE COSTS BY CHOOSING CLEANER RENEWABLE ENERGY OPTIONS WHEN POSSIBLE. THERE IS ALSO A FORM TO SEND A MESSAGE TO UTILITIES IN ALL OF OUR STATES, ALONG WITH ELECTED OFFICIALS, CALLING FOR ACCOUNTABILITY AND ENERGY CHOICES THAT WILL LOWER BILLS AND REDUCE CARBON EMISSIONS FROM THE UTILITY SECTOR. SACE'S CLEAN ENERGY GENERATION ALSO CONTINUED TO HOLD MONTHLY CALLS, DISTRIBUTE MONTHLY NEWSLETTERS, AND INVITE OUR MEMBERS FROM AROUND THE REGION TO TAKE ACTION TO SUPPORT CLEAN ENERGY POLICY. THROUGH THE CLEAN ENERGY GENERATION CAMPAIGN, WE HAVE WORKED WITH OUR MEMBERS TO SHARE STORIES AND PERSPECTIVES ABOUT TAKING ACTION FOR CLIMATE AND CLEAN ENERGY AND HAVE SHARED MANY ACTION OPPORTUNITIES SUCH AS PETITIONS, CALL-IN DAYS, AND EVENTS. TO RAISE AWARENESS ABOUT HOW CLEAN ENERGY IMPROVES LIVES, AND TO BUILD BRIDGES ACROSS POLITICAL AND SOCIAL DIFFERENCES HERE IN OUR DIVERSE REGION, SACE AND OUR PARTNERS SSDN AND GENERATION180 CONTINUED CREATING CONTENT FOR ENERGY FOR ALL YALL, A CAMPAIGN HIGHLIGHTING CLEAN ENERGY SUCCESSES, INSPIRING ACTION, AND DEMONSTRATING WHY CLEAN ENERGY IS GOOD FOR COMMUNITIES AND RESIDENTS THROUGHOUT OUR REGION. EFAY HAS ALREADY CREATED AN ARSENAL OF TRUE SUCCESS STORIES SHOWING THAT OUR FAMILIES ARE HEALTHIER, OUR POCKETS ARE FULLER, AND OUR AIR IS CLEANER WHEN WE MAKE THE SWITCH TO RELY ON CLEANER SOURCES OF ENERGY. FORM 990, PAGE 2, PART III, LINE 4B CLEAN ENERGY SACE PUBLISHED THE 8TH EDITION OF OUR SOLAR IN THE SOUTHEAST REPORT IN OCTOBER 2025. WE ALSO PUBLISHED THE 6TH ANNUAL TRANSPORTATION ELECTRIFICATION IN THE SOUTHEAST IN SEPTEMBER 2025, IN PARTNERSHIP WITH ATLAS PUBLIC POLICY, TO TRACK AND CONTEXTUALIZE THE SOUTHEASTS EV MARKET. THESE ANNUALLY-PUBLISHED REPORTS TRACK MARKET, UTILITY, AND PUBLIC POLICY TRENDS ACROSS THE REGION IMPACTING THE ADVANCEMENT (OR STALLS IN PROGRESS, WHEN APPROPRIATE) OF CLEAN ENERGY. THROUGH THESE ANNUAL REPORTS, SACE RANKS THE PERFORMANCE OF OUR REGION'S UTILITIES IN COMPARISON WITH THEIR REGIONAL AND NATIONAL PEERS. THESE KEY ANNUAL REPORTS PROVE TO BE IMMENSELY VALUABLE TOOLS WHEN WE APPEAR BEFORE UTILITIES AND REGULATORS, AS WELL AS IN OUR ADVOCACY FOR SMART PUBLIC POLICY. THROUGHOUT 2025, SACE CONTINUED OUR "ELECTRIFY THE SOUTH COLLABORATIVE" PROGRAM. WE HOSTED FOUR WEBINARS (APRIL, SEPTEMBER, AND NOVEMBER 2025 & MARCH 2026); AS WELL AS STATE-SPECIFIC IN-PERSON MEETINGS WHICH BOOSTED OVERALL PARTICIPATION SIGNIFICANTLY. FORM 990, PAGE 2, PART III, LINE 4C ENERGY EFFICIENCY OUR INTERVENTION INTO THE GEORGIA POWER IRP AND RATE CASE SETTLEMENT RESULTED IN AN INCREASE IN ENERGY EFFICIENCY: GEORGIA POWERS CURRENT EE IS APPROXIMATELY 0.26% OF RETAIL SALES, THE IRP PROPOSES 0.5% OF RETAIL SALES. IN JANUARY 2026, SACE PUBLISHED OUR 7TH EDITION OF THE ENERGY EFFICIENCY IN THE SOUTHEAST REPORT RANKING UTILITY ENERGY EFFICIENCY PORTFOLIOS BASED ON ENERGY SAVED AS A PERCENTAGE OF THE UTILITYS TOTAL ELECTRICITY SOLD IN THE PRIOR YEAR, AND COMPARING TO STATE, REGIONAL, AND NATIONAL AVERAGES. THE PURPOSE OF THIS REPORT IS TO DOCUMENT CURRENT PROGRESS AND TRENDS AT BOTH UTILITY AND STATE LEVELS, AS WELL AS IDENTIFY POLICIES AND PRACTICES TO DRIVE CONTINUED ENERGY EFFICIENCY IN THE SOUTHEAST. FORM 990, PAGE 2, PART III, LINE 4D THE SOUTHERN ALLIANCE FOR CLEAN ENERGY PROMOTES RESPONSIBLE ENERGY CHOICES TO ENSURE CLEAN, SAFE AND HEALTHY COMMUNITIES THROUGHOUT THE SOUTHEAST. FORM 990, PAGE 6, PART VI, LINE 7A YES FORM 990, PAGE 6, PART VI, LINE 10B POLICIES FOR BRANCH OFFICES SAME FOR KNOXVILLE OFFICE. FORM 990, PAGE 6, PART VI, LINE 11B THE FORM 990 IS PRESENTED TO THE BOARD AND REVIEWED BEFORE FILING. FORM 990, PAGE 6, PART VI, LINE 12C NO EMPLOYEE OF SACE SHALL MAINTAIN AN OUTSIDE BUSINESS OR FINANCIAL INTEREST, OR ENGAGE IN ANY OUTSIDE BUSINESS OR FINANCIAL ACTIVITY, WHICH CONFLICTS WITH THE INTEREST OF THE ORGANIZATION, OR WHICH INTERFERES WITH HIS OR HER ABILITY TO FULLY PERFORM JOB RESPONSIBILITIES. VIOLATION OF THIS POLICY WILL RESULT IN IMMEDIATE DISMISSAL. FORM 990, PAGE 6, PART VI, LINE 19 DOCUMENTS ARE AVAILABLE UPON REQUEST. FORM 990, PART IX, LINE 11G CONSULTING 503,028 79,973 0 SOUTHERN ALLIANCE FOR CLEAN ENERGY ACTION FUND PO BOX 1842 KNOXVILLE TN 37901 621103006 EDUCATION TN 501C4 N/A false false true false false false false false false false false false false false false false false false false false SOUTHERN ALLIANCE FOR CLEAN ENERGY B 300000 CASH