ENERGY FEDERATION INC: Form 990, tax year 2014
View the entire original 990 at ProPublica ↗
- Organization
- ENERGY FEDERATION INC (EIN 04-2790398)
- Tax period
- 2014-07-01 to 2015-06-30
- Filed
- 2016-02-15
- IRS object ID
- 201630479349300123
- Schema version
- 2014v6.0
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2016-02-15T00:00:00-06:00 | ReturnTs |
| Tax Period End | 2015-06-30 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 263752134 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | CBIZ TOFIAS | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 500 BOYLSTON ST | AddressLine1Txt |
| City | BOSTON | CityNm |
| State Abbreviation | MA | StateAbbreviationCd |
| ZIP | 02116 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnTypeCd |
| Tax Period Begin | 2014-07-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 042790398 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | ENERGY FEDERATION INC | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | ENER | BusinessNameControlTxt |
| Phone | 5088702277 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 40 WASHINGTON STREET | AddressLine1Txt |
| City | WESTBOROUGH | CityNm |
| State Abbreviation | MA | StateAbbreviationCd |
| ZIP | 01581 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | BRADLEY STEELE | PersonNm |
| Person Title | PRESIDENT/CEO | PersonTitleTxt |
| Phone | 5088702277 | PhoneNum |
| Signature | 2016-02-09 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | CRAIG KLEIN | PreparerPersonNm |
| PTIN | P00734640 | PTIN |
| Phone | 6177610600 | PhoneNum |
| Preparation | 2016-02-09 | PreparationDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2014 | TaxYr |
| Build TS | 2016-08-17 19:52:53Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Principal Officer | BRADLEY STEELE | PrincipalOfficerNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 40 WASHINGTON STREET | AddressLine1Txt |
| City | WESTBOROUGH | CityNm |
| State Abbreviation | MA | StateAbbreviationCd |
| ZIP | 01581 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | $78,608,117 | GrossReceiptsAmt |
| Group Return For Affiliates | 0 | GroupReturnForAffiliatesInd |
| Organization501c | Yes (X) | Organization501cInd |
| Website Address | WWW.EFI.ORG | WebsiteAddressTxt |
| Type Of Organization Corp | Yes (X) | TypeOfOrganizationCorpInd |
| Formation | 1982 | FormationYr |
| Legal Domicile State | MA | LegalDomicileStateCd |
| Activity Or Mission | WE BELIEVE IT IS ESSENTIAL TO ENCOURAGE ENVIRONMENTALLY BENIGN AND SUSTAINABLE USE OF THE PLANET'S ENERGY AND WATER RESOURCES. THROUGH THE DISTRIBUTION OF RESOURCE-CONSERVING PRODUCTS, DELIVERY OF SERVICES TO UTILITIES AND ENERGY EFFICIENCY PROGRAM PROVIDERS, AND THE PROVISION OF OBJECTIVE, ACCURATE INFORMATION, WE STRIVE TO ASSIST PEOPLE IN THEIR EFFORTS TO USE ENERGY AND WATER EFFICIENTLY. | ActivityOrMissionDesc |
| Voting Members Governing Body | 10 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 8 | VotingMembersIndependentCnt |
| Total Employee | 157 | TotalEmployeeCnt |
| Total Volunteers | 0 | TotalVolunteersCnt |
| Total Gross UBI | $0 | TotalGrossUBIAmt |
| Net Unrelated Bus Txbl Incm | $0 | NetUnrelatedBusTxblIncmAmt |
| PY Contributions Grants | $0 | PYContributionsGrantsAmt |
| CY Contributions Grants | $0 | CYContributionsGrantsAmt |
| PY Program Service Revenue | $6,468,670 | PYProgramServiceRevenueAmt |
| CY Program Service Revenue | $5,978,696 | CYProgramServiceRevenueAmt |
| PY Investment Income | -$87,913 | PYInvestmentIncomeAmt |
| CY Investment Income | $0 | CYInvestmentIncomeAmt |
| PY Other Revenue | $9,826,704 | PYOtherRevenueAmt |
| CY Other Revenue | $11,623,009 | CYOtherRevenueAmt |
| PY Total Revenue | $16,207,461 | PYTotalRevenueAmt |
| CY Total Revenue | $17,601,705 | CYTotalRevenueAmt |
| PY Grants And Similar Paid | $27,000 | PYGrantsAndSimilarPaidAmt |
| CY Grants And Similar Paid | $79,450 | CYGrantsAndSimilarPaidAmt |
| PY Benefits Paid To Members | $0 | PYBenefitsPaidToMembersAmt |
| CY Benefits Paid To Members | $0 | CYBenefitsPaidToMembersAmt |
| PY Salaries Comp Emp Bnft Paid | $9,076,990 | PYSalariesCompEmpBnftPaidAmt |
| CY Salaries Comp Emp Bnft Paid | $9,575,959 | CYSalariesCompEmpBnftPaidAmt |
| PY Total Prof Fndrsng Expns | $0 | PYTotalProfFndrsngExpnsAmt |
| CY Total Prof Fndrsng Expns | $0 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $0 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $6,474,820 | PYOtherExpensesAmt |
| CY Other Expenses | $7,011,188 | CYOtherExpensesAmt |
| PY Total Expenses | $15,578,810 | PYTotalExpensesAmt |
| CY Total Expenses | $16,666,597 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | $628,651 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | $935,108 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $37,952,709 | TotalAssetsBOYAmt |
| Total Assets EOY | $47,532,208 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $27,614,440 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $36,258,831 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | $10,338,269 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $11,273,377 | NetAssetsOrFundBalancesEOYAmt |
| Info In Schedule O Part III | Yes (X) | InfoInScheduleOPartIIIInd |
| Mission | WE BELIEVE IT IS ESSENTIAL TO ENCOURAGE ENVIRONMENTALLY BENIGN AND SUSTAINABLE USE OF THE PLANET'S ENERGY AND WATER RESOURCES. THROUGH THE DISTRIBUTION OF RESOURCE-CONSERVING PRODUCTS, DELIVERY OF SERVICES TO UTILITIES AND ENERGY EFFICIENCY PROGRAM PROVIDERS, AND THE PROVISION OF OBJECTIVE, ACCURATE INFORMATION, WE STRIVE TO ASSIST PEOPLE IN THEIR EFFORTS TO USE ENERGY AND WATER EFFICIENTLY. | MissionDesc |
| Significant New Program Srvc | 0 | SignificantNewProgramSrvcInd |
| Significant Change | 0 | SignificantChangeInd |
| Expense | $8,936,816 | ExpenseAmt |
| Grant | $39,725 | GrantAmt |
| Revenue | $11,623,009 | RevenueAmt |
| Desc | 1) DISTRIBUTION OF ENERGY AND RESOURCE EFFICIENT PRODUCTS AND MATERIALS TO THE WHOLESALE AND CONSUMER MARKETS.ENERGY FEDERATION, INC. (EFI) CONTINUES TO WORK ACTIVELY WITH LOW INCOME WEATHERIZATION ASSISTANCE PROGRAM (WAP) PROVIDERS, AND THE CONTRACTORS THEY UTILIZE, TO PROVIDE THEM WITH A VARIETY OF HIGH QUALITY WEATHERIZATION, VENTILATION AND EFFICIENT LIGHTING PRODUCTS TO RETROFIT HOMES INHABITED BY LOW INCOME FAMILIES. EFI IS THE EXCLUSIVE SUPPLIER OF EFFICIENT LED AND CFL LIGHTING PRODUCTS TO A NETWORK OF COMMUNITY ACTION AGENCY WAP SUB-GRANTEES IN MASSACHUSETTS. LIGHTING MEASURES ARE FUNDED WITH UTILITY RATE BASED SYSTEM BENEFIT CHARGES (SBC) DOLLARS, WHICH ALLOW FEDERAL WAP FUNDS TO STRETCH FURTHER - TO ENABLE MORE LOW-INCOME HOUSEHOLDS TO BE SERVED AND TO ALLOW MORE COMPREHENSIVE WORK TO BE PERFORMED IN THOSE BUILDINGS THE PROGRAM IS ABLE TO SERVE.IN ADDITION TO WORK WITH AGENCIES AND CONTRACTORS PROVIDING WAP SERVICES, EFI CONTINUES TO WORK WITH AN EXTENSIVE UTILITY CLIENT BASE TO PROVIDE PRODUCT FULFILLMENT SERVICES, SOME OF THEM QUITE INNOVATIVE IN NATURE. SEVERAL EXAMPLES FOLLOW:A. SINCE 2012 EFI HAS WORKED WITH ENERGY SERVICE COMPANY PARTNERS AND UTILITY CLIENTS TO DEVELOP A UNIQUE 'SALES CHANNEL' FOR UPSTREAM (UTILITY FUNDED) INCENTIVE PROGRAMS TO PROMOTE ENERGY STAR QUALIFIED LIGHT BULBS. WE HAVE CONVINCED CLIENTS IN MAINE, MISSOURI, GEORGIA, WISCONSIN AND OHIO TO DEVOTE A PORTION OF THEIR SBC FUNDS TO SUPPLY COMPACT FLUORESCENT LAMPS (CFLS) TO FOOD BANKS, WHICH DISTRIBUTE THEM TO LOW INCOME HOUSEHOLDS VIA FOOD PANTRIES WITHIN OUR CLIENTS' SERVICE TERRITORIES. B. EFI HAS DEVELOPED AND MAINTAINS CO-BRANDED WEBSITES WORKING WITH UTILITY CLIENTS AND SEVERAL NON-PROFIT ORGANIZATIONS TO MAKE ENERGY SAVING PRODUCTS AVAILABLE FOR PURCHASE BY THEIR CUSTOMERS OR CONSTITUENTS AT INCENTED OR OTHERWISE DISCOUNTED PRICES. IN 2015 EFI MADE A SIGNIFICANT FINANCIAL INVESTMENT TO UPDATE OUR WEB SERVICES PLATFORM AND MIGRATED NEARLY 50 CO-BRANDED WEBSITES TO A NEW ECOMMERCE PLATFORM. THIS NEW PLATFORM WILL ALLOW FOR IMPROVED FUNCTIONALITY AND THUS A MORE CONVENIENT, SATISFYING CUSTOMER EXPERIENCE. IT ALSO WILL ALLOW US TO PROVIDE MUCH STRONGER EDUCATIONAL CONTENT - PARTICULARLY OF A GRAPHIC AND VIDEO NATURE - SO THAT CUSTOMERS BUYING ENERGY SAVING PRODUCTS FROM US WILL BE MORE INCLINED TO USE THEM IN APPROPRIATE LOCATIONS, OPTIMIZING ENERGY SAVINGS.C. EFI IMPLEMENTED A NUMBER OF INNOVATIVE PROGRAMS IN 2015 TO PROMOTE LED LIGHTING, WHICH IS SIGNIFICANT AS LED LIGHTING HAS TREMENDOUS POTENTIAL TO PROVIDE IMMENSE ELECTRICITY SAVINGS ACROSS ALL SECTORS OF AMERICA'S ECONOMY - RESIDENTIAL, COMMERCIAL AND INDUSTRIAL. ONE NOTEWORTHY INITIATIVE WAS A PROGRAM EFI IMPLEMENTED FOR A LARGE MUNICIPALLY OWNED UTILITY COMPANY, SEATTLE CITY LIGHT (SCL). SCL EMBARKED ON AN AMBITIOUS CAMPAIGN IN 2015 TO CHANGE FROM HEAVILY PROMOTING CFL BULBS TO THEIR CUSTOMERS, TO EXCLUSIVELY PROMOTING AND INCENTIVIZING LED BULBS. EFI DEVELOPED A PROGRAM THAT PROVIDED EACH OF SCL'S 330,000 RESIDENTIAL CUSTOMERS (LIVING WITHIN THE COMPANY'S SERVICE TERRITORY) THE OPPORTUNITY TO ORDER ONE FREE LED GENERAL USE BULB. EFI CREATED A WEB PORTAL TO ALLOW CUSTOMERS TO CONVENIENTLY REQUEST THE FREE BULB BE SENT TO THEM, AND EVENTUALLY EFI FULFILLED 115,000 BULB ORDERS. WE SUBSEQUENTLY SENT INDIVIDUAL EMAILS TO ALL PARTICIPANTS INVITING THEM TO TAKE A SURVEY WHICH GAVE THE CLIENT A TREMENDOUS AMOUNT OF FEEDBACK AND DATA ABOUT THEIR CUSTOMERS' ATTITUDES AND OPINIONS ABOUT LED LIGHTING, AS WELL AS A TREASURE TROVE OF INFORMATION FOR PROGRAM EVALUATORS ABOUT WHERE CUSTOMERS WERE INSTALLING THE BULBS, THE HOURS OF USE, AND THUS THE SAVINGS SCL WAS GENERATING THROUGH THE PROGRAM. CUSTOMERS WHO PARTICIPATED IN THE SAVINGS WERE ALSO GIVEN A UNIQUE ELECTRONIC COUPON (CREATED BY EFI) WHICH THEY COULD TAKE TO AN AREA HOME DEPOT STORE TO BUY ADDITIONAL LED BULBS AT SPECIAL PROMOTIONAL PRICING. D. A CONTINUING IMPORTANT COMPONENT OF EFI'S MISSION IS TO FIND PROMISING, EFFECTIVE NEW ENERGY SAVING PRODUCTS, AND TO DEVISE CREATIVE WAYS, WORKING WITH OUR CUSTOMER AND CLIENT BASE, THAT INCLUDES UTILITIES, STATE ENERGY OFFICES, AND PROGRAM EVALUATORS TO HELP MANUFACTURERS BRING THEM TO MARKET. PRODUCTS AND PRODUCT CATEGORIES EFI HAS BEEN ACTIVELY PROMOTING RECENTLY WHICH WE BELIEVE CAN BE TERMED INNOVATIVE, WITH THE POTENTIAL TO BECOME 'MARKET TRANSFORMATIVE' INCLUDE:I. LED LIGHTING: EFI HAS BEEN WORKING WITH OUR UTILITY CLIENTS, KEY CUSTOMER ACCOUNTS, AND THE U.S. DEPARTMENT OF ENERGY (DOE) AND THE ENVIRONMENTAL PROTECTION AGENCY (EPA) THROUGH THEIR SOLID STATE LIGHTING AND ENERGY STAR PROGRAMS TO ENCOURAGE THE DEVELOPMENT OF THE SSL MARKET, AND TO DEVISE WAYS TO INCORPORATE LED BULBS INTO 'UTILITY' ENERGY EFFICIENCY PROGRAMS. SSL TECHNOLOGY CONTINUES TO BUILD TRACTION AND IMPRESSIVE MOMENTUM IN 2015. EFI SALES OF LED LIGHTING PRODUCTS, AS MEASURED IN DOLLARS, HAVE GROWN FROM LESS THAN 10% OF OUR OVERALL LIGHTING SALES IN 2012 TO MORE THAN 80% OF OUR LIGHTING SALES IN 2015.LED BULBS ARE THE MOST EFFICIENT LIGHT SOURCE AVAILABLE FOR GENERAL HOUSEHOLD USE, HAVE THE LONGEST LIFE, AND UNLIKE THE ALSO ENERGY EFFICIENT CFL BULBS, CONTAIN NO MERCURY AND THUS ARE BELIEVED TO POSE LESS OF AN ENVIRONMENTAL PROBLEM THAN CFLS AT END OF LIFE. (AND, BECAUSE THEIR AVERAGE LIFETIME RANGES FROM 25,000 HOURS TO 50,000 HOURS, WHICH IS ROUGHLY 25X-50X THE LIFETIME OF INCANDESCENT BULBS, AND 2.5X - 8X THE LIFETIME OF CFL BULBS, FAR FEWER LIGHT BULBS WILL BE GOING INTO THE WASTE STREAM IF CONSUMERS AND BUSINESSES ARE CONVINCED TO PURCHASE FOR LED BULBS).II. WIFI 'SMART' THERMOSTATS ARE ANOTHER INNOVATIVE PRODUCT CATEGORY EFI HAS BEEN WORKING DILIGENTLY TO PROMOTE. OUR SUCCESS IN GETTING SMART THERMOSTATS MORE WIDELY ADOPTED HAS NOT MIRRORED THE SUCCESS WE HAVE SEEN IN RECENT YEARS WITH LED LIGHTING, BUT THE MARKET SHARE OF SMART THERMOSTATS AND CONSUMER AWARENESS OF THE PRODUCTS HAS BEEN STEADILY, IF MODESTLY, GROWING. EFI IS WORKING WITH ALL THE MAJOR MANUFACTURERS OF WIFI SMART THERMOSTATS, TRYING TO GET THEIR PRODUCTS SPECIFIED IN MORE UTILITY SBC FUNDED PROGRAMS. THE FIRST SMART THERMOSTAT MANUFACTURER WE WORKED CLOSELY WITH WAS NEST, DOING PILOTS WITH THEIR PRODUCTS IN MASSACHUSETTS, RHODE ISLAND, NEW JERSEY AND CALIFORNIA. MORE RECENTLY WE HAVE STARTED SELLING SMART THERMOSTATS SUPPLIED BY HONEYWELL, ECOBEE, AND BUILDING 36.WIFI THERMOSTATS ARE BEING DISCUSSED AS A LOGICAL DEVICE TO BE THE 'HUB' TO CONNECT VARIOUS DEVICES IN A BUILDING TO MAKE IT A 'SMART' HOME OR 'SMART' BUSINESS. AS THE UTILITY INDUSTRY EVOLVES, AND DEMAND MANAGEMENT STRATEGIES BECOME EQUALLY IF NOT MORE IMPORTANT AS SUPPLY STRATEGIES TO THE FUTURE EVOLUTION OF THE GRID, THE IMPORTANCE OF DEVICES THAT CAN ASSIST CUSTOMERS AND COMPANIES THEY RELY ON TO HELP THEM MANAGE THEIR POWER CONSUMPTION, WILL BE EVER GREATER.III. EFI IS CONTINUING TO BE ONE OF THE COUNTRY'S LARGEST SELLERS OF ADVANCED POWER STRIPS (APS), WHICH IN ESSENCE ARE INTELLIGENT EXTENSION CORDS TO WHICH VARIOUS CONSUMER ELECTRONIC PRODUCTS CAN BE PLUGGED IN. THEY SHUTOFF PERIPHERAL DEVICES SUCH AS DVR PLAYERS AND PRINTERS WHEN 'PRIMARY OR CONTROLLING DEVICES (TELEVISIONS, PC'S) ARE OFF, OR IN SLEEP MODE. THESE ARE REFERRED TO AS 'PHANTOM LOADS,' BECAUSE THEY ARE UNDERSTOOD BY COMPARATIVELY FEW CONSUMERS AND THUS ARE 'INVISIBLE' TO MOST PEOPLE.UNFORTUNATELY, BECAUSE CONSUMERS HAVE LITTLE UNDERSTANDING OF PHANTOM LOADS, IT IS VERY DIFFICULT TO EXPLAIN WHAT APS DEVICES ARE AND HOW THEY WORK - A PROBLEM COMPOUNDED BY THE FACT THAT THEY LOOK JUST LIKE, AND ARE OFTEN CONFUSED WITH, SIMPLE POWER STRIPS. SIMPLE POWER STRIPS ARE MUCH LESS EXPENSIVE THAN APS UNITS, HOWEVER. CONVENTIONAL RETAILERS' BUSINESS MODELS DO NOT LEND THEMSELVES TO SELLING COMPLEX, LOW COST, LOW MARGIN PRODUCTS, SO THE SUPPLIERS OF APS MODELS HAVE FOUND CONVENTIONAL RETAIL SALES CHANNELS TO BE EXTREMELY DIFFICULT TO SELL THEIR PRODUCTS THROUGH. EFI HAS ENJOYED IMPRESSIVE SUCCESS PROMOTING THESE PRODUCTS WITH OUR CUSTOMERS AND NUMEROUS UTILITY CLIENTS. IN 2015 WE BEGAN WORKING MORE WITH A SECOND SUPPLIER OF APS PRODUCTS, AN AUSTRALIAN COMPANY, EMBERTEC. EMBERTEC IS STRONGLY EMPHASIZING WHAT IS REFERRED TO AS A "TIER 2" ADVANCE POWER STRIP DEVICE, WHICH IN THEIR TECHNOLOGY USES AN INFRARED SENSING CONTROL TO ENABLE IT TO RECOGNIZE WHEN A CONSUMER HAS LIKELY FALLEN ASLEEP IN FRONT OF A TELEVISION, OR LEFT A TELEVISION ON WHEN THEY HAVE LEFT A ROOM (FOR AN EXTENDED PERIOD OF TIME). THIS FEATURE HAS LIKELY DOUBLED TO TRIPLED THE ENERGY SAVING POTENTIAL OF THE TECHNOLOGY.IV. EFI HAS LAUNCHED A PILOT PROGRAM IN MAINE USING A HOT WATER SAVING PRODUCT MANUFACTURED BY EVOLVE. EVOLVE MAKES A UNIQUE PRODUCT THAT EMPLOYS A THERMOSTATIC VALVE, INSERTED BETWEEN A SHOWER PIPE ARM AND A SHOWERHEAD, TO SHUT OFF WATER FLOW (TO A TRICKLE) AFTER SOMEONE HAS STARTED A SHOWER, AND THE WATER HAS REACHED THE DESIRED TEMPERATURE (APPROXIMATELY 95 DEGREES F), BUT THE PERSON INTENDING TO HAVE THE SHOWER HAS YET TO ENTER THE SHOWER STALL. ON | Desc |
Prog Srvc Accom Acty2 ProgSrvcAccomActy2Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $6,119,279 | ExpenseAmt |
| Grant | $39,725 | GrantAmt |
| Revenue | $5,978,696 | RevenueAmt |
| Desc | INCENTIVE PROCESSING SERVICES TO SUPPORT THE DEMAND SIDE REDUCTION EFFORTS OF THE UTILITY INDUSTRY AND STATE AND FEDERAL AGENCIES.IN FY'2015 EFI ISSUED MORE THAN $180 MILLION OF INCENTIVE CHECKS ON BEHALF OF THE VARIOUS UTILITY, STATE ENERGY OFFICE, AND NGO CLIENTS. THESE INCENTIVE PAYMENTS WERE MADE TO CONSUMERS AND BUSINESSES TO ENCOURAGE THEM TO INVEST IN ENERGY EFFICIENT PRODUCTS AND MEASURES. EFI HAS CONTINUED TO INVEST IN DEVELOPING A WEB-BASED SOFTWARE PLATFORM THAT MAKES IT EASIER FOR CONSUMERS AND BUSINESSES TO APPLY FOR INCENTIVES ASSOCIATED WITH THE PURCHASE AND INSTALLATION OF ENERGY EFFICIENT PRODUCTS AND MEASURES. AS OF THE END OF FISCAL YEAR 2015 EFI HAD SUCCESSFULLY DEPLOYED THE SOFTWARE FOR NEARLY FIFTY INCENTIVE PROGRAMS WE ARE ADMINISTERING FOR CLIENTS. THE SAVINGS FROM THE PRODUCTS AND MEASURES FOR WHICH EFI ISSUED INCENTIVE/REBATE PAYMENTS ON BEHALF OF CLIENTS WILL PROVIDE SIGNIFICANT BENEFITS TO CONSUMERS AND BUSINESSES IN THE FORM OF LOWER ENERGY BILLS, TO UTILITIES AND SOCIETY IN THE FORM OF A REDUCED NEED TO INVEST IN POWER PLANT DEVELOPMENT AND TO USE SCARCE NATURAL RESOURCES FOR ELECTRICITY GENERATION, TO THE COUNTRY IN THE FORM OF LESS RELIANCE ON NON-INDIGENOUS ENERGY SOURCES, AND TO EVERYONE IN THE FORM OF REDUCED CARBON EMISSIONS. | Desc |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Expenses | $15,056,095 | TotalProgramServiceExpensesAmt |
| Described In Section501c3 | 0 | DescribedInSection501c3Ind |
| Schedule B Required | 0 | ScheduleBRequiredInd |
| Political Campaign Acty | 0 | PoliticalCampaignActyInd |
| Subject To Proxy Tax | 0 | SubjectToProxyTaxInd |
| Donor Advised Fund | 0 | DonorAdvisedFundInd |
| Conservation Easements | 0 | ConservationEasementsInd |
| Collections Of Art | 0 | CollectionsOfArtInd |
| Credit Counseling | 0 | CreditCounselingInd |
| Temp Or Permanent Endowments | 0 | TempOrPermanentEndowmentsInd |
| Report Land Building Equipment | Yes (1) | ReportLandBuildingEquipmentInd |
| Report Investments Other Sec | 0 | ReportInvestmentsOtherSecInd |
| Report Program Related Invst | 0 | ReportProgramRelatedInvstInd |
| Report Other Assets | 0 | ReportOtherAssetsInd |
| Report Other Liabilities | Yes (1) | ReportOtherLiabilitiesInd |
| Include FIN48 Footnote | Yes (1) | IncludeFIN48FootnoteInd |
| Independent Audit Fincl Stmt | Yes (1) | IndependentAuditFinclStmtInd |
| Consolidated Audit Fincl Stmt | 0 | ConsolidatedAuditFinclStmtInd |
| School Operating | 0 | SchoolOperatingInd |
| Foreign Office | 0 | ForeignOfficeInd |
| Foreign Activities | 0 | ForeignActivitiesInd |
| More Than5000 K To Org | 0 | MoreThan5000KToOrgInd |
| More Than5000 K To Individuals | 0 | MoreThan5000KToIndividualsInd |
| Professional Fundraising | 0 | ProfessionalFundraisingInd |
| Fundraising Activities | 0 | FundraisingActivitiesInd |
| Gaming Activities | 0 | GamingActivitiesInd |
| Operate Hospital | 0 | OperateHospitalInd |
| Grants To Organizations | Yes (1) | GrantsToOrganizationsInd |
| Grants To Individuals | 0 | GrantsToIndividualsInd |
| Schedule J Required | Yes (1) | ScheduleJRequiredInd |
| Tax Exempt Bonds | 0 | TaxExemptBondsInd |
| Engaged In Excess Benefit Trans | 0 | EngagedInExcessBenefitTransInd |
| PY Excess Benefit Trans | 0 | PYExcessBenefitTransInd |
| Loan Outstanding | 0 | LoanOutstandingInd |
| Grant To Related Person | 0 | GrantToRelatedPersonInd |
| Business Rln With Org Mem | 0 | BusinessRlnWithOrgMemInd |
| Business Rln With Fam Mem | 0 | BusinessRlnWithFamMemInd |
| Business Rln With Officer Ent | 0 | BusinessRlnWithOfficerEntInd |
| Deductible Non Cash Contri | 0 | DeductibleNonCashContriInd |
| Deductible Art Contribution | 0 | DeductibleArtContributionInd |
| Terminate Operations | 0 | TerminateOperationsInd |
| Partial Liquidation | 0 | PartialLiquidationInd |
| Disregarded Entity | 0 | DisregardedEntityInd |
| Related Entity | 0 | RelatedEntityInd |
| Related Organization Ctrl Ent | 0 | RelatedOrganizationCtrlEntInd |
| Activities Conducted Prtshp | 0 | ActivitiesConductedPrtshpInd |
| Schedule O Required | Yes (1) | ScheduleORequiredInd |
| IRP Document | 32 | IRPDocumentCnt |
| IRP Document W2 G | 0 | IRPDocumentW2GCnt |
| Backup Wthld Compliance | Yes (1) | BackupWthldComplianceInd |
| Employee | 157 | EmployeeCnt |
| Employment Tax Returns Filed | Yes (1) | EmploymentTaxReturnsFiledInd |
| Unrelated Bus Incm Over Limit | 0 | UnrelatedBusIncmOverLimitInd |
| Foreign Financial Account | 0 | ForeignFinancialAccountInd |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTransInd |
| Taxable Party Notification | 0 | TaxablePartyNotificationInd |
| Nondeductible Contributions | 0 | NondeductibleContributionsInd |
| Indoor Tanning Services | 0 | IndoorTanningServicesInd |
| Info In Schedule O Part VI | Yes (X) | InfoInScheduleOPartVIInd |
| Governing Body Voting Members | 10 | GoverningBodyVotingMembersCnt |
| Independent Voting Member | 8 | IndependentVotingMemberCnt |
| Family Or Business Rln | Yes (1) | FamilyOrBusinessRlnInd |
| Delegation Of Mgmt Duties | 0 | DelegationOfMgmtDutiesInd |
| Change To Org Documents | 0 | ChangeToOrgDocumentsInd |
| Material Diversion Or Misuse | 0 | MaterialDiversionOrMisuseInd |
| Members Or Stockholders | Yes (1) | MembersOrStockholdersInd |
| Election Of Board Members | 0 | ElectionOfBoardMembersInd |
| Decisions Subject To Approva | 0 | DecisionsSubjectToApprovaInd |
| Minutes Of Governing Body | Yes (1) | MinutesOfGoverningBodyInd |
| Minutes Of Committees | Yes (1) | MinutesOfCommitteesInd |
| Officer Mailing Address | 0 | OfficerMailingAddressInd |
| Local Chapters | 0 | LocalChaptersInd |
| Form990 Provided To Gvrn Body | Yes (1) | Form990ProvidedToGvrnBodyInd |
| Conflict Of Interest Policy | Yes (1) | ConflictOfInterestPolicyInd |
| Annual Disclosure Covered Prsn | Yes (1) | AnnualDisclosureCoveredPrsnInd |
| Regular Monitoring Enfrc | Yes (1) | RegularMonitoringEnfrcInd |
| Whistleblower Policy | Yes (1) | WhistleblowerPolicyInd |
| Document Retention Policy | 0 | DocumentRetentionPolicyInd |
| Compensation Process CEO | Yes (1) | CompensationProcessCEOInd |
| Compensation Process Other | Yes (1) | CompensationProcessOtherInd |
| Investment In Joint Venture | 0 | InvestmentInJointVentureInd |
| States Where Copy Of Return Is Fld | MA | StatesWhereCopyOfReturnIsFldCd |
| Upon Request | Yes (X) | UponRequestInd |
Books In Care Of Detail BooksInCareOfDetail
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | PINA FICHERA | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 5088702277 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 40 WASHINGTON STREET | AddressLine1Txt |
| City | WESTBOROUGH | CityNm |
| State Abbreviation | MA | StateAbbreviationCd |
| ZIP | 01581 | ZIPCd |
Form990 Part VII Section A Form990PartVIISectionAGrp (20 entries)
| TitleTitleTxt | Average Hours Per WeekAverageHoursPerWeekRt | Individual Trustee Or DirectorIndividualTrusteeOrDirectorInd | Reportable Comp From OrgReportableCompFromOrgAmt | Reportable Comp From Rltd OrgReportableCompFromRltdOrgAmt | Other CompensationOtherCompensationAmt | OfficerOfficerInd | Key EmployeeKeyEmployeeInd | Highest Compensated EmployeeHighestCompensatedEmployeeInd | Former Ofcr Director TrusteeFormerOfcrDirectorTrusteeInd |
|---|---|---|---|---|---|---|---|---|---|
| ADAM PARKER | |||||||||
| DIRECTOR | 1.00 | Yes (X) | $1,500 | $0 | $0 | ||||
| STEVEN FINK | |||||||||
| DIRECTOR | 1.00 | Yes (X) | $1,125 | $0 | $0 | ||||
| PAUL GROMER | |||||||||
| DIRECTOR | 1.00 | Yes (X) | $1,125 | $0 | $0 | ||||
| IRA KREPCHIN | |||||||||
| DIRECTOR | 1.00 | Yes (X) | $1,125 | $0 | $0 | ||||
| WILLIAM STANWOOD | |||||||||
| TREASURER/DIRECTOR | 1.00 | Yes (X) | $1,500 | $0 | $0 | Yes (X) | |||
| ROBERT KING | |||||||||
| VICE-PRESIDENT/DIRECTOR | 1.00 | Yes (X) | $1,125 | $0 | $0 | Yes (X) | |||
| BRADLEY STEELE | |||||||||
| PRESIDENT/CEO | 40.00 | Yes (X) | $190,529 | $0 | $22,386 | Yes (X) | |||
| PINA FICHERA | |||||||||
| CFO/CLERK | 40.00 | Yes (X) | $149,641 | $0 | $21,948 | Yes (X) | |||
| MARY STEWART | |||||||||
| DIRECTOR | 1.00 | Yes (X) | $1,125 | $0 | $0 | ||||
| NANCY NYLEN | |||||||||
| DIRECTOR | 1.00 | Yes (X) | $1,500 | $0 | $0 | ||||
| JOHN O'CONNELL | |||||||||
| VICE-PRESIDENT MARKETING | 40.00 | $237,718 | $0 | $22,214 | Yes (X) | ||||
| PAUL DANEHY | |||||||||
| VICE-PRESIDENT SALES | 40.00 | $236,669 | $0 | $22,204 | Yes (X) | ||||
| TIM BROWN | |||||||||
| CHIEF INFORMATION OFFICER | 40.00 | $197,725 | $0 | $0 | Yes (X) | ||||
| MAHESH SHETH | |||||||||
| CHIEF INFORMATION OFFICER | 40.00 | $156,704 | $0 | $22,222 | Yes (X) | ||||
| PHILIP SCARBRO | |||||||||
| V.P. BUSINESS DEVELOPMENT | 40.00 | $147,699 | $0 | $20,962 | Yes (X) | ||||
| JED CRAWFORD | |||||||||
| OUTSIDE SALES | 40.00 | $184,460 | $0 | $10,295 | Yes (X) | ||||
| MARIE GIANNETTI | |||||||||
| PROGRAMMER/ANALYST | 40.00 | $131,618 | $0 | $9,467 | Yes (X) | ||||
| STEVE PROVOYEUR | |||||||||
| PURCHASING MANAGER | 40.00 | $129,486 | $0 | $9,397 | Yes (X) | ||||
| RICHARD CUNDALL | |||||||||
| DIRECTOR OF LOGISITCS | 40.00 | $116,621 | $0 | $21,568 | Yes (X) | ||||
| JAMES MURPHY | |||||||||
| OUTSIDE SALES | 40.00 | $100,802 | $0 | $13,049 | Yes (X) | ||||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | $1,989,797 | TotalReportableCompFromOrgAmt |
| Tot Reportable Comp Rltd Org | $0 | TotReportableCompRltdOrgAmt |
| Total Other Compensation | $195,712 | TotalOtherCompensationAmt |
| Indiv Rcvd Greater Than100 K | 13 | IndivRcvdGreaterThan100KCnt |
| Former Ofcr Employees Listed | Yes (1) | FormerOfcrEmployeesListedInd |
| Total Comp Greater Than150 K | Yes (1) | TotalCompGreaterThan150KInd |
| Compensation From Other Srcs | 0 | CompensationFromOtherSrcsInd |
Contractor Compensation ContractorCompensationGrp (2 entries)
| Address Line1ContractorAddress/USAddress/AddressLine1Txt | CityContractorAddress/USAddress/CityNm | State AbbreviationContractorAddress/USAddress/StateAbbreviationCd | ZIPContractorAddress/USAddress/ZIPCd | ServicesServicesDesc | CompensationCompensationAmt |
|---|---|---|---|---|---|
| D LAWTON ASSOCIATES | |||||
| 17 FOX HILL DRIVE | NATICK | MA | 01760 | CONSULTING/PROGRAMMING | $729,710 |
| QUEST | |||||
| PO BOX 41039 | SACRAMENTO | CA | 95841 | IT CONSULTING | $536,016 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cntrct Rcvd Greater Than100 K | 2 | CntrctRcvdGreaterThan100KCnt |
Program Service Revenue ProgramServiceRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | SERVICES INCOME | Desc |
| Business | 518210 | BusinessCd |
| Total Revenue Column | $5,978,696 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $5,978,696 | RelatedOrExemptFuncIncomeAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | $5,978,696 | TotalProgramServiceRevenueAmt |
| Gross Sales Of Inventory | $72,629,421 | GrossSalesOfInventoryAmt |
| Cost Of Goods Sold | $61,006,412 | CostOfGoodsSoldAmt |
Net Income Or Loss NetIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $11,623,009 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $11,623,009 | RelatedOrExemptFuncIncomeAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $17,601,705 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $17,601,705 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $0 | UnrelatedBusinessRevenueAmt |
| Exclusion | $0 | ExclusionAmt |
Grants To Domestic Orgs GrantsToDomesticOrgsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $79,450 | TotalAmt |
| Program Services | $79,450 | ProgramServicesAmt |
Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,279,730 | TotalAmt |
| Program Services | $900,799 | ProgramServicesAmt |
| Management And General | $378,931 | ManagementAndGeneralAmt |
Other Salaries And Wages OtherSalariesAndWagesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $6,654,898 | TotalAmt |
| Program Services | $6,128,367 | ProgramServicesAmt |
| Management And General | $526,531 | ManagementAndGeneralAmt |
Other Employee Benefits OtherEmployeeBenefitsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,040,925 | TotalAmt |
| Program Services | $971,061 | ProgramServicesAmt |
| Management And General | $69,864 | ManagementAndGeneralAmt |
Payroll Taxes PayrollTaxesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $600,406 | TotalAmt |
| Program Services | $540,480 | ProgramServicesAmt |
| Management And General | $59,926 | ManagementAndGeneralAmt |
Fees For Services Legal FeesForServicesLegalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $12,021 | TotalAmt |
| Management And General | $12,021 | ManagementAndGeneralAmt |
Fees For Services Accounting FeesForServicesAccountingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $73,396 | TotalAmt |
| Management And General | $73,396 | ManagementAndGeneralAmt |
Fees For Services Other FeesForServicesOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $685,761 | TotalAmt |
| Program Services | $655,744 | ProgramServicesAmt |
| Management And General | $30,017 | ManagementAndGeneralAmt |
Advertising AdvertisingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $253,272 | TotalAmt |
| Program Services | $253,272 | ProgramServicesAmt |
Office Expenses OfficeExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $712,984 | TotalAmt |
| Program Services | $666,559 | ProgramServicesAmt |
| Management And General | $46,425 | ManagementAndGeneralAmt |
Information Technology InformationTechnologyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $2,283,088 | TotalAmt |
| Program Services | $2,118,199 | ProgramServicesAmt |
| Management And General | $164,889 | ManagementAndGeneralAmt |
Occupancy OccupancyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,167,945 | TotalAmt |
| Program Services | $1,122,216 | ProgramServicesAmt |
| Management And General | $45,729 | ManagementAndGeneralAmt |
Travel TravelGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $185,461 | TotalAmt |
| Program Services | $143,844 | ProgramServicesAmt |
| Management And General | $41,617 | ManagementAndGeneralAmt |
Conferences Meetings ConferencesMeetingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $7,574 | TotalAmt |
| Program Services | $7,374 | ProgramServicesAmt |
| Management And General | $200 | ManagementAndGeneralAmt |
Interest InterestGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $269,538 | TotalAmt |
| Program Services | $269,538 | ProgramServicesAmt |
Depreciation Depletion DepreciationDepletionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $441,392 | TotalAmt |
| Program Services | $435,087 | ProgramServicesAmt |
| Management And General | $6,305 | ManagementAndGeneralAmt |
Insurance InsuranceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $145,198 | TotalAmt |
| Program Services | $31,020 | ProgramServicesAmt |
| Management And General | $114,178 | ManagementAndGeneralAmt |
Other Expenses OtherExpensesGrp (4 entries)
| DescDesc | TotalTotalAmt | Program ServicesProgramServicesAmt | Management And GeneralManagementAndGeneralAmt |
|---|---|---|---|
| SUPPLIES | $332,092 | $332,092 | |
| POSTAGE AND SHIPPING | $198,225 | $168,491 | $29,734 |
| BAD DEBT EXPENSE | $152,737 | $152,737 | |
| TELEPHONE | $41,462 | $31,575 | $9,887 |
All Other Expenses AllOtherExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $49,042 | TotalAmt |
| Program Services | $48,190 | ProgramServicesAmt |
| Management And General | $852 | ManagementAndGeneralAmt |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $16,666,597 | TotalAmt |
| Program Services | $15,056,095 | ProgramServicesAmt |
| Management And General | $1,610,502 | ManagementAndGeneralAmt |
| Fundraising | $0 | FundraisingAmt |
Cash Non Interest Bearing CashNonInterestBearingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $5,506,691 | BOYAmt |
| EOY | $4,262,950 | EOYAmt |
Accounts Receivable AccountsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $20,308,018 | BOYAmt |
| EOY | $28,686,474 | EOYAmt |
Inventories For Sale Or Use InventoriesForSaleOrUseGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $9,062,398 | BOYAmt |
| EOY | $10,786,627 | EOYAmt |
Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $202,382 | BOYAmt |
| EOY | $349,160 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Bldg Equip Cost Or Other Bss | $4,132,550 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $1,979,792 | LandBldgEquipAccumDeprecAmt |
Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,039,109 | BOYAmt |
| EOY | $2,152,758 | EOYAmt |
Other Assets Total OtherAssetsTotalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,834,111 | BOYAmt |
| EOY | $1,294,239 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $37,952,709 | BOYAmt |
| EOY | $47,532,208 | EOYAmt |
Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $11,503,199 | BOYAmt |
| EOY | $18,381,275 | EOYAmt |
Deferred Revenue DeferredRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $3,718,901 | BOYAmt |
| EOY | $2,700,434 | EOYAmt |
Mortg Notes Pybl Scrd Invst Prop MortgNotesPyblScrdInvstPropGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $11,512,219 | BOYAmt |
| EOY | $14,714,544 | EOYAmt |
Other Liabilities OtherLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $880,121 | BOYAmt |
| EOY | $462,578 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $27,614,440 | BOYAmt |
| EOY | $36,258,831 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization Follows SFAS117 | Yes (X) | OrganizationFollowsSFAS117Ind |
Unrestricted Net Assets UnrestrictedNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $10,338,269 | BOYAmt |
| EOY | $11,273,377 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $10,338,269 | BOYAmt |
| EOY | $11,273,377 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $37,952,709 | BOYAmt |
| EOY | $47,532,208 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Reconcilation Revenue Expnss | $935,108 | ReconcilationRevenueExpnssAmt |
| Other Changes In Net Assets | $0 | OtherChangesInNetAssetsAmt |
| Method Of Accounting Accrual | Yes (X) | MethodOfAccountingAccrualInd |
| Accountant Compile Or Review | 0 | AccountantCompileOrReviewInd |
| FS Audited | Yes (1) | FSAuditedInd |
FS Audited Basis FSAuditedBasisGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Separate Basis Fincl Stmt | Yes (X) | SeparateBasisFinclStmtInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Audit Committee | Yes (1) | AuditCommitteeInd |
| Federal Grant Audit Required | Yes (1) | FederalGrantAuditRequiredInd |
| Federal Grant Audit Performed | Yes (1) | FederalGrantAuditPerformedInd |
Schedule D IRS990ScheduleD
Leasehold Improvements LeaseholdImprovementsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $279,743 | OtherCostOrOtherBasisAmt |
| Depreciation | $124,215 | DepreciationAmt |
| Book Value | $155,528 | BookValueAmt |
Equipment EquipmentGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $1,833,782 | OtherCostOrOtherBasisAmt |
| Depreciation | $1,148,579 | DepreciationAmt |
| Book Value | $685,203 | BookValueAmt |
Other Land Buildings OtherLandBuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $2,019,025 | OtherCostOrOtherBasisAmt |
| Depreciation | $706,998 | DepreciationAmt |
| Book Value | $1,312,027 | BookValueAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Land Buildings | $2,152,758 | TotalBookValueLandBuildingsAmt |
Other Liabilities Org OtherLiabilitiesOrgGrp (2 entries)
| DescDesc | AmtAmt |
|---|---|
| CUSTOMER DEPOSITS | $457,371 |
| DUE TO RELATED PARTY | $5,207 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Liability | $462,578 | TotalLiabilityAmt |
| Footnote Text | Yes (X) | FootnoteTextInd |
| Total Rev Etc Audited Fincl Stmt | $17,601,705 | TotalRevEtcAuditedFinclStmtAmt |
| Revenue Not Reported | $0 | RevenueNotReportedAmt |
| Revenue Subtotal | $17,601,705 | RevenueSubtotalAmt |
| Revenue Not Reported Fincl Stmt | $0 | RevenueNotReportedFinclStmtAmt |
| Total Revenue Per Form990 | $17,601,705 | TotalRevenuePerForm990Amt |
| Tot Expns Etc Audited Fincl Stmt | $16,666,597 | TotExpnsEtcAuditedFinclStmtAmt |
| Expenses Not Reported | $0 | ExpensesNotReportedAmt |
| Expenses Subtotal | $16,666,597 | ExpensesSubtotalAmt |
| Expenses Not Rpt Fincl Stmt | $0 | ExpensesNotRptFinclStmtAmt |
| Total Expenses Per Form990 | $16,666,597 | TotalExpensesPerForm990Amt |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | PART X, LINE 2: | FormAndLineReferenceDesc |
| Explanation | THE ORGANIZATION ACCOUNTS FOR THE EFFECT OF ANY UNCERTAIN TAX POSITIONS BASED ON A "MORE LIKELY THAN NOT" THRESHOLD TO THE RECOGNITION OF THE TAX POSITIONS BEING SUSTAINED BASED ON THE TECHNICAL MERITS OF THE POSITION UNDER SCRUTINY BY THE APPLICABLE TAXING AUTHORITY. IF A TAX POSITION OR POSITIONS ARE DEEMED TO RESULT IN UNCERTAINTIES OF THOSE POSITIONS, THE UNRECOGNIZED TAX BENEFIT IS ESTIMATED BASED ON A "CUMULATIVE PROBABILITY ASSESSMENT" THAT AGGREGATES THE ESTIMATED TAX LIABILITY FOR ALL UNCERTAIN TAX POSITIONS. THE ORGANIZATION HAS IDENTIFIED ITS TAX STATUS AS A TAX-EXEMPT ENTITY AS ITS ONLY SIGNIFICANT TAX POSITION; HOWEVER, THE ORGANIZATION HAS DETERMINED THAT SUCH TAX POSITION DOES NOT RESULT IN AN UNCERTAINTY REQUIRING RECOGNITION. THE ORGANIZATION IS NOT CURRENTLY UNDER EXAMINATION BY ANY INCOME TAXING JURISDICTIONS. THE ORGANIZATION'S FEDERAL AND STATE TAX RETURNS ARE GENERALLY OPEN FOR EXAMINATION FOR THREE YEARS FOLLOWING THE DATE FILED. | ExplanationTxt |
Schedule I IRS990ScheduleI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Records Maintained | Yes (1) | GrantRecordsMaintainedInd |
Recipient Table RecipientTable (4 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | Recipient EINRecipientEIN | IRC SectionIRCSectionDesc | Cash GrantCashGrantAmt | Purpose Of GrantPurposeOfGrantTxt |
|---|---|---|---|---|---|---|---|
| CENTER FOR ECOLOGICAL TECHNOLOGY | |||||||
| 112 ELM STREET | PITTSFIELD | MA | 01201 | 042611726 | 501 (C)(3) | $35,000 | TO SUPPORT GO GREEN COMMUNITY BASED OUTREACH, JUNIOR SOLAR SPRINT, AND EE TECHNOLOGY WORKSHOPS. |
| HOME PERFORMANCE COALITION | |||||||
| 2107 WILSON BLVD SUITE 850 | ARLINGTON | VA | 22201 | 272422233 | 501 (C)(3) | $25,000 | TO SUPPORT ONGOING INITIATIVE TO REFORM UTILITY COST-EFFECTIVENESS TESTING IN THE U.S. AND ITS EFFORTS TO ESTABLISH BEST PRACTICES FOR THE HOME PERFORMANCE/WEATHERIZATION MARKET |
| WATCH COMMUNITY DEVELOPMENT | |||||||
| 24 CRESCENT ST SUITE 201 | WALTHAM | MA | 02453 | 222918528 | 501 (C)(3) | $10,000 | TO SUPPORT ITS ENERGY EFFICIENCY BARNRAISING PROGRAM |
| WISCONSIN ENVIROMENTAL EDUCATION FOUNDATION | |||||||
| 800 RESERVE ST | STEVENS POINT | WI | 54481 | 202042476 | 501 (C)(3) | $9,450 | TO FUND THE WISCONSIN EFI ENERGY EDUCATOR OF THE YEAR AWARD PROGRAM |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total501c3 Org | 4 | Total501c3OrgCnt |
| Total Other Org | 0 | TotalOtherOrgCnt |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | PART I, LINE 2: | FormAndLineReferenceDesc |
| Explanation | THE ORGANIZATION REQUIRES, AS A CONDITION OF THE GRANT, THAT THE RECIPIENT REPORT BACK ON THE UTILIZATION OF THE FUNDS THAT WERE AWARDED. | ExplanationTxt |
Schedule J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| Compensation Committee | Yes (X) | CompensationCommitteeInd |
| Form990 Of Other Organizations | Yes (X) | Form990OfOtherOrganizationsInd |
| Board Or Committee Approval | Yes (X) | BoardOrCommitteeApprovalInd |
| Severance Payment | Yes (1) | SeverancePaymentInd |
| Supplemental Nonqual Rtr Plan | 0 | SupplementalNonqualRtrPlanInd |
| Equity Based Comp Arrngm | 0 | EquityBasedCompArrngmInd |
| Comp Based On Revenue Of Flng Org | 0 | CompBasedOnRevenueOfFlngOrgInd |
| Comp Bsd On Rev Related Orgs | 0 | CompBsdOnRevRelatedOrgsInd |
| Comp Bsd Net Earns Flng Org | 0 | CompBsdNetEarnsFlngOrgInd |
| Comp Bsd Net Earns Rltd Orgs | 0 | CompBsdNetEarnsRltdOrgsInd |
| Any Non Fixed Payments | Yes (1) | AnyNonFixedPaymentsInd |
| Initial Contract Exception | 0 | InitialContractExceptionInd |
Rltd Org Officer Trst Key Empl RltdOrgOfficerTrstKeyEmplGrp (9 entries)
| TitleTitleTxt | Base Compensation Filing OrgBaseCompensationFilingOrgAmt | Compensation Based On Rltd OrgsCompensationBasedOnRltdOrgsAmt | Bonus Filing OrganizationBonusFilingOrganizationAmount | Bonus Related OrganizationsBonusRelatedOrganizationsAmt | Other Compensation Filing OrgOtherCompensationFilingOrgAmt | Other Compensation Rltd OrgsOtherCompensationRltdOrgsAmt | Deferred Compensation Flng OrgDeferredCompensationFlngOrgAmt | Deferred Comp Rltd OrgsDeferredCompRltdOrgsAmt | Nontaxable Benefits Filing OrgNontaxableBenefitsFilingOrgAmt | Nontaxable Benefits Rltd OrgsNontaxableBenefitsRltdOrgsAmt | Total Compensation Filing OrgTotalCompensationFilingOrgAmt | Total Compensation Rltd OrgsTotalCompensationRltdOrgsAmt | Comp Report Prior990 Filing OrgCompReportPrior990FilingOrgAmt | Comp Report Prior990 Rltd OrgsCompReportPrior990RltdOrgsAmt |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| BRADLEY STEELE | ||||||||||||||
| PRESIDENT/CEO | $176,155 | $0 | $13,140 | $0 | $1,234 | $0 | $2,999 | $0 | $19,387 | $0 | $212,915 | $0 | $0 | $0 |
| PINA FICHERA | ||||||||||||||
| CFO/CLERK | $136,911 | $0 | $12,300 | $0 | $430 | $0 | $2,379 | $0 | $19,569 | $0 | $171,589 | $0 | $0 | $0 |
| JOHN O'CONNELL | ||||||||||||||
| VICE-PRESIDENT MARKETING | $160,714 | $0 | $76,200 | $0 | $804 | $0 | $2,349 | $0 | $19,865 | $0 | $259,932 | $0 | $0 | $0 |
| PAUL DANEHY | ||||||||||||||
| VICE-PRESIDENT SALES | $159,665 | $0 | $76,200 | $0 | $804 | $0 | $2,339 | $0 | $19,865 | $0 | $258,873 | $0 | $0 | $0 |
| TIM BROWN | ||||||||||||||
| CHIEF INFORMATION OFFICER | $81,308 | $0 | $6,300 | $0 | $110,117 | $0 | $0 | $0 | $0 | $0 | $197,725 | $0 | $0 | $0 |
| MAHESH SHETH | ||||||||||||||
| CHIEF INFORMATION OFFICER | $149,259 | $0 | $7,079 | $0 | $366 | $0 | $2,887 | $0 | $19,335 | $0 | $178,926 | $0 | $0 | $0 |
| PHILIP SCARBRO | ||||||||||||||
| V.P. BUSINESS DEVELOPMENT | $136,314 | $0 | $10,955 | $0 | $430 | $0 | $1,575 | $0 | $19,387 | $0 | $168,661 | $0 | $0 | $0 |
| JED CRAWFORD | ||||||||||||||
| OUTSIDE SALES | $180,208 | $0 | $4,200 | $0 | $52 | $0 | $2,883 | $0 | $7,412 | $0 | $194,755 | $0 | $0 | $0 |
| JAMES MURPHY | ||||||||||||||
| OUTSIDE SALES | $61,617 | $0 | $2,100 | $0 | $37,085 | $0 | $91 | $0 | $12,958 | $0 | $113,851 | $0 | $0 | $0 |
Supplemental Information Detail SupplementalInformationDetail (2 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| PART I, LINE 7 | THE BONUSES REFLECTED ON SCHEDULE J, PART II, ARE NON-FIXED. THEY ARE DISCRETIONARY IN NATURE. |
| PART I, LINE 4: | THE ORGANIZATION ENTERED INTO SEVERANCE AGREEMENTS WITH TIM BROWN AND JAMES MURPHY IN FY 14. PAYMENTS REQUIRED BY THE SEVERANCE AGREEMENTS WERE MADE IN CALENDAR YEAR 2014, AS FOLLOWS: TIM BROWN - $95,500; JAMES MURPHY - $35,000. |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (7 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| FORM 990, PART VI, SECTION A, LINE 2 | ADAM PARKER, ROBERT KING AND MARY STEWART ARE ALL EFI DIRECTORS AND EXECUTIVES OF MEMBER ORGANIZATION CONSERVATION SERVICES GROUP, INC. BRADLEY STEELE, EFI'S PRESIDENT AND CEO, IS A DIRECTOR OF CONSERVATION SERVICES GROUP, INC. |
| FORM 990, PART VI, SECTION A, LINE 6 | THE ORGANIZATION HAS THREE MEMBERS (CONSERVATION SERVICES GROUP, INC, CENTER FOR ECOLOGICAL TECHNOLOGY AND VERMONT ENERGY INVESTMENT CORPORATION). |
| FORM 990, PART VI, SECTION B, LINE 11 | THE FORM 990 WAS REVIEWED AND APPROVED BY MANAGEMENT. THE FORM WAS THEN MADE AVAILABLE TO THE GOVERNING BODY VIA A SECURE WEBSITE BEFORE IT WAS FILED. THE ORGANIZATION DISTRIBUTED TO EACH OF ITS GOVERNING BODY MEMBERS A LINK TO A PASSWORD-PROTECTED SECURE WEBSITE ON WHICH THE ENTIRE FORM 990 COULD BE VIEWED, AND INVITED THEM TO REVIEW THE DOCUMENT AND MAKE COMMENTS. |
| FORM 990, PART VI, SECTION B, LINE 12C | OFFICERS, DIRECTORS AND KEY EMPLOYEES ARE COVERED BY THE POLICY AND ARE REQUIRED TO SUBMIT AN ANNUAL DISCLOSURE OF ANY INTERESTS WHICH COULD GIVE RISE TO CONFLICTS. THE COVERED PERSONS ARE ALSO RESPONSIBLE FOR DISCLOSING THROUGHOUT THE YEAR ANY CONFLICT THAT COULD ARISE. WHEN A CONFLICT IS DISCLOSED, THE CONFLICTED PERSON MUST ABSTAIN FROM ANY BOARD VOTE REGARDING THE SPECIFIC ISSUE IF A DIRECTOR; AND ANY BUSINESS DECISION MADE REGARDING THE TRANSACTION IF AN OFFICER OR KEY EMPLOYEE. AREAS SPECIFICALLY EVALUATED FOR CONFLICT ARE PURCHASING (INVENTORY, CONSULTANTS, SERVICE PROVIDERS, OFFICE EQUIPMENT), SPECIAL PRICING ARRANGEMENTS FOR CUSTOMERS/CLIENTS, AND GRANT AWARDS. IF IT IS UNCLEAR WHETHER OR NOT A CONFLICT EXISTS, THE MATTER WILL BE BROUGHT TO COUNSEL FOR ASSISTANCE WITH THE DETERMINATION. |
| FORM 990, PART VI, SECTION B, LINE 15 | THERE IS A COMPENSATION COMMITTEE COMPRISED OF INDEPENDENT BOARD MEMBERS WHO DETERMINE, REVIEW AND APPROVE THE COMPENSATION OF THE PRESIDENT/CEO AND REVIEW AND APPROVE THE COMPENSATION OF OTHER OFFICERS AND SENIOR MANAGEMENT. THE COMPENSATION COMMITTEE RELIES ON COMPARABILITY DATA AND DOCUMENTS ITS DELIBERATIONS AND DECISIONS CONTEMPORANEOUSLY. |
| FORM 990, PART VI, SECTION C, LINE 19 | THE ORGANIZATION MAKES ITS GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY, AND FINANCIAL STATEMENTS AVAILABLE UPON REQUEST. |
| FORM 990, PART VI, SECTION B, LINE 14: | THE ORGANIZATION MAINTAINS AND FOLLOWS A WRITTEN DOCUMENT RETENTION AND DESTRUCTION POLICY. THE ORGANIZATION CHECKED 'NO' TO THIS QUESTION IN ITS FORM 990 BECAUSE THE POLICY HAD NOT BEEN ADOPTED BY THE BOARD OR BY AN AUTHORIZED COMMITTEE OF THE BOARD AS OF JUNE 30, 2015. THE ORGANIZATION'S BOARD PLANS TO FORMALIZE AND APPROVE A DOCUMENT RETENTION AND DESTRUCTION POLICY. |
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