2013-08-14T15:51:36-05:00 2012-12-31 263753134 CBIZ TOFIAS 500 BOYLSTON STREET BOSTON MA 02116 990 2012-01-01 222547170 CONSERVATION SERVICES GROUP INC CONS 5088369500 50 WASHINGTON STREET WESTBOROUGH MA 01581 JOHN J SHEEHAN III 5088369500 2013-08-14 1 CRAIG KLEIN P00734640 6177610600 2012 2016-02-25 16:41:14Z STEPHEN COWELL 50 WASHINGTON STREET WESTBOROUGH MA 01581 117399619 0 X WWW.CSGRP.COM X 1984 MA THE ORGANIZATION PROMOTES ENERGY EFFICIENCY AND THE DEVELOPMENT OF RENEWABLE RESOURCES TO PROTECT THE ENVIRONMENT, MAKE HOMES AND BUILDINGS SAFER AND CREATE A PROFITABLE, SUSTAINABLE INDUSTRY FOCUSED ON THE WISE USE OF ENERGY, THEREBY CONTRIBUTING TO BUILDING A MORE EFFECTIVE AND EFFICIENT ECONOMY OVERALL. 9 6 1016 0 0 0 119482507 117319227 3174385 80392 -29494 -114521 0 0 122627398 117285098 0 0 0 0 56965067 62900090 0 0 0 64232348 54168838 121197415 117068928 1429983 216170 49186995 45835366 23424658 19856859 25762337 25978507 X THE ORGANIZATION PROMOTES ENERGY EFFICIENCY AND THE DEVELOPMENT OF RENEWABLE RESOURCES TO PROTECT THE ENVIRONMENT, MAKE HOMES AND BUILDINGS SAFER AND CREATE A PROFITABLE, SUSTAINABLE INDUSTRY FOCUSED ON THE WISE USE OF ENERGY, THEREBY CONTRIBUTING TO BUILDING A MORE EFFECTIVE AND EFFICIENT ECONOMY OVERALL. 0 0 20084562 80392 PROGRAM 2200 RESIDENTIAL CONSERVATION SERVICETHE RESIDENTIAL CONSERVATION SERVICE PROVIDES ENERGY AUDITS TO RETAIL ELECTRIC UTILITY CUSTOMERS AND INSTALLS UTILITY FUNDED ENERGY CONSERVATION MEASURES SUCH AS CFL'S, THERMOSTATS, ETC. OTHER ACTIVITIES INCLUDE OUTREACH TO ELECTRIC UTILITY CUSTOMERS AND EDUCATION OF SUCH CUSTOMERS REGARDING ENERGY EFFICIENCY. 10673658 PROGRAM 3200 NE MULTIFAMILYTHE NE MULTIFAMILY PROGRAM PERFORMS AUDITS AND INSTALLS ENERGY CONSERVATION MEASURES (PRIMARILY LIGHTING FIXTURES AND CFL'S) FOR MULTIFAMILY DWELLINGS - WHICH INCLUDE RENTAL UNITS AND CONDOMINIUM COMPLEXES. 9452740 PROGRAM 2450 ETO HOME ENERGYTHE OBJECTIVE OF THIS PROGRAM, WHICH IS CONTRACTED THROUGH THE ENERGY TRUST OF OREGON, IS TO PROMOTE ENERGY EFFICIENCY TO EXISTING HOMES THROUGH OUTREACH, EDUCATION AND AWARENESS. THIS PROGRAM, WHICH FOCUSES ON CONSERVATION MEASURES FOR ELECTRICITY AND GAS CUSTOMERS, REQUIRES CSG TO PROVIDE PROGRAM MANAGEMENT SERVICES, TO PROVIDE HOME ENERGY AUDITS AND INSTALLATION OF ENERGY CONSERVATION MEASURES. 6498869 PROGRAM 3310 TVATHE OBJECTIVE OF THIS PROGRAM IS TO ASSIST TVA IN THE DEVELOPMENT AND IMPLEMENTATION OF RESIDENTIAL ENERGY EFFICIENCY PRODUCT AND SERVICE OFFERINGS. SPECIFICALLY, ENERGY EFFICIENCY AND DEMAND RESPONSE MANAGERS TO TAILOR PRODUCTS AND SERVICES TO MEET THE NEEDS OF TENNESSEE VALLEY CONSUMERS AND DISTRIBUTORS OF TVA POWER. 53371584 ALL OTHER PROGRAMS INCLUDING HVAC, APPLIANCE RECYCLING, MULTIFAMILY, CEM, RESIDENTIAL, NEW CONSTRUCTION AND MISCELLANEOUS. 59870453 100081413 1 1 0 1 0 0 0 0 0 0 1 0 0 0 1 1 1 0 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 1 1 0 0 0 0 0 1 1 0 0 0 1 799 0 1 1016 1 0 0 0 0 0 0 0 0 0 0 X 9 6 0 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 1 1 0 CA IL MA NH NY OR AL X JOHN J SHEEHAN III 5088369500 50 WASHINGTON ST WESTBOROUGH MA 01581 STEPHEN COWELL 50.00 X X 303365 0 22895 MARK DYEN 50.00 X X 243484 0 21343 BRADLEY STEELE 1.00 X 2500 0 0 STEVEN GAG 1.00 X 2500 0 0 MARY BETH GENTLEMAN 1.00 X 2500 0 0 BRIAN CASTELLI 1.00 X 2500 0 0 MARK FARBER 1.00 X 2500 0 0 NED LAMONT 1.00 X 1500 0 0 HARVEY MICHAELS 1.00 X 1500 0 0 TINA BENNETT 50.00 X 204950 0 20085 ALEXANDER CROSETT III 50.00 X 22822 0 1338 ADAM PARKER 50.00 X 246593 0 17392 ROBERT KING 50.00 X 243324 0 22862 MARY EDDY STEWART 50.00 X 241402 0 21918 JOHN J SHEEHAN III 50.00 X 214087 0 20410 MICHAEL DIETER 50.00 X 117891 0 1510 ROBERT ECKEL 50.00 X 185740 0 21948 ROBERT TEAL SR 50.00 X 187624 0 20449 ANDREW FISK 50.00 X 196089 0 20591 VANESSA RICHTER 50.00 X 162960 0 19389 MAUREEN HUFFAM 50.00 X 185494 0 6058 CYNTHIA JOHNSON 50.00 X 183346 0 5496 PATRICIA STANTON 50.00 X 175607 0 7422 SHEILA DALY 50.00 X 195594 0 9515 KEVIN FARRELL 50.00 X 149020 0 19838 CHRISTI ROBINSON 50.00 X 188615 0 5715 LISA LUDWIG 50.00 X 178122 0 2717 WANDA REINDORF 50.00 X 234145 0 0 4075774 0 288891 75 1 1 0 ENERGY MASTER 8033 UNIVERSITY BLVD CLIVE IA 50325 CONTRACTOR 2290027 PC RICHARD & SON BUILDERS DIVISION PO BOX 9112 FARMINGDALE NY 117359122 CONTRACTOR 1131018 WEATHERIZATION MCLAUGHLIN 12 TWIN OAKS RD READING MA 01867 RESIDENTIAL CONST. CONTRACTOR 1124882 DANIELS ELECTRIC COMPANY LLC 109 SCHOOL STREET GROVELAND MA 01834 RESIDENTIAL CONST. CONTRACTOR 943994 KOUSMA BUILDERS PO BOX 437 WILLARD OH 44890 CONTRACTOR 789102 74 24849941 92469286 117319227 HOMEOWNER FEES 900099 80392 80392 80392 114521 -114521 -114521 -114521 117285098 80392 0 -114521 3779759 3779759 48292089 40861735 7430354 634838 495174 139664 5957769 5482833 474936 4235635 3303795 931840 117565 117565 162333 162333 78438 78438 247621 117956 129665 5560184 5520393 39791 767810 588914 178896 497870 138317 359553 3863436 3123975 739461 3783025 3328020 455005 137392 86548 50844 183075 183075 3734493 3181375 553118 239239 232380 6859 CONTRACTORS 20774743 20587467 187276 SUPPLIES 8847547 8823343 24204 TELEPHONE 1991172 1527747 463425 TRAINING 744769 666992 77777 2438126 2014449 423677 117068928 100081413 16987515 0 6100 6400 850746 689802 35709248 35148942 824562 711374 1670142 1805477 15055475 9461776 8388626 5593699 750000 750000 987571 1129672 49186995 45835366 13438445 13718117 9986213 6138742 23424658 19856859 X 25762337 25978507 25762337 25978507 49186995 45835366 216170 0 X 0 1 X 1 1 1 X 56981958 78635572 91162914 119482507 117319227 463582178 5111013 9011178 12048675 3174385 80392 29425643 62092971 87646750 103211589 122656892 117399619 493007821 31256494 45860080 42213486 63806338 58656767 241793165 0 31256494 45860080 42213486 63806338 58656767 241793165 251214656 26299 103 26402 26299 103 26402 4621 4621 62119270 87651371 103211692 122656892 117399619 493038844 0.50950 0.51560 0.00010 0.00010 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 0 1 0 1 2400 0 0 1 45100 1 30720 1 218 78438 0 EXPLANATION OF LOBBYING ACTIVITIES: PART II-B, LINE 1: CSG CONDUCTS MINIMAL LOBBYING ACTIVITIES TO PROMOTE LEGISLATION AND POLICY AS IT RELATES TO ENERGY CONSERVATION. OTHER ACTIVITIES REPORTED ON LINE 1(I) INCLUDE MEMBERSHIPS, PARTICIPATION IN THE PROCESS OF DRAFTING PROPOSED LEGISLATION AND INCREASING PUBLIC AWARENESS OF LEGISLATIVE INITIATIVES RELATING TO ENERGY CONSERVATION. 781220 419666 361554 3318329 2815511 502818 10955926 6226599 4729327 5593699 LINE OF CREDIT 4481773 CUSTOMER DEPOSITS 1410247 DEFERRED GAIN ON SALE 246722 6138742 X 117399619 114521 114521 117285098 0 117285098 117183449 114521 114521 117068928 0 117068928 DESCRIPTION OF UNCERTAIN TAX POSITIONS UNDER FIN 48: PART X, LINE 2: CSG 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. INTEREST AND PENALTIES ASSESSED, IF ANY, ARE ACCRUED AS INCOME TAX EXPENSE. CSG HAS IDENTIFIED ITS TAX STATUS AS A TAX-EXEMPT ENTITY AS A TAX POSITION; HOWEVER, CSG HAS DETERMINED THAT SUCH TAX POSITION DOES NOT RESULT IN AN UNCERTAINTY REQUIRING RECOGNITION. IN ADDITION TO ITS TAX STATUS, CSG HAS OTHER TAX POSITIONS THAT HAVE BEEN DETERMINED TO BE HIGHLY CERTAIN AND, THEREFORE, NO RESERVE FOR UNRECOGNIZED TAX LIABILITY IS DEEMED NECESSARY. CSG IS NOT CURRENTLY UNDER EXAMINATION BY ANY TAXING JURISDICTION. ITS FEDERAL AND STATE INCOME TAX RETURNS ARE GENERALLY OPEN FOR EXAMINATION FOR THE PAST 3 YEARS. PART XI, LINE 2D - OTHER ADJUSTMENTS: LOSS ON SALE OF ASSET 114,521. PART XII, LINE 2D - OTHER ADJUSTMENTS: LOSS ON SALE OF ASSET 114,521. X X 1 0 0 0 0 0 0 1 0 STEPHEN COWELL 233462 0 69507 0 396 0 4000 0 18895 0 326260 0 0 0 MARK DYEN 195583 0 47505 0 396 0 3948 0 17395 0 264827 0 0 0 TINA BENNETT 197860 0 7000 0 90 0 2490 0 17595 0 225035 0 0 0 ADAM PARKER 195947 0 50388 0 258 0 0 0 17392 0 263985 0 0 0 ROBERT KING 193710 0 49218 0 396 0 3967 0 18895 0 266186 0 0 0 MARY EDDY STEWART 191604 0 49540 0 258 0 3026 0 18892 0 263320 0 0 0 JOHN J SHEEHAN III 178872 0 34957 0 258 0 3018 0 17392 0 234497 0 0 0 ROBERT ECKEL 151602 0 34000 0 138 0 3053 0 18895 0 207688 0 0 0 ROBERT TEAL SR 157366 0 30000 0 258 0 3057 0 17392 0 208073 0 0 0 ANDREW FISK 163029 0 33000 0 60 0 3196 0 17395 0 216680 0 0 0 VANESSA RICHTER 137906 0 25000 0 54 0 1997 0 17392 0 182349 0 0 0 MAUREEN HUFFAM 154223 0 31013 0 258 0 2976 0 3082 0 191552 0 0 0 CYNTHIA JOHNSON 166588 0 16500 0 258 0 2414 0 3082 0 188842 0 0 0 PATRICIA STANTON 145336 0 29875 0 396 0 2840 0 4582 0 183029 0 0 0 SHEILA DALY 162956 0 32500 0 138 0 3149 0 6366 0 205109 0 0 0 KEVIN FARRELL 139729 0 9237 0 54 0 2443 0 17395 0 168858 0 0 0 CHRISTI ROBINSON 114496 0 24000 0 50119 0 1818 0 3897 0 194330 0 0 0 LISA LUDWIG 169984 0 8000 0 138 0 2717 0 0 0 180839 0 0 0 WANDA REINDORF 0 0 40335 0 193810 0 0 0 0 0 234145 0 0 0 PART I, LINE 4A WANDA REINDORF RECEIVED SEVERANCE PAYMENTS IN 2012 OF $193,800. MICHAEL DIETER RECEIVED SEVERANCE PAYMENTS IN 2012 OF $102,927. CHRISTI ROBINSON RECEIVED SEVERANCE PAYMENTS IN 2012 OF $38,075. PART I, LINE 7 INCENTIVE COMPENSATION AMOUNTS REPORTED ON SCHEDULE J, PART II ARE NON-FIXED IN NATURE. THE INCENTIVE COMPENSATION IS APPROVED BY THE COMPENSATION COMMITTEE OF THE BOARD AND ALLOCATED TO SPECIFIC INDIVIDUALS BASED UPON PERFORMANCE CRITERIA. STEPHEN STEWART SPOUSE OF CSG OFFICER, MARY EDDY STEWART. 125356 COMPENSATION AND BENEFITS 0 ENERGY FEDERATION INC COMMON BOARD MEMBERS 14266127 MATERIALS PURCHASES AND REBATES AND PROCESSING FEES PAID. 0 FORM 990, PART VI, SECTION B, LINE 11 AFTER MANAGEMENT REVIEWS AND APPROVES THE TAX FILINGS, THE RETURNS ARE PROVIDED TO ALL MEMBERS OF THE BOARD PRIOR TO FILING. FORM 990, PART VI, SECTION B, LINE 12C CONSERVATION SERVICES GROUP, INC.'S CONFLICT OF INTEREST POLICY APPLIES TO ALL EMPLOYEES AND IS DESCRIBED IN THE EMPLOYEE RESOURCE GUIDE. ALL EMPLOYEES ARE REQUIRED TO READ THE RESOURCE GUIDE AND SIGN AN ACKNOWLEDGEMENT THAT THEY UNDERSTAND, ACCEPT AND AGREE TO COMPLY WITH THE INFORMATION CONTAINED IN THE GUIDE. OFFICERS, DIRECTORS AND KEY EMPLOYEES ARE REQUIRED TO ANNUALLY DISCLOSE INTERESTS THAT COULD GIVE RISE TO CONFLICTS. FORM 990, PART VI, SECTION B, LINE 15 THE CEO'S COMPENSATION IS APPROVED BY THE BOARD OF DIRECTORS. THE PROCESS FOR SETTING THE CEO'S COMPENSATION INCLUDED REVIEW AND APPROVAL BY INDEPENDENT PERSONS, COMPARABILITY DATA AND CONTEMPORANEOUS SUBSTANTIATION. THE OFFICERS' COMPENSATION IS APPROVED BY THE BOARD OF DIRECTORS. THE PROCESS FOR SETTING THE OFFICERS' COMPENSATION INCLUDED REVIEW AND APPROVAL BY INDEPENDENT PERSONS, COMPARABILITY DATA AND CONTEMPORANEOUS SUBSTANTIATION. FORM 990, PART VI, SECTION C, LINE 19 CSG MAKES ITS GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY AND FINANCIAL STATEMENTS AVAILABLE TO THE PUBLIC UPON REQUEST. FAIR SHARE DEVELOPMENT CORP INC 50 WASHINGTON STREET WESTBOROUGH MA 01581 042898653 ENERGY CONSERVATION MA 501(C)(4) N/A 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 NA