2011-11-07T08:39:56-06:00 2010-12-31 CBIZ TOFIAS 500 BOYLSTON STREET BOSTON MA 02116 990 2010-01-01 222547170 CONSERVATION SERVICES GROUP INC CONS 5088369500 50 WASHINGTON STREET WESTBOROUGH MA 01581 STEPHEN COWELL 5088369500 2011-10-06 1 CRAIG KLEIN 6177610600 2010 2016-02-24 21:20:13Z X STEPHEN COWELL 50 WASHINGTON STREET WESTBOROUGH MA 01581 103211692 0 X WWW.CSGRP.COM X 1984 MA THE ORGANIZATION PROVIDES ENERGY AND RESOURCE CONSERVATION PROGRAMS SPONSORED BY PUBLIC UTILITY COMPANIES TO MANY THOUSANDS OF RESIDENTS. 9 6 793 0 0 0 87646750 91162914 0 12048675 0 103 4621 0 87651371 103211692 0 0 0 0 34448441 47958559 0 0 0 46539742 50150922 80988183 98109481 6663188 5102211 33911871 40833003 14681728 16500649 19230143 24332354 X THE ORGANIZATION PROVIDES ENERGY AND RESOURCE CONSERVATION PROGRAMS SPONSORED BY PUBLIC UTILITY COMPANIES TO MANY THOUSANDS OF RESIDENTS. 0 0 21702350 12048675 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. 30,943 HOME ENERGY AUDITS WERE PERFORMED IN 2010. 7972961 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. 7187215 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. 16,238 RESIDENTIAL UNITS WERE SERVED IN 2010. 5508142 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. 37627437 ALL OTHER PROGRAMS INCLUDING HVAC, APPLIANCE RECYCLING, MULTIFAMILY, CEM, RESIDENTIAL, NEW CONSTRUCTION AND MISCELLANEOUS. 43135579 79998105 1 1 0 1 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 1 496 0 793 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 0 0 1 1 1 1 0 CA IL MA NH NY OR AL X STEPHEN L COWELL 5088369500 50 WASHINGTON ST WESTBOROUGH MA 01581 STEPHEN COWELL 60.00 X X 303232 0 18719 MARK DYEN 60.00 X X 273337 0 17765 BRADLEY STEELE 1.00 X 2500 0 0 CHARLES KNIGHT 1.00 X 1500 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 HARVEY MICHAELS 1.00 X 1500 0 0 ADAM PARKER 60.00 X 273421 0 14642 ROBERT KING 60.00 X 273231 0 18352 MARY EDDY STEWART 60.00 X 260695 0 18010 WANDA REINDORF 60.00 X 264681 0 6884 LINDA RUSSO 60.00 X 240324 0 2882 PAUL BERKOWITZ 60.00 X 224923 0 16942 PATRICIA STANTON 60.00 X 200818 0 4090 ROBERT ECKEL 60.00 X 158572 0 18498 JOHN SHEEHAN III 60.00 X 156784 0 16907 2645518 0 153691 58 0 1 0 NEVO TECHNOLOGIES INC 26 CHURCH ST CAMBRIDGE MA 02138 SYSTEM DEVELOPMENT 3264870 CENTER FOR ECOLOGICAL TECH 112 ELM ST PITTSFIELD MA 01201 PROJECT MANAGEMENT 1763681 DANIELS ELECTRIC COMPANY LLC 109 SCHOOL ST GROVELAND MA 01834 RESIDENTIAL CONST. CONTRACTOR 1376108 APPLIED PROACTIVE TECHNOLOGIES 1242 MAIN STREET 4TH FLOOR SPRINGFIELD MA 01103 PROJECT MANAGEMENT 900301 MCLAUGHLIN WEATHERIZATION 12 TWIN OAKS ROAD READING MA 01867 RESIDENTIAL CONST. CONTRACTOR 893315 27 17885527 73277387 91162914 HOMEOWNER FEES 900099 12048675 12048675 12048675 103 103 103211692 12048675 0 103 1758469 1758469 42580157 32993594 9586563 345158 327764 17394 3274775 2442048 832727 262782 262782 120707 120707 470351 470351 1137496 801853 335643 2257686 1783147 474539 3678993 3021621 657372 31708 31708 1542021 808363 733658 73147 73147 CONTRACTORS 19366789 19366789 SUPPLIES 9827084 9827084 MEDIA & SUPPLIERS 4876513 4876513 OUTSIDE SERVICES 3089759 1484542 1605217 TELEPHONE 1821989 1244660 577329 1593897 915272 678625 98109481 79998105 18111376 0 5800 7100 3303527 2016941 23859796 28091810 1230267 724745 1016545 1350819 16245754 8670692 3409929 7575062 1086007 1066526 33911871 40833003 7620381 10026628 1266189 5795158 6474021 14681728 16500649 X 19230143 24332354 19230143 24332354 33911871 40833003 5102211 0 X 0 1 1 X 1 1 X 39156285 52573707 56981958 78635572 91162914 318510436 3065584 2323922 5111013 9011178 12048675 31560372 42221869 54897629 62092971 87646750 103211589 350070808 14721352 25374340 31256494 45860080 42213486 159425752 0 14721352 25374340 31256494 45860080 42213486 159425752 190645056 6284 10961 26299 103 43647 6284 10961 26299 103 43647 4621 4621 42228153 54908590 62119270 87651371 103211692 350119076 0.54450 0.54100 0.00010 0.00020 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 0 1 1 11729 1 2267 1 1117 1 53500 1 150768 1 101165 1 149805 470351 0 EXPLANATION OF OTHER LOBBYING ACTIVITIES: PART II-B, LINE 1I: 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. 636850 401074 235776 6330026 4447307 1882719 9278878 3822311 5456567 7575062 LINE OF CREDIT 4200246 CUSTOMER DEPOSITS 2273775 6474021 103211692 98109481 5102211 0 5102211 103211692 0 103211692 0 103211692 98109481 0 98109481 0 98109481 DESCRIPTION OF UNCERTAIN TAX POSITIONS UNDER FIN 48: PART X: CSG ACCOUNTS FOR THE EFFECT OF ANY UNCERTAIN TAX POSITIONS BASED ON THE "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 ITS ONLY SIGNIFICANT 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. X X 0 0 0 0 0 1 0 0 0 STEPHEN COWELL 220644 0 82192 0 396 0 3920 0 14799 0 321951 0 0 0 MARK DYEN 185191 0 87750 0 396 0 3739 0 14026 0 291102 0 0 0 ADAM PARKER 185413 0 87750 0 258 0 0 0 14642 0 288063 0 0 0 ROBERT KING 185085 0 87750 0 396 0 3710 0 14642 0 291583 0 0 0 MARY EDDY STEWART 181802 0 78755 0 138 0 2852 0 15158 0 278705 0 0 0 WANDA REINDORF 184468 0 79955 0 258 0 1521 0 5363 0 271565 0 0 0 LINDA RUSSO 176511 0 63675 0 138 0 2882 0 0 0 243206 0 0 0 PAUL BERKOWITZ 163897 0 60630 0 396 0 3620 0 13322 0 241865 0 0 0 PATRICIA STANTON 144616 0 55806 0 396 0 2946 0 1144 0 204908 0 0 0 ROBERT ECKEL 138934 0 19500 0 138 0 2592 0 15906 0 177070 0 0 0 JOHN SHEEHAN III 156646 0 0 0 138 0 2265 0 14642 0 173691 0 0 0 PART I, LINE 6 CSG HAS IN PLACE BONUS/INCENTIVE PLANS FOR EMPLOYEES. THESE PLANS ARE BASED ON ACHIEVING MISSION RELATED GOALS SUCH AS ENERGY SAVINGS AND SERVICE DELIVERY AND OTHER FINANCIAL GOALS. THESE PLANS WERE ESTABLISHED TO OFFER COMPETITIVE COMPENSATION AND BENEFITS TO EMPLOYEES WHILE, AT THE SAME TIME, ALLOWING FOR GREATER FLEXIBILITY BASED ON CSG'S OVERALL FINANCIAL PERFORMANCE. BONUSES ARE SUBJECT TO A CEILING APPROVED BY THE BOARD OF DIRECTORS. MAXIMUM COMPENSATION OF EACH EXECUTIVE IS LIMITED BASED UPON COMPENSATION STUDY DATA, ADJUSTED FOR INFLATION. STEPHEN STEWART SPOUSE OF CSG OFFICER, MARY EDDY STEWART. 115150 COMPENSATION AND BENEFITS 0 ENERGY FEDERATION INC COMMON BOARD MEMBERS 16561664 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 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 OFFICER'S COMPENSATION IS APPROVED BY THE BOARD OF DIRECTORS. THE PROCESS FOR SETTING THE OFFICER'S 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 NA