2025-05-09T07:28:31-05:00 2024-06-30 263752134 CBIZ MHM LLC 500 BOYLSTON ST BOSTON MA 02116 990 2023-07-01 042790398 ENERGY FEDERATION INC ENER 5088702277 9 BIRCH ST FRANKLIN MA 02038 PAUL DANEHY PRESIDENT/CEO 5088702277 2025-05-08 1 0 CRAIG KLEIN P00734640 6178075000 2023 2025-03-06 01:10:19Z X PAUL DANEHY 9 BIRCH ST FRANKLIN MA 02038 38925659 0 X WWW.EFI.ORG X 1982 MA ENERGY FEDERATION, INC. (EFI) WAS ESTABLISHED IN 1982 AS A MASSACHUSETTS 501(C)(4) NOT FOR PROFIT ORGANIZATION WITH THE PURPOSE OF PROVIDING QUALITY AFFORDABLE CONSERVATION PRODUCTS TO THE PUBLIC AND ASSISTING THEM IN USING ENERGY RESOURCES EFFICIENTLY. IN 1985 EFI PARTNERED WITH OTHER ORGANIZATIONS TO DESIGN AND IMPLEMENT SUCCESSFUL RESOURCE CONSERVATION SERVICE AUDIT PROGRAMS FOR ELECTRIC UTILITIES. THIS LED TO EFI SUPPLYING ENERGY EFFICIENCY PRODUCTS FOR INSTALLATION IN HOMES DURING ENERGY AUDITS.TODAY, EFI'S CURRENT WORK CAN LARGELY CAN BE SEGMENTED INTO TWO CATEGORIES:-THE DISTRIBUTION OF ENERGY EFFICIENCY-RELATED PRODUCTS, AND -THE PROVISION OF SERVICES THROUGH WHICH FINANCIAL INCENTIVES ARE USED TO ACCELERATE THE ADOPTION OF ENERGY EFFICIENT TECHNOLOGIES. 5 4 132 0 0 0 0 0 5615677 4132373 2658 0 8787801 9336347 14406136 13468720 10300 0 0 0 10119297 6108045 0 0 0 9500478 7746676 19630075 13854721 -5223939 -386001 48036597 22861800 39461216 15672420 8575381 7189380 X ENERGY FEDERATION, INC. (EFI) WAS ESTABLISHED IN 1982 AS A MASSACHUSETTS 501(C)(4) NOT FOR PROFIT ORGANIZATION WITH THE PURPOSE OF PROVIDING QUALITY AFFORDABLE CONSERVATION PRODUCTS TO THE PUBLIC AND ASSISTING THEM IN USING ENERGY RESOURCES EFFICIENTLY. IN 1985 EFI PARTNERED WITH OTHER ORGANIZATIONS TO DESIGN AND IMPLEMENT SUCCESSFUL RESOURCE CONSERVATION SERVICE PROGRAMS FOR ELECTRIC UTILITIES. THIS LED TO EFI SUPPLYING ENERGY EFFICIENCY PRODUCTS FOR INSTALLATION IN HOMES DURING ENERGY AUDITS.TODAY, EFI'S CURRENT WORK CAN LARGELY CAN BE SEGMENTED INTO TWO CATEGORIES:-THE DISTRIBUTION OF ENERGY EFFICIENCY-RELATED PRODUCTS, AND -THE PROVISION OF SERVICES THROUGH WHICH FINANCIAL INCENTIVES ARE USED TO ACCELERATE THE ADOPTION OF ENERGY EFFICIENT TECHNOLOGIES. 0 0 7620573 9217750 PRODUCT DISTRIBUTIONSINCE INCEPTION EFI HAS WORKED WITH LOW INCOME WEATHERIZATION ASSISTANCE PROGRAM (WAP) PROVIDERS, AND THE CONTRACTORS THEY UTILIZE, TO PROVIDE QUALITY WEATHERIZATION, VENTILATION AND EFFICIENT LIGHTING PRODUCTS TO RETROFIT HOMES INHABITED BY LOW INCOME FAMILIES. EFI IS THE PRIMARY SUPPLIER OF ENERGY EFFICIENT PRODUCTS TO A NETWORK OF COMMUNITY ACTION AGENCY WAP SUB-GRANTEES IN MASSACHUSETTS. SOME OF THESE MEASURES ARE FUNDED WITH UTILITY RATE-BASED SYSTEM BENEFIT CHARGES (SBC) DOLLARS, ALLOWING FEDERAL WAP FUNDS TO STRETCH FURTHER TO ENABLE MORE LOW-INCOME HOUSEHOLDS TO BE SERVED. EFI ALSO CONTINUES TO PLAY AN IMPORTANT ROLE SUPPORTING THE WORK OF BUILDERS AND CONTRACTORS. EFI INVENTORIES MANY OF THE TYPES OF PRODUCTS NEEDED FOR THE CONSTRUCTION OF ENERGY EFFICIENT HOMES, INCLUDING AIR SEALING AND INSULATION PRODUCTS, HIGH-TECH VENTILATION SYSTEMS AND FANS, LIGHTING AND HVAC CONTROLS, ALONG WITH WATER EFFICIENT DEVICES. IN ADDITION, MAKING ENERGY EFFICIENCY-RELATED PRODUCTS AVAILABLE TO CONSUMERS THROUGH MAIL ORDER PROGRAMS AND TRANSACTIONAL ECOMMERCE MARKETPLACES ARE EXTREMELY EFFECTIVE WAYS TO COST EFFECTIVELY STIMULATE INCREASED USE OF ENERGY EFFICIENT PRODUCTS, AN AREA IN WHICH EFI IS A LEADER. THESE PROGRAMS OFFER UTILITY-SPONSORED INSTANT DISCOUNTS ON PRODUCTS RANGING FROM ENERGY STAR CERTIFIED LIGHT BULBS TO HIGH PERFORMANCE SHOWER HEADS TO ADVANCED POWER STRIPS, SMART THERMOSTATS, AND ENERGY STAR CERTIFIED APPLIANCES. AN IMPORTANT COMPONENT OF EFI'S MISSION IS ALSO TO FIND PROMISING NEW ENERGY SAVING PRODUCTS, AND TO DEVISE CREATIVE WAYS TO BRING THEM TO MARKET. EFI HAS HELPED DRIVE THE TRANSITION FROM COMPACT FLUORESCENT LIGHTING PRODUCTS TO LEDS, WHICH DELIVER BOTH GREATER SAVINGS AND BETTER PERFORMANCE THAN FLUORESCENTS. WE WERE INSTRUMENTAL IN INTRODUCING SMART THERMOSTATS TO UTILITY-SPONSORED PROGRAMS. WE HAVE SUCCESSFULLY PROMOTED THE USE OF ENERGY STAR CERTIFIED EV CHARGING STATIONS THROUGH UTILITY-SPONSORED MARKETPLACE, ENERGY STAR CERTIFIED ROOM AIR PURIFIERS, AND OUTDOOR ELECTRIC POWER EQUIPMENT (SUCH AS ELECTRIC LAWNMOWERS) IN PARTS OF THE COUNTRY IN WHICH UTILITIES ARE NOT SIMPLY FOCUSED ON INCREASING ENERGY EFFICIENCY AMONG THEIR CUSTOMERS, BUT ON REDUCING GREENHOUSE GAS EMISSIONS. MORE RECENTLY, WE ARE ADDING ENERGY STAR LARGE APPLIANCES TO OUR OFFERING. 2373656 4132373 INCENTIVE SERVICESDURING EFI'S HISTORY THE ORGANIZATION HAS PROCESSED INCENTIVES FOR HUNDREDS OF MILLIONS OF ENERGY EFFICIENT PRODUCTS AND MEASURES, INCLUDING ENERGY EFFICIENT LIGHTING, APPLIANCES, HIGH EFFICIENCY HVAC EQUIPMENT, ADVANCED POWER STRIPS, INSULATION AND AIR SEALING MEASURES, AND RENEWABLE ENERGY SYSTEMS, HAVING ISSUED APPROXIMATELY $3 BILLION WORTH OF INCENTIVES ON BEHALF OF OUR CLIENTS TO-DATE. INCENTIVES SUCH AS THESE ARE TO ENCOURAGE CONSUMERS AND BUSINESSES TO INVEST IN ENERGY EFFICIENT PRODUCTS AND MEASURES THAT THEY MIGHT NOT OTHERWISE. THE TYPES OF INCENTIVE SERVICES THAT EFI MAKES AVAILABLE TO UTILITIES INCLUDE THE FOLLOWING: UPSTREAM REBATES, IN WHICH THE INCENTIVE AGREEMENT IS TYPICALLY EXECUTED BETWEEN THE UTILITY SPONSOR AND A MANUFACTURER/RETAILER, RESULT IN THE CUSTOMER PRICE FOR THE ENERGY EFFICIENT PRODUCT BEING DISCOUNTED BY THE AMOUNT OF THE INCENTIVE PROVIDED BY THE UTILITY. EFI VERIFIES THE PURCHASE DATA PROVIDED BY THE MANUFACTURER/RETAILER AND REIMBURSES THE MANUFACTURER/RETAILER. MIDSTREAM REBATES, FOR WHICH CUSTOMER AND MEASURE ELIGIBILITY IS CONFIRMED BY A RETAILER OR DISTRIBUTOR, WITH THE UTILITY REBATE APPLIED BY THE DISTRIBUTOR DURING THE PURCHASE. EFI VERIFIES THE CUSTOMER AND MEASURE ELIGIBILITY AND REIMBURSED THE MIDSTREAM DISTRIBUTOR. DOWNSTREAM REBATES ARE THOSE IN WHICH THE END-USER MUST APPLY FOR A REBATE SUBSEQUENT TO THE PURCHASE OF THE ENERGY EFFICIENT MEASURE. EFI USUALLY SUPPORTS THESE PROGRAMS THROUGH THE DEPLOYMENT OF AN ONLINE SITE THROUGH WHICH REQUIRED INFORMATION MAY BE ENTERED AND/OR UPLOADED. EFI SOMETIMES ENTERS INFORMATION FROM DOWNSTREAM REBATES ON BEHALF OF THE CUSTOMER, BUT TODAY MANAGEMENT OF DOWNSTREAM PROGRAMS CONSISTS MORE OF REVIEWING AND VERIFYING CUSTOMER-SUBMITTED DATA. INSTANT REBATES ALLOW ELIGIBLE CUSTOMERS TO VERIFY THEIR ELIGIBILITY FOR A UTILITY REBATE ON A GIVEN PRODUCT THROUGH THEIR SMART PHONE, SELECT FROM A LIST OF PARTICIPATING RETAILERS, AND HAVE A DISCOUNT CODE BARCODE SENT TO THEIR PHONE VIA TEXT THAT WILL APPLY THE UTILITY REBATE DURING CHECKOUT AT THE RETAILER. THE SAVINGS FROM THE PRODUCTS AND MEASURES FOR WHICH UTILITIES OFFER FINANCIAL INCENTIVES (REBATES) PROVIDE SIGNIFICANT BENEFITS TO CONSUMERS AND BUSINESSES IN THE FORM OF LOWER ENERGY BILLS, THEY REDUCE THE NEED FOR ADDITIONAL POWER PLANT DEVELOPMENT ASSOCIATED WITH ELECTRICITY GENERATION, AND THEY RESULT IN REDUCED ATMOSPHERIC EMISSIONS OF GREENHOUSE GASSES. 9994229 0 0 0 0 0 0 0 0 0 1 0 0 0 0 1 1 0 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 1 0 1 132 1 0 0 0 0 0 0 0 0 X 5 4 0 0 0 0 1 0 0 1 1 0 0 1 1 1 1 1 1 1 1 0 MA X DON MUIR 5088702277 9 BIRCH ST FRANKLIN MA 02038 DAVID LONG BOARD OFFICER 1.00 X 1500 0 0 LAURA MATZ BOARD OFFICER 1.00 X 1500 0 0 NANCY NYLEN BOARD OFFICER 1.00 X 1500 0 0 PAUL DANEHY CEO/PRESIDENT 40.00 X X 368743 0 23378 RACHEL KEMP BOARD OFFICER 1.00 X 1500 0 0 DAVID LEUCI CHIEF INFORMATION OFF. (UNTIL 9/23) 40.00 X 177989 0 20100 DONALD MUIR CHIEF FINANCIAL OFFICER 40.00 X 304736 0 21497 BRIAN KISSANE VP, CLIENT SUCCESS MANAGEMENT 40.00 X 214562 0 28349 JOHN MARSHEA DIRECTOR, FINANCE AND ADMINISTRATION 40.00 X 151082 0 27588 PHILIP SCARBRO VICE PRESIDENT, CLIENT SOLUTIONS 40.00 X 172415 0 27348 SHAWN BARRATT VP, IT 40.00 X 174386 0 27988 CAMERON FAIRBANKS CLIENT SUCCESS MANAGER III 40.00 X 123406 0 22984 CARYN DENNY NATIONAL BUSINESS DEVELOPMENT DIR. 40.00 X 205606 0 11653 JOSEPH STAHLER SYSTEM ADMINISTRATOR (UNTIL 12/23) 40.00 X 137763 0 27258 SHEKINAH CARRERA ENTERPISE APPS MGER (UNTIL 12/23) 40.00 X 137355 0 27269 STEPHEN STARK PRINCIPLE ENGINEER 40.00 X 136505 0 27335 2310548 0 292747 17 0 1 0 SEKO WORLDWIDE LLC 1100 ARLINGTON HEIGHTS RD SUITE 600 ITASCA IL 60143 LOGISTICS SERVICES 3786875 MINOT TECHNOLOGY GROUP LLC PO BOX 912 HANOVER MA 02339 IT CONSULTING 798155 ECCO GROUP USA 16192 COASTAL HIGHWAY LEWES DE 19958 CUSTOMER SERVICE CONSULTING 736395 EMERALD GRAPHICS LLC 2 HARDING ROAD MEDWAY MA 02053 PRINTING SERVICES 250674 R&L TRUCKLOAD SERVICES LLC BANK OF AMERICA LOCKBOX 74008195 CHICAGO IL 606748195 TRANSPORTATION SERVICES 112713 5 SERVICES INCOME 518210 4132373 4132373 4132373 34674689 25456939 9217750 9217750 MISCELLANEOUS INCOME 518210 118597 118597 118597 13468720 13350123 0 118597 916443 916443 4167423 3321498 845925 616910 453797 163113 407269 283527 123742 408121 312499 95622 95817 95817 1065756 1034966 30790 177634 134634 43000 1581 1205 376 3229663 2203341 1026322 872490 849937 22553 73334 68727 4607 11299 11299 616077 400450 215627 286245 271933 14312 DUES AND FEES 245452 245452 TELEPHONE 244124 244124 SUPPLIES 233853 233853 PRINTING 99451 99451 85779 78959 6820 13854721 9994229 3860492 0 1487248 2217632 36010951 13046448 6333894 4146394 412967 310412 8216099 5239791 3764240 2976308 27297 164606 48036597 22861800 39167838 15371996 293378 300424 39461216 15672420 X 8575381 7189380 8575381 7189380 48036597 22861800 X -386001 -1000000 X 0 1 X 1 0 4197174 1220866 2976308 4018925 4018925 0 2976308 X 13356096 0 13356096 112624 112624 13468720 14742097 0 14742097 -887376 -887376 13854721 PART X, LINE 2: 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 AND ITS DETERMINATION OF ITS REVENUE BEING RELATED OR UNRELATED AS ITS ONLY SIGNIFICANT TAX POSITIONS; HOWEVER, THE ORGANIZATION HAS DETERMINED THAT SUCH TAX POSITIONS DO 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. PART XI, LINE 4B - OTHER ADJUSTMENTS: DONATION REIMBURSEMENT 112,624. PART XII, LINE 4B - OTHER ADJUSTMENTS: LOAN SETTLEMENT EXPENSE -1,000,000. DONATION REIMBURSEMENT 112,624. X X X 0 0 0 0 0 0 0 1 0 PAUL DANEHY CEO/PRESIDENT 367555 0 0 0 1188 0 3166 0 20212 0 392121 0 0 0 DONALD MUIR CHIEF FINANCIAL OFFICER 302450 0 0 0 2286 0 4768 0 16729 0 326233 0 0 0 BRIAN KISSANE VP, CLIENT SUCCESS MANAGEMENT 174292 0 40000 0 270 0 3505 0 24844 0 242911 0 0 0 CARYN DENNY NATIONAL BUSINESS DEVELOPMENT DIR. 205426 0 0 0 180 0 3360 0 8293 0 217259 0 0 0 SHAWN BARRATT VP, IT 149206 0 25000 0 180 0 2914 0 25074 0 202374 0 0 0 PHILIP SCARBRO VICE PRESIDENT, CLIENT SOLUTIONS 171227 0 0 0 1188 0 2274 0 25074 0 199763 0 0 0 DAVID LEUCI CHIEF INFORMATION OFF. (UNTIL 9/23) 177687 0 0 0 302 0 2910 0 17190 0 198089 0 0 0 JOHN MARSHEA DIRECTOR, FINANCE AND ADMINISTRATION 150920 0 0 0 162 0 2514 0 25074 0 178670 0 0 0 JOSEPH STAHLER SYSTEM ADMINISTRATOR (UNTIL 12/23) 137576 0 0 0 187 0 2331 0 24927 0 165021 0 0 0 SHEKINAH CARRERA ENTERPISE APPS MGER (UNTIL 12/23) 137168 0 0 0 187 0 2268 0 25001 0 164624 0 0 0 STEPHEN STARK PRINCIPLE ENGINEER 136343 0 0 0 162 0 2261 0 25074 0 163840 0 0 0 PART I, LINE 7 THE BONUSES REFLECTED ON SCHEDULE J, PART II, ARE NON-FIXED. THEY ARE DISCRETIONARY IN NATURE. FORM 990, PART VI, SECTION A, LINE 6 THE ORGANIZATION HAS ONE MEMBER (CENTER FOR ECOLOGICAL TECHNOLOGY). FORM 990, PART VI, SECTION B, LINE 11B THE FORM 990 WAS REVIEWED AND APPROVED BY MANAGEMENT. THE FORM WAS THEN DISTRIBUTED TO THE GOVERNING BODY BEFORE IT WAS FILED. 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 XI, LINE 9: LOAN SETTLEMENT EXPENSE -1,000,000.