EFFICIENCY FORWARD INC: Form 990, tax year 2011
View the entire original 990 at ProPublica ↗
- Organization
- EFFICIENCY FORWARD INC (EIN 04-3323169)
- Tax period
- 2011-01-01 to 2011-12-31
- Filed
- 2012-08-20
- IRS object ID
- 201232339349300703
- Schema version
- 2011v1.2
- 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) |
|---|---|---|
| Timestamp | 2012-08-20T09:27:05-05:00 | Timestamp |
| Tax Period End Date | 2011-12-31 | TaxPeriodEndDate |
Preparer Firm PreparerFirm
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 042571780 | EIN |
Preparer Firm Business Name PreparerFirmBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | ALEXANDER ARONSON FINNING & CO PC | BusinessNameLine1 |
Preparer Firm US Address PreparerFirmUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 21 EAST MAIN STREET | AddressLine1 |
| City | WESTBORO | City |
| State | MA | State |
| ZIP Code | 01581 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnType |
| Tax Period Begin Date | 2011-01-01 | TaxPeriodBeginDate |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 043323169 | EIN |
Name Name
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | NORTHEAST ENERGY EFFICIENCY PARTNERSHIPS INC | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Control | NORT | NameControl |
| Phone | 7818609177 | Phone |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 91 HARTWELL AVENUE | AddressLine1 |
| City | LEXINGTON | City |
| State | MA | State |
| ZIP Code | 02421 | ZIPCode |
Officer Officer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | SUE COAKLEY | Name |
| Title | EXECUTIVE DIRECTOR | Title |
| Phone | 7818609177 | Phone |
| Date Signed | 2012-08-16 | DateSigned |
| Authorize Third Party | 1 | AuthorizeThirdParty |
Preparer Preparer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | MATTHEW TROIANO CPA | Name |
| PTIN | P01263939 | PTIN |
| Phone | 5083669100 | Phone |
| Date Prepared | 2012-08-13 | DatePrepared |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax Year | 2011 | TaxYear |
| Build TS | 2016-02-24 21:20:13Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Of Principal Officer Person | SUSAN COAKLEY | NameOfPrincipalOfficerPerson |
Address Principal Officer US AddressPrincipalOfficerUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 91 HARTWELL AVENUE | AddressLine1 |
| City | LEXINGTON | City |
| State | MA | State |
| ZIP Code | 02421 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | 5309935 | GrossReceipts |
| Group Return For Affiliates | 0 | GroupReturnForAffiliates |
| Organization501c3 | X | Organization501c3 |
| Web Site | WWW.NEEP.ORG | WebSite |
| Type Of Organization Corporation | X | TypeOfOrganizationCorporation |
| Year Formation | 1996 | YearFormation |
| State Legal Domicile | MA | StateLegalDomicile |
| Activity Or Mission Description | TO INCREASE ENERGY EFFICIENCY IN HOMES, BUILDINGS AND INDUSTRIES IN THE NORTHEAST REGION OF THE U.S. | ActivityOrMissionDescription |
| Nbr Voting Members Governing Body | 12 | NbrVotingMembersGoverningBody |
| Nbr Independent Voting Members | 11 | NbrIndependentVotingMembers |
| Total Nbr Employees | 27 | TotalNbrEmployees |
| Total Nbr Volunteers | 3 | TotalNbrVolunteers |
| Total Gross UBI | 0 | TotalGrossUBI |
| Net Unrelated Business Txbl Income | 0 | NetUnrelatedBusinessTxblIncome |
| Contributions Grants Prior Year | 4104762 | ContributionsGrantsPriorYear |
| Contributions Grants Current Year | 2630877 | ContributionsGrantsCurrentYear |
| Program Service Revenue Prior Year | 230450 | ProgramServiceRevenuePriorYear |
| Program Service Revenue CY | 2650511 | ProgramServiceRevenueCY |
| Investment Income Prior Year | 2058 | InvestmentIncomePriorYear |
| Investment Income Current Year | 3752 | InvestmentIncomeCurrentYear |
| Other Revenue Prior Year | 14960 | OtherRevenuePriorYear |
| Other Revenue Current Year | 24795 | OtherRevenueCurrentYear |
| Total Revenue Prior Year | 4352230 | TotalRevenuePriorYear |
| Total Revenue Current Year | 5309935 | TotalRevenueCurrentYear |
| Grants And Similar Amnts Prior Year | 0 | GrantsAndSimilarAmntsPriorYear |
| Grants And Similar Amnts CY | 0 | GrantsAndSimilarAmntsCY |
| Benefits Paid To Members Prior Year | 0 | BenefitsPaidToMembersPriorYear |
| Benefits Paid To Members CY | 0 | BenefitsPaidToMembersCY |
| Salaries Etc Prior Year | 2160144 | SalariesEtcPriorYear |
| Salaries Etc Current Year | 2054861 | SalariesEtcCurrentYear |
| Total Prof Fundrsng Exp Prior Year | 0 | TotalProfFundrsngExpPriorYear |
| Total Prof Fundrsng Exp CY | 0 | TotalProfFundrsngExpCY |
| Total Fundrsng Exp Current Year | 169762 | TotalFundrsngExpCurrentYear |
| Other Expense Prior Year | 2423310 | OtherExpensePriorYear |
| Other Expenses Current Year | 2717507 | OtherExpensesCurrentYear |
| Total Expenses Prior Year | 4583454 | TotalExpensesPriorYear |
| Total Expenses Current Year | 4772368 | TotalExpensesCurrentYear |
| Revenues Less Expenses Prior Year | -231224 | RevenuesLessExpensesPriorYear |
| Revenues Less Expenses CY | 537567 | RevenuesLessExpensesCY |
| Total Assets BOY | 1899152 | TotalAssetsBOY |
| Total Assets EOY | 2546169 | TotalAssetsEOY |
| Total Liabilities BOY | 854251 | TotalLiabilitiesBOY |
| Total Liabilities EOY | 963701 | TotalLiabilitiesEOY |
| Net Assets Or Fund Balances BOY | 1044901 | NetAssetsOrFundBalancesBOY |
| Net Assets Or Fund Balances EOY | 1582468 | NetAssetsOrFundBalancesEOY |
| Info In Schedule O Part III | X | InfoInScheduleOPartIII |
| Mission Description | TO PROMOTE THE EFFICIENT USE OF ENERGY IN HOMES, BUILDINGS AND INDUSTRIES IN THE NORTHEAST U.S. THROUGH REGIONALLY COORDINATED PROGRAMS AND POLICIES. | MissionDescription |
| Significant New Program Services | 0 | SignificantNewProgramServices |
| Significant Change | 0 | SignificantChange |
| Expense | 1370820 | Expense |
| Revenue | 1472737 | Revenue |
| Description | REGIONAL EVALUATION, MEASUREMENT & VERIFICATION (EM&V) FORUMNEEP'S EM&V FORUM DEVELOPS AND SUPPORTS THE USE OF COMMON, CONSISTENT REGIONAL PROTOCOLS TO MEASURE, VERIFY, TRACK AND REPORT THE ENERGY AND DEMAND SAVINGS, AS WELL AS COST AND EMISSIONS IMPACTS OF ENERGY EFFICIENCY IN THE NORTHEAST AND MID-ATLANTIC. MAJOR ACCOMPLISHMENTS FOR 2011 INCLUDED: -COMPLETION OF THE REGIONAL EM&V FORUM EVALUATION, WHICH CONCLUDED THAT THE FORUM SHOULD CONTINUE, AND DEVELOPMENT AND APPROVAL OF THE FORUM'S NEXT THREE-YEAR PLAN FOR 2012-2014-A SUCCESSFUL EM&V FORUM 2011 ANNUAL PUBLIC MEETING, HELD ON OCTOBER 12, 2011, IN ALBANY, NEW YORK, DRAWING MORE THAN 100 PARTICIPANTS -LAUNCH OF THE FORUM'S REGIONAL ENERGY EFFICIENCY DATABASE (REED), AND COMPLETION OF TWO PROTOCOL DEVELOPMENT PROJECTS AND SEVERAL RESEARCH & EVALUATION PROJECTS | Description |
Activity2 Activity2
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | 897973 | Expense |
| Revenue | 1091295 | Revenue |
| Description | DESIGNLIGHTS CONSORTIUM (DLC)- QUALIFIED PRODUCT LIST (QPL) NEEP'S DLC, A COLLABORATION OF UTILITY COMPANIES AND REGIONAL ENERGY EFFICIENCY ORGANIZATIONS, IS COMMITTED TO RAISING AWARENESS OF THE BENEFITS OF EFFICIENT LIGHTING IN COMMERCIAL BUILDINGS. ITS MISSION IS TO HELP BUILDERS, ARCHITECTS, DESIGNERS, AND COMMERCIAL PROPERTY OWNERS TO IMPLEMENT IMPROVED DESIGN PRACTICES IN ALL AREAS OF THE COMMERCIAL LIGHTING MARKET. ITS GOAL IS TO ENSURE THAT HIGH-QUALITY, ENERGY-EFFICIENT LIGHTING DESIGN BECOMES COMMONPLACE IN ALL LIGHTING INSTALLATIONS. THE GREATEST ACHIEVEMENT OF THE DLC PROJECT IN 2011 CAN BE SUMMED UP IN A SINGLE WORD: GROWTH. THE PROJECT GREW IN JUST ABOUT EVERY WAY IMAGINABLE, FROM THE SIZE OF THE QPL AND THE NUMBER OF MANUFACTURERS REPRESENTED ON THE LIST, TO THE NUMBER OF MEMBER UTILITY PROGRAMS AND STATES/PROVINCES CONFIDENTLY INCENTING COMMERCIAL-GRADE SSL LUMINARIES, TO THE NUMBER OF PRODUCT APPLICATION AREAS COVERED BY THE DLC TECHNICAL REQUIREMENTS. | Description |
Activity3 Activity3
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | 564184 | Expense |
| Description | BUILDINGSREDUCE WASTEFUL ENERGY USE IN COMMERCIAL, RESIDENTIAL, AND MULTIFAMILY PROPERTIES THROUGH PUBLIC POLICIES, INCENTIVE PROGRAMS, AND BUILDING ENERGY CODES AND RATING. BUILDINGS AND HOMES CONSUME FORTY PERCENT OF TOTAL ENERGY USE. IN A REGION WITH A DENSELY BUILT ENVIRONMENT CHARACTERIZED BY OLD BUILDINGS, THE HIGHEST ENERGY COSTS IN THE COUNTRY, AND THE CHALLENGE TO MEET AGGRESSIVE CLEAN ENERGY AND CLIMATE POLICY GOALS - IMPROVING HOME AND BUILDING ENERGY EFFICIENCY OFFERS A BIG PAYBACK FOR THE ECONOMY AND THE ENVIRONMENT WHILE INCREASING ENERGY INDEPENDENCE. THESE BENEFITS ARE BROAD - ACCRUING TO RESIDENTS, BUSINESSES, MUNICIPALITIES, STATES, AND THE REGION AS A WHOLE - MAKING EFFICIENCY ESSENTIAL TO ALL CONSUMERS, BUSINESSES, AND THE POLICYMAKERS WHO REPRESENT THEM. | Description |
Activity Other ActivityOther (3 entries)
| ExpenseExpense | RevenueRevenue | DescriptionDescription |
|---|---|---|
| 384537 | 70669 | KNOWLEDGEPROMOTE KNOWLEDGE AND THE USE OF BEST PRACTICES THAT SUPPORT THE EXPANSION OF POLICIES AND PROGRAMS TO INCREASE AND ACCELERATE ENERGY EFFICIENCY WITH LONG-TERM RESULTS. AT A TIME OF UNPRECEDENTED ENERGY EFFICIENCY FUNDING, IT IS CRITICAL THAT PROGRAMS AND POLICIES ACHIEVE LONG-TERM RESULTS. THIS REQUIRES SUSTAINED PUBLIC POLICY SUPPORT, EXPANDED FINANCIAL RESOURCES, THE FULL INTEGRATION OF EFFICIENCY INTO LOCAL, STATE AND REGIONAL ENERGY PLANNING, AN ENDURING EFFICIENCY INFRASTRUCTURE BASED ON LEADING KNOWLEDGE AND BEST PRACTICES AT THE COMMUNITY, STATE AND REGIONAL LEVELS, AND CONSISTENT STANDARD CONVENTIONS ACROSS THE REGION TO MEASURE, EVALUATE AND REPORT ENERGY EFFICIENCY IMPACTS. THE REGIONAL EVALUATION, MEASUREMENT & VERIFICATION FORUM IS NEEP'S MAJOR PROJECT UNDER THIS STRATEGY. |
| 312957 | PRODUCTSACCELERATE THE ADOPTION OF HIGH-EFFICIENCY RESIDENTIAL AND COMMERCIAL LIGHTING AND CONSUMER PRODUCTS THROUGH EDUCATION, INCENTIVE PROGRAMS AND PUBLIC POLICIES. APPLIANCES, LIGHTING AND CONSUMER/BUSINESS ELECTRONICS ARE UBIQUITOUS AND LARGELY ENERGY INEFFICIENT WITH MILLIONS SOLD IN THE REGION EACH YEAR. BECAUSE THEIR USE IS A MAJOR DRIVER OF ELECTRICITY GROWTH AND THE ASSOCIATED GREENHOUSE GAS EMISSIONS, EFFICIENCY IMPROVEMENTS OFFER TREMENDOUS POTENTIAL TO SAVE MONEY WHILE REDUCING HARMFUL AIR POLLUTANTS. REGIONAL MARKET STRATEGIES AND RELATED PUBLIC POLICIES ARE ESSENTIAL TO ENGAGE AND LEVERAGE MARKET PLACE MUSCLE TO KEEP THE REGION A NATIONAL LEADER IN THE SALE OF HIGH EFFICIENCY, MARKET READY PRODUCTS, SETTING THE STAGE FOR NATIONAL MARKET TRANSFORMATION. THE DESIGNLIGHTS CONSORTIUM QUALIFIED PRODUCT LIST IS NEEP'S MAJOR PROJECT UNDER THIS STRATEGY. | |
| 192632 | 40605 | VISIBILITYPOSITION AND DEFINE EFFICIENCY AS A CRITICAL AND TANGIBLE ENERGY RESOURCE, WITH THE POTENTIAL FOR SIGNIFICANT AND IMMEDIATE IMPACT ON THE ECONOMY, THE REGION, AND THE PLANET. UNLIKE CONVENTIONAL POWER GENERATION, OR EVEN RENEWABLE ENERGY TECHNOLOGIES, ENERGY EFFICIENCY IS THE ENERGY RESOURCE WE DON'T SEE. FOR ENERGY EFFICIENCY TO BE RECOGNIZED AND VALIDATED AS A FIRST-ORDER RESOURCE, IT MUST BE VISIBLY POWERFUL TO THE MARKET AS A TOOL FOR COMBATING CLIMATE CHANGE, STRENGTHENING THE ECONOMY AND IMPROVING OUR SOCIETY. VISIBILITY IS THE CATALYST FOR ALL OUR WORK SO THAT POLICYMAKERS AND THE PUBLIC SUPPORT ENERGY EFFICIENCY POLICIES AND PROGRAMS BECAUSE THEY UNDERSTAND THE FULL VALUE, BENEFITS AND ACCESSIBILITY OF EFFICIENCY AS A POWERFUL ENERGY, CLIMATE AND ECONOMIC SOLUTION. NEEP LAUNCHED A NEW BLOG, ENERGYEFFICIENCYMATTERS.ORG DURING 2011 FOR THIS PURPOSE. ANOTHER MAJOR PROJECT UNDER THIS STRATEGY WAS THE ANNUAL SUMMIT. NEEP'S ANNUAL REGIONAL SUMMIT BRINGS THE ENERGY EFFICIENCY COMMUNITY TOGETHER TO MAKE THE BENEFITS AND PROGRESS OF ENERGY EFFICIENCY AS A RESOURCE REAL AND VISIBLE TO POLICYMAKERS AND BUSINESS LEADERS ACROSS THE REGION, AND CELEBRATES THE ACCOMPLISHMENTS OF BUSINESS LEADERS THAT ARE MODELS FOR INCREASING ENERGY EFFICIENCY IN THEIR BUSINESS OPERATIONS. |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Of Other Program Service Exp | 890126 | TotalOfOtherProgramServiceExp |
| Total Of Other Program Service Rev | 111274 | TotalOfOtherProgramServiceRev |
| Total Program Service Expense | 3723103 | TotalProgramServiceExpense |
| Described In501 C3 | 1 | DescribedIn501C3 |
| Schedule B Required | 1 | ScheduleBRequired |
| Political Activities | 0 | PoliticalActivities |
| Lobbying Activities | 0 | LobbyingActivities |
| Subject To Proxy Tax | 0 | SubjectToProxyTax |
| Donor Advised Funds | 0 | DonorAdvisedFunds |
| Conservation Easements | 0 | ConservationEasements |
| Collections Of Art | 0 | CollectionsOfArt |
| Credit Counseling | 0 | CreditCounseling |
| Term Or Permanent Endowments | 0 | TermOrPermanentEndowments |
| Report Land Bldg Equip | 1 | ReportLandBldgEquip |
| Report Invest Oth Securities | 0 | ReportInvestOthSecurities |
| Report Prog Rel Invest | 0 | ReportProgRelInvest |
| Report Other Assets | 0 | ReportOtherAssets |
| Report Other Liabilities | 0 | ReportOtherLiabilities |
| Report Fin48 Footnote | 1 | ReportFin48Footnote |
| Independent Audit Financial Stmt | 1 | IndependentAuditFinancialStmt |
| Consolidated Audit Financial Stmt | 0 | ConsolidatedAuditFinancialStmt |
| School | 0 | School |
| Foreign Office | 0 | ForeignOffice |
| Foreign Activities | 0 | ForeignActivities |
| More Than5000 K To Organizations | 0 | MoreThan5000KToOrganizations |
| More Than5000 K To Individuals | 0 | MoreThan5000KToIndividuals |
| Professional Fundraising | 0 | ProfessionalFundraising |
| Fundraising Activities | 0 | FundraisingActivities |
| Gaming | 0 | Gaming |
| Hospital | 0 | Hospital |
| Grants To Organizations | 0 | GrantsToOrganizations |
| Grants To Individuals | 0 | GrantsToIndividuals |
| Schedule J Required | 0 | ScheduleJRequired |
| Tax Exempt Bonds | 0 | TaxExemptBonds |
| Excess Benefit Transaction | 0 | ExcessBenefitTransaction |
| Prior Excess Benefit Transaction | 0 | PriorExcessBenefitTransaction |
| Loan To Officer Or DQP | 0 | LoanToOfficerOrDQP |
| Grant To Related Person | 0 | GrantToRelatedPerson |
| Bsnss Rltnshp With Organization | 1 | BsnssRltnshpWithOrganization |
| Bsnss Rltnshp Thru Family Member | 0 | BsnssRltnshpThruFamilyMember |
| Officer Entity With Bsnss Rltnshp | 0 | OfficerEntityWithBsnssRltnshp |
| Deductible Non Cash Contributions | 0 | DeductibleNonCashContributions |
| Deductible Contributions Of Art | 0 | DeductibleContributionsOfArt |
| Terminated | 0 | Terminated |
| Partial Liquidation | 0 | PartialLiquidation |
| Disregarded Entity | 0 | DisregardedEntity |
| Related Entity | 0 | RelatedEntity |
| Related Org Controlled Entity | 0 | RelatedOrgControlledEntity |
| Transaction Related Entity | 0 | TransactionRelatedEntity |
| Transfers To Exempt Non Chrtbl Org | 0 | TransfersToExemptNonChrtblOrg |
| Activities Conducted Partnership | 0 | ActivitiesConductedPartnership |
| Schedule O Required | 1 | ScheduleORequired |
| Number Forms Transmitted With1096 | 13 | NumberFormsTransmittedWith1096 |
| Number W2 G Included | 0 | NumberW2GIncluded |
| Compliance With Backup Witholding | 1 | ComplianceWithBackupWitholding |
| Number Of Employees | 27 | NumberOfEmployees |
| Employment Tax Returns Filed | 1 | EmploymentTaxReturnsFiled |
| Unrelated Business Income | 0 | UnrelatedBusinessIncome |
| Foreign Financial Account | 0 | ForeignFinancialAccount |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTrans |
| Taxable Party Notification | 0 | TaxablePartyNotification |
| Non Deductible Contributions | 0 | NonDeductibleContributions |
| Quid Pro Quo Contributions | 0 | QuidProQuoContributions |
| Form8282 Property Disposed Of | 0 | Form8282PropertyDisposedOf |
| Funds To Pay Premiums | 0 | FundsToPayPremiums |
| Premiums Paid | 0 | PremiumsPaid |
| Indoor Tanning Services | 0 | IndoorTanningServices |
| Info In Schedule O Part VI | X | InfoInScheduleOPartVI |
| Nbr Voting Governing Body Members | 12 | NbrVotingGoverningBodyMembers |
| Number Independent Voting Members | 11 | NumberIndependentVotingMembers |
| Family Or Business Relationship | 0 | FamilyOrBusinessRelationship |
| Delegation Of Management Duties | 0 | DelegationOfManagementDuties |
| Changes To Organizing Docs | 0 | ChangesToOrganizingDocs |
| Material Diversion Or Misuse | 0 | MaterialDiversionOrMisuse |
| Members Or Stockholders | 0 | MembersOrStockholders |
| Election Of Board Members | 0 | ElectionOfBoardMembers |
| Decisions Subject To Approval | 0 | DecisionsSubjectToApproval |
| Minutes Of Governing Body | 1 | MinutesOfGoverningBody |
| Minutes Of Committees | 1 | MinutesOfCommittees |
| Officer Mailing Address | 0 | OfficerMailingAddress |
| Local Chapters | 0 | LocalChapters |
| Form990 Provided To Governing Body | 1 | Form990ProvidedToGoverningBody |
| Conflict Of Interest Policy | 1 | ConflictOfInterestPolicy |
| Annual Disclosure Covered Persons | 1 | AnnualDisclosureCoveredPersons |
| Regular Monitoring Enforcement | 1 | RegularMonitoringEnforcement |
| Whistleblower Policy | 1 | WhistleblowerPolicy |
| Document Retention Policy | 1 | DocumentRetentionPolicy |
| Compensation Process CEO | 1 | CompensationProcessCEO |
| Compensation Process Other | 1 | CompensationProcessOther |
| Investment In Joint Venture | 0 | InvestmentInJointVenture |
| States Where Copy Of Return Is Filed | MA | StatesWhereCopyOfReturnIsFiled |
| Other Website | X | OtherWebsite |
| Upon Request | X | UponRequest |
The Books Are In Care Of TheBooksAreInCareOf
Name Business NameBusiness
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | SUSAN COAKLEY | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Telephone Number | 7818609177 | TelephoneNumber |
Address US AddressUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 91 HARTWELL AVENUE | AddressLine1 |
| City | LEXINGTON | City |
| State | MA | State |
| ZIP Code | 02421 | ZIPCode |
Form990 Part VII Section A Form990PartVIISectionA (17 entries)
| TitleTitle | Average Hours Per WeekAverageHoursPerWeek | Individual Trustee Or DirectorIndividualTrusteeOrDirector | OfficerOfficer | Reportable Comp From OrganizationReportableCompFromOrganization | Reportable Comp From Related OrgsReportableCompFromRelatedOrgs | Other CompensationOtherCompensation | Highest Compensated EmployeeHighestCompensatedEmployee |
|---|---|---|---|---|---|---|---|
| SUSAN COAKLEY | |||||||
| EXECUTIVE DIRECTOR | 40.00 | X | X | 131205 | 0 | 14824 | |
| PENNI MCLEAN-CONNER | |||||||
| TREASURER | 2.00 | X | X | 0 | 0 | 0 | |
| RON ARAUJO | |||||||
| PRESIDENT | 2.00 | X | X | 0 | 0 | 0 | |
| DAN ZAWESKI | |||||||
| VICE PRESIDENT | 2.00 | X | X | 0 | 0 | 0 | |
| RICHARD SEDANO | |||||||
| BOARD MEMBER | 2.00 | X | 0 | 0 | 0 | ||
| STEPHEN COWELL | |||||||
| BOARD MEMBER | 2.00 | X | 0 | 0 | 0 | ||
| FRANK MURRAY | |||||||
| BOARD MEMBER | 2.00 | X | 0 | 0 | 0 | ||
| LUIS MARTINEZ | |||||||
| BOARD MEMBER | 2.00 | X | 0 | 0 | 0 | ||
| STEVE NADEL | |||||||
| BOARD MEMBER | 2.00 | X | 0 | 0 | 0 | ||
| DANIEL SOSLAND | |||||||
| BOARD MEMBER | 2.00 | X | 0 | 0 | 0 | ||
| EDWARD WHITE JR | |||||||
| BOARD MEMBER | 2.00 | X | 0 | 0 | 0 | ||
| SCOTT JOHNSTONE | |||||||
| CLERK | 2.00 | X | X | 0 | 0 | 0 | |
| ROBERT M MCTIGHE | |||||||
| DIRECTOR OF FIN. AND ADMIN. SERVICES | 40.00 | X | 59546 | 0 | 1565 | ||
| JIM GODKINS | |||||||
| PAST DIRECTOR OF FIN. AND ADMIN. SERVICES | 40.00 | X | 80612 | 0 | 6623 | ||
| JIM O'REILLY | |||||||
| DIRECTOR OF PUBLIC POLICY | 40.00 | 125869 | 0 | 6616 | X | ||
| JULIE MICHALS | |||||||
| EM&V FORUM DIRECTOR | 40.00 | 125831 | 0 | 6518 | X | ||
| ELIZABETH TITUS | |||||||
| SR. RESEARCH AND EVAL. MANAGER | 40.00 | 103271 | 0 | 8497 | X | ||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | 626334 | TotalReportableCompFromOrg |
| Total Reportable Comp Frm Rltd Orgs | 0 | TotalReportableCompFrmRltdOrgs |
| Total Other Compensation | 44643 | TotalOtherCompensation |
| Number Individuals GT100 K | 4 | NumberIndividualsGT100K |
| Formers Listed | 0 | FormersListed |
| Total Comp GT150 K | 0 | TotalCompGT150K |
| Compensation From Other Sources | 0 | CompensationFromOtherSources |
Contractor Compensation ContractorCompensation (5 entries)
| Address Line1AddressOfContractor/AddressUS/AddressLine1 | CityAddressOfContractor/AddressUS/City | StateAddressOfContractor/AddressUS/State | ZIP CodeAddressOfContractor/AddressUS/ZIPCode | Description Of ServicesDescriptionOfServices | CompensationCompensation |
|---|---|---|---|---|---|
| D&R INTERNATIONAL | |||||
| 1300 SPRING STREET | SILVER SPRINGS | MD | 20910 | ENERGY EFFICIENCY QUALIFICATION TESTING | 645685 |
| NAVIGANT CONSULTING INC | |||||
| 4511 PAYSPHERE CIRCLE | CHICAGO | IL | 60674 | ENERGY EFFICIENCY CONSULTING | 337923 |
| KEMA | |||||
| 5202 PAYSPHERE CIRCLE | CHICAGO | IL | 60674 | ENERGY EFFICIENCY CONSULTING | 311352 |
| COMMONWEALTH OF MASSACHUSETTS | |||||
| ONE ASHBURTON PLACE | BOSTON | MA | 02108 | ENERGY EFFICIENCY CONSULTING | 137000 |
| ERS | |||||
| 120 WATER STREET | ANDOVER | MA | 01845 | ENERGY EFFICIENCY CONSULTING | 105000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Number Of Contractors GT100 K | 5 | NumberOfContractorsGT100K |
| Government Grants | 890221 | GovernmentGrants |
| All Other Contributions | 1740656 | AllOtherContributions |
| Total Contributions | 2630877 | TotalContributions |
Program Service Revenue ProgramServiceRevenue (4 entries)
| DescriptionDescription | Business CodeBusinessCode | Total Revenue ColumnTotalRevenueColumn | Related Or Exempt Function IncomeRelatedOrExemptFunctionIncome |
|---|---|---|---|
| EM&V FORUM | 900099 | 1465537 | 1465537 |
| DLC QUALIFIED PRODUCT | 900099 | 1084270 | 1084270 |
| WORKFORCE | 900099 | 60099 | 60099 |
| SUMMIT REGISTRATION | 900099 | 40605 | 40605 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | 2650511 | TotalProgramServiceRevenue |
Investment Income InvestmentIncome
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 3752 | TotalRevenueColumn |
| Exclusion | $3,752 | ExclusionAmount |
Other Revenue Misc OtherRevenueMisc
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description | MISCELLANEOUS INCOME | Description |
| Business Code | 900099 | BusinessCode |
| Total Revenue Column | 24795 | TotalRevenueColumn |
| Related Or Exempt Function Income | 24795 | RelatedOrExemptFunctionIncome |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Other Revenue | 24795 | TotalOtherRevenue |
Total Revenue TotalRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 5309935 | TotalRevenueColumn |
| Related Or Exempt Function Income | 2675306 | RelatedOrExemptFunctionIncome |
| Unrelated Business Revenue | 0 | UnrelatedBusinessRevenue |
| Exclusion | $3,752 | ExclusionAmount |
Comp Current Officers Directors CompCurrentOfficersDirectors
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 294376 | Total |
| Program Services | 79755 | ProgramServices |
| Management And General | 171564 | ManagementAndGeneral |
| Fundraising | 43057 | Fundraising |
Other Salaries And Wages OtherSalariesAndWages
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 1453900 | Total |
| Program Services | 1158867 | ProgramServices |
| Management And General | 203380 | ManagementAndGeneral |
| Fundraising | 91653 | Fundraising |
Pension Plan Contributions PensionPlanContributions
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 60326 | Total |
| Program Services | 46962 | ProgramServices |
| Management And General | 9893 | ManagementAndGeneral |
| Fundraising | 3471 | Fundraising |
Other Employee Benefits OtherEmployeeBenefits
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 121775 | Total |
| Program Services | 91275 | ProgramServices |
| Management And General | 22667 | ManagementAndGeneral |
| Fundraising | 7833 | Fundraising |
Payroll Taxes PayrollTaxes
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 124484 | Total |
| Program Services | 88402 | ProgramServices |
| Management And General | 26707 | ManagementAndGeneral |
| Fundraising | 9375 | Fundraising |
Fees For Services Legal FeesForServicesLegal
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 6417 | Total |
| Program Services | 1513 | ProgramServices |
| Management And General | 4904 | ManagementAndGeneral |
Fees For Services Accounting FeesForServicesAccounting
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 38205 | Total |
| Management And General | 38205 | ManagementAndGeneral |
Fees For Services Other FeesForServicesOther
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 2149160 | Total |
| Program Services | 2069421 | ProgramServices |
| Management And General | 69742 | ManagementAndGeneral |
| Fundraising | 9997 | Fundraising |
Office Expenses OfficeExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 62937 | Total |
| Program Services | 12646 | ProgramServices |
| Management And General | 50291 | ManagementAndGeneral |
Occupancy Occupancy
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 174827 | Total |
| Management And General | 174827 | ManagementAndGeneral |
Travel Travel
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 97070 | Total |
| Program Services | 86663 | ProgramServices |
| Management And General | 6629 | ManagementAndGeneral |
| Fundraising | 3778 | Fundraising |
Conferences Meetings ConferencesMeetings
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 91855 | Total |
| Program Services | 63275 | ProgramServices |
| Management And General | 28062 | ManagementAndGeneral |
| Fundraising | 518 | Fundraising |
Depreciation Depletion DepreciationDepletion
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 28920 | Total |
| Management And General | 28920 | ManagementAndGeneral |
Insurance Insurance
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 15632 | Total |
| Management And General | 15632 | ManagementAndGeneral |
Other Expenses OtherExpenses (3 entries)
| DescriptionDescription | TotalTotal | Program ServicesProgramServices | Management And GeneralManagementAndGeneral | FundraisingFundraising |
|---|---|---|---|---|
| MISCELLANEOUS | 28075 | 19687 | 8388 | |
| DUES AND SUBSCRIPTIONS | 16799 | 16799 | ||
| TRAINING | 7610 | 4637 | 2893 | 80 |
Total Functional Expenses TotalFunctionalExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 4772368 | Total |
| Program Services | 3723103 | ProgramServices |
| Management And General | 879503 | ManagementAndGeneral |
| Fundraising | 169762 | Fundraising |
Cash Non Interest Bearing CashNonInterestBearing
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 302002 | BOY |
| EOY | 44754 | EOY |
Savings And Temp Cash Investments SavingsAndTempCashInvestments
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 214338 | BOY |
| EOY | 1820986 | EOY |
Accounts Receivable AccountsReceivable
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 1106465 | BOY |
| EOY | 447367 | EOY |
Prepaid Expenses Deferred Charges PrepaidExpensesDeferredCharges
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 41801 | BOY |
| EOY | 22063 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Buildings Equipment Basis | 352589 | LandBuildingsEquipmentBasis |
| Land Bldg Equipment Accum Deprec | 181590 | LandBldgEquipmentAccumDeprec |
Land Buildings Equipment Basis Net LandBuildingsEquipmentBasisNet
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 194546 | BOY |
| EOY | 170999 | EOY |
Other Assets Total OtherAssetsTotal
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 40000 | BOY |
| EOY | 40000 | EOY |
Total Assets TotalAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 1899152 | BOY |
| EOY | 2546169 | EOY |
Accounts Payable Accrued Expenses AccountsPayableAccruedExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 489628 | BOY |
| EOY | 472124 | EOY |
Deferred Revenue DeferredRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 364623 | BOY |
| EOY | 491577 | EOY |
Total Liabilities TotalLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 854251 | BOY |
| EOY | 963701 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Follow SFAS117 | X | FollowSFAS117 |
Unrestricted Net Assets UnrestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 562066 | BOY |
| EOY | 752342 | EOY |
Temporarily Restricted Net Assets TemporarilyRestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 482835 | BOY |
| EOY | 830126 | EOY |
Total Net Assets Fund Balances TotalNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 1044901 | BOY |
| EOY | 1582468 | EOY |
Total Liab Net Assets Fund Balances TotalLiabNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 1899152 | BOY |
| EOY | 2546169 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Reconcilation Revenue Expenses | 537567 | ReconcilationRevenueExpenses |
| Reconcilation Other Changes | 0 | ReconcilationOtherChanges |
| Info In Schedule O Part XII | X | InfoInScheduleOPartXII |
| Method Of Accounting Accrual | X | MethodOfAccountingAccrual |
| Accountant Compile Or Review | 0 | AccountantCompileOrReview |
| FS Audited | 1 | FSAudited |
| Audit Committee | 1 | AuditCommittee |
| Financial Statement Separate | X | FinancialStatementSeparate |
| Federal Grant Audit Required | 0 | FederalGrantAuditRequired |
Schedule A IRS990ScheduleA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Publicly Supported Org170b1 Avi | X | PubliclySupportedOrg170b1Avi |
Gifts Grants Contrib Received170 GiftsGrantsContribReceived170
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 2168715 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 2631833 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 3294533 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 4104762 | CurrentTaxYearMinus1Year |
| Current Tax Year | 2630877 | CurrentTaxYear |
| Total | 14830720 | Total |
Total170 Total170
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 2168715 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 2631833 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 3294533 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 4104762 | CurrentTaxYearMinus1Year |
| Current Tax Year | 2630877 | CurrentTaxYear |
| Total | 14830720 | Total |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Amounts Subst Contributors Total | 2058622 | AmountsSubstContributorsTotal |
| Public Support Total170 | 12772098 | PublicSupportTotal170 |
Gross Investment Income170 GrossInvestmentIncome170
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 3614 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 9007 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 12205 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 2058 | CurrentTaxYearMinus1Year |
| Current Tax Year | 3752 | CurrentTaxYear |
| Total | 30636 | Total |
Other Income170 OtherIncome170
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus2 Years | 11910 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 14960 | CurrentTaxYearMinus1Year |
| Current Tax Year | 24795 | CurrentTaxYear |
| Total | 51665 | Total |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Support | 14913021 | TotalSupport |
| Gross Receipts From Admissions Etc | 3882401 | GrossReceiptsFromAdmissionsEtc |
| Public Support Pertcentage170 | 0.85640 | PublicSupportPertcentage170 |
| Public Support Pertcent Prior Year | 0.89370 | PublicSupportPertcentPriorYear |
| Thirty Three Percnt Tests CY170 | X | ThirtyThreePercntTestsCY170 |
Schedule B IRS990ScheduleB
Contributor Info ContributorInfo
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor Number | RESTRICTED | ContributorNumber |
Contributor Name Business ContributorNameBusiness
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | RESTRICTED | BusinessNameLine1 |
Contributor Address US ContributorAddressUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | RESTRICTED | AddressLine1 |
| Address Line2 | RESTRICTED | AddressLine2 |
| City | RESTRICTED | City |
| State | RESTRICTED | State |
| ZIP Code | RESTRICTED | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Aggregate Contributions | RESTRICTED | AggregateContributions |
Schedule D IRS990ScheduleD
Equipment Equipment
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 192517 | OtherCostOrOtherBasis |
| Depreciation | 153577 | Depreciation |
| Book Value | 38940 | BookValue |
Other Land Buildings OtherLandBuildings
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 160072 | OtherCostOrOtherBasis |
| Depreciation | 28013 | Depreciation |
| Book Value | 132059 | BookValue |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Of Book Value Land Buildings | 170999 | TotalOfBookValueLandBuildings |
| Total Revenue | 5309935 | TotalRevenue |
| Total Expenses | 4772368 | TotalExpenses |
| Excess Or Deficit For Year | 537567 | ExcessOrDeficitForYear |
| Excess Or Deficit Per FS | 537567 | ExcessOrDeficitPerFS |
| Tot Revenue Etc Audited Fincl Stmt | 5309935 | TotRevenueEtcAuditedFinclStmt |
| Revenue Not Rptd F990 | 0 | RevenueNotRptdF990 |
| Revenue Subtotal | 5309935 | RevenueSubtotal |
| Revenue Not Rptd On Fin Stmt | 0 | RevenueNotRptdOnFinStmt |
| Total Revenue Per Form990 | 5309935 | TotalRevenuePerForm990 |
| Tot Expenses Etc Audited Fincl Stmt | 4772368 | TotExpensesEtcAuditedFinclStmt |
| Expenses Not Rptd F990 | 0 | ExpensesNotRptdF990 |
| Expenses Subtotal | 4772368 | ExpensesSubtotal |
| Expenses Not Rptd On Fin Stmt | 0 | ExpensesNotRptdOnFinStmt |
| Total Expenses Per Form990 | 4772368 | TotalExpensesPerForm990 |
Form990 Schedule D Part XIV Form990ScheduleDPartXIV
| Field | Value | IRS element (for citing) |
|---|---|---|
| Identifier | DESCRIPTION OF UNCERTAIN TAX POSITIONS UNDER FIN 48: | Identifier |
| Return Reference | PART X: | ReturnReference |
| Explanation | NEEP FOLLOWS THE ACCOUNTING FOR UNCERTAINTY IN INCOME TAXES STANDARD WHICH REQUIRES NEEP TO REPORT UNCERTAIN TAX POSITIONS, RELATED INTEREST AND PENALTIES, AND TO ADJUST ITS UNRECOGNIZED TAX BENEFITS AND ACCRUED INTEREST AND PENALTIES ACCORDINGLY. AS OF DECEMBER 31, 2011, NEEP DETERMINED THAT THERE ARE NO MATERIAL UNRECOGNIZED TAX BENEFITS TO REPORT. INFORMATION RETURNS FILED FOR THE YEARS ENDED DECEMBER 31, 2010, 2009, AND 2008, REMAIN SUBJECT TO EXAMINATION BY THE INTERNAL REVENUE SERVICE AND COMMONWEALTH OF MASSACHUSETTS. NEEP DOES NOT EXPECT THE AMOUNT OF UNRECOGNIZED TAX BENEFITS TO CHANGE SIGNIFICANTLY WITHIN THE NEXT TWELVE MONTHS. | Explanation |
Schedule L IRS990ScheduleL
Form990 Schedule L Part IV Form990ScheduleLPartIV (3 entries)
| RelationshipRelationship | Amount Of TransactionAmountOfTransaction | Description Of TransactionDescriptionOfTransaction | Sharing Of RevenuesSharingOfRevenues |
|---|---|---|---|
| PENNI MCLEAN-CONNER | |||
| BOARD MEMBER | 136989 | CONTRACT BETWEEN NEEP AND BOARD MEMBER'S EMPLOYER RELATED TO THE EM&V FORUM, AND DLC QPL SPONSORSHIPS. | 0 |
| RON ARAUJO | |||
| BOARD MEMBER | 130780 | CONTRACT BETWEEN NEEP AND BOARD MEMBER'S EMPLOYER RELATED TO THE EM&V FORUM, AND DLC QPL SPONSORSHIPS. | 0 |
| EDWARD WHITE JR | |||
| BOARD MEMBER | 191155 | CONTRACT BETWEEN NEEP AND BOARD MEMBER'S EMPLOYER RELATED TO THE EM&V FORUM, AND DLC QPL SPONSORSHIPS. | 0 |
Schedule O IRS990ScheduleO
General Explanation GeneralExplanation (5 entries)
| Return ReferenceReturnReference | ExplanationExplanation |
|---|---|
| FORM 990, PART VI, SECTION B, LINE 11 | FORM 990 IS REVIEWED BY THE FINANCE COMMITTEE OF NEEP'S BOARD OF DIRECTORS. |
| FORM 990, PART VI, SECTION B, LINE 12C | WHEN CONFLICTS OF INTEREST ARE PRESENT, THE INTERESTED MEMBER IS NOT PERMITTED TO VOTE ON RELATED ISSUES. |
| FORM 990, PART VI, SECTION B, LINE 15 | SALARY PROCESS IS REVIEWED BY BOARD COMMITTEE. |
| FORM 990, PART VI, SECTION C, LINE 19 | THE ORGANIZATION MAKES ITS GOVERNING DOCUMENTS AND FINANCIAL STATEMENTS AVAILABLE TO THE PUBLIC UPON REQUEST. |
| FORM 990, PART XII, LINE 2C | THE BOARD OF DIRECTORS ASSUMES RESPONSIBILITY FOR THE OVERSIGHT OF THE AUDIT OF ITS FINANCIAL STATEMENTS AND SELECTION OF THE INDEPENDENT ACCOUNTANT. |