ENERGY FEDERATION INC
1 WILLOW STREET, SOUTHBOROUGH, MA 01772 www.efi.org

---

Organizations Filed Purposes: 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.

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 EFFICIENT LED AND CFL LIGHTING 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. DURING FY 2020 OVER $2,400,000 WORTH OF ENERGY CONSERVATION PRODUCTS WERE SOLD TO AGENCIES BY EFI FOR INSTALLATION IN PEOPLE'S HOMES. 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. DURING FY 2020 EFI SHIPPED OVER $8 MILLION WORTH OF THESE TYPES OF PRODUCTS TO THE TRADESPEOPLE WHO DEPEND ON EFI'S PRODUCT AND LOGISTICS EXPERTISE.IN ADDITION, MAKING ENERGY EFFICIENCY-RELATED PRODUCTS AVAILABLE TO CONSUMERS THROUGH MAIL ORDER PROGRAMS AND ECOMMERCE SITES ARE EXTREMELY EFFECTIVE WAYS TO COST EFFECTIVELY STIMULATE INCREASED USE OF ENERGY EFFICIENT PRODUCTS, AN AREA IN WHICH EFI IS A LEADER. THESE ONLINE CATALOGS ARE NOW REFERRED TO AS ONLINE MARKETPLACES, FOR WHICH EFI HAS DEPLOYED OVER 70 THROUGH THE END OF FY 2020. THESE MARKETPLACES OFFER UTILITY-SPONSORED INSTANT REBATES ON PRODUCTS RANGING FROM ENERGY STAR CERTIFIED LIGHT BULBS TO HIGH PERFORMANCE SHOWER HEADS TO ADVANCED POWER STRIPS AND SMART THERMOSTATS. DURING FY 2020 EFI ATTRACTED 2.6 MILLION VISITORS TO OUR MARKETPLACES, RESULTING IN OVER 218,000 ORDERS BEING PLACED BY CUSTOMERS OF OUR ELECTRIC AND GAS UTILITY CLIENTS FOR NEARLY 900,000 SKUS. SALES THROUGH THIS CHANNEL EXCEEDED $30 MILLION DURING FY 2020.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. ALL OF EFI'S UTILITY-SPONSORED LIGHTING PROGRAMS HAVE NOW FULLY TRANSITIONED TO LEDS. NEW TECHNOLOGIES CURRENTLY BEING EXPLORED INCLUDE "SMART HOME" TECHNOLOGIES THAT HAVE THE ABILITY TO REDUCE ENERGY CONSUMPTION.WHILE TRADITIONAL PROGRAMMABLE THERMOSTATS HAVE BEEN A STAPLE OF UTILITY PROGRAMS FOR DECADES, THE ADDED VALUE AND POTENTIAL FOR INCREASED SAVINGS THAT ARE AVAILABLE THROUGH WI-FI ENABLED SMART THERMOSTATS IS COMPELLING. EFI IS AN AUTHORIZED DISTRIBUTOR FOR MOST OF THE SMART THERMOSTAT MANUFACTURERS, WITH ALL OF THE THERMOSTAT PROGRAMS THAT EFI OPERATES NOW FEATURING THESE MORE ADVANCED TECHNOLOGIES. EFI HAS ALSO EMBARKED ON AN INITIATIVE WITH GOOGLE TO STIMULATE THE INSTALLATION OF SMART THERMOSTATS IN LOW AND MODERATE-INCOME HOMES, COLLABORATING WITH ONE OF THE NATION'S LARGEST BACKERS OF MORTGAGES FOR LOW- AND MODERATE-INCOME HOUSEHOLDS. HOT WATER SAVING DEVICES DELIVER AMONG THE STRONGEST SAVINGS AVAILABLE TO UTILITY PROGRAMS, PARTICULARLY HIGH-PERFORMANCE SHOWERHEADS. WHILE EFI'S SALES OF WATER-SAVING SHOWERHEADS REMAIN STRONG, IF THE SHOWERHEAD IS NOT INSTALLED NO SAVINGS IS REALIZED. IN THIS CONTEXT EFI IS BEGINNING TO SOURCE SHOWERHEADS WITH FORM FACTORS THAT MAY HAVE GREATER APPEAL TO CONSUMERS, POTENTIALLY IMPROVING IN-SERVICE RATES WITHOUT SACRIFICING FLOW RATES.AN EMERGING NEW PRODUCT CATEGORY ARE WI-FI ENABLED ITEMS THAT FALL INTO THE "SMART HOME" CATEGORY. BEYOND THERMOSTATS, CONNECTED LED LIGHTING, BLUETOOTH ENABLED ADVANCED POWER STRIPS AND PLUG LOAD CONTROLS, THERE ARE ASSOCIATED PRODUCTS THAT CAN ALLOW ENERGY EFFICIENCY ITEMS TO DELIVERY INCREASED SAVINGS AND BENEFITS. REFLECTIVE OF THE ORGANIZATION'S COMMITMENT TO FIND INNOVATIVE WAYS TO STIMULATE ENERGY SAVINGS IN NEW WAYS, EFI HAS LEVERAGED THE APPEAL OF THESE TYPES OF ITEMS, FOR INSTANCE, TO HELP THE STATE OF WISCONSIN INCREASE THE NUMBER OF CONNECTED HOMES IN RURAL AREAS, WHICH IS EXPECTED TO PROVIDE ECONOMIC BENEFIT TO THE STATE.

INCENTIVE SERVICESDURING EFI'S HISTORY THE ORGANIZATION HAS PROCESSED INCENTIVES FOR MORE THAN 250 MILLION 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, ISSUING APPROXIMATELY $2 BILLION WORTH OF INCENTIVES ON BEHALF OF OUR CLIENTS TO-DATE. EACH YEAR EFI PROCESSES AND PAYS OUT MORE THAN $120 MILLION WORTH OF UPSTREAM AND MIDSTREAM INCENTIVES ON BEHALF OF OUR CLIENTS TO TRADE ALLIES AND INDUSTRY PARTNERS, INCLUDING RETAILERS, DISTRIBUTORS, AND CONTRACTORS. IN FY 2020 EFI ISSUED INCENTIVE PAYMENTS ON BEHALF OF THE VARIOUS UTILITY, STATE ENERGY OFFICE, AND NGO CLIENTS, REPRESENTING OVER $1 MILLION WORTH OF SERVICES REVENUE FOR EFI. THESE INCENTIVE PAYMENTS WERE MADE TO CONSUMERS AND BUSINESSES TO ENCOURAGE THEM TO INVEST IN ENERGY EFFICIENT PRODUCTS AND MEASURES. 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, 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.

---

---

Data for this page was sourced from XML published by IRS (public 990 form dataset) from: https://s3.amazonaws.com/irs-form-990/202100449349300220_public.xml