Nonprofit · EIN 04-3323169
EFFICIENCY FORWARD INC
Tax-exempt · MEDFORD, MA 02155
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| December 31, 2025 | 990 | $6,191,492 | $7,256,568 | -$1,065,076 | $3,571,652 | $634,129 | $2,937,523 |
| December 31, 2024 | 990 | $7,798,382 | $8,580,664 | -$782,282 | $5,345,453 | $1,342,854 | $4,002,599 |
| December 31, 2023 | 990 | $9,405,051 | $9,308,626 | $96,425 | $6,092,707 | $1,307,826 | $4,784,881 |
Financial details: 990 for the year ended December 31, 2025
Revenue
- Contributions, gifts and grants
- $0
- Program service revenue
- $6,023,035
- Investment income
- $168,457
- Other revenue
- $0
Expenses
- Grants and similar amounts paid
- $0
- Compensation of officers, directors and key employees
- $513,744
- Other salaries and wages
- $2,596,805
- Salaries, compensation and benefits (total)
- $3,691,809
- Professional fundraising fees
- $0
- Legal fees
- $145,915
- Accounting fees
- $173,075
- Occupancy
- $61,505
- Travel
- $69,033
- Depreciation
- $62,933
- Program services (functional)
- $6,116,755
- Management and general (functional)
- $1,139,813
Balance sheet and other
- Total assets, start of year
- $5,345,453
- Total assets, end of year
- $3,571,652
- Total liabilities, end of year
- $634,129
- Net assets, end of year
- $2,937,523
- Land, buildings and equipment
- $473,975
- Net assets without donor restrictions
- $2,937,523
- Gross receipts
- $6,191,492
- Employees
- 29
- Volunteers
- 7
- Year formed
- 1996
- State of legal domicile
- MA
From the e-filed returns the IRS publishes as XML (latest three processing years; amended returns replace the original). PDF copies at the IRS.
Officers, directors and key employees
As listed on the 990 for the year ended December 31, 2025, highest compensation first.
| Name | Title | Hours / week | Compensation | Other / benefits |
|---|---|---|---|---|
| CHRISTINA HALFPENNY | EXECUTIVE DIRECTOR Officer | 40 | $250,761 | $15,011 |
| STEPHEN WHITE | CHIEF OPERATING OFFICER Officer | 40 | $210,959 | $37,013 |
| STUART BERJANSKY | TECHNICAL DIRECTOR Highest-paid employee | 40 | $178,102 | $34,696 |
| CAROLYN WEINER | ET DIRECTOR Highest-paid employee | 40 | $185,536 | $9,572 |
| LEORA RADETSKY | TECHNICAL MANAGER Highest-paid employee | 40 | $154,110 | $36,398 |
| LIESEL WHITNEY-SCHULTE | PROGRAM DIRECTOR Highest-paid employee | 40 | $159,524 | $26,586 |
| AARON FELDMAN | TECHNICAL MANAGER Highest-paid employee | 40 | $148,794 | $8,271 |
| REGINA DURGA | BOARD PRESIDENT Trustee or director, Officer | 2 | $0 | $0 |
| CARLOS NOUEL | BOARD TREASURER Trustee or director, Officer | 2 | $0 | $0 |
| ALECIA WARD | BOARD CLERK Trustee or director, Officer | 2 | $0 | $0 |
| PAT LO | BOARD MEMBER Trustee or director | 2 | $0 | $0 |
| LARISSA PAREDES MUSE | BOARD MEMBER Trustee or director | 2 | $0 | $0 |
| MEG LUSARDI | BOARD MEMBER Trustee or director | 2 | $0 | $0 |
| KAREN ZELMAR | BOARD MEMBER Trustee or director | 2 | $0 | $0 |
| SCOTT JOHNSTONE | BOARD MEMBER (UNTIL 9/25) Trustee or director | 2 | $0 | $0 |
990 for the year ended December 31, 2024: 13 people
| Name | Title | Hours / week | Compensation | Other / benefits |
|---|---|---|---|---|
| CHRISTINA HALFPENNY | EXECUTIVE DIRECTOR Officer | 40 | $258,813 | $25,092 |
| STEPHEN WHITE | CHIEF OPERATING OFFICER Officer | 40 | $207,011 | $33,414 |
| STUART BERJANSKY | TECHNICAL DIRECTOR Highest-paid employee | 40 | $172,541 | $34,466 |
| LEORA RADETSKY | TECHNICAL MANAGER Highest-paid employee | 40 | $151,793 | $33,474 |
| LIESEL WHITNEY-SCHULTE | PROGRAM DIRECTOR Highest-paid employee | 40 | $153,294 | $26,438 |
| LEVIN NOCK | PROGRAM DIRECTOR Highest-paid employee | 40 | $139,809 | $16,691 |
| AARON FELDMAN | SENIOR TECHNICAL OPERATIONS MANAGER Highest-paid employee | 40 | $137,201 | $7,347 |
| REGINA DURGA | BOARD PRESIDENT Trustee or director, Officer | 2 | $0 | $0 |
| CARLOS NOUEL | BOARD TREASURER Trustee or director, Officer | 2 | $0 | $0 |
| ALECIA WARD | BOARD CLERK Trustee or director, Officer | 2 | $0 | $0 |
| PAT LO | BOARD MEMBER Trustee or director | 2 | $0 | $0 |
| LARISSA PAREDES MUSE | BOARD MEMBER Trustee or director | 2 | $0 | $0 |
| SCOTT JOHNSTONE | BOARD MEMBER Trustee or director | 2 | $0 | $0 |
990 for the year ended December 31, 2023: 13 people
| Name | Title | Hours / week | Compensation | Other / benefits |
|---|---|---|---|---|
| CHRISTINA HALFPENNY | EXECUTIVE DIRECTOR Officer | 40 | $242,337 | $33,797 |
| STEPHEN WHITE | CHIEF OPERATING OFFICER Officer | 40 | $198,928 | $29,526 |
| STUART BERJANSKY | TECHNICAL DIRECTOR Highest-paid employee | 40 | $169,989 | $22,610 |
| LEORA RADETSKY | TECHNICAL MANAGER Highest-paid employee | 40 | $143,710 | $29,713 |
| LEVIN NOCK | PROGRAM DIRECTOR Highest-paid employee | 40 | $135,454 | $19,175 |
| LIESEL WHITNEY-SCHULTE | PROGRAM DIRECTOR Highest-paid employee | 40 | $119,477 | $25,944 |
| JASON JEUNNETTE | TECHNICAL MANAGER Highest-paid employee | 40 | $115,871 | $28,971 |
| REGINA DURGA | BOARD PRESIDENT Trustee or director, Officer | 2 | $0 | $0 |
| CARLOS NOUEL | BOARD TREASURER Trustee or director, Officer | 2 | $0 | $0 |
| PAT LO | BOARD MEMBER Trustee or director | 2 | $0 | $0 |
| LARISSA PAREDES MUSE | BOARD MEMBER Trustee or director | 2 | $0 | $0 |
| SCOTT JOHNSTONE | BOARD MEMBER Trustee or director | 2 | $0 | $0 |
| ALECIA WARD | BOARD CLERK Trustee or director, Officer | 2 | $0 | $0 |
Address and contacts
- Address (IRS master file)
- 10 HIGH ST STE 10, MEDFORD, MA 02155-3848
- In care of
- % ANGELA DEMPSEY
- Principal officer (990 for 2025)
- STEPHEN WHITE, 10 HIGH STREET 10, MEDFORD, MA 02155
- Signed the 990
- STEPHEN WHITE, CHIEF OPERATING OFFICER
- Phone
- (301) 588-9387
- Website
- WWW.EFFICIENCYFORWARD.ORG
- Return prepared by
- AAFCPAS INC
Mission
EFFICIENCY FORWARD, INC. IS A NON-PROFIT THAT ADMINISTERS AND RUNS THE DLC.THE DESIGNLIGHTS CONSORTIUM (DLC) IS A NON-PROFIT ORGANIZATION WITH A MISSION TO ACHIEVE ENERGY OPTIMIZATION BY ENABLING CONTROLLABILITY WITH A FOCUS ON QUALITY, PEOPLE, AND THE ENVIRONMENT.AS A NON-PROFIT, THE DLC IS COMMITED TO IMPROVING ENERGY EFFICIENCY FOR COMMERCIAL LIGHTING THROUGHOUT NORTH AMERICA, AND TO MAKING A POSITIVE CLIMATE IMPACT WORLDWIDE. IT'S OUR GOAL TO PROVIDE A TRUSTED, IMPARTIAL ASSESSMENT OF THE INDUSTRY'S HIGHEST PERFORMING LIGHTING PRODUCTS AND SYSTEMS TO BOOST CONSUMER TRUST AND ADOPTION OF THE TECHNOLOGIES THAT SAVE THE MOST ENERGY.
Program accomplishments
- THE DESIGNLIGHTS CONSORTIUM (DLC) SOLID-STATE LIGHTING QUALIFIED PRODUCT LIST (QPL) - THE DLC'S SOLID-STATE LIGHTING QPL IS THE INDUSTRY'S LARGEST VERIFIED LIST OF HIGH PERFORMING LED LIGHTINGPRODUCTS. THE LIST PROMOTES ENERGY EFFICIENCY BY DISTINGUISHING QUALITY, HIGH-PERFORMANCE LED PRODUCTS. LUNA WAS ADDED IN 2022 TO SUPPORT RESPONSIBLE LIGHT AT NIGHT PRODUCT QUALIFICATIONS.Expenses $4,019,222 · revenue $3,957,640
- DLC NETWORKED LIGHTING CONTROLS (NLC) PROGRAM - THE DLC'S NLC PROGRAM IS A SUITE OF TOOLS AND RESOURCES THAT SUPPORT ENERGY EFFICIENCY ADMINISTRATORS AND OTHER STAKEHOLDERS TO ENABLE THE WIDESPREAD ADOPTION OF NLC WITH THE EFFECT OF SIGNIFICANTLY REDUCING ENERGY USE IN COMMERCIAL BUILDINGS.Expenses $790,106 · revenue $778,000
- DLC MEMBERS ARE STATE REGIONAL, AND UTILITY ENERGY EFFICIENCY PROGRAMS THROUGHOUT THE UNITED STATES AND CANADA. MEMBERS ARE INTEGRAL TO THE SUCCESS OF THE DLC. OUR MEMBERS PROVIDE EXPERTISE AND INSIGHT INTO POLICY AND SPECIFICATION DEVELOPMENT PROCESSES AND ON TOPICS RELATED TO QUALITY, PERFORMANCE, ENERGY EFFICIENCY, AND LIGHTING MARKET TRANSFORMATION. IN RETURN, DLC MEMBERS USE DLC RESOURCES TO IMPROVE THEIR EFFICIENCY INCENTIVE PROGRAMS, MEET THEIR ENERGY SAVINGS GOALS, AND PROVIDE PRODUCT QUALITY AND PERFORMANCE ASSURANCE TO THEIR CUSTOMERS.Expenses $568,786 · revenue $560,071
- OTHER PROGRAMS INCLUDE DLC ANNUAL CONTROLS SUMMIT, DLC HORTICULTURAL LIGHTING PROGRAM, DLC API, AND DLC TRAININGExpenses $738,641 · revenue $727,324
What it must file and when
IRS records say it files Form 990 or 990-EZ. Based on its last return; a smaller organization may file the 990-N. Its accounting year ends in December, so each return is due on the 15th day of the 5th month after that.
| Tax year | Year ended | Due | IRS public records |
|---|---|---|---|
| 2025 | December 31, 2025 | May 15, 2026 | 990 on file |
| 2024 | December 31, 2024 | May 15, 2025 | 990 on file |
| 2023 | December 31, 2023 | May 15, 2024 | 990 on file |
IRS record
- EIN
- 04-3323169
- Tax-exempt status
- 501(c)(3): Charitable, religious, educational or scientific organization
- Foundation status
- Publicly supported organization (170(b)(1)(A)(vi))
- Donations deductible (Pub 78)
- Public charity, 50% deduction limit
- Exempt since
- 1998
- Accounting year ends
- December
- Files
- Form 990 or 990-EZ
- Category (NTEE)
- Environment (C350)
- Assets (IRS master file)
- $3,571,652
- Income (IRS master file)
- $6,191,492
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990 | December 2025 | $6,191,492 | $7,256,568 | $3,571,652 | XML |
| 990 | December 2024 | $7,798,382 | $8,580,664 | $5,345,453 | XML |
| 990 | December 2023 | $9,405,051 | $9,308,626 | $6,092,707 | XML |
| 990 | December 2022 | $10,711,915 | $10,522,957 | $6,429,055 | IRS |
| 990 | December 2021 | – | – | – | IRS |
| 990 | December 2020 | – | – | – | IRS |
| 990 | December 2019 | – | – | – | IRS |
| 990 | December 2018 | – | – | – | IRS |
990-N: the IRS bulk file holds only the latest e-Postcard per organization; earlier years come from archived copies of that file since 2020 and can have gaps (the IRS e-Postcard search lists every one). 990, 990-EZ, 990-PF, 990-T: every e-filed return in the IRS e-file index since 2019; XML for the latest three processing years, amounts from the IRS Statistics of Income extracts before that. PDF copies and determination letters at the IRS (search EIN 04-3323169).
Questions about EFFICIENCY FORWARD INC
- What is the EIN of EFFICIENCY FORWARD INC?
- The employer identification number (EIN) of EFFICIENCY FORWARD INC is 04-3323169.
- Is EFFICIENCY FORWARD INC tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 1998.
- Are donations to EFFICIENCY FORWARD INC tax-deductible?
- Yes. It is listed in IRS Publication 78 (Public charity, 50% deduction limit).
- Which annual return does EFFICIENCY FORWARD INC file?
- Form 990 or 990-EZ. Based on its last return; a smaller organization may file the 990-N.
- When is the next return of EFFICIENCY FORWARD INC due?
- The return for tax year 2026 (the year ending December 31, 2026) is due May 17, 2027. Form 8868 extends it by six months; the 990-N cannot be extended.
- When did EFFICIENCY FORWARD INC last file with the IRS?
- The latest return in the IRS public files is the 990 for the year ended December 2025.
- Who is the principal officer of EFFICIENCY FORWARD INC?
- The 990 for the year ended December 31, 2025 names STEPHEN WHITE.
- Who are the officers and directors of EFFICIENCY FORWARD INC?
- The 990 for the year ended December 31, 2025 lists 15 people; 7 received compensation from the organization, the highest $250,761 (CHRISTINA HALFPENNY, EXECUTIVE DIRECTOR).
- How much revenue does EFFICIENCY FORWARD INC have?
- On its 990 for the year ended December 31, 2025 it reported revenue of $6,191,492, expenses of $7,256,568 and total assets of $3,571,652 at year end.
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