2025-08-15T09:54:03-05:00 2024-09-30 390974031 WEGNER CPAS LLP 2921 LANDMARK PL STE 300 MADISON WI 537134236 990 2023-10-01 391443614 ENERGY SERVICES INC ENER 6083670163 2817 FISH HATCHERY ROAD FITCHBURG WI 53713 TIMOTHY BRUER EXECUTIVE DIRECTOR 6083670163 2025-08-15 1 1 MITCH DAVIS CPA P01273382 6082744020 2025-08-14 2023 2025-03-06 01:10:19Z TIMOTHY BRUER 2817 FISH HATCHERY ROAD FITCHBURG WI 53713 23204792 0 X WWW.ESIWI.COM X 1982 WI PROVIDE COMPREHENSIVE ENERGY AND RENTAL ASSISTANCE SERVICES THAT HELP LOW-INCOME HOUSEHOLDS COPE WITH THE EFFECTS OF RISING ENERGY AND HOUSING COSTS. SPECIAL EMPHASIS IS PLACED IN OFFSETTING THE POTENTIAL OF ENERGY-RELATED EMERGENCIES OR HOMELESSNESS. 5 5 265 26 0 0 29329316 20753613 1051125 2085925 145594 211806 20888 -115089 30546923 22936255 11140723 6739628 0 0 10821937 10829167 0 0 582348 6431062 5280237 28393722 22849032 2153201 87223 10856710 11447751 1320951 1824769 9535759 9622982 X THE PRIMARY MISSION OF ENERGY SERVICES, INC. (ESI) IS TO PROVIDE LIMITED-INCOME FAMILIES WITH THE SERVICES AND ASSISTANCE NECESSARY TO PREVENT AND/OR ALLEVIATE ENERGY AND HOUSING EMERGENCIES FROM OCCURRING, WHILE PROMOTING INITIATIVES THAT RESULT IN A FAMILY'S LONG-TERM SELF-SUFFICIENCY.ESI'S SECONDARY MISSION IS TO LEVERAGE OTHER RESOURCES FROM PUBLIC AND PRIVATE CONTRIBUTIONS TO OFFSET THE GAP BETWEEN GROWING UNMET ENERGY AND RENTAL RELATED NEEDS DUE TO THE UNCERTAINTIES ASSOCIATED WITH GOVERNMENT GRANTS. 0 0 19584290 6739628 2085925 ENERGY AND RENTAL ASSISTANCE IS PROVIDED TO STRUGGLING, LIMITED-INCOME, AND AT-RISK ELDERLY, DISABLED, VETERANS, AND FAMILIES WITH SERVICES AND ASSISTANCE GRANTS TO PREVENT AND/OR ALLEVIATE LIFE-THREATENING ENERGY AND HOUSING RELATED EMERGENCIES FROM OCCURRING DURING BITTER COLD WINTERS AND BLISTERING HOT SUMMERS. SPECIAL EMPHASIS IS ALSO PLACED ON ESTABLISHING LONG-TERM ECONOMIC STABILITY OF THE HOUSEHOLDS SERVED. ESI SERVES AS A CENTRAL CLEARING-HOUSE PROVIDER OF ASSISTANCE THROUGHOUT WISCONSIN.ESI HAS CONTRACTS WITH THE WI DOA DEPARTMENT OF ENERGY, HOUSING AND COMMUNITY RESOURCES (DEHCR) TO ADMINISTER THE WISCONSIN HOME ENERGY ASSISTANCE PROGRAM (WHEAP) AND KEEP WISCONSIN WARM/COOL FUND AND HEAT AND HOUSING FOR HEROES (KWW/CF AND HH4H). WHEAP ASSISTANCE GRANTS ARE PAID DIRECTLY BY WI DOA WHILE KWW/CF AND HH4H ASSISTANCE GRANTS ARE PAID DIRECTLY BY ESI. BEGINNING IN FISCAL 2021, ESI ADMINISTERED THE WISCONSIN EMERGENCY RENTAL ASSISTANCE (WERA) PROGRAM, WITH ASSISTANCE GRANTS PAID DIRECTLY BY WI DOA. CONTINUING IN FISCAL 2022, ESI ALSO BEGAN ADMINISTERING THE LOW-INCOME HOME WATER ASSISTANCE PROGRAM (LIHWAP), WITH ASSISTANCE GRANTS PAID DIRECTLY BY WI DOA. FURTHERMORE, ALONG WITH THE TWO PREVIOUSLY STATED PROGRAMS, ESI ALSO BEGAN ADMINISTERING THE VETERANS RENTAL ASSISTANCE PROGRAM (VRAP) IN FISCAL 2023, WITH ASSISTANCE GRANTS PAID DIRECTLY BY ESI. ESI PERFORMS A VARIETY OF SERVICES UNDER THE PROGRAMS.ESI ADMINISTERS THE GRANT ASSISTANCE FOR EACH OF THE PROGRAMS. ASSISTANCE GRANTS PAID DIRECTLY WITH WI DOA ARE EXCLUDED FROM THE FINANCIAL STATEMENTS. THESE ASSISTANCE GRANT FUNDS WOULD HAVE INCREASED REVENUE AND ASSISTANCE BY $94,140,346 AND INCREASED THE PROGRAM EXPENSES PERCENTAGE FROM 85% TO 97%.RESOURCES ARE PRIMARILY OBTAINED FROM FEDERAL, STATE, AND LOCAL GOVERNMENT GRANTS. THERE CONTINUES TO BE A GAP BETWEEN DECLINING GOVERNMENT GRANTS AND GROWING UNMET ENERGY AND HOUSING RELATED NEEDS. ESI CONTINUES TO EXPAND ITS CHARITABLE LEVERAGING INITIATIVES TO SUPPLEMENT THE GOVERNMENT GRANTS AND ALLEVIATE THAT GAP THROUGH THE KEEP WISCONSIN WARM/COOL FUND AND HEAT AND HOUSING FOR HEROES THROUGHOUT WISCONSIN. THOSE RESOURCES ARE OBTAINED FROM UTILITY COMPANIES IN THE COUNTIES SERVED BY ESI AND OTHER PRIVATE CHARITABLE CONTRIBUTIONS. 19584290 1 1 0 0 0 0 0 0 0 0 1 0 0 1 1 0 1 0 0 0 0 0 0 0 1 0 0 0 1 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 361 0 265 1 0 0 0 0 0 1 1 0 0 0 0 0 0 X 5 5 0 0 0 0 0 0 0 1 1 0 0 1 1 1 1 0 1 1 1 0 WI X TIMOTHY BRUER 6083670163 2817 FISH HATCHERY ROAD FITCHBURG WI 53713 DAVID MARTIN PRESIDENT/TREASURER 1.00 X X 0 0 0 MICHAEL LAWTON SECRETARY 1.00 X X 0 0 0 TIM MCCAFFREY DIRECTOR 1.00 X 0 0 0 MIKE LAWRENCE DIRECTOR 1.00 X 0 0 0 RANDY MANNING DIRECTOR 1.00 X 0 0 0 TIMOTHY BRUER EXECUTIVE DIRECTOR 37.50 X 633856 0 70148 BEVERLY SHOOK OPERATIONS & HR MANAGER 37.50 X 227249 0 59910 NOEL AYALA VETERAN SERVICES ADVOCATE/CCC COORDINATOR 37.50 X 225044 0 59344 LUCAS MARTI IT MANAGER 37.50 X 168173 0 30343 NICOLE LAUDERDALE FISCAL/OPERATIONS COORDINATOR 37.50 X 203289 0 21278 STEVEN JOHNSON INTAKE ELIGIBILITY SPECIALIST 37.50 X 190869 0 31212 ERICA ANDERSON LEAD PROGRAM SERVICES COORDINATOR 37.50 X 201136 0 34262 1849616 0 306497 11 0 1 0 0 39483 95563 18754667 1863900 20753613 PROGRAM REVENUE 624200 2085925 2085925 2085925 211806 211806 125157 95563 268537 -143380 -143380 UTILITY REFUNDS 900099 23909 23909 4382 4382 28291 22936255 2085925 0 96717 6739628 6739628 592339 186452 251065 154822 7685164 6394990 1213507 76667 684920 569869 106664 8387 1227973 1057426 170201 346 638771 524275 103579 10917 3161 3161 48685 48685 682178 443808 164473 73897 2277068 2101859 462 174747 820870 630223 149512 41135 45763 31979 8611 5173 872355 705584 147538 19233 351139 82833 268195 111 8964 3624 396 4944 56140 45407 9495 1238 57985 40520 10910 6555 MEMBERSHIP DUES AND SUB 36939 25813 6950 4176 18990 18990 22849032 19584290 2682394 582348 250068 2334320 8357551 4136611 791878 1629531 0 9690 311258 395079 2693695 450003 430669 2243692 715286 698828 10856710 11447751 593190 1116968 2275 0 725486 707801 1320951 1824769 X 9535759 9622982 9535759 9622982 10856710 11447751 87223 0 X 0 1 X 1 1 1 X 13139843 17432082 20781643 29329316 20753613 101436497 13139843 17432082 20781643 29329316 20753613 101436497 10067207 91369290 9990 17351 14210 145594 211806 398951 101835448 3783565 0.89720 0.85870 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 453665 453665 2205536 415509 1790027 34494 34494 0 2243692 OPERATING LEASE RIGHT-OF-USE ASSETS 698828 698828 OPERATING LEASE LIABILITIES 707801 707801 23204792 0 23204792 -268537 -268537 22936255 23117569 268537 268537 22849032 0 22849032 PART XI, LINE 4B - OTHER ADJUSTMENTS: DIRECT EXPENSES REPORTED ON FORM 990, PART VIII, LINE 8B -268,537. PART XII, LINE 2D - OTHER ADJUSTMENTS: DIRECT EXPENSES REPORTED ON FORM 990, PART VIII, LINE 8B 268,537. GOLF CLASSIC 172363 95563 76800 133423 65389 FLANNEL FEST 36188 36188 6177 63065 1 12169 12169 483 220720 95563 125157 139600 128937 268537 -143380 1 ENERGY AND RENTAL ASSISTANCE 16542 6739628 PART I, LINE 2: ENERGY SERVICES, INC. DISTRIBUTES GRANTS FOR ENERGY AND RENTAL ASSISTANCE. GRANT DISTRIBUTIONS ARE MADE PAYABLE DIRECTLY TO THE UTILITY VENDORS OR LANDLORDS. VENDORS ARE APPROVED BY THE STATE OF WISCONSIN, WHICH HAS ITS OWN VETTING PROCESS. NO GRANT DISTRIBUTIONS ARE MADE PAYABLE DIRECTLY TO INDIVIDUAL RECIPIENTS. ELIGIBILITY AND NEED ARE DETERMINED BY ENERGY SERVICES, INC. PERSONNEL BASED ON ESTABLISHED GUIDELINES. REPORTS CAN BE GENERATED FOR ANY TIME FRAME TO VIEW CLIENT RECIPIENTS, VENDORS, AND GRANT DISTRIBUTIONS FROM WI DOA DEHCR AND ESI INTERNAL DATABASES. THE QUALITY ASSURANCE AUDITOR AND MANAGEMENT OF ENERGY SERVICES, INC. REGULARLY PERFORM INTERNAL REVIEWS FOR ELIGIBILITY, DOCUMENTATION, AND OTHER CRITERIA ASSOCIATED WITH QUALITY ASSURANCE. FEDERAL, STATE, AND INDEPENDENT AUDITORS PERIODICALLY PERFORM EXTERNAL REVIEWS FOR ELIGIBILITY, DOCUMENTATION, AND OTHER CRITERIA ASSOCIATED WITH QUALITY ASSURANCE REVIEWS. ASSISTANCE GRANTS PAID DIRECTLY WITH WI DOA ARE EXCLUDED FROM THE FINANCIAL STATEMENTS. THESE ASSISTANCE GRANTS WOULD HAVE INCREASED ASSISTANCE BY $94,140,346 AND ASSISTED 194,093 HOUSEHOLDS. X X X 0 0 0 0 0 0 0 0 0 TIMOTHY BRUER EXECUTIVE DIRECTOR 339789 0 294067 0 0 0 55500 0 14648 0 704004 0 0 0 BEVERLY SHOOK OPERATIONS & HR MANAGER 112489 0 114760 0 0 0 45262 0 14648 0 287159 0 0 0 NOEL AYALA VETERAN SERVICES ADVOCATE/CCC COORDI 171224 0 53820 0 0 0 45131 0 14213 0 284388 0 0 0 ERICA ANDERSON LEAD PROGRAM SERVICES COORDINATOR 155409 0 45727 0 0 0 20218 0 14044 0 235398 0 0 0 NICOLE LAUDERDALE FISCAL/OPERATIONS COORDINATOR 141662 0 61627 0 0 0 20329 0 949 0 224567 0 0 0 STEVEN JOHNSON INTAKE ELIGIBILITY SPECIALIST 157524 0 33345 0 0 0 19208 0 12004 0 222081 0 0 0 LUCAS MARTI IT MANAGER 106463 0 61710 0 0 0 16983 0 13360 0 198516 0 0 0 FORM 990, PART VI, SECTION B, LINE 11B THE PREPARED FORM 990 IS REVIEWED BY THE AGENCY'S GOVERNING BODY AND MANAGEMENT BEFORE THE RETURN IS FILED WITH THE IRS. FORM 990, PART VI, SECTION B, LINE 12C ANNUALLY ALL MEMBERS OF THE GOVERNING BODY AND EMPLOYEES ARE REQUIRED TO SIGN A CONFLICT OF INTEREST POLICY AS ESTABLISHED BY THE WISCONSIN DEPARTMENT OF ADMINISTRATION DIVISION OF ENERGY SERVICES ACKNOWLEDGING AND AGREEING TO THE TERMS AND CONDITIONS OF THE POLICY. SHOULD A VIOLATION OF THIS POLICY OCCUR THE EXECUTIVE DIRECTOR OF ENERGY SERVICES, INC. REVIEWS ANY AND ALL VIOLATIONS TO DETERMINE THE COURSE OF ACTION. FORM 990, PART VI, SECTION B, LINE 15 THE AGENCY PARTICIPATES IN AND RECEIVES RESULTS FROM SEVERAL COMPENSATION STUDIES. THE RESULTS OF THE SURVEYS CONDUCTED BY BUSINESS AND LEGAL RESOURCES ARE ALSO REVIEWED AND CONSIDERED BY THE AGENCY. THESE STUDIES ARE USED TO ASSIST IN DETERMINING COMPENSATION. FORM 990, PART VI, SECTION C, LINE 19 THE AGENCY MAKES ITS GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY, AND FINANCIAL STATEMENTS AVAILABLE TO THE PUBLIC UPON REQUEST.