2023-08-15T16:20:08-05:00 2022-09-30 390974031 WEGNER CPAS LLP 2921 LANDMARK PL STE 300 MADISON WI 537134236 990 2021-10-01 391443614 ENERGY SERVICES INC ENER 6083670163 1225 S PARK ST MADISON WI 53715 TIMOTHY BRUER EXECUTIVE DIRECTOR 6083670163 2023-08-15 1 TIMOTHY BRUER 999009999 SCOTT HAUMERSEN CPA P00084908 6082744020 2023-08-15 3 AAL1 IAL1 2021 2023-04-26 12:10:37Z TIMOTHY BRUER 1225 S PARK ST MADISON WI 53715 20959877 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. 6 6 95 25 0 0 17432082 20781643 23368 26296 17351 14210 1044 19611 17473845 20841760 5842443 6975706 0 0 6252301 8795881 0 0 825349 3131948 4945578 15226692 20717165 2247153 124595 8275764 8742379 1017801 1359821 7257963 7382558 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 17650375 6975706 26296 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.CONTINUING IN FISCAL 2022, OUR SCOPE OF SERVICES INCORPORATED EMERGENCY RENTAL ASSISTANCE ACTIVITIES BEYOND STRUGGLING VETERANS. SIMILAR TO THE REGULAR ONE-TIME LOW-INCOME ENERGY ASSISTANCE PROGRAM, THE WISCONSIN EMERGENCY RENTAL ASSISTANCE (WERA) PROGRAM WAS ALSO ADMINISTERED BY ESI, WITH LANDLORD PAYMENTS MADE DIRECTLY BY THE WI DOA.ESI HAD CONTRACTS WITH VARIOUS COUNTIES THROUGH THE SECOND QUARTER OF THE FISCAL YEAR AND DIRECTLY WITH THE WI DOA DEPARTMENT OF ENERGY, HOUSING AND COMMUNITY RESOURCES (DEHCR) TO ADMINISTER THE WISCONSIN HOME ENERGY ASSISTANCE PROGRAM (WHEAP) AND WERA. ESI PERFORMS A VARIETY OF SERVICES UNDER THE PROGRAMS. ESI ADMINISTERED ASSISTANCE GRANTS FOR 113,327 HOUSEHOLDS FOR TOTAL ASSISTANCE GRANTS OF $129,486,178, DERIVED FROM GOVERNMENT GRANTS. THESE BENEFIT PAYMENTS WERE ADMINISTERED BY ESI AND PAID DIRECTLY BY THE WI DOA AND ARE THEREBY EXCLUDED FROM THE FINANCIAL STATEMENTS AND IRS FORM 990 INFORMATION RETURN.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 FOR HEROES THROUGHOUT WISCONSIN. THOSE RESOURCES ARE OBTAINED FROM UTILITY COMPANIES IN THE COUNTIES SERVED BY ESI AND OTHER CHARITABLE CONTRIBUTIONS.ESI PROVIDED ENERGY AND RENTAL ASSISTANCE GRANTS FOR 17,440 HOUSEHOLDS FOR TOTAL ASSISTANCE GRANTS OF $6,975,706, DERIVED FROM UTILITY COMPANIES AND CHARITABLE CONTRIBUTIONS. 17650375 1 1 0 0 0 0 0 0 0 0 1 0 0 0 0 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 38 0 95 1 0 0 0 0 0 1 1 0 0 0 0 0 0 X 6 6 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 1225 S PARK ST MADISON WI 53715 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 JEAN STEWART DIRECTOR 1.00 X 0 0 0 RANDY MANNING DIRECTOR 1.00 X 0 0 0 MIKE LAWRENCE DIRECTOR 1.00 X 0 0 0 TIMOTHY BRUER EXECUTIVE DIRECTOR 37.50 X 368558 0 28384 BEVERLY SHOOK ENERGY PROGRAM SUPPORT & HR MANAGER 37.50 X 177171 0 22238 NOEL AYALA KEEP WI WARM/COOL FUND LEAD 37.50 X 174029 0 21728 LUCAS MARTI IT MANAGER 37.50 X 127903 0 18586 NICOLE LAUDERDALE FISCAL/OPERATIONS COORDINATOR 37.50 X 132914 0 18113 STEVEN JOHNSON INTAKE ELIGIBILITY SPECIALIST 37.50 X 152407 0 18528 ERICA ANDERSON LEAD PROGRAM SERVICES COORDINATOR 37.50 X 120508 0 18509 1253490 0 146086 10 0 1 0 REMEDY INTELLIGENT STAFFING PO BOX 116834 ATLANTA GA 30368 EMPLOYMENT SERVICES 699076 EXPRESS SERVICES INC PO BOX 203901 DALLAS TX 753203901 EMPLOYMENT SERVICES 374563 CADRE PO BOX 7350 APPLETON WI 549127350 EMPLOYMENT SERVICES 251175 AEROTEK INC 3689 COLLECTION CENTER DR CHICAGO IL 60693 EMPLOYMENT SERVICES 228876 ABR EMPLOYMENT SERVICES BIN 88760 MILWAUKEE WI 532880760 EMPLOYMENT SERVICES 212565 6 37703 92041 15424720 5227179 20781643 PROGRAM REVENUE 541900 26296 26296 26296 14210 14210 96086 92041 118117 -22031 -22031 UTILITY REFUNDS 900099 40648 40648 994 994 41642 20841760 26296 0 33821 6975706 6975706 765057 160741 419634 184682 6809244 5654793 1138466 15985 288322 250248 32003 6071 561034 530443 30591 372224 295788 68251 8185 1600 1600 37000 37000 478487 328239 76774 73474 2566791 2108000 363 458428 677833 524697 121164 31972 53598 37526 8856 7216 656215 515946 117039 23230 260859 107013 152103 1743 122615 95828 22450 4337 21073 16569 3758 746 43673 30577 7216 5880 MEMBERSHIP DUES AND SUB 25254 17681 4173 3400 580 580 20717165 17650375 2241441 825349 225194 225154 5743351 5883140 2072042 2024874 85281 172135 807678 370602 149896 437076 8275764 8742379 1015395 1359821 2406 0 1017801 1359821 X 7257963 7382558 7257963 7382558 8275764 8742379 124595 0 X 0 1 X 1 1 1 X 10443115 10074696 13139843 17432082 20781643 71871379 10443115 10074696 13139843 17432082 20781643 71871379 12588077 59283302 22261 23859 9990 17351 14210 87671 20754 66600 87354 72046404 348582 0.82280 0.80310 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 127198 127198 645987 336109 309878 34493 34493 0 437076 20959877 0 20959877 -118117 -118117 20841760 20835282 118117 118117 20717165 0 20717165 PART XI, LINE 4B - OTHER ADJUSTMENTS: DIRECT EXPENSES REPORTED ON FORM 990, PART VIII, LINE 8B -118,117. PART XII, LINE 2D - OTHER ADJUSTMENTS: DIRECT EXPENSES REPORTED ON FORM 990, PART VIII, LINE 8B 118,117. ANNUAL CHARITY GOLF OUTING 165621 92041 73580 19340 81171 3741 500 13365 FLANNEL FEST 11554 11554 1 10952 10952 188127 92041 96086 19340 81171 3741 500 13365 118117 -22031 1 ENERGY AND RENTAL ASSISTANCE 17440 6975706 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. X X X 0 0 0 0 0 0 0 0 0 TIMOTHY BRUER EXECUTIVE DIRECTOR 296283 0 72275 0 0 0 14500 0 13884 0 396942 0 0 0 BEVERLY SHOOK ENERGY PROGRAM SUPPORT & HR MANAGER 143511 0 33660 0 0 0 8877 0 13361 0 199409 0 0 0 NOEL AYALA KEEP WI WARM/COOL FUND LEAD 154724 0 19305 0 0 0 8765 0 12963 0 195757 0 0 0 STEVEN JOHNSON INTAKE ELIGIBILITY SPECIALIST 136367 0 16040 0 0 0 7683 0 10845 0 170935 0 0 0 NICOLE LAUDERDALE FISCAL/OPERATIONS COORDINATOR 112059 0 20855 0 0 0 6754 0 11359 0 151027 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.