2020-08-17T14:58:55-05:00 2019-09-30 390974031 WEGNER CPAS LLP 2921 LANDMARK PL STE 300 MADISON WI 537134236 990 2018-10-01 391443614 ENERGY SERVICES INC ENER 6082678601 1225 S PARK ST MADISON WI 537152101 TIMOTHY BRUER EXECUTIVE DIRECTOR 6082678601 2020-08-17 1 SCOTT HAUMERSEN CPA P00084908 6082744020 66.222.124.178 2020-08-17 12:44:53 CD P 280B83802B97FB5DC9278DE9588E6B4DA9B6F3E7 74B0C536FBDEA54BE69F712409E5EA3D5A3AE8D3 2018 2020-11-06 18:47:13Z TIMOTHY BRUER 1225 S PARK ST MADISON WI 537152101 10165155 0 X WWW.ESIWI.COM X 1982 WI ENERY SERVICES, INC. IS A PEOPLE SERVICES AGENCY THAT HELPS HOUSEHOLDS WITH CRITICAL ENERGY NEEDS. 4 4 124 39 0 0 10443115 10074696 0 0 22261 23859 20754 17063 10486130 10115618 4628686 4719353 0 0 3621842 4173852 0 0 251896 2031636 1580210 10282164 10473415 203966 -357797 5260710 4365570 3753375 3216032 1507335 1149538 X THE PRIMARY MISSION OF ENERGY SERVICES, INC. IS TO PROVIDE LIMITED INCOME FAMILIES WITH THE SERVICES AND ASSISTANCE NECESSARY TO PREVENT AND OR ALLEVIATE ENERGY-RELATED EMERGENCIES FROM OCCURRING, WHILE PROMOTING INITIATIVES THAT RESULT IN A FAMILY'S LONG-TERM SELF-SUFFICIENCY. THE AGENCY'S SECONDARY MISSION IS TO LEVERAGE OTHER RESOURCES FROM PUBLIC/PRIVATE, LABOR, CHARITABLE FOUNDATIONS AND OTHER SOURCES TO OFFSET THE GAP BETWEEN GROWING UNMET ENERGY-RELATED NEEDS AND DECLINING FEDERAL FUNDS. 0 1 9083238 4719353 0 ENERGY ASSISTANCE IS PROVIDED TO STRUGGLING, LIMITED-INCOME, AND AT-RISK ELDERLY, DISABLED, VETERANS, AND FAMILIES WITH SERVICES AND DIRECT ASSISTANCE TO PREVENT AND/OR ALLEVIATE LIFE-THREATENING ENERGY-RELATED EMERGENCIES FROM OCCURRING DURING BITTER COLD WINTERS AND BLISTERING HOT SUMMERS. SPECIAL EMPHASIS IS ALSO ESTABLISHING LONG-TERM ECONOMIC STABILITY OF THE HOUSEHOLDS SERVED. ENERGY ASSISTANCE IS PROVIDED TO HOUSEHOLDS IN 22 COUNTIES IN WISCONSIN.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-RELATED NEEDS. ESI LEVERAGES OTHER RESOURCES 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 ASSISTANCE FOR 15,112 HOUSEHOLDS FOR TOTAL DIRECT BENEFITS OF $4,719,353 DERIVED FROM CHARITABLE CONTRIBUTIONS.ESI HAS CONTRACTS WITH VARIOUS COUNTIES TO ADMINISTER THE WISCONSIN HOME ENERGY ASSISTANCE PROGRAM (WHEAP). WHEAP CONSISTS OF FEDERALLY FUNDED LIHEAP AND STATE FUNDED PBEAP. ESI PERFORMS A VARIETY OF SERVICES UNDER THE PROGRAM. ESI ADMINISTERED EMERGENCY ENERGY ASSISTANCE GRANTS FOR 80,098 LOW-INCOME HOUSEHOLDS FOR TOTAL DIRECT BENEFITS OF $41,477,019 DERIVED FROM GOVERNMENT GRANTS. THE DIRECT BENEFIT PAYMENTS ARE MADE DIRECTLY BY THE WISCONSIN DEPARTMENT OF ADMINISTRATION AND ARE THEREBY EXCLUDED FROM THE FINANCIAL STATEMENTS AND IRS FORM 990 INFORMATION RETURN. 9083238 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 32 0 124 1 0 0 0 0 0 0 0 0 0 0 0 0 X 4 4 0 0 0 0 0 0 0 1 1 0 0 1 1 1 1 0 1 1 1 0 WI X TIMOTHY BRUER 6082678601 1225 S PARK ST MADISON WI 537152101 ROBERT NIEBUHR PRESIDENT, COB (THRU AUGUST) 1.00 X X 0 0 0 MICHAEL LAWTON SECRETARY 1.00 X X 0 0 0 DAVE MARTIN PRESIDENT, COB 1.00 X X 0 0 0 JEAN STEWART DIRECTOR 1.00 X 0 0 0 RANDY MANNING DIRECTOR 1.00 X 0 0 0 TIMOTHY BRUER EXECUTIVE DIRECTOR 37.50 X 259067 0 36697 SHARON DARKOW FISCAL MANAGER 37.50 X 80474 0 15021 LUCAS MARTI IT MANAGER 37.50 X 104828 0 25268 BEVERLY SHOOK ENERGY PROGRAM SUPPORT AND 37.50 X 121024 0 28646 565393 0 105632 3 0 1 0 ABR EMPLOYMENT SERVICES 10660 W BLUEMOUND RD STE 4 WAUWATOSA WI 53226 STAFFING SERVICES 303476 ROBERT HALF 12400 COLLECTIONS CENTER DR CHICAGO IL 60693 STAFFING SERVICES 144056 CADRE 5665 W GRANDE MARKET DR APPLETON WI 54913 STAFFING SERVICES 111818 BOB'S COPY SHOP 710 W WINGRA DR MADISON WI 53715 PRINTING SERVICES 109898 4 55000 72948 5293076 4653672 10074696 23859 23859 66600 72948 49537 17063 17063 10115618 0 0 40922 4719353 4719353 314015 58403 138806 116806 3124897 2473822 642092 8983 93586 93586 383050 351093 30455 1502 258304 193623 58895 5786 31900 31900 196656 166175 30481 270759 136941 25110 108708 477942 395372 72524 10046 362907 299497 63410 161898 124451 37382 65 15549 13139 2410 62599 57783 4816 10473415 9083238 1138281 251896 411619 1612178 3898299 1953906 712233 573134 58968 46445 733776 553869 179591 179907 5260710 4365570 404755 305944 423339 0 2925281 2910088 3753375 3216032 X 1507335 1149538 1507335 1149538 5260710 4365570 -357797 0 X 0 1 X 1 1 1 X 8288695 10745810 10062146 10443115 10074696 49614462 8288695 10745810 10062146 10443115 10074696 49614462 10502315 39112147 2860 2207 7046 22261 23859 58233 11866 18778 20754 66600 117998 49790693 0.78550 0.84300 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 59911 59911 412494 293603 118891 261371 260266 1105 179907 10165155 0 10165155 -49537 -49537 10115618 10522952 49537 49537 10473415 0 10473415 ANNUAL CHARITY GOLF OUTING 139548 72948 66600 39583 9954 139548 72948 66600 39583 9954 49537 17063 1 ENERGY ASSISTANCE 15112 4719353 PART I, LINE 2: ENERGY SERVICES, INC. DISTRIBUTES GRANTS FOR ENERGY ASSISTANCE. GRANT DISTRIBUTIONS ARE MADE PAYABLE DIRECTLY TO THE UTILITY VENDOR. 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. THE QUALITY ASSURANCE AUDITOR AND MANAGEMENT OF ENERGY SERVICES, INC. REGULARLY PERFORM INTERNAL REVIEWS FOR ELIGIBILITY, DOCUMENTATION, AND OTHER CRITERIA. FEDERAL, STATE, AND INDEPENDENT AUDITORS PERIODICALLY PERFORM EXTERNAL REVIEWS FOR ELIGIBILITY, DOCUMENTATION, AND OTHER CRITERIA. X X X 0 0 0 0 0 0 0 0 0 TIMOTHY BRUER EXECUTIVE DIRECTOR 196058 0 63009 0 0 0 0 0 36697 0 295764 0 0 0 FORM 990, PART III, LINE 3 THE PRIOR YEAR REPORTED THREE DIFFERENT PROGRAM SERVICES. THOSE THREE PROGRAM SERVICES ARE ALL REPORTED UNDER ONE PROGRAM. THERE WERE NO CHANGES TO THE PROGRAMS THEMSELVES OTHER THAN COMBINING THEM INTO ONE PROGRAM SERVICE DESCRIPTION. 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 MOST RELEVANT STUDY IS THE ONE PERFORMED BY THE UNITED WAY OF DANE COUNTY, INC. THE RESULTS OF THE SURVEYS CONDUCTED BY BUSINESS & LEGAL RESOURCES AND THE SOCIETY OF HUMAN 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 MADE ITS GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY, AND FINANCIAL STATEMENTS AVAILABLE TO THE PUBLIC UPON REQUEST.