BETA

ENERGY SERVICES INC: Form 990, tax year 2015

View the entire original 990 at ProPublica ↗

Organization
ENERGY SERVICES INC (EIN 39-1443614)
Tax period
2015-10-01 to 2016-09-30
Filed
2017-08-15
IRS object ID
201702279349303350
Schema version
2015v3.0
Source
Download XML · Original 990 at ProPublica

Every field in the e-filed return. Faint text is the IRS element name, for citing.

Return header ReturnHeader

FieldValueIRS element (for citing)
Return2017-08-15T15:20:29-05:00ReturnTs
Tax Period End2016-09-30TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

FieldValueIRS element (for citing)
Preparer Firm EIN390974031PreparerFirmEIN

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1WEGNER CPAS LLPBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line12110 LUANN LNAddressLine1Txt
CityMADISONCityNm
State AbbreviationWIStateAbbreviationCd
ZIP537133074ZIPCd
FieldValueIRS element (for citing)
Return Type990ReturnTypeCd
Tax Period Begin2015-10-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN391443614EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1ENERGY SERVICES INCBusinessNameLine1Txt
FieldValueIRS element (for citing)
Business Name ControlENERBusinessNameControlTxt
Phone6082678601PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line11225 S PARK STAddressLine1Txt
CityMADISONCityNm
State AbbreviationWIStateAbbreviationCd
ZIP537152101ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonTIMOTHY BRUERPersonNm
Person TitleEXECUTIVE DIRECTORPersonTitleTxt
Phone6082678601PhoneNum
Signature2017-08-15SignatureDt
Discuss With Paid PreparerYes (1)DiscussWithPaidPreparerInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonSCOTT HAUMERSEN CPAPreparerPersonNm
PTINP00084908PTIN
Phone6082744020PhoneNum
FieldValueIRS element (for citing)
Tax2015TaxYr
Build TS2021-01-29 14:40:06ZBuildTS

Form 990 IRS990

FieldValueIRS element (for citing)
Principal OfficerTIMOTHY BRUERPrincipalOfficerNm

US Address USAddress

FieldValueIRS element (for citing)
Address Line11225 S PARK STAddressLine1Txt
CityMADISONCityNm
State AbbreviationWIStateAbbreviationCd
ZIP537152101ZIPCd
FieldValueIRS element (for citing)
Gross Receipts$10,820,194GrossReceiptsAmt
Group Return For Affiliates0GroupReturnForAffiliatesInd
Organization501c3Yes (X)Organization501c3Ind
Website AddressWWW.ESIWI.COMWebsiteAddressTxt
Type Of Organization CorpYes (X)TypeOfOrganizationCorpInd
Formation1982FormationYr
Legal Domicile StateWILegalDomicileStateCd
Activity Or MissionENERGY SERVICES, INC. IS A PEOPLE SERVICES ORGANIZATION THAT HELPS HOUSEHOLDS WITH CRITICAL ENERGY NEEDS.ActivityOrMissionDesc
Voting Members Governing Body5VotingMembersGoverningBodyCnt
Voting Members Independent5VotingMembersIndependentCnt
Total Employee93TotalEmployeeCnt
Total Volunteers45TotalVolunteersCnt
Total Gross UBI$0TotalGrossUBIAmt
Net Unrelated Bus Txbl Incm$0NetUnrelatedBusTxblIncmAmt
PY Contributions Grants$8,288,695PYContributionsGrantsAmt
CY Contributions Grants$10,745,810CYContributionsGrantsAmt
PY Program Service Revenue$0PYProgramServiceRevenueAmt
CY Program Service Revenue$0CYProgramServiceRevenueAmt
PY Investment Income$2,860PYInvestmentIncomeAmt
CY Investment Income$2,207CYInvestmentIncomeAmt
PY Other Revenue$15,417PYOtherRevenueAmt
CY Other Revenue$11,866CYOtherRevenueAmt
PY Total Revenue$8,306,972PYTotalRevenueAmt
CY Total Revenue$10,759,883CYTotalRevenueAmt
PY Grants And Similar Paid$2,590,746PYGrantsAndSimilarPaidAmt
CY Grants And Similar Paid$4,726,829CYGrantsAndSimilarPaidAmt
PY Benefits Paid To Members$0PYBenefitsPaidToMembersAmt
CY Benefits Paid To Members$0CYBenefitsPaidToMembersAmt
PY Salaries Comp Emp Bnft Paid$4,354,873PYSalariesCompEmpBnftPaidAmt
CY Salaries Comp Emp Bnft Paid$4,297,512CYSalariesCompEmpBnftPaidAmt
PY Total Prof Fndrsng Expns$0PYTotalProfFndrsngExpnsAmt
CY Total Prof Fndrsng Expns$0CYTotalProfFndrsngExpnsAmt
CY Total Fundraising Expense$296,003CYTotalFundraisingExpenseAmt
PY Other Expenses$1,363,272PYOtherExpensesAmt
CY Other Expenses$1,563,904CYOtherExpensesAmt
PY Total Expenses$8,308,891PYTotalExpensesAmt
CY Total Expenses$10,588,245CYTotalExpensesAmt
PY Revenues Less Expenses-$1,919PYRevenuesLessExpensesAmt
CY Revenues Less Expenses$171,638CYRevenuesLessExpensesAmt
Total Assets BOY$4,838,850TotalAssetsBOYAmt
Total Assets EOY$2,995,406TotalAssetsEOYAmt
Total Liabilities BOY$4,211,081TotalLiabilitiesBOYAmt
Total Liabilities EOY$2,195,999TotalLiabilitiesEOYAmt
Net Assets Or Fund Balances BOY$627,769NetAssetsOrFundBalancesBOYAmt
Net Assets Or Fund Balances EOY$799,407NetAssetsOrFundBalancesEOYAmt
Info In Schedule O Part IIIYes (X)InfoInScheduleOPartIIIInd
MissionTHE 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.MissionDesc
Significant New Program Srvc0SignificantNewProgramSrvcInd
Significant Change0SignificantChangeInd
Expense$7,208,541ExpenseAmt
Grant$2,815,048GrantAmt
DescENERGY ASSISTANCE PROGRAMS PROVIDED ASSISTANCE TO 77,345 LOW INCOME FAMILIES FOR UTILITY AND HOME HEATING COSTS FOR A TOTAL DIRECT BENEFIT OF $36,573,875. THIS IRS FORM 990 EXCLUDES $36,573,875 OF STATE EMERGENCY ENERGY ASSISTANCE GRANTS FROM THE WISCONSIN HOME ENERGY ASSISTANCE PROGRAM (WHEAP) THAT ARE ADMINISTERED BY ENERGY SERVICES, INC. THESE COSTS ARE EXCLUDED FROM THE RETURN AS PAYMENTS ARE MADE DIRECTLY BY THE WISCONSIN DEPARTMENT OF ADMINISTRATION. INCLUDED WITHIN THE RETURN ARE THE RELATED PROGRAM SUPPORT COSTS FOR FINANCIAL ASSISTANCE AND OTHER ENERGY SERVICES.Desc

Prog Srvc Accom Acty2 ProgSrvcAccomActy2Grp

FieldValueIRS element (for citing)
Expense$2,260,287ExpenseAmt
Grant$1,884,072GrantAmt
DescTHE KEEP WISCONSIN WARM/COOL FUND AND HEAT FOR HEROES PROVIDED HOME ENERGY CRISIS ASSISTANCE TO 5,835 ELIGIBLE WISCONSIN HOUSEHOLDS FOR A TOTAL DIRECT BENEFIT OF $1,871,480. 94% OF THOSE HELPED BY THE KEEP WISCONSIN WARM/COOL FUND AND HEAT FOR HEROES ARE ELDERLY, DISABLED, VETERANS, OR FAMILIES WITH YOUNG CHILDREN.Desc

Prog Srvc Accom Acty3 ProgSrvcAccomActy3Grp

FieldValueIRS element (for citing)
Expense$59,392ExpenseAmt
Grant$27,709GrantAmt
DescENERGY SERVICES ACTIVITIES PROVIDED HOME ENERGY RELATED SERVICES TO WISCONSIN HOUSEHOLDS.Desc
FieldValueIRS element (for citing)
Total Program Service Expenses$9,528,220TotalProgramServiceExpensesAmt
Described In Section501c3Yes (1)DescribedInSection501c3Ind
Schedule B RequiredYes (1)ScheduleBRequiredInd
Political Campaign Acty0PoliticalCampaignActyInd
Lobbying Activities0LobbyingActivitiesInd
Subject To Proxy Tax0SubjectToProxyTaxInd
Donor Advised Fund0DonorAdvisedFundInd
Conservation Easements0ConservationEasementsInd
Collections Of Art0CollectionsOfArtInd
Credit Counseling0CreditCounselingInd
Temp Or Permanent Endowments0TempOrPermanentEndowmentsInd
Report Land Building EquipmentYes (1)ReportLandBuildingEquipmentInd
Report Investments Other Sec0ReportInvestmentsOtherSecInd
Report Program Related Invst0ReportProgramRelatedInvstInd
Report Other Assets0ReportOtherAssetsInd
Report Other Liabilities0ReportOtherLiabilitiesInd
Include FIN48 Footnote0IncludeFIN48FootnoteInd
Independent Audit Fincl StmtYes (1)IndependentAuditFinclStmtInd
Consolidated Audit Fincl Stmt0ConsolidatedAuditFinclStmtInd
School Operating0SchoolOperatingInd
Foreign Office0ForeignOfficeInd
Foreign Activities0ForeignActivitiesInd
More Than5000 K To Org0MoreThan5000KToOrgInd
More Than5000 K To Individuals0MoreThan5000KToIndividualsInd
Professional Fundraising0ProfessionalFundraisingInd
Fundraising ActivitiesYes (1)FundraisingActivitiesInd
Gaming Activities0GamingActivitiesInd
Operate Hospital0OperateHospitalInd
Grants To Organizations0GrantsToOrganizationsInd
Grants To IndividualsYes (1)GrantsToIndividualsInd
Schedule J RequiredYes (1)ScheduleJRequiredInd
Tax Exempt Bonds0TaxExemptBondsInd
Engaged In Excess Benefit Trans0EngagedInExcessBenefitTransInd
PY Excess Benefit Trans0PYExcessBenefitTransInd
Loan Outstanding0LoanOutstandingInd
Grant To Related Person0GrantToRelatedPersonInd
Business Rln With Org Mem0BusinessRlnWithOrgMemInd
Business Rln With Fam Mem0BusinessRlnWithFamMemInd
Business Rln With Officer Ent0BusinessRlnWithOfficerEntInd
Deductible Non Cash Contri0DeductibleNonCashContriInd
Deductible Art Contribution0DeductibleArtContributionInd
Terminate Operations0TerminateOperationsInd
Partial Liquidation0PartialLiquidationInd
Disregarded Entity0DisregardedEntityInd
Related Entity0RelatedEntityInd
Related Organization Ctrl Ent0RelatedOrganizationCtrlEntInd
Trnsfr Exmpt Non Chrtbl Rltd Org0TrnsfrExmptNonChrtblRltdOrgInd
Activities Conducted Prtshp0ActivitiesConductedPrtshpInd
Schedule O RequiredYes (1)ScheduleORequiredInd
IRP Document38IRPDocumentCnt
IRP Document W2 G0IRPDocumentW2GCnt
Employee93EmployeeCnt
Employment Tax Returns FiledYes (1)EmploymentTaxReturnsFiledInd
Unrelated Bus Incm Over Limit0UnrelatedBusIncmOverLimitInd
Foreign Financial Account0ForeignFinancialAccountInd
Prohibited Tax Shelter Trans0ProhibitedTaxShelterTransInd
Taxable Party Notification0TaxablePartyNotificationInd
Nondeductible Contributions0NondeductibleContributionsInd
Quid Pro Quo Contributions0QuidProQuoContributionsInd
Form8282 Property Disposed Of0Form8282PropertyDisposedOfInd
Rcv Fnds To Pay Prsnl Bnft Cntrct0RcvFndsToPayPrsnlBnftCntrctInd
Pay Premiums Prsnl Bnft Cntrct0PayPremiumsPrsnlBnftCntrctInd
Indoor Tanning Services0IndoorTanningServicesInd
Info In Schedule O Part VIYes (X)InfoInScheduleOPartVIInd
Governing Body Voting Members5GoverningBodyVotingMembersCnt
Independent Voting Member5IndependentVotingMemberCnt
Family Or Business Rln0FamilyOrBusinessRlnInd
Delegation Of Mgmt Duties0DelegationOfMgmtDutiesInd
Change To Org Documents0ChangeToOrgDocumentsInd
Material Diversion Or Misuse0MaterialDiversionOrMisuseInd
Members Or Stockholders0MembersOrStockholdersInd
Election Of Board Members0ElectionOfBoardMembersInd
Decisions Subject To Approva0DecisionsSubjectToApprovaInd
Minutes Of Governing BodyYes (1)MinutesOfGoverningBodyInd
Minutes Of CommitteesYes (1)MinutesOfCommitteesInd
Officer Mailing Address0OfficerMailingAddressInd
Local Chapters0LocalChaptersInd
Form990 Provided To Gvrn Body0Form990ProvidedToGvrnBodyInd
Conflict Of Interest PolicyYes (1)ConflictOfInterestPolicyInd
Annual Disclosure Covered PrsnYes (1)AnnualDisclosureCoveredPrsnInd
Regular Monitoring EnfrcYes (1)RegularMonitoringEnfrcInd
Whistleblower Policy0WhistleblowerPolicyInd
Document Retention PolicyYes (1)DocumentRetentionPolicyInd
Compensation Process CEOYes (1)CompensationProcessCEOInd
Compensation Process OtherYes (1)CompensationProcessOtherInd
Investment In Joint Venture0InvestmentInJointVentureInd
States Where Copy Of Return Is FldWIStatesWhereCopyOfReturnIsFldCd
Upon RequestYes (X)UponRequestInd

Books In Care Of Detail BooksInCareOfDetail

FieldValueIRS element (for citing)
PersonTIMOTHY BRUERPersonNm
Phone6082678601PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line11225 S PARK STAddressLine1Txt
CityMADISONCityNm
State AbbreviationWIStateAbbreviationCd
ZIP537152101ZIPCd

Form990 Part VII Section A Form990PartVIISectionAGrp (7 entries)

TitleTitleTxtAverage Hours Per WeekAverageHoursPerWeekRtIndividual Trustee Or DirectorIndividualTrusteeOrDirectorIndOfficerOfficerIndReportable Comp From OrgReportableCompFromOrgAmtReportable Comp From Rltd OrgReportableCompFromRltdOrgAmtOther CompensationOtherCompensationAmt
ROBERT NIEBUHR
PRESIDENT/TREASURER1.00Yes (X)Yes (X)$0$0$0
MICHAEL LAWTON
SECRETARY1.00Yes (X)Yes (X)$0$0$0
JIM DOLISTER
DIRECTOR1.00Yes (X)$0$0$0
RANDY MANNING
DIRECTOR1.00Yes (X)$0$0$0
JEAN STEWART
DIRECTOR1.00Yes (X)$0$0$0
TIMOTHY BRUER
EXECUTIVE DIRECTOR37.50Yes (X)$233,856$0$29,367
MISTY WANTA
FISCAL MANAGER37.50Yes (X)$17,077$0$0
FieldValueIRS element (for citing)
Total Reportable Comp From Org$250,933TotalReportableCompFromOrgAmt
Tot Reportable Comp Rltd Org$0TotReportableCompRltdOrgAmt
Total Other Compensation$29,367TotalOtherCompensationAmt
Indiv Rcvd Greater Than100 K1IndivRcvdGreaterThan100KCnt
Former Ofcr Employees Listed0FormerOfcrEmployeesListedInd
Total Comp Greater Than150 KYes (1)TotalCompGreaterThan150KInd
Compensation From Other Srcs0CompensationFromOtherSrcsInd

Contractor Compensation ContractorCompensationGrp (3 entries)

Address Line1ContractorAddress/USAddress/AddressLine1TxtCityContractorAddress/USAddress/CityNmState AbbreviationContractorAddress/USAddress/StateAbbreviationCdZIPContractorAddress/USAddress/ZIPCdServicesServicesDescCompensationCompensationAmt
CADRE
5665 W GRANDE MARKET DRAPPLETONWI549138400STAFFING SERVICES$640,730
ABR EMPLOYMENT SERVICES
10600 W BLUEMOUND RD STE 4WAUWATOSAWI532264255STAFFING SERVICES$256,504
EXPRESS SERVICES INC
14241 DALLAS PKWY STE 125DALLASTX752542992STAFFING SERVICES$139,799
FieldValueIRS element (for citing)
Cntrct Rcvd Greater Than100 K3CntrctRcvdGreaterThan100KCnt
Federated Campaigns$4,227FederatedCampaignsAmt
Fundraising$59,614FundraisingAmt
Government Grants$823,180GovernmentGrantsAmt
All Other Contributions$9,858,789AllOtherContributionsAmt
Noncash Contributions$18,435NoncashContributionsAmt
Total Contributions$10,745,810TotalContributionsAmt

Investment Income InvestmentIncomeGrp

FieldValueIRS element (for citing)
Total Revenue Column$2,207TotalRevenueColumnAmt
Exclusion$2,207ExclusionAmt
FieldValueIRS element (for citing)
Fundraising Gross Income$71,276FundraisingGrossIncomeAmt
Contri Rpt Fundraising Event$59,614ContriRptFundraisingEventAmt
Fundraising Direct Expenses$60,311FundraisingDirectExpensesAmt

Net Incm From Fundraising Evt NetIncmFromFundraisingEvtGrp

FieldValueIRS element (for citing)
Total Revenue Column$10,965TotalRevenueColumnAmt
Exclusion$10,965ExclusionAmt

Other Revenue Misc OtherRevenueMiscGrp

FieldValueIRS element (for citing)
DescMISCELLANEOUS REVENUEDesc
Business900099BusinessCd
Total Revenue Column$901TotalRevenueColumnAmt
Exclusion$901ExclusionAmt
FieldValueIRS element (for citing)
Other Revenue Total$901OtherRevenueTotalAmt

Total Revenue TotalRevenueGrp

FieldValueIRS element (for citing)
Total Revenue Column$10,759,883TotalRevenueColumnAmt
Related Or Exempt Func Income$0RelatedOrExemptFuncIncomeAmt
Unrelated Business Revenue$0UnrelatedBusinessRevenueAmt
Exclusion$14,073ExclusionAmt

Grants To Domestic Individuals GrantsToDomesticIndividualsGrp

FieldValueIRS element (for citing)
Total$4,726,829TotalAmt
Program Services$4,726,829ProgramServicesAmt

Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp

FieldValueIRS element (for citing)
Total$411,726TotalAmt
Management And General$252,729ManagementAndGeneralAmt
Fundraising$158,997FundraisingAmt

Other Salaries And Wages OtherSalariesAndWagesGrp

FieldValueIRS element (for citing)
Total$3,042,933TotalAmt
Program Services$2,795,026ProgramServicesAmt
Management And General$247,907ManagementAndGeneralAmt

Pension Plan Contributions PensionPlanContributionsGrp

FieldValueIRS element (for citing)
Total$111,104TotalAmt
Program Services$111,104ProgramServicesAmt

Other Employee Benefits OtherEmployeeBenefitsGrp

FieldValueIRS element (for citing)
Total$471,125TotalAmt
Program Services$406,387ProgramServicesAmt
Management And General$64,738ManagementAndGeneralAmt

Payroll Taxes PayrollTaxesGrp

FieldValueIRS element (for citing)
Total$260,624TotalAmt
Program Services$213,858ProgramServicesAmt
Management And General$36,501ManagementAndGeneralAmt
Fundraising$10,265FundraisingAmt

Fees For Services Accounting FeesForServicesAccountingGrp

FieldValueIRS element (for citing)
Total$10,000TotalAmt
Management And General$10,000ManagementAndGeneralAmt

Fees For Services Other FeesForServicesOtherGrp

FieldValueIRS element (for citing)
Total$108,991TotalAmt
Program Services$95,912ProgramServicesAmt
Management And General$13,079ManagementAndGeneralAmt

Advertising AdvertisingGrp

FieldValueIRS element (for citing)
Total$185,909TotalAmt
Program Services$163,600ProgramServicesAmt
Management And General$22,309ManagementAndGeneralAmt

Office Expenses OfficeExpensesGrp

FieldValueIRS element (for citing)
Total$652,295TotalAmt
Program Services$500,950ProgramServicesAmt
Management And General$46,592ManagementAndGeneralAmt
Fundraising$104,753FundraisingAmt

Information Technology InformationTechnologyGrp

FieldValueIRS element (for citing)
Total$17,080TotalAmt
Program Services$15,030ProgramServicesAmt
Management And General$2,050ManagementAndGeneralAmt

Occupancy OccupancyGrp

FieldValueIRS element (for citing)
Total$314,799TotalAmt
Program Services$265,858ProgramServicesAmt
Management And General$36,253ManagementAndGeneralAmt
Fundraising$12,688FundraisingAmt

Travel TravelGrp

FieldValueIRS element (for citing)
Total$166,416TotalAmt
Program Services$138,262ProgramServicesAmt
Management And General$18,854ManagementAndGeneralAmt
Fundraising$9,300FundraisingAmt

Conferences Meetings ConferencesMeetingsGrp

FieldValueIRS element (for citing)
Total$12,340TotalAmt
Program Services$10,859ProgramServicesAmt
Management And General$1,481ManagementAndGeneralAmt

Depreciation Depletion DepreciationDepletionGrp

FieldValueIRS element (for citing)
Total$30,593TotalAmt
Program Services$26,922ProgramServicesAmt
Management And General$3,671ManagementAndGeneralAmt

Insurance InsuranceGrp

FieldValueIRS element (for citing)
Total$65,481TotalAmt
Program Services$57,623ProgramServicesAmt
Management And General$7,858ManagementAndGeneralAmt

Total Functional Expenses TotalFunctionalExpensesGrp

FieldValueIRS element (for citing)
Total$10,588,245TotalAmt
Program Services$9,528,220ProgramServicesAmt
Management And General$764,022ManagementAndGeneralAmt
Fundraising$296,003FundraisingAmt

Cash Non Interest Bearing CashNonInterestBearingGrp

FieldValueIRS element (for citing)
BOY$1,522,170BOYAmt
EOY$318,746EOYAmt

Savings And Temp Cash Invst SavingsAndTempCashInvstGrp

FieldValueIRS element (for citing)
BOY$2,057,552BOYAmt
EOY$1,185,401EOYAmt

Pledges And Grants Receivable PledgesAndGrantsReceivableGrp

FieldValueIRS element (for citing)
BOY$933,171BOYAmt
EOY$1,177,039EOYAmt

Accounts Receivable AccountsReceivableGrp

FieldValueIRS element (for citing)
BOY$15,296BOYAmt
EOY$2,194EOYAmt

Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp

FieldValueIRS element (for citing)
BOY$43,715BOYAmt
EOY$75,678EOYAmt
FieldValueIRS element (for citing)
Land Bldg Equip Cost Or Other Bss$717,911LandBldgEquipCostOrOtherBssAmt
Land Bldg Equip Accum Deprec$481,563LandBldgEquipAccumDeprecAmt

Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp

FieldValueIRS element (for citing)
BOY$266,946BOYAmt
EOY$236,348EOYAmt

Total Assets TotalAssetsGrp

FieldValueIRS element (for citing)
BOY$4,838,850BOYAmt
EOY$2,995,406EOYAmt

Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp

FieldValueIRS element (for citing)
BOY$955,533BOYAmt
EOY$821,860EOYAmt

Deferred Revenue DeferredRevenueGrp

FieldValueIRS element (for citing)
BOY$3,255,548BOYAmt
EOY$1,374,139EOYAmt

Total Liabilities TotalLiabilitiesGrp

FieldValueIRS element (for citing)
BOY$4,211,081BOYAmt
EOY$2,195,999EOYAmt
FieldValueIRS element (for citing)
Organization Follows SFAS117Yes (X)OrganizationFollowsSFAS117Ind

Unrestricted Net Assets UnrestrictedNetAssetsGrp

FieldValueIRS element (for citing)
BOY$564,887BOYAmt
EOY$623,709EOYAmt

Temporarily Rstr Net Assets TemporarilyRstrNetAssetsGrp

FieldValueIRS element (for citing)
BOY$62,882BOYAmt
EOY$175,698EOYAmt

Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp

FieldValueIRS element (for citing)
BOY$627,769BOYAmt
EOY$799,407EOYAmt

Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp

FieldValueIRS element (for citing)
BOY$4,838,850BOYAmt
EOY$2,995,406EOYAmt
FieldValueIRS element (for citing)
Reconcilation Revenue Expnss$171,638ReconcilationRevenueExpnssAmt
Other Changes In Net Assets$0OtherChangesInNetAssetsAmt
Method Of Accounting AccrualYes (X)MethodOfAccountingAccrualInd
Accountant Compile Or Review0AccountantCompileOrReviewInd
FS AuditedYes (1)FSAuditedInd

FS Audited Basis FSAuditedBasisGrp

FieldValueIRS element (for citing)
Separate Basis Fincl StmtYes (X)SeparateBasisFinclStmtInd
FieldValueIRS element (for citing)
Audit CommitteeYes (1)AuditCommitteeInd
Federal Grant Audit RequiredYes (1)FederalGrantAuditRequiredInd
Federal Grant Audit PerformedYes (1)FederalGrantAuditPerformedInd

Schedule A IRS990ScheduleA

FieldValueIRS element (for citing)
Public Organization170Yes (X)PublicOrganization170Ind

Gifts Grants Contri Rcvd170 GiftsGrantsContriRcvd170Grp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$6,248,853CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$7,198,602CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$10,252,346CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$8,288,695CurrentTaxYearMinus1YearAmt
Current Tax Year$10,745,810CurrentTaxYearAmt
Total$42,734,306TotalAmt

Total Calendar Year170 TotalCalendarYear170Grp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$6,248,853CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$7,198,602CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$10,252,346CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$8,288,695CurrentTaxYearMinus1YearAmt
Current Tax Year$10,745,810CurrentTaxYearAmt
Total$42,734,306TotalAmt
FieldValueIRS element (for citing)
Substantial Contributors Tot$4,563,677SubstantialContributorsTotAmt
Public Support Total170$38,170,629PublicSupportTotal170Amt

Gross Investment Income170 GrossInvestmentIncome170Grp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$2,752CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$4,157CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$3,475CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$2,860CurrentTaxYearMinus1YearAmt
Current Tax Year$2,207CurrentTaxYearAmt
Total$15,451TotalAmt

Unrelated Business Net Incm170 UnrelatedBusinessNetIncm170Grp

FieldValueIRS element (for citing)
Current Tax Year$11,866CurrentTaxYearAmt
Total$11,866TotalAmt
FieldValueIRS element (for citing)
Total Support$42,761,623TotalSupportAmt
Public Support CY1700.89260PublicSupportCY170Pct
Public Support PY1700.92190PublicSupportPY170Pct
Thirty Thr Pct Suprt Tests CY170Yes (X)ThirtyThrPctSuprtTestsCY170Ind

Schedule B IRS990ScheduleB

Contributor Information ContributorInformationGrp

FieldValueIRS element (for citing)
ContributorRESTRICTEDContributorNum

Contributor Business Name ContributorBusinessName

FieldValueIRS element (for citing)
Business Name Line1RESTRICTEDBusinessNameLine1

Contributor US Address ContributorUSAddress

FieldValueIRS element (for citing)
Address Line1RESTRICTEDAddressLine1
Address Line2RESTRICTEDAddressLine2
CityRESTRICTEDCity
StateRESTRICTEDState
ZIP CodeRESTRICTEDZIPCode
FieldValueIRS element (for citing)
Total ContributionsRESTRICTEDTotalContributionsAmt

Schedule D IRS990ScheduleD

Land LandGrp

FieldValueIRS element (for citing)
Other Cost Or Other Basis$59,911OtherCostOrOtherBasisAmt
Book Value$59,911BookValueAmt

Buildings BuildingsGrp

FieldValueIRS element (for citing)
Other Cost Or Other Basis$396,629OtherCostOrOtherBasisAmt
Depreciation$254,706DepreciationAmt
Book Value$141,923BookValueAmt

Equipment EquipmentGrp

FieldValueIRS element (for citing)
Other Cost Or Other Basis$261,371OtherCostOrOtherBasisAmt
Depreciation$226,857DepreciationAmt
Book Value$34,514BookValueAmt
FieldValueIRS element (for citing)
Total Book Value Land Buildings$236,348TotalBookValueLandBuildingsAmt
Total Rev Etc Audited Fincl Stmt$10,820,194TotalRevEtcAuditedFinclStmtAmt
Revenue Not Reported$0RevenueNotReportedAmt
Revenue Subtotal$10,820,194RevenueSubtotalAmt
Other Revenues Not Included-$60,311OtherRevenuesNotIncludedAmt
Revenue Not Reported Fincl Stmt-$60,311RevenueNotReportedFinclStmtAmt
Total Revenue Per Form990$10,759,883TotalRevenuePerForm990Amt
Tot Expns Etc Audited Fincl Stmt$10,648,556TotExpnsEtcAuditedFinclStmtAmt
Other Expenses Included$60,311OtherExpensesIncludedAmt
Expenses Not Reported$60,311ExpensesNotReportedAmt
Expenses Subtotal$10,588,245ExpensesSubtotalAmt
Expenses Not Rpt Fincl Stmt$0ExpensesNotRptFinclStmtAmt
Total Expenses Per Form990$10,588,245TotalExpensesPerForm990Amt

Supplemental Information Detail SupplementalInformationDetail (2 entries)

Form And Line ReferenceFormAndLineReferenceDescExplanationExplanationTxt
PART XI, LINE 4B - OTHER ADJUSTMENTS:DIRECT EXPENSES REPORTED ON FORM 990, PART VIII, LINE 8B
PART XII, LINE 2D - OTHER ADJUSTMENTS:DIRECT EXPENSES REPORTED ON FORM 990, PART VIII, LINE 8B

Schedule G IRS990ScheduleG

Fundraising Event Information FundraisingEventInformationGrp

FieldValueIRS element (for citing)
Event1SPRING GREEN CHARITY GOLF CLASSICEvent1Nm
Gross Receipts Event1$130,890GrossReceiptsEvent1Amt
Charitable Contri Event1$59,614CharitableContriEvent1Amt
Gross Revenue Event1$71,276GrossRevenueEvent1Amt
Other Direct Expenses Event1$60,311OtherDirectExpensesEvent1Amt
Gross Receipts Total$130,890GrossReceiptsTotalAmt
Charitable Contributions Tot$59,614CharitableContributionsTotAmt
Gross Revenue Total Events$71,276GrossRevenueTotalEventsAmt
Oth Direct Expnss Total Events$60,311OthDirectExpnssTotalEventsAmt
Direct Expense Summary Events$60,311DirectExpenseSummaryEventsAmt
Net Income Summary$10,965NetIncomeSummaryAmt

Schedule I IRS990ScheduleI

FieldValueIRS element (for citing)
Grant Records MaintainedYes (1)GrantRecordsMaintainedInd

Grants Other Asst To Indiv In US GrantsOtherAsstToIndivInUSGrp

FieldValueIRS element (for citing)
Grant TypeENERGY ASSISTANCEGrantTypeTxt
Recipient83180RecipientCnt
Cash Grant$4,726,829CashGrantAmt

Supplemental Information Detail SupplementalInformationDetail

FieldValueIRS element (for citing)
Form And Line ReferencePART I, LINE 2:FormAndLineReferenceDesc
ExplanationENERGY SERVICES, INC. MAKES GRANT PAYMENTS FOR UTILITY ASSISTANCE. ELIGIBILITY AND NEED ARE DETERMINED BY AGENCY PERSONNEL BASED ON PRESET GUIDELINES. PAYMENTS ARE MADE DIRECTLY TO THE UTILITY. NO PAYMENTS ARE MADE DIRECTLY TO INDIVIDUALS, REDUCING THE POSSIBILITY OF DIVERSION TO ANOTHER USE. PAYMENTS MAY ONLY BE MADE TO VENDORS APPROVED BY THE WISCONSIN DEPARTMENT OF ADMINISTRATION, WHICH HAS ITS OWN VETTING PROCESS. REPORTS CAN BE GENERATED AT ANY TIME FOR ANY TIME FRAME TO SEE CLIENT, VENDOR, AND AMOUNTS OF PAYMENT. MANAGEMENT, STATE, AND INDEPENDENT AUDITORS PERIODICALLY REVIEW VARIOUS PHASES OF OUR PROCESS.ExplanationTxt

Schedule J IRS990ScheduleJ

FieldValueIRS element (for citing)
Form990 Of Other OrganizationsYes (X)Form990OfOtherOrganizationsInd
Compensation SurveyYes (X)CompensationSurveyInd
Board Or Committee ApprovalYes (X)BoardOrCommitteeApprovalInd
Severance Payment0SeverancePaymentInd
Supplemental Nonqual Rtr Plan0SupplementalNonqualRtrPlanInd
Equity Based Comp Arrngm0EquityBasedCompArrngmInd
Comp Based On Revenue Of Flng Org0CompBasedOnRevenueOfFlngOrgInd
Comp Bsd On Rev Related Orgs0CompBsdOnRevRelatedOrgsInd
Comp Bsd Net Earns Flng Org0CompBsdNetEarnsFlngOrgInd
Comp Bsd Net Earns Rltd Orgs0CompBsdNetEarnsRltdOrgsInd
Any Non Fixed Payments0AnyNonFixedPaymentsInd
Initial Contract Exception0InitialContractExceptionInd

Rltd Org Officer Trst Key Empl RltdOrgOfficerTrstKeyEmplGrp

FieldValueIRS element (for citing)
PersonTIMOTHY BRUERPersonNm
TitleEXECUTIVE DIRECTORTitleTxt
Base Compensation Filing Org$170,847BaseCompensationFilingOrgAmt
Compensation Based On Rltd Orgs$0CompensationBasedOnRltdOrgsAmt
Bonus Filing Organization$63,009BonusFilingOrganizationAmount
Bonus Related Organizations$0BonusRelatedOrganizationsAmt
Other Compensation Filing Org$0OtherCompensationFilingOrgAmt
Other Compensation Rltd Orgs$0OtherCompensationRltdOrgsAmt
Deferred Compensation Flng Org$0DeferredCompensationFlngOrgAmt
Deferred Comp Rltd Orgs$0DeferredCompRltdOrgsAmt
Nontaxable Benefits Filing Org$29,367NontaxableBenefitsFilingOrgAmt
Nontaxable Benefits Rltd Orgs$0NontaxableBenefitsRltdOrgsAmt
Total Compensation Filing Org$263,223TotalCompensationFilingOrgAmt
Total Compensation Rltd Orgs$0TotalCompensationRltdOrgsAmt
Comp Report Prior990 Filing Org$0CompReportPrior990FilingOrgAmt
Comp Report Prior990 Rltd Orgs$0CompReportPrior990RltdOrgsAmt

Schedule O IRS990ScheduleO

Supplemental Information Detail SupplementalInformationDetail (4 entries)

Form And Line ReferenceFormAndLineReferenceDescExplanationExplanationTxt
FORM 990, PART VI, SECTION B, LINE 11THE 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 12CANNUALLY 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 15THE 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 19THE AGENCY MAKES ITS GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY, AND FINANCIAL STATEMENTS AVAILABLE TO THE PUBLIC UPON REQUEST.

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