2021-08-16T16:12:37-05:00 2020-09-30 390974031 WEGNER CPAS LLP 2921 LANDMARK PL STE 300 MADISON WI 537134236 990 2019-10-01 391443614 ENERGY SERVICES INC ENER 6082678601 1225 S PARK ST MADISON WI 53715 TIMOTHY BRUER EXECUTIVE DIRECTOR 6082678601 2021-08-16 1 SCOTT HAUMERSEN CPA P00084908 6082744020 2019 2022-09-23 18:48:47Z TIMOTHY BRUER 1225 S PARK ST MADISON WI 53715 13198172 0 X WWW.ESIWI.COM X 1982 WI PROVIDE COMPREHENSIVE ENERGY & CONSERVATION SERVICES THAT HELP LOW-INCOME HOUSEHOLDS COPE WITH THE EFFECTS OF RISING FUEL COSTS. SPECIAL EMPHASIS IS PLACED IN OFFSETTING THE POTENTIAL OF ENERGY RELATED EMERGENCIES AND HOMELESSNESS. 5 5 119 44 0 0 10074696 13139843 0 0 23859 9990 17063 2653 10115618 13152486 4719353 5622791 0 0 4173852 4973482 0 0 345410 1580210 1605029 10473415 12201302 -357797 951184 4365570 5602456 3216032 591646 1149538 5010810 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-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 0 10611035 5622791 0 ENERGY AND RENTAL 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 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. ENERGY AND RENTAL ASSISTANCE IS PROVIDED TO HOUSEHOLDS IN 21 COUNTIES IN WISCONSIN.DURING FISCAL 2020, OUR SCOPE OF SERVICES WAS EXPANDED TO SEAMLESSLY INTEGRATE EMERGENCY RENTAL ASSISTANCE ACTIVITIES BEYOND STRUGGLING VETERANS. SIMILAR TO THE REGULAR ONE-TIME LOW-INCOME ENERGY ASSISTANCE PROGRAM, THE WISCONSIN RENTAL ASSISTANCE PROGRAM (WRAP) WAS ALSO ADMINISTERED BY ESI, WITH LANDLORD PAYMENTS MADE DIRECTLY BY THE WI DOA.ESI HAS CONTRACTS WITH VARIOUS COUNTIES AND DIRECTLY WITH THE WI DOA DEPARTMENT OF ENERGY, HOUSING AND COMMUNITY RESOURCES (DEHCR) TO ADMINISTER THE WISCONSIN HOME ENERGY ASSISTANCE PROGRAM (WHEAP) AND WRAP. ESI PERFORMS A VARIETY OF SERVICES UNDER THE PROGRAMS. ESI ADMINISTERED EMERGENCY ENERGY AND RENTAL ASSISTANCE GRANTS FOR 95,158 HOUSEHOLDS FOR TOTAL DIRECT BENEFITS OF $43,627,673, DERIVED FROM GOVERNMENT GRANTS. THESE BENEFIT PAYMENTS ARE MADE 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 19,435 HOUSEHOLDS FOR TOTAL DIRECT BENEFITS OF $5,621,591, DERIVED FROM CHARITABLE CONTRIBUTIONS. 10611035 1 1 0 0 0 0 0 0 0 0 1 0 0 0 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 31 0 119 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 0 0 WI X TIMOTHY BRUER 6082678601 1225 S PARK ST MADISON WI 53715 DAVE MARTIN CHAIR/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 TIMOTHY BRUER EXECUTIVE DIRECTOR 37.50 X 246645 0 25132 NOEL AYALA KEEP WI WARM/COOL FUND LEAD 37.50 X 111002 0 17834 BEVERLY SHOOK ENERGY PROGRAM SUPPORT & HR MANAGER 37.50 X 122292 0 25422 479939 0 68388 3 0 1 0 ABR EMPLOYMENT SERVICES BIN 88760 MILWAUKEE WI 532880760 EMPLOYMENT SERVICES 351809 CADRE PO BOX 7350 APPLETON WI 549127350 EMPLOYMENT SERVICES 182804 ROBERT HALF 12400 COLLECTIONS CENTER DR CHICAGO IL 60693 EMPLOYMENT SERVICES 164428 QPS EMPLOYMENT GROUP PO BOX 446 BROOKFIELD WI 530080446 EMPLOYMENT SERVICES 108875 OFFICETEAM 12400 COLLECTIONS CENTER DR CHICAGO IL 60693 EMPLOYMENT SERVICES 104047 5 45286 63754 9699785 3331018 13139843 9990 9990 43200 63754 45686 -2486 -2486 5139 5139 5139 13152486 0 0 12643 1200 1200 5621591 5621591 396980 79396 158792 158792 3785052 3092660 675530 16862 92811 77053 13322 2436 464054 403793 59068 1193 234585 194756 33672 6157 5113 2358 2405 350 32550 32550 243546 195170 45959 2417 289522 139084 32752 117686 460577 358518 84508 17551 73387 56578 13323 3486 318593 245620 57840 15133 118952 95594 22511 847 4645 3581 843 221 15066 11615 2653 798 18302 14110 3323 869 MEMBERSHIP DUES AND SUB 12759 10293 2424 42 12017 8065 3382 570 12201302 10611035 1244857 345410 1612178 561346 1953906 3935308 573134 865306 46445 76145 561360 397009 179907 164351 4365570 5602456 305944 294999 0 800 2910088 0 0 295847 3216032 591646 X 1149538 5010810 1149538 5010810 4365570 5602456 951184 2910088 0 X 0 1 X 1 1 1 X 10745810 10062146 10443115 10074696 13139843 54465610 10745810 10062146 10443115 10074696 13139843 54465610 11795455 42670155 2207 7046 22261 23859 9990 65363 11866 18778 20754 66600 117998 54648971 48339 0.78080 0.78550 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 59911 59911 412494 308054 104440 88955 88955 0 164351 PAYCHECK PROTECTION PROGRAM ADVANCE 295847 295847 13198172 0 13198172 -45686 -45686 13152486 12246988 45686 45686 12201302 0 12201302 PART XI, LINE 4B - OTHER ADJUSTMENTS: DIRECT EXPENSES REPORTED ON FORM 990, PART VIII, LINE 8B -45,686. PART XII, LINE 2D - OTHER ADJUSTMENTS: DIRECT EXPENSES REPORTED ON FORM 990, PART VIII, LINE 8B 45,686. ANNUAL CHARITY GOLF OUTING 98950 55750 43200 8514 9885 27287 FLANNEL FEST 8004 8004 106954 63754 43200 8514 9885 27287 45686 -2486 1 ENERGY AND RENTAL ASSISTANCE 19435 5621591 PART I, LINE 2: ENERGY SERVICES, INC. DISTRIBUTES GRANTS FOR ENERGY AND RENTAL 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 183637 0 63008 0 0 0 12345 0 12787 0 271777 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 15A 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.