ENERGY SERVICES INC

EIN: 391443614 501(c)(3) Housing & Shelter

FITCHBURG, WI

Total Revenue
$22,936,255
Total Expenses
$22,849,032
Total Assets
$11,447,751
Net Assets
$9,622,982
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Financial Vulnerability Assessment (Tuckman-Chang)

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Financial Trends

Organization Details

Formation Year
1982
Legal Domicile
WI
Principal Officer
TIMOTHY BRUER
Phone
6083670163
Tax Period
2023-10-01 to 2024-09-30

ENERGY SERVICES INC, founded in 1982, is a mid-sized nonprofit in the Housing & Shelter sector that reported $22.9M in total revenue in fiscal year 2023. Revenue fell 25% from the prior year — a significant decline worth monitoring.

Mission

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.

Program Service Accomplishments

Program 1
Expenses: $19,584,290 Revenue: $2,085,925

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...

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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.

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Trantor Score

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Liquidity (40%) • Solvency (30%) • Sustainability (20%) • Efficiency (10%)

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Financial Overview (2023)

Revenue Breakdown

Contributions & Grants $20,753,613
Program Service Revenue $2,085,925
Investment Income $211,806
Other Revenue $-115,089
TOTAL REVENUE $22,936,255

Expense Breakdown

Grants Paid $6,739,628
Salaries & Benefits $10,829,167
Fundraising Expenses $582,348
Program Expenses $19,584,290
Other Expenses $5,280,237
TOTAL EXPENSES $22,849,032

Year-over-Year Comparison

2023 2022 Change
Revenue $22,936,255 $30,546,923 -0.2%
Expenses $22,849,032 $28,393,722 -0.2%
Net Income $87,223 $2,153,201 -1.0%
Key Indicators
Grants to Organizations Grants to Individuals Lobbying Political Activity Foreign Activities Donor Advised Fund Schedule B Required
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Governance

Voting Members
5
Independent Members
5
Employees
265
Volunteers
26

Governance Policies

Conflict of Interest Policy
Whistleblower Policy
Document Retention Policy

Special Practices & Reported Activities

Operated a School
Operated a Hospital
Provided First Class Travel
Reported Conflict of Interest
Reported Asset Diversion
Excess Benefit Transaction
Made Political Expenditures
Engaged in Lobbying
Operated Donor Advised Fund
Maintained Art Collections
Filed Form 720

Compensation of Officers, Directors & Key Employees

Total Officers
3
$704,004
Total Directors
5
$0
Key Employees
1
$287,159
Highest Compensated
5
reported
Name Title Hours/Week Role Reportable Comp Other Comp Total
DAVID MARTIN PRESIDENT/TREASURER 1.00
Officer Director
$0 $0 $0
MICHAEL LAWTON SECRETARY 1.00
Officer Director
$0 $0 $0
TIM MCCAFFREY DIRECTOR 1.00
Director
$0 $0 $0
MIKE LAWRENCE DIRECTOR 1.00
Director
$0 $0 $0
RANDY MANNING DIRECTOR 1.00
Director
$0 $0 $0
TIMOTHY BRUER EXECUTIVE DIRECTOR 37.50
Officer
$633,856 $70,148 $704,004
BEVERLY SHOOK OPERATIONS & HR MANAGER 37.50
Key Emp
$227,249 $59,910 $287,159
NOEL AYALA VETERAN SERVICES ADVOCATE/CCC COORDINATOR 37.50
Highest
$225,044 $59,344 $284,388
LUCAS MARTI IT MANAGER 37.50
Highest
$168,173 $30,343 $198,516
NICOLE LAUDERDALE FISCAL/OPERATIONS COORDINATOR 37.50
Highest
$203,289 $21,278 $224,567
STEVEN JOHNSON INTAKE ELIGIBILITY SPECIALIST 37.50
Highest
$190,869 $31,212 $222,081
ERICA ANDERSON LEAD PROGRAM SERVICES COORDINATOR 37.50
Highest
$201,136 $34,262 $235,398
Note: Compensation data is self-reported by the organization on their Form 990. "Reportable Comp" includes salary, bonuses, and other reportable compensation from the organization and related organizations. "Other Comp" includes benefits, deferred compensation, and non-taxable benefits.

Historical Data

Year Revenue Expenses Assets Net Income
2024 $22,936,255 $22,849,032 $11,447,751 $87,223
2023 $30,546,923 $28,393,722 $10,856,710 $2,153,201
2022 $20,841,760 $20,717,165 $8,742,379 $124,595
2021 $17,473,845 $15,226,692 $8,275,764 $2,247,153
2020 $13,152,486 $12,201,302 $5,602,456 $951,184
2019 $10,115,618 $10,473,415 $4,365,570 $-357,797
2018 $10,486,130 $10,282,164 $5,260,710 $203,966
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