Totals
- Total revenue
- $22,692,290
- Total expenses
- $20,900,968
- Contributions and grants received
- $20,837,687
- Grants paid
- $6,020,578
- Program service revenue
- $1,681,313
- Investment income
- $159,594
- Other revenue
- $13,696
- Total assets, end of year
- $12,809,988
- Total liabilities, end of year
- $1,395,684
- Net assets or fund balances, end of year
- $11,414,304
- Program services expenses (Part IX)
- $17,236,651
- Management and general expenses
- $3,071,969
- Fundraising expenses
- $592,348
- Program service expenses (Part III)
- $17,236,651
Program services were 82.5% of total expenses calculated — Part IX's program-services column over total expenses, both as filed.
Line items
Every line the filer filed in Parts VIII, IX and X, as filed and in filed order. Blank columns are left out, and the lines are not forced to add up to the totals above.
Revenue
Part VIII, the statement of revenue.
-
1a · Federated campaigns
$27,185
-
1c · Fundraising events
$105,791
-
1e · Government grants (contributions)
$17,852,938
-
1f · All other contributions, gifts and grants
$2,851,773
-
2a · Program service revenue: PROGRAM SERVICE REVENUE
total $1,681,313 · related or exempt $1,681,313
-
3 · Investment income
total $159,594 · excluded $159,594
-
8a · Fundraising events: gross income
$233,566
-
8a · Fundraising events: contributions included on line 1c
$105,791
-
8b · Fundraising events: direct expenses
$229,557
-
8c · Net income from fundraising events
total $4,009 · excluded $4,009
-
11a · Other revenue: UTILITY REFUNDS
total $5,982 · excluded $5,982
-
11d · All other revenue
total $3,705 · excluded $3,705
-
11e · Other revenue, total
$9,687
Functional expenses
Part IX, the statement of functional expenses.
-
2 · Grants to domestic individuals
total $6,020,578 · program services $6,020,578
-
5 · Compensation of officers, directors and key employees
total $667,521 · program services $506,294 · management and general $141,695 · fundraising $19,532
-
7 · Other salaries and wages
total $6,400,793 · program services $4,886,489 · management and general $1,385,892 · fundraising $128,412
-
8 · Pension plan contributions
total $625,596 · program services $499,085 · management and general $120,065 · fundraising $6,446
-
9 · Other employee benefits
total $1,044,655 · program services $835,148 · management and general $200,912 · fundraising $8,595
-
10 · Payroll taxes
total $522,875 · program services $401,693 · management and general $110,013 · fundraising $11,169
-
11b · Fees: legal
total $2,600 · management and general $2,600
-
11c · Fees: accounting
total $54,250 · management and general $54,250
-
11g · Fees: other
total $444,571 · program services $221,254 · management and general $157,928 · fundraising $65,389
-
12 · Advertising and promotion
total $2,656,005 · program services $2,353,955 · management and general $111,716 · fundraising $190,334
-
13 · Office expenses
total $822,013 · program services $573,123 · management and general $195,922 · fundraising $52,968
-
14 · Information technology
total $153,032 · program services $99,441 · management and general $39,093 · fundraising $14,498
-
16 · Occupancy
total $884,096 · program services $623,417 · management and general $237,507 · fundraising $23,172
-
17 · Travel
total $326,044 · program services $83,800 · management and general $233,672 · fundraising $8,572
-
19 · Conferences, conventions and meetings
total $100,390 · program services $13,665 · management and general $34,713 · fundraising $52,012
-
22 · Depreciation, depletion and amortization
total $79,093 · program services $55,772 · management and general $21,248 · fundraising $2,073
-
23 · Insurance
total $61,931 · program services $40,243 · management and general $15,821 · fundraising $5,867
-
24a · Other expenses: MEMBERSHIP DUES AND SUB
total $34,925 · program services $22,694 · management and general $8,922 · fundraising $3,309
Balance sheet
Part X, book values.
-
1 · Cash, non-interest-bearing
beginning of year $2,334,320 · end of year $3,129,728
-
2 · Savings and temporary cash investments
beginning of year $4,136,611 · end of year $4,366,338
-
3 · Pledges and grants receivable
beginning of year $1,629,531 · end of year $1,726,890
-
4 · Accounts receivable
beginning of year $9,690 · end of year $16,685
-
9 · Prepaid expenses and deferred charges
beginning of year $395,079 · end of year $403,221
-
10a · Land, buildings and equipment: cost or other basis
$3,284,795
-
10b · Land, buildings and equipment: accumulated depreciation
$528,247
-
10c · Land, buildings and equipment, net
beginning of year $2,243,692 · end of year $2,756,548
-
15 · Other assets
beginning of year $698,828 · end of year $410,578
-
17 · Accounts payable and accrued expenses
beginning of year $1,116,968 · end of year $958,251
-
19 · Deferred revenue
beginning of year $0 · end of year $16,685
-
25 · Other liabilities
beginning of year $707,801 · end of year $420,748
-
27 · Net assets without donor restrictions
beginning of year $9,622,982 · end of year $11,414,304
Mission and programs · 2024
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.
Activities or mission (Part I)
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.
-
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 $91,961,795 AND INCREASE THE PROGRAM EXPENSES PERCENTAGE FROM 82% 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.
Expenses $17,236,651 · Grants $6,020,578 · Revenue $1,681,313
As filed on the 2024 return. The filer continues this part on Schedule O, which is not shown here.
Listed in Part VII
-
Tim McCaffreyTIM MCCAFFREY
INTERIM PRESIDENT/TREASURER
- Total calculated
- $0
- Hours/week
- 1
-
Michael LawtonMICHAEL LAWTON
SECRETARY
- Total calculated
- $0
- Hours/week
- 1
-
Randy ManningRANDY MANNING
DIRECTOR
- Total calculated
- $0
- Hours/week
- 1
-
Mike LawrenceMIKE LAWRENCE
DIRECTOR
- Total calculated
- $0
- Hours/week
- 1
-
Tim EtesTIM ETES
DIRECTOR
- Total calculated
- $0
- Hours/week
- 1
-
Timothy BruerTIMOTHY BRUER
EXECUTIVE DIRECTOR
- Total calculated
- $407,492
- From this org
- $375,509
- From related orgs
- $0
- Other
- $31,983
- Hours/week
- 37.5
Schedule J breakdown matched by us
- Base
- $246,452
- Bonus
- $84,904
- Other
- $44,153
- Deferred
- $16,586
- Nontaxable benefits
- $15,397
- Filer's total
- $407,492
-
Beverly ShookBEVERLY SHOOK
OPERATIONS & HR MANAGER
- Total calculated
- $189,016
- From this org
- $165,334
- From related orgs
- $0
- Other
- $23,682
- Hours/week
- 37.5
Schedule J breakdown matched by us
- Base
- $126,064
- Bonus
- $39,270
- Other
- $0
- Deferred
- $8,285
- Nontaxable benefits
- $15,397
- Filer's total
- $189,016
-
Noel AyalaNOEL AYALA
VETERAN SERVICES ADVOCATE/CCC COORDINATOR
- Total calculated
- $228,231
- From this org
- $202,483
- From related orgs
- $0
- Other
- $25,748
- Hours/week
- 37.5
Schedule J breakdown matched by us
- Base
- $173,713
- Bonus
- $24,570
- Other
- $4,200
- Deferred
- $10,186
- Nontaxable benefits
- $15,562
- Filer's total
- $228,231
-
Steven JohnsonSTEVEN JOHNSON
INTAKE ELIGIBILITY SPECIALIST
- Total calculated
- $211,893
- From this org
- $189,706
- From related orgs
- $0
- Other
- $22,187
- Hours/week
- 37.5
Schedule J breakdown matched by us
- Base
- $15,771
- Bonus
- $173,935
- Other
- $0
- Deferred
- $9,550
- Nontaxable benefits
- $12,637
- Filer's total
- $211,893
-
Erica AndersonERICA ANDERSON
LEAD PROGRAM SERVICES COORDINATOR
- Total calculated
- $196,850
- From this org
- $166,715
- From related orgs
- $0
- Other
- $30,135
- Hours/week
- 37.5
Schedule J breakdown matched by us
- Base
- $146,922
- Bonus
- $19,793
- Other
- $0
- Deferred
- $8,637
- Nontaxable benefits
- $21,498
- Filer's total
- $196,850
-
Katie DavenportKATIE DAVENPORT
FISCAL COORDINATOR
- Total calculated
- $168,586
- From this org
- $159,388
- From related orgs
- $0
- Other
- $9,198
- Hours/week
- 37.5
Schedule J breakdown matched by us
- Base
- $129,200
- Bonus
- $30,188
- Other
- $0
- Deferred
- $7,985
- Nontaxable benefits
- $1,213
- Filer's total
- $168,586
-
Lucas MartiLUCAS MARTI
IT MANAGER
- Total calculated
- $167,374
- From this org
- $145,969
- From related orgs
- $0
- Other
- $21,405
- Hours/week
- 37.5
Schedule J breakdown matched by us
- Base
- $123,342
- Bonus
- $22,627
- Other
- $0
- Deferred
- $7,385
- Nontaxable benefits
- $14,020
- Filer's total
- $167,374
Compensation is as filed in Part VII: reportable pay from this organization and from related organizations, other compensation, and hours per week. The total, marked calculated, is our sum of the three dollar columns, with a blank column counted as $0; the form itself has no total. On a Form 990-EZ the columns are Part IV's instead, and on a Form 990-PF Part VIII's — compensation, contributions to benefit plans, and expense account — and the total sums those. A Schedule J breakdown is as filed: base pay, bonus, other, deferred compensation and nontaxable benefits from this organization, with any from related organizations beside each, and the filer's own total. It is shown with the Part VII listing of the same name on the same return. The form gives no key between the two, so that pairing is ours, and is marked matched by us.
Schedule J
Answered yes
- 3 · Form 990 of other organizations
- 3 · Compensation survey or study
- 3 · Approval by the board or compensation committee
Answered no
- 4a · Severance or change-of-control payment
- 4b · Supplemental nonqualified retirement plan
- 4c · Equity-based compensation arrangement
- 5a · Pay contingent on this organization's revenues
- 5b · Pay contingent on a related organization's revenues
- 6a · Pay contingent on this organization's net earnings
- 6b · Pay contingent on a related organization's net earnings
- 7 · Other non-fixed payments
- 8 · Paid under the initial-contract exception
Part I's answers as filed. A line not listed was left unanswered; on lines 1a and 3 that means the box was not checked.
Grants on this return
No itemized grants to organizations on this return.
Provenance
- Return type
- form_990
- Tax year
- 2024
- Filed
- 11 August 2026
- IRS schema version
- 2024v5.5
- Source object
- 202632249349300243
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