Energy Services INC FY2021 filing

Tax-deductible

Fitchburg, WI501(c)(3)Since 1982HousingEIN 39-1443614Revenue $17.5M in FY2021

On file with the IRSesiwi.com2817 Fish Hatchery Rd Ste 2, 53713-5005 · Fitchburg, WITax-exempt since Mar 1984Publicly supported charity — 170(b)(1)(A)(vi)

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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.

501(c)(3) charity; gifts are tax-deductible.
86¢ of each $1 spent went to programs.
$1.2M paid to officers and key staff.
Mission: Form 990 Part I, line 1 · Status: IRS Pub. 78 · Programs: Part IX · Pay: Part VII

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FY2021 · Form 990Independent: from IRS data, not the org
Download 990
IRS status
501(c)(3)
not on the IRS revocation list
Looks good: listed by the IRS and not on the revocation list.
IRS BMF · Auto-Revocation List
Tax-deductible gifts
Yes
Donations are tax-deductible
Looks good: the IRS lists gifts to it as deductible.
IRS Pub. 78 · IRS BMF
Latest return
FY2025
latest Form 990
Looks good: the latest return is for FY2025, 1 tax year back; within 2 tax years.
IRS e-file · Filing history
Surplus or deficit
6 of 6
filings with a surplus
Average surplus $1.2M a year · 6% of revenue · last 6 filings
Looks good: a surplus in 6 of the last 6 filings.
Pt I · Ln 19 · 6 filings
Spent on programs
86%
of spending
Looks good: 86% of spending went to programs; 75% or more.
Pt IX · Ln 25 · col B
Pay to officers and key staff
$1.2M
to officers and key staff · 8% of spending
Looks good: pay to officers and key staff is 8% of spending; 15% or less.
Pt VII · Sec A
Cash reserves
5 mo
of spending, in cash
Looks good: 4.7 months of spending in cash; 3 or more.
Pt X · Ln 1–2 · Pt I · Ln 18
Named funders
4
named funders · $61K
Looks good: 4 funders name it on their filings; 3 or more.
Funders’ Sch. I, 990-PF
Liabilities
$1.0M
12% of total assets
Looks good: liabilities are 12% of assets; 50% or less.
Pt X · Ln 26
Independent board members
6
of 6 voting members
Looks good: 6 of 6 voting members are independent, a majority.
Pt VI · Ln 1a–1b
Looks goodFineWorth a lookConcernNo data yetTap a box for the reason.
Revenue
$17.5M
+33% vs prior year
Spent
$15.2M
To programs
86%
Net assets
$7.3M
By yearFY2020–FY2025
Revenue
$17.5M
FY2021▲ +33%
Tap a bar for its year
Revenue by fiscal year
FY2020$13.2M
FY2021$17.5M
FY2022$20.8M
FY2023$30.5M
FY2024$22.9M
FY2025$22.7M
Expenses
$15.2M
FY2021▲ +25%
Tap a bar for its year
Expenses by fiscal year
FY2020$12.2M
FY2021$15.2M
FY2022$20.7M
FY2023$28.4M
FY2024$22.8M
FY2025$20.9M
Net assets
$7.3M
FY2021▲ +45%
Tap a bar for its year
Net assets by fiscal year
FY2020$5.0M
FY2021$7.3M
FY2022$7.4M
FY2023$9.5M
FY2024$9.6M
FY2025$11.4M

From the FY2021 Form 990 (year ending September 2021) · figures checked against the IRS filing · see the original

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You’re viewing the FY2021 filing — not the latest on file. See the latest (FY2025) →

Is it real?

Yes. Never revoked by the IRS. Latest filing on record: FY2025. IRS ruling in Mar 1984.

IRS Pub. 78 · IRS Auto-Revocation List · IRS Business Master File

Where the money goes

86 cents of each dollar spent went to programs.

Program services 86% · $13.1M Management & general 12% · $1.9M Fundraising 2% · $270K

Form 990 Part IX, line 25, columns B–D. Every line is in By the numbers.

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Who runs it and what they're paid

13 people listed on the 990; $1.2M paid to officers and key staff.

Part VII, Section A · reportable compensation · most recent filed roster (FY2020); the FY2021 filing did not itemize Part VII
Executive Director
$403,206Pt VII · Sec A
Energy Program Support & HR Manager
$162,006Pt VII · Sec A
Keep WI Warm/Cool Fund Lead
$152,458Pt VII · Sec A
IT Manager
$133,666Pt VII · Sec A
Staff Accountant
$107,865Pt VII · Sec A
Intake Eligibility Specialist
$100,722Pt VII · Sec A
Intake Eligibility Specialist - Regional Coordinat
$100,169Pt VII · Sec A
$0Pt VII · Sec A

Timothy Bruer’s $376K as Executive Director is at the 88th percentile of top reported officer pay among 676 $10–100M housing nonprofits. Peer set: organizations in the same NTEE major field of work and revenue-size band, compared on each org’s own highest-paid officer/key-employee, from Form 990 Part VII / 990-PF Part VIII. Descriptive placement, not a verdict on whether the pay is appropriate.

Compensation history total reportable pay by year · 8 named individuals · Part VII

NameFY2025FY2024FY2023FY2022FY2021FY2020
Timothy Bruer$375,509$633,856$465,356$368,558$403,206$246,645
Beverly Shook$165,334$227,249$194,880$177,171$162,006$122,292
Noel Ayala$202,483$225,044$178,059$174,029$152,458$111,002
Nicole Lauderdale—$203,289$208,787$132,914$107,865—
Erica Anderson$166,715$201,136$163,100$120,508——
Steven Johnson$189,706$190,869$160,406$152,407$100,722—
Lucas Marti$145,969$168,173$159,171$127,903$133,666—
Katie Davenport$159,388—————

Total reportable compensation (Form 990 Part VII column D / Schedule J column E) by filing year, matched by name within this organization. The Schedule J base / bonus / deferred breakdown is not parsed into this dataset.

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Questions the 990 asks

The form asks each of these directly. These are the filed answers.

  • Family or business ties among officersPt VI · Ln 2No
  • Top official's pay set by an independent reviewPt VI · Ln 15aYes

Programs and updates

Helps low-income families manage rising energy costs and prevent homelessness.

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Provided by the organization

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1 program · $13.1M · in their own filed words · FY2020
01

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.

$13.1Mprogram expense

Funders

Who pays for it.

From grant filings on record. Receipts are incomplete: individual donors are never listed.

Grants

Schedule I · received and paid
Grants received · FY2024
Total grants receivedfrom 4 funders$61K
See all 4 funders →
Grants paid · 6 grants · $42.3M · 2019–2024
Unitemized GrantFY2024$6,020,578
Unitemized GrantFY2023$6,739,628
Unitemized GrantFY2022$11,140,723
Unitemized GrantFY2021$6,975,706
Unitemized GrantFY2020$5,842,443
Unitemized GrantFY2019$5,621,591

By the numbers

The FY2021 990, line by line.

1The main four
Money inPt VIII
$17.5M
Ln 12
Gifts and grantsLn 1h$17.4M
Fees for servicesLn 2g$23K
Investment incomeLn 3$17K
Money outPt IX
$15.2M
Ln 25
Programscol B$13.1M
Managementcol C$1.9M
Fundraisingcol D$270K
Owns and owesPt X
$7.3M
net assets · Ln 32
Cash and savingsLn 1–2$6.0M
Total assetsLn 16$8.3M
LiabilitiesLn 26$1.0M
PeoplePt VI, VII
13
listed · VII A
PaidVII A7
Voting boardVI 1a6
IndependentVI 1b6
2In more detail
Revenue in detailPt VIII
Gifts and grantsLn 1h$17.4M
Government grantsLn 1e$13.1M
Fundraising eventsLn 1c$101K
Fees for servicesLn 2g$23K
Investment incomeLn 3$17K
Other incomeLn 4–11$1K
Total revenueLn 12$17.5M
Assets in detailPt X, end of year
CashLn 1$225K
SavingsLn 2$5.7M
Cash and savings togetherLn 1–2$6.0M
Land, buildings, equipmentLn 10c$150K
Total assetsLn 16$8.3M
LiabilitiesLn 26$1.0M
Net assetsLn 32$7.3M
OperationsPt I, VI
EmployeesI 5220
VolunteersI 630
Fiscal year endsHeaderSeptember
Conflict-of-interest policyVI 12aYes
Whistleblower policyVI 13No
Records policyVI 14Yes
3Year over year
Balance sheet, start vs end of yearPt X · col A, B
LineStart FY21End FY21
Cash and savingsLn 1–2$4.5M$6.0M
Land, buildings, equipmentLn 10c$164K$150K
Total assetsLn 16$5.6M$8.3M
LiabilitiesLn 26$592K$1.0M
Net assetsLn 32$5.0M$7.3M
4Every line
Statement of functional expensesPt IX · every line
LineTotalProgramsManagementFundraising
Grants to domestic individualsLn 2$5.8M$5.8M
Pay of current officers, directors and key staffLn 5$725K$150K$402K$173K
Other salaries and wagesLn 7$4.6M$3.8M$769K$9K
Pension plan contributionsLn 8$242K$223K$19K
Other employee benefitsLn 9$441K$401K$39K$926
Payroll taxesLn 10$269K$210K$52K$7K
Legal feesLn 11b$4K$1K$2K$181
Accounting feesLn 11c$35K$35K
Other fees for servicesLn 11g$287K$211K$69K$7K
Advertising and promotionLn 12$1.3M$1.2M$15K
Office expensesLn 13$661K$483K$151K$27K
Information technologyLn 14$141K$102K$31K$7K
OccupancyLn 16$399K$288K$91K$20K
TravelLn 17$276K$73K$203K$222
Conferences, conventions and meetingsLn 19$5K$130$3K$2K
InterestLn 20$7K$7K
Depreciation, depletion and amortizationLn 22$14K$10K$3K$718
InsuranceLn 23$28K$16K$10K$1K
Other expenses (24a–d)Ln 24$13K$9K$3K$67
All other expensesLn 24e$3K$3K
Total functional expensesLn 25$15.2M$13.1M$1.9M$270K

Filing history

YearMoney inMoney outIn minus outNet assetsDownload
FY2025 Latest $22.7M$20.9M$1.8M$11.4M 990 PDF
FY2024 $22.9M$22.8M$87K$9.6M 990 PDF
FY2023 $30.5M$28.4M$2.2M$9.5M 990 PDF
FY2022 $20.8M$20.7M$125K$7.4M 990 PDF
FY2021 Viewing $17.5M$15.2M$2.2M$7.3M 990 PDF
FY2020 $13.2M$12.2M$951K$5.0M 990 PDF

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Schedules filed Part IV

III · Programs I · Grants R · Related orgs G · Fundraising L · Interested persons A · Public support F · Foreign M · Noncash
See the full FY2021 990 (6 parts)
Part I · Summary $17,473,845 revenue, 12 lines filed
I-8 Contributions and grantsPrior year $13,139,843$17,432,082
I-9 Program service revenuePrior year $0$23,368
I-10 Investment incomePrior year $9,990$17,351
I-11 Other revenuePrior year $2,653$1,044
I-12 Total revenuePrior year $13,152,486$17,473,845
I-13 Grants and similar amounts paidPrior year $5,622,791$5,842,443
I-14 Benefits paid to membersPrior year $0$0
I-15 Salaries and benefitsPrior year $4,973,482$6,252,301
I-16a Professional fundraising feesPrior year $0$0
I-17 Other expensesPrior year $1,605,029$3,131,948
I-18 Total expensesPrior year $12,201,302$15,226,692
I-19 Revenue less expensesPrior year $951,184$2,247,153
Part VI · Governance 6 of 6 board members independent, 1 to look at
VI-1a Voting members of the governing body6
VI-1b Independent voting members6
VI-13 Written whistleblower policyNo
VI-2 Family or business relationship among officers or directorsNo
VI-12a Written conflict of interest policyYes
VI-14 Document retention and destruction policyYes
VI-15a Process for setting top official's payYes
Part VIII · Statement of revenue $17,473,845 across 10 lines filed
Lines not itemized here account for $4,801 of total revenue; see the IRS return.
VIII-1a Federated campaigns$40,594
VIII-1c Fundraising events$101,280
VIII-1e Government grants$13,088,173
VIII-1f All other contributions, gifts and grants$4,202,035
VIII-1h Total contributions, gifts and grants$17,432,082
VIII-2a-f Program service revenue, itemized rows (sum of 2a–2f as filed)Related to mission $23,368$23,368
VIII-3 Investment incomeExcluded from tax $17,351$17,351
VIII-8 Net income from fundraising eventsExcluded from tax −$39,346−$39,346
VIII-11a-d Other revenue, itemized rows (sum of 11a–11d as filed)Excluded from tax $35,589$35,589
VIII-12 Total revenueRelated to mission $23,368 · Unrelated business $0 · Excluded from tax $18,395$17,473,845
Part IX · Statement of functional expenses $15,226,692 across 20 lines filed
IX-2 Grants to domestic individualsPrograms $5,842,443$5,842,443
IX-5 Pay of current officers, directors and key staffPrograms $150,190 · Management $401,862 · Fundraising $173,126$725,178
IX-7 Other salaries and wagesPrograms $3,797,746 · Management $768,768 · Fundraising $8,809$4,575,323
IX-8 Pension plan contributionsPrograms $222,947 · Management $18,988$241,935
IX-9 Other employee benefitsPrograms $400,998 · Management $38,760 · Fundraising $926$440,684
IX-10 Payroll taxesPrograms $210,223 · Management $51,936 · Fundraising $7,022$269,181
IX-11b Legal feesPrograms $1,277 · Management $2,182 · Fundraising $181$3,640
IX-11c Accounting feesManagement $35,000$35,000
IX-11g Other fees for servicesPrograms $210,882 · Management $68,847 · Fundraising $6,878$286,607
IX-12 Advertising and promotionPrograms $1,244,085 · Fundraising $14,606$1,258,691
IX-13 Office expensesPrograms $483,393 · Management $150,979 · Fundraising $26,963$661,335
IX-14 Information technologyPrograms $102,253 · Management $31,412 · Fundraising $6,991$140,656
IX-16 OccupancyPrograms $288,347 · Management $90,753 · Fundraising $19,827$398,927
IX-17 TravelPrograms $72,939 · Management $202,995 · Fundraising $222$276,156
IX-19 Conferences, conventions and meetingsPrograms $130 · Management $3,301 · Fundraising $2,030$5,461
IX-20 InterestPrograms $6,722$6,722
IX-22 Depreciation, depletion and amortizationPrograms $10,481 · Management $3,256 · Fundraising $718$14,455
IX-23 InsurancePrograms $16,499 · Management $10,403 · Fundraising $1,407$28,309
IX-24 Other expenses (24a–d)Programs $9,487 · Management $3,423 · Fundraising $67$12,977
IX-24e All other expensesPrograms $3,012$3,012
IX-25 Total functional expensesPrograms $13,074,054 · Management $1,882,865 · Fundraising $269,773$15,226,692
Part X · Balance sheet $8,275,764 assets, 13 lines filed
X-1 Cash, non-interest-bearingStart of year $561,346$225,194
X-2 Savings and temporary cash investmentsStart of year $3,935,308$5,743,351
X-3 Pledges and grants receivableStart of year $865,306$2,072,042
X-9 Prepaid expenses and deferred chargesStart of year $76,145$85,281
X-10c Land, buildings and equipment, netStart of year $164,351$149,896
X-16 Total assetsStart of year $5,602,456$8,275,764
X-17 Accounts payable and accrued expensesStart of year $294,999$1,015,395
X-18 Grants payableStart of year $800$2,406
X-25 Other liabilitiesStart of year $295,847$0
X-26 Total liabilitiesStart of year $591,646$1,017,801
X-27 Net assets without donor restrictionsStart of year $5,010,810$7,257,963
X-32 Total net assets or fund balancesStart of year $5,010,810$7,257,963
X-33 Total liabilities and net assetsStart of year $5,602,456$8,275,764
Part XI · Reconciliation of net assets $7,257,963 net assets at year end
XI-1 Total revenue$17,473,845
XI-2 Total expenses$15,226,692
XI-3 Revenue less expenses$2,247,153
XI-4 Net assets at start of year$5,010,810
XI-9 Other changes in net assets$0
XI-10 Net assets at end of year$7,257,963

Form 990 e-file (XML) FY2021 from the IRS · Classification, formation year and address from the IRS Business Master File

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