Energy Services Inc

Nonprofit profile at a glance

EIN
391443614
IRS 990 coverage
2009–2024
Forms available
Form 990 2024
Location
Fitchburg, WI, USA
Phone
6083670163
Rating
82
Verdict
STRONG
Rating confidence
Moderate
Sector
Housing Expense Reduction Support

Reported finances

Revenue
$22,692,290
Expenses
$20,900,968
Assets
$12,809,988
Liabilities
$1,395,684

Source: IRS Form 990. Selected filing: tax year 2024. Amounts in USD.

Leadership & pay

12 people listed

Executive titles in this filing

  • TIM MCCAFFREY (INTERIM PRESIDENT/TREASURER)
  • TIMOTHY BRUER (EXECUTIVE DIRECTOR)

Highest reported compensation

  • TIMOTHY BRUER (EXECUTIVE DIRECTOR): $407,492 total reported compensation
  • NOEL AYALA (VETERAN SERVICES ADVOCATE/CCC COORDINATOR): $228,231 total reported compensation
  • STEVEN JOHNSON (INTAKE ELIGIBILITY SPECIALIST): $211,893 total reported compensation

Source: IRS Form 990. Selected filing: tax year 2024. Names and roles reflect this filing, not necessarily current officeholders.

Overview

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.

What it reported doing in 2024

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.

Operating model

Revenue model
Grant-funded. 79% of the money available for current operations came from government grants.
Distribution model
Hybrid. The nonprofit split its reported program spending across 65% for direct work, and 35% for grants.

The verdict

STRONG - A large share of available resources goes toward mission work and the filed numbers largely add up. Total assets are small relative to annual expenses; liquid coverage is unknown and some filing-based governance responses are negative or unanswered.

Rating breakdown

  • Financial Efficiency: 77
  • Transparency & Controls: 83
  • Accountability: 95
  • Sustainability: 48
  • Growth: 100

Detailed rating inputs

Financial Efficiency

  • Mission deployment rate: 76.1%; rating input score 76
  • Program expense ratio: 82.5%; rating input score 82
  • Fundraising efficiency: $35.18 raised per $1 spent on fundraising; rating input score 70; 70th percentile among comparable filings

Transparency & Controls

  • Consistency checks: 100%; rating input score 100; 62nd percentile among comparable filings
  • Pay-setting controls: 3 of 6 controls in place; rating input score 50
    • Compensation committee: Missing
    • Independent consultant: Missing
    • Other Form 990s reviewed: Pass
    • Written employment contract: Missing
    • Compensation survey or study: Pass
    • Board or committee approval: Pass
  • Foreign activity oversight: Limited
  • Grant itemization coverage: 100%; rating input score 100; 72nd percentile among comparable filings
  • Major donor itemization: Yes; rating input score 100
  • Related-party transparency: Limited

Accountability

  • Independent voting board: 100%; rating input score 100; 66th percentile among comparable filings
  • Governance controls: 8 of 9 controls in place; rating input score 89
    • Conflict-of-interest policy: Pass
    • Whistleblower policy: Fail
    • Document-retention policy: Pass
    • CEO compensation review process: Pass
    • Other executive compensation review process: Pass
    • Form 990 shared with the board: Pass
    • Board meeting minutes documented: Pass
    • Audit committee oversight: Pass
    • Independent financial-statement audit: Pass

Sustainability

  • Operating margin: 7.9%; rating input score 62; 62nd percentile among comparable filings
  • Total-asset coverage ratio: 0.61; rating input score 21; 21st percentile among comparable filings
  • Liabilities to assets ratio: 0.11; rating input score 72; 72nd percentile among comparable filings
  • Officer compensation ratio: 7.5%; rating input score 33; 33rd percentile among comparable filings

Growth

  • Program expense growth: 9.8% per year; rating input score 100; 70th percentile among comparable filings
  • Revenue growth: 10.2% per year; rating input score 100; 74th percentile among comparable filings
  • Asset growth: 11.9% per year; rating input score 100; 72nd percentile among comparable filings

Details

  • Where the money goes: 76.1% of revenue deployed · 82.5% of spending went to programs
  • Governance: 5 of 5 board members independent · 8 of 9 filing controls reported
  • Programs: 1 filed program accomplishment · $17.2M in reported program spending
  • Leadership: top reported pay $407K · 12 people listed · 3 of 6 pay-setting controls reported
  • Consistency: 36 of 36 current checks pass
  • Schedules: 7 filed schedules · includes major donors, grants, and executive pay
  • Filing history: 16 filing years from 2009 to 2024
  • Contacts: How to reach this organization
  • Money network: 7 filed money-flow records
  • Related organizations: Filed and resolved organization relationships.
  • Grant readiness: Federal tax and exclusion status, award history, and grant-maker relationships.
  • People: Everyone the filings name, and which of them the filings identify by more than a name.

Key Signals

Signals prioritize questions for review. They are not findings of misconduct.

  • High — Sustainability: Total-asset coverage ratio scored 21/100.
  • Review — Accountability: Governance controls: Whistleblower policy not reported.
  • Moderate — Sustainability: Officer compensation ratio scored 33/100.