Fiscal Assistance Inc
- Assets
- $5.7m
- Revenue
- $3.0m
- Investments
- $0.0
- Employees
- 31
- Location
- Madison, WI
- Founding
- 10/2000
- Data as of
- 12/2022
- EIN
- 39-1997457
Organization Overview
Fiscal Assistance Inc is located in Madison, WI. The organization was established in 2000. According to its NTEE Classification (P82) the organization is classified as: Developmentally Disabled Centers, under the broad grouping of Human Services and related organizations. As of 12/2022, Fiscal Assistance Inc employed 31 individuals. This organization is an independent organization and not affiliated with a larger national or regional group of organizations. Fiscal Assistance Inc is a 501(c)(3) and as such, is described as a "Charitable or Religous organization or a private foundation" by the IRS.
For the year ending 12/2022, Fiscal Assistance Inc generated $3.0m in total revenue. This organization has experienced exceptional growth, as over the past 8 years, it has increased revenue by an average of 11.5% each year . All expenses for the organization totaled $2.7m during the year ending 12/2022. While expenses have increased by 10.6% per year over the past 8 years. They've been increasing with an increasing level of total revenue. You can explore the organizations financials more deeply in the financial statements section below.
Form
990
Mission & Program ActivityExcerpts From the 990 Filing
TAX YEAR
2022
Describe the Organization's Mission:
Part 3 - Line 1
TO INTEGRATE FISCAL TOOLS WITH COMMUNITY LIVING RESOURCES TO EMPOWER PEOPLE OF ALL AGES ACROSS ALL TYPES OF DISABILITIES TO REACH THEIR POTENTIAL.
Describe the Organization's Program Activity:
Part 3 - Line 4a
REPRESENTATIVE PAYEE PROGRAMS- RECEIVE CUSTOMERS FUNDS FROM THE SOCIAL SECURITY ADMINISTRATION AND DISBURSE THESE FUNDS BASED UPON CONSUMER / GUARDIAN REQUESTS OR SEND FUNDS DIRECTLY TO THE COUNTY AS THE CONSUMER'S CONTRIBUTION TO THE COST OF CARE PROVIDED BY THE COUNTY
FISCAL MANAGEMENT ADMIN PROGRAM- RECEIVE FUNDS FROM THE COUNTY THAT BELONG TO THE SPECIFIC CONSUMERS AND DISBURSE THESE FUNDS ON BEHALF OF THESE CONSUMERS BASED UPON REQUESTS FROM THE CONSUMER'S BROKERS
EMPLOYER AGENT PROGRAM- RECEIVE FUNDS FROM THE COUNTY FOR A CONSUMER THAT BELONGS TO A SPECIFIC CONSUMER AND DISBURSE THESE FUNDS BY PROCESSING PAYROLL CHECKS FOR INDIVIDUALS WHO ARE WORKING FOR THAT CONSUMER
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Board, Officers & Key Employees
| Name (title) | Role | Hours | Compensation |
|---|---|---|---|
Keith A Yelinek Vice President | OfficerTrustee | 1 | $0 |
Theresa Fishler President | OfficerTrustee | 1 | $0 |
Constance M Kilmark Director | Trustee | 1 | $0 |
Susan Watson Secretary | OfficerTrustee | 1 | $0 |
David Schade Treasurer | OfficerTrustee | 1 | $0 |
Carol A Richards Executive Director | Officer | 50 | $137,105 |
Financial Statements
| Statement of Revenue | |
|---|---|
| Federated campaigns | $0 |
| Membership dues | $0 |
| Fundraising events | $0 |
| Related organizations | $0 |
| Government grants | $310,394 |
| All other contributions, gifts, grants, and similar amounts not included above | $0 |
| Noncash contributions included in lines 1a–1f | $0 |
| Total Revenue from Contributions, Gifts, Grants & Similar | $310,394 |
| Total Program Service Revenue | $2,726,156 |
| Investment income | $785 |
| Tax Exempt Bond Proceeds | $0 |
| Royalties | $0 |
| Net Rental Income | $0 |
| Net Gain/Loss on Asset Sales | $0 |
| Net Income from Fundraising Events | $0 |
| Net Income from Gaming Activities | $0 |
| Net Income from Sales of Inventory | $0 |
| Miscellaneous Revenue | $0 |
| Total Revenue | $3,037,335 |
| Statement of Expenses | |
|---|---|
| Grants and other assistance to domestic organizations and domestic governments. | $0 |
| Grants and other assistance to domestic individuals. | $0 |
| Grants and other assistance to Foreign Orgs/Individuals | $0 |
| Benefits paid to or for members | $0 |
| Compensation of current officers, directors, key employees. | $159,290 |
| Compensation of current officers, directors, key employees. | $15,929 |
| Compensation to disqualified persons | $0 |
| Other salaries and wages | $1,153,395 |
| Pension plan accruals and contributions | $54,020 |
| Other employee benefits | $242,961 |
| Payroll taxes | $96,920 |
| Fees for services: Management | $0 |
| Fees for services: Legal | $2,539 |
| Fees for services: Accounting | $9,450 |
| Fees for services: Lobbying | $0 |
| Fees for services: Fundraising | $0 |
| Fees for services: Investment Management | $0 |
| Fees for services: Other | $43,851 |
| Advertising and promotion | $11,011 |
| Office expenses | $102,539 |
| Information technology | $8,937 |
| Royalties | $0 |
| Occupancy | $158,866 |
| Travel | $10,413 |
| Payments of travel or entertainment expenses for any federal, state, or local public officials | $0 |
| Conferences, conventions, and meetings | $4,509 |
| Interest | $79,140 |
| Payments to affiliates | $0 |
| Depreciation, depletion, and amortization | $72,471 |
| Insurance | $30,102 |
| All other expenses | $0 |
| Total functional expenses | $2,687,167 |
| Balance Sheet | |
|---|---|
| Cash—non-interest-bearing | $10,905 |
| Savings and temporary cash investments | $0 |
| Pledges and grants receivable | $0 |
| Accounts receivable, net | $605,256 |
| Loans from Officers, Directors, or Controlling Persons | $0 |
| Loans from Disqualified Persons | $0 |
| Notes and loans receivable | $0 |
| Inventories for sale or use | $0 |
| Prepaid expenses and deferred charges | $424,798 |
| Net Land, buildings, and equipment | $499,066 |
| Investments—publicly traded securities | $0 |
| Investments—other securities | $0 |
| Investments—program-related | $0 |
| Intangible assets | $9,753 |
| Other assets | $4,196,835 |
| Total assets | $5,746,613 |
| Accounts payable and accrued expenses | $271,309 |
| Grants payable | $0 |
| Deferred revenue | $0 |
| Tax-exempt bond liabilities | $0 |
| Escrow or custodial account liability | $2,865,196 |
| Loans and other payables to any current Officer, Director, or Controlling Person | $0 |
| Secured mortgages and notes payable | $2,032,498 |
| Unsecured mortgages and notes payable | $0 |
| Other liabilities | $0 |
| Total liabilities | $5,169,003 |
| Net assets without donor restrictions | $577,610 |
| Net assets with donor restrictions | $0 |
| Capital stock or trust principal, or current funds | $0 |
| Paid-in or capital surplus, or land, building, or equipment fund | $0 |
| Retained earnings, endowment, accumulated income, or other funds | $0 |
| Total liabilities and net assets/fund balances | $5,746,613 |