2025-10-03T12:47:22-04:00 2024-12-31 990 2024-01-01 391997457 FISCAL ASSISTANCE INC FISC 8552014230 4646 SOUTH BILTMORE LANE MADISON WI 537180000 Carol Richards Executive Director 8552014230 2025-10-04 2024 2025-03-06 01:10:19Z Carol A Richards 4646 SOUTH BILTMORE LANE MADISON WI 537180000 2560866 false X WWW.FISCALASSISTANCE.ORG X 2000 WI TO INTEGRATE FISCAL TOOLS WITH COMMUNITY LIVING RESOURCES TO EMPOWER PEOPLE OF ALL AGES ACRORSS ALL DISABILITIES 4 4 24 0 0 0 0 0 3132833 2558906 1595 1960 0 0 3134428 2560866 0 0 0 0 1866695 1580048 0 0 0 1017732 991317 2884427 2571365 250001 -10499 6897977 6255323 6070577 5438914 827400 816409 TO INTEGRATE FISCAL TOOLS WITH COMMUNITY LIVING RESOURCES TO EMPOWER PEOPLE OF ALL AGES ACROSS ALL TYPES OF DISABILITIES TO REACH THEIR POTENTIAL false false 589251 0 592026 REPRESENTATIVE PAYEE PROGRAMS - RECEIVE FUNDS FROM THE SOCIAL SECURITY ADMINISTRATION AND DISBURSE THESE FUNDS BASED UPON THE BENEFICIARIES GUARDIAN REQUESTS OR SEND FUNDS DIRECTLY TO LTC AGENCY AS THE BENEFICIARIES REQUIRED CONTRIBUTION TO THE COST OF THEIR CARE 29539 0 29545 FISCAL MANAGEMENT ADMIN PROGRAM - RECEIVE FUNDS FROM COUNTY AND CITY GOVERNMENT TO PAY FOR QUALIFIED RECIPIENTS HOUSING AND UTILITIES 1927672 0 1936844 EMPLOYER AGENT PROGRAM - PROCESS PAYROLL FOR HOUSEHOLD CAREGIVERS WHO ARE HIRED BY MEDICAID BENEFICIARIES AND SUBMIT HEALTH CARE CLAIMS FOR REIMBURSEMENT FROM LTC AGENCIES AND WISCONSIN COUNTIES 0 0 0 2546462 true true false false false false false false true false true false false true false false false false false false false false false false false false false false false true false false false false false false false false false false false false false false false false false true 75 0 true 24 true false false false false false false false 0 false false false 4 4 false false false false false false false true true false false false true true true true true true true false X CAROL A RICHARDS 8552014230 4646 SOUTH BILTMORE LANE MADISON WI 537180000 CAROL A RICHARDS EXECUTIVE DIRECTOR 50.00 0.00 X 145412 0 30879 KEITH A YELINEK VICE PRESIDENT 1.00 0.00 X X 0 0 1000 THERESA FISHLER PRESIDENT 1.00 0.00 X X 0 0 1000 CONSTANCE M KILMARK DIRECTOR 1.00 0.00 X 0 0 1000 SUSAN WATSON SECRETARY 1.00 0.00 X X 0 0 1000 145412 0 34879 0 false true false 0 0 0 0 0 0 0 0 FISCAL AGENT 900099 1936844 0 0 0 REP PAYEE PROGRAM 900099 592517 0 0 0 GRANT ADMINISTRATION 900099 29545 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 2558906 1960 0 0 1960 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 2560866 0 0 1960 0 0 0 0 0 0 0 0 161918 145726 16192 0 0 0 0 0 1011243 1004872 6371 0 60683 60683 0 0 257273 256604 669 0 88931 87260 1671 0 24140 24140 0 0 4298 4298 0 0 201 201 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 5453 5453 0 0 63558 63558 0 0 52737 52737 0 0 0 0 0 0 169161 169161 0 0 4948 4948 0 0 0 0 0 0 2196 2196 0 0 277481 277481 0 0 0 0 0 0 77868 77868 0 0 38707 38707 0 0 program expenses 257954 257954 0 0 miscellaneous 11296 11296 0 0 dues and subscriptions 1319 1319 0 0 0 0 0 0 0 0 0 0 2571365 2546462 24903 0 0 0 0 0 311198 330589 0 0 0 0 730985 725558 0 0 0 0 0 0 0 0 348270 84594 736618 320736 455121 415882 0 0 0 0 0 0 22378 22378 5030025 4676322 6897977 6255323 93753 91171 0 0 0 0 0 0 3166661 1720842 0 0 2810163 3626901 0 0 0 0 6070577 5438914 X 827400 816409 0 0 827400 816409 6897977 6255323 -10499 0 0 0 -492 0 X false false false X 48270 19424 310394 0 0 378088 2112648 2215138 2726156 3133255 3133255 13320452 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 2160918 2234562 3036550 3133255 3133255 13698540 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 13698540 1580 8393 785 1173 1229 13160 0 0 0 0 0 0 1580 8393 785 1173 1229 13160 0 0 0 0 0 0 0 0 0 0 0 0 2162498 2242955 3037335 3134428 3134484 13711700 0.999 0.9990 0.001 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED true 3166661 15712187 15934696 2944152 true 20101 14439 5662 716517 306297 410220 415882 DEPOSITS HELD PREPAID AND RECEIVABLES FOR CONSUMERS 4666910 SECURITY DEPOSIT 9412 4676322 Part IV, line 1a Part IV line 1a : AMOUNT REPRESENTS LIABILITY FOR DEPOSITS HELD AND SERVICES PAYABLE FOR CONSUMERS AS A FISCAL INTERMEDIARY THE ORGANIZATION RECEIVED FUNDS ON BEHALF OF CONSUMERS FROM THE SOCIAL SECURITY ADMINISTRATION AND OTHER FUNDS ARE DISBURSED UPON REQUEST FROM THE BENEFICIARIES AND THOSE WHO ACT ON BEHALF OF THE BENEFICIARIES. Part I to XII | PartandLinenumber:,Explanation:| Part X Line 2,THE ORGANIZATION IS A NONPROFIT ORGANIZATION EXEMPT FORM FEDERAL INCOME TAXES UNDER SECTION 501C3 OF THE INTERNAL REVENUE CODE AND WISCONSIN INCOME AND FRANCHISE TAXES. THE ORGANIZATION FOLLOWS THE ACCOUNTING GUIDANCE FOR RECOGNIZING AND MEASURING UNCERTAIN TAX POSITIONS. THE ORGANIZATION FOLLOWS THE STATUTORY REQUIREMENTS FOR THEIR INCOME TAX ACCOUNTING AND GENERALLY AVOIDS RISKS ASSOCIATED WITH POTENTIALLY PROBLEMATIC TAX POSITIONS THAT MAY BE CHALLENGED UPON EXAMINATION. MANAGEMENT BELIEVES ANY LIABILITY RESULTING FROM TAXING AUTHORITIES IMPOSING ADDITIONAL INCOME TAXES FROM ACTIVITIES DEEMED TO BE UNRELATED TO THE ORGANIZATIONS TAX-EXEMPT STATUS WOULD NOT HAVE A MATERIA L EFFECT ON THE ACCOMPANYING FINANCIAL STATEMENTS. THE ORGANIZATIONS FEDERAL EXEMPT TAX RETURNS ARE SUBJECT TO EXAMINATION BY THE IRS GENERALLY FOR THREE YEARS AFTER THEY ARE FILED. WITH FEW EXCEPTIONS THE ORGANIZATION IS NOT LONGER SUBJECT TO SUCH EXAMINATIONS FOR YEARS BEFORE 2021.| true X X X X false false false true false false false false false CAROL A RICHARDS EXECUTIVE DIRECTOR 151440 0 4402 0 0 0 12467 0 18412 0 186721 0 0 0 Part I | PartandLinenumber:,Explanation:|Part I Line 5,The Executive Director is able to earn up to a 5% bonus based on increased contracts, reduced operating expenses, clean audits and customer satisfaction surveys.| Part VI, Line 11b No review was or will be conducted. Part VI, Line 12c THE CONFLICT OF INTEREST POLICY IS TO BE SIGND ANNUALLY BY EACH BOARD MEMBER AT THE FIRST MEETING OF THE YEAR Part VI, Line 15 AS PART OF THE COMPENSATION REVIEW PROCESS THE BOARD OF DIRECTORS REVIEWS SALARIES OF OTHER COMPARABLE HUMAN SERVICE AGENCIES WHO WORK WITH DANE COUNTY HUMAN SERIVCES BUDGES AND PERSONNEL SCHEDULES FOR ALL COMPARABLE AGENCIES ARE REQUESTED FROM DANE COUNTY THROUGH THE OPEN RECORDS LAW. THIS INFORMATION IS REVIEWED BY THE FINANCE COMMITTE AND THE FULL BOARD OF DIRECTORS AND ANY ACTION AND DOCUMENTAION IS RECORDED IN THE MINUTES OF THE BOARD OF DIRECTORS Part VI, Line 19 GOVERNING DOCUMENTS CONFLICT OF INTEREST POLICY AND FINANCIAL STATEMENTS ARE AVAILABLE TO THE PUBLIC UPON REQUEST