2024-11-20T02:30:50-05:00 2023-12-31 990 2023-01-01 391997457 FISCAL ASSISTANCE INC % Carol A Richards FISC 8552014230 4646 SOUTH BILTMORE LANE MADISON WI 537180000 Carol Richards EXECUTIVE DIRECTOR 2024-11-20 2023 2024-10-15 13:58:12Z Carol A Richards 4646 SOUTH BILTMORE LANE MADISON WI 537180000 3134428 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 5 5 28 0 0 0 310394 0 2726156 3132833 785 1595 0 0 3037335 3134428 0 0 0 0 1706586 1866695 0 0 0 980581 1017732 2687167 2884427 350168 250001 5746613 6897977 5169003 6070577 577610 827400 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 649729 0 590509 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 0 0 98520 FISCAL MANAGENENT ADMIN PROGRAM - RECEIVE FUNDS FROM COUNTY AND CITY GOVERNMENT TO PAY FOR QUALIFIED RECIPIENTS HOUSING AND UTILITIES 2206014 0 2443804 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 2855743 true false false false false false false false true false true false false true false true 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 141 0 true 28 true false false false false false false false 0 false false false X 5 5 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 DIRECTO 50.00 0 X 143823 0 28111 KEITH A YELINEK VICE PRESIDENT 1.00 0 X X 0 0 0 THRESA FISHLER PRESIDENT 1.00 0 X X 0 0 0 CONSTANCE M KILMARK DIRECTOR 1.00 0 X 0 0 0 SUSAN WATSON SECRETARY 1.00 0 X X 0 0 0 DAVID SCHADE TREASURER 1.00 0 X X 0 0 0 143823 0 28111 1 false true false 0 0 0 0 0 0 0 0 FISCAL AGENT 900099 2443804 2443804 0 0 REP PAYEE PROGRAM 900099 590509 590509 0 0 GRANT ADMINISTRATION 900099 98520 98520 0 0 0 0 0 0 0 0 0 0 0 0 0 0 3132833 1595 0 0 1595 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 3134428 3132833 0 1595 0 0 0 0 0 0 0 0 180256 162230 18026 0 0 0 0 0 1297441 1289339 8102 0 60131 60131 0 0 222210 221652 558 0 106657 104659 1998 0 0 0 0 0 11909 11909 0 0 7000 7000 0 0 0 0 0 0 0 0 0 0 0 0 36092 36092 0 0 8740 8740 0 0 108079 108079 0 0 15312 15312 0 0 0 0 0 0 168204 168204 0 0 3411 3411 0 0 0 0 0 0 190 190 0 0 203938 203938 0 0 0 0 0 0 82110 82110 0 0 31995 31995 0 0 PROGRAM EXPENSES 297638 297638 0 0 PRINTING AND REPRODUCTION 24876 24876 0 0 MISCELLANEOUS 15765 15765 0 0 DUES AND SUBSCRIPTIONS 2473 2473 0 0 0 0 0 0 2884427 2855743 28684 0 0 0 0 0 10905 311198 0 0 0 0 605256 730985 0 0 0 0 0 0 0 0 424798 348270 783037 327916 499066 455121 0 0 0 0 0 0 9753 22378 4196835 5030025 5746613 6897977 271309 93753 0 0 0 0 0 0 2865196 3166661 0 0 2032498 2810163 0 0 0 0 5169003 6070577 X 577610 827400 0 0 577610 827400 5746613 6897977 250001 0 0 0 -211 0 X false false false X 5 48270 19424 310394 0 378093 1898798 2112648 2215138 2726156 3133255 12085995 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1898803 2160918 2234562 3036550 3133255 12464088 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 12464088 503 1580 8393 785 1173 12434 0 0 0 0 0 0 503 1580 8393 785 1173 12434 0 0 0 0 0 0 0 0 0 0 0 0 1899306 2162498 2242955 3037335 3134428 12476522 0.999 0.9987 0.001 0.1300 X Part III - Line 12 | Year:, Amount:, Description:| 2019, , | 2020, | 2021, | 2022, | 2023, | true 2865195 11911827 11610361 3166661 true 20101 11814 8287 740558 316102 446834 455121 DEPOSITS HLED PREPAID AND RECEIVABLES FOR CONSUMER 5020613 SECURITY DEPOSIT 9412 5030025 X Part X, line 2 THE ORGANIZATION IS A NONPROFIT ORGANIZATION EXEMPT FROM FEDERAL INCOME TAXES UNDER SECTION 501 C 3 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 THE INCOME TAX ACCOUTING AND GENERALLY AVOIDS RISKS ASSOCIATED WITH POTENTIALLY PROBLEMATIC TAX POSTITIONS THAT MAY BE CHALLENGED UPON EXAMINATION. MANAGEMENT BELIEVES ANY LIABILITY RESULTING FROM TAXING AUTHORITIES IMPOSING ADDTIONAL INCOME TAXES FROM ACTIVITIES DEEMED TO BE UNRELATED TO THE ORGANIZATIONSS TAX-EXEMPT STATUS WOULD NOT HAVE A MATERIAL EFFECT ON THE ACCOMPANYING FINANCIAL STATEMENTS. Part IV, line 1a AMOUNT REPRESENTS LIABILITY FOR DEPOSITS HELD AND SERVICES PAYABLE FOR CONSUMERS AS A FISCAL INTERMEDIARY THE ORGANIZATION RECEIVES FUNDS ON BEHALF OF CONSUMERS FROM THE SOCIAL SECURITY ADMINISTRAION AND OTHER FUNDS ARE DISBURESED UPON REQUEST FROM THE BENEFICIARIES AND THOSE WHO ACT ON BEHALF OF THE BENEFICIARIES. X X false false false false false true false false false CAROL A RICHARDS EXECUTIVE DIRECTO 146745 0 5400 0 0 0 12172 0 15939 0 180256 0 0 0 Part I | PartandLinenumber:,Explanation:|Part I Line 6,THE EXECUTIVE DIRECTOR IS ABLE TO RECEIVE A BONUS BASED ON 5 FACTORS. REDUCTION OF EXPENSES, THUS RESULTING IN A POTENTIAL INCREASE IN RETAINED EARNINGS| Part I & Part II | PartandLinenumber:,Explanation:| Part I Line 6,THE EXECUTIVE DIRECTOR IS ABLE TO RECEIVE A BONUS OF UP TO 5% OF ANNUAL SALARY BASED ON FIVE FACTORS - REDUCTION OF OPERATING EXPENSES ADDITION OF NEW CONTRACTS RESULTS OF AN INDEPENDENT AUDIT AND RESULTS OF A CUSTOMER AND EMPLOYEE SATISFACTION SURVEY.| Part VI, Line 11a THE FORM 990 DRAFT IS REVIEWED BY MANAGEMENT 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