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Nonprofit · EIN 39-1997457

FISCAL ASSISTANCE INC

Also known as CAROL A RICHARDS

Tax-exempt · MADISON, WI 53718

Financials

$3.1M$2.9M2023$2.6M$2.6M2024$2.9M$2.6M2025
Revenue Expenses · by fiscal year end
Financials of FISCAL ASSISTANCE INC by year, from its e-filed returns
Year endedFormRevenueExpensesNet incomeTotal assetsLiabilitiesNet assets
December 31, 2025990$2,860,385$2,575,231$285,154$5,636,087$4,532,866$1,103,221
December 31, 2024990$2,560,866$2,571,365-$10,499$6,255,323$5,438,914$816,409
December 31, 2023990$3,134,428$2,884,427$250,001$6,897,977$6,070,577$827,400
Financial details: 990 for the year ended December 31, 2025

Revenue

Contributions, gifts and grants
$0
Program service revenue
$2,859,912
Investment income
$473
Other revenue
$0

Expenses

Grants and similar amounts paid
$0
Compensation of officers, directors and key employees
$156,547
Other salaries and wages
$1,035,558
Salaries, compensation and benefits (total)
$1,560,627
Professional fundraising fees
$0
Legal fees
$308
Accounting fees
$202
Occupancy
$174,621
Travel
$178
Depreciation
$88,899
Program services (functional)
$1,545,470
Management and general (functional)
$300,339

Balance sheet and other

Total assets, start of year
$6,255,323
Total assets, end of year
$5,636,087
Total liabilities, end of year
$4,532,866
Net assets, end of year
$1,103,221
Land, buildings and equipment
$103,521
Net assets without donor restrictions
$1,103,221
Gross receipts
$2,860,385
Employees
24
Volunteers
0
Year formed
2000
State of legal domicile
WI

From the e-filed returns the IRS publishes as XML (latest three processing years; amended returns replace the original). PDF copies at the IRS.

Officers, directors and key employees

As listed on the 990 for the year ended December 31, 2025, highest compensation first.

NameTitleHours / weekCompensationOther / benefits
CAROL A RICHARDSEXECUTIVE DIRECTOR
Officer, Key employee, Highest-paid employee
50$150,462$30,764
Peyton M MillerRepresentative Payee Director
Key employee
50$70,588$37,210
KEITH A YELINEKVICE PRESIDENT
Trustee or director, Officer
1$0$0
THERESA FISHLERPRESIDENT
Trustee or director, Officer
1$0$0
CONSTANCE M KILMARKDIRECTOR
Trustee or director
1$0$0
SUSAN WATSONSECRETARY
Trustee or director, Officer
1$0$0
990 for the year ended December 31, 2024: 5 people
NameTitleHours / weekCompensationOther / benefits
CAROL A RICHARDSEXECUTIVE DIRECTOR
Officer
50$145,412$30,879
KEITH A YELINEKVICE PRESIDENT
Trustee or director, Officer
1$0$1,000
THERESA FISHLERPRESIDENT
Trustee or director, Officer
1$0$1,000
CONSTANCE M KILMARKDIRECTOR
Trustee or director
1$0$1,000
SUSAN WATSONSECRETARY
Trustee or director, Officer
1$0$1,000
990 for the year ended December 31, 2023: 6 people
NameTitleHours / weekCompensationOther / benefits
CAROL A RICHARDSEXECUTIVE DIRECTO
Officer
50$143,823$28,111
KEITH A YELINEKVICE PRESIDENT
Trustee or director, Officer
1$0$0
THRESA FISHLERPRESIDENT
Trustee or director, Officer
1$0$0
CONSTANCE M KILMARKDIRECTOR
Trustee or director
1$0$0
SUSAN WATSONSECRETARY
Trustee or director, Officer
1$0$0
DAVID SCHADETREASURER
Trustee or director, Officer
1$0$0

Address and contacts

Address (IRS master file)
4646 S BILTMORE LN, MADISON, WI 53718-2104
In care of
% CAROL A RICHARDS
Principal officer (990 for 2025)
Carol A Richards, 4646 SOUTH BILTMORE LANE, MADISON, WI 537180000
Signed the 990
Carol Richards, Executive Director
Phone
(855) 201-4230

Mission

TO INTEGRATE FISCAL TOOLS WITH COMMUNITY LIVING RESOURCES TO EMPOWER PEOPLE OF ALL AGES ACROSS ALL TYPES OF DISABILITIES TO REACH THEIR POTENTIAL

990 for the year ended December 31, 2025

Program accomplishments

  • 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
    Expenses $418,822 · revenue $612,558
  • 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
    Expenses $1,126,648 · revenue $2,197,827

What it must file and when

IRS records say it files Form 990 or 990-EZ. Based on its last return; a smaller organization may file the 990-N. Its accounting year ends in December, so each return is due on the 15th day of the 5th month after that.

Tax yearYear endedDueIRS public records
2025December 31, 2025May 15, 2026990 on file
2024December 31, 2024May 15, 2025990 on file
2023December 31, 2023May 15, 2024990 on file

IRS record

EIN
39-1997457
Tax-exempt status
501(c)(3): Charitable, religious, educational or scientific organization
Foundation status
Publicly supported organization (170(b)(1)(A)(vi))
Donations deductible (Pub 78)
Public charity, 50% deduction limit
Exempt since
2000
Accounting year ends
December
Files
Form 990 or 990-EZ
Category (NTEE)
Human services (P82)
Assets (IRS master file)
$5,636,087
Income (IRS master file)
$2,860,385

Filing history

FormYear endedRevenueExpensesAssetsReturn
990December 2025$2,860,385$2,575,231$5,636,087XML
990December 2024$2,560,866$2,571,365$6,255,323XML
990December 2023$3,134,428$2,884,427$6,897,977XML
990December 2022$3,037,335$2,687,167$5,746,613IRS
990December 2021–––IRS
990December 2020–––IRS
990December 2018–––IRS

990-N: the IRS bulk file holds only the latest e-Postcard per organization; earlier years come from archived copies of that file since 2020 and can have gaps (the IRS e-Postcard search lists every one). 990, 990-EZ, 990-PF, 990-T: every e-filed return in the IRS e-file index since 2019; XML for the latest three processing years, amounts from the IRS Statistics of Income extracts before that. PDF copies and determination letters at the IRS (search EIN 39-1997457).

Questions about FISCAL ASSISTANCE INC

What is the EIN of FISCAL ASSISTANCE INC?
The employer identification number (EIN) of FISCAL ASSISTANCE INC is 39-1997457.
Is FISCAL ASSISTANCE INC tax-exempt?
Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 2000.
Are donations to FISCAL ASSISTANCE INC tax-deductible?
Yes. It is listed in IRS Publication 78 (Public charity, 50% deduction limit).
Which annual return does FISCAL ASSISTANCE INC file?
Form 990 or 990-EZ. Based on its last return; a smaller organization may file the 990-N.
When is the next return of FISCAL ASSISTANCE INC due?
The return for tax year 2026 (the year ending December 31, 2026) is due May 17, 2027. Form 8868 extends it by six months; the 990-N cannot be extended.
When did FISCAL ASSISTANCE INC last file with the IRS?
The latest return in the IRS public files is the 990 for the year ended December 2025.
Who is the principal officer of FISCAL ASSISTANCE INC?
The 990 for the year ended December 31, 2025 names Carol A Richards.
Who are the officers and directors of FISCAL ASSISTANCE INC?
The 990 for the year ended December 31, 2025 lists 6 people; 2 received compensation from the organization, the highest $150,462 (CAROL A RICHARDS, EXECUTIVE DIRECTOR).
How much revenue does FISCAL ASSISTANCE INC have?
On its 990 for the year ended December 31, 2025 it reported revenue of $2,860,385, expenses of $2,575,231 and total assets of $5,636,087 at year end.

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