Civic Intelligence

Fiscal Assistance Inc.

990 • Fiscal year 2013 • EIN 39-1997457

Jan 01, 2013 to Dec 31, 2013 • Filed on Oct 01, 2014

Organization ProfileWWW.FISCALASSISTANCE.ORG
124 W Holum StreetMadison, WI 53532-1108

(608) 846-7058

Siviq Scores

Precomputed percentiles for this filing year versus similar nonprofits in the same peer cohort.

Liabilities / Assets

91st percentile

0.99x

Higher debt load relative to assets than 91% of similar nonprofits.

2013 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2013

Liabilities / Revenue

91st percentile

2.64x

Higher debt load relative to revenue than 91% of similar nonprofits.

2013 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2013

Net Margin

42nd percentile

0.3%

Higher net margin than 42% of similar nonprofits.

2013 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2013

Top Officer Pay

65th percentile

$81,362

Higher top officer pay than 65% of similar nonprofits.

Top officer pay equals 7.9% of source-year revenue.

2013 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2013

Asset Growth

22nd percentile

-4.3%

Faster asset growth than 22% of similar nonprofits.

2013 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2012 to 2013

Revenue Growth

52nd percentile

4.2%

Faster revenue growth than 52% of similar nonprofits.

2013 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2011 to 2013

Balance Sheet
Liabilities / Assets91st percentile

Assets

Down

$2,768,331

Down $124,629 (-4.3%) from 2012

Net Assets

Up

$37,339

Up $3,027 (+8.8%) from 2012

Liabilities

Down

$2,730,992

Down $127,656 (-4.5%) from 2012

Revenue And Expenses
Liabilities / Revenue91st percentileNet Margin42nd percentile

Revenue

$1,032,539

No earlier filing loaded for comparison.

Expenses

Down

$1,029,512

Down $66,447 (-6.1%) from 2012

Net Income

$3,027

No earlier filing loaded for comparison.

Historical Trend

Balance Sheet Trend

Asset Growth22nd percentile

The highlighted filing sits inside the broader history for assets, liabilities, and net assets.

$8.0M$6.0M$4.0M$2.0M$0-$2.0MAssets 2010: $2,296,962Liabilities 2010: $2,328,513Net Assets 2010: -$31,5512010Assets 2011: $2,315,213Liabilities 2011: $2,352,695Net Assets 2011: -$37,4822011Assets 2012: $2,892,960Liabilities 2012: $2,858,648Net Assets 2012: $34,3122012Assets 2013: $2,768,331Liabilities 2013: $2,730,992Net Assets 2013: $37,3392013Assets 2014: $3,067,631Liabilities 2014: $2,987,355Net Assets 2014: $80,2762014Assets 2015: $3,777,359Liabilities 2015: $3,625,298Net Assets 2015: $152,0612015Assets 2016: $3,110,301Liabilities 2016: $2,952,232Net Assets 2016: $158,0692016Assets 2017: $2,948,477Liabilities 2017: $2,791,951Net Assets 2017: $156,5262017Assets 2018: $4,049,648Liabilities 2018: $3,790,023Net Assets 2018: $259,6252018Assets 2019: $4,317,192Liabilities 2019: $3,978,049Net Assets 2019: $339,1432019Assets 2020: $6,050,913Liabilities 2020: $5,452,214Net Assets 2020: $598,6992020Assets 2021: $6,554,559Liabilities 2021: $5,939,657Net Assets 2021: $614,9022021Assets 2022: $5,746,613Liabilities 2022: $5,169,003Net Assets 2022: $577,6102022Assets 2023: $6,897,977Liabilities 2023: $6,070,577Net Assets 2023: $827,4002023Assets 2024: $6,255,323Liabilities 2024: $5,438,914Net Assets 2024: $816,4092024

Highlighted filing

2013

Assets$2,768,331
Liabilities$2,730,992
Net Assets$37,339
Open 2013 Filing

Operations Trend

Revenue Growth52nd percentile

Revenue, expenses, and net income across loaded years, with this filing highlighted.

$4.0M$3.0M$2.0M$1.0M$0-$1.0MExpenses 2010: $826,7552010Revenue 2011: $951,838Expenses 2011: $957,769Net Income 2011: -$5,9312011Expenses 2012: $1,095,9592012Revenue 2013: $1,032,539Expenses 2013: $1,029,512Net Income 2013: $3,0272013Revenue 2014: $1,135,455Expenses 2014: $1,092,518Net Income 2014: $42,9372014Revenue 2015: $1,271,100Expenses 2015: $1,199,315Net Income 2015: $71,7852015Revenue 2016: $1,250,767Expenses 2016: $1,244,759Net Income 2016: $6,0082016Revenue 2017: $1,361,235Expenses 2017: $1,362,778Net Income 2017: -$1,5432017Revenue 2018: $1,672,988Expenses 2018: $1,569,889Net Income 2018: $103,0992018Revenue 2019: $1,899,486Expenses 2019: $1,819,968Net Income 2019: $79,5182019Revenue 2020: $2,390,498Expenses 2020: $2,123,613Net Income 2020: $266,8852020Revenue 2021: $2,242,955Expenses 2021: $2,236,287Net Income 2021: $6,6682021Revenue 2022: $3,037,335Expenses 2022: $2,687,167Net Income 2022: $350,1682022Revenue 2023: $3,134,428Expenses 2023: $2,884,427Net Income 2023: $250,0012023Revenue 2024: $2,560,866Expenses 2024: $2,571,365Net Income 2024: -$10,4992024

Highlighted filing

2013

Revenue$1,032,539
Expenses$1,029,512
Net Income$3,027
Open 2013 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2013 to Dec 31, 2013
Signed
Oct 1, 2014
Return Version
2013v3.0
Gross Receipts
$1,032,539
Mission and Program Overview

Mission

To integrate fiscal tools with community living resources to empower people of all ages across all types of disabilities to reach their potential.

Balance Sheet Detail
LineBeginningEndChange
Assets
Land, Buildings, and Equipment, Net$30,003$57,583▲ $27,580
Prepaid Expenses and Deferred Charges$24,271$30,514▲ $6,243
Accounts Receivable$31,234$21,648▼ $9,586
Cash and Non-Interest-Bearing Accounts$266$4,297▲ $4,031
Total Assets$2,892,960$2,768,331▼ $124,629
Other Assets Total$2,807,186$2,654,289▼ $152,897
Liabilities
Escrow Account Liability$2,722,877$2,533,385▼ $189,492
Accounts Payable and Accrued Expenses$47,166$87,999▲ $40,833
Mortgage Notes Payable Secured by Investment Property$53,586$80,718▲ $27,132
Other Liabilities$35,019$28,890▼ $6,129
Total Liabilities$2,858,648$2,730,992▼ $127,656
Net Assets / Fund Balance
Unrestricted Net Assets$34,312$37,339▲ $3,027
Total Net Assets Fund Balance$34,312$37,339▲ $3,027
Total Liabilities and Net Assets / Fund Balance$2,892,960$2,768,331▼ $124,629

Asset Categories

AssetBook ValueDepreciationBasis
Equipment$52,599$39,618$92,217
Leasehold Improvements$4,984$747$5,731
Other Assets Org$120,904--
Compensation and Service Providers
Top Officer Pay65th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
Carol a RichardsExecutive DirectorFT$73,989$7,373$81,362

Board Members and Trustees

NameTitle
Jean G KliczakPresident
Mark HermanVice President
Dan RossiterBoard Member
Shauna SendelbachBoard Member
Constance M KilmarkSecretary
Revenue and Support

Revenue Composition

Contributions and Grants
$0
Program Service Revenue
$1,031,324
Investment Income
$922
Other Revenue
$293
Change in Net Assets
$3,027

Audited Revenue Reconciliation

Revenue per Audited Statements
$1,032,539
Revenue Not Reported on Financial Statements
$0
Revenue Not Reported on Form 990
$0
Total Revenue per Audited Statements
$1,032,539
Total Revenue per Form 990
$1,032,539
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Salaries, Compensation, and Employee Benefits$780,509
Other Expenses$249,003
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Salaries and Wages$522,365--$522,365
Other Employee Benefits$99,784$141-$99,925
Current Officers, Directors, Trustees, and Key Employees$69,158$12,204-$81,362
Office Expenses$61,884--$61,884
Occupancy$58,968--$58,968
Payroll Taxes$45,847$849-$46,696
Information Technology$35,029--$35,029
Pension Plan Contributions$29,669$492-$30,161
Depreciation Depletion$14,826--$14,826
Fees for Services Accounting-$12,900-$12,900
Insurance$11,041--$11,041
Interest$6,603--$6,603
Other Expenses$5,721--$5,721
Conferences and Meetings$5,304--$5,304
All Other Expenses$4,253--$4,253
Fees for Services Legal-$2,869-$2,869
Travel$1,895--$1,895
Advertising$777--$777
Total Functional Expenses$1,000,057$29,455$0$1,029,512

Audited Expense Reconciliation

Line ItemAmount
Expenses per Audited Statements$1,029,512
Total Expenses per Audited Statements$1,029,512
Total Expenses per Form 990$1,029,512
Expenses Not Reported on Financial Statements$0
Expenses Not Reported on Form 990$0
Fundraising, Events, and Gaming
Fundraising activities
No
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Professional Fundraising Fees$0
Political and Lobbying Activity
Political campaign activity
No
Lobbying activity
No
Subject to proxy tax
No
Debt and Bond Financing

Other Reported Liabilities

LiabilityAmount
Capital Lease Obligation$28,890
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
Yes
Audit committee
No
Backup withholding compliance
Yes
Business relationship with family members
No
Business relationship with organization members
No
Material changes to governing documents
No
Compensation from other sources disclosed
No
CEO compensation reviewed
Yes
Other officer compensation reviewed
Yes
Conflict-of-interest policy
Yes
Audited financial statements prepared
No
Key decisions subject to board approval
No
Management duties delegated
No

Governance Explanations

Form 990, Part VI, Section A, Line 8B

“Not applicable - there are no committees with authority to act on behalf of the governing body.”

Form 990, Part VI, Section B, Line 11

“The form 990 draft is reviewed by management.”

Form 990, Part VI, Section B, Line 12C

“The conflict of interest policy is to be signed annually by each board member at the first meeting of the year.”

Form 990, Part VI, Section B, 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 services. Budgets and personnel schedules for all comparable agencies are requested from dane county through the open records law. This information is reviewed by the full board of directors and any action and documentation is recorded in the minutes of the board of directors.”

Form 990, Part VI, Section C, Line 19

“AVAILABLE UPON REQUEST.”

Filing and Contact Details

Filer

EIN
39-1997457
Phone
6088467058

Signing Officer

Name
Carol a Richards
Title
Executive Director
Phone
6088467058
Signed
2014-10-01
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Carol a Richards
Formed
2000
Legal Domicile
Wi
Voting Board Members
5
Independent Board Members
5
Employees
14
Volunteers
0

Preparer

Preparer
Randall W Hackbarth
Phone
6088367500
Supplemental Narrative

Additional Explanations

Form 990, Part III, Line 2

“Fiscal assistance began providing accounting services for a not-for-profit organization with a mission similar to their own.”

Financial Statement Notes

PART IV, LINE 2B:

“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 county, ssa, and others. Funds are disbursed based upon request from the consumers, those who act on behalf of the consumers, or the county.”

PART X, LINE 2:

“The organization is exempt from federal income tax under section 501(c)(3) of the internal revenue code. It is also exempt from wisconsin income tax. The organization is subject to income tax regulations in the united states federal jurisdiction and the state of wisconsin. Tax regulations within each jurisdiction are subject to the interpretation of the related tax laws and regulations and require significant judgment to apply. The organization is no longer subject to united states federal examinations for years before 2010. For state examinations, the organization is no longer subject to examinations in the state of wisconsin for years before 2009.”

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IRS990/ProgramServiceRevenueGrp/Desc3OTHER PROGRAM SERVICES
IRS990/ProgramServiceRevenueGrp/Desc4MISCELLANEOUS PROGRAM
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt0665088
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt1195286
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt2165575
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt34500
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt4875
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt0665088
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt1195286
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt2165575
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt34500
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt4875
IRS990/ProgSrvcAccomActy2Grp/Desc0FISCAL MANAGEMENT ADMIN. PROGRAM - RECEIVE FUNDS FROM THE COUNTY THAT BELONG TO SPECIFIC CONSUMERS AND DISBURSE THESE FUNDS ON BEHALF OF THESE CONSUMERS BASED UPON REQUESTS FROM THE CONSUMERS' BROKERS.
IRS990/ProgSrvcAccomActy2Grp/ExpenseAmt0104172
IRS990/ProgSrvcAccomActy2Grp/RevenueAmt096672
IRS990/ProgSrvcAccomActy3Grp/Desc0EMPLOYER AGENT PROGRAM - RECEIVE FUNDS FROM THE COUNTY OR A CONSUMER THAT BELONGS TO A SPECIFIC CONSUMER AND DISBURSE THESE FUNDS BY PROCESSING PAYROLL CHECKS FOR INDIVIDUALS WHO ARE WORKING FOR THAT CONSUMER.
IRS990/ProgSrvcAccomActy3Grp/ExpenseAmt0419357
IRS990/ProgSrvcAccomActy3Grp/RevenueAmt0446271
IRS990/ProgSrvcAccomActyOtherGrp/Desc0ACCOUNTING SERVICES FOR A NOT-FOR-PROFIT ORGANIZATION WITH A MISSION SIMILAR TO THAT OF FISCAL ASSISTANCE.
IRS990/ProgSrvcAccomActyOtherGrp/ExpenseAmt00
IRS990/ProgSrvcAccomActyOtherGrp/RevenueAmt04496
IRS990/ProhibitedTaxShelterTransInd00
IRS990/PYBenefitsPaidToMembersAmt00
IRS990/PYContributionsGrantsAmt00
IRS990/PYExcessBenefitTransInd00
IRS990/PYGrantsAndSimilarPaidAmt00
IRS990/PYInvestmentIncomeAmt04644
IRS990/PYOtherExpensesAmt0362382
IRS990/PYOtherRevenueAmt0295
IRS990/PYProgramServiceRevenueAmt01162814
IRS990/PYRevenuesLessExpensesAmt071794
IRS990/PYSalariesCompEmpBnftPaidAmt0733577
IRS990/PYTotalExpensesAmt01095959
IRS990/PYTotalProfFndrsngExpnsAmt00
IRS990/PYTotalRevenueAmt01167753
IRS990/QuidProQuoContributionsInd00
IRS990/RcvFndsToPayPrsnlBnftCntrctInd00
IRS990/ReconcilationRevenueExpnssAmt03027
IRS990/RegularMonitoringEnfrcInd01
IRS990/RelatedEntityInd00
IRS990/RelatedOrganizationCtrlEntInd00
IRS990/ReportInvestmentsOtherSecInd00
IRS990/ReportLandBuildingEquipmentInd01
IRS990/ReportOtherAssetsInd01
IRS990/ReportOtherLiabilitiesInd01
IRS990/ReportProgramRelatedInvstInd00
IRS990/RevenueAmt0484178
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearAmt0665088
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus1YearAmt0758814
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus2YearsAmt0627084
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus3YearsAmt0484016
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus4YearsAmt0603880
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/TotalAmt03138882
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearAmt0922
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus1YearAmt04644
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus2YearsAmt01148
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus3YearsAmt01827
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus4YearsAmt051
IRS990ScheduleA/GrossInvestmentIncome170Grp/TotalAmt08592
IRS990ScheduleA/GrossReceiptsRltdActivitiesAmt01666102
IRS990ScheduleA/PublicOrganization170Ind0X
IRS990ScheduleA/PublicSupportCY170Pct00.99730
IRS990ScheduleA/PublicSupportPY170Pct00.99740
IRS990ScheduleA/PublicSupportTotal170Amt03138882
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY170Ind0X
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearAmt0665088
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus1YearAmt0758814
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus2YearsAmt0627084
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus3YearsAmt0484016
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus4YearsAmt0603880
IRS990ScheduleA/TotalCalendarYear170Grp/TotalAmt03138882
IRS990ScheduleA/TotalSupportAmt03147474
IRS990/ScheduleBRequiredInd00
IRS990ScheduleD/AgentTrusteeEtcInd00
IRS990ScheduleD/EquipmentGrp/BookValueAmt052599
IRS990ScheduleD/EquipmentGrp/DepreciationAmt039618
IRS990ScheduleD/EquipmentGrp/OtherCostOrOtherBasisAmt092217
IRS990ScheduleD/ExpensesNotReportedAmt00
IRS990ScheduleD/ExpensesNotRptFinclStmtAmt00
IRS990ScheduleD/ExpensesSubtotalAmt01029512
IRS990ScheduleD/ExplanationProvidedInd0X
IRS990ScheduleD/FootnoteTextInd0X
IRS990ScheduleD/InclEscrowCustodialAcctLiabInd01
IRS990ScheduleD/LeaseholdImprovementsGrp/BookValueAmt04984
IRS990ScheduleD/LeaseholdImprovementsGrp/DepreciationAmt0747
IRS990ScheduleD/LeaseholdImprovementsGrp/OtherCostOrOtherBasisAmt05731
IRS990ScheduleD/OtherAssetsOrgGrp/BookValueAmt02533385
IRS990ScheduleD/OtherAssetsOrgGrp/BookValueAmt1120904
IRS990ScheduleD/OtherAssetsOrgGrp/Desc0DEPOSITS HELD, PREPAIDS, & RECEIVABLES FOR CONSUMERS
IRS990ScheduleD/OtherAssetsOrgGrp/Desc1DEPOSITS
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt028890
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc0CAPITAL LEASE OBLIGATION
IRS990ScheduleD/RevenueNotReportedAmt00
IRS990ScheduleD/RevenueNotReportedFinclStmtAmt00
IRS990ScheduleD/RevenueSubtotalAmt01032539
IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt0AMOUNT REPRESENTS LIABILITY FOR DEPOSITS HELD AND SERVICES PAYABLE FOR CONSUMERS. AS A FISCAL INTERMEDIARY, THE ORGANIZATION RECEIVES FUNDS ON BEHALF OF CONSUMERS FROM THE COUNTY, SSA, AND OTHERS. FUNDS ARE DISBURSED BASED UPON REQUEST FROM THE CONSUMERS, THOSE WHO ACT ON BEHALF OF THE CONSUMERS, OR THE COUNTY.
IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt1THE ORGANIZATION IS EXEMPT FROM FEDERAL INCOME TAX UNDER SECTION 501(C)(3) OF THE INTERNAL REVENUE CODE. IT IS ALSO EXEMPT FROM WISCONSIN INCOME TAX. THE ORGANIZATION IS SUBJECT TO INCOME TAX REGULATIONS IN THE UNITED STATES FEDERAL JURISDICTION AND THE STATE OF WISCONSIN. TAX REGULATIONS WITHIN EACH JURISDICTION ARE SUBJECT TO THE INTERPRETATION OF THE RELATED TAX LAWS AND REGULATIONS AND REQUIRE SIGNIFICANT JUDGMENT TO APPLY. THE ORGANIZATION IS NO LONGER SUBJECT TO UNITED STATES FEDERAL EXAMINATIONS FOR YEARS BEFORE 2010. FOR STATE EXAMINATIONS, THE ORGANIZATION IS NO LONGER SUBJECT TO EXAMINATIONS IN THE STATE OF WISCONSIN FOR YEARS BEFORE 2009.
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc0PART IV, LINE 2B:
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc1PART X, LINE 2:
IRS990ScheduleD/TotalBookValueLandBuildingsAmt057583
IRS990ScheduleD/TotalBookValueOtherAssetsAmt02654289
IRS990ScheduleD/TotalExpensesPerForm990Amt01029512
IRS990ScheduleD/TotalLiabilityAmt028890
IRS990ScheduleD/TotalRevenuePerForm990Amt01032539
IRS990ScheduleD/TotalRevEtcAuditedFinclStmtAmt01032539
IRS990ScheduleD/TotExpnsEtcAuditedFinclStmtAmt01029512
IRS990/ScheduleJRequiredInd00
IRS990/ScheduleORequiredInd01
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0FISCAL ASSISTANCE BEGAN PROVIDING ACCOUNTING SERVICES FOR A NOT-FOR-PROFIT ORGANIZATION WITH A MISSION SIMILAR TO THEIR OWN.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1NOT APPLICABLE - THERE ARE NO COMMITTEES WITH AUTHORITY TO ACT ON BEHALF OF THE GOVERNING BODY.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2THE FORM 990 DRAFT IS REVIEWED BY MANAGEMENT.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3THE CONFLICT OF INTEREST POLICY IS TO BE SIGNED ANNUALLY BY EACH BOARD MEMBER AT THE FIRST MEETING OF THE YEAR.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4AS PART OF THE COMPENSATION REVIEW PROCESS, THE BOARD OF DIRECTORS REVIEWS SALARIES OF OTHER COMPARABLE HUMAN SERVICE AGENCIES WHO WORK WITH DANE COUNTY HUMAN SERVICES. BUDGETS AND PERSONNEL SCHEDULES FOR ALL COMPARABLE AGENCIES ARE REQUESTED FROM DANE COUNTY THROUGH THE OPEN RECORDS LAW. THIS INFORMATION IS REVIEWED BY THE FULL BOARD OF DIRECTORS AND ANY ACTION AND DOCUMENTATION IS RECORDED IN THE MINUTES OF THE BOARD OF DIRECTORS.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5AVAILABLE UPON REQUEST.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990, PART III, LINE 2
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990, PART VI, SECTION A, LINE 8B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990, PART VI, SECTION B, LINE 11
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3FORM 990, PART VI, SECTION B, LINE 12C
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4FORM 990, PART VI, SECTION B, LINE 15
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc5FORM 990, PART VI, SECTION C, LINE 19
IRS990/SchoolOperatingInd00
IRS990/SignificantChangeInd00
IRS990/SignificantNewProgramSrvcInd01
IRS990/SubjectToProxyTaxInd00
IRS990/TaxablePartyNotificationInd00
IRS990/TaxExemptBondsInd00
IRS990/TempOrPermanentEndowmentsInd00
IRS990/TerminateOperationsInd00
IRS990/TotalAssetsBOYAmt02892960
IRS990/TotalAssetsEOYAmt02768331
IRS990/TotalAssetsGrp/BOYAmt02892960
IRS990/TotalAssetsGrp/EOYAmt02768331
IRS990/TotalCompGreaterThan150KInd00
IRS990/TotalEmployeeCnt014
IRS990/TotalFunctionalExpensesGrp/FundraisingAmt00
IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt029455
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt01000057
IRS990/TotalFunctionalExpensesGrp/TotalAmt01029512
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesBOYAmt02858648
IRS990/TotalLiabilitiesEOYAmt02730992
IRS990/TotalLiabilitiesGrp/BOYAmt02858648
IRS990/TotalLiabilitiesGrp/EOYAmt02730992
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt034312
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt037339
IRS990/TotalOtherCompensationAmt07373
IRS990/TotalOtherProgSrvcRevenueAmt04496
IRS990/TotalProgramServiceExpensesAmt01000057
IRS990/TotalProgramServiceRevenueAmt01031324
IRS990/TotalReportableCompFromOrgAmt073989
IRS990/TotalRevenueGrp/ExclusionAmt0922
IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt01031617
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt01032539
IRS990/TotalRevenueGrp/UnrelatedBusinessRevenueAmt00
IRS990/TotalVolunteersCnt00
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt02892960
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt02768331
IRS990/TotReportableCompRltdOrgAmt00
IRS990/TravelGrp/ProgramServicesAmt01895
IRS990/TravelGrp/TotalAmt01895
IRS990/TrnsfrExmptNonChrtblRltdOrgInd00
IRS990/TypeOfOrganizationCorpInd0X
IRS990/UnrelatedBusIncmOverLimitInd00
IRS990/UnrestrictedNetAssetsGrp/BOYAmt034312
IRS990/UnrestrictedNetAssetsGrp/EOYAmt037339
IRS990/UponRequestInd0X
IRS990/USAddress/AddressLine10124 W HOLUM STREET
IRS990/USAddress/City0DEFOREST
IRS990/USAddress/State0WI
IRS990/USAddress/ZIPCode0535321108
IRS990/VotingMembersGoverningBodyCnt05
IRS990/VotingMembersIndependentCnt05
IRS990/WebsiteAddressTxt0WWW.FISCALASSISTANCE.ORG

Document Assets

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Filings

Displayed year

2013 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$2,768,331
Liabilities
$2,730,992
Net assets
$37,339
Revenue
$1,032,539
Expenses
$1,029,512
Net income
$3,027
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Facts available. Structured filing facts are available, but richer extracted sections are limited.$6.26$5.44$0.82$2.56$2.57$0.01
2023Detailed filing. Detailed filing data is available for this year.$6.90$6.07$0.83$3.13$2.88$0.25
2022Detailed filing. Detailed filing data is available for this year.$5.75$5.17$0.58$3.04$2.69$0.35
2021Detailed filing. Detailed filing data is available for this year.$6.55$5.94$0.61$2.24$2.24$0.01
2020Detailed filing. Detailed filing data is available for this year.$6.05$5.45$0.60$2.39$2.12$0.27
2019Detailed filing. Detailed filing data is available for this year.$4.32$3.98$0.34$1.90$1.82$0.08
2018Detailed filing. Detailed filing data is available for this year.$4.05$3.79$0.26$1.67$1.57$0.10
2017Detailed filing. Detailed filing data is available for this year.$2.95$2.79$0.16$1.36$1.36$0.00
2016Detailed filing. Detailed filing data is available for this year.$3.11$2.95$0.16$1.25$1.24$0.01
2015Detailed filing. Detailed filing data is available for this year.$3.78$3.63$0.15$1.27$1.20$0.07
2014Detailed filing. Detailed filing data is available for this year.$3.07$2.99$0.08$1.14$1.09$0.04
2013Detailed filing. Detailed filing data is available for this year.$2.77$2.73$0.04$1.03$1.03$0.00
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$2.89$2.86$0.03$1.10
2011Summary only. Only limited summary data is available for this year.$2.32$2.35$0.04$0.95$0.96$0.01
2010Facts available. Structured filing facts are available, but richer extracted sections are limited.$2.30$2.33$0.03$0.83