Civic Intelligence

Fiscal Assistance Inc.

990 • Fiscal year 2020 • EIN 39-1997457

Jan 01, 2020 to Dec 31, 2020 • Filed on Nov 15, 2021

Organization ProfileWWW.FISCALASSISTANCE.ORG
4646 South Biltmore LaneMadison, WI 53718

(608) 846-7058

Siviq Scores

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

Liabilities / Assets

90th percentile

0.90x

Higher debt load relative to assets than 90% of similar nonprofits.

2020 filings • 501(c)3 • $5M-$10M nonprofits • Source year 2020

Liabilities / Revenue

89th percentile

2.28x

Higher debt load relative to revenue than 89% of similar nonprofits.

2020 filings • 501(c)3 • $5M-$10M nonprofits • Source year 2020

Net Margin

64th percentile

11%

Higher net margin than 64% of similar nonprofits.

2020 filings • 501(c)3 • $5M-$10M nonprofits • Source year 2020

Top Officer Pay

52nd percentile

$125,705

Higher top officer pay than 52% of similar nonprofits.

Top officer pay equals 5.3% of source-year revenue.

2020 filings • 501(c)3 • $5M-$10M nonprofits • Source year 2020

Asset Growth

86th percentile

40%

Faster asset growth than 86% of similar nonprofits.

2020 filings • 501(c)3 • $5M-$10M nonprofits • Annualized from 2019 to 2020

Revenue Growth

80th percentile

26%

Faster revenue growth than 80% of similar nonprofits.

2020 filings • 501(c)3 • $5M-$10M nonprofits • Annualized from 2019 to 2020

Balance Sheet
Liabilities / Assets90th percentile

Assets

Up

$6,050,913

Up $1,733,721 (+40%) from 2019

Net Assets

Up

$598,699

Up $259,556 (+77%) from 2019

Liabilities

Up

$5,452,214

Up $1,474,165 (+37%) from 2019

Revenue And Expenses
Liabilities / Revenue89th percentileNet Margin64th percentile

Revenue

Up

$2,390,498

Up $491,012 (+26%) from 2019

Expenses

Up

$2,123,613

Up $303,645 (+17%) from 2019

Net Income

Up

$266,885

Up $187,367 (+236%) from 2019

Historical Trend

Balance Sheet Trend

Asset Growth86th 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

2020

Assets$6,050,913
Liabilities$5,452,214
Net Assets$598,699
Open 2020 Filing

Operations Trend

Revenue Growth80th 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

2020

Revenue$2,390,498
Expenses$2,123,613
Net Income$266,885
Open 2020 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2020 to Dec 31, 2020
Signed
Nov 15, 2021
Return Version
2020v4.1
Gross Receipts
$2,390,498
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$690,669$885,068▲ $194,399
Prepaid Expenses and Deferred Charges$145,047$422,910▲ $277,863
Accounts Receivable$237,950$304,085▲ $66,135
Cash and Non-Interest-Bearing Accounts$10,889$10,419▼ $470
Total Assets$4,317,192$6,050,913▲ $1,733,721
Other Assets Total$3,232,637$4,428,431▲ $1,195,794
Liabilities
Escrow Account Liability$2,138,510$3,411,075▲ $1,272,565
Mortgage Notes Payable Secured by Investment Property$1,658,488$1,807,192▲ $148,704
Accounts Payable and Accrued Expenses$181,051$215,275▲ $34,224
Deferred Revenue-$18,672-
Total Liabilities$3,978,049$5,452,214▲ $1,474,165
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$339,143$598,699▲ $259,556
Total Net Assets Fund Balance$339,143$598,699▲ $259,556
Total Liabilities and Net Assets / Fund Balance$4,317,192$6,050,913▲ $1,733,721

Asset Categories

AssetBook ValueDepreciationBasis
Equipment$869,316$344,582$1,213,898
Leasehold Improvements$15,752$3,938$19,690
Other Assets Org$9,412--
Compensation and Service Providers
Top Officer Pay52nd percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
Carol a RichardsExecutive DirectorFT$107,564$18,141$125,705

Board Members and Trustees

NameTitle
Keith a YelinekPresident
Theresa FishlerVice President
Constance M KilmarkDirector
David SchadeDirector
Susan WatsonDirector
Revenue and Support

Revenue Composition

Contributions and Grants
$276,270
Program Service Revenue
$2,112,648
Investment Income
$1,580
Other Revenue
$0
Change in Net Assets
$266,885
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Salaries, Compensation, and Employee Benefits$1,319,878
Other Expenses$803,735
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Salaries and Wages$881,065$7,056-$888,121
Other Employee Benefits$192,615--$192,615
Occupancy$158,765--$158,765
Office Expenses$137,007--$137,007
Current Officers, Directors, Trustees, and Key Employees$113,135$12,571-$125,706
Depreciation Depletion$100,622--$100,622
Payroll Taxes$72,225$1,313-$73,538
Interest$57,963--$57,963
Pension Plan Contributions$39,545$353-$39,898
Fees for Services Other$36,398--$36,398
Insurance$11,842$4,692-$16,534
Travel$9,663--$9,663
Information Technology$9,480--$9,480
Other Expenses$5,765--$5,765
Conferences and Meetings$4,984--$4,984
All Other Expenses$4,927--$4,927
Advertising$4,829--$4,829
Fees for Services Legal-$3,039-$3,039
Fees for Services Accounting-$2,650-$2,650
Total Functional Expenses$2,091,939$31,674$0$2,123,613
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
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
Yes
Backup withholding compliance
Yes
Business relationship with 35% controlled entity
No
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 11B

“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

“Governing documents, conflict of interest policy and financial statements are available to the public upon request.”

Filing and Contact Details

Filer

Filer Name
Fiscal Assistance Inc
EIN
39-1997457
Phone
6088467058
Address
4646 SOUTH BILTMORE LANE, MADISON, WI 53718

Signing Officer

Name
Carol a Richards
Title
Executive Director
Phone
6088467058
Signed
2021-11-15
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
27
Volunteers
5

Preparer

Firm
Johnson Block & Co Inc
Address
9701 BRADER WAY SUITE 202, MIDDLETON, WI 53562
Preparer
Tara Bast
Phone
6082742002
Supplemental Narrative

Additional Explanations

FORM 990, PART XII, LINE 2C:

“The process has not changed from the prior year.”

Financial Statement Notes

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 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 organization's tax-exempt status would not have a material effect on the accompanying financial statements. The organization's federal exempt organization tax returns are subject to examination by the internal revenue service, generally for three years after they are filed. With few exceptions, the organization is no longer subject to such examinations for years before 2017.”

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 other funds are disbursed based upon request from the consumers, those who act on behalf of the consumers, or the county”

Raw XML AppendixShowing 400 of 455 raw XML fields

This appendix keeps the raw XML leaves available for debugging and edge-case review. The human report above is the primary experience.

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IRS990/ProgramServiceRevenueGrp/Desc0FISCAL AGENT
IRS990/ProgramServiceRevenueGrp/Desc1REP PAYEE PROGRAM
IRS990/ProgramServiceRevenueGrp/Desc2EMPLOYER AGENT PROGRAM
IRS990/ProgramServiceRevenueGrp/Desc3GRANT ADMINISTRATION
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt0956955
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt1582697
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt2555610
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt317386
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt0956955
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt1582697
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt2555610
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt317386
IRS990/ProgSrvcAccomActy2Grp/Desc0FISCAL 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
IRS990/ProgSrvcAccomActy2Grp/RevenueAmt017386
IRS990/ProgSrvcAccomActy3Grp/Desc0EMPLOYER 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
IRS990/ProgSrvcAccomActy3Grp/ExpenseAmt01333853
IRS990/ProgSrvcAccomActy3Grp/RevenueAmt01512565
IRS990/ProgSrvcAccomActyOtherGrp/Desc0GRANT ADMINISTRATION FOR SOFTWARE OTHER NON-CONTRACT FUNDING APPROVED BY DANE COUNTY TO BE USED FOR THE IMPLEMENTATION OF SOFTWARE TO IMPROVE REPORTING BETWEEN FISCAL ASSISTANCE AND DANE COUNTY.
IRS990/ProgSrvcAccomActyOtherGrp/Desc1CRIMINAL BACKGROUND CHECKS AND ACCOUNTING SERVICES FOR A NOT-FOR-PROFIT ORGANIZATION WITH A MISSION SIMILAR TO THAT OF FISCAL ASSISTANCE
IRS990/ProhibitedTaxShelterTransInd00
IRS990/PYBenefitsPaidToMembersAmt00
IRS990/PYContributionsGrantsAmt05
IRS990/PYExcessBenefitTransInd00
IRS990/PYGrantsAndSimilarPaidAmt00
IRS990/PYInvestmentIncomeAmt0503
IRS990/PYOtherExpensesAmt0637941
IRS990/PYOtherRevenueAmt00
IRS990/PYProgramServiceRevenueAmt01898978
IRS990/PYRevenuesLessExpensesAmt079518
IRS990/PYSalariesCompEmpBnftPaidAmt01182027
IRS990/PYTotalExpensesAmt01819968
IRS990/PYTotalProfFndrsngExpnsAmt00
IRS990/PYTotalRevenueAmt01899486
IRS990/QuidProQuoContributionsInd00
IRS990/ReconcilationRevenueExpnssAmt0266885
IRS990/RegularMonitoringEnfrcInd01
IRS990/RelatedEntityInd00
IRS990/RelatedOrganizationCtrlEntInd00
IRS990/ReportInvestmentsOtherSecInd00
IRS990/ReportLandBuildingEquipmentInd01
IRS990/ReportOtherAssetsInd01
IRS990/ReportOtherLiabilitiesInd00
IRS990/ReportProgramRelatedInvstInd00
IRS990/RevenueAmt0582697
IRS990ScheduleA/AmountsRcvdDsqlfyPersonGrp/TotalAmt00
IRS990ScheduleA/Form990ScheduleAPartVIGrp/ExplanationTxt0MISCELLANEOUS - 2016 AMOUNT: $ 408. 2017 AMOUNT: $ 20,303.
IRS990ScheduleA/Form990ScheduleAPartVIGrp/FormAndLineReferenceDesc0SCHEDULE A, PART III, LINE 12, EXPLANATION OF OTHER INCOME:
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearAmt048270
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus1YearAmt05
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus2YearsAmt05
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus4YearsAmt025989
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/TotalAmt074269
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearAmt01580
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus1YearAmt0503
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus2YearsAmt02765
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus3YearsAmt04519
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus4YearsAmt0293
IRS990ScheduleA/GrossInvestmentIncome509Grp/TotalAmt09660
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearAmt02112648
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus1YearAmt01898798
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus2YearsAmt01670218
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus3YearsAmt01336413
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus4YearsAmt01224077
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/TotalAmt08242154
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearAmt01580
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus1YearAmt0503
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus2YearsAmt02765
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus3YearsAmt04519
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus4YearsAmt0293
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/TotalAmt09660
IRS990ScheduleA/InvestmentIncomeCYPct00.00120
IRS990ScheduleA/InvestmentIncomePYPct00.00120
IRS990ScheduleA/OtherIncome509Grp/CurrentTaxYearMinus3YearsAmt020303
IRS990ScheduleA/OtherIncome509Grp/CurrentTaxYearMinus4YearsAmt0408
IRS990ScheduleA/OtherIncome509Grp/TotalAmt020711
IRS990ScheduleA/PubliclySupportedOrg509a2Ind0X
IRS990ScheduleA/PublicSupportCY509Pct00.99640
IRS990ScheduleA/PublicSupportPY509Pct00.99590
IRS990ScheduleA/PublicSupportTotal509Amt08316423
IRS990ScheduleA/SubstAndDsqlfyPrsnsTotGrp/TotalAmt00
IRS990ScheduleA/SubstantialContributorsAmtGrp/TotalAmt00
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY509Ind0X
IRS990ScheduleA/Total509Grp/CurrentTaxYearAmt02160918
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus1YearAmt01898803
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus2YearsAmt01670223
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus3YearsAmt01336413
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus4YearsAmt01250066
IRS990ScheduleA/Total509Grp/TotalAmt08316423
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearAmt02162498
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus1YearAmt01899306
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus2YearsAmt01672988
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus3YearsAmt01361235
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus4YearsAmt01250767
IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt08346794
IRS990ScheduleB/ContributorInformationGrp/ContributorBusinessName/BusinessNameLine10RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorNum0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine10RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine20RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/City0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/State0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/ZIPCode0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/TotalContributionsAmt0RESTRICTED
IRS990/ScheduleBRequiredInd01
IRS990ScheduleD/AdditionsDuringYearAmt011088038
IRS990ScheduleD/AgentTrusteeEtcInd01
IRS990ScheduleD/BeginningBalanceAmt02138510
IRS990ScheduleD/DistributionsDuringYearAmt09815473
IRS990ScheduleD/EndingBalanceAmt03411075
IRS990ScheduleD/EquipmentGrp/BookValueAmt0869316
IRS990ScheduleD/EquipmentGrp/DepreciationAmt0344582
IRS990ScheduleD/EquipmentGrp/OtherCostOrOtherBasisAmt01213898
IRS990ScheduleD/FootnoteTextInd0X
IRS990ScheduleD/InclEscrowCustodialAcctLiabInd01
IRS990ScheduleD/LeaseholdImprovementsGrp/BookValueAmt015752
IRS990ScheduleD/LeaseholdImprovementsGrp/DepreciationAmt03938
IRS990ScheduleD/LeaseholdImprovementsGrp/OtherCostOrOtherBasisAmt019690
IRS990ScheduleD/OtherAssetsOrgGrp/BookValueAmt04419019
IRS990ScheduleD/OtherAssetsOrgGrp/BookValueAmt19412
IRS990ScheduleD/OtherAssetsOrgGrp/Desc0DEPOSITS HELD, PREPAIDS, & RECEIVABLES FOR CONSUMER
IRS990ScheduleD/OtherAssetsOrgGrp/Desc1SECURITY DEPOSIT
IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt0THE 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 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 ORGANIZATION'S TAX-EXEMPT STATUS WOULD NOT HAVE A MATERIAL EFFECT ON THE ACCOMPANYING FINANCIAL STATEMENTS. THE ORGANIZATION'S FEDERAL EXEMPT ORGANIZATION TAX RETURNS ARE SUBJECT TO EXAMINATION BY THE INTERNAL REVENUE SERVICE, GENERALLY FOR THREE YEARS AFTER THEY ARE FILED. WITH FEW EXCEPTIONS, THE ORGANIZATION IS NO LONGER SUBJECT TO SUCH EXAMINATIONS FOR YEARS BEFORE 2017.
IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt1AMOUNT 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 OTHER FUNDS ARE DISBURSED BASED UPON REQUEST FROM THE CONSUMERS, THOSE WHO ACT ON BEHALF OF THE CONSUMERS, OR THE COUNTY
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc0PART X, LINE 2:
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc1PART IV, LINE 2B
IRS990ScheduleD/TotalBookValueLandBuildingsAmt0885068
IRS990ScheduleD/TotalBookValueOtherAssetsAmt04428431
IRS990/ScheduleJRequiredInd00
IRS990/ScheduleORequiredInd01
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0NOT APPLICABLE- THERE ARE NO COMMITTEES WITH AUTHORITY TO ACT ON BEHALF OF THE GOVERNING BODY
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1THE FORM 990 DRAFT IS REVIEWED BY MANAGEMENT
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2THE CONFLICT OF INTEREST POLICY IS TO BE SIGNED ANNUALLY BY EACH BOARD MEMBER AT THE FIRST MEETING OF THE YEAR
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3AS 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/ExplanationTxt4GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY AND FINANCIAL STATEMENTS ARE AVAILABLE TO THE PUBLIC UPON REQUEST.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5THE PROCESS HAS NOT CHANGED FROM THE PRIOR YEAR.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990, PART VI, SECTION A, LINE 8B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990, PART VI, SECTION B, LINE 11B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990, PART VI, SECTION B, LINE 12C
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3FORM 990, PART VI, SECTION B, LINE 15
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4FORM 990, PART VI, SECTION C, LINE 19
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc5FORM 990, PART XII, LINE 2C:
IRS990/SchoolOperatingInd00
IRS990/SignificantChangeInd00
IRS990/SignificantNewProgramSrvcInd00
IRS990/SubjectToExcsTaxNetInvstIncInd00
IRS990/SubjectToProxyTaxInd00
IRS990/SubjToTaxRmnrtnExPrchtPymtInd00
IRS990/TaxablePartyNotificationInd00
IRS990/TaxExemptBondsInd00
IRS990/TerminateOperationsInd00
IRS990/TotalAssetsBOYAmt04317192
IRS990/TotalAssetsEOYAmt06050913
IRS990/TotalAssetsGrp/BOYAmt04317192
IRS990/TotalAssetsGrp/EOYAmt06050913
IRS990/TotalCompGreaterThan150KInd00
IRS990/TotalContributionsAmt0276270
IRS990/TotalEmployeeCnt027
IRS990/TotalFunctionalExpensesGrp/FundraisingAmt00
IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt031674
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt02091939
IRS990/TotalFunctionalExpensesGrp/TotalAmt02123613
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesBOYAmt03978049
IRS990/TotalLiabilitiesEOYAmt05452214
IRS990/TotalLiabilitiesGrp/BOYAmt03978049
IRS990/TotalLiabilitiesGrp/EOYAmt05452214
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt0339143
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt0598699
IRS990/TotalOtherCompensationAmt018141
IRS990/TotalProgramServiceExpensesAmt02091939
IRS990/TotalProgramServiceRevenueAmt02112648

Document Assets

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Filings

Displayed year

2020 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$6,050,913
Liabilities
$5,452,214
Net assets
$598,699
Revenue
$2,390,498
Expenses
$2,123,613
Net income
$266,885
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