FISCAL ASSISTANCE INC

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Financial Vulnerability Assessment (Tuckman-Chang)

4 risk indicators measuring financial stability and operational resilience

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Financial Trends

Organization Details

Formation Year

2000

Legal Domicile

Phone

8552014230

Tax Period

2023-01-01 to 2023-12-31

FISCAL ASSISTANCE INC, founded in 2000, is a community nonprofit in the Human Services sector that reported $3.1M in total revenue in fiscal year 2023. Expenses of $2.9M left a modest 8% surplus.

Mission

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

Program Service Accomplishments

Program 1

Expenses: $649,729 Revenue: $590,509

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...

Program 2

Expenses: $0 Revenue: $98,520

FISCAL MANAGENENT ADMIN PROGRAM - RECEIVE FUNDS FROM COUNTY AND CITY GOVERNMENT TO PAY FOR QUALIFIED RECIPIENTS HOUSING AND UTILITIES

Program 3

Expenses: $2,206,014 Revenue: $2,443,804

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

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Trantor Score

Financial Health Score (300–850) · Liquidity · Solvency · Sustainability · Efficiency

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Liquidity (40%) • Solvency (30%) • Sustainability (20%) • Efficiency (10%)

Financial Overview (2023)

Revenue Breakdown

Contributions & Grants $0

Program Service Revenue $3,132,833

Investment Income $1,595

Other Revenue $0

TOTAL REVENUE $3,134,428

Expense Breakdown

Grants Paid $0

Salaries & Benefits $1,866,695

Fundraising Expenses $0

Program Expenses $2,855,743

Other Expenses $1,017,732

TOTAL EXPENSES $2,884,427

Year-over-Year Comparison

	2023	2022	Change
Revenue	$3,134,428	$3,037,335	+0.0%
Expenses	$2,884,427	$2,687,167	+0.1%
Net Income	$250,001	$350,168	-0.3%

Key Indicators

✗ Grants to Organizations ✗ Grants to Individuals ✗ Lobbying ✗ Political Activity ✗ Foreign Activities ✗ Donor Advised Fund ✗ Schedule B Required

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Financial Health Indicators

Comprehensive financial analysis: Altman Z-Score, liquidity, solvency, sustainability, efficiency, and growth metrics

Financial Distress Indicator

Liquidity & Cash Position

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Altman Z-Score • Liquidity Ratios • Solvency Analysis • Growth Indicators • Efficiency Metrics

Governance

Voting Members

Independent Members

Employees

Volunteers

N/A

Governance Policies

✗ Conflict of Interest Policy

✗ Whistleblower Policy

✗ Document Retention Policy

Special Practices & Reported Activities

✗ Operated a School

✗ Operated a Hospital

✗ Provided First Class Travel

✗ Reported Conflict of Interest

✗ Reported Asset Diversion

✗ Excess Benefit Transaction

✗ Made Political Expenditures

✗ Engaged in Lobbying

✗ Operated Donor Advised Fund

✗ Maintained Art Collections

✗ Filed Form 720

Compensation of Officers, Directors & Key Employees

Total Officers

$171,934

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
CAROL A RICHARDS	EXECUTIVE DIRECTO	50.00	Officer	$143,823	$28,111	$171,934
KEITH A YELINEK	VICE PRESIDENT	1.00	Officer Director	$0	$0	$0
THRESA FISHLER	PRESIDENT	1.00	Officer Director	$0	$0	$0
CONSTANCE M KILMARK	DIRECTOR	1.00	Director	$0	$0	$0
SUSAN WATSON	SECRETARY	1.00	Officer Director	$0	$0	$0
DAVID SCHADE	TREASURER	1.00	Officer Director	$0	$0	$0

Note: Compensation data is self-reported by the organization on their Form 990. "Reportable Comp" includes salary, bonuses, and other reportable compensation from the organization and related organizations. "Other Comp" includes benefits, deferred compensation, and non-taxable benefits.

Historical Data

Year	Revenue	Expenses	Assets	Net Income
2024	No data	No data	No data	No data
2023	$3,134,428	$2,884,427	$6,897,977	$250,001
2022	$3,037,335	$2,687,167	$5,746,613	$350,168
2021	$2,242,955	$2,236,287	$6,554,559	$6,668
2020	$2,390,498	$2,123,613	$6,050,913	$266,885
2019	$1,899,486	$1,819,968	$4,317,192	$79,518
2018	$1,672,988	$1,569,889	$4,049,648	$103,099