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Fiscal Assistance Inc

EIN 39-1997457 · Madison, WI

Public records show a registered, tax-exempt organization in good standing.

LegitimacyPassesRegistration and standingFinancial healthWeak40 out of 100GovernanceFair68 out of 100Impact evidenceDescribes programsHow well its results are evidenced

What it says it does

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

Income
$2.6 million
Spending
$2.6 million
Spent on programs
99%
Reserves
1.9 months of spending
Largest source of income
fees for its services, 100%
Employees
24
Volunteers
0
Highest pay
$176,291, executive director

Source: Form 990 for the year ending December 31, 2024, filed with the Internal Revenue Service. Rating method 2026.2. How we rate

Financial health

Weak: 40 out of 100. Higher than 9% of charities in its peer group (human services, $1m to $10m).

  • Reserves

    10 of 35

    Spendable reserves would cover 1.9 months of spending.

  • Debt

    2 of 20

    It owes 87% of what it owns.

  • Living within its means

    8 of 15

    Spending exceeded income by 0% of income.

  • Income trend

    5 of 15

    Income fell 18% on the year before.

  • Spending floor

    15 of 15

    99% of spending went to programs.

Source: Form 990 for the year ending December 31, 2024, filed with the Internal Revenue Service. Rating method 2026.2. How we rate

Governance

Fair: 68 out of 100. Higher than 19% of charities in its peer group (human services, $1m to $10m).

  • Independent board

    18 of 25

    4 of 4 voting board members are independent.

  • Conflict of interest policy

    15 of 15

    Has a written conflict of interest policy.

  • Whistleblower policy

    8 of 8

    Has a written whistleblower policy.

  • Record keeping policy

    7 of 7

    Has a written policy on keeping and destroying records.

  • Board minutes

    5 of 5

    Keeps minutes of board meetings.

  • Board sees the tax return

    0 of 10

    Did not give the board a copy of this return before filing it.

  • Pay set independently

    5 of 5

    Sets its chief executive's pay through independent review and comparison.

  • Independent check of accounts

    0 of 15

    Its accounts were not audited or reviewed by an independent accountant.

  • No reported misuse

    10 of 10

    Reports no diversion of assets, excess benefits or loans to insiders.

Source: Form 990 for the year ending December 31, 2024, filed with the Internal Revenue Service. Rating method 2026.2. How we rate

Impact evidence

Describes programs. Its tax return describes what it does but we have found no measurable results in it.

Programs described in its return (3)
  1. $589,251 spent. 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
  2. $29,539 spent. FISCAL MANAGEMENT ADMIN PROGRAM - RECEIVE FUNDS FROM COUNTY AND CITY GOVERNMENT TO PAY FOR QUALIFIED RECIPIENTS HOUSING AND UTILITIES
  3. $1.9 million spent. 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

Source: Form 990 for the year ending December 31, 2024, filed with the Internal Revenue Service. Rating method 2026.2. How we rate

Legitimacy checks

  1. Is it registered with the IRS? Passed.

    Listed in the IRS master file of tax-exempt organizations as a 501(c)(3) charitable organization.

    Source: Exempt Organizations Business Master File, Internal Revenue Service, file dated September 7, 2026.

  2. Has the IRS revoked its tax-exempt status? Passed.

    Not on the IRS automatic revocation list.

    Source: Automatic revocation of exemption list, Internal Revenue Service, file dated September 30, 2026.

  3. Are donations tax-deductible? Passed.

    On the IRS list of organizations eligible to receive tax-deductible contributions.

    Source: Publication 78 data: organizations eligible for tax-deductible contributions, Internal Revenue Service, file dated September 10, 2026.

  4. Is it keeping up with its IRS filings? Passed.

    Most recent return on file covers the year ending December 2025.

    Source: Exempt Organizations Business Master File, Internal Revenue Service, file dated September 7, 2026.

  5. How long has it been tax-exempt? Passed.

    Recognized by the IRS since October 2000.

    Source: Exempt Organizations Business Master File, Internal Revenue Service, file dated September 7, 2026.

  6. Is it in good standing with state regulators? Passed.

    Not on California's list of charities barred from soliciting. Other states are not yet checked.

    Source: May Not Operate or Solicit for Charitable Purposes list, California Attorney General, Registry of Charities and Fundraisers, file dated October 7, 2026.

Ratings and checks are our reading of public records, using the published method. They are not a statement about anyone's honesty. If you work for this organization, you can send corrections or results, confirm you want gifts through Veridonate, or ask to be removed from giving.