Civic Intelligence

Fidelis

990 • Fiscal year 2013 • EIN 20-2603413

Jan 01, 2013 to Dec 31, 2013 • Filed on Nov 11, 2014

PO Box 270960690

(312) 201-6557

Siviq Scores

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

Liabilities / Assets

87th percentile

0.67x

Higher debt load relative to assets than 87% of similar nonprofits.

2013 filings • 501(c)4 • $1M-$5M nonprofits • Source year 2013

Liabilities / Revenue

38th percentile

0.05x

Higher debt load relative to revenue than 38% of similar nonprofits.

2013 filings • 501(c)4 • $1M-$5M nonprofits • Source year 2013

Net Margin

28th percentile

-3.5%

Higher net margin than 28% of similar nonprofits.

2013 filings • 501(c)4 • $1M-$5M nonprofits • Source year 2013

Top Officer Pay

89th percentile

$146,469

Higher top officer pay than 89% of similar nonprofits.

Top officer pay equals 4.4% of source-year revenue.

2013 filings • 501(c)4 • $1M-$5M nonprofits • Source year 2013

Asset Growth

2nd percentile

-41%

Faster asset growth than 2% of similar nonprofits.

2013 filings • 501(c)4 • $1M-$5M nonprofits • Annualized from 2012 to 2013

Revenue Growth

Score unavailable

No value available

No earlier valid filing was available within the previous three public years.

Source year 2013

Assets

Down

$225,648

Down $157,396 (-41%) from 2012

Net Assets

Down

$73,435

Down $115,701 (-61%) from 2012

Liabilities

Down

$152,213

Down $41,695 (-22%) from 2012

Revenue

$3,349,233

No earlier filing loaded for comparison.

Expenses

Down

$3,464,934

Down $629,494 (-15%) from 2012

Net Income

-$115,701

No earlier filing loaded for comparison.

Historical Trend

Balance Sheet Trend

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

$6.0M$4.0M$2.0M$0-$2.0MAssets 2011: $143,553Liabilities 2011: $169,815Net Assets 2011: -$26,2622011Assets 2012: $383,044Liabilities 2012: $193,908Net Assets 2012: $189,1362012Assets 2013: $225,648Liabilities 2013: $152,213Net Assets 2013: $73,4352013Assets 2014: $201,233Liabilities 2014: $180,098Net Assets 2014: $21,1352014Assets 2015: $61,529Liabilities 2015: $176,699Net Assets 2015: -$115,1702015Assets 2016: $509,763Liabilities 2016: $142,837Net Assets 2016: $366,9262016Assets 2017: $261,576Liabilities 2017: $141,331Net Assets 2017: $120,2452017Assets 2018: $441,505Liabilities 2018: $106,216Net Assets 2018: $335,2892018Assets 2019: $1,316,314Liabilities 2019: $79,608Net Assets 2019: $1,236,7062019Assets 2020: $2,836,208Liabilities 2020: $154,019Net Assets 2020: $2,682,1892020Assets 2021: $2,636,949Liabilities 2021: $120,770Net Assets 2021: $2,516,1792021Assets 2022: $4,172,526Liabilities 2022: $305,474Net Assets 2022: $3,867,0522022

Highlighted filing

2013

Assets$225,648
Liabilities$152,213
Net Assets$73,435

Operations Trend

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

$15M$10M$5.0M$0-$5.0MExpenses 2011: $1,404,3832011Expenses 2012: $4,094,4282012Revenue 2013: $3,349,233Expenses 2013: $3,464,934Net Income 2013: -$115,7012013Revenue 2014: $3,486,796Expenses 2014: $3,539,096Net Income 2014: -$52,3002014Revenue 2015: $2,039,600Expenses 2015: $2,175,905Net Income 2015: -$136,3052015Revenue 2016: $4,302,584Expenses 2016: $3,820,488Net Income 2016: $482,0962016Revenue 2017: $2,387,620Expenses 2017: $2,634,301Net Income 2017: -$246,6812017Revenue 2018: $3,296,911Expenses 2018: $3,081,867Net Income 2018: $215,0442018Revenue 2019: $4,102,423Expenses 2019: $3,201,006Net Income 2019: $901,4172019Revenue 2020: $13,141,319Expenses 2020: $11,695,836Net Income 2020: $1,445,4832020Revenue 2021: $4,754,241Expenses 2021: $4,920,251Net Income 2021: -$166,0102021Revenue 2022: $9,356,285Expenses 2022: $8,005,412Net Income 2022: $1,350,8732022

Highlighted filing

2013

Revenue$3,349,233
Expenses$3,464,934
Net Income-$115,701
Jump To
Filing Snapshot
Filing Period
Jan 1, 2013 to Dec 31, 2013
Signed
Nov 11, 2014
Return Version
2013v3.0
Gross Receipts
$3,350,429
Mission and Program Overview

Mission

Fidelis is a national social welfare organization established to organize, coordinate, and mobilize grassroots civic action for catholics and all people of good will to defend life, faith and family.

Catholic grassroots education and civic action to defend life, faith, and family.

Balance Sheet Detail
LineBeginningEndChange
Assets
Accounts Receivable$36,952$84,417▲ $47,465
Loans From Officers Directors$78,464$76,964▼ $1,500
Cash and Non-Interest-Bearing Accounts$256,131$76,910▼ $179,221
Land, Buildings, and Equipment, Net$7,254$13,710▲ $6,456
Total Assets$383,044$225,648▼ $157,396
Other Assets Total$82,707$50,611▼ $32,096
Liabilities
Accounts Payable and Accrued Expenses$107,871$70,073▼ $37,798
Other Liabilities$7,573$5,176▼ $2,397
Total Liabilities$193,908$152,213▼ $41,695
Net Assets / Fund Balance
Unrestricted Net Assets$189,136$73,435▼ $115,701
Total Net Assets Fund Balance$189,136$73,435▼ $115,701
Total Liabilities and Net Assets / Fund Balance$383,044$225,648▼ $157,396

Asset Categories

AssetBook ValueDepreciationBasis
Leasehold Improvements$9,346$4,154$13,500
Equipment$2,933$2,401$5,334
Other Land Buildings$1,431$3,337$4,768
Other Assets Org$3,000--
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
Brian BurchPresidentFT$130,000$16,469$146,469

Board Members and Trustees

NameTitle
Ann LongonBoard Member
Thomas Dillon EsqBoard Member

Highest Paid Contractors

ContractorServicesLocationCompensation
American Target AdvertisingDirect Mail Fundraiser-$2,701,702
Revenue and Support

Revenue Composition

Contributions and Grants
$3,343,179
Program Service Revenue
$0
Investment Income
$54
Other Revenue
$6,000
All Other Contributions
$3,343,179
Change in Net Assets
$-115,701
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$2,389,576
Total Fundraising Expense$824,749
Professional Fundraising Fees$782,324
Salaries, Compensation, and Employee Benefits$293,034
Grants and Similar Amounts Paid$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Fees for Services Professional Fundraising--$782,324$782,324
Current Officers, Directors, Trustees, and Key Employees$115,153$14,538$15,684$145,375
Other Salaries and Wages$89,446$26,760$12,484$128,690
Advertising$994$120,661-$121,655
Occupancy$31,442$10,980$7,487$49,909
Office Expenses$39,319$6,957$2,390$48,666
Depreciation Depletion$34,802-$1,450$36,252
Other Expenses$26,415$2,410-$28,825
All Other Expenses$19,142$1,020$767$20,929
Payroll Taxes$14,200$2,899$1,870$18,969
Fees for Services Other$14,440$3,880-$18,320
Fees for Services Accounting$11,050$4,802-$15,852
Travel$12,613$309-$12,922
Insurance$1,229$428$293$1,950
Fees for Services Legal$975--$975
Total Functional Expenses$1,156,253$763,127$393,126$2,312,506
Fundraising, Events, and Gaming
Fundraising activities
No
Gaming activities
No
Professional fundraiser used
Yes

Fundraising and Gaming Totals

Line ItemAmount
Professional Fundraising Fees$782,324
Political and Lobbying Activity
Political campaign activity
No
Subject to proxy tax
No
Insider Transactions and Loans

Interested-Person Transactions

Interested PartyRelationshipDescriptionShared RevenueAmount
-BRIAN BURCH, PRESIDENT, IS 33% OWNER OF VERVEMAIL, A VENDOR OF FIDELIS.Email MarketingNo$81,075

Loans and Receivables

Line ItemBeginningEndChange
Loans from Officers, Directors, Trustees, and Key Employees$78,464$76,964▼ $1,500
Debt and Bond Financing

Other Reported Liabilities

LiabilityAmount
Due to Affiliate$5,176
Governance and Compliance

Governance Checklist

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

Governance Explanations

Form 990, Part VI, Section A, Line 2

Brian burch, president, and thomas dillon, director, were joint owners of an investment property that was sold in 2013.

Form 990, Part VI, Section A, Line 6

Corporation non-voting membership is open to individuals who support the purposes and policies of the corporation. Membership may be obtained by donating at least $1 annually as prescribed by the board of directors or affirming annually the desire to be a member as prescribed by the board and, one of the following: voting in an annual election on a policy question, or completing a membership survey. Benefits of becoming a member include participation in an annual survey and access to exclusive news, commentary, and the ability to donate to our political action committee.

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

The organization has no committee with authority to act on behalf of the governing body.

Form 990, Part VI, Section B, Line 11

A draft of form 990 was electronically disseminated to all directors. Any questions related to the return were discussed and resolved, and the board approved form 990 prior to filing.

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

The board of directors has directed the president to hold a weekly status telephone conference to update key staff and any participating board members on all relevant issues related to management and operations of the organization. In each of these weekly calls, the board of directors is invited to participate. As a part of this weekly status call, key staff and officers are expected to disclose any and all issues that may involve a conflict of interest between staff, officers or key employees. If and when any issue of concern is raised, the president is required to notify the board in its entirety. The board may elect to initiate an official meeting of its members or of the compensation and audit committee to resolve the conflict. The board compensation and audit committee is made up of all non-compensated members of the board of directors, and constitutes a majority of the board. This committee is authorized to act upon and resolve any conflicts of interest brought to the attention of management or the board of directors.

Form 990, Part VI, Section B, Line 15A

The board created an audit and compensation committee to review and approve compensation for the president/ceo. The board reviewed relevant data concerning comparable compensation for the president/ceo of similar organizations and approved compensation based on this and other data. There are no other compensated officers or key employees other than the president/ceo.

Form 990, Part VI, Section C, Line 19

The governing documents, conflict of interest policy, and financial statements are available upon request.

FORM 990, PART VII, SECTION A:

Brian burch, the president, spends 15 hours per week of his time at a related organization, fidelis center for law and policy, a 501(c)(3) organization. The organization paid the majority of brian's salary and donated approximately $35,000 of his time to the center.

Filing and Contact Details

Filer

EIN
20-2603413
Phone
3122016557

Signing Officer

Name
Brian Burch
Title
President
Phone
3122016557
Signed
2014-11-11
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Brian Burch
Formed
2005
Legal Domicile
Mi
Voting Board Members
3
Independent Board Members
2
Employees
5
Volunteers
2

Preparer

Preparer
Susan Greggo
Phone
8472679600
Supplemental Narrative

Additional Explanations

FORM 990, PART XII, LINE 2C:

The organization has not made any changes to the process from the prior year.

Financial Statement Notes

PART X, LINE 2:

The organization has adopted the guidance in the fasb codification topic related to uncertainty in income taxes which prescribes a comprehensive model for recognizing, measuring, presenting and disclosing in the financial statements uncertain tax positions that the organization has taken or expects to take in its tax returns. Under the guidance, the organization may recognize the tax benefit from an uncertain tax position only if it is "more likely than not" that it is sustainable, based on its technical merits. The tax benefits recognized in the financial statements from such a position should be measured based on the largest benefit that has a greater than 50% likelihood of being realized upon ultimate settlement with a taxing authority having full knowledge of all relevant information. The organization believes that it has appropriate support for the positions taken on its returns.

Raw XML AppendixShowing 400 of 526 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/Desc0FIDELIS SUCCESSFULLY CONTINUED ITS NATIONAL CIVIC ACTION EDUCATION PROGRAM CONSISTING OF OVER 2,000,000 POSTAL MAILINGS AND OVER 1,000,000 E-MAIL MESSAGES TO INFORM CITIZENS OF NEWSWORTHY, CULTURAL, LEGISLATIVE, LEGAL AND EXECUTIVE POLICIES IMPACT ON CATHOLIC VOTERS. FIDELIS WAS ESTABLISHED TO APPLY THE AUTHENTIC SOCIAL TEACHING OF THE CATHOLIC CHURCH TO AMERICAN PUBLIC LIFE, AND PROVIDE CATHOLIC AMERICANS CRITICAL COMMENTARY AND INFORMATION ON THE FOUNDATIONAL ISSUES OF MARRIAGE, PARENTAL RIGHTS IN EDUCATION, RELIGIOUS LIBERTY, THE PRINCIPLES OF SUBSIDIARITY AND SOLIDARITY, AND THE SANCTITY OF HUMAN LIFE FROM CONCEPTION TO NATURAL DEATH. IN ADDITION TO THESE PUBLIC COMMUNICATIONS, AND AS A PART OF THIS CAMPAIGN, FIDELIS PRESIDENT BRIAN BURCH REGULARLY DELIVERS SPEECHES, AND PRESENTATIONS TO GRASSROOTS, COMMUNITY AND CHURCH GROUPS ACROSS THE COUNTRY.
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IRS990/PrincipalOfficerNm0BRIAN BURCH
IRS990/ProfessionalFundraisingInd01
IRS990/ProgSrvcAccomActy2Grp/Desc0FIDELIS OPERATED A D/B/A COMMONLY KNOWN AS CATHOLIC VOTE OR CATHOLICVOTE.ORG (CV), TO EDUCATE, MOBILIZE AND INFLUENCE PUBLIC POLICY ON ISSUES OF CONCERN TO CATHOLIC VOTERS AND ALL PEOPLE OF GOOD WILL. CV USED ONLINE MEDIA PROGRAMS, INCLUDING VIDEO COMMERCIALS, SOCIAL MEDIA , AND EMAIL TO INFLUENCE THE PUBLIC DEBATE ON ISSUES OF IMPORTANCE TO CATHOLICS. CV SENT AN ESTIMATED 18 MILLION EMAIL MESSAGES TO SUBSCRIBERS PROVIDING COMMENTARY AND CIVIC ACTION UPDATES IN AN EFFORT TO INFLUENCE THE HEALTH CARE DEBATE. CV ENGAGED DIRECTLY WITH KEY LEGISLATORS AT BOTH THE STATE AND FEDERAL LEVEL IN IT'S EFFORT TO SECURE ROBUST CONSCIENCE PROTECTIONS FOR FOR-PROFIT EMPLOYERS AND RELIGIOUS INSTITUTIONS UNFAIRLY PENALIZED BY CERTAIN PROVISIONS OF THE AFFORDABLE CARE ACT. CATHOLICVOTE.ORG OPERATES A WIDELY TRAFFICKED WEBSITE AND FACEBOOK PAGE, SERVING MILLIONS OF VISITORS ANNUALLY. THE CATHOLICVOTE.ORG WEBSITE OPERATED AS THE 501(C)(4) COUNTERPART TO THE CATHOLIC VOTE EDUCATION FUND.
IRS990/ProgSrvcAccomActy2Grp/ExpenseAmt0432621
IRS990/ProhibitedTaxShelterTransInd00
IRS990/PYBenefitsPaidToMembersAmt00
IRS990/PYContributionsGrantsAmt04245921
IRS990/PYExcessBenefitTransInd00
IRS990/PYGrantsAndSimilarPaidAmt015000
IRS990/PYInvestmentIncomeAmt00
IRS990/PYOtherExpensesAmt02755609
IRS990/PYOtherRevenueAmt063905
IRS990/PYProgramServiceRevenueAmt00
IRS990/PYRevenuesLessExpensesAmt0215398
IRS990/PYSalariesCompEmpBnftPaidAmt0240976
IRS990/PYTotalExpensesAmt04094428
IRS990/PYTotalProfFndrsngExpnsAmt01082843
IRS990/PYTotalRevenueAmt04309826
IRS990/ReconcilationRevenueExpnssAmt0-115701
IRS990/RegularMonitoringEnfrcInd01
IRS990/RelatedEntityInd01
IRS990/RelatedOrganizationCtrlEntInd00
IRS990/RentalIncomeOrLossGrp/RealAmt06000
IRS990/ReportInvestmentsOtherSecInd00
IRS990/ReportLandBuildingEquipmentInd01
IRS990/ReportOtherAssetsInd01
IRS990/ReportOtherLiabilitiesInd01
IRS990/ReportProgramRelatedInvstInd00
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/EquipmentGrp/BookValueAmt02933
IRS990ScheduleD/EquipmentGrp/DepreciationAmt02401
IRS990ScheduleD/EquipmentGrp/OtherCostOrOtherBasisAmt05334
IRS990ScheduleD/FootnoteTextInd0X
IRS990ScheduleD/LeaseholdImprovementsGrp/BookValueAmt09346
IRS990ScheduleD/LeaseholdImprovementsGrp/DepreciationAmt04154
IRS990ScheduleD/LeaseholdImprovementsGrp/OtherCostOrOtherBasisAmt013500
IRS990ScheduleD/OtherAssetsOrgGrp/BookValueAmt047611
IRS990ScheduleD/OtherAssetsOrgGrp/BookValueAmt13000
IRS990ScheduleD/OtherAssetsOrgGrp/Desc0INTANGIBLE ASSETS, NET OF ACCUMULATED AMORTIZATION
IRS990ScheduleD/OtherAssetsOrgGrp/Desc1SECURITY DEPOSIT
IRS990ScheduleD/OtherLandBuildingsGrp/BookValueAmt01431
IRS990ScheduleD/OtherLandBuildingsGrp/DepreciationAmt03337
IRS990ScheduleD/OtherLandBuildingsGrp/OtherCostOrOtherBasisAmt04768
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt05176
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc0DUE TO AFFILIATE
IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt0THE ORGANIZATION HAS ADOPTED THE GUIDANCE IN THE FASB CODIFICATION TOPIC RELATED TO UNCERTAINTY IN INCOME TAXES WHICH PRESCRIBES A COMPREHENSIVE MODEL FOR RECOGNIZING, MEASURING, PRESENTING AND DISCLOSING IN THE FINANCIAL STATEMENTS UNCERTAIN TAX POSITIONS THAT THE ORGANIZATION HAS TAKEN OR EXPECTS TO TAKE IN ITS TAX RETURNS. UNDER THE GUIDANCE, THE ORGANIZATION MAY RECOGNIZE THE TAX BENEFIT FROM AN UNCERTAIN TAX POSITION ONLY IF IT IS "MORE LIKELY THAN NOT" THAT IT IS SUSTAINABLE, BASED ON ITS TECHNICAL MERITS. THE TAX BENEFITS RECOGNIZED IN THE FINANCIAL STATEMENTS FROM SUCH A POSITION SHOULD BE MEASURED BASED ON THE LARGEST BENEFIT THAT HAS A GREATER THAN 50% LIKELIHOOD OF BEING REALIZED UPON ULTIMATE SETTLEMENT WITH A TAXING AUTHORITY HAVING FULL KNOWLEDGE OF ALL RELEVANT INFORMATION. THE ORGANIZATION BELIEVES THAT IT HAS APPROPRIATE SUPPORT FOR THE POSITIONS TAKEN ON ITS RETURNS.
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc0PART X, LINE 2:
IRS990ScheduleD/TotalBookValueLandBuildingsAmt013710
IRS990ScheduleD/TotalBookValueOtherAssetsAmt050611
IRS990ScheduleD/TotalLiabilityAmt05176
IRS990ScheduleG/AgrmtProfFundraisingActyInd01
IRS990ScheduleG/EmailSolicitationsInd0X
IRS990ScheduleG/FundraiserActivityInfoGrp/ActivityTxt0DIRECT MAIL FUNDRAISING
IRS990ScheduleG/FundraiserActivityInfoGrp/FundraiserControlOfFundsInd00
IRS990ScheduleG/FundraiserActivityInfoGrp/GrossReceiptsAmt03166290
IRS990ScheduleG/FundraiserActivityInfoGrp/NetToOrganizationAmt0415163
IRS990ScheduleG/FundraiserActivityInfoGrp/OrganizationBusinessName/BusinessNameLine10AMERICAN TARGET ADVERTISING
IRS990ScheduleG/FundraiserActivityInfoGrp/RetainedByContractorAmt02751127
IRS990ScheduleG/FundraiserActivityInfoGrp/USAddress/AddressLine109625 SURVEYOR COURT STE 400
IRS990ScheduleG/FundraiserActivityInfoGrp/USAddress/City0MANASSAS
IRS990ScheduleG/FundraiserActivityInfoGrp/USAddress/State0VA
IRS990ScheduleG/FundraiserActivityInfoGrp/USAddress/ZIPCode020110
IRS990ScheduleG/InPersonSolicitationsInd0X
IRS990ScheduleG/LicensedStatesCd0AK
IRS990ScheduleG/LicensedStatesCd1AL
IRS990ScheduleG/LicensedStatesCd2AR
IRS990ScheduleG/LicensedStatesCd3AZ
IRS990ScheduleG/LicensedStatesCd4CA
IRS990ScheduleG/LicensedStatesCd5CT
IRS990ScheduleG/LicensedStatesCd6FL
IRS990ScheduleG/LicensedStatesCd7IL
IRS990ScheduleG/LicensedStatesCd8KS
IRS990ScheduleG/LicensedStatesCd9KY
IRS990ScheduleG/LicensedStatesCd10LA
IRS990ScheduleG/LicensedStatesCd11MD
IRS990ScheduleG/LicensedStatesCd12ME
IRS990ScheduleG/LicensedStatesCd13MN
IRS990ScheduleG/LicensedStatesCd14MS
IRS990ScheduleG/LicensedStatesCd15NC
IRS990ScheduleG/LicensedStatesCd16ND
IRS990ScheduleG/LicensedStatesCd17NH
IRS990ScheduleG/LicensedStatesCd18NJ
IRS990ScheduleG/LicensedStatesCd19NY
IRS990ScheduleG/LicensedStatesCd20OH
IRS990ScheduleG/LicensedStatesCd21OK
IRS990ScheduleG/LicensedStatesCd22OR
IRS990ScheduleG/LicensedStatesCd23PA
IRS990ScheduleG/LicensedStatesCd24RI
IRS990ScheduleG/LicensedStatesCd25SC
IRS990ScheduleG/LicensedStatesCd26TN
IRS990ScheduleG/LicensedStatesCd27UT
IRS990ScheduleG/LicensedStatesCd28VA
IRS990ScheduleG/LicensedStatesCd29WA
IRS990ScheduleG/LicensedStatesCd30WI
IRS990ScheduleG/LicensedStatesCd31WV
IRS990ScheduleG/MailSolicitationsInd0X
IRS990ScheduleG/PhoneSolicitationsInd0X
IRS990ScheduleG/SupplementalInformationDetail/ExplanationTxt0FIDELIS PAYS AMERICAN TARGET ADVERTISING (ATA) A PROFESSIONAL FUNDRAISER FEE OF $389,197. THE REMAINING AMOUNTS PAID TO ATA WERE REIMBURSEMENT FOR ENVELOPES, PRINTING, POSTAGE, ETC. SEE BELOW FOR DETAIL: PROFESSIONAL FUNDRAISER FEE $389,197 MAIL SHOP AND PRINTING 1,166,679 POSTAGE 444,485 SUPPLIES 133,415 OFFICE 18,957 CAGING & ESCROW 75,080 DATA PROCESSING 53,707 INTEREST EXPENSE 10,192 MAILING LIST FEES 305,059 PROMOTIONAL DOLLAR BILLS & COINS 103,816 CONTRIBUTIONS 1,115 TOTAL EXPENSES 2,701,702 CHANGE IN ESCROW ACCOUNT RETAINED BY PROFESSIONAL FUNDRAISER 49,425 TOTAL PER PART I 2,751,127
IRS990ScheduleG/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990, SCHEDULE G, PART 1, LINE 2B(V):
IRS990ScheduleG/TotalGrossReceiptsAmt03166290
IRS990ScheduleG/TotalNetToOrganizationAmt0415163
IRS990ScheduleG/TotalRetainedByContractorsAmt02751127
IRS990/ScheduleJRequiredInd00
IRS990ScheduleL/BusTrInvolveInterestedPrsnGrp/NameOfInterested/BusinessName/BusinessNameLine10VERVEMAIL (BRIAN BURCH)
IRS990ScheduleL/BusTrInvolveInterestedPrsnGrp/RelationshipDescriptionTxt0BRIAN BURCH, PRESIDENT, IS 33% OWNER OF VERVEMAIL, A VENDOR OF FIDELIS.
IRS990ScheduleL/BusTrInvolveInterestedPrsnGrp/SharingOfRevenuesInd00
IRS990ScheduleL/BusTrInvolveInterestedPrsnGrp/TransactionAmt081075
IRS990ScheduleL/BusTrInvolveInterestedPrsnGrp/TransactionDesc0EMAIL MARKETING
IRS990ScheduleL/LoansBtwnOrgInterestedPrsnGrp/BalanceDueAmt076964
IRS990ScheduleL/LoansBtwnOrgInterestedPrsnGrp/BoardOrCommitteeApprovalInd01
IRS990ScheduleL/LoansBtwnOrgInterestedPrsnGrp/DefaultInd00
IRS990ScheduleL/LoansBtwnOrgInterestedPrsnGrp/LoanPurposeTxt0START-UP COSTS
IRS990ScheduleL/LoansBtwnOrgInterestedPrsnGrp/LoanToOrganizationInd0X
IRS990ScheduleL/LoansBtwnOrgInterestedPrsnGrp/OriginalPrincipalAmt075000
IRS990ScheduleL/LoansBtwnOrgInterestedPrsnGrp/PersonNm0ANN LONGON
IRS990ScheduleL/LoansBtwnOrgInterestedPrsnGrp/RelationshipWithOrgTxt0BOARD MEMBER
IRS990ScheduleL/LoansBtwnOrgInterestedPrsnGrp/WrittenAgreementInd01
IRS990ScheduleL/TotalBalanceDueAmt076964
IRS990/ScheduleORequiredInd01
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0BRIAN BURCH, PRESIDENT, AND THOMAS DILLON, DIRECTOR, WERE JOINT OWNERS OF AN INVESTMENT PROPERTY THAT WAS SOLD IN 2013.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1CORPORATION NON-VOTING MEMBERSHIP IS OPEN TO INDIVIDUALS WHO SUPPORT THE PURPOSES AND POLICIES OF THE CORPORATION. MEMBERSHIP MAY BE OBTAINED BY DONATING AT LEAST $1 ANNUALLY AS PRESCRIBED BY THE BOARD OF DIRECTORS OR AFFIRMING ANNUALLY THE DESIRE TO BE A MEMBER AS PRESCRIBED BY THE BOARD AND, ONE OF THE FOLLOWING: VOTING IN AN ANNUAL ELECTION ON A POLICY QUESTION, OR COMPLETING A MEMBERSHIP SURVEY. BENEFITS OF BECOMING A MEMBER INCLUDE PARTICIPATION IN AN ANNUAL SURVEY AND ACCESS TO EXCLUSIVE NEWS, COMMENTARY, AND THE ABILITY TO DONATE TO OUR POLITICAL ACTION COMMITTEE.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2THE ORGANIZATION HAS NO COMMITTEE WITH AUTHORITY TO ACT ON BEHALF OF THE GOVERNING BODY.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3A DRAFT OF FORM 990 WAS ELECTRONICALLY DISSEMINATED TO ALL DIRECTORS. ANY QUESTIONS RELATED TO THE RETURN WERE DISCUSSED AND RESOLVED, AND THE BOARD APPROVED FORM 990 PRIOR TO FILING.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4THE BOARD OF DIRECTORS HAS DIRECTED THE PRESIDENT TO HOLD A WEEKLY STATUS TELEPHONE CONFERENCE TO UPDATE KEY STAFF AND ANY PARTICIPATING BOARD MEMBERS ON ALL RELEVANT ISSUES RELATED TO MANAGEMENT AND OPERATIONS OF THE ORGANIZATION. IN EACH OF THESE WEEKLY CALLS, THE BOARD OF DIRECTORS IS INVITED TO PARTICIPATE. AS A PART OF THIS WEEKLY STATUS CALL, KEY STAFF AND OFFICERS ARE EXPECTED TO DISCLOSE ANY AND ALL ISSUES THAT MAY INVOLVE A CONFLICT OF INTEREST BETWEEN STAFF, OFFICERS OR KEY EMPLOYEES. IF AND WHEN ANY ISSUE OF CONCERN IS RAISED, THE PRESIDENT IS REQUIRED TO NOTIFY THE BOARD IN ITS ENTIRETY. THE BOARD MAY ELECT TO INITIATE AN OFFICIAL MEETING OF ITS MEMBERS OR OF THE COMPENSATION AND AUDIT COMMITTEE TO RESOLVE THE CONFLICT. THE BOARD COMPENSATION AND AUDIT COMMITTEE IS MADE UP OF ALL NON-COMPENSATED MEMBERS OF THE BOARD OF DIRECTORS, AND CONSTITUTES A MAJORITY OF THE BOARD. THIS COMMITTEE IS AUTHORIZED TO ACT UPON AND RESOLVE ANY CONFLICTS OF INTEREST BROUGHT TO THE ATTENTION OF MANAGEMENT OR THE BOARD OF DIRECTORS.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5THE BOARD CREATED AN AUDIT AND COMPENSATION COMMITTEE TO REVIEW AND APPROVE COMPENSATION FOR THE PRESIDENT/CEO. THE BOARD REVIEWED RELEVANT DATA CONCERNING COMPARABLE COMPENSATION FOR THE PRESIDENT/CEO OF SIMILAR ORGANIZATIONS AND APPROVED COMPENSATION BASED ON THIS AND OTHER DATA. THERE ARE NO OTHER COMPENSATED OFFICERS OR KEY EMPLOYEES OTHER THAN THE PRESIDENT/CEO.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt6THE GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY, AND FINANCIAL STATEMENTS ARE AVAILABLE UPON REQUEST.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt7THE ORGANIZATION HAS NOT MADE ANY CHANGES TO THE PROCESS FROM THE PRIOR YEAR.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt8BRIAN BURCH, THE PRESIDENT, SPENDS 15 HOURS PER WEEK OF HIS TIME AT A RELATED ORGANIZATION, FIDELIS CENTER FOR LAW AND POLICY, A 501(C)(3) ORGANIZATION. THE ORGANIZATION PAID THE MAJORITY OF BRIAN'S SALARY AND DONATED APPROXIMATELY $35,000 OF HIS TIME TO THE CENTER.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990, PART VI, SECTION A, LINE 2
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990, PART VI, SECTION A, LINE 6
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990, PART VI, SECTION A, LINE 8B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3FORM 990, PART VI, SECTION B, LINE 11
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4FORM 990, PART VI, SECTION B, LINE 12C
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc5FORM 990, PART VI, SECTION B, LINE 15A
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc6FORM 990, PART VI, SECTION C, LINE 19
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc7FORM 990, PART XII, LINE 2C:
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc8FORM 990, PART VII, SECTION A:
IRS990ScheduleR/AssetExchangeInd00
IRS990ScheduleR/AssetPurchaseFromOtherOrgInd00
IRS990ScheduleR/AssetSaleToOtherOrgInd00
IRS990ScheduleR/DivRelatedOrganizationInd00
IRS990ScheduleR/GiftGrntCapContriFromOthOrgInd00
IRS990ScheduleR/GiftGrntOrCapContriToOthOrgInd00
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/ControlledOrganizationInd00
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/ControlledOrganizationInd10
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/DirectControllingEntityName/BusinessNameLine10NONE
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/DirectControllingEntityName/BusinessNameLine11NONE
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/DisregardedEntityName/BusinessNameLine10FIDELIS CENTER FOR LAW AND POLICY
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/DisregardedEntityName/BusinessNameLine11FIDELIS MEDIA FUND
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/EIN0202787890
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/EIN1202604031
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/ExemptCodeSectionTxt0501(C)(3)
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/ExemptCodeSectionTxt1527
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/LegalDomicileStateCd0MI
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/LegalDomicileStateCd1MI
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/PrimaryActivitiesTxt0NATIONAL EDUCATIONAL AND LEGAL ADVOCACY PROGRAMS
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/PrimaryActivitiesTxt1LEGISLATIVE AND POLITICAL ACTIVITES
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/PublicCharityStatusTxt0170(B)(1)(A)VI
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/AddressLine10P O BOX 2709
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/AddressLine11P O BOX 2709
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/City0CHICAGO
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/City1CHICAGO
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/State0IL
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/State1IL
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/ZIPCode060690
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/ZIPCode160690
IRS990ScheduleR/LoansOrGuaranteesFromOthOrgInd00
IRS990ScheduleR/LoansOrGuaranteesToOtherOrgInd00
IRS990ScheduleR/PaidEmployeesSharingInd01
IRS990ScheduleR/PerformOfServicesByOtherOrgInd00
IRS990ScheduleR/PerformOfServicesForOthOrgInd00
IRS990ScheduleR/ReceiptOfIntAnntsRntsRyltsInd00
IRS990ScheduleR/ReimbursementPaidByOtherOrgInd00

Document Assets

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Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2022Facts available. Structured filing facts are available, but richer extracted sections are limited.$4.17$0.31$3.87$9.36$8.01$1.35
2021Facts available. Structured filing facts are available, but richer extracted sections are limited.$2.64$0.12$2.52$4.75$4.92$0.17
2020Facts available. Structured filing facts are available, but richer extracted sections are limited.$2.84$0.15$2.68$13.1$11.7$1.45
2019Detailed filing. Detailed filing data is available for this year.$1.32$0.08$1.24$4.10$3.20$0.90
2018Detailed filing. Detailed filing data is available for this year.$0.44$0.11$0.34$3.30$3.08$0.22
2017Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.26$0.14$0.12$2.39$2.63$0.25
2016Summary only. Only limited summary data is available for this year.$0.51$0.14$0.37$4.30$3.82$0.48
2015Detailed filing. Detailed filing data is available for this year.$0.06$0.18$0.12$2.04$2.18$0.14
2014Detailed filing. Detailed filing data is available for this year.$0.20$0.18$0.02$3.49$3.54$0.05
2013Detailed filing. Detailed filing data is available for this year.$0.23$0.15$0.07$3.35$3.46$0.12
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.38$0.19$0.19$4.09
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.14$0.17$0.03$1.40