Civic Intelligence

Fidelis Foundation

990EZ • Fiscal year 2021 • EIN 26-0450738

Jan 01, 2021 to Dec 31, 2021 • Filed on Jan 19, 2022

6320 Olde Wadsworth BlvdArvada, CO 80003

(303) 424-5037

Siviq Scores

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

Liabilities / Assets

56th percentile

0.00x

Tied with the lowest-debt nonprofits in its peer group.

2021 filings • 501(c)3 • <$500k nonprofits • Source year 2021

Liabilities / Revenue

56th percentile

0.00x

Tied with the lowest-debt nonprofits in its peer group.

2021 filings • 501(c)3 • <$500k nonprofits • Source year 2021

Net Margin

74th percentile

29%

Higher net margin than 74% of similar nonprofits.

2021 filings • 501(c)3 • <$500k nonprofits • Source year 2021

Top Officer Pay

77th percentile

$0

Higher top officer pay than 77% of similar nonprofits.

Top officer pay equals 0.0% of source-year revenue.

2021 filings • 501(c)3 • <$500k nonprofits • Source year 2021

Asset Growth

50th percentile

5.6%

Faster asset growth than 50% of similar nonprofits.

2021 filings • 501(c)3 • <$500k nonprofits • Annualized from 2018 to 2021

Revenue Growth

47th percentile

1.0%

Faster revenue growth than 47% of similar nonprofits.

2021 filings • 501(c)3 • <$500k nonprofits • Annualized from 2018 to 2021

Assets

Up

$78,167

Up $11,789 (+18%) from 2018

Net Assets

Up

$78,167

Up $11,789 (+18%) from 2018

Liabilities

$0

No earlier filing loaded for comparison.

Revenue

Up

$18,893

Up $537 (+2.9%) from 2018

Expenses

Down

$13,368

Down $2,766 (-17%) from 2018

Net Income

Up

$5,525

Up $3,303 (+149%) from 2018

Historical Trend

Balance Sheet Trend

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

$150K$100K$50K$0Assets 2012: $43,280Net Assets 2012: $43,2802012Assets 2013: $46,291Net Assets 2013: $46,2912013Assets 2014: $52,722Net Assets 2014: $52,7222014Assets 2015: $58,667Net Assets 2015: $58,6672015Assets 2016: $62,010Net Assets 2016: $62,0102016Assets 2017: $64,156Net Assets 2017: $64,1562017Assets 2018: $66,378Net Assets 2018: $66,3782018Assets 2021: $78,167Liabilities 2021: $0Net Assets 2021: $78,1672021Assets 2022: $89,043Liabilities 2022: $13,500Net Assets 2022: $75,5432022Assets 2023: $97,961Liabilities 2023: $13,500Net Assets 2023: $84,4612023Assets 2024: $105,118Liabilities 2024: $19,500Net Assets 2024: $85,6182024Assets 2025: $110,943Liabilities 2025: $18,000Net Assets 2025: $92,9432025

Highlighted filing

2021

Assets$78,167
Liabilities$0
Net Assets$78,167

Operations Trend

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

$30K$20K$10K$0-$10KRevenue 2012: $13,140Expenses 2012: $7,515Net Income 2012: $5,6252012Revenue 2013: $12,524Expenses 2013: $9,513Net Income 2013: $3,0112013Revenue 2014: $19,483Expenses 2014: $13,052Net Income 2014: $6,4312014Revenue 2015: $19,200Expenses 2015: $13,255Net Income 2015: $5,9452015Revenue 2016: $17,635Expenses 2016: $14,292Net Income 2016: $3,3432016Revenue 2017: $17,163Expenses 2017: $15,017Net Income 2017: $2,1462017Revenue 2018: $18,356Expenses 2018: $16,134Net Income 2018: $2,2222018Revenue 2021: $18,893Expenses 2021: $13,368Net Income 2021: $5,5252021Revenue 2022: $19,441Expenses 2022: $22,065Net Income 2022: -$2,6242022Revenue 2023: $17,970Expenses 2023: $9,052Net Income 2023: $8,9182023Revenue 2024: $18,762Expenses 2024: $11,605Net Income 2024: $7,1572024Revenue 2025: $20,361Expenses 2025: $14,536Net Income 2025: $5,8252025

Highlighted filing

2021

Revenue$18,893
Expenses$13,368
Net Income$5,525
Jump To
Filing Snapshot
Filing Period
Jan 1, 2021 to Dec 31, 2021
Signed
Jan 19, 2022
Return Version
2021v4.1
Gross Receipts
$32,462
Mission and Program Overview

Mission

Provide scholarships to deserving studen

Program Services

DescriptionGrantsExpenses
STUDENTS RECEIVING SCHOLARSHIPS HOLY FAMILY HIGH SCH($2000 EACH): ELLI JO MUSGROVE RAELYNN PICKUP WILLIAM GALLEGOS. MULLEN HIGH SCH: MAKAYLA ALPERS CANDENCE HURTADO.-$10,000
STUDENTS RECEIVING SCHOLARSHIPS: ARRUPE JESUIT HIGH SCHOOL($2000 EACH): LOUIS SALAS-$2,000
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
TONI JONESTreasurer-$0--
MARY ANN EGGLESTONPresident-$0--
SEANN DWYERSecretary-$0--
JUSTIN DICKSONDirector-$0--
KRISTEN GASPERDirector-$0--
Filing and Contact Details

Filer

Filer Name
Fidelis Foundation
EIN
26-0450738
Address
6320 OLDE WADSWORTH BLVD, ARVADA, CO 80003

Signing Officer

Name
Mary a Eggleston
Title
President
Phone
3034245037
Signed
2022-01-19
Discuss with paid preparer
No

Preparer

Firm
Charles Walters & Associates PC
Address
16145 Table Mountain Parkway, Golden, CO 80403
Preparer
Brian Anthony Walters
Phone
3034214105
Supplemental Narrative

Additional Explanations

General explanation attachment

Form 990-ez, part v, regarding transfers associated with personal benefit contracts.(a)did the organization, during the year, receive any funds, directly or indirectly, to pay premiums on a personal benefit contract?no.(b)did the organization, during the year, pay premiums, directly or indirectly, on a personal benefit contract?no

List of grants and similar amounts paid Part I line 10

Activity scholarship grantee holy family high school street 5195 west 144th ave city, state, zip broomfield, co 80023relationship none amount 6,000activity scholarship grantee mullen high school street 3601 s lowell blvd city, state, zip denver, co 80206relationship none amount 4,000activity scholarship grantee arrupe jesuit high school street 4343 utica st city, state, zip denver, co 80212relationship none amount 2,000

Description of other expenses Part I line 16

Description amountbusiness registration fees 10

Description of total liabilities Part II line 26

Category beginning of year end of yearcredit card payable 240 0

Raw XML Appendix176 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.

Path#Value
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IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0ARVADA
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0CO
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd080003
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IRS990EZ/LandAndBuildingsGrp/BOYAmt00
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IRS990EZ/LobbyingActivitiesInd0false
IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MethodOfAccountingCashInd0X
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt00
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt20
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt40
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0TONI JONES
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1MARY ANN EGGLESTON
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2SEANN DWYER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3JUSTIN DICKSON
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm4KRISTEN GASPER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0TREASURER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1PRESIDENT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2SECRETARY
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3DIRECTOR
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt4DIRECTOR
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherAssetsTotalDetail/BOYAmt00
IRS990EZ/OtherAssetsTotalDetail/EOYAmt00
IRS990EZ/OtherExpensesTotalAmt010
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0PROVIDE SCHOLARSHIPS TO DESERVING STUDEN
IRS990EZ/PrintingPublicationsPostageAmt0488
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0STUDENTS RECEIVING SCHOLARSHIPS HOLY FAMILY HIGH SCH($2000 EACH): ELLI JO MUSGROVE RAELYNN PICKUP WILLIAM GALLEGOS. MULLEN HIGH SCH: MAKAYLA ALPERS CANDENCE HURTADO.
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt1STUDENTS RECEIVING SCHOLARSHIPS: ARRUPE JESUIT HIGH SCHOOL($2000 EACH): LOUIS SALAS
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt010000
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt12000
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
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IRS990EZ/SpecialEventsDirectExpensesAmt013569
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/SumOfTotalLiabilitiesGrp/BOYAmt0240
IRS990EZ/SumOfTotalLiabilitiesGrp/EOYAmt00
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TotalExpensesAmt013368
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IRS990EZ/TotalRevenueAmt018893
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990EZ/WebsiteAddressTxt0N/A
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IRS990ScheduleB/ContributorInformationGrp/ContributorBusinessName/BusinessNameLine10RESTRICTED
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IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/ZIPCode0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/TotalContributionsAmt0RESTRICTED
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0FORM 990-EZ, PART V, REGARDING TRANSFERS ASSOCIATED WITH PERSONAL BENEFIT CONTRACTS.(A)DID THE ORGANIZATION, DURING THE YEAR, RECEIVE ANY FUNDS, DIRECTLY OR INDIRECTLY, TO PAY PREMIUMS ON A PERSONAL BENEFIT CONTRACT?NO.(B)DID THE ORGANIZATION, DURING THE YEAR, PAY PREMIUMS, DIRECTLY OR INDIRECTLY, ON A PERSONAL BENEFIT CONTRACT?NO
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1ACTIVITY SCHOLARSHIP GRANTEE HOLY FAMILY HIGH SCHOOL STREET 5195 WEST 144TH AVE CITY, STATE, ZIP BROOMFIELD, CO 80023RELATIONSHIP NONE AMOUNT 6,000ACTIVITY SCHOLARSHIP GRANTEE MULLEN HIGH SCHOOL STREET 3601 S LOWELL BLVD CITY, STATE, ZIP DENVER, CO 80206RELATIONSHIP NONE AMOUNT 4,000ACTIVITY SCHOLARSHIP GRANTEE ARRUPE JESUIT HIGH SCHOOL STREET 4343 UTICA ST CITY, STATE, ZIP DENVER, CO 80212RELATIONSHIP NONE AMOUNT 2,000
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2DESCRIPTION AMOUNTBUSINESS REGISTRATION FEES 10
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3CATEGORY BEGINNING OF YEAR END OF YEARCREDIT CARD PAYABLE 240 0
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0General explanation attachment
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1List of grants and similar amounts paid Part I line 10
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Description of other expenses Part I line 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3Description of total liabilities Part II line 26
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/AuthenticationAssuranceLevelCd0AAL2
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/IdentityAssuranceLevelCd0IAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/OOBSecurityVerificationCd000
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/TrustedCustomerCd00
ReturnHeader/BuildTS02022-09-23 18:48:47Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0false
ReturnHeader/BusinessOfficerGrp/PersonNm0MARY A EGGLESTON
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0PRESIDENT
ReturnHeader/BusinessOfficerGrp/PhoneNum03034245037
ReturnHeader/BusinessOfficerGrp/SignatureDt02022-01-19
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ReturnHeader/Filer/BusinessNameControlTxt0FIDE
ReturnHeader/Filer/EIN0260450738
ReturnHeader/Filer/USAddress/AddressLine1Txt06320 OLDE WADSWORTH BLVD
ReturnHeader/Filer/USAddress/CityNm0ARVADA
ReturnHeader/Filer/USAddress/StateAbbreviationCd0CO
ReturnHeader/Filer/USAddress/ZIPCd080003
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0841094530
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0Charles Walters & Associates PC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt016145 Table Mountain Parkway
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0Golden
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0CO
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd080403
ReturnHeader/PreparerPersonGrp/PhoneNum03034214105
ReturnHeader/PreparerPersonGrp/PreparationDt02022-01-27
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0BRIAN ANTHONY WALTERS
ReturnHeader/ReturnTs02022-01-27T18:35:17-05:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0MARY
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0EGGLESTON
ReturnHeader/TaxPeriodBeginDt02021-01-01
ReturnHeader/TaxPeriodEndDt02021-12-31
ReturnHeader/TaxYr02021

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