Civic Intelligence

Fidelis Foundation

990EZ • Fiscal year 2023 • EIN 26-0450738

Jan 01, 2023 to Dec 31, 2023 • Filed on Feb 09, 2024

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

82nd percentile

0.14x

Higher debt load relative to assets than 82% of similar nonprofits.

2023 filings • 501(c)3 • <$500k nonprofits • Source year 2023

Liabilities / Revenue

94th percentile

0.75x

Higher debt load relative to revenue than 94% of similar nonprofits.

2023 filings • 501(c)3 • <$500k nonprofits • Source year 2023

Net Margin

90th percentile

50%

Higher net margin than 90% of similar nonprofits.

2023 filings • 501(c)3 • <$500k nonprofits • Source year 2023

Top Officer Pay

78th percentile

$0

Higher top officer pay than 78% of similar nonprofits.

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

2023 filings • 501(c)3 • <$500k nonprofits • Source year 2023

Asset Growth

64th percentile

10%

Faster asset growth than 64% of similar nonprofits.

2023 filings • 501(c)3 • <$500k nonprofits • Annualized from 2022 to 2023

Revenue Growth

36th percentile

-7.6%

Faster revenue growth than 36% of similar nonprofits.

2023 filings • 501(c)3 • <$500k nonprofits • Annualized from 2022 to 2023

Assets

Up

$97,961

Up $8,918 (+10%) from 2022

Net Assets

Up

$84,461

Up $8,918 (+12%) from 2022

Liabilities

Flat

$13,500

Flat from 2022

Revenue

Down

$17,970

Down $1,471 (-7.6%) from 2022

Expenses

Down

$9,052

Down $13,013 (-59%) from 2022

Net Income

Up

$8,918

Up $11,542 (+440%) from 2022

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

2023

Assets$97,961
Liabilities$13,500
Net Assets$84,461

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

2023

Revenue$17,970
Expenses$9,052
Net Income$8,918
Jump To
Filing Snapshot
Filing Period
Jan 1, 2023 to Dec 31, 2023
Signed
Feb 9, 2024
Return Version
2023v4.0
Gross Receipts
$31,921
Mission and Program Overview

Mission

Provide scholarships to deserving studen

Program Services

DescriptionGrantsExpenses
STUDENTS RECEIVING SCHOLARSHIPS: REGIS JESUIT HIGH SCHOOL($1500 EACH): MADISON BOWIE. JOHN PAUL THE GREAT HIGH SCH: GIANNA CAPONE & ARRUPE JESUIT HIGH SCHOOL: DEBORA PEREA$4,500-
STUDENTS RECEIVING SCHOLARSHIPS HOLY FAMILY HIGH SCH($1500 EACH): SARAHI ZAMARRON. BISHOP MACHEBEUF HIGH SCH: JESSICA RAMIREZ$3,000-
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
TONI JONESTreasurer-$0--
MARY ANN EGGLESTONPresident-$0--
SEANN DWYERSecretary-$0--
JUSTIN DICKSONDirector-$0--
LISA COTTINGHAMDirector-$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
2024-02-09
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 1,500activity scholarship grantee bishop machebeuf high school street 458 uinta way city, state, zip denver, co 80230relationship none amount 1,500activity scholarship grantee regis jesuit high school street 6300 s lewiston way city, state, zip aurora, co 80016relationship none amount 1,500activity scholarship grantee john paul the great high school street 2330 south sherman street city, state, zip denver, co 80210relationship none amount 1,500activity scholarship grantee arrupe jesuit high school street 4343 utica street city, state, zip denver, co 80212relationship none amount 1,500

Description of other expenses Part I line 16

Description amountbusiness registration fees 100interest expense 1

Description of total liabilities Part II line 26

Category beginning of year end of yearscholarship payable holy famil 4,500 4,500scholarship payable bishop mac 4,500 4,500scholarship payable regis jesu 4,500 4,500

Raw XML Appendix177 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/PhoneNum03034245037
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IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0ARVADA
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IRS990EZ/LandAndBuildingsGrp/BOYAmt00
IRS990EZ/LandAndBuildingsGrp/EOYAmt00
IRS990EZ/LobbyingActivitiesInd0false
IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MethodOfAccountingCashInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt075543
IRS990EZ/NetAssetsOrFundBalancesEOYAmt084461
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt075543
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt084461
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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/PersonNm4LISA COTTINGHAM
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/OtherExpensesTotalAmt0101
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0PROVIDE SCHOLARSHIPS TO DESERVING STUDEN
IRS990EZ/PrintingPublicationsPostageAmt0541
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0STUDENTS RECEIVING SCHOLARSHIPS HOLY FAMILY HIGH SCH($1500 EACH): SARAHI ZAMARRON. BISHOP MACHEBEUF HIGH SCH: JESSICA RAMIREZ
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt1STUDENTS RECEIVING SCHOLARSHIPS: REGIS JESUIT HIGH SCHOOL($1500 EACH): MADISON BOWIE. JOHN PAUL THE GREAT HIGH SCH: GIANNA CAPONE & ARRUPE JESUIT HIGH SCHOOL: DEBORA PEREA
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IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/SchoolOperatingInd0false
IRS990EZ/SpecialEventsDirectExpensesAmt013951
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/SumOfTotalLiabilitiesGrp/BOYAmt013500
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IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TotalExpensesAmt09052
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IRS990EZ/TotalRevenueAmt017970
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990EZ/WebsiteAddressTxt0N/A
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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 1,500ACTIVITY SCHOLARSHIP GRANTEE BISHOP MACHEBEUF HIGH SCHOOL STREET 458 UINTA WAY CITY, STATE, ZIP DENVER, CO 80230RELATIONSHIP NONE AMOUNT 1,500ACTIVITY SCHOLARSHIP GRANTEE REGIS JESUIT HIGH SCHOOL STREET 6300 S LEWISTON WAY CITY, STATE, ZIP AURORA, CO 80016RELATIONSHIP NONE AMOUNT 1,500ACTIVITY SCHOLARSHIP GRANTEE JOHN PAUL THE GREAT HIGH SCHOOL STREET 2330 SOUTH SHERMAN STREET CITY, STATE, ZIP DENVER, CO 80210RELATIONSHIP NONE AMOUNT 1,500ACTIVITY SCHOLARSHIP GRANTEE ARRUPE JESUIT HIGH SCHOOL STREET 4343 UTICA STREET CITY, STATE, ZIP DENVER, CO 80212RELATIONSHIP NONE AMOUNT 1,500
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2DESCRIPTION AMOUNTBUSINESS REGISTRATION FEES 100INTEREST EXPENSE 1
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3CATEGORY BEGINNING OF YEAR END OF YEARSCHOLARSHIP PAYABLE HOLY FAMIL 4,500 4,500SCHOLARSHIP PAYABLE BISHOP MAC 4,500 4,500SCHOLARSHIP PAYABLE REGIS JESU 4,500 4,500
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/AuthenticationAssuranceLevelCd0AAL1
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ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/OOBSecurityVerificationCd000
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ReturnHeader/BuildTS02023-04-26 12:10:37Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0false
ReturnHeader/BusinessOfficerGrp/PersonNm0MARY A EGGLESTON
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0PRESIDENT
ReturnHeader/BusinessOfficerGrp/PhoneNum03034245037
ReturnHeader/BusinessOfficerGrp/SignatureDt02024-02-09
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ReturnHeader/Filer/BusinessNameControlTxt0FIDE
ReturnHeader/Filer/EIN0260450738
ReturnHeader/Filer/USAddress/AddressLine1Txt06320 OLDE WADSWORTH BLVD
ReturnHeader/Filer/USAddress/CityNm0ARVADA
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ReturnHeader/Filer/USAddress/ZIPCd080003
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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/PreparationDt02024-03-05
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0BRIAN ANTHONY WALTERS
ReturnHeader/ReturnTs02024-03-05T09:07:08-05:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0MARY
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0EGGLESTON
ReturnHeader/TaxPeriodBeginDt02023-01-01
ReturnHeader/TaxPeriodEndDt02023-12-31
ReturnHeader/TaxYr02023

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