FIDELIS: Form 990, tax year 2023
View the entire original 990 at ProPublica ↗
- Organization
- FIDELIS (EIN 20-2603413)
- Tax period
- 2023-01-01 to 2023-12-31
- Filed
- 2024-11-15
- IRS object ID
- 202413209349314741
- Schema version
- 2023v5.1
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2024-11-15T13:30:07-06:00 | ReturnTs |
| Tax Period End | 2023-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 362170602 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | WARADY & DAVIS LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1717 DEERFIELD RD SUITE 300S | AddressLine1Txt |
| City | DEERFIELD | CityNm |
| State Abbreviation | IL | StateAbbreviationCd |
| ZIP | 60015 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnTypeCd |
| Tax Period Begin | 2023-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 202603413 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | FIDELIS | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | FIDE | BusinessNameControlTxt |
| Phone | 3122016557 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 3310 | AddressLine1Txt |
| City | CARAMEL | CityNm |
| State Abbreviation | IN | StateAbbreviationCd |
| ZIP | 46082 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | BRIAN BURCH | PersonNm |
| Person Title | PRESIDENT | PersonTitleTxt |
| Phone | 3176696127 | PhoneNum |
| Signature | 2024-11-15 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IRS Responsible Prty Info Curr | Yes (1) | IRSResponsiblePrtyInfoCurrInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | CHRISTOPHER STRAUB | PreparerPersonNm |
| PTIN | P01278490 | PTIN |
| Phone | 8472679600 | PhoneNum |
| Preparation | 2024-11-15 | PreparationDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2023 | TaxYr |
| Build TS | 2024-10-15 13:58:12Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Change | Yes (X) | AddressChangeInd |
| Principal Officer | BRIAN BURCH | PrincipalOfficerNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 3310 | AddressLine1Txt |
| City | CARAMEL | CityNm |
| State Abbreviation | IN | StateAbbreviationCd |
| ZIP | 46082 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | $4,531,982 | GrossReceiptsAmt |
| Group Return For Affiliates | 0 | GroupReturnForAffiliatesInd |
| Organization501c | Yes (X) | Organization501cInd |
| Website Address | WWW.CATHOLICVOTE.ORG | WebsiteAddressTxt |
| Type Of Organization Corp | Yes (X) | TypeOfOrganizationCorpInd |
| Formation | 2005 | FormationYr |
| Legal Domicile State | MI | LegalDomicileStateCd |
| Activity Or Mission | CATHOLIC GRASSROOTS EDUCATION AND CIVIC ACTION TO DEFEND LIFE, FAITH, AND FAMILY. | ActivityOrMissionDesc |
| Voting Members Governing Body | 10 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 8 | VotingMembersIndependentCnt |
| Total Employee | 30 | TotalEmployeeCnt |
| Total Volunteers | 445 | TotalVolunteersCnt |
| Total Gross UBI | $0 | TotalGrossUBIAmt |
| Net Unrelated Bus Txbl Incm | $0 | NetUnrelatedBusTxblIncmAmt |
| PY Contributions Grants | $9,346,922 | PYContributionsGrantsAmt |
| CY Contributions Grants | $4,516,028 | CYContributionsGrantsAmt |
| PY Program Service Revenue | $0 | PYProgramServiceRevenueAmt |
| CY Program Service Revenue | $0 | CYProgramServiceRevenueAmt |
| PY Investment Income | $0 | PYInvestmentIncomeAmt |
| CY Investment Income | $0 | CYInvestmentIncomeAmt |
| PY Other Revenue | $9,363 | PYOtherRevenueAmt |
| CY Other Revenue | $5,748 | CYOtherRevenueAmt |
| PY Total Revenue | $9,356,285 | PYTotalRevenueAmt |
| CY Total Revenue | $4,521,776 | CYTotalRevenueAmt |
| PY Grants And Similar Paid | $700,000 | PYGrantsAndSimilarPaidAmt |
| CY Grants And Similar Paid | $0 | CYGrantsAndSimilarPaidAmt |
| PY Benefits Paid To Members | $0 | PYBenefitsPaidToMembersAmt |
| CY Benefits Paid To Members | $0 | CYBenefitsPaidToMembersAmt |
| PY Salaries Comp Emp Bnft Paid | $1,085,802 | PYSalariesCompEmpBnftPaidAmt |
| CY Salaries Comp Emp Bnft Paid | $1,673,760 | CYSalariesCompEmpBnftPaidAmt |
| PY Total Prof Fndrsng Expns | $0 | PYTotalProfFndrsngExpnsAmt |
| CY Total Prof Fndrsng Expns | $0 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $1,209,686 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $6,219,610 | PYOtherExpensesAmt |
| CY Other Expenses | $4,108,695 | CYOtherExpensesAmt |
| PY Total Expenses | $8,005,412 | PYTotalExpensesAmt |
| CY Total Expenses | $5,782,455 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | $1,350,873 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | -$1,260,679 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $4,172,526 | TotalAssetsBOYAmt |
| Total Assets EOY | $2,912,051 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $305,474 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $305,678 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | $3,867,052 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $2,606,373 | NetAssetsOrFundBalancesEOYAmt |
| Info In Schedule O Part III | Yes (X) | InfoInScheduleOPartIIIInd |
| 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. | MissionDesc |
| Significant New Program Srvc | 0 | SignificantNewProgramSrvcInd |
| Significant Change | 0 | SignificantChangeInd |
| Expense | $3,844,997 | ExpenseAmt |
| Desc | FIDELIS IS A NATIONAL CATHOLIC ADVOCACY GROUP ORGANIZED TO EDUCATE AND INSPIRE EVERY CATHOLIC IN AMERICA TO LIVE OUT THEIR FAITH IN PUBLIC LIFE. FIDELIS CARRIES OUT THIS WORK PRINCIPALLY THROUGH A D/B/A "CATHOLICVOTE CIVIC ACTION OR CATHOLICVOTE.ORG" WHICH PROVIDES CATHOLIC CITIZENS AND CONCERNED AMERICANS CRITICAL NEWS, COMMENTARY, EDUCATIONAL AND ADVOCACY RESOURCES ON A RANGE OF PUBLIC POLICY QUESTIONS, INCLUDING THE FOUNDATIONAL ISSUES OF MARRIAGE, PARENTAL RIGHTS IN EDUCATION, RELIGIOUS LIBERTY, ECONOMIC JUSTICE, AND THE SANCTITY OF HUMAN LIFE FROM CONCEPTION TO NATURAL DEATH.DURING 2023, IN FURTHERANCE OF THIS MISSION, FIDELIS PROGRAMS INCLUDED OVER 2 MILLION POSTAL MAILINGS, 198.4 MILLION EMAIL MESSAGES, HUNDREDS OF VIDEOS AND SOCIAL MEDIA POSTS, ALONG WITH TELEVISION, INTERNET AND RADIO ADVERTISING WATCHED AND SHARED BY MILLIONS OF ENGAGED CITIZENS. DURING THE YEAR, CATHOLICVOTE SOUGHT TO HOLD PUBLIC OFFICIALS ACCOUNTABLE BY PRODUCING OP-EDS, GRASSROOTS ACTIVISM, WEB REPORTS, CANDIDATE SCORECARDS, AND PUBLIC ADVOCACY AIMED TO PROTECT THE INTEGRITY OF CATHOLIC SACRAMENTAL LIFE FROM PUBLIC OFFICIALS WHO CREATE DIVISION AND DISUNITY IN THE CHURCH.AS PERMITTED BY LAW, A SMALL PORTION OF OUR EXPENDITURES DURING THE YEAR INVOLVED DIRECT ADVOCACY FOR QUALIFIED CANDIDATES DURING THE 2023 STATE BALLOT INITIATIVE FIGHT IN OHIO, CARRIED OUT THROUGH INDEPENDENT EXPENDITURES, NOT COORDINATED WITH ANY CANDIDATE OR CANDIDATE COMMITTEES. THESE INDEPENDENT EXPENDITURES INCLUDED TEXT MESSAGES, VOTER MOBILIZATION PHONE CALLS, AND DIGITAL ADS MARKETED TO CATHOLIC VOTERS ACROSS THE STATE. | Desc |
| Total Program Service Expenses | $3,844,997 | TotalProgramServiceExpensesAmt |
| Described In Section501c3 | 0 | DescribedInSection501c3Ind |
| Schedule B Required | Yes (1) | ScheduleBRequiredInd |
| Political Campaign Acty | 0 | PoliticalCampaignActyInd |
| Subject To Proxy Tax | 0 | SubjectToProxyTaxInd |
| Donor Advised Fund | 0 | DonorAdvisedFundInd |
| Conservation Easements | 0 | ConservationEasementsInd |
| Collections Of Art | 0 | CollectionsOfArtInd |
| Credit Counseling | 0 | CreditCounselingInd |
| Donor Rstr Or Quasi Endowments | 0 | DonorRstrOrQuasiEndowmentsInd |
| Report Land Building Equipment | Yes (1) | ReportLandBuildingEquipmentInd |
| Report Investments Other Sec | 0 | ReportInvestmentsOtherSecInd |
| Report Program Related Invst | 0 | ReportProgramRelatedInvstInd |
| Report Other Assets | Yes (1) | ReportOtherAssetsInd |
| Report Other Liabilities | Yes (1) | ReportOtherLiabilitiesInd |
| Include FIN48 Footnote | Yes (1) | IncludeFIN48FootnoteInd |
| Independent Audit Fincl Stmt | 0 | IndependentAuditFinclStmtInd |
| Consolidated Audit Fincl Stmt | Yes (1) | ConsolidatedAuditFinclStmtInd |
| School Operating | 0 | SchoolOperatingInd |
| Foreign Office | 0 | ForeignOfficeInd |
| Foreign Activities | 0 | ForeignActivitiesInd |
| More Than5000 K To Org | 0 | MoreThan5000KToOrgInd |
| More Than5000 K To Individuals | 0 | MoreThan5000KToIndividualsInd |
| Professional Fundraising | Yes (1) | ProfessionalFundraisingInd |
| Fundraising Activities | 0 | FundraisingActivitiesInd |
| Gaming Activities | 0 | GamingActivitiesInd |
| Operate Hospital | 0 | OperateHospitalInd |
| Grants To Organizations | 0 | GrantsToOrganizationsInd |
| Grants To Individuals | 0 | GrantsToIndividualsInd |
| Schedule J Required | Yes (1) | ScheduleJRequiredInd |
| Tax Exempt Bonds | 0 | TaxExemptBondsInd |
| Engaged In Excess Benefit Trans | 0 | EngagedInExcessBenefitTransInd |
| PY Excess Benefit Trans | 0 | PYExcessBenefitTransInd |
| Loan Outstanding | 0 | LoanOutstandingInd |
| Grant To Related Person | 0 | GrantToRelatedPersonInd |
| Business Rln With Org Mem | 0 | BusinessRlnWithOrgMemInd |
| Business Rln With Fam Mem | 0 | BusinessRlnWithFamMemInd |
| Business Rln With35 Ctrl Ent | Yes (1) | BusinessRlnWith35CtrlEntInd |
| Deductible Non Cash Contri | 0 | DeductibleNonCashContriInd |
| Deductible Art Contribution | 0 | DeductibleArtContributionInd |
| Terminate Operations | 0 | TerminateOperationsInd |
| Partial Liquidation | 0 | PartialLiquidationInd |
| Disregarded Entity | 0 | DisregardedEntityInd |
| Related Entity | Yes (1) | RelatedEntityInd |
| Related Organization Ctrl Ent | 0 | RelatedOrganizationCtrlEntInd |
| Activities Conducted Prtshp | 0 | ActivitiesConductedPrtshpInd |
| Schedule O Required | Yes (1) | ScheduleORequiredInd |
| IRP Document | 42 | IRPDocumentCnt |
| IRP Document W2 G | 0 | IRPDocumentW2GCnt |
| Employee | 30 | EmployeeCnt |
| Employment Tax Returns Filed | Yes (1) | EmploymentTaxReturnsFiledInd |
| Unrelated Bus Incm Over Limit | 0 | UnrelatedBusIncmOverLimitInd |
| Foreign Financial Account | 0 | ForeignFinancialAccountInd |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTransInd |
| Taxable Party Notification | 0 | TaxablePartyNotificationInd |
| Nondeductible Contributions | Yes (1) | NondeductibleContributionsInd |
| Nondeductible Contri Discl | Yes (1) | NondeductibleContriDisclInd |
| Indoor Tanning Services | 0 | IndoorTanningServicesInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | 0 | SubjToTaxRmnrtnExPrchtPymtInd |
| Subject To Excs Tax Net Invst Inc | 0 | SubjectToExcsTaxNetInvstIncInd |
| Info In Schedule O Part VI | Yes (X) | InfoInScheduleOPartVIInd |
| Governing Body Voting Members | 10 | GoverningBodyVotingMembersCnt |
| Independent Voting Member | 8 | IndependentVotingMemberCnt |
| Family Or Business Rln | 0 | FamilyOrBusinessRlnInd |
| Delegation Of Mgmt Duties | 0 | DelegationOfMgmtDutiesInd |
| Change To Org Documents | Yes (1) | ChangeToOrgDocumentsInd |
| Material Diversion Or Misuse | 0 | MaterialDiversionOrMisuseInd |
| Members Or Stockholders | Yes (1) | MembersOrStockholdersInd |
| Election Of Board Members | 0 | ElectionOfBoardMembersInd |
| Decisions Subject To Approva | 0 | DecisionsSubjectToApprovaInd |
| Minutes Of Governing Body | Yes (1) | MinutesOfGoverningBodyInd |
| Minutes Of Committees | 0 | MinutesOfCommitteesInd |
| Officer Mailing Address | 0 | OfficerMailingAddressInd |
| Local Chapters | 0 | LocalChaptersInd |
| Form990 Provided To Gvrn Body | Yes (1) | Form990ProvidedToGvrnBodyInd |
| Conflict Of Interest Policy | Yes (1) | ConflictOfInterestPolicyInd |
| Annual Disclosure Covered Prsn | Yes (1) | AnnualDisclosureCoveredPrsnInd |
| Regular Monitoring Enfrc | Yes (1) | RegularMonitoringEnfrcInd |
| Whistleblower Policy | Yes (1) | WhistleblowerPolicyInd |
| Document Retention Policy | Yes (1) | DocumentRetentionPolicyInd |
| Compensation Process CEO | Yes (1) | CompensationProcessCEOInd |
| Compensation Process Other | Yes (1) | CompensationProcessOtherInd |
| Investment In Joint Venture | 0 | InvestmentInJointVentureInd |
| States Where Copy Of Return Is Fld | AK | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | AL | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | AR | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | GA | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | CA | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | CT | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | FL | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | IL | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | KS | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | KY | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | HI | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | MD | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | MA | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | MN | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | MS | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | NC | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | MN | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | NH | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | NJ | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | NY | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | NM | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | OK | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | OR | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | PA | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | RI | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | SC | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | TN | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | UT | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | VA | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | WI | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | WV | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | OH | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | IN | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | TX | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | MI | StatesWhereCopyOfReturnIsFldCd |
| Upon Request | Yes (X) | UponRequestInd |
Books In Care Of Detail BooksInCareOfDetail
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | BRIAN BURCH | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 3176696127 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 3310 | AddressLine1Txt |
| City | CARAMEL | CityNm |
| State Abbreviation | IN | StateAbbreviationCd |
| ZIP | 46082 | ZIPCd |
Form990 Part VII Section A Form990PartVIISectionAGrp (15 entries)
| TitleTitleTxt | Average Hours Per WeekAverageHoursPerWeekRt | Average Hours Per Week Rltd OrgAverageHoursPerWeekRltdOrgRt | Individual Trustee Or DirectorIndividualTrusteeOrDirectorInd | OfficerOfficerInd | Reportable Comp From OrgReportableCompFromOrgAmt | Reportable Comp From Rltd OrgReportableCompFromRltdOrgAmt | Other CompensationOtherCompensationAmt | Highest Compensated EmployeeHighestCompensatedEmployeeInd |
|---|---|---|---|---|---|---|---|---|
| BRIAN BURCH | ||||||||
| PRESIDENT | 25.00 | 25.00 | Yes (X) | Yes (X) | $229,000 | $0 | $6,870 | |
| THOMAS M DILLON ESQ | ||||||||
| BOARD MEMBER | 1.00 | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| ANN LONGON | ||||||||
| BOARD MEMBER | 1.00 | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| PATRICK GILLEN | ||||||||
| BOARD MEMBER | 5.00 | 5.00 | Yes (X) | $0 | $0 | $0 | ||
| MARK HOLTERMAN | ||||||||
| BOARD MEMBER | 1.00 | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| PATRICK RAINEY | ||||||||
| BOARD MEMBER | 1.00 | 1.00 | Yes (X) | $0 | $28,000 | $0 | ||
| LAURA COLEMAN | ||||||||
| BOARD MEMBER | 1.00 | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| DAVE FEAVEL | ||||||||
| BOARD MEMBER | 1.00 | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| DWIGHT SAATHOFF | ||||||||
| BOARD MEMBER | 1.00 | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| DAVE GRABOSKY | ||||||||
| BOARD MEMBER | 1.00 | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| JOHN SHERMAN | ||||||||
| CHIEF DEVELOPMENT OFFICER | 25.00 | 25.00 | $109,656 | $109,656 | $10,318 | Yes (X) | ||
| JOSHUA MERCER | ||||||||
| VICE PRESIDENT, PROGRAMS | 25.00 | 25.00 | $92,500 | $92,500 | $4,910 | Yes (X) | ||
| SARAH CHASTAIN | ||||||||
| DIRECTOR OF MARKETING SERV | 40.00 | $104,875 | $0 | $9,157 | Yes (X) | |||
| JASON STERN | ||||||||
| GIFT OFFICER | 25.00 | 25.00 | $57,500 | $57,500 | $2,516 | Yes (X) | ||
| JONATHAN KEARNEY | ||||||||
| DATA SYSTEMS MANAGER | 25.00 | 25.00 | $60,375 | $60,375 | $10,200 | Yes (X) | ||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | $653,906 | TotalReportableCompFromOrgAmt |
| Tot Reportable Comp Rltd Org | $348,031 | TotReportableCompRltdOrgAmt |
| Total Other Compensation | $43,971 | TotalOtherCompensationAmt |
| Indiv Rcvd Greater Than100 K | 3 | IndivRcvdGreaterThan100KCnt |
| Former Ofcr Employees Listed | 0 | FormerOfcrEmployeesListedInd |
| Total Comp Greater Than150 K | Yes (1) | TotalCompGreaterThan150KInd |
| Compensation From Other Srcs | 0 | CompensationFromOtherSrcsInd |
Contractor Compensation ContractorCompensationGrp (4 entries)
| Address Line1ContractorAddress/USAddress/AddressLine1Txt | CityContractorAddress/USAddress/CityNm | State AbbreviationContractorAddress/USAddress/StateAbbreviationCd | ZIPContractorAddress/USAddress/ZIPCd | ServicesServicesDesc | CompensationCompensationAmt |
|---|---|---|---|---|---|
| TIM HEULSKAMP-TH2 STRATEGIES INC | |||||
| 5902 E 75TH AVE | HUTCHINSON | KS | 67502 | PROGRAM CONSULTING | $240,000 |
| CREATIVE RESPONSE CONCEPTS | |||||
| 2850 EISENHOWER AVE SUITE 100 | ALEXANDRIA | VA | 22314 | PUBLIC RELATIONS CONSULTING | $213,112 |
| LOGAN CHURCH | |||||
| 260 TALSMAN DR 3 | CANFIELD | OH | 44406 | CONTRACTED POLITICAL DIRECTOR | $111,000 |
| CAPITAL LLC | |||||
| 1 TECHNOLOGY DRIVE STE B109 | IRVINE | CA | 92618 | MOBILE APP DEVELOPMENT | $103,034 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cntrct Rcvd Greater Than100 K | 4 | CntrctRcvdGreaterThan100KCnt |
| All Other Contributions | $4,516,028 | AllOtherContributionsAmt |
| Total Contributions | $4,516,028 | TotalContributionsAmt |
| Gross Sales Of Inventory | $15,954 | GrossSalesOfInventoryAmt |
| Cost Of Goods Sold | $10,206 | CostOfGoodsSoldAmt |
Net Income Or Loss NetIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $5,748 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $5,748 | RelatedOrExemptFuncIncomeAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $4,521,776 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $5,748 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $0 | UnrelatedBusinessRevenueAmt |
| Exclusion | $0 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part IX | Yes (X) | InfoInScheduleOPartIXInd |
Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $114,500 | TotalAmt |
| Program Services | $57,250 | ProgramServicesAmt |
| Management And General | $28,625 | ManagementAndGeneralAmt |
| Fundraising | $28,625 | FundraisingAmt |
Other Salaries And Wages OtherSalariesAndWagesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,355,444 | TotalAmt |
| Program Services | $707,474 | ProgramServicesAmt |
| Management And General | $239,308 | ManagementAndGeneralAmt |
| Fundraising | $408,662 | FundraisingAmt |
Other Employee Benefits OtherEmployeeBenefitsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $93,330 | TotalAmt |
| Program Services | $48,554 | ProgramServicesAmt |
| Management And General | $17,012 | ManagementAndGeneralAmt |
| Fundraising | $27,764 | FundraisingAmt |
Payroll Taxes PayrollTaxesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $110,486 | TotalAmt |
| Program Services | $57,474 | ProgramServicesAmt |
| Management And General | $20,142 | ManagementAndGeneralAmt |
| Fundraising | $32,870 | FundraisingAmt |
Fees For Services Legal FeesForServicesLegalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $33,092 | TotalAmt |
| Management And General | $33,092 | ManagementAndGeneralAmt |
Fees For Services Accounting FeesForServicesAccountingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $25,372 | TotalAmt |
| Management And General | $25,372 | ManagementAndGeneralAmt |
Fees For Services Other FeesForServicesOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $3,188,504 | TotalAmt |
| Program Services | $2,473,133 | ProgramServicesAmt |
| Management And General | $209,191 | ManagementAndGeneralAmt |
| Fundraising | $506,180 | FundraisingAmt |
Advertising AdvertisingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $168,976 | TotalAmt |
| Program Services | $160,398 | ProgramServicesAmt |
| Management And General | $8,578 | ManagementAndGeneralAmt |
Office Expenses OfficeExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $172,813 | TotalAmt |
| Program Services | $143,489 | ProgramServicesAmt |
| Management And General | $27,429 | ManagementAndGeneralAmt |
| Fundraising | $1,895 | FundraisingAmt |
Occupancy OccupancyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $69,732 | TotalAmt |
| Program Services | $17,433 | ProgramServicesAmt |
| Management And General | $41,840 | ManagementAndGeneralAmt |
| Fundraising | $10,459 | FundraisingAmt |
Travel TravelGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $153,606 | TotalAmt |
| Program Services | $42,692 | ProgramServicesAmt |
| Fundraising | $110,914 | FundraisingAmt |
Conferences Meetings ConferencesMeetingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $13,626 | TotalAmt |
| Program Services | $13,626 | ProgramServicesAmt |
Depreciation Depletion DepreciationDepletionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $5,784 | TotalAmt |
| Program Services | $5,784 | ProgramServicesAmt |
Insurance InsuranceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $36,021 | TotalAmt |
| Program Services | $9,005 | ProgramServicesAmt |
| Management And General | $21,613 | ManagementAndGeneralAmt |
| Fundraising | $5,403 | FundraisingAmt |
Other Expenses OtherExpensesGrp (4 entries)
| DescDesc | TotalTotalAmt | Program ServicesProgramServicesAmt | FundraisingFundraisingAmt | Management And GeneralManagementAndGeneralAmt |
|---|---|---|---|---|
| DUES AND SUBSCRIPTIONS | $82,625 | $36,574 | $46,051 | |
| ONLINE PROGRAM DEVELOPM | $73,019 | $72,099 | $920 | |
| LICENSES AND FEES | $39,213 | $12 | $5,705 | $33,496 |
| MEALS AND ENTERTAINMENT | $23,526 | $7,052 | $16,474 |
All Other Expenses AllOtherExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $22,786 | TotalAmt |
| Management And General | $4,680 | ManagementAndGeneralAmt |
| Fundraising | $18,106 | FundraisingAmt |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $5,782,455 | TotalAmt |
| Program Services | $3,844,997 | ProgramServicesAmt |
| Management And General | $727,772 | ManagementAndGeneralAmt |
| Fundraising | $1,209,686 | FundraisingAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Joint Costs | Yes (X) | JointCostsInd |
Cash Non Interest Bearing CashNonInterestBearingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $2,756,417 | BOYAmt |
| EOY | $1,488,680 | EOYAmt |
Pledges And Grants Receivable PledgesAndGrantsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $132,922 | BOYAmt |
| EOY | $245,893 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Bldg Equip Cost Or Other Bss | $32,667 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $13,318 | LandBldgEquipAccumDeprecAmt |
Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $17,641 | BOYAmt |
| EOY | $19,349 | EOYAmt |
Other Assets Total OtherAssetsTotalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,265,546 | BOYAmt |
| EOY | $1,158,129 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $4,172,526 | BOYAmt |
| EOY | $2,912,051 | EOYAmt |
Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $106,418 | BOYAmt |
| EOY | $141,279 | EOYAmt |
Other Liabilities OtherLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $199,056 | BOYAmt |
| EOY | $164,399 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $305,474 | BOYAmt |
| EOY | $305,678 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization Follows FASB117 | Yes (X) | OrganizationFollowsFASB117Ind |
No Donor Restriction Net Assets NoDonorRestrictionNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $3,816,399 | BOYAmt |
| EOY | $2,531,808 | EOYAmt |
Donor Restriction Net Assets DonorRestrictionNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $50,653 | BOYAmt |
| EOY | $74,565 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $3,867,052 | BOYAmt |
| EOY | $2,606,373 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $4,172,526 | BOYAmt |
| EOY | $2,912,051 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Reconcilation Revenue Expnss | -$1,260,679 | ReconcilationRevenueExpnssAmt |
| Other Changes In Net Assets | $0 | OtherChangesInNetAssetsAmt |
| Info In Schedule O Part XII | Yes (X) | InfoInScheduleOPartXIIInd |
| Method Of Accounting Accrual | Yes (X) | MethodOfAccountingAccrualInd |
| Accountant Compile Or Review | 0 | AccountantCompileOrReviewInd |
| FS Audited | Yes (1) | FSAuditedInd |
FS Audited Basis FSAuditedBasisGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Consolidated Basis Fincl Stmt | Yes (X) | ConsolidatedBasisFinclStmtInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Audit Committee | Yes (1) | AuditCommitteeInd |
| Federal Grant Audit Required | 0 | FederalGrantAuditRequiredInd |
Schedule B IRS990ScheduleB
Contributor Information ContributorInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | RESTRICTED | ContributorNum |
Contributor Business Name ContributorBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | RESTRICTED | BusinessNameLine1 |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | RESTRICTED | AddressLine1 |
| Address Line2 | RESTRICTED | AddressLine2 |
| City | RESTRICTED | City |
| State | RESTRICTED | State |
| ZIP Code | RESTRICTED | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | RESTRICTED | TotalContributionsAmt |
Schedule D IRS990ScheduleD
Equipment EquipmentGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $21,535 | OtherCostOrOtherBasisAmt |
| Depreciation | $7,443 | DepreciationAmt |
| Book Value | $14,092 | BookValueAmt |
Other Land Buildings OtherLandBuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $11,132 | OtherCostOrOtherBasisAmt |
| Depreciation | $5,875 | DepreciationAmt |
| Book Value | $5,257 | BookValueAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Land Buildings | $19,349 | TotalBookValueLandBuildingsAmt |
Other Assets Org OtherAssetsOrgGrp (4 entries)
| DescDesc | Book ValueBookValueAmt |
|---|---|
| ATA ESCROW RECEIVABLE | $52,253 |
| DUE FROM AFFILIATE | $941,027 |
| SECURITY DEPOSIT | $5,517 |
| OPERATING LEASE RIGHT-OF-USE ASSET, NET | $159,332 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Other Assets | $1,158,129 | TotalBookValueOtherAssetsAmt |
Other Liabilities Org OtherLiabilitiesOrgGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | OPERATING LEASE LIABILITY | Desc |
| Amt | $164,399 | Amt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Liability | $164,399 | TotalLiabilityAmt |
| Footnote Text | Yes (X) | FootnoteTextInd |
| Total Rev Etc Audited Fincl Stmt | $4,531,982 | TotalRevEtcAuditedFinclStmtAmt |
| Revenue Not Reported | $0 | RevenueNotReportedAmt |
| Revenue Subtotal | $4,531,982 | RevenueSubtotalAmt |
| Other Revenues Not Included | -$10,206 | OtherRevenuesNotIncludedAmt |
| Revenue Not Reported Fincl Stmt | -$10,206 | RevenueNotReportedFinclStmtAmt |
| Total Revenue Per Form990 | $4,521,776 | TotalRevenuePerForm990Amt |
| Tot Expns Etc Audited Fincl Stmt | $5,792,661 | TotExpnsEtcAuditedFinclStmtAmt |
| Other Expenses Included | $10,206 | OtherExpensesIncludedAmt |
| Expenses Not Reported | $10,206 | ExpensesNotReportedAmt |
| Expenses Subtotal | $5,782,455 | ExpensesSubtotalAmt |
| Expenses Not Rpt Fincl Stmt | $0 | ExpensesNotRptFinclStmtAmt |
| Total Expenses Per Form990 | $5,782,455 | TotalExpensesPerForm990Amt |
Supplemental Information Detail SupplementalInformationDetail (3 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| 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. |
| PART XI, LINE 4B - OTHER ADJUSTMENTS: | COST OF GOODS SOLD ON PART VIII -10,206. |
| PART XII, LINE 2D - OTHER ADJUSTMENTS: | COST OF GOODS SOLD ON PART VIII 10,206. |
Schedule G IRS990ScheduleG
| Field | Value | IRS element (for citing) |
|---|---|---|
| Mail Solicitations | Yes (X) | MailSolicitationsInd |
| Email Solicitations | Yes (X) | EmailSolicitationsInd |
| Agrmt Prof Fundraising Acty | Yes (1) | AgrmtProfFundraisingActyInd |
Fundraiser Activity Info FundraiserActivityInfoGrp
Organization Business Name OrganizationBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | AMERICAN TARGET ADVERTISING | BusinessNameLine1Txt |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 9625 SURVEYOR COURT STE 400 | AddressLine1Txt |
| City | MANASSAS | CityNm |
| State Abbreviation | VA | StateAbbreviationCd |
| ZIP | 20110 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Activity | DIRECT MAIL FUNDRAISING | ActivityTxt |
| Fundraiser Control Of Funds | 0 | FundraiserControlOfFundsInd |
| Gross Receipts | $1,240,902 | GrossReceiptsAmt |
| Retained By Contractor | $800,237 | RetainedByContractorAmt |
| Net To Organization | $440,665 | NetToOrganizationAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Gross Receipts | $1,240,902 | TotalGrossReceiptsAmt |
| Total Retained By Contractors | $800,237 | TotalRetainedByContractorsAmt |
| Total Net To Organization | $440,665 | TotalNetToOrganizationAmt |
| Licensed States | AK | LicensedStatesCd |
| Licensed States | AL | LicensedStatesCd |
| Licensed States | AR | LicensedStatesCd |
| Licensed States | AZ | LicensedStatesCd |
| Licensed States | CA | LicensedStatesCd |
| Licensed States | CT | LicensedStatesCd |
| Licensed States | FL | LicensedStatesCd |
| Licensed States | IL | LicensedStatesCd |
| Licensed States | KS | LicensedStatesCd |
| Licensed States | KY | LicensedStatesCd |
| Licensed States | MA | LicensedStatesCd |
| Licensed States | MD | LicensedStatesCd |
| Licensed States | MI | LicensedStatesCd |
| Licensed States | MN | LicensedStatesCd |
| Licensed States | MS | LicensedStatesCd |
| Licensed States | NC | LicensedStatesCd |
| Licensed States | NM | LicensedStatesCd |
| Licensed States | NH | LicensedStatesCd |
| Licensed States | NJ | LicensedStatesCd |
| Licensed States | NY | LicensedStatesCd |
| Licensed States | HI | LicensedStatesCd |
| Licensed States | OK | LicensedStatesCd |
| Licensed States | OR | LicensedStatesCd |
| Licensed States | PA | LicensedStatesCd |
| Licensed States | RI | LicensedStatesCd |
| Licensed States | SC | LicensedStatesCd |
| Licensed States | TN | LicensedStatesCd |
| Licensed States | UT | LicensedStatesCd |
| Licensed States | VA | LicensedStatesCd |
| Licensed States | GA | LicensedStatesCd |
| Licensed States | WI | LicensedStatesCd |
| Licensed States | WV | LicensedStatesCd |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | FORM 990, SCHEDULE G, PART 1, LINE 2B(V): | FormAndLineReferenceDesc |
| Explanation | UNDER A WRITTEN AGREEMENT, FIDELIS PAYS AMERICAN TARGET ADVERTISING (ATA) FOR PROFESSIONAL FUNDRAISING SERVICES WHICH INCLUDES ATA'S FEE OF $431,199. THE REMAINING AMOUNT OF $369,038 WAS RETAINED BY ATA FOR REIMBURSEMENT FOR ENVELOPES, PRINTING, POSTAGE, CAGING AND ESCROW FEES, BANK SERVICE CHARGES, DATA PROCESSING, ETC. | ExplanationTxt |
Schedule J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| Compensation Committee | Yes (X) | CompensationCommitteeInd |
| Form990 Of Other Organizations | Yes (X) | Form990OfOtherOrganizationsInd |
| Board Or Committee Approval | Yes (X) | BoardOrCommitteeApprovalInd |
| Severance Payment | 0 | SeverancePaymentInd |
| Supplemental Nonqual Rtr Plan | 0 | SupplementalNonqualRtrPlanInd |
| Equity Based Comp Arrngm | 0 | EquityBasedCompArrngmInd |
| Comp Based On Revenue Of Flng Org | 0 | CompBasedOnRevenueOfFlngOrgInd |
| Comp Bsd On Rev Related Orgs | 0 | CompBsdOnRevRelatedOrgsInd |
| Comp Bsd Net Earns Flng Org | 0 | CompBsdNetEarnsFlngOrgInd |
| Comp Bsd Net Earns Rltd Orgs | 0 | CompBsdNetEarnsRltdOrgsInd |
| Any Non Fixed Payments | Yes (1) | AnyNonFixedPaymentsInd |
| Initial Contract Exception | 0 | InitialContractExceptionInd |
Rltd Org Officer Trst Key Empl RltdOrgOfficerTrstKeyEmplGrp (3 entries)
| TitleTitleTxt | Base Compensation Filing OrgBaseCompensationFilingOrgAmt | Compensation Based On Rltd OrgsCompensationBasedOnRltdOrgsAmt | Bonus Filing OrganizationBonusFilingOrganizationAmount | Bonus Related OrganizationsBonusRelatedOrganizationsAmt | Other Compensation Filing OrgOtherCompensationFilingOrgAmt | Other Compensation Rltd OrgsOtherCompensationRltdOrgsAmt | Deferred Compensation Flng OrgDeferredCompensationFlngOrgAmt | Deferred Comp Rltd OrgsDeferredCompRltdOrgsAmt | Nontaxable Benefits Filing OrgNontaxableBenefitsFilingOrgAmt | Nontaxable Benefits Rltd OrgsNontaxableBenefitsRltdOrgsAmt | Total Compensation Filing OrgTotalCompensationFilingOrgAmt | Total Compensation Rltd OrgsTotalCompensationRltdOrgsAmt | Comp Report Prior990 Filing OrgCompReportPrior990FilingOrgAmt | Comp Report Prior990 Rltd OrgsCompReportPrior990RltdOrgsAmt |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| BRIAN BURCH | ||||||||||||||
| PRESIDENT | $214,000 | $0 | $15,000 | $0 | $0 | $0 | $6,870 | $0 | $0 | $0 | $235,870 | $0 | $0 | $0 |
| JOHN SHERMAN | ||||||||||||||
| CHIEF DEVELOPMENT OFFICER | $79,656 | $79,656 | $30,000 | $30,000 | $0 | $0 | $5,109 | $5,209 | $0 | $0 | $114,765 | $114,865 | $0 | $0 |
| JOSHUA MERCER | ||||||||||||||
| VICE PRESIDENT, PROGRAMS | $80,000 | $80,000 | $12,500 | $12,500 | $0 | $0 | $2,455 | $2,455 | $0 | $0 | $94,955 | $94,955 | $0 | $0 |
Supplemental Information Detail SupplementalInformationDetail (2 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| PART I, LINE 1B | FIDELIS ISSUED A W-2 FOR ITS PRESIDENT, BRIAN BURCH, FOR COMPENSATION EARNED BY FIDELIS. BASED ON HOURS PER WEEK WORKED FOR RELTED ENTIY, FIDELIS CENTER FOR LAW AND POLICY, 50% OF THE TOTAL W-2 AMOUNT OF $229,000 WAS ALLOCATED TO FIDELIS CENTER FOR LAW AND POLICY OR $114,500. |
| PART I, LINE 7 | BRIAN BURCH, PRESIDENT RECEIVED A BONUS IN 2023 OF $30,000 BASED ON PERFORMANCE. $15,000 OF THE BONUS WAS ALLOCATED TO THE RELATED ORGANIZATION, FIDELIS CENTER FOR LAW AND POLICY. |
Schedule L IRS990ScheduleL
Bus Tr Involve Interested Prsn BusTrInvolveInterestedPrsnGrp
Name Of Interested NameOfInterested
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | VERVEMAIL (BRIAN BURCH) | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Relationship Description | BRIAN BURCH, PRESIDENT, IS 25% OWNER OF VERVEMAIL, A VENDOR OF FIDELIS. | RelationshipDescriptionTxt |
| Transaction | $24,455 | TransactionAmt |
| Transaction | EMAIL MARKETING | TransactionDesc |
| Sharing Of Revenues | 0 | SharingOfRevenuesInd |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (10 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| FORM 990, PART VI, SECTION A, LINE 4 | THE BY-LAWS WERE AMENDED TO ESTABLISH AN EXECUTIVE COMMITTEE, WHICH EXERCISES THE POWERS OF THE BOARD OF DIRECTORS WHEN THE BOARD IS NOT IN SESSION. A MAJORITY OF THE EXECUTIVE COMMITTEE MUST APPROVE ANY ACTION OR RESOLUTION OF THE BOARD OF DIRECTORS. NEW MEMBERS OF THE BOARD OF DIRECTORS ARE ELIGIBLE FOR APPOINTMENT ONLY WITH APPROVAL OF THE EXECUTIVE COMMITTEE. THE AMENDMENTS ALSO ALLOW FOR THE NUBMER OF DIRECTORS TO BE INCREASED OR DECREASED FROM TIME TO TIME BY AMENDMENT TO THE BYLAWS. FUTURE AMENDMENTS TO THE BY-LAWS ARE NOW REQUIRED TO HAVE AN AFFIRMATIVE VOTE BY A MAJORITY OF THE EXECUTIVE COMMITTEE AND TWO-THIRDS MAJORITY OF THE ENTIRE BOARD OF DIRECTORS. |
| 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 AND COMMENTARY. |
| FORM 990, PART VI, SECTION A, LINE 8B | THE ORGANIZATION HAS NO COMMITTEES WITH AUTHORITY TO ACT ON BEHALF OF THE GOVERNING BODY. |
| FORM 990, PART VI, SECTION B, LINE 11B | 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 15 | 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 IX, LINE 11G | CONSULTING: PROGRAM SERVICE EXPENSES 716,632. MANAGEMENT AND GENERAL EXPENSES 143,192. FUNDRAISING EXPENSES 502,511. TOTAL EXPENSES 1,362,335. PAYROLL SERVICE FEES: PROGRAM SERVICE EXPENSES 0. MANAGEMENT AND GENERAL EXPENSES 19,665. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 19,665. PUBLIC RELATIONS: PROGRAM SERVICE EXPENSES 213,112. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 213,112. OTHER PROFESSIONAL FEES: PROGRAM SERVICE EXPENSES 94,897. MANAGEMENT AND GENERAL EXPENSES 31,334. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 126,231. PROFESSIONAL DEVELOPMENT: PROGRAM SERVICE EXPENSES 0. MANAGEMENT AND GENERAL EXPENSES 15,000. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 15,000. VOTER/DONOR EDUCATION: PROGRAM SERVICE EXPENSES 1,448,492. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 3,669. TOTAL EXPENSES 1,452,161. |
| FORM 990, PART XII, LINE 2C: | THE PROCESS HAVE NOT CHANGED FROM THE PRIOR YEAR. |
| FORM 990, PART VII, SECTION A: | BRIAN BURCH, THE PRESIDENT, SPENDS AN AVERAGE OF 25 HOURS PER WEEK OF HIS TIME AT A RELATED ORGANIZATION, FIDELIS CENTER FOR LAW AND POLICY, A 501(C)(3) ORGANIZATION. |
Schedule R IRS990ScheduleR
Id Related Tax Exempt Org IdRelatedTaxExemptOrgGrp
Disregarded Entity Name DisregardedEntityName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | FIDELIS CENTER FOR LAW AND POLICY | BusinessNameLine1Txt |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | P O BOX 259837 | AddressLine1Txt |
| City | MADISON | CityNm |
| State Abbreviation | WI | StateAbbreviationCd |
| ZIP | 53725 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 202787890 | EIN |
| Primary Activities | NATIONAL EDUCATIONAL AND LEGAL ADVOCACY PROGRAMS | PrimaryActivitiesTxt |
| Legal Domicile State | MI | LegalDomicileStateCd |
| Exempt Code Section | 501(C)(3) | ExemptCodeSectionTxt |
| Public Charity Status | 170(B)(1)(A)VI | PublicCharityStatusTxt |
| Direct Controlling NA | N/A | DirectControllingNACd |
| Controlled Organization | 0 | ControlledOrganizationInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Receipt Of Int Annts Rnts Rylts | 0 | ReceiptOfIntAnntsRntsRyltsInd |
| Gift Grnt Or Cap Contri To Oth Org | 0 | GiftGrntOrCapContriToOthOrgInd |
| Gift Grnt Cap Contri From Oth Org | 0 | GiftGrntCapContriFromOthOrgInd |
| Loans Or Guarantees To Other Org | Yes (1) | LoansOrGuaranteesToOtherOrgInd |
| Loans Or Guarantees From Oth Org | 0 | LoansOrGuaranteesFromOthOrgInd |
| Div Related Organization | 0 | DivRelatedOrganizationInd |
| Asset Sale To Other Org | 0 | AssetSaleToOtherOrgInd |
| Asset Purchase From Other Org | 0 | AssetPurchaseFromOtherOrgInd |
| Asset Exchange | 0 | AssetExchangeInd |
| Rental Of Facilities To Oth Org | 0 | RentalOfFacilitiesToOthOrgInd |
| Rental Of Fclts From Oth Org | 0 | RentalOfFcltsFromOthOrgInd |
| Perform Of Services For Oth Org | 0 | PerformOfServicesForOthOrgInd |
| Perform Of Services By Other Org | 0 | PerformOfServicesByOtherOrgInd |
| Sharing Of Facilities | Yes (1) | SharingOfFacilitiesInd |
| Paid Employees Sharing | Yes (1) | PaidEmployeesSharingInd |
| Reimbursement Paid To Other Org | 0 | ReimbursementPaidToOtherOrgInd |
| Reimbursement Paid By Other Org | Yes (1) | ReimbursementPaidByOtherOrgInd |
| Transfer To Other Org | Yes (1) | TransferToOtherOrgInd |
| Transfer From Other Org | 0 | TransferFromOtherOrgInd |
Transactions Related Org TransactionsRelatedOrgGrp (4 entries)
| Transaction TypeTransactionTypeTxt | InvolvedInvolvedAmt | Method Of Amount DeterminationMethodOfAmountDeterminationTxt |
|---|---|---|
| FIDELIS CENTER FOR LAW AND POLICY | ||
| D | $941,027 | CASH VALUE |
| FIDELIS CENTER FOR LAW AND POLICY | ||
| O | $260,838 | CASH VALUE |
| FIDELIS CENTER FOR LAW AND POLICY | ||
| Q | $83,702 | CASH VALUE |
| FIDELIS CENTER FOR LAW AND POLICY | ||
| R | $55,002 | CASH VALUE |
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