2021-11-12T09:04:41-06:00 2020-12-31 362170602 WARADY & DAVIS LLP 1717 DEERFIELD RD SUITE 300S DEERFIELD IL 60015 990 2020-01-01 202603413 FIDELIS FIDE 3122016559 PO BOX 259837 MADISON WI 53725 BRIAN BURCH PRESIDENT 3122016559 2021-11-11 1 BRIAN BURCH 999009999 CHRISTOPHER STRAUB P01278490 8472679600 2 AAL1 IAL1 2020 2022-09-23 18:48:47Z BRIAN BURCH PO BOX 259837 MADISON WI 53725 13183476 0 X WWW.CATHOLICVOTE.ORG X 2005 MI CATHOLIC GRASSROOTS EDUCATION AND CIVIC ACTION TO DEFEND LIFE, FAITH, AND FAMILY. 4 3 14 2491 0 0 4110588 13095751 0 0 0 0 -8165 45568 4102423 13141319 0 70000 0 0 391138 597469 620855 1521155 1875775 2189013 9507212 3201006 11695836 901417 1445483 1316314 2836208 79608 154019 1236706 2682189 X 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. 0 0 7562729 70000 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 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, AND THE SANCTITY OF HUMAN LIFE FROM CONCEPTION TO NATURAL DEATH. DURING 2020, IN FURTHERANCE OF THIS MISSION, FIDELIS PROGRAMS INCLUDED OVER 3 MILLION POSTAL MAILINGS, 24 MILLION EMAIL MESSAGES, HUNDREDS OF VIDEOS AND SOCIAL MEDIA POSTS, ALONG WITH TELEVISION AND RADIO ADVERTISING WATCHED AND SHARED BY MILLIONS OF ENGAGED CITIZENS. AS PERMITTED BY LAW, A SMALLER PORTION OF OUR EXPENDITURES DURING THIS YEAR INVOLVED DIRECT ADVOCACY OF QUALIFIED CANDIDATES FOR OFFICE, CARRIED OUT THROUGH INDEPENDENT EXPENDITURES, NOT COORDINATED WITH ANY CANDIDATE OR CANDIDATE COMMITTEES. THESE INDEPENDENT EXPENDITURES INCLUDED THE PUBLICATION AND DISTRIBUTION OF A PRINTED BOOK, A DIGITAL REPORT DOCUMENTING THE RECORD OF PRESIDENTIAL CANDIDATES FOR OFFICE, AND SELECT VIDEO ADS MARKETED TO CATHOLIC VOTERS ACROSS THE COUNTRY. GIVEN THE HEIGHTENED INTEREST IN PUBLIC POLICY QUESTIONS DURING THE ELECTION YEAR, FIDELIS CARRIED OUT A BROAD GRASSROOTS EDUCATIONAL AND CATHOLIC VOTER MOBILIZATION PROGRAM DESIGNED TO BOTH FORM CATHOLIC CONSCIENCES CONSISTENT WITH CATHOLIC TEACHING, AND TO ACHIEVE RECORD VOTER TURNOUT AMONG MASS-ATTENDING CATHOLICS. THIS INCLUDED AN 11-PERSON FULL TIME NATIONAL FIELD TEAM, TOGETHER WITH 3000 VOLUNTEERS, THAT HELPED MAKE OVER 1.5 MILLION PERSONAL PHONE CALLS, AND SEND OVER 4 MILLION TEXT MESSAGES TO CATHOLIC VOTERS NATIONWIDE. IN ADDITION, FIDELIS REPRESENTATIVES APPEARED REGULARLY IN NATIONAL PRINT, RADIO, DIGITAL, AND TELEVISION MEDIA TO PROVIDE CRITICAL COMMENTARY ON THE ROLE OF CATHOLIC SOCIAL TEACHING AND THE IMPORTANCE OF THE CATHOLIC VOTE IN THE 2020 ELECTIONS. THE FIDELIS PRESIDENT SPOKE REGULARLY THROUGHOUT THE YEAR TO GRASSROOTS GROUPS ACROSS THE COUNTRY TO INSPIRE, EDUCATE, AND ENCOURAGE FAITHFUL CATHOLIC ENGAGEMENT IN AMERICAN PUBLIC LIFE. 7562729 0 1 1 0 0 0 0 0 0 1 0 0 1 0 1 0 1 0 0 0 0 0 1 0 0 0 1 0 1 0 0 0 1 1 0 0 1 0 0 0 0 0 1 0 0 1 68 0 14 1 0 0 0 0 1 1 0 0 0 X 4 3 0 0 0 0 1 0 0 1 0 0 0 1 1 1 1 1 1 1 0 0 AK AL AR GA CA CT FL IL KS KY HI MD MA MN MS NC MN NH NJ NY NM OK OR PA RI SC TN UT VA WI WV X BRIAN BURCH 3122016559 PO BOX 259837 MADISON WI 53725 BRIAN BURCH PRESIDENT 42.50 7.50 X X 201176 0 0 THOMAS M DILLON ESQ BOARD MEMBER 1.00 1.00 X 0 0 0 ANN LONGON BOARD MEMBER 1.00 1.00 X 0 0 0 PATRICK GILLEN BOARD MEMBER 5.00 5.00 X 0 0 0 201176 0 0 1 0 1 0 MAJORITY STRATEGIES LLC 12854 KENAN DRIVE SUITE 145 JACKSONVILLE FL 32258 ADVERTISING 739071 PIPELINE MEDIA 100 S WACKER DR SUITE 1275 CHICAGO IL 60606 ADVERTISING 430750 POLITICAL SOCIAL MEDIA LLC 2021 L ST NW SUITE 101-220 WASHINGTON DC 20037 VOLUNTEER TEXTING 305025 TIM HEULSKAMP 1116 E ANDERSON DR PALATINE IL 60074 PROGRAM CONSULTING 225500 CAMPAIGN SIDEKICK 1550 OLD ANNETTA RD ALEDO TX 76008 VOLUNTEER CALLS 200809 5 13095751 13095751 6250 15489 -9239 -9239 -9239 81475 26668 54807 54807 13141319 0 0 45568 70000 70000 165650 66260 16565 82825 384411 142424 58903 183084 911 346 125 440 46497 17637 6379 22481 23369 23369 23465 23465 1521155 1521155 1166236 1134823 31413 2245 2245 281998 245177 25071 11750 72385 21969 37235 13181 45568 25959 19609 9597 5352 4245 7819 7499 320 1950 488 1170 292 VOTER/DONOR EDUCATION 7535447 5521237 2001990 12220 ONLINE PROGRAM DEVELOPM 245625 244704 921 MISCELLANEOUS 30190 26063 3957 170 VOLUNTEER RECOGNITION 28862 28133 729 32456 9422 19760 3274 11695836 7562729 2257332 1875775 X 11711325 7562729 2272821 1875775 1125594 2195658 55466 45192 10000 20 12780 5637 3760 7143 9081 2671 112413 585524 1316314 2836208 36298 154019 21464 21846 0 79608 154019 X 1236706 2682189 1236706 2682189 1316314 2836208 1445483 0 X X 0 1 X 1 0 RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 4454293 10000 4454293 4454293 0 PART I-A, LINE 1: CONSISTENT WITH AND IN FURTHERANCE OF ITS MISSION, CATHOLIC VOTE CIVIC ACTION ENGAGED IN BOTH DIRECT AND NON-DIRECT POLITICAL ACTIVITIES INTENDED TO INFLUENCE THE OUTCOME OF THE 2020 ELECTIONS. THESE ACTIVITIES INCLUDED THE PRODUCTION AND DISTRIBUTION OF MAILINGS ADVOCATING FOR SPECIFIC POLICIES AND CANDIDATES AT STAKE IN KEY ELECTORAL RACES ACROSS THE COUNTRY, A SELECT NUMBER ONLINE VIDEOS AND DIGITAL ADS TARGETING CATHOLIC VOTERS, TARGETED TEXT MESSAGES INITIATED BY VOLUNTEERS AND DELIVERED TO HELP INFORM CATHOLIC VOTERS ON ISSUES AND TO ENCOURAGE VOTER PARTICIPATION, AND A PRINTED BOOK WHICH MADE THE CATHOLIC CASE FOR THE RE-ELECTION OF PRESIDENT TRUMP. 9683 5637 4046 3097 3097 7143 SECURITY DEPOSIT 5500 ATA ESCROW RECEIVABLE 290525 DUE FROM AFFILIATE 289499 585524 X 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. X X 1 AMERICAN TARGET ADVERTISING 9625 SURVEYOR COURT STE 400 MANASSAS VA 20110 DIRECT MAIL FUNDRAISING 0 7964201 6751755 1212446 7964201 6751755 1212446 AK AL AR AZ CA CT FL IL KS KY MA MD MI MN MS NC NM NH NJ NY HI OK OR PA RI SC TN UT VA GA WI WV LAKE NONA COUNTRY CLUB EVENT 81475 81475 24987 1681 81475 81475 24987 1681 26668 54807 FORM 990, SCHEDULE G, PART 1, LINE 2B(V): UNDER A WRITTEN AGREEMENT, FIDELIS PAYS AMERICAN TARGET ADVERTISING (ATA) FOR PROFESSIONAL FUNDRAISING SERVICES WHCIH INCLUDES ATA'S FEE OF 528,672. THE REMAINING AMOUNT OF $6,223,083 WAS RETAINED BY ATA FOR REIMBURSEMENT FOR ENVELOPES, PRINTING, POSTAGE, CAGING AND ESCROW FEES, BANK SERVICE CHARGES, DATA PROCESSING, ETC. 1 BIENVENIDO IN ACTION 3626 N HALL STREET STE 610 DALLAS TX 75219 853665465 501(C)(4) 45000 TO ASSIST IN SOCIAL WELFARE PURPOSES. UNITED IN PURPOSE 420 MONTGOMERY STREET SAN FRANCISCO CA 94104 262495973 501(C)(4) 25000 TO ASSIST IN THE EFFORTS TO HELP EDUCATE AND MOBILIZE CHRISTIAN VOTERS DURING THE ELECTION. 0 2 PART I, LINE 2: FIDELIS SETS CERTAIN TERMS AND CONDITIONS WITH EACH GRANT THAT IS AWARDED TO ENSURE THAT THE FUNDS ARE USED FOR THE INTENDED PURPOSE. THE GOVERNING BODY CHOOSES AND APPROVES ORGANIZATIONS THAT HAVE A SOCIAL WELFARE PURPOSE. X X X 0 0 0 0 0 0 0 0 0 BRIAN BURCH PRESIDENT 183976 0 17200 0 0 0 0 0 0 0 201176 0 0 0 PART I, LINE 1B FIDELIS ISSUED A W-2 FOR ITS PRESIDENT, BRIAN BURCH, FOR COMPENSATION EARNED BY FIDELIS AND FIDELIS CENTER FOR LAW AND POLICY. BASED ON HOURS PER WEEK WORKED FOR EACH ENTITY, 15% OF THE TOTAL W-2 AMOUNT OF $201,177 WAS ALLOCATED TO FIDELIS CENTER FOR LAW AND POLICY OR $30,177. ANN LONGON BOARD MEMBER START-UP COSTS X 75000 0 0 1 1 BIENVENIDO IN ACTION 45000 GRANTS VERVEMAIL (BRIAN BURCH) BRIAN BURCH, PRESIDENT, IS 25% OWNER OF VERVEMAIL, A VENDOR OF FIDELIS. 81334 EMAIL MARKETING 0 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 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 XII, LINE 2C: THE ORGANIZATION HAS NOT MADE ANY CHANGES TO THE PROCESS FROM THE PRIOR YEAR. FORM 990, PART VII, SECTION A: BRIAN BURCH, THE PRESIDENT, SPENDS AN AVERAGE OF 7.5 HOURS PER WEEK OF HIS TIME AT A RELATED ORGANIZATION, FIDELIS CENTER FOR LAW AND POLICY, A 501(C)(3) ORGANIZATION. FIDELIS CENTER FOR LAW AND POLICY P O BOX 259837 MADISON WI 53725 202787890 NATIONAL EDUCATIONAL AND LEGAL ADVOCACY PROGRAMS MI 501(C)(3) 170(B)(1)(A)VI N/A 0 0 0 0 1 0 0 0 0 0 0 0 0 0 1 1 0 0 0 0 FIDELIS CENTER FOR LAW AND POLICY D 289499 CASH VALUE