2017-11-14T14:12:52-06:00 2016-12-31 362170602 WARADY & DAVIS LLP 1717 DEERFIELD RD SUITE 300S DEERFIELD IL 60015 990 2016-01-01 202603413 FIDELIS FIDE 3122016559 PO BOX 259837 MADISON WI 53725 BRIAN BURCH PRESIDENT 3122016559 2017-11-08 1 SUSAN GREGGO P00595460 8472679600 69.8.122.20 2017-11-08 14:16:04 CS P 6C9B1A35775087DBDB8A6D25ECA509C7F6C27838 C2A2E6784DEA05CD4C4D14E61C0E86C06E77A315 2016 2017-02-10 21:41:12Z X BRIAN BURCH PO BOX 259837 MADISON WI 53725 4302584 0 X WWW.CATHOLICVOTE.ORG X 2005 MI CATHOLIC GRASSROOTS EDUCATION AND CIVIC ACTION TO DEFEND LIFE, FAITH, AND FAMILY. 3 2 6 2 0 0 2014250 4288936 0 0 0 0 25350 13648 2039600 4302584 0 0 0 0 246785 404655 399434 680512 864511 1529686 2735321 2175905 3820488 -136305 482096 61529 509763 176699 142837 -115170 366926 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 1250789 FIDELIS IS A NATIONAL CATHOLIC ADVOCACY GROUP FOUNDED TO HELP BEST APPLY THE AUTHENTIC SOCIAL TEACHING OF THE CATHOLIC CHURCH IN AMERICAN PUBLIC LIFE. FIDELIS PROVIDES CATHOLIC CITIZENS CRITICAL COMMENTARY AND INFORMATION ON THE FOUNDATIONAL ISSUES OF MARRIAGE, PARENTAL RIGHTS IN EDUCATION, RELIGIOUS LIBERTY AND THE SANCTITY OF HUMAN LIFE FROM CONCEPTION TO NATURAL DEATH. IN FURTHERANCE OF THIS MISSION, FIDELIS EDUCATION PROGRAMS INCLUDED OVER 2 MILLION POSTAL MAILINGS AND OVER 5 MILLION E-MAIL MESSAGES TO INFORM CITIZENS OF LEGISLATION, EXECUTIVE POLICY, ADMINISTRATIVE AND REGULATORY AND LEGAL CHANGES THAT IMPACT THE CIVIL RIGHTS OF AMERICAN CITIZENS, WITH A PARTICULAR EMPHASIS ON THE THREATS POSED TO THE FOUNDATIONAL RIGHT TO RELIGIOUS FREEDOM AND THE SANCTITY OF LIFE. FIDELIS ALSO WORKED TO HELP CATHOLICS UNDERSTAND THE CRITICAL ISSUES INVOLVED IN THE 2016 ELECTIONS, URGING VOTERS TO INFORM THEIR CONSCIENCES AND VOTE ACCORDINGLY. AS A PART OF THIS CAMPAIGN, THE PRESIDENT OF FIDELIS SPEAKS REGULARLY TO GRASSROOTS GROUPS ACROSS THE COUNTRY. 910091 FIDELIS 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 MESSAGING TO INFORM VOTERS OF KEY ISSUES OF IMPORTANCE. IN FURTHERANCE OF THIS EFFORT, CV USED MEDIA PLACEMENTS ON SOCIAL MEDIA, WEB SEARCH ENGINES, AND COMMONLY VISITED WEB DESTINATIONS TO PROVIDE COMMENTARY AND EDUCATIONAL INFORMATION FOR LIKELY VOTERS. CV ENGAGED DIRECTLY WITH KEY LEGISLATORS WITH PHONE CALLS AND MEETINGS TO PROMOTE GREATER COLLABORATION AMONG PARTNERS, ELECTED OFFICIALS AND RELATED PARTIES SEEKING IDEAS ON HOW TO BEST ADDRESS SOCIAL, MORAL, FISCAL AND BUDGETARY ISSUES FROM A UNIQUELY CATHOLIC PERSPECTIVE. THE CATHOLICVOTE.ORG WEBSITE OPERATED AS THE 501(C)4 COUNTERPART TO THE CATHOLIC VOTE EDUCATION FUND. 2160880 0 1 1 0 0 0 0 0 0 1 0 0 1 1 1 0 1 0 0 0 0 0 1 0 0 0 0 0 1 0 0 0 1 0 0 0 1 0 0 0 0 0 1 0 0 1 10 0 1 6 1 0 0 0 0 1 1 0 X 3 2 0 0 0 0 1 0 0 1 0 0 0 1 1 1 1 1 1 1 0 0 AK AL AR AZ CA CT FL IL KS KY LA MD ME MN MS NC ND NH NJ NY OH OK OR PA RI SC TN UT VA WA WI WV X BRIAN BURCH 3122016559 PO BOX 259837 MADISON WI 53725 BRIAN BURCH PRESIDENT 45.00 5.00 X X 144596 18075 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 144596 18075 0 1 0 1 0 AMERICAN TARGET ADVERTISING 9625 SURVEYOR COURT SUITE 400 MANASSAS VA 20110 EDUCATION/SOLICITATION 2415074 CREATIVE RESPONSE CONCEPTS 2760 EISENHOWER AVENUE 4TH FLOOR ALEXANDRIA VA 22314 EDUCATION/PROMOTION 474980 2 4288936 4288936 13648 0 13648 13648 13648 4302584 0 0 13648 150621 75311 15062 60248 222277 135106 29442 57729 31757 17920 3790 10047 7105 7105 16628 16628 680512 680512 99899 96534 3221 144 578241 574991 3250 30028 17493 10708 1827 71112 44801 15644 10667 24620 12453 12167 7292 200 7092 17682 16836 846 1950 1228 429 293 CITIZEN EDUCATION 1734562 1044917 689645 ONLINE PROGRAM DEVELOPM 86791 86605 186 CREDIT CARD PROCESSING 30031 30031 PRINTING 21714 21714 7666 7666 3820488 2160880 795097 864511 X 2089834 1044917 689645 355272 21531 434129 13000 10957 8922 1634 2035 32864 34140 5500 26459 61529 509763 95309 51459 72464 54464 8926 36914 176699 142837 X -115170 366926 -115170 366926 61529 509763 482096 0 X X 0 1 X 1 0 RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 530580 200 530580 530580 0 PART I-A, LINE 1: FIDELIS D/B/A CATHOLICVOTE ENGAGED DIRECTLY IN A SELECT NUMBER OF ELECTORAL RACES, INCLUDING CAMPAIGNS FOR THE PRESIDENCY AND ENDORSEMENTS AND EXPENDITURES IN CAMPAIGNS FOR THE UNITED STATES SENATE IN NH, NV, FL, MO, NC AND PA. EXPENDITURES CONSTITUTED APPROXIMATELY 10% OF OVERALL ORGANIZATION REVENUE. EXPENDITURES WERE REPORTED, IN COMPLIANCE WITH APPLICABLE LAW, TO THE FEDERAL ELECTION COMMISSION. 6189 4154 2035 4768 4768 0 2035 SECURITY DEPOSIT 5500 ATA ESCROW RECEIVABLE 20959 26459 DUE TO AFFILIATE 8926 DEFERRED RENT 27988 36914 X 4302584 0 4302584 0 4302584 3820488 0 3820488 0 3820488 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 X X 1 AMERICAN TARGET ADVERTISING 9625 SURVEYOR COURT STE 400 MANASSAS VA 20110 DIRECT MAIL FUNDRAISING 0 2870232 2436033 434199 2870232 2436033 434199 AK AL AR AZ CA CT FL IL KS KY LA MD ME MN MS NC ND NH NJ NY OH OK OR PA RI SC TN UT VA WA WI WV FORM 990, SCHEDULE G, PART 1, LINE 2B(V): FIDELIS PAYS AMERICAN TARGET ADVERTISING (ATA) A PROFESSIONAL FUNDRAISER FEE OF $159,768. THE REMAINING AMOUNTS PAID TO ATA WERE REIMBURSEMENT FOR ENVELOPES, PRINTING, POSTAGE, ETC. SEE BELOW FOR DETAIL: PROFESSIONAL FUNDRAISER FEE $665,059 MAIL SHOP AND PRINTING 406,346 POSTAGE 892,403 FEES 45,618 CAGING & ESCROW 75,162 DATA PROCESSING 42,191 INTEREST EXPENSE 8,606 MAILING LIST FEES 214,669 PROMOTIONAL DOLLAR BILLS & COINS 873 DONOR REFUND 27 ENVELOPES 37,993 FINANCE CHARGE 47,086 TOTAL PER PART I 2,436,033 X X X 0 0 0 0 0 0 0 1 0 BRIAN BURCH PRESIDENT 138571 18075 6025 0 0 0 0 0 0 0 144596 18075 0 0 PART I, LINE 7 BRIAN BURCH, EXECUTIVE DIRECTOR, RECEIVED A YEAR-END BONUS EQUAL TO ONE WEEK'S SALARY. ANN LONGON BOARD MEMBER START-UP COSTS X 75000 54464 0 1 1 54464 VERVEMAIL (BRIAN BURCH) BRIAN BURCH, PRESIDENT, IS 25% OWNER OF VERVEMAIL, A VENDOR OF FIDELIS. 61001 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 16 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 2709 CHICAGO IL 60690 202787890 NATIONAL EDUCATIONAL AND LEGAL ADVOCACY PROGRAMS MI 501(C)(3) 170(B)(1)(A)VI N/A 0 FIDELIS MEDIA FUND P O BOX 2709 CHICAGO IL 60690 202604031 LEGISLATIVE AND POLITICAL ACTIVITES MI 527 N/A 0 0 0 0 0 1 0 0 0 0 0 0 0 0 1 1 0 0 0 0