2023-11-06T14:23:42-06:00 2022-12-31 362170602 WARADY & DAVIS LLP 1717 DEERFIELD RD SUITE 300S DEERFIELD IL 60015 990 2022-01-01 202603413 FIDELIS FIDE 3176696127 PO BOX 259837 MADISON WI 53725 BRIAN BURCH PRESIDENT 3176696127 2023-11-06 1 BRIAN BURCH 999009999 1 CHRISTOPHER STRAUB P01278490 8472679600 2023-11-03 2 AAL1 IAL1 2022 2023-04-26 12:10:37Z BRIAN BURCH PO BOX 259837 MADISON WI 53725 9356285 0 X WWW.CATHOLICVOTE.ORG X 2005 MI CATHOLIC GRASSROOTS EDUCATION AND CIVIC ACTION TO DEFEND LIFE, FAITH, AND FAMILY. 4 3 23 200 0 0 4753246 9346922 0 0 0 0 995 9363 4754241 9356285 0 700000 0 0 731991 1085802 0 0 1614874 4188260 6219610 4920251 8005412 -166010 1350873 2636949 4172526 120770 305474 2516179 3867052 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 5410664 700000 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 2022, IN FURTHERANCE OF THIS MISSION, FIDELIS PROGRAMS INCLUDED OVER 2.3 MILLION POSTAL MAILINGS, 37.6 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 2022 MIDTERM ELECTIONS, 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. 5410664 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 1 0 1 0 0 0 0 0 0 0 1 0 0 0 0 0 1 0 0 1 38 0 23 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 OH IN TX MI X BRIAN BURCH 3176696127 PO BOX 259837 MADISON WI 53725 BRIAN BURCH PRESIDENT 25.00 25.00 X X 222170 0 5885 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 28000 0 JOHN SHERMAN CHIEF DEVELOPMENT OFFICER 25.00 25.00 X 105863 105863 6010 JOSHUA MERCER VICE PRESIDENT, PROGRAMS 25.00 25.00 X 82500 82500 4160 410533 216363 16055 2 0 1 0 TCN THE CIVIC NETWORK LLC 2045 W GRAND AVE SUITE B CHICAGO IL 60612 PROGRAM CONSULTING 396543 CREATIVE RESPONSE CONCEPTS 2850 EISENHOWER AVE SUITE 100 ALEXANDRIA VA 22314 PUBLIC RELATIONS CONSULTING 381380 MAJORITY STRATEGIES LLC 12854 KENAN DRIVE SUITE 145 JACKSONVILLE FL 32258 PROGRAM ADVERTISING 350000 TIM HEULSKAMP-TH2 STRATEGIES INC 1417 W 125TH ST N SEDGEWICK KS 67135 PROGRAM CONSULTING 215000 4 9346922 9346922 OTHER REVENUE 900099 9363 9363 9363 9356285 9363 0 0 X 700000 700000 114029 57014 28507 28508 840818 429589 114411 296818 19447 9940 2608 6899 39314 20036 5872 13406 72194 27383 9905 34906 12915 12915 29965 29965 3952301 2271048 609354 1071899 51698 51698 141256 102706 36946 1604 52025 13007 31214 7804 142161 55990 86171 37806 37806 4478 4478 13642 3411 8185 2046 VOTER/DONOR EDUCATION 1546422 1543252 3170 DUES AND SUBSCRIPTIONS 111747 58005 16629 37113 ONLINE PROGRAM DEVELOPM 77909 76280 1629 MEALS AND ENTERTAINMENT 16164 12785 3379 29121 719 7251 21151 8005412 5410664 979874 1614874 X 1585097 2756417 171223 132922 25175 7534 14781 17641 865848 1265546 2636949 4172526 120770 106418 0 199056 120770 305474 X 2344956 3816399 171223 50653 2516179 3867052 2636949 4172526 1350873 0 X X 0 1 X 1 0 RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 1292138 1500 1292138 600000 1892138 0 1 0 0 PART I-A, LINE 1: CONSISTENT WITH AND IN FURTHERANCE OF ITS MISSION, CATHOLICVOTE CIVIC ACTION ENGAGED IN BOTH DIRECT AND NON-DIRECT POLITICAL ACTIVITIES INTENDED TO INFLUENCE THE OUTCOME OF THE 2022 ELECTIONS. THESE ACTIVITIES INCLUDED THE PRODUCTION AND DISTRIBUTION OF MAILINGS ADVOCATING FOR SPECIFIC POLICIES AND CANDIDATES AT STAKE IN KEY ELECTORAL RACES IN OHIO, MICHIGAN, TEXAS, NEVADA, FLORIDA, ALASKA, AND ARIZONA, 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. 14043 3885 10158 11132 3649 7483 17641 ATA ESCROW RECEIVABLE 74802 DUE FROM AFFILIATE 991699 SECURITY DEPOSIT 2982 OPERATING LEASE RIGHT-OF-USE ASSET 196063 1265546 OPERATING LEASE LIABILITY 199056 199056 X 9364135 7850 7850 9356285 0 9356285 8013262 7850 7850 8005412 0 8005412 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 3199069 2486729 712340 3199069 2486729 712340 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 FORM 990, SCHEDULE G, PART 1, LINE 2B(V): UNDER A WRITTEN AGREEMENT, FIDELIS PAYS AMERICAN TARGET ADVERTISING (ATA) FOR PROFESSIONAL FUNDRAISING SERVICES WHICH INCLUDES ATA'S FEE OF $774,710. THE REMAINING AMOUNT OF $1,712,019 WAS RETAINED BY ATA FOR REIMBURSEMENT FOR ENVELOPES, PRINTING, POSTAGE, CAGING AND ESCROW FEES, BANK SERVICE CHARGES, DATA PROCESSING, ETC. 1 SUSAN B ANTHONY LIST 2800 SHIRLINGTON ROAD SUITE 1200 ARLINGTON VA 22206 541850126 100000 0 GRANT IS DESIGNATED TO ASSIST IN FUNDING THE PUBLIC ADVERTISING CAMPAIGN URGING SEN. MARK KELLY TO PROMOTE AND DEFEND THE SANCTITY OF LIFE. DO RIGHT PAC (STATE PAC) 5902 E 75TH AVE HUTCHINSON KS 67502 600000 0 TO SUPPORT THE EFFORTS TO PASS A PRO-LIFE CONSTITUTIONAL AMENDMENT IN KANSAS. 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 1 0 BRIAN BURCH PRESIDENT 214170 0 8000 0 0 0 5885 0 0 0 228055 0 0 0 JOHN SHERMAN CHIEF DEVELOPMENT OFFICER 105863 105863 0 0 0 0 3005 3005 0 0 108868 108868 0 0 JOSHUA MERCER VICE PRESIDENT, PROGRAMS 82500 82500 0 0 0 0 2080 2080 0 0 84580 84580 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, 50% OF THE TOTAL W-2 AMOUNT OF $222,170 WAS ALLOCATED TO FIDELIS CENTER FOR LAW AND POLICY OR $111,085. PART I, LINE 7 BRIAN BURCH, PRESIDENT RECEIVED A BONUS IN 2022 OF $8,000 BASED ON PERFORMANCE. VERVEMAIL (BRIAN BURCH) BRIAN BURCH, PRESIDENT, IS 25% OWNER OF VERVEMAIL, A VENDOR OF FIDELIS. 42533 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 IX, LINE 11G CONSULTING: PROGRAM SERVICE EXPENSES 1,656,073. MANAGEMENT AND GENERAL EXPENSES 581,560. FUNDRAISING EXPENSES 1,071,899. TOTAL EXPENSES 3,309,532. PAYROLL SERVICE FEES: PROGRAM SERVICE EXPENSES 0. MANAGEMENT AND GENERAL EXPENSES 13,864. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 13,864. OUTSIDE SERVICES: PROGRAM SERVICE EXPENSES 11,912. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 11,912. PUBLIC RELATIONS: PROGRAM SERVICE EXPENSES 412,415. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 412,415. CONTRACT LABOR: PROGRAM SERVICE EXPENSES 170,000. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 170,000. OTHER PROFESSIONAL FEES: PROGRAM SERVICE EXPENSES 20,648. MANAGEMENT AND GENERAL EXPENSES 13,930. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 34,578. FORM 990, PART XII, LINE 2C: BOARD MEMBERS ARE HAVING MORE REGULAR BOARD MEETINGS AND MINUTES DOCUMENTATION TO REVIEW FINANCIALS. 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 991699 CASH VALUE FIDELIS CENTER FOR LAW AND POLICY O 214734 CASH VALUE