FIDELIS (EIN 202603413) - Form 990 Financial Analysis & Trantor Score

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Financial Vulnerability Assessment (Tuckman-Chang)

4 risk indicators measuring financial stability and operational resilience

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Financial Trends

Organization Details

Formation Year

2005

Legal Domicile

Principal Officer

BRIAN BURCH

Phone

3122016557

Tax Period

2023-01-01 to 2023-12-31

FIDELIS, founded in 2005, is a community nonprofit in the Religion sector that reported $4.5M in total revenue in fiscal year 2023. Revenue fell 52% from the prior year — a significant decline worth monitoring. Expenses of $5.8M exceeded revenue, resulting in a 28% operating deficit.

Mission

CATHOLIC GRASSROOTS EDUCATION AND CIVIC ACTION TO DEFEND LIFE, FAITH, AND FAMILY.

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Trantor Score

Financial Health Score (300–850) · Liquidity · Solvency · Sustainability · Efficiency

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Liquidity (40%) • Solvency (30%) • Sustainability (20%) • Efficiency (10%)

Financial Overview (2023)

Revenue Breakdown

Contributions & Grants $4,516,028

Program Service Revenue $0

Investment Income $0

Other Revenue $5,748

TOTAL REVENUE $4,521,776

Expense Breakdown

Grants Paid $0

Salaries & Benefits $1,673,760

Fundraising Expenses $1,209,686

Program Expenses $3,844,997

Other Expenses $4,108,695

TOTAL EXPENSES $5,782,455

Year-over-Year Comparison

	2023	2022	Change
Revenue	$4,521,776	$9,356,285	-0.5%
Expenses	$5,782,455	$8,005,412	-0.3%
Net Income	$-1,260,679	$1,350,873	-1.9%

Key Indicators

✗ Grants to Organizations ✗ Grants to Individuals ✗ Lobbying ✗ Political Activity ✗ Foreign Activities ✗ Donor Advised Fund ✓ Schedule B Required

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Financial Health Indicators

Comprehensive financial analysis: Altman Z-Score, liquidity, solvency, sustainability, efficiency, and growth metrics

Financial Distress Indicator

Liquidity & Cash Position

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Altman Z-Score • Liquidity Ratios • Solvency Analysis • Growth Indicators • Efficiency Metrics

Governance

Voting Members

Independent Members

Employees

Volunteers

445

Governance Policies

✓ Conflict of Interest Policy

✓ Whistleblower Policy

✓ Document Retention Policy

Special Practices & Reported Activities

✗ Operated a School

✗ Operated a Hospital

✗ Provided First Class Travel

✗ Reported Conflict of Interest

✗ Reported Asset Diversion

✗ Excess Benefit Transaction

✗ Made Political Expenditures

✗ Engaged in Lobbying

✗ Operated Donor Advised Fund

✗ Maintained Art Collections

✗ Filed Form 720

Compensation of Officers, Directors & Key Employees

Total Officers

$235,870

Total Directors

$263,870

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
BRIAN BURCH	PRESIDENT	25.00	Officer Director	$229,000	$6,870	$235,870
THOMAS M DILLON ESQ	BOARD MEMBER	1.00	Director	$0	$0	$0
ANN LONGON	BOARD MEMBER	1.00	Director	$0	$0	$0
PATRICK GILLEN	BOARD MEMBER	5.00	Director	$0	$0	$0
MARK HOLTERMAN	BOARD MEMBER	1.00	Director	$0	$0	$0
PATRICK RAINEY	BOARD MEMBER	1.00	Director	$0	$0	$28,000
LAURA COLEMAN	BOARD MEMBER	1.00	Director	$0	$0	$0
DAVE FEAVEL	BOARD MEMBER	1.00	Director	$0	$0	$0
DWIGHT SAATHOFF	BOARD MEMBER	1.00	Director	$0	$0	$0
DAVE GRABOSKY	BOARD MEMBER	1.00	Director	$0	$0	$0
JOHN SHERMAN	CHIEF DEVELOPMENT OFFICER	25.00	Highest	$109,656	$10,318	$229,630
JOSHUA MERCER	VICE PRESIDENT, PROGRAMS	25.00	Highest	$92,500	$4,910	$189,910
SARAH CHASTAIN	DIRECTOR OF MARKETING SERV	40.00	Highest	$104,875	$9,157	$114,032
JASON STERN	GIFT OFFICER	25.00	Highest	$57,500	$2,516	$117,516
JONATHAN KEARNEY	DATA SYSTEMS MANAGER	25.00	Highest	$60,375	$10,200	$130,950

Note: Compensation data is self-reported by the organization on their Form 990. "Reportable Comp" includes salary, bonuses, and other reportable compensation from the organization and related organizations. "Other Comp" includes benefits, deferred compensation, and non-taxable benefits.

Historical Data

Year	Revenue	Expenses	Assets	Net Income
2023	$4,521,776	$5,782,455	$2,912,051	$-1,260,679
2022	$9,356,285	$8,005,412	$4,172,526	$1,350,873
2021	$4,754,241	$4,920,251	$2,636,949	$-166,010
2020	$13,141,319	$11,695,836	$2,836,208	$1,445,483
2019	$4,102,423	$3,201,006	$1,316,314	$901,417
2018	$3,296,911	$3,081,867	$441,505	$215,044

FIDELIS