FIDELIS CENTER FOR LAW & POLICY (EIN 202787890) - 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

PATRICK T GILLEN

Phone

3176696127

Tax Period

2023-01-01 to 2023-12-31

FIDELIS CENTER FOR LAW & POLICY, founded in 2005, is a community nonprofit in the Civil Rights & Advocacy sector that reported $4.3M in total revenue in fiscal year 2023. Revenue surged 28% from the prior year, signaling strong growth momentum. Expenses of $4.2M left a modest 3% surplus.

Mission

NATIONAL EDUCATIONAL AND LEGAL ADVOCACY PROGRAMS 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 $4,312,748

Program Service Revenue $0

Investment Income $1,263

Other Revenue $0

TOTAL REVENUE $4,314,011

Expense Breakdown

Grants Paid $1,434,138

Salaries & Benefits $979,460

Fundraising Expenses $522,004

Program Expenses $3,442,707

Other Expenses $1,765,494

TOTAL EXPENSES $4,179,092

Year-over-Year Comparison

	2023	2022	Change
Revenue	$4,314,011	$3,381,192	+0.3%
Expenses	$4,179,092	$3,454,307	+0.2%
Net Income	$134,919	$-73,115	-2.8%

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

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

$263,870

Total Directors

$28,000

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
BRIAN BURCH	EXECUTIVE DIRECTOR	25.00	Officer	$0	$6,870	$235,870
PATRICK T GILLEN	PRESIDENT & CHIEF COUNSE	5.00	Officer Director	$28,000	$0	$28,000
ANN LONGON	BOARD MEMBER	1.00	Director	$0	$0	$0
THOMAS DILLON ESQ	BOARD MEMBER	1.00	Director	$0	$0	$0
MARK HOLTERMAN	BOARD MEMBER	1.00	Director	$0	$0	$0
PATRICK RAINEY	BOARD MEMBER	1.00	Director	$0	$0	$0
LAURA COLEMAN	BOARD MEMBER	1.00	Director	$0	$0	$0
DAVE FEAVEL	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, PROGRAMMIN	25.00	Highest	$92,500	$4,910	$189,910
KARA MONE	PROJECT COORDINATOR	20.00	Highest	$55,022	$2,096	$111,940
JASON STERN	GIFT OFFICER	20.00	Highest	$57,500	$2,516	$117,516
JONATHAN KEARNEY	DATA SYSTEMS MANAGER	20.00	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
2024	No data	No data	No data	No data
2023	$4,314,011	$4,179,092	$2,465,434	$134,919
2022	$3,381,192	$3,454,307	$2,399,789	$-73,115
2021	$3,071,392	$3,042,943	$2,330,203	$28,449
2020	$3,070,247	$2,203,623	$1,713,826	$866,624
2019	$2,321,408	$2,018,302	$644,320	$303,106
2018	$1,393,617	$1,445,281	$238,419	$-51,664

FIDELIS CENTER FOR LAW & POLICY