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Fidelia E Plett Charitable Foundation

Organization summary

Type of Nonprofit

Designated as a Organizations for any of the following purposes: religious, educational, charitable, scientific, literary, testing for public safety, fostering national or international amateur sports competition (as long as it doesn't provide athletic facilities or equipment), or the prevention of cruelty to children or animals.

Donations to this organization are tax deductible.

Summary charts: organization finances over time

Revenue
$62.9k (2024)

Expenses
$40k (2024)

Total Assets
$609k (2024)

Total Liabilities
$0 (2024)

Source: Form 990 tax filings from 2011 to 2024

Tax Filings by Year

Form 990 is an information return that most organizations claiming federal tax-exempt status must file yearly with the IRS. Nonprofit Explorer has IRS digitized Form 990 data for filings processed in 2012 and later. If this organization filed an amended return, it may not be reflected below. Duplicate download links may indicate a resubmission or amendment to this organization's original return. Form 990 data is from the IRS.

Fiscal Year Ending Dec.
2024

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$62,875
Expenses
$39,974
Net Income
$22,901
Net Assets
$608,608
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $7,331
11.7%
Interest Revenue $561
0.9%
Dividends $16,620
26.4%
Sales of Assets $38,363
61.0%
Other Income $0
Notable Expenses Percent of Total Expenses
Charitable Disbursements $30,000
75.0%
Compensation of Officers* $900
2.3%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.
Assets/Debt
Total Assets $608,608
Total Liabilities $0
Net Assets $608,608
Compensation
Key Employees and Officers Compensation Other
David Balzer (Chairman) $150 $0
Heather Martens (Director) $150 $0
Kristina Reimer Balzer (Secretary/Tr) $150 $0
Stacie Klassen (Director) $150 $0
Kevin Wiens (Vice Chair) $150 $0
Sharon Stucky (Director) $75 $0
John Gaeddert (Director) $75 $0

Document Links

Fiscal Year Ending Dec.
2023

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$41,661
Expenses
$38,005
Net Income
$3,656
Net Assets
$585,807
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $8,125
19.5%
Interest Revenue $1,829
4.4%
Dividends $18,572
44.6%
Sales of Assets $13,135
31.5%
Other Income $0
Notable Expenses Percent of Total Expenses
Charitable Disbursements $30,000
78.9%
Compensation of Officers* $0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.
Assets/Debt
Total Assets $585,807
Total Liabilities $0
Net Assets $585,807
Compensation
Key Employees and Officers Compensation Other
Kristina Reimer Balzer (Trustee / Treasurer/Sec) $0 $0
John Gaeddert (Trustee) $0 $0
David K Balzer (Trustee / Chairman) $0 $0
Kevin Wiens (Trustee) $0 $0
Sharon Stucky (Trustee) $0 $0

Document Links

Fiscal Year Ending Dec.
2022

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$92,679
Expenses
$35,226
Net Income
$57,453
Net Assets
$582,151
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $36,121
39.0%
Interest Revenue $60
0.1%
Dividends $24,405
26.3%
Sales of Assets $32,093
34.6%
Other Income $0
Notable Expenses Percent of Total Expenses
Charitable Disbursements $26,500
75.2%
Compensation of Officers* $0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.
Assets/Debt
Total Assets $582,151
Total Liabilities $0
Net Assets $582,151
Compensation
Key Employees and Officers Compensation Other
Kristina Reimer Balzer (Trustee / Treasurer/Sec) $0 $0
John Gaeddert (Trustee) $0 $0
David K Balzer (Trustee / Chairman) $0 $0
Kevin Wiens (Trustee) $0 $0
Betsy Buller (Trustee) $0 $0
Sharon Stucky (Trustee) $0 $0

Document Links

Fiscal Year Ending Dec.
2021

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$64,579
Expenses
$41,884
Net Income
$22,695
Net Assets
$524,698
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $0
Interest Revenue $2
0.0%
Dividends $20,188
31.3%
Sales of Assets $44,389
68.7%
Other Income $0
Notable Expenses Percent of Total Expenses
Charitable Disbursements $32,500
77.6%
Compensation of Officers* $0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.
Assets/Debt
Total Assets $524,698
Total Liabilities $0
Net Assets $524,698
Compensation
Key Employees and Officers Compensation Other
Kristina Reimer Balzer (Trustee / Treasurer/Sec) $0 $0
John Gaeddert (Trustee) $0 $0
David K Balzer (Trustee / Chairman) $0 $0
Kevin Wiens (Trustee) $0 $0
Betsy Buller (Trustee) $0 $0
Sharon Stucky (Trustee) $0 $0

Document Links

Fiscal Year Ending Dec.
2020

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$39,028
Expenses
$37,137
Net Income
$1,891
Net Assets
$502,002
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $318
0.8%
Interest Revenue $47
0.1%
Dividends $14,232
36.5%
Sales of Assets $24,431
62.6%
Other Income $0
Notable Expenses Percent of Total Expenses
Charitable Disbursements $29,000
78.1%
Compensation of Officers* $0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.
Assets/Debt
Total Assets $502,003
Total Liabilities $1
Net Assets $502,002
Compensation
Key Employees and Officers Compensation Other
Kristina Reimer Balzer (Trustee / Treasurer/Sec) $0 $0
John Gaeddert (Trustee) $0 $0
David K Balzer (Trustee / Chairman) $0 $0
Kevin Wiens (Trustee) $0 $0
Betsy Buller (Trustee) $0 $0
Sharon Stucky (Trustee) $0 $0

Document Links

Fiscal Year Ending Dec.
2019

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$29,470
Expenses
$37,091
Net Income
-$7,621
Net Assets
$500,111
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $0
Interest Revenue $196
0.7%
Dividends $14,141
48.0%
Sales of Assets $15,133
51.4%
Other Income $0
Notable Expenses Percent of Total Expenses
Charitable Disbursements $29,000
78.2%
Compensation of Officers* $0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.
Assets/Debt
Total Assets $500,112
Total Liabilities $1
Net Assets $500,111
Compensation
Key Employees and Officers Compensation Other
Kristina Reimer Balzer (Trustee / Treasurer/Sec) $0 $0
John Gaeddert (Trustee) $0 $0
David K Balzer (Trustee / Chairman) $0 $0
Kevin Wiens (Trustee) $0 $0
Betsy Buller (Trustee) $0 $0
Sharon Stucky (Trustee) $0 $0

Document Links

Fiscal Year Ending Dec.
2018

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$30,664
Expenses
$40,015
Net Income
-$9,351
Net Assets
$507,733
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $0
Interest Revenue $138
0.5%
Dividends $15,785
51.5%
Sales of Assets $14,741
48.1%
Other Income $0
Notable Expenses Percent of Total Expenses
Charitable Disbursements $32,000
80.0%
Compensation of Officers* $0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.
Assets/Debt
Total Assets $507,733
Total Liabilities $0
Net Assets $507,733
Compensation
Key Employees and Officers Compensation Other
Kristina Reimer Balzer (Trustee / Treasurer/Sec) $0 $0
John Gaeddert (Trustee) $0 $0
David K Balzer (Trustee / Chairman) $0 $0
Kevin Wiens (Trustee) $0 $0
Betsy Buller (Trustee) $0 $0
Sharon Stucky (Trustee) $0 $0

Document Links

Fiscal Year Ending Dec.
2017

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$33,169
Expenses
$38,504
Net Income
-$5,335
Net Assets
$517,084
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $0
Interest Revenue $66
0.2%
Dividends $14,021
42.3%
Sales of Assets $19,082
57.5%
Other Income $0
Notable Expenses Percent of Total Expenses
Charitable Disbursements $31,000
80.5%
Compensation of Officers* $0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.
Assets/Debt
Total Assets $517,084
Total Liabilities $0
Net Assets $517,084
Compensation
Key Employees and Officers Compensation Other
Kristina Reimer Balzer (Trustee / Treasurer/Sec) $0 $0
John Gaeddert (Trustee) $0 $0
David K Balzer (Trustee / Chairman) $0 $0
Kevin Wiens (Trustee) $0 $0
Betsy Buller (Trustee) $0 $0

Document Links

Fiscal Year Ending Dec.
2016

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$17,363
Expenses
$38,677
Net Income
-$21,314
Net Assets
$522,419
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $0
Interest Revenue $23
0.1%
Dividends $12,402
71.4%
Sales of Assets $4,938
28.4%
Other Income $0
Notable Expenses Percent of Total Expenses
Charitable Disbursements $31,000
80.2%
Compensation of Officers* $0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.
Assets/Debt
Total Assets $522,419
Total Liabilities $0
Net Assets $522,419
Compensation
Key Employees and Officers Compensation Other
Kristina Reimer Balzer (Trustee / Treasurer/Sec) $0 $0
John Gaeddert (Trustee) $0 $0
David K Balzer (Trustee / Chairman) $0 $0
Kevin Wiens (Trustee) $0 $0
Betsy Buller (Trustee) $0 $0

Document Links

Fiscal Year Ending Dec.
2015

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$31,032
Expenses
$39,095
Net Income
-$8,063
Net Assets
$543,733
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $0
Interest Revenue $11
0.0%
Dividends $13,146
42.4%
Sales of Assets $17,875
57.6%
Other Income $0
Notable Expenses Percent of Total Expenses
Charitable Disbursements $31,000
79.3%
Compensation of Officers* $0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.
Assets/Debt
Total Assets $543,733
Total Liabilities $0
Net Assets $543,733
Compensation
Key Employees and Officers Compensation Other
Kristina Reimer Balzer (Trustee / Treasurer/Sec) $0 $0
Allen Pauls (Trustee / Vice Chairman) $0 $0
John Gaeddert (Trustee) $0 $0
David K Balzer (Trustee / Chairman) $0 $0
Kevin Wiens (Trustee) $0 $0
Betsy Buller (Trustee) $0 $0

Document Links

Fiscal Year Ending Dec.
2014

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$38,997
Expenses
$41,383
Net Income
-$2,386
Net Assets
$551,796
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $0
Interest Revenue $7
0.0%
Dividends $14,414
37.0%
Sales of Assets $23,693
60.8%
Other Income $883
2.3%
Notable Expenses Percent of Total Expenses
Charitable Disbursements $33,000
79.7%
Compensation of Officers* $0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.
Assets/Debt
Total Assets $551,796
Total Liabilities $0
Net Assets $551,796
Compensation
Key Employees and Officers Compensation Other
Kristina Reimer Balzer (Trustee / Treasurer/Sec) $0 $0
Allen Pauls (Trustee / Vice Chairman) $0 $0
John Gaeddert (Trustee) $0 $0
David K Balzer (Trustee / Chairman) $0 $0
Kevin Wiens (Trustee) $0 $0
Betsy Buller (Trustee) $0 $0

Document Links

Fiscal Year Ending Dec.
2013

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$32,955
Expenses
$33,515
Net Income
-$560
Net Assets
$554,182
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $0
Interest Revenue $16
0.0%
Dividends $13,181
40.0%
Sales of Assets $19,758
60.0%
Other Income $0
Notable Expenses Percent of Total Expenses
Charitable Disbursements $25,200
75.2%
Compensation of Officers* $0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.
Assets/Debt
Total Assets $554,514
Total Liabilities $332
Net Assets $554,182
Compensation
Key Employees and Officers Compensation Other
Kristina Reimer Balzer (Trustee / Treasurer/Sec) $0 $0
Allen Pauls (Trustee / Vice Chairman) $0 $0
John Gaeddert (Trustee) $0 $0
David K Balzer (Trustee / Chairman) $0 $0
Kevin Wiens (Trustee) $0 $0
Betsy Buller (Trustee) $0 $0

Document Links

Fiscal Year Ending Dec.
2012

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$24,037
Expenses
$38,874
Net Income
-$14,837
Net Assets
$554,741
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $0
Interest Revenue $2
0.0%
Dividends $14,086
58.6%
Sales of Assets $9,668
40.2%
Other Income $281
1.2%
Notable Expenses Percent of Total Expenses
Charitable Disbursements $31,000
79.7%
Compensation of Officers* $0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.
Assets/Debt
Total Assets $554,742
Total Liabilities $1
Net Assets $554,741

Document Links

Fiscal Year Ending Dec.
2011

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$10,050
Expenses
$32,265
Net Income
-$22,215
Net Assets
$569,578
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $0
Interest Revenue $177
1.8%
Dividends $13,720
> 100%
Sales of Assets $0
Other Income $0
Notable Expenses Percent of Total Expenses
Charitable Disbursements $25,500
79.0%
Compensation of Officers* $0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.
Assets/Debt
Total Assets $569,579
Total Liabilities $1
Net Assets $569,578

Document Links

Fiscal Year Ending Dec.
2010

No Extracted Financial Data

Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.

Document Links

Fiscal Year Ending Dec.
2009

No Extracted Financial Data

Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.

Document Links

Fiscal Year Ending Dec.
2008

No Extracted Financial Data

Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.

Document Links

Fiscal Year Ending Dec.
2007

No Extracted Financial Data

Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.

Document Links

Fiscal Year Ending Dec.
2006

No Extracted Financial Data

Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.

Document Links

Fiscal Year Ending Dec.
2005

No Extracted Financial Data

Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.

Document Links

Fiscal Year Ending Dec.
2004

No Extracted Financial Data

Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.

Document Links

Fiscal Year Ending Dec.
2003

No Extracted Financial Data

Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.

Document Links

Fiscal Year Ending Dec.
2002

No Extracted Financial Data

Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.

Document Links

Fiscal Year Ending Dec.
2001

No Extracted Financial Data

Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.

Document Links

About This Data

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Nonprofit Explorer includes summary data for nonprofit tax returns and full Form 990 documents, in both PDF and digital formats.

The summary data contains information processed by the IRS during the 2012-2019 calendar years; this generally consists of filings for the 2011-2018 fiscal years, but may include older records. This data release includes only a subset of what can be found in the full Form 990s.

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