Civic Intelligence

Jon and Sonja Laidig Foundation Inc.

990 • Fiscal year 2020 • EIN 35-2037144

Jul 01, 2019 to Jun 30, 2020 • Filed on Nov 04, 2020

Organization ProfileN/A
PO Box 837South Bend, IN 46624-0837

(574) 232-0041

Siviq Scores

Precomputed percentiles for this filing year versus similar nonprofits in the same peer cohort.

Liabilities / Assets

40th percentile

0.10x

Higher debt load relative to assets than 40% of similar nonprofits.

2020 filings • 501(c)3 • $5M-$10M nonprofits • Source year 2020

Liabilities / Revenue

86th percentile

1.54x

Higher debt load relative to revenue than 86% of similar nonprofits.

2020 filings • 501(c)3 • $5M-$10M nonprofits • Source year 2020

Net Margin

23rd percentile

-7.2%

Higher net margin than 23% of similar nonprofits.

2020 filings • 501(c)3 • $5M-$10M nonprofits • Source year 2020

Top Officer Pay

21st percentile

$0

Higher top officer pay than 21% of similar nonprofits.

Top officer pay equals 0.0% of source-year revenue.

2020 filings • 501(c)3 • $5M-$10M nonprofits • Source year 2020

Asset Growth

Score unavailable

No value available

No earlier valid filing was available within the previous three public years.

Source year 2020

Revenue Growth

Score unavailable

No value available

No earlier valid filing was available within the previous three public years.

Source year 2020

Balance Sheet
Liabilities / Assets40th percentile

Assets

$7,607,980

No earlier filing loaded for comparison.

Net Assets

$6,877,964

No earlier filing loaded for comparison.

Liabilities

$730,016

No earlier filing loaded for comparison.

Revenue And Expenses
Liabilities / Revenue86th percentileNet Margin23rd percentile

Revenue

$475,362

No earlier filing loaded for comparison.

Expenses

$509,675

No earlier filing loaded for comparison.

Net Income

-$34,313

No earlier filing loaded for comparison.

Historical Trend

Balance Sheet Trend

Asset GrowthScore unavailable

The highlighted filing sits inside the broader history for assets, liabilities, and net assets.

$10M$5.0M$0Assets 2020: $7,607,980Liabilities 2020: $730,016Net Assets 2020: $6,877,9642020Assets 2021: $9,433,242Liabilities 2021: $440,020Net Assets 2021: $8,993,2222021Assets 2022: $8,041,713Liabilities 2022: $642,517Net Assets 2022: $7,399,1962022Assets 2023: $8,142,469Liabilities 2023: $560,017Net Assets 2023: $7,582,4522023Assets 2024: $8,456,181Liabilities 2024: $376,001Net Assets 2024: $8,080,1802024Assets 2025: $8,761,595Liabilities 2025: $176,001Net Assets 2025: $8,585,5942025

Highlighted filing

2020

Assets$7,607,980
Liabilities$730,016
Net Assets$6,877,964
Open 2020 Filing

Operations Trend

Revenue GrowthScore unavailable

Revenue, expenses, and net income across loaded years, with this filing highlighted.

$1.0M$500K$0-$500KRevenue 2020: $475,362Expenses 2020: $509,675Net Income 2020: -$34,3132020Revenue 2021: $585,341Expenses 2021: $211,946Net Income 2021: $373,3952021Revenue 2022: $711,096Expenses 2022: $710,254Net Income 2022: $8422022Revenue 2023: $473,661Expenses 2023: $415,029Net Income 2023: $58,6322023Revenue 2024: $371,748Expenses 2024: $372,738Net Income 2024: -$9902024Revenue 2025: $797,100Expenses 2025: $371,330Net Income 2025: $425,7702025

Highlighted filing

2020

Revenue$475,362
Expenses$509,675
Net Income-$34,313
Open 2020 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2019 to Jun 30, 2020
Signed
Nov 4, 2020
Return Version
2019v5.0
Gross Receipts
$872,972
Mission and Program Overview

Mission

The Jon and Sonja Laidig Foundation is a supporting organization of the Community Foundation of St. Joseph County. The Jon and Sonja Laidig Foundation supports charitable, religious and educational programs benefitting citizens of St. Joseph County, Indiana.

The Jon and Sonja Laidig Foundation supports charitable, religious, and educational programs for the benefit of St. Joseph County citizens.

Balance Sheet Detail
LineBeginningEndChange
Assets
Investments in Publicly Traded Securities$6,062,987$6,177,618▲ $114,631
Investments Other Securities$1,092,656$1,067,745▼ $24,911
Savings and Temporary Cash Investments$414,189$362,617▼ $51,572
Receivable From Disqualified Prsn-$0-
Receivables From Officers Etc$0$0→ $0
Investments Program Related$0--
Land, Buildings, and Equipment, Net-$0-
Loans From Officers Directors-$0-
Total Assets$7,569,832$7,607,980▲ $38,148
Other Assets Total$0$0→ $0
Liabilities
Grants Payable$720,000$730,000▲ $10,000
Accounts Payable and Accrued Expenses$16$16→ $0
Other Liabilities$0$0→ $0
Total Liabilities$720,016$730,016▲ $10,000
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$6,849,816$6,877,964▲ $28,148
Total Net Assets Fund Balance$6,849,816$6,877,964▲ $28,148
Total Liabilities and Net Assets / Fund Balance$7,569,832$7,607,980▲ $38,148

Asset Categories

AssetBook ValueDepreciationBasis
Other Securities$1,067,745--

Endowment Activity

PeriodBeginningContrib.Gain/LossOther UsesEnd
2019$6,828,042-▲ $516,641-$6,855,724
2018$6,960,058-▲ $352,931-$6,828,042
2017$7,093,251$30,000▲ $610,918-$6,960,058
2016$6,783,816$30,000▲ $801,631-$7,093,251
2015$7,034,085-▼ $85,639-$6,783,816
Compensation and Service Providers
Top Officer Pay21st percentile

Board Members and Trustees

NameTitle
-President
-Vice President
-Director
-Secretary/Treasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$0
Program Service Revenue
$0
Investment Income
$475,362
Other Revenue
$0
Change in Net Assets
$-34,313
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Grants and Similar Amounts Paid$489,151
Other Expenses$20,524
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Grants to Domestic Orgs$418,958--$418,958
Grants to Domestic Individuals$70,193--$70,193
Other Expenses$0$20,274$0$20,274
Insurance$0$250$0$250
Total Functional Expenses$489,151$20,524$0$509,675
International Activity

Grant and Assistance Recipients

RecipientLocationCategoryPurposeAmount
Early Childhood Education Fund at the CFSJCSouth Bend, IN501(c)(3)CFSJC Early Childhood Education Initiative$200,000
Library Fund at the CFSJCSouth Bend, IN501(c)(3)St. Joseph County Library Expansion$100,000
Community Foundation of St Joseph CountySouth Bend, IN501(c)(3)Unrestricted$73,958
Boys & Girls Clubs of St Joseph CountySouth Bend, IN501(c)(3)2020 Laidig Service Scholarship Internship$7,500
Green Bridge GrowersMishawaka, IN501(c)(3)2020 Laidig Service Scholarship Internship$7,500
Unity Gardens IncSouth Bend, IN501(c)(3)2020 Laidig Service Scholarship Internship$7,500
Hope MinistriesSouth Bend, IN501(c)(3)2020 Laidig Service Scholarship Internship$5,000
St Margaret's HouseSouth Bend, IN501(c)(3)2020 Laidig Service Scholarship Internship$5,000
Fundraising, Events, and Gaming
Fundraising activities
No
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Professional Fundraising Fees$0
Political and Lobbying Activity
Political campaign activity
No
Lobbying activity
No
Insider Transactions and Loans

Loans and Receivables

Line ItemBeginningEndChange
Loans from Officers, Directors, Trustees, and Key Employees-$0-
Receivables from Disqualified Persons-$0-
Receivables from Officers, Directors, Trustees, and Key Employees$0$0→ $0
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
Yes
Audit committee
Yes
Business relationship with 35% controlled entity
No
Business relationship with family members
No
Business relationship with organization members
No
Material changes to governing documents
No
Compensation from other sources disclosed
No
Conflict-of-interest policy
Yes
Audited financial statements prepared
Yes
Key decisions subject to board approval
No
Management duties delegated
No

Governance Explanations

Form 990, Part VI, Line 2 Family/business relationships amongst interested persons

“Sonja Laidig and Joan Laidig - Family relationship”

Form 990, Part VI, Line 11B Review of form 990 by governing body

“The Community Foundation of St. Joseph County's Audit Committee, comprised of accounting professionals, were delegated the responsibility to review the 990. The Committee receives a completed copy of the 990 prior to filing and will report any concern to the Board of Directors. The 990 is made available to all Board Members.”

Form 990, Part VI, Line 12C Conflict of interest policy

“Annually the Board of Directors review the Conflict of Interest Policy. Board members disclose their conflicts of interest with respect to each item discussed and the disclosure is reflected in the minutes of the meeting.”

Form 990, Part VI, Line 19 Required documents available to the public

“The consolidated financial statements are available on the Community Foundation of St. Joseph County's website. The governing documents, conflict of interest policy and 990 are available upon request.”

Filing and Contact Details

Filer

Filer Name
Jon and Sonja Laidig Foundation Inc
EIN
35-2037144
Phone
5742320041
Address
PO Box 837, South Bend, IN 46624-0837

Signing Officer

Name
Anita Echevarria
Title
VP Administration, Comm Fdtn SJC
Signed
2020-11-04

Organization Details

Formed
1997
Legal Domicile
In
Voting Board Members
5
Independent Board Members
5
Employees
0
Volunteers
5
Supplemental Narrative

Financial Statement Notes

Schedule D, Part V, Line 4 Intended uses of endowment funds

“Endowed funds are intended to provide support for charitable, educational and religious purposes in St. Joseph County.”

Raw XML AppendixShowing 400 of 489 raw XML fields

This appendix keeps the raw XML leaves available for debugging and edge-case review. The human report above is the primary experience.

Path#Value
IRS990/AccountantCompileOrReviewInd0false
IRS990/AccountsPayableAccrExpnssGrp/BOYAmt016
IRS990/AccountsPayableAccrExpnssGrp/EOYAmt016
IRS990/ActivitiesConductedPrtshpInd0false
IRS990/ActivityOrMissionDesc0The Jon and Sonja Laidig Foundation supports charitable, religious, and educational programs for the benefit of St. Joseph County citizens.
IRS990/AllOtherExpensesGrp/FundraisingAmt00
IRS990/AllOtherExpensesGrp/ManagementAndGeneralAmt00
IRS990/AllOtherExpensesGrp/ProgramServicesAmt00
IRS990/AllOtherExpensesGrp/TotalAmt00
IRS990/AnnualDisclosureCoveredPrsnInd0true
IRS990/AuditCommitteeInd0true
IRS990/BooksInCareOfDetail/BusinessName/BusinessNameLine1Txt0Rose Meissner
IRS990/BooksInCareOfDetail/PhoneNum05742320041
IRS990/BooksInCareOfDetail/USAddress/AddressLine1Txt0PO Box 837
IRS990/BooksInCareOfDetail/USAddress/CityNm0South Bend
IRS990/BooksInCareOfDetail/USAddress/StateAbbreviationCd0IN
IRS990/BooksInCareOfDetail/USAddress/ZIPCd0466240837
IRS990/BusinessRlnWith35CtrlEntInd0false
IRS990/BusinessRlnWithFamMemInd0false
IRS990/BusinessRlnWithOrgMemInd0false
IRS990/ChangeToOrgDocumentsInd0false
IRS990/CntrctRcvdGreaterThan100KCnt00
IRS990/CollectionsOfArtInd0false
IRS990/CompensationFromOtherSrcsInd0false
IRS990/ConflictOfInterestPolicyInd0true
IRS990/ConservationEasementsInd0false
IRS990/ConsolidatedAuditFinclStmtInd0true
IRS990/CreditCounselingInd0false
IRS990/CYBenefitsPaidToMembersAmt00
IRS990/CYContributionsGrantsAmt00
IRS990/CYGrantsAndSimilarPaidAmt0489151
IRS990/CYInvestmentIncomeAmt0475362
IRS990/CYOtherExpensesAmt020524
IRS990/CYOtherRevenueAmt00
IRS990/CYProgramServiceRevenueAmt00
IRS990/CYRevenuesLessExpensesAmt0-34313
IRS990/CYSalariesCompEmpBnftPaidAmt00
IRS990/CYTotalExpensesAmt0509675
IRS990/CYTotalFundraisingExpenseAmt00
IRS990/CYTotalProfFndrsngExpnsAmt00
IRS990/CYTotalRevenueAmt0475362
IRS990/DecisionsSubjectToApprovaInd0false
IRS990/DeductibleArtContributionInd0false
IRS990/DeductibleNonCashContriInd0false
IRS990/DelegationOfMgmtDutiesInd0false
IRS990/Desc0Educational programs, scholarships and related initiatives.
IRS990/DescribedInSection501c3Ind0true
IRS990/DisregardedEntityInd0false
IRS990/DocumentRetentionPolicyInd0true
IRS990/DonorAdvisedFundInd0false
IRS990/DonorRstrOrQuasiEndowmentsInd0true
IRS990/ElectionOfBoardMembersInd0false
IRS990/EmployeeCnt00
IRS990/EngagedInExcessBenefitTransInd0false
IRS990/ExpenseAmt0489151
IRS990/FamilyOrBusinessRlnInd0true
IRS990/FeesForServicesOtherGrp/FundraisingAmt00
IRS990/FeesForServicesOtherGrp/ManagementAndGeneralAmt00
IRS990/FeesForServicesOtherGrp/ProgramServicesAmt00
IRS990/FeesForServicesOtherGrp/TotalAmt00
IRS990/ForeignActivitiesInd0false
IRS990/ForeignFinancialAccountInd0false
IRS990/ForeignOfficeInd0false
IRS990/Form8282PropertyDisposedOfInd0false
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt01.0
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt11.0
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt21.0
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt31.0
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt41.0
IRS990/Form990PartVIISectionAGrp/BusinessName/BusinessNameLine1Txt0Joan Laidig
IRS990/Form990PartVIISectionAGrp/BusinessName/BusinessNameLine1Txt1Rose Meissner
IRS990/Form990PartVIISectionAGrp/BusinessName/BusinessNameLine1Txt2Sonja Laidig
IRS990/Form990PartVIISectionAGrp/BusinessName/BusinessNameLine1Txt3Edwina Kintner
IRS990/Form990PartVIISectionAGrp/BusinessName/BusinessNameLine1Txt4George Cressy Jr
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd0X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd1X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd2X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd3X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd4X
IRS990/Form990PartVIISectionAGrp/OfficerInd0X
IRS990/Form990PartVIISectionAGrp/OfficerInd1X
IRS990/Form990PartVIISectionAGrp/OfficerInd2X
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt00
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt10
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt20
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt30
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt40
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt00
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt10
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt20
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt30
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt40
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt00
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt10
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt20
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt30
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt40
IRS990/Form990PartVIISectionAGrp/TitleTxt0President
IRS990/Form990PartVIISectionAGrp/TitleTxt1Secretary/Treasurer
IRS990/Form990PartVIISectionAGrp/TitleTxt2Vice President
IRS990/Form990PartVIISectionAGrp/TitleTxt3Director
IRS990/Form990PartVIISectionAGrp/TitleTxt4Director
IRS990/Form990ProvidedToGvrnBodyInd0false
IRS990/FormationYr01997
IRS990/FormerOfcrEmployeesListedInd0false
IRS990/FSAuditedBasisGrp/ConsolidatedBasisFinclStmtInd0X
IRS990/FSAuditedInd0true
IRS990/FundraisingActivitiesInd0false
IRS990/GainOrLossGrp/OtherAmt00
IRS990/GainOrLossGrp/SecuritiesAmt0-7880
IRS990/GamingActivitiesInd0false
IRS990/GoverningBodyVotingMembersCnt05
IRS990/GrantAmt0489151
IRS990/GrantsPayableGrp/BOYAmt0720000
IRS990/GrantsPayableGrp/EOYAmt0730000
IRS990/GrantsToDomesticIndividualsGrp/ProgramServicesAmt070193
IRS990/GrantsToDomesticIndividualsGrp/TotalAmt070193
IRS990/GrantsToDomesticOrgsGrp/ProgramServicesAmt0418958
IRS990/GrantsToDomesticOrgsGrp/TotalAmt0418958
IRS990/GrantsToIndividualsInd0true
IRS990/GrantsToOrganizationsInd0true
IRS990/GrantToRelatedPersonInd0false
IRS990/GrossAmountSalesAssetsGrp/SecuritiesAmt0389730
IRS990/GrossReceiptsAmt0872972
IRS990/GroupReturnForAffiliatesInd0false
IRS990/IncludeFIN48FootnoteInd0false
IRS990/IndependentAuditFinclStmtInd0false
IRS990/IndependentVotingMemberCnt05
IRS990/IndivRcvdGreaterThan100KCnt00
IRS990/IndoorTanningServicesInd0false
IRS990/InfoInScheduleOPartVIInd0X
IRS990/InsuranceGrp/FundraisingAmt00
IRS990/InsuranceGrp/ManagementAndGeneralAmt0250
IRS990/InsuranceGrp/ProgramServicesAmt00
IRS990/InsuranceGrp/TotalAmt0250
IRS990/InvestmentIncomeGrp/ExclusionAmt0483242
IRS990/InvestmentIncomeGrp/RelatedOrExemptFuncIncomeAmt00
IRS990/InvestmentIncomeGrp/TotalRevenueColumnAmt0483242
IRS990/InvestmentIncomeGrp/UnrelatedBusinessRevenueAmt00
IRS990/InvestmentInJointVentureInd0false
IRS990/InvestmentsOtherSecuritiesGrp/BOYAmt01092656
IRS990/InvestmentsOtherSecuritiesGrp/EOYAmt01067745
IRS990/InvestmentsProgramRelatedGrp/BOYAmt00
IRS990/InvestmentsPubTradedSecGrp/BOYAmt06062987
IRS990/InvestmentsPubTradedSecGrp/EOYAmt06177618
IRS990/IRPDocumentCnt00
IRS990/IRPDocumentW2GCnt00
IRS990/LandBldgEquipAccumDeprecAmt00
IRS990/LandBldgEquipBasisNetGrp/EOYAmt00
IRS990/LandBldgEquipCostOrOtherBssAmt00
IRS990/LegalDomicileStateCd0IN
IRS990/LessCostOthBasisSalesExpnssGrp/SecuritiesAmt0397610
IRS990/LoanOutstandingInd0false
IRS990/LoansFromOfficersDirectorsGrp/EOYAmt00
IRS990/LobbyingActivitiesInd0false
IRS990/LocalChaptersInd0false
IRS990/MaterialDiversionOrMisuseInd0false
IRS990/MembersOrStockholdersInd0false
IRS990/MethodOfAccountingAccrualInd0X
IRS990/MinutesOfCommitteesInd0true
IRS990/MinutesOfGoverningBodyInd0true
IRS990/MiscellaneousRevenueGrp/ExclusionAmt00
IRS990/MiscellaneousRevenueGrp/RelatedOrExemptFuncIncomeAmt00
IRS990/MiscellaneousRevenueGrp/TotalRevenueColumnAmt00
IRS990/MiscellaneousRevenueGrp/UnrelatedBusinessRevenueAmt00
IRS990/MissionDesc0The Jon and Sonja Laidig Foundation, Inc. is a supporting organization of the Community Foundation of St. Joseph County. The Jon and Sonja Laidig Foundation supports charitable, religious, and educational programs for the benefit of St. Joseph County citizens.
IRS990/MoreThan5000KToIndividualsInd0false
IRS990/MoreThan5000KToOrgInd0false
IRS990/NetAssetsOrFundBalancesBOYAmt06849816
IRS990/NetAssetsOrFundBalancesEOYAmt06877964
IRS990/NetGainOrLossInvestmentsGrp/ExclusionAmt0-7880
IRS990/NetGainOrLossInvestmentsGrp/RelatedOrExemptFuncIncomeAmt00
IRS990/NetGainOrLossInvestmentsGrp/TotalRevenueColumnAmt0-7880
IRS990/NetGainOrLossInvestmentsGrp/UnrelatedBusinessRevenueAmt00
IRS990/NetUnrelatedBusTxblIncmAmt00
IRS990/NetUnrlzdGainsLossesInvstAmt062461
IRS990/NoDonorRestrictionNetAssetsGrp/BOYAmt06849816
IRS990/NoDonorRestrictionNetAssetsGrp/EOYAmt06877964
IRS990/NoListedPersonsCompensatedInd0X
IRS990/NondeductibleContributionsInd0false
IRS990/OfficerMailingAddressInd0false
IRS990/OperateHospitalInd0false
IRS990/Organization501c3Ind0X
IRS990/OtherAssetsTotalGrp/BOYAmt00
IRS990/OtherAssetsTotalGrp/EOYAmt00
IRS990/OtherChangesInNetAssetsAmt00
IRS990/OtherExpensesGrp/Desc0Bank & Investment expenses
IRS990/OtherExpensesGrp/FundraisingAmt00
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt020274
IRS990/OtherExpensesGrp/ProgramServicesAmt00
IRS990/OtherExpensesGrp/TotalAmt020274
IRS990/OtherLiabilitiesGrp/BOYAmt00
IRS990/OtherLiabilitiesGrp/EOYAmt00
IRS990/OtherRevenueTotalAmt00
IRS990/OtherWebsiteInd0X
IRS990/PartialLiquidationInd0false
IRS990/PayPremiumsPrsnlBnftCntrctInd0false
IRS990/PoliticalCampaignActyInd0false
IRS990/PrincipalOfcrBusinessName/BusinessNameLine1Txt0Rose Meissner
IRS990/ProfessionalFundraisingInd0false
IRS990/ProhibitedTaxShelterTransInd0false
IRS990/PYBenefitsPaidToMembersAmt00
IRS990/PYContributionsGrantsAmt00
IRS990/PYExcessBenefitTransInd0false
IRS990/PYGrantsAndSimilarPaidAmt0485139
IRS990/PYInvestmentIncomeAmt0261882
IRS990/PYOtherExpensesAmt034589
IRS990/PYOtherRevenueAmt00
IRS990/PYProgramServiceRevenueAmt00
IRS990/PYRevenuesLessExpensesAmt0-257846
IRS990/PYSalariesCompEmpBnftPaidAmt00
IRS990/PYTotalExpensesAmt0519728
IRS990/PYTotalProfFndrsngExpnsAmt00
IRS990/PYTotalRevenueAmt0261882
IRS990/QuidProQuoContributionsInd0false
IRS990/RcvblFromDisqualifiedPrsnGrp/EOYAmt00
IRS990/RcvFndsToPayPrsnlBnftCntrctInd0false
IRS990/ReceivablesFromOfficersEtcGrp/BOYAmt00
IRS990/ReceivablesFromOfficersEtcGrp/EOYAmt00
IRS990/ReconcilationRevenueExpnssAmt0-34313
IRS990/RegularMonitoringEnfrcInd0true
IRS990/RelatedEntityInd0true
IRS990/RelatedOrganizationCtrlEntInd0false
IRS990/RentalIncomeOrLossGrp/PersonalAmt00
IRS990/RentalIncomeOrLossGrp/RealAmt00
IRS990/ReportInvestmentsOtherSecInd0true
IRS990/ReportLandBuildingEquipmentInd0false
IRS990/ReportOtherAssetsInd0false
IRS990/ReportOtherLiabilitiesInd0false
IRS990/ReportProgramRelatedInvstInd0false
IRS990/RevenueAmt00
IRS990/SavingsAndTempCashInvstGrp/BOYAmt0414189
IRS990/SavingsAndTempCashInvstGrp/EOYAmt0362617
IRS990ScheduleA/Form990SchASupportingOrgGrp/Contribution35ControlledInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/ContributionControllerInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/ContributionFamilyInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/ControlledDisqualifiedPrsnInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/DisqualifiedPrsnControllIntInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/DisqualifiedPrsnOwnrIntInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/ExcessBusinessHoldingsRulesInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/ListedByNameGoverningDocInd0true
IRS990ScheduleA/Form990SchASupportingOrgGrp/LoanDisqualifiedPersonInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/OrganizationChangeSuprtOrgInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/PaymentSubstantialContribtrInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/SupportedOrgNotOrganizedUSInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/SupportedOrgSectionC456Ind0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/SupportNonSupportedOrgInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/SuprtOrgNoIRSDeterminationInd0false
IRS990ScheduleA/Form990SchAType1SuprtOrgGrp/OperateBenefitNonSuprtOrgInd0false
IRS990ScheduleA/Form990SchAType1SuprtOrgGrp/PowerAppointMajorityDirTrstInd0true
IRS990ScheduleA/OtherSupportSumAmt00
IRS990ScheduleA/SupportedOrganizationsCnt01
IRS990ScheduleA/SupportedOrganizationsTotalCnt01
IRS990ScheduleA/SupportedOrgInformationGrp/EIN0237365930
IRS990ScheduleA/SupportedOrgInformationGrp/GoverningDocumentListedInd0true
IRS990ScheduleA/SupportedOrgInformationGrp/OrganizationTypeCd08
IRS990ScheduleA/SupportedOrgInformationGrp/OtherSupportAmt00
IRS990ScheduleA/SupportedOrgInformationGrp/SupportAmt073958
IRS990ScheduleA/SupportedOrgInformationGrp/SupportedOrganizationName/BusinessNameLine1Txt0Community Foundation of St Joseph County
IRS990ScheduleA/SupportingOrganization509a3Ind0X
IRS990ScheduleA/SupportingOrgType1Ind0X
IRS990ScheduleA/SupportSumAmt073958
IRS990/ScheduleBRequiredInd0false
IRS990ScheduleD/BoardDesignatedBalanceEOYPct01.0
IRS990ScheduleD/CYEndwmtFundGrp/BeginningYearBalanceAmt06828042
IRS990ScheduleD/CYEndwmtFundGrp/EndYearBalanceAmt06855724
IRS990ScheduleD/CYEndwmtFundGrp/GrantsOrScholarshipsAmt0488959
IRS990ScheduleD/CYEndwmtFundGrp/InvestmentEarningsOrLossesAmt0516641
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/BeginningYearBalanceAmt06960058
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/EndYearBalanceAmt06828042
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/GrantsOrScholarshipsAmt0484947
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/InvestmentEarningsOrLossesAmt0352931
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/BeginningYearBalanceAmt07093251
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/ContributionsAmt030000
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/EndYearBalanceAmt06960058
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/GrantsOrScholarshipsAmt0774111
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/InvestmentEarningsOrLossesAmt0610918
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/BeginningYearBalanceAmt06783816
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/ContributionsAmt030000
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/EndYearBalanceAmt07093251
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/GrantsOrScholarshipsAmt0522196
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/InvestmentEarningsOrLossesAmt0801631
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/BeginningYearBalanceAmt07034085
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/EndYearBalanceAmt06783816
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/GrantsOrScholarshipsAmt0164630
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/InvestmentEarningsOrLossesAmt0-85639
IRS990ScheduleD/EndowmentsHeldRelatedOrgInd0true
IRS990ScheduleD/EndowmentsHeldUnrelatedOrgInd0false
IRS990ScheduleD/OtherSecuritiesGrp/BookValueAmt01067745
IRS990ScheduleD/OtherSecuritiesGrp/Desc0Alternative Investments
IRS990ScheduleD/OtherSecuritiesGrp/MethodValuationCd0F
IRS990ScheduleD/PrmnntEndowmentBalanceEOYPct00.0
IRS990ScheduleD/RelatedOrgListSchRInd0true
IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt0Endowed funds are intended to provide support for charitable, educational and religious purposes in St. Joseph County.
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc0Schedule D, Part V, Line 4 Intended uses of endowment funds
IRS990ScheduleD/TermEndowmentBalanceEOYPct00.0
IRS990ScheduleD/TotalBookValueSecuritiesAmt01067745
IRS990ScheduleI/GrantRecordsMaintainedInd0true
IRS990ScheduleI/GrantsOtherAsstToIndivInUSGrp/CashGrantAmt070193
IRS990ScheduleI/GrantsOtherAsstToIndivInUSGrp/GrantTypeTxt0Scholarships
IRS990ScheduleI/GrantsOtherAsstToIndivInUSGrp/RecipientCnt017
IRS990ScheduleI/RecipientTable/CashGrantAmt07500
IRS990ScheduleI/RecipientTable/CashGrantAmt1200000
IRS990ScheduleI/RecipientTable/CashGrantAmt273958
IRS990ScheduleI/RecipientTable/CashGrantAmt37500
IRS990ScheduleI/RecipientTable/CashGrantAmt45000
IRS990ScheduleI/RecipientTable/CashGrantAmt5100000
IRS990ScheduleI/RecipientTable/CashGrantAmt65000
IRS990ScheduleI/RecipientTable/CashGrantAmt77500
IRS990ScheduleI/RecipientTable/IRCSectionDesc0501(c)(3)
IRS990ScheduleI/RecipientTable/IRCSectionDesc1501(c)(3)
IRS990ScheduleI/RecipientTable/IRCSectionDesc2501(c)(3)
IRS990ScheduleI/RecipientTable/IRCSectionDesc3501(C)(3)
IRS990ScheduleI/RecipientTable/IRCSectionDesc4501(c)(3)
IRS990ScheduleI/RecipientTable/IRCSectionDesc5501(c)(3)
IRS990ScheduleI/RecipientTable/IRCSectionDesc6501(c)(3)
IRS990ScheduleI/RecipientTable/IRCSectionDesc7501(c)(3)
IRS990ScheduleI/RecipientTable/PurposeOfGrantTxt02020 Laidig Service Scholarship Internship
IRS990ScheduleI/RecipientTable/PurposeOfGrantTxt1CFSJC Early Childhood Education Initiative
IRS990ScheduleI/RecipientTable/PurposeOfGrantTxt2Unrestricted
IRS990ScheduleI/RecipientTable/PurposeOfGrantTxt32020 Laidig Service Scholarship Internship
IRS990ScheduleI/RecipientTable/PurposeOfGrantTxt42020 Laidig Service Scholarship Internship
IRS990ScheduleI/RecipientTable/PurposeOfGrantTxt5St. Joseph County Library Expansion
IRS990ScheduleI/RecipientTable/PurposeOfGrantTxt62020 Laidig Service Scholarship Internship
IRS990ScheduleI/RecipientTable/PurposeOfGrantTxt72020 Laidig Service Scholarship Internship
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine1Txt0Boys & Girls Clubs of St Joseph County
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine1Txt1Early Childhood Education Fund at the CFSJC
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine1Txt2Community Foundation of St Joseph County
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine1Txt3Green Bridge Growers
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine1Txt4Hope Ministries
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine1Txt5Library Fund at the CFSJC
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine1Txt6St Margaret's House
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine1Txt7Unity Gardens Inc
IRS990ScheduleI/RecipientTable/RecipientEIN0351329625
IRS990ScheduleI/RecipientTable/RecipientEIN1237365930
IRS990ScheduleI/RecipientTable/RecipientEIN2237365930
IRS990ScheduleI/RecipientTable/RecipientEIN3462689544
IRS990ScheduleI/RecipientTable/RecipientEIN4351038532
IRS990ScheduleI/RecipientTable/RecipientEIN5237365930
IRS990ScheduleI/RecipientTable/RecipientEIN6351913328
IRS990ScheduleI/RecipientTable/RecipientEIN7270901122
IRS990ScheduleI/RecipientTable/USAddress/AddressLine1Txt0502 E Sample
IRS990ScheduleI/RecipientTable/USAddress/AddressLine1Txt1PO Box 837
IRS990ScheduleI/RecipientTable/USAddress/AddressLine1Txt2PO Box 837
IRS990ScheduleI/RecipientTable/USAddress/AddressLine1Txt361591 Bremen Hwy
IRS990ScheduleI/RecipientTable/USAddress/AddressLine1Txt4PO Box 4488
IRS990ScheduleI/RecipientTable/USAddress/AddressLine1Txt5PO Box 837
IRS990ScheduleI/RecipientTable/USAddress/AddressLine1Txt6117 N Lafayette Blvd
IRS990ScheduleI/RecipientTable/USAddress/AddressLine1Txt7PO Box 10022
IRS990ScheduleI/RecipientTable/USAddress/CityNm0South Bend
IRS990ScheduleI/RecipientTable/USAddress/CityNm1South Bend
IRS990ScheduleI/RecipientTable/USAddress/CityNm2South Bend
IRS990ScheduleI/RecipientTable/USAddress/CityNm3Mishawaka
IRS990ScheduleI/RecipientTable/USAddress/CityNm4South Bend
IRS990ScheduleI/RecipientTable/USAddress/CityNm5South Bend
IRS990ScheduleI/RecipientTable/USAddress/CityNm6South Bend
IRS990ScheduleI/RecipientTable/USAddress/CityNm7South Bend
IRS990ScheduleI/RecipientTable/USAddress/StateAbbreviationCd0IN
IRS990ScheduleI/RecipientTable/USAddress/StateAbbreviationCd1IN
IRS990ScheduleI/RecipientTable/USAddress/StateAbbreviationCd2IN
IRS990ScheduleI/RecipientTable/USAddress/StateAbbreviationCd3IN
IRS990ScheduleI/RecipientTable/USAddress/StateAbbreviationCd4IN
IRS990ScheduleI/RecipientTable/USAddress/StateAbbreviationCd5IN
IRS990ScheduleI/RecipientTable/USAddress/StateAbbreviationCd6IN
IRS990ScheduleI/RecipientTable/USAddress/StateAbbreviationCd7IN
IRS990ScheduleI/RecipientTable/USAddress/ZIPCd046601
IRS990ScheduleI/RecipientTable/USAddress/ZIPCd146624
IRS990ScheduleI/RecipientTable/USAddress/ZIPCd246624
IRS990ScheduleI/RecipientTable/USAddress/ZIPCd346544
IRS990ScheduleI/RecipientTable/USAddress/ZIPCd4466344488
IRS990ScheduleI/RecipientTable/USAddress/ZIPCd546624
IRS990ScheduleI/RecipientTable/USAddress/ZIPCd6466011507
IRS990ScheduleI/RecipientTable/USAddress/ZIPCd746680
IRS990ScheduleI/SupplementalInformationDetail/ExplanationTxt0Grant recipients receive a letter which stipulates how the funds are to be used. If deemed appropriate, based on size or specific purpose of the grant, recipients are required to report on specific use of the funds. For new grantees, due diligence procedures are followed and appropriate information is collected for Foundation files prior to grant distribution.
IRS990ScheduleI/SupplementalInformationDetail/FormAndLineReferenceDesc0Schedule I, Part I, Line 2 Procedures for monitoring use of grant funds.
IRS990ScheduleI/Total501c3OrgCnt08
IRS990ScheduleI/TotalOtherOrgCnt00
IRS990/ScheduleJRequiredInd0false
IRS990/ScheduleORequiredInd0true
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0Sonja Laidig and Joan Laidig - Family relationship
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1The Community Foundation of St. Joseph County's Audit Committee, comprised of accounting professionals, were delegated the responsibility to review the 990. The Committee receives a completed copy of the 990 prior to filing and will report any concern to the Board of Directors. The 990 is made available to all Board Members.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2Annually the Board of Directors review the Conflict of Interest Policy. Board members disclose their conflicts of interest with respect to each item discussed and the disclosure is reflected in the minutes of the meeting.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3The consolidated financial statements are available on the Community Foundation of St. Joseph County's website. The governing documents, conflict of interest policy and 990 are available upon request.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Form 990, Part VI, Line 2 Family/business relationships amongst interested persons
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Form 990, Part VI, Line 11b Review of form 990 by governing body
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Form 990, Part VI, Line 12c Conflict of interest policy
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3Form 990, Part VI, Line 19 Required documents available to the public
IRS990ScheduleR/AssetExchangeInd0false
IRS990ScheduleR/AssetPurchaseFromOtherOrgInd0false
IRS990ScheduleR/AssetSaleToOtherOrgInd0false
IRS990ScheduleR/DivRelatedOrganizationInd0false
IRS990ScheduleR/GiftGrntCapContriFromOthOrgInd0false
IRS990ScheduleR/GiftGrntOrCapContriToOthOrgInd0true
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/ControlledOrganizationInd0false
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/DirectControllingEntityName/BusinessNameLine1Txt0NA
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/DisregardedEntityName/BusinessNameLine1Txt0Community Foundation of St Joseph County Inc
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/EIN0237365960
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/ExemptCodeSectionTxt0501(c)(3)
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/LegalDomicileStateCd0IN
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/PrimaryActivitiesTxt0Grantmaking

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2020 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$7,607,980
Liabilities
$730,016
Net assets
$6,877,964
Revenue
$475,362
Expenses
$509,675
Net income
-$34,313
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Facts available. Structured filing facts are available, but richer extracted sections are limited.$8.76$0.18$8.59$0.80$0.37$0.43
2024Detailed filing. Detailed filing data is available for this year.$8.46$0.38$8.08$0.37$0.37$0.00
2023Detailed filing. Detailed filing data is available for this year.$8.14$0.56$7.58$0.47$0.42$0.06
2022Detailed filing. Detailed filing data is available for this year.$8.04$0.64$7.40$0.71$0.71$0.00
2021Detailed filing. Detailed filing data is available for this year.$9.43$0.44$8.99$0.59$0.21$0.37
2020Detailed filing. Detailed filing data is available for this year.$7.61$0.73$6.88$0.48$0.51$0.03