Civic Intelligence

Jon and Sonja Laidig Foundation Inc.

990 • Fiscal year 2021 • EIN 35-2037144

Jul 01, 2020 to Jun 30, 2021 • Filed on Oct 04, 2021

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

35th percentile

0.05x

Higher debt load relative to assets than 35% of similar nonprofits.

2021 filings • 501(c)3 • $5M-$10M nonprofits • Source year 2021

Liabilities / Revenue

80th percentile

0.75x

Higher debt load relative to revenue than 80% of similar nonprofits.

2021 filings • 501(c)3 • $5M-$10M nonprofits • Source year 2021

Net Margin

91st percentile

64%

Higher net margin than 91% of similar nonprofits.

2021 filings • 501(c)3 • $5M-$10M nonprofits • Source year 2021

Top Officer Pay

22nd percentile

$0

Higher top officer pay than 22% of similar nonprofits.

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

2021 filings • 501(c)3 • $5M-$10M nonprofits • Source year 2021

Asset Growth

75th percentile

24%

Faster asset growth than 75% of similar nonprofits.

2021 filings • 501(c)3 • $5M-$10M nonprofits • Annualized from 2020 to 2021

Revenue Growth

64th percentile

23%

Faster revenue growth than 64% of similar nonprofits.

2021 filings • 501(c)3 • $5M-$10M nonprofits • Annualized from 2020 to 2021

Balance Sheet
Liabilities / Assets35th percentile

Assets

Up

$9,433,242

Up $1,825,262 (+24%) from 2020

Net Assets

Up

$8,993,222

Up $2,115,258 (+31%) from 2020

Liabilities

Down

$440,020

Down $289,996 (-40%) from 2020

Revenue And Expenses
Liabilities / Revenue80th percentileNet Margin91st percentile

Revenue

Up

$585,341

Up $109,979 (+23%) from 2020

Expenses

Down

$211,946

Down $297,729 (-58%) from 2020

Net Income

Up

$373,395

Up $407,708 (+1188%) from 2020

Historical Trend

Balance Sheet Trend

Asset Growth75th percentile

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

2021

Assets$9,433,242
Liabilities$440,020
Net Assets$8,993,222
Open 2021 Filing

Operations Trend

Revenue Growth64th percentile

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

2021

Revenue$585,341
Expenses$211,946
Net Income$373,395
Open 2021 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2020 to Jun 30, 2021
Signed
Oct 4, 2021
Return Version
2020v4.0
Gross Receipts
$810,209
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$6,177,618$7,765,409▲ $1,587,791
Investments Other Securities$1,067,745$1,333,178▲ $265,433
Savings and Temporary Cash Investments$362,617$334,655▼ $27,962
Receivable From Disqualified Prsn$0$0→ $0
Receivables From Officers Etc$0$0→ $0
Investments Program Related$0--
Land, Buildings, and Equipment, Net$0$0→ $0
Loans From Officers Directors$0$0→ $0
Total Assets$7,607,980$9,433,242▲ $1,825,262
Other Assets Total$0$0→ $0
Liabilities
Grants Payable$730,000$440,000▼ $290,000
Accounts Payable and Accrued Expenses$16$20▲ $4
Other Liabilities$0$0→ $0
Total Liabilities$730,016$440,020▼ $289,996
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$6,877,964$8,993,222▲ $2,115,258
Total Net Assets Fund Balance$6,877,964$8,993,222▲ $2,115,258
Total Liabilities and Net Assets / Fund Balance$7,607,980$9,433,242▲ $1,825,262

Asset Categories

AssetBook ValueDepreciationBasis
Other Securities$1,333,178--

Endowment Activity

PeriodBeginningContrib.Gain/LossOther UsesEnd
2020$6,855,724$0▲ $2,298,813-$8,969,357
2019$6,828,042$0▲ $516,641-$6,855,724
2018$6,960,058$0▲ $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
Compensation and Service Providers
Top Officer Pay22nd 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
$585,341
Other Revenue
$0
Change in Net Assets
$373,395
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Grants and Similar Amounts Paid$185,410
Other Expenses$26,536
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Grants to Domestic Orgs$109,965--$109,965
Grants to Domestic Individuals$75,445--$75,445
Fees for Services Accounting$0$500$0$500
Insurance$0$250$0$250
Other Expenses$0$22$0$22
Total Functional Expenses$185,410$26,536$0$211,946
International Activity

Grant and Assistance Recipients

RecipientLocationCategoryPurposeAmount
Community Foundation of SJCSouth Bend, IN501(c)(3)Unrestricted$83,140
Dismas of IndianaSouth Bend, IN501(c)(3)2021 Laidig Community Service Scholarship Internship$5,000
Green Bridge GrowersMishawaka, IN501(c)(3)2021 Laidig Service Scholarship Internship$5,000
Reins of LifeSouth Bend, IN501(c)(3)2021 Laidig Community Service Scholarship Internship$5,000
Unity Gardens IncSouth Bend, IN501(c)(3)2021 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$0→ $0
Receivables from Disqualified Persons$0$0→ $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
Rose Meissner
Title
Secretary/Treasurer
Signed
2021-10-04

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.”

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IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/BeginningYearBalanceAmt06960058
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IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/EndYearBalanceAmt06828042
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IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/BeginningYearBalanceAmt07093251
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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
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IRS990ScheduleI/GrantsOtherAsstToIndivInUSGrp/GrantTypeTxt0Scholarships
IRS990ScheduleI/GrantsOtherAsstToIndivInUSGrp/RecipientCnt018
IRS990ScheduleI/RecipientTable/CashGrantAmt083140
IRS990ScheduleI/RecipientTable/CashGrantAmt15000
IRS990ScheduleI/RecipientTable/CashGrantAmt25000
IRS990ScheduleI/RecipientTable/CashGrantAmt35000
IRS990ScheduleI/RecipientTable/CashGrantAmt45000
IRS990ScheduleI/RecipientTable/IRCSectionDesc0501(c)(3)
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IRS990ScheduleI/RecipientTable/IRCSectionDesc4501(c)(3)
IRS990ScheduleI/RecipientTable/PurposeOfGrantTxt0Unrestricted
IRS990ScheduleI/RecipientTable/PurposeOfGrantTxt12021 Laidig Community Service Scholarship Internship
IRS990ScheduleI/RecipientTable/PurposeOfGrantTxt22021 Laidig Service Scholarship Internship
IRS990ScheduleI/RecipientTable/PurposeOfGrantTxt32021 Laidig Community Service Scholarship Internship
IRS990ScheduleI/RecipientTable/PurposeOfGrantTxt42021 Laidig Service Scholarship Internship
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine1Txt0Community Foundation of SJC
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine1Txt1Dismas of Indiana
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine1Txt2Green Bridge Growers
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine1Txt3Reins of Life
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine1Txt4Unity Gardens Inc
IRS990ScheduleI/RecipientTable/RecipientEIN0237365930
IRS990ScheduleI/RecipientTable/RecipientEIN1825172824
IRS990ScheduleI/RecipientTable/RecipientEIN2462689544
IRS990ScheduleI/RecipientTable/RecipientEIN3310945572
IRS990ScheduleI/RecipientTable/RecipientEIN4270901122
IRS990ScheduleI/RecipientTable/USAddress/AddressLine1Txt0PO Box 837
IRS990ScheduleI/RecipientTable/USAddress/AddressLine1Txt1PO Box 4571
IRS990ScheduleI/RecipientTable/USAddress/AddressLine1Txt261591 Bremen Hwy
IRS990ScheduleI/RecipientTable/USAddress/AddressLine1Txt355200 Quince Road
IRS990ScheduleI/RecipientTable/USAddress/AddressLine1Txt4PO Box 10022
IRS990ScheduleI/RecipientTable/USAddress/CityNm0South Bend
IRS990ScheduleI/RecipientTable/USAddress/CityNm1South Bend
IRS990ScheduleI/RecipientTable/USAddress/CityNm2Mishawaka
IRS990ScheduleI/RecipientTable/USAddress/CityNm3South Bend
IRS990ScheduleI/RecipientTable/USAddress/CityNm4South Bend
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IRS990ScheduleI/RecipientTable/USAddress/StateAbbreviationCd1IN
IRS990ScheduleI/RecipientTable/USAddress/StateAbbreviationCd2IN
IRS990ScheduleI/RecipientTable/USAddress/StateAbbreviationCd3IN
IRS990ScheduleI/RecipientTable/USAddress/StateAbbreviationCd4IN
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IRS990ScheduleI/RecipientTable/USAddress/ZIPCd146634
IRS990ScheduleI/RecipientTable/USAddress/ZIPCd246544
IRS990ScheduleI/RecipientTable/USAddress/ZIPCd346619
IRS990ScheduleI/RecipientTable/USAddress/ZIPCd446680
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/Total501c3OrgCnt05
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
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IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/DisregardedEntityName/BusinessNameLine1Txt0Community Foundation of St Joseph County Inc
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/EIN0237365960
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/ExemptCodeSectionTxt0501(c)(3)
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/LegalDomicileStateCd0IN
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/PrimaryActivitiesTxt0Grantmaking
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/PublicCharityStatusTxt08
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/AddressLine1Txt0PO Box 837
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/CityNm0South Bend
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/StateAbbreviationCd0IN
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Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2021 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$9,433,242
Liabilities
$440,020
Net assets
$8,993,222
Revenue
$585,341
Expenses
$211,946
Net income
$373,395
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