JON AND SONJA LAIDIG FOUNDATION INC

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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

1997

Legal Domicile

Principal Officer

M Rose Meissner

Phone

5742320041

Tax Period

2024-07-01 to 2025-06-30

JON AND SONJA LAIDIG FOUNDATION INC, founded in 1997, is a small nonprofit in the Philanthropy & Grantmaking sector that reported $797K in total revenue in fiscal year 2024. Revenue surged 114% from the prior year, signaling strong growth momentum. The organization ran a surplus of $426K, a strong 53% operating margin.

Mission

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

Program Service Accomplishments

Program 1

Expenses: $247,457 Revenue: $0

Educational programs, scholarships and related initiatives.

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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 (2024)

Revenue Breakdown

Contributions & Grants $0

Program Service Revenue $0

Investment Income $797,100

Other Revenue $0

TOTAL REVENUE $797,100

Expense Breakdown

Grants Paid $247,457

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $247,457

Other Expenses $123,873

TOTAL EXPENSES $371,330

Year-over-Year Comparison

	2024	2023	Change
Revenue	$797,100	$371,748	+1.1%
Expenses	$371,330	$372,738	0.0%
Net Income	$425,770	$-990	-431.1%

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

N/A

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

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
Joan Laidig	President	1	Officer Director	$0	$0	$0
Daniel Laidig	Vice President	1	Officer Director	$0	$0	$0
M Rose Meissner	Secretary/Treasurer	1	Officer Director	$0	$0	$0
Edwina Kintner	Director	1	Director	$0	$0	$0
George Cressy Jr	Director	1	Director	$0	$0	$0

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
2025	$797,100	$371,330	$8,761,595	$425,770
2024	$371,748	$372,738	$8,456,181	$-990
2023	$473,661	$415,029	$8,142,469	$58,632
2022	$711,096	$710,254	$8,041,713	$842
2021	$585,341	$211,946	$9,433,242	$373,395
2020	$475,362	$509,675	$7,607,980	$-34,313