Civic Intelligence

Jcs - Weil Trust Co Howard D Lerman

EIN 36-7008951 • 501(c)3 • Chicago, IL

Profile

Making cash contributions to exempt organizations

20 N Clark Street 3000Chicago, IL 60602

n/A

Siviq Scores

Precomputed percentiles relative to similar nonprofits. These scores are descriptive rather than judgmental.

Liabilities / Assets

Score unavailable

No value available

Liabilities-to-assets requires both liabilities and assets on the latest valid filing.

Source year 2024

Liabilities / Revenue

Score unavailable

No value available

Liabilities-to-revenue requires both liabilities and revenue on the latest valid filing.

Source year 2024

Net Margin

5th percentile

-413%

Higher net margin than 5% of similar nonprofits.

501(c)3 • <$500k nonprofits • Source year 2024

Top Officer Pay

81st percentile

$0

Higher top officer pay than 81% of similar nonprofits.

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

501(c)3 • <$500k nonprofits • Source year 2024

Asset Growth

49th percentile

-2.6%

Faster asset growth than 49% of similar nonprofits.

501(c)3 • <$500k nonprofits • Annualized from 2023 to 2024

Revenue Growth

40th percentile

-12%

Faster revenue growth than 40% of similar nonprofits.

501(c)3 • <$500k nonprofits • Annualized from 2023 to 2024

Assets

Down

$197,613

Down $28,297 (-13%) from 2022

Liabilities

-

No earlier filing loaded for comparison.

Net Assets

Down

$197,613

Down $24,297 (-11%) from 2022

Revenue

Down

$4,949

Down $1,083 (-18%) from 2022

Expenses

Down

$25,391

Down $8,131 (-24%) from 2022

Net Income

Up

-$20,442

Up $7,048 (+26%) from 2022

Trend Graphs

Balance Sheet Trend

Grouped bars show assets, liabilities, and net assets across loaded filings.

$400K$300K$200K$100K$0Assets 2013: $319,848Net Assets 2013: $319,8482013Assets 2016: $249,973Net Assets 2016: $249,9732016Assets 2017: $262,006Net Assets 2017: $262,0062017Assets 2018: $229,915Liabilities 2018: $8,600Net Assets 2018: $221,3152018Assets 2019: $245,924Liabilities 2019: $8,900Net Assets 2019: $237,0242019Assets 2020: $236,983Liabilities 2020: $4,500Net Assets 2020: $232,4832020Assets 2021: $258,557Liabilities 2021: $8,000Net Assets 2021: $250,5572021Assets 2022: $225,910Liabilities 2022: $4,000Net Assets 2022: $221,9102022Assets 2024: $197,613Net Assets 2024: $197,6132024

Highlighted filing

2024

Assets$197,613
Liabilities-
Net Assets$197,613

Operations Trend

Revenue, expenses, and net income by year, with the latest filing highlighted.

$100K$50K$0-$50KRevenue 2013: $16,083Expenses 2013: $31,035Net Income 2013: -$14,9522013Revenue 2016: -$2,881Expenses 2016: $4,549Net Income 2016: -$7,4302016Revenue 2017: $21,893Expenses 2017: $10,432Net Income 2017: $11,4612017Revenue 2018: $17,450Expenses 2018: $23,860Net Income 2018: -$6,4102018Revenue 2019: $18,857Expenses 2019: $23,728Net Income 2019: -$4,8712019Revenue 2020: $20,293Expenses 2020: $22,369Net Income 2020: -$2,0762020Revenue 2021: $53,569Expenses 2021: $36,051Net Income 2021: $17,5182021Revenue 2022: $6,032Expenses 2022: $33,522Net Income 2022: -$27,4902022Revenue 2024: $4,949Expenses 2024: $25,391Net Income 2024: -$20,4422024

Highlighted filing

2024

Revenue$4,949
Expenses$25,391
Net Income-$20,442

Filings

Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jan 1, 2024 to Dec 31, 2024
Signed
Jun 14, 2025
Return Version
2024v5.1
Gross Receipts
$36,949
Mission and Program Overview

Mission

Making cash contributions to exempt organizations

Program Services

DescriptionGrantsExpenses
Fund Charitable Organizations$23,000-
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
David DreyfussTrustee-$0--
Filing and Contact Details

Filer

Filer Name
JCS - Weil Trust
EIN
36-7008951
Phone
3125789898
Address
20 N Clark Street 3000, Chicago, IL 60602

Signing Officer

Name
David Dreyfuss
Title
Trustee
Signed
2025-06-14
Discuss with paid preparer
Yes

Preparer

Firm
Howard D Lerman & Associates Ltd
Address
20 North Clark Street Suite 3000, Chicago, IL 60602
Preparer
Howard D Lerman
Phone
3125789898
Supplemental Narrative

Additional Explanations

Other Revenue.1

Section 199A Dividends $2

Grants and Similar Amounts Paid In Excess of $5,000.1

Class of Activity: Public Charity | Donee's Name: See attached statement | Relationship of Donee: None | Cash Amount Given: $23000

Other Expenses.1

Bond premium $2317

Other Expenses.2

Foreign taxes paid $59

Other Expenses.3

Filing fee $15

Raw XML Appendix197 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.

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ReturnHeader/BuildTS02025-03-06 01:10:19Z
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