Civic Intelligence

Jcs - Weil Trust

990EZ • Fiscal year 2015 • EIN 36-7008951

Jan 01, 2015 to Dec 31, 2015 • Filed on Jun 23, 2016

Organization ProfileN/A
135 South LaSalle StreetChicago, IL 60603

(312) 578-9898

Siviq Scores

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

Liabilities / Assets

Score unavailable

No value available

Liabilities-to-assets requires both liabilities and assets on this filing.

Source year 2015

Liabilities / Revenue

Score unavailable

No value available

Liabilities-to-revenue requires both liabilities and revenue on this filing.

Source year 2015

Net Margin

100th percentile

572%

Higher net margin than 100% of similar nonprofits.

2015 filings • 501(c)3 • <$500k nonprofits • Source year 2015

Top Officer Pay

75th percentile

$0

Higher top officer pay than 75% of similar nonprofits.

2015 filings • 501(c)3 • <$500k nonprofits • Source year 2015

Asset Growth

25th percentile

-13%

Faster asset growth than 25% of similar nonprofits.

2015 filings • 501(c)3 • <$500k nonprofits • Annualized from 2014 to 2015

Revenue Growth

Score unavailable

No value available

A valid growth rate could not be computed from the available filing history.

Annualized from 2014 to 2015

Balance Sheet
Liabilities / AssetsScore unavailable

Assets

Down

$261,319

Down $58,529 (-18%) from 2013

Net Assets

Down

$261,319

Down $58,529 (-18%) from 2013

Liabilities

-

No earlier filing loaded for comparison.

Revenue And Expenses
Liabilities / RevenueScore unavailableNet Margin100th percentile

Revenue

Down

-$5,206

Down $21,289 (-132%) from 2013

Expenses

Down

$24,565

Down $6,470 (-21%) from 2013

Net Income

Down

-$29,771

Down $14,819 (-99%) from 2013

Historical Trend

Balance Sheet Trend

Asset Growth25th percentile

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

$400K$300K$200K$100K$0Assets 2013: $319,848Net Assets 2013: $319,8482013Assets 2015: $261,319Net Assets 2015: $261,3192015Assets 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

2015

Assets$261,319
Liabilities-
Net Assets$261,319
Open 2015 Filing

Operations Trend

Revenue GrowthScore unavailable

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

$100K$50K$0-$50KRevenue 2013: $16,083Expenses 2013: $31,035Net Income 2013: -$14,9522013Revenue 2015: -$5,206Expenses 2015: $24,565Net Income 2015: -$29,7712015Revenue 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

2015

Revenue-$5,206
Expenses$24,565
Net Income-$29,771
Open 2015 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2015 to Dec 31, 2015
Signed
Jun 23, 2016
Return Version
2015v2.0
Gross Receipts
$127,398
Mission and Program Overview

Mission

Making cash contributions to exempt organizations

The JCS-Weil Trust contributes funds to the Jewish Chautauqua Society, which provides education courses for credit at colleges and universities on subjects involving Jews and Judaism and distributes Judaica to libraries.

Program Services

DescriptionGrantsExpenses
Jewish Chautauqua Society (see Schedule O)$5,869$18,696
Compensation and Service Providers
Top Officer Pay75th percentile

Employees

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

Filer

Filer Name
JCS - Weil Trust
EIN
36-7008951
Phone
3125789898
Address
135 South LaSalle Street, Chicago, IL 60603

Signing Officer

Name
Jerome L Dreyfuss
Title
Trustee
Signed
2016-06-23
Discuss with paid preparer
Yes

Preparer

Firm
Howard D Lerman & Associates Ltd
Address
135 S LASALLE ST STE 2810, CHICAGO, IL 60603
Preparer
Howard D Lerman
Phone
3125789898
Supplemental Narrative

Additional Explanations

Other Revenue.1

“Non dividend distribution $7061”

Other Revenue.2

“Liquidation distributions $805”

Other Revenue.3

“Capital gain distribution $694”

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

“| Donee's Name: Jewish Chatauqua Society | Donee's Address: 633 Third Avenue New York NY 10017 | Relationship of Donee: None | Cash Amount Given: $18696”

Other Expenses.1

“Illinois Filing fee $15”

Raw XML Appendix193 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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IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt05869
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IRS990EZ/ProhibitedTaxShelterTransInd0false
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IRS990EZ/SpecialEventsDirectExpensesAmt00
IRS990EZ/SubjectToProxyTaxInd0false
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IRS990EZ/TotalProgramServiceExpensesAmt05869
IRS990EZ/TotalRevenueAmt0-5206
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990EZ/TypeOfOrganizationTrustInd0X
IRS990EZ/WebsiteAddressTxt0N/A
IRS990ScheduleA/AdjustedNetIncomeGrp/AdjustedGrossIncomeGrp/PriorYearAmt00
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IRS990ScheduleA/AdjustedNetIncomeGrp/ProductionIncomeGrp/PriorYearAmt00
IRS990ScheduleA/AdjustedNetIncomeGrp/RecoveriesPYDistributionsGrp/PriorYearAmt00
IRS990ScheduleA/AdjustedNetIncomeGrp/TotalAdjustedNetIncomeGrp/PriorYearAmt00
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IRS990ScheduleA/DistributionAllocationsGrp/ExcessDistriCyovToNextYrAmt00
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IRS990ScheduleA/DistributionAllocationsGrp/UnderdistributionsAmt00
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IRS990ScheduleA/DistributionsGrp/CYOtherDistributionsAmt00
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IRS990ScheduleA/DistributionsGrp/ExemptUseAssetsAcquisPaidAmt00
IRS990ScheduleA/DistributionsGrp/QualifiedSetAsideAmt00
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IRS990ScheduleA/Form990SchASupportingOrgGrp/DisqualifiedPrsnControllIntInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/DisqualifiedPrsnOwnrIntInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/ExcessBusinessHoldingsRulesInd0false
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IRS990ScheduleA/Form990SchAType3SprtOrgAllGrp/OfficersCloseRelationshipInd0true
IRS990ScheduleA/Form990SchAType3SprtOrgAllGrp/SupportedOrgVoiceInvestmentInd0false
IRS990ScheduleA/Form990SchAType3SprtOrgAllGrp/TimelyProvidedDocumentsInd0true
IRS990ScheduleA/MinimumAssetAmountGrp/AcquisitionIndebtednessGrp/PriorYearAmt00
IRS990ScheduleA/MinimumAssetAmountGrp/AdjustedFMVLessIndebtednessGrp/PriorYearAmt00
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IRS990ScheduleA/OtherSupportSumAmt00
IRS990ScheduleA/SupportedOrganizationsCnt01
IRS990ScheduleA/SupportedOrganizationsTotalCnt01
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IRS990ScheduleA/SupportedOrgInformationGrp/SupportAmt018696
IRS990ScheduleA/SupportedOrgInformationGrp/SupportedOrganizationName/BusinessNameLine1Txt0Jewish Chatauqua Society
IRS990ScheduleA/SupportingOrganization509a3Ind0X
IRS990ScheduleA/SupportingOrgType3NonFuncInd0X
IRS990ScheduleA/SupportSumAmt018696
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0Non dividend distribution $7061
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1Liquidation distributions $805
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2Capital gain distribution $694
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3| Donee's Name: Jewish Chatauqua Society | Donee's Address: 633 Third Avenue New York NY 10017 | Relationship of Donee: None | Cash Amount Given: $18696
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4Illinois Filing fee $15
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Other Revenue.1
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Other Revenue.2
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Other Revenue.3
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3Grants and Similar Amounts Paid In Excess of $5,000.1
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4Other Expenses.1
ReturnHeader/BuildTS02016-09-27 15:27:22Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0Jerome L Dreyfuss
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0Trustee
ReturnHeader/BusinessOfficerGrp/SignatureDt02016-06-23
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0JCS - Weil Trust
ReturnHeader/Filer/BusinessName/BusinessNameLine2Txt0co Howard D Lerman
ReturnHeader/Filer/BusinessNameControlTxt0JCS-
ReturnHeader/Filer/EIN0367008951
ReturnHeader/Filer/PhoneNum03125789898
ReturnHeader/Filer/USAddress/AddressLine1Txt0135 South LaSalle Street
ReturnHeader/Filer/USAddress/CityNm0Chicago
ReturnHeader/Filer/USAddress/StateAbbreviationCd0IL
ReturnHeader/Filer/USAddress/ZIPCd060603
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0HOWARD D LERMAN & ASSOCIATES LTD
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0135 S LASALLE ST STE 2810
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0CHICAGO
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0IL
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd060603
ReturnHeader/PreparerPersonGrp/PhoneNum03125789898
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Howard D Lerman
ReturnHeader/ReturnTs02016-06-23T15:07:53-07:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02015-01-01
ReturnHeader/TaxPeriodEndDt02015-12-31
ReturnHeader/TaxYr02015

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2015 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$261,319
Liabilities
-
Net assets
$261,319
Revenue
-$5,206
Expenses
$24,565
Net income
-$29,771
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$1.98$1.98$0.05$0.25$0.20
2022Detailed filing. Detailed filing data is available for this year.$2.26$0.04$2.22$0.06$0.34$0.27
2021Facts available. Structured filing facts are available, but richer extracted sections are limited.$2.59$0.08$2.51$0.54$0.36$0.18
2020Detailed filing. Detailed filing data is available for this year.$2.37$0.05$2.32$0.20$0.22$0.02
2019XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$2.46$0.09$2.37$0.19$0.24$0.05
2018XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$2.30$0.09$2.21$0.17$0.24$0.06
2017XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$2.62$2.62$0.22$0.10$0.11
2016Detailed filing. Detailed filing data is available for this year.$2.50$2.50$0.03$0.05$0.07
2015Detailed filing. Detailed filing data is available for this year.$2.61$2.61$0.05$0.25$0.30
2013Detailed filing. Detailed filing data is available for this year.$3.20$3.20$0.16$0.31$0.15