JCS - Weil Trust co Howard D Lerman

EIN: 367008951 501(c)(3)

Chicago, IL

Total Revenue
$53,569
Total Expenses
$36,051
Total Assets
$258,557
Net Assets
$250,557
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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
1992
Legal Domicile
IL
Principal Officer
Jerome Dreyfuss
Phone
3125789898
Tax Period
2021-01-01 to 2021-12-31

JCS - Weil Trust co Howard D Lerman, founded in 1992, is a micro nonprofit that reported $54K in total revenue in fiscal year 2021. Revenue surged 164% from the prior year, signaling strong growth momentum. The organization ran a surplus of $18K, a strong 33% operating margin.

Mission

Making cash contributions to exempt organizations

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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%)

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Financial Overview (2021)

Revenue Breakdown

Contributions & Grants $0
Program Service Revenue $0
Investment Income $53,009
Other Revenue $560
TOTAL REVENUE $53,569

Expense Breakdown

Grants Paid $21,500
Salaries & Benefits $5,000
Fundraising Expenses $0
Program Expenses $36,051
Other Expenses $9,551
TOTAL EXPENSES $36,051

Year-over-Year Comparison

2021 2020 Change
Revenue $53,569 $20,291 +1.6%
Expenses $36,051 $22,369 +0.6%
Net Income $17,518 $-2,078 -9.4%
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

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Governance

Voting Members
1
Independent Members
N/A
Employees
N/A
Volunteers
N/A

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
0
$0
Total Directors
1
$5,000
Key Employees
0
$0
Highest Compensated
0
reported
Name Title Hours/Week Role Reportable Comp Other Comp Total
Jerome Dreyfuss Trustee 0.25
Director
$5,000 $0 $5,000
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
2021 $53,569 $36,051 $258,557 $17,518
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