Civic Intelligence

The Jaggi Family Foundation

EIN 20-0132014 • Tucson, AZ

6476 N Ventana Canyon DriveTucson, AZ 85750
Siviq Scores

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

Liabilities / Assets

39th percentile

0.00x

Tied with the lowest-debt nonprofits in its peer group.

$500k-$1M nonprofits • Source year 2024

Liabilities / Revenue

40th percentile

0.00x

Tied with the lowest-debt nonprofits in its peer group.

$500k-$1M nonprofits • Source year 2024

Net Margin

92nd percentile

61%

Higher net margin than 92% of similar nonprofits.

$500k-$1M nonprofits • Source year 2024

Top Officer Pay

70th percentile

$0

Higher top officer pay than 70% of similar nonprofits.

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

$500k-$1M nonprofits • Source year 2024

Asset Growth

59th percentile

5.1%

Faster asset growth than 59% of similar nonprofits.

$500k-$1M nonprofits • Annualized from 2023 to 2024

Revenue Growth

95th percentile

212%

Faster revenue growth than 95% of similar nonprofits.

$500k-$1M nonprofits • Annualized from 2023 to 2024

Assets

Up

$921,951

Up $44,966 (+5.1%) from 2023

Liabilities

Flat

$0

Flat from 2023

Net Assets

Up

$921,951

Up $44,966 (+5.1%) from 2023

Revenue

Up

$74,081

Up $50,345 (+212%) from 2023

Expenses

Down

$29,115

Down $24,285 (-45%) from 2023

Net Income

Up

$44,966

Up $74,630 (+252%) from 2023

Trend Graphs

Balance Sheet Trend

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

$1.5M$1.0M$500K$0Assets 2010: $1,107,476Liabilities 2010: $0Net Assets 2010: $1,107,4762010Assets 2011: $1,067,183Liabilities 2011: $0Net Assets 2011: $1,067,1832011Assets 2012: $1,108,979Liabilities 2012: $0Net Assets 2012: $1,108,9792012Assets 2013: $1,163,515Liabilities 2013: $0Net Assets 2013: $1,163,5152013Assets 2014: $1,123,842Liabilities 2014: $0Net Assets 2014: $1,123,8422014Assets 2015: $1,052,075Liabilities 2015: $0Net Assets 2015: $1,052,0752015Assets 2016: $1,157,157Liabilities 2016: $0Net Assets 2016: $1,157,1572016Assets 2017: $1,123,648Liabilities 2017: $0Net Assets 2017: $1,123,6482017Assets 2018: $961,456Liabilities 2018: $0Net Assets 2018: $961,4562018Assets 2019: $814,480Liabilities 2019: $184,939Net Assets 2019: $629,5412019Assets 2020: $753,151Liabilities 2020: $221,971Net Assets 2020: $531,1802020Assets 2021: $970,408Liabilities 2021: $0Net Assets 2021: $970,4082021Assets 2022: $906,649Liabilities 2022: $0Net Assets 2022: $906,6492022Assets 2023: $876,985Liabilities 2023: $0Net Assets 2023: $876,9852023Assets 2024: $921,951Liabilities 2024: $0Net Assets 2024: $921,9512024

Highlighted filing

2024

Assets$921,951
Liabilities$0
Net Assets$921,951

Operations Trend

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

$1.0M$500K$0-$500KExpenses 2010: $75,7532010Expenses 2011: $78,0262011Expenses 2012: $74,5582012Revenue 2013: $113,644Expenses 2013: $59,237Net Income 2013: $54,4072013Revenue 2014: $16,555Expenses 2014: $70,755Net Income 2014: -$54,2002014Revenue 2015: $734Expenses 2015: $72,501Net Income 2015: -$71,7672015Revenue 2016: $172,533Expenses 2016: $67,451Net Income 2016: $105,0822016Revenue 2017: $53,235Expenses 2017: $86,744Net Income 2017: -$33,5092017Revenue 2018: -$21,625Expenses 2018: $140,567Net Income 2018: -$162,1922018Revenue 2019: -$189,426Expenses 2019: $142,489Net Income 2019: -$331,9152019Revenue 2020: -$44,300Expenses 2020: $54,061Net Income 2020: -$98,3612020Revenue 2021: $563,439Expenses 2021: $124,211Net Income 2021: $439,2282021Revenue 2022: $37,088Expenses 2022: $100,847Net Income 2022: -$63,7592022Revenue 2023: $23,736Expenses 2023: $53,400Net Income 2023: -$29,6642023Revenue 2024: $74,081Expenses 2024: $29,115Net Income 2024: $44,9662024

Highlighted filing

2024

Revenue$74,081
Expenses$29,115
Net Income$44,966

Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$0.92$0.00$0.92$0.07$0.03$0.04
2023XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.88$0.00$0.88$0.02$0.05$0.03
2022Detailed filing. Detailed filing data is available for this year.$0.91$0.00$0.91$0.04$0.10$0.06
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.97$0.00$0.97$0.56$0.12$0.44
2020Detailed filing. Detailed filing data is available for this year.$0.75$0.22$0.53$0.04$0.05$0.10
2019XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.81$0.18$0.63$0.19$0.14$0.33
2018XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.96$0.00$0.96$0.02$0.14$0.16
2017Detailed filing. Detailed filing data is available for this year.$1.12$0.00$1.12$0.05$0.09$0.03
2016XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.16$0.00$1.16$0.17$0.07$0.11
2015Detailed filing. Detailed filing data is available for this year.$1.05$0.00$1.05$0.00$0.07$0.07
2014Detailed filing. Detailed filing data is available for this year.$1.12$0.00$1.12$0.02$0.07$0.05
2013Detailed filing. Detailed filing data is available for this year.$1.16$0.00$1.16$0.11$0.06$0.05
2012Detailed filing. Detailed filing data is available for this year.$1.11$0.00$1.11$0.07
2011Detailed filing. Detailed filing data is available for this year.$1.07$0.00$1.07$0.08
2010Detailed filing. Detailed filing data is available for this year.$1.11$0.00$1.11$0.08
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jan 1, 2024 to Dec 31, 2024
Signed
Aug 11, 2025
Return Version
2024v5.0
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
GURPREET JAGGIPresident-$0--
REEMA SAWHNEY JAGGIVice Pres-$0--
Filing and Contact Details

Filer

Filer Name
The Jaggi Family Foundation
EIN
20-0132014
Phone
5202759095
Address
6476 N VENTANA CANYON DRIVE, TUCSON, AZ 85750

Signing Officer

Name
Gurpreet Jaggi
Title
President
Phone
5202759095
Signed
2025-08-11

Preparer

Firm
Ludwig Klewer & Rudner Pllc
Address
4783 E CAMP LOWELL DR, TUCSON, AZ 85712
Preparer
Chris Wm Ludwig CPA
Phone
5205450500
Raw XML Appendix287 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.

Path#Value
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AccountingFeesSchedule/AccountingFeesDetail/DisbursementsCharitablePrpsAmt07178
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GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/AcquiredDt12024-01
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/AcquiredDt22024-01
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GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/AcquiredDt42022-01
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/AssetDesc0CHARLES SCHWAB 2163 ST SUMMARY
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/AssetDesc1CHARLES SCHWAB 2163 ST SUMMARY
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/AssetDesc2CHARLES SCHWAB 2163 ST SUMMARY
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/AssetDesc3CHARLES SCHWAB 2163 LT SUMMARY
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/AssetDesc4CHARLES SCHWAB 2163 LT SUMMARY
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IRS990PF/StatementsRegardingActyGrp/PhoneNum05202759095
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IRS990PF/StatementsRegardingActyGrp/UnrelatedBusIncmOverLimitInd0false
IRS990PF/StatementsRegardingActyGrp/WebsiteAddressTxt0N/A
IRS990PF/SumOfProgramRelatedInvstGrp/Description1Txt0N/A
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt020000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt0CHARITABLE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt0UNIVERSITY OF TEXAS
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt02515 SPEEDWAY
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm0AUSTIN
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd0TX
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd078712
IRS990PF/SupplementaryInformationGrp/OnlyContriToPreselectedInd0X
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriPdDurYrAmt020000
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/LoansOrLoanGuaranteesInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PerformanceOfServicesEtcInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PurchaseOfAssetsNonchrtblEOInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/ReimbursementArrangementsInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RelationshipsNonchrtblEOInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RentalOfFacilitiesOthAssetsInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SalesOrExchangesOfAssetsInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SharingOfFacilitiesEtcInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOfCashToNonchrtblEOInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOtherAssetNonchrtblEOInd0false
IRS990PF/UndistributedIncomeGrp/AppliedToCurrentYearAmt028755
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt049439
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovAppCYAmt020684
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr1Amt08202
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr2Amt053114
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr3Amt082900
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr4Amt019751
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr5Amt099959
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovAppCYCorpusAmt020684
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovFromYr5Amt079275
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt0163967
IRS990PF/UndistributedIncomeGrp/ExcessFromYear1Amt08202
IRS990PF/UndistributedIncomeGrp/ExcessFromYear2Amt053114
IRS990PF/UndistributedIncomeGrp/ExcessFromYear3Amt082900
IRS990PF/UndistributedIncomeGrp/ExcessFromYear4Amt019751
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt028755
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt0243242
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt0263926
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt00
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc0EXPENSES
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc1INVESTMENT FEES
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt01577
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt01577
OtherIncomeSchedule2/OtherIncomeDetail/AdjustedNetIncomeAmt01133
OtherIncomeSchedule2/OtherIncomeDetail/AdjustedNetIncomeAmt122
OtherIncomeSchedule2/OtherIncomeDetail/Desc0NON TAX INV BASIS INCREASE
OtherIncomeSchedule2/OtherIncomeDetail/Desc1MISCELLANEOUS INCOME
OtherIncomeSchedule2/OtherIncomeDetail/NetInvestmentIncomeAmt01133
OtherIncomeSchedule2/OtherIncomeDetail/RevenueAndExpensesPerBooksAmt01133
OtherIncomeSchedule2/OtherIncomeDetail/RevenueAndExpensesPerBooksAmt122
TaxesSchedule/TaxesDetail/Amt0252
TaxesSchedule/TaxesDetail/Amt1108
TaxesSchedule/TaxesDetail/CategoryTxt0FEDERAL INCOME TAX
TaxesSchedule/TaxesDetail/CategoryTxt1FOREIGN TAXES CHARLES SCHWAB 216
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt0252
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt1108
ReturnHeader/BuildTS02025-03-06 01:10:19Z
ReturnHeader/BusinessOfficerGrp/PersonNm0GURPREET JAGGI
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0PRESIDENT
ReturnHeader/BusinessOfficerGrp/PhoneNum05202759095
ReturnHeader/BusinessOfficerGrp/SignatureDt02025-08-11
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0THE JAGGI FAMILY FOUNDATION
ReturnHeader/Filer/BusinessNameControlTxt0JAGG
ReturnHeader/Filer/EIN0200132014
ReturnHeader/Filer/PhoneNum05202759095
ReturnHeader/Filer/USAddress/AddressLine1Txt06476 N VENTANA CANYON DRIVE
ReturnHeader/Filer/USAddress/CityNm0TUCSON
ReturnHeader/Filer/USAddress/StateAbbreviationCd0AZ
ReturnHeader/Filer/USAddress/ZIPCd085750
ReturnHeader/IRSResponsiblePrtyInfoCurrInd0true
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0364538293
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0LUDWIG KLEWER & RUDNER PLLC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt04783 E CAMP LOWELL DR
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0TUCSON
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0AZ
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd085712
ReturnHeader/PreparerPersonGrp/PhoneNum05205450500
ReturnHeader/PreparerPersonGrp/PreparationDt02025-08-11
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0CHRIS WM LUDWIG CPA
ReturnHeader/ReturnTs02025-09-01T14:29:53-04:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/TaxPeriodBeginDt02024-01-01
ReturnHeader/TaxPeriodEndDt02024-12-31
ReturnHeader/TaxYr02024

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