Civic Intelligence

Jaga Charitable Trust

EIN 23-7369497 • 501(c)3 • Ponte Vedra Beach, FL

Profile

Awarding of college scholarships.

130 Corridor Rd Unit 525Ponte Vedra Beach, FL 32004

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

89th percentile

48%

Higher net margin than 89% 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

82nd percentile

35%

Faster asset growth than 82% of similar nonprofits.

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

Revenue Growth

35th percentile

-18%

Faster revenue growth than 35% of similar nonprofits.

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

Balance Sheet
Liabilities / AssetsScore unavailable

Assets

Up

$294,897

Up $77,166 (+35%) from 2023

Liabilities

-

No earlier filing loaded for comparison.

Net Assets

Up

$294,897

Up $77,166 (+35%) from 2023

Operations
Liabilities / RevenueScore unavailableNet Margin89th percentile

Revenue

Down

$155,030

Down $34,422 (-18%) from 2023

Expenses

Down

$80,537

Down $24,034 (-23%) from 2023

Net Income

Down

$74,493

Down $10,388 (-12%) from 2023

Trend Graphs

Balance Sheet Trend

Asset Growth82nd percentile

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

$600K$400K$200K$0Assets 2013: $389,821Net Assets 2013: $389,8212013Assets 2015: $415,892Net Assets 2015: $415,8922015Assets 2016: $416,374Net Assets 2016: $416,3742016Assets 2017: $412,323Net Assets 2017: $412,3232017Assets 2018: $434,455Net Assets 2018: $434,4552018Assets 2019: $441,325Net Assets 2019: $441,3252019Assets 2020: $90,318Net Assets 2020: $90,3182020Assets 2023: $217,731Net Assets 2023: $217,7312023Assets 2024: $294,897Net Assets 2024: $294,8972024

Highlighted filing

2024

Assets$294,897
Liabilities-
Net Assets$294,897
Open 2024 Filing

Operations Trend

Revenue Growth35th percentile

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

$200K$150K$100K$50K$0-$50KRevenue 2013: $37,203Expenses 2013: $45,912Net Income 2013: -$8,7092013Revenue 2015: $78,396Expenses 2015: $62,550Net Income 2015: $15,8462015Revenue 2016: $51,605Expenses 2016: $51,123Net Income 2016: $4822016Revenue 2017: $75,369Expenses 2017: $79,423Net Income 2017: -$4,0542017Revenue 2018: $96,357Expenses 2018: $74,225Net Income 2018: $22,1322018Revenue 2019: $88,619Expenses 2019: $81,749Net Income 2019: $6,8702019Revenue 2020: $49,263Expenses 2020: $50,270Net Income 2020: -$1,0072020Revenue 2023: $189,452Expenses 2023: $104,571Net Income 2023: $84,8812023Revenue 2024: $155,030Expenses 2024: $80,537Net Income 2024: $74,4932024

Highlighted filing

2024

Revenue$155,030
Expenses$80,537
Net Income$74,493
Open 2024 Filing

Filings

Most recent year

2024 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$294,897
Liabilities
-
Net assets
$294,897
Revenue
$155,030
Expenses
$80,537
Net income
$74,493
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$2.95$2.95$1.55$0.81$0.74
2023Detailed filing. Detailed filing data is available for this year.$2.18$2.18$1.89$1.05$0.85
2020Detailed filing. Detailed filing data is available for this year.$0.90$0.90$0.49$0.50$0.01
2019Detailed filing. Detailed filing data is available for this year.$4.41$4.41$0.89$0.82$0.07
2018Detailed filing. Detailed filing data is available for this year.$4.34$4.34$0.96$0.74$0.22
2017Detailed filing. Detailed filing data is available for this year.$4.12$4.12$0.75$0.79$0.04
2016Detailed filing. Detailed filing data is available for this year.$4.16$4.16$0.52$0.51$0.00
2015Detailed filing. Detailed filing data is available for this year.$4.16$4.16$0.78$0.63$0.16
2013Detailed filing. Detailed filing data is available for this year.$3.90$3.90$0.37$0.46$0.09
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jan 1, 2024 to Dec 31, 2024
Signed
Aug 19, 2025
Return Version
2024v5.2
Gross Receipts
$155,030
Mission and Program Overview

Mission

Awarding of college scholarships.

Program Services

DescriptionGrantsExpenses
Scholarships for the approved student to attend approved colleges.-$73,100
Provide Annual Dinner for recipients and members.-$3,925
Compensation and Service Providers
Top Officer Pay81st percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
Ronald SmithTreasurerPT$0--
Joseph GrippiDirectorPT$0--
Wayne St ClairDirectorPT$0--
Filing and Contact Details

Filer

Filer Name
JAGA Charitable Trust
EIN
23-7369497
Phone
9045107633
Address
130 Corridor Rd Unit 525, Ponte Vedra Beach, FL 32004

Signing Officer

Name
Ronald Smith
Title
Treasurer
Signed
2025-08-19
Discuss with paid preparer
Yes

Preparer

Firm
RW Wealth
Address
818 A1A N Ste 100, Ponte Vedra Beach, FL 32082
Preparer
Darlene Westberry CPA
Phone
9042800771
Supplemental Narrative

Additional Explanations

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

“| Donee's Name: Scholarship Payments | Relationship of Donee: None | Cash Amount Given: $73100”

Other Expenses.1002

“Office Expenses $219”

Other Expenses.1012

“Insurance $634”

Other Expenses.1

“Annual Dinner $2758”

Other Expenses.2

“Celebration of Golf Expense $997”

Other Expenses.3

“Merchant Service Fees $740”

Other Expenses.5

“Business Registration Fees $195”

Other Expenses.7

“QGiv Fees $88”

Other Expenses.8

“Bank Charges $60”

Raw XML Appendix163 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
IRS990EZ/ActivitiesNotPreviouslyRptInd0false
IRS990EZ/BooksInCareOfDetail/PersonNm0Ron Smith
IRS990EZ/BooksInCareOfDetail/PhoneNum09045107633
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt0818 A1A N Suite 104
IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0Ponte Vedra Beach
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0FL
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd032082
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt0217731
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt0294897
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd0false
IRS990EZ/ContributionsGiftsGrantsEtcAmt0120609
IRS990EZ/CostOfGoodsSoldAmt00
IRS990EZ/CostOrOtherBasisExpenseSaleAmt00
IRS990EZ/DonorAdvisedFndsInd0false
IRS990EZ/EngagedInExcessBenefitTransInd0false
IRS990EZ/ExcessOrDeficitForYearAmt074493
IRS990EZ/FeesAndOtherPymtToIndCntrctAmt01263
IRS990EZ/FiledScheduleAInd0true
IRS990EZ/ForeignFinancialAccountInd0false
IRS990EZ/ForeignOfficeInd0false
IRS990EZ/Form1120PolFiledInd0false
IRS990EZ/Form990TotalAssetsGrp/BOYAmt0217731
IRS990EZ/Form990TotalAssetsGrp/EOYAmt0294897
IRS990EZ/FundraisingGrossIncomeAmt00
IRS990EZ/GrantsAndSimilarAmountsPaidAmt073100
IRS990EZ/GrossReceiptsAmt0155030
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/InvestmentIncomeAmt08403
IRS990EZ/LobbyingActivitiesInd0false
IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MethodOfAccountingCashInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt0217731
IRS990EZ/NetAssetsOrFundBalancesEOYAmt0294897
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt0217731
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt0294897
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt05.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt15.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt25.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0Ronald Smith
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1Joseph Grippi
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2Wayne St Clair
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0Treasurer
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1Director
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2Director
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherChangesInNetAssetsAmt02673
IRS990EZ/OtherExpensesTotalAmt05691
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0Awarding of college scholarships.
IRS990EZ/PrintingPublicationsPostageAmt0483
IRS990EZ/ProgramServiceRevenueAmt026018
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0Scholarships for the approved student to attend approved colleges.
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt1Provide Annual Dinner for recipients and members.
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt073100
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt13925
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/SchoolOperatingInd0false
IRS990EZ/SpecialEventsDirectExpensesAmt00
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TaxImposedOnOrganizationMgrAmt00
IRS990EZ/TaxImposedUnderIRC4911Amt00
IRS990EZ/TaxImposedUnderIRC4912Amt00
IRS990EZ/TaxImposedUnderIRC4955Amt00
IRS990EZ/TaxReimbursedByOrganizationAmt00
IRS990EZ/TotalExpensesAmt080537
IRS990EZ/TotalProgramServiceExpensesAmt077025
IRS990EZ/TotalRevenueAmt0155030
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990EZ/WebsiteAddressTxt0N/A
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearAmt0120609
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus1YearAmt0144897
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus2YearsAmt051880
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus3YearsAmt047990
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus4YearsAmt019809
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/TotalAmt0385185
IRS990ScheduleA/GovtFurnSrvcFcltsVl170Grp/TotalAmt00
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearAmt08403
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus1YearAmt01593
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus2YearsAmt0158
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus3YearsAmt010
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus4YearsAmt039
IRS990ScheduleA/GrossInvestmentIncome170Grp/TotalAmt010203
IRS990ScheduleA/OtherIncome170Grp/TotalAmt00
IRS990ScheduleA/PublicOrganization170Ind0X
IRS990ScheduleA/PublicSupportCY170Pct00.97420
IRS990ScheduleA/PublicSupportPY170Pct00.99420
IRS990ScheduleA/PublicSupportTotal170Amt0385185
IRS990ScheduleA/SubstantialContributorsTotAmt00
IRS990ScheduleA/TaxRevLeviedOrgnztnlBnft170Grp/TotalAmt00
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY170Ind0X
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearAmt0120609
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus1YearAmt0144897
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus2YearsAmt051880
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus3YearsAmt047990
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus4YearsAmt019809
IRS990ScheduleA/TotalCalendarYear170Grp/TotalAmt0385185
IRS990ScheduleA/TotalSupportAmt0395388
IRS990ScheduleA/UnrelatedBusinessNetIncm170Grp/TotalAmt00
IRS990ScheduleB/ContributorInformationGrp/ContributorBusinessName/BusinessNameLine10RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorNum0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine10RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine20RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/City0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/State0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/ZIPCode0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/TotalContributionsAmt0RESTRICTED
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0| Donee's Name: Scholarship Payments | Relationship of Donee: None | Cash Amount Given: $73100
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1Office Expenses $219
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2Insurance $634
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3Annual Dinner $2758
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4Celebration of Golf Expense $997
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5Merchant Service Fees $740
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt6Business Registration Fees $195
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt7QGiv Fees $88
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt8Bank Charges $60
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Grants and Similar Amounts Paid In Excess of $5,000.1
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Other Expenses.1002
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Other Expenses.1012
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3Other Expenses.1
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4Other Expenses.2
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc5Other Expenses.3
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc6Other Expenses.5
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc7Other Expenses.7
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc8Other Expenses.8
ReturnHeader/BuildTS02025-03-06 01:10:19Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0Ronald Smith
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0Treasurer
ReturnHeader/BusinessOfficerGrp/SignatureDt02025-08-19
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0JAGA Charitable Trust
ReturnHeader/Filer/BusinessNameControlTxt0JAGA
ReturnHeader/Filer/EIN0237369497
ReturnHeader/Filer/PhoneNum09045107633
ReturnHeader/Filer/USAddress/AddressLine1Txt0130 Corridor Rd Unit 525
ReturnHeader/Filer/USAddress/CityNm0Ponte Vedra Beach
ReturnHeader/Filer/USAddress/StateAbbreviationCd0FL
ReturnHeader/Filer/USAddress/ZIPCd032004
ReturnHeader/IRSResponsiblePrtyInfoCurrInd0true
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0593263543
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0RW Wealth
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0818 A1A N Ste 100
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0Ponte Vedra Beach
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0FL
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd032082
ReturnHeader/PreparerPersonGrp/PhoneNum09042800771
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Darlene Westberry CPA
ReturnHeader/ReturnTs02025-08-19T07:01:56-07:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02024-01-01
ReturnHeader/TaxPeriodEndDt02024-12-31
ReturnHeader/TaxYr02024

Document Assets

No mirrored PDF or thumbnail assets are attached yet.