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

84th percentile

$0

Higher top officer pay than 84% of similar nonprofits.

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

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

Asset Growth

Score unavailable

No value available

No earlier valid filing was available within the previous three public years.

Source year 2024

Revenue Growth

Score unavailable

No value available

No earlier valid filing was available within the previous three public years.

Source year 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 GrowthScore unavailable

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 GrowthScore unavailable

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 Pay84th 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
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IRS990EZ/BooksInCareOfDetail/PhoneNum09045107633
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IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0Ponte Vedra Beach
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0FL
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd032082
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt0217731
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt0294897
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IRS990EZ/ContributionsGiftsGrantsEtcAmt0120609
IRS990EZ/CostOfGoodsSoldAmt00
IRS990EZ/CostOrOtherBasisExpenseSaleAmt00
IRS990EZ/DonorAdvisedFndsInd0false
IRS990EZ/EngagedInExcessBenefitTransInd0false
IRS990EZ/ExcessOrDeficitForYearAmt074493
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IRS990EZ/FiledScheduleAInd0true
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IRS990EZ/GrantsAndSimilarAmountsPaidAmt073100
IRS990EZ/GrossReceiptsAmt0155030
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/InvestmentIncomeAmt08403
IRS990EZ/LobbyingActivitiesInd0false
IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MethodOfAccountingCashInd0X
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt10
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0Ronald Smith
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1Joseph Grippi
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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
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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
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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

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