Civic Intelligence

J a G a Charitable Trust

990EZ • Fiscal year 2020 • EIN 23-7369497

Jan 01, 2020 to Dec 31, 2020 • Filed on Nov 11, 2021

Organization ProfileN/A
6817 Southpoint Pky 1204Jacksonville, FL 32216

(904) 470-0105

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 2020

Liabilities / Revenue

Score unavailable

No value available

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

Source year 2020

Net Margin

37th percentile

-2.0%

Higher net margin than 37% of similar nonprofits.

2020 filings • 501(c)3 • <$500k nonprofits • Source year 2020

Top Officer Pay

76th percentile

$0

Higher top officer pay than 76% of similar nonprofits.

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

2020 filings • 501(c)3 • <$500k nonprofits • Source year 2020

Asset Growth

4th percentile

-80%

Faster asset growth than 4% of similar nonprofits.

2020 filings • 501(c)3 • <$500k nonprofits • Annualized from 2019 to 2020

Revenue Growth

25th percentile

-44%

Faster revenue growth than 25% of similar nonprofits.

2020 filings • 501(c)3 • <$500k nonprofits • Annualized from 2019 to 2020

Balance Sheet
Liabilities / AssetsScore unavailable

Assets

Down

$90,318

Down $351,007 (-80%) from 2019

Net Assets

Down

$90,318

Down $351,007 (-80%) from 2019

Liabilities

-

No earlier filing loaded for comparison.

Revenue And Expenses
Liabilities / RevenueScore unavailableNet Margin37th percentile

Revenue

Down

$49,263

Down $39,356 (-44%) from 2019

Expenses

Down

$50,270

Down $31,479 (-39%) from 2019

Net Income

Down

-$1,007

Down $7,877 (-115%) from 2019

Historical Trend

Balance Sheet Trend

Asset Growth4th percentile

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

$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

2020

Assets$90,318
Liabilities-
Net Assets$90,318
Open 2020 Filing

Operations Trend

Revenue Growth25th percentile

Revenue, expenses, and net income across loaded years, with this 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

2020

Revenue$49,263
Expenses$50,270
Net Income-$1,007
Open 2020 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2020 to Dec 31, 2020
Signed
Nov 11, 2021
Return Version
2020v4.0
Gross Receipts
$49,263
Mission and Program Overview

Mission

Awarding of college scholarships.

Program Services

DescriptionGrantsExpenses
Scholarships for the approved student to attend approved colleges.$48,000$48,000
Provide Annual Dinner for recipients and members.$450-
Compensation and Service Providers
Top Officer Pay76th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
Allen WithamTreasurerPT$0--
Steve BoomaDirectorPT$0--
Wayne StClairDirectorPT$0--
Filing and Contact Details

Filer

Filer Name
JAGA Charitable Trust
EIN
23-7369497
Phone
9044700105
Address
6817 Southpoint Pky 1204, Jacksonville, FL 32216

Signing Officer

Name
Allen Witham
Title
Treasurer
Signed
2021-11-11
Discuss with paid preparer
Yes

Preparer

Firm
RW Wealth
Address
818 A1A N Ste 100, Ponte Vedra Beach, FL 32082
Preparer
Danny Worrell 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: $48000”

Other Expenses.1

“Insurance $760”

Other Expenses.2

“Annual Scholar Dinner $450”

Other Expenses.3

“Paypal Fees $76”

Other Expenses.4

“Office Supplies $67”

Other Expenses.5

“Registration Fee $61”

Raw XML Appendix160 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/PersonNm0Allen Witham
IRS990EZ/BooksInCareOfDetail/PhoneNum09044700105
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt06817 Southpoint Pkwy Ste 1204
IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0Jacksonville
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0FL
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd032216
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt0441325
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt090318
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd0false
IRS990EZ/ContributionsGiftsGrantsEtcAmt029615
IRS990EZ/CostOfGoodsSoldAmt00
IRS990EZ/CostOrOtherBasisExpenseSaleAmt00
IRS990EZ/DonorAdvisedFndsInd0false
IRS990EZ/EngagedInExcessBenefitTransInd0false
IRS990EZ/ExcessOrDeficitForYearAmt0-1007
IRS990EZ/FeesAndOtherPymtToIndCntrctAmt0856
IRS990EZ/FiledScheduleAInd0true
IRS990EZ/ForeignFinancialAccountInd0false
IRS990EZ/ForeignOfficeInd0false
IRS990EZ/Form1120PolFiledInd0false
IRS990EZ/Form990TotalAssetsGrp/BOYAmt0441325
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IRS990EZ/FundraisingGrossIncomeAmt00
IRS990EZ/GrantsAndSimilarAmountsPaidAmt048000
IRS990EZ/GrossReceiptsAmt049263
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/InvestmentIncomeAmt039
IRS990EZ/LobbyingActivitiesInd0false
IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MethodOfAccountingCashInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt0441325
IRS990EZ/NetAssetsOrFundBalancesEOYAmt090318
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt0441325
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt090318
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt05.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt15.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt25.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0Allen Witham
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1Steve Booma
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2Wayne StClair
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0Treasurer
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1Director
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2Director
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherChangesInNetAssetsAmt0-350000
IRS990EZ/OtherExpensesTotalAmt01414
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0Awarding of college scholarships.
IRS990EZ/ProgramServiceRevenueAmt019609
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0Scholarships for the approved student to attend approved colleges.
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt1Provide Annual Dinner for recipients and members.
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt048000
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt1450
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt048000
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/SchoolOperatingInd0false
IRS990EZ/SpecialEventsDirectExpensesAmt00
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TaxImposedOnOrganizationMgrAmt00
IRS990EZ/TaxImposedUnderIRC4911Amt00
IRS990EZ/TaxImposedUnderIRC4912Amt00
IRS990EZ/TaxImposedUnderIRC4955Amt00
IRS990EZ/TaxReimbursedByOrganizationAmt00
IRS990EZ/TotalExpensesAmt050270
IRS990EZ/TotalProgramServiceExpensesAmt048450
IRS990EZ/TotalRevenueAmt049263
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990EZ/WebsiteAddressTxt0N/A
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearAmt019809
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus1YearAmt053114
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus2YearsAmt042425
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus3YearsAmt031646
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus4YearsAmt037562
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/TotalAmt0184556
IRS990ScheduleA/GovtFurnSrvcFcltsVl170Grp/TotalAmt00
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearAmt039
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus1YearAmt069
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus2YearsAmt0176
IRS990ScheduleA/GrossInvestmentIncome170Grp/TotalAmt0284
IRS990ScheduleA/OtherIncome170Grp/TotalAmt00
IRS990ScheduleA/PublicOrganization170Ind0X
IRS990ScheduleA/PublicSupportCY170Pct00.99850
IRS990ScheduleA/PublicSupportPY170Pct00.99900
IRS990ScheduleA/PublicSupportTotal170Amt0184556
IRS990ScheduleA/SubstantialContributorsTotAmt00
IRS990ScheduleA/TaxRevLeviedOrgnztnlBnft170Grp/TotalAmt00
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY170Ind0X
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearAmt019809
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus1YearAmt053114
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus2YearsAmt042425
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus3YearsAmt031646
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus4YearsAmt037562
IRS990ScheduleA/TotalCalendarYear170Grp/TotalAmt0184556
IRS990ScheduleA/TotalSupportAmt0184840
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: $48000
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1Insurance $760
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2Annual Scholar Dinner $450
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3Paypal Fees $76
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4Office Supplies $67
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5Registration Fee $61
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Grants and Similar Amounts Paid In Excess of $5,000.1
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Other Expenses.1
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Other Expenses.2
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3Other Expenses.3
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4Other Expenses.4
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc5Other Expenses.5
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/AuthenticationAssuranceLevelCd0AAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/FederatedAssuranceLevelCd0FAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/IdentityAssuranceLevelCd0IAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/TrustedCustomerCd02
ReturnHeader/BuildTS02022-09-23 18:48:47Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0Allen Witham
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0Treasurer
ReturnHeader/BusinessOfficerGrp/SignatureDt02021-11-11
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0JAGA Charitable Trust
ReturnHeader/Filer/BusinessNameControlTxt0JAGA
ReturnHeader/Filer/EIN0237369497
ReturnHeader/Filer/PhoneNum09044700105
ReturnHeader/Filer/USAddress/AddressLine1Txt06817 Southpoint Pky 1204
ReturnHeader/Filer/USAddress/CityNm0Jacksonville
ReturnHeader/Filer/USAddress/StateAbbreviationCd0FL
ReturnHeader/Filer/USAddress/ZIPCd032216
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/PreparerPersonNm0Danny Worrell CPA
ReturnHeader/ReturnTs02021-11-11T06:33:44-08:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0Allen
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0Witham
ReturnHeader/TaxPeriodBeginDt02020-01-01
ReturnHeader/TaxPeriodEndDt02020-12-31
ReturnHeader/TaxYr02020

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2020 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$90,318
Liabilities
-
Net assets
$90,318
Revenue
$49,263
Expenses
$50,270
Net income
-$1,007
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