Civic Intelligence

J a G a Charitable Trust

990EZ • Fiscal year 2023 • EIN 23-7369497

Jan 01, 2023 to Dec 31, 2023 • Filed on Jul 08, 2024

Organization ProfileN/A
130 Corridor Rd Unit 525Ponte Vedra Beach, FL 32004

(904) 510-7633

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 2023

Liabilities / Revenue

Score unavailable

No value available

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

Source year 2023

Net Margin

89th percentile

45%

Higher net margin than 89% of similar nonprofits.

2023 filings • 501(c)3 • <$500k nonprofits • Source year 2023

Top Officer Pay

78th percentile

$0

Higher top officer pay than 78% of similar nonprofits.

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

2023 filings • 501(c)3 • <$500k nonprofits • Source year 2023

Asset Growth

80th percentile

34%

Faster asset growth than 80% of similar nonprofits.

2023 filings • 501(c)3 • <$500k nonprofits • Annualized from 2020 to 2023

Revenue Growth

82nd percentile

57%

Faster revenue growth than 82% of similar nonprofits.

2023 filings • 501(c)3 • <$500k nonprofits • Annualized from 2020 to 2023

Balance Sheet
Liabilities / AssetsScore unavailable

Assets

Up

$217,731

Up $127,413 (+141%) from 2020

Net Assets

Up

$217,731

Up $127,413 (+141%) from 2020

Liabilities

-

No earlier filing loaded for comparison.

Revenue And Expenses
Liabilities / RevenueScore unavailableNet Margin89th percentile

Revenue

Up

$189,452

Up $140,189 (+285%) from 2020

Expenses

Up

$104,571

Up $54,301 (+108%) from 2020

Net Income

Up

$84,881

Up $85,888 (+8529%) from 2020

Historical Trend

Balance Sheet Trend

Asset Growth80th 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

2023

Assets$217,731
Liabilities-
Net Assets$217,731
Open 2023 Filing

Operations Trend

Revenue Growth82nd 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

2023

Revenue$189,452
Expenses$104,571
Net Income$84,881
Open 2023 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2023 to Dec 31, 2023
Signed
Jul 8, 2024
Return Version
2023v5.1
Gross Receipts
$189,452
Mission and Program Overview

Mission

Awarding of college scholarships.

Program Services

DescriptionGrantsExpenses
Scholarships for the approved student to attend approved colleges.-$83,200
Provide Annual Dinner for recipients and members.-$17,815
Compensation and Service Providers
Top Officer Pay78th 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
2024-07-08
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: $83200”

Other Expenses.1002

“Office Expenses $260”

Other Expenses.1012

“Insurance $1360”

Other Expenses.1

“Celebration of Golf $15415”

Other Expenses.2

“Annual Dinner $2234”

Other Expenses.3

“Merchant Service Fees $1300”

Other Expenses.4

“Business Registration Fees $273”

Other Expenses.6

“Bank Charges $57”

Other Expenses.7

“JAGA 10% Fee $31”

Raw XML Appendix168 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/AddressChangeInd0X
IRS990EZ/BooksInCareOfDetail/PersonNm0Ron Smith
IRS990EZ/BooksInCareOfDetail/PhoneNum09045107633
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt06817 Southpoint Pkwy Ste 1204
IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0Jacksonville
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0FL
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd032216
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt0132850
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IRS990EZ/InfoInScheduleOPartIInd0X
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0Ronald Smith
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0Treasurer
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1Director
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2Director
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherExpensesTotalAmt020930
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0Awarding of college scholarships.
IRS990EZ/PrintingPublicationsPostageAmt0166
IRS990EZ/ProgramServiceRevenueAmt042962
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0Scholarships for the approved student to attend approved colleges.
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt1Provide Annual Dinner for recipients and members.
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt083200
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt117815
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/SchoolOperatingInd0false
IRS990EZ/SpecialEventsDirectExpensesAmt00
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TaxImposedOnOrganizationMgrAmt00
IRS990EZ/TaxImposedUnderIRC4911Amt00
IRS990EZ/TaxImposedUnderIRC4912Amt00
IRS990EZ/TaxImposedUnderIRC4955Amt00
IRS990EZ/TaxReimbursedByOrganizationAmt00
IRS990EZ/TotalExpensesAmt0104571
IRS990EZ/TotalProgramServiceExpensesAmt0101015
IRS990EZ/TotalRevenueAmt0189452
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990EZ/WebsiteAddressTxt0N/A
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearAmt0144897
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus1YearAmt051880
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus2YearsAmt047990
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus3YearsAmt019809
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus4YearsAmt053114
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/TotalAmt0317690
IRS990ScheduleA/GovtFurnSrvcFcltsVl170Grp/TotalAmt00
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearAmt01593
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus1YearAmt0158
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus2YearsAmt010
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus3YearsAmt039
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus4YearsAmt069
IRS990ScheduleA/GrossInvestmentIncome170Grp/TotalAmt01869
IRS990ScheduleA/OtherIncome170Grp/TotalAmt00
IRS990ScheduleA/PublicOrganization170Ind0X
IRS990ScheduleA/PublicSupportCY170Pct00.99420
IRS990ScheduleA/PublicSupportTotal170Amt0317690
IRS990ScheduleA/SubstantialContributorsTotAmt00
IRS990ScheduleA/TaxRevLeviedOrgnztnlBnft170Grp/TotalAmt00
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY170Ind0X
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearAmt0144897
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus1YearAmt051880
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus2YearsAmt047990
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus3YearsAmt019809
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus4YearsAmt053114
IRS990ScheduleA/TotalCalendarYear170Grp/TotalAmt0317690
IRS990ScheduleA/TotalSupportAmt0319559
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: $83200
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1Office Expenses $260
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2Insurance $1360
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3Celebration of Golf $15415
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4Annual Dinner $2234
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5Merchant Service Fees $1300
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt6Business Registration Fees $273
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt7Bank Charges $57
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt8JAGA 10% Fee $31
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
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IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc6Other Expenses.4
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc7Other Expenses.6
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc8Other Expenses.7
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/AuthenticationAssuranceLevelCd0AAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/FederatedAssuranceLevelCd0FAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/IdentityAssuranceLevelCd0IAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/TrustedCustomerCd00
ReturnHeader/BuildTS02023-04-26 12:10:37Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0Ronald Smith
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0Treasurer
ReturnHeader/BusinessOfficerGrp/SignatureDt02024-07-08
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/PreparerPersonNm0Danny Worrell CPA
ReturnHeader/ReturnTs02024-07-08T15:37:46-07:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0Ronald
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0Smith
ReturnHeader/TaxPeriodBeginDt02023-01-01
ReturnHeader/TaxPeriodEndDt02023-12-31
ReturnHeader/TaxYr02023

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2023 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$217,731
Liabilities
-
Net assets
$217,731
Revenue
$189,452
Expenses
$104,571
Net income
$84,881
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