Nonprofit · EIN 85-3816616
JONES-GORDON FOUNDATION
Tax-exempt · PARADISE VLY, AZ 85253
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| July 31, 2025 | 990 | $5,474,986 | $6,526,165 | -$1,051,179 | $9,720,107 | $8,507,548 | $1,212,559 |
| July 31, 2024 | 990 | $5,684,331 | $5,879,193 | -$194,862 | $10,726,922 | $8,462,887 | $2,264,035 |
| July 31, 2023 | 990 | $2,735,352 | $3,130,311 | -$394,959 | $11,097,548 | $8,638,654 | $2,458,894 |
Financial details: 990 for the year ended July 31, 2025
Revenue
- Contributions, gifts and grants
- $310,525
- Program service revenue
- $5,150,564
- Investment income
- $3,261
- Net income from fundraising events
- $10,636
- Other revenue
- $10,636
Expenses
- Grants and similar amounts paid
- $233
- Compensation of officers, directors and key employees
- $324,077
- Other salaries and wages
- $3,068,172
- Salaries, compensation and benefits (total)
- $4,044,318
- Professional fundraising fees
- $0
- Legal fees
- $8,147
- Accounting fees
- $83,238
- Occupancy
- $289,805
- Travel
- $25,561
- Depreciation
- $981,143
- Program services (functional)
- $4,844,215
- Management and general (functional)
- $1,681,950
Balance sheet and other
- Total assets, start of year
- $10,726,922
- Total assets, end of year
- $9,720,107
- Total liabilities, end of year
- $8,507,548
- Net assets, end of year
- $1,212,559
- Land, buildings and equipment
- $370,906
- Net assets without donor restrictions
- $1,203,831
- Net assets with donor restrictions
- $8,728
- Gross receipts
- $5,514,186
- Employees
- 71
- Year formed
- 2020
- State of legal domicile
- AZ
From the e-filed returns the IRS publishes as XML (latest three processing years; amended returns replace the original). PDF copies at the IRS.
Officers, directors and key employees
As listed on the 990 for the year ended July 31, 2025, highest compensation first.
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| DANA HERZBERG | PRESIDENT/DIRECTOR Trustee or director, Officer | 40 | $146,174 |
| JESSICA WILHELMSEN | DIRECTOR Trustee or director | 40 | $83,497 |
| TRACIE HAWXHURST | SECRETARY Officer | 40 | $67,001 |
| SHARI SCHWARTZ | SECRETARY/DIRECTOR Trustee or director, Officer | 40 | $43,988 |
| STEPHEN SCHWANZ | CO-CHAIRMAN OF BOARD Trustee or director, Officer | 1 | $0 |
| ANITA THEISEN | TREASURER/CO-CHAIRMAN OF BOARD Officer | 1 | $0 |
990 for the year ended July 31, 2024: 6 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| DANA HERZBERG | PRESIDENT/DIRECTOR Trustee or director, Officer | 40 | $116,538 |
| JESSICA WILHELMSEN | DIRECTOR Trustee or director | 40 | $75,852 |
| SHARI SCHWARTZ | SECRETARY/DIRECTOR Trustee or director, Officer | 40 | $66,313 |
| TRACIE HAWXHURST | SECRETARY Officer | 40 | $64,487 |
| STEPHEN SCHWANZ | CO-CHAIRMAN OF BOARD Trustee or director, Officer | 1 | $0 |
| ANITA THEISEN | TREASURER/CO-CHAIRMAN OF BOARD Officer | 1 | $0 |
990 for the year ended July 31, 2023: 5 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| DANA HERZBERG | PRESIDENT/DIRECTOR Trustee or director, Officer | 40 | $0 |
| JESSICA WILHELMSEN | DIRECTOR Trustee or director | 40 | $0 |
| SHARI SCHWARTZ | SECRETARY/DIRECTOR Trustee or director, Officer | 40 | $0 |
| STEPHEN SCHWANZ | CO-CHAIRMAN OF BOARD Trustee or director, Officer | 1 | $0 |
| ANITA THEISEN | TREASURER/CO-CHAIRMAN OF BOARD Officer | 1 | $0 |
Address and contacts
- Address (IRS master file)
- 4800 E DOUBLETREE RANCH RD, PARADISE VLY, AZ 85253-1524
- In care of
- % DANA HERZBERG
- Mailing address (990-N for 2021)
- 4800 E DOUBLETREE RANCH RD, PARADISE VALLEY AZ 85253
- Principal officer (990 for 2024)
- DANA HERZBERG, 4800 E DOUBLETREE RANCH RD, PARADISE VALLEY, AZ 85253
- Principal officer (990-N for 2021)
- DANA HERZBERG, 4800 E DOUBLETREE RANCH RD, PARADISE VALLEY AZ 85253
- Signed the 990
- DANA HERZBERG, PRESIDENTCEO
- Phone
- (480) 563-5588
- Website
- www.jonesgordon.org
- Return prepared by
- MICHELE L SIMPHOUKHAM CPA
Mission
The Jones-Gordon School cultivates the strengths of high potential, motivated students-students who have dyslexia and related learning differences such as ADHD or executive dysfunction-through targeted educational programming.
Program accomplishments
- INSTRUCTIONAL PROGRAM SERVICES - INSTRUCTIONAL PROGRAM SERVICES INCLUDE ALL ACTIVITIES DIRECTLY TIED TO THE EDUCATIONAL SERVICES PROVIDED BY THE SCHOOL.Expenses $4,844,215 · revenue $5,150,564
What it must file and when
IRS records say it files Form 990 or 990-EZ. Based on its last return; a smaller organization may file the 990-N. Its accounting year ends in July, so each return is due on the 15th day of the 5th month after that.
| Tax year | Year ended | Due | IRS public records |
|---|---|---|---|
| 2025 | July 31, 2026 | December 15, 2026 | Not due yet |
| 2024 | July 31, 2025 | December 15, 2025 | 990 on file |
| 2023 | July 31, 2024 | December 16, 2024 | 990 on file |
IRS record
- EIN
- 85-3816616
- Tax-exempt status
- 501(c)(3): Charitable, religious, educational or scientific organization
- Foundation status
- School
- Donations deductible (Pub 78)
- Public charity, 50% deduction limit
- Exempt since
- 2022
- Accounting year ends
- July
- Files
- Form 990 or 990-EZ
- Category (NTEE)
- Education (B20)
- Assets (IRS master file)
- $9,720,107
- Income (IRS master file)
- $5,514,186
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990 | July 2025 | $5,474,986 | $6,526,165 | $9,720,107 | XML |
| 990 | July 2024 | $5,684,331 | $5,879,193 | $10,726,922 | XML |
| 990 | July 2023 | $2,735,352 | $3,130,311 | $11,097,548 | XML |
| 990 | December 2022 | $5,271,510 | $2,354,923 | $9,479,136 | IRS |
| 990-N for 2021 Officer: DANA HERZBERG | December 31, 2021 | ≤ $50,000 receipts | – | – | e-Postcard |
990-N: the IRS bulk file holds only the latest e-Postcard per organization; earlier years come from archived copies of that file since 2020 and can have gaps (the IRS e-Postcard search lists every one). 990, 990-EZ, 990-PF, 990-T: every e-filed return in the IRS e-file index since 2019; XML for the latest three processing years, amounts from the IRS Statistics of Income extracts before that. PDF copies and determination letters at the IRS (search EIN 85-3816616).
Questions about JONES-GORDON FOUNDATION
- What is the EIN of JONES-GORDON FOUNDATION?
- The employer identification number (EIN) of JONES-GORDON FOUNDATION is 85-3816616.
- Is JONES-GORDON FOUNDATION tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 2022.
- Are donations to JONES-GORDON FOUNDATION tax-deductible?
- Yes. It is listed in IRS Publication 78 (Public charity, 50% deduction limit).
- Which annual return does JONES-GORDON FOUNDATION file?
- Form 990 or 990-EZ. Based on its last return; a smaller organization may file the 990-N.
- When is the next return of JONES-GORDON FOUNDATION due?
- The return for tax year 2025 (the year ending July 31, 2026) is due December 15, 2026. Form 8868 extends it by six months; the 990-N cannot be extended.
- When did JONES-GORDON FOUNDATION last file with the IRS?
- The latest return in the IRS public files is the 990 for the year ended July 2025.
- Who is the principal officer of JONES-GORDON FOUNDATION?
- The 990 for the year ended July 31, 2025 names DANA HERZBERG.
- Who are the officers and directors of JONES-GORDON FOUNDATION?
- The 990 for the year ended July 31, 2025 lists 6 people; 4 received compensation from the organization, the highest $146,174 (DANA HERZBERG, PRESIDENT/DIRECTOR).
- How much revenue does JONES-GORDON FOUNDATION have?
- On its 990 for the year ended July 31, 2025 it reported revenue of $5,474,986, expenses of $6,526,165 and total assets of $9,720,107 at year end.
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