JONES-GORDON FOUNDATION (EIN 853816616) - Form 990 Financial Analysis & Trantor Score

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Financial Vulnerability Assessment (Tuckman-Chang)

4 risk indicators measuring financial stability and operational resilience

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Financial Trends

Organization Details

Formation Year

2020

Legal Domicile

Principal Officer

DANA HERZBERG

Phone

4805635588

Tax Period

2023-08-01 to 2024-07-31

JONES-GORDON FOUNDATION, founded in 2020, is a community nonprofit in the Education sector that reported $5.7M in total revenue in fiscal year 2023. Revenue surged 108% from the prior year, signaling strong growth momentum.

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 progra

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Trantor Score

Financial Health Score (300–850) · Liquidity · Solvency · Sustainability · Efficiency

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Liquidity (40%) • Solvency (30%) • Sustainability (20%) • Efficiency (10%)

Financial Overview (2023)

Revenue Breakdown

Contributions & Grants $602,344

Program Service Revenue $4,967,829

Investment Income $0

Other Revenue $114,158

TOTAL REVENUE $5,684,331

Expense Breakdown

Grants Paid $4,357

Salaries & Benefits $3,554,994

Fundraising Expenses $4,768

Program Expenses $4,130,689

Other Expenses $2,319,842

TOTAL EXPENSES $5,879,193

Year-over-Year Comparison

	2023	2022	Change
Revenue	$5,684,331	$2,735,352	+1.1%
Expenses	$5,879,193	$3,130,311	+0.9%
Net Income	$-194,862	$-394,959	-0.5%

Key Indicators

✗ Grants to Organizations ✗ Grants to Individuals ✗ Lobbying ✗ Political Activity ✗ Foreign Activities ✗ Donor Advised Fund ✗ Schedule B Required

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Financial Health Indicators

Comprehensive financial analysis: Altman Z-Score, liquidity, solvency, sustainability, efficiency, and growth metrics

Financial Distress Indicator

Liquidity & Cash Position

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Altman Z-Score • Liquidity Ratios • Solvency Analysis • Growth Indicators • Efficiency Metrics

Governance

Voting Members

Independent Members

Employees

Volunteers

N/A

Governance Policies

✗ Conflict of Interest Policy

✗ Whistleblower Policy

✗ Document Retention Policy

Special Practices & Reported Activities

✓ Operated a School

✗ Operated a Hospital

✗ Provided First Class Travel

✗ Reported Conflict of Interest

✗ Reported Asset Diversion

✗ Excess Benefit Transaction

✗ Made Political Expenditures

✗ Engaged in Lobbying

✗ Operated Donor Advised Fund

✗ Maintained Art Collections

✗ Filed Form 720

Compensation of Officers, Directors & Key Employees

Total Officers

$247,338

Total Directors

$258,703

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
DANA HERZBERG	PRESIDENT/DIRECTOR	040.00	Officer Director	$116,538	$0	$116,538
JESSICA WILHELMSEN	DIRECTOR	040.00	Director	$75,852	$0	$75,852
SHARI SCHWARTZ	SECRETARY/DIRECTOR	040.00	Officer Director	$66,313	$0	$66,313
TRACIE HAWXHURST	SECRETARY	040.00	Officer	$64,487	$0	$64,487
STEPHEN SCHWANZ	CO-CHAIRMAN OF BOARD	001.00	Officer Director	$0	$0	$0
ANITA THEISEN	TREASURER/CO-CHAIRMAN OF BOARD	001.00	Officer	$0	$0	$0

Note: Compensation data is self-reported by the organization on their Form 990. "Reportable Comp" includes salary, bonuses, and other reportable compensation from the organization and related organizations. "Other Comp" includes benefits, deferred compensation, and non-taxable benefits.

Historical Data

Year	Revenue	Expenses	Assets	Net Income
2024	$5,684,331	$5,879,193	$10,726,922	$-194,862
2023	$2,735,352	$3,130,311	$11,097,548	$-394,959
2022	$5,271,510	$2,354,923	$9,479,136	$2,916,587

JONES-GORDON FOUNDATION