JONES-GORDON FOUNDATION

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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

2024-08-01 to 2025-07-31

JONES-GORDON FOUNDATION, founded in 2020, is a community nonprofit in the Education sector that reported $5.5M in total revenue in fiscal year 2024. Expenses of $6.5M exceeded revenue, resulting in a 19% operating deficit.

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 Service Accomplishments

Program 1

Expenses: $4,844,215 Revenue: $5,150,564

INSTRUCTIONAL PROGRAM SERVICES - INSTRUCTIONAL PROGRAM SERVICES INCLUDE ALL ACTIVITIES DIRECTLY TIED TO THE EDUCATIONAL SERVICES PROVIDED BY THE SCHOOL.

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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 (2024)

Revenue Breakdown

Contributions & Grants $310,525

Program Service Revenue $5,150,564

Investment Income $3,261

Other Revenue $10,636

TOTAL REVENUE $5,474,986

Expense Breakdown

Grants Paid $233

Salaries & Benefits $4,044,318

Fundraising Expenses $0

Program Expenses $4,844,215

Other Expenses $2,481,614

TOTAL EXPENSES $6,526,165

Year-over-Year Comparison

	2024	2023	Change
Revenue	$5,474,986	$5,684,331	0.0%
Expenses	$6,526,165	$5,879,193	+0.1%
Net Income	$-1,051,179	$-194,862	+4.4%

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

$257,163

Total Directors

$273,659

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
DANA HERZBERG	PRESIDENT/DIRECTOR	040.00	Officer Director	$146,174	$0	$146,174
JESSICA WILHELMSEN	DIRECTOR	040.00	Director	$83,497	$0	$83,497
TRACIE HAWXHURST	SECRETARY	040.00	Officer	$67,001	$0	$67,001
SHARI SCHWARTZ	SECRETARY/DIRECTOR	040.00	Officer Director	$43,988	$0	$43,988
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
2025	$5,474,986	$6,526,165	$9,720,107	$-1,051,179
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