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Nonprofit · EIN 85-3816616

JONES-GORDON FOUNDATION

Tax-exempt · PARADISE VLY, AZ 85253

Financials

$2.7M$3.1M2022$5.7M$5.9M2023$5.5M$6.5M2024
Revenue Expenses · by fiscal year end
Financials of JONES-GORDON FOUNDATION by year, from its e-filed returns
Year endedFormRevenueExpensesNet incomeTotal assetsLiabilitiesNet assets
July 31, 2025990$5,474,986$6,526,165-$1,051,179$9,720,107$8,507,548$1,212,559
July 31, 2024990$5,684,331$5,879,193-$194,862$10,726,922$8,462,887$2,264,035
July 31, 2023990$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.

NameTitleHours / weekCompensation
DANA HERZBERGPRESIDENT/DIRECTOR
Trustee or director, Officer
40$146,174
JESSICA WILHELMSENDIRECTOR
Trustee or director
40$83,497
TRACIE HAWXHURSTSECRETARY
Officer
40$67,001
SHARI SCHWARTZSECRETARY/DIRECTOR
Trustee or director, Officer
40$43,988
STEPHEN SCHWANZCO-CHAIRMAN OF BOARD
Trustee or director, Officer
1$0
ANITA THEISENTREASURER/CO-CHAIRMAN OF BOARD
Officer
1$0
990 for the year ended July 31, 2024: 6 people
NameTitleHours / weekCompensation
DANA HERZBERGPRESIDENT/DIRECTOR
Trustee or director, Officer
40$116,538
JESSICA WILHELMSENDIRECTOR
Trustee or director
40$75,852
SHARI SCHWARTZSECRETARY/DIRECTOR
Trustee or director, Officer
40$66,313
TRACIE HAWXHURSTSECRETARY
Officer
40$64,487
STEPHEN SCHWANZCO-CHAIRMAN OF BOARD
Trustee or director, Officer
1$0
ANITA THEISENTREASURER/CO-CHAIRMAN OF BOARD
Officer
1$0
990 for the year ended July 31, 2023: 5 people
NameTitleHours / weekCompensation
DANA HERZBERGPRESIDENT/DIRECTOR
Trustee or director, Officer
40$0
JESSICA WILHELMSENDIRECTOR
Trustee or director
40$0
SHARI SCHWARTZSECRETARY/DIRECTOR
Trustee or director, Officer
40$0
STEPHEN SCHWANZCO-CHAIRMAN OF BOARD
Trustee or director, Officer
1$0
ANITA THEISENTREASURER/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
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.

990 for the year ended July 31, 2025

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 yearYear endedDueIRS public records
2025July 31, 2026December 15, 2026Not due yet
2024July 31, 2025December 15, 2025990 on file
2023July 31, 2024December 16, 2024990 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

FormYear endedRevenueExpensesAssetsReturn
990July 2025$5,474,986$6,526,165$9,720,107XML
990July 2024$5,684,331$5,879,193$10,726,922XML
990July 2023$2,735,352$3,130,311$11,097,548XML
990December 2022$5,271,510$2,354,923$9,479,136IRS
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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