Jones-gordon Foundation
Nonprofit profile at a glance
- EIN
- 853816616
- IRS 990 coverage
- 2022–2024
- Forms available
- Form 990 2024, Form 990-N 2021
- Location
- Paradise Valley, AZ, USA
- Phone
- 4805635588
- Rating
- 79
- Verdict
- SUPPORTED
- Rating confidence
- Moderate
- Sector
- Elementary, Secondary Education, K - 12
Reported finances
- Revenue
- $5,474,986
- Expenses
- $6,526,165
- Assets
- $9,720,107
- Liabilities
- $8,507,548
Source: IRS Form 990. Selected filing: tax year 2024. Amounts in USD.
Leadership & pay
6 people listed
Executive titles in this filing
- DANA HERZBERG (PRESIDENT/DIRECTOR)
Highest reported compensation
- DANA HERZBERG (PRESIDENT/DIRECTOR): $146,174 total reported compensation
- JESSICA WILHELMSEN (DIRECTOR): $83,497 total reported compensation
- TRACIE HAWXHURST (SECRETARY): $67,001 total reported compensation
Source: IRS Form 990. Selected filing: tax year 2024. Names and roles reflect this filing, not necessarily current officeholders.
Overview
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.
What it reported doing in 2024
Instructional program services - instructional program services include all activities directly tied to the educational services provided by the school.
Operating model
- Revenue model
- Earned-program. 94% of the money available for current operations came from fees and other program revenue.
- Distribution model
- Direct operator. The filing allocates 100% of reported program-service expenses outside its grant, affiliate-payment, and member-benefit lines. This expense classification does not rule out separately announced grant awards.
The verdict
SUPPORTED - A large share of available resources goes toward mission work and the filed numbers largely add up. Some filing-based governance responses are negative or unanswered and expenses are high relative to revenue.
Rating breakdown
- Financial Efficiency: 74
- Transparency & Controls: 92
- Accountability: 82
- Sustainability: 25
- Growth: 80
Detailed rating inputs
Financial Efficiency
- Mission deployment rate: 88.4%; rating input score 88
- Program expense ratio: 74.2%; rating input score 74
- Fundraising efficiency: Limited
Transparency & Controls
- Consistency checks: 100%; rating input score 100; 63rd percentile among comparable filings
- Pay-setting controls: Limited
- Foreign activity oversight: Limited
- Grant itemization coverage: Limited
- Major donor itemization: Yes; rating input score 100
- Related-party transparency: Limited
Accountability
- Independent voting board: 100%; rating input score 100; 63rd percentile among comparable filings
- Governance controls: 5 of 9 controls in place; rating input score 56
- Conflict-of-interest policy: Pass
- Whistleblower policy: Pass
- Document-retention policy: Pass
- CEO compensation review process: Fail
- Other executive compensation review process: Fail
- Form 990 shared with the board: Pass
- Board meeting minutes documented: Pass
- Audit committee oversight: Missing
- Independent financial-statement audit: Fail
Sustainability
- Operating margin: -19.2%; rating input score 7; 7th percentile among comparable filings
- Total-asset coverage ratio: 1.49; rating input score 51; 51st percentile among comparable filings
- Liabilities to assets ratio: 0.88; rating input score 8; 8th percentile among comparable filings
- Officer compensation ratio: 5.2%; rating input score 52; 52nd percentile among comparable filings
Growth
- Program expense growth: 35.8% per year; rating input score 100; 94th percentile among comparable filings
- Revenue growth: 29.6% per year; rating input score 100; 94th percentile among comparable filings
- Asset growth: -6.5% per year; rating input score 0; 3rd percentile among comparable filings
Details
- Where the money goes: 88.4% of revenue deployed · 74.2% of spending went to programs
- Governance: 6 of 6 board members independent · 5 of 9 filing controls reported
- Programs: 1 filed program accomplishment · $4.8M in reported program spending
- Leadership: top reported pay $146K · 6 people listed
- Highest-paid contractors: 1 contractor listed · $435K reported
- Consistency: 33 of 33 current checks pass
- Schedules: 7 filed schedules · includes major donors
- Filing history: 3 filing years from 2022 to 2024
- Contacts: How to reach this organization
- Money network: 5 filed money-flow records
- Grant readiness: Federal tax and exclusion status, award history, and grant-maker relationships.
- People: Everyone the filings name, and which of them the filings identify by more than a name.
- Staff and benefit plans: Retirement and health plans the organization files with the Department of Labor, and the people in them.
Key Signals
Signals prioritize questions for review. They are not findings of misconduct.
- Review — Accountability: Governance controls: 3 of 8 not reported.
- High — Sustainability: Operating margin scored 7/100.
- High — Growth: Asset growth scored 0/100.
- Review — Sustainability: Total-asset coverage ratio scored 51/100.
- High — Sustainability: Liabilities to assets ratio scored 8/100.
- Review — Sustainability: Officer compensation ratio scored 52/100.