William Holmes McGuffey School Foundation

Tax-deductible

Oxford, OH501(c)(3)EIN 31-1062301Revenue $834K in FY2025

On file with the IRSmcguffeymontessorischool.com5128 Westgate Dr, 45056-1015 · Oxford, OHTax-exempt since Jul 1983School — 170(b)(1)(A)(ii)

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The McGuffey Montessori School is located in Oxford, Ohio. When the Miami University Lab School closed in 1983, a handful of staff and parents founded McGuffey Foundation School. Now the McGuffey Montessori School, it is a privately run school, educating students in preschool through High School. Innovative Academic Programs, a low student-to-teacher ratio, hands-on exploration and discovery, extensive field trips, and creative contributions from the larger community make the McGuffey learning experience unique, compelling, effective-and fun. At McGuffey Montessori School, you will see solid basic education with a twist: kindergartners doing complex science experiments and interactive science experiments and real-life industrial arts, individual instruction complemented by mixed-grade study partners, and workshops with visiting and resident artists. In class after class, you will find secure academic structure with supported spontaneity.

501(c)(3) charity; gifts are tax-deductible.
68¢ of each $1 spent went to programs.
Run by 60 volunteers and 30 employees.
Mission: Form 990 Part I, line 1 · Status: IRS Pub. 78 · Programs: Part IX · People: Part I, lines 5–6

Before you give

FY2025 · Form 990Independent: from IRS data, not the org
Download 990
IRS status
501(c)(3)
not on the IRS revocation list
Looks good: listed by the IRS and not on the revocation list.
IRS BMF · Auto-Revocation List
Tax-deductible gifts
Yes
Donations are tax-deductible
Looks good: the IRS lists gifts to it as deductible.
IRS Pub. 78 · IRS BMF
Latest return
FY2025
latest Form 990
Looks good: the latest return is for FY2025, 1 tax year back; within 2 tax years.
IRS e-file · Filing history
Surplus or deficit
3 of 5
filings with a surplus
Average surplus $12K a year · 1% of revenue · last 5 filings
Worth a look: a surplus in 3 of the last 5 filings.
Pt I · Ln 19 · 5 filings
Spent on programs
68%
of spending
Fine: 68% of spending went to programs; 65% to 75%.
Pt IX · Ln 25 · col B
Pay to officers and key staff
$104K
to officers and key staff · 13% of spending
Looks good: pay to officers and key staff is 13% of spending; 15% or less.
Pt VII · Sec A
Cash reserves
6 mo
of spending, in cash
Looks good: 5.9 months of spending in cash; 3 or more.
Pt X · Ln 1–2 · Pt I · Ln 18
Named funders
2
named funders · $2K
Fine: 2 funders name it on their filings; under 3.
Funders’ Sch. I, 990-PF
Liabilities
$380K
53% of total assets
Fine: liabilities are 53% of assets; 50% to 65%.
Pt X · Ln 26
Independent board members
7
of 7 voting members
Looks good: 7 of 7 voting members are independent, a majority.
Pt VI · Ln 1a–1b
Looks goodFineWorth a lookConcernNo data yetTap a box for the reason.
Revenue
$834K
+3% vs prior year
Spent
$795K
To programs
68%
Net assets
$334K
By yearFY2021–FY2025
Revenue
$834K
FY2025▲ +3%
Tap a bar for its year
Revenue by fiscal year
FY2021$817K
FY2022$829K
FY2023$895K
FY2024$812K
FY2025$834K
Expenses
$795K
FY2025▲ +5%
Tap a bar for its year
Expenses by fiscal year
FY2021$842K
FY2022$803K
FY2023$927K
FY2024$759K
FY2025$795K
Net assets
$334K
FY2025▲ +13%
Tap a bar for its year
Net assets by fiscal year
FY2021$249K
FY2022$274K
FY2023$242K
FY2024$295K
FY2025$334K

From the FY2025 Form 990 (year ending June 2025) · see the original

Give Claim

Is it real?

Yes. Never revoked by the IRS. Latest filing on record: FY2025. IRS ruling in Jul 1983.

IRS Pub. 78 · IRS Auto-Revocation List · IRS Business Master File

Where the money goes

68 cents of each dollar spent went to programs.

Program services 68% · $540K Management & general 32% · $256K

Form 990 Part IX, line 25, columns B–D. Every line is in By the numbers.

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Who runs it and what they're paid

9 people listed on the 990; $104K paid to officers and key staff.

Part VII, Section A · reportable compensation · most recent filed roster (FY2024); the FY2025 filing did not itemize Part VII
Head of School
$96,582Pt VII · Sec A
Business Manager
$7,200Pt VII · Sec A
$0Pt VII · Sec A
Trustee
$0Pt VII · Sec A
Treasurer
$0Pt VII · Sec A
$0Pt VII · Sec A
$0Pt VII · Sec A
$0Pt VII · Sec A

Compensation history total reportable pay by year · 2 named individuals · Part VII

NameFY2025FY2024FY2023FY2022FY2021
Nancy Hawthorne$96,582$93,768$91,038$94,601$95,260
Mike Desmier$7,200$7,200$7,047$6,900$2,703

Total reportable compensation (Form 990 Part VII column D / Schedule J column E) by filing year, matched by name within this organization. The Schedule J base / bonus / deferred breakdown is not parsed into this dataset.

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Questions the 990 asks

The form asks each of these directly. These are the filed answers.

  • Family or business ties among officersPt VI · Ln 2No
  • Top official's pay set by an independent reviewPt VI · Ln 15aYes

Programs and updates

Educates preschool through high school students with hands-on, innovative programs and community involvement.

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Provided by the organization

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1 program · $540K · in their own filed words · FY2024
01

The Pre-School, and regular program continued to do well. Revenue and expenses are included in total program revenue and expense.

$540Kprogram expense

Funders

Who pays for it.

From grant filings on record. Receipts are incomplete: individual donors are never listed.

Grants

Schedule I · funders on record
Grants received · FY2023
Total grants receivedfrom 2 funders$2K

By the numbers

The FY2025 990, line by line.

1The main four
Money inPt VIII
$834K
Ln 12
Fees for servicesLn 2g$460K
Gifts and grantsLn 1h$344K
Other incomeLn 4–11$24K
Money outPt IX
$795K
Ln 25
Programscol B$540K
Managementcol C$256K
Owns and owesPt X
$334K
net assets · Ln 32
Cash and savingsLn 1–2$392K
Total assetsLn 16$713K
LiabilitiesLn 26$380K
PeoplePt VI, VII
9
listed · VII A
PaidVII A2
Voting boardVI 1a7
IndependentVI 1b7
2In more detail
Revenue in detailPt VIII
Gifts and grantsLn 1h$344K
Government grantsLn 1e$233K
Noncash giftsLn 1g$0
Fundraising eventsLn 1c$5K
Fees for servicesLn 2g$460K
Investment incomeLn 3$5K
Other incomeLn 4–11$24K
Total revenueLn 12$834K
Assets in detailPt X, end of year
CashLn 1$257K
SavingsLn 2$134K
Cash and savings togetherLn 1–2$392K
Land, buildings, equipmentLn 10c$268K
Total assetsLn 16$713K
LiabilitiesLn 26$380K
Net assetsLn 32$334K
OperationsPt I, VI
EmployeesI 530
VolunteersI 660
Fiscal year endsHeaderJune
Conflict-of-interest policyVI 12aYes
Whistleblower policyVI 13Yes
Records policyVI 14Yes
3Year over year
Balance sheet, start vs end of yearPt X · col A, B
LineStart FY25End FY25
Cash and savingsLn 1–2$433K$392K
Land, buildings, equipmentLn 10c$257K$268K
Total assetsLn 16$732K$713K
LiabilitiesLn 26$437K$380K
Net assetsLn 32$295K$334K
4Every line
Statement of functional expensesPt IX · every line
LineTotalProgramsManagementFundraising
Pay of current officers, directors and key staffLn 5$98K$98K
Other salaries and wagesLn 7$396K$365K$30K
Pension plan contributionsLn 8$27K$20K$7K
Other employee benefitsLn 9$6K$6K
Payroll taxesLn 10$41K$30K$11K
Accounting feesLn 11c$7K$7K
Advertising and promotionLn 12$12K$12K
Office expensesLn 13$32K$32K
OccupancyLn 16$58K$43K$15K
InterestLn 20$8K$8K
Depreciation, depletion and amortizationLn 22$15K$15K
InsuranceLn 23$15K$15K
Other expenses (24a–d)Ln 24$81K$81K$0$0
All other expensesLn 24e$0
Total functional expensesLn 25$795K$540K$256K$0

Filing history

YearMoney inMoney outIn minus outNet assetsDownload
FY2025 Latest Viewing $834K$795K$38K$334K 990 PDF
FY2024 $812K$759K$53K$295K 990 PDF
FY2023 $895K$927K−$32K$242K 990 PDF
FY2022 $829K$803K$25K$274K 990 PDF
FY2021 $817K$842K−$25K$249K 990 PDF

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Schedules filed Part IV

III · Programs I · Grants R · Related orgs G · Fundraising L · Interested persons A · Public support F · Foreign M · Noncash
See the full FY2025 990 (6 parts)
Part I · Summary $833,767 revenue, 12 lines filed
I-8 Contributions and grantsPrior year $300,048$343,935
I-9 Program service revenuePrior year $474,648$460,244
I-10 Investment incomePrior year $5,291$5,097
I-11 Other revenuePrior year $32,001$24,491
I-12 Total revenuePrior year $811,988$833,767
I-13 Grants and similar amounts paidPrior year $0$0
I-14 Benefits paid to membersPrior year $0$0
I-15 Salaries and benefitsPrior year $561,998$568,008
I-16a Professional fundraising feesPrior year $0$0
I-17 Other expensesPrior year $196,775$227,370
I-18 Total expensesPrior year $758,773$795,378
I-19 Revenue less expensesPrior year $53,215$38,389
Part VI · Governance 7 of 7 board members independent, no flags
VI-1a Voting members of the governing body7
VI-1b Independent voting members7
VI-2 Family or business relationship among officers or directorsNo
VI-12a Written conflict of interest policyYes
VI-13 Written whistleblower policyYes
VI-14 Document retention and destruction policyYes
VI-15a Process for setting top official's payYes
Part VIII · Statement of revenue $833,767 across 13 lines filed
Lines not itemized here account for $4,242 of total revenue; see the IRS return.
VIII-1a Federated campaigns$0
VIII-1b Membership dues$0
VIII-1c Fundraising events$4,672
VIII-1d Related organizations$0
VIII-1e Government grants$233,259
VIII-1f All other contributions, gifts and grants$106,004
VIII-1g Noncash contributions (included above)$0
VIII-1h Total contributions, gifts and grants$343,935
VIII-2a-f Program service revenue, itemized rows (sum of 2a–2f as filed)Related to mission $460,244 · Unrelated business $0 · Excluded from tax $0$460,244
VIII-3 Investment incomeRelated to mission $5,097 · Unrelated business $0 · Excluded from tax $0$5,097
VIII-5 RoyaltiesRelated to mission $0 · Unrelated business $0 · Excluded from tax $0$0
VIII-11a-d Other revenue, itemized rows (sum of 11a–11d as filed)Related to mission $20,249 · Unrelated business $0 · Excluded from tax $0$20,249
VIII-12 Total revenueRelated to mission $489,832 · Unrelated business $0 · Excluded from tax $0$833,767
Part IX · Statement of functional expenses $795,378 across 14 lines filed
IX-5 Pay of current officers, directors and key staffManagement $98,009$98,009
IX-7 Other salaries and wagesPrograms $365,485 · Management $30,180$395,665
IX-8 Pension plan contributionsPrograms $20,075 · Management $7,054$27,129
IX-9 Other employee benefitsManagement $6,000$6,000
IX-10 Payroll taxesPrograms $30,492 · Management $10,713$41,205
IX-11c Accounting feesManagement $7,200$7,200
IX-12 Advertising and promotionManagement $11,785$11,785
IX-13 Office expensesManagement $31,652$31,652
IX-16 OccupancyPrograms $42,866 · Management $15,061$57,927
IX-20 InterestManagement $7,563$7,563
IX-22 Depreciation, depletion and amortizationManagement $15,362$15,362
IX-23 InsuranceManagement $14,981$14,981
IX-24 Other expenses (24a–d)Programs $80,900 · Management $0 · Fundraising $0$80,900
IX-24e All other expenses$0
IX-25 Total functional expensesPrograms $539,818 · Management $255,560 · Fundraising $0$795,378
Part X · Balance sheet $713,342 assets, 16 lines filed
X-1 Cash, non-interest-bearingStart of year $303,100$257,312
X-2 Savings and temporary cash investmentsStart of year $129,759$134,316
X-4 Accounts receivableStart of year $41,840$53,667
X-10c Land, buildings and equipment, netStart of year $257,423$268,047
X-16 Total assetsStart of year $732,122$713,342
X-17 Accounts payable and accrued expensesStart of year $16,346$9,043
X-18 Grants payableStart of year $0$0
X-19 Deferred revenueStart of year $0$0
X-20 Tax-exempt bond liabilitiesStart of year $0$0
X-24 Unsecured notes and loans payableStart of year $0$0
X-25 Other liabilitiesStart of year $341,509$301,317
X-26 Total liabilitiesStart of year $436,901$379,732
X-27 Net assets without donor restrictionsStart of year $295,221$333,610
X-28 Net assets with donor restrictionsStart of year $0$0
X-32 Total net assets or fund balancesStart of year $295,221$333,610
X-33 Total liabilities and net assetsStart of year $732,122$713,342
Part XI · Reconciliation of net assets $333,610 net assets at year end
XI-1 Total revenue$833,767
XI-2 Total expenses$795,378
XI-3 Revenue less expenses$38,389
XI-4 Net assets at start of year$295,221
XI-5 Net unrealized gains (losses) on investments$0
XI-6 Donated services and use of facilities$0
XI-7 Investment expenses$0
XI-8 Prior period adjustments$0
XI-9 Other changes in net assets$0
XI-10 Net assets at end of year$333,610

Form 990 e-file (XML) FY2025 from the IRS · Classification, formation year and address from the IRS Business Master File

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