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Nonprofit · EIN 31-1062301

WILLIAM HOLMES MCGUFFEY SCHOOL FOUNDATION

Tax-exempt · OXFORD, OH 45056

Financials

$812K$759K2023$834K$795K2024
Revenue Expenses · by fiscal year end
Financials of WILLIAM HOLMES MCGUFFEY SCHOOL FOUNDATION by year, from its e-filed returns
Year endedFormRevenueExpensesNet incomeTotal assetsLiabilitiesNet assets
June 30, 2025990$833,767$795,378$38,389$713,342$379,732$333,610
June 30, 2024990$811,988$758,773$53,215$732,122$436,901$295,221
Financial details: 990 for the year ended June 30, 2025

Revenue

Contributions, gifts and grants
$343,935
of which government grants
$233,259
Program service revenue
$460,244
Investment income
$5,097
Other revenue
$24,491

Expenses

Grants and similar amounts paid
$0
Compensation of officers, directors and key employees
$98,009
Other salaries and wages
$395,665
Salaries, compensation and benefits (total)
$568,008
Professional fundraising fees
$0
Accounting fees
$7,200
Occupancy
$57,927
Depreciation
$15,362
Program services (functional)
$539,818
Management and general (functional)
$255,560

Balance sheet and other

Total assets, start of year
$732,122
Total assets, end of year
$713,342
Total liabilities, end of year
$379,732
Net assets, end of year
$333,610
Land, buildings and equipment
$268,047
Net assets without donor restrictions
$333,610
Gross receipts
$833,767
Employees
58
Volunteers
60
Year formed
1983
State of legal domicile
OH

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 June 30, 2025, highest compensation first.

NameTitleHours / weekCompensation
Nancy HawthorneHead of School
Trustee or director, Officer, Key employee, Highest-paid employee
50$96,582
Mike DesmierBusiness Manager
Key employee
5$7,200
Anne CollinsChair
Trustee or director
2$0
Emily LeggTrustee
Trustee or director
2$0
Don KiddTreasurer
Trustee or director
2$0
Kristen SullivanSecretary
Trustee or director
2$0
Lou SchultzTrustee
Trustee or director
2$0
Megan KenworthyTrustee
Trustee or director
2$0
Nick FankhauserTrustee
Trustee or director
2$0
990 for the year ended June 30, 2024: 10 people
NameTitleHours / weekCompensation
Nancy HawthorneHead of School
Officer, Key employee, Highest-paid employee
50$93,768
Mike DesmierBusiness Manager
Key employee
5$7,200
Anne CollinsChair
Trustee or director
2$0
Emily LeggTrustee
Trustee or director
2$0
Neal SullivanTreasurer
Trustee or director
2$0
Kristen SullivanSecretary
Trustee or director
2$0
Lou SchultzTrustee
Trustee or director
2$0
Crissy GrenierTrustee
Trustee or director
2$0
Nick FankhauserTrustee
Trustee or director
2$0
Scott SanderTrustee
Trustee or director
2$0

Address and contacts

Address (IRS master file)
5128 WESTGATE DR, OXFORD, OH 45056-1015
Principal officer (990 for 2024)
Nancy Hawthorne, 5128 Westgate Drive, Oxford, OH 45056
Signed the 990
Mike Desmier, Business Manager
Phone
(513) 523-7742

Mission

The mission of McGuffey Montessori School is to educate a diverse community, emphasizing well-rounded academics in a welcoming and sustainable environment while engaging each learner: to take risks and accept challenges, to embrace the joy of learning, exploring, and growing, to realize his or her creative and intellectual potential. Our values spring from our philosophical base for creating an intentional community of learners. Our beliefs illustrate our pedagogical approaches to teaching and learning. Kindness, integrity, and true effort: ethical and intellectual courage, respect for each other and ourselves, an openness to that which is different and new, a sense of awe and responsibility, challenge that excites learning, motivating and educating one's self, persistence, the uniquely and delightfully human abilities to empathize and synthesize.

990 for the year ended June 30, 2025

Program accomplishments

  • The Pre-School, and regular program continued to do well. Revenue and expenses are included in total program revenue and expense.
    Expenses $539,818 · revenue $489,832
  • N/A0
  • N/A0

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 June, so each return is due on the 15th day of the 5th month after that.

Tax yearYear endedDueIRS public records
2025June 30, 2026November 16, 2026Not due yet
2024June 30, 2025November 17, 2025990 on file
2023June 30, 2024November 15, 2024990 on file

IRS record

EIN
31-1062301
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
1983
Accounting year ends
June
Files
Form 990 or 990-EZ
Assets (IRS master file)
$713,342
Income (IRS master file)
$833,767

Filing history

FormYear endedRevenueExpensesAssetsReturn
990June 2025$833,767$795,378$713,342XML
990June 2024$811,988$758,773$732,122XML
990June 2023$894,686$926,724$726,835IRS
990June 2022–––IRS
990June 2021–––IRS
990June 2020–––IRS
990June 2019–––IRS
990June 2018–––IRS

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 31-1062301).

Questions about WILLIAM HOLMES MCGUFFEY SCHOOL FOUNDATION

What is the EIN of WILLIAM HOLMES MCGUFFEY SCHOOL FOUNDATION?
The employer identification number (EIN) of WILLIAM HOLMES MCGUFFEY SCHOOL FOUNDATION is 31-1062301.
Is WILLIAM HOLMES MCGUFFEY SCHOOL FOUNDATION tax-exempt?
Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 1983.
Are donations to WILLIAM HOLMES MCGUFFEY SCHOOL FOUNDATION tax-deductible?
Yes. It is listed in IRS Publication 78 (Public charity, 50% deduction limit).
Which annual return does WILLIAM HOLMES MCGUFFEY SCHOOL 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 WILLIAM HOLMES MCGUFFEY SCHOOL FOUNDATION due?
The return for tax year 2025 (the year ending June 30, 2026) is due November 16, 2026. Form 8868 extends it by six months; the 990-N cannot be extended.
When did WILLIAM HOLMES MCGUFFEY SCHOOL FOUNDATION last file with the IRS?
The latest return in the IRS public files is the 990 for the year ended June 2025.
Who is the principal officer of WILLIAM HOLMES MCGUFFEY SCHOOL FOUNDATION?
The 990 for the year ended June 30, 2025 names Nancy Hawthorne.
Who are the officers and directors of WILLIAM HOLMES MCGUFFEY SCHOOL FOUNDATION?
The 990 for the year ended June 30, 2025 lists 9 people; 2 received compensation from the organization, the highest $96,582 (Nancy Hawthorne, Head of School).
How much revenue does WILLIAM HOLMES MCGUFFEY SCHOOL FOUNDATION have?
On its 990 for the year ended June 30, 2025 it reported revenue of $833,767, expenses of $795,378 and total assets of $713,342 at year end.

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