Civic Intelligence

William Holmes Mcguffey School Foundation

EIN 31-1062301 • 501(c)3 • Oxford, OH

Profile

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.

5128 Westgate DriveOxford, OH 45056

mcguffeymontessorischool.com

Siviq Scores

Precomputed percentiles relative to similar nonprofits. These scores are descriptive rather than judgmental.

Liabilities / Assets

87th percentile

0.53x

Higher debt load relative to assets than 87% of similar nonprofits.

501(c)3 • $500k-$1M nonprofits • Source year 2025

Liabilities / Revenue

86th percentile

0.46x

Higher debt load relative to revenue than 86% of similar nonprofits.

501(c)3 • $500k-$1M nonprofits • Source year 2025

Net Margin

50th percentile

4.6%

Higher net margin than 50% of similar nonprofits.

501(c)3 • $500k-$1M nonprofits • Source year 2025

Top Officer Pay

Score unavailable

No value available

No filing with officer rows is available for this organization yet.

Asset Growth

38th percentile

-0.9%

Faster asset growth than 38% of similar nonprofits.

501(c)3 • $500k-$1M nonprofits • Annualized from 2023 to 2025

Revenue Growth

32nd percentile

-3.5%

Faster revenue growth than 32% of similar nonprofits.

501(c)3 • $500k-$1M nonprofits • Annualized from 2023 to 2025

Assets

Down

$713,342

Down $18,780 (-2.6%) from 2024

Liabilities

Down

$379,732

Down $57,169 (-13%) from 2024

Net Assets

Up

$333,610

Up $38,389 (+13%) from 2024

Revenue

Up

$833,767

Up $21,779 (+2.7%) from 2024

Expenses

Up

$795,378

Up $36,605 (+4.8%) from 2024

Net Income

Down

$38,389

Down $14,826 (-28%) from 2024

Trend Graphs

Balance Sheet Trend

Grouped bars show assets, liabilities, and net assets across loaded filings.

$1.0M$500K$0Assets 2010: $362,794Liabilities 2010: $193,175Net Assets 2010: $169,6192010Assets 2013: $504,196Liabilities 2013: $345,285Net Assets 2013: $158,9112013Assets 2014: $583,286Liabilities 2014: $356,324Net Assets 2014: $226,9622014Assets 2015: $604,974Liabilities 2015: $350,264Net Assets 2015: $254,7102015Assets 2016: $470,047Liabilities 2016: $206,441Net Assets 2016: $263,6062016Assets 2017: $520,483Liabilities 2017: $304,509Net Assets 2017: $215,9742017Assets 2018: $538,309Liabilities 2018: $301,991Net Assets 2018: $236,3182018Assets 2019: $607,570Liabilities 2019: $361,910Net Assets 2019: $245,6602019Assets 2020: $721,459Liabilities 2020: $471,691Net Assets 2020: $249,7682020Assets 2021: $845,633Liabilities 2021: $596,931Net Assets 2021: $248,7022021Assets 2022: $760,997Liabilities 2022: $486,953Net Assets 2022: $274,0442022Assets 2023: $726,835Liabilities 2023: $484,829Net Assets 2023: $242,0062023Assets 2024: $732,122Liabilities 2024: $436,901Net Assets 2024: $295,2212024Assets 2025: $713,342Liabilities 2025: $379,732Net Assets 2025: $333,6102025

Highlighted filing

2025

Assets$713,342
Liabilities$379,732
Net Assets$333,610

Operations Trend

Revenue, expenses, and net income by year, with the latest filing highlighted.

$1.0M$500K$0-$500KRevenue 2010: $485,830Expenses 2010: $494,794Net Income 2010: -$8,9642010Expenses 2013: $556,1502013Revenue 2014: $583,709Expenses 2014: $515,658Net Income 2014: $68,0512014Revenue 2015: $586,246Expenses 2015: $558,498Net Income 2015: $27,7482015Revenue 2016: $606,337Expenses 2016: $597,441Net Income 2016: $8,8962016Revenue 2017: $550,813Expenses 2017: $598,445Net Income 2017: -$47,6322017Revenue 2018: $521,403Expenses 2018: $501,059Net Income 2018: $20,3442018Revenue 2019: $587,042Expenses 2019: $577,700Net Income 2019: $9,3422019Revenue 2020: $635,697Expenses 2020: $635,629Net Income 2020: $682020Revenue 2021: $816,687Expenses 2021: $841,698Net Income 2021: -$25,0112021Revenue 2022: $828,747Expenses 2022: $803,405Net Income 2022: $25,3422022Revenue 2023: $894,686Expenses 2023: $926,724Net Income 2023: -$32,0382023Revenue 2024: $811,988Expenses 2024: $758,773Net Income 2024: $53,2152024Revenue 2025: $833,767Expenses 2025: $795,378Net Income 2025: $38,3892025

Highlighted filing

2025

Revenue$833,767
Expenses$795,378
Net Income$38,389

Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.$7.13$3.80$3.34$8.34$7.95$0.38
2024Detailed filing. Detailed filing data is available for this year.$7.32$4.37$2.95$8.12$7.59$0.53
2023Detailed filing. Detailed filing data is available for this year.$7.27$4.85$2.42$8.95$9.27$0.32
2022Detailed filing. Detailed filing data is available for this year.$7.61$4.87$2.74$8.29$8.03$0.25
2021Detailed filing. Detailed filing data is available for this year.$8.46$5.97$2.49$8.17$8.42$0.25
2020Detailed filing. Detailed filing data is available for this year.$7.21$4.72$2.50$6.36$6.36$0.00
2019Detailed filing. Detailed filing data is available for this year.$6.08$3.62$2.46$5.87$5.78$0.09
2018Detailed filing. Detailed filing data is available for this year.$5.38$3.02$2.36$5.21$5.01$0.20
2017Detailed filing. Detailed filing data is available for this year.$5.20$3.05$2.16$5.51$5.98$0.48
2016Detailed filing. Detailed filing data is available for this year.$4.70$2.06$2.64$6.06$5.97$0.09
2015Detailed filing. Detailed filing data is available for this year.$6.05$3.50$2.55$5.86$5.58$0.28
2014Detailed filing. Detailed filing data is available for this year.$5.83$3.56$2.27$5.84$5.16$0.68
2013Facts available. Structured filing facts are available, but richer extracted sections are limited.$5.04$3.45$1.59$5.56
2010Facts available. Structured filing facts are available, but richer extracted sections are limited.$3.63$1.93$1.70$4.86$4.95$0.09
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jul 1, 2024 to Jun 30, 2025
Signed
Nov 16, 2025
Return Version
2024v5.0
Gross Receipts
$833,767
Mission and Program Overview

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. 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

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 Eighth grade. 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.

Balance Sheet Detail
LineBeginningEndChange
Assets
Land, Buildings, and Equipment, Net$257,423$268,047▲ $10,624
Cash and Non-Interest-Bearing Accounts$303,100$257,312▼ $45,788
Savings and Temporary Cash Investments$129,759$134,316▲ $4,557
Accounts Receivable$41,840$53,667▲ $11,827
Other Notes and Loans Receivable, Net$0--
Pledges and Grants Receivable$0--
Receivable From Disqualified Prsn$0--
Receivables From Officers Etc$0--
Investments Other Securities$0--
Investments Program Related$0--
Investments in Publicly Traded Securities$0--
Intangible Assets$0--
Inventories for Sale or Use$0--
Loans From Officers Directors$0$0→ $0
Prepaid Expenses and Deferred Charges$0--
Total Assets$732,122$713,342▼ $18,780
Other Assets Total$0--
Liabilities
Other Liabilities$341,509$301,317▼ $40,192
Mortgage Notes Payable Secured by Investment Property$79,046$69,372▼ $9,674
Accounts Payable and Accrued Expenses$16,346$9,043▼ $7,303
Grants Payable$0$0→ $0
Unsecured Notes Loans Payable$0$0→ $0
Deferred Revenue$0$0→ $0
Escrow Account Liability$0$0→ $0
Tax Exempt Bond Liabilities$0$0→ $0
Total Liabilities$436,901$379,732▼ $57,169
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$295,221$333,610▲ $38,389
Net Assets With Donor Restrictions$0$0→ $0
Total Net Assets Fund Balance$295,221$333,610▲ $38,389
Total Liabilities and Net Assets / Fund Balance$732,122$713,342▼ $18,780

Asset Categories

AssetBook ValueDepreciationBasis
Leasehold Improvements$121,968$133,747$126,340
Buildings$65,203$206,567$0
Other Land Buildings$0$765$0
Land$25,325-$0
Equipment$55,551$82,298$0
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseTotal
Nancy HawthorneHead of SchoolFT$96,582$96,582
Mike DesmierBusiness ManagerPT$7,200$7,200

Board Members and Trustees

NameTitle
Anne CollinsChair
Emily LeggTrustee
Lou SchultzTrustee
Megan KenworthyTrustee
Nick FankhauserTrustee
Kristen SullivanSecretary
Don KiddTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$343,935
Program Service Revenue
$460,244
Investment Income
$5,097
Other Revenue
$24,491
All Other Contributions
$106,004
Change in Net Assets
$38,389
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Salaries, Compensation, and Employee Benefits$568,008
Other Expenses$227,370
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Salaries and Wages$365,485$30,180-$395,665
Current Officers, Directors, Trustees, and Key Employees-$98,009-$98,009
Occupancy$42,866$15,061-$57,927
Payroll Taxes$30,492$10,713-$41,205
Office Expenses-$31,652-$31,652
Pension Plan Contributions$20,075$7,054-$27,129
Depreciation Depletion-$15,362-$15,362
Insurance-$14,981-$14,981
Advertising-$11,785-$11,785
Interest-$7,563-$7,563
Fees for Services Accounting-$7,200-$7,200
Other Employee Benefits-$6,000-$6,000
Other Expenses$1,340$0$0$1,340
Total Functional Expenses$539,818$255,560$0$795,378
Fundraising, Events, and Gaming
Fundraising activities
No
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Professional Fundraising Fees$0
Political and Lobbying Activity
Political campaign activity
No
Lobbying activity
No
Subject to proxy tax
No
Insider Transactions and Loans

Loans and Receivables

Line ItemBeginningEndChange
Loans from Officers, Directors, Trustees, and Key Employees$0$0→ $0
Receivables from Disqualified Persons$0--
Receivables from Officers, Directors, Trustees, and Key Employees$0--
Debt and Bond Financing

Other Reported Liabilities

LiabilityAmount
2025-26 Enrollment Deposits$159,000
SBA EIDL Note Payable$135,386
Work Hour Deposits$5,060
Pre-school Snack Fund$1,628
Pre-school Library Fund$20
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
Yes
Backup withholding compliance
Yes
Business relationship with 35% controlled entity
No
Business relationship with family members
No
Business relationship with organization members
No
Material changes to governing documents
No
Compensation from other sources disclosed
No
CEO compensation reviewed
Yes
Other officer compensation reviewed
No
Conflict-of-interest policy
Yes
Audited financial statements prepared
No
Key decisions subject to board approval
No
Management duties delegated
No

Governance Explanations

Form 990, Part VI, Section B, Line 11B

A draft hard copy of Form 990 is offered to all trustees at a regularly held board meeting prior to filing with the IRS. This is recorded in the minutes of that board meeting.

Form 990, Part VI, Section B, Line 12C

Board members and key employees are required to review and sign Conflict of Interest Statements every year.

Form 990, Part VI, Section B, Line 15

Every two years the executive committee of the Board of Trustees reviews the performance of the Head of School and sets her/his annual salary. The Head of School position is the only position that is reviewed in this manner. The most recent year this process was completed was in 2024.

Form 990, Part VI, Section C, Line 19

The school maintains copies of these documents at 5128 Westgate Drive, Oxford, Ohio 45056, in the custody of the Head of School. Requests to view these documents must be made to the Head of School during regular business hours.

Filing and Contact Details

Filer

Filer Name
William Holmes Mcguffey School Foundation
EIN
31-1062301
Phone
5135237742
Address
5128 WESTGATE DRIVE, OXFORD, OH 45056
Doing Business As
Mcguffey Montessori School

Signing Officer

Name
Mike Desmier
Title
Business Manager
Phone
5135237742
Signed
2025-11-16

Organization Details

Principal Officer
Nancy Hawthorne
Formed
1983
Legal Domicile
Oh
Voting Board Members
7
Independent Board Members
7
Employees
58
Volunteers
60
Raw XML AppendixShowing 400 of 499 raw XML fields

This appendix keeps the raw XML leaves available for debugging and edge-case review. The human report above is the primary experience.

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IRS990/MissionDesc0The 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.
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