WILLIAM HOLMES MCGUFFEY SCHOOL FOUNDATION

EIN: 311062301 501(c)(3)

OXFORD, OH

Total Revenue
$833,767
Total Expenses
$795,378
Total Assets
$713,342
Net Assets
$333,610
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Financial Vulnerability Assessment (Tuckman-Chang)

4 risk indicators measuring financial stability and operational resilience

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Financial Trends

Organization Details

Formation Year
1983
Legal Domicile
OH
Principal Officer
Nancy Hawthorne
Phone
5135237742
Tax Period
2024-07-01 to 2025-06-30

WILLIAM HOLMES MCGUFFEY SCHOOL FOUNDATION, founded in 1983, is a small nonprofit that reported $834K in total revenue in fiscal year 2024. Expenses of $795K left a modest 5% surplus.

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.

Program Service Accomplishments

Program 1
Expenses: $539,818 Revenue: $489,832

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

Program 2
Expenses: $0 Revenue: $0

N/A

Program 3
Expenses: $0 Revenue: $0

N/A

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Trantor Score

Financial Health Score (300–850) · Liquidity · Solvency · Sustainability · Efficiency

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Liquidity (40%) • Solvency (30%) • Sustainability (20%) • Efficiency (10%)

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Financial Overview (2024)

Revenue Breakdown

Contributions & Grants $343,935
Program Service Revenue $460,244
Investment Income $5,097
Other Revenue $24,491
TOTAL REVENUE $833,767

Expense Breakdown

Grants Paid $0
Salaries & Benefits $568,008
Fundraising Expenses $0
Program Expenses $539,818
Other Expenses $227,370
TOTAL EXPENSES $795,378

Year-over-Year Comparison

2024 2023 Change
Revenue $833,767 $811,988 +0.0%
Expenses $795,378 $758,773 +0.0%
Net Income $38,389 $53,215 -0.3%
Key Indicators
Grants to Organizations Grants to Individuals Lobbying Political Activity Foreign Activities Donor Advised Fund Schedule B Required
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Financial Health Indicators

Comprehensive financial analysis: Altman Z-Score, liquidity, solvency, sustainability, efficiency, and growth metrics

Financial Distress Indicator

Liquidity & Cash Position

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Governance

Voting Members
7
Independent Members
7
Employees
58
Volunteers
60

Governance Policies

Conflict of Interest Policy
Whistleblower Policy
Document Retention Policy

Special Practices & Reported Activities

Operated a School
Operated a Hospital
Provided First Class Travel
Reported Conflict of Interest
Reported Asset Diversion
Excess Benefit Transaction
Made Political Expenditures
Engaged in Lobbying
Operated Donor Advised Fund
Maintained Art Collections
Filed Form 720

Compensation of Officers, Directors & Key Employees

Total Officers
1
$96,582
Total Directors
8
$96,582
Key Employees
2
$103,782
Highest Compensated
1
reported
Name Title Hours/Week Role Reportable Comp Other Comp Total
Nancy Hawthorne Head of School 50
Officer Director Key Emp Highest
$96,582 $0 $96,582
Mike Desmier Business Manager 5
Key Emp
$7,200 $0 $7,200
Anne Collins Chair 2
Director
$0 $0 $0
Emily Legg Trustee 2
Director
$0 $0 $0
Don Kidd Treasurer 2
Director
$0 $0 $0
Kristen Sullivan Secretary 2
Director
$0 $0 $0
Lou Schultz Trustee 2
Director
$0 $0 $0
Megan Kenworthy Trustee 2
Director
$0 $0 $0
Nick Fankhauser Trustee 2
Director
$0 $0 $0
Note: Compensation data is self-reported by the organization on their Form 990. "Reportable Comp" includes salary, bonuses, and other reportable compensation from the organization and related organizations. "Other Comp" includes benefits, deferred compensation, and non-taxable benefits.

Historical Data

Year Revenue Expenses Assets Net Income
2025 $833,767 $795,378 $713,342 $38,389
2024 $811,988 $758,773 $732,122 $53,215
2023 $894,686 $926,724 $726,835 $-32,038
2022 $828,747 $803,405 $760,997 $25,342
2021 $816,687 $841,698 $845,633 $-25,011
2020 $635,697 $635,629 $721,459 $68
2019 $587,042 $577,700 $607,570 $9,342
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