EDUCATIONAL RESOURCES INCORPORATED DBA THE MIAMI VALLEY SCHOOL Charity Report

Public IRS 990 nonprofit record

EDUCATIONAL RESOURCES INCORPORATED DBA THE MIAMI VALLEY SCHOOL

EIN 31-0591154 · Education (B)

What they do

WE CHALLENGE YOUNG PEOPLE of PROMISE to BECOME SELF-SUSTAINING LEARNERS and COMPASSIONATE GLOBAL CITIZENS. MIAMI VALLEY SCHOOL is COMMITTED to THE HIGHEST QUALITY EDUCATIONAL EXPERIENCE, COMBINED WITH PERSONAL ATTENTION and IN-DEPTH EXPERIENTIAL LEARNING OPPORTUNITIES.

Before you give

Should I give to this charity?

Easy charity check

Look at where the money went

Of every $100 spent, about $73.20 was reported for mission work. Use the spending picture below and ask what results that work produced.

Plain answer: A tax form cannot prove that a charity is doing good. It can show how the charity says it spent its money—and point out questions you should ask.

Basic facts we verified

IRS warning checkNo IRS revocation warning appears in this data.

Money report from 2024The charity has a recent tax report to read.

They explain their jobThe charity tells us what it is trying to do.

They name their leaders23 people are listed in the latest report.

You can reach themThey list contact information, so you can ask questions.

Money made simple

50.71%of revenue went to mission work73.2% of expenses · Program services

3.04%of revenue went to fundraising4.4% of expenses

$69.31spent for every $100 of revenueRevenue covered expenses this year.

15.56%of revenue went to management and office costs22.4% of expenses

$2.63in assets for every $1 spent this yearSome assets cannot be spent right away.

36.4%of its money came from giftsOther money may come from services or investments.

Ask these three easy questions

Who did you help? Ask for a recent story or report that shows real results.
What will my money do? Ask exactly what your gift will pay for.
Is this really the charity? Give only through its official website or confirmed phone number.

Pay context: The highest compensation shown in this filing is $346,260 for DAVID LONG (HEAD OF SCHOOL). Compare pay with organizations of similar size and complexity.

Bottom line: Do not decide from a name, mission statement, or tax status alone. Look at where the money went, then ask what changed, who was helped, and what your gift will do. YouCanGiveBack does not endorse or grade organizations.

Money

Financial picture

Tax year 2024

A plain-language look at the latest Form 990 figures available. These numbers help you ask better questions; they do not, by themselves, rate whether a charity is good or bad.

$100revenue

How each $100 of revenue was used

The large number compares each expense with revenue. The smaller number shows its share of total expenses.

Total reported revenue$16,277,499

Mission workProgram services$8,253,82550.71% of revenue73.2% of expenses

ManagementOffice and general costs$2,532,65215.56% of revenue22.4% of expenses

FundraisingAsking for donations$494,9923.04% of revenue4.4% of expenses

Revenue left after expensesReported annual surplus$4,996,03030.69% of revenueShown in gray on the chart

Total expenses$11,281,46969.31% of revenue

Gray means reported revenue left after expenses for this filing year. It does not necessarily mean cash sitting in a bank account.

Has the pattern changed?

Colored bars = expense mix: how each year’s expenses were divided. Total expenses vs. revenue shows whether the charity spent less or more than it received. The current filing is first.

YearExpense mixDetails

2024CurrentExpense mix: 73.2% mission · 22.4% management · 4.4% fundraisingTotal expenses: 69.31% of revenue

2023Expense mix: 77.9% mission · 17.5% management · 4.6% fundraisingTotal expenses: 97.78% of revenue

2022Expense mix: 80.1% mission · 16.0% management · 3.9% fundraisingTotal expenses: 104.64% of revenue

2021Expense mix: 80.6% mission · 15.7% management · 3.7% fundraisingTotal expenses: 104.35% of revenue

2020Expense mix: 77.1% mission · 18.8% management · 4.1% fundraisingTotal expenses: 87.24% of revenue

2019Expense mix: 75.3% mission · 19.0% management · 5.7% fundraisingTotal expenses: 105.41% of revenue

2018Expense mix: 74.0% mission · 21.4% management · 4.6% fundraisingTotal expenses: 111.82% of revenue

2017Expense mix: 81.3% mission · 14.8% management · 3.9% fundraisingTotal expenses: 94.96% of revenue

Money in and money out

Revenue$16,277,499

Expenses$11,281,469

Annual surplus $4,996,030 Revenue was higher than expenses for this filing year.

Reported spending amounts

Mission work means the Form 990 category called program services. These are reported accounting categories—not an independent measurement of results.

Mission work (program services)$8,253,825 · 73.2% of expenses

Management and office costs$2,532,652 · 22.4% of expenses

Fundraising$494,992 · 4.4% of expenses

See all reported dollar amounts

Revenue$16,277,499

Expenses$11,281,469

Assets$29,614,882

Income$16,346,064

Contributions$5,931,786

Mission work (program services)$8,253,825

Fundraising$494,992

Management and general$2,532,652

Stocks and bonds$11,139,147

Accounting fees$46,100

Investing fees$40,000

People

Leadership and board

Tax year 2024

Names, titles, time, and compensation below are reported by the organization on its Form 990.

People reported as paid

Person and titleCompensation

DAVID LONGHEAD OF SCHOOL · 40 hrs/week $346,260Base $250,213 · Other $96,047

ANN KNERR-SMITHCFO & COO · 40 hrs/week $164,739Base $147,954 · Other $16,785

MICHAEL BOYERDIRECTOR OF MIDDLE SCHOOL · 40 hrs/week $138,716Base $102,063 · Other $36,653

MICHELE GAUDETDIRECTOR OF LOWER SCHOOL · 40 hrs/week $129,240Base $108,340 · Other $20,900

DEBORAH SPIEGELASST HEAD OF SCHOOL · 40 hrs/week $127,695Base $108,920 · Other $18,775

Compensation alone does not tell whether pay is reasonable. Consider the charity’s size, work, location, and results.

See everyone listed on the board or leadership roster (23)

DAVID LONGHEAD OF SCHOOL

ANN KNERR-SMITHCFO & COO

MICHAEL BOYERDIRECTOR OF MIDDLE SCHOOL

MICHELE GAUDETDIRECTOR OF LOWER SCHOOL

DEBORAH SPIEGELASST HEAD OF SCHOOL

VIPAL PATELTRUSTEE

TERRENCE WRIGHTTRUSTEE

SHELLEY DICKSTEINTRUSTEE

SCOTT MACDONALDTRUSTEE - TREASURER

SANJEETH PAITRUSTEE

RADHA REDDY MDTRUSTEE - PRESIDENT

RACHEL WARDTRUSTEE

MICHAEL WRIGHTTRUSTEE

MATT HERDERTRUSTEE

MARK SHAKERTRUSTEE

LOLA SIGNOMTRUSTEE

LAUREN KATZ MADERATRUSTEE

KIMBERLY JARVISTRUSTEE - SECRETARY

KIM SPURGEONTRUSTEE

KERI BROWN KIRSCHMANTRUSTEE - VICE PRESIDENT

JOHN BOMMERTRUSTEE

JEFF SAMUELSONTRUSTEE

DAVID MONTGOMERYTRUSTEE

About this charity

Recognized since: January 1959
Location: 5151 DENISE DR, DAYTON, OH 45429-1909
County: Montgomery
In care of: LINDSEY BAHR
Primary officer: LINDSEY BAHR, CHIEF FINANCIAL & OPS OFFICER

How to reach them

WebsiteVisit the charity’s website Emailanne.dettmer@miamivalleyschool.org Phone(937) 434-4444

Filing and classification

Latest tax year: 2024
Tax period began: July 1, 2024
Return type: 990
Tax preparer: CLARK SCHAEFER HACKETT & CO
NTEE classification: Education (B)
IRS tax category: Education