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← BRIARWOOD SCHOOL

Form 990 for tax year 2024

Filed by BRIARWOOD SCHOOL.

What the amendment changed

Compared with the return it replaced , filed 11 July 2026. matched by us Only the return's totals, a 990-PF's accounting method and the names listed in Part VII (Part VIII on a 990-PF) are compared. We relate returns by organization, tax year and form, and order them by each return's own timestamp; the filer's own "amended return" checkbox is a separate fact.

Total revenue
$12,544,492 changed to $12,187,598
Total expenses
$13,514,914 changed to $12,628,100
Contributions and grants received
$1,861,685 changed to $1,656,591
Grants paid
$215,020 changed to $115,020
Program service revenue
$9,888,040 changed to $9,736,240
Total assets, end of year
$31,366,391 changed to $31,896,311
Net assets or fund balances, end of year
$30,571,911 changed to $31,101,831
Program services expenses
$10,968,641 changed to $10,231,157
Management and general expenses
$2,278,159 changed to $2,142,329
Fundraising expenses
$268,114 changed to $254,614
Program service expenses (Part III)
$10,968,641 changed to $10,231,157

Totals

Total revenue
$12,187,598
Total expenses
$12,628,100
Contributions and grants received
$1,656,591
Grants paid
$115,020
Program service revenue
$9,736,240
Investment income
$787,505
Other revenue
$7,262
Total assets, end of year
$31,896,311
Total liabilities, end of year
$794,480
Net assets or fund balances, end of year
$31,101,831
Program services expenses (Part IX)
$10,231,157
Management and general expenses
$2,142,329
Fundraising expenses
$254,614
Program service expenses (Part III)
$10,231,157

Program services were 81.0% of total expenses calculated — Part IX's program-services column over total expenses, both as filed.

Line items

Every line the filer filed in Parts VIII, IX and X, as filed and in filed order. Blank columns are left out, and the lines are not forced to add up to the totals above.

Revenue

Part VIII, the statement of revenue.

  • 1c · Fundraising events

    $274,738

  • 1f · All other contributions, gifts and grants

    $1,381,853

  • 2a · Program service revenue: TUITION

    total $9,736,240 · related or exempt $9,736,240

  • 3 · Investment income

    total $509,166 · excluded $509,166

  • 7a · Gross sales of assets other than inventory

    securities $858,205

  • 7b · Less cost or other basis and sales expenses

    securities $579,866

  • 7c · Gain or loss

    securities $278,339

  • 7d · Net gain or loss

    total $278,339 · excluded $278,339

  • 8a · Fundraising events: gross income

    $102,262

  • 8a · Fundraising events: contributions included on line 1c

    $274,738

  • 8b · Fundraising events: direct expenses

    $95,000

  • 8c · Net income from fundraising events

    total $7,262 · excluded $7,262

Functional expenses

Part IX, the statement of functional expenses.

  • 2 · Grants to domestic individuals

    total $115,020 · program services $115,020

  • 5 · Compensation of officers, directors and key employees

    total $219,069 · program services $176,758 · management and general $38,081 · fundraising $4,230

  • 7 · Other salaries and wages

    total $7,851,470 · program services $6,335,027 · management and general $1,364,823 · fundraising $151,620

  • 8 · Pension plan contributions

    total $176,766 · program services $141,413 · management and general $31,818 · fundraising $3,535

  • 9 · Other employee benefits

    total $872,125 · program services $697,700 · management and general $156,982 · fundraising $17,443

  • 10 · Payroll taxes

    total $580,809 · program services $464,647 · management and general $104,546 · fundraising $11,616

  • 11c · Fees: accounting

    total $57,092 · program services $45,662 · management and general $10,287 · fundraising $1,143

  • 11f · Fees: investment management

    total $6,575 · management and general $6,575

  • 11g · Fees: other

    total $139,438 · program services $111,520 · management and general $25,124 · fundraising $2,794

  • 13 · Office expenses

    total $462,708 · program services $457,687 · management and general $4,519 · fundraising $502

  • 14 · Information technology

    total $208,699 · program services $173,785 · management and general $32,588 · fundraising $2,326

  • 16 · Occupancy

    total $878,163 · program services $606,003 · management and general $231,645 · fundraising $40,515

  • 17 · Travel

    total $50,181 · program services $50,181

  • 19 · Conferences, conventions and meetings

    total $480,236 · program services $423,804 · management and general $48,321 · fundraising $8,111

  • 22 · Depreciation, depletion and amortization

    total $443,901 · program services $355,121 · management and general $79,902 · fundraising $8,878

  • 23 · Insurance

    total $6,066 · program services $4,853 · management and general $1,092 · fundraising $121

  • 24a · Other expenses: DUES AND SUBSCRIPTIONS

    total $55,980 · program services $50,078 · management and general $5,312 · fundraising $590

  • 24b · Other expenses: BANK FEES

    total $23,802 · program services $21,898 · management and general $714 · fundraising $1,190

Balance sheet

Part X, book values.

  • 1 · Cash, non-interest-bearing

    beginning of year $300 · end of year $300

  • 2 · Savings and temporary cash investments

    beginning of year $7,344,012 · end of year $6,973,520

  • 4 · Accounts receivable

    beginning of year $2,600 · end of year $0

  • 9 · Prepaid expenses and deferred charges

    beginning of year $54,210 · end of year $49,068

  • 10a · Land, buildings and equipment: cost or other basis

    $2,875,494

  • 10b · Land, buildings and equipment: accumulated depreciation

    $417,361

  • 10c · Land, buildings and equipment, net

    beginning of year $2,066,756 · end of year $2,458,133

  • 12 · Investments: other securities

    beginning of year $15,626,424 · end of year $16,314,524

  • 14 · Intangible assets

    beginning of year $6,235,124 · end of year $6,100,766

  • 17 · Accounts payable and accrued expenses

    beginning of year $0 · end of year $17,430

  • 19 · Deferred revenue

    beginning of year $498,605 · end of year $777,050

  • 25 · Other liabilities

    beginning of year $56,454 · end of year $0

  • 27 · Net assets without donor restrictions

    beginning of year $16,041,229 · end of year $15,001,198

  • 28 · Net assets with donor restrictions

    beginning of year $14,733,138 · end of year $16,100,633

Mission and programs · 2024

Mission

THE BRIARWOOD SCHOOL EMPOWERS STUDENTS WITH DIAGNOSED LEARNING DIFFERENCES OR DEVELOPMENTAL DISORDERS TO REACH THEIR MAXIMUM POTENTIAL THROUGH DIAGNOSTIC-PRESCRIPTIVE INSTRUCTION IN A STRUCTURED ACADEMIC ENVIRONMENT.

Activities or mission (Part I)

THE BRIARWOOD SCHOOL APPLIES SPECIAL TEACHING METHODS TO CHILDREN WITH LEARNING DIFFERENCES AND INTELLECTUAL DISABILITIES.

  • THE BRIARWOOD SCHOOL - WITH AN ENROLLMENT OF 288 STUDENTS IN OUR LOWER AND MIDDLE UPPER SCHOOLS, APPROXIMATELY 80% OF THE STUDENTS ARE OF AVERAGE TO SUPERIOR INTELLIGENCE WITH A BROAD RANGE OF LEARNING DISABILITIES THAT INCLUDE DYSLEXIA, DYSGRAPHIA, DYSPRAXIA, DYSCALCULIA, SPEECH/LANGUAGE DISORDERS, ALONG WITH WRITTEN AND EXPRESSIVE LANGUAGE DISORDERS. ADDITIONAL DIAGNOSES ADDRESSED THROUGH ACCOMMODATIONS INCLUDE ATTENTION-DEFICIT HYPERACTIVITY DISORDER AND PROCESSING DISORDERS AS THEY RELATED TO ACADEMIC ISSUES.THE TUTTLE SCHOOL - TUTTLE SCHOOL, OUR SMALLEST SCHOOL, IS COMPRISED OF APPROXIMATELY 41 STUDENTS FROM THE AGES OF 5 TO 21 WHO PRESENT WITH DEVELOPMENTAL DISORDERS SUCH AS AUTISTIC SPECTRUM DISORDERS AND DOWN SYNDROME, AND OTHER SYNDROMES, SUCH AS FRAGILE X AND WILLIAMS.

    Expenses $10,231,157 · Grants $115,020 · Revenue $9,736,240

As filed on the 2024 return. The filer continues this part on Schedule O, which is not shown here.

Listed in Part VII

  • David Vanhorn

    CHAIR

    Total calculated
    $0
    Hours/week
    5

  • Vita Goodell

    TREASURER/FINANCE CHAIR

    Total calculated
    $0
    Hours/week
    3

  • Barbara W Bellatti

    SECRETARY

    Total calculated
    $0
    Hours/week
    1

  • Yvonne Tuttle Streit

    E.D. EMERITUS

    Total calculated
    $0
    Hours/week
    1

  • Zachary Hodges

    MEMBER

    Total calculated
    $0
    Hours/week
    1

  • Peggy McGaughy

    MEMBER

    Total calculated
    $0
    Hours/week
    1

  • Mark Kelly

    MEMBER

    Total calculated
    $0
    Hours/week
    1

  • Nicholas N Shum

    MEMBER

    Total calculated
    $0
    Hours/week
    1

  • Vivian Streit Shudde

    MEMBER

    Total calculated
    $0
    Hours/week
    1

  • J Scott Thompson

    MEMBER

    Total calculated
    $0
    Hours/week
    1

  • Aaron K Young

    MEMBER

    Total calculated
    $0
    Hours/week
    1

  • Suzanne S Shelton

    MEMBER

    Total calculated
    $0
    Hours/week
    1

  • David Mendlewski

    HEAD OF SCHOOL

    Total calculated
    $219,069
    From this org
    $205,956
    From related orgs
    $0
    Other
    $13,113
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $180,956
    Bonus
    $25,000
    Other
    $0
    Deferred
    $5,999
    Nontaxable benefits
    $7,114
    Filer's total
    $219,069

Compensation is as filed in Part VII: reportable pay from this organization and from related organizations, other compensation, and hours per week. The total, marked calculated, is our sum of the three dollar columns, with a blank column counted as $0; the form itself has no total. On a Form 990-EZ the columns are Part IV's instead, and on a Form 990-PF Part VIII's — compensation, contributions to benefit plans, and expense account — and the total sums those. A Schedule J breakdown is as filed: base pay, bonus, other, deferred compensation and nontaxable benefits from this organization, with any from related organizations beside each, and the filer's own total. It is shown with the Part VII listing of the same name on the same return. The form gives no key between the two, so that pairing is ours, and is marked matched by us.

Schedule J

Answered yes

  • 3 · Compensation committee
  • 3 · Written employment contract
  • 3 · Approval by the board or compensation committee

Answered no

  • 4a · Severance or change-of-control payment
  • 4b · Supplemental nonqualified retirement plan
  • 4c · Equity-based compensation arrangement
  • 5a · Pay contingent on this organization's revenues
  • 5b · Pay contingent on a related organization's revenues
  • 6a · Pay contingent on this organization's net earnings
  • 6b · Pay contingent on a related organization's net earnings
  • 7 · Other non-fixed payments
  • 8 · Paid under the initial-contract exception

Part I's answers as filed. A line not listed was left unanswered; on lines 1a and 3 that means the box was not checked.

Grants on this return

No itemized grants to organizations on this return.

Related organizations on this return

Schedule R Part II: tax-exempt organizations related to the filer by control. It does not record shared board members or money.

Provenance

Return type
form_990
Tax year
2024
Filed
12 August 2026
IRS schema version
2024v5.5
Source object
202632329349300113

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