THE BRIARWOOD SCHOOL (EIN 814638450) - Form 990 Financial Analysis & Trantor Score

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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

2016

Legal Domicile

Principal Officer

DAVID MENDLEWSKI

Phone

2813752100

Tax Period

2023-08-01 to 2024-07-31

THE BRIARWOOD SCHOOL, founded in 2016, is a mid-sized nonprofit in the Education sector that reported $11.9M in total revenue in fiscal year 2023. Net assets of $30.8M represent 31 months of operating reserves.

Mission

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

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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%)

Financial Overview (2023)

Revenue Breakdown

Contributions & Grants $1,781,947

Program Service Revenue $9,663,709

Investment Income $480,175

Other Revenue $-59,666

TOTAL REVENUE $11,866,165

Expense Breakdown

Grants Paid $389,952

Salaries & Benefits $9,298,529

Fundraising Expenses $246,260

Program Expenses $10,254,479

Other Expenses $2,979,718

TOTAL EXPENSES $12,668,199

Year-over-Year Comparison

	2023	2022	Change
Revenue	$11,866,165	$11,695,602	+0.0%
Expenses	$12,668,199	$10,527,267	+0.2%
Net Income	$-802,034	$1,168,335	-1.7%

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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Altman Z-Score • Liquidity Ratios • Solvency Analysis • Growth Indicators • Efficiency Metrics

Governance

Voting Members

Independent Members

Employees

175

Volunteers

117

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

$173,907

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
SCOTT REID	INTERIM CHAIR	3.00	Officer Director	$0	$0	$0
DAVID VANHORN	TREASURER/FINANCE CHAIR	3.00	Officer Director	$0	$0	$0
BARBARA W BELLATTI	SECRETARY	1.00	Officer Director	$0	$0	$0
YVONNE TUTTLE STREIT	E.D. EMERITUS	1.00	Officer Director	$0	$0	$0
ZACHARY HODGES	MEMBER	1.00	Director	$0	$0	$0
PEGGY MCGAUGHY	MEMBER	1.00	Director	$0	$0	$0
VITA GOODELL	MEMBER	1.00	Director	$0	$0	$0
NICHOLAS N SHUM	MEMBER	1.00	Director	$0	$0	$0
VIVIAN STREIT SHUDDE	MEMBER	1.00	Director	$0	$0	$0
J SCOTT THOMPSON	MEMBER	1.00	Director	$0	$0	$0
AARON K YOUNG	MEMBER	1.00	Director	$0	$0	$0
MARY WHALLEY	MEMBER	1.00	Director	$0	$0	$0
DAVID MENDLEWSKI	HEAD OF SCHOOL	40.00	Officer	$168,842	$5,065	$173,907

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
2024	$11,866,165	$12,668,199	$31,329,426	$-802,034
2023	$11,695,602	$10,527,267	$31,313,210	$1,168,335
2022	$10,931,969	$9,030,443	$29,159,808	$1,901,526
2021	$8,954,444	$8,585,198	$7,638,237	$369,246
2020	$10,037,933	$8,829,908	$6,680,505	$1,208,025
2019	$10,638,210	$8,888,852	$15,798,871	$1,749,358
2018	$9,749,610	$8,890,223	$14,225,923	$859,387

THE BRIARWOOD SCHOOL