2026-08-20T08:41:03-05:00 2025-07-31 752393478 WHITLEY PENN LLP 640 TAYLOR STREET SUITE 2200 FT WORTH TX 76102 990 2024-08-01 814638450 THE BRIARWOOD SCHOOL BRIA 2813752100 12207 WHITTINGTON DRIVE HOUSTON TX 77077 LISA LANDI INTERIM HEAD OF SCHOOL 2813752100 2026-08-12 1 1 EMILY LANDRY P01614538 8172599100 2024 2025-03-06 01:10:19Z X LISA LANDI 12207 WHITTINGTON DRIVE HOUSTON TX 77077 12862464 0 X HTTPS://BRIARWOODSCHOOL.ORG X 2016 TX THE BRIARWOOD SCHOOL APPLIES SPECIAL TEACHING METHODS TO CHILDREN WITH LEARNING DIFFERENCES AND INTELLECTUAL DISABILITIES. 12 12 173 94 0 0 1781947 1656591 9663709 9736240 480175 787505 -59666 7262 11866165 12187598 389952 115020 0 0 9298529 9700239 0 0 254614 2979718 2812841 12668199 12628100 -802034 -440502 31329426 31896311 555059 794480 30774367 31101831 X 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. 0 0 10231157 115020 9736240 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. 10231157 1 1 0 0 0 0 0 0 1 1 1 1 0 0 0 1 1 0 1 0 0 0 0 0 1 0 0 0 1 1 0 0 0 0 0 0 0 0 0 0 0 0 0 1 1 0 0 0 1 64 0 1 173 1 0 0 0 0 0 1 1 0 0 0 0 0 0 X 12 12 1 0 0 0 1 0 0 1 1 0 0 1 1 1 1 1 1 0 0 0 X MARY FARLEY 2814931070 12207 WHITTINGTON DRIVE HOUSTON TX 77077 DAVID VANHORN CHAIR 5.00 X X 0 0 0 VITA GOODELL TREASURER/FINANCE CHAIR 3.00 X X 0 0 0 BARBARA W BELLATTI SECRETARY 1.00 X X 0 0 0 YVONNE TUTTLE STREIT E.D. EMERITUS 1.00 X X 0 0 0 ZACHARY HODGES MEMBER 1.00 X 0 0 0 PEGGY MCGAUGHY MEMBER 1.00 X 0 0 0 MARK KELLY MEMBER 1.00 X 0 0 0 NICHOLAS N SHUM MEMBER 1.00 X 0 0 0 VIVIAN STREIT SHUDDE MEMBER 1.00 X 0 0 0 J SCOTT THOMPSON MEMBER 1.00 X 0 0 0 AARON K YOUNG MEMBER 1.00 X 0 0 0 SUZANNE S SHELTON MEMBER 1.00 X 0 0 0 DAVID MENDLEWSKI HEAD OF SCHOOL 40.00 X 205956 0 13113 205956 0 13113 1 0 1 0 WAY ENGINEERING LTD 8610 WALLISVILLE ROAD HOUSTON TX 77029 HVAC MECHANICAL 170117 DTK FACILITY SERVICES LLC 9821 KATY FREEWAY SUITE 500 HOUSTON TX 77024 JANITORIAL SERVICES 106017 2 274738 1381853 1656591 TUITION 611710 9736240 9736240 9736240 509166 509166 858205 579866 278339 278339 278339 102262 274738 95000 7262 7262 12187598 9736240 0 794767 115020 115020 219069 176758 38081 4230 7851470 6335027 1364823 151620 176766 141413 31818 3535 872125 697700 156982 17443 580809 464647 104546 11616 57092 45662 10287 1143 6575 6575 139438 111520 25124 2794 462708 457687 4519 502 208699 173785 32588 2326 878163 606003 231645 40515 50181 50181 480236 423804 48321 8111 443901 355121 79902 8878 6066 4853 1092 121 DUES AND SUBSCRIPTIONS 55980 50078 5312 590 BANK FEES 23802 21898 714 1190 12628100 10231157 2142329 254614 300 300 7344012 6973520 2600 0 54210 49068 2875494 417361 2066756 2458133 15626424 16314524 6235124 6100766 31329426 31896311 0 17430 498605 777050 56454 0 555059 794480 X 16041229 15001198 14733138 16100633 30774367 31101831 31329426 31896311 -440502 767966 0 X X 0 1 X 1 0 X 1135988 1739319 1322085 1792668 1656591 7646651 1135988 1739319 1322085 1792668 1656591 7646651 1170891 6475760 3683 60553 541520 401822 509166 1516744 9163395 45565509 0.70670 0.69590 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 0 1 X 15626424 1555471 867371 16314524 13960045 1950516 284137 15626424 13198142 942994 181091 13960045 13599935 636387 -1038180 13198142 11565953 2133982 100000 13599935 0.08286 0.41985 0.49729 0 1 1 2742012 298071 2443941 133482 119290 14192 2458133 ENDOWMENT INVESTMENTS 16314524 F 16314524 X 12858645 767966 24676 792642 12066003 6575 115020 121595 12187598 12531181 24676 24676 12506505 6575 115020 121595 12628100 PART IV, LINE 2B: BRIARWOOD HOLDS FUNDS FOR SEVERAL RELATED GROUPS OF THE SCHOOL. THE SCHOOL HAS LIMITED DISCRETION OVER THE USE OF THESE FUNDS. FUNDS HELD FOR OTHERS ARE INCLUDED IN THE ORGANIZATION'S OTHER ASSETS AND ARE REPORTED AS A LIABILITY OF THE ORGANIZATION. PART X, LINE 2: THE SCHOOL IS EXEMPT FROM FEDERAL INCOME TAX UNDER 501(C)(3) OF THE INTERNAL REVENUE CODE AND IS CLASSIFIED AS A PUBLIC CHARITY UNDER 509(A)(L) AND 170(B)(I)(A)(II). PART XI, LINE 2D - OTHER ADJUSTMENTS: FUNDRAISING EXPENSES 24,676. PART XI, LINE 4B - OTHER ADJUSTMENTS: TUITION ASSISTANCE 115,020. PART XII, LINE 2D - OTHER ADJUSTMENTS: FUNDRAISING EXPENSES 24,676. PART XII, LINE 4B - OTHER ADJUSTMENTS: TUITION ASSISTANCE 115,020. 1 1 1 1 1 1 1 0 0 0 0 0 0 0 0 0 0 1 SCHEDULE E, PART I, LINE 3 THE BRIARWOOD SCHOOL POSTS ITS NOTICE OF NON-DISCRIMINATION POLICY ON THE HOMEPAGE OF ITS WEBSITE. GALA 332360 274738 57622 40020 12450 34684 MUSTANG ROUND-UP 44640 44640 5817 2029 377000 274738 102262 5817 40020 12450 36713 95000 7262 0 TUITION ASSISTANCE 70 115020 SCHEDULE I, PART III GRANTMAKER'S DESCRIPTION OF HOW GRANTS ARE USED PARENTS APPLY ONLINE FOR TUITION ASSISTANCE THROUGH NAIS SCHOOL AND STUDENT SERVICE FOR FINANCIAL AID. A REPORT OF FAMILY CONTRIBUTION FOR THE UPCOMING SCHOOL YEAR INDICATES AN ESTIMATED AMOUNT THE PARENT CAN CONTRIBUTE FOR THE TUITION. THESE REPORTS ARE REVIEWED BY THE HEAD OF SCHOOL AND ADMISSIONS DIRECTOR. AN AMOUNT OF TUITION ASSISTANCE IS DECIDED UPON AND THE PARENTS ARE SENT A LETTER INDICATING THIS AMOUNT WITH A REQUEST FOR ACCEPTANCE TO BE RETURNED TO THE SCHOOL. X X X 0 0 0 0 0 0 0 0 0 DAVID MENDLEWSKI HEAD OF SCHOOL 180956 0 25000 0 0 0 5999 0 7114 0 219069 0 0 0 FORM 990, PART VI, SECTION A, LINE 2 VIVIAN STREIT SHUDDE AND YVONNE TUTTLE STREIT HAVE A FAMILY RELATIONSHIP. FORM 990, PART VI, SECTION A, LINE 6 THE BROCKWOOD HOLDING COMPANY IS THE SOLE MEMBER OF THE CORPORATION. FORM 990, PART VI, SECTION B, LINE 11B MANAGEMENT AND THE FINANCE COMMITTEE CHAIRPERSON REVIEW THE FORM 990 AND PROVIDE A COPY TO THE BOARD PRIOR TO FILING. FORM 990, PART VI, SECTION B, LINE 12C FOR ANY INTEREST DISCLOSED TO THE CHAIRMAN OF THE BOARD OF DIRECTORS, THE CHAIRMAN WILL DETERMINE WHETHER TO: (A) TAKE NO ACTION; (B) ASSURE FULL DISCLOSURE TO THE BOARD OF DIRECTORS AND OTHER INDIVIDUALS COVERED BY THIS POLICY; (C) ASK THE PERSON TO RECUSE FROM PARTICIPATION IN RELATED DISCUSSIONS OR DECISIONS WITHIN THE ORGANIZATION; OR (D) ASK THE PERSON TO RESIGN FROM HIS OR HER POSITION IN THE ORGANIZATION OR, IF THE PERSON REFUSES TO RESIGN, BECOME SUBJECT TO POSSIBLE REMOVAL IN ACCORDANCE WITH THE ORGANIZATION'S REMOVAL PROCEDURES. THE ORGANIZATION'S EXECUTIVE DIRECTOR WILL MONITOR ANY PROPOSED OR ONGOING TRANSACTIONS FOR CONFLICTS OF INTEREST AND DISCLOSE THEM TO THE CHAIRMAN OF THE BOARD OF DIRECTORS IN ORDER TO DEAL WITH POTENTIAL OR ACTUAL CONFLICTS, WHETHER DISCOVERED BEFORE OR AFTER THE TRANSACTION HAS OCCURRED. FORM 990, PART VI, SECTION C, LINE 18 FORM 1023 AND FORM 990 ARE AVAILABLE UPON REQUEST. FORM 990, PART VI, SECTION C, LINE 19 GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY, AND FINANCIAL STATEMENTS ARE AVAILABLE TO THE PUBLIC UPON REQUEST. PAGE 1, AMENDED RETURN CHANGES: PAGE 11, PART X, LINE 10A INCREASED BY $529,920. PAGE 11, PART X, LINE 27 INCREASES BY $529,920. SCHEDULE D, PAGE 2, PART VI, LINE D, COLUMN C INCREASED BY $529,920. PAGE 9, PART VIII, LINE 1F DECREASED BY $205,094. SCHEDULE A, PART II, PAGE 2, LINE 1A, COLUMN A DECREASED BY $205,094. SCHEDULE 9, PART VIII, LINE 2A DECREASED BY $151,800. SCHEDULE A, PART II, PAGE 2, LINE 12 DECREASED BY $151,800. PAGE 2, PART III, LINE 4A REVENUE DECREASED BY $151,800. PAGE 10, PART IX, LINE 2 DECREASED BY $100,000. PAGE 2, PART III, LINE 4A GRANTS DECREASED BY $100,000. SCHEDULE I, PAGE 2, PART III, COLUMN C DECREASED BY $100,000. PAGE 10, PART IX, LINE 14 INCREASED BY $92,667. PAGE 10, PART IX, LINE 16 DECREASED BY $352,208. PAGE 10, PART IX, LINE 19 DECREASED BY $527,273. PAGE 2, PART III, LINE 4A EXPENSES DECREASED BY $737,484. SCHEDULE D, PART XI PAGE 4, LINE 1 REVENUE DECREASED BY $256,894. SCHEDULE D, PAGE 4, LINE 4B TUITION ASSISTANCE DECREASED BY $100,000. SCHEDULE D, PAGE 4, PART XII, LINE 1 EXPENSES DECREASED BY $786,814. FORM 990, PART XII, LINE 2C: THE OVERSIGHT PROCESS HAS NOT CHANGED FROM THE PRIOR YEAR. THE BROOKWOOD COMMUNITY INC 1752 FM 1489 BROOKSHIRE TX 77423 741587672 SCHOOL FOR ADULTS WITH DISABILITIES TX 501(C)(3) LINE 2 N/A 0 THE BROOKWOOD ENDOWMENT INC 1752 FM 1489 BROOKSHIRE TX 77423 814680678 SUPPORT BROOKWOOD COMMUNITY AND BRIARWOOD SCHOOL TX 501(C)(3) LINE 12B, II N/A 0 THE BROOKWOOD HOLDING COMPANY 1752 FM 1489 BROOKSHIRE TX 77423 814652390 SUPPORT BROOKWOOD COMMUNITY AND BRIARWOOD SCHOOL TX 501(C)(3) LINE 12B, II N/A 0 BROOKWOOD REAL PROPERTY HOLDING CO 1752 FM 1489 BROOKSHIRE TX 77423 814641189 SUPPORT BROOKWOOD COMMUNITY AND BRIARWOOD SCHOOL TX 501(C)(3) LINE 12B, II N/A 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0