Nonprofit · EIN 22-3106512
SHEPARD SCHOOL INC
Tax-exempt · MORRISTOWN, NJ 07960
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| June 30, 2025 | 990 | $5,770,570 | $5,722,624 | $47,946 | $3,172,256 | $2,393,400 | $778,856 |
| June 30, 2024 | 990 | $5,529,259 | $5,475,443 | $53,816 | $3,157,177 | $2,426,267 | $730,910 |
| June 30, 2023 | 990 | $4,740,869 | $4,701,546 | $39,323 | $1,192,477 | $515,383 | $677,094 |
Financial details: 990 for the year ended June 30, 2025
Revenue
- Contributions, gifts and grants
- $6,790
- Program service revenue
- $5,765,200
- Investment income
- $0
- Net income from fundraising events
- -$1,420
- Other revenue
- -$1,420
Expenses
- Grants and similar amounts paid
- $0
- Compensation of officers, directors and key employees
- $175,930
- Other salaries and wages
- $3,297,377
- Salaries, compensation and benefits (total)
- $4,719,373
- Professional fundraising fees
- $0
- Legal fees
- $4,602
- Accounting fees
- $16,734
- Occupancy
- $260,549
- Travel
- $1,699
- Depreciation
- $1,050
- Program services (functional)
- $5,280,994
- Management and general (functional)
- $441,630
Balance sheet and other
- Total assets, start of year
- $3,157,177
- Total assets, end of year
- $3,172,256
- Total liabilities, end of year
- $2,393,400
- Net assets, end of year
- $778,856
- Land, buildings and equipment
- $8,258
- Net assets without donor restrictions
- $50,555
- Net assets with donor restrictions
- $728,301
- Gross receipts
- $5,775,984
- Employees
- 93
- Year formed
- 1991
- State of legal domicile
- NJ
From the e-filed returns the IRS publishes as XML (latest three processing years; amended returns replace the original). PDF copies at the IRS.
Officers, directors and key employees
As listed on the 990 for the year ended June 30, 2025, highest compensation first.
| Name | Title | Hours / week | Compensation | From related orgs | Other / benefits |
|---|---|---|---|---|---|
| FRANK COCUZZA | PRESIDENT Trustee or director, Officer | 18.75 | $129,503 | $129,502 | $64,102 |
| ROBERT SCORZO | VICE PRESIDE Trustee or director, Officer | 0 | $0 | $259,005 | $64,029 |
| ANNMARIE SCORZO | TREASURER Trustee or director, Officer | 7.5 | $46,427 | $154,817 | $30,689 |
| LAUREN NAVA | PRESIDENT Officer | 18.75 | $84,471 | $84,471 | $57,714 |
| FLORIAN DILIZIA | ACCOUNTANT Highest-paid employee | 8.75 | $31,831 | $106,146 | $52,446 |
| KATIE DULFER | SCHOOL PSYCH Highest-paid employee | 35 | $118,485 | $0 | $38,872 |
| JOSIE VIOLA | BOOKKEEPER Highest-paid employee | 7.5 | $23,848 | $79,526 | $39,401 |
| PAMELA PERWEIN | TEACHER Highest-paid employee | 35 | $105,158 | $0 | $29,540 |
| JEANNE COCUZZA | SECRETARY Trustee or director, Officer | 0 | $0 | $52,522 | $8,477 |
990 for the year ended June 30, 2024: 7 people
| Name | Title | Hours / week | Compensation | From related orgs | Other / benefits |
|---|---|---|---|---|---|
| ROBERT SCORZO | VICE PRESIDE Trustee or director, Officer | 0 | $0 | $259,005 | $76,938 |
| FRANK COCUZZA | PRESIDENT Trustee or director, Officer | 20 | $134,683 | $124,322 | $68,175 |
| LAUREN NAVA | PRINCIPAL-SH Key employee | 20 | $83,265 | $77,192 | $64,123 |
| ANNMARIE SCORZO | TREASURER Trustee or director, Officer | 7.5 | $41,638 | $143,093 | $34,570 |
| FLORIAN DILIZIA | ACCOUNTANT Highest-paid employee | 8.75 | $28,848 | $99,139 | $54,486 |
| KATIE DULFER | SCHOOL PSYCH Highest-paid employee | 35 | $110,000 | $0 | $41,246 |
| JEANNE COCUZZA | SECRETARY Trustee or director, Officer | 7 | $31,467 | $46,658 | $15,372 |
990 for the year ended June 30, 2023: 7 people
| Name | Title | Hours / week | Compensation | From related orgs | Other / benefits |
|---|---|---|---|---|---|
| ROBERT SCORZO | VICE PRESIDE Trustee or director, Officer | 0 | $0 | $259,005 | $79,395 |
| FRANK COCUZZA | PRESIDENT Trustee or director, Officer | 18.75 | $129,502 | $129,502 | $62,674 |
| LAUREN NAVA | PRINCIPAL-SH Key employee | 18.75 | $80,408 | $80,408 | $58,706 |
| ANNMARIE SCORZO | TREASURER Trustee or director, Officer | 7.5 | $41,786 | $142,945 | $31,023 |
| FLORIAN DILIZIA | ACCOUNTANT Highest-paid employee | 8.75 | $28,951 | $99,037 | $50,841 |
| KATIE DULFER | SCHOOL PSYCH Highest-paid employee | 35 | $103,350 | $0 | $34,803 |
| JEANNE COCUZZA | SECRETARY Trustee or director, Officer | 0 | $9,766 | $68,360 | $14,040 |
Address and contacts
- Address (IRS master file)
- 10 COLUMBA ST, MORRISTOWN, NJ 07960-3868
- Principal officer (990 for 2024)
- LAUREN NAVA, 6 PATRICIA LANE, ROCKAWAY TWNSHP, NJ 07866
- Signed the 990
- LAUREN NAVA, PRESIDENT
- Phone
- (973) 247-1375
- Website
- WWW.SHEPARDSCHOOLS.ORG
- Return prepared by
- LAWSON RESCINIO SCHIBELL & ASSOC PC
Mission
THE SCHOOL'S MISSION IS THE ENHANCEMENT OF EDUCATIONAL AND SOCIAL FUNCTIONING OF EACH STUDENT WITH AN EYE TOWARD THE SUCCESSFUL REINTERGRATION INTO PUBLIC SCHOOL. THIS IS ACHIEVED THROUGH A PERSISTENT SYSTEM OF POSITIVE REINFORCEMENT, FEEDBACK, COUNSELING, INTERVENTION AND INDIVIDUAL ACADEMIC INSTRUCTION. SHEPARD SCHOOL STRIVES TO PROVIDE THE BEST QUALITY EDUCATION TO STUDENTS BY STIMULATING THE GROWTH AND DEVELOPMENT OF THEIR MORAL, CREATIVE, INTELLECTUAL AND ATHLETIC SKILLS. OUR GOAL IS IMPROVED ACADEMIC PERFORMANCE AND BEHAVIORAL CHANGES THAT WILL ALLOW STUDENTS TO RETURN TO PUBLIC SCHOOL SETTING AND/OR ACHIEVE SUCCESS IN THEIR POST-SECONDARY PLACEMENTS. WE BELEIVE ANY CHILD, DESPITE THEIR PRESENTING BEHAVIOR AND SOCIAL BACKGROUND, WANTS ACCEPTANCE, ACHIEVEMENT, KNOWLEDGE AND THE ABILITY TO INTERACT WITH OTHERS. WE STRIVE TO FIND THE KEY THAT UNLOCKS THE POTENTIAL OF EACH STUDENT BY PROVIDING A WARM, NURTURING ENVIRONMENT SO THAT EACH STUDENT'S SELF-ESTEEM AND POTENTIAL MAY FLOURISH
Program accomplishments
- THE SHEPARD SCHOOL IS A STATE APPROVED SCHOOL FOR HANDICAPPED STUDENTS. THE STUDENTS ARE PROVIDED WITH A PROGRAM DESIGNED TO IMPROVE EACH STUDENT'S ACADEMIC FUNCTIONING AND BEHAVIOR TO A LEVEL WHERE THEY WILL BE ABLE TO BE SUCCESSFULLY RE-INTERGRATED INTO THE PUBLIC SCHOOLS. THE PROGRAM IS DESIGNED FOR STUDENTS CLASSIFIED AS STUDENTS WITH BEHAVIORAL DISABILITIES BETWEEN THE AGES OF 6 AND 21. THE AVERAGE DAILY ENROLLMENT FOR THE FISCAL YEAR ENDING JUNE 30, 2025 WAS 78 STUDENTS.Expenses $5,280,994 · revenue $5,765,200
What it must file and when
IRS records say it files Form 990 or 990-EZ. Based on its last return; a smaller organization may file the 990-N. Its accounting year ends in June, so each return is due on the 15th day of the 5th month after that.
| Tax year | Year ended | Due | IRS public records |
|---|---|---|---|
| 2025 | June 30, 2026 | November 16, 2026 | Not due yet |
| 2024 | June 30, 2025 | November 17, 2025 | 990 on file |
| 2023 | June 30, 2024 | November 15, 2024 | 990 on file |
IRS record
- EIN
- 22-3106512
- Tax-exempt status
- 501(c)(3): Charitable, religious, educational or scientific organization
- Foundation status
- School
- Donations deductible (Pub 78)
- Public charity, 50% deduction limit
- Exempt since
- 1993
- Accounting year ends
- June
- Files
- Form 990 or 990-EZ
- Category (NTEE)
- Education (B28Z)
- Assets (IRS master file)
- $3,172,256
- Income (IRS master file)
- $5,775,984
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990 | June 2025 | $5,770,570 | $5,722,624 | $3,172,256 | IRS |
| 990 | June 2024 | $5,529,259 | $5,475,443 | $3,157,177 | IRS |
| 990 | June 2023 | $4,740,869 | $4,701,546 | $1,192,477 | XML |
| 990 | June 2022 | $4,584,884 | $4,539,306 | $1,211,480 | IRS |
| 990 | June 2021 | – | – | – | IRS |
| 990 | June 2020 | – | – | – | IRS |
| 990 | June 2019 | – | – | – | IRS |
| 990 | June 2018 | – | – | – | IRS |
990-N: the IRS bulk file holds only the latest e-Postcard per organization; earlier years come from archived copies of that file since 2020 and can have gaps (the IRS e-Postcard search lists every one). 990, 990-EZ, 990-PF, 990-T: every e-filed return in the IRS e-file index since 2019; XML for the latest three processing years, amounts from the IRS Statistics of Income extracts before that. PDF copies and determination letters at the IRS (search EIN 22-3106512).
Questions about SHEPARD SCHOOL INC
- What is the EIN of SHEPARD SCHOOL INC?
- The employer identification number (EIN) of SHEPARD SCHOOL INC is 22-3106512.
- Is SHEPARD SCHOOL INC tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 1993.
- Are donations to SHEPARD SCHOOL INC tax-deductible?
- Yes. It is listed in IRS Publication 78 (Public charity, 50% deduction limit).
- Which annual return does SHEPARD SCHOOL INC file?
- Form 990 or 990-EZ. Based on its last return; a smaller organization may file the 990-N.
- When is the next return of SHEPARD SCHOOL INC due?
- The return for tax year 2025 (the year ending June 30, 2026) is due November 16, 2026. Form 8868 extends it by six months; the 990-N cannot be extended.
- When did SHEPARD SCHOOL INC last file with the IRS?
- The latest return in the IRS public files is the 990 for the year ended June 2025.
- Who is the principal officer of SHEPARD SCHOOL INC?
- The 990 for the year ended June 30, 2025 names LAUREN NAVA.
- Who are the officers and directors of SHEPARD SCHOOL INC?
- The 990 for the year ended June 30, 2025 lists 9 people; 7 received compensation from the organization, the highest $129,503 (FRANK COCUZZA, PRESIDENT).
- How much revenue does SHEPARD SCHOOL INC have?
- On its 990 for the year ended June 30, 2025 it reported revenue of $5,770,570, expenses of $5,722,624 and total assets of $3,172,256 at year end.
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