SHEPARD SCHOOL INC

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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

1991

Legal Domicile

Principal Officer

LAUREN NAVA

Phone

9732471375

Tax Period

2024-07-01 to 2025-06-30

SHEPARD SCHOOL INC, founded in 1991, is a community nonprofit in the Education sector that reported $5.8M in total revenue in fiscal year 2024.

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 Service Accomplishments

Program 1

Expenses: $5,280,994 Revenue: $5,765,200

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.

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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 (2024)

Revenue Breakdown

Contributions & Grants $6,790

Program Service Revenue $5,765,200

Investment Income $0

Other Revenue $-1,420

TOTAL REVENUE $5,770,570

Expense Breakdown

Grants Paid $0

Salaries & Benefits $4,719,373

Fundraising Expenses $0

Program Expenses $5,280,994

Other Expenses $1,003,251

TOTAL EXPENSES $5,722,624

Year-over-Year Comparison

	2024	2023	Change
Revenue	$5,770,570	$5,529,259	+0.0%
Expenses	$5,722,624	$5,475,443	+0.0%
Net Income	$47,946	$53,816	-0.1%

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

N/A

Employees

Volunteers

N/A

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

$1,165,729

Total Directors

$939,073

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
FRANK COCUZZA	PRESIDENT	18.75	Officer Director	$129,503	$64,102	$323,107
ROBERT SCORZO	VICE PRESIDE	0.00	Officer Director	$0	$64,029	$323,034
ANNMARIE SCORZO	TREASURER	7.50	Officer Director	$46,427	$30,689	$231,933
LAUREN NAVA	PRESIDENT	18.75	Officer	$84,471	$57,714	$226,656
FLORIAN DILIZIA	ACCOUNTANT	8.75	Highest	$31,831	$52,446	$190,423
KATIE DULFER	SCHOOL PSYCH	35.00	Highest	$118,485	$38,872	$157,357
JOSIE VIOLA	BOOKKEEPER	7.50	Highest	$23,848	$39,401	$142,775
PAMELA PERWEIN	TEACHER	35.00	Highest	$105,158	$29,540	$134,698
JEANNE COCUZZA	SECRETARY	0.00	Officer Director	$0	$8,477	$60,999

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
2025	$5,770,570	$5,722,624	$3,172,256	$47,946
2024	No data	No data	No data	No data
2023	$4,740,869	$4,701,546	$1,192,477	$39,323
2022	$4,584,884	$4,539,306	$1,211,480	$45,578
2021	$4,434,235	$4,392,090	$1,113,802	$42,145
2020	$4,336,114	$4,326,441	$1,736,058	$9,673
2019	$4,326,379	$4,216,584	$938,901	$109,795
2018	$3,387,541	$3,309,565	$724,095	$77,976