Sherpa Institute

Nonprofit profile at a glance

EIN
861232990
IRS 990-EZ coverage
2023–2023
Forms available
Form 990-EZ 2023
Location
Decatur, AL, USA
Rating
88
Verdict
STRONG
Rating confidence
Moderate
Sector
Job Training

Reported finances

Revenue
$18,235
Expenses
$18,194
Assets
$135

Source: IRS Form 990-EZ. Selected filing: tax year 2023. Amounts in USD.

Leadership & pay

5 people listed

Executive titles in this filing

  • Robert Wilson (CEO)

People named in this filing

  • Robert Wilson (CEO)
  • Andrea Hoffmeier Wilson (Founder)
  • Carla Holder (Director)

Selected names, not a complete roster or a statement of current roles. Open leadership details for the complete filed list.

Source: IRS Form 990-EZ. Selected filing: tax year 2023. Names and roles reflect this filing, not necessarily current officeholders.

Overview

Mission

SHERPA Institute educates and engages organizations of all types and sizes in social responsibility SR as defined by ISO 26000 the International Standard for Social Responsibility. The goal of engaging in SR performance improvement is sustainable development. The Institute further advances this by educating students and businesses about the United Nations Sustainable Development Goals. SR and sustainability acumen opens doors to gratifying careers and business success. As explained in ISO 26000 Organizations around the world and their stakeholders are becoming increasingly aware of the need for and benefits of socially responsible behavior. The objective of social responsibility is to contribute to sustainable development. An organizations performance in relation to the society in which it operates has become a critical part of measuring its overall performance and its ability to continue operating effectively.

What it reported doing in 2023

3. While SHERPA Institute thinks globally we act locally. Even with large multi-national corporations we encourage them to reach into the communities in which they operate. We have demonstrated our own commitment to local action; some examples include online collaboration support of an e-waste recovery initiative in India and the first two installations of our SHERPA Pollinator Rescue SPR beginning in North Alabama the southernmost point of the Appalachian Monarch Butterfly population. The latter effort is expanding in stages with the first aim to cover the Appalachian Monarch Butterfly migration route. We have formed collaborations with organizations including Monarch Watch and continue to educate and take action on reversal of bee population collapse as well as the fragility of many crucial pollinators. This includes education about the essential role of pollinators to the security of our food supply. The number of persons benefiting from this initiative is immeasurable.

Operating model

Revenue model
Donor-supported. 100% of the money available for current operations came from contributions and gifts.
Distribution model
Direct operator. The filing allocates 100% of reported program-service expenses outside its grant, affiliate-payment, and member-benefit lines. This expense classification does not rule out separately announced grant awards.

The verdict

STRONG - A large share of available resources goes toward mission work and the filed numbers largely add up. Total assets are small relative to annual expenses; liquid coverage is unknown and expenses are high relative to revenue.

Rating breakdown

  • Financial Efficiency: 92
  • Transparency & Controls: 100
  • Sustainability: 30
  • Growth: NotEnoughData

Detailed rating inputs

Financial Efficiency

  • Mission deployment rate: 92%; rating input score 92
  • Program expense ratio: 92.2%; rating input score 92

Transparency & Controls

  • Consistency checks: 100%; rating input score 100; 51st percentile among comparable filings
  • Major donor itemization: Yes; rating input score 100

Sustainability

  • Operating margin: 0.2%; rating input score 47; 47th percentile among comparable filings
  • Total-asset coverage ratio: 0.01; rating input score 5; 5th percentile among comparable filings
  • Liabilities to assets ratio: Limited
  • Officer compensation ratio: 0%; rating input score 56; 56th percentile among comparable filings

Growth

  • Program expense growth: Limited
  • Revenue growth: Limited
  • Asset growth: Limited

Details

  • Where the money goes: 92% of revenue deployed · 92.2% of spending went to programs
  • Governance: Filed governance answers
  • Accomplishments: 3 filed program accomplishments · $17K in reported program spending
  • Leadership: top reported pay $0 · 5 people listed
  • Consistency: 7 of 7 current checks pass
  • Schedules: 3 filed schedules
  • Contacts: How to reach this organization
  • Grant readiness: Federal tax and exclusion status, award history, and grant-maker relationships.
  • People: Everyone the filings name, and which of them the filings identify by more than a name.

Key Signals

Signals prioritize questions for review. They are not findings of misconduct.

  • High — Sustainability: Total-asset coverage ratio scored 5/100.
  • Moderate — Sustainability: Operating margin scored 47/100.
  • Review — Sustainability: Officer compensation ratio scored 56/100.