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Nonprofit · EIN 86-1232990

SHERPA INSTITUTE

Tax-exempt · DECATUR, AL 35601

Financials

$18K$18K2023
Revenue Expenses · by fiscal year end
Financials of SHERPA INSTITUTE by year, from its e-filed returns
Year endedFormRevenueExpensesNet incomeTotal assetsLiabilitiesNet assets
December 31, 2023990-EZ$18,235$18,194$41$135–$135
Financial details: 990-EZ for the year ended December 31, 2023

Revenue

Contributions, gifts and grants
$18,235
Program service revenue
$0
Investment income
$0

Expenses

Compensation of officers, directors and key employees
$0
Salaries, compensation and benefits (total)
$0
Professional fees and payments to contractors
$14,402
Occupancy
$2,640
Printing, publications and postage
$714
Other expenses
$438
Program services (functional)
$16,770

Balance sheet and other

Total assets, start of year
$94
Total assets, end of year
$135
Total liabilities, end of year
–
Net assets, end of year
$135
Cash, savings and investments
$135
Gross receipts
$18,235

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-EZ for the year ended December 31, 2023, highest compensation first.

NameTitleHours / weekCompensation
Robert WilsonCEO25$0
Andrea Hoffmeier WilsonFounder45$0
Carla HolderDirector35$0
Ginger Rocky JohnsonDirector10$0
Rhonda LesheaDirector1$0

Address and contacts

Address (IRS master file)
1306 CARRIDALE ST SW, DECATUR, AL 35601-5522
In care of
% ROBERT WILSON
Signed the 990-EZ
Robert Wilson, CEO

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.

990-EZ for the year ended December 31, 2023

Program accomplishments

  • 1. In the post-covid lockdown era SHERPA Institute provided guidance to organizations to maintain a focus on SR and to engage in the UN SDGs despite previous training engagements falling victim to budget cuts. SHERPA Institute maintained coaching sessions with professionals in organizations with prior training engagements in our methodology. This required substantial usage of our collaboration platforms as well as non-compensated investment of time. Paraphrasing ISO 26000 explains our commitment to organizations despite budget cuts: the perception and reality of an organizations performance on SR can influence among other things: competitive advantage and reputation; ability to attract and retain workers or customers; maintenance of employees morale commitment and productivity; the view of investors owners donors sponsors; and its relationship with companies governments the media suppliers peers customers as well as the community in which it operates.
    Expenses $6,250
  • 2. SHERPA Institute achieved the completion research and writing of two manuscript online resource drafts for the 17-Volume UN SDG Career & Corporate Guidance Series: SDG8 - Full Employment and Economic Growth and SDG12 - Sustainable Production and Consumption. Three additional SDGs were nearing completion in 2023: SDG3 - Health & Well-Being SDG4 - Quality Education for All and SDG5 - Genfer Equality. These resources are specifically aimed at education about career choices and corporate engagement in the UN SDGs.Achieving this involved recruitment of interns and subject matter experts from across the globe and copy editing. Again this required substantial usage of our collaboration platforms as well as non-compensated investment of time. The number of persons benefiting from this initiative is difficult to measure but we know that we are making a difference..
    Expenses $9,545
  • 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.
    Expenses $975

What it must file and when

IRS records say it files Form 990-N (e-Postcard). Gross receipts normally $50,000 or less. Its accounting year ends in December, so each return is due on the 15th day of the 5th month after that.

Tax yearYear endedDueIRS public records
2025December 31, 2025May 15, 2026Not on file
2024December 31, 2024May 15, 2025Not on file
2023December 31, 2023May 15, 2024990-EZ on file

IRS record

EIN
86-1232990
Tax-exempt status
501(c)(3): Charitable, religious, educational or scientific organization
Foundation status
Publicly supported organization (509(a)(2))
Donations deductible (Pub 78)
Public charity, 50% deduction limit
Exempt since
2021
Accounting year ends
December
Files
Form 990-N (e-Postcard)
Category (NTEE)
Employment (J22)
Assets (IRS master file)
$135
Income (IRS master file)
$18,235

Filing history

FormYear endedRevenueExpensesAssetsReturn
990-EZDecember 2023$18,235$18,194$135XML

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 86-1232990).

Questions about SHERPA INSTITUTE

What is the EIN of SHERPA INSTITUTE?
The employer identification number (EIN) of SHERPA INSTITUTE is 86-1232990.
Is SHERPA INSTITUTE tax-exempt?
Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 2021.
Are donations to SHERPA INSTITUTE tax-deductible?
Yes. It is listed in IRS Publication 78 (Public charity, 50% deduction limit).
Which annual return does SHERPA INSTITUTE file?
Form 990-N (e-Postcard). Gross receipts normally $50,000 or less.
When is the next return of SHERPA INSTITUTE due?
The return for tax year 2025 (the year ending December 31, 2025) is due May 15, 2026. Form 8868 extends it by six months; the 990-N cannot be extended.
When did SHERPA INSTITUTE last file with the IRS?
The latest return in the IRS public files is the 990-EZ for the year ended December 2023.
Who are the officers and directors of SHERPA INSTITUTE?
The 990-EZ for the year ended December 31, 2023 lists 5 people; 0 received compensation from the organization.
How much revenue does SHERPA INSTITUTE have?
On its 990-EZ for the year ended December 31, 2023 it reported revenue of $18,235, expenses of $18,194 and total assets of $135 at year end.

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