Civic Intelligence

Sherpa Foundation

990EZ • Fiscal year 2016 • EIN 47-3874781

Jan 01, 2016 to Dec 31, 2016 • Filed on Jun 26, 2017

Organization Profilesherpafoundation.org
PO Box 2737Edwards, CO 81632

(970) 390-5566

Siviq Scores

Precomputed percentiles for this filing year versus similar nonprofits in the same peer cohort.

Liabilities / Assets

Score unavailable

No value available

Liabilities-to-assets requires both liabilities and assets on this filing.

Source year 2016

Liabilities / Revenue

Score unavailable

No value available

Liabilities-to-revenue requires both liabilities and revenue on this filing.

Source year 2016

Net Margin

43rd percentile

0.3%

Higher net margin than 43% of similar nonprofits.

2016 filings • 501(c)3 • <$500k nonprofits • Source year 2016

Top Officer Pay

75th percentile

$0

Higher top officer pay than 75% of similar nonprofits.

Top officer pay equals 0.0% of source-year revenue.

2016 filings • 501(c)3 • <$500k nonprofits • Source year 2016

Asset Growth

51st percentile

2.1%

Faster asset growth than 51% of similar nonprofits.

2016 filings • 501(c)3 • <$500k nonprofits • Annualized from 2015 to 2016

Revenue Growth

34th percentile

-9.8%

Faster revenue growth than 34% of similar nonprofits.

2016 filings • 501(c)3 • <$500k nonprofits • Annualized from 2015 to 2016

Balance Sheet
Liabilities / AssetsScore unavailable

Assets

Up

$19,024

Up $393 (+2.1%) from 2015

Net Assets

Up

$19,024

Up $393 (+2.1%) from 2015

Liabilities

-

No earlier filing loaded for comparison.

Revenue And Expenses
Liabilities / RevenueScore unavailableNet Margin43rd percentile

Revenue

Down

$112,976

Down $12,207 (-9.8%) from 2015

Expenses

Up

$112,583

Up $6,031 (+5.7%) from 2015

Net Income

Down

$393

Down $18,238 (-98%) from 2015

Historical Trend

Balance Sheet Trend

Asset Growth51st percentile

The highlighted filing sits inside the broader history for assets, liabilities, and net assets.

$40K$30K$20K$10K$0Assets 2015: $18,631Net Assets 2015: $18,6312015Assets 2016: $19,024Net Assets 2016: $19,0242016Assets 2017: $16,582Net Assets 2017: $16,5822017Assets 2018: $36,451Net Assets 2018: $36,4512018Assets 2019: $22,209Net Assets 2019: $22,2092019Assets 2020: $23,378Net Assets 2020: $23,3782020Assets 2021: $32,261Net Assets 2021: $32,2612021Assets 2023: $18,976Net Assets 2023: $18,9762023

Highlighted filing

2016

Assets$19,024
Liabilities-
Net Assets$19,024
Open 2016 Filing

Operations Trend

Revenue Growth34th percentile

Revenue, expenses, and net income across loaded years, with this filing highlighted.

$150K$100K$50K$0-$50KRevenue 2015: $125,183Expenses 2015: $106,552Net Income 2015: $18,6312015Revenue 2016: $112,976Expenses 2016: $112,583Net Income 2016: $3932016Revenue 2017: $55,174Expenses 2017: $57,616Net Income 2017: -$2,4422017Revenue 2018: $58,703Expenses 2018: $38,835Net Income 2018: $19,8682018Revenue 2019: $29,582Expenses 2019: $43,824Net Income 2019: -$14,2422019Revenue 2020: $30,420Expenses 2020: $29,251Net Income 2020: $1,1692020Revenue 2021: $15,024Expenses 2021: $6,141Net Income 2021: $8,8832021Revenue 2023: $2,565Expenses 2023: $546Net Income 2023: $2,0192023

Highlighted filing

2016

Revenue$112,976
Expenses$112,583
Net Income$393
Open 2016 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2016 to Dec 31, 2016
Signed
Jun 26, 2017
Return Version
2016v3.0
Gross Receipts
$116,803
Mission and Program Overview

Mission

To help repair and rebuild the communities in Nepal affected by the 2015 earthquake disaster.

Program Services

DescriptionGrantsExpenses
Traveled to Nepal with small team and building supplies to rebuild/repair approximately 98 homes in 2015.$108,631-
Compensation and Service Providers
Top Officer Pay75th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
Pemba SherpaExecutive DirectorPT$0--
Joann Carhart LevyVice President-$0--
Dana DunbarTreasurer-$0--
Fundraising, Events, and Gaming

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Annual fundraiser$28,799$28,799-$28,799
Total Events$28,799$28,799$3,827$24,972
Filing and Contact Details

Filer

Filer Name
Sherpa Foundation
EIN
47-3874781
Phone
9703905566
Address
PO Box 2737, Edwards, CO 81632

Signing Officer

Name
Pemba Sherpa
Title
Executive Director
Signed
2017-06-26
Discuss with paid preparer
Yes

Preparer

Firm
Vail Tax & Accounting Inc
Address
PO Box 5940, Avon, CO 81620
Preparer
Sara Fahrney
Phone
9709495383
Supplemental Narrative

Additional Explanations

Grants and Similar Amounts Paid In Excess of $5,000.1

“Class of Activity: Program support | Cash Amount Given: $108631”

Other Expenses.1001

“Advertising and Promotion $719”

Other Expenses.1007

“Conferences, Conventions, and Meetings $1064”

Other Expenses.3

“Meals and entertainment $60”

Raw XML Appendix147 raw XML fields

This appendix keeps the raw XML leaves available for debugging and edge-case review. The human report above is the primary experience.

Path#Value
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IRS990EZ/BooksInCareOfDetail/PersonNm0Dana Dunbar
IRS990EZ/BooksInCareOfDetail/PhoneNum09703909933
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt0PO Box 430
IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0Edwards
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0CO
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd081632
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt018631
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt019024
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd0false
IRS990EZ/ContributionsGiftsGrantsEtcAmt088004
IRS990EZ/CostOfGoodsSoldAmt00
IRS990EZ/CostOrOtherBasisExpenseSaleAmt00
IRS990EZ/DonorAdvisedFndsInd0false
IRS990EZ/EngagedInExcessBenefitTransInd0false
IRS990EZ/ExcessOrDeficitForYearAmt0393
IRS990EZ/FeesAndOtherPymtToIndCntrctAmt01098
IRS990EZ/FiledScheduleAInd0true
IRS990EZ/ForeignFinancialAccountInd0false
IRS990EZ/ForeignOfficeInd0false
IRS990EZ/Form1120PolFiledInd0false
IRS990EZ/Form720FiledInd0false
IRS990EZ/Form990TotalAssetsGrp/BOYAmt018631
IRS990EZ/Form990TotalAssetsGrp/EOYAmt019024
IRS990EZ/FundraisingGrossIncomeAmt028799
IRS990EZ/GrantsAndSimilarAmountsPaidAmt0108631
IRS990EZ/GrossReceiptsAmt0116803
IRS990EZ/GrossReceiptsForPublicUseAmt00
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/InfoInScheduleOPartVInd0X
IRS990EZ/InitiationFeesAndCapContriAmt00
IRS990EZ/LobbyingActivitiesInd0false
IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MethodOfAccountingCashInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt018631
IRS990EZ/NetAssetsOrFundBalancesEOYAmt019024
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt018631
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt019024
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt010.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt11.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt21.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0Pemba Sherpa
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1Joann Carhart Levy
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2Dana Dunbar
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0Executive Dir.
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1Vice President
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2Treasurer
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationFiled990TInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherExpensesTotalAmt01843
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0To help repair and rebuild the communities in Nepal affected by the 2015 earthquake disaster.
IRS990EZ/PrintingPublicationsPostageAmt01011
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0Traveled to Nepal with small team and building supplies to rebuild/repair approximately 98 homes in 2015.
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt0108631
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/RelatedOrgSect527OrgInd0false
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SchoolOperatingInd0false
IRS990EZ/SpecialEventsDirectExpensesAmt03827
IRS990EZ/SpecialEventsNetIncomeLossAmt024972
IRS990EZ/StatesWhereCopyOfReturnIsFldCd0CO
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TotalExpensesAmt0112583
IRS990EZ/TotalProgramServiceExpensesAmt0108631
IRS990EZ/TotalRevenueAmt0112976
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990EZ/WebsiteAddressTxt0sherpafoundation.org
IRS990ScheduleA/AmountsRcvdDsqlfyPersonGrp/TotalAmt00
IRS990ScheduleA/First5Years509Ind0X
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearAmt088004
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus1YearAmt0125183
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/TotalAmt0213187
IRS990ScheduleA/GovtFurnSrvcFcltsVl509Grp/TotalAmt00
IRS990ScheduleA/GrossInvestmentIncome509Grp/TotalAmt00
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/TotalAmt00
IRS990ScheduleA/GrossReceiptsNonUnrltBusGrp/TotalAmt00
IRS990ScheduleA/InvestmentIncomeCYPct00.00000
IRS990ScheduleA/NetIncomeFromOtherUBIGrp/TotalAmt00
IRS990ScheduleA/OtherIncome509Grp/TotalAmt00
IRS990ScheduleA/Post1975UBTIGrp/TotalAmt00
IRS990ScheduleA/PubliclySupportedOrg509a2Ind0X
IRS990ScheduleA/PublicSupportCY509Pct00.00000
IRS990ScheduleA/PublicSupportTotal509Amt0213187
IRS990ScheduleA/SubstantialContributorsAmtGrp/TotalAmt00
IRS990ScheduleA/TaxRevLeviedOrgnztnlBnft509Grp/TotalAmt00
IRS990ScheduleA/Total509Grp/CurrentTaxYearAmt088004
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus1YearAmt0125183
IRS990ScheduleA/Total509Grp/TotalAmt0213187
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearAmt088004
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus1YearAmt0125183
IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt0213187
IRS990ScheduleG/FundraisingEventInformationGrp/DirectExpenseSummaryEventsAmt03827
IRS990ScheduleG/FundraisingEventInformationGrp/Event1Nm0Annual fundraiser
IRS990ScheduleG/FundraisingEventInformationGrp/FoodAndBeverageEvent1Amt03827
IRS990ScheduleG/FundraisingEventInformationGrp/FoodAndBeverageTotalEventsAmt03827
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent1Amt028799
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsTotalAmt028799
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueEvent1Amt028799
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueTotalEventsAmt028799
IRS990ScheduleG/FundraisingEventInformationGrp/NetIncomeSummaryAmt024972
IRS990ScheduleG/SupplementalInformationDetail/ExplanationTxt0Annual Fundraiser
IRS990ScheduleG/SupplementalInformationDetail/FormAndLineReferenceDesc0Part I, Line 2b - Fundraiser Additional Information
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0Class of Activity: Program support | Cash Amount Given: $108631
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1Advertising and Promotion $719
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2Conferences, Conventions, and Meetings $1064
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3Meals and entertainment $60
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Grants and Similar Amounts Paid In Excess of $5,000.1
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Other Expenses.1001
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Other Expenses.1007
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3Other Expenses.3
ReturnHeader/BuildTS02017-02-10 21:41:12Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0Pemba Sherpa
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0Executive Director
ReturnHeader/BusinessOfficerGrp/SignatureDt02017-06-26
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0Sherpa Foundation
ReturnHeader/Filer/BusinessNameControlTxt0SHER
ReturnHeader/Filer/EIN0473874781
ReturnHeader/Filer/PhoneNum09703905566
ReturnHeader/Filer/USAddress/AddressLine1Txt0PO Box 2737
ReturnHeader/Filer/USAddress/CityNm0Edwards
ReturnHeader/Filer/USAddress/StateAbbreviationCd0CO
ReturnHeader/Filer/USAddress/ZIPCd081632
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0Vail Tax & Accounting Inc
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0PO Box 5940
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0Avon
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0CO
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd081620
ReturnHeader/PreparerPersonGrp/PhoneNum09709495383
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Sara Fahrney
ReturnHeader/ReturnTs02017-06-26T17:35:57-07:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02016-01-01
ReturnHeader/TaxPeriodEndDt02016-12-31
ReturnHeader/TaxYr02016

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2016 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$19,024
Liabilities
-
Net assets
$19,024
Revenue
$112,976
Expenses
$112,583
Net income
$393
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2023Detailed filing. Detailed filing data is available for this year.$0.19$0.19$0.03$0.01$0.02
2021Detailed filing. Detailed filing data is available for this year.$0.32$0.32$0.15$0.06$0.09
2020Detailed filing. Detailed filing data is available for this year.$0.23$0.23$0.30$0.29$0.01
2019Detailed filing. Detailed filing data is available for this year.$0.22$0.22$0.30$0.44$0.14
2018Detailed filing. Detailed filing data is available for this year.$0.36$0.36$0.59$0.39$0.20
2017Detailed filing. Detailed filing data is available for this year.$0.17$0.17$0.55$0.58$0.02
2016Detailed filing. Detailed filing data is available for this year.$0.19$0.19$1.13$1.13$0.00
2015Detailed filing. Detailed filing data is available for this year.$0.19$0.19$1.25$1.07$0.19