Civic Intelligence

Scharp Lacy Research Institute

EIN 20-5582067 • 501(c)3 • Aliso Viejo, CA

Profile

The scharp lacy-research institute is devoted to provide the environment and resources for its investigators to focus on outcome based diabetes research.

27402 Aliso Viejo PkwyAliso Viejo, CA 92656

www.scharplacy.org

Siviq Scores

Precomputed percentiles relative to similar nonprofits. These scores are descriptive rather than judgmental.

Liabilities / Assets

Score unavailable

No value available

Liabilities-to-assets requires both liabilities and assets on the latest valid filing.

Source year 2023

Liabilities / Revenue

76th percentile

0.03x

Higher debt load relative to revenue than 76% of similar nonprofits.

501(c)3 • <$500k nonprofits • Source year 2023

Net Margin

40th percentile

-2.2%

Higher net margin than 40% of similar nonprofits.

501(c)3 • <$500k nonprofits • Source year 2023

Top Officer Pay

81st percentile

$0

Higher top officer pay than 81% of similar nonprofits.

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

501(c)3 • <$500k nonprofits • Source year 2023

Asset Growth

10th percentile

-100%

Faster asset growth than 10% of similar nonprofits.

501(c)3 • <$500k nonprofits • Annualized from 2022 to 2023

Revenue Growth

14th percentile

-62%

Faster revenue growth than 14% of similar nonprofits.

501(c)3 • <$500k nonprofits • Annualized from 2022 to 2023

Balance Sheet
Liabilities / AssetsScore unavailable

Assets

Down

$0

Down $268 (-100%) from 2022

Liabilities

Up

$3,897

Up $2,402 (+161%) from 2022

Net Assets

Down

-$3,897

Down $2,670 (-218%) from 2022

Operations
Liabilities / Revenue76th percentileNet Margin40th percentile

Revenue

Down

$122,691

Down $199,687 (-62%) from 2022

Expenses

Down

$125,361

Down $198,912 (-61%) from 2022

Net Income

Down

-$2,670

Down $775 (-41%) from 2022

Trend Graphs

Balance Sheet Trend

Asset Growth10th percentile

Grouped bars show assets, liabilities, and net assets across loaded filings.

$150K$100K$50K$0-$50KAssets 2012: $81,990Liabilities 2012: $80,400Net Assets 2012: $1,5902012Assets 2013: $49,496Liabilities 2013: $46,080Net Assets 2013: $3,4162013Assets 2014: $32,082Liabilities 2014: $0Net Assets 2014: $32,0822014Assets 2015: $30,545Liabilities 2015: $0Net Assets 2015: $30,5452015Assets 2016: $124,878Liabilities 2016: $0Net Assets 2016: $124,8782016Assets 2017: $17,863Liabilities 2017: $3,020Net Assets 2017: $14,8432017Assets 2018: $66,330Liabilities 2018: $65,062Net Assets 2018: $1,2682018Assets 2019: $2,728Liabilities 2019: $0Net Assets 2019: $2,7282019Assets 2020: $863Liabilities 2020: $0Net Assets 2020: $8632020Assets 2021: $668Liabilities 2021: $0Net Assets 2021: $6682021Assets 2022: $268Liabilities 2022: $1,495Net Assets 2022: -$1,2272022Assets 2023: $0Liabilities 2023: $3,897Net Assets 2023: -$3,8972023

Highlighted filing

2023

Assets$0
Liabilities$3,897
Net Assets-$3,897
Open 2023 Filing

Operations Trend

Revenue Growth14th percentile

Revenue, expenses, and net income by year, with the latest filing highlighted.

$600K$400K$200K$0-$200KRevenue 2012: $581,611Expenses 2012: $580,306Net Income 2012: $1,3052012Revenue 2013: $465,494Expenses 2013: $464,468Net Income 2013: $1,0262013Revenue 2014: $462,716Expenses 2014: $434,050Net Income 2014: $28,6662014Revenue 2015: $333,742Expenses 2015: $335,279Net Income 2015: -$1,5372015Revenue 2016: $489,220Expenses 2016: $394,887Net Income 2016: $94,3332016Revenue 2017: $439,423Expenses 2017: $549,458Net Income 2017: -$110,0352017Revenue 2018: $401,126Expenses 2018: $414,701Net Income 2018: -$13,5752018Revenue 2019: $435,767Expenses 2019: $434,307Net Income 2019: $1,4602019Revenue 2020: $340,121Expenses 2020: $341,986Net Income 2020: -$1,8652020Revenue 2021: $413,946Expenses 2021: $414,141Net Income 2021: -$1952021Revenue 2022: $322,378Expenses 2022: $324,273Net Income 2022: -$1,8952022Revenue 2023: $122,691Expenses 2023: $125,361Net Income 2023: -$2,6702023

Highlighted filing

2023

Revenue$122,691
Expenses$125,361
Net Income-$2,670
Open 2023 Filing

Filings

Most recent year

2023 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$0
Liabilities
$3,897
Net assets
-$3,897
Revenue
$122,691
Expenses
$125,361
Net income
-$2,670
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2023Detailed filing. Detailed filing data is available for this year.$0.00$0.04$0.04$1.23$1.25$0.03
2022Detailed filing. Detailed filing data is available for this year.$0.00$0.01$0.01$3.22$3.24$0.02
2021Detailed filing. Detailed filing data is available for this year.$0.01$0.00$0.01$4.14$4.14$0.00
2020Detailed filing. Detailed filing data is available for this year.$0.01$0.00$0.01$3.40$3.42$0.02
2019Detailed filing. Detailed filing data is available for this year.$0.03$0.00$0.03$4.36$4.34$0.01
2018Detailed filing. Detailed filing data is available for this year.$0.66$0.65$0.01$4.01$4.15$0.14
2017Detailed filing. Detailed filing data is available for this year.$0.18$0.03$0.15$4.39$5.49$1.10
2016Detailed filing. Detailed filing data is available for this year.$1.25$0.00$1.25$4.89$3.95$0.94
2015Detailed filing. Detailed filing data is available for this year.$0.31$0.00$0.31$3.34$3.35$0.02
2014Detailed filing. Detailed filing data is available for this year.$0.32$0.00$0.32$4.63$4.34$0.29
2013Summary only. Only limited summary data is available for this year.$0.49$0.46$0.03$4.65$4.64$0.01
2012Summary only. Only limited summary data is available for this year.$0.82$0.80$0.02$5.82$5.80$0.01
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jan 1, 2023 to Dec 31, 2023
Signed
May 6, 2024
Return Version
2023v5.0
Gross Receipts
$122,691
Mission and Program Overview

Mission

The scharp lacy-research institute is devoted to provide the environment and resources for its investigators to focus on outcome based diabetes research.

The primary purpose is to collect and receive contributions for use in scientific research, primarily diabetes treatments.

Balance Sheet Detail
LineBeginningEndChange
Assets
Loans From Officers Directors$1,495$3,897▲ $2,402
Cash and Non-Interest-Bearing Accounts$268$0▼ $268
Cap Stk Tr Prin Current Funds$200$200→ $0
Pd in Cap Srpls Land Bldg Eqp Fund$85$85→ $0
Savings and Temporary Cash Investments-$0-
Accounts Receivable-$0-
Other Notes and Loans Receivable, Net-$0-
Pledges and Grants Receivable-$0-
Receivable From Disqualified Prsn-$0-
Receivables From Officers Etc-$0-
Investments Other Securities-$0-
Investments Program Related-$0-
Investments in Publicly Traded Securities-$0-
Land, Buildings, and Equipment, Net-$0-
Intangible Assets-$0-
Inventories for Sale or Use-$0-
Prepaid Expenses and Deferred Charges-$0-
Rtn Earn Endowment Incm Other Fnds$-1,512$-4,182▼ $2,670
Total Assets$268$0▼ $268
Other Assets Total-$0-
Liabilities
Total Liabilities$1,495$3,897▲ $2,402
Net Assets / Fund Balance
Total Net Assets Fund Balance$-1,227$-3,897▼ $2,670
Total Liabilities and Net Assets / Fund Balance$268$0▼ $268
Compensation and Service Providers
Top Officer Pay81st percentile

Board Members and Trustees

NameTitle
Orion Hegre PhdBoard of Directors-chair
Reverend Mark FeldmeirBoard of Directors-member
Roy MccordBoard of Directors-member
David W Scharp MdScientific Director
Paul LattaSecretary

Highest Paid Contractors

ContractorServicesLocationCompensation
Prodo Laboratories INCResearch Personnel And Materials27402 ALISO VIEJO PKWY, Aliso Viejo, CA 92656$122,691
Revenue and Support

Revenue Composition

Contributions and Grants
$122,691
Program Service Revenue
$0
Investment Income
$0
Other Revenue
$0
Change in Net Assets
$-2,670
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$125,361
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Fees for Services Other$122,691--$122,691
Fees for Services Accounting-$2,450-$2,450
Other Expenses-$100-$100
Total Functional Expenses$122,691$2,670$0$125,361
Fundraising, Events, and Gaming
Fundraising activities
No
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Professional Fundraising Fees$0
Political and Lobbying Activity
Political campaign activity
No
Lobbying activity
No
Subject to proxy tax
No
Insider Transactions and Loans

Interested-Person Transactions

Interested PartyRelationshipDescriptionShared RevenueAmount
-Scientific Director of Scharp-lacy Is a Shareholder in Prodo Laboratories.Prodo Laboratories, Inc. Provides Research Employees and Materials to the Scharp-lacy Research Institute.No$122,691

Loans and Receivables

Line ItemBeginningEndChange
Loans from Officers, Directors, Trustees, and Key Employees$1,495$3,897▲ $2,402
Receivables from Disqualified Persons-$0-
Receivables from Officers, Directors, Trustees, and Key Employees-$0-
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
No
Business relationship with 35% controlled entity
Yes
Business relationship with family members
No
Business relationship with organization members
No
Material changes to governing documents
No
Compensation from other sources disclosed
No
CEO compensation reviewed
No
Other officer compensation reviewed
No
Conflict-of-interest policy
Yes
Audited financial statements prepared
No
Key decisions subject to board approval
No
Management duties delegated
No

Governance Explanations

Form 990, Part VI, Section B, Line 11B

“A copy of the 990 was submitted to the scientific director and board of directors to review.”

Form 990, Part VI, Section C, Line 19

“The tax returns will be available on the office of the attorney general (ca) website.”

Filing and Contact Details

Filer

Filer Name
Scharp Lacy Research Institute
EIN
20-5582067
Phone
9497271972
Address
27402 ALISO VIEJO PKWY, ALISO VIEJO, CA 92656

Signing Officer

Name
David Scharp
Title
Scientific Director
Phone
9497271972
Signed
2024-05-06
Discuss with paid preparer
Yes

Organization Details

Principal Officer
David Scharp
Formed
2006
Legal Domicile
CA
Voting Board Members
3
Independent Board Members
3
Employees
0
Volunteers
0

Preparer

Firm
Windes Inc
Address
2050 MAIN ST STE 1300, IRVINE, CA 92614
Preparer
Robin Massingale
Phone
9498529433
Supplemental Narrative

Additional Explanations

Form 990, Part IX, Line 11G

“Contract services:outside contract: program service expenses 122,691. Management and general expenses 0. Fundraising expenses 0. Total expenses 122,691.”

Raw XML Appendix354 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.

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IRS990ScheduleL/BusTrInvolveInterestedPrsnGrp/NameOfInterested/BusinessName/BusinessNameLine1Txt0PRODO LABORATORIES INC
IRS990ScheduleL/BusTrInvolveInterestedPrsnGrp/RelationshipDescriptionTxt0SCIENTIFIC DIRECTOR OF SCHARP-LACY IS A SHAREHOLDER IN PRODO LABORATORIES.
IRS990ScheduleL/BusTrInvolveInterestedPrsnGrp/SharingOfRevenuesInd00
IRS990ScheduleL/BusTrInvolveInterestedPrsnGrp/TransactionAmt0122691
IRS990ScheduleL/BusTrInvolveInterestedPrsnGrp/TransactionDesc0PRODO LABORATORIES, INC. PROVIDES RESEARCH EMPLOYEES AND MATERIALS TO THE SCHARP-LACY RESEARCH INSTITUTE.
IRS990ScheduleL/LoansBtwnOrgInterestedPrsnGrp/BalanceDueAmt03897
IRS990ScheduleL/LoansBtwnOrgInterestedPrsnGrp/BoardOrCommitteeApprovalInd01
IRS990ScheduleL/LoansBtwnOrgInterestedPrsnGrp/BusinessName/BusinessNameLine1Txt0PRODO LABORATORIES INC
IRS990ScheduleL/LoansBtwnOrgInterestedPrsnGrp/DefaultInd00
IRS990ScheduleL/LoansBtwnOrgInterestedPrsnGrp/LoanPurposeTxt0ACCOUNTING FEES
IRS990ScheduleL/LoansBtwnOrgInterestedPrsnGrp/LoanToOrganizationInd0X
IRS990ScheduleL/LoansBtwnOrgInterestedPrsnGrp/OriginalPrincipalAmt00
IRS990ScheduleL/LoansBtwnOrgInterestedPrsnGrp/RelationshipWithOrgTxt0SCIENTIFIC DIRECTOR
IRS990ScheduleL/LoansBtwnOrgInterestedPrsnGrp/WrittenAgreementInd01
IRS990ScheduleL/TotalBalanceDueAmt03897
IRS990ScheduleN/AssetsDistributedInd01
IRS990ScheduleN/AttorneyGeneralNotifiedInd01
IRS990ScheduleN/BondsOutstandingInd00
IRS990ScheduleN/DirectorOfSuccessorInd00
IRS990ScheduleN/EmployeeOfSuccessorInd00
IRS990ScheduleN/LiabilitiesPaidInd01
IRS990ScheduleN/OwnerOfSuccessorInd00
IRS990ScheduleN/ReceiveCompensationInd00
IRS990ScheduleN/RequiredToNotifyAGInd01
IRS990/ScheduleORequiredInd01
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0A COPY OF THE 990 WAS SUBMITTED TO THE SCIENTIFIC DIRECTOR AND BOARD OF DIRECTORS TO REVIEW.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1THE TAX RETURNS WILL BE AVAILABLE ON THE OFFICE OF THE ATTORNEY GENERAL (CA) WEBSITE.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2CONTRACT SERVICES:OUTSIDE CONTRACT: PROGRAM SERVICE EXPENSES 122,691. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 122,691.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990, PART VI, SECTION B, LINE 11B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990, PART VI, SECTION C, LINE 19
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990, PART IX, LINE 11G
IRS990/SchoolOperatingInd00
IRS990/SignificantChangeInd00
IRS990/SignificantNewProgramSrvcInd00
IRS990/StatesWhereCopyOfReturnIsFldCd0CA
IRS990/SubjectToExcsTaxNetInvstIncInd00
IRS990/SubjectToProxyTaxInd00
IRS990/SubjToTaxRmnrtnExPrchtPymtInd00
IRS990/TaxablePartyNotificationInd00
IRS990/TaxExemptBondsInd00
IRS990/TerminateOperationsInd01
IRS990/TotalAssetsBOYAmt0268
IRS990/TotalAssetsEOYAmt00
IRS990/TotalAssetsGrp/BOYAmt0268
IRS990/TotalAssetsGrp/EOYAmt00
IRS990/TotalCompGreaterThan150KInd00
IRS990/TotalContributionsAmt0122691
IRS990/TotalEmployeeCnt00
IRS990/TotalFunctionalExpensesGrp/FundraisingAmt00
IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt02670
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt0122691
IRS990/TotalFunctionalExpensesGrp/TotalAmt0125361
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesBOYAmt01495
IRS990/TotalLiabilitiesEOYAmt03897
IRS990/TotalLiabilitiesGrp/BOYAmt01495
IRS990/TotalLiabilitiesGrp/EOYAmt03897
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt0-1227
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt0-3897
IRS990/TotalOtherCompensationAmt00
IRS990/TotalProgramServiceExpensesAmt0122691
IRS990/TotalReportableCompFromOrgAmt00
IRS990/TotalRevenueGrp/ExclusionAmt00
IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt00
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt0122691
IRS990/TotalRevenueGrp/UnrelatedBusinessRevenueAmt00
IRS990/TotalVolunteersCnt00
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt0268
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt00
IRS990/TotReportableCompRltdOrgAmt00
IRS990/TrnsfrExmptNonChrtblRltdOrgInd00
IRS990/TypeOfOrganizationCorpInd0X
IRS990/UnrelatedBusIncmOverLimitInd00
IRS990/USAddress/AddressLine1Txt027402 ALISO VIEJO PKWY
IRS990/USAddress/CityNm0ALISO VIEJO
IRS990/USAddress/StateAbbreviationCd0CA
IRS990/USAddress/ZIPCd092656
IRS990/VotingMembersGoverningBodyCnt03
IRS990/VotingMembersIndependentCnt03
IRS990/WebsiteAddressTxt0HTTP://WWW.SCHARPLACY.ORG
IRS990/WhistleblowerPolicyInd00
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/AuthenticationAssuranceLevelCd0AAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/IdentityAssuranceLevelCd0IAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/TrustedCustomerCd02
ReturnHeader/BuildTS02023-04-26 12:10:37Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0DAVID SCHARP
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0SCIENTIFIC DIRECTOR
ReturnHeader/BusinessOfficerGrp/PhoneNum09497271972
ReturnHeader/BusinessOfficerGrp/SignatureDt02024-05-06
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0SCHARP LACY RESEARCH INSTITUTE
ReturnHeader/Filer/BusinessNameControlTxt0SCHA
ReturnHeader/Filer/EIN0205582067
ReturnHeader/Filer/PhoneNum09497271972
ReturnHeader/Filer/USAddress/AddressLine1Txt027402 ALISO VIEJO PKWY
ReturnHeader/Filer/USAddress/CityNm0ALISO VIEJO
ReturnHeader/Filer/USAddress/StateAbbreviationCd0CA
ReturnHeader/Filer/USAddress/ZIPCd092656
ReturnHeader/IRSResponsiblePrtyInfoCurrInd01
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0953001179
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0WINDES INC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt02050 MAIN ST STE 1300
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0IRVINE
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0CA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd092614
ReturnHeader/PreparerPersonGrp/PhoneNum09498529433
ReturnHeader/PreparerPersonGrp/PreparationDt02024-05-06
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0ROBIN MASSINGALE
ReturnHeader/ReturnTs02024-05-08T16:04:26-05:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0DAVID
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0SCHARP
ReturnHeader/TaxPeriodBeginDt02023-01-01
ReturnHeader/TaxPeriodEndDt02023-12-31
ReturnHeader/TaxYr02023

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