SCOPE (Sarasota County Openly Plans for Excellence)
1226 N Tamiami Trl Ste 202
Sarasota FL 34236
Mission
SCOPE connects and inspires citizens to create a better community
Leadership
CEO/Executive Director Mr. John McCarthy
Board Chair Tom Tryon
Board Chair Affiliation Herald Tribune
General Info
Tax Exempt Status Public Supported Charity
Incorporation Year 2001
Awarded competitive grant from Community Foundation in the last 5 years? Yes
State Charitable Solicitations Permit Yes Dec 2016
State Registration Yes 0
IRS Letter of Determination
View
Financial Summary
 
 
Projected Revenue $267,498.00
Projected Expenses $314,898.00
Impact Statement

1. Accomplishments

Enhanced public access to SCOPE data, study reports and other community resources via a new website.    www.scopesarasota.org

Expanded the use of the Results Scorecard to serve the needs of local initiatives such as the Greater Sarasota Chamber of Commerce "Talent for Tomorrow" initiative and the Sarasota County Human Services Indicator project.  
 
To make community data even more accessible to the public, SCOPE has added the capability of creating data-rich info-graphics that can summarize critical data with number and graphics. 
 
SCOPE formed a new partnership with the Downtown Sarasota Condominium Association and assisted in the presentation of two community forums on the topics of Optimal Aging and The Economic Future of Downtown Sarasota.
 
SCOPE supported the Community Alliance through administrative support and facilitation. The Community Alliance is a working group of health and human service agencies, organizations and funders. health.

2. Goals

Host a series of community presentations to enhance awareness of the resources available within the new website and conduct a series of community workshops to promote sustainability issues, achievements and opportunities within the community. 

Complete work on the Human Services Scorecard to provide a useful tool for understanding the trends and goals associated with a broad range of human services.  
 
Increase assistance to other non-profits by buiding their capacity through the use of data and data tools.
 
Conduct a scan of community issues requiring research and focus and identify opportunities for positive community change.
 
Continue to learn and share as a part of the Aspirations to Actions team and engage people in discussions about their aspirations for the community, what needs to change and how they can get involved.

 

 

   

Needs Statement

1. Sponsor a study group project and report on a local topic of community importance. $30,000 

2. Sponsor a Student Internship – Engage a local college student in community data and community engagement.  Inspire youth to get involved in the community. $3,000 - $8,000
 
3. Customized Info-graphic - Fund the creation of a info-graphic for a specific organization or initiative.  $2000
 
4.  Share Community Report Cards – Get SCOPE data into the hands of the community through printed books $2000
 
5.Sponsor the Community Alliance – Help SCOPE provide administrative support to the Community Alliance, a county-wide working group of health and human service providers who work together to create positive outcomes in the community. $5000
 

 

 


 


Background Statement

Seeking a better way to address emergent issues, community leaders in Sarasota sought a means to bring greater civility to community discourse and public policy discussions. Finding a non-profit model in the Jacksonville Community Council Inc., our founders created Sarasota     County Openly Plans for Excellence (SCOPE) to harness both objective data and the wisdom of our residents inspire citizens to enhance the quality of life and development of the entire County.

Since its founding, SCOPE has convened study groups, has produced data rich Community Report Cards and has developed citizen leadership through the Grass Roots Leadership Initiative. SCOPE has delved into issues such as race and ethnicity, transportation and aging with dignity and independence.

Throughout its history, SCOPE has been a consultant to foundations, non-profits and local government. This work has allowed a deeper understanding of our community. SCOPE continues to serve as a consultant, bringing together the wisdom of people – with objective community data - to serve the specific needs of clients. Through this work we help others achieve their goals – while embracing our mission “to connect and inspire citizens to create a better community.”

Past Projects

Since it began, SCOPE has produced eight issue-based Community Reports (2002-2009), composed six Community Report Cards, created several Stories Project documentary films, produced People Count (2003) and People Count – Race and Ethnicity (2005), convened the Winter Forum on Aging (2007 through 2011) and the Summit for Environmental Action (2008). SCOPE helped to seed new programs such as the Nonprofit Resource Center, the Hispanic Latino Coalition and the Sarasota Coalition on Substance Abuse.

Impacts

SCOPE provides tools that allow our community to understand ourselves better. In recent years, data analyzed and presented by SCOPE has enhanced the value of initiatives related to education, economy and transportation. SCOPE led study groups have helped the community to recognize and address major issues and opportunities. Leaders developed under the Grassroots Leadership Initiative have become role models in the community. Community reports and report cards have focused attention in targeted areas and have resulted in several spin off programs that continue to serve the community.

Areas Served
Areas Served
Area
FL- Sarasota
Areas Served Comments
SCOPE focuses our work on geography of Sarasota County and also has the capability to provide services to adjacent counties, such as Charlotte and Manatee.
Service Categories
Primary Org Type Community Improvement, Capacity Building
Secondary Org Type
Tertiary Org Type
Statement from the Board Chair/Board President

As the Chair of the Board of Directors, I am excited by our new board members and by the accomplishments of our talented staff team. The response to SCOPE’s work has been exhibited in excellent attendance at events and positive feedback on our info-graphics and Results Scorecards.  As we adopt new technologies, like our new Results Scorecard software, we will be in a stronger position to assist with community issues and document the success of various partnerships. I’m particularly proud of our partnership with the Face to Face Foundation – a student-led process of civic engagement – a natural collaboration that has enhanced our community engagement processes. 

SCOPE was formed out of a desire to better understand our community, to provide fertile ground for addressing issues, and cultivate civic leadership for positive community change. This direction is embodied in our mission “to connect and inspire citizens to create a better community.”

We are thankful for our community partners, citizens, businesses, local governments, non-profit organizations and foundations. The broad range of supporters provides a diverse perspective on community issues, and stimulates new opportunities for engagement in the community.

Statement from the CEO/Executive Director

SCOPE’s value in the community has been enhanced through our new resource-rich website that brings together all of the work of SCOPE since it's founding in 2001.  Our new Results Scorecard provides a way to connect various efforts toward "turning the curve" as we move forward with positive community change.  

SCOPE continues to benefit from the talent of graduates from New College of Florida.  Staff members Juliana Musheyev and Leah Duncan have been enhancing SCOPE's capabilities with info-graphics, results scorecards and Juliana developed the new SCOPE website. We look forward to enhanced partnerships with volunteers and interns from New College. 

Today, with “big data” spinning all around us – it is still important to hone in on critical data, enhanced with open engagement to inform and inspire a community. This is the essential work of SCOPE, and yet it is just a part of the work we do each day. From engaging with a group of concerned citizens, to connecting partners, to helping people understand data – each day leads to a greater understanding of the community and the opportunity to inspire opportunities to make Sarasota County better. As a mission driven organization we depend upon our partners and supporters to fuel our work, and we invite you to be a part of SCOPE’s mission – “to analyze, engage and report”.

Programs
Description

The SCOPE Community Data Campaign is designed to present data so that the community can better understand what is happening in Sarasota County. The data reflect trends across many facets of community life, such as the state of the education system, the economy, and health, to name a few. Community data highlights strengths and weaknesses in a community and can be directed to inform both effective dialogue and effective action concerning the future of Sarasota County. . Like the gas gauge of a car, community indicators show us information that we cannot see directly, but is still important to us. While they are not a comprehensive illustration of an issue, they do tell one part of the story.

Community data can:

· Help policy makers make informed decisions

· Initiate and inform dialogue about the community
· Highlight positive trends so that they may be maintained
· Detect negative trends early so that they may be addressed

Budget $150,000
Category Community Development, General/Other
Program Linked to Organizational Strategy Yes
Population Served General/Unspecified
Short Term Success

In September 2014, SCOPE completed the Community Report Card and Human Services Needs Assessment.

Long Term Success

Engaged residents will have easy access to community data through the online and printed versions of the SCOPE reports. Community leaders, citizens, and organizations will use this data to make informed decisions and positive changes in the community.

Program Success Monitoring

Success will be monitored by web activity including number of users, feedback through social media, utilization of data and creation of new community programs, business development, etc. As well, SCOPE will pay attention to activity in the community to see if engagement around community issues has inspired action.

Program Success Examples

SCOPE completed the 2014 Community Report Card, which has been widely used to understand and influence changes and trends in the community.

Description

As SCOPE openly plans for excellence, the Board of Directors continues to support and promote opportunities for community engagement as the key mechanism to connect and inspire citizens to create a better community. SCOPE’s engagement strategy includes reaching out to key partners to share updates on SCOPE’s current community building work and to enhance the processes and skills offered by SCOPE. From SCOPE’s “outward thinking” perspective, our work has the potential to change the way our community approaches issues and the way it develops innovative and collaborative partnerships that may not have been otherwise realized. This year one of our focus areas is the natural environment in Sarasota, and sustainability efforts by groups and individuals.

Budget $75,000
Category Community Development, General/Other Community Development, General/Other
Program Linked to Organizational Strategy Yes
Population Served General/Unspecified General/Unspecified General/Unspecified
Short Term Success

The Community Engagement program team will reach out to key partners to share updates on SCOPE’s current community building work, and will explore and enhance the processes and skills offered by SCOPE.

Long Term Success

The Community Engagement program is designed to inform and reinforce SCOPE’s direction, establish priorities and open lines of communication with key partners and the community.

Program Success Monitoring

Notes, interviews, community feedback and reporting.

Program Success Examples

SCOPE will have identified issues in the community that are important to residents and their quality of life. New programs and initiatives will be started by SCOPE and others in the community based on the information that has been gathered. SCOPE’s team of trained community engagement facilitators are highly valued in the community.

Comments
Program Comments by Organization

SCOPE continues to build the infrastructure needed to analyze, report and engage citizens around data to address community issues and discover opportunities for positive community change. Our new website allows easy access to a wealth of community-based work facilitated by SCOPE over the past 15 years.  Our Results Scorecards allow a way to display numeric data and trends, with narrative descriptions, links to data sources and a wide variety of supporting documents.  Moreover, the scorecards provide an opportunity to link actions with community outcomes and aspirations, and share the power of partnerships. By offering our services to other non-profits, with scorecards and info-graphics, we can help others tell their story with data in compelling ways.


 

CEO/Executive Director
CEO/Executive Director Mr. John McCarthy
CEO Term Start Feb 2013
CEO/Executive Director Email jmccarthy@scopexcel.org
Experience
John McCarthy, BS (organizational management), Goshen College, Indiana. John served Sarasota County Government in several capacities for over 32 years, retiring in 2012.  John is most well known for his role as Sarasota County Historian and as General Manager of Parks and Recreation.  John's experience includes supervision, management, leadership, budget development, performance management, employee development, public speaking, conflict resolution, community and park planning and concensus building. In addition to his work for local government, John has served as a Board Member and President of the non-profit Historical Society of Sarasota County, and has served as Trustee and President of the Florida Recreation and Parks Association Foundation.  In addition to his professional roles, John is a published writer focusing on nature, heritage and community.  John is also a skilled woodworker, a milkshake stylist and an avid cyclist.   
Former CEOs/Executive Directors
NameTerm
Tim C. Dutton Apr 2001 - July 2012
Senior Staff
NameTitle
Staff & Volunteer Statistics
Full Time Staff 3
Part Time Staff 1
Staff Retention Rate % 100
Professional Development Yes
Contractors 1
Volunteers 2
Management Reports to Board Yes
CEO/Executive Director Formal Evaluation Yes
Senior Management Formal Evaluation No
Non-Management Formal Evaluation N/A
Collaborations
Greater Sarasota Chamber of Commerce Talent for Tomorrow initiative
Local College Access Network
Downtown Sarasota Condominium Association
Newtown Historic Conservation District Project  
Sarasota County Community Alliance  
Aspirations to Actions initiative (sponsored by The Patterson Foundation)
External Assessments and Accreditations
Assessment/AccreditationYear
Risk Management Provisions
Government Licenses
Organization Licensed by the Government No
Plans
Fundraising Plan No
Communication Plan No
Strategic Plan No
Strategic Plan Years 2
Strategic Plan Adopted Nov 2013
Management Succession Plan Yes
Continuity of Operations Plan No
Policies
Nondiscrimination Policy No
Whistle Blower Policy Yes
Document Destruction Policy Yes
Directors and Officers Insurance Policy No
Policies and Procedures No
Comments
Management Comments by Organization

Talent - During the past year the SCOPE team has included staff, contracted consultants, interns and volunteers.  New College has become a primary source of talent, with two New College graduates working with SCOPE as employees during 2015. While two of the graduates have gone on to other ventures, they created a pipeline of New College talent that continues to fuel our work. 

Board Chair
Board Chair Tom Tryon
Company Affiliation Herald Tribune
Board Term July 2016 to June 2017
Board Chair Email tom.tryon@heraldtribune.com
Board Members
Board Members
NameAffiliation
Rev. Glen Bell First Presbyterian Church
John Dart Adams & Reese
Hon. Lee Haworth court system
Robert Lane Kerkering Barberio & Co., P.A.
Mr. Bruz Noel Kimley Horn
Tracy Seider RE/MAX Alliance Group
David Sessions Willis A. Smith Construction, Inc.
Kayla Shelley CYD STAR (Students Taking Active Roles)
Thomas Tryon Herald Tribune Media Group
Norman Vaughn-Birch Kirk Pinkerton, P.A.
Student serving on the board through Community Youth Development? Yes
Constituency Includes Client Representation No
Board Ethnicity
African American/Black 1
Asian American/Pacific Islander 0
Caucasian 9
Hispanic/Latino 0
Native American/American Indian 0
Other 0 0
Board Gender
Male 8
Female 2
Unspecified 0
Governance
Board Term Lengths 3
Board Term Limits 3
Board Orientation Yes
Number of Full Board Meetings Annually 9
Board Meeting Attendance % 85
Board Self-Evaluation Yes
Written Board Selection Criteria No
Board Conflict of Interest Policy Yes
% of Board Making Monetary Contributions 70
% of Board Making In-Kind Contributions 7
Standing Committees
Board Governance
Finance
Communications / Promotion / Publicity / Public Relations
Comments
Governance Comments by Organization

During the past year SCOPE has expanded the board of directors by adding three new members.  

Board meetings have included presentations by staff on new data tools, the new website and new ways that SCOPE can add capacity for other non-profits through consultative work.  By keeping the board updated regarding ongoing projects there has been a greater opportunity for both board understanding as well as contributions from the board.
 
Board focus on revenue has inspired three grant applications, two of which were granted.  
 
Robust board participation has allowed the elimination of regular executive committee meetings, allowing such meetings on an as-needed basis. In addition, certain routine agenda items have been shifted to a consent agenda to allow more time for strategic discussions.
Fiscal Year Projections
Fiscal Year Begins 2016
Fiscal Year Ends 2017
Projected Revenue $267,498.00
Projected Expenses $314,898.00
Organization has Endowment No
Capital Campaign
In a Capital Campaign No
Campaign Purpose
Campaign Goal
Campaign Dates 0 to 0
Amount Raised To Date 0 as of 0
IRS Form 990s
Form 9902015
Form 9902014
Form 9902013
Form 9902012
9902011
9902010
9902009
Form 9902008
Audit/Financial Documents
Audit2015
Audit2014
Audit2013
Audit2012
Audit2011
Audit2010
Audit2009
Audit2008
Historical Financial Review
Revenue SourcesHelpThe financial analysis involves a comparison of the IRS Form 990 and the audit report (when available) and revenue sources may not sum to total based on reconciliation differences. Revenue from foundations and corporations may include individual contributions when not itemized separately.
Fiscal Year201520142013
Foundation and
Corporation Contributions
$0$0$0
Government Contributions$215,478$215,478$215,478
Federal$0$0$0
State$0$0$0
Local$215,478$215,478$215,478
Unspecified$0$0$0
Individual Contributions$53,855$29,966$89,963
$0$0$0
$0$0$318
Investment Income, Net of Losses$1,348$1,774$2,572
Membership Dues$0$0$0
Special Events$0$0$0
Revenue In-Kind$0$0$0
Other$1,195$12,772$12,107
Expense Allocation
Fiscal Year201520142013
Program Expense$274,085$231,191$323,276
Administration Expense$17,361$11,975$16,532
Fundraising Expense$22,983$23,387$30,750
Payments to Affiliates$0$0$0
Total Revenue/Total Expenses0.860.980.86
Program Expense/Total Expenses87%87%87%
Fundraising Expense/Contributed Revenue9%10%10%
Assets and Liabilities
Fiscal Year201520142013
Total Assets$240,777$278,657$294,778
Current Assets$234,419$269,909$287,148
Long-Term Liabilities$0$0$0
Current Liabilities$7,971$4,654$14,384
Total Net Assets$232,806$274,003$280,394
Top Funding Sources
Fiscal Year201520142013
Top Funding Source & Dollar AmountGovernment Grants - Local $215,478Government Grants - Local $215,478Government Grants - Local $215,478
Second Highest Funding Source & Dollar AmountContributions, gifts, grants $53,855Contributions, gifts, grants $29,966Contributions, gifts, grants $89,963
Third Highest Funding Source & Dollar AmountInvestment Income $1,348Administrative Fees $12,772Administrative Fees $11,607
CEO/Executive Director Compensation $50,001 - $75,000
Tax Credits No
Solvency
Short Term Solvency
Fiscal Year201520142013
Current Ratio: Current Assets/Current Liabilities29.4158.0019.96
Long Term Solvency
Fiscal Year201520142013
Long-Term Liabilities/Total Assets0%0%0%
Financials Comments
Financial Comments by Foundation
Financials taken from IRS Form 990 and audit documents. 990s and audits reconcile. Individual contributions include foundation and corporate support.
Nonprofit SCOPE (Sarasota County Openly Plans for Excellence)
Address 1226 N Tamiami Trl Ste 202
Phone 941 365-8751

THE COMMUNITY FOUNDATION OF SARASOTA COUNTY, INC. IS A REGISTERED 501(C)(3) NON-PROFIT CORPORATION. A COPY OF THE OFFICIAL REGISTRATION AND FINANCIAL INFORMATION MAY BE OBTAINED FROM THE DIVISION OF CONSUMER SERVICES BY CALLING TOLL-FREE WITHIN THE STATE (1-800-HELP-FLA) OR FROM THE WEBSITE: WWW.FRESHFROMFLORIDA.COM. REGISTRATION DOES NOT IMPLY ENDORSEMENT, APPROVAL, OR RECOMMENDATION BY THE STATE. ONE HUNDRED PERCENT (100%) OF EACH CONTRIBUTION IS RECEIVED BY THE COMMUNITY FOUNDATION OF SARASOTA COUNTY. REGISTRATION #SC-02471.