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
Organization DBA
DBA
Supported Organization
Former Names
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 2015
State Registration Yes 0
IRS Letter of Determination
View
Financial Summary
 
 
Projected Revenue $363,233.00
Projected Expenses $363,233.00
Other Documents
Impact Statement

1. Accomplishments

 

Published local data critical to understanding the well-being of the community through the SCOPE 2015 Community Report Card. The data is organized by domains of wellbeing such as demographics, economy, learning, civic participation, environment, arts and culture. The Report Card can be found at www.scopexcel.org.

Shared data with the community and engaged conversation about community improvement through the Report Card Roadshow. SCOPE convened meetings throughout Sarasota County at locations in Englewood, Fruitville, Gulf Gate, Newtown, North Port and Sarasota. A new partnership with the Face to Face Foundation provided an enhanced experience for roadshow attendees.

Participated in The Patterson Foundation’s Aspirations to Action Initiative through a partnership with UnidosNow and Manatee County Neighborhood Services. This work involved listening sessions guided by the methodologies of the Harwood Institute for Public Innovation. Several meetings were held with Latinos thanks to cooperation with local hosts. Discussions revealed aspirations for family life and inclusion in the greater community. Concerns related to education, food and health care and opportunities.

Partnered with the Greater Sarasota County Chamber of Commerce’s Talent for Tomorrow Initiative by displaying relevant community metrics in a “Results Scorecard”. The Results Scorecard is a new way for SCOPE to share data and trends with the community. The scorecard was developed by the Results Leadership Group, and allows for display of data together with narrative descriptions while showing partnerships and collaborations.

Reinforced the efforts of the Community Alliance through administrative support and facilitation. The Community Alliance is a working group of health and human service agencies, organizations and funders. Collaborative efforts have helped to strengthen the communication and collaboration among members for the benefit of community health.

Reinforced the efforts of the Newtown Centennial Committee through convening meetings, facilitating community projects and drawing attention to the historical celebration.

2. Goals

Respond to community requests to host roadshow workshops around specific focus areas.

Provide various formats for roadshow sessions to allow a diversity of applications from civic group lunches to Face to Face sessions to large scale community forums.

Continue to learn and share as a part of the Aspirations to Action team and engage people in discussions about their aspirations for the community, what needs to change and how they can get involved.

Continue a theme of high tech – high touch, using technology to bring community data to life while using authentic conversation and engagement as a way to develop solutions and teamwork for the future.

Assist other organizations through data-driven planning and consulting. SCOPE’s core talents and services offer value to other non-profits and agencies while providing earned income opportunities Identified through SCOPE’s training with No Margin - No Mission.

Identify community focus area(s) for specific research and investigation and community collaboration.

Needs Statement

Student Internship – Help a local college student to serve the community through a SCOPE internship. $5,000


Share Community Report Cards – Get SCOPE data into the hands of the community through printed books $2000

 

Community Alliance Website – Help the Community Alliance communicate with the public and each other through a new website $1000

 

Graphic Recording – Creatively capture the aspirations of the community through the work of a local art student. $500

Outreach Tent – Shelter SCOPE staff and volunteers from the elements   during community events by sponsoring a pop-up tent. $200

 


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. By balancing high tech with high touch, SCOPE provides data with civic engagement building partnerships and for better decision-making.

Areas Served
Areas Served
Area
FL- Sarasota
Service Categories
Primary Org Type Community Improvement, Capacity Building
Secondary Org Type
Tertiary Org Type
Keywords
Community, Data, Engagement, Research, Planning
Statement from the Board Chair/Board President

As the recently installed Chair of the Board of Directors, I am excited by our success in the past year, and in how we are moving forward.  The response to SCOPE’s work has been exhibited in excellent attendance at events and positive feedback on the engagement techniques.  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 reinforced this year through our community engagement and our partnerships. With a freshly updated Community Report Card we hit the streets with a series of roadshow workshops. As we were conducting our workshops we were introduced to Sam Schimek and the Face to Face Foundation. As a Pine View student, Sam had created an intentional form of engagement to get students talking. With the support of the Community Foundation of Sarasota County, Sam has taken his engagement process to several local schools engaging students around inspirational questions. Combining SCOPE’s community data and the Face to Face process clearly enhanced the roadshow experience.

The SCOPE team continues to evolve as our New College grads depart for grad school or other adventures. Community Report Card project manager Laurel Corrao is busy teaching English in Japan. Report Card principle researcher Nina Ventor is working on her Master’s Degree at the University of South Florida. Erin Lapeyrolerie, who led our efforts in the report card roadshow, is now settling in at Berkeley. Our latest talent from New College is Juliana Musheyev, now working to implement the Results Scorecard Initiative. Sarasota native and Asset Based Community Development practitioner Mary Butler is helping fill the shoes of recently retired administrative coordinator Maureen Hadden.

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 honest data so that people in our community can better understand what is happening in Sarasota County. The data reflect trends across the many facets of community life, such as the state of the education system, the economy, the built and natural environments, 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. For example, we collect data for various indicators, which are snapshots of information that tell us stories about the place in which we live. 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. An extensive set of community indicators can be found in SCOPE’s 2014 Community Report Card, which will be continuously updated as new data is released.

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 $200,000
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 community engagement work informs and reinforces SCOPE’s direction, and serves to establish priorities and open lines of communication with key partners and the community.

Budget $65,700
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
Program Comments by Foundation
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 2
Part Time Staff 2
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 Yes
Non-Management Formal Evaluation N/A
Collaborations
Residents, citizens, non-citizens, non-profit organizations, governments, foundations, consultants, for-profit organizations.
Affiliations
AffiliationYear
External Assessments and Accreditations
Assessment/AccreditationYear
Awards & Recognition
Award/RecognitionOrganizationYear
Risk Management Provisions
Government Licenses
Organization Licensed by the Government No
Plans
Fundraising Plan No
Communication Plan Yes
Strategic Plan Yes
Strategic Plan Years 2
Strategic Plan Adopted Nov 2013
Management Succession Plan Yes
Policies and Procedures No
Continuity of Operations Plan No
Policies
Nondiscrimination Policy No
Whistle Blower Policy Yes
Document Destruction Policy Yes
Directors and Officers Insurance Policy Yes
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. 

Management Comments by Foundation
Board Chair
Board Chair Tom Tryon
Company Affiliation Herald Tribune
Board Term July 2015 to June 2016
Board Chair Email tom.tryon@heraldtribune.com
Board Members
Board Members
NameAffiliation
John Dart Adams & Reese
Robert Lane Kerkering Barberio & Co., P.A.
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
Norm Vaughn-Birch Kirk Pinkerton, P.A.
Student serving on the board through Community Youth Development? Yes
Board Demographics - Ethnicity
African American/Black 1
Asian American/Pacific Islander 0
Caucasian 6
Hispanic/Latino 0
Native American/American Indian 0
Other 0 0
Board Demographics - Gender
Male 5
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 % 76
Board Self-Evaluation Yes
Written Board Selection Criteria No
Written Conflict of Interest Policy Yes
% of Board Making Monetary Contributions 100
% of Board Making In-Kind Contributions 7
Constituency Includes Client Representation
Standing Committees
Board Governance
Finance
Communications / Promotion / Publicity / Public Relations
Comments
Governance Comments by Organization

During the past year SCOPE board members have been engaged in community outreach efforts, community engagement efforts and fundraising to support popular events such as the SCOPE Annual Celebration and Boundary Crosser Awards. Board members have taken the time to carefully review and offer constructive feedback regarding staff proposals and have been very engaged in offering their expertise and energy to augment staff efforts.

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.

Governance Comments by Foundation
Fiscal Year Projections
Fiscal Year Begins 2014
Fiscal Year Ends 2015
Projected Revenue $363,233.00
Projected Expenses $363,233.00
Endowment Value
Endowment Spending Policy N/A
Endowment Spending Policy %
Capital Campaign
In a Capital Campaign No
Campaign Purpose
Campaign Goal
Campaign Dates 0 to 0
Amount Raised To Date 0 as of 0
Capital Campaign Anticipated in Next 5 Years?
IRS Form 990s
Form 9902014
Form 9902013
Form 9902012
9902011
9902010
9902009
Form 9902008
Audit/Financial Documents
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 Year201420132012
Foundation and
Corporation Contributions
$0$0$0
Government Contributions$215,478$215,478$241,997
Federal$0$0$0
State$0$0$0
Local$215,478$215,478$0
Unspecified$0$0$241,997
Individual Contributions$29,966$89,963$201,903
$0$0$0
$0$318$0
Investment Income, Net of Losses$1,774$2,572$3,259
Membership Dues$0$0$0
Special Events$0$0$2,625
Revenue In-Kind$0$0$0
Other$12,772$12,107$108,972
Expense Allocation
Fiscal Year201420132012
Program Expense$231,191$323,276$450,433
Administration Expense$11,975$16,532$3,288
Fundraising Expense$23,387$30,750$32,158
Payments to Affiliates$0$0$0
Total Revenue/Total Expenses0.980.861.15
Program Expense/Total Expenses87%87%93%
Fundraising Expense/Contributed Revenue10%10%7%
Assets and Liabilities
Fiscal Year201420132012
Total Assets$278,657$294,778$360,834
Current Assets$269,909$287,148$359,608
Long-Term Liabilities$0$0$0
Current Liabilities$4,654$14,384$25,933
Total Net Assets$274,003$280,394$334,901
Top Funding Sources
Fiscal Year201420132012
Top Funding Source & Dollar AmountGovernment Grants - Local $215,478Government Grants - Local $215,478Government grants $241,997
Second Highest Funding Source & Dollar AmountContributions, gifts, grants $29,966Contributions, gifts, grants $89,963Contributions, gifts, grants $201,903
Third Highest Funding Source & Dollar AmountAdministrative Fees $12,772Administrative Fees $11,607Administrative Fees $106,739
CEO/Executive Director Compensation $50,001 - $75,000
Co-CEO/Executive Director Compensation
Tax Credits No
Solvency
Short Term Solvency
Fiscal Year201420132012
Current Ratio: Current Assets/Current Liabilities58.0019.9613.87
Long Term Solvency
Fiscal Year201420132012
Long-Term Liabilities/Total Assets0%0%0%
Financials Comments
Financial Comments by Organization
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
Sarasota, FL 34236
Primary 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.