SCOPE (Sarasota County Openly Plans for Excellence)
1226 N Tamiami Trl Ste 202
Sarasota FL 34236
SCOPE connects and inspires citizens to create a better community
CEO/Executive Director Mr. John McCarthy
Board Chair Robert Lane
Board Chair Affiliation Kerkering Barberio & Co., P.A.
General Info
Organization 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
Financial Summary
Projected Revenue $363,233.00
Projected Expenses $363,233.00
Other Documents
Impact Statement

1. Accomplishments

Community Report Card – During the past year, SCOPE placed a major focus on updating data and trend lines to produce the 2014 SCOPE Community Report Card The report card contains information about many aspects of life in Sarasota, organized by “domains of well-being” such as learning, economy and environment. The 2014 SCOPE community report card is posted on the SCOPE website.

Human Services Needs Assessment – Under contract with Sarasota County Government, SCOPE conducted a Human Services Needs Assessment to identify obstacles and opportunities within the realm of local human service needs. The research included, provider, client and general public surveys.

Earned Income Business Model – SCOPE was among a group of local non-profits who were sponsored by The Patterson Foundation to participate in Business Plan training which identified an opportunity for SCOPE to generate earned income through consulting services offered to local non-profits.

Partnership - To broaden both our base and our reach, SCOPE formed a partnership with the Sarasota County Community Alliance to provide administrative support while working together on community projects of mutual concern.

2. Goals

Conduct a series of interactive public workshops to share the findings of SCOPE 2014 Community Report card. Engage participants in discussions about their reaction to the findings and what role they may play in celebrating the positive aspects and addressing those issues that require attention.

Continue to assist the County relative to Health and Human Services needs and opportunities. Continue to partner with the Community Alliance to develop strategies for enhancing the health of individuals and the greater community.

Engage with four to six local non-profits to help them build capacity through the use of community data and community engagement within SCOPE’s earned income model.

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

Needs Statement

New First Impressions

  • SCOPE prides itself in the areas of openness and transparency; however, our front door lacks even the tiniest window, and fire codes preclude us from propping it open to welcome our guests. As a result, the front door to the SCOPE office is both physically and symbolically “closed ” and “non-inviting”. We would like to change that – by purchasing and installing a door with plenty of glass to provide an “open for business” and inviting first impression. $2500

 Engagement Internship

  • Community data and community engagement is a growing discipline. SCOPE informs new generations of community engagement specialists. Help a local student serve the community through a SCOPE college internship. $10,000

 SCOPE Outreach at Outdoor Community Events

  • Part of living in such a beautiful Florida county is sunny days and evening showers. Help SCOPE staff and volunteers stay sheltered from the elements during community events by sponsoring a pop-up tent. $200

Using Art to Display the Community’s Aspirations

  • SCOPE has engaged Ringling College students to create artworks during community engagement sessions. These images serve as tools to view community issues and opportunities in creative ways. Sponsor an artist to create art during three community workshops. $500 
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.  As a result of SCOPE’s work with aging, the Institite for The Ages was created. .    


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.



SCOPE has 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. The use of Geographic Information System (GIS) mapping and other technological tools is changing the way people view their neighborhoods. By balancing high tech with high touch, SCOPE provides data for better decision-making.

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

The past year has been one of many accomplishments for SCOPE. We recently recognized another remarkable community Boundary Crosser, we have completed the update of the SCOPE Community Report Card and we are strengthening our abilities to assist other organizations with community data and engagement.

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.”

SCOPE is 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.

As SCOPE looks to the future, we are gearing up with new talent, new technologies and new business processes to better serve our clients and our community. By refreshing the SCOPE Community Report Card we put a wealth of data in the hands of the community. By honing our engagement efforts we will be grounded in the reality of the lives of our citizens and understand the next issue or opportunity requiring attention. With your continued support, the spirit and mission of Sarasota County Openly Plans for Excellence will be achieved.

Statement from the CEO/Executive Director

It has been an exciting year at SCOPE and a time for strengthening our core mission and at the same time working with partners to expand our capacity to serve the community. Before I began work with SCOPE, I admired the work of such a unique organization, from community focus groups to the SCOPE Community Report Card and the Grassroots Leadership Initiative. Now, as a SCOPE “insider”, it is amazing to me how exciting it is to work in the realm of community data, community engagement and moreover, positive community change. When SCOPE began, data was harder to find and available in pockets here and there. SCOPE knew that making this data available to the community would help in understanding a variety of issues and opportunities. Thus the SCOPE Community Report Card was created to share meaningful data with the community and inspire action.

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 connect and inspire citizens to create a better community”.


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.


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.

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
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
Tim C. Dutton Apr 2001 - July 2012
Senior Staff
Staff & Volunteer Statistics
Full Time Staff 3
Part Time Staff 2
Staff Retention Rate % 100
Professional Development Yes
Contractors 3
Volunteers 6
Management Reports to Board Yes
CEO/Executive Director Formal Evaluation Yes
Senior Management Formal Evaluation Yes
Non-Management Formal Evaluation N/A
Residents, citizens, non-citizens, non-profit organizations, governments, foundations, consultants, for-profit organizations.
External Assessments and Accreditations
Awards & Recognition
Risk Management Provisions
Government Licenses
Organization Licensed by the Government No
Fundraising Plan No
Communication Plan Under Development
Strategic Plan Under Development
Strategic Plan Years 2
Strategic Plan Adopted Nov 2013
Management Succession Plan Yes
Policies and Procedures No
Continuity of Operations Plan No
Nondiscrimination Policy No
Whistle Blower Policy Yes
Document Destruction Policy Yes
Directors and Officers Insurance Policy No
Management Comments by Organization

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, one as an intern and one as a volunteer.  While two of the graduates have gone on to other ventures, they created a pipeline for New College talent that continues to fuel our work.  The earned income training that was sponsored by The Patterson Foundation and conducted by No Margin No Mission helped SCOPE to discover a new opportunity of assisting other non-profits with community data and engagement.  The SCOPE team-work approach has produced a number of resources this year, including the updated Community Report Card.

Management Comments by Foundation
Board Chair
Board Chair Robert Lane
Company Affiliation Kerkering Barberio & Co., P.A.
Board Term July 2014 to June 2015
Board Chair Email
Board Members
Board Members
John Dart Adams & Reese
W. Kevin Hicks Gator Grading & Paving
Roxanne Joffe CAP Brand Marketing
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
Student serving on the board through Community Youth Development? Yes
Board Demographics - Ethnicity
African American/Black 1
Asian American/Pacific Islander 0
Caucasian 7
Hispanic/Latino 0
Native American/American Indian 0
Other 0
Board Demographics - Gender
Male 5
Female 3
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
Communications / Promotion / Publicity / Public Relations
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
Form 9902008
Audit/Financial Documents
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
Government Contributions$215,478$215,478$241,997
Individual Contributions$29,966$89,963$201,903
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
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
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