Take Stock in Children of Sarasota County
P.O. Box 48186
Sarasota FL 34230-5186
Take Stock in Children provides a unique opportunity for low-income and at-risk students in Sarasota County to escape the cycle of poverty through education. We offer our students college scholarships, caring volunteer mentors, college success coaching, and hope for a better life.  Success is achieved through our innovative, multi-year program model that starts in middle school, continues through high school and includes their transition into college. Upon entry into the Take Stock program, students turn their college dream into a college plan.
CEO/Executive Director Mrs. Lisa Bechtold
Board Chair Mr. J Scott Atkins
Board Chair Affiliation US Trust
General Info
Organization DBA
TSIC of Sarasota County
Tax Exempt Status Public Supported Charity
Incorporation Year 1995
Awarded competitive grant from Community Foundation in the last 5 years? Yes
State Charitable Solicitations Permit Yes Feb 2018
State Registration Yes Aug 2018
Financial Summary
IRS Letter of Determination
IRS Tax Exempt LetterView
Impact Statement

Take Stock in Children of Sarasota County's accomplishments from FY 2017 include:

  1. Received 2017 Program Excellence Award from Take Stock in Children State office

  2. In May 2017, 38 Take Stock Sarasota scholars graduated from high school and are currently enrolled in college. 96% High School Graduation Rate, 65% higher than at-risk peer group and 96% Post-Secondary Education Enrollment, 71% above Florida average and 243% better than at-risk peer group.

  3. Serving 374 students - 151 students across 14 middle and high schools in Sarasota County, and 223 students enrolled in post-secondary education. 67% college graduation rate, 40% above Florida average and  168% higher than at-risk peer group. 88% of students are first generation college students; positive multi-generational change

  4. Over $4M in Florida Prepaid Scholarship Assets

  5. 58% Female, 42% Male  50% Caucasian, 32% African American, 3% Asian, 13% Multiracial  or Other and 

Take Stock in Children of Sarasota County's goals for FY 2018 include:

  1. Meet fundraising goals to achieve program sustainability and growth. Currently, we only serve 10% of qualified applicants wanting to participate in the Take Stock in Children program.

  2. Continue to recruit and retain mentors for our students while increasing mentor training opportunities.

  3. Increase community awareness of our organization through effective communication.

  4. Strengthen community collaborations with other local providers to access the highest quality resources and referrals for our students. 

Needs Statement
  1. Mentors - TSIC continues to enroll new deserving students who are each in need of a mentor. Mentors are a crucial part to our program and provide a positive influence and guidance for our students throughout their school years.
  2. Community Financial Program Support – TSIC provides student advocacy, mentoring, and college success coaching for each student throughout each year of their involvement in our program.  These support services prepare our students for success upon their receipt of a tuition scholarship for their higher education. Financial support is needed for college readiness and support services for our students.
  3. Scholarship Sponsors- TSIC’s matching partnership with the Florida Prepaid College Foundation Project STARS (Scholarship Tuition for At-Risk Students) enables a dollar for dollar match of local donations for student scholarships. TSIC must raise $8,800 for each four-year Florida college tuition scholarship and $4,400 for each two-year scholarship.  We continue to seek donors to sponsor the local portion of this cost.


Background Statement

In 1995, Take Stock in Children (TSIC) was founded by a Florida educator envisioning a mentoring program to assist at-risk, low-income students achieve higher education. After being recognized for excellence in mentoring, the program transitioned to a mentoring and scholarship program utilizing a donor dollar-for-dollar match program from Florida Prepaid College Foundation Project STARS (Scholarship Tuition for At-Risk Students). This year, TSIC is celebrating 23 years of changing lives; helping students across all 67 Florida counties graduate from high school, complete college and become productive members of the workforce.

Take Stock in Children of Sarasota County, Inc. became an independent 501c(3) non-profit in 2002 to provide scholarships, mentoring and hope to at-risk students in Sarasota County. Currently TSIC serves 151 students from 14 Sarasota County middle and high schools. These students follow in the footsteps of the more than 400 students who have graduated from both the TSIC program and high school, and who have taken advantage of their college scholarships to further their higher education. Through this achievement, with the preparation and support of TSIC, these students break the cycle of poverty and change their future for the better.

Our program is based on the principal that given extensive support, motivation and accountability, children will work hard to ensure that they graduate from high school and attain a college degree. We fund our college scholarships and student services through a unique public-private fund raising model, and our mentors generously volunteer their mentoring services to our children.


Areas Served
Areas Served
FL- Sarasota
Areas Served Comments Take Stock in Children of Sarasota County services students within Sarasota County who attend Sarasota County public middle and high schools.
Service Categories
Primary Org Type Education
Secondary Org Type Youth Development
Tertiary Org Type
Statement from the Board Chair/Board President
Statement from the CEO/Executive Director
"Take Stock in Children is so fortunate to partner with many wonderful organizations in Sarasota to provide scholarships, mentors and hope to the youth of Sarasota County. Each student earns their scholarship through a strong academic commitment, good behavior and remaining drug and crime free." - Lisa Bechtold
Description Take Stock in Children of Sarasota County is a scholarship and mentoring program for at-risk youth in low-income families. Students are accepted into our program between  6th and 9th grade. Once accepted, they must maintain a 2.5 GPA, meet with their assigned mentor once per week, stay crime and drug free and participate in the TSIC college readiness program. Upon high school graduation, each student who successfully fulfills the requirements of the TSIC program receives a Florida Prepaid college tuition scholarship for use at the college or university of their choice.  Students who prefer post-secondary vocational training may use their scholarship for a technical degree/ certification program.  We strive to break the cycle of poverty by enriching our youth with higher education. Our program costs $14,800 per student; $8,800 for four-year tuition scholarship and $6,000 for six years of mentoring and student advocacy.
Budget $624,051
Category Education, General/Other Postsecondary Education
Program Linked to Organizational Strategy Yes
Population Served Adolescents Only (13-19 years) Adolescents Only (13-19 years) Adolescents Only (13-19 years)
Short Term Success

We are currently working with 151 deserving local students towards high school completion and college readiness.  Each student is assigned a caring volunteer mentor and a professional college success coach.  College success coaches provide college readiness training and monitor student grades, attendance and behavior.    Take Stock in Children measures success by student achievement of high school graduation, college enrollment and college graduation.  96% of TSIC students graduate from high school, a rate 26% higher than the Florida average, and 65% higher than their low-income peer group.  96% of TSIC students enroll in college, a rate 71% higher than the Florida average, and 243% higher than their low-income peer group.  67% of TSIC students graduate from college, a rate 40% higher than the Florida average and 168% higher than their low-income peer group.

Long Term Success

TSIC of Sarasota County has been active since 1996. In the first inaugural year we selected two students. In 2017, we graduated a class of 38 students.  Our growth has been extremely positive and our students reflect that as well. We currently serve 151 youth in Sarasota County and have 223 students enrolled in college.

Program Success Monitoring
Take Stock in Children uses a statewide database that allows college success coaches and staff to track each student's grades, behavior, contact info, etc.
College Success Coaches meet with each TSIC student once per month at their school to check on how they're doing. They monitor leading indicators of student success to identify any issues.  They rally the student's family, school, and mentor to intervene as necessary. Students are held accountable - if they do not fulfill our program standards; students risk losing their valuable college scholarship. College Success Coaches take notes and enter information into the database on each student.  
Program Success Examples
India White was one of ten siblings and faced a home of an alcohol addicted mother. She faced physical and mental abuse at home and soon became homeless. While in high school, India left home and moved to a homeless shelter. With a strong mentor by her side, India graduated from high school to attend the University of Florida.
India received her college degree and currently teaches algebra and geometry in Alachua County. "Without my mentor and Take Stock in Children, I would probably be on welfare for the rest of my life. I would have become a statistic," said India.
India is one example of many students that have excelled due to the help and support of Take Stock in Children. 
Program Comments by Organization
Financial stability and mentor recruitment (continual recruitment of volunteers) are always a challenge. Time is something very precious to give to our students. Many mentors have needed to go back to work, resulting in new ways to keep mentors active with their students. Our great partnerships with Girl's Inc., Big Brothers Big Sisters, Boys and Boys and Girl's Club, Laurel Civic Association have allowed for after school meeting places.
Our team is very dedicated to ensuring that every student is matched with a mentor.
CEO/Executive Director
CEO/Executive Director Mrs. Lisa Bechtold
CEO Term Start Aug 2000
CEO/Executive Director Email dlbechtoldtsic@msn.com
Experience Raised in Florida , Lisa graduated from the University of Florida with a Bachelor's in Criminology and began working at Take Stock in Children in 2000 as a Student Advocate. Lisa has a heart truly devoted to the children and mission of TSIC and is a proud mother to her own two beautiful sons.


Former CEOs/Executive Directors
Senior Staff
Staff & Volunteer Statistics
Full Time Staff 3
Part Time Staff 6
Staff Retention Rate % 100
Professional Development Yes
Contractors 0
Volunteers 200
Management Reports to Board Yes
CEO/Executive Director Formal Evaluation Yes
Senior Management Formal Evaluation N/A
Non-Management Formal Evaluation Yes

We strive to partner with every organization that wants to help our students succeed.  Currently, we work closely with the Education Foundation, Boys and Girls Clubs, State College of Florida, University of South Florida, Laurel Civic Association, Girls Incorporated, the Community Foundation and others in the community on a variety of projects.  We have an ongoing program in collaboration with Children First at Emma E. Booker elementary school called RISE.

External Assessments and Accreditations
Awards & Recognition
Excellence Award for Program ManagementTake Stock in Children (State Office)2015
Excellence Award for Program ManagementTake Stock in Children (State Office)2016
Mentor of the Year (Statewide)Take Stock in Children (State Office)2016
Excellence Award for Program ManagementTake Stock in Children (State Office)2017
Risk Management Provisions
Fundraising Plan Yes
Communication Plan No
Strategic Plan Yes
Strategic Plan Years 1
Strategic Plan Adopted Dec 2017
Management Succession Plan No
Continuity of Operations Plan No
Nondiscrimination Policy Yes
Whistle Blower Policy Yes
Document Destruction Policy Yes
Directors and Officers Insurance Policy Yes
Policies and Procedures Yes
Other Documents
Other Document 2
Document Destruction Policy
Board Chair
Board Chair Mr. J Scott Atkins
Company Affiliation US Trust
Board Term Dec 2016 to Dec 2018
Board Chair Email scott.atkins@ustrust.com
Board Members
Board Members
Mr. J Scott Atkins US Trust
Mr. Jay Brady Meadows Community Association
Mr. Charlie Bryant FSC Securities Corporation
Mr. C Kelley Corbridge Bechtold & Corbridge
Ms. Pam Fields Manasota Legal Aid
Mr. Arthur Flood Retired VP Marketing for IBM
Ms. Karen Hough Northern Trust
Ms. Brittany Lamont Sarasota Chamber of Commerce
Ms. Kelley Lear Thomas Reuters
Dr. George Mims Argosy University
Ms. Jennifer Behrens Schmidt Atlantic Mold and Machining Corporation
Ms. Lori Sutton Iberia Wealth Advisors
Board Ethnicity
African American/Black 2
Asian American/Pacific Islander 0
Caucasian 10
Hispanic/Latino 0
Native American/American Indian 0
Other 0 0
Board Gender
Male 6
Female 6
Unspecified 0
Board Term Lengths 2
Board Term Limits 99
Board Orientation Yes
Number of Full Board Meetings Annually 4
Board Meeting Attendance % 55
Board Self-Evaluation No
Written Board Selection Criteria No
Board Conflict of Interest Policy Yes
% of Board Making Monetary Contributions 100
% of Board Making In-Kind Contributions 100
Governance Comments by Organization Due to recurring conflicts, board voted in Jun 2017 to change the time of regular board meetings to 4 pm moving forward to improve attendance.
Fiscal Year Projections
Fiscal Year Start Month July
Fiscal Year Start Day 01
Fiscal Year Begins 2017
Fiscal Year End Month June
Fiscal Year End Day 30
Fiscal Year Ends 2018
Projected Revenue $624,051.00
Projected Expenses $624,020.00
Organization has Endowment No
Capital Campaign
Currently In a Capital Campaign No
Anticipate Campaign within 5 years? Yes
Campaign Purpose
Campaign Goal
Campaign Dates 0 to 0
Amount Raised To Date 0 as of 0
IRS Form 990s
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 Year201620152014
Foundation and
Corporation Contributions
Government Contributions$152,558$125,876$189,936
Individual Contributions$745,365$459,727$264,780
Investment Income, Net of Losses$1,776$3,027$1,199
Membership Dues$0$0$0
Special Events$10,952$6,655$9,045
Revenue In-Kind$325,092$87,425$51,458
Expense Allocation
Fiscal Year201620152014
Program Expense$474,257$588,573$373,648
Administration Expense$40,234$41,687$30,269
Fundraising Expense$33,643$31,798$52,220
Payments to Affiliates$0$0$0
Total Revenue/Total Expenses2.120.901.02
Program Expense/Total Expenses87%89%82%
Fundraising Expense/Contributed Revenue4%5%11%
Assets and Liabilities
Fiscal Year201620152014
Total Assets$4,718,906$4,106,036$4,170,509
Current Assets$188,327$235,148$160,594
Long-Term Liabilities$0$0$0
Current Liabilities$14,960$12,930$9,945
Total Net Assets$4,703,946$4,093,106$4,160,564
Top Funding Sources
Fiscal Year201620152014
Top Funding Source & Dollar AmountContributions, gifts, grants $745,365Contributions, gifts, grants $459,727Contributions, gifts, grants $264,780
Second Highest Funding Source & Dollar AmountGain from Scholarship $250,610Government Grants - Unspecified $125,876Govertnment Grants - Unspecified $189,936
Third Highest Funding Source & Dollar AmountGovernment Grants - Unspecified $152,558Fundraising $6,655Fundraising $9,045
CEO/Executive Director Compensation $0 - $50,000
Short Term Solvency
Fiscal Year201620152014
Current Ratio: Current Assets/Current Liabilities12.5918.1916.15
Long Term Solvency
Fiscal Year201620152014
Long-Term Liabilities/Total Assets0%0%0%
Financials Comments
Financial Comments by Foundation
Financial figures provided based on IRS Form 990. 2011 audit reconciles with 2011 Form 990. Audits not conducted in 2009 and 2010.  Individual contributions include foundation and corporate support, as reported on 990s.
Nonprofit Take Stock in Children of Sarasota County
Address P.O. Box 48186
Sarasota, FL 5186
Phone 941 358-4407