Sarasota Military Officers Scholarship Fund Inc (SMOSF)
PO Box 1016
Sarasota FL 34230
Mission

The Sarasota Military Officers Scholarship Fund (SMOSF), is a 501(c)(3) charitable organization operated and maintained as a separate entity to support community outreach programs of the Military Officers’ Association of Sarasota (MOAS) throughout the greater Sarasota area. These programs include: (1) awarding educational and vocational merit based scholarships to qualified and high-achieving high school seniors and need based scholarships to returning veterans attending a local educational institution; (2) supporting Junior Reserve Officer Training Corps (JROTC) travel for competition and training purposes, as well as the construction and maintenance of local training facilities; (3) Academic Olympics and other youth related educational programming and (4) programming and activities conducted as part of the MOAS Support Our Troops Program, which is dedicated to providing morale enhancing  support services to deployed service members.

Leadership
CEO/Executive Director RADM Brian Nelson McCarthy
Board Chair Mrs. Claire M. Power
Board Chair Affiliation Military Officers Association of Sarasota
General Info
Organization DBA
DBA
SMOSF
Supported Organization The Military Officers Association of Sarasota, Inc.
Tax Exempt Status Public Supported Charity
Incorporation Year 2000
State Charitable Solicitations Permit Yes Feb 2018
State Registration Yes 0
Financial Summary
 
 
IRS Letter of Determination
Name
IRS LetterView
Other Documents
MOAA Sarasota (MOAS) ApplicationView
Scholarship Fund (SMOSF) BrochureView
Florida RegistrationView
TestimonialsView
SOT CertificateView
SOT LetterView
Impact Statement
ACCOMPLISHMENTS:
  • As of May 2017, $20,000 in scholarships were awarded  for this calendar year.
  • The number of students applying for Scholarships doubled over previous years
  • 50,000 special United States Postal service APO/FPO "Support Our Troops" boxes with directions and addresses were handed out at patriotic parades,luncheons, churches,high schools,business and government officers for recipients to fill and ship to active duty troops in Afghanistan.
  • Monetary assistance to JROTC cadets for travel to training facilities
  • Financial and personnel support for the Sarasota High School Academic Olympics
  • Monetary assistance to the Sarasota National Military Cemetery
  • SMOSF — in 2008 — contributed $25,000 to the MOAA Scholarship Fund to be provided as grants and scholarships to children of Active Duty Military and veterans attending colleges/universities.
Needs Statement

OUR NEEDS AND HOPES for the coming year include:

  • Increasing funding to award additional scholarships. Our Scholarship Committee Chairwoman has been visiting high schools for meetings with counselors and  we therefore expect an increase in applications.Raising the awarded Scholarships from the current level of $2,000 to $3,000.
  • Increase earmarked funds for veterans scholarships from $5,000 to $7,500.
  • Adding to the current financial support to Sarasota’s JROTC as needed and specifically to aid underprivileged students to attend off-- campus activities.
  • Increasing our financial support to the Academic Olympics and other scholastic programs
  • Obtaining additional funds to increase support for active duty and recently separated military personnel as well as veterans.
Background Statement

Established in 2000,The Sarasota Military Officers Scholarship Fund (SMOSF) is a charitable organization administered by the Board of the Military Officers Association of Sarasota (MOAS).  

MOAS, through the SMOSF, strives to be an active part of the Greater Sarasota area community by:

  • Providing assistance, on an as needed basis, to those who have served their country.This includes active duty and veterans. 
  • Awarding scholarships to deserving graduating Greater Sarasota area high school seniors. Sponsoring and supporting high school JROTC programs.  Sponsoring and supporting excellence competitions such as the  Academic Olympics and other related youth programs.
  • Sponsorship and active participation for a SUPPORT OUR TROOPS program. 
  • Providing active duty and recently separated military personnel as well as veterans with needed support.
  • In 2017 MOAS  was again awarded the coveted Five Star award from the National Military Officers Association of American for excellence in service to military families and the greater community.The award is given to chapters for mission performance excellence. 

SMOSF is staffed entirely by unpaid volunteers, and funds are obtained solely through member donations and fund-raisers at social functions.

Areas Served
Areas Served
Area
FL- Sarasota
FL- Manatee
Areas Served Comments
Sarasota, Sarasota County-excluding Venice and North Port
Manatee County
Service Categories
Primary Org Type Education
Secondary Org Type Public & Societal Benefit
Tertiary Org Type Mutual & Membership Benefit
Statement from the Board Chair/Board President

The Military Officers Association of Sarasota (MOAS) (www.sarasotamoaa.com) is a veterans association of approximately 350 members.  We welcome those who are serving, or have served, as warrant or commissioned officers in the uniformed services of the United States, the U.S. Public Health Service, the National Oceanographic and Aeronautics Administration (NOAA), Allied Forces, their surviving spouses, and, as associate members those who have had a close working relationship with the military. We are affiliated with the Military Officers Association of America (MOAA), the third largest veterans organization in America with a national membership of 390,000.

Our Sarasota Military Officers Scholarship Fund (SMOSF) (www.SarasotaMOSF.org) is a nonprofit 501(c)(3) charity actively involved in the Sarasota/Mantee communities.  We award several annual scholarships to graduating high school seniors accepted to colleges, and veterans attending local educational institutions of higher learning.  We are currently awarding scholarships at $2,000 per student but would like to raise this amount to $3,000. In the year 2017 the SMOSF awarded $5,000 to Veterans Programs sponsored by various local institutions.  SMOSF would like to see this program be able to award $7,500 in veteran’s scholarships in the future.

 In addition, the Fund supports local high school Junior Reserve Officers Training Corps (JROTC) students and programs, and participates in the Sarasota County Schools Academic Olympics.

Our chapter conducts a year round Support Our Troops (SOT) program (www.supportourtroopsmoas.com) that sends thousands of care packages to soldiers, sailors, marines and airmen who are directly engaged in combat operations in Afghanistan.  

 MOAS is a member of the Sarasota Chamber of Commerce; the MOAA Florida Council of Chapters; the Sarasota County Veterans Commission - supporting local, state and national veterans issues; and has several members who volunteer with the Jewish Family & Child Services of Sarasota to provide support to veterans.

The Sarasota Military Officers Scholarship Fund is solely financed by donations from our membership and through fund raising efforts in the community.

Brian N. McCarthy

Rear Admiral, SC, USN(Ret)

President & Executive Director

Military Officers Association of Sarasota

941-323-1562

bnmccarthy@gmail.com

Statement from the CEO/Executive Director
As a 30 year veteran, I am committed to "never stop serving" my country and my community. I have found our MOAA Chapter an excellent platform to continue my service. Our Chapter consists of 350 members; officers and their spouses. The Chapter members are most generous - contributing to our Scholarship Fund and participating in our community's activities. Recognizing the need of returning veterans, we have increased our funding for veteran technical training and higher education. The need is great. Often veterans need help beyond tuition, items such as lab equipment, supplies, books and even transportation. We work with Financial Aid offices to identify those needs and fund to our ability.
 
We are also concerned about our deployed troops and want them to know they are not forgotten. To date our chapter has sent over 50,000 boxes to our deployed forces. SOT boxes filled both with necessities and items that are just fun to receive.
 
We are also proud of the community events we have sponsored with the Pops Orchestra [Sarasota & Manatee]. Concerts at Patriot Plaza, at our National Cemetery, were free to the public and performances at Riverview and Neel Performing Arts Centers, in which 100% of the profits were donated to our Scholarship Fund for veteran needs.
 
Please consider donating to our local youth and veteran's education.  Thank you for your consideration.
 
 
Programs
Description MOAS is a participant in the Academic Olympics, a college bowl-style competition for area high schools. This program provides the opportunity for competitive team efforts in academics comparable to athletics.
Budget $1,500
Category Education, General/Other
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 In the short-term, competing students get faculty and peer recognition for academic achievement, building self-esteem and competitive skills.  
Long Term Success
This program is a county-wide program administered by the local high schools and helps prepare bright students for success in college.
Program Success Monitoring
We financially support the team and provide prizes, and our program success can be measured by the use of our budgeted dollars toward improving student achievement.
Program Success Examples Participation in Academic Olympics grows every year in the greater Sarasota community, indicating the popularity of the program and the positive benefits to students.
Description MOAS conducts a year round SOT program that sends thousands of Care Packages a year to Soldiers and Marines who are directly engaged in combat operations in Afghanistan.
Budget $3,000
Category Public, Society Benefit, General/Other Military & Veteran Affairs
Program Linked to Organizational Strategy Yes
Population Served Adults Adults Adults
Short Term Success In the short-term, receiving a care package from home may get a soldier through a difficult day and may help make him/her remember that people care.
Long Term Success 10,000 packages were mailed to troops. In the long-term, we improve the mental health and moral of troops who are serving our Country far away and in harm's way.
Program Success Monitoring
Our success is monitored not just by the number of packages we sent, but by packing meaningful, appropriate items the troops can use in their daily lives overseas. It is easy to measure success by the overwhelming number of thank you letters and photos we receive from company commanders and others in appreciation for our efforts.  
Program Success Examples
Quote from Cecil Costandoni, Chaplain (CPT), HSC 178 EN BN.--In a letter sent to MOAS.
 
"We have an important duty and responsibility to keep our country free which comes at a heavy price. Freedom is not free; it is paid for both by the soldiers who step  on the battlefield, and the families that give them up during deployments. Our families are the true heroes! Your dedication to support us while we are deployed is a blessing from God. Thank you for your dedication to support us while we are deployed".
Description
MOAS provides monetary assistance to JROTC cadets for travel to competitions and training. 2016 marked the 100th anniversary of the formation of JROTC. Riverview High School's JROTC marked this anniversary by taking their cadets on a (4) day trip to Washington D.C. MOAS presented Riverview's JROTC with a $1,000 check to help underwrite this commemorative trip.
 
In addition to the scholarship, our organization awards a plaque and a $100.00 check to the outstanding JROTC senior cadet from each school (Booker H.S., Riverview H.S., Sarasota H.S. and Sarasota Military Academy) and a leadership medal to one JROTC junior cadet. These awards are based on the recommendations of the Senior Military instructor ("SMI") at each school. 
Budget $1,000
Category Youth Development, General/Other Youth Leadership
Program Linked to Organizational Strategy Yes
Population Served General/Unspecified Adolescents Only (13-19 years) Adolescents Only (13-19 years)
Short Term Success In the short-term, this program allows JROTC students to experience teamwork and a unique experience in a new environment. These experiences can be critical to helping the student learn and grow.
Long Term Success In the long-term, JROTC students are able to enjoy life-changing experiences that help better prepare them for military service or leadership roles in life and college. We provide these opportunities for students who would not otherwise have the ability to afford them.
Program Success Monitoring The senior military instructors know how we can make the biggest difference and inform us of these opportunities.
Program Success Examples Our organization gave physical and financial support to the building of a JROTC climbing tower at Booker High School.
Description

The Sarasota Military Officers Scholarship Fund (SMOSF) awards educational and vocational merit based scholarships to qualified and high-achieving high school seniors in the Greater Sarasota area.    

In May of 2016 we awarded ( 7 ) $2,000 scholarships, consisting of (5) Merit and (2) JROTC. One of the Merit Scholarships was sponsored by the Schmidt Foundation.

SMOSF — in 2008  contributed a total of  $25,000 to the National Military Officers Association of America 's Scholarship Fund to be provided as grants and scholarships to children of Active Duty Military and veterans attending colleges/universities.

Budget $18,000
Category Youth Development, General/Other Youth Development, General/Other
Program Linked to Organizational Strategy Yes
Population Served Adults Adults Adults
Short Term Success In May of 2017 we awarded (10) scholarships, consisting of (6) Merit and (4) JROTC.
Long Term Success

SMOSF — in 2008  contributed a total of  $25,000 to the National Military Officers Association of America 's Scholarship Fund to be provided as grants and scholarships to children of Active Duty Military and veterans attending colleges/universities.

Program Success Monitoring The programs success is measured by the number of youth we are able to help each year.
Program Success Examples
In many cases our scholarships  have made it possible for someone to attend college who might not have had the opportunity without our help. 
Description
In 2013 SMOSF expanded its scholarship program to include deserving returning veterans attending local educational institutions. In 2016 our Veterans program awarded $1,000 to a deserving State College of Florida Veteran Student. Manatee Technical College ( West) awarded (2) $500.00-Schmidt Veteran Student Scholarships. And, Manatee Technical College ( East) awarded (5) $200.00-Schmidt Scholarships. The sum of $1,000 was awarded to Suncoast Technical college. The college awarded (4) $250.00 scholarships with these monies.These scholarships provide training that equates to immediate jobs.
Budget $5,000
Category Education, General/Other Adult Education
Program Linked to Organizational Strategy Yes
Population Served Adults Adults Adults
Short Term Success In 2014 SMOF awarded $5,000 in Veterans scholarships.
Long Term Success Be able to help more veterans.
Program Success Monitoring Number of scholarships we are able to award. 
Program Success Examples Notes of thanks from veterans.
Comments
Program Comments by Organization The Executive Director & Chair of the Sarasota Military Officers Scholarship Fund, Inc. is also the President & Chairman of the Military Officers Association of Sarasota, Inc.
CEO/Executive Director
CEO/Executive Director RADM Brian Nelson McCarthy
CEO Term Start Jan 2017
CEO/Executive Director Email bnmccarthy@gmail.com
Experience
Executive Director & Chairman, Sarasota Military Officers Scholarship Fund, Inc. - Not paid
President & Chairman, Military Officer Association of Sarasota, Inc. - Not paid
Board Member, The Pops Orchestra [Sarasota & Manatee] - Not paid
Board of Governors, The Bird Key Yacht Club, Inc. - Not paid
Former CEOs/Executive Directors
NameTerm
Senior Staff
NameTitle
Staff & Volunteer Statistics
Full Time Staff 0
Part Time Staff 0
Staff Retention Rate % N/A
Professional Development No
Contractors 0
Volunteers 40
Management Reports to Board N/A
CEO/Executive Director Formal Evaluation N/A
Senior Management Formal Evaluation N/A
Non-Management Formal Evaluation N/A
Collaborations
We collaborate with the Military Officers Association of America and the Military Officers Association of Sarasota. Additionally, we collaborate with schools for the Academic Olympics program and JROTC Outstanding Cadet program. We partner with many local and national veterans organizations.For the last 3 years we have partnered with the Pops Orchestra to perform veteran and Flag Day concerts throughout the community.
External Assessments and Accreditations
Assessment/AccreditationYear
Awards & Recognition
Award/RecognitionOrganizationYear
In addition to past awards, MOAS has in recent years consistently been awarded the coveted annual MOAA Five-Star Level-of-Excellence (LOE) award from 2011-2017 .Military Officers Association of America "MOAA"2017
50 Year Affiliation AwardMilitary Officers Association of America "MOAA"2017
Best Newsletter-2006 - 2017MOAA awarded 4 & 5 Star communication awards for best newsletter & web site2017
Risk Management Provisions
Government Licenses
Organization Licensed by the Government No
Plans
Fundraising Plan No
Communication Plan No
Strategic Plan No
Strategic Plan Years
Strategic Plan Adopted 0
Management Succession Plan No
Continuity of Operations Plan No
Policies
Nondiscrimination Policy No
Whistle Blower Policy No
Document Destruction Policy No
Directors and Officers Insurance Policy No
Policies and Procedures No
Comments
Management Comments by Organization Our Sarasota Military Officers Scholarship Fund, Inc. (SMOSF), has no CEO, but rather is a separate entity in support of the  community outreach program of the Military Officers Association of America, Sarasota Chapter (MOAS). The SMOSF is, accordingly, managed by the MOAS management team including an SMOSF Committee Chair & MOAS Scholarship Director, who is supported by the MOAS President & Chairman of the Board of Directors, his officers & staff: 1st Vice President, 2nd Vice President, Secretary, Treasurer and Immediate Past President along with a number of other Committee Chairs and Directors.
Board Chair
Board Chair Mrs. Claire M. Power
Company Affiliation Military Officers Association of Sarasota
Board Term Jan 2018 to Dec 2018
Board Chair Email bcpower@comcast.net
Board Members
Board Members
NameAffiliation
Maj USAFR (Retired) Peter P Dering Community Volunteer
CAPT USPHS (Retired) Mario E Fajardo Community Volunteer
Mrs. Christa I. Friedlander Volunteer
Capt USAF (Former) Jack Klingensmith Second Vice President & Board member
RADM USNR (Retired) Brian N McCarthy Community Volunteer
Mrs. Kristine Nickel Board member
Mrs. Claire M. Power Volunteer
Lt USN (Former) George P. Tracy SrSAIC, Community Volunteer
LtCol USMCR (Retired) Ronald S Wozniak Community Volunteer
Constituency Includes Client Representation No
Board Ethnicity
African American/Black 0
Asian American/Pacific Islander 0
Caucasian 8
Hispanic/Latino 1
Native American/American Indian 0
Other 0 0
Board Gender
Male 6
Female 3
Unspecified 0
Governance
Board Term Lengths 1
Board Term Limits 99
Board Orientation Yes
Number of Full Board Meetings Annually 11
Board Meeting Attendance % 70
Board Self-Evaluation No
Written Board Selection Criteria Yes
Board Conflict of Interest Policy Yes
% of Board Making Monetary Contributions 100
% of Board Making In-Kind Contributions 100
Standing Committees
Scholarship
Marketing
Membership
Legislative
Program / Program Planning
Education
Operations
Comments
Governance Comments by Organization The organization has consulted with the Community Foundation in formalizing the framework of rules and priorities by which the board of directors ensures, accountability, fairness and transparency in the Chapter;s relationship with its stakeholders. The Chapter's governance framework consists of (1) explicit and implicit contracts between the Chapter and the stakeholders for distribution of responsibilities, rights and rewards, (2) procedures for reconciling the sometimes conflicting interests of stakeholders in accordance with their duties, privileges and roles, (3) procedures for proper supervision, control, and information-flows to serve a system of checks and balances.
Fiscal Year Projections
Fiscal Year Start Month Jan
Fiscal Year Start Day 01
Fiscal Year Begins 2018
Fiscal Year End Month Dec
Fiscal Year End Day 31
Fiscal Year Ends 2018
Projected Revenue $23,000.00
Projected Expenses $22,000.00
Total Projected Revenue includes "in-kind" contributions/ donations No
Organization has Endowment No
Capital Campaign
Currently In a Capital Campaign No
Campaign Purpose
Campaign Goal
Campaign Dates 0 to 0
Amount Raised To Date 0 as of 0
Audit/Financial Documents
Historical Financial Review
Expense Allocation
Fiscal Year201620152014
Program Expense$21,253$20,458$24,203
Administration Expense$522$541$364
Fundraising Expense$0$0$0
Payments to Affiliates$0$0$0
Total Revenue/Total Expenses0.970.991.70
Program Expense/Total Expenses98%97%99%
Fundraising Expense/Contributed Revenue0%0%0%
Assets and Liabilities
Fiscal Year201620152014
Total Assets$40,974$41,542$41,840
Current Assets$40,974$41,542$41,840
Long-Term Liabilities$0$0$0
Current Liabilities$0$0$0
Total Net Assets$40,974$41,542$41,840
Top Funding Sources
Fiscal Year201620152014
Top Funding Source & Dollar AmountContributions, gifts, grants $21,108Contributions, gifts, grants $20,673Contributions, gifts, grants $41,692
Second Highest Funding Source & Dollar AmountInvestment Income $99Investment Income $28Investment Income $21
Third Highest Funding Source & Dollar Amount0 $00 $00 $0
CEO/Executive Director Compensation N/A
Tax Credits No
Solvency
Short Term Solvency
Fiscal Year201620152014
Current Ratio: Current Assets/Current Liabilities------
Long Term Solvency
Fiscal Year201620152014
Long-Term Liabilities/Total Assets0%0%0%
Financials Comments
Financial Comments by Foundation Financial information taken from IRS Form 990.  Individual contributions include foundation and corporate support.
Nonprofit Sarasota Military Officers Scholarship Fund Inc (SMOSF)
Address PO Box 1016
Sarasota, FL 34230
Phone 941 323-1562 None

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.