Sun Coast Alliance for Lifelong Learning
PO BOX 1072
SARASOTA FL 34230-1072
SCALL exist to stimulate interest, appreciation and support of personal growth and enrichment opportunities offered by the independent and diverse lifelong learning organizations throughout Sarasota-Manatee counties.
CEO/Executive Director No Executive Director
Board Chair Mr. Robert V. Carlson Ed.D.
Board Chair Affiliation SunCoast Alliance for Lifelong Learning
General Info
Organization DBA
Supported Organization Adult & Community Enrichment at Suncoast Technical College, Lifelong Learning Academy, Pierian Spring Academy
Tax Exempt Status Public Supported Charity
Incorporation Year 2015
Awarded competitive grant from Community Foundation in the last 5 years? No
State Charitable Solicitations Permit Yes Oct 2018
State Registration 0
Financial Summary
IRS Letter of Determination
IRS Letter of DeterminationView
Impact Statement

SCALL Goals:

  1. To initiate an inter-organizational collaborative effort for the marketing of lifelong learning opportunities that presently exist in the suncoast region of southwest Florida. (Developed a colorful tri-fold that provides an overview of SCALL pursuits and information on website for searching lifelong learning opportunities.)
  2. To sponsor special programs and activities showcasing existing lifelong learning organizations and their unique learning opportunities. (Held a Showcase event in September, 2016, at which 24 presentations were given and 91 people attended.)
  3. To explore and establish organizational and program connections with other educational ventures in the suncoast area. (In May & June of 2017, 18 lifelong organizations were recruited and became members of SCALL.)
  4. To sustain and support social activities and volunteer opportunities associated with lifelong learning pursuits.
  5. To contribute to the image of Sarasota and Manatee counties as a special place known for its appreciation for the arts, humanities and lifelong learning pursuits.  (SCALL initiated a proposal to the Sarasota Tiger Bay Club to hold a panel discussion on lifelong learning.  This panel was held on September 7, 2017 before an audience of 250 people.)


Accomplishments to date (June, 2016):
  1. Established a formal organization (SCALL) to address the above goals including governance structure, by-laws, and  recruitment of three independent lifelong learning organizations.
  2. Conducted a day long Lifelong Learning Showcase in September (2015) which offered 37 one-hour class sessions taught by instructors recruited from four area lifelong learning organizations.  Evaluation results indicated 45 of 48 evaluations received rated the event as "excellent". 
  3. Raised financial funds to present of $12,519 to support SCALL goals including the development of a meta-website.
  4. Participated in Patterson Foundation sponsored labs for nonprofits conducted by Margin & Mission Ignition.  Purpose is to develop a strategic business plan for earned income.
  5. Initiated planning for Showcase II scheduled for September 16, 2016.
Needs Statement

Pressing Needs:

  1. To support and sustain SCALL member organizations' marketing efforts vis-à-vis a meta-website.  ($12,000-$15,000)
  2. To conduct a economic impact study of lifelong learning organizations in the Sarasota/Manatee counties. ($30,000)
  3. To establish a marketing plan for the SCALL meta-website.  ($3,000)
  4. To establish a revenue stream to support and sustain identified SCALL goals and maintenance of meta-website. ($24,000)
Background Statement
The impetus for establishing a collaborative organization for the major providers of lifelong learning opportunities in the suncoast region grew out of a need to supplement each independent marketing efforts and by doing so to better inform the general public and potential participants of existing lifelong learning opportunities.  Each participating organization conducts their own marketing efforts with modest to limited success.  It was felt these organizations could better impact the awareness of their respective programs by joining together in an organization dedicated to raising the profile of lifelong learning opportunities present in our community.  Representatives (two each) from five major providers met to discuss how a new cooperative venture might address the respective needs of the participating organizations.  From numerous subsequent meetings the SCALL organizations was conceptualized and established.  Its first major effort was targeted on a one-day showcase event designed to spark interest and awareness of specific learning opportunities that exist in the area.  This first time event drew 72 participants many of whom had not participated to date in any present offerings of the sponsoring lifelong learning organizations.  In addition to the Showcase, SCALL is presently engaged in developing a user-friendly meta-website at which users can search for lifelong learning opportunities in the Sun Coast area.  The Founding SCALL members include three major organizations (Adult & Community Enrichment @ Suncoast Technical College, Lifelong Learning Academy @ University of South Florida, and Pierian Spring Academy).
Areas Served
Areas Served
FL- Sarasota
FL- Manatee
Areas Served Comments Although SCALL is centered in Sarasota, FL, its outreach is to the suncoast region of southwest Florida including the counties of Sarasota and Manatee.
Service Categories
Primary Org Type Education
Secondary Org Type Arts,Culture & Humanities
Tertiary Org Type Public & Societal Benefit
Statement from the Board Chair/Board President
 As a lifelong educator, my passion is increasing opportunities for older adults to expand their knowledge, to meet new and interesting people who share similar interests, and to become and continue to be active learners. I serve as a volunteer dedicated to raise the profile of lifelong learning opportunities that exist in our suncoast region.  Our challenge is to raise awareness of the value of these programs to the quality of life of its residents, the potential impact such programs can have in attracting new people to area who value such opportunities, and to recognize not only their intellectual benefits but also the social and economic benefits of quality lifelong learning programs.
Description The Lifelong Learning Showcase is an annual, one-day event conceived by SCALL's Founding Member Organizations to provide participants a sampling of lifelong learning opportunities.  The event provides a variety of sessions from which interested attendees may choose.  The Showcase offers a number of networking opportunities along with lunch, refreshments, and is capped off with a keynote speaker.
Budget $2,500
Category Education, General/Other Adult Education
Program Linked to Organizational Strategy Yes
Population Served Adults Aging, Elderly, Senior Citizens Elderly and/or Disabled
Short Term Success As a result of the Showcase, a larger number of adults have become acquainted with program offerings of the leading lifelong learning organizations in the suncoast area.  Active involvement in lifelong learning courses and lectures have shown to contribute to one's quality of life and engagement with other individuals sharing a common interest. 
Long Term Success The long-term success of the Showcase and SCALL meta-website will impact the health and well being of the citizens of this region.
Program Success Monitoring  A written evaluation form and direct observation and conversations with attendees provides a good source of data and information on the effectiveness of the Showcase event.
Program Success Examples Feedback of the Showcase event revealed a very high order of satisfaction with the program and observations of participants requesting additional information on courses and venue locations.  Forty-eight people of the 72 in attendance completed an evaluation form and 45 of whom rated the program as excellent.  Twenty-two written suggestions for topics at next year's event were received.
Program Comments by Organization The Showcase proved so successful that plans are being made for repeating the event in September, 2017. The September, 2017 Showcase was cancelled due to Hurricane Irma.  Alternative plans are under study at this time.
CEO/Executive Director
CEO/Executive Director No Executive Director
CEO Term Start 0
CEO/Executive Director Email n/a
Former CEOs/Executive Directors
Senior Staff
Staff & Volunteer Statistics
Full Time Staff 0
Part Time Staff 0
Staff Retention Rate % N/A
Professional Development No
Contractors 0
Volunteers 7
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
 At present there are three lifelong learning organizations that are collaborating in the implementation of SCALL's mission and goals.  They include: Adult & Community Enrichment Program, Ringling College Lifelong Learning Academy,  Pierian Spring Academy, and Friendship Centers. As of September, 2017, SCALL membership of lifelong learning organizations for 2017-18 has expanded to 17 organizations: Adult & Community Enrichment, Alliance Francaise, C.G. Jung Society, Conservation Foundation Gulf Coast, Friendship Center for Aging Studies, Health Fit, Historic Spanish Point, Pace Program at University of South Florida, Ringling College of Lifelong Learning, Road Scholar, Rough and Ready, Sarasota Technology Users Group, Sarasota World Affairs Council, State College of Florida Continuing and  Community Studies, South Florida Museum and Women's Resource Center.
External Assessments and Accreditations
Awards & Recognition
$2,500 AwardSunTrust Foundation2015
$2,500Community Foundation of Sarasota County2015
$2,500Patterson Foundation2016
Risk Management Provisions
Government Licenses
Organization Licensed by the Government No
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
Nondiscrimination Policy No
Whistle Blower Policy No
Document Destruction Policy No
Directors and Officers Insurance Policy No
Policies and Procedures No
Management Comments by Organization Presently efforts are being directed at raising sufficient funds to support the meta-website implementation and planning for Showcase, 2017. As of September, 2017 adequate funds have been garnered to support the website and to underwrite a marketing/PR effort publicizing the website and lifelong learning programs offered by SCALL member organizations.
Board Chair
Board Chair Mr. Robert V. Carlson Ed.D.
Company Affiliation SunCoast Alliance for Lifelong Learning
Board Term July 2015 to June 2018
Board Chair Email
Board Members
Board Members
Ms. Lynne Anast Friendship Centers
Mr. Robert V. Carlson Ed.D.Pierian Spring Academy
Mr. Tom Dietrich Pierian Spring Academy
Ms. Bev Harms Ringling College Academy of Lifelong Learning
Ms. Galina Jordan Adult & Community Enrichment
Mr. Gene Kusekoski Pierian Spring Academy
Ms. Janna Overstreet Ph.D.Lifelong Learning Academy
Ms. Stacy Prouty Kobernick-Ancin-Benderson
Mr. Sam Samelson Lifelong Learning Academy
Ms. Laura Trubac Adult & Community Enrichment
Constituency Includes Client Representation Yes
Board Ethnicity
African American/Black 0
Asian American/Pacific Islander 0
Caucasian 10
Hispanic/Latino 0
Native American/American Indian 0
Other 0 0
Board Gender
Male 4
Female 6
Unspecified 0
Board Term Lengths 3
Board Term Limits 99
Board Orientation Yes
Number of Full Board Meetings Annually 5
Board Meeting Attendance % 86
Board Self-Evaluation Yes
Written Board Selection Criteria Under Development
Board Conflict of Interest Policy Yes
% of Board Making Monetary Contributions 2
% of Board Making In-Kind Contributions 100
Governance Comments by Organization

SCALL adopted an official set of By-Laws at its September 22, 2015 Board of Directors meeting.  Thus far these By-Laws are being carefully followed and have full support of the BOD.  Our Board meetings provide an opportunity to plan and coordinate our efforts regarding a website, showcase, and strategic planning on earned income.

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 $24,100.00
Projected Expenses $8,200.00
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
IRS Form 990s
Audit/Financial Documents
Historical Financial Review
Expense Allocation
Fiscal Year201720162015
Program Expense$15,324$2,381--
Administration Expense$0$0--
Fundraising Expense$0$0--
Payments to Affiliates$0$0--
Total Revenue/Total Expenses1.755.26--
Program Expense/Total Expenses100%100%--
Fundraising Expense/Contributed Revenue0%0%--
Assets and Liabilities
Fiscal Year201720162015
Total Assets$0$10,138--
Current Assets$0$10,138--
Long-Term Liabilities$0$0--
Current Liabilities$0$0--
Total Net Assets$0$10,138--
Top Funding Sources
Fiscal Year201720162015
Top Funding Source & Dollar AmountContributions, gifts, grants $22,877Contributions, gifts, grants $9,500--
Second Highest Funding Source & Dollar AmountFundraising $3,994Fundraising $3,019--
Third Highest Funding Source & Dollar Amount0 $00 $0--
CEO/Executive Director Compensation
Tax Credits No
Short Term Solvency
Fiscal Year201720162015
Current Ratio: Current Assets/Current Liabilities------
Long Term Solvency
Fiscal Year201720162015
Long-Term Liabilities/Total Assets--0%--
Financials Comments
Financial Comments by Organization Presently exploration of grant opportunities is being pursued to support in marketing program.
Financial Comments by Foundation Organization established June 2015; only current year financials available.  Financial information was taken from unaudited compilations.
Nonprofit Sun Coast Alliance for Lifelong Learning
Address PO BOX 1072
SARASOTA, FL 34236 1072
Phone 941 408-3723