SARASOTA COUNTY OPENLY PLANS FOR EXCELLENCE (SCOPE) INC (EIN 650459837) - Form 990 Financial Analysis & Trantor Score

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Financial Vulnerability Assessment (Tuckman-Chang)

4 risk indicators measuring financial stability and operational resilience

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Financial Trends

Organization Details

Formation Year

2001

Legal Domicile

Principal Officer

ROB LANE

Phone

9413654617

Tax Period

2017-07-01 to 2018-06-30

SARASOTA COUNTY OPENLY PLANS FOR EXCELLENCE (SCOPE) INC, founded in 2001, is a small nonprofit that reported $192K in total revenue in fiscal year 2017. Revenue fell 38% from the prior year — a significant decline worth monitoring. Expenses of $347K exceeded revenue, resulting in a 80% operating deficit.

Mission

SCOPE CONNECTS AND INSPIRES CITIZENS TO CREATE A BETTER COMMUNITY.

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Trantor Score

Financial Health Score (300–850) · Liquidity · Solvency · Sustainability · Efficiency

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Liquidity (40%) • Solvency (30%) • Sustainability (20%) • Efficiency (10%)

Financial Overview (2017)

Revenue Breakdown

Contributions & Grants $195,467

Program Service Revenue $0

Investment Income $473

Other Revenue $-3,577

TOTAL REVENUE $192,363

Expense Breakdown

Grants Paid $2,011

Salaries & Benefits $259,994

Fundraising Expenses $23,029

Program Expenses $282,788

Other Expenses $85,122

TOTAL EXPENSES $347,127

Year-over-Year Comparison

	2017	2016	Change
Revenue	$192,363	$309,824	-0.4%
Expenses	$347,127	$386,405	-0.1%
Net Income	$-154,764	$-76,581	+1.0%

Key Indicators

✗ Grants to Organizations ✗ Grants to Individuals ✗ Lobbying ✗ Political Activity ✗ Foreign Activities ✗ Donor Advised Fund ✓ Schedule B Required

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Financial Health Indicators

Comprehensive financial analysis: Altman Z-Score, liquidity, solvency, sustainability, efficiency, and growth metrics

Financial Distress Indicator

Liquidity & Cash Position

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Altman Z-Score • Liquidity Ratios • Solvency Analysis • Growth Indicators • Efficiency Metrics

Governance

Voting Members

Independent Members

Employees

Volunteers

Governance Policies

✓ Conflict of Interest Policy

✓ Whistleblower Policy

✓ Document Retention Policy

Special Practices & Reported Activities

✗ Operated a School

✗ Operated a Hospital

✗ Provided First Class Travel

✗ Reported Conflict of Interest

✗ Reported Asset Diversion

✗ Excess Benefit Transaction

✗ Made Political Expenditures

✗ Engaged in Lobbying

✗ Operated Donor Advised Fund

✗ Maintained Art Collections

✗ Filed Form 720

Compensation of Officers, Directors & Key Employees

Total Officers

$80,000

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
BELL GLEN	BOARD MEMBER	1.00	Director	$0	$0	$0
HAWORTH LEE	BOARD MEMBER	1.00	Director	$0	$0	$0
NOEL BRUZ	BOARD MEMBER	1.00	Director	$0	$0	$0
SEIDER TRACY	BOARD MEMBER	1.00	Director	$0	$0	$0
SESSIONS DAVID	BOARD MEMBER	1.00	Director	$0	$0	$0
SHELLEY KAYLA	BOARD MEMBER	1.00	Director	$0	$0	$0
VAUGHN-BIRCH NORMAN	BOARD MEMBER	1.00	Director	$0	$0	$0
TRYON TOM	CHAIRMAN	1.00	Officer Director	$0	$0	$0
DART JOHN	SECRETARY	1.00	Officer Director	$0	$0	$0
LANE ROBERT	TREASURER	1.00	Officer Director	$0	$0	$0
ARNEY LANCE	EXECUTIVE DIRECTOR	40.00	Officer	$80,000	$0	$80,000

Note: Compensation data is self-reported by the organization on their Form 990. "Reportable Comp" includes salary, bonuses, and other reportable compensation from the organization and related organizations. "Other Comp" includes benefits, deferred compensation, and non-taxable benefits.

Historical Data

Year	Revenue	Expenses	Assets	Net Income
2018	$192,363	$347,127	No data	$-154,764

SARASOTA COUNTY OPENLY PLANS FOR EXCELLENCE (SCOPE) INC