Civic Intelligence

Coalition on Aging Transitions and Technology Inc

EIN 45-2515232 • 501(c)3 • Lakeland, FL

Pub. 78 Eligible

Profile

The purpose of this organization is to connect individuals over the age of 50(seniors) with services in the community. The corporation is entirely run by volunteers. In addition to helping seniors find services, seniors are helped to find volunteer service opportunities with local non-profits, and offered senior classes to help with computer skills, exercise and life writing. The organization also offers a free caregivers support group and parkinson's support group. These support groups provide individuals and familties with encouragement to help them understand and cope with the disease process. In the future, the organization hopes to expand services to seniors to help with financial planning, insurance education, health and cooking, theater, fit over 50, social networking and other technological skills, art, brain fitness, etc.

5602 Lake Point DriveLakeland, FL 33813

n/A

Siviq Scores

Precomputed percentiles relative to similar nonprofits. These scores are descriptive rather than judgmental.

Liabilities / Assets

Score unavailable

No value available

Liabilities-to-assets requires both liabilities and assets on the latest valid filing.

Source year 2024

Liabilities / Revenue

Score unavailable

No value available

Liabilities-to-revenue requires both liabilities and revenue on the latest valid filing.

Source year 2024

Net Margin

84th percentile

34%

Higher net margin than 84% of similar nonprofits.

501(c)3 • <$500k nonprofits • Source year 2024

Top Officer Pay

84th percentile

$0

Higher top officer pay than 84% of similar nonprofits.

Top officer pay equals 0.0% of source-year revenue.

501(c)3 • <$500k nonprofits • Source year 2024

Asset Growth

73rd percentile

15%

Faster asset growth than 73% of similar nonprofits.

501(c)3 • <$500k nonprofits • Annualized from 2023 to 2024

Revenue Growth

88th percentile

67%

Faster revenue growth than 88% of similar nonprofits.

501(c)3 • <$500k nonprofits • Annualized from 2023 to 2024

Assets

Up

$132,607

Up $17,347 (+15%) from 2023

Liabilities

-

No earlier filing loaded for comparison.

Net Assets

Up

$132,607

Up $17,347 (+15%) from 2023

Revenue

Up

$30,064

Up $12,081 (+67%) from 2023

Expenses

Up

$19,871

Up $2,886 (+17%) from 2023

Net Income

Up

$10,193

Up $9,195 (+921%) from 2023

Trend Graphs

Balance Sheet Trend

Grouped bars show assets, liabilities, and net assets across loaded filings.

$150K$100K$50K$0Assets 2014: $110,875Net Assets 2014: $110,8752014Assets 2015: $107,586Net Assets 2015: $107,5862015Assets 2016: $113,076Net Assets 2016: $113,0762016Assets 2017: $119,083Net Assets 2017: $119,0832017Assets 2018: $105,053Net Assets 2018: $105,0532018Assets 2019: $114,675Net Assets 2019: $114,6752019Assets 2020: $125,378Net Assets 2020: $125,3782020Assets 2021: $134,163Net Assets 2021: $134,1632021Assets 2022: $109,633Net Assets 2022: $109,6332022Assets 2023: $115,260Net Assets 2023: $115,2602023Assets 2024: $132,607Net Assets 2024: $132,6072024

Highlighted filing

2024

Assets$132,607
Liabilities-
Net Assets$132,607

Operations Trend

Revenue, expenses, and net income by year, with the latest filing highlighted.

$40K$30K$20K$10K$0-$10KRevenue 2014: $15,903Expenses 2014: $6,209Net Income 2014: $9,6942014Revenue 2015: $6,830Expenses 2015: $8,966Net Income 2015: -$2,1362015Revenue 2016: $13,615Expenses 2016: $12,245Net Income 2016: $1,3702016Revenue 2017: $7,367Expenses 2017: $12,962Net Income 2017: -$5,5952017Revenue 2018: $10,779Expenses 2018: $15,360Net Income 2018: -$4,5812018Revenue 2019: $10,386Expenses 2019: $17,707Net Income 2019: -$7,3212019Revenue 2020: $8,630Expenses 2020: $8,717Net Income 2020: -$872020Revenue 2021: $12,045Expenses 2021: $9,116Net Income 2021: $2,9292021Revenue 2022: $10,464Expenses 2022: $12,605Net Income 2022: -$2,1412022Revenue 2023: $17,983Expenses 2023: $16,985Net Income 2023: $9982023Revenue 2024: $30,064Expenses 2024: $19,871Net Income 2024: $10,1932024

Highlighted filing

2024

Revenue$30,064
Expenses$19,871
Net Income$10,193

Filings

Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jan 1, 2024 to Dec 31, 2024
Signed
Jun 19, 2025
Return Version
2024v5.0
Gross Receipts
$30,064
Mission and Program Overview

Mission

The purpose of this organization is to connect individuals over the age of 50(seniors) with services in the community. The corporation is entirely run by volunteers. In addition to helping seniors find services, seniors are helped to find volunteer service opportunities with local non-profits, and offered senior classes to help with computer skills, exercise and life writing. The organization also offers a free caregivers support group and parkinson's support group. These support groups provide individuals and familties with encouragement to help them understand and cope with the disease process. In the future, the organization hopes to expand services to seniors to help with financial planning, insurance education, health and cooking, theater, fit over 50, social networking and other technological skills, art, brain fitness, etc.

Program Services

DescriptionGrantsExpenses
MADE REFERRALS TO A HOST OF COMMUNITY AGENCIES, WITH FOLLOW-UP PHONE CALLS TO AGENCIES AND ELDERS SEEKING SERVICES.-$15,889
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
CHARLES BURDETTEDirector-$0--
ROSEMARIE LAMMExecutive Di-$0--
JEAN BERKENSecretary-$0--
ANDREW CROSSFIELDPresident-$0--
SANDRA MCCRORYVice-Preside-$0--
GAIL BAGLEYTreasurer-$0--
Filing and Contact Details

Filer

Filer Name
Rath Senior Connextions Center Inc
EIN
45-2515232
Phone
8639378023
Address
5602 LAKE POINT DRIVE, LAKELAND, FL 33813

Signing Officer

Name
Rosemarie Lamm
Title
Executive Director
Phone
8636861221
Signed
2025-06-19
Discuss with paid preparer
Yes

Preparer

Firm
Ramos & Floyd Cpas Pllc
Address
4215 OLD ROAD 37, LAKELAND, FL 33813
Preparer
Trisha M Floyd CPA
Phone
8637017885
Supplemental Narrative

Additional Explanations

Form 990-ez, Part I, Line 16

Expenses advertising 1,092 travel 2,346 insurance 891 supplies 2,581 bank fees 113 telephone 50 total 7,073

Form 990-ez, Part I, Line 20

Unrealized gain on investments 7,154

Form 990-ez, Part III

The purpose of this organization is to connect individuals over the age of 50(seniors) with services in the community. The corporation is entirely run by volunteers. In addition to helping seniors find services, seniors are helped to find volunteer service opportunities with local non-profits, and offered senior classes to help with computer skills, exercise and life writing. The organization also offers a free caregivers support group and parkinson's support group. These support groups provide individuals and familties with encouragement to help them understand and cope with the disease process. In the future, the organization hopes to expand services to seniors to help with financial planning, insurance education, health and cooking, theater, fit over 50, social networking and other technological skills, art, brain fitness, etc.

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This appendix keeps the raw XML leaves available for debugging and edge-case review. The human report above is the primary experience.

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IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0EXPENSES ADVERTISING 1,092 TRAVEL 2,346 INSURANCE 891 SUPPLIES 2,581 BANK FEES 113 TELEPHONE 50 TOTAL 7,073
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1UNREALIZED GAIN ON INVESTMENTS 7,154
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2THE PURPOSE OF THIS ORGANIZATION IS TO CONNECT INDIVIDUALS OVER THE AGE OF 50(SENIORS) WITH SERVICES IN THE COMMUNITY. THE CORPORATION IS ENTIRELY RUN BY VOLUNTEERS. IN ADDITION TO HELPING SENIORS FIND SERVICES, SENIORS ARE HELPED TO FIND VOLUNTEER SERVICE OPPORTUNITIES WITH LOCAL NON-PROFITS, AND OFFERED SENIOR CLASSES TO HELP WITH COMPUTER SKILLS, EXERCISE AND LIFE WRITING. THE ORGANIZATION ALSO OFFERS A FREE CAREGIVERS SUPPORT GROUP AND PARKINSON'S SUPPORT GROUP. THESE SUPPORT GROUPS PROVIDE INDIVIDUALS AND FAMILTIES WITH ENCOURAGEMENT TO HELP THEM UNDERSTAND AND COPE WITH THE DISEASE PROCESS. IN THE FUTURE, THE ORGANIZATION HOPES TO EXPAND SERVICES TO SENIORS TO HELP WITH FINANCIAL PLANNING, INSURANCE EDUCATION, HEALTH AND COOKING, THEATER, FIT OVER 50, SOCIAL NETWORKING AND OTHER TECHNOLOGICAL SKILLS, ART, BRAIN FITNESS, ETC.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990-EZ, PART I, LINE 16
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ReturnHeader/BuildTS02025-03-06 01:10:19Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0ROSEMARIE LAMM
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0EXECUTIVE DIRECTOR
ReturnHeader/BusinessOfficerGrp/PhoneNum08636861221
ReturnHeader/BusinessOfficerGrp/SignatureDt02025-06-19
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0RATH SENIOR CONNEXTIONS CENTER INC
ReturnHeader/Filer/BusinessNameControlTxt0RATH
ReturnHeader/Filer/EIN0452515232
ReturnHeader/Filer/PhoneNum08639378023
ReturnHeader/Filer/USAddress/AddressLine1Txt05602 LAKE POINT DRIVE
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ReturnHeader/PreparerPersonGrp/PhoneNum08637017885
ReturnHeader/PreparerPersonGrp/PreparationDt02025-06-19
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0TRISHA M FLOYD CPA
ReturnHeader/ReturnTs02025-07-09T10:28:04-04:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02024-01-01
ReturnHeader/TaxPeriodEndDt02024-12-31
ReturnHeader/TaxYr02024

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