Civic Intelligence

Coalition on Aging Transitions and Technology Inc

990EZ • Fiscal year 2016 • EIN 45-2515232

Jan 01, 2016 to Dec 31, 2016 • Filed on May 02, 2017

1021 Lakeland Hills BlvdLakeland, FL 33805

(863) 937-8023

Siviq Scores

Precomputed percentiles for this filing year versus similar nonprofits in the same peer cohort.

Liabilities / Assets

Score unavailable

No value available

Liabilities-to-assets requires both liabilities and assets on this filing.

Source year 2016

Liabilities / Revenue

Score unavailable

No value available

Liabilities-to-revenue requires both liabilities and revenue on this filing.

Source year 2016

Net Margin

64th percentile

10%

Higher net margin than 64% of similar nonprofits.

2016 filings • 501(c)3 • <$500k nonprofits • Source year 2016

Top Officer Pay

75th percentile

$0

Higher top officer pay than 75% of similar nonprofits.

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

2016 filings • 501(c)3 • <$500k nonprofits • Source year 2016

Asset Growth

56th percentile

5.1%

Faster asset growth than 56% of similar nonprofits.

2016 filings • 501(c)3 • <$500k nonprofits • Annualized from 2015 to 2016

Revenue Growth

93rd percentile

99%

Faster revenue growth than 93% of similar nonprofits.

2016 filings • 501(c)3 • <$500k nonprofits • Annualized from 2015 to 2016

Assets

Up

$113,076

Up $5,490 (+5.1%) from 2015

Net Assets

Up

$113,076

Up $5,490 (+5.1%) from 2015

Liabilities

-

No earlier filing loaded for comparison.

Revenue

Up

$13,615

Up $6,785 (+99%) from 2015

Expenses

Up

$12,245

Up $3,279 (+37%) from 2015

Net Income

Up

$1,370

Up $3,506 (+164%) from 2015

Historical Trend

Balance Sheet Trend

The highlighted filing sits inside the broader history for assets, liabilities, and net assets.

$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

2016

Assets$113,076
Liabilities-
Net Assets$113,076

Operations Trend

Revenue, expenses, and net income across loaded years, with this 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

2016

Revenue$13,615
Expenses$12,245
Net Income$1,370
Jump To
Filing Snapshot
Filing Period
Jan 1, 2016 to Dec 31, 2016
Signed
May 2, 2017
Return Version
2016v3.0
Gross Receipts
$13,615
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
THERE WERE 2 PARTICIPATING STUDENTS AND MADE REFERRALS TO A HOST OF COMMUNITY AGENCIES, AVERAGING ABOUT 10 REFERRALS PER WEEK WITH FOLLOW-UP PHONE CALLS TO AGENCIES AND ELDERS SEEKING SERVICES. THERE WERE 6 VOLUNTEER MEMORY SCREENERS AND 12 SENIOR SCHOLARS TEACHERS.-$9,645
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
ARMAND RAPETTIPresident-$0--
PATRICIA BOYCETreasurer-$0--
ROSEMARIE LAMMExecutive Di-$0--
MARYLEE HOLLISVice Preside-$0--
CHARLES BURDETTEDirector-$0--
AMY DUBOSEDirector-$0--
BARBARA CAGEDirector-$0--
SHARON LARSONDirector-$0--
SANDIE MCRORYDirector-$0--
GLORY O'MALLEYDirector-$0--
KIMBERLY SKINNERDirector-$0--
JAMIE TAPHORNDirector-$0--
GAIL BAGLEYSecretary-$0--
Filing and Contact Details

Filer

Filer Name
Coalition on Aging Transitions and
EIN
45-2515232
Phone
8639378023
Address
1021 LAKELAND HILLS BLVD, LAKELAND, FL 33805

Signing Officer

Name
Marylee Hollis
Title
Vice President
Phone
8639378023
Signed
2017-05-02
Discuss with paid preparer
Yes

Preparer

Firm
David R Ramos CPA
Address
4215 OLD ROAD 37, LAKELAND, FL 33813
Preparer
David R Ramos CPA
Phone
8637017885
Supplemental Narrative

Additional Explanations

Form 990-ez, Part I, Line 16

Expenses advertising 2,773 conferences and meetings 211 equipment rental 228 supplies 1,714 website expense 150 misc 100 total 5,176

Form 990-ez, Part I, Line 20

Unrealized gain on investments 4,121

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.

Form 990-ez, Part III, Line 28

There were 2 participating students and made referrals to a host of community agencies, averaging about 10 referrals per week with follow-up phone calls to agencies and elders seeking services. There were 6 volunteer memory screeners and 12 senior scholars teachers.

Raw XML Appendix172 raw XML fields

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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IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0PRESIDENT
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IRS990EZ/PrimaryExemptPurposeTxt0THE 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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IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0EXPENSES ADVERTISING 2,773 CONFERENCES AND MEETINGS 211 EQUIPMENT RENTAL 228 SUPPLIES 1,714 WEBSITE EXPENSE 150 MISC 100 TOTAL 5,176
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1UNREALIZED GAIN ON INVESTMENTS 4,121
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/ExplanationTxt3THERE WERE 2 PARTICIPATING STUDENTS AND MADE REFERRALS TO A HOST OF COMMUNITY AGENCIES, AVERAGING ABOUT 10 REFERRALS PER WEEK WITH FOLLOW-UP PHONE CALLS TO AGENCIES AND ELDERS SEEKING SERVICES. THERE WERE 6 VOLUNTEER MEMORY SCREENERS AND 12 SENIOR SCHOLARS TEACHERS.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990-EZ, PART I, LINE 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990-EZ, PART I, LINE 20
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990-EZ, PART III
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3FORM 990-EZ, PART III, LINE 28
ReturnHeader/BuildTS02017-02-10 21:41:12Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0MARYLEE HOLLIS
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0VICE PRESIDENT
ReturnHeader/BusinessOfficerGrp/PhoneNum08639378023
ReturnHeader/BusinessOfficerGrp/SignatureDt02017-05-02
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0COALITION ON AGING TRANSITIONS AND
ReturnHeader/Filer/BusinessName/BusinessNameLine2Txt0TECHNOLOGY INC
ReturnHeader/Filer/BusinessNameControlTxt0COAL
ReturnHeader/Filer/EIN0452515232
ReturnHeader/Filer/PhoneNum08639378023
ReturnHeader/Filer/USAddress/AddressLine1Txt01021 LAKELAND HILLS BLVD
ReturnHeader/Filer/USAddress/CityNm0LAKELAND
ReturnHeader/Filer/USAddress/StateAbbreviationCd0FL
ReturnHeader/Filer/USAddress/ZIPCd033805
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ReturnHeader/FilingSecurityInformation/AtSubmissionFilingDeviceId0E1A8F04C25372D72CC10AF1200EE98025ED6D2B9
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0593041038
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0DAVID R RAMOS CPA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt04215 OLD ROAD 37
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0LAKELAND
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0FL
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd033813
ReturnHeader/PreparerPersonGrp/PhoneNum08637017885
ReturnHeader/PreparerPersonGrp/PreparationDt02017-06-08
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0DAVID R RAMOS CPA
ReturnHeader/PreparerPersonGrp/SelfEmployedInd0X
ReturnHeader/ReturnTs02017-06-08T16:20:02-04:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02016-01-01
ReturnHeader/TaxPeriodEndDt02016-12-31
ReturnHeader/TaxYr02016

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