Liabilities / Assets
Score unavailable
Liabilities-to-assets requires both liabilities and assets on this filing.
Coalition on Aging Transitions and Technology Inc
990EZ • Fiscal year 2018 • EIN 45-2515232
Siviq Scores
Precomputed percentiles for this filing year versus similar nonprofits in the same peer cohort.
No value available
Liabilities / Revenue
Score unavailable
Liabilities-to-revenue requires both liabilities and revenue on this filing.
Net Margin
9th percentile
Higher net margin than 9% of similar nonprofits.
Top Officer Pay
76th percentile
Higher top officer pay than 76% of similar nonprofits.
Top officer pay equals 0.0% of source-year revenue.
Asset Growth
27th percentile
Faster asset growth than 27% of similar nonprofits.
Revenue Growth
85th percentile
Faster revenue growth than 85% of similar nonprofits.
Balance Sheet
Assets
Down$105,053
Down $14,030 (-12%) from 2017
Net Assets
Down$105,053
Down $14,030 (-12%) from 2017
Liabilities
-
No earlier filing loaded for comparison.
Revenue And Expenses
Revenue
Up$10,779
Up $3,412 (+46%) from 2017
Expenses
Up$15,360
Up $2,398 (+19%) from 2017
Net Income
Up-$4,581
Up $1,014 (+18%) from 2017
Historical Trend
Jump To
Filing Snapshot
- Filing Period
- Jan 1, 2018 to Dec 31, 2018
- Signed
- May 13, 2019
- Return Version
- 2018v3.1
- Gross Receipts
- $10,779
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
| Description | Grants | Expenses |
|---|---|---|
| MADE REFERRALS TO A HOST OF COMMUNITY AGENCIES, WITH FOLLOW-UP PHONE CALLS TO AGENCIES AND ELDERS SEEKING SERVICES. | - | $12,810 |
Compensation and Service Providers
Employees
| Name | Title | Full / Part Time | Base | Other | Total |
|---|---|---|---|---|---|
| CHARLES BURDETTE | Director | - | $0 | - | - |
| ROSEMARIE LAMM | Executive Di | - | $0 | - | - |
| ANDREW CROSSFIELD | Director | - | $0 | - | - |
| MARYLEE HOLLIS | Director | - | $0 | - | - |
| AMY DUBOSE | Director | - | $0 | - | - |
| GAIL BAGLEY | Treasurer | - | $0 | - | - |
| BARBARA CAGE | Director | - | $0 | - | - |
| JEAN BERKEN | Secretary | - | $0 | - | - |
| SANDRA MCCRORY | Director | - | $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
- Rosemarie Lamm
- Title
- Executive Director
- Phone
- 8636861221
- Signed
- 2019-05-13
- 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 3,266 404 supplies 445 total 4,115”
Form 990-ez, Part I, Line 20
“Unrealized gain on investments -9,449”
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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| IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt | 1 | 0 |
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| IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt | 3 | 0 |
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| IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm | 1 | ROSEMARIE LAMM |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm | 2 | ANDREW CROSSFIELD |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm | 3 | MARYLEE HOLLIS |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm | 4 | AMY DUBOSE |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm | 5 | GAIL BAGLEY |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm | 6 | BARBARA CAGE |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm | 7 | JEAN BERKEN |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm | 8 | SANDRA MCCRORY |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt | 0 | DIRECTOR |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt | 1 | EXECUTIVE DI |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt | 2 | DIRECTOR |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt | 3 | DIRECTOR |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt | 4 | DIRECTOR |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt | 5 | TREASURER |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt | 6 | DIRECTOR |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt | 7 | SECRETARY |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt | 8 | DIRECTOR |
| IRS990EZ/OperateHospitalInd | 0 | false |
| IRS990EZ/Organization501c3Ind | 0 | X |
| IRS990EZ/OrganizationDissolvedEtcInd | 0 | false |
| IRS990EZ/OrganizationHadUBIInd | 0 | false |
| IRS990EZ/OtherChangesInNetAssetsAmt | 0 | -9449 |
| IRS990EZ/OtherExpensesTotalAmt | 0 | 4115 |
| IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt | 0 | NONE |
| IRS990EZ/PartVIOfCompOfHghstPdEmplTxt | 0 | NONE |
| IRS990EZ/PoliticalCampaignActyInd | 0 | false |
| IRS990EZ/PrimaryExemptPurposeTxt | 0 | 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. |
| IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt | 0 | MADE REFERRALS TO A HOST OF COMMUNITY AGENCIES, WITH FOLLOW-UP PHONE CALLS TO AGENCIES AND ELDERS SEEKING SERVICES. |
| IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt | 0 | 12810 |
| IRS990EZ/ProhibitedTaxShelterTransInd | 0 | false |
| IRS990EZ/RelatedOrganizationCtrlEntInd | 0 | false |
| IRS990EZ/SaleOfAssetsGrossAmt | 0 | 1502 |
| IRS990EZ/ScheduleBNotRequiredInd | 0 | X |
| IRS990EZ/SchoolOperatingInd | 0 | false |
| IRS990EZ/SubjectToProxyTaxInd | 0 | false |
| IRS990EZ/TanningServicesProvidedInd | 0 | false |
| IRS990EZ/TotalExpensesAmt | 0 | 15360 |
| IRS990EZ/TotalProgramServiceExpensesAmt | 0 | 12810 |
| IRS990EZ/TotalRevenueAmt | 0 | 10779 |
| IRS990EZ/TransactionWithControlEntInd | 0 | false |
| IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd | 0 | false |
| IRS990EZ/TypeOfOrganizationCorpInd | 0 | X |
| IRS990EZ/WebsiteAddressTxt | 0 | N/A |
| IRS990ScheduleA/First5Years170Ind | 0 | X |
| IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearAmt | 0 | 6054 |
| IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus1YearAmt | 0 | 4600 |
| IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus2YearsAmt | 0 | 10634 |
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| IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus4YearsAmt | 0 | 10926 |
| IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/TotalAmt | 0 | 38249 |
| IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus2YearsAmt | 0 | 2981 |
| IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus3YearsAmt | 0 | 795 |
| IRS990ScheduleA/GrossInvestmentIncome170Grp/TotalAmt | 0 | 3776 |
| IRS990ScheduleA/GrossReceiptsRltdActivitiesAmt | 0 | 4825 |
| IRS990ScheduleA/PublicOrganization170Ind | 0 | X |
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| IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearAmt | 0 | 6054 |
| IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus1YearAmt | 0 | 4600 |
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| IRS990ScheduleA/TotalCalendarYear170Grp/TotalAmt | 0 | 38249 |
| IRS990ScheduleA/TotalSupportAmt | 0 | 42025 |
| IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt | 0 | EXPENSES ADVERTISING 3,266 404 SUPPLIES 445 TOTAL 4,115 |
| IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt | 1 | UNREALIZED GAIN ON INVESTMENTS -9,449 |
| IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt | 2 | 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. |
| IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc | 0 | FORM 990-EZ, PART I, LINE 16 |
| IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc | 1 | FORM 990-EZ, PART I, LINE 20 |
| IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc | 2 | FORM 990-EZ, PART III |
| ReturnHeader/BuildTS | 0 | 2019-02-21 02:37:17Z |
| ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd | 0 | true |
| ReturnHeader/BusinessOfficerGrp/PersonNm | 0 | ROSEMARIE LAMM |
| ReturnHeader/BusinessOfficerGrp/PersonTitleTxt | 0 | EXECUTIVE DIRECTOR |
| ReturnHeader/BusinessOfficerGrp/PhoneNum | 0 | 8636861221 |
| ReturnHeader/BusinessOfficerGrp/SignatureDt | 0 | 2019-05-13 |
| ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt | 0 | COALITION ON AGING TRANSITIONS AND |
| ReturnHeader/Filer/BusinessName/BusinessNameLine2Txt | 0 | TECHNOLOGY INC |
| ReturnHeader/Filer/BusinessNameControlTxt | 0 | COAL |
| ReturnHeader/Filer/EIN | 0 | 452515232 |
| ReturnHeader/Filer/PhoneNum | 0 | 8639378023 |
| ReturnHeader/Filer/USAddress/AddressLine1Txt | 0 | 1021 LAKELAND HILLS BLVD |
| ReturnHeader/Filer/USAddress/CityNm | 0 | LAKELAND |
| ReturnHeader/Filer/USAddress/StateAbbreviationCd | 0 | FL |
| ReturnHeader/Filer/USAddress/ZIPCd | 0 | 33805 |
| ReturnHeader/FilingSecurityInformation/AtSubmissionCreationDeviceId | 0 | ECFB8D485BEC34711B022BA9C244144F6D6A9902 |
| ReturnHeader/FilingSecurityInformation/AtSubmissionFilingDeviceId | 0 | 60F79A521C1D63BBE06554705332A785874138D1 |
| ReturnHeader/FilingSecurityInformation/FilingLicenseTypeCd | 0 | P |
| ReturnHeader/FilingSecurityInformation/IPAddress/IPv4AddressTxt | 0 | 97.76.60.74 |
| ReturnHeader/FilingSecurityInformation/IPDt | 0 | 2019-05-15 |
| ReturnHeader/FilingSecurityInformation/IPTimezoneCd | 0 | CD |
| ReturnHeader/FilingSecurityInformation/IPTm | 0 | 10:04:01 |
| ReturnHeader/PreparerFirmGrp/PreparerFirmEIN | 0 | 593041038 |
| ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt | 0 | DAVID R RAMOS CPA |
| ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt | 0 | 4215 OLD ROAD 37 |
| ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm | 0 | LAKELAND |
| ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd | 0 | FL |
| ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd | 0 | 33813 |
| ReturnHeader/PreparerPersonGrp/PhoneNum | 0 | 8637017885 |
| ReturnHeader/PreparerPersonGrp/PreparationDt | 0 | 2019-05-15 |
| ReturnHeader/PreparerPersonGrp/PreparerPersonNm | 0 | DAVID R RAMOS CPA |
| ReturnHeader/PreparerPersonGrp/SelfEmployedInd | 0 | X |
| ReturnHeader/ReturnTs | 0 | 2019-05-15T10:04:01-05:00 |
| ReturnHeader/ReturnTypeCd | 0 | 990EZ |
| ReturnHeader/TaxPeriodBeginDt | 0 | 2018-01-01 |
| ReturnHeader/TaxPeriodEndDt | 0 | 2018-12-31 |
| ReturnHeader/TaxYr | 0 | 2018 |
Document Assets
No mirrored PDF or thumbnail assets are attached yet.
Filings
Displayed year
2018 • Form 990EZDetailed filing. Detailed filing data is available for this year.
- Assets
- $105,053
- Liabilities
- -
- Net assets
- $105,053
- Revenue
- $10,779
- Expenses
- $15,360
- Net income
- -$4,581