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 2020 • 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
38th percentile
Higher net margin than 38% 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
57th percentile
Faster asset growth than 57% of similar nonprofits.
Revenue Growth
47th percentile
Faster revenue growth than 47% of similar nonprofits.
Balance Sheet
Assets
Up$125,378
Up $10,703 (+9.3%) from 2019
Net Assets
Up$125,378
Up $10,703 (+9.3%) from 2019
Liabilities
-
No earlier filing loaded for comparison.
Revenue And Expenses
Revenue
Down$8,630
Down $1,756 (-17%) from 2019
Expenses
Down$8,717
Down $8,990 (-51%) from 2019
Net Income
Up-$87
Up $7,234 (+99%) from 2019
Historical Trend
Jump To
Filing Snapshot
- Filing Period
- Jan 1, 2020 to Dec 31, 2020
- Signed
- Mar 9, 2021
- Return Version
- 2020v4.0
- Gross Receipts
- $8,630
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. | - | $6,581 |
Compensation and Service Providers
Employees
| Name | Title | Full / Part Time | Base | Other | Total |
|---|---|---|---|---|---|
| CHARLES BURDETTE | Director | - | $0 | - | - |
| ROSEMARIE LAMM | Executive Di | - | $0 | - | - |
| JEAN BERKEN | Secretary | - | $0 | - | - |
| ANDREW CROSSFIELD | President | - | $0 | - | - |
| SANDRA MCCRORY | Vice-Preside | - | $0 | - | - |
| GAIL BAGLEY | Treasurer | - | $0 | - | - |
Filing and Contact Details
Filer
- Filer Name
- Coalition on Aging Transitions and
- EIN
- 45-2515232
- Phone
- 8639378023
- Address
- 801 S FLORIDA AVE SUITE 3, LAKELAND, FL 33803
Signing Officer
- Name
- Rosemarie Lamm
- Title
- Executive Director
- Phone
- 8636861221
- Signed
- 2021-03-09
- 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 1,096 supplies 332 bank fees 3 total 1,431”
Form 990-ez, Part I, Line 20
“Unrealized gain on investments 10,790”
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.”
Raw XML Appendix151 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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|---|---|---|
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| CompensationExplanation/CompensationExplanationGrp/PersonNm | 1 | ROSEMARIE LAMM |
| CompensationExplanation/CompensationExplanationGrp/PersonNm | 2 | JEAN BERKEN |
| CompensationExplanation/CompensationExplanationGrp/PersonNm | 3 | ANDREW CROSSFIELD |
| CompensationExplanation/CompensationExplanationGrp/PersonNm | 4 | SANDRA MCCRORY |
| CompensationExplanation/CompensationExplanationGrp/PersonNm | 5 | GAIL BAGLEY |
| IRS990EZ/ActivitiesNotPreviouslyRptInd | 0 | false |
| IRS990EZ/BooksInCareOfDetail/PersonNm | 0 | ROSEMARIE LAMM |
| IRS990EZ/BooksInCareOfDetail/PhoneNum | 0 | 8639378023 |
| IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt | 0 | 1021 LAKELAND HILLS BLVD |
| IRS990EZ/BooksInCareOfDetail/USAddress/CityNm | 0 | LAKELAND |
| IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd | 0 | FL |
| IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd | 0 | 33805 |
| IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt | 0 | 114675 |
| IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt | 0 | 125378 |
| IRS990EZ/ChgMadeToOrgnzngDocNotRptInd | 0 | false |
| IRS990EZ/ContributionsGiftsGrantsEtcAmt | 0 | 5582 |
| IRS990EZ/DonorAdvisedFndsInd | 0 | false |
| IRS990EZ/EngagedInExcessBenefitTransInd | 0 | false |
| IRS990EZ/ExcessOrDeficitForYearAmt | 0 | -87 |
| IRS990EZ/FeesAndOtherPymtToIndCntrctAmt | 0 | 2136 |
| IRS990EZ/FiledScheduleAInd | 0 | true |
| IRS990EZ/ForeignFinancialAccountInd | 0 | false |
| IRS990EZ/ForeignOfficeInd | 0 | false |
| IRS990EZ/Form1120PolFiledInd | 0 | false |
| IRS990EZ/Form990TotalAssetsGrp/BOYAmt | 0 | 114675 |
| IRS990EZ/Form990TotalAssetsGrp/EOYAmt | 0 | 125378 |
| IRS990EZ/GainOrLossFromSaleOfAssetsAmt | 0 | 618 |
| IRS990EZ/GrossReceiptsAmt | 0 | 8630 |
| IRS990EZ/InfoInScheduleOPartIIIInd | 0 | X |
| IRS990EZ/InfoInScheduleOPartIInd | 0 | X |
| IRS990EZ/InvestmentIncomeAmt | 0 | 2430 |
| IRS990EZ/LobbyingActivitiesInd | 0 | false |
| IRS990EZ/MadeLoansToFromOfficersInd | 0 | false |
| IRS990EZ/MethodOfAccountingCashInd | 0 | X |
| IRS990EZ/NetAssetsOrFundBalancesBOYAmt | 0 | 114675 |
| IRS990EZ/NetAssetsOrFundBalancesEOYAmt | 0 | 125378 |
| IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt | 0 | 114675 |
| IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt | 0 | 125378 |
| IRS990EZ/OccupancyRentUtltsAndMaintAmt | 0 | 5150 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt | 0 | 1.00 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt | 1 | 1.00 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt | 2 | 1.00 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt | 3 | 1.00 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt | 4 | 1.00 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt | 5 | 1.00 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt | 0 | 0 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt | 1 | 0 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt | 2 | 0 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt | 3 | 0 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt | 4 | 0 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt | 5 | 0 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm | 0 | CHARLES BURDETTE |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm | 1 | ROSEMARIE LAMM |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm | 2 | JEAN BERKEN |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm | 3 | ANDREW CROSSFIELD |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm | 4 | SANDRA MCCRORY |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm | 5 | GAIL BAGLEY |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt | 0 | DIRECTOR |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt | 1 | EXECUTIVE DI |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt | 2 | SECRETARY |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt | 3 | PRESIDENT |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt | 4 | VICE-PRESIDE |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt | 5 | TREASURER |
| IRS990EZ/OperateHospitalInd | 0 | false |
| IRS990EZ/Organization501c3Ind | 0 | X |
| IRS990EZ/OrganizationDissolvedEtcInd | 0 | false |
| IRS990EZ/OrganizationHadUBIInd | 0 | false |
| IRS990EZ/OtherChangesInNetAssetsAmt | 0 | 10790 |
| IRS990EZ/OtherExpensesTotalAmt | 0 | 1431 |
| 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 | 6581 |
| IRS990EZ/ProhibitedTaxShelterTransInd | 0 | false |
| IRS990EZ/RelatedOrganizationCtrlEntInd | 0 | false |
| IRS990EZ/SaleOfAssetsGrossAmt | 0 | 618 |
| IRS990EZ/ScheduleBNotRequiredInd | 0 | X |
| IRS990EZ/SchoolOperatingInd | 0 | false |
| IRS990EZ/SubjectToProxyTaxInd | 0 | false |
| IRS990EZ/TanningServicesProvidedInd | 0 | false |
| IRS990EZ/TotalExpensesAmt | 0 | 8717 |
| IRS990EZ/TotalProgramServiceExpensesAmt | 0 | 6581 |
| IRS990EZ/TotalRevenueAmt | 0 | 8630 |
| IRS990EZ/TransactionWithControlEntInd | 0 | false |
| IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd | 0 | false |
| IRS990EZ/TypeOfOrganizationCorpInd | 0 | X |
| IRS990EZ/WebsiteAddressTxt | 0 | N/A |
| IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearAmt | 0 | 5582 |
| IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus1YearAmt | 0 | 7491 |
| IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus2YearsAmt | 0 | 6054 |
| IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus3YearsAmt | 0 | 4600 |
| IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus4YearsAmt | 0 | 10634 |
| IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/TotalAmt | 0 | 34361 |
| IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus1YearAmt | 0 | 2894 |
| IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus2YearsAmt | 0 | 4724 |
| IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus3YearsAmt | 0 | 2767 |
| IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus4YearsAmt | 0 | 2981 |
| IRS990ScheduleA/GrossInvestmentIncome170Grp/TotalAmt | 0 | 13366 |
| IRS990ScheduleA/GrossReceiptsRltdActivitiesAmt | 0 | 9035 |
| IRS990ScheduleA/PublicOrganization170Ind | 0 | X |
| IRS990ScheduleA/PublicSupportCY170Pct | 0 | 0.71990 |
| IRS990ScheduleA/PublicSupportTotal170Amt | 0 | 34361 |
| IRS990ScheduleA/ThirtyThrPctSuprtTestsCY170Ind | 0 | X |
| IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearAmt | 0 | 5582 |
| IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus1YearAmt | 0 | 7491 |
| IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus2YearsAmt | 0 | 6054 |
| IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus3YearsAmt | 0 | 4600 |
| IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus4YearsAmt | 0 | 10634 |
| IRS990ScheduleA/TotalCalendarYear170Grp/TotalAmt | 0 | 34361 |
| IRS990ScheduleA/TotalSupportAmt | 0 | 47727 |
| IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt | 0 | EXPENSES ADVERTISING 1,096 SUPPLIES 332 BANK FEES 3 TOTAL 1,431 |
| IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt | 1 | UNREALIZED GAIN ON INVESTMENTS 10,790 |
| 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 | 2022-09-23 18:48:47Z |
| 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 | 2021-03-09 |
| 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 | 801 S FLORIDA AVE SUITE 3 |
| ReturnHeader/Filer/USAddress/CityNm | 0 | LAKELAND |
| ReturnHeader/Filer/USAddress/StateAbbreviationCd | 0 | FL |
| ReturnHeader/Filer/USAddress/ZIPCd | 0 | 33803 |
| 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 | 2021-03-09 |
| ReturnHeader/PreparerPersonGrp/PreparerPersonNm | 0 | DAVID R RAMOS CPA |
| ReturnHeader/PreparerPersonGrp/SelfEmployedInd | 0 | X |
| ReturnHeader/ReturnTs | 0 | 2021-04-13T10:29:31-05:00 |
| ReturnHeader/ReturnTypeCd | 0 | 990EZ |
| ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm | 0 | ROSEMARIE |
| ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm | 0 | LAMM |
| ReturnHeader/TaxPeriodBeginDt | 0 | 2020-01-01 |
| ReturnHeader/TaxPeriodEndDt | 0 | 2020-12-31 |
| ReturnHeader/TaxYr | 0 | 2020 |
Document Assets
No mirrored PDF or thumbnail assets are attached yet.
Filings
Displayed year
2020 • Form 990EZDetailed filing. Detailed filing data is available for this year.
- Assets
- $125,378
- Liabilities
- -
- Net assets
- $125,378
- Revenue
- $8,630
- Expenses
- $8,717
- Net income
- -$87