Civic Intelligence

Flagship Foundation

990PF • Fiscal year 2013 • EIN 31-1534898

Jan 01, 2013 to Dec 31, 2013 • Filed on Feb 26, 2014

Organization Profile
405 Madison AvenueRoom/Suite 225043604-1207

(419) 241-2100

Siviq Scores

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

Liabilities / Assets

58th percentile

0.00x

Tied with the lowest-debt nonprofits in its peer group.

2013 filings • <$500k nonprofits • Source year 2013

Liabilities / Revenue

59th percentile

0.00x

Tied with the lowest-debt nonprofits in its peer group.

2013 filings • <$500k nonprofits • Source year 2013

Net Margin

97th percentile

92%

Higher net margin than 97% of similar nonprofits.

2013 filings • <$500k nonprofits • Source year 2013

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.

2013 filings • <$500k nonprofits • Source year 2013

Asset Growth

86th percentile

44%

Faster asset growth than 86% of similar nonprofits.

2013 filings • <$500k nonprofits • Annualized from 2012 to 2013

Revenue Growth

Score unavailable

No value available

No earlier valid filing was available within the previous three public years.

Source year 2013

Balance Sheet
Liabilities / Assets58th percentile

Assets

Up

$133,037

Up $58,641 (+79%) from 2011

Net Assets

Up

$133,037

Up $58,641 (+79%) from 2011

Liabilities

Flat

$0

Flat from 2011

Revenue And Expenses
Liabilities / Revenue59th percentileNet Margin97th percentile

Revenue

$44,435

No earlier filing loaded for comparison.

Expenses

Down

$3,713

Down $41,216 (-92%) from 2011

Net Income

$40,722

No earlier filing loaded for comparison.

Historical Trend

Balance Sheet Trend

Asset Growth86th percentile

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

$1.5M$1.0M$500K$0Assets 2011: $74,396Liabilities 2011: $0Net Assets 2011: $74,3962011Assets 2013: $133,037Liabilities 2013: $0Net Assets 2013: $133,0372013Assets 2014: $67,395Liabilities 2014: $0Net Assets 2014: $67,3952014Assets 2015: $1,307,992Liabilities 2015: $0Net Assets 2015: $1,307,9922015Assets 2016: $1,191,030Liabilities 2016: $0Net Assets 2016: $1,191,0302016Assets 2017: $1,253,960Liabilities 2017: $0Net Assets 2017: $1,253,9602017Assets 2018: $1,256,712Liabilities 2018: $0Net Assets 2018: $1,256,7122018Assets 2019: $1,267,783Liabilities 2019: $0Net Assets 2019: $1,267,7832019Assets 2021: $1,206,918Liabilities 2021: $0Net Assets 2021: $1,206,9182021Assets 2022: $1,125,506Liabilities 2022: $0Net Assets 2022: $1,125,5062022

Highlighted filing

2013

Assets$133,037
Liabilities$0
Net Assets$133,037
Open 2013 Filing

Operations Trend

Revenue GrowthScore unavailable

Revenue, expenses, and net income across loaded years, with this filing highlighted.

$1.5M$1.0M$500K$0-$500KExpenses 2011: $44,9292011Revenue 2013: $44,435Expenses 2013: $3,713Net Income 2013: $40,7222013Revenue 2014: $47,577Expenses 2014: $113,219Net Income 2014: -$65,6422014Revenue 2015: $1,286,244Expenses 2015: $113,796Net Income 2015: $1,172,4482015Revenue 2016: $13,345Expenses 2016: $130,210Net Income 2016: -$116,8652016Revenue 2017: $87,437Expenses 2017: $24,472Net Income 2017: $62,9652017Revenue 2018: $82,256Expenses 2018: $79,443Net Income 2018: $2,8132018Revenue 2019: $82,907Expenses 2019: $71,800Net Income 2019: $11,1072019Revenue 2021: $35,936Expenses 2021: $124,321Net Income 2021: -$88,3852021Revenue 2022: $60,637Expenses 2022: $142,049Net Income 2022: -$81,4122022

Highlighted filing

2013

Revenue$44,435
Expenses$3,713
Net Income$40,722
Open 2013 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2013 to Dec 31, 2013
Signed
Feb 26, 2014
Return Version
2013v3.1
Compensation and Service Providers
Top Officer Pay75th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
TODD M PETERSPres & Ttee-$0--
JEANNE M PETERSVP And Ttee-$0--
WILLIAM F BATESSec, Tr & Tt-$0--
Filing and Contact Details

Filer

EIN
31-1534898
Phone
4192412100

Signing Officer

Name
William F Bates
Title
Secretary/treasurer
Phone
4192412100
Signed
2014-02-26
Discuss with paid preparer
Yes

Preparer

Preparer
Sally a Tarrant
Phone
4195179850
Raw XML Appendix259 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.

Path#Value
AccountingFeesSchedule/AccountingFeesDetail/Amt02072
AccountingFeesSchedule/AccountingFeesDetail/CategoryTxt0SALLY A. TARRANT CPA & ASSOCIATE
AccountingFeesSchedule/AccountingFeesDetail/DisbursementsCharitablePrpsAmt02072
CompensationExplanation/CompensationExplanationGrp/PersonNm0TODD M PETERS
CompensationExplanation/CompensationExplanationGrp/PersonNm1JEANNE M PETERS
CompensationExplanation/CompensationExplanationGrp/PersonNm2WILLIAM F BATES
ExplnOfNonFilingWithAGStmt/ExplanationTxt0PURSUANT TO THE RULES ESTABLISHED BY THE STATE OF OHIO'S OFFICE OF THE ATTORNEY GENERAL, THE FOUNDATION SUBMITTED THE FORM "VERIFICATION OF FILING WITH THE INTERNAL REVENUE SERVICE" TO THE STATE OF OHIO IN LIEU OF A COPY OF THE FEDERAL RETURN.
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt013803
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt113232
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt214224
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt326383
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt0375375
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt1503745
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt2291512
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt3322384
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm07500 SHS MERCK & CO. COMMON STOCK
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm15500 SHS JOHNSON & JOHNSON COMM. STK
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm210400 SHS GENERAL ELECTRIC COMM. STK
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm33960 SHS PROCTOR & GAMBLE COMM. STK
IRS990PF/AnalysisIncomeProducingActyGrp/DivAndIntFromSecPartVIIGrp/ExclusionAmt044435
IRS990PF/AnalysisIncomeProducingActyGrp/DivAndIntFromSecPartVIIGrp/ExclusionCd014
IRS990PF/AnalysisIncomeProducingActyGrp/SubtotalsIncmProducingActyGrp/ExclusionAmt044435
IRS990PF/AnalysisIncomeProducingActyGrp/TotalIncomeProducingActyAmt044435
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesChrtblPrpsAmt02072
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesRevAndExpnssAmt02072
IRS990PF/AnalysisOfRevenueAndExpenses/ContriPaidDsbrsChrtblAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/ContriPaidRevAndExpnssAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsNetInvstIncmAmt044435
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsRevAndExpnssAmt044435
IRS990PF/AnalysisOfRevenueAndExpenses/ExcessRevenueOverExpensesAmt040722
IRS990PF/AnalysisOfRevenueAndExpenses/LegalFeesDsbrsChrtblAmt0560
IRS990PF/AnalysisOfRevenueAndExpenses/LegalFeesRevAndExpnssAmt0560
IRS990PF/AnalysisOfRevenueAndExpenses/NetInvestmentIncomeAmt043572
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesDsbrsChrtblAmt0218
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesRevAndExpnssAmt0218
IRS990PF/AnalysisOfRevenueAndExpenses/ScheduleBNotRequiredInd0X
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesNetInvstIncmAmt0863
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesRevAndExpnssAmt0863
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesDsbrsChrtblAmt02850
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesNetInvstIncmAmt0863
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesRevAndExpnssAmt03713
IRS990PF/AnalysisOfRevenueAndExpenses/TotalNetInvstIncmAmt044435
IRS990PF/AnalysisOfRevenueAndExpenses/TotalRevAndExpnssAmt044435
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesDsbrsChrtblAmt02850
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesNetInvstIncmAmt0863
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesRevAndExpnssAmt03713
IRS990PF/ChgInNetAssetsFundBalancesGrp/ExcessRevenueOverExpensesAmt040722
IRS990PF/ChgInNetAssetsFundBalancesGrp/SubtotalAmt0133037
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesBOYAmt092315
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesEOYAmt0133037
IRS990PF/DistributableAmountGrp/DistributableAsAdjustedAmt068793
IRS990PF/DistributableAmountGrp/DistributableBeforeAdjAmt068793
IRS990PF/DistributableAmountGrp/DistributableBeforeDedAmt068793
IRS990PF/DistributableAmountGrp/MinimumInvestmentReturnAmt069664
IRS990PF/DistributableAmountGrp/TaxBasedOnInvestmentIncomeAmt0871
IRS990PF/DistributableAmountGrp/TotalTaxAmt0871
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/EstimatedPlusOvpmtIncmTxAmt0810
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/InvestmentIncomeExciseTaxAmt0871
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/SubtotalAmt0871
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxBasedOnInvestmentIncomeAmt0871
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxDueAmt061
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TotalPaymentsAndCreditsAmt0810
IRS990PF/FMVAssetsEOYAmt01558411
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockBOYAmt067642
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockEOYAmt067642
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockEOYFMVAmt01493016
IRS990PF/Form990PFBalanceSheetsGrp/OrgDoesNotFollowSFAS117Ind0X
IRS990PF/Form990PFBalanceSheetsGrp/RetainedEarningBOYAmt092315
IRS990PF/Form990PFBalanceSheetsGrp/RetainedEarningEOYAmt0133037
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstBOYAmt024673
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstEOYAmt065395
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstEOYFMVAmt065395
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsBOYAmt092315
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsEOYAmt0133037
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsEOYFMVAmt01558411
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesEOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesNetAstBOYAmt092315
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesNetAstEOYAmt0133037
IRS990PF/Form990PFBalanceSheetsGrp/TotNetAstOrFundBalancesBOYAmt092315
IRS990PF/Form990PFBalanceSheetsGrp/TotNetAstOrFundBalancesEOYAmt0133037
IRS990PF/MethodOfAccountingCashInd0X
IRS990PF/MinimumInvestmentReturnGrp/AdjustedTotalFMVOfUnusedAstAmt01414504
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyCashBalancesAmt044517
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyFMVOfSecAmt01369987
IRS990PF/MinimumInvestmentReturnGrp/CashDeemedCharitableAmt021218
IRS990PF/MinimumInvestmentReturnGrp/FMVAllOtherNoncharitableAstAmt00
IRS990PF/MinimumInvestmentReturnGrp/MinimumInvestmentReturnAmt069664
IRS990PF/MinimumInvestmentReturnGrp/NetVlNoncharitableAssetsAmt01393286
IRS990PF/MinimumInvestmentReturnGrp/TotalFMVOfUnusedAssetsAmt01414504
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompOfHghstPdCntrctOrNONETxt0NONE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompOfHghstPdEmplOrNONETxt0NONE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt00.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt10.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt20.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt10
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt20
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/EmployeeBenefitProgramAmt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/EmployeeBenefitProgramAmt10
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/EmployeeBenefitProgramAmt20
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/ExpenseAccountOtherAllwncAmt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/ExpenseAccountOtherAllwncAmt10
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/ExpenseAccountOtherAllwncAmt20
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm0TODD M PETERS
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm1JEANNE M PETERS
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm2WILLIAM F BATES
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt0PRES & TTEE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt1VP AND TTEE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt2SEC, TR & TT
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine10198 BRISTOL ROAD
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine11198 BRISTOL ROAD
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine12405 MADISON AVENUE SUITE 2250
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/City0WELLESLEY
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/City1WELLESLEY
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/City2TOLEDO
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/State0MA
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/State1MA
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/State2OH
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCode002481
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCode102481
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCode2436041207
IRS990PF/Organization501c3ExemptPFInd0X
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjNetVlNoncharitableAssetsAmt066104
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjNonchrtblNetInvstIncmPctAmt066540
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr1Amt022241
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr2Amt044464
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr3Amt075861
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr4Amt080540
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr5Amt027742
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AverageDistributionRt00.047445
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr1Rt00.019301
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr2Rt00.041573
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr3Rt00.071798
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr4Rt00.082260
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr5Rt00.022292
IRS990PF/QlfyUndSect4940eReducedTaxGrp/LiableSection4942TaxInd0false
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetInvestmentIncomePctAmt0436
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsAmt01393286
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr1Amt01152330
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr2Amt01069553
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr3Amt01056594
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr4Amt0979096
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IRS990PF/QlfyUndSect4940eReducedTaxGrp/TotalDistributionRt00.237224
IRS990PF/QualifyingDistriPartXIIGrp/AdjustedQualifyingDistriAmt02850
IRS990PF/QualifyingDistriPartXIIGrp/ExpensesAndContributionsAmt02850
IRS990PF/QualifyingDistriPartXIIGrp/QualifyingDistributionsAmt02850
IRS990PF/StatementsRegardingActy4720Grp/ActsFailToQlfyAsExceptionsInd0false
IRS990PF/StatementsRegardingActy4720Grp/BrrwOrLendDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/BusinessHoldingsInd0false
IRS990PF/StatementsRegardingActy4720Grp/FurnGoodsDisqualifiedPrsnInd0true
IRS990PF/StatementsRegardingActy4720Grp/GrantsToIndividualsInd0false
IRS990PF/StatementsRegardingActy4720Grp/GrantsToOrganizationsInd0false
IRS990PF/StatementsRegardingActy4720Grp/InfluenceElectionInd0false
IRS990PF/StatementsRegardingActy4720Grp/InfluenceLegislationInd0false
IRS990PF/StatementsRegardingActy4720Grp/JeopardyInvestmentsInd0false
IRS990PF/StatementsRegardingActy4720Grp/NoncharitablePurposeInd0false
IRS990PF/StatementsRegardingActy4720Grp/PayCompDisqualifiedPrsnInd0true
IRS990PF/StatementsRegardingActy4720Grp/PaymentToGovernmentOfficialInd0false
IRS990PF/StatementsRegardingActy4720Grp/PayPremiumsPrsnlBnftCntrctInd0false
IRS990PF/StatementsRegardingActy4720Grp/ProhibitedTaxShelterTransInd0false
IRS990PF/StatementsRegardingActy4720Grp/RcvFndsToPayPrsnlBnftCntrctInd0false
IRS990PF/StatementsRegardingActy4720Grp/SaleOrExchDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/TransferAstDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/UncorrectedPriorActsInd0false
IRS990PF/StatementsRegardingActy4720Grp/UncorrectedPYJeopardyInvstInd0false
IRS990PF/StatementsRegardingActy4720Grp/UndistributedIncomePYInd0false
IRS990PF/StatementsRegardingActyGrp/ActivitiesNotPreviouslyRptInd0false
IRS990PF/StatementsRegardingActyGrp/AtLeast5000InAssetsInd0true
IRS990PF/StatementsRegardingActyGrp/ChangesToArticlesOrBylawsInd0false
IRS990PF/StatementsRegardingActyGrp/ComplyWithPublicInspRqrInd0true
IRS990PF/StatementsRegardingActyGrp/DonorAdvisedFundInd0false
IRS990PF/StatementsRegardingActyGrp/ForeignAccountsQuestionInd0false
IRS990PF/StatementsRegardingActyGrp/Form1120POLFiledInd0false
IRS990PF/StatementsRegardingActyGrp/Form990PFFiledWithAttyGenInd0false
IRS990PF/StatementsRegardingActyGrp/IndividualWithBooksNm0WILLIAM F BATES ESQ
IRS990PF/StatementsRegardingActyGrp/LegislativePoliticalActyInd0false
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/AddressLine10405 MADISON AVENUE STE 2250
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/City0TOLEDO
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/State0OH
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/ZIPCode0436041207
IRS990PF/StatementsRegardingActyGrp/MoreThan100SpentInd0false
IRS990PF/StatementsRegardingActyGrp/NewSubstantialContributorsInd0false
IRS990PF/StatementsRegardingActyGrp/OrganizationDissolvedEtcInd0false
IRS990PF/StatementsRegardingActyGrp/OrgReportOrRegisterStateCd0OH
IRS990PF/StatementsRegardingActyGrp/OwnControlledEntityInd0false
IRS990PF/StatementsRegardingActyGrp/PhoneNum04192412100
IRS990PF/StatementsRegardingActyGrp/PrivateOperatingFoundationInd0false
IRS990PF/StatementsRegardingActyGrp/Section508eRqrSatisfiedInd0true
IRS990PF/StatementsRegardingActyGrp/UnrelatedBusIncmOverLimitInd0false
IRS990PF/StatementsRegardingActyGrp/WebsiteAddressTxt0N/A
IRS990PF/SumOfProgramRelatedInvstGrp/Description1Txt0N/A
IRS990PF/SupplementaryInformationGrp/ContributingManagerNm0TODD M PETERS
IRS990PF/SupplementaryInformationGrp/OnlyContriToPreselectedInd0X
IRS990PF/SupplementaryInformationGrp/ShareholderManagerNm0NONE
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/LoansOrLoanGuaranteesInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PerformanceOfServicesEtcInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PurchaseOfAssetsNonchrtblEOInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/ReimbursementArrangementsInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RelationshipsNonchrtblEOInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RentalOfFacilitiesOthAssetsInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SalesOrExchangesOfAssetsInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SharingOfFacilitiesEtcInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOfCashToNonchrtblEOInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOtherAssetNonchrtblEOInd0false
IRS990PF/UndistributedIncomeGrp/AppliedToCurrentYearAmt02850
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt068793
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovAppCYAmt09282
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr3Amt09282
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovAppCYCorpusAmt09282
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt02850
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt09282
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt056661
LegalFeesSchedule/LegalFeesGrp/CategoryTxt0BATES & ASSOCIATES, LLC
LegalFeesSchedule/LegalFeesGrp/DisbursementsCharitablePrpsAmt0560
LegalFeesSchedule/LegalFeesGrp/LegalFeesAmt0560
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc0EXPENSES
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc1ANNUAL FILING FEE - OHIO
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc2BATES & ASSOC - POSTAGE, COPY
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt0200
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt118
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt0200
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt118
TaxesSchedule/TaxesDetail/Amt0810
TaxesSchedule/TaxesDetail/Amt153
TaxesSchedule/TaxesDetail/CategoryTxt02013 ESTIMATED EXCISE PAYMENT
TaxesSchedule/TaxesDetail/CategoryTxt12012 EXCISE BALANCE DUE
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt0810
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt153
ReturnHeader/BuildTS02015-12-30 17:16:21Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0WILLIAM F BATES
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0SECRETARY/TREASURER
ReturnHeader/BusinessOfficerGrp/PhoneNum04192412100
ReturnHeader/BusinessOfficerGrp/SignatureDt02014-02-26
ReturnHeader/Filer/BusinessName/BusinessNameLine10FLAGSHIP FOUNDATION
ReturnHeader/Filer/BusinessNameControlTxt0FLAG
ReturnHeader/Filer/EIN0311534898
ReturnHeader/Filer/PhoneNum04192412100
ReturnHeader/Filer/USAddress/AddressLine10405 MADISON AVENUE
ReturnHeader/Filer/USAddress/AddressLine20ROOM/SUITE 2250
ReturnHeader/Filer/USAddress/City0TOLEDO
ReturnHeader/Filer/USAddress/State0OH
ReturnHeader/Filer/USAddress/ZIPCode0436041207
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine10SALLY A TARRANT CPA & ASSOCIATES LTD
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine106711 MONROE ST BLDG IV STE B
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/City0SYLVANIA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/State0OH
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCode043560
ReturnHeader/PreparerPersonGrp/PhoneNum04195179850
ReturnHeader/PreparerPersonGrp/PreparationDt02014-02-27
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0SALLY A TARRANT
ReturnHeader/PreparerPersonGrp/SelfEmployedInd0X
ReturnHeader/ReturnTs02014-03-06T14:16:11-06:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/TaxPeriodBeginDt02013-01-01
ReturnHeader/TaxPeriodEndDt02013-12-31
ReturnHeader/TaxYr02013

Document Assets

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Filings

Displayed year

2013 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$133,037
Liabilities
$0
Net assets
$133,037
Revenue
$44,435
Expenses
$3,713
Net income
$40,722
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2022XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.13$0.00$1.13$0.06$0.14$0.08
2021Detailed filing. Detailed filing data is available for this year.$1.21$0.00$1.21$0.04$0.12$0.09
2019Detailed filing. Detailed filing data is available for this year.$1.27$0.00$1.27$0.08$0.07$0.01
2018XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.26$0.00$1.26$0.08$0.08$0.00
2017XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.25$0.00$1.25$0.09$0.02$0.06
2016XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.19$0.00$1.19$0.01$0.13$0.12
2015Detailed filing. Detailed filing data is available for this year.$1.31$0.00$1.31$1.29$0.11$1.17
2014Detailed filing. Detailed filing data is available for this year.$0.07$0.00$0.07$0.05$0.11$0.07
2013Detailed filing. Detailed filing data is available for this year.$0.13$0.00$0.13$0.04$0.00$0.04
2011Detailed filing. Detailed filing data is available for this year.$0.07$0.00$0.07$0.04