Civic Intelligence

Orb Relief Trust

990PF • Fiscal year 2016 • EIN 68-6199251

Jan 01, 2016 to Dec 31, 2016 • Filed on Nov 10, 2017

Organization Profile
10072 Pulpit Rock RoadJamestown, CA 95327

(209) 984-5398

Siviq Scores

Scores are not available for this record yet.

Balance Sheet

Assets

Up

$5,406,447

Up $286,007 (+5.6%) from 2015

Net Assets

$5,406,447

No earlier filing loaded for comparison.

Liabilities

Flat

$0

Flat from 2015

Revenue And Expenses

Revenue

Up

$1,571,445

Up $822,652 (+110%) from 2015

Expenses

Down

$76,185

Down $432,867 (-85%) from 2015

Net Income

Up

$1,495,260

Up $1,255,519 (+524%) from 2015

Historical Trend

Balance Sheet Trend

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

$10M$5.0M$0Assets 2010: $1,416,522Liabilities 2010: $0Net Assets 2010: $1,416,5222010Assets 2011: $690,603Liabilities 2011: $0Net Assets 2011: $690,6032011Assets 2012: $705,871Liabilities 2012: $0Net Assets 2012: $705,8712012Assets 2013: $3,031,995Liabilities 2013: $0Net Assets 2013: $3,031,9952013Assets 2014: $3,616,418Liabilities 2014: $0Net Assets 2014: $3,616,4182014Assets 2015: $5,120,440Liabilities 2015: $02015Assets 2016: $5,406,447Liabilities 2016: $0Net Assets 2016: $5,406,4472016Assets 2018: $6,555,694Liabilities 2018: $0Net Assets 2018: $6,555,6942018Assets 2019: $6,170,193Liabilities 2019: $0Net Assets 2019: $6,170,1932019Assets 2020: $7,213,223Liabilities 2020: $0Net Assets 2020: $7,213,2232020Assets 2021: $7,401,927Liabilities 2021: $0Net Assets 2021: $7,401,9272021Assets 2022: $7,400,915Liabilities 2022: $2Net Assets 2022: $7,400,9132022Assets 2023: $7,778,427Liabilities 2023: $186,000Net Assets 2023: $7,592,4272023Assets 2024: $8,338,985Liabilities 2024: $300,000Net Assets 2024: $8,038,9852024

Highlighted filing

2016

Assets$5,406,447
Liabilities$0
Net Assets$5,406,447
Open 2016 Filing

Operations Trend

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

$2.0M$1.5M$1.0M$500K$0-$500KExpenses 2010: $43,3552010Expenses 2011: $29,9672011Expenses 2012: $37,2492012Revenue 2013: $103,339Expenses 2013: $180,242Net Income 2013: -$76,9032013Revenue 2014: $11,749Expenses 2014: $67,485Net Income 2014: -$55,7362014Revenue 2015: $748,793Expenses 2015: $509,052Net Income 2015: $239,7412015Revenue 2016: $1,571,445Expenses 2016: $76,185Net Income 2016: $1,495,2602016Revenue 2018: $728,233Expenses 2018: $102,057Net Income 2018: $626,1762018Revenue 2019: $765,497Expenses 2019: $103,084Net Income 2019: $662,4132019Revenue 2020: $1,284,489Expenses 2020: $155,940Net Income 2020: $1,128,5492020Revenue 2021: $321,100Expenses 2021: $115,636Net Income 2021: $205,4642021Revenue 2022: $653,547Expenses 2022: $191,755Net Income 2022: $461,7922022Revenue 2023: $705,993Expenses 2023: $514,479Net Income 2023: $191,5142023Revenue 2024: $1,004,000Expenses 2024: $789,466Net Income 2024: $214,5342024

Highlighted filing

2016

Revenue$1,571,445
Expenses$76,185
Net Income$1,495,260
Open 2016 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2016 to Dec 31, 2016
Signed
Nov 10, 2017
Return Version
2016v3.0
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
Stanley M FlakeTrustee-$0--
Lynne H FlakeTrustee-$0--
Nathan FlakeTrustee-$0--
Filing and Contact Details

Filer

Filer Name
ORB Relief Trust
EIN
68-6199251
Phone
2099845398
Address
10072 Pulpit Rock Road, Jamestown, CA 95327

Signing Officer

Name
Stanley M Flake
Title
Trustee
Signed
2017-11-10
Discuss with paid preparer
Yes

Preparer

Firm
S and H Associates
Address
20033 Highway 108, Sonora, CA 95370
Preparer
Diane Kinsinger
Phone
2095327539
Raw XML Appendix346 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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IRS990PF/StatementsRegardingActyGrp/Form990TFiledInd0false
IRS990PF/StatementsRegardingActyGrp/LegislativePoliticalActyInd0false
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/AddressLine1Txt01075 Pulpit Rock Road
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/CityNm0Jamestown
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/StateAbbreviationCd0CA
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/ZIPCd095327
IRS990PF/StatementsRegardingActyGrp/MoreThan100SpentInd0false
IRS990PF/StatementsRegardingActyGrp/NewSubstantialContributorsInd0false
IRS990PF/StatementsRegardingActyGrp/OrganizationDissolvedEtcInd0false
IRS990PF/StatementsRegardingActyGrp/OrgReportOrRegisterStateCd0CA
IRS990PF/StatementsRegardingActyGrp/OwnControlledEntityInd0false
IRS990PF/StatementsRegardingActyGrp/PersonsWithBooksName/BusinessNameLine1Txt0Stanley M Flake
IRS990PF/StatementsRegardingActyGrp/PhoneNum02099845398
IRS990PF/StatementsRegardingActyGrp/PrivateOperatingFoundationInd0false
IRS990PF/StatementsRegardingActyGrp/Section508eRqrSatisfiedInd0true
IRS990PF/StatementsRegardingActyGrp/UnrelatedBusIncmOverLimitInd0false
IRS990PF/StatementsRegardingActyGrp/WebsiteAddressTxt0N/A
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt047460
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt1200
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt2100
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt324000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt0Children's services
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt1Support of youth activities
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt2Support for Youth Activities
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt3Upkeep of Historic Family Homes
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt0Church
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt1Charity
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt2Charity
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt3EOF
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientPersonNm0LDS-Sonora lst Ward
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientPersonNm1BYU Cougars
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientPersonNm2Greater Yosemite Council BSA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientPersonNm3William J Flake Foundation
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt0Church
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt1Charity
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt2Charity
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt3Charity
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt019841 Hillsdale Drive
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt122000 University Parkway
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt24031 Technology
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt3P O Box 92
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm0Sonora
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm1Provo
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm2Modesto
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm3Snowflake
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd0CA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd1UT
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd2CA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd3AZ
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd095370
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd184602
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd295356
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd385937
IRS990PF/SupplementaryInformationGrp/OnlyContriToPreselectedInd0X
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriPdDurYrAmt071760
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/DistributableAsAdjustedAmt00
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr1Amt0475347
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr2Amt067485
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr3Amt0180242
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr4Amt031550
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr5Amt021435
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovFromYr5Amt021435
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt0830809
IRS990PF/UndistributedIncomeGrp/ExcessFromCurrentYearAmt076185
IRS990PF/UndistributedIncomeGrp/ExcessFromYear1Amt0475347
IRS990PF/UndistributedIncomeGrp/ExcessFromYear2Amt067485
IRS990PF/UndistributedIncomeGrp/ExcessFromYear3Amt0180242
IRS990PF/UndistributedIncomeGrp/ExcessFromYear4Amt031550
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt076185
IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt076185
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt0852244
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt0776059
IRS990PF/UndistributedIncomeGrp/TreatedAsDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt00
OtherDecreasesSchedule/OtherDecreasesDetail/Amt01216635
OtherDecreasesSchedule/OtherDecreasesDetail/Desc0Investments
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc0Merced Mutual Insurance
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt01142
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt01142
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/AdjustedNetIncomeAmt00
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/Amt0175
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/CategoryTxt0Investment Fees
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/DisbursementsCharitablePrpsAmt0175
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/NetInvestmentIncomeAmt00
TaxesSchedule/TaxesDetail/Amt01546
TaxesSchedule/TaxesDetail/Amt110
TaxesSchedule/TaxesDetail/Amt2117
TaxesSchedule/TaxesDetail/CategoryTxt0County of Tuolumne
TaxesSchedule/TaxesDetail/CategoryTxt1Registry of Charitable Trusts
TaxesSchedule/TaxesDetail/CategoryTxt2State Board of Equalization
TaxesSchedule/TaxesDetail/DisbursementsCharitablePrpsAmt01546
TaxesSchedule/TaxesDetail/DisbursementsCharitablePrpsAmt110
TaxesSchedule/TaxesDetail/DisbursementsCharitablePrpsAmt2117
ReturnHeader/BuildTS02017-02-10 21:41:12Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0Stanley M Flake
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0Trustee
ReturnHeader/BusinessOfficerGrp/SignatureDt02017-11-10
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0ORB Relief Trust
ReturnHeader/Filer/BusinessNameControlTxt0ORBR
ReturnHeader/Filer/EIN0686199251
ReturnHeader/Filer/PhoneNum02099845398
ReturnHeader/Filer/USAddress/AddressLine1Txt010072 Pulpit Rock Road
ReturnHeader/Filer/USAddress/CityNm0Jamestown
ReturnHeader/Filer/USAddress/StateAbbreviationCd0CA
ReturnHeader/Filer/USAddress/ZIPCd095327
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0S and H Associates
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt020033 Highway 108
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0Sonora
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0CA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd095370
ReturnHeader/PreparerPersonGrp/PhoneNum02095327539
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Diane Kinsinger
ReturnHeader/PreparerPersonGrp/SelfEmployedInd0X
ReturnHeader/ReturnTs02017-11-10T14:15:54-08:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/TaxPeriodBeginDt02016-01-01
ReturnHeader/TaxPeriodEndDt02016-12-31
ReturnHeader/TaxYr02016

Document Assets

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Filings

Displayed year

2016 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$5,406,447
Liabilities
$0
Net assets
$5,406,447
Revenue
$1,571,445
Expenses
$76,185
Net income
$1,495,260
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$8.34$0.30$8.04$1.00$0.79$0.21
2023Detailed filing. Detailed filing data is available for this year.$7.78$0.19$7.59$0.71$0.51$0.19
2022Detailed filing. Detailed filing data is available for this year.$7.40$0.00$7.40$0.65$0.19$0.46
2021Detailed filing. Detailed filing data is available for this year.$7.40$0.00$7.40$0.32$0.12$0.21
2020Detailed filing. Detailed filing data is available for this year.$7.21$0.00$7.21$1.28$0.16$1.13
2019Detailed filing. Detailed filing data is available for this year.$6.17$0.00$6.17$0.77$0.10$0.66
2018Detailed filing. Detailed filing data is available for this year.$6.56$0.00$6.56$0.73$0.10$0.63
2016Detailed filing. Detailed filing data is available for this year.$5.41$0.00$5.41$1.57$0.08$1.50
2015Summary only. Only limited summary data is available for this year.$5.12$0.00$0.75$0.51$0.24
2014Detailed filing. Detailed filing data is available for this year.$3.62$0.00$3.62$0.01$0.07$0.06
2013Detailed filing. Detailed filing data is available for this year.$3.03$0.00$3.03$0.10$0.18$0.08
2012Detailed filing. Detailed filing data is available for this year.$0.71$0.00$0.71$0.04
2011Detailed filing. Detailed filing data is available for this year.$0.69$0.00$0.69$0.03
2010Detailed filing. Detailed filing data is available for this year.$1.42$0.00$1.42$0.04