Civic Intelligence

Orb Relief Trust

990PF • Fiscal year 2018 • EIN 68-6199251

Jan 01, 2018 to Dec 31, 2018 • Filed on Apr 25, 2019

Organization Profile
10072 Pulpit Rock RoadJamestown, CA 95327

(209) 984-5398

Siviq Scores

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

Liabilities / Assets

18th percentile

0.00x

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

2018 filings • $5M-$10M nonprofits • Source year 2018

Liabilities / Revenue

18th percentile

0.00x

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

2018 filings • $5M-$10M nonprofits • Source year 2018

Net Margin

96th percentile

86%

Higher net margin than 96% of similar nonprofits.

2018 filings • $5M-$10M nonprofits • Source year 2018

Top Officer Pay

28th percentile

$0

Higher top officer pay than 28% of similar nonprofits.

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

2018 filings • $5M-$10M nonprofits • Source year 2018

Asset Growth

75th percentile

10%

Faster asset growth than 75% of similar nonprofits.

2018 filings • $5M-$10M nonprofits • Annualized from 2016 to 2018

Revenue Growth

10th percentile

-32%

Faster revenue growth than 10% of similar nonprofits.

2018 filings • $5M-$10M nonprofits • Annualized from 2016 to 2018

Balance Sheet
Liabilities / Assets18th percentile

Assets

Up

$6,555,694

Up $1,149,247 (+21%) from 2016

Net Assets

Up

$6,555,694

Up $1,149,247 (+21%) from 2016

Liabilities

Flat

$0

Flat from 2016

Revenue And Expenses
Liabilities / Revenue18th percentileNet Margin96th percentile

Revenue

Down

$728,233

Down $843,212 (-54%) from 2016

Expenses

Up

$102,057

Up $25,872 (+34%) from 2016

Net Income

Down

$626,176

Down $869,084 (-58%) from 2016

Historical Trend

Balance Sheet Trend

Asset Growth75th percentile

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

2018

Assets$6,555,694
Liabilities$0
Net Assets$6,555,694
Open 2018 Filing

Operations Trend

Revenue Growth10th percentile

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

2018

Revenue$728,233
Expenses$102,057
Net Income$626,176
Open 2018 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2018 to Dec 31, 2018
Signed
Apr 25, 2019
Return Version
2018v3.1
Compensation and Service Providers
Top Officer Pay28th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
Stanley M FlakeTrusteePT$0--
Lynne H FlakeTrusteePT$0--
Nathan FlakeTrusteePT$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
2019-04-25
Discuss with paid preparer
Yes

Preparer

Firm
Robert A Hawks Jr CPA
Address
1301 G Street Suite B, Modesto, CA 95354
Preparer
Robert a Hawks Jr CPA
Phone
2095294060
Raw XML Appendix312 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/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm0Stanley M Flake
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm1Lynne H Flake
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm0Sonora
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm1JAMESTOWN
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm2SONORA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd0CA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd1CA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd2CA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd095370
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd195327
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd295370
IRS990PF/SupplementaryInformationGrp/OnlyContriToPreselectedInd0X
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriPdDurYrAmt090216
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/ExcessDistributionCyovYr1Amt098717
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr3Amt0475347
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr4Amt067485
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr5Amt0180242
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovFromYr5Amt0180242
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt0743606
IRS990PF/UndistributedIncomeGrp/ExcessFromCurrentYearAmt0102057
IRS990PF/UndistributedIncomeGrp/ExcessFromYear1Amt098717
IRS990PF/UndistributedIncomeGrp/ExcessFromYear3Amt0475347
IRS990PF/UndistributedIncomeGrp/ExcessFromYear4Amt067485
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt0102057
IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt0102057
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt0923848
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt0821791
IRS990PF/UndistributedIncomeGrp/TreatedAsDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt00
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc0INSURANCE
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt01268
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt01268
OtherIncomeSchedule2/OtherIncomeDetail/Desc0Interest from S & L Safe
OtherIncomeSchedule2/OtherIncomeDetail/Desc1Interest from Willenskraf
OtherIncomeSchedule2/OtherIncomeDetail/Desc2Interest on M.L.Motors No
OtherIncomeSchedule2/OtherIncomeDetail/NetInvestmentIncomeAmt0126546
OtherIncomeSchedule2/OtherIncomeDetail/NetInvestmentIncomeAmt1366223
OtherIncomeSchedule2/OtherIncomeDetail/NetInvestmentIncomeAmt2205196
OtherIncomeSchedule2/OtherIncomeDetail/RevenueAndExpensesPerBooksAmt0126546
OtherIncomeSchedule2/OtherIncomeDetail/RevenueAndExpensesPerBooksAmt1366223
OtherIncomeSchedule2/OtherIncomeDetail/RevenueAndExpensesPerBooksAmt2205196
OtherNotesLoansRcvblLongSch/OtherNotesLoansRcvblLongGrp/BalanceDueAmt01950268
OtherNotesLoansRcvblLongSch/OtherNotesLoansRcvblLongGrp/BorrowerNameGrp/PersonNm0Centerra Capital
OtherNotesLoansRcvblLongSch/OtherNotesLoansRcvblLongGrp/InterestRt00.0000
OtherNotesLoansRcvblLongSch/OtherNotesLoansRcvblLongGrp/LoanOriginalAmt02550000
OtherNotesLoansRcvblLongSch/OtherNotesLoansRcvblLongGrp/NoteDt02015-10
OtherNotesLoansRcvblShortSch2/OtherNotesLoansRcvblShortGrp/BalanceDueAmt0727935
OtherNotesLoansRcvblShortSch2/OtherNotesLoansRcvblShortGrp/BalanceDueAmt1412000
OtherNotesLoansRcvblShortSch2/OtherNotesLoansRcvblShortGrp/Organization501c3Name/BusinessNameLine1Txt0Willenskraft
OtherNotesLoansRcvblShortSch2/OtherNotesLoansRcvblShortGrp/Organization501c3Name/BusinessNameLine1Txt1S&L SAFE TRUST
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/AdjustedNetIncomeAmt00
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/Amt03752
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/CategoryTxt0PROFESSIONAL FEES
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/DisbursementsCharitablePrpsAmt03752
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/NetInvestmentIncomeAmt00
TaxesSchedule/TaxesDetail/Amt01622
TaxesSchedule/TaxesDetail/Amt160
TaxesSchedule/TaxesDetail/CategoryTxt0County of Tuolumne
TaxesSchedule/TaxesDetail/CategoryTxt1Franchise Tax Board
TaxesSchedule/TaxesDetail/DisbursementsCharitablePrpsAmt01622
TaxesSchedule/TaxesDetail/DisbursementsCharitablePrpsAmt160
ReturnHeader/BuildTS02020-01-14 16:20:31Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0Stanley M Flake
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0Trustee
ReturnHeader/BusinessOfficerGrp/SignatureDt02019-04-25
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/PreparerFirmEIN0204843460
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0Robert A Hawks Jr CPA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt01301 G Street Suite B
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0Modesto
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0CA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd095354
ReturnHeader/PreparerPersonGrp/PhoneNum02095294060
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0ROBERT A HAWKS JR CPA
ReturnHeader/PreparerPersonGrp/SelfEmployedInd0X
ReturnHeader/ReturnTs02019-04-25T09:32:12-07:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/TaxPeriodBeginDt02018-01-01
ReturnHeader/TaxPeriodEndDt02018-12-31
ReturnHeader/TaxYr02018

Document Assets

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Filings

Displayed year

2018 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$6,555,694
Liabilities
$0
Net assets
$6,555,694
Revenue
$728,233
Expenses
$102,057
Net income
$626,176
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