Civic Intelligence

Orb Relief Trust

990PF • Fiscal year 2019 • EIN 68-6199251

Jan 01, 2019 to Dec 31, 2019 • Filed on Jul 15, 2020

Organization Profile
1550 North Robin LaneMesa, AZ 85213

(209) 984-5398

Siviq Scores

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

Liabilities / Assets

22nd percentile

0.00x

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

2019 filings • $5M-$10M nonprofits • Source year 2019

Liabilities / Revenue

21st percentile

0.00x

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

2019 filings • $5M-$10M nonprofits • Source year 2019

Net Margin

96th percentile

87%

Higher net margin than 96% of similar nonprofits.

2019 filings • $5M-$10M nonprofits • Source year 2019

Top Officer Pay

30th percentile

$0

Higher top officer pay than 30% of similar nonprofits.

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

2019 filings • $5M-$10M nonprofits • Source year 2019

Asset Growth

14th percentile

-5.9%

Faster asset growth than 14% of similar nonprofits.

2019 filings • $5M-$10M nonprofits • Annualized from 2018 to 2019

Revenue Growth

55th percentile

5.1%

Faster revenue growth than 55% of similar nonprofits.

2019 filings • $5M-$10M nonprofits • Annualized from 2018 to 2019

Balance Sheet
Liabilities / Assets22nd percentile

Assets

Down

$6,170,193

Down $385,501 (-5.9%) from 2018

Net Assets

Down

$6,170,193

Down $385,501 (-5.9%) from 2018

Liabilities

Flat

$0

Flat from 2018

Revenue And Expenses
Liabilities / Revenue21st percentileNet Margin96th percentile

Revenue

Up

$765,497

Up $37,264 (+5.1%) from 2018

Expenses

Up

$103,084

Up $1,027 (+1.0%) from 2018

Net Income

Up

$662,413

Up $36,237 (+5.8%) from 2018

Historical Trend

Balance Sheet Trend

Asset Growth14th 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

2019

Assets$6,170,193
Liabilities$0
Net Assets$6,170,193
Open 2019 Filing

Operations Trend

Revenue Growth55th 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

2019

Revenue$765,497
Expenses$103,084
Net Income$662,413
Open 2019 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2019 to Dec 31, 2019
Signed
Jul 15, 2020
Return Version
2019v5.0
Compensation and Service Providers
Top Officer Pay30th 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
1550 NORTH ROBIN LANE, MESA, AZ 85213

Signing Officer

Name
Stanley M Flake
Title
Trustee
Signed
2020-07-15
Discuss with paid preparer
Yes

Preparer

Firm
Hawks & Associates Cpas Inc
Address
39 N WASHINGTON ST STE A, SONORA, CA 95370-4758
Preparer
Robert a Hawks Jr CPA
Phone
2095888760
Raw XML Appendix318 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
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt02206197
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt0Fidelity Investments
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt04058369
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd0AT COST
IRS990PF/AnalysisIncomeProducingActyGrp/DivAndIntFromSecPartVIIGrp/ExclusionAmt062728
IRS990PF/AnalysisIncomeProducingActyGrp/DivAndIntFromSecPartVIIGrp/ExclusionCd014
IRS990PF/AnalysisIncomeProducingActyGrp/GainSalesAstOthThanInvntryGrp/ExclusionAmt049971
IRS990PF/AnalysisIncomeProducingActyGrp/GainSalesAstOthThanInvntryGrp/RelatedOrExemptFunctionIncmAmt0252543
IRS990PF/AnalysisIncomeProducingActyGrp/IntOnSavAndTempCashInvstGrp/ExclusionCd014
IRS990PF/AnalysisIncomeProducingActyGrp/OtherRevenueDescribedGrp/Desc0Interest from S & L Safe
IRS990PF/AnalysisIncomeProducingActyGrp/OtherRevenueDescribedGrp/Desc1Interest from Willenskraf
IRS990PF/AnalysisIncomeProducingActyGrp/OtherRevenueDescribedGrp/Desc2Interest on M.L.Motors No
IRS990PF/AnalysisIncomeProducingActyGrp/OtherRevenueDescribedGrp/ExclusionAmt034471
IRS990PF/AnalysisIncomeProducingActyGrp/OtherRevenueDescribedGrp/ExclusionAmt1100371
IRS990PF/AnalysisIncomeProducingActyGrp/OtherRevenueDescribedGrp/ExclusionAmt2188959
IRS990PF/AnalysisIncomeProducingActyGrp/OtherRevenueDescribedGrp/ExclusionCd014
IRS990PF/AnalysisIncomeProducingActyGrp/OtherRevenueDescribedGrp/ExclusionCd114
IRS990PF/AnalysisIncomeProducingActyGrp/OtherRevenueDescribedGrp/ExclusionCd214
IRS990PF/AnalysisIncomeProducingActyGrp/SubtotalsIncmProducingActyGrp/ExclusionAmt0436500
IRS990PF/AnalysisIncomeProducingActyGrp/SubtotalsIncmProducingActyGrp/RelatedOrExemptFunctionIncmAmt0252543
IRS990PF/AnalysisIncomeProducingActyGrp/TotalIncomeProducingActyAmt0689043
IRS990PF/AnalysisOfRevenueAndExpenses/AdjustedNetIncomeAmt0387591
IRS990PF/AnalysisOfRevenueAndExpenses/CapGainNetIncmNetInvstIncmAmt0302514
IRS990PF/AnalysisOfRevenueAndExpenses/ContriPaidDsbrsChrtblAmt085132
IRS990PF/AnalysisOfRevenueAndExpenses/ContriPaidRevAndExpnssAmt068155
IRS990PF/AnalysisOfRevenueAndExpenses/ContriRcvdRevAndExpnssAmt076454
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsAdjNetIncmAmt062728
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsNetInvstIncmAmt062728
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsRevAndExpnssAmt062728
IRS990PF/AnalysisOfRevenueAndExpenses/ExcessRevenueOverExpensesAmt0662413
IRS990PF/AnalysisOfRevenueAndExpenses/GrossSalesPriceAmt0537971
IRS990PF/AnalysisOfRevenueAndExpenses/NetGainSaleAstRevAndExpnssAmt0302514
IRS990PF/AnalysisOfRevenueAndExpenses/NetInvestmentIncomeAmt0689043
IRS990PF/AnalysisOfRevenueAndExpenses/NetSTCapitalGainAdjNetIncmAmt01062
IRS990PF/AnalysisOfRevenueAndExpenses/OccupancyDsbrsChrtblAmt03657
IRS990PF/AnalysisOfRevenueAndExpenses/OccupancyRevAndExpnssAmt03657
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesDsbrsChrtblAmt018613
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesRevAndExpnssAmt018613
IRS990PF/AnalysisOfRevenueAndExpenses/OtherIncomeAdjNetIncmAmt0323801
IRS990PF/AnalysisOfRevenueAndExpenses/OtherIncomeNetInvstIncmAmt0323801
IRS990PF/AnalysisOfRevenueAndExpenses/OtherIncomeRevAndExpnssAmt0323801
IRS990PF/AnalysisOfRevenueAndExpenses/OtherProfFeesDsbrsChrtblAmt012659
IRS990PF/AnalysisOfRevenueAndExpenses/OtherProfFeesRevAndExpnssAmt012659
IRS990PF/AnalysisOfRevenueAndExpenses/ScheduleBNotRequiredInd0X
IRS990PF/AnalysisOfRevenueAndExpenses/TotalAdjNetIncmAmt0387591
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesDsbrsChrtblAmt0120061
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesNetInvstIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesRevAndExpnssAmt0103084
IRS990PF/AnalysisOfRevenueAndExpenses/TotalNetInvstIncmAmt0689043
IRS990PF/AnalysisOfRevenueAndExpenses/TotalRevAndExpnssAmt0765497
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesDsbrsChrtblAmt034929
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesNetInvstIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesRevAndExpnssAmt034929
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt02019-03-18
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt11993-07-01
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt046938
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt1188519
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt01062
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt1251481
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt249971
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt01062
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt1251481
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt048000
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt1440000
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd0P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd1P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc03110.823 Fidelity Investments
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc11 10072 Pulpit Rock Road, Jamestown, CA
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc2Capital Gain Dividends
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt02019-07-24
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt12019-12-27
IRS990PF/CapGainsLossTxInvstIncmDetail/CapitalGainNetIncomeAmt0302514
IRS990PF/CapGainsLossTxInvstIncmDetail/NetShortTermCapitalGainLossAmt01062
IRS990PF/ChgInNetAssetsFundBalancesGrp/ExcessRevenueOverExpensesAmt0662413
IRS990PF/ChgInNetAssetsFundBalancesGrp/SubtotalAmt06170193
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesBOYAmt05507780
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesEOYAmt06170193
IRS990PF/DistributableAmountGrp/DistributableAsAdjustedAmt00
IRS990PF/DistributableAmountGrp/DistributableBeforeAdjAmt013781
IRS990PF/DistributableAmountGrp/DistributableBeforeDedAmt013781
IRS990PF/DistributableAmountGrp/TaxBasedOnInvestmentIncomeAmt013781
IRS990PF/DistributableAmountGrp/TotalTaxAmt013781
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/AppliedToESTaxAmt01018
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/EsPenaltyAmt02
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/EstimatedPlusOvpmtIncmTxAmt014801
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/Form2220AttachedInd0X
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/InvestmentIncomeExciseTaxAmt013781
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/OverpaymentAmt01018
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/SubtotalAmt013781
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxBasedOnInvestmentIncomeAmt013781
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TotalPaymentsAndCreditsAmt014801
IRS990PF/FMVAssetsEOYAmt06953736
IRS990PF/Form990PFBalanceSheetsGrp/CapitalStockBOYAmt05507780
IRS990PF/Form990PFBalanceSheetsGrp/CapitalStockEOYAmt06170193
IRS990PF/Form990PFBalanceSheetsGrp/CashBOYAmt0196946
IRS990PF/Form990PFBalanceSheetsGrp/CashEOYAmt019653
IRS990PF/Form990PFBalanceSheetsGrp/CashEOYFMVAmt019653
IRS990PF/Form990PFBalanceSheetsGrp/MortgageLoansBOYAmt020340
IRS990PF/Form990PFBalanceSheetsGrp/MortgageLoansEOYAmt020160
IRS990PF/Form990PFBalanceSheetsGrp/MortgageLoansEOYFMVAmt020160
IRS990PF/Form990PFBalanceSheetsGrp/OrgDoesNotFollowFASB117Ind0X
IRS990PF/Form990PFBalanceSheetsGrp/OtherAssetsEOYAmt0383778
IRS990PF/Form990PFBalanceSheetsGrp/OtherInvestmentsBOYAmt02200291
IRS990PF/Form990PFBalanceSheetsGrp/OtherInvestmentsEOYAmt02206197
IRS990PF/Form990PFBalanceSheetsGrp/OtherInvestmentsEOYFMVAmt04058369
IRS990PF/Form990PFBalanceSheetsGrp/OtherNtsAndLoansRcvblAmt03540405
IRS990PF/Form990PFBalanceSheetsGrp/OtherNtsAndLoansRcvblBOYAmt03090203
IRS990PF/Form990PFBalanceSheetsGrp/OtherNtsAndLoansRcvblEOYAmt03540405
IRS990PF/Form990PFBalanceSheetsGrp/OtherNtsAndLoansRcvblEOYFMVAmt02855554
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsBOYAmt05507780
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsEOYAmt06170193
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsEOYFMVAmt06953736
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesEOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesNetAstBOYAmt05507780
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesNetAstEOYAmt06170193
IRS990PF/Form990PFBalanceSheetsGrp/TotNetAstOrFundBalancesBOYAmt05507780
IRS990PF/Form990PFBalanceSheetsGrp/TotNetAstOrFundBalancesEOYAmt06170193
IRS990PF/MethodOfAccountingCashInd0X
IRS990PF/MinimumInvestmentReturnGrp/AdjustedTotalFMVOfUnusedAstAmt00
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyCashBalancesAmt00
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyFMVOfSecAmt00
IRS990PF/MinimumInvestmentReturnGrp/CashDeemedCharitableAmt00
IRS990PF/MinimumInvestmentReturnGrp/FMVAllOtherNoncharitableAstAmt00
IRS990PF/MinimumInvestmentReturnGrp/MinimumInvestmentReturnAmt00
IRS990PF/MinimumInvestmentReturnGrp/NetVlNoncharitableAssetsAmt00
IRS990PF/MinimumInvestmentReturnGrp/ReductionClaimedAmt00
IRS990PF/MinimumInvestmentReturnGrp/TotalFMVOfUnusedAssetsAmt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompOfHghstPdCntrctOrNONETxt0NONE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompOfHghstPdEmplOrNONETxt0NONE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt015.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt115.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt215.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt10
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt20
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm0Stanley M Flake
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm1Lynne H Flake
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm2Nathan Flake
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt0Trustee
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt1Trustee
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt2Trustee
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt01072 Pulpit Rock Road
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt11072 Pulpit Rock Road
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt29025 North Palm Brook Drive
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm0Jamestown
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm1Jamestown
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm2Tuscon
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd0CA
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd1CA
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd2AZ
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd095327
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd195327
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd285743
IRS990PF/Organization501c3ExemptPFInd0X
IRS990PF/QualifyingDistriPartXIIGrp/AdjustedQualifyingDistriAmt0120061
IRS990PF/QualifyingDistriPartXIIGrp/ExpensesAndContributionsAmt0120061
IRS990PF/QualifyingDistriPartXIIGrp/QualifyingDistributionsAmt0120061
IRS990PF/StatementsRegardingActy4720Grp/ActsFailToQlfyAsExceptionsInd0false
IRS990PF/StatementsRegardingActy4720Grp/BrrwOrLendDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/BusinessHoldingsInd0false
IRS990PF/StatementsRegardingActy4720Grp/FurnGoodsDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/GrantsToIndividualsInd0false
IRS990PF/StatementsRegardingActy4720Grp/GrantsToOrganizationsInd0false
IRS990PF/StatementsRegardingActy4720Grp/InfluenceElectionInd0false
IRS990PF/StatementsRegardingActy4720Grp/InfluenceLegislationInd0false
IRS990PF/StatementsRegardingActy4720Grp/JeopardyInvestmentsInd0false
IRS990PF/StatementsRegardingActy4720Grp/NoncharitablePurposeInd0false
IRS990PF/StatementsRegardingActy4720Grp/PayCompDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/PaymentToGovernmentOfficialInd0false
IRS990PF/StatementsRegardingActy4720Grp/PayPremiumsPrsnlBnftCntrctInd0false
IRS990PF/StatementsRegardingActy4720Grp/ProhibitedTaxShelterTransInd0false
IRS990PF/StatementsRegardingActy4720Grp/RcvFndsToPayPrsnlBnftCntrctInd0false
IRS990PF/StatementsRegardingActy4720Grp/SaleOrExchDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/SubjToTaxRmnrtnExPrchtPymtInd0false
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/Form990PFFiledWithAttyGenInd0true
IRS990PF/StatementsRegardingActyGrp/LegislativePoliticalActyInd0false
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/AddressLine1Txt01550 NORTH ROBIN LANE
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/CityNm0MESA
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/StateAbbreviationCd0AZ
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/ZIPCd085213
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/Amt084752
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt1200
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt2180
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt0Children's services
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt1Support of youth activities
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt2FOUNDATION SUPPORT
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt0Church
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt1Charity
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt2POF
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientPersonNm0LDS-Sonora lst Ward
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientPersonNm1BYU Cougars
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientPersonNm2THE HERITAGE FOUNDATION
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt0Church
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt1Charity
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt2CHARITY
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt019841 Hillsdale Drive
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt122000 University Parkway
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt2214 MASSACHUSETTS AVE NE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm0Sonora
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm1Provo
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm2WASHINGTON
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd0CA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd1UT
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd2DC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd095370
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd184602
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd220002
IRS990PF/SupplementaryInformationGrp/OnlyContriToPreselectedInd0X
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriPdDurYrAmt085132
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/ExcessDistributionCyovYr1Amt0102057
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr2Amt098717
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr4Amt0475347
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr5Amt067485
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovFromYr5Amt067485
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt0796182
IRS990PF/UndistributedIncomeGrp/ExcessFromCurrentYearAmt0120061
IRS990PF/UndistributedIncomeGrp/ExcessFromYear1Amt0102057
IRS990PF/UndistributedIncomeGrp/ExcessFromYear2Amt098717
IRS990PF/UndistributedIncomeGrp/ExcessFromYear4Amt0475347
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt0120061
IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt0120061
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt0863667
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt0743606
IRS990PF/UndistributedIncomeGrp/TreatedAsDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt00
OtherAssetsSchedule/OtherAssetsScheduleGrp/Desc0OTHER ASSET
OtherAssetsSchedule/OtherAssetsScheduleGrp/EOYBookValueAmt0383778
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc0INSURANCE
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc1Rental Expenses
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt01517
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt117096
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt01517
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt117096
OtherIncomeSchedule2/OtherIncomeDetail/AdjustedNetIncomeAmt034471
OtherIncomeSchedule2/OtherIncomeDetail/AdjustedNetIncomeAmt1100371
OtherIncomeSchedule2/OtherIncomeDetail/AdjustedNetIncomeAmt2188959
OtherIncomeSchedule2/OtherIncomeDetail/Desc0Interest from S & L Safe
OtherIncomeSchedule2/OtherIncomeDetail/Desc1Interest from Willenskraf
OtherIncomeSchedule2/OtherIncomeDetail/Desc2Interest on M.L.Motors No
OtherIncomeSchedule2/OtherIncomeDetail/NetInvestmentIncomeAmt034471
OtherIncomeSchedule2/OtherIncomeDetail/NetInvestmentIncomeAmt1100371
OtherIncomeSchedule2/OtherIncomeDetail/NetInvestmentIncomeAmt2188959
OtherIncomeSchedule2/OtherIncomeDetail/RevenueAndExpensesPerBooksAmt034471
OtherIncomeSchedule2/OtherIncomeDetail/RevenueAndExpensesPerBooksAmt1100371
OtherIncomeSchedule2/OtherIncomeDetail/RevenueAndExpensesPerBooksAmt2188959
OtherNotesLoansRcvblLongSch/OtherNotesLoansRcvblLongGrp/BalanceDueAmt01928905
OtherNotesLoansRcvblLongSch/OtherNotesLoansRcvblLongGrp/BorrowerNameGrp/PersonNm0Centerra Capital
OtherNotesLoansRcvblLongSch/OtherNotesLoansRcvblLongGrp/InterestRt00.0000
OtherNotesLoansRcvblLongSch/OtherNotesLoansRcvblLongGrp/LoanOriginalAmt02550000
OtherNotesLoansRcvblLongSch/OtherNotesLoansRcvblLongGrp/NoteDt02015-10
OtherNotesLoansRcvblShortSch2/OtherNotesLoansRcvblShortGrp/BalanceDueAmt01199500
OtherNotesLoansRcvblShortSch2/OtherNotesLoansRcvblShortGrp/BalanceDueAmt1412000
OtherNotesLoansRcvblShortSch2/OtherNotesLoansRcvblShortGrp/Organization501c3Name/BusinessNameLine1Txt0Willenskraft
OtherNotesLoansRcvblShortSch2/OtherNotesLoansRcvblShortGrp/Organization501c3Name/BusinessNameLine1Txt1S&L SAFE TRUST
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/AdjustedNetIncomeAmt00
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/Amt012659
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/CategoryTxt0PROFESSIONAL FEES
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/DisbursementsCharitablePrpsAmt012659
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/NetInvestmentIncomeAmt00
ReturnHeader/BuildTS02021-04-22 16:20:28Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0Stanley M Flake
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0Trustee
ReturnHeader/BusinessOfficerGrp/SignatureDt02020-07-15
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0ORB Relief Trust
ReturnHeader/Filer/BusinessNameControlTxt0ORBR
ReturnHeader/Filer/EIN0686199251
ReturnHeader/Filer/PhoneNum02099845398
ReturnHeader/Filer/USAddress/AddressLine1Txt01550 NORTH ROBIN LANE
ReturnHeader/Filer/USAddress/CityNm0MESA
ReturnHeader/Filer/USAddress/StateAbbreviationCd0AZ
ReturnHeader/Filer/USAddress/ZIPCd085213
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0844061432
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0HAWKS & ASSOCIATES CPAS INC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt039 N WASHINGTON ST STE A
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0SONORA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0CA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd0953704758
ReturnHeader/PreparerPersonGrp/PhoneNum02095888760
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0ROBERT A HAWKS JR CPA
ReturnHeader/ReturnTs02020-07-15T09:41:27-07:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/TaxPeriodBeginDt02019-01-01
ReturnHeader/TaxPeriodEndDt02019-12-31
ReturnHeader/TaxYr02019

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2019 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$6,170,193
Liabilities
$0
Net assets
$6,170,193
Revenue
$765,497
Expenses
$103,084
Net income
$662,413
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