Civic Intelligence

Orb Relief Trust

990PF • Fiscal year 2021 • EIN 68-6199251

Jan 01, 2021 to Dec 31, 2021 • Filed on Nov 10, 2022

Organization Profile
1526 North Robin LaneMesa, AZ 85213

(480) 834-3550

Siviq Scores

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

Liabilities / Assets

24th percentile

0.00x

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

2021 filings • $5M-$10M nonprofits • Source year 2021

Liabilities / Revenue

23rd percentile

0.00x

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

2021 filings • $5M-$10M nonprofits • Source year 2021

Net Margin

89th percentile

64%

Higher net margin than 89% of similar nonprofits.

2021 filings • $5M-$10M nonprofits • Source year 2021

Top Officer Pay

32nd percentile

$0

Higher top officer pay than 32% of similar nonprofits.

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

2021 filings • $5M-$10M nonprofits • Source year 2021

Asset Growth

34th percentile

2.6%

Faster asset growth than 34% of similar nonprofits.

2021 filings • $5M-$10M nonprofits • Annualized from 2020 to 2021

Revenue Growth

3rd percentile

-75%

Faster revenue growth than 3% of similar nonprofits.

2021 filings • $5M-$10M nonprofits • Annualized from 2020 to 2021

Balance Sheet
Liabilities / Assets24th percentile

Assets

Up

$7,401,927

Up $188,704 (+2.6%) from 2020

Net Assets

Up

$7,401,927

Up $188,704 (+2.6%) from 2020

Liabilities

Flat

$0

Flat from 2020

Revenue And Expenses
Liabilities / Revenue23rd percentileNet Margin89th percentile

Revenue

Down

$321,100

Down $963,389 (-75%) from 2020

Expenses

Down

$115,636

Down $40,304 (-26%) from 2020

Net Income

Down

$205,464

Down $923,085 (-82%) from 2020

Historical Trend

Balance Sheet Trend

Asset Growth34th 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

2021

Assets$7,401,927
Liabilities$0
Net Assets$7,401,927
Open 2021 Filing

Operations Trend

Revenue Growth3rd 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

2021

Revenue$321,100
Expenses$115,636
Net Income$205,464
Open 2021 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2021 to Dec 31, 2021
Signed
Nov 10, 2022
Return Version
2021v4.0
Compensation and Service Providers
Top Officer Pay32nd percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
STANLEY M FLAKETrusteePT$0--
LYNNE H FLAKETrustee-$0--
NATHAN FLAKETrustee-$0--
Filing and Contact Details

Filer

Filer Name
Orb Relief Trust
EIN
68-6199251
Address
1526 NORTH ROBIN LANE, MESA, AZ 85213

Signing Officer

Name
Stanley M Flake
Title
Trustee
Signed
2022-11-10
Discuss with paid preparer
Yes

Preparer

Firm
Packard Appleby & Rogers Pc
Address
2158 N Gilbert Rd Suite 117, Mesa, AZ 85203
Preparer
Robert L Packardcpa
Phone
4808343550
Raw XML Appendix281 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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InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt0MORTGAGE EQUITIES XV LLC
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt1FIDELITY INVESTMENTS
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt06835078
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd0AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd1AT COST
IRS990PF/AnalysisIncomeProducingActyGrp/DividendsAndInterestFromSecDtl/ExclusionAmt058426
IRS990PF/AnalysisIncomeProducingActyGrp/DividendsAndInterestFromSecDtl/ExclusionCd014
IRS990PF/AnalysisIncomeProducingActyGrp/GainSalesAstOthThanInvntryGrp/ExclusionAmt046924
IRS990PF/AnalysisIncomeProducingActyGrp/GainSalesAstOthThanInvntryGrp/ExclusionCd018
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IRS990PF/AnalysisIncomeProducingActyGrp/TotalIncomeProducingActyAmt0298844
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IRS990PF/AnalysisOfRevenueAndExpenses/ContriPaidDsbrsChrtblAmt0100480
IRS990PF/AnalysisOfRevenueAndExpenses/ContriPaidRevAndExpnssAmt0100480
IRS990PF/AnalysisOfRevenueAndExpenses/ContriRcvdRevAndExpnssAmt022256
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsNetInvstIncmAmt058426
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsRevAndExpnssAmt058426
IRS990PF/AnalysisOfRevenueAndExpenses/ExcessRevenueOverExpensesAmt0205464
IRS990PF/AnalysisOfRevenueAndExpenses/GrossSalesPriceAmt0479707
IRS990PF/AnalysisOfRevenueAndExpenses/NetGainSaleAstRevAndExpnssAmt046924
IRS990PF/AnalysisOfRevenueAndExpenses/NetInvestmentIncomeAmt0298844
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesRevAndExpnssAmt07381
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IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesRevAndExpnssAmt015156
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt0432783
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt0-8903
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IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc1Capital Gain Dividends
IRS990PF/CapGainsLossTxInvstIncmDetail/CapitalGainNetIncomeAmt046924
IRS990PF/CapGainsLossTxInvstIncmDetail/NetShortTermCapitalGainLossAmt0-8903
IRS990PF/ChgInNetAssetsFundBalancesGrp/ExcessRevenueOverExpensesAmt0205464
IRS990PF/ChgInNetAssetsFundBalancesGrp/OtherDecreasesAmt016760
IRS990PF/ChgInNetAssetsFundBalancesGrp/SubtotalAmt07418687
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesBOYAmt07213223
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesEOYAmt07401927
IRS990PF/DistributableAmountGrp/DistributableAsAdjustedAmt0570988
IRS990PF/DistributableAmountGrp/DistributableBeforeAdjAmt0570988
IRS990PF/DistributableAmountGrp/DistributableBeforeDedAmt0570988
IRS990PF/DistributableAmountGrp/MinimumInvestmentReturnAmt0575142
IRS990PF/DistributableAmountGrp/TaxBasedOnInvestmentIncomeAmt04154
IRS990PF/DistributableAmountGrp/TotalTaxAmt04154
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/AppliedToESTaxAmt03044
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/EstimatedPlusOvpmtIncmTxAmt07198
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/InvestmentIncomeExciseTaxAmt04154
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/OverpaymentAmt03044
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/SubtotalAmt04154
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxBasedOnInvestmentIncomeAmt04154
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TotalPaymentsAndCreditsAmt07198
IRS990PF/FMVAssetsEOYAmt011681358
IRS990PF/Form990PFBalanceSheetsGrp/CapitalStockBOYAmt07213223
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IRS990PF/Form990PFBalanceSheetsGrp/OrgDoesNotFollowFASB117Ind0X
IRS990PF/Form990PFBalanceSheetsGrp/OtherInvestmentsBOYAmt02183432
IRS990PF/Form990PFBalanceSheetsGrp/OtherInvestmentsEOYAmt02555727
IRS990PF/Form990PFBalanceSheetsGrp/OtherInvestmentsEOYFMVAmt06835078
IRS990PF/Form990PFBalanceSheetsGrp/OtherNtsAndLoansRcvblAmt04040058
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IRS990PF/Form990PFBalanceSheetsGrp/OtherNtsAndLoansRcvblEOYFMVAmt04040138
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstBOYAmt01084734
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IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsBOYAmt07213223
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsEOYAmt07401927
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsEOYFMVAmt011681358
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesEOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesNetAstBOYAmt07213223
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IRS990PF/Form990PFBalanceSheetsGrp/TotNetAstOrFundBalancesBOYAmt07213223
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IRS990PF/MethodOfAccountingCashInd0X
IRS990PF/MinimumInvestmentReturnGrp/AdjustedTotalFMVOfUnusedAstAmt011678001
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyCashBalancesAmt0802865
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyFMVOfSecAmt06835078
IRS990PF/MinimumInvestmentReturnGrp/CashDeemedCharitableAmt0175170
IRS990PF/MinimumInvestmentReturnGrp/FMVAllOtherNoncharitableAstAmt04040058
IRS990PF/MinimumInvestmentReturnGrp/MinimumInvestmentReturnAmt0575142
IRS990PF/MinimumInvestmentReturnGrp/NetVlNoncharitableAssetsAmt011502831
IRS990PF/MinimumInvestmentReturnGrp/ReductionClaimedAmt00
IRS990PF/MinimumInvestmentReturnGrp/TotalFMVOfUnusedAssetsAmt011678001
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompOfHghstPdCntrctOrNONETxt0NONE
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IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt10.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt20.00
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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/AddressLine1Txt01526 N ROBIN LN
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt11526 N ROBIN LN
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt29025 NORTH PALM BROOK DRIVE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm0MESA
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm1MESA
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm2TUCSON
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd0AZ
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd1AZ
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd2AZ
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd085213
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd185213
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd285743
IRS990PF/Organization501c3ExemptPFInd0X
IRS990PF/PFQualifyingDistributionsGrp/ExpensesAndContributionsAmt0100480
IRS990PF/PFQualifyingDistributionsGrp/QualifyingDistributionsAmt0100480
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/PayCompDisqualifiedPrsnInd0true
IRS990PF/StatementsRegardingActy4720Grp/PaymentToGovernmentOfficialInd0false
IRS990PF/StatementsRegardingActy4720Grp/PayPremiumsPrsnlBnftCntrctInd0false
IRS990PF/StatementsRegardingActy4720Grp/ProhibitedTaxShelterTransInd0false
IRS990PF/StatementsRegardingActy4720Grp/RcvFndsToPayPrsnlBnftCntrctInd0false
IRS990PF/StatementsRegardingActy4720Grp/SaleOrExchDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/SubjToTaxRmnrtnExPrchtPymtInd0false
IRS990PF/StatementsRegardingActy4720Grp/TransferAstDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/UncorrectedPriorActsInd0true
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
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IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/CityNm0MESA
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/StateAbbreviationCd0AZ
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/ZIPCd085203
IRS990PF/StatementsRegardingActyGrp/MoreThan100SpentInd0false
IRS990PF/StatementsRegardingActyGrp/NewSubstantialContributorsInd0false
IRS990PF/StatementsRegardingActyGrp/OrganizationDissolvedEtcInd0false
IRS990PF/StatementsRegardingActyGrp/OwnControlledEntityInd0false
IRS990PF/StatementsRegardingActyGrp/PersonsWithBooksName/BusinessNameLine1Txt0ROBERT L PACKARD CPA
IRS990PF/StatementsRegardingActyGrp/PhoneNum04808343550
IRS990PF/StatementsRegardingActyGrp/PrivateOperatingFoundationInd0false
IRS990PF/StatementsRegardingActyGrp/Section508eRqrSatisfiedInd0false
IRS990PF/StatementsRegardingActyGrp/UnrelatedBusIncmOverLimitInd0false
IRS990PF/StatementsRegardingActyGrp/WebsiteAddressTxt0N/A
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt114234
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt0GENERAL FUND
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt1FOUNDATION SUPPORT
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt0PC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt1PF
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientPersonNm0LDS CHURCH
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientPersonNm1WILLIAM J FLAKE HERITAGE FOUNDATION
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt050 E NORTH TEMPLE ST FL 15
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt1PO BOX 351
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm0SALT LAKE CITY
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm1SNOWFLAKE
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd185937
IRS990PF/SupplementaryInformationGrp/OnlyContriToPreselectedInd0X
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriPdDurYrAmt0100480
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/AppliedToCurrentYearAmt0100480
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt0570988
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovAppCYAmt0320835
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr2Amt0120061
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr3Amt0102057
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr4Amt098717
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovAppCYCorpusAmt0320835
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt0100480
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt0320835
IRS990PF/UndistributedIncomeGrp/TreatedAsDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt0149673
IRS990ScheduleB/ContributorInformationGrp/ContributorNum01
IRS990ScheduleB/ContributorInformationGrp/ContributorNum12
IRS990ScheduleB/ContributorInformationGrp/ContributorPersonNm0STANLEY M FLAKE
IRS990ScheduleB/ContributorInformationGrp/ContributorPersonNm1LYNNE H FLAKE
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine1Txt01526 NORTH ROBIN LANE
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine1Txt11526 NORTH ROBIN LANE
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/CityNm0MESA
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/CityNm1MESA
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/StateAbbreviationCd0AZ
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/StateAbbreviationCd1AZ
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/ZIPCd085213
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/ZIPCd185213
IRS990ScheduleB/ContributorInformationGrp/PersonContributionInd0X
IRS990ScheduleB/ContributorInformationGrp/PersonContributionInd1X
IRS990ScheduleB/ContributorInformationGrp/TotalContributionsAmt011128
IRS990ScheduleB/ContributorInformationGrp/TotalContributionsAmt111128
IRS990ScheduleB/GeneralRuleInd0X
IRS990ScheduleB/Organization501c3ExemptPFInd0X
OtherDecreasesSchedule/OtherDecreasesDetail/Amt016760
OtherDecreasesSchedule/OtherDecreasesDetail/Desc0PRIOR YEAR ADJUSTMENT
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc0BANK FEES
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc1MISC EXPENSES
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc2Rental Expenses
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt015
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt1166
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt27200
OtherIncomeSchedule2/OtherIncomeDetail/Desc0Other Investment Income
OtherIncomeSchedule2/OtherIncomeDetail/NetInvestmentIncomeAmt0193494
OtherIncomeSchedule2/OtherIncomeDetail/RevenueAndExpensesPerBooksAmt0193494
OtherNotesLoansRcvblShortSch2/OtherNotesLoansRcvblShortGrp/BalanceDueAmt01574807
OtherNotesLoansRcvblShortSch2/OtherNotesLoansRcvblShortGrp/BalanceDueAmt11105250
OtherNotesLoansRcvblShortSch2/OtherNotesLoansRcvblShortGrp/BalanceDueAmt2275001
OtherNotesLoansRcvblShortSch2/OtherNotesLoansRcvblShortGrp/BalanceDueAmt31085000
OtherNotesLoansRcvblShortSch2/OtherNotesLoansRcvblShortGrp/Organization501c3Name/BusinessNameLine1Txt0CENTERRA CAPITAL
OtherNotesLoansRcvblShortSch2/OtherNotesLoansRcvblShortGrp/Organization501c3Name/BusinessNameLine1Txt1WILLENSKRAFT
OtherNotesLoansRcvblShortSch2/OtherNotesLoansRcvblShortGrp/Organization501c3Name/BusinessNameLine1Txt2NRIA NOTE
OtherNotesLoansRcvblShortSch2/OtherNotesLoansRcvblShortGrp/Organization501c3Name/BusinessNameLine1Txt3STOCKTON MTGE - BURGE NOTE
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/AdjustedNetIncomeAmt00
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/Amt07775
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/CategoryTxt0ACCOUNTING/TAX PREP.
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/DisbursementsCharitablePrpsAmt00
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/NetInvestmentIncomeAmt00
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/AuthenticationAssuranceLevelCd0AAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/FederatedAssuranceLevelCd0FAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/IdentityAssuranceLevelCd0IAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/TrustedCustomerCd02
ReturnHeader/BuildTS02022-09-23 18:48:47Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0STANLEY M FLAKE
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0Trustee
ReturnHeader/BusinessOfficerGrp/SignatureDt02022-11-10
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0ORB RELIEF TRUST
ReturnHeader/Filer/BusinessNameControlTxt0ORBR
ReturnHeader/Filer/EIN0686199251
ReturnHeader/Filer/USAddress/AddressLine1Txt01526 NORTH ROBIN LANE
ReturnHeader/Filer/USAddress/CityNm0MESA
ReturnHeader/Filer/USAddress/StateAbbreviationCd0AZ
ReturnHeader/Filer/USAddress/ZIPCd085213
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0860975987
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0PACKARD APPLEBY & ROGERS PC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt02158 N Gilbert Rd Suite 117
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0Mesa
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0AZ
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd085203
ReturnHeader/PreparerPersonGrp/PhoneNum04808343550
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0ROBERT L PACKARDCPA
ReturnHeader/ReturnTs02022-11-10T12:57:25-08:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0STANLEY M
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0FLAKE
ReturnHeader/TaxPeriodBeginDt02021-01-01
ReturnHeader/TaxPeriodEndDt02021-12-31
ReturnHeader/TaxYr02021

Document Assets

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Filings

Displayed year

2021 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$7,401,927
Liabilities
$0
Net assets
$7,401,927
Revenue
$321,100
Expenses
$115,636
Net income
$205,464
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