Civic Intelligence

Orb Relief Trust

990PF • Fiscal year 2023 • EIN 68-6199251

Jan 01, 2023 to Dec 31, 2023 • Filed on May 24, 2024

Organization Profile
1526 North Robin LaneMesa, AZ 85213

(480) 590-0181

Siviq Scores

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

Liabilities / Assets

42nd percentile

0.02x

Higher debt load relative to assets than 42% of similar nonprofits.

2023 filings • $5M-$10M nonprofits • Source year 2023

Liabilities / Revenue

66th percentile

0.26x

Higher debt load relative to revenue than 66% of similar nonprofits.

2023 filings • $5M-$10M nonprofits • Source year 2023

Net Margin

79th percentile

27%

Higher net margin than 79% of similar nonprofits.

2023 filings • $5M-$10M nonprofits • Source year 2023

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.

2023 filings • $5M-$10M nonprofits • Source year 2023

Asset Growth

55th percentile

5.1%

Faster asset growth than 55% of similar nonprofits.

2023 filings • $5M-$10M nonprofits • Annualized from 2022 to 2023

Revenue Growth

53rd percentile

8.0%

Faster revenue growth than 53% of similar nonprofits.

2023 filings • $5M-$10M nonprofits • Annualized from 2022 to 2023

Balance Sheet
Liabilities / Assets42nd percentile

Assets

Up

$7,778,427

Up $377,512 (+5.1%) from 2022

Net Assets

Up

$7,592,427

Up $191,514 (+2.6%) from 2022

Liabilities

Up

$186,000

Up $185,998 (+9299900%) from 2022

Revenue And Expenses
Liabilities / Revenue66th percentileNet Margin79th percentile

Revenue

Up

$705,993

Up $52,446 (+8.0%) from 2022

Expenses

Up

$514,479

Up $322,724 (+168%) from 2022

Net Income

Down

$191,514

Down $270,278 (-59%) from 2022

Historical Trend

Balance Sheet Trend

Asset Growth55th 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

2023

Assets$7,778,427
Liabilities$186,000
Net Assets$7,592,427
Open 2023 Filing

Operations Trend

Revenue Growth53rd 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

2023

Revenue$705,993
Expenses$514,479
Net Income$191,514
Open 2023 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2023 to Dec 31, 2023
Signed
May 24, 2024
Return Version
2023v5.0
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
Phone
4805900181
Address
1526 NORTH ROBIN LANE, MESA, AZ 85213

Signing Officer

Name
Stanley M Flake
Title
Trustee
Signed
2024-05-24
Discuss with paid preparer
Yes

Preparer

Firm
Packard Appleby & Rogers Pc
Address
2158 N Gilbert Rd Suite 117, Mesa, AZ 85203
Preparer
Michael L Rogers CPA
Phone
4808343550
Raw XML Appendix332 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/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc2FIDELITY (LT)
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc3FIDELITY HEATHCARE INDEX
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc4FIDELTY HEALTHCARE
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc5Capital Gain Dividends
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IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxBasedOnInvestmentIncomeAmt09762
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IRS990PF/Form990PFBalanceSheetsGrp/OrgDoesNotFollowFASB117Ind0X
IRS990PF/Form990PFBalanceSheetsGrp/OtherInvestmentsBOYAmt04755871
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IRS990PF/MethodOfAccountingCashInd0X
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IRS990PF/MinimumInvestmentReturnGrp/CashDeemedCharitableAmt0160338
IRS990PF/MinimumInvestmentReturnGrp/FMVAllOtherNoncharitableAstAmt05187405
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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
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IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt2Trustee
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IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt29025 NORTH PALM BROOK DRIVE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm0MESA
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm1MESA
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IRS990PF/StatementsRegardingActy4720Grp/ProhibitedTaxShelterTransInd0false
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IRS990PF/StatementsRegardingActy4720Grp/SubjToTaxRmnrtnExPrchtPymtInd0false
IRS990PF/StatementsRegardingActy4720Grp/TransferAstDisqualifiedPrsnInd0false
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IRS990PF/StatementsRegardingActy4720Grp/UndistributedIncomePYInd0false
IRS990PF/StatementsRegardingActyGrp/ActivitiesNotPreviouslyRptInd0false
IRS990PF/StatementsRegardingActyGrp/AtLeast5000InAssetsInd0true
IRS990PF/StatementsRegardingActyGrp/ChangesToArticlesOrBylawsInd0false
IRS990PF/StatementsRegardingActyGrp/ComplyWithPublicInspRqrInd0true
IRS990PF/StatementsRegardingActyGrp/DonorAdvisedFundInd0false
IRS990PF/StatementsRegardingActyGrp/ForeignAccountsQuestionInd0false
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IRS990PF/StatementsRegardingActyGrp/Form990PFFiledWithAttyGenInd0true
IRS990PF/StatementsRegardingActyGrp/LegislativePoliticalActyInd0false
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IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/StateAbbreviationCd0AZ
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/ZIPCd085203
IRS990PF/StatementsRegardingActyGrp/MoreThan100SpentInd0false
IRS990PF/StatementsRegardingActyGrp/NewSubstantialContributorsInd0false
IRS990PF/StatementsRegardingActyGrp/OrganizationDissolvedEtcInd0false
IRS990PF/StatementsRegardingActyGrp/OwnControlledEntityInd0false
IRS990PF/StatementsRegardingActyGrp/PersonsWithBooksName/BusinessNameLine1Txt0MICHAEL L ROGERS CPA
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Document Assets

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Filings

Displayed year

2023 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$7,778,427
Liabilities
$186,000
Net assets
$7,592,427
Revenue
$705,993
Expenses
$514,479
Net income
$191,514
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