Civic Intelligence

Waldon H and Adele Orr Charitable Trust Co Wells Fargo Bank Na Ifs Fiduciary Tax

990PF • Fiscal year 2023 • EIN 74-6523535

Jan 01, 2023 to Dec 31, 2023 • Filed on Sep 11, 2024

Organization Profile
6325 S Rainbow Blvd Ste 300Las Vegas, NV 89118

(888) 730-4933

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.

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

Liabilities / Revenue

21st percentile

0.00x

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

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

Net Margin

91st percentile

63%

Higher net margin than 91% of similar nonprofits.

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

Top Officer Pay

44th percentile

$74,028

Higher top officer pay than 44% of similar nonprofits.

Top officer pay equals 6.5% of source-year revenue.

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

Asset Growth

77th percentile

16%

Faster asset growth than 77% of similar nonprofits.

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

Revenue Growth

94th percentile

209%

Faster revenue growth than 94% of similar nonprofits.

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

Balance Sheet
Liabilities / Assets24th percentile

Assets

Up

$5,056,834

Up $704,659 (+16%) from 2022

Net Assets

Up

$5,056,834

Up $707,211 (+16%) from 2022

Liabilities

Down

$0

Down $2,552 (-100%) from 2022

Revenue And Expenses
Liabilities / Revenue21st percentileNet Margin91st percentile

Revenue

Up

$1,144,463

Up $774,159 (+209%) from 2022

Expenses

Down

$419,786

Down $25,920 (-5.8%) from 2022

Net Income

Up

$724,677

Up $800,079 (+1061%) from 2022

Historical Trend

Balance Sheet Trend

Asset Growth77th percentile

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

$6.0M$4.0M$2.0M$0Assets 2011: $3,957,963Liabilities 2011: $2,998Net Assets 2011: $3,954,9652011Assets 2012: $3,854,565Liabilities 2012: $0Net Assets 2012: $3,854,5652012Assets 2013: $3,753,344Liabilities 2013: $0Net Assets 2013: $3,753,3442013Assets 2014: $4,253,824Liabilities 2014: $4,731Net Assets 2014: $4,249,0932014Assets 2015: $4,477,892Liabilities 2015: $0Net Assets 2015: $4,477,8922015Assets 2016: $4,299,839Liabilities 2016: $0Net Assets 2016: $4,299,8392016Assets 2017: $4,494,076Liabilities 2017: $0Net Assets 2017: $4,494,0762017Assets 2018: $4,498,923Liabilities 2018: $2,351Net Assets 2018: $4,496,5722018Assets 2019: $4,542,129Liabilities 2019: $1,227Net Assets 2019: $4,540,9022019Assets 2020: $4,459,736Liabilities 2020: $0Net Assets 2020: $4,459,7362020Assets 2021: $4,427,775Liabilities 2021: $2,750Net Assets 2021: $4,425,0252021Assets 2022: $4,352,175Liabilities 2022: $2,552Net Assets 2022: $4,349,6232022Assets 2023: $5,056,834Liabilities 2023: $0Net Assets 2023: $5,056,8342023Assets 2024: $5,161,642Liabilities 2024: $0Net Assets 2024: $5,161,6422024

Highlighted filing

2023

Assets$5,056,834
Liabilities$0
Net Assets$5,056,834
Open 2023 Filing

Operations Trend

Revenue Growth94th percentile

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

$1.5M$1.0M$500K$0-$500KExpenses 2011: $234,2112011Expenses 2012: $257,9472012Revenue 2013: $166,626Expenses 2013: $267,817Net Income 2013: -$101,1912013Revenue 2014: $793,003Expenses 2014: $297,254Net Income 2014: $495,7492014Revenue 2015: $227,141Expenses 2015: $327,597Net Income 2015: -$100,4562015Revenue 2016: $163,807Expenses 2016: $333,816Net Income 2016: -$170,0092016Revenue 2017: $224,957Expenses 2017: $332,645Net Income 2017: -$107,6882017Revenue 2018: $336,016Expenses 2018: $312,105Net Income 2018: $23,9112018Revenue 2019: $405,821Expenses 2019: $361,491Net Income 2019: $44,3302019Revenue 2020: $285,272Expenses 2020: $366,438Net Income 2020: -$81,1662020Revenue 2021: $384,335Expenses 2021: $419,046Net Income 2021: -$34,7112021Revenue 2022: $370,304Expenses 2022: $445,706Net Income 2022: -$75,4022022Revenue 2023: $1,144,463Expenses 2023: $419,786Net Income 2023: $724,6772023Revenue 2024: $531,124Expenses 2024: $438,952Net Income 2024: $92,1722024

Highlighted filing

2023

Revenue$1,144,463
Expenses$419,786
Net Income$724,677
Open 2023 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2023 to Dec 31, 2023
Signed
Sep 11, 2024
Return Version
2023v5.1
Compensation and Service Providers
Top Officer Pay44th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
WELLS FARGO BANK N ATrustee-$74,028-$74,028
Filing and Contact Details

Filer

Filer Name
Orr Waldon H and Adele Charitable Trust
EIN
74-6523535
Phone
8887304933
Address
6325 S RAINBOW BLVD STE 300, LAS VEGAS, NV 89118

Signing Officer

Name
-
Title
Trustee
Phone
8887304933
Signed
2024-09-11
Discuss with paid preparer
Yes

Preparer

Firm
Pwc US Tax Llp
Address
301 GRANT STREET 45TH FLOOR, PITTSBURGH, PA 15219
Preparer
Laura B Strobel
Phone
4123556000
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InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm1005098108 ACUSHNET HOLDINGS CO
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm200724F101 ADOBE INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm3007903107 ADVANCED MICRO DEVIC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm400846U101 AGILENT TECHNOLOGIES
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InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm603662Q105 ANSYS INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm7037833100 APPLE INC
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InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm11052769106 AUTODESK INC
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InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm1711135F101 BROADCOM INC
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InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm1911275Q107 BROOKFIELD INFRASTRU
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InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm21113004105 BROOKFIELD ASSET MAN
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InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm23115637209 BROWN FORMAN CORP CL
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InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm25143130102 CARMAX INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm26150870103 CELANESE CORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm2717275R102 CISCO SYSTEMS INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm28172967424 CITIGROUP INC.
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm29185123106 CLEARWATER ANALYTICS
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InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm31192446102 COGNIZANT TECH SOLUT
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InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm33217204106 COPART INC COM
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm34221006109 CORVEL CORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm3522160N109 COSTAR GROUP, INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm3625243Q205 DIAGEO PLC - ADR
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm3725754A201 DOMINOS PIZZA INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm38257651109 DONALDSON CO INC
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InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm4632051X108 FIRST HAWAIIAN INC
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InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm48384109104 GRACO INC
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InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm50426281101 HENRY JACK & ASSOC I
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm5143300A203 HILTON WORLDWIDE HOL
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm52437076102 HOME DEPOT INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm5344267T102 HOWARD HUGHES HOLDIN
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm54448579102 HYATT HOTELS CORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm5545168D104 IDEXX CORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm5646625H100 JPMORGAN CHASE & CO
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm5748251W104 KKR & CO INC -A
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm5848282T104 KADANT INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm59493732101 K.FORCE, INC.
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm6050189K103 LCI INDUSTRIES
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm61512807108 LAM RESEARCH CORP CO
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm62515098101 LANDSTAR SYS INC COM
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm63526057104 LENNAR CORPORATION C
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm64531229755 LIBERTY MEDIA CORP-L
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm65531229771 LIBERTY MEDIA CORP-L
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm66532457108 ELI LILLY & CO COM
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm67538034109 LIVE NATION ENT INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm6855354G100 MSCI INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm69562750109 MANHATTAN ASSOCIATES
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm7056501R106 MANULIFE FINANCIAL C
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm71570535104 MARKEL GROUP INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm72573284106 MARTIN MARIETTA MATL
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm73580135101 MCDONALDS CORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm7458933Y105 MERCK & CO INC NEW
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm75594918104 MICROSOFT CORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm76595017104 MICROCHIP TECHNOLOGY
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm7760786M105 MOELIS & CO
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm78609207105 MONDELEZ INTERNATION
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm79615369105 MOODYS CORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm80654106103 NIKE INC CL B
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm8167103H107 O'REILLY AUTOMOTIVE
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm8274164M108 PRIMERICA INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm83743315103 PROGRESSIVE CORP OHI
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm84749607107 RLI CORP COM
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm8575513E101 RTX CORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm8675524B104 RBC BEARINGS INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm877591EP100 REGIONS FINL CORP NE
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm8876657Y101 RIGHTMOVE PLC-UNSP A
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm89776696106 ROPER TECHNOLOGIES I
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm90778296103 ROSS STORES INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm91824348106 SHERWIN WILLIAMS CO
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm92829073105 SIMPSON MFG INC COM
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm93855244109 STARBUCKS CORP COM
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm9486614U100 SUMMIT MATERIALS INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm95867224107 SUNCOR ENERGY INC NE
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm9687612E106 TARGET CORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm97883556102 THERMO FISHER SCIENT
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm98891092108 TORO CO
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm99891160509 TORONTO DOMINION BK
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm10089151E109 TOTALENERGIES SE -SP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm101893641100 TRANSDIGM GROUP INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm102902252105 TYLER TECHNOLOGIES I
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm10390278Q108 UFP INDUSTRIES INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm104904767704 UNILEVER PLC - ADR
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm105907818108 UNION PACIFIC CORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm106911312106 UNITED PARCEL SERVIC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm10791324P102 UNITEDHEALTH GROUP I
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm10891879Q109 VAIL RESORTS INC COM
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm10992343E102 VERISIGN INC COM
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm11092345Y106 VERISK ANALYTICS INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm11192826C839 VISA INC-CLASS A SHR
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm112929160109 VULCAN MATERIALS COM
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm11394106L109 WASTE MANAGEMENT INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm114941848103 WATERS CORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm115942749102 WATTS WATER TECHNOLO
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm116G0403H108 AON PLC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm117G0450A105 ARCH CAPITAL GROUP L
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm118G29183103 EATON CORP PLC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm119H2906T109 GARMIN LTD
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm120H84989104 TE CONNECTIVITY LTD
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm121L7579L106 PERIMETER SOLUTIONS
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm122M98068105 WIX.COM LTD
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Filings

Displayed year

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

Open filing
Assets
$5,056,834
Liabilities
$0
Net assets
$5,056,834
Revenue
$1,144,463
Expenses
$419,786
Net income
$724,677
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$5.16$0.00$5.16$0.53$0.44$0.09
2023Detailed filing. Detailed filing data is available for this year.$5.06$0.00$5.06$1.14$0.42$0.72
2022Detailed filing. Detailed filing data is available for this year.$4.35$0.00$4.35$0.37$0.45$0.08
2021Detailed filing. Detailed filing data is available for this year.$4.43$0.00$4.43$0.38$0.42$0.03
2020Detailed filing. Detailed filing data is available for this year.$4.46$0.00$4.46$0.29$0.37$0.08
2019Detailed filing. Detailed filing data is available for this year.$4.54$0.00$4.54$0.41$0.36$0.04
2018Detailed filing. Detailed filing data is available for this year.$4.50$0.00$4.50$0.34$0.31$0.02
2017Detailed filing. Detailed filing data is available for this year.$4.49$0.00$4.49$0.22$0.33$0.11
2016Detailed filing. Detailed filing data is available for this year.$4.30$0.00$4.30$0.16$0.33$0.17
2015Detailed filing. Detailed filing data is available for this year.$4.48$0.00$4.48$0.23$0.33$0.10
2014Detailed filing. Detailed filing data is available for this year.$4.25$0.00$4.25$0.79$0.30$0.50
2013Detailed filing. Detailed filing data is available for this year.$3.75$0.00$3.75$0.17$0.27$0.10
2012Detailed filing. Detailed filing data is available for this year.$3.85$0.00$3.85$0.26
2011Detailed filing. Detailed filing data is available for this year.$3.96$0.00$3.95$0.23