Civic Intelligence

Shamrock Trust

EIN 45-6652879 • Portland, OR

2115 SW Sunset DrPortland, OR 97239
Siviq Scores

Precomputed percentiles relative to similar nonprofits. These scores are descriptive rather than judgmental.

Liabilities / Assets

43rd percentile

0.00x

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

$500k-$1M nonprofits • Source year 2025

Liabilities / Revenue

44th percentile

0.00x

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

$500k-$1M nonprofits • Source year 2025

Net Margin

97th percentile

89%

Higher net margin than 97% of similar nonprofits.

$500k-$1M nonprofits • Source year 2025

Top Officer Pay

58th percentile

$0

Higher top officer pay than 58% of similar nonprofits.

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

$500k-$1M nonprofits • Source year 2025

Asset Growth

57th percentile

4.3%

Faster asset growth than 57% of similar nonprofits.

$500k-$1M nonprofits • Annualized from 2024 to 2025

Revenue Growth

97th percentile

477%

Faster revenue growth than 97% of similar nonprofits.

$500k-$1M nonprofits • Annualized from 2024 to 2025

Balance Sheet
Liabilities / Assets43rd percentile

Assets

Up

$983,738

Up $40,836 (+4.3%) from 2024

Liabilities

Flat

$0

Flat from 2024

Net Assets

Up

$983,738

Up $40,836 (+4.3%) from 2024

Operations
Liabilities / Revenue44th percentileNet Margin97th percentile

Revenue

Up

$45,646

Up $37,741 (+477%) from 2024

Expenses

Down

$4,810

Down $83,622 (-95%) from 2024

Net Income

Up

$40,836

Up $121,363 (+151%) from 2024

Trend Graphs

Balance Sheet Trend

Asset Growth57th percentile

Grouped bars show assets, liabilities, and net assets across loaded filings.

$2.0M$1.5M$1.0M$500K$0Assets 2012: $1,511,134Liabilities 2012: $02012Assets 2013: $1,293,603Liabilities 2013: $02013Assets 2014: $1,251,211Liabilities 2014: $02014Assets 2015: $1,220,794Liabilities 2015: $02015Assets 2019: $793,929Liabilities 2019: $0Net Assets 2019: $793,9292019Assets 2020: $806,380Liabilities 2020: $0Net Assets 2020: $806,3802020Assets 2021: $968,348Liabilities 2021: $0Net Assets 2021: $968,3482021Assets 2022: $1,001,945Liabilities 2022: $0Net Assets 2022: $1,001,9452022Assets 2023: $1,023,429Liabilities 2023: $0Net Assets 2023: $1,023,4292023Assets 2024: $942,902Liabilities 2024: $0Net Assets 2024: $942,9022024Assets 2025: $983,738Liabilities 2025: $0Net Assets 2025: $983,7382025

Highlighted filing

2025

Assets$983,738
Liabilities$0
Net Assets$983,738
Open 2025 Filing

Operations Trend

Revenue Growth97th percentile

Revenue, expenses, and net income by year, with the latest filing highlighted.

$2.0M$1.5M$1.0M$500K$0-$500KRevenue 2012: $1,538,601Expenses 2012: $27,467Net Income 2012: $1,511,1342012Revenue 2013: $58,971Expenses 2013: $276,502Net Income 2013: -$217,5312013Revenue 2014: $39,731Expenses 2014: $82,123Net Income 2014: -$42,3922014Revenue 2015: $45,051Expenses 2015: $75,468Net Income 2015: -$30,4172015Revenue 2019: $33,286Expenses 2019: $59,882Net Income 2019: -$26,5962019Revenue 2020: $23,682Expenses 2020: $11,231Net Income 2020: $12,4512020Revenue 2021: $168,889Expenses 2021: $6,921Net Income 2021: $161,9682021Revenue 2022: $43,546Expenses 2022: $9,949Net Income 2022: $33,5972022Revenue 2023: $25,164Expenses 2023: $3,680Net Income 2023: $21,4842023Revenue 2024: $7,905Expenses 2024: $88,432Net Income 2024: -$80,5272024Revenue 2025: $45,646Expenses 2025: $4,810Net Income 2025: $40,8362025

Highlighted filing

2025

Revenue$45,646
Expenses$4,810
Net Income$40,836
Open 2025 Filing

Filings

Most recent year

2025 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$983,738
Liabilities
$0
Net assets
$983,738
Revenue
$45,646
Expenses
$4,810
Net income
$40,836
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.$0.98$0.00$0.98$0.05$0.00$0.04
2024Detailed filing. Detailed filing data is available for this year.$0.94$0.00$0.94$0.01$0.09$0.08
2023Detailed filing. Detailed filing data is available for this year.$1.02$0.00$1.02$0.03$0.00$0.02
2022Detailed filing. Detailed filing data is available for this year.$1.00$0.00$1.00$0.04$0.01$0.03
2021Detailed filing. Detailed filing data is available for this year.$0.97$0.00$0.97$0.17$0.01$0.16
2020Detailed filing. Detailed filing data is available for this year.$0.81$0.00$0.81$0.02$0.01$0.01
2019Detailed filing. Detailed filing data is available for this year.$0.79$0.00$0.79$0.03$0.06$0.03
2015Summary only. Only limited summary data is available for this year.$1.22$0.00$0.05$0.08$0.03
2014Summary only. Only limited summary data is available for this year.$1.25$0.00$0.04$0.08$0.04
2013Summary only. Only limited summary data is available for this year.$1.29$0.00$0.06$0.28$0.22
2012Summary only. Only limited summary data is available for this year.$1.51$0.00$1.54$0.03$1.51
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Oct 1, 2024 to Sep 30, 2025
Signed
Feb 13, 2026
Return Version
2024v5.5
Compensation and Service Providers
Top Officer Pay58th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
BRIGID FLANIGANTrustee-$0--
Filing and Contact Details

Filer

Filer Name
Shamrock Trust
EIN
45-6652879
Phone
5032445582
Address
2115 SW SUNSET DR, PORTLAND, OR 97239

Signing Officer

Name
Brigid Flanigan
Title
Trustee
Phone
5032445582
Signed
2026-02-13
Discuss with paid preparer
Yes

Preparer

Firm
Aprio Advisory Group LLC
Address
5885 MEADOWS RD 200, LAKE OSWEGO, OR 97035
Preparer
Margaret Wallis CPA
Phone
5036974118
Raw XML Appendix280 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/UndistributedIncomeGrp/ExcessDistributionCyovAppCYAmt08095
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr1Amt08095
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovAppCYCorpusAmt08095
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovFromYr5Amt00
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt00
IRS990PF/UndistributedIncomeGrp/PriorYearDeficiencyOrTaxAmt00
IRS990PF/UndistributedIncomeGrp/PriorYearUndistributedIncmAmt00
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt00
IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/Taxable1Amt00
IRS990PF/UndistributedIncomeGrp/Taxable2Amt00
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt00
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt08095
IRS990PF/UndistributedIncomeGrp/TotalForPriorYearsAmt00
IRS990PF/UndistributedIncomeGrp/TreatedAsDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt065233
IRS990PF/UndistributedIncomeGrp/UndistributedIncomePYAmt00
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc0PNC BANK - ACCOUNT FEE
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc1OR DOJ FEES
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt00
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt10
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt038
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt10
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt038
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt1114
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/Amt04279
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/CategoryTxt0INVESTMENT MANAGEMENT FEE
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/DisbursementsCharitablePrpsAmt00
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/NetInvestmentIncomeAmt04279
TaxesSchedule/TaxesDetail/Amt0379
TaxesSchedule/TaxesDetail/CategoryTxt0FEDERAL INCOME TAXES
TaxesSchedule/TaxesDetail/DisbursementsCharitablePrpsAmt00
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt00
ReturnHeader/BuildTS02025-03-06 01:10:19Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0BRIGID FLANIGAN
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TRUSTEE
ReturnHeader/BusinessOfficerGrp/PhoneNum05032445582
ReturnHeader/BusinessOfficerGrp/SignatureDt02026-02-13
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0SHAMROCK TRUST
ReturnHeader/Filer/BusinessNameControlTxt0SHAM
ReturnHeader/Filer/EIN0456652879
ReturnHeader/Filer/PhoneNum05032445582
ReturnHeader/Filer/USAddress/AddressLine1Txt02115 SW SUNSET DR
ReturnHeader/Filer/USAddress/CityNm0PORTLAND
ReturnHeader/Filer/USAddress/StateAbbreviationCd0OR
ReturnHeader/Filer/USAddress/ZIPCd097239
ReturnHeader/IRSResponsiblePrtyInfoCurrInd00
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0582487348
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0APRIO ADVISORY GROUP LLC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt05885 MEADOWS RD 200
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0LAKE OSWEGO
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0OR
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd097035
ReturnHeader/PreparerPersonGrp/PhoneNum05036974118
ReturnHeader/PreparerPersonGrp/PreparationDt02026-02-13
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0MARGARET WALLIS CPA
ReturnHeader/ReturnTs02026-02-13T08:27:15-06:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/TaxPeriodBeginDt02024-10-01
ReturnHeader/TaxPeriodEndDt02025-09-30
ReturnHeader/TaxYr02024

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