Civic Intelligence

Shamrock Trust

990PF • Fiscal year 2020 • EIN 45-6652879

Oct 01, 2019 to Sep 30, 2020 • Filed on Jan 19, 2021

Organization Profile
2115 SW Sunset DrivePortland, OR 97239

(503) 244-5582

Siviq Scores

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

Liabilities / Assets

38th percentile

0.00x

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

2020 filings • $500k-$1M nonprofits • Source year 2020

Liabilities / Revenue

37th percentile

0.00x

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

2020 filings • $500k-$1M nonprofits • Source year 2020

Net Margin

89th percentile

53%

Higher net margin than 89% of similar nonprofits.

2020 filings • $500k-$1M nonprofits • Source year 2020

Top Officer Pay

55th percentile

$0

Higher top officer pay than 55% of similar nonprofits.

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

2020 filings • $500k-$1M nonprofits • Source year 2020

Asset Growth

45th percentile

1.6%

Faster asset growth than 45% of similar nonprofits.

2020 filings • $500k-$1M nonprofits • Annualized from 2019 to 2020

Revenue Growth

22nd percentile

-29%

Faster revenue growth than 22% of similar nonprofits.

2020 filings • $500k-$1M nonprofits • Annualized from 2019 to 2020

Balance Sheet
Liabilities / Assets38th percentile

Assets

Up

$806,380

Up $12,451 (+1.6%) from 2019

Net Assets

Up

$806,380

Up $12,451 (+1.6%) from 2019

Liabilities

Flat

$0

Flat from 2019

Revenue And Expenses
Liabilities / Revenue37th percentileNet Margin89th percentile

Revenue

Down

$23,682

Down $9,604 (-29%) from 2019

Expenses

Down

$11,231

Down $48,651 (-81%) from 2019

Net Income

Up

$12,451

Up $39,047 (+147%) from 2019

Historical Trend

Balance Sheet Trend

Asset Growth45th percentile

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

$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

2020

Assets$806,380
Liabilities$0
Net Assets$806,380
Open 2020 Filing

Operations Trend

Revenue Growth22nd percentile

Revenue, expenses, and net income across loaded years, with this 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

2020

Revenue$23,682
Expenses$11,231
Net Income$12,451
Open 2020 Filing
Jump To
Filing Snapshot
Filing Period
Oct 1, 2019 to Sep 30, 2020
Signed
Jan 19, 2021
Return Version
2019v5.1
Compensation and Service Providers
Top Officer Pay55th 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 DRIVE, PORTLAND, OR 97239

Signing Officer

Name
Brigid Flanigan
Title
Trustee
Phone
5032445582
Signed
2021-01-19
Discuss with paid preparer
Yes

Preparer

Firm
Delap Llp
Address
5885 MEADOWS ROAD NO 200, LAKE OSWEGO, OR 97035
Preparer
Matthew J Mattecheck CPA
Phone
5036974118
Raw XML Appendix317 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
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IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PerformanceOfServicesEtcInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PurchaseOfAssetsNonchrtblEOInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/ReimbursementArrangementsInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RelationshipsNonchrtblEOInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RentalOfFacilitiesOthAssetsInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SalesOrExchangesOfAssetsInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SharingOfFacilitiesEtcInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOfCashToNonchrtblEOInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOtherAssetNonchrtblEOInd00
IRS990PF/UndistributedIncomeGrp/AppliedToCurrentYearAmt05129
IRS990PF/UndistributedIncomeGrp/AppliedToPriorYearsAmt00
IRS990PF/UndistributedIncomeGrp/AppliedToYear1Amt00
IRS990PF/UndistributedIncomeGrp/CorpusDistri170b1EOr4942g3Amt00
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt052266
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovAppCYAmt047137
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr1Amt05823
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr2Amt0208485
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr3Amt060968
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr4Amt088421
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr5Amt04149
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovAppCYCorpusAmt047137
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovFromYr5Amt00
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt0320709
IRS990PF/UndistributedIncomeGrp/ExcessFromYear1Amt05823
IRS990PF/UndistributedIncomeGrp/ExcessFromYear2Amt0208485
IRS990PF/UndistributedIncomeGrp/ExcessFromYear3Amt060968
IRS990PF/UndistributedIncomeGrp/ExcessFromYear4Amt045433
IRS990PF/UndistributedIncomeGrp/PriorYearDeficiencyOrTaxAmt00
IRS990PF/UndistributedIncomeGrp/PriorYearUndistributedIncmAmt00
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt05129
IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/Taxable1Amt00
IRS990PF/UndistributedIncomeGrp/Taxable2Amt00
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt0320709
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt0367846
IRS990PF/UndistributedIncomeGrp/TotalForPriorYearsAmt00
IRS990PF/UndistributedIncomeGrp/TreatedAsDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomePYAmt00
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc0OR DEPT OF JUSTICE - FILING FEE
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc1PNC BANK - ACCOUNT FEE REFUND
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt0129
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt10
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt00
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt10
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt0129
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt1-6
OtherIncomeSchedule2/OtherIncomeDetail/AdjustedNetIncomeAmt0801
OtherIncomeSchedule2/OtherIncomeDetail/Desc0PNC BANK - HAWTHORN
OtherIncomeSchedule2/OtherIncomeDetail/NetInvestmentIncomeAmt0801
OtherIncomeSchedule2/OtherIncomeDetail/RevenueAndExpensesPerBooksAmt0801
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/Amt02959
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/Amt1209
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/CategoryTxt0VERITABLE - INVESTMENT MANAGEMENT FEE
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/CategoryTxt1HAWTHORN - CUSTODY
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/DisbursementsCharitablePrpsAmt00
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/DisbursementsCharitablePrpsAmt10
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/NetInvestmentIncomeAmt02959
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/NetInvestmentIncomeAmt1209
ReturnHeader/BuildTS02022-09-23 18:48:47Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0BRIGID FLANIGAN
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TRUSTEE
ReturnHeader/BusinessOfficerGrp/PhoneNum05032445582
ReturnHeader/BusinessOfficerGrp/SignatureDt02021-01-19
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0SHAMROCK TRUST
ReturnHeader/Filer/BusinessNameControlTxt0SHAM
ReturnHeader/Filer/EIN0456652879
ReturnHeader/Filer/PhoneNum05032445582
ReturnHeader/Filer/USAddress/AddressLine1Txt02115 SW SUNSET DRIVE
ReturnHeader/Filer/USAddress/CityNm0PORTLAND
ReturnHeader/Filer/USAddress/StateAbbreviationCd0OR
ReturnHeader/Filer/USAddress/ZIPCd097239
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0930418710
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0DELAP LLP
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt05885 MEADOWS ROAD NO 200
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0LAKE OSWEGO
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0OR
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd097035
ReturnHeader/PreparerPersonGrp/PhoneNum05036974118
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0MATTHEW J MATTECHECK CPA
ReturnHeader/ReturnTs02021-02-10T22:01:02-06:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/TaxPeriodBeginDt02019-10-01
ReturnHeader/TaxPeriodEndDt02020-09-30
ReturnHeader/TaxYr02019

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2020 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$806,380
Liabilities
$0
Net assets
$806,380
Revenue
$23,682
Expenses
$11,231
Net income
$12,451
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