Civic Intelligence

Shamrock Trust

990PF • Fiscal year 2021 • EIN 45-6652879

Oct 01, 2020 to Sep 30, 2021 • Filed on Jan 10, 2022

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

39th percentile

0.00x

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

2021 filings • $500k-$1M nonprofits • Source year 2021

Liabilities / Revenue

39th percentile

0.00x

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

2021 filings • $500k-$1M nonprofits • Source year 2021

Net Margin

98th percentile

96%

Higher net margin than 98% of similar nonprofits.

2021 filings • $500k-$1M nonprofits • Source year 2021

Top Officer Pay

56th percentile

$0

Higher top officer pay than 56% of similar nonprofits.

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

2021 filings • $500k-$1M nonprofits • Source year 2021

Asset Growth

72nd percentile

20%

Faster asset growth than 72% of similar nonprofits.

2021 filings • $500k-$1M nonprofits • Annualized from 2020 to 2021

Revenue Growth

97th percentile

613%

Faster revenue growth than 97% of similar nonprofits.

2021 filings • $500k-$1M nonprofits • Annualized from 2020 to 2021

Balance Sheet
Liabilities / Assets39th percentile

Assets

Up

$968,348

Up $161,968 (+20%) from 2020

Net Assets

Up

$968,348

Up $161,968 (+20%) from 2020

Liabilities

Flat

$0

Flat from 2020

Revenue And Expenses
Liabilities / Revenue39th percentileNet Margin98th percentile

Revenue

Up

$168,889

Up $145,207 (+613%) from 2020

Expenses

Down

$6,921

Down $4,310 (-38%) from 2020

Net Income

Up

$161,968

Up $149,517 (+1201%) from 2020

Historical Trend

Balance Sheet Trend

Asset Growth72nd 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

2021

Assets$968,348
Liabilities$0
Net Assets$968,348
Open 2021 Filing

Operations Trend

Revenue Growth97th 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

2021

Revenue$168,889
Expenses$6,921
Net Income$161,968
Open 2021 Filing
Jump To
Filing Snapshot
Filing Period
Oct 1, 2020 to Sep 30, 2021
Signed
Jan 10, 2022
Return Version
2020v4.1
Compensation and Service Providers
Top Officer Pay56th 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
2022-01-10
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 Appendix316 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/PropertyDesc0PNC BANK - HAWTHORN SHORT TERM
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc1PNC BANK - HAWTHORN LONG TERM
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc2CAPITAL GAINS DIVIDENDS
IRS990PF/CapGainsLossTxInvstIncmDetail/CapitalGainNetIncomeAmt0148979
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IRS990PF/UndistributedIncomeGrp/AppliedToCurrentYearAmt0101
IRS990PF/UndistributedIncomeGrp/AppliedToPriorYearsAmt00
IRS990PF/UndistributedIncomeGrp/AppliedToYear1Amt00
IRS990PF/UndistributedIncomeGrp/CorpusDistri170b1EOr4942g3Amt00
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt062320
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovAppCYAmt062219
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr2Amt05823
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr3Amt0208485
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr4Amt060968
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr5Amt045433
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovAppCYCorpusAmt062219
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovFromYr5Amt00
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt0258490
IRS990PF/UndistributedIncomeGrp/ExcessFromYear2Amt05823
IRS990PF/UndistributedIncomeGrp/ExcessFromYear3Amt0208485
IRS990PF/UndistributedIncomeGrp/ExcessFromYear4Amt044182
IRS990PF/UndistributedIncomeGrp/PriorYearDeficiencyOrTaxAmt00
IRS990PF/UndistributedIncomeGrp/PriorYearUndistributedIncmAmt00
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt0101
IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/Taxable1Amt00
IRS990PF/UndistributedIncomeGrp/Taxable2Amt00
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt0258490
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt0320709
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
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt0101
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt10
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt00
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt125
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt0101
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt125
OtherIncomeSchedule2/OtherIncomeDetail/AdjustedNetIncomeAmt02867
OtherIncomeSchedule2/OtherIncomeDetail/Desc0PNC BANK - HAWTHORN
OtherIncomeSchedule2/OtherIncomeDetail/NetInvestmentIncomeAmt02867
OtherIncomeSchedule2/OtherIncomeDetail/RevenueAndExpensesPerBooksAmt02867
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/Amt03479
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/Amt1257
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/CategoryTxt0VERITABLE - INVESTMENT MANAGEMENT FEE
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/CategoryTxt1HAWTHORN - CUSTODY
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/DisbursementsCharitablePrpsAmt00
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/DisbursementsCharitablePrpsAmt10
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/NetInvestmentIncomeAmt03479
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/NetInvestmentIncomeAmt1257
TaxesSchedule/TaxesDetail/Amt0380
TaxesSchedule/TaxesDetail/CategoryTxt0FEDERAL INCOME TAXES
TaxesSchedule/TaxesDetail/DisbursementsCharitablePrpsAmt00
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt00
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/AuthenticationAssuranceLevelCd0AAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/IdentityAssuranceLevelCd0IAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/TrustedCustomerCd02
ReturnHeader/BuildTS02022-09-23 18:48:47Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0BRIGID FLANIGAN
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TRUSTEE
ReturnHeader/BusinessOfficerGrp/PhoneNum05032445582
ReturnHeader/BusinessOfficerGrp/SignatureDt02022-01-10
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/ReturnTs02022-01-24T17:08:25-06:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0BRIGID
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0FLANIGAN
ReturnHeader/TaxPeriodBeginDt02020-10-01
ReturnHeader/TaxPeriodEndDt02021-09-30
ReturnHeader/TaxYr02020

Document Assets

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Filings

Displayed year

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

Open filing
Assets
$968,348
Liabilities
$0
Net assets
$968,348
Revenue
$168,889
Expenses
$6,921
Net income
$161,968
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