Civic Intelligence

Shamrock Trust

990PF • Fiscal year 2022 • EIN 45-6652879

Oct 01, 2021 to Sep 30, 2022 • Filed on Feb 02, 2023

Organization Profile
2115 SW Sunset DrPortland, OR 97239

(503) 244-5582

Siviq Scores

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

Liabilities / Assets

31st percentile

0.00x

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

2022 filings • $1M-$5M nonprofits • Source year 2022

Liabilities / Revenue

29th percentile

0.00x

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

2022 filings • $1M-$5M nonprofits • Source year 2022

Net Margin

93rd percentile

77%

Higher net margin than 93% of similar nonprofits.

2022 filings • $1M-$5M nonprofits • Source year 2022

Top Officer Pay

46th percentile

$0

Higher top officer pay than 46% of similar nonprofits.

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

2022 filings • $1M-$5M nonprofits • Source year 2022

Asset Growth

61st percentile

3.5%

Faster asset growth than 61% of similar nonprofits.

2022 filings • $1M-$5M nonprofits • Annualized from 2021 to 2022

Revenue Growth

6th percentile

-74%

Faster revenue growth than 6% of similar nonprofits.

2022 filings • $1M-$5M nonprofits • Annualized from 2021 to 2022

Balance Sheet
Liabilities / Assets31st percentile

Assets

Up

$1,001,945

Up $33,597 (+3.5%) from 2021

Net Assets

Up

$1,001,945

Up $33,597 (+3.5%) from 2021

Liabilities

Flat

$0

Flat from 2021

Revenue And Expenses
Liabilities / Revenue29th percentileNet Margin93rd percentile

Revenue

Down

$43,546

Down $125,343 (-74%) from 2021

Expenses

Up

$9,949

Up $3,028 (+44%) from 2021

Net Income

Down

$33,597

Down $128,371 (-79%) from 2021

Historical Trend

Balance Sheet Trend

Asset Growth61st 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

2022

Assets$1,001,945
Liabilities$0
Net Assets$1,001,945
Open 2022 Filing

Operations Trend

Revenue Growth6th 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

2022

Revenue$43,546
Expenses$9,949
Net Income$33,597
Open 2022 Filing
Jump To
Filing Snapshot
Filing Period
Oct 1, 2021 to Sep 30, 2022
Signed
Feb 2, 2023
Return Version
2021v4.2
Compensation and Service Providers
Top Officer Pay46th 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
2023-02-02
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 Appendix313 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/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd2P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc0PNC BANK - HAWTHORN SHORT TERM
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc1PNC BANK - HAWTHORN LONG TERM
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc2CAPITAL GAINS DIVIDENDS
IRS990PF/CapGainsLossTxInvstIncmDetail/CapitalGainNetIncomeAmt014581
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IRS990PF/ChgInNetAssetsFundBalancesGrp/OtherDecreasesAmt00
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IRS990PF/UndistributedIncomeGrp/AppliedToPriorYearsAmt00
IRS990PF/UndistributedIncomeGrp/AppliedToYear1Amt00
IRS990PF/UndistributedIncomeGrp/CorpusDistri170b1EOr4942g3Amt00
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt064441
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovAppCYAmt064174
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr3Amt05823
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr4Amt0208485
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr5Amt044182
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovAppCYCorpusAmt064174
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovFromYr5Amt00
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt0194316
IRS990PF/UndistributedIncomeGrp/ExcessFromYear3Amt05823
IRS990PF/UndistributedIncomeGrp/ExcessFromYear4Amt0188493
IRS990PF/UndistributedIncomeGrp/PriorYearDeficiencyOrTaxAmt00
IRS990PF/UndistributedIncomeGrp/PriorYearUndistributedIncmAmt00
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt0267
IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/Taxable1Amt00
IRS990PF/UndistributedIncomeGrp/Taxable2Amt00
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt0194316
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt0258490
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/DisbursementsCharitablePrpsAmt0267
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt10
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt00
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt136
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt0267
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt136
OtherIncomeSchedule2/OtherIncomeDetail/AdjustedNetIncomeAmt08447
OtherIncomeSchedule2/OtherIncomeDetail/Desc0PNC BANK - HAWTHORN
OtherIncomeSchedule2/OtherIncomeDetail/NetInvestmentIncomeAmt08447
OtherIncomeSchedule2/OtherIncomeDetail/RevenueAndExpensesPerBooksAmt08447
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/Amt03637
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/Amt1254
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/CategoryTxt0VERITABLE - INVESTMENT MANAGEMENT FEE
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/CategoryTxt1HAWTHORN - CUSTODY
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/DisbursementsCharitablePrpsAmt00
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/DisbursementsCharitablePrpsAmt10
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/NetInvestmentIncomeAmt03637
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/NetInvestmentIncomeAmt1254
TaxesSchedule/TaxesDetail/Amt02304
TaxesSchedule/TaxesDetail/CategoryTxt0FEDERAL INCOME TAXES
TaxesSchedule/TaxesDetail/DisbursementsCharitablePrpsAmt00
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt00
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/AuthenticationAssuranceLevelCd0AAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/IdentityAssuranceLevelCd0IAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/TrustedCustomerCd03
ReturnHeader/BuildTS02023-03-07 01:45:13Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0BRIGID FLANIGAN
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TRUSTEE
ReturnHeader/BusinessOfficerGrp/PhoneNum05032445582
ReturnHeader/BusinessOfficerGrp/SignatureDt02023-02-02
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/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/PreparationDt02023-02-02
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0MATTHEW J MATTECHECK CPA
ReturnHeader/ReturnTs02023-02-14T14:35:39-06:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0BRIGID
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0FLANIGAN
ReturnHeader/TaxPeriodBeginDt02021-10-01
ReturnHeader/TaxPeriodEndDt02022-09-30
ReturnHeader/TaxYr02021

Document Assets

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Filings

Displayed year

2022 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$1,001,945
Liabilities
$0
Net assets
$1,001,945
Revenue
$43,546
Expenses
$9,949
Net income
$33,597
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