Civic Intelligence

Shamrock Trust

990PF • Fiscal year 2023 • EIN 45-6652879

Oct 01, 2022 to Sep 30, 2023 • Filed on Jan 30, 2024

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.

2023 filings • $1M-$5M nonprofits • Source year 2023

Liabilities / Revenue

29th percentile

0.00x

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

2023 filings • $1M-$5M nonprofits • Source year 2023

Net Margin

95th percentile

85%

Higher net margin than 95% of similar nonprofits.

2023 filings • $1M-$5M nonprofits • Source year 2023

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.

2023 filings • $1M-$5M nonprofits • Source year 2023

Asset Growth

49th percentile

2.1%

Faster asset growth than 49% of similar nonprofits.

2023 filings • $1M-$5M nonprofits • Annualized from 2022 to 2023

Revenue Growth

11th percentile

-42%

Faster revenue growth than 11% of similar nonprofits.

2023 filings • $1M-$5M nonprofits • Annualized from 2022 to 2023

Balance Sheet
Liabilities / Assets31st percentile

Assets

Up

$1,023,429

Up $21,484 (+2.1%) from 2022

Net Assets

Up

$1,023,429

Up $21,484 (+2.1%) from 2022

Liabilities

Flat

$0

Flat from 2022

Revenue And Expenses
Liabilities / Revenue29th percentileNet Margin95th percentile

Revenue

Down

$25,164

Down $18,382 (-42%) from 2022

Expenses

Down

$3,680

Down $6,269 (-63%) from 2022

Net Income

Down

$21,484

Down $12,113 (-36%) from 2022

Historical Trend

Balance Sheet Trend

Asset Growth49th 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

2023

Assets$1,023,429
Liabilities$0
Net Assets$1,023,429
Open 2023 Filing

Operations Trend

Revenue Growth11th 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

2023

Revenue$25,164
Expenses$3,680
Net Income$21,484
Open 2023 Filing
Jump To
Filing Snapshot
Filing Period
Oct 1, 2022 to Sep 30, 2023
Signed
Jan 30, 2024
Return Version
2022v5.0
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
2024-01-30
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 Appendix294 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
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IRS990PF/ChgInNetAssetsFundBalancesGrp/ExcessRevenueOverExpensesAmt021484
IRS990PF/ChgInNetAssetsFundBalancesGrp/OtherDecreasesAmt00
IRS990PF/ChgInNetAssetsFundBalancesGrp/OtherIncreasesAmt00
IRS990PF/ChgInNetAssetsFundBalancesGrp/SubtotalAmt01023429
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IRS990PF/DistributableAmountGrp/DistributableAsAdjustedAmt061285
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IRS990PF/DistributableAmountGrp/MinimumInvestmentReturnAmt061584
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IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr5Amt0188493
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IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovFromYr5Amt0127208
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt05823
IRS990PF/UndistributedIncomeGrp/ExcessFromYear4Amt05823
IRS990PF/UndistributedIncomeGrp/PriorYearDeficiencyOrTaxAmt00
IRS990PF/UndistributedIncomeGrp/PriorYearUndistributedIncmAmt00
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt00
IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/Taxable1Amt00
IRS990PF/UndistributedIncomeGrp/Taxable2Amt00
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt0133031
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt0194316
IRS990PF/UndistributedIncomeGrp/TotalForPriorYearsAmt00
IRS990PF/UndistributedIncomeGrp/TreatedAsDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomePYAmt00
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OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt00
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt052
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt052
OtherIncomeSchedule2/OtherIncomeDetail/AdjustedNetIncomeAmt02170
OtherIncomeSchedule2/OtherIncomeDetail/Desc0PNC BANK - HAWTHORN
OtherIncomeSchedule2/OtherIncomeDetail/NetInvestmentIncomeAmt02170
OtherIncomeSchedule2/OtherIncomeDetail/RevenueAndExpensesPerBooksAmt02170
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OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/Amt1238
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OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/CategoryTxt1HAWTHORN - CUSTODY
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/DisbursementsCharitablePrpsAmt00
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/DisbursementsCharitablePrpsAmt10
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/NetInvestmentIncomeAmt03390
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/NetInvestmentIncomeAmt1238
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ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/IdentityAssuranceLevelCd0IAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/TrustedCustomerCd02
ReturnHeader/BuildTS02023-04-26 12:10:37Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0BRIGID FLANIGAN
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TRUSTEE
ReturnHeader/BusinessOfficerGrp/PhoneNum05032445582
ReturnHeader/BusinessOfficerGrp/SignatureDt02024-01-30
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0SHAMROCK TRUST
ReturnHeader/Filer/BusinessNameControlTxt0SHAM
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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/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/PreparationDt02024-01-30
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0MATTHEW J MATTECHECK CPA
ReturnHeader/ReturnTs02024-02-14T10:32:00-06:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0BRIGID
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0FLANIGAN
ReturnHeader/TaxPeriodBeginDt02022-10-01
ReturnHeader/TaxPeriodEndDt02023-09-30
ReturnHeader/TaxYr02022

Document Assets

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Filings

Displayed year

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

Open filing
Assets
$1,023,429
Liabilities
$0
Net assets
$1,023,429
Revenue
$25,164
Expenses
$3,680
Net income
$21,484
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