Civic Intelligence

Patrick D Sheeran and Michael J Crowley Trust

990 • Fiscal year 2023 • EIN 75-6480084

Jan 01, 2023 to Dec 31, 2023 • Filed on Apr 15, 2025

Organization ProfileWWW.SHEERANCROWLEY.ORG
State Bar Of Texas PO Box 1287487Austin, TX 78711

(806) 747-3016

Siviq Scores

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

Liabilities / Assets

32nd percentile

0.00x

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

2023 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2023

Liabilities / Revenue

32nd percentile

0.00x

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

2023 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2023

Net Margin

85th percentile

36%

Higher net margin than 85% of similar nonprofits.

2023 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2023

Top Officer Pay

54th percentile

$0

Higher top officer pay than 54% of similar nonprofits.

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

2023 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2023

Asset Growth

77th percentile

22%

Faster asset growth than 77% of similar nonprofits.

2023 filings • 501(c)3 • $500k-$1M nonprofits • Annualized from 2022 to 2023

Revenue Growth

11th percentile

-33%

Faster revenue growth than 11% of similar nonprofits.

2023 filings • 501(c)3 • $500k-$1M nonprofits • Annualized from 2022 to 2023

Balance Sheet
Liabilities / Assets32nd percentile

Assets

Up

$749,052

Up $137,265 (+22%) from 2022

Net Assets

Up

$749,052

Up $137,265 (+22%) from 2022

Liabilities

Flat

$0

Flat from 2022

Revenue And Expenses
Liabilities / Revenue32nd percentileNet Margin85th percentile

Revenue

Down

$383,018

Down $188,052 (-33%) from 2022

Expenses

Up

$245,754

Up $58,275 (+31%) from 2022

Net Income

Down

$137,264

Down $246,327 (-64%) from 2022

Historical Trend

Balance Sheet Trend

Asset Growth77th percentile

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

$1.0M$500K$0Assets 2011: $235,168Liabilities 2011: $0Net Assets 2011: $235,1682011Assets 2015: $358,652Liabilities 2015: $0Net Assets 2015: $358,6522015Assets 2016: $413,502Liabilities 2016: $0Net Assets 2016: $413,5022016Assets 2017: $567,215Liabilities 2017: $0Net Assets 2017: $567,2152017Assets 2018: $424,415Liabilities 2018: $0Net Assets 2018: $424,4152018Assets 2019: $194,363Liabilities 2019: $0Net Assets 2019: $194,3632019Assets 2022: $611,787Liabilities 2022: $0Net Assets 2022: $611,7872022Assets 2023: $749,052Liabilities 2023: $0Net Assets 2023: $749,0522023Assets 2024: $854,050Liabilities 2024: $0Net Assets 2024: $854,0502024

Highlighted filing

2023

Assets$749,052
Liabilities$0
Net Assets$749,052
Open 2023 Filing

Operations Trend

Revenue Growth11th percentile

Revenue, expenses, and net income across loaded years, with this filing highlighted.

$1.0M$500K$0-$500KRevenue 2011: $252,546Expenses 2011: $20,083Net Income 2011: $232,4632011Revenue 2015: $371,754Expenses 2015: $106,721Net Income 2015: $265,0332015Revenue 2016: $151,779Expenses 2016: $96,929Net Income 2016: $54,8502016Revenue 2017: $292,264Expenses 2017: $138,551Net Income 2017: $153,7132017Revenue 2018: $29,586Expenses 2018: $172,386Net Income 2018: -$142,8002018Revenue 2019: $42,123Expenses 2019: $272,179Net Income 2019: -$230,0562019Revenue 2022: $571,070Expenses 2022: $187,479Net Income 2022: $383,5912022Revenue 2023: $383,018Expenses 2023: $245,754Net Income 2023: $137,2642023Revenue 2024: $367,636Expenses 2024: $262,638Net Income 2024: $104,9982024

Highlighted filing

2023

Revenue$383,018
Expenses$245,754
Net Income$137,264
Open 2023 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2023 to Dec 31, 2023
Signed
Apr 15, 2025
Return Version
2023v6.0
Gross Receipts
$383,018
Mission and Program Overview

Mission

Assist attorneys impaired by substance dependence or other mental disorders in paying for treatment.

The trust is specifically designed to provide financial assistance to texas attorneys, law students, and judges who need and want treatment for substance abuse, depression and other mental health issues. It serves those whose illnesses have impacted their financial situation and reduced their ability to pay or maintain insurance for necessary mental health care. All funds are paid directly to healthcaare providers and not to applicants.

Balance Sheet Detail
LineBeginningEndChange
Assets
Cash and Non-Interest-Bearing Accounts$611,788$749,052▲ $137,264
Total Assets$611,788$749,052▲ $137,264
Liabilities
Total Liabilities$0$0→ $0
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$611,788$749,052▲ $137,264
Total Net Assets Fund Balance$611,788$749,052▲ $137,264
Total Liabilities and Net Assets / Fund Balance$611,788$749,052▲ $137,264
Compensation and Service Providers
Top Officer Pay54th percentile

Board Members and Trustees

NameTitle
Michael Lee TrusteeTrustee
Bob NebbTrustee/dire
Dicky GriggTrustee/dire
Revenue and Support

Revenue Composition

Contributions and Grants
$367,056
Program Service Revenue
$0
Investment Income
$15,962
Other Revenue
$0
All Other Contributions
$106,082
Change in Net Assets
$137,264
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Grants and Similar Amounts Paid$235,034
Other Expenses$10,720
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Grants to Domestic Individuals$235,034--$235,034
Office Expenses$8,156--$8,156
Fees for Services Accounting$2,564--$2,564
Total Functional Expenses$245,754$0$0$245,754
Fundraising, Events, and Gaming
Fundraising activities
No
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Professional Fundraising Fees$0
Political and Lobbying Activity
Political campaign activity
No
Lobbying activity
No
Subject to proxy tax
No
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Backup withholding compliance
No
Business relationship with 35% controlled entity
No
Business relationship with family members
No
Business relationship with organization members
No
Material changes to governing documents
No
Compensation from other sources disclosed
No
CEO compensation reviewed
No
Other officer compensation reviewed
No
Conflict-of-interest policy
No
Audited financial statements prepared
No
Key decisions subject to board approval
No
Management duties delegated
No

Governance Explanations

Form 990, Page 6, Part VI, Line 11B

“No review was or will be conducted.”

Form 990, Page 6, Part VI, Line 19

“No documents available to the public”

Filing and Contact Details

Filer

Filer Name
The Pat Sheeran Memorial Trust
EIN
75-6480084
Phone
8067473016
Address
STATE BAR OF TEXAS PO BOX 1287487, AUSTIN, TX 78711

Signing Officer

Name
Dicky Grigg
Title
Trustee/director
Phone
8067473016
Signed
2025-04-15

Organization Details

Principal Officer
Dicky Grigg
Voting Board Members
3
Independent Board Members
3
Employees
0

Preparer

Firm
Bennett Bennett & Trice Pllc
Address
6807 INDIANA AVE STE 200, LUBBOCK, TX 79413-6109
Preparer
Bryan C Bennett CPA
Phone
8065895111
Supplemental Narrative

Additional Explanations

Form 990, Page 1, Item B

“The organization made an error in filing and should not have submitted form 990-n. Upon further investigation and a thorough review of their financial records, it has become apparent that their gross receipts were well above the 50,000 threshold, thereby necessitating the filing of a more comprehensive form, such as form 990 or form 990-ez.”

FORM 990 - ORGANIZATION'S MISSION

“The trust is specifically designed to provide financial assistance to texas attorneys, law students, and judges who need and want treatment for substance abuse, depression and other mental health issues. It serves those whose illnesses have impacted their financial situation and reduced their ability to pay or maintain insurance for necessary mental health care. All funds are paid directly to healthcaare providers and not to applicants.”

Form 990, Page 2, Part III, Line 4D

“The sheeran-crowley lawyer wellness trust provides financial help to texas attorneys, judges, and law students who need treatment for substance use, depression, and other mental health issues. These attorneys often find themselves without health insurance and without the means to pay for services.”

Raw XML Appendix265 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
IRS990/AccountantCompileOrReviewInd0false
IRS990/ActivitiesConductedPrtshpInd0false
IRS990/ActivityOrMissionDesc0THE TRUST IS SPECIFICALLY DESIGNED TO PROVIDE FINANCIAL ASSISTANCE TO TEXAS ATTORNEYS, LAW STUDENTS, AND JUDGES WHO NEED AND WANT TREATMENT FOR SUBSTANCE ABUSE, DEPRESSION AND OTHER MENTAL HEALTH ISSUES. IT SERVES THOSE WHOSE ILLNESSES HAVE IMPACTED THEIR FINANCIAL SITUATION AND REDUCED THEIR ABILITY TO PAY OR MAINTAIN INSURANCE FOR NECESSARY MENTAL HEALTH CARE. ALL FUNDS ARE PAID DIRECTLY TO HEALTHCAARE PROVIDERS AND NOT TO APPLICANTS.
IRS990/AllOtherContributionsAmt0106082
IRS990/AmendedReturnInd0X
IRS990/BackupWthldComplianceInd0false
IRS990/BooksInCareOfDetail/PersonNm0MICHAEL LEE TRUSTEE
IRS990/BooksInCareOfDetail/PhoneNum08067473016
IRS990/BooksInCareOfDetail/USAddress/AddressLine1Txt0STATE BAR OF TEXAS
IRS990/BooksInCareOfDetail/USAddress/AddressLine2Txt0PO BOX 1287487
IRS990/BooksInCareOfDetail/USAddress/CityNm0AUSTIN
IRS990/BooksInCareOfDetail/USAddress/StateAbbreviationCd0TX
IRS990/BooksInCareOfDetail/USAddress/ZIPCd078711
IRS990/BusinessRlnWith35CtrlEntInd0false
IRS990/BusinessRlnWithFamMemInd0false
IRS990/BusinessRlnWithOrgMemInd0false
IRS990/CashNonInterestBearingGrp/BOYAmt0611788
IRS990/CashNonInterestBearingGrp/EOYAmt0749052
IRS990/ChangeToOrgDocumentsInd0false
IRS990/CollectionsOfArtInd0false
IRS990/CompensationFromOtherSrcsInd0false
IRS990/CompensationProcessCEOInd0false
IRS990/CompensationProcessOtherInd0false
IRS990/ConflictOfInterestPolicyInd0false
IRS990/ConservationEasementsInd0false
IRS990/ConsolidatedAuditFinclStmtInd0false
IRS990/CreditCounselingInd0false
IRS990/CYBenefitsPaidToMembersAmt00
IRS990/CYContributionsGrantsAmt0367056
IRS990/CYGrantsAndSimilarPaidAmt0235034
IRS990/CYInvestmentIncomeAmt015962
IRS990/CYOtherExpensesAmt010720
IRS990/CYOtherRevenueAmt00
IRS990/CYProgramServiceRevenueAmt00
IRS990/CYRevenuesLessExpensesAmt0137264
IRS990/CYSalariesCompEmpBnftPaidAmt00
IRS990/CYTotalExpensesAmt0245754
IRS990/CYTotalFundraisingExpenseAmt00
IRS990/CYTotalProfFndrsngExpnsAmt00
IRS990/CYTotalRevenueAmt0383018
IRS990/DecisionsSubjectToApprovaInd0false
IRS990/DeductibleArtContributionInd0false
IRS990/DeductibleNonCashContriInd0false
IRS990/DelegationOfMgmtDutiesInd0false
IRS990/Desc0THE SHEERAN-CROWLEY LAWYER WELLNESS TRUST PROVIDES FINANCIAL HELP TO TEXAS ATTORNEYS, JUDGES, AND LAW STUDENTS WHO NEED TREATMENT FOR SUBSTANCE USE, DEPRESSION, AND OTHER MENTAL HEALTH ISSUES. THESE ATTORNEYS OFTEN FIND THEMSELVES WITHOUT HEALTH INSURANCE AND WITHOUT THE MEANS TO PAY FOR SERVICES. ALL FUNDS ARE PAID DIRECTLY TO HEALTH CARE PROVIDERS AND NOT TO APPLICANTS.
IRS990/DescribedInSection501c3Ind0true
IRS990/DisregardedEntityInd0false
IRS990/DocumentRetentionPolicyInd0false
IRS990/DonorAdvisedFundInd0false
IRS990/DonorRstrOrQuasiEndowmentsInd0false
IRS990/ElectionOfBoardMembersInd0false
IRS990/EmployeeCnt00
IRS990/EngagedInExcessBenefitTransInd0false
IRS990/FamilyOrBusinessRlnInd0false
IRS990/FeesForServicesAccountingGrp/ProgramServicesAmt02564
IRS990/FeesForServicesAccountingGrp/TotalAmt02564
IRS990/ForeignActivitiesInd0false
IRS990/ForeignFinancialAccountInd0false
IRS990/ForeignOfficeInd0false
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt01.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt11.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt21.00
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd0X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd1X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd2X
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt00
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt10
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt20
IRS990/Form990PartVIISectionAGrp/PersonNm0MICHAEL LEE TRUSTEE
IRS990/Form990PartVIISectionAGrp/PersonNm1DICKY GRIGG
IRS990/Form990PartVIISectionAGrp/PersonNm2BOB NEBB
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt00
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt10
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt20
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt00
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt10
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt20
IRS990/Form990PartVIISectionAGrp/TitleTxt0TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt1TRUSTEE/DIRE
IRS990/Form990PartVIISectionAGrp/TitleTxt2TRUSTEE/DIRE
IRS990/Form990ProvidedToGvrnBodyInd0false
IRS990/FormerOfcrEmployeesListedInd0false
IRS990/FSAuditedInd0false
IRS990/FundraisingActivitiesInd0false
IRS990/GamingActivitiesInd0false
IRS990/GoverningBodyVotingMembersCnt03
IRS990/GovernmentGrantsAmt0260974
IRS990/GrantsToDomesticIndividualsGrp/ProgramServicesAmt0235034
IRS990/GrantsToDomesticIndividualsGrp/TotalAmt0235034
IRS990/GrantsToIndividualsInd0true
IRS990/GrantsToOrganizationsInd0false
IRS990/GrantToRelatedPersonInd0false
IRS990/GrossReceiptsAmt0383018
IRS990/GroupReturnForAffiliatesInd0false
IRS990/IncludeFIN48FootnoteInd0false
IRS990/IndependentAuditFinclStmtInd0false
IRS990/IndependentVotingMemberCnt03
IRS990/IndoorTanningServicesInd0false
IRS990/InfoInScheduleOPartIIIInd0X
IRS990/InvestmentIncomeGrp/RelatedOrExemptFuncIncomeAmt015962
IRS990/InvestmentIncomeGrp/TotalRevenueColumnAmt015962
IRS990/InvestmentInJointVentureInd0false
IRS990/IRPDocumentCnt00
IRS990/IRPDocumentW2GCnt00
IRS990/LoanOutstandingInd0false
IRS990/LobbyingActivitiesInd0false
IRS990/LocalChaptersInd0false
IRS990/MaterialDiversionOrMisuseInd0false
IRS990/MembersOrStockholdersInd0false
IRS990/MethodOfAccountingCashInd0X
IRS990/MinutesOfCommitteesInd0true
IRS990/MinutesOfGoverningBodyInd0true
IRS990/MissionDesc0THE TRUST IS SPECIFICALLY DESIGNED TO PROVIDE FINANCIAL ASSISTANCE TO TEXAS ATTORNEYS, LAW STUDENTS, AND JUDGES WHO NEED AND WANT TREATMENT FOR SUBSTANCE ABUSE, DEPRESSION AND OTHER MENTAL HEALTH ISSUES. IT SERVES THOSE WHOSE ILLNESSES HAVE IMPACTED THEIR FINANCIAL SITUATION AND REDUCED THEIR ABILITY TO PAY OR MAINTAIN INSURANCE FOR NECESSARY MENTAL HEALTH CARE. ALL FUNDS ARE PAID DIRECTLY TO HEALTHCAARE PROVIDERS AND NOT TO APPLICANTS.
IRS990/MoreThan5000KToIndividualsInd0false
IRS990/MoreThan5000KToOrgInd0false
IRS990/NetAssetsOrFundBalancesBOYAmt0611788
IRS990/NetAssetsOrFundBalancesEOYAmt0749052
IRS990/NoDonorRestrictionNetAssetsGrp/BOYAmt0611788
IRS990/NoDonorRestrictionNetAssetsGrp/EOYAmt0749052
IRS990/NoListedPersonsCompensatedInd0X
IRS990/NondeductibleContributionsInd0false
IRS990/OfficeExpensesGrp/ProgramServicesAmt08156
IRS990/OfficeExpensesGrp/TotalAmt08156
IRS990/OfficerMailingAddressInd0false
IRS990/OperateHospitalInd0false
IRS990/Organization501c3Ind0X
IRS990/OrganizationFollowsFASB117Ind0X
IRS990/PartialLiquidationInd0false
IRS990/PoliticalCampaignActyInd0false
IRS990/PrincipalOfficerNm0DICKY GRIGG
IRS990/ProfessionalFundraisingInd0false
IRS990/ProgSrvcAccomActyOtherGrp/Desc0THE SHEERAN-CROWLEY LAWYER WELLNESS TRUST PROVIDES FINANCIAL HELP TO TEXAS ATTORNEYS, JUDGES, AND LAW STUDENTS WHO NEED TREATMENT FOR SUBSTANCE USE, DEPRESSION, AND OTHER MENTAL HEALTH ISSUES. THESE ATTORNEYS OFTEN FIND THEMSELVES WITHOUT HEALTH INSURANCE AND WITHOUT THE MEANS TO PAY FOR SERVICES.
IRS990/ProgSrvcAccomActyOtherGrp/ExpenseAmt0245754
IRS990/ProgSrvcAccomActyOtherGrp/GrantAmt0235034
IRS990/ProhibitedTaxShelterTransInd0false
IRS990/PYContributionsGrantsAmt0567683
IRS990/PYExcessBenefitTransInd0false
IRS990/PYGrantsAndSimilarPaidAmt0182132
IRS990/PYInvestmentIncomeAmt03387
IRS990/PYOtherExpensesAmt05347
IRS990/PYRevenuesLessExpensesAmt0383591
IRS990/PYTotalExpensesAmt0187479
IRS990/PYTotalRevenueAmt0571070
IRS990/ReconcilationRevenueExpnssAmt0137264
IRS990/RelatedEntityInd0false
IRS990/RelatedOrganizationCtrlEntInd0false
IRS990/ReportInvestmentsOtherSecInd0false
IRS990/ReportLandBuildingEquipmentInd0false
IRS990/ReportOtherAssetsInd0false
IRS990/ReportOtherLiabilitiesInd0false
IRS990/ReportProgramRelatedInvstInd0false
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearAmt0367056
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/TotalAmt0367056
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearAmt015962
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/TotalAmt015962
IRS990ScheduleA/InvestmentIncomeCYPct00.00000
IRS990ScheduleA/InvestmentIncomePYPct00.00000
IRS990ScheduleA/PubliclySupportedOrg509a2Ind0X
IRS990ScheduleA/PublicSupportCY509Pct01.00000
IRS990ScheduleA/PublicSupportTotal509Amt0383018
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY509Ind0X
IRS990ScheduleA/Total509Grp/CurrentTaxYearAmt0383018
IRS990ScheduleA/Total509Grp/TotalAmt0383018
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearAmt0383018
IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt0383018
IRS990ScheduleB/ContributorInformationGrp/ContributorBusinessName/BusinessNameLine10RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorNum0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine10RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine20RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/City0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/State0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/ZIPCode0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/TotalContributionsAmt0RESTRICTED
IRS990/ScheduleBRequiredInd0true
IRS990ScheduleI/GrantRecordsMaintainedInd0true
IRS990ScheduleI/GrantsOtherAsstToIndivInUSGrp/CashGrantAmt0881
IRS990ScheduleI/GrantsOtherAsstToIndivInUSGrp/CashGrantAmt1234153
IRS990ScheduleI/GrantsOtherAsstToIndivInUSGrp/GrantTypeTxt0MEDICAL - PHARMACY
IRS990ScheduleI/GrantsOtherAsstToIndivInUSGrp/GrantTypeTxt1MEDICAL PROVIDER
IRS990/ScheduleJRequiredInd0false
IRS990/ScheduleORequiredInd0false
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0THE ORGANIZATION MADE AN ERROR IN FILING AND SHOULD NOT HAVE SUBMITTED FORM 990-N. UPON FURTHER INVESTIGATION AND A THOROUGH REVIEW OF THEIR FINANCIAL RECORDS, IT HAS BECOME APPARENT THAT THEIR GROSS RECEIPTS WERE WELL ABOVE THE 50,000 THRESHOLD, THEREBY NECESSITATING THE FILING OF A MORE COMPREHENSIVE FORM, SUCH AS FORM 990 OR FORM 990-EZ.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1THE TRUST IS SPECIFICALLY DESIGNED TO PROVIDE FINANCIAL ASSISTANCE TO TEXAS ATTORNEYS, LAW STUDENTS, AND JUDGES WHO NEED AND WANT TREATMENT FOR SUBSTANCE ABUSE, DEPRESSION AND OTHER MENTAL HEALTH ISSUES. IT SERVES THOSE WHOSE ILLNESSES HAVE IMPACTED THEIR FINANCIAL SITUATION AND REDUCED THEIR ABILITY TO PAY OR MAINTAIN INSURANCE FOR NECESSARY MENTAL HEALTH CARE. ALL FUNDS ARE PAID DIRECTLY TO HEALTHCAARE PROVIDERS AND NOT TO APPLICANTS.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2THE SHEERAN-CROWLEY LAWYER WELLNESS TRUST PROVIDES FINANCIAL HELP TO TEXAS ATTORNEYS, JUDGES, AND LAW STUDENTS WHO NEED TREATMENT FOR SUBSTANCE USE, DEPRESSION, AND OTHER MENTAL HEALTH ISSUES. THESE ATTORNEYS OFTEN FIND THEMSELVES WITHOUT HEALTH INSURANCE AND WITHOUT THE MEANS TO PAY FOR SERVICES.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3NO REVIEW WAS OR WILL BE CONDUCTED.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4NO DOCUMENTS AVAILABLE TO THE PUBLIC
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990, PAGE 1, ITEM B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990 - ORGANIZATION'S MISSION
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990, PAGE 2, PART III, LINE 4D
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3FORM 990, PAGE 6, PART VI, LINE 11B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4FORM 990, PAGE 6, PART VI, LINE 19
IRS990/SchoolOperatingInd0false
IRS990/SignificantChangeInd0false
IRS990/SignificantNewProgramSrvcInd0false
IRS990/SubjectToExcsTaxNetInvstIncInd0false
IRS990/SubjectToProxyTaxInd0false
IRS990/SubjToTaxRmnrtnExPrchtPymtInd0false
IRS990/TaxablePartyNotificationInd0false
IRS990/TaxExemptBondsInd0false
IRS990/TerminateOperationsInd0false
IRS990/TotalAssetsBOYAmt0611788
IRS990/TotalAssetsEOYAmt0749052
IRS990/TotalAssetsGrp/BOYAmt0611788
IRS990/TotalAssetsGrp/EOYAmt0749052
IRS990/TotalCompGreaterThan150KInd0false
IRS990/TotalContributionsAmt0367056
IRS990/TotalEmployeeCnt00
IRS990/TotalFunctionalExpensesGrp/FundraisingAmt00
IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt00
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt0245754
IRS990/TotalFunctionalExpensesGrp/TotalAmt0245754
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesEOYAmt00
IRS990/TotalLiabilitiesGrp/BOYAmt00
IRS990/TotalLiabilitiesGrp/EOYAmt00
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt0611788
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt0749052
IRS990/TotalOtherProgSrvcExpenseAmt0245754
IRS990/TotalOtherProgSrvcGrantAmt0235034
IRS990/TotalProgramServiceExpensesAmt0245754
IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt015962
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt0383018
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt0611788
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt0749052
IRS990/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990/TypeOfOrganizationTrustInd0X
IRS990/UnrelatedBusIncmOverLimitInd0false
IRS990/USAddress/AddressLine1Txt0LAW OFFICE OF DICKY GRIGG PC
IRS990/USAddress/AddressLine2Txt01900 PEARL STREET
IRS990/USAddress/CityNm0AUSTIN
IRS990/USAddress/StateAbbreviationCd0TX
IRS990/USAddress/ZIPCd078705
IRS990/VotingMembersGoverningBodyCnt03
IRS990/VotingMembersIndependentCnt03
IRS990/WebsiteAddressTxt0HTTPS://WWW.SHEERANCROWLEY.ORG/
IRS990/WhistleblowerPolicyInd0false
ReturnHeader/BuildTS02025-03-06 01:10:19Z
ReturnHeader/BusinessOfficerGrp/PersonNm0DICKY GRIGG
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TRUSTEE/DIRECTOR
ReturnHeader/BusinessOfficerGrp/PhoneNum08067473016
ReturnHeader/BusinessOfficerGrp/SignatureDt02025-04-15
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0THE PAT SHEERAN MEMORIAL TRUST
ReturnHeader/Filer/BusinessName/BusinessNameLine2Txt0MICHAEL LEE TTEE
ReturnHeader/Filer/BusinessNameControlTxt0PATS
ReturnHeader/Filer/EIN0756480084
ReturnHeader/Filer/PhoneNum08067473016
ReturnHeader/Filer/USAddress/AddressLine1Txt0STATE BAR OF TEXAS PO BOX 1287487
ReturnHeader/Filer/USAddress/CityNm0AUSTIN
ReturnHeader/Filer/USAddress/StateAbbreviationCd0TX
ReturnHeader/Filer/USAddress/ZIPCd078711
ReturnHeader/IRSResponsiblePrtyInfoCurrInd0true
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0825390981
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0BENNETT BENNETT & TRICE PLLC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt06807 INDIANA AVE STE 200
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0LUBBOCK
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0TX
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd0794136109
ReturnHeader/PreparerPersonGrp/PhoneNum08065895111
ReturnHeader/PreparerPersonGrp/PreparationDt02025-04-16
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0BRYAN C BENNETT CPA
ReturnHeader/ReturnTs02025-04-16T17:40:50-04:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/TaxPeriodBeginDt02023-01-01
ReturnHeader/TaxPeriodEndDt02023-12-31
ReturnHeader/TaxYr02023

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

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

Open filing
Assets
$749,052
Liabilities
$0
Net assets
$749,052
Revenue
$383,018
Expenses
$245,754
Net income
$137,264
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$8.54$0.00$8.54$3.68$2.63$1.05
2023Detailed filing. Detailed filing data is available for this year.$7.49$0.00$7.49$3.83$2.46$1.37
2022Detailed filing. Detailed filing data is available for this year.$6.12$0.00$6.12$5.71$1.87$3.84
2019Detailed filing. Detailed filing data is available for this year.$1.94$0.00$1.94$0.42$2.72$2.30
2018Detailed filing. Detailed filing data is available for this year.$4.24$0.00$4.24$0.30$1.72$1.43
2017Detailed filing. Detailed filing data is available for this year.$5.67$0.00$5.67$2.92$1.39$1.54
2016Detailed filing. Detailed filing data is available for this year.$4.14$0.00$4.14$1.52$0.97$0.55
2015Detailed filing. Detailed filing data is available for this year.$3.59$0.00$3.59$3.72$1.07$2.65
2011Summary only. Only limited summary data is available for this year.$2.35$0.00$2.35$2.53$0.20$2.32