Civic Intelligence

Patrick D Sheeran and Michael J Crowley Trust

990 • Fiscal year 2022 • EIN 75-6480084

Jan 01, 2022 to Dec 31, 2022 • Filed on Apr 14, 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

31st percentile

0.00x

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

2022 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2022

Liabilities / Revenue

31st percentile

0.00x

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

2022 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2022

Net Margin

94th percentile

67%

Higher net margin than 94% of similar nonprofits.

2022 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2022

Top Officer Pay

53rd percentile

$0

Higher top officer pay than 53% of similar nonprofits.

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

2022 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2022

Asset Growth

85th percentile

47%

Faster asset growth than 85% of similar nonprofits.

2022 filings • 501(c)3 • $500k-$1M nonprofits • Annualized from 2019 to 2022

Revenue Growth

91st percentile

138%

Faster revenue growth than 91% of similar nonprofits.

2022 filings • 501(c)3 • $500k-$1M nonprofits • Annualized from 2019 to 2022

Balance Sheet
Liabilities / Assets31st percentile

Assets

Up

$611,787

Up $417,424 (+215%) from 2019

Net Assets

Up

$611,787

Up $417,424 (+215%) from 2019

Liabilities

Flat

$0

Flat from 2019

Revenue And Expenses
Liabilities / Revenue31st percentileNet Margin94th percentile

Revenue

Up

$571,070

Up $528,947 (+1256%) from 2019

Expenses

Down

$187,479

Down $84,700 (-31%) from 2019

Net Income

Up

$383,591

Up $613,647 (+267%) from 2019

Historical Trend

Balance Sheet Trend

Asset Growth85th 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

2022

Assets$611,787
Liabilities$0
Net Assets$611,787
Open 2022 Filing

Operations Trend

Revenue Growth91st 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

2022

Revenue$571,070
Expenses$187,479
Net Income$383,591
Open 2022 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2022 to Dec 31, 2022
Signed
Apr 14, 2025
Return Version
2022v5.0
Gross Receipts
$571,070
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 health care providers and not to applicants.

Balance Sheet Detail
LineBeginningEndChange
Assets
Cash and Non-Interest-Bearing Accounts$228,196$611,787▲ $383,591
Total Assets$228,196$611,787▲ $383,591
Liabilities
Total Liabilities$0$0→ $0
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$228,196$611,787▲ $383,591
Total Net Assets Fund Balance$228,196$611,787▲ $383,591
Total Liabilities and Net Assets / Fund Balance$228,196$611,787▲ $383,591
Compensation and Service Providers
Top Officer Pay53rd percentile

Board Members and Trustees

NameTitle
Michael LeeTrustee
Bob NebbTrustee/dire
Dicky GriggTrustee/dire
Revenue and Support

Revenue Composition

Contributions and Grants
$567,683
Program Service Revenue
$0
Investment Income
$3,387
Other Revenue
$0
All Other Contributions
$60,115
Change in Net Assets
$383,591
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Grants and Similar Amounts Paid$182,132
Other Expenses$5,347
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Grants to Domestic Individuals$182,132--$182,132
Fees for Services Accounting$2,688--$2,688
Office Expenses$2,659--$2,659
Total Functional Expenses$187,479$0$0$187,479
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
2025-04-14

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 health care 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. All funds are paid directly to health care providers and not to applicants.”

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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 HEALTH CARE 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. ALL FUNDS ARE PAID DIRECTLY TO HEALTH CARE PROVIDERS AND NOT TO APPLICANTS.
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
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ReturnHeader/PreparerPersonGrp/PhoneNum08065895111
ReturnHeader/PreparerPersonGrp/PreparationDt02025-04-16
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0BRYAN C BENNETT CPA
ReturnHeader/ReturnTs02025-04-16T17:39:56-04:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/TaxPeriodBeginDt02022-01-01
ReturnHeader/TaxPeriodEndDt02022-12-31
ReturnHeader/TaxYr02022

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Filings

Displayed year

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

Open filing
Assets
$611,787
Liabilities
$0
Net assets
$611,787
Revenue
$571,070
Expenses
$187,479
Net income
$383,591
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