Civic Intelligence

Shaking the Tree Nfp

EIN 36-4389505 • 501(c)3 • Ocala, FL

Pub. 78 Eligible990-N Coverage

Profile

Create live case studies focusing on conflict resolution at educ conferences

9110 SW 96th Ct RdOcala, FL 34481

n/a

Siviq Scores

Precomputed percentiles relative to similar nonprofits. These scores are descriptive rather than judgmental.

Liabilities / Assets

69th percentile

0.02x

Higher debt load relative to assets than 69% of similar nonprofits.

501(c)3 • <$500k nonprofits • Source year 2025

Liabilities / Revenue

74th percentile

0.02x

Higher debt load relative to revenue than 74% of similar nonprofits.

501(c)3 • <$500k nonprofits • Source year 2025

Net Margin

94th percentile

69%

Higher net margin than 94% of similar nonprofits.

501(c)3 • <$500k nonprofits • Source year 2025

Top Officer Pay

81st percentile

$0

Higher top officer pay than 81% of similar nonprofits.

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

501(c)3 • <$500k nonprofits • Source year 2025

Asset Growth

91st percentile

93%

Faster asset growth than 91% of similar nonprofits.

501(c)3 • <$500k nonprofits • Annualized from 2024 to 2025

Revenue Growth

69th percentile

16%

Faster revenue growth than 69% of similar nonprofits.

501(c)3 • <$500k nonprofits • Annualized from 2024 to 2025

Balance Sheet
Liabilities / Assets69th percentile

Assets

Up

$71,799

Up $34,557 (+93%) from 2024

Liabilities

Flat

$1,150

Flat from 2024

Net Assets

Up

$70,649

Up $34,557 (+96%) from 2024

Operations
Liabilities / Revenue74th percentileNet Margin94th percentile

Revenue

Up

$50,000

Up $6,875 (+16%) from 2024

Expenses

Up

$15,449

Up $5,303 (+52%) from 2024

Net Income

Up

$34,551

Up $1,572 (+4.8%) from 2024

Trend Graphs

Balance Sheet Trend

Asset Growth91st percentile

Grouped bars show assets, liabilities, and net assets across loaded filings.

$80K$60K$40K$20K$0Assets 2020: $6,482Liabilities 2020: $1,150Net Assets 2020: $5,3322020Assets 2022: $19,663Liabilities 2022: $1,150Net Assets 2022: $18,5132022Assets 2023: $15,075Liabilities 2023: $1,150Net Assets 2023: $13,9252023Assets 2024: $37,242Liabilities 2024: $1,150Net Assets 2024: $36,0922024Assets 2025: $71,799Liabilities 2025: $1,150Net Assets 2025: $70,6492025

Highlighted filing

2025

Assets$71,799
Liabilities$1,150
Net Assets$70,649
Open 2025 Filing

Operations Trend

Revenue Growth69th percentile

Revenue, expenses, and net income by year, with the latest filing highlighted.

$100K$50K$0-$50KRevenue 2020: $65,339Expenses 2020: $64,930Net Income 2020: $4092020Revenue 2022: $60,553Expenses 2022: $75,706Net Income 2022: -$15,1532022Expenses 2023: $4,5882023Revenue 2024: $43,125Expenses 2024: $10,146Net Income 2024: $32,9792024Revenue 2025: $50,000Expenses 2025: $15,449Net Income 2025: $34,5512025

Highlighted filing

2025

Revenue$50,000
Expenses$15,449
Net Income$34,551
Open 2025 Filing

Filings

Most recent year

2025 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$71,799
Liabilities
$1,150
Net assets
$70,649
Revenue
$50,000
Expenses
$15,449
Net income
$34,551
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.$71.8$1.15$70.6$50.0$15.4$34.6
2024Detailed filing. Detailed filing data is available for this year.$37.2$1.15$36.1$43.1$10.1$33.0
2023Detailed filing. Detailed filing data is available for this year.$15.1$1.15$13.9$4.59
2022Detailed filing. Detailed filing data is available for this year.$19.7$1.15$18.5$60.6$75.7$15.2
2020Detailed filing. Detailed filing data is available for this year.$6.48$1.15$5.33$65.3$64.9$0.41
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Aug 1, 2024 to Jul 31, 2025
Signed
Dec 9, 2025
Return Version
2024v5.2
Gross Receipts
$50,000
Mission and Program Overview

Mission

Create live case studies focusing on conflict resolution at educ conferences

Program Services

DescriptionGrantsExpenses
Created live case studies focusing on conflict resolution at educational conferences$0$15,449
Compensation and Service Providers
Top Officer Pay81st percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
Maryann FernandezPresidentPT$0--
Don KozuskoExecutive Board - ChairmanPT$0--
Dennis PassisExecutive Board - Vice CHAPT$0--
Isabel MirandaExecutive Board - MemberPT$0--
Stephen McCarthyExecutive Board - MemberPT$0--
Filing and Contact Details

Filer

Filer Name
Shaking the Tree NFP
EIN
36-4389505
Phone
6463267697
Address
9110 SW 96th Ct Rd, Ocala, FL 34481

Signing Officer

Name
Maryann Fernandez
Title
President
Phone
6463267697
Signed
2025-12-09
Discuss with paid preparer
Yes

Preparer

Firm
Eilts Buccola & Associates Inc
Address
1330 Shermer Road, Northbrook, IL 60062
Preparer
Barton Eilts CPA
Phone
7735256171
Supplemental Narrative

Additional Explanations

Form 990-EZ, Part I, Line 16 - Other Expenses

“Description: Production costs. Amount: 10,507. Description: Office supplies. Amount: 4,848. Description: Bank fees. Amount: 94. Total to Form 990-EZ, line 16: 15,449.”

Form 990-EZ, Part II, Line 26 - Other Liabilities

“Description: Loan Payable. Beg. of Year Amount: 1,150. End of Year Amount: 1,150.”

Raw XML Appendix146 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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IRS990EZ/BooksInCareOfDetail/PhoneNum06463267697
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IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0Ocala
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0FL
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IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt037248
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IRS990EZ/MadeLoansToFromOfficersInd00
IRS990EZ/MethodOfAccountingAccrualInd0X
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt40
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt40
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt40
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0Maryann Fernandez
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1Don Kozusko
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2Dennis Passis
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm4Stephen McCarthy
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0President
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1Executive Board - Chairman
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2Executive Board - Vice Cha
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3Executive Board - Member
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt4Executive Board - Member
IRS990EZ/OperateHospitalInd00
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd00
IRS990EZ/OrganizationHadUBIInd00
IRS990EZ/OtherChangesInNetAssetsAmt00
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IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd00
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IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt00
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IRS990EZ/ProhibitedTaxShelterTransInd00
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IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SchoolOperatingInd00
IRS990EZ/StatesWhereCopyOfReturnIsFldCd0IL
IRS990EZ/SubjectToProxyTaxInd00
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IRS990EZ/SumOfTotalLiabilitiesGrp/EOYAmt01150
IRS990EZ/TanningServicesProvidedInd00
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IRS990EZ/TotalRevenueAmt050000
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd00
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990EZ/WebsiteAddressTxt0n/a
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearAmt050000
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus1YearAmt043125
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus2YearsAmt00
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus3YearsAmt060553
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus4YearsAmt00
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/TotalAmt0153678
IRS990ScheduleA/PublicOrganization170Ind0X
IRS990ScheduleA/PublicSupportCY170Pct01.00000
IRS990ScheduleA/PublicSupportPY170Pct01.00000
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IRS990ScheduleA/ThirtyThrPctSuprtTestsCY170Ind0X
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearAmt050000
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IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus3YearsAmt060553
IRS990ScheduleA/TotalCalendarYear170Grp/TotalAmt0153678
IRS990ScheduleA/TotalSupportAmt0153678
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0Description: Production costs. Amount: 10,507. Description: Office supplies. Amount: 4,848. Description: Bank fees. Amount: 94. Total to Form 990-EZ, line 16: 15,449.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1Description: Loan Payable. Beg. of Year Amount: 1,150. End of Year Amount: 1,150.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Form 990-EZ, Part I, Line 16 - Other Expenses
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Form 990-EZ, Part II, Line 26 - Other Liabilities
TransferPrsnlBnftContractsDecl/DeclarationDesc0The organization did not, during the year, receive any funds, directly,or indirectly, to pay premiums on a personal benefit contract.The organization, did not, during the year, pay any premiums, directly,or indirectly, on a personal benefit contract.
ReturnHeader/BuildTS02025-03-06 01:10:19Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0Maryann Fernandez
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0President
ReturnHeader/BusinessOfficerGrp/PhoneNum06463267697
ReturnHeader/BusinessOfficerGrp/SignatureDt02025-12-09
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0Shaking the Tree NFP
ReturnHeader/Filer/BusinessName/BusinessNameLine2Txt0c/o Maryann Fernandez
ReturnHeader/Filer/BusinessNameControlTxt0SHAK
ReturnHeader/Filer/EIN0364389505
ReturnHeader/Filer/PhoneNum06463267697
ReturnHeader/Filer/USAddress/AddressLine1Txt09110 SW 96th Ct Rd
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ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0611443699
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ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt01330 Shermer Road
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0Northbrook
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ReturnHeader/PreparerPersonGrp/PhoneNum07735256171
ReturnHeader/PreparerPersonGrp/PreparationDt02025-12-09
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Barton Eilts CPA
ReturnHeader/ReturnTs02025-12-09T10:54:08-06:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02024-08-01
ReturnHeader/TaxPeriodEndDt02025-07-31
ReturnHeader/TaxYr02024

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