Civic Intelligence

Shaking the Tree Nfp

990EZ • Fiscal year 2020 • EIN 36-4389505

Aug 01, 2019 to Jul 31, 2020 • Filed on May 10, 2021

Organization Profilen/a
1104 W FrancisStillwater, OK 74075

(773) 743-4128

Siviq Scores

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

Liabilities / Assets

79th percentile

0.18x

Higher debt load relative to assets than 79% of similar nonprofits.

2020 filings • 501(c)3 • <$500k nonprofits • Source year 2020

Liabilities / Revenue

65th percentile

0.02x

Higher debt load relative to revenue than 65% of similar nonprofits.

2020 filings • 501(c)3 • <$500k nonprofits • Source year 2020

Net Margin

42nd percentile

0.6%

Higher net margin than 42% of similar nonprofits.

2020 filings • 501(c)3 • <$500k nonprofits • Source year 2020

Top Officer Pay

76th percentile

$0

Higher top officer pay than 76% of similar nonprofits.

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

2020 filings • 501(c)3 • <$500k nonprofits • Source year 2020

Asset Growth

Score unavailable

No value available

No earlier valid filing was available within the previous three public years.

Source year 2020

Revenue Growth

Score unavailable

No value available

No earlier valid filing was available within the previous three public years.

Source year 2020

Balance Sheet
Liabilities / Assets79th percentile

Assets

$6,482

No earlier filing loaded for comparison.

Net Assets

$5,332

No earlier filing loaded for comparison.

Liabilities

$1,150

No earlier filing loaded for comparison.

Revenue And Expenses
Liabilities / Revenue65th percentileNet Margin42nd percentile

Revenue

$65,339

No earlier filing loaded for comparison.

Expenses

$64,930

No earlier filing loaded for comparison.

Net Income

$409

No earlier filing loaded for comparison.

Historical Trend

Balance Sheet Trend

Asset GrowthScore unavailable

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

$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

2020

Assets$6,482
Liabilities$1,150
Net Assets$5,332
Open 2020 Filing

Operations Trend

Revenue GrowthScore unavailable

Revenue, expenses, and net income across loaded years, with this 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

2020

Revenue$65,339
Expenses$64,930
Net Income$409
Open 2020 Filing
Jump To
Filing Snapshot
Filing Period
Aug 1, 2019 to Jul 31, 2020
Signed
May 10, 2021
Return Version
2019v5.2
Gross Receipts
$65,339
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$0
Compensation and Service Providers
Top Officer Pay76th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
Stephen McCarthyPresidentPT$0--
Don KozuskoExecutive Board MemberPT$0--
Filing and Contact Details

Filer

Filer Name
Shaking the Tree NFP
EIN
36-4389505
Phone
7737434128
Address
1104 W Francis, Stillwater, OK 74075

Signing Officer

Name
David Kersnar
Title
President
Phone
7737434128
Signed
2021-05-10
Discuss with paid preparer
Yes

Preparer

Firm
Eilts & Associates Inc
Address
3729 N Ravenswood Ste 117, Chicago, IL 60613
Preparer
Barton Eilts
Phone
7735256171
Supplemental Narrative

Additional Explanations

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

“Description: Production costs. Amount: 11,495. Description: Office supplies. Amount: 417. Description: Travel. Amount: 7,105. Description: Marketing. Amount: 2,749. Description: Bank service fees. Amount: 45. Total to Form 990-EZ, line 16: 21,811.”

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 Appendix129 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
IRS990EZ/ActivitiesNotPreviouslyRptInd00
IRS990EZ/BooksInCareOfDetail/BusinessName/BusinessNameLine1Txt0David Kersnar
IRS990EZ/BooksInCareOfDetail/PhoneNum07737434128
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt01104 W Francis
IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0Stillwater
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0OK
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd074075
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt06073
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt06482
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd00
IRS990EZ/ContributionsGiftsGrantsEtcAmt065339
IRS990EZ/DirectIndirectPltclExpendAmt00
IRS990EZ/DonorAdvisedFndsInd00
IRS990EZ/EngagedInExcessBenefitTransInd00
IRS990EZ/ExcessOrDeficitForYearAmt0409
IRS990EZ/FeesAndOtherPymtToIndCntrctAmt043119
IRS990EZ/FiledScheduleAInd01
IRS990EZ/ForeignFinancialAccountInd00
IRS990EZ/ForeignOfficeInd00
IRS990EZ/Form990TotalAssetsGrp/BOYAmt06073
IRS990EZ/Form990TotalAssetsGrp/EOYAmt06482
IRS990EZ/GrossReceiptsAmt065339
IRS990EZ/InfoInScheduleOPartIIIInd0X
IRS990EZ/InfoInScheduleOPartIIInd0X
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/InfoInScheduleOPartVInd0X
IRS990EZ/LobbyingActivitiesInd00
IRS990EZ/MadeLoansToFromOfficersInd00
IRS990EZ/MethodOfAccountingAccrualInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt04923
IRS990EZ/NetAssetsOrFundBalancesEOYAmt05332
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt04923
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt05332
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt05.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt15.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0Stephen McCarthy
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1Don Kozusko
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0President
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1Executive Board Member
IRS990EZ/OperateHospitalInd00
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd00
IRS990EZ/OrganizationHadUBIInd00
IRS990EZ/OtherChangesInNetAssetsAmt00
IRS990EZ/OtherExpensesTotalAmt021811
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd00
IRS990EZ/PrimaryExemptPurposeTxt0Create live case studies focusing on conflict resolution at educ conferences
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0Created live case studies focusing on conflict resolution at educational conferences
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt00
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt00
IRS990EZ/ProhibitedTaxShelterTransInd00
IRS990EZ/RelatedOrganizationCtrlEntInd00
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SchoolOperatingInd00
IRS990EZ/StatesWhereCopyOfReturnIsFldCd0IL
IRS990EZ/SubjectToProxyTaxInd00
IRS990EZ/SumOfTotalLiabilitiesGrp/BOYAmt01150
IRS990EZ/SumOfTotalLiabilitiesGrp/EOYAmt01150
IRS990EZ/TanningServicesProvidedInd00
IRS990EZ/TaxImposedOnOrganizationMgrAmt00
IRS990EZ/TaxImposedUnderIRC4911Amt00
IRS990EZ/TaxImposedUnderIRC4912Amt00
IRS990EZ/TaxImposedUnderIRC4955Amt00
IRS990EZ/TaxReimbursedByOrganizationAmt00
IRS990EZ/TotalExpensesAmt064930
IRS990EZ/TotalProgramServiceExpensesAmt00
IRS990EZ/TotalRevenueAmt065339
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd00
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990EZ/WebsiteAddressTxt0n/a
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearAmt065339
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus1YearAmt0750
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus2YearsAmt06461
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus3YearsAmt08000
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus4YearsAmt040100
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/TotalAmt0120650
IRS990ScheduleA/PublicOrganization170Ind0X
IRS990ScheduleA/PublicSupportCY170Pct01.00000
IRS990ScheduleA/PublicSupportPY170Pct01.00000
IRS990ScheduleA/PublicSupportTotal170Amt0120650
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY170Ind0X
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearAmt065339
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus1YearAmt0750
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus2YearsAmt06461
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus3YearsAmt08000
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus4YearsAmt040100
IRS990ScheduleA/TotalCalendarYear170Grp/TotalAmt0120650
IRS990ScheduleA/TotalSupportAmt0120650
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0Description: Production costs. Amount: 11,495. Description: Office supplies. Amount: 417. Description: Travel. Amount: 7,105. Description: Marketing. Amount: 2,749. Description: Bank service fees. Amount: 45. Total to Form 990-EZ, line 16: 21,811.
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/BuildTS02022-09-23 18:48:47Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0David Kersnar
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0President
ReturnHeader/BusinessOfficerGrp/PhoneNum07737434128
ReturnHeader/BusinessOfficerGrp/SignatureDt02021-05-10
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0Shaking the Tree NFP
ReturnHeader/Filer/BusinessName/BusinessNameLine2Txt0c/o David Kersnar
ReturnHeader/Filer/BusinessNameControlTxt0SHAK
ReturnHeader/Filer/EIN0364389505
ReturnHeader/Filer/PhoneNum07737434128
ReturnHeader/Filer/USAddress/AddressLine1Txt01104 W Francis
ReturnHeader/Filer/USAddress/CityNm0Stillwater
ReturnHeader/Filer/USAddress/StateAbbreviationCd0OK
ReturnHeader/Filer/USAddress/ZIPCd074075
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0611443699
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0Eilts & Associates Inc
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt03729 N Ravenswood Ste 117
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0Chicago
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0IL
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd060613
ReturnHeader/PreparerPersonGrp/PhoneNum07735256171
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Barton Eilts
ReturnHeader/ReturnTs02021-05-10T20:52:19-05:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02019-08-01
ReturnHeader/TaxPeriodEndDt02020-07-31
ReturnHeader/TaxYr02019

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2020 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$6,482
Liabilities
$1,150
Net assets
$5,332
Revenue
$65,339
Expenses
$64,930
Net income
$409
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