Civic Intelligence

Shaking the Tree Nfp

990EZ • Fiscal year 2022 • EIN 36-4389505

Aug 01, 2021 to Jul 31, 2022 • Filed on Apr 05, 2023

Organization Profilen/a
1651 Dogwood CircleState College, PA 16803

(773) 743-4128

Siviq Scores

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

Liabilities / Assets

76th percentile

0.06x

Higher debt load relative to assets than 76% of similar nonprofits.

2022 filings • 501(c)3 • <$500k nonprofits • Source year 2022

Liabilities / Revenue

70th percentile

0.02x

Higher debt load relative to revenue than 70% of similar nonprofits.

2022 filings • 501(c)3 • <$500k nonprofits • Source year 2022

Net Margin

17th percentile

-25%

Higher net margin than 17% of similar nonprofits.

2022 filings • 501(c)3 • <$500k nonprofits • Source year 2022

Top Officer Pay

78th percentile

$0

Higher top officer pay than 78% of similar nonprofits.

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

2022 filings • 501(c)3 • <$500k nonprofits • Source year 2022

Asset Growth

88th percentile

74%

Faster asset growth than 88% of similar nonprofits.

2022 filings • 501(c)3 • <$500k nonprofits • Annualized from 2020 to 2022

Revenue Growth

37th percentile

-3.7%

Faster revenue growth than 37% of similar nonprofits.

2022 filings • 501(c)3 • <$500k nonprofits • Annualized from 2020 to 2022

Balance Sheet
Liabilities / Assets76th percentile

Assets

Up

$19,663

Up $13,181 (+203%) from 2020

Net Assets

Up

$18,513

Up $13,181 (+247%) from 2020

Liabilities

Flat

$1,150

Flat from 2020

Revenue And Expenses
Liabilities / Revenue70th percentileNet Margin17th percentile

Revenue

Down

$60,553

Down $4,786 (-7.3%) from 2020

Expenses

Up

$75,706

Up $10,776 (+17%) from 2020

Net Income

Down

-$15,153

Down $15,562 (-3805%) from 2020

Historical Trend

Balance Sheet Trend

Asset Growth88th percentile

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

2022

Assets$19,663
Liabilities$1,150
Net Assets$18,513
Open 2022 Filing

Operations Trend

Revenue Growth37th percentile

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

2022

Revenue$60,553
Expenses$75,706
Net Income-$15,153
Open 2022 Filing
Jump To
Filing Snapshot
Filing Period
Aug 1, 2021 to Jul 31, 2022
Signed
Apr 5, 2023
Return Version
2021v4.2
Gross Receipts
$60,553
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 Pay78th 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
1651 Dogwood Circle, State College, PA 16803

Signing Officer

Name
David Kersnar
Title
President
Phone
7737434128
Signed
2023-04-05
Discuss with paid preparer
Yes

Preparer

Firm
Eilts & Associates Inc
Address
1330 Shermer Road Ste 245, Northbrook, IL 60062
Preparer
Barton Eilts
Phone
7735256171
Supplemental Narrative

Additional Explanations

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

“Description: Production costs. Amount: 23,334. Description: Office supplies. Amount: 285. Description: Travel. Amount: 3,131. Description: Marketing. Amount: 29,115. Description: Bank service fees. Amount: 41. Description: Professional Fees . Amount: 500. Description: Insurance. Amount: 300. Total to Form 990-EZ, line 16: 56,706.”

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 Appendix131 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/BOYAmt034816
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt019663
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd00
IRS990EZ/ContributionsGiftsGrantsEtcAmt060553
IRS990EZ/DirectIndirectPltclExpendAmt00
IRS990EZ/DonorAdvisedFndsInd00
IRS990EZ/EngagedInExcessBenefitTransInd00
IRS990EZ/ExcessOrDeficitForYearAmt0-15153
IRS990EZ/FeesAndOtherPymtToIndCntrctAmt019000
IRS990EZ/FiledScheduleAInd01
IRS990EZ/ForeignFinancialAccountInd00
IRS990EZ/ForeignOfficeInd00
IRS990EZ/Form990TotalAssetsGrp/BOYAmt034816
IRS990EZ/Form990TotalAssetsGrp/EOYAmt019663
IRS990EZ/GrossReceiptsAmt060553
IRS990EZ/InfoInScheduleOPartIIIInd0X
IRS990EZ/InfoInScheduleOPartIIInd0X
IRS990EZ/InfoInScheduleOPartIInd0X
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IRS990EZ/LobbyingActivitiesInd00
IRS990EZ/MadeLoansToFromOfficersInd00
IRS990EZ/MethodOfAccountingAccrualInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt033666
IRS990EZ/NetAssetsOrFundBalancesEOYAmt018513
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt033666
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt018513
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
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0President
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1Executive Board Member
IRS990EZ/OperateHospitalInd00
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd00
IRS990EZ/OrganizationHadUBIInd00
IRS990EZ/OtherChangesInNetAssetsAmt00
IRS990EZ/OtherExpensesTotalAmt056706
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/TotalExpensesAmt075706
IRS990EZ/TotalRevenueAmt060553
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd00
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990EZ/WebsiteAddressTxt0n/a
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearAmt060553
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus2YearsAmt065339
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus3YearsAmt0750
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus4YearsAmt06461
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/TotalAmt0133103
IRS990ScheduleA/PublicOrganization170Ind0X
IRS990ScheduleA/PublicSupportCY170Pct01.00000
IRS990ScheduleA/PublicSupportPY170Pct01.00000
IRS990ScheduleA/PublicSupportTotal170Amt0133103
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY170Ind0X
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearAmt060553
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus2YearsAmt065339
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus3YearsAmt0750
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus4YearsAmt06461
IRS990ScheduleA/TotalCalendarYear170Grp/TotalAmt0133103
IRS990ScheduleA/TotalSupportAmt0133103
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0Description: Production costs. Amount: 23,334. Description: Office supplies. Amount: 285. Description: Travel. Amount: 3,131. Description: Marketing. Amount: 29,115. Description: Bank service fees. Amount: 41. Description: Professional Fees . Amount: 500. Description: Insurance. Amount: 300. Total to Form 990-EZ, line 16: 56,706.
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/AdditionalFilerInformation/TrustedCustomerGrp/AuthenticationAssuranceLevelCd0AAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/IdentityAssuranceLevelCd0IAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/TrustedCustomerCd03
ReturnHeader/BuildTS02023-04-26 12:10:37Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0David Kersnar
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0President
ReturnHeader/BusinessOfficerGrp/PhoneNum07737434128
ReturnHeader/BusinessOfficerGrp/SignatureDt02023-04-05
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/AddressLine1Txt01651 Dogwood Circle
ReturnHeader/Filer/USAddress/CityNm0State College
ReturnHeader/Filer/USAddress/StateAbbreviationCd0PA
ReturnHeader/Filer/USAddress/ZIPCd016803
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0611443699
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0Eilts & Associates Inc
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt01330 Shermer Road Ste 245
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0Northbrook
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0IL
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd060062
ReturnHeader/PreparerPersonGrp/PhoneNum07735256171
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Barton Eilts
ReturnHeader/ReturnTs02023-04-05T09:52:44-05:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0David
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0Kersnar
ReturnHeader/TaxPeriodBeginDt02021-08-01
ReturnHeader/TaxPeriodEndDt02022-07-31
ReturnHeader/TaxYr02021

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

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

Open filing
Assets
$19,663
Liabilities
$1,150
Net assets
$18,513
Revenue
$60,553
Expenses
$75,706
Net income
-$15,153
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