Civic Intelligence

Shaking the Tree Nfp

990EZ • Fiscal year 2023 • EIN 36-4389505

Aug 01, 2022 to Jul 31, 2023 • Filed on Sep 03, 2024

Organization Profilen/a
9110 SW 96th Ct RdOcala, FL 34481

(646) 326-7697

Siviq Scores

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

Liabilities / Assets

78th percentile

0.08x

Higher debt load relative to assets than 78% of similar nonprofits.

2023 filings • 501(c)3 • <$500k nonprofits • Source year 2023

Liabilities / Revenue

Score unavailable

No value available

Liabilities-to-revenue requires both liabilities and revenue on this filing.

Source year 2023

Net Margin

Score unavailable

No value available

Net margin requires both revenue and expenses on this filing.

Source year 2023

Top Officer Pay

78th percentile

$0

Higher top officer pay than 78% of similar nonprofits.

2023 filings • 501(c)3 • <$500k nonprofits • Source year 2023

Asset Growth

21st percentile

-23%

Faster asset growth than 21% of similar nonprofits.

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

Revenue Growth

Score unavailable

No value available

No valid filing value is available for this score.

Balance Sheet
Liabilities / Assets78th percentile

Assets

Down

$15,075

Down $4,588 (-23%) from 2022

Net Assets

Down

$13,925

Down $4,588 (-25%) from 2022

Liabilities

Flat

$1,150

Flat from 2022

Revenue And Expenses
Liabilities / RevenueScore unavailableNet MarginScore unavailable

Revenue

-

No earlier filing loaded for comparison.

Expenses

Down

$4,588

Down $71,118 (-94%) from 2022

Net Income

-

No earlier filing loaded for comparison.

Historical Trend

Balance Sheet Trend

Asset Growth21st 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

2023

Assets$15,075
Liabilities$1,150
Net Assets$13,925
Open 2023 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

2023

Revenue-
Expenses$4,588
Net Income-
Open 2023 Filing
Jump To
Filing Snapshot
Filing Period
Aug 1, 2022 to Jul 31, 2023
Signed
Sep 3, 2024
Return Version
2022v5.0
Gross Receipts
$0
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
Maryann FernandezPresidentPT$0--
Don KozuskoExecutive Board - ChairmanPT$0--
Dennis PassisExecutive Board - Vice ChairmanPT$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
2024-09-03
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: 650. Description: Office supplies. Amount: 3,638. Description: Insurance. Amount: 300. Total to Form 990-EZ, line 16: 4,588.”

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 Appendix143 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/AddressChangeInd0X
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IRS990EZ/BooksInCareOfDetail/PhoneNum06463267697
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt09110 SW 96th Ct Rd
IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0Ocala
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0FL
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd034481
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt019663
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IRS990EZ/ContributionsGiftsGrantsEtcAmt00
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IRS990EZ/ExcessOrDeficitForYearAmt0-4588
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IRS990EZ/ForeignOfficeInd00
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IRS990EZ/GrossReceiptsAmt00
IRS990EZ/InfoInScheduleOPartIIIInd0X
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IRS990EZ/LobbyingActivitiesInd00
IRS990EZ/MadeLoansToFromOfficersInd00
IRS990EZ/MethodOfAccountingAccrualInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt018513
IRS990EZ/NetAssetsOrFundBalancesEOYAmt013925
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt018513
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt013925
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt010.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt15.00
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt30
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
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3Isabel Miranda
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm4Stephen McCarthy
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0President
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1Executive Board - Chairman
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2Executive Board - Vice Chairman
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3Executive Board - Member
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt4Executive Board - Member
IRS990EZ/OperateHospitalInd00
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd00
IRS990EZ/OrganizationHadUBIInd00
IRS990EZ/OtherChangesInNetAssetsAmt00
IRS990EZ/OtherExpensesTotalAmt04588
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd00
IRS990EZ/PrimaryExemptPurposeTxt0Create live case studies focusing on conflict resolution at educ conferences
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IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt00
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt00
IRS990EZ/ProhibitedTaxShelterTransInd00
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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/TotalExpensesAmt04588
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd00
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990EZ/WebsiteAddressTxt0n/a
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearAmt00
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus1YearAmt060553
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus3YearsAmt065339
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus4YearsAmt0750
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/TotalAmt0126642
IRS990ScheduleA/PublicOrganization170Ind0X
IRS990ScheduleA/PublicSupportCY170Pct01.00000
IRS990ScheduleA/PublicSupportPY170Pct01.00000
IRS990ScheduleA/PublicSupportTotal170Amt0126642
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY170Ind0X
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus1YearAmt060553
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus3YearsAmt065339
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus4YearsAmt0750
IRS990ScheduleA/TotalCalendarYear170Grp/TotalAmt0126642
IRS990ScheduleA/TotalSupportAmt0126642
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0Description: Production costs. Amount: 650. Description: Office supplies. Amount: 3,638. Description: Insurance. Amount: 300. Total to Form 990-EZ, line 16: 4,588.
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/BuildTS02024-08-08 14:25:15Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0Maryann Fernandez
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0President
ReturnHeader/BusinessOfficerGrp/PhoneNum06463267697
ReturnHeader/BusinessOfficerGrp/SignatureDt02024-09-03
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
ReturnHeader/Filer/USAddress/CityNm0Ocala
ReturnHeader/Filer/USAddress/StateAbbreviationCd0FL
ReturnHeader/Filer/USAddress/ZIPCd034481
ReturnHeader/IRSResponsiblePrtyInfoCurrInd00
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/ReturnTs02024-09-03T17:40:06-05:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02022-08-01
ReturnHeader/TaxPeriodEndDt02023-07-31
ReturnHeader/TaxYr02022

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

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

Open filing
Assets
$15,075
Liabilities
$1,150
Net assets
$13,925
Revenue
-
Expenses
$4,588
Net income
-
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