Civic Intelligence

Shaking the Tree Nfp

990EZ • Fiscal year 2024 • EIN 36-4389505

Aug 01, 2023 to Jul 31, 2024 • Filed on Dec 09, 2025

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

71st percentile

0.03x

Higher debt load relative to assets than 71% of similar nonprofits.

2024 filings • 501(c)3 • <$500k nonprofits • Source year 2024

Liabilities / Revenue

73rd percentile

0.03x

Higher debt load relative to revenue than 73% of similar nonprofits.

2024 filings • 501(c)3 • <$500k nonprofits • Source year 2024

Net Margin

96th percentile

76%

Higher net margin than 96% of similar nonprofits.

2024 filings • 501(c)3 • <$500k nonprofits • Source year 2024

Top Officer Pay

79th percentile

$0

Higher top officer pay than 79% of similar nonprofits.

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

2024 filings • 501(c)3 • <$500k nonprofits • Source year 2024

Asset Growth

94th percentile

147%

Faster asset growth than 94% of similar nonprofits.

2024 filings • 501(c)3 • <$500k nonprofits • Annualized from 2023 to 2024

Revenue Growth

29th percentile

-16%

Faster revenue growth than 29% of similar nonprofits.

2024 filings • 501(c)3 • <$500k nonprofits • Annualized from 2022 to 2024

Balance Sheet
Liabilities / Assets71st percentile

Assets

Up

$37,242

Up $22,167 (+147%) from 2023

Net Assets

Up

$36,092

Up $22,167 (+159%) from 2023

Liabilities

Flat

$1,150

Flat from 2023

Revenue And Expenses
Liabilities / Revenue73rd percentileNet Margin96th percentile

Revenue

$43,125

No earlier filing loaded for comparison.

Expenses

Up

$10,146

Up $5,558 (+121%) from 2023

Net Income

$32,979

No earlier filing loaded for comparison.

Historical Trend

Balance Sheet Trend

Asset Growth94th 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

2024

Assets$37,242
Liabilities$1,150
Net Assets$36,092
Open 2024 Filing

Operations Trend

Revenue Growth29th 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

2024

Revenue$43,125
Expenses$10,146
Net Income$32,979
Open 2024 Filing
Jump To
Filing Snapshot
Filing Period
Aug 1, 2023 to Jul 31, 2024
Signed
Dec 9, 2025
Return Version
2023v6.0
Gross Receipts
$43,125
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$10,145
Compensation and Service Providers
Top Officer Pay79th 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: 3,336. Description: Office supplies. Amount: 1,507. Description: Insurance. Amount: 300. Description: Bank fees . Amount: 3. Description: Marketing . Amount: 5,000. Total to Form 990-EZ, line 16: 10,146.”

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
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt40
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt10
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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 Cha
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3Executive Board - Member
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt4Executive Board - Member
IRS990EZ/OperateHospitalInd00
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd00
IRS990EZ/OrganizationHadUBIInd00
IRS990EZ/OtherChangesInNetAssetsAmt00
IRS990EZ/OtherExpensesTotalAmt010146
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
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IRS990EZ/ProhibitedTaxShelterTransInd00
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IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd00
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IRS990EZ/WebsiteAddressTxt0n/a
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IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus1YearAmt00
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus2YearsAmt060553
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus3YearsAmt00
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus4YearsAmt065339
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/TotalAmt0169017
IRS990ScheduleA/PublicOrganization170Ind0X
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IRS990ScheduleA/TotalCalendarYear170Grp/TotalAmt0169017
IRS990ScheduleA/TotalSupportAmt0169017
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0Description: Production costs. Amount: 3,336. Description: Office supplies. Amount: 1,507. Description: Insurance. Amount: 300. Description: Bank fees . Amount: 3. Description: Marketing . Amount: 5,000. Total to Form 990-EZ, line 16: 10,146.
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
ReturnHeader/Filer/USAddress/CityNm0Ocala
ReturnHeader/Filer/USAddress/StateAbbreviationCd0FL
ReturnHeader/Filer/USAddress/ZIPCd034481
ReturnHeader/IRSResponsiblePrtyInfoCurrInd00
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0611443699
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ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt01330 Shermer Road
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0Northbrook
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0IL
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd060062
ReturnHeader/PreparerPersonGrp/PhoneNum07735256171
ReturnHeader/PreparerPersonGrp/PreparationDt02025-12-09
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Barton Eilts CPA
ReturnHeader/ReturnTs02025-12-09T10:52:31-06:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02023-08-01
ReturnHeader/TaxPeriodEndDt02024-07-31
ReturnHeader/TaxYr02023

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2024 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$37,242
Liabilities
$1,150
Net assets
$36,092
Revenue
$43,125
Expenses
$10,146
Net income
$32,979
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