Civic Intelligence

Shaking the Tree Inc.

990EZ • Fiscal year 2015 • EIN 45-2697899

Jan 01, 2015 to Dec 31, 2015 • Filed on Apr 14, 2016

Organization Profilewww.shaking-the-tree.com
823 SE Grant StPortland, OR 97214

(503) 235-0635

Siviq Scores

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

Liabilities / Assets

72nd percentile

0.05x

Higher debt load relative to assets than 72% of similar nonprofits.

2015 filings • 501(c)3 • <$500k nonprofits • Source year 2015

Liabilities / Revenue

68th percentile

0.02x

Higher debt load relative to revenue than 68% of similar nonprofits.

2015 filings • 501(c)3 • <$500k nonprofits • Source year 2015

Net Margin

84th percentile

30%

Higher net margin than 84% of similar nonprofits.

2015 filings • 501(c)3 • <$500k nonprofits • Source year 2015

Top Officer Pay

81st percentile

$15,000

Higher top officer pay than 81% of similar nonprofits.

Top officer pay equals 8.0% of source-year revenue.

2015 filings • 501(c)3 • <$500k nonprofits • Source year 2015

Asset Growth

98th percentile

645%

Faster asset growth than 98% of similar nonprofits.

2015 filings • 501(c)3 • <$500k nonprofits • Annualized from 2014 to 2015

Revenue Growth

89th percentile

68%

Faster revenue growth than 89% of similar nonprofits.

2015 filings • 501(c)3 • <$500k nonprofits • Annualized from 2014 to 2015

Balance Sheet
Liabilities / Assets72nd percentile

Assets

Up

$69,231

Up $59,934 (+645%) from 2014

Net Assets

$65,828

No earlier filing loaded for comparison.

Liabilities

Up

$3,403

Up $3,403 from 2014

Revenue And Expenses
Liabilities / Revenue68th percentileNet Margin84th percentile

Revenue

Up

$188,109

Up $76,342 (+68%) from 2014

Expenses

Up

$131,578

Up $29,108 (+28%) from 2014

Net Income

Up

$56,531

Up $47,234 (+508%) from 2014

Historical Trend

Balance Sheet Trend

Asset Growth98th percentile

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

$300K$200K$100K$0-$100KAssets 2014: $9,297Liabilities 2014: $02014Assets 2015: $69,231Liabilities 2015: $3,403Net Assets 2015: $65,8282015Assets 2016: $19,208Net Assets 2016: $19,2082016Assets 2017: $2,160Liabilities 2017: $3,331Net Assets 2017: -$1,1712017Assets 2018: $5,825Liabilities 2018: $3,845Net Assets 2018: $1,9802018Assets 2019: $2,253Liabilities 2019: $14,414Net Assets 2019: -$12,1612019Assets 2020: $86,946Liabilities 2020: $46,722Net Assets 2020: $40,2242020Assets 2021: $240,410Liabilities 2021: $29,647Net Assets 2021: $210,7632021Assets 2022: $229,912Liabilities 2022: $26,003Net Assets 2022: $203,9092022Assets 2023: $106,477Liabilities 2023: $26,611Net Assets 2023: $79,8662023Assets 2024: $98,340Liabilities 2024: $26,082Net Assets 2024: $72,2582024

Highlighted filing

2015

Assets$69,231
Liabilities$3,403
Net Assets$65,828
Open 2015 Filing

Operations Trend

Revenue Growth89th percentile

Revenue, expenses, and net income across loaded years, with this filing highlighted.

$600K$400K$200K$0-$200KRevenue 2014: $111,767Expenses 2014: $102,470Net Income 2014: $9,2972014Revenue 2015: $188,109Expenses 2015: $131,578Net Income 2015: $56,5312015Revenue 2016: $130,694Expenses 2016: $163,850Net Income 2016: -$33,1562016Revenue 2017: $145,964Expenses 2017: $157,483Net Income 2017: -$11,5192017Revenue 2018: $161,056Expenses 2018: $157,905Net Income 2018: $3,1512018Revenue 2019: $230,308Expenses 2019: $244,449Net Income 2019: -$14,1412019Revenue 2020: $228,256Expenses 2020: $183,111Net Income 2020: $45,1452020Revenue 2021: $403,055Expenses 2021: $232,515Net Income 2021: $170,5402021Revenue 2022: $315,985Expenses 2022: $322,839Net Income 2022: -$6,8542022Revenue 2023: $403,550Expenses 2023: $527,593Net Income 2023: -$124,0432023Revenue 2024: $411,841Expenses 2024: $419,449Net Income 2024: -$7,6082024

Highlighted filing

2015

Revenue$188,109
Expenses$131,578
Net Income$56,531
Open 2015 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2015 to Dec 31, 2015
Signed
Apr 14, 2016
Return Version
2015v2.1
Gross Receipts
$188,109
Mission and Program Overview

Mission

Shaking the tree melds the boundaries of theatre and visual art by presenting audiences with unconventional theatrical experiences in our non-traditional warehouse space. Founded in 2003, shaking the tree uses innovative ways to inhabit space, and positions itself at the intersection of innovation, activism and groudbreaking theatricality to allow audiences to experience a deeper, more active connection to the work.

Theatre Productions and theatre classes

Program Services

DescriptionGrantsExpenses
Year round theatre classes for children aged 5-14. 244 children attended each week.-$62,168
Produced Passion Play. 23 performances were given 774 patrons attended.$4,372$29,955
Produced Suddenly Last Summer. 19 performances were given 679 patrons attended.-$24,467
Compensation and Service Providers
Top Officer Pay81st percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
Samantha Van Der MerwePresident Founding Artistic DirectorFT$15,000-$15,000
Matthew KerriganTeach/Office AsstPT$1,477-$1,477
Scotrt WiggersTreasurer-$0--
Jessie JonasBoard Member-$0--
Esteban GutierrezBoard Member-$0--
Rebecca HarrisonBoard Member-$0--
Filing and Contact Details

Filer

Filer Name
Shaking The Tree Inc
EIN
45-2697899
Phone
5032350635
Address
823 SE Grant St, Portland, OR 97214

Signing Officer

Name
Samantha Van Der Merwe
Title
President
Signed
2016-04-14
Discuss with paid preparer
Yes

Preparer

Firm
The Bookkeeping Company LLC B13488
Address
8931 SE Foster Rd Ste 100, Portland, OR 97266
Preparer
Sandra L Vincent
Phone
5032529197
Supplemental Narrative

Additional Explanations

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

“Supplies 3,020”

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

“Payroll taxes 1,399”

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

“Property taxes 1,275”

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

“Business fees 1,506”

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

“Production Expense 25,412”

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

“Marketing 4,800”

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

“Insurance 680”

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

“Hospitality/concessions 2,393”

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

“Depreciation 726”

Form 990-EZ, Part II, Line 24, Other Assets

“Lights Beginning of year 0, End of year 3,419”

Form 990-EZ, Part II, Line 24, Other Assets

“Floor Remodel Beginning of year 0, End of year 13,448”

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

“Prior yr adj Beginning of year 0, End of year 3,403”

Raw XML Appendix163 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/ActivitiesNotPreviouslyRptInd0false
IRS990EZ/BooksInCareOfDetail/PersonNm0Samantha Van Der Merwe
IRS990EZ/BooksInCareOfDetail/PhoneNum05032350635
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt0823 SE Grant St
IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0Portland
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0OR
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd097214
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt09297
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt052364
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd0false
IRS990EZ/ContributionsGiftsGrantsEtcAmt0112422
IRS990EZ/DonorAdvisedFndsInd0false
IRS990EZ/EngagedInExcessBenefitTransInd0false
IRS990EZ/ExcessOrDeficitForYearAmt056531
IRS990EZ/FeesAndOtherPymtToIndCntrctAmt034486
IRS990EZ/FiledScheduleAInd0true
IRS990EZ/ForeignFinancialAccountInd0false
IRS990EZ/ForeignOfficeInd0false
IRS990EZ/Form1120PolFiledInd0false
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IRS990EZ/Form990TotalAssetsGrp/EOYAmt069231
IRS990EZ/GrossReceiptsAmt0188109
IRS990EZ/InfoInScheduleOPartIIInd0X
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/LobbyingActivitiesInd0false
IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MethodOfAccountingCashInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt09297
IRS990EZ/NetAssetsOrFundBalancesEOYAmt065828
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt09297
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt065828
IRS990EZ/OccupancyRentUtltsAndMaintAmt039404
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt0040.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt1001.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt2001.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt3001.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt4001.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt5005.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt015000
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt40
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt51477
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0Samantha Van Der Merwe
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1Scotrt Wiggers
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2Jessie Jonas
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3Esteban Gutierrez
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm4Rebecca Harrison
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm5Matthew Kerrigan
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0President Founding Artistic Director
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1Treasurer
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2Board Member
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3Board Member
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt4Board Member
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt5Teach/Office Asst
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherAssetsTotalDetail/EOYAmt016867
IRS990EZ/OtherExpensesTotalAmt041211
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0Theatre Productions and theatre classes
IRS990EZ/ProgramServiceRevenueAmt075687
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0Year round theatre classes for children aged 5-14. 244 children attended each week.
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt1Produced Suddenly Last Summer. 19 performances were given 679 patrons attended.
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt2Produced Passion Play. 23 performances were given 774 patrons attended.
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt04372
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt062168
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt124467
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt229955
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/SalariesOtherCompEmplBnftAmt016477
IRS990EZ/SchoolOperatingInd0false
IRS990EZ/StatesWhereCopyOfReturnIsFldCd0OR
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/SumOfTotalLiabilitiesGrp/EOYAmt03403
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TaxImposedUnderIRC4911Amt00
IRS990EZ/TaxImposedUnderIRC4912Amt00
IRS990EZ/TaxImposedUnderIRC4955Amt00
IRS990EZ/TotalExpensesAmt0131578
IRS990EZ/TotalProgramServiceExpensesAmt0116590
IRS990EZ/TotalRevenueAmt0188109
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990EZ/WebsiteAddressTxt0www.shaking-the-tree.com
IRS990ScheduleA/First5Years170Ind0X
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearAmt0188109
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus1YearAmt064707
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/TotalAmt0252816
IRS990ScheduleA/InvestmentIncomeCYPct00.00000
IRS990ScheduleA/PublicOrganization170Ind0X
IRS990ScheduleA/PublicSupportCY170Pct00.00000
IRS990ScheduleA/PublicSupportCY509Pct00.00000
IRS990ScheduleA/PublicSupportTotal170Amt0252816
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearAmt0188109
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus1YearAmt064707
IRS990ScheduleA/TotalCalendarYear170Grp/TotalAmt0252816
IRS990ScheduleA/TotalSupportAmt0252816
IRS990ScheduleB/ContributorInformationGrp/ContributorBusinessName/BusinessNameLine10RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorNum0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine10RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine20RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/City0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/State0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/ZIPCode0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/TotalContributionsAmt0RESTRICTED
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0Supplies 3,020
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1Payroll taxes 1,399
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2Property taxes 1,275
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3Business fees 1,506
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4Production Expense 25,412
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5Marketing 4,800
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt6Insurance 680
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt7Hospitality/concessions 2,393
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt8Depreciation 726
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt9Lights Beginning of year 0, End of year 3,419
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt10Floor Remodel Beginning of year 0, End of year 13,448
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt11Prior yr adj Beginning of year 0, End of year 3,403
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Form 990-EZ, Part I, Line 16, Other Expenses
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Form 990-EZ, Part I, Line 16, Other Expenses
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Form 990-EZ, Part I, Line 16, Other Expenses
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3Form 990-EZ, Part I, Line 16, Other Expenses
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4Form 990-EZ, Part I, Line 16, Other Expenses
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc5Form 990-EZ, Part I, Line 16, Other Expenses
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc6Form 990-EZ, Part I, Line 16, Other Expenses
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc7Form 990-EZ, Part I, Line 16, Other Expenses
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc8Form 990-EZ, Part I, Line 16, Other Expenses
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc9Form 990-EZ, Part II, Line 24, Other Assets
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc10Form 990-EZ, Part II, Line 24, Other Assets
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc11Form 990-EZ, Part II, Line 26, Liabilities
ReturnHeader/BuildTS02016-09-27 15:27:22Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0Samantha Van Der Merwe
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0President
ReturnHeader/BusinessOfficerGrp/SignatureDt02016-04-14
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0Shaking The Tree Inc
ReturnHeader/Filer/BusinessNameControlTxt0SHAK
ReturnHeader/Filer/EIN0452697899
ReturnHeader/Filer/PhoneNum05032350635
ReturnHeader/Filer/USAddress/AddressLine1Txt0823 SE Grant St
ReturnHeader/Filer/USAddress/CityNm0Portland
ReturnHeader/Filer/USAddress/StateAbbreviationCd0OR
ReturnHeader/Filer/USAddress/ZIPCd097214
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0The Bookkeeping Company LLC B13488
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt08931 SE Foster Rd Ste 100
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0Portland
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0OR
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd097266
ReturnHeader/PreparerPersonGrp/PhoneNum05032529197
ReturnHeader/PreparerPersonGrp/PreparationDt02016-04-14
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Sandra L Vincent
ReturnHeader/ReturnTs02016-04-14T06:21:10-00:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02015-01-01
ReturnHeader/TaxPeriodEndDt02015-12-31
ReturnHeader/TaxYr02015

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2015 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$69,231
Liabilities
$3,403
Net assets
$65,828
Revenue
$188,109
Expenses
$131,578
Net income
$56,531
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$0.98$0.26$0.72$4.12$4.19$0.08
2023Detailed filing. Detailed filing data is available for this year.$1.06$0.27$0.80$4.04$5.28$1.24
2022Detailed filing. Detailed filing data is available for this year.$2.30$0.26$2.04$3.16$3.23$0.07
2021Detailed filing. Detailed filing data is available for this year.$2.40$0.30$2.11$4.03$2.33$1.71
2020Detailed filing. Detailed filing data is available for this year.$0.87$0.47$0.40$2.28$1.83$0.45
2019Detailed filing. Detailed filing data is available for this year.$0.02$0.14$0.12$2.30$2.44$0.14
2018Detailed filing. Detailed filing data is available for this year.$0.06$0.04$0.02$1.61$1.58$0.03
2017Detailed filing. Detailed filing data is available for this year.$0.02$0.03$0.01$1.46$1.57$0.12
2016Detailed filing. Detailed filing data is available for this year.$0.19$0.19$1.31$1.64$0.33
2015Detailed filing. Detailed filing data is available for this year.$0.69$0.03$0.66$1.88$1.32$0.57
2014Summary only. Only limited summary data is available for this year.$0.09$0.00$1.12$1.02$0.09