Civic Intelligence

Shaking the Tree Inc.

990EZ • Fiscal year 2016 • EIN 45-2697899

Jan 01, 2016 to Dec 31, 2016 • Filed on May 15, 2017

823 SE GrantPortland, OR 97214

(503) 235-0635

Siviq Scores

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

Liabilities / Assets

Score unavailable

No value available

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

Source year 2016

Liabilities / Revenue

Score unavailable

No value available

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

Source year 2016

Net Margin

14th percentile

-25%

Higher net margin than 14% of similar nonprofits.

2016 filings • 501(c)3 • <$500k nonprofits • Source year 2016

Top Officer Pay

82nd percentile

$17,307

Higher top officer pay than 82% of similar nonprofits.

Top officer pay equals 13.2% of source-year revenue.

2016 filings • 501(c)3 • <$500k nonprofits • Source year 2016

Asset Growth

5th percentile

-72%

Faster asset growth than 5% of similar nonprofits.

2016 filings • 501(c)3 • <$500k nonprofits • Annualized from 2015 to 2016

Revenue Growth

17th percentile

-31%

Faster revenue growth than 17% of similar nonprofits.

2016 filings • 501(c)3 • <$500k nonprofits • Annualized from 2015 to 2016

Assets

Down

$19,208

Down $50,023 (-72%) from 2015

Net Assets

Down

$19,208

Down $46,620 (-71%) from 2015

Liabilities

-

No earlier filing loaded for comparison.

Revenue

Down

$130,694

Down $57,415 (-31%) from 2015

Expenses

Up

$163,850

Up $32,272 (+25%) from 2015

Net Income

Down

-$33,156

Down $89,687 (-159%) from 2015

Historical Trend

Balance Sheet Trend

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

2016

Assets$19,208
Liabilities-
Net Assets$19,208

Operations Trend

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

2016

Revenue$130,694
Expenses$163,850
Net Income-$33,156
Jump To
Filing Snapshot
Filing Period
Jan 1, 2016 to Dec 31, 2016
Signed
May 15, 2017
Return Version
2016v3.0
Gross Receipts
$130,694
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.

Theater productions and classes that teach a valuable art, important means of self-expression, and necessary tool for problem-solving and confidence- building. Present plays that encourage a deeper connection and understanding of the world.

Program Services

DescriptionGrantsExpenses
PLAYS PERFORMED INHOUSE - A DOLLS HOUSE: 646 AUDIENCE MEMBERS SERVED, HEAD. HANDS. FEET: 555 AUDIENCE MEMBERS SERVED, VENUS AND ADONIS: 228 AUDIENCE MEMBERS SERVED.-$96,859
TOURING AND OUTSIDE PERFORMANCES - ORPHEUS AND EURYDICE A SITE SPECIFIC PUBLIC PERFORMANCE AT PORTLAND CENTER STAGE JAW FESTIVAL - 100 AUDIENCE MEMBERS SERVED.-$35,288
YEAR ROUND THEATRE CLASSES FOR CHILDREN 5-14 YEARS OLD. 140 CHILDREN WERE SERVED IN 2016.-$27,140
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
SAMANTHA VAN DER MERWEPresident &FT$17,307-$17,307
SCOTT WIGGERSTreasurer-$0--
JESSIE JONASSecretary-$0--
ESTEBAN GUTIERREZBoard Member-$0--
DOROTHY DAVISBoard Member-$0--
KERRY ERDENBERGERBoard Member-$0--
GOKUL SURYADEVARABoard Member-$0--
Filing and Contact Details

Filer

Filer Name
Shaking the Tree
EIN
45-2697899
Phone
5032350635
Address
823 SE GRANT, PORTLAND, OR 97214

Signing Officer

Name
Samantha Van Der Merwe
Title
President & Director
Phone
5032350635
Signed
2017-05-15
Discuss with paid preparer
Yes

Preparer

Firm
Richard R Harris CPA
Address
5257 NE MARTIN LUTHER KING, PORTLAND, OR 97211
Preparer
Benjamin T Harris
Phone
5032802030
Supplemental Narrative

Additional Explanations

Form 990-ez, Part I, Line 16

Expenses advertising 3,655 promotion 330 office 2,783 travel 76 interest 16 insurance 1,096 play production 39,805 repair and maintenance 1,135 meals and entertainment 1,624 shipping and delivery 557 payroll processing fees 1,165 charitable contributions 929 equipment rental 330 supplies 749 total 54,250

Form 990-ez, Part III

Theater productions and classes that teach a valuable art, important means of self-expression, and necessary tool for problem-solving and confidence- building. Present plays that encourage a deeper connection and understanding of the world.

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/PhoneNum05032350635
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IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0PORTLAND
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt50
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt60
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0SAMANTHA VAN DER MERWE
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1SCOTT WIGGERS
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2JESSIE JONAS
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3ESTEBAN GUTIERREZ
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm4DOROTHY DAVIS
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0PRESIDENT &
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1TREASURER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2SECRETARY
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3BOARD MEMBER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt4BOARD MEMBER
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IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherExpensesTotalAmt054250
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
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IRS990EZ/PrimaryExemptPurposeTxt0THEATER PRODUCTIONS AND CLASSES THAT TEACH A VALUABLE ART, IMPORTANT MEANS OF SELF-EXPRESSION, AND NECESSARY TOOL FOR PROBLEM-SOLVING AND CONFIDENCE- BUILDING. PRESENT PLAYS THAT ENCOURAGE A DEEPER CONNECTION AND UNDERSTANDING OF THE WORLD.
IRS990EZ/ProgramServiceRevenueAmt075952
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0YEAR ROUND THEATRE CLASSES FOR CHILDREN 5-14 YEARS OLD. 140 CHILDREN WERE SERVED IN 2016.
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt1TOURING AND OUTSIDE PERFORMANCES - ORPHEUS AND EURYDICE A SITE SPECIFIC PUBLIC PERFORMANCE AT PORTLAND CENTER STAGE JAW FESTIVAL - 100 AUDIENCE MEMBERS SERVED.
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt2PLAYS PERFORMED INHOUSE - A DOLLS HOUSE: 646 AUDIENCE MEMBERS SERVED, HEAD. HANDS. FEET: 555 AUDIENCE MEMBERS SERVED, VENUS AND ADONIS: 228 AUDIENCE MEMBERS SERVED.
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IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt296859
IRS990EZ/ProhibitedTaxShelterTransInd0false
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IRS990EZ/SchoolOperatingInd0false
IRS990EZ/StatesWhereCopyOfReturnIsFldCd0OR
IRS990EZ/SubjectToProxyTaxInd0false
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IRS990EZ/TotalExpensesAmt0163850
IRS990EZ/TotalProgramServiceExpensesAmt0159287
IRS990EZ/TotalRevenueAmt0130694
IRS990EZ/TransactionWithControlEntInd0false
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IRS990EZ/TypeOfOrganizationCorpInd0X
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IRS990ScheduleA/First5Years170Ind0X
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IRS990ScheduleA/TotalCalendarYear170Grp/TotalAmt0383483
IRS990ScheduleA/TotalSupportAmt0383483
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/ExplanationTxt0EXPENSES ADVERTISING 3,655 PROMOTION 330 OFFICE 2,783 TRAVEL 76 INTEREST 16 INSURANCE 1,096 PLAY PRODUCTION 39,805 REPAIR AND MAINTENANCE 1,135 MEALS AND ENTERTAINMENT 1,624 SHIPPING AND DELIVERY 557 PAYROLL PROCESSING FEES 1,165 CHARITABLE CONTRIBUTIONS 929 EQUIPMENT RENTAL 330 SUPPLIES 749 TOTAL 54,250
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1THEATER PRODUCTIONS AND CLASSES THAT TEACH A VALUABLE ART, IMPORTANT MEANS OF SELF-EXPRESSION, AND NECESSARY TOOL FOR PROBLEM-SOLVING AND CONFIDENCE- BUILDING. PRESENT PLAYS THAT ENCOURAGE A DEEPER CONNECTION AND UNDERSTANDING OF THE WORLD.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990-EZ, PART I, LINE 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990-EZ, PART III
ReturnHeader/BuildTS02017-02-10 21:41:12Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0SAMANTHA VAN DER MERWE
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0PRESIDENT & DIRECTOR
ReturnHeader/BusinessOfficerGrp/PhoneNum05032350635
ReturnHeader/BusinessOfficerGrp/SignatureDt02017-05-15
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0SHAKING THE TREE
ReturnHeader/Filer/BusinessNameControlTxt0SHAK
ReturnHeader/Filer/EIN0452697899
ReturnHeader/Filer/PhoneNum05032350635
ReturnHeader/Filer/USAddress/AddressLine1Txt0823 SE GRANT
ReturnHeader/Filer/USAddress/CityNm0PORTLAND
ReturnHeader/Filer/USAddress/StateAbbreviationCd0OR
ReturnHeader/Filer/USAddress/ZIPCd097214
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ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0RICHARD R HARRIS CPA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt05257 NE MARTIN LUTHER KING
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0PORTLAND
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0OR
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd097211
ReturnHeader/PreparerPersonGrp/PhoneNum05032802030
ReturnHeader/PreparerPersonGrp/PreparationDt02017-05-15
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0BENJAMIN T HARRIS
ReturnHeader/PreparerPersonGrp/SelfEmployedInd0X
ReturnHeader/ReturnTs02017-05-15T14:36:45-07:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02016-01-01
ReturnHeader/TaxPeriodEndDt02016-12-31
ReturnHeader/TaxYr02016

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Filings