Civic Intelligence

Shaking the Tree Inc.

990EZ • Fiscal year 2017 • EIN 45-2697899

Jan 01, 2017 to Dec 31, 2017 • Filed on May 15, 2018

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

96th percentile

1.54x

Higher debt load relative to assets than 96% of similar nonprofits.

2017 filings • 501(c)3 • <$500k nonprofits • Source year 2017

Liabilities / Revenue

70th percentile

0.02x

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

2017 filings • 501(c)3 • <$500k nonprofits • Source year 2017

Net Margin

26th percentile

-7.9%

Higher net margin than 26% of similar nonprofits.

2017 filings • 501(c)3 • <$500k nonprofits • Source year 2017

Top Officer Pay

83rd percentile

$18,000

Higher top officer pay than 83% of similar nonprofits.

Top officer pay equals 12.3% of source-year revenue.

2017 filings • 501(c)3 • <$500k nonprofits • Source year 2017

Asset Growth

3rd percentile

-89%

Faster asset growth than 3% of similar nonprofits.

2017 filings • 501(c)3 • <$500k nonprofits • Annualized from 2016 to 2017

Revenue Growth

65th percentile

12%

Faster revenue growth than 65% of similar nonprofits.

2017 filings • 501(c)3 • <$500k nonprofits • Annualized from 2016 to 2017

Assets

Down

$2,160

Down $17,048 (-89%) from 2016

Net Assets

Down

-$1,171

Down $20,379 (-106%) from 2016

Liabilities

$3,331

No earlier filing loaded for comparison.

Revenue

Up

$145,964

Up $15,270 (+12%) from 2016

Expenses

Down

$157,483

Down $6,367 (-3.9%) from 2016

Net Income

Up

-$11,519

Up $21,637 (+65%) from 2016

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

2017

Assets$2,160
Liabilities$3,331
Net Assets-$1,171

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

2017

Revenue$145,964
Expenses$157,483
Net Income-$11,519
Jump To
Filing Snapshot
Filing Period
Jan 1, 2017 to Dec 31, 2017
Signed
May 15, 2018
Return Version
2017v2.3
Gross Receipts
$145,964
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
"THE CAUCASIAN CHALK CIRCLE" PLAY PERFORMANCE 640 AUDIENCE MEMBERS SERVED.-$35,268
"MISS JULIE" PLAY PERFORMANCE, 618 AUDIENCE MEMBERS SERVED.-$18,330
"WERE ALL MAD HERE" PLAY PERFORMANCE, 484 AUDIENCE MEMBERS SERVED.-$13,158
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
SAMANTHA VAN DER MERWEPresident &-$18,000-$18,000
SCOTT WIGGERSTreasurer-$0--
JESSIE JONASSecretary-$0--
ESTEBAN GUTIERREZBoard Member-$0--
DOROTHY DAVISBoard Member-$0--
KERRY ERDENBERGERBoard Member-$0--
GOKUL SURYADEVARABoard Member-$0--
REBECCA HARRISONBoard 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
2018-05-15
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 2,460 promotion 194 office 3,332 royalties 2,570 travel 222 interest 34 insurance 1,898 play production 13,593 repair and maintenance 2,555 meals and entertainment 1,214 shipping and delivery 1,303 pay processing fees 1,329 charitable contributions 53 equipment rental 836 supplies 1,173 sound expenses 1,080 total 33,846

Form 990-ez, Part I, Line 20

Prior period adjustment for equipment expense -8,860

Form 990-ez, Part II, Line 26

CREDIT CARD 0 3,331

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 Appendix160 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.

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IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0SAMANTHA VAN DER MERWE
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1SCOTT WIGGERS
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0PRESIDENT &
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IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0EXPENSES ADVERTISING 2,460 PROMOTION 194 OFFICE 3,332 ROYALTIES 2,570 TRAVEL 222 INTEREST 34 INSURANCE 1,898 PLAY PRODUCTION 13,593 REPAIR AND MAINTENANCE 2,555 MEALS AND ENTERTAINMENT 1,214 SHIPPING AND DELIVERY 1,303 PAY PROCESSING FEES 1,329 CHARITABLE CONTRIBUTIONS 53 EQUIPMENT RENTAL 836 SUPPLIES 1,173 SOUND EXPENSES 1,080 TOTAL 33,846
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1PRIOR PERIOD ADJUSTMENT FOR EQUIPMENT EXPENSE -8,860
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2CREDIT CARD 0 3,331
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3THEATER 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 I, LINE 20
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990-EZ, PART II, LINE 26
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3FORM 990-EZ, PART III
ReturnHeader/BuildTS02018-06-14 16:35:46Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0SAMANTHA VAN DER MERWE
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0PRESIDENT & DIRECTOR
ReturnHeader/BusinessOfficerGrp/PhoneNum05032350635
ReturnHeader/BusinessOfficerGrp/SignatureDt02018-05-15
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0SHAKING THE TREE
ReturnHeader/Filer/BusinessNameControlTxt0SHAK
ReturnHeader/Filer/EIN0452697899
ReturnHeader/Filer/PhoneNum05032350635
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ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt05257 NE MARTIN LUTHER KING
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ReturnHeader/PreparerPersonGrp/PhoneNum05032802030
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ReturnHeader/PreparerPersonGrp/PreparerPersonNm0BENJAMIN T HARRIS
ReturnHeader/PreparerPersonGrp/SelfEmployedInd0X
ReturnHeader/ReturnTs02018-05-15T16:12:26-07:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02017-01-01
ReturnHeader/TaxPeriodEndDt02017-12-31
ReturnHeader/TaxYr02017

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Filings