Civic Intelligence

Shadetree Historical Artisan Development Engine

990 • Fiscal year 2022 • EIN 82-1271323

Jan 01, 2022 to Dec 31, 2022 • Filed on Nov 16, 2023

Organization Profilewww.shadetreeartisans.org
48 5th AveOakland, CA 94606

(510) 575-6202

Siviq Scores

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

Liabilities / Assets

96th percentile

1.24x

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

2022 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2022

Liabilities / Revenue

98th percentile

11.72x

Higher debt load relative to revenue than 98% of similar nonprofits.

2022 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2022

Net Margin

83rd percentile

35%

Higher net margin than 83% of similar nonprofits.

2022 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2022

Top Officer Pay

48th percentile

$50,000

Higher top officer pay than 48% of similar nonprofits.

Top officer pay equals 14.9% of source-year revenue.

2022 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2022

Asset Growth

59th percentile

5.3%

Faster asset growth than 59% of similar nonprofits.

2022 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2021 to 2022

Revenue Growth

39th percentile

-0.5%

Faster revenue growth than 39% of similar nonprofits.

2022 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2021 to 2022

Balance Sheet
Liabilities / Assets96th percentile

Assets

Up

$3,184,897

Up $159,005 (+5.3%) from 2021

Net Assets

Up

-$748,624

Up $67,480 (+8.3%) from 2021

Liabilities

Up

$3,933,521

Up $91,525 (+2.4%) from 2021

Revenue And Expenses
Liabilities / Revenue98th percentileNet Margin83rd percentile

Revenue

Down

$335,540

Down $1,818 (-0.5%) from 2021

Expenses

Down

$217,143

Down $1,045,678 (-83%) from 2021

Net Income

Up

$118,397

Up $1,043,860 (+113%) from 2021

Historical Trend

Balance Sheet Trend

Asset Growth59th percentile

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

$6.0M$4.0M$2.0M$0-$2.0MAssets 2017: $2,782,260Liabilities 2017: $2,827,492Net Assets 2017: -$45,2322017Assets 2018: $2,796,662Liabilities 2018: $2,829,092Net Assets 2018: -$32,4302018Assets 2019: $2,943,497Liabilities 2019: $2,949,092Net Assets 2019: -$5,5952019Assets 2020: $3,139,065Liabilities 2020: $3,030,136Net Assets 2020: $108,9292020Assets 2021: $3,025,892Liabilities 2021: $3,841,996Net Assets 2021: -$816,1042021Assets 2022: $3,184,897Liabilities 2022: $3,933,521Net Assets 2022: -$748,6242022Assets 2023: $3,950,154Liabilities 2023: $4,870,349Net Assets 2023: -$920,1952023Assets 2024: $4,457,387Liabilities 2024: $5,537,127Net Assets 2024: -$1,079,7402024

Highlighted filing

2022

Assets$3,184,897
Liabilities$3,933,521
Net Assets-$748,624
Open 2022 Filing

Operations Trend

Revenue Growth39th percentile

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

$2.0M$1.0M$0-$1.0MRevenue 2017: $144,296Expenses 2017: $191,335Net Income 2017: -$47,0392017Revenue 2018: $346,779Expenses 2018: $332,160Net Income 2018: $14,6192018Revenue 2019: $368,956Expenses 2019: $342,123Net Income 2019: $26,8332019Revenue 2020: $335,521Expenses 2020: $224,227Net Income 2020: $111,2942020Revenue 2021: $337,358Expenses 2021: $1,262,821Net Income 2021: -$925,4632021Revenue 2022: $335,540Expenses 2022: $217,143Net Income 2022: $118,3972022Revenue 2023: $323,061Expenses 2023: $278,054Net Income 2023: $45,0072023Revenue 2024: $323,323Expenses 2024: $463,432Net Income 2024: -$140,1092024

Highlighted filing

2022

Revenue$335,540
Expenses$217,143
Net Income$118,397
Open 2022 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2022 to Dec 31, 2022
Signed
Nov 16, 2023
Return Version
2022v5.0
Gross Receipts
$335,540
Mission and Program Overview

Mission

To provide and promote affordable housing to low-income residents

To provide and promote affordable housing to low-income residents of California, to manage and steward artist live-work spaces, and improve and preserve local cultural heritage.

Balance Sheet Detail
LineBeginningEndChange
Assets
Land, Buildings, and Equipment, Net$2,307,242$2,188,151▼ $119,091
Loans From Officers Directors$120,000$120,000→ $0
Cash and Non-Interest-Bearing Accounts$22,769$53,589▲ $30,820
Savings and Temporary Cash Investments-$15,218-
Accounts Receivable$4,857--
Total Assets$3,025,892$3,184,897▲ $159,005
Other Assets Total$691,024$927,939▲ $236,915
Liabilities
Mortgage Notes Payable Secured by Investment Property$3,627,000$3,627,000→ $0
Accounts Payable and Accrued Expenses$60,946$151,371▲ $90,425
Unsecured Notes Loans Payable$30,900$30,900→ $0
Other Liabilities$3,150$4,250▲ $1,100
Total Liabilities$3,841,996$3,933,521▲ $91,525
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$-816,104$-748,624▲ $67,480
Total Net Assets Fund Balance$-816,104$-748,624▲ $67,480
Total Liabilities and Net Assets / Fund Balance$3,025,892$3,184,897▲ $159,005

Asset Categories

AssetBook ValueDepreciationBasis
Buildings$1,806,360$122,967$1,929,327
Leasehold Improvements$381,791$32,546$414,337
Land$0--
Other Assets Org$36,327--
Compensation and Service Providers
Top Officer Pay48th percentile

Employees

NameTitleFull / Part TimeBaseTotal
Donna SmitheyCo-PresidentFT$50,000$50,000
Andrea IngrahamTreasurerPT$4,400$4,400
Paul AreveloDirectorPT$1,880$1,880

Board Members and Trustees

NameTitle
Marcus GuillardPresident
Christopher PhillipDirector
Paulie Anne DukeDirector
Teri SageDirector
Christian CummingsCo-Secretary
Chelsea CrandallSecretary
Revenue and Support

Revenue Composition

Contributions and Grants
$199
Program Service Revenue
$335,335
Investment Income
$6
Other Revenue
$0
All Other Contributions
$199
Change in Net Assets
$118,397
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$162,743
Salaries, Compensation, and Employee Benefits$54,400
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Occupancy$134,835$0$0$134,835
Depreciation Depletion$64,370$0$0$64,370
Current Officers, Directors, Trustees, and Key Employees$50,000$4,400$0$54,400
Fees for Services Management$8,550$0$0$8,550
Insurance$0$2,342$0$2,342
Office Expenses$0$1,089$0$1,089
Fees for Services Legal$0$624$0$624
Fees for Services Accounting$0$400$0$400
Fees for Services Other$350$0$0$350
Other Expenses$0$133$0$133
Conferences and Meetings$0$33$0$33
Advertising$17$0$0$17
Total Functional Expenses$208,122$9,021$0$217,143
Fundraising, Events, and Gaming
Fundraising activities
No
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Professional Fundraising Fees$0
Political and Lobbying Activity
Political campaign activity
No
Lobbying activity
No
Subject to proxy tax
No
Insider Transactions and Loans

Interested-Person Transactions

Interested PartyRelationshipDescriptionShared RevenueAmount
Donna SmitheyOfficerprofessional servicesNo$50,000

Loans and Receivables

Line ItemBeginningEndChange
Loans from Officers, Directors, Trustees, and Key Employees$120,000$120,000→ $0
Debt and Bond Financing

Other Reported Liabilities

LiabilityAmount
Tenant Deposits$4,250
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
Yes
Annual disclosure for covered persons
Yes
Audit committee
Yes
Business relationship with 35% controlled entity
No
Business relationship with family members
No
Business relationship with organization members
Yes
Material changes to governing documents
No
Compensation from other sources disclosed
No
CEO compensation reviewed
No
Other officer compensation reviewed
No
Conflict-of-interest policy
Yes
Audited financial statements prepared
No
Key decisions subject to board approval
No
Management duties delegated
No
Filing and Contact Details

Filer

Filer Name
Shadetree Historical Artisan Development Engine
EIN
82-1271323
Phone
5105756202
Address
48 5th Ave, Oakland, CA 94606
Doing Business As
Shade

Signing Officer

Name
Donna Smithey
Title
Co-President
Phone
5105756202
Signed
2023-11-16
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Donna Smithey
Formed
2017
Legal Domicile
CA
Voting Board Members
7
Independent Board Members
6
Employees
0
Volunteers
20

Preparer

Firm
Sarah Lockhart
Address
77 Vernon St Apt 2, Oakland, CA 94610
Preparer
Sarah Lockhart
Phone
5104994952
Supplemental Narrative

Additional Explanations

Pt VI, Line 11B

“990 is reviewed by at least two designated representatives of the Board prior to filing”

Pt VI, Line 8B

“The organization does not have official Board committees.”

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IRS990ScheduleA/AmountsRcvdDsqlfyPersonGrp/CurrentTaxYearMinus2YearsAmt0116009
IRS990ScheduleA/AmountsRcvdDsqlfyPersonGrp/CurrentTaxYearMinus3YearsAmt0135922
IRS990ScheduleA/AmountsRcvdDsqlfyPersonGrp/CurrentTaxYearMinus4YearsAmt0142397
IRS990ScheduleA/AmountsRcvdDsqlfyPersonGrp/TotalAmt0609152
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearAmt0199
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus1YearAmt075
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus2YearsAmt089
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus3YearsAmt0966
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus4YearsAmt06174
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/TotalAmt07503
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearAmt06
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus1YearAmt02
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus2YearsAmt034
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus3YearsAmt020
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus4YearsAmt018
IRS990ScheduleA/GrossInvestmentIncome509Grp/TotalAmt080
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearAmt0335335
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus1YearAmt0337281
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus2YearsAmt0336948
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus3YearsAmt0367970
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus4YearsAmt0340587
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/TotalAmt01718121
IRS990ScheduleA/GrossReceiptsNonUnrltBusGrp/TotalAmt00
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearAmt06
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus1YearAmt02
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus2YearsAmt034
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus3YearsAmt020
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus4YearsAmt018
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/TotalAmt080
IRS990ScheduleA/InvestmentIncomeCYPct00.00000
IRS990ScheduleA/OtherSupportSumAmt00
IRS990ScheduleA/PubliclySupportedOrg509a2Ind0X
IRS990ScheduleA/PublicSupportCY170Pct00
IRS990ScheduleA/PublicSupportCY509Pct00.33630
IRS990ScheduleA/PublicSupportTotal509Amt0580293
IRS990ScheduleA/SubstAndDsqlfyPrsnsTotGrp/CurrentTaxYearAmt0241553
IRS990ScheduleA/SubstAndDsqlfyPrsnsTotGrp/CurrentTaxYearMinus1YearAmt0247275
IRS990ScheduleA/SubstAndDsqlfyPrsnsTotGrp/CurrentTaxYearMinus2YearsAmt0163423
IRS990ScheduleA/SubstAndDsqlfyPrsnsTotGrp/CurrentTaxYearMinus3YearsAmt0225638
IRS990ScheduleA/SubstAndDsqlfyPrsnsTotGrp/CurrentTaxYearMinus4YearsAmt0267442
IRS990ScheduleA/SubstAndDsqlfyPrsnsTotGrp/TotalAmt01145331
IRS990ScheduleA/SubstantialContributorsAmtGrp/CurrentTaxYearAmt0107090
IRS990ScheduleA/SubstantialContributorsAmtGrp/CurrentTaxYearMinus1YearAmt0166914
IRS990ScheduleA/SubstantialContributorsAmtGrp/CurrentTaxYearMinus2YearsAmt047414
IRS990ScheduleA/SubstantialContributorsAmtGrp/CurrentTaxYearMinus3YearsAmt089716
IRS990ScheduleA/SubstantialContributorsAmtGrp/CurrentTaxYearMinus4YearsAmt0125045
IRS990ScheduleA/SubstantialContributorsAmtGrp/TotalAmt0536179
IRS990ScheduleA/TaxRevLeviedOrgnztnlBnft509Grp/TotalAmt00
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY509Ind0X
IRS990ScheduleA/Total509Grp/CurrentTaxYearAmt0335534
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus1YearAmt0337356
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus2YearsAmt0337037
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus3YearsAmt0368936
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus4YearsAmt0346761
IRS990ScheduleA/Total509Grp/TotalAmt01725624
IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt01725704
IRS990/ScheduleBRequiredInd0false
IRS990ScheduleD/BuildingsGrp/BookValueAmt01806360
IRS990ScheduleD/BuildingsGrp/DepreciationAmt0122967
IRS990ScheduleD/BuildingsGrp/OtherCostOrOtherBasisAmt01929327
IRS990ScheduleD/LandGrp/BookValueAmt00
IRS990ScheduleD/LandGrp/InvestmentCostOrOtherBasisAmt00
IRS990ScheduleD/LeaseholdImprovementsGrp/BookValueAmt0381791
IRS990ScheduleD/LeaseholdImprovementsGrp/DepreciationAmt032546
IRS990ScheduleD/LeaseholdImprovementsGrp/OtherCostOrOtherBasisAmt0414337
IRS990ScheduleD/OtherAssetsOrgGrp/BookValueAmt0891612
IRS990ScheduleD/OtherAssetsOrgGrp/BookValueAmt136327
IRS990ScheduleD/OtherAssetsOrgGrp/Desc0Development Costs (in progress)
IRS990ScheduleD/OtherAssetsOrgGrp/Desc1Loan Fees
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt04250
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc0Tenant Deposits
IRS990ScheduleD/TotalBookValueLandBuildingsAmt02188151
IRS990ScheduleD/TotalBookValueOtherAssetsAmt0927939
IRS990ScheduleD/TotalLiabilityAmt04250
IRS990/ScheduleJRequiredInd0false
IRS990ScheduleL/BusTrInvolveInterestedPrsnGrp/NameOfInterested/PersonNm0Donna Smithey
IRS990ScheduleL/BusTrInvolveInterestedPrsnGrp/RelationshipDescriptionTxt0Officer
IRS990ScheduleL/BusTrInvolveInterestedPrsnGrp/SharingOfRevenuesInd0false
IRS990ScheduleL/BusTrInvolveInterestedPrsnGrp/TransactionAmt050000
IRS990ScheduleL/BusTrInvolveInterestedPrsnGrp/TransactionDesc0professional services
IRS990ScheduleL/LoansBtwnOrgInterestedPrsnGrp/BalanceDueAmt0105000
IRS990ScheduleL/LoansBtwnOrgInterestedPrsnGrp/BalanceDueAmt110000
IRS990ScheduleL/LoansBtwnOrgInterestedPrsnGrp/BalanceDueAmt25000
IRS990ScheduleL/LoansBtwnOrgInterestedPrsnGrp/BoardOrCommitteeApprovalInd0true
IRS990ScheduleL/LoansBtwnOrgInterestedPrsnGrp/BoardOrCommitteeApprovalInd1true
IRS990ScheduleL/LoansBtwnOrgInterestedPrsnGrp/BoardOrCommitteeApprovalInd2true
IRS990ScheduleL/LoansBtwnOrgInterestedPrsnGrp/DefaultInd0false
IRS990ScheduleL/LoansBtwnOrgInterestedPrsnGrp/DefaultInd1false
IRS990ScheduleL/LoansBtwnOrgInterestedPrsnGrp/DefaultInd2false
IRS990ScheduleL/LoansBtwnOrgInterestedPrsnGrp/LoanPurposeTxt0mortgage
IRS990ScheduleL/LoansBtwnOrgInterestedPrsnGrp/LoanPurposeTxt1mortgage
IRS990ScheduleL/LoansBtwnOrgInterestedPrsnGrp/LoanPurposeTxt2mortgage
IRS990ScheduleL/LoansBtwnOrgInterestedPrsnGrp/LoanToOrganizationInd0X
IRS990ScheduleL/LoansBtwnOrgInterestedPrsnGrp/LoanToOrganizationInd1X
IRS990ScheduleL/LoansBtwnOrgInterestedPrsnGrp/LoanToOrganizationInd2X
IRS990ScheduleL/LoansBtwnOrgInterestedPrsnGrp/OriginalPrincipalAmt0105000
IRS990ScheduleL/LoansBtwnOrgInterestedPrsnGrp/OriginalPrincipalAmt110000
IRS990ScheduleL/LoansBtwnOrgInterestedPrsnGrp/OriginalPrincipalAmt25000
IRS990ScheduleL/LoansBtwnOrgInterestedPrsnGrp/PersonNm0Kate Rannells
IRS990ScheduleL/LoansBtwnOrgInterestedPrsnGrp/PersonNm1Christian Cummings
IRS990ScheduleL/LoansBtwnOrgInterestedPrsnGrp/PersonNm2Linell Ragsdale
IRS990ScheduleL/LoansBtwnOrgInterestedPrsnGrp/RelationshipWithOrgTxt0Former Officer
IRS990ScheduleL/LoansBtwnOrgInterestedPrsnGrp/RelationshipWithOrgTxt1Officer
IRS990ScheduleL/LoansBtwnOrgInterestedPrsnGrp/RelationshipWithOrgTxt2Former Officer
IRS990ScheduleL/LoansBtwnOrgInterestedPrsnGrp/WrittenAgreementInd0true
IRS990ScheduleL/LoansBtwnOrgInterestedPrsnGrp/WrittenAgreementInd1true
IRS990ScheduleL/LoansBtwnOrgInterestedPrsnGrp/WrittenAgreementInd2true
IRS990ScheduleL/SupplementalInformationDetail/ExplanationTxt0The Officer/Interested Person is a real estate financial consultant who provides professional services to the organization at below-market rates. The interested person's compensation is based on approximately 20 hours per week of services. The organization is currently in the process of re-financing its mortgage and seeking financing for major capital improvements. The interested person has secured affordable housing bond funding for the organization in addition to negotiating with lenders and local authorities about development and construction matters.
IRS990ScheduleL/SupplementalInformationDetail/FormAndLineReferenceDesc0Part IV, Line 1
IRS990ScheduleL/TotalBalanceDueAmt0120000
IRS990/ScheduleORequiredInd0true
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0990 is reviewed by at least two designated representatives of the Board prior to filing
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1The organization does not have official Board committees.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Pt VI, Line 11b
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Pt VI, Line 8b
IRS990ScheduleR/IdDisregardedEntitiesGrp/DirectControllingEntityName/BusinessNameLine1Txt0SHADE
IRS990ScheduleR/IdDisregardedEntitiesGrp/DisregardedEntityName/BusinessNameLine1Txt0Shadetree Affordable Housing LP
IRS990ScheduleR/IdDisregardedEntitiesGrp/EndOfYearAssetsAmt02188151
IRS990ScheduleR/IdDisregardedEntitiesGrp/LegalDomicileStateCd0CA
IRS990ScheduleR/IdDisregardedEntitiesGrp/PrimaryActivitiesTxt0real estate development
IRS990ScheduleR/IdDisregardedEntitiesGrp/TotalIncomeAmt00

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Filings

Displayed year

2022 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$3,184,897
Liabilities
$3,933,521
Net assets
-$748,624
Revenue
$335,540
Expenses
$217,143
Net income
$118,397
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Facts available. Structured filing facts are available, but richer extracted sections are limited.$4.46$5.54$1.08$0.32$0.46$0.14
2023Detailed filing. Detailed filing data is available for this year.$3.95$4.87$0.92$0.32$0.28$0.05
2022Detailed filing. Detailed filing data is available for this year.$3.18$3.93$0.75$0.34$0.22$0.12
2021Detailed filing. Detailed filing data is available for this year.$3.03$3.84$0.82$0.34$1.26$0.93
2020Detailed filing. Detailed filing data is available for this year.$3.14$3.03$0.11$0.34$0.22$0.11
2019Detailed filing. Detailed filing data is available for this year.$2.94$2.95$0.01$0.37$0.34$0.03
2018Detailed filing. Detailed filing data is available for this year.$2.80$2.83$0.03$0.35$0.33$0.01
2017Detailed filing. Detailed filing data is available for this year.$2.78$2.83$0.05$0.14$0.19$0.05