Shaking the Tree Inc

EIN: 452697899 501(c)(3) Education

Portland, OR

Total Revenue
$411,841
Total Expenses
$419,449
Total Assets
$98,340
Net Assets
$72,258
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Financial Vulnerability Assessment (Tuckman-Chang)

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Financial Trends

Organization Details

Formation Year
2014
Legal Domicile
OR
Principal Officer
SAMANTHA VAN DER MERWE
Phone
5032350635
Tax Period
2024-01-01 to 2024-12-31

Shaking the Tree Inc, founded in 2014, is a small nonprofit in the Education sector that reported $412K in total revenue in fiscal year 2024.

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.

Program Service Accomplishments

Program 1
Expenses: $339,876 Revenue: $51,751

IN 2024, SHAKING THE TREE PRESENTED 1 LIVE PRODUCTION, A FALL FESTIVAL OF 6 PLAYS, A SUMMER FESTIVAL, 3 PERFORMANCE RESIDENCIES AND 3 VISUAL ARTIST RESIDENCIES, TO AN ESTIMATED 1,281 MEMBERS OF THE...

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IN 2024, SHAKING THE TREE PRESENTED 1 LIVE PRODUCTION, A FALL FESTIVAL OF 6 PLAYS, A SUMMER FESTIVAL, 3 PERFORMANCE RESIDENCIES AND 3 VISUAL ARTIST RESIDENCIES, TO AN ESTIMATED 1,281 MEMBERS OF THE PUBLIC, AND 11 WORKSHOPS SERVING 170 MEMBERS OF THE PUBLIC.

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Trantor Score

Financial Health Score (300–850) · Liquidity · Solvency · Sustainability · Efficiency

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Liquidity (40%) • Solvency (30%) • Sustainability (20%) • Efficiency (10%)

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Financial Overview (2024)

Revenue Breakdown

Contributions & Grants $327,500
Program Service Revenue $51,751
Investment Income $121
Other Revenue $32,469
TOTAL REVENUE $411,841

Expense Breakdown

Grants Paid $0
Salaries & Benefits $163,908
Fundraising Expenses $22,206
Program Expenses $339,876
Other Expenses $255,541
TOTAL EXPENSES $419,449

Year-over-Year Comparison

2024 2023 Change
Revenue $411,841 $403,550 +0.0%
Expenses $419,449 $527,593 -0.2%
Net Income $-7,608 $-124,043 -0.9%
Key Indicators
Grants to Organizations Grants to Individuals Lobbying Political Activity Foreign Activities Donor Advised Fund Schedule B Required
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Financial Health Indicators

Comprehensive financial analysis: Altman Z-Score, liquidity, solvency, sustainability, efficiency, and growth metrics

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Liquidity & Cash Position

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Altman Z-Score • Liquidity Ratios • Solvency Analysis • Growth Indicators • Efficiency Metrics

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Governance

Voting Members
8
Independent Members
7
Employees
11
Volunteers
7

Governance Policies

Conflict of Interest Policy
Whistleblower Policy
Document Retention Policy

Special Practices & Reported Activities

Operated a School
Operated a Hospital
Provided First Class Travel
Reported Conflict of Interest
Reported Asset Diversion
Excess Benefit Transaction
Made Political Expenditures
Engaged in Lobbying
Operated Donor Advised Fund
Maintained Art Collections
Filed Form 720

Compensation of Officers, Directors & Key Employees

Total Officers
3
$53,500
Total Directors
8
$53,500
Key Employees
0
$0
Highest Compensated
0
reported
Name Title Hours/Week Role Reportable Comp Other Comp Total
SAMANTHA VAN DER MERWE President 40.00
Officer Director
$53,500 $0 $53,500
SCOTT WIGGERS Treasurer 1.00
Officer Director
$0 $0 $0
JESSIE JONAS Secretary 1.00
Officer Director
$0 $0 $0
DOROTHY DAVIS Director 1.00
Director
$0 $0 $0
KERRY ERDENBERGER Director 1.00
Director
$0 $0 $0
BELINDA GREEN Director 1.00
Director
$0 $0 $0
REBECCA HARRISON Director 1.00
Director
$0 $0 $0
MICHELLE RUIZ KEIL Director 1.00
Director
$0 $0 $0
Note: Compensation data is self-reported by the organization on their Form 990. "Reportable Comp" includes salary, bonuses, and other reportable compensation from the organization and related organizations. "Other Comp" includes benefits, deferred compensation, and non-taxable benefits.

Historical Data

Year Revenue Expenses Assets Net Income
2024 $411,841 $419,449 $98,340 $-7,608
2023 $403,550 $527,593 $106,477 $-124,043
2022 $315,985 $322,839 $229,912 $-6,854
2021 $403,055 $232,515 $240,410 $170,540
2020 $228,256 $183,111 $86,946 $45,145
2019 $230,308 $244,449 $2,253 $-14,141
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