Shaking the Tree Inc (EIN 452697899) - Form 990 Financial Analysis & Trantor Score

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Financial Vulnerability Assessment (Tuckman-Chang)

4 risk indicators measuring financial stability and operational resilience

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Financial Trends

Organization Details

Formation Year

2014

Legal Domicile

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

TO MELD THE BOUNDARIES OF THEATRE AND VISUAL ART.

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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%)

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

Financial Distress Indicator

Liquidity & Cash Position

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

Governance

Voting Members

Independent Members

Employees

Volunteers

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

$53,500

Total Directors

$53,500

Key Employees

Highest Compensated

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

Shaking the Tree Inc