2021-04-30T17:37:53-05:00 2020-12-31 930623286 ALDRICH CPAS AND ADVISORS LLP 5665 SW MEADOWS RD SUITE 200 LAKE OSWEGO OR 97035 990 2020-01-01 452697899 SHAKING THE TREE INC SHAK 5032350635 823 SE GRANT ST PORTLAND OR 97214 SAMANTHA VAN DER MERWE PRESIDENT 5032350635 2021-04-09 1 SAMANTHA VAN DER MERWE 999009999 ELSA A ROMERO P00485021 5036204489 2021-04-09 2 AAL1 IAL1 2020 2022-09-23 18:48:47Z SAMANTHA VAN DER MERWE 823 SE GRANT ST PORTLAND OR 97214 228256 0 X WWW.SHAKING-THE-TREE.COM X 2014 OR TO MELD THE BOUNDARIES OF THEATRE AND VISUAL ART. 8 7 5 7 0 0 143700 223834 69370 4349 0 7 17238 66 230308 228256 0 657 0 0 99705 82272 0 0 9428 144744 100182 244449 183111 -14141 45145 2253 86946 14414 46722 -12161 40224 X 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 GROUNDBREAKING THEATRICALITY TO ALLOW AUDIENCES TO EXPERIENCE A DEEPER, MORE ACTIVE CONNECTION TO THE WORK. 1 0 144604 657 4349 SHAKING THE TREE USES INNOVATIVE WAYS TO INHABIT SPACE, AND POSITIONS ITSELF AT THE INTERSECTION OF INNOVATION, ACTIVISM AND GROUNDBREAKING THEATRICALITY TO ALLOW AUDIENCES TO EXPERIENCE A DEEPER, MORE ACTIVE CONNECTION TO THE WORK. IN 2020, SHAKING THE TREE PRESENTED FIVE PRODUCTIONS AND EVENTS TO AN ESTIMATED 869 MEMBERS OF THE PUBLIC. 144604 1 1 0 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 4 0 1 5 1 0 0 0 0 0 0 0 0 0 0 0 0 X 8 7 0 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 1 1 0 OR X SAMANTHA VAN DER MERWE 5032350635 823 SE GRANT ST PORTLAND OR 97214 SAMANTHA VAN DER MERWE PRESIDENT 40.00 X X 30769 0 0 SCOTT WIGGERS TREASURER 1.00 X X 0 0 0 JESSIE JONAS SECRETARY 1.00 X X 0 0 0 DOROTHY DAVIS BOARD MEMBER 1.00 X 0 0 0 KERRY ERDENBERGER BOARD MEMBER 1.00 X 0 0 0 REBECCA HARRISON BOARD MEMBER 1.00 X 0 0 0 PANCHO SAVERY BOARD MEMBER 1.00 X 0 0 0 BELINDA GREEN BOARD MEMBER 1.00 X 0 0 0 30769 0 0 0 0 0 0 0 61703 162131 223834 EDUCATION 711110 3773 3773 PERFORMANCE REVENUE 711110 576 576 4349 7 7 66 0 66 66 66 228256 4349 0 73 X 657 657 30769 15385 7692 7692 45923 35078 10845 5580 3487 1395 698 2525 2525 22219 21756 309 154 884 884 3318 1271 2047 992 992 1000 1000 52205 52205 544 544 219 219 2121 2121 PRODUCTION COSTS 6311 6311 0 0 REPAIRS & MAINTENANCE 5285 5285 0 0 MISCELLANEOUS 1482 1092 390 0 DUES & SUBSCRIPTIONS 1077 1077 0 0 183111 144604 29079 9428 2253 66934 0 20012 2253 86946 5998 1448 8416 0 0 45274 14414 46722 X -12161 40224 -12161 40224 2253 86946 45145 7240 0 X 0 0 0 X 54716 63000 90161 143700 223834 575411 75978 82964 53382 69370 4349 286043 130694 145964 143543 213070 228183 861454 15000 15000 15000 24100 15000 84100 0 15000 15000 15000 24100 15000 84100 777354 17512 17238 73 34823 17512 17238 73 34823 130694 145964 161055 230308 228256 896277 0.86730 0.79690 0.03890 0.04060 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 0 EIDL AND PPP LOAN 45274 45274 FORM 990, PART III, LINE 2 DUE TO COVID-19, ALL OF OUR IN-PERSON PROGRAMMING (PERFORMANCES, CLASSES, WORKSHOPS & RESIDENCIES) HAD TO BE CANCELLED. WE PIVOTED FAIRLY QUICKLY BY PRODUCING ONLINE PROGRAMMING AND MADE OUR SPACE AVAILABLE TO THE COMMUNITY DURING THE SUMMER PROTESTS. FORM 990, PART VI, SECTION B, LINE 11B AFTER THE FORM 990 IS COMPLETE IT IS MADE AVAILABLE AT SHAKING THE TREE'S NEXT BOARD MEETING FOR REVIEW. IT IS APPROVED IN A BOARD-WIDE VOTE. FORM 990, PART VI, SECTION B, LINE 12C WHEN A POSSIBLE CONFLICT OF INTEREST COMES UP IT IS DISCUSSED AT A BOARD MEETING, AND THE PERSON ASSOCIATED WITH THE CONFLICT IS RECUSED FROM THE BOARD'S DECISION-MAKING PROCESS. FORM 990, PART VI, SECTION B, LINE 15 THE BOARD WILL OBTAIN RESEARCH AND INFORMATION, SUCH AS THE COMPENSATION LEVELS AND BENEFITS FOR SIMILARLY QUALIFIED INDIVIDUALS IN COMPARABLE POSITIONS AT SIMILAR ORGANIZATIONS, IN ORDER TO MAKE A DECISION FOR THE COMPENSATION (SALARY AND BENEFITS) OF THE EXECUTIVE DIRECTOR (AND OTHER HIGHLY COMPENSATED EMPLOYEES OR CONSULTANTS). THIS DATA MAY INCLUDE THE FOLLOWING: 1.SALARY AND BENEFIT COMPENSATION STUDIES BY INDEPENDENT SOURCES; 2.WRITTEN JOB OFFERS FOR POSITIONS AT SIMILAR ORGANIZATIONS; 3.DOCUMENTED TELEPHONE CALLS ABOUT SIMILAR POSITIONS AT BOTH NONPROFIT AND FOR-PROFIT ORGANIZATIONS; AND 4.INFORMATION OBTAINED FROM THE IRS FORM 990 FILINGS OF SIMILAR ORGANIZATIONS. TO APPROVE THE COMPENSATION FOR THE EXECUTIVE DIRECTOR (AND OTHER HIGHLY COMPENSATED EMPLOYEES AND CONSULTANTS) THE BOARD MUST DOCUMENT HOW IT REACHED ITS DECISIONS, INCLUDING THE DATA ON WHICH IT RELIED, IN MINUTES OF THE MEETING DURING WHICH THE COMPENSATION WAS APPROVED. FORM 990, PART VI, SECTION C, LINE 18 WHEN A REQUEST IS MADE TO VIEW FORM 1023 AND FORM 990, ONE OF OUR STAFF MEMBERS WILL SEND A PDF VERSION VIA EMAIL, OR INVITE THE INDIVIDUAL TO VIEW THE FORM(S) AT OUR THEATRE. FORM 990, PART VI, SECTION C, LINE 19 ALL OUR GOVERNING DOCUMENTS AND POLICIES ARE LOCATED IN A GOOGLE FOLDER FOR PUBLIC VIEWING (UPON REQUEST). OUR POLICIES ARE ALSO SHARED WITH ALL NEW BOARD MEMBERS, EMPLOYEES, AND INDEPENDENT CONTRACTORS. FORM 990, PART IX, LINE 11G INDEPENDENT CONTRACTORS: PROGRAM SERVICE EXPENSES 20,985. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 20,985. PAYROLL FEES: PROGRAM SERVICE EXPENSES 771. MANAGEMENT AND GENERAL EXPENSES 309. FUNDRAISING EXPENSES 154. TOTAL EXPENSES 1,234.