2020-06-04T19:04:31-05:00 2019-12-31 930623286 ALDRICH CPAS AND ADVISORS LLP 5665 SW MEADOWS RD SUITE 200 LAKE OSWEGO OR 97035 990 2019-01-01 452697899 SHAKING THE TREE INC SHAK 5032350635 823 SE GRANT ST PORTLAND OR 97214 SAMANTHA VAN DER MERWE PRESIDENT 5032350635 2020-06-02 1 ELSA A ROMERO P00485021 5036204489 2020-06-02 69.30.50.66 2020-06-02 10:21:43 PD P 200C14A4C1642EF3ABF725493CD0BA4EE178CDEC 7F1C63501926AD7C4AB05E5B1074075B0759250F 2019 2020-09-23 17:36:50Z SAMANTHA VAN DER MERWE 823 SE GRANT ST PORTLAND OR 97214 230308 0 X WWW.SHAKING-THE-TREE.COM X 2014 OR TO MELD THE BOUNDARIES OF THEATRE AND VISUAL ART. 9 8 5 22 0 0 90161 143700 53383 69370 17512 0 0 17238 161056 230308 0 0 0 0 32743 99705 0 0 10026 125162 144744 157905 244449 3151 -14141 5825 2253 3845 14414 1980 -12161 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. 0 0 204326 69370 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 2019, SHAKING THE TREE PRESENTED FIVE PRODUCTIONS AND EVENTS TO 2,653 MEMBERS OF THE PUBLIC, OFFERED YEAR ROUND DRAMA CLASSES TO 93 STUDENTS OF ALL AGES, RENTED THE THEATER TO EIGHT ARTS ORGANIZATIONS ALIGNED WITH ITS MISSION AND STARTED AN ARTIST IN RESIDENCY PROGRAM, HOSTING AT LEAST ONE ARTS GROUP IN THE CURRENT YEAR. 204326 1 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 1 0 0 0 0 0 0 0 0 0 0 0 0 0 1 25 0 1 5 1 0 0 0 0 0 0 0 0 0 0 0 0 X 9 8 0 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 1 1 0 OR X NATASHA STOCKEM 5032350635 823 SE GRANT ST PORTLAND OR 97214 SAMANTHA VAN DER MERWE PRESIDENT 40.00 X X 35769 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 GOKUL SURYADEVARA 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 35769 0 0 0 0 0 0 0 143700 143700 PERFORMANCE REVENUE 711110 45776 45776 EDUCATION 711110 23594 23594 69370 17238 0 17238 17238 17238 230308 69370 0 17238 X 35769 17885 8942 8942 57298 48640 8658 6638 4176 1660 802 54891 52734 1875 282 3173 3173 4628 1687 2941 3718 3718 46007 46007 50 50 30 30 886 886 1124 1124 PRODUCTION COSTS 14957 14957 0 PAINTING IMPROVEMENTS 8170 8170 0 ROYALTIES 3775 3775 0 MISCELLANEOUS 2407 2114 293 928 928 244449 204326 30097 10026 5825 2253 5825 2253 3845 5998 0 8416 3845 14414 X 1980 -12161 1980 -12161 5825 2253 -14141 0 X 0 0 0 X 112422 54716 63000 90161 143700 463999 75687 75978 82964 53382 69370 357381 188109 130694 145964 143543 213070 821380 70000 15000 15000 15000 24100 139100 0 70000 15000 15000 15000 24100 139100 682280 17512 17238 34750 17512 17238 34750 188109 130694 145964 161055 230308 856130 0.79690 0.04060 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED SAMANTHA VAN DER MERWE ASSIST ORGANIZATION WITH CASH FLOW X 8416 8416 0 1 0 8416 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 PROFESSIONAL FEES: PROGRAM SERVICE EXPENSES 0. MANAGEMENT AND GENERAL EXPENSES 1,311. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 1,311. INDEPENDENT CONTRACTORS: PROGRAM SERVICE EXPENSES 51,324. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 51,324. PAYROLL FEES: PROGRAM SERVICE EXPENSES 1,410. MANAGEMENT AND GENERAL EXPENSES 564. FUNDRAISING EXPENSES 282. TOTAL EXPENSES 2,256.