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.

501(c)(3) charity; gifts are tax-deductible.
78¢ of each $1 spent went to programs.
$43K paid to officers and key staff.
Mission: Form 990 Part I, line 1 · Status: IRS Pub. 78 · Programs: Part IX · Pay: Part VII

Before you give

FY2021 · Form 990Independent: from IRS data, not the org
Download 990
IRS status
501(c)(3)
not on the IRS revocation list
Looks good: listed by the IRS and not on the revocation list.
IRS BMF · Auto-Revocation List
Tax-deductible gifts
Yes
Donations are tax-deductible
Looks good: the IRS lists gifts to it as deductible.
IRS Pub. 78 · IRS BMF
Latest return
FY2025
latest Form 990
Looks good: the latest return is for FY2025, 1 tax year back; within 2 tax years.
IRS e-file · Filing history
Surplus or deficit
2 of 6
filings with a surplus
Average surplus $8K a year · 2% of revenue · last 6 filings
Worth a look: a surplus in 2 of the last 6 filings.
Pt I · Ln 19 · 6 filings
Spent on programs
78%
of spending
Looks good: 78% of spending went to programs; 75% or more.
Pt IX · Ln 25 · col B
Pay to officers and key staff
$43K
to officers and key staff · 18% of spending
Fine: pay to officers and key staff is 18% of spending; 15% to 20%.
Pt VII · Sec A
12 mo
of spending, in cash
Looks good: 12.4 months of spending in cash; 3 or more.
Pt X · Ln 1–2 · Pt I · Ln 18
Named funders
6
named funders · $141K
Looks good: 6 funders name it on their filings; 3 or more.
Funders’ Sch. I, 990-PF
Liabilities
$30K
12% of total assets
Looks good: liabilities are 12% of assets; 50% or less.
Pt X · Ln 26
Independent board members
7
of 8 voting members
Looks good: 7 of 8 voting members are independent, a majority.
Pt VI · Ln 1a–1b
Looks goodFineWorth a lookConcernNo data yetTap a box for the reason.
Revenue
$403K
+77% vs prior year
Spent
$233K
To programs
78%
Net assets
$211K
By yearFY2020–FY2025
Revenue
$403K
FY2021▲ +77%
Tap a bar for its year
Revenue by fiscal year
FY2020$228K
FY2021$403K
FY2022$316K
FY2023$404K
FY2024$412K
FY2025$405K
Expenses
$233K
FY2021▲ +27%
Tap a bar for its year
Expenses by fiscal year
FY2020$183K
FY2021$233K
FY2022$323K
FY2023$528K
FY2024$419K
FY2025$435K
Net assets
$211K
FY2021▲ +424%
Tap a bar for its year
Net assets by fiscal year
FY2020$40K
FY2021$211K
FY2022$204K
FY2023$80K
FY2024$72K
FY2025$42K

From the FY2021 Form 990 · see the original

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You’re viewing the FY2021 filing — not the latest on file. See the latest (FY2025) →

Is it real?

Yes. Exemption reinstated (2014-05-15). Per the IRS revocation list. Latest filing on record: FY2025. IRS ruling in Sep 2014.

IRS Pub. 78 · IRS Auto-Revocation List · IRS Business Master File

Where the money goes

78 cents of each dollar spent went to programs.

Program services 78% · $182K Management & general 16% · $38K Fundraising 5% · $12K

Form 990 Part IX, line 25, columns B–D. Every line is in By the numbers.

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Who runs it and what they're paid

9 people listed on the 990; $43K paid to officers and key staff.

Part VII, Section A · reportable compensation
President/Founding Director
$43,000Pt VII · Sec A
Treasurer
$0Pt VII · Sec A
Secretary
$0Pt VII · Sec A
Board Member
$0Pt VII · Sec A
Board Member
$0Pt VII · Sec A
Board Member
$0Pt VII · Sec A
Board Member
$0Pt VII · Sec A
Board Member
$0Pt VII · Sec A

Samantha Van Der Merwe’s $54K as President is at the 46th percentile of top reported officer pay among 1613 $100K–1M education nonprofits. Peer set: organizations in the same NTEE major field of work and revenue-size band, compared on each org’s own highest-paid officer/key-employee, from Form 990 Part VII / 990-PF Part VIII. Descriptive placement, not a verdict on whether the pay is appropriate.

Compensation history total reportable pay by year · 1 named individual · Part VII

NameFY2025FY2024FY2023FY2022FY2021FY2020
Samantha Van Der Merwe$54,309$53,500$53,500$50,000$43,000$30,769

Total reportable compensation (Form 990 Part VII column D / Schedule J column E) by filing year, matched by name within this organization. The Schedule J base / bonus / deferred breakdown is not parsed into this dataset.

See Shaking the Tree INC executive salaries →

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Questions the 990 asks

The form asks each of these directly. These are the filed answers.

  • Family or business ties among officersPt VI · Ln 2No
  • Top official's pay set by an independent reviewPt VI · Ln 15aYes

Programs and updates

Creates performances blending theatre and visual art.

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Provided by the organization

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1 program · $182K · in their own filed words · FY2021
01

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.

$182Kprogram expense

Funders

Who pays for it.

From grant filings on record. Receipts are incomplete: individual donors are never listed.

Grants

Schedule I · funders on record
Grants received · FY2024
See all 6 funders →

By the numbers

The FY2021 990, line by line.

1The main four
Money inPt VIII
$403K
Ln 12
Gifts and grantsLn 1h$389K
Fees for servicesLn 2g$14K
Investment incomeLn 3$5
Money outPt IX
$233K
Ln 25
Programscol B$182K
Managementcol C$38K
Fundraisingcol D$12K
Owns and owesPt X
$211K
net assets · Ln 32
Cash and savingsLn 1–2$240K
Total assetsLn 16$240K
LiabilitiesLn 26$30K
PeoplePt VI, VII
9
listed · VII A
PaidVII A1
Voting boardVI 1a8
IndependentVI 1b7
2In more detail
Revenue in detailPt VIII
Gifts and grantsLn 1h$389K
Government grantsLn 1e$172K
Fees for servicesLn 2g$14K
Investment incomeLn 3$5
Total revenueLn 12$403K
Assets in detailPt X, end of year
CashLn 1$220K
SavingsLn 2$20K
Cash and savings togetherLn 1–2$240K
Total assetsLn 16$240K
LiabilitiesLn 26$30K
Net assetsLn 32$211K
OperationsPt I, VI
EmployeesI 511
VolunteersI 68
Fiscal year endsHeaderDecember
Conflict-of-interest policyVI 12aYes
Whistleblower policyVI 13Yes
Records policyVI 14Yes
3Year over year
Balance sheet, start vs end of yearPt X · col A, B
LineStart FY21End FY21
Cash and savingsLn 1–2$87K$240K
Total assetsLn 16$87K$240K
LiabilitiesLn 26$47K$30K
Net assetsLn 32$40K$211K
4Every line
Statement of functional expensesPt IX · every line
LineTotalProgramsManagementFundraising
Pay of current officers, directors and key staffLn 5$43K$22K$11K$11K
Other salaries and wagesLn 7$51K$38K$13K
Payroll taxesLn 10$7K$4K$2K$893
Accounting feesLn 11c$1K$1K
Other fees for servicesLn 11g$47K$47K$345$172
Advertising and promotionLn 12$591$591
Office expensesLn 13$7K$454$6K
Information technologyLn 14$2K$2K
RoyaltiesLn 15$3K$3K
OccupancyLn 16$47K$47K
TravelLn 17$715$715
Conferences, conventions and meetingsLn 19$100$100
InsuranceLn 23$6K$4K$2K
Other expenses (24a–d)Ln 24$17K$17K$257$0
All other expensesLn 24e$526$526
Total functional expensesLn 25$233K$182K$38K$12K

Filing history

YearMoney inMoney outIn minus outNet assetsDownload
FY2025 Latest $405K$435K−$30K$42K 990 PDF
FY2024 $412K$419K−$8K$72K 990 PDF
FY2023 $404K$528K−$124K$80K 990 PDF
FY2022 $316K$323K−$7K$204K 990 PDF
FY2021 Viewing $403K$233K$171K$211K 990 PDF
FY2020 $228K$183K$45K$40K 990 PDF

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Schedules filed Part IV

III · Programs R · Related orgs G · Fundraising L · Interested persons I · Grants A · Public support O · Explanations
See the full FY2021 990 (6 parts)
Part I · Summary $403,055 revenue, 12 lines filed
I-8 Contributions and grantsPrior year $223,834$388,752
I-9 Program service revenuePrior year $4,349$14,298
I-10 Investment incomePrior year $7$5
I-11 Other revenuePrior year $66$0
I-12 Total revenuePrior year $228,256$403,055
I-13 Grants and similar amounts paidPrior year $657$0
I-14 Benefits paid to membersPrior year $0$0
I-15 Salaries and benefitsPrior year $82,272$100,931
I-16a Professional fundraising feesPrior year $0$0
I-17 Other expensesPrior year $100,182$131,584
I-18 Total expensesPrior year $183,111$232,515
I-19 Revenue less expensesPrior year $45,145$170,540
Part VI · Governance 7 of 8 board members independent, no flags
VI-1a Voting members of the governing body8
VI-1b Independent voting members7
VI-2 Family or business relationship among officers or directorsNo
VI-12a Written conflict of interest policyYes
VI-13 Written whistleblower policyYes
VI-14 Document retention and destruction policyYes
VI-15a Process for setting top official's payYes
Part VIII · Statement of revenue $403,055 across 6 lines filed
VIII-1e Government grants$172,053
VIII-1f All other contributions, gifts and grants$216,699
VIII-1h Total contributions, gifts and grants$388,752
VIII-2a-f Program service revenue, itemized rows (sum of 2a–2f as filed)Related to mission $14,298$14,298
VIII-3 Investment incomeExcluded from tax $5$5
VIII-12 Total revenueRelated to mission $14,298 · Unrelated business $0 · Excluded from tax $5$403,055
Part IX · Statement of functional expenses $232,515 across 15 lines filed
IX-5 Pay of current officers, directors and key staffPrograms $21,500 · Management $10,750 · Fundraising $10,750$43,000
IX-7 Other salaries and wagesPrograms $38,087 · Management $12,696$50,783
IX-10 Payroll taxesPrograms $4,468 · Management $1,787 · Fundraising $893$7,148
IX-11c Accounting feesManagement $1,300$1,300
IX-11g Other fees for servicesPrograms $46,524 · Management $345 · Fundraising $172$47,041
IX-12 Advertising and promotionFundraising $591$591
IX-13 Office expensesPrograms $454 · Management $6,426$6,880
IX-14 Information technologyManagement $2,177$2,177
IX-15 RoyaltiesPrograms $2,700$2,700
IX-16 OccupancyPrograms $46,576$46,576
IX-17 TravelPrograms $715$715
IX-19 Conferences, conventions and meetingsManagement $100$100
IX-23 InsurancePrograms $4,105 · Management $1,933$6,038
IX-24 Other expenses (24a–d)Programs $16,683 · Management $257 · Fundraising $0$16,940
IX-24e All other expensesPrograms $526$526
IX-25 Total functional expensesPrograms $182,338 · Management $37,771 · Fundraising $12,406$232,515
Part X · Balance sheet $240,410 assets, 9 lines filed
X-1 Cash, non-interest-bearingStart of year $66,934$220,393
X-2 Savings and temporary cash investmentsStart of year $20,012$20,017
X-16 Total assetsStart of year $86,946$240,410
X-17 Accounts payable and accrued expensesStart of year $1,448$5,182
X-25 Other liabilitiesStart of year $45,274$24,465
X-26 Total liabilitiesStart of year $46,722$29,647
X-27 Net assets without donor restrictionsStart of year $40,224$210,763
X-32 Total net assets or fund balancesStart of year $40,224$210,763
X-33 Total liabilities and net assetsStart of year $86,946$240,410
Part XI · Reconciliation of net assets $210,763 net assets at year end
XI-1 Total revenue$403,055
XI-2 Total expenses$232,515
XI-3 Revenue less expenses$170,540
XI-4 Net assets at start of year$40,224
XI-9 Other changes in net assets$0
XI-10 Net assets at end of year$210,763

Form 990 e-file (XML) FY2021 from the IRS · Classification, formation year and address from the IRS Business Master File

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