Civic Intelligence

The Aaron Shearer Foundation

990EZ • Fiscal year 2019 • EIN 26-4067559

Jan 01, 2019 to Dec 31, 2019 • Filed on May 13, 2020

1330 Rose CirclePittsburgh, PA 15241-3522

(412) 638-7919

Siviq Scores

Precomputed percentiles for this filing year versus similar nonprofits in the same peer cohort.

Liabilities / Assets

57th percentile

0.00x

Tied with the lowest-debt nonprofits in its peer group.

2019 filings • 501(c)3 • <$500k nonprofits • Source year 2019

Liabilities / Revenue

57th percentile

0.00x

Tied with the lowest-debt nonprofits in its peer group.

2019 filings • 501(c)3 • <$500k nonprofits • Source year 2019

Net Margin

3rd percentile

-185%

Higher net margin than 3% of similar nonprofits.

2019 filings • 501(c)3 • <$500k nonprofits • Source year 2019

Top Officer Pay

77th percentile

$0

Higher top officer pay than 77% of similar nonprofits.

Top officer pay equals 0.0% of source-year revenue.

2019 filings • 501(c)3 • <$500k nonprofits • Source year 2019

Asset Growth

27th percentile

-12%

Faster asset growth than 27% of similar nonprofits.

2019 filings • 501(c)3 • <$500k nonprofits • Annualized from 2018 to 2019

Revenue Growth

15th percentile

-34%

Faster revenue growth than 15% of similar nonprofits.

2019 filings • 501(c)3 • <$500k nonprofits • Annualized from 2018 to 2019

Assets

Down

$248,169

Down $33,638 (-12%) from 2018

Net Assets

Down

$248,169

Down $33,638 (-12%) from 2018

Liabilities

Flat

$0

Flat from 2018

Revenue

Down

$20,031

Down $10,276 (-34%) from 2018

Expenses

Up

$57,153

Up $10,221 (+22%) from 2018

Net Income

Down

-$37,122

Down $20,497 (-123%) from 2018

Historical Trend

Balance Sheet Trend

The highlighted filing sits inside the broader history for assets, liabilities, and net assets.

$300K$200K$100K$0Assets 2018: $281,807Liabilities 2018: $0Net Assets 2018: $281,8072018Assets 2019: $248,169Liabilities 2019: $0Net Assets 2019: $248,1692019Assets 2020: $242,314Liabilities 2020: $0Net Assets 2020: $242,3142020Assets 2021: $240,406Liabilities 2021: $0Net Assets 2021: $240,4062021Assets 2022: $183,373Liabilities 2022: $0Net Assets 2022: $183,3732022Assets 2023: $196,664Liabilities 2023: $27,629Net Assets 2023: $169,0352023Assets 2024: $187,352Liabilities 2024: $25,876Net Assets 2024: $161,4762024

Highlighted filing

2019

Assets$248,169
Liabilities$0
Net Assets$248,169

Operations Trend

Revenue, expenses, and net income across loaded years, with this filing highlighted.

$100K$50K$0-$50KRevenue 2018: $30,307Expenses 2018: $46,932Net Income 2018: -$16,6252018Revenue 2019: $20,031Expenses 2019: $57,153Net Income 2019: -$37,1222019Revenue 2020: $26,194Expenses 2020: $32,680Net Income 2020: -$6,4862020Revenue 2021: $27,492Expenses 2021: $40,918Net Income 2021: -$13,4262021Revenue 2022: $23,478Expenses 2022: $47,761Net Income 2022: -$24,2832022Revenue 2023: $30,154Expenses 2023: $41,650Net Income 2023: -$11,4962023Revenue 2024: $36,001Expenses 2024: $42,458Net Income 2024: -$6,4572024

Highlighted filing

2019

Revenue$20,031
Expenses$57,153
Net Income-$37,122
Jump To
Filing Snapshot
Filing Period
Jan 1, 2019 to Dec 31, 2019
Signed
May 13, 2020
Return Version
2019v5.1
Gross Receipts
$85,828
Mission and Program Overview

Mission

Advance education of classical guitar

Program Services

DescriptionGrantsExpenses
A guitar education festival was held to promote the foundation. Tickets were sold to participants to cover the costs of rent, food and other expenses.--
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
Thomas J KiktaVice PresidentPT$0--
Fundraising, Events, and Gaming

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
1----
Filing and Contact Details

Filer

Filer Name
The Aaron Shearer Foundation
EIN
26-4067559
Address
1330 ROSE CIRCLE, Pittsburgh, PA 15241-3522

Signing Officer

Name
Thomas J Kikta
Title
Vice President
Phone
4126387919
Signed
2020-05-13
Discuss with paid preparer
No

Preparer

Firm
Marlin Financial Services Inc
Address
20575 CENTER RIDGE ROAD, Rocky River, OH 44116
Preparer
Lester E Kean
Phone
4403335603
Supplemental Narrative

Additional Explanations

Description of other expenses Part I line 16

Description AmountAdvertising 2,074Bank fees 23Broker fees for investment account 2,011Donations 500Internet costs 1,430Office supplies 500Travel costs 4,000

Other changes in net assets or fund balances Part I line 20

Description AmountInvestment account market value inc 3,484

Raw XML Appendix153 raw XML fields

This appendix keeps the raw XML leaves available for debugging and edge-case review. The human report above is the primary experience.

Path#Value
CompensationExplanation/CompensationExplanationGrp/PersonNm0Thomas J Kikta
CompensationExplanation/CompensationExplanationGrp/ShortExplanationTxt0Work performed to organize and conduct festival training session and to promote and oversee Foundation website and internet sales of books and music as well as general administration of all activites.
IRS990EZ/ActivitiesNotPreviouslyRptInd0false
IRS990EZ/BooksInCareOfDetail/PersonNm0Thomas J Kikta
IRS990EZ/BooksInCareOfDetail/PhoneNum04126387919
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt01330 Rose Circle
IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0Pittsburgh
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0PA
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd0152413522
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt0281807
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt0248169
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd0false
IRS990EZ/ContributionsGiftsGrantsEtcAmt015145
IRS990EZ/CostOfGoodsSoldAmt013930
IRS990EZ/DonorAdvisedFndsInd0false
IRS990EZ/EngagedInExcessBenefitTransInd0false
IRS990EZ/ExcessOrDeficitForYearAmt0-37122
IRS990EZ/FeesAndOtherPymtToIndCntrctAmt0500
IRS990EZ/FiledScheduleAInd0true
IRS990EZ/ForeignFinancialAccountInd0false
IRS990EZ/ForeignOfficeInd0false
IRS990EZ/Form1120PolFiledInd0false
IRS990EZ/Form990TotalAssetsGrp/BOYAmt0281807
IRS990EZ/Form990TotalAssetsGrp/EOYAmt0248169
IRS990EZ/FundraisingGrossIncomeAmt035685
IRS990EZ/GrossProfitLossSlsOfInvntryAmt01554
IRS990EZ/GrossReceiptsAmt085828
IRS990EZ/GrossSalesOfInventoryAmt015484
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/InvestmentIncomeAmt010875
IRS990EZ/LandAndBuildingsGrp/BOYAmt00
IRS990EZ/LandAndBuildingsGrp/EOYAmt00
IRS990EZ/LobbyingActivitiesInd0false
IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MethodOfAccountingCashInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt0281807
IRS990EZ/NetAssetsOrFundBalancesEOYAmt0248169
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt0281807
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt0248169
IRS990EZ/OccupancyRentUtltsAndMaintAmt016115
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt010.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0Thomas J Kikta
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0Vice President
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherAssetsTotalDetail/BOYAmt00
IRS990EZ/OtherAssetsTotalDetail/EOYAmt00
IRS990EZ/OtherChangesInNetAssetsAmt03484
IRS990EZ/OtherExpensesTotalAmt010538
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0Advance education of classical guitar
IRS990EZ/ProgramServiceRevenueAmt08639
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0A guitar education festival was held to promote the foundation. Tickets were sold to participants to cover the costs of rent, food and other expenses.
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/SalariesOtherCompEmplBnftAmt030000
IRS990EZ/SchoolOperatingInd0false
IRS990EZ/SpecialEventsDirectExpensesAmt051867
IRS990EZ/SpecialEventsNetIncomeLossAmt0-16182
IRS990EZ/StatesWhereCopyOfReturnIsFldCd0PA
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/SumOfTotalLiabilitiesGrp/BOYAmt00
IRS990EZ/SumOfTotalLiabilitiesGrp/EOYAmt00
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TotalExpensesAmt057153
IRS990EZ/TotalProgramServiceExpensesAmt00
IRS990EZ/TotalRevenueAmt020031
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990EZ/WebsiteAddressTxt0WWW.AARONSHEARERFOUNDATION.ORG
IRS990ScheduleA/First5Years170Ind0X
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearAmt015145
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus1YearAmt017742
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus2YearsAmt09545
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus3YearsAmt01000
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus4YearsAmt0500
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/TotalAmt043932
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearAmt07332
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus1YearAmt07098
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus2YearsAmt05158
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus3YearsAmt03365
IRS990ScheduleA/GrossInvestmentIncome170Grp/TotalAmt022953
IRS990ScheduleA/OtherIncome170Grp/CurrentTaxYearAmt011204
IRS990ScheduleA/OtherIncome170Grp/CurrentTaxYearMinus3YearsAmt0165
IRS990ScheduleA/OtherIncome170Grp/TotalAmt011369
IRS990ScheduleA/PublicOrganization170Ind0X
IRS990ScheduleA/PublicSupportTotal170Amt04997
IRS990ScheduleA/SubstantialContributorsTotAmt038935
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearAmt015145
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus1YearAmt017742
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus2YearsAmt09545
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus3YearsAmt01000
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus4YearsAmt0500
IRS990ScheduleA/TotalCalendarYear170Grp/TotalAmt043932
IRS990ScheduleA/TotalSupportAmt078254
IRS990ScheduleB/ContributorInformationGrp/ContributorBusinessName/BusinessNameLine10RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorNum0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine10RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine20RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/City0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/State0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/ZIPCode0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/TotalContributionsAmt0RESTRICTED
IRS990ScheduleG/AgrmtProfFundraisingActyInd0false
IRS990ScheduleG/AllStatesCd0All States
IRS990ScheduleG/FundraisingEventInformationGrp/Event1Nm01
IRS990ScheduleG/SpecialFundraisingEventsInd0X
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0Description AmountAdvertising 2,074Bank fees 23Broker fees for investment account 2,011Donations 500Internet costs 1,430Office supplies 500Travel costs 4,000
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1Description AmountInvestment account market value inc 3,484
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Description of other expenses Part I line 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Other changes in net assets or fund balances Part I line 20
ReturnHeader/BuildTS02021-01-29 14:40:06Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0false
ReturnHeader/BusinessOfficerGrp/PersonNm0Thomas J Kikta
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0Vice President
ReturnHeader/BusinessOfficerGrp/PhoneNum04126387919
ReturnHeader/BusinessOfficerGrp/SignatureDt02020-05-13
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0THE AARON SHEARER FOUNDATION
ReturnHeader/Filer/BusinessNameControlTxt0AARO
ReturnHeader/Filer/EIN0264067559
ReturnHeader/Filer/USAddress/AddressLine1Txt01330 ROSE CIRCLE
ReturnHeader/Filer/USAddress/CityNm0Pittsburgh
ReturnHeader/Filer/USAddress/StateAbbreviationCd0PA
ReturnHeader/Filer/USAddress/ZIPCd0152413522
ReturnHeader/FilingSecurityInformation/AtSubmissionCreationDeviceId0ABEA5B73A0CE269D56B949840771F7A409037E38
ReturnHeader/FilingSecurityInformation/AtSubmissionFilingDeviceId0ABEA5B73A0CE269D56B949840771F7A409037E38
ReturnHeader/FilingSecurityInformation/FederalOriginalSubmissionId0344630202016851untfp
ReturnHeader/FilingSecurityInformation/FederalOriginalSubmissionIdDt02020-06-16
ReturnHeader/FilingSecurityInformation/FilingLicenseTypeCd0P
ReturnHeader/FilingSecurityInformation/IPAddress/IPv4AddressTxt0107.143.105.217
ReturnHeader/FilingSecurityInformation/IPDt02020-06-16
ReturnHeader/FilingSecurityInformation/IPTm018:09:13
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0341312970
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0MARLIN FINANCIAL SERVICES INC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt020575 CENTER RIDGE ROAD
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0Rocky River
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0OH
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd044116
ReturnHeader/PreparerPersonGrp/PhoneNum04403335603
ReturnHeader/PreparerPersonGrp/PreparationDt02020-06-15
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0LESTER E KEAN
ReturnHeader/ReturnTs02020-06-15T17:04:33-04:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02019-01-01
ReturnHeader/TaxPeriodEndDt02019-12-31
ReturnHeader/TaxYr02019

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Filings