Civic Intelligence

Cassidy Family Foundation Inc Bruce Cassidy

EIN 26-3900110 • Sarasota, FL

Pub. 78 Eligible
6801 Energy Court 201Sarasota, FL 34240
Siviq Scores

Precomputed percentiles relative to similar nonprofits. These scores are descriptive rather than judgmental.

Liabilities / Assets

32nd percentile

0.00x

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

$1M-$5M nonprofits • Source year 2024

Liabilities / Revenue

33rd percentile

0.00x

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

$1M-$5M nonprofits • Source year 2024

Net Margin

86th percentile

47%

Higher net margin than 86% of similar nonprofits.

$1M-$5M nonprofits • Source year 2024

Top Officer Pay

47th percentile

$0

Higher top officer pay than 47% of similar nonprofits.

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

$1M-$5M nonprofits • Source year 2024

Asset Growth

62nd percentile

6.4%

Faster asset growth than 62% of similar nonprofits.

$1M-$5M nonprofits • Annualized from 2023 to 2024

Revenue Growth

95th percentile

305%

Faster revenue growth than 95% of similar nonprofits.

$1M-$5M nonprofits • Annualized from 2023 to 2024

Balance Sheet
Liabilities / Assets32nd percentile

Assets

Up

$1,628,591

Up $97,998 (+6.4%) from 2023

Liabilities

Flat

$0

Flat from 2023

Net Assets

Up

$1,628,591

Up $97,998 (+6.4%) from 2023

Operations
Liabilities / Revenue33rd percentileNet Margin86th percentile

Revenue

Up

$209,925

Up $158,063 (+305%) from 2023

Expenses

Up

$111,927

Up $11,550 (+12%) from 2023

Net Income

Up

$97,998

Up $146,513 (+302%) from 2023

Trend Graphs

Balance Sheet Trend

Asset Growth62nd percentile

Grouped bars show assets, liabilities, and net assets across loaded filings.

$2.0M$1.5M$1.0M$500K$0Assets 2012: $1,072,354Liabilities 2012: $0Net Assets 2012: $1,072,3542012Assets 2013: $1,078,567Liabilities 2013: $0Net Assets 2013: $1,078,5672013Assets 2014: $1,094,865Liabilities 2014: $0Net Assets 2014: $1,094,8652014Assets 2015: $1,038,289Liabilities 2015: $0Net Assets 2015: $1,038,2892015Assets 2016: $1,073,404Liabilities 2016: $0Net Assets 2016: $1,073,4042016Assets 2017: $1,066,316Liabilities 2017: $0Net Assets 2017: $1,066,3162017Assets 2018: $1,074,435Liabilities 2018: $0Net Assets 2018: $1,074,4352018Assets 2020: $1,588,466Liabilities 2020: $0Net Assets 2020: $1,588,4662020Assets 2021: $1,529,934Liabilities 2021: $0Net Assets 2021: $1,529,9342021Assets 2022: $1,579,108Liabilities 2022: $0Net Assets 2022: $1,579,1082022Assets 2023: $1,530,593Liabilities 2023: $0Net Assets 2023: $1,530,5932023Assets 2024: $1,628,591Liabilities 2024: $0Net Assets 2024: $1,628,5912024

Highlighted filing

2024

Assets$1,628,591
Liabilities$0
Net Assets$1,628,591
Open 2024 Filing

Operations Trend

Revenue Growth95th percentile

Revenue, expenses, and net income by year, with the latest filing highlighted.

$1.0M$500K$0-$500KExpenses 2012: $69,6142012Revenue 2013: $76,919Expenses 2013: $70,185Net Income 2013: $6,7342013Revenue 2014: $90,036Expenses 2014: $78,923Net Income 2014: $11,1132014Revenue 2015: $27,384Expenses 2015: $83,960Net Income 2015: -$56,5762015Revenue 2016: $116,643Expenses 2016: $81,528Net Income 2016: $35,1152016Revenue 2017: $72,442Expenses 2017: $79,530Net Income 2017: -$7,0882017Revenue 2018: $99,938Expenses 2018: $91,819Net Income 2018: $8,1192018Revenue 2020: $913,697Expenses 2020: $321,253Net Income 2020: $592,4442020Revenue 2021: $21,661Expenses 2021: $80,193Net Income 2021: -$58,5322021Revenue 2022: $111,095Expenses 2022: $61,921Net Income 2022: $49,1742022Revenue 2023: $51,862Expenses 2023: $100,377Net Income 2023: -$48,5152023Revenue 2024: $209,925Expenses 2024: $111,927Net Income 2024: $97,9982024

Highlighted filing

2024

Revenue$209,925
Expenses$111,927
Net Income$97,998
Open 2024 Filing

Filings

Most recent year

2024 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$1,628,591
Liabilities
$0
Net assets
$1,628,591
Revenue
$209,925
Expenses
$111,927
Net income
$97,998
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$1.63$0.00$1.63$0.21$0.11$0.10
2023Detailed filing. Detailed filing data is available for this year.$1.53$0.00$1.53$0.05$0.10$0.05
2022Detailed filing. Detailed filing data is available for this year.$1.58$0.00$1.58$0.11$0.06$0.05
2021Detailed filing. Detailed filing data is available for this year.$1.53$0.00$1.53$0.02$0.08$0.06
2020Detailed filing. Detailed filing data is available for this year.$1.59$0.00$1.59$0.91$0.32$0.59
2018Detailed filing. Detailed filing data is available for this year.$1.07$0.00$1.07$0.10$0.09$0.01
2017Detailed filing. Detailed filing data is available for this year.$1.07$0.00$1.07$0.07$0.08$0.01
2016Detailed filing. Detailed filing data is available for this year.$1.07$0.00$1.07$0.12$0.08$0.04
2015Detailed filing. Detailed filing data is available for this year.$1.04$0.00$1.04$0.03$0.08$0.06
2014Detailed filing. Detailed filing data is available for this year.$1.09$0.00$1.09$0.09$0.08$0.01
2013Detailed filing. Detailed filing data is available for this year.$1.08$0.00$1.08$0.08$0.07$0.01
2012Detailed filing. Detailed filing data is available for this year.$1.07$0.00$1.07$0.07
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jan 1, 2024 to Dec 31, 2024
Signed
Nov 6, 2025
Return Version
2024v5.2
Compensation and Service Providers
Top Officer Pay47th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
BRUCE A CASSIDYPresident/Secretary/Director-$0--
CYNTHIA A CASSIDYVP/Director-$0--
BRUCE A CASSIDY JRDirector-$0--
SHERRY CASSIDYDirector-$0--
Filing and Contact Details

Filer

Filer Name
Concession Charities Inc
EIN
26-3900110
Phone
9416770010
Address
6801 ENERGY COURT 201, SARASOTA, FL 34240

Signing Officer

Name
Sherry Cassidy
Title
Director
Phone
9416770010
Signed
2025-11-06
Discuss with paid preparer
Yes

Preparer

Firm
Cri Advisors LLC
Address
1001 3RD AVENUE W STE 500, BRADENTON, FL 34205
Preparer
Garrett B Shinn CPA
Phone
9417470500
Raw XML Appendix326 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.

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IRS990PF/StatementsRegardingActyGrp/Form1120POLFiledInd00
IRS990PF/StatementsRegardingActyGrp/Form990PFFiledWithAttyGenInd01
IRS990PF/StatementsRegardingActyGrp/IndividualWithBooksNm0BRIAN C LAYMAN
IRS990PF/StatementsRegardingActyGrp/LegislativePoliticalActyInd00
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/AddressLine1Txt04481 MUNSON ST NW STE 301
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/CityNm0CANTON
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/StateAbbreviationCd0OH
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/ZIPCd044718
IRS990PF/StatementsRegardingActyGrp/MoreThan100SpentInd00
IRS990PF/StatementsRegardingActyGrp/NewSubstantialContributorsInd00
IRS990PF/StatementsRegardingActyGrp/OrganizationDissolvedEtcInd00
IRS990PF/StatementsRegardingActyGrp/OwnControlledEntityInd00
IRS990PF/StatementsRegardingActyGrp/PhoneNum03304938833
IRS990PF/StatementsRegardingActyGrp/PrivateOperatingFoundationInd00
IRS990PF/StatementsRegardingActyGrp/Section4955ManagersTaxAmt00
IRS990PF/StatementsRegardingActyGrp/Section4955OrganizationTaxAmt00
IRS990PF/StatementsRegardingActyGrp/Section508eRqrSatisfiedInd00
IRS990PF/StatementsRegardingActyGrp/TaxReimbursedAmt00
IRS990PF/StatementsRegardingActyGrp/UnrelatedBusIncmOverLimitInd00
IRS990PF/StatementsRegardingActyGrp/WebsiteAddressTxt0CONCESSIONCHARITIES.ORG
IRS990PF/SumOfProgramRelatedInvstGrp/TotalAmt00
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/FormAndInfoAndMaterialsTxt0GOOD ACADEMIC STANDING WITH A GPA OF 2.5 OR BETTER ON A 4 POINT SCALE, AN ESSAY - INFORMATION ABOUT CHALLENGES AND GOALS, DESCRIBING YOUR PERSONAL AND CAREER ASPIRATIONS, PAST/PRESENT CHALLENGES, CIRCUMSTANCES DESCRIBING WHY YOU DESERVE THIS RECOGNITION; STUDENT AID REPORTS; 2 LETTERS OF RECOMMENDATION FROM TEACHERS, COUNSELORS OR ADVISORS
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientPersonNm0BRUCE CASSIDY
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientPhoneNum09414054385
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientUSAddress/AddressLine1Txt0800 COW CAMP LANE
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientUSAddress/CityNm0SARASOTA
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientUSAddress/StateAbbreviationCd0FL
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientUSAddress/ZIPCd034240
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RestrictionsOnAwardsTxt0ELIGIBILITY IS BASED ON THE STUDENTS INTENT TO SEEK A BACHELORS DEGREE AT AN ACCREDITED FOUR YEAR INDEPENDENT EDUCATIONAL INSTITUTION.
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/SubmissionDeadlinesTxt0NO LATER THAN JUNE 30
IRS990PF/SupplementaryInformationGrp/ContributingManagerNm0BRUCE A CASSIDY
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt054931
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt135000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt0OPERATIONAL
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt1OPERATIONAL
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt0COMMUNITY FOUNDATION OF SARASOTA COUNTY
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt1GIRLS INC OF SARASOTA COUNTY
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt0PC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt1PC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt0NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt1NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt02635 FRUITVILLE ROAD
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt1201 S TUTTLE AVE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm0SARASOTA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm1SARASOTA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd0FL
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd1FL
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd034237
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd134237
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriApprvFutAmt00
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriPdDurYrAmt089931
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/LoansOrLoanGuaranteesInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PerformanceOfServicesEtcInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PurchaseOfAssetsNonchrtblEOInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/ReimbursementArrangementsInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RelationshipsNonchrtblEOInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RentalOfFacilitiesOthAssetsInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SalesOrExchangesOfAssetsInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SharingOfFacilitiesEtcInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOfCashToNonchrtblEOInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOtherAssetNonchrtblEOInd00
IRS990PF/UndistributedIncomeGrp/AppliedToCurrentYearAmt075133
IRS990PF/UndistributedIncomeGrp/AppliedToPriorYearsAmt00
IRS990PF/UndistributedIncomeGrp/AppliedToYear1Amt00
IRS990PF/UndistributedIncomeGrp/CorpusDistri170b1EOr4942g3Amt00
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt075133
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovAppCYAmt00
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr1Amt07975
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr4Amt066344
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovAppCYCorpusAmt00
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovFromYr5Amt00
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt091167
IRS990PF/UndistributedIncomeGrp/ExcessFromCurrentYearAmt016848
IRS990PF/UndistributedIncomeGrp/ExcessFromYear1Amt07975
IRS990PF/UndistributedIncomeGrp/ExcessFromYear4Amt066344
IRS990PF/UndistributedIncomeGrp/PriorYearDeficiencyOrTaxAmt00
IRS990PF/UndistributedIncomeGrp/PriorYearUndistributedIncmAmt00
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt091981
IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt016848
IRS990PF/UndistributedIncomeGrp/Taxable1Amt00
IRS990PF/UndistributedIncomeGrp/Taxable2Amt00
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt091167
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt074319
IRS990PF/UndistributedIncomeGrp/TotalForPriorYearsAmt00
IRS990PF/UndistributedIncomeGrp/TreatedAsDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomePYAmt00
LegalFeesSchedule/LegalFeesGrp/CategoryTxt0LEGAL FEES
LegalFeesSchedule/LegalFeesGrp/DisbursementsCharitablePrpsAmt0318
LegalFeesSchedule/LegalFeesGrp/LegalFeesAmt03175
LegalFeesSchedule/LegalFeesGrp/NetInvestmentIncomeAmt02857
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/Amt013521
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/CategoryTxt0TRUST FEES
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/DisbursementsCharitablePrpsAmt01352
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/NetInvestmentIncomeAmt012169
TaxesSchedule/TaxesDetail/Amt01471
TaxesSchedule/TaxesDetail/Amt129
TaxesSchedule/TaxesDetail/CategoryTxt0FEDERAL TAXES PAID
TaxesSchedule/TaxesDetail/CategoryTxt1FOREIGN TAXES PAID
TaxesSchedule/TaxesDetail/DisbursementsCharitablePrpsAmt00
TaxesSchedule/TaxesDetail/DisbursementsCharitablePrpsAmt10
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt00
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt10
ReturnHeader/BuildTS02025-03-06 01:10:19Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0SHERRY CASSIDY
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0DIRECTOR
ReturnHeader/BusinessOfficerGrp/PhoneNum09416770010
ReturnHeader/BusinessOfficerGrp/SignatureDt02025-11-06
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0CONCESSION CHARITIES INC
ReturnHeader/Filer/BusinessName/BusinessNameLine2Txt0BRUCE CASSIDY
ReturnHeader/Filer/BusinessNameControlTxt0CONC
ReturnHeader/Filer/EIN0263900110
ReturnHeader/Filer/PhoneNum09416770010
ReturnHeader/Filer/USAddress/AddressLine1Txt06801 ENERGY COURT 201
ReturnHeader/Filer/USAddress/CityNm0SARASOTA
ReturnHeader/Filer/USAddress/StateAbbreviationCd0FL
ReturnHeader/Filer/USAddress/ZIPCd034240
ReturnHeader/IRSResponsiblePrtyInfoCurrInd00
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0994625061
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0CRI ADVISORS LLC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt01001 3RD AVENUE W STE 500
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0BRADENTON
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0FL
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd034205
ReturnHeader/PreparerPersonGrp/PhoneNum09417470500
ReturnHeader/PreparerPersonGrp/PreparationDt02025-11-06
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0GARRETT B SHINN CPA
ReturnHeader/ReturnTs02025-11-12T08:05:28-06:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/TaxPeriodBeginDt02024-01-01
ReturnHeader/TaxPeriodEndDt02024-12-31
ReturnHeader/TaxYr02024

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