Civic Intelligence

Cassidy Family Foundation Inc Bruce Cassidy

990PF • Fiscal year 2021 • EIN 26-3900110

Jan 01, 2021 to Dec 31, 2021 • Filed on Oct 25, 2022

6801 Energy Court 201Sarasota, FL 34240

(941) 677-0010

Siviq Scores

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

Liabilities / Assets

31st percentile

0.00x

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

2021 filings • $1M-$5M nonprofits • Source year 2021

Liabilities / Revenue

30th percentile

0.00x

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

2021 filings • $1M-$5M nonprofits • Source year 2021

Net Margin

2nd percentile

-270%

Higher net margin than 2% of similar nonprofits.

2021 filings • $1M-$5M nonprofits • Source year 2021

Top Officer Pay

46th percentile

$0

Higher top officer pay than 46% of similar nonprofits.

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

2021 filings • $1M-$5M nonprofits • Source year 2021

Asset Growth

15th percentile

-3.7%

Faster asset growth than 15% of similar nonprofits.

2021 filings • $1M-$5M nonprofits • Annualized from 2020 to 2021

Revenue Growth

1st percentile

-98%

Faster revenue growth than 1% of similar nonprofits.

2021 filings • $1M-$5M nonprofits • Annualized from 2020 to 2021

Assets

Down

$1,529,934

Down $58,532 (-3.7%) from 2020

Net Assets

Down

$1,529,934

Down $58,532 (-3.7%) from 2020

Liabilities

Flat

$0

Flat from 2020

Revenue

Down

$21,661

Down $892,036 (-98%) from 2020

Expenses

Down

$80,193

Down $241,060 (-75%) from 2020

Net Income

Down

-$58,532

Down $650,976 (-110%) from 2020

Historical Trend

Balance Sheet Trend

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

$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

2021

Assets$1,529,934
Liabilities$0
Net Assets$1,529,934

Operations Trend

Revenue, expenses, and net income across loaded years, with this 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

2021

Revenue$21,661
Expenses$80,193
Net Income-$58,532
Jump To
Filing Snapshot
Filing Period
Jan 1, 2021 to Dec 31, 2021
Signed
Oct 25, 2022
Return Version
2021v4.2
Compensation and Service Providers

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
2022-10-25
Discuss with paid preparer
Yes

Preparer

Firm
Carr Riggs & Ingram LLC
Address
1001 3RD AVENUE W STE 500, BRADENTON, FL 34205
Preparer
Garrett B Shinn CPA
Phone
9417470500
Raw XML Appendix367 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/TaxReimbursedAmt00
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt02635 FRUITVILLE ROAD
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IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt0109264
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LegalFeesSchedule/LegalFeesGrp/LegalFeesAmt03511
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OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc0ADR FEES
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt034
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt0305
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OtherIncomeSchedule2/OtherIncomeDetail/Desc0OTHER INCOME
OtherIncomeSchedule2/OtherIncomeDetail/NetInvestmentIncomeAmt02353
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OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/AdjustedNetIncomeAmt00
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TaxesSchedule/TaxesDetail/AdjustedNetIncomeAmt00
TaxesSchedule/TaxesDetail/AdjustedNetIncomeAmt10
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TaxesSchedule/TaxesDetail/Amt11319
TaxesSchedule/TaxesDetail/CategoryTxt0FEDERAL TAXES PAID
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TaxesSchedule/TaxesDetail/DisbursementsCharitablePrpsAmt00
TaxesSchedule/TaxesDetail/DisbursementsCharitablePrpsAmt10
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt00
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt10
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/AuthenticationAssuranceLevelCd0AAL1
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ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/TrustedCustomerCd03
ReturnHeader/BuildTS02022-09-23 18:48:47Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0SHERRY CASSIDY
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0DIRECTOR
ReturnHeader/BusinessOfficerGrp/PhoneNum09416770010
ReturnHeader/BusinessOfficerGrp/SignatureDt02022-10-25
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
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ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0721396621
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0CARR RIGGS & INGRAM LLC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt01001 3RD AVENUE W STE 500
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ReturnHeader/PreparerPersonGrp/PhoneNum09417470500
ReturnHeader/PreparerPersonGrp/PreparationDt02022-10-21
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0GARRETT B SHINN CPA
ReturnHeader/ReturnTs02022-10-31T08:02:16-05:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0SHERRY
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0CASSIDY
ReturnHeader/TaxPeriodBeginDt02021-01-01
ReturnHeader/TaxPeriodEndDt02021-12-31
ReturnHeader/TaxYr02021

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