Civic Intelligence

Cassidy Family Foundation Inc Bruce Cassidy

990PF • Fiscal year 2023 • EIN 26-3900110

Jan 01, 2023 to Dec 31, 2023 • Filed on Jun 12, 2024

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.

2023 filings • $1M-$5M nonprofits • Source year 2023

Liabilities / Revenue

29th percentile

0.00x

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

2023 filings • $1M-$5M nonprofits • Source year 2023

Net Margin

8th percentile

-94%

Higher net margin than 8% of similar nonprofits.

2023 filings • $1M-$5M nonprofits • Source year 2023

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.

2023 filings • $1M-$5M nonprofits • Source year 2023

Asset Growth

28th percentile

-3.1%

Faster asset growth than 28% of similar nonprofits.

2023 filings • $1M-$5M nonprofits • Annualized from 2022 to 2023

Revenue Growth

8th percentile

-53%

Faster revenue growth than 8% of similar nonprofits.

2023 filings • $1M-$5M nonprofits • Annualized from 2022 to 2023

Assets

Down

$1,530,593

Down $48,515 (-3.1%) from 2022

Net Assets

Down

$1,530,593

Down $48,515 (-3.1%) from 2022

Liabilities

Flat

$0

Flat from 2022

Revenue

Down

$51,862

Down $59,233 (-53%) from 2022

Expenses

Up

$100,377

Up $38,456 (+62%) from 2022

Net Income

Down

-$48,515

Down $97,689 (-199%) from 2022

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

2023

Assets$1,530,593
Liabilities$0
Net Assets$1,530,593

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

2023

Revenue$51,862
Expenses$100,377
Net Income-$48,515
Jump To
Filing Snapshot
Filing Period
Jan 1, 2023 to Dec 31, 2023
Signed
Jun 12, 2024
Return Version
2023v5.0
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
2024-06-12
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 Appendix330 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/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/Amt082500
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt0OPERATIONAL
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt0COMMUNITY FOUNDATION OF SARASOTA COUNTY
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt0PC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt0NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt02635 FRUITVILLE ROAD
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm0SARASOTA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd0FL
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd034237
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriApprvFutAmt00
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriPdDurYrAmt082500
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/AppliedToCurrentYearAmt076179
IRS990PF/UndistributedIncomeGrp/AppliedToPriorYearsAmt00
IRS990PF/UndistributedIncomeGrp/AppliedToYear1Amt00
IRS990PF/UndistributedIncomeGrp/CorpusDistri170b1EOr4942g3Amt00
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt076179
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovAppCYAmt00
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr3Amt066344
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovAppCYCorpusAmt00
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovFromYr5Amt00
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt074319
IRS990PF/UndistributedIncomeGrp/ExcessFromCurrentYearAmt07975
IRS990PF/UndistributedIncomeGrp/ExcessFromYear3Amt066344
IRS990PF/UndistributedIncomeGrp/PriorYearDeficiencyOrTaxAmt00
IRS990PF/UndistributedIncomeGrp/PriorYearUndistributedIncmAmt00
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt084154
IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt07975
IRS990PF/UndistributedIncomeGrp/Taxable1Amt00
IRS990PF/UndistributedIncomeGrp/Taxable2Amt00
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt074319
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt066344
IRS990PF/UndistributedIncomeGrp/TotalForPriorYearsAmt00
IRS990PF/UndistributedIncomeGrp/TreatedAsDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomePYAmt00
LegalFeesSchedule/LegalFeesGrp/AdjustedNetIncomeAmt00
LegalFeesSchedule/LegalFeesGrp/CategoryTxt0LEGAL FEES
LegalFeesSchedule/LegalFeesGrp/DisbursementsCharitablePrpsAmt0295
LegalFeesSchedule/LegalFeesGrp/LegalFeesAmt02950
LegalFeesSchedule/LegalFeesGrp/NetInvestmentIncomeAmt02655
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/AdjustedNetIncomeAmt00
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/Amt010164
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/CategoryTxt0TRUST FEES
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/DisbursementsCharitablePrpsAmt01016
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/NetInvestmentIncomeAmt09148
TaxesSchedule/TaxesDetail/AdjustedNetIncomeAmt00
TaxesSchedule/TaxesDetail/AdjustedNetIncomeAmt10
TaxesSchedule/TaxesDetail/Amt01309
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/BuildTS02024-10-15 13:58:12Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0SHERRY CASSIDY
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0DIRECTOR
ReturnHeader/BusinessOfficerGrp/PhoneNum09416770010
ReturnHeader/BusinessOfficerGrp/SignatureDt02024-06-12
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/PreparerFirmEIN0721396621
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0CARR RIGGS & INGRAM 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/PreparationDt02024-06-12
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0GARRETT B SHINN CPA
ReturnHeader/ReturnTs02024-10-31T08:49:57-05:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/TaxPeriodBeginDt02023-01-01
ReturnHeader/TaxPeriodEndDt02023-12-31
ReturnHeader/TaxYr02023

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