Civic Intelligence

Caesar Rodney Institute

990EZ • Fiscal year 2014 • EIN 26-2176691

Jan 01, 2014 to Dec 31, 2014 • Filed on Oct 29, 2015

PO Box 810Bear, DE 19701

(302) 273-0080

Siviq Scores

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

Liabilities / Assets

91st percentile

0.68x

Higher debt load relative to assets than 91% of similar nonprofits.

2014 filings • 501(c)3 • <$500k nonprofits • Source year 2014

Liabilities / Revenue

69th percentile

0.02x

Higher debt load relative to revenue than 69% of similar nonprofits.

2014 filings • 501(c)3 • <$500k nonprofits • Source year 2014

Net Margin

12th percentile

-27%

Higher net margin than 12% of similar nonprofits.

2014 filings • 501(c)3 • <$500k nonprofits • Source year 2014

Top Officer Pay

74th percentile

$0

Higher top officer pay than 74% of similar nonprofits.

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

2014 filings • 501(c)3 • <$500k nonprofits • Source year 2014

Asset Growth

3rd percentile

-89%

Faster asset growth than 3% of similar nonprofits.

2014 filings • 501(c)3 • <$500k nonprofits • Annualized from 2013 to 2014

Revenue Growth

18th percentile

-26%

Faster revenue growth than 18% of similar nonprofits.

2014 filings • 501(c)3 • <$500k nonprofits • Annualized from 2013 to 2014

Assets

Down

$4,977

Down $42,148 (-89%) from 2013

Net Assets

Down

$1,585

Down $43,199 (-96%) from 2013

Liabilities

Up

$3,392

Up $1,051 (+45%) from 2013

Revenue

Down

$160,407

Down $56,504 (-26%) from 2013

Expenses

Up

$203,606

Up $13,666 (+7.2%) from 2013

Net Income

Down

-$43,199

Down $70,170 (-260%) from 2013

Historical Trend

Balance Sheet Trend

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

$300K$200K$100K$0-$100KAssets 2010: $99,560Liabilities 2010: $0Net Assets 2010: $99,5602010Assets 2011: $17,054Net Assets 2011: $17,0542011Assets 2012: $18,606Liabilities 2012: $5,455Net Assets 2012: $13,1512012Assets 2013: $47,125Liabilities 2013: $2,341Net Assets 2013: $44,7842013Assets 2014: $4,977Liabilities 2014: $3,392Net Assets 2014: $1,5852014Assets 2015: $93,633Liabilities 2015: $3,039Net Assets 2015: $90,5942015Assets 2016: $5,492Liabilities 2016: $5,518Net Assets 2016: -$262016Assets 2018: $11,379Liabilities 2018: $1,498Net Assets 2018: $9,8812018Assets 2019: $66,636Liabilities 2019: $1,585Net Assets 2019: $65,0512019Assets 2020: $108,671Liabilities 2020: $421Net Assets 2020: $108,2502020Assets 2021: $212,916Liabilities 2021: $989Net Assets 2021: $211,9272021Assets 2022: $182,093Liabilities 2022: $1,987Net Assets 2022: $180,1062022Assets 2023: $141,836Liabilities 2023: $2,316Net Assets 2023: $139,5202023Assets 2024: $53,846Liabilities 2024: $0Net Assets 2024: $53,8462024

Highlighted filing

2014

Assets$4,977
Liabilities$3,392
Net Assets$1,585

Operations Trend

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

$600K$400K$200K$0-$200KExpenses 2010: $275,8752010Revenue 2011: $145,592Expenses 2011: $228,098Net Income 2011: -$82,5062011Expenses 2012: $299,7742012Revenue 2013: $216,911Expenses 2013: $189,940Net Income 2013: $26,9712013Revenue 2014: $160,407Expenses 2014: $203,606Net Income 2014: -$43,1992014Revenue 2015: $327,646Expenses 2015: $238,640Net Income 2015: $89,0062015Revenue 2016: $119,563Expenses 2016: $210,183Net Income 2016: -$90,6202016Revenue 2018: $206,622Expenses 2018: $228,151Net Income 2018: -$21,5292018Revenue 2019: $299,710Expenses 2019: $244,540Net Income 2019: $55,1702019Revenue 2020: $358,313Expenses 2020: $315,114Net Income 2020: $43,1992020Revenue 2021: $464,201Expenses 2021: $360,524Net Income 2021: $103,6772021Revenue 2022: $471,760Expenses 2022: $503,581Net Income 2022: -$31,8212022Revenue 2023: $375,428Expenses 2023: $416,014Net Income 2023: -$40,5862023Revenue 2024: $462,987Expenses 2024: $548,661Net Income 2024: -$85,6742024

Highlighted filing

2014

Revenue$160,407
Expenses$203,606
Net Income-$43,199
Jump To
Filing Snapshot
Filing Period
Jan 1, 2014 to Dec 31, 2014
Signed
Oct 29, 2015
Return Version
2014v5.0
Gross Receipts
$163,089
Mission and Program Overview

Mission

See Sch O

Program Services

DescriptionGrantsExpenses
SEE SCH O - CENTER FOR ENERGY COMPETITIVENESS-$45,339
SEE SCH O - CENTER FOR EDUCATION EXCELLENCE-$14,895
SEE SCH O - CENTER FOR ECONOMIC POLICY & ANALYSIS-$7,091
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
JAMES P URSOMARSOChairmanPT$0--
ROBERT PRYBUTOKVice Chairman-$0--
ERIC LEVINSONBoard Member-$0--
SUSAN CASSCELLSBoard Member-$0--
JOHN MOOREBoard Member-$0--
Fundraising, Events, and Gaming

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Annual Dinner$16,947$16,947$990$15,957
None----
Total Events$16,947$16,947$2,682$14,265
Filing and Contact Details

Filer

Filer Name
Caesar Rodney Institute
EIN
26-2176691
Phone
3022730080
Address
PO BOX 810, Bear, DE 19701

Signing Officer

Name
James Ursomarso
Title
Officer
Phone
3022730080
Signed
2015-10-29
Discuss with paid preparer
Yes

Preparer

Firm
Davis-smith Accounting Associates
Address
5582 MILFORD HARRINGTON HWY, HARRINGTON, DE 19952
Preparer
Mickey O Davis
Phone
3023984020
Supplemental Narrative

Additional Explanations

Other

Form 990-EZ Part III - Exempt Purpose - The mission of Caesar Rodney Institute (CRI) is to influence public policy in Delaware by helping every Delawarean understand and put into practice the fundamentals of a free society: individual initiative, personal responsibility, private property, rights, informed choice, the rule of law and strong local communities.

Other

Form 990-EZ Part III Line 28 - Center for Economic Policy & Analysis - obtains economic data and statistics from multiple databases established and maintained primarily by the State of Delaware. The information is analyzed to determine its economic impact on the state's economy and then published with findings and conclusions in a "white paper." The white papers are presented in open forums and used to advocate for change in public policy and are also provided to elected officials as legislative reference materials. Some of the raw data is reformatted to make it more user friendly and posted on the CRI website for open access to interested parties. The white papers are also distributed via e-mail to approximately 11,000 CRI e-mail subscribers.

Other

Form 990-EZ Part III Line 29 - Center for Energy Competitiveness - evaluates state mandated "alternative energy" electrical power supply policy and produces cost analysis for policy implementation. The cost analysis are evaluated further to determine their impact on the state's economy. Findings and conclusions are set forth in "white papers" that are presented in open forums ans used to advocate for change in public energy policy. They are for use by the Delaware Public Service Commission and the Office of the Public Advocate in establishing electrical power rate cases. They are also distributed to elected officials as legislative reference materials and distributed via e-mail to approximately 11,000 individual CRI e-mail subscribers.

Other

Form 990-EZ Part III Line 30 - Center for Education Excellence - obtains student (K-12) academic performance and achievement data primarily from state of Delaware databases. Also obtains education system operating cost and salary information from available state databases. CEE does extensive research on comparable performance and operating cost informatio from other states across the United States for comparative analysis. Findings and conclusions are set forth in "white papers" that are presented in open forums and used to advocate for change in public education policy. They are also distributed to elected officials as legislative reference and distributed via e-mail to approximately 11,000 individual CRI e-mail subscribers.

Form 990EZ, Part I, Line 16

Accounting 3419. Advertising 150. Bank service charges 509. Conferences 371. Depreciation 579. Dues & subscriptions 937. Insurance 1385. Legal fees 6961. Meals, entertainment & travel 5212. Misc 400. Penalties & interest 78. Supplies 251. Taxes - franchise fee 25. Taxes - payroll 10486. Website fees 4617.

Form 990EZ, Part II, Line 24

Equipment net of depreciation 870. 816. Legal retainer 5000. 2618.

Form 990EZ, Part II, Line 26

Payroll liabilities 2341. 3392.

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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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IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0Form 990-EZ Part III - Exempt Purpose - The mission of Caesar Rodney Institute (CRI) is to influence public policy in Delaware by helping every Delawarean understand and put into practice the fundamentals of a free society: individual initiative, personal responsibility, private property, rights, informed choice, the rule of law and strong local communities.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1Form 990-EZ Part III Line 28 - Center for Economic Policy & Analysis - obtains economic data and statistics from multiple databases established and maintained primarily by the State of Delaware. The information is analyzed to determine its economic impact on the state's economy and then published with findings and conclusions in a "white paper." The white papers are presented in open forums and used to advocate for change in public policy and are also provided to elected officials as legislative reference materials. Some of the raw data is reformatted to make it more user friendly and posted on the CRI website for open access to interested parties. The white papers are also distributed via e-mail to approximately 11,000 CRI e-mail subscribers.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2Form 990-EZ Part III Line 29 - Center for Energy Competitiveness - evaluates state mandated "alternative energy" electrical power supply policy and produces cost analysis for policy implementation. The cost analysis are evaluated further to determine their impact on the state's economy. Findings and conclusions are set forth in "white papers" that are presented in open forums ans used to advocate for change in public energy policy. They are for use by the Delaware Public Service Commission and the Office of the Public Advocate in establishing electrical power rate cases. They are also distributed to elected officials as legislative reference materials and distributed via e-mail to approximately 11,000 individual CRI e-mail subscribers.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3Form 990-EZ Part III Line 30 - Center for Education Excellence - obtains student (K-12) academic performance and achievement data primarily from state of Delaware databases. Also obtains education system operating cost and salary information from available state databases. CEE does extensive research on comparable performance and operating cost informatio from other states across the United States for comparative analysis. Findings and conclusions are set forth in "white papers" that are presented in open forums and used to advocate for change in public education policy. They are also distributed to elected officials as legislative reference and distributed via e-mail to approximately 11,000 individual CRI e-mail subscribers.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4ACCOUNTING 3419. ADVERTISING 150. BANK SERVICE CHARGES 509. CONFERENCES 371. DEPRECIATION 579. DUES & SUBSCRIPTIONS 937. INSURANCE 1385. LEGAL FEES 6961. MEALS, ENTERTAINMENT & TRAVEL 5212. MISC 400. PENALTIES & INTEREST 78. SUPPLIES 251. TAXES - FRANCHISE FEE 25. TAXES - PAYROLL 10486. WEBSITE FEES 4617.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5EQUIPMENT NET OF DEPRECIATION 870. 816. LEGAL RETAINER 5000. 2618.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt6PAYROLL LIABILITIES 2341. 3392.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Other
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Other
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Other
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3Other
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4Form 990EZ, Part I, Line 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc5Form 990EZ, Part II, Line 24
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc6Form 990EZ, Part II, Line 26
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ReturnHeader/BusinessOfficerGrp/SignatureDt02015-10-29
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0CAESAR RODNEY INSTITUTE
ReturnHeader/Filer/BusinessNameControlTxt0CAES
ReturnHeader/Filer/EIN0262176691
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ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd019952
ReturnHeader/PreparerPersonGrp/PhoneNum03023984020
ReturnHeader/PreparerPersonGrp/PreparationDt02015-11-10
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0MICKEY O DAVIS
ReturnHeader/ReturnTs02015-11-10T12:58:08-08:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02014-01-01
ReturnHeader/TaxPeriodEndDt02014-12-31
ReturnHeader/TaxYr02014

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$0.54$0.00$0.54$4.63$5.49$0.86
2023Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.42$0.02$1.40$3.75$4.16$0.41
2022Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.82$0.02$1.80$4.72$5.04$0.32
2021Detailed filing. Detailed filing data is available for this year.$2.13$0.01$2.12$4.64$3.61$1.04
2020Detailed filing. Detailed filing data is available for this year.$1.09$0.00$1.08$3.58$3.15$0.43
2019Detailed filing. Detailed filing data is available for this year.$0.67$0.02$0.65$3.00$2.45$0.55
2018Detailed filing. Detailed filing data is available for this year.$0.11$0.01$0.10$2.07$2.28$0.22
2016Detailed filing. Detailed filing data is available for this year.$0.05$0.06$0.00$1.20$2.10$0.91
2015Detailed filing. Detailed filing data is available for this year.$0.94$0.03$0.91$3.28$2.39$0.89
2014Detailed filing. Detailed filing data is available for this year.$0.05$0.03$0.02$1.60$2.04$0.43
2013Detailed filing. Detailed filing data is available for this year.$0.47$0.02$0.45$2.17$1.90$0.27
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.19$0.05$0.13$3.00
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.17$0.17$1.46$2.28$0.83
2010Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.00$0.00$1.00$2.76
Peer Organizations

Similar nonprofits based on the same Siviq industry and scale cohort. 2014 filings • 501(c)3 • <$500k nonprofits