Civic Intelligence

Caesar Rodney Institute

990EZ • Fiscal year 2016 • EIN 26-2176691

Jan 01, 2016 to Dec 31, 2016 • Filed on Nov 15, 2017

PO Box 7619Wilmington, DE 19803

(302) 273-0080

Siviq Scores

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

Liabilities / Assets

95th percentile

1.00x

Higher debt load relative to assets than 95% of similar nonprofits.

2016 filings • 501(c)3 • <$500k nonprofits • Source year 2016

Liabilities / Revenue

76th percentile

0.05x

Higher debt load relative to revenue than 76% of similar nonprofits.

2016 filings • 501(c)3 • <$500k nonprofits • Source year 2016

Net Margin

6th percentile

-76%

Higher net margin than 6% of similar nonprofits.

2016 filings • 501(c)3 • <$500k nonprofits • Source year 2016

Top Officer Pay

75th percentile

$0

Higher top officer pay than 75% of similar nonprofits.

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

2016 filings • 501(c)3 • <$500k nonprofits • Source year 2016

Asset Growth

2nd percentile

-94%

Faster asset growth than 2% of similar nonprofits.

2016 filings • 501(c)3 • <$500k nonprofits • Annualized from 2015 to 2016

Revenue Growth

6th percentile

-64%

Faster revenue growth than 6% of similar nonprofits.

2016 filings • 501(c)3 • <$500k nonprofits • Annualized from 2015 to 2016

Assets

Down

$5,492

Down $88,141 (-94%) from 2015

Net Assets

Down

-$26

Down $90,620 (-100%) from 2015

Liabilities

Up

$5,518

Up $2,479 (+82%) from 2015

Revenue

Down

$119,563

Down $208,083 (-64%) from 2015

Expenses

Down

$210,183

Down $28,457 (-12%) from 2015

Net Income

Down

-$90,620

Down $179,626 (-202%) from 2015

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

2016

Assets$5,492
Liabilities$5,518
Net Assets-$26

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

2016

Revenue$119,563
Expenses$210,183
Net Income-$90,620
Jump To
Filing Snapshot
Filing Period
Jan 1, 2016 to Dec 31, 2016
Signed
Nov 15, 2017
Return Version
2016v3.0
Gross Receipts
$119,563
Mission and Program Overview

Mission

See Sch O

See Schedule O

Program Services

DescriptionGrantsExpenses
See Schedule O - Center for Energy Competitiveness-$44,240
See Schedule O - Center for Education Excellence-$10,000
See Schedule O - Center for Economic Policy & Analysis-$7,000
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
James UrsomarsoChairman & CEOPT$0--
Robert PrybutokDirector-$0--
Emmanuel FournarisDirector-$0--
Eric LevinsonDirector-$0--
Michael MaibachDirector-$0--
Charles DanielPresidentFT$0--
Filing and Contact Details

Filer

Filer Name
Caesar Rodney Institute
EIN
26-2176691
Address
PO Box 7619, Wilmington, DE 19803

Signing Officer

Name
James Ursomarso
Title
Chairman & CEO
Phone
3022730080
Signed
2017-11-15
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

General explanation attachment

Form 990-EZ Part III - Exempt Purpose - The mission of Caesar RodneyInstitute (CRI) is to influence public policy in Delaware by helpingevery Delawarean understand and put into practice the fundamentals of afree society: individual initiative, personal responsibility, privateproperty, rights, informed choice, the rule of law and strong localcommunities. Form 990-EZ Part III Line 28 - Center for Economic Policy & Analysis -obtains economic data and statistics from multiple databases establishedand maintained primarily by the State of Delaware. The information isanalyzed to determine its economic impact on the states economy andthen published with fidings and conclusions in a white paper. Thewhite papers are presented in open forums and used to advocate forchange in public policy and are also provided to elected officials aslegislative reference materials. Some of the raw data is reformatted tomake it more user friendly and posted on the CRI website for open accessto interested parties. The white papers are also distributed via e-mailto approximately 11,000 CRI e-mail subscribers. Form 990-EZ Part III Line 29 - Center for Energy Competitiveness -evaluates state mandated alternative energy electrical power supplypolicy and produces cost analysis for policy implementation. The costanalysis are evaluated further to determine their impact on the stateseconomy. Findings and conclusions are set forth in white papers thatare presented in open forums ans used to advocate for change in publicenergy policy. They are for use by the Delaware Public ServiceCommission and the Office of the Public Advocate in establishingelectrical power rate cases. They are also distributed to electedofficials as legislative reference materials and distributed via e-mailto approximately 11,000 individual CRI e-mail subscribers. Form 990-EZ Part III Line 30 - Center for Education Excellence - obtainsstudent (K-12) academic performance and achievement data primarily fromstate of Delaware databases. Also obtains education system operatingcost and salary information from available state databases. CEE doesextensive research on comparable performance and operating costinformatio from other states across the United States for comparativeanalysis. Findings and conclusions are set forth in white papers thatare presented in open forums and used to advocate for change in publiceducation policy. They are also distributed to elected officials aslegislative reference and distributed via e-mail to approximately 11,000individual CRI e-mail subscribers.

Description of other expenses Part I line 16

Description AmountDepreciation from 4562 354Advertising 140Bank Fees 901Conferences 2,089Dues and Subscriptions 719Insurance 561Misc 453Office 3,797Off the shelf software 1,200Supplies 1,800License Fees 403Meals, Entertainment & Travel 6,192Payroll Taxes 9,955Research 275

Description of other assets Part II line 24

Category Beginning of Year End of YearEquipment - Net 566 212

Description of total liabilities Part II line 26

Category Beginning of Year End of YearAccounts Payable 3,039 5,518

Raw XML Appendix199 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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IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0Form 990-EZ Part III - Exempt Purpose - The mission of Caesar RodneyInstitute (CRI) is to influence public policy in Delaware by helpingevery Delawarean understand and put into practice the fundamentals of afree society: individual initiative, personal responsibility, privateproperty, rights, informed choice, the rule of law and strong localcommunities. Form 990-EZ Part III Line 28 - Center for Economic Policy & Analysis -obtains economic data and statistics from multiple databases establishedand maintained primarily by the State of Delaware. The information isanalyzed to determine its economic impact on the states economy andthen published with fidings and conclusions in a white paper. Thewhite papers are presented in open forums and used to advocate forchange in public policy and are also provided to elected officials aslegislative reference materials. Some of the raw data is reformatted tomake it more user friendly and posted on the CRI website for open accessto interested parties. The white papers are also distributed via e-mailto approximately 11,000 CRI e-mail subscribers. Form 990-EZ Part III Line 29 - Center for Energy Competitiveness -evaluates state mandated alternative energy electrical power supplypolicy and produces cost analysis for policy implementation. The costanalysis are evaluated further to determine their impact on the stateseconomy. Findings and conclusions are set forth in white papers thatare presented in open forums ans used to advocate for change in publicenergy policy. They are for use by the Delaware Public ServiceCommission and the Office of the Public Advocate in establishingelectrical power rate cases. They are also distributed to electedofficials as legislative reference materials and distributed via e-mailto approximately 11,000 individual CRI e-mail subscribers. Form 990-EZ Part III Line 30 - Center for Education Excellence - obtainsstudent (K-12) academic performance and achievement data primarily fromstate of Delaware databases. Also obtains education system operatingcost and salary information from available state databases. CEE doesextensive research on comparable performance and operating costinformatio from other states across the United States for comparativeanalysis. Findings and conclusions are set forth in white papers thatare presented in open forums and used to advocate for change in publiceducation policy. They are also distributed to elected officials aslegislative reference and distributed via e-mail to approximately 11,000individual CRI e-mail subscribers.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1Description AmountDepreciation from 4562 354Advertising 140Bank Fees 901Conferences 2,089Dues and Subscriptions 719Insurance 561Misc 453Office 3,797Off the shelf software 1,200Supplies 1,800License Fees 403Meals, Entertainment & Travel 6,192Payroll Taxes 9,955Research 275
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2Category Beginning of Year End of YearEquipment - Net 566 212
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IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0General explanation attachment
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IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Description of other assets Part II line 24
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3Description of total liabilities Part II line 26
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ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Mickey O Davis
ReturnHeader/ReturnTs02017-11-15T16:20:43-05:00
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ReturnHeader/TaxPeriodEndDt02016-12-31
ReturnHeader/TaxYr02016

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