Civic Intelligence

Caesar Rodney Institute

990 • Fiscal year 2019 • EIN 26-2176691

Jan 01, 2019 to Dec 31, 2019 • Filed on Nov 13, 2020

Organization ProfileWWW.CAESARRODNEY.ORG
PO Box 7619Wilmington, DE 19803

(302) 398-4020

Siviq Scores

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

Liabilities / Assets

69th percentile

0.02x

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

2019 filings • 501(c)3 • <$500k nonprofits • Source year 2019

Liabilities / Revenue

62nd percentile

0.01x

Higher debt load relative to revenue than 62% of similar nonprofits.

2019 filings • 501(c)3 • <$500k nonprofits • Source year 2019

Net Margin

74th percentile

18%

Higher net margin than 74% of similar nonprofits.

2019 filings • 501(c)3 • <$500k nonprofits • Source year 2019

Top Officer Pay

77th percentile

$0

Higher top officer pay than 77% of similar nonprofits.

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

2019 filings • 501(c)3 • <$500k nonprofits • Source year 2019

Asset Growth

98th percentile

486%

Faster asset growth than 98% of similar nonprofits.

2019 filings • 501(c)3 • <$500k nonprofits • Annualized from 2018 to 2019

Revenue Growth

84th percentile

45%

Faster revenue growth than 84% of similar nonprofits.

2019 filings • 501(c)3 • <$500k nonprofits • Annualized from 2018 to 2019

Balance Sheet
Liabilities / Assets69th percentile

Assets

Up

$66,636

Up $55,257 (+486%) from 2018

Net Assets

Up

$65,051

Up $55,170 (+558%) from 2018

Liabilities

Up

$1,585

Up $87 (+5.8%) from 2018

Revenue And Expenses
Liabilities / Revenue62nd percentileNet Margin74th percentile

Revenue

Up

$299,710

Up $93,088 (+45%) from 2018

Expenses

Up

$244,540

Up $16,389 (+7.2%) from 2018

Net Income

Up

$55,170

Up $76,699 (+356%) from 2018

Historical Trend

Balance Sheet Trend

Asset Growth98th percentile

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

2019

Assets$66,636
Liabilities$1,585
Net Assets$65,051
Open 2019 Filing

Operations Trend

Revenue Growth84th percentile

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

2019

Revenue$299,710
Expenses$244,540
Net Income$55,170
Open 2019 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2019 to Dec 31, 2019
Signed
Nov 13, 2020
Return Version
2019v5.1
Gross Receipts
$299,710
Mission and Program Overview

Mission

See Sch O

Balance Sheet Detail
LineBeginningEndChange
Assets
Cash and Non-Interest-Bearing Accounts$11,278$66,582▲ $55,304
Savings and Temporary Cash Investments$91$51▼ $40
Land, Buildings, and Equipment, Net$10$3▼ $7
Total Assets$11,379$66,636▲ $55,257
Liabilities
Accounts Payable and Accrued Expenses$1,498$1,585▲ $87
Total Liabilities$1,498$1,585▲ $87
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$8,531$63,701▲ $55,170
Net Assets With Donor Restrictions$1,350$1,350→ $0
Total Net Assets Fund Balance$9,881$65,051▲ $55,170
Total Liabilities and Net Assets / Fund Balance$11,379$66,636▲ $55,257

Asset Categories

AssetBook ValueDepreciationBasis
Equipment$3$5,183-
Compensation and Service Providers
Top Officer Pay77th percentile

Board Members and Trustees

NameTitle
John StaplefordChairman
Matthew LenziniVice Chairman
Charles CopelandDirector
Eric LevinsonDirector
Gene TruonoDirector
Robert ArlettDirector
Stacie BeckDirector
Emmanuel FournarisTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$299,710
Program Service Revenue
$0
Investment Income
$0
Other Revenue
$0
All Other Contributions
$299,710
Change in Net Assets
$55,170
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$171,477
Salaries, Compensation, and Employee Benefits$58,110
Professional Fundraising Fees$14,953
Total Fundraising Expense$14,953
Grants and Similar Amounts Paid$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
All Other Expenses$78,250$28,051-$106,301
Other Salaries and Wages$50,000$2,903-$52,903
Fees for Services Other-$24,721-$24,721
Travel-$16,871-$16,871
Fees for Services Professional Fundraising--$14,953$14,953
Office Expenses-$8,124-$8,124
Payroll Taxes$4,766$441-$5,207
Conferences and Meetings-$4,094-$4,094
Other Expenses-$3,189-$3,189
Insurance-$2,522-$2,522
Advertising-$1,932-$1,932
Fees for Services Accounting-$1,783-$1,783
Depreciation Depletion-$7-$7
Total Functional Expenses$133,016$96,571$14,953$244,540
Fundraising, Events, and Gaming
Fundraising activities
No
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Professional Fundraising Fees$14,953
Political and Lobbying Activity
Political campaign activity
No
Lobbying activity
Yes
Subject to proxy tax
No
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Backup withholding compliance
Yes
Business relationship with 35% controlled entity
No
Business relationship with family members
No
Business relationship with organization members
No
Material changes to governing documents
No
Compensation from other sources disclosed
No
CEO compensation reviewed
No
Other officer compensation reviewed
No
Conflict-of-interest policy
No
Audited financial statements prepared
No
Key decisions subject to board approval
No
Management duties delegated
No

Governance Explanations

Committee meeting documentation Part VI line 8B

“The organization does not contemporaneously document meetings held by each committee with authority to act on behalf of the governing body.”

Form 990 governing body review Part VI line 11

“A copy of the form 990 is provided to the governing body members to review with a time limit by which members of the governing body can provide comment.”

Governing documents etc available to public Part VI line 19

“Copies of the organizations governing documents and related materials is only available by request to the organization.”

Filing and Contact Details

Filer

Filer Name
Caesar Rodney Institute
EIN
26-2176691
Address
PO BOX 7619, WILMINGTON, DE 19803

Signing Officer

Name
Matthew Lenzini
Title
Vice Chairman
Phone
3022730080
Signed
2020-11-13
Discuss with paid preparer
Yes

Organization Details

Formed
2008
Legal Domicile
De
Voting Board Members
8
Independent Board Members
7
Employees
2
Volunteers
8

Preparer

Firm
First State CPAs and Associates
Address
970 N State Street, Dover, DE 19901
Preparer
Mickey Davis
Phone
3027366657
Supplemental Narrative

Additional Explanations

List of other fees for services expenses Part IX line 11G

“Description ttl program service mngmt & general fundraisingother prof fees 24,721 24,721”

List of other expenses Part IX line 24E

“Description ttl program service mngmt & general fundraisingsoftware 923 923subcontractors 102,810 78,250 24,560supplies 2,016 2,016website fees 552 552total 106,301 78,250 28,051”

General explanation attachment

“Form 990 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.”

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IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0THE ORGANIZATION DOES NOT CONTEMPORANEOUSLY DOCUMENT MEETINGS HELD BY EACH COMMITTEE WITH AUTHORITY TO ACT ON BEHALF OF THE GOVERNING BODY.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1A COPY OF THE FORM 990 IS PROVIDED TO THE GOVERNING BODY MEMBERS TO REVIEW WITH A TIME LIMIT BY WHICH MEMBERS OF THE GOVERNING BODY CAN PROVIDE COMMENT.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2COPIES OF THE ORGANIZATIONS GOVERNING DOCUMENTS AND RELATED MATERIALS IS ONLY AVAILABLE BY REQUEST TO THE ORGANIZATION.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3DESCRIPTION TTL PROGRAM SERVICE MNGMT & GENERAL FUNDRAISINGOTHER PROF FEES 24,721 24,721
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4DESCRIPTION TTL PROGRAM SERVICE MNGMT & GENERAL FUNDRAISINGSOFTWARE 923 923SUBCONTRACTORS 102,810 78,250 24,560SUPPLIES 2,016 2,016WEBSITE FEES 552 552TOTAL 106,301 78,250 28,051
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5FORM 990 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.
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IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Form 990 governing body review Part VI line 11
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Governing documents etc available to public Part VI line 19
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IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4List of other expenses Part IX line 24e
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ReturnHeader/BuildTS02021-01-29 14:40:06Z
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ReturnHeader/FilingSecurityInformation/IPTm008:57:37
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0814570205
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ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0970 N State Street
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ReturnHeader/PreparerPersonGrp/PhoneNum03027366657
ReturnHeader/PreparerPersonGrp/PreparationDt02020-11-16
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Mickey Davis
ReturnHeader/ReturnTs02020-11-16T08:56:49-05:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/TaxPeriodBeginDt02019-01-01
ReturnHeader/TaxPeriodEndDt02019-12-31
ReturnHeader/TaxYr02019

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2019 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$66,636
Liabilities
$1,585
Net assets
$65,051
Revenue
$299,710
Expenses
$244,540
Net income
$55,170
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