CAESAR RODNEY INSTITUTE (EIN 262176691) - Form 990 Financial Analysis & Trantor Score

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Financial Vulnerability Assessment (Tuckman-Chang)

4 risk indicators measuring financial stability and operational resilience

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Financial Trends

Organization Details

Formation Year

2008

Legal Domicile

Tax Period

2023-01-01 to 2023-12-31

CAESAR RODNEY INSTITUTE, founded in 2008, is a small nonprofit in the Public & Societal Benefit sector that reported $369K in total revenue in fiscal year 2023.

Mission

SEE SCH O

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Trantor Score

Financial Health Score (300–850) · Liquidity · Solvency · Sustainability · Efficiency

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Liquidity (40%) • Solvency (30%) • Sustainability (20%) • Efficiency (10%)

Financial Overview (2023)

Revenue Breakdown

Contributions & Grants $368,704

Program Service Revenue $0

Investment Income $0

Other Revenue $0

TOTAL REVENUE $368,704

Expense Breakdown

Grants Paid $0

Salaries & Benefits $154,168

Fundraising Expenses $0

Program Expenses $327,700

Other Expenses $248,431

TOTAL EXPENSES $402,599

Year-over-Year Comparison

	2023	2022	Change
Revenue	$368,704	$351,654	+0.0%
Expenses	$402,599	$503,253	-0.2%
Net Income	$-33,895	$-151,599	-0.8%

Key Indicators

✗ Grants to Organizations ✗ Grants to Individuals ✓ Lobbying ✗ Political Activity ✗ Foreign Activities ✗ Donor Advised Fund ✓ Schedule B Required

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Financial Health Indicators

Comprehensive financial analysis: Altman Z-Score, liquidity, solvency, sustainability, efficiency, and growth metrics

Financial Distress Indicator

Liquidity & Cash Position

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Altman Z-Score • Liquidity Ratios • Solvency Analysis • Growth Indicators • Efficiency Metrics

Governance

Voting Members

Independent Members

Employees

Volunteers

Governance Policies

✗ Conflict of Interest Policy

✗ Whistleblower Policy

✗ Document Retention Policy

Special Practices & Reported Activities

✗ Operated a School

✗ Operated a Hospital

✗ Provided First Class Travel

✗ Reported Conflict of Interest

✗ Reported Asset Diversion

✗ Excess Benefit Transaction

✗ Made Political Expenditures

✓ Engaged in Lobbying

✗ Operated Donor Advised Fund

✗ Maintained Art Collections

✗ Filed Form 720

Compensation of Officers, Directors & Key Employees

Total Officers

$52,000

Total Directors

$52,000

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
JOHN TOEDTMAN	EXECUTIVE DIRECTOR	32.00	Officer Director	$52,000	$0	$52,000
BRANDON BRICE	DIRECTOR	2.00	Director	$0	$0	$0
GREG LAVELLE	DIRECTOR	2.00	Director	$0	$0	$0
MICHELLE PARSONS	DIRECTOR	2.00	Director	$0	$0	$0
CHAD KIFER	DIRECTOR	2.00	Director	$0	$0	$0
ROBERT ARLETT	DIRECTOR	2.00	Director	$0	$0	$0
RICK LEVINSON	DIRECTOR	2.00	Director	$0	$0	$0
EMMANUEL FOURNARIS	DIRECTOR	2.00	Director	$0	$0	$0
GENE TRUONO	DIRECTOR	2.00	Director	$0	$0	$0
STACIE BECK	DIRECTOR	2.00	Director	$0	$0	$0

Note: Compensation data is self-reported by the organization on their Form 990. "Reportable Comp" includes salary, bonuses, and other reportable compensation from the organization and related organizations. "Other Comp" includes benefits, deferred compensation, and non-taxable benefits.

Historical Data

Year	Revenue	Expenses	Assets	Net Income
2024	No data	No data	No data	No data
2023	No data	No data	No data	No data
2023	$368,704	$402,599	$28,749	$-33,895
2022	$471,760	$503,581	$182,093	$-31,821
2022	$351,654	$503,253	$62,315	$-151,599
2021	$464,201	$360,524	$212,916	$103,677
2020	$358,313	$315,114	$108,671	$43,199
2019	$299,710	$244,540	$66,636	$55,170
2018	$206,622	$228,151	$11,379	$-21,529

CAESAR RODNEY INSTITUTE