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Research and Public Policy : Social and Public Policy Research

Independence Institute

Freedom's front line

three stars

88.43

727 East 16th Avenue Denver, CO 80203
tel: (303) 279-6536   Web Site
EIN: 84-0990300

Board Leadership
Catherine Shopneck
Chairman

CEO
Jon Caldara
President

  Score
(out of 100)
Rating
Overall Score & Rating 88.43 three stars
  Financial 87.89 three stars
  Accountability & Transparency 89.00 three stars
This rating was published 06/01/2019 and includes data from FY2017, the most recent 990 received at that time.

Founded in 1985, the Independence Institute empowers individuals and educates citizens, legislators and opinion makers about public policies that enhance personal and economic freedom. We provide research resulting in changes in law and policy. But we have never been content with just research. We are more than a think tank. We are an action tank. We put our ideas into action through groundbreaking litigation, activist training, work on ballot initiatives, new media and investigative reporting. We don't just fight on paper. We fight for freedom on the streets, in the statehouse, in the media, on the ballot, and in the courts.

Founded in 1985, the Independence Institute empowers individuals and educates citizens, legislators and opinion makers about public policies that enhance personal and economic freedom. We provide research resulting in changes in law and policy. But we have never been content with just research. We are more than a think tank. We are an action tank. We put our ideas into action through groundbreaking litigation, activist training, work on ballot initiatives, new media and investigative reporting. We don't just fight on paper. We fight for freedom on the streets, in the statehouse, in the media, on the ballot, and in the courts.

Impact Information

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Financial

three stars

87.89

Accountability & Transparency

three stars

89.00

This rating was published 06/01/2019 and includes data from FY2017, the most recent 990 received at that time.
Overall Rating Chart
  Program Expenses
(Percent of the charity's total expenses spent on the programs
and services it delivers)
79.7%
  Administrative Expenses 4.2%
  Fundraising Expenses 15.9%
  Fundraising Efficiency $0.19
  Working Capital Ratio (years) 1.46
  Program Expenses Growth 5.9%
  Liabilities to Assets 2.1%
All data for Financial Performance Metrics calculations was provided by Independence Institute on recent 990s filed with the IRS.
All data for Financial Performance Metrics calculations was provided by Independence Institute on recent 990s filed with the IRS.

Highly Rated

Charity Name & State Overall Score Overall Rating
Independence Institute (CO) 88.43 three stars
Institute for Energy Research (DC) 89.39 three stars
Mercatus Center (VA) 88.81 three stars
The Independent Institute (CA) 96.90 four stars
Center for the New Economy (PR) 91.24 four stars

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REVENUE  
Contributions  
   Contributions, Gifts & Grants $2,027,243
   Federated Campaigns $0
   Membership Dues $0
   Fundraising Events $0
   Related Organizations $0
   Government Grants $0
Total Contributions $2,027,243
   Program Service Revenue $0
Total Primary Revenue $2,027,243
   Other Revenue $203,108
TOTAL REVENUE $2,230,351
   
EXPENSES  
   Program Expenses $2,227,462
   Administrative Expenses $104,367
   Fundraising Expenses $450,375
TOTAL FUNCTIONAL EXPENSES $2,782,204
   
Payments to Affiliates $0
Excess (or Deficit) for the year $-551,853
   
Net Assets $4,060,566

Program names and associated costs are listed for the top programs as reported on the charity's most recently filed Form 990. The top programs displayed will include the largest three programs, or those programs covering at least 60% of the charity's total expenses, whichever comes first.

Due to an error on this organization's Form 990, we are unable to display program information.

Ratings History

Form 990 FYE Date Published Overall Score Overall Rating
CN 2.1
2017-12 06/01/2019 88.43 three stars
2016-06 09/01/2017 91.15 four stars
2015-06 06/01/2016 90.06 four stars
 
CN 2.0
2014-06 12/22/2015 88.45 three stars
2013-06 04/01/2015 89.54 three stars
2012-06 12/01/2013 85.54 three stars
2011-06 05/01/2013 89.02 three stars

The data displayed on this tab is provided by the IRS in the form of Publication 78 and the Business Master File (BMF).

EIN 84-0990300
Name in IRS Master File INDEPENDENCE INSTITUTE
NTEE Code W00
NTEE Classification [Not Provided by IRS]
NTEE Type [Not Provided by IRS]
Classification Charitable Organization
Subsection 501(c)(3)  (View the list of codes)
Activities (123) Discussion groups, forums, panels lectures, etc.
Foundation Status Organization which receives a substantial part of its support from a governmental unit or the general public   170(b)(1)(A)(vi)
Deductibility Contributions are deductible
Affiliation Independent - the organization is an independent organization or an independent auxiliary (i.e., not affiliated with a National, Regional, or Geographic grouping of organizations).
Group Name [Not Applicable]
Ruling Date August, 1985
Filing Requirement 990 (all other) or 990EZ return
Fiscal Year End December
IRS Forms 990
(provided courtesy of Foundation Center)
(Log In or Register Now to View Forms 990!)
  • December, 2016
  • June, 2016
  • June, 2015
  • June, 2014
  • June, 2013
Compensation % of Expenses Paid to Title
$160,000 5.75% Jon C. Caldara President
Other Salaries of Note
$209,906 7.54% David Kopel Research Director

Highly Rated

Charity Name & State Overall Score Overall Rating
Independence Institute (CO) 88.43 three stars
New York Public Interest Research Group Fund (NY) 90.27 four stars
Institute for Energy Research (DC) 89.39 three stars
Center on Budget and Policy Priorities (DC) 90.82 four stars
CLASP (DC) 95.42 four stars

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Charity Contact Info

Independence Institute
727 East 16th Avenue
Denver, CO 80203
tel: (303) 279-6536
fax: (303) 279-4176
EIN: 84-0990300

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Board Leadership

Catherine Shopneck
Chairman

CEO

Jon Caldara
President

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