
Research and Public Policy : Social and Public Policy Research
Board Leadership
John Hagel III & Peter A. Howley
Co-Chairs
CEO
David J. Theroux
Founder, President, CEO
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The Independent Institute transcends the all-too-common politicization and superficiality of public policy research and debate, redefines the debate over public issues, and fosters new and effective directions for government reform. In order to fully understand the nature of public issues and possible solutions, the Institute's program adheres to the highest standards of independent scholarly inquiry. The Institute's program is pursued to rigorous standards without regard to any political or social biases. The resulting studies are published and widely distributed as books, articles in The Independent Review, Policy Reports, Working Papers, and other publications.
The Independent Institute transcends the all-too-common politicization and superficiality of public policy research and debate, redefines the debate over public issues, and fosters new and effective directions for government reform. In order to fully understand the nature of public issues and possible solutions, the Institute's program adheres to the highest standards of independent scholarly inquiry. The Institute's program is pursued to rigorous standards without regard to any political or social biases. The resulting studies are published and widely distributed as books, articles in The Independent Review, Policy Reports, Working Papers, and other publications.
95.29
96.00
Program Expenses (Percent of the charity's total expenses spent on the programs and services it delivers) |
85.5% | |
Administrative Expenses | 6.5% | |
Fundraising Expenses | 7.8% | |
Fundraising Efficiency | $0.06 | |
Working Capital Ratio (years) | 3.23 | |
Program Expenses Growth | 5.3% | |
Liabilities to Assets | 0.8% |
Charity Name & State | Overall Score | Overall Rating |
---|---|---|
The Independent Institute (CA) | 95.63 | |
The Center for Democracy and Technology (DC) | 88.83 | |
Advocates for Children of New Jersey (NJ) | 91.09 | |
American Youth Policy Forum (DC) | 90.67 | |
Families USA Foundation (DC) | 89.24 |
REVENUE | |
Contributions | |
Contributions, Gifts & Grants | $4,604,999 |
Federated Campaigns | $0 |
Membership Dues | $0 |
Fundraising Events | $0 |
Related Organizations | $0 |
Government Grants | $0 |
Total Contributions | $4,604,999 |
Program Service Revenue | $52,206 |
Total Primary Revenue | $4,657,205 |
Other Revenue | $79,202 |
TOTAL REVENUE | $4,736,407 |
EXPENSES | |
Program Expenses | $2,362,048 |
Administrative Expenses | $146,539 |
Fundraising Expenses | $212,802 |
TOTAL FUNCTIONAL EXPENSES | $2,721,389 |
Payments to Affiliates | $0 |
Excess (or Deficit) for the year | $2,015,018 |
Net Assets | $8,566,279 |
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.
Program Name | Amount Spent | % of Program Expenses |
---|---|---|
Research and Publications | $1,504,494 | 63.7% |
Education and Conferences | $653,090 | 27.6% |
Student Programs | $204,464 | 8.6% |
Form 990 FYE | Date Published | Overall Score | Overall Rating | ||||||
---|---|---|---|---|---|---|---|---|---|
CN 2.1 | |||||||||
2016-06 | 06/01/2017 | 95.63 | |||||||
2015-06 | 06/01/2016 | 95.82 | |||||||
CN 2.0 | |||||||||
2015-06 | 03/01/2016 | 93.07 | |||||||
2014-06 | 11/01/2015 | 91.37 | |||||||
2013-06 | 03/01/2015 | 87.47 | |||||||
2013-06 | 02/01/2014 | 87.29 | |||||||
2012-06 | 07/01/2013 | 85.62 | |||||||
2011-06 | 05/01/2012 | 84.10 | |||||||
2010-06 | 09/20/2011 | 80.71 | |||||||
CN 1.0 | |||||||||
2010-06 | 07/01/2011 | 79.06 | |||||||
2009-06 | 06/01/2010 | 76.30 | |||||||
2008-06 | 05/01/2009 | 88.86 | |||||||
2007-06 | 10/01/2008 | 91.62 | |||||||
2006-06 | 05/01/2007 | 96.59 | |||||||
2005-06 | 09/01/2006 | 97.45 | |||||||
2004-06 | 04/01/2005 | 94.00 | |||||||
2003-06 | 11/01/2004 | 96.65 |
The data displayed on this tab is provided by the IRS in the form of Publication 78 and the Business Master File (BMF).
EIN | 94-3008370 |
Name in IRS Master File | INDEPENDENT INSTITUTE |
NTEE Code | [Not Provided by IRS] |
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 | (149) Other instruction and training |
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 | Central - the organization is a central type organization (no group exemption) of a National, Regional or Geographic grouping of organizations. |
Group Name | [Not Applicable] |
Ruling Date | May, 1986 |
Filing Requirement | 990 (all other) or 990EZ return |
Fiscal Year End | June |
IRS Forms 990 (provided courtesy of Foundation Center) |
(Log In or Register Now to View Forms 990!)
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The data displayed in this profile is provided by the IRS for free in the form of Publication 78 and the Business Master File (BMF).
Compensation | % of Expenses | Paid to | Title | |
---|---|---|---|---|
$49 | 0.00% | David J. Theroux | President | |
Other Salaries of Note | ||||
$127,052 | 4.66% | Ivan Eland | Senior Fellow | |
$104,025 | 3.82% | Martin Buerger | COO |
Charity Name & State | Overall Score | Overall Rating |
---|---|---|
The Independent Institute (CA) | 95.63 | |
American Institute for Economic Research (MA) | 87.65 | |
Communications Consortium Media Center (DC) | 87.44 | |
Center for Food Safety (DC) | 93.98 | |
Business Executives for National Security (DC) | 90.12 |
This charity has an official representative registered with Charity Navigator.
The Independent Institute
100 Swan Way
Oakland,
CA 94621
tel: (510) 632-1366
fax: (510) 568-6040
EIN: 94-3008370
John Hagel III & Peter A. Howley
Co-Chairs
David J. Theroux
Founder, President, CEO
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139 Harristown Rd Suite 101
Glen Rock, NJ 07452
Charity Navigator
139 Harristown Rd Suite 101
Glen Rock, NJ 07452