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Research and Public Policy : Social and Public Policy Research

The Independent Institute

Enlightening ideas for public policy

95.82

100 Swan Way Oakland, CA 94621
tel: (510) 632-1366   Web Site
EIN: 94-3008370

Board Leadership
John Hagel III & Peter A. Howley
Co-Chairs

CEO
David J. Theroux
Founder, President, CEO

 
 
  Score
(out of 100)
Rating
Overall Score & Rating 95.82
  Financial 95.66
  Accountability & Transparency 96.00
This rating was published 06/01/2016 and includes data from FY2015, the most recent 990 received at that time.

Learn more about how we calculate the overall score and rating.

Financial

95.66

Accountability & Transparency

96.00

This rating was published 06/01/2016 and includes data from FY2015, 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)
84.8%
  Administrative Expenses 7.2%
  Fundraising Expenses 7.8%
  Fundraising Efficiency $0.08
  Working Capital Ratio (years) 2.14
  Program Expenses Growth 3.7%
  Liabilities to Assets 1.2%
All data for Financial Performance Metrics calculations was provided by The Independent Institute on recent 990s filed with the IRS.
All data for Financial Performance Metrics calculations was provided by The Independent Institute on recent 990s filed with the IRS.

Highly Rated

Charity Name & State Overall Score Overall Rating
The Independent Institute (CA) 95.82
Drug Policy Alliance (NY) 85.16
National Institute on Money in State Politics (MT) 97.17
Advocates for Children of New Jersey (NJ) 87.94
Institute on Taxation and Economic Policy (DC) 85.36

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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.

REVENUE  
Contributions  
   Contributions, Gifts & Grants $2,750,499
   Federated Campaigns $0
   Membership Dues $0
   Fundraising Events $0
   Related Organizations $0
   Government Grants $0
Total Contributions $2,750,499
   Program Service Revenue $168,553
Total Primary Revenue $2,919,052
   Other Revenue $211,536
TOTAL REVENUE $3,130,588
   
EXPENSES  
   Program Expenses $2,301,286
   Administrative Expenses $194,155
   Fundraising Expenses $198,862
TOTAL FUNCTIONAL EXPENSES $2,694,303
   
Payments to Affiliates $0
Excess (or Deficit) for the year $436,285
   
Net Assets $6,394,671

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
Books and Publications $910,946 39.6%
Newsletters and Conferences $601,163 26.1%
Research $490,509 21.3%

Ratings History
The Independent Institute has received 2 consecutive 4-star ratings from Charity Navigator.

Form 990 FYE Date Published Overall Score Overall Rating
CN 2.1
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!)
  • June, 2015
  • June, 2014
  • June, 2013
  • June, 2012
  • June, 2011

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).

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Compensation % of Expenses Paid to Title
$13,890 0.51% David J. Theroux President
Other Salaries of Note
$128,615 4.77% Ivan Eland Senior Fellow
$103,153 3.82% Martin Buerger Vice President

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.

Highly Rated

Charity Name & State Overall Score Overall Rating
The Independent Institute (CA) 95.82
Partnership for Public Service (DC) 87.36
American Academy of Arts and Sciences (MA) 88.37
The Brookings Institution (DC) 87.20
Population Reference Bureau (DC) 91.41

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This charity has an official representative registered with Charity Navigator.

Charity Contact Info

The Independent Institute
100 Swan Way
Oakland, CA 94621
tel: (510) 632-1366
fax: (510) 568-6040
EIN: 94-3008370

Visit Web Site

Board Leadership

John Hagel III & Peter A. Howley
Co-Chairs

CEO

David J. Theroux
Founder, President, CEO

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