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Research and Public Policy : Social and Public Policy Research

The Independent Institute

The Power of Independent Thinking

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Impact Information is available from our partner, GuideStar

four stars

96.38

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

Board Leadership
John Hagel III & David Teece
Co-Chairs

CEO
David J. Theroux
Founder, President, CEO

  Score
(out of 100)
Rating
Overall Score & Rating 96.38 four stars
  Financial 96.81 four stars
  Accountability & Transparency 96.00 four stars
This rating was published 05/01/2019 and includes data from FY2018, the most recent 990 received at that time.

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.

Applying independent thinking to issues that matter, we create transformational ideas for today's most pressing social and economic challenges. By connecting these ideas with organizations and networks, we inspire action that can unleash an era of unparalleled human flourishing at home and around the globe.

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.

Applying independent thinking to issues that matter, we create transformational ideas for today's most pressing social and economic challenges. By connecting these ideas with organizations and networks, we inspire action that can unleash an era of unparalleled human flourishing at home and around the globe.

Impact Information

GuideStar is Charity Navigator's trusted partner in sharing information on how this organization seeks impact.  GuideStar has recognized this organization with a Platinum Seal of Transparency for voluntarily and publicly sharing information about how they measure their progress and results.  Learn More about Impact Information.
Reported Results
Total in 2017
Number of overall donors
732
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This impact information is current as of March 2019, when it was provided to us by GuideStar. At this time, Impact information published on this organization's page has no effect on its rating per our methodology.

Financial

four stars

96.81

Accountability & Transparency

four stars

96.00

This rating was published 05/01/2019 and includes data from FY2018, 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)
84.7%
  Administrative Expenses 5.4%
  Fundraising Expenses 9.8%
  Fundraising Efficiency $0.09
  Working Capital Ratio (years) 2.81
  Program Expenses Growth 5.9%
  Liabilities to Assets 1.0%
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) 96.38 four stars
Clal - The National Jewish Center for Learning and Leadership (NY) 89.37 three stars
Institute for Local Self-Reliance (DC) 91.75 four stars
Middle East Forum (PA) 88.61 three stars
Cato Institute (DC) 91.30 four stars

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REVENUE  
Contributions  
   Contributions, Gifts & Grants $2,772,324
   Federated Campaigns $0
   Membership Dues $0
   Fundraising Events $0
   Related Organizations $0
   Government Grants $0
Total Contributions $2,772,324
   Program Service Revenue $37,599
Total Primary Revenue $2,809,923
   Other Revenue $203,472
TOTAL REVENUE $3,013,395
   
EXPENSES  
   Program Expenses $2,733,540
   Administrative Expenses $169,441
   Fundraising Expenses $293,598
TOTAL FUNCTIONAL EXPENSES $3,196,579
   
Payments to Affiliates $0
Excess (or Deficit) for the year $-183,184
   
Net Assets $8,171,331

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
Education and Conferences $640,293 23.4%
Sparking Entrepreneurship & Innovation $627,515 23.0%
Defending Civil Liberties $397,734 14.5%

Ratings History
The Independent Institute has received 5 consecutive 4-star ratings from Charity Navigator.

Form 990 FYE Date Published Overall Score Overall Rating
CN 2.1
2018-06 05/01/2019 96.38 four stars
2017-06 06/01/2018 94.30 four stars
2016-06 06/01/2017 95.63 four stars
2015-06 06/01/2016 95.82 four stars
 
CN 2.0
2015-06 03/01/2016 93.07 four stars
2014-06 11/01/2015 91.37 four stars
2013-06 03/01/2015 87.47 three stars
2013-06 02/01/2014 87.29 three stars
2012-06 07/01/2013 85.62 three stars
2011-06 05/01/2012 84.10 three stars
2010-06 09/20/2011 80.71 three stars
 
CN 1.0
2010-06 07/01/2011 79.06 two stars
2009-06 06/01/2010 76.30 two stars
2008-06 05/01/2009 88.86 three stars
2007-06 10/01/2008 91.62 four stars
2006-06 05/01/2007 96.59 four stars
2005-06 09/01/2006 97.45 four stars
2004-06 04/01/2005 94.00 four stars
2003-06 11/01/2004 96.65 four 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 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, 2017
  • June, 2016
  • June, 2015
  • June, 2014
  • June, 2013

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
Not compensated -- David Theroux President
Other Salaries of Note
$125,399 3.92% Ivan Eland Senior Fellow
$106,080 3.31% Martin Buerger CFO

Highly Rated

Charity Name & State Overall Score Overall Rating
The Independent Institute (CA) 96.38 four stars
Center for Immigration Studies (DC) 88.40 three stars
American Council on Science and Health (NY) 86.87 three stars
AAA Foundation for Traffic Safety (DC) 92.02 four stars
National Cyber Security Alliance (DC) 85.09 three stars

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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 & David Teece
Co-Chairs

CEO

David J. Theroux
Founder, President, CEO

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