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INDEPENDENT INSTITUTE

 

Oakland, CA

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INDEPENDENT INSTITUTE

Physical Address:
Oakland, CA 94621 1428
EIN:
94-3008370
Web URL:
www.independent.org
Blog URL:
blog.independent.org/
Leadership:
Mr. David J. Theroux
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Legitimacy Information

  • This organization is registered with the IRS.
  • This organization is required to file an IRS Form 990 or 990-EZ.

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Forms 990 from IRS Additional Information IRS Form 990 is an annual document used by approximately one-third of all public charities to report information about their finances and operations to the federal government. GuideStar uses data from Form 990 to populate its database with financial information about nonprofit organizations. Posting Form 990 images on the GuideStar Web site is an ongoing process.

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A multi-year analysis of key balance sheet, income statement, profitability and liquidity measures is available for this organization. Financial SCAN includes a detailed financial health analysis and peer comparison and benchmarking tool. Learn More

Financial SCAN

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  • Graphical Analysis: Provides multi-year graphs and an interpretive guide in a format ready to present to your clients.
  • Printable PDF Report: Provides a complete analysis of the organization for your records. The full report tells you what to look for and why it matters.
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Annual Revenue & Expenses Additional Information Financial information on GuideStar is either digitized from Form 990 images we receive from the IRS or submitted by the nonprofits themselves through the GuideStar Exchange (990 filers cannot override Form 990 financial data). If your organization does not file a Form 990, 990-EZ, or 990-PF and you would like to have your financial data displayed in this section, join the GuideStar Exchange today!

Fiscal Year Starting: July 1, 2011
Fiscal Year Ending: June 30, 2012
Revenue
Total Revenue $2,678,136
Expenses
Total Expenses $2,400,305

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Financial data from Forms 990 for Year 2013, 2012, 2011, 2010, 2009 are included in the GuideStar Premium Report. Upgrade Now Report Added To Cart

A multi-year analysis of key balance sheet, income statement, profitability and liquidity measures is available for this organization. Financial SCAN includes a detailed financial health analysis and peer comparison and benchmarking tool. Learn More

Financial SCAN

Financial SCAN

Key Financial SCAN Features

  • Financial Health Dashboard: Highlights key financial trends and ratios for a selected nonprofit organization over a period of up to five years.
  • Peer Comparison Dashboard: Compares the organization's financials with up to five peer nonprofits that you select.
  • Graphical Analysis: Provides multi-year graphs and an interpretive guide in a format ready to present to your clients.
  • Printable PDF Report: Provides a complete analysis of the organization for your records. The full report tells you what to look for and why it matters.
  • Advanced Search: Allows you to search by EIN (Employer Identification Number), organization name, city, state, revenue, expenses, and assets.



GuideStar Exchange Member

This organization is a Silver-level GuideStar Exchange participant, demonstrating its commitment to transparency.

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Basic Organization Information

INDEPENDENT INSTITUTE

Physical Address:
Oakland, CA 94621 1428
EIN:
94-3008370
Web URL:
www.independent.org 
Blog URL:
blog.independent.org/ 
NTEE Category:
W Public, Society Benefit 
W05 Research Institutes and/or Public Policy Analysis 
Q International, Foreign Affairs, and National Security 
Q05 Research Institutes and/or Public Policy Analysis 
V Social Science Research Institutes 
V22 Economics (as a Social Science) 
Ruling Year:
1986 

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Mission Statement

The Independent Institute is a non-profit, non-partisan, scholarly research and educational organization that sponsors in-depth studies of critical social and economic issues. The mission of the Independent Institute is to boldly advance peaceful, prosperous, and free societies grounded in a commitment to human worth and dignity.

A multi-year analysis of key balance sheet, income statement, profitability and liquidity measures is available for this organization. Financial SCAN includes a detailed financial health analysis and peer comparison and benchmarking tool. Learn More

Financial SCAN

Financial SCAN

Key Financial SCAN Features

  • Financial Health Dashboard: Highlights key financial trends and ratios for a selected nonprofit organization over a period of up to five years.
  • Peer Comparison Dashboard: Compares the organization's financials with up to five peer nonprofits that you select.
  • Graphical Analysis: Provides multi-year graphs and an interpretive guide in a format ready to present to your clients.
  • Printable PDF Report: Provides a complete analysis of the organization for your records. The full report tells you what to look for and why it matters.
  • Advanced Search: Allows you to search by EIN (Employer Identification Number), organization name, city, state, revenue, expenses, and assets.

Financial Data

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Revenue and Expenses

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Revenue and Expense data from Forms 990 for 2013, 2012, 2011, 2010, 2009 are included in the GuideStar Premium Report. Upgrade Now Report Added To Cart


Balance Sheet

Balance Sheet data from Forms 990 for Year 2013, 2012, 2011, 2010, 2009 are included in the GuideStar Premium Report. Upgrade Now Report Added To Cart

A multi-year analysis of key balance sheet, income statement, profitability and liquidity measures is available for this organization. Financial SCAN includes a detailed financial health analysis and peer comparison and benchmarking tool. Learn More

Financial SCAN

Financial SCAN

Key Financial SCAN Features

  • Financial Health Dashboard: Highlights key financial trends and ratios for a selected nonprofit organization over a period of up to five years.
  • Peer Comparison Dashboard: Compares the organization's financials with up to five peer nonprofits that you select.
  • Graphical Analysis: Provides multi-year graphs and an interpretive guide in a format ready to present to your clients.
  • Printable PDF Report: Provides a complete analysis of the organization for your records. The full report tells you what to look for and why it matters.
  • Advanced Search: Allows you to search by EIN (Employer Identification Number), organization name, city, state, revenue, expenses, and assets.


Forms 990 Provided by the Nonprofit

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Financial Statements

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Annual Reports

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Leadership (GuideStar ExchangeThe GuideStar Exchange allows nonprofits to regularly update key information directly to GuideStar. It provides richer and broader information about their programs, impact, finances, people and more. February, 2013)

Mr. David J. Theroux

Term:

Since 1986

Profile:

David J. Theroux is Founder, President and Chief Executive Officer of The Independent Institute and Publisher of The Independent Review. He received his B.S., A.B., and M.S. from the University of California, Berkeley, and his M.B.A. from the University of Chicago. He is Founder and President of the C.S. Lewis Society of California, and he was founding Vice President and Director of Academic Affairs for the Cato Institute and founding President of the Pacific Research Institute for Public Policy.Mr. Theroux is the editor of the books, The Energy Crisis, Private Rights and Public Lands (with and Politics and Tyranny, and his scholarly articles have appeared in the Journal of Private Enterprise, Culture and Civilization, and elsewhere. His articles and reviews have also appeared in USA Today, Los Angeles Times, Wall Street Journal, Christian Science Monitor, Investor's Business Daily, Washington Times, other publications, and he has appeared on ABC, MSNBC, Fox Business Network, CNN, C-SPAN, NPR, Voice of America, and other local, national, and international TV and radio networks and programs.A contributor to American Political Economy: An Encyclopedia, he has been a director of seven corporations and four foundations, he has been a member of the Koch Crime Commission, Prison Advisory Board for the California Little Hoover Commission, and Executive Committee for the Templeton Collegiate Honor Rolls for Education in a Free Society.



Officers for Fiscal Year (IRS Form 990)

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Highest Paid Employees & Their Compensation (IRS Form 990)

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Program: Education

Budget:
$2,352,021
Category:
Education
Population Served:
General Public/Unspecified

Program Description:

In order to understand both the nature of and possible solutions to major public issues, the Independent Institute's program adheres to the highest standards of independent inquiry, and this program is pursued regardless of prevailing political or social biases and conventions. The resulting studies are widely published and distributed as books, articles in The Independent Review, periodic Independent Policy Reports, Working Papers, and other publications. Conferences, forums, and debates sponsored by the Institute bring together scholars and policy experts to debate policy issues and discuss their implications. The Independent Institute's research program features the following Centers founded to further the Institute/s scholarly and educational mission, each of which adheres to the highest peer-review standards and communications practices:  The Center on Educational Excellence,  The Center on Entrepreneurial Innovation ? The Center on Global Prosperity ? The Center on Health and the Environment ? The Center on Law and Justice ? The Center on Peace and Liberty In addition, the Institute?s academic programs include the Sir John M. Templeton Fellowships Essay Contest for college students and junior faculty members, Summer Seminars in Political Economy for high school and college students, Student Internships for college and graduate students, and the Independent Scholarship Fund, providing tuition assistance for K?12 students to attend private schools in the California East Bay area.

Program Long-Term Success:

Published and promoted new books on international relations, economic development, defense policy, and the Second Amendment: Opposing the Crusader State: Alternatives to Global Interventionism, Making Poor Nations Rich: Entrepreneurship and the Process of Development, Twilight War: The Folly of U.S. Space Dominance, Lessons from the Poor: Triumph of the Entrepreneurial Spirit, and The Founders? Second Amendment: Origin of the Right to Bear Arms.

Program Short-Term Success:

Program Success Monitored by:

Program Success Examples:


Impact Summary from the Nonprofit

This organization has not provided an impact summary.

Organization Data Available

Adobe PDF Format A GuideStar Premium Report in PDF format is available for this organization

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  • Financial Charts for
  • Forms 990 for
  • Forms 990T for
  • Audited Financial Statement for
  • Annual Reports for
  • Letter of Determination
  • Form 1023 / 1024
  • Board Members
  • Officer, Director and/or Highest Paid Employee data for


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