NonprofitsIndependent Institute

Independent Institute

OAKLAND, CA

Total revenue

$6.5M

Total expenses

$6.6M

Net assets

$12.0M

Grants received

$14.4M

352 grants

EIN

943008370

Tax year

2024

Mission

Advance peaceful, prosperous, & free societies grounded in a commitment to human worth & dignity.

Programs

3 programs

Sparking entrepreneurship & innovation: independent reverses government growth by spotlighting wrongdoing and offering practical, tech-forward solutions grounded in natural law. We generate solutions in business, housing, healthcare, entitlements, the environment, and global prosperity. Our california golden fleece awards, award-winning books, studies, spanish website, and multi-media campaigns share our solutions with civic leaders, the media, and the public. Our work has been introduced in national legislation, contributed to the elimination of the individual healthcare mandate, motivated reform in the california department of water resources and department of forestry and fire prevention, and has been signed into law in california.

Expenses: $1.4M

Educating the next generation: independent engages and inspires young people and parents with the principles of liberty, and empowers parents to select the best education for their children. Our satirical youtube series, love gov, applies free-market thinking to housing, employment, healthcare, education, and privacy, and has achieved well over 7.4 million views primarily from millennials. This year, we launch love gov season two with a complementary website and social media portfolio. Our internships and youth-focused events offer hands-on learning, and our efforts to build awareness for school choice, affordable private school models, and higher education reforms are expanding educational opportunity for all.

Expenses: $574K

Defending civil liberties: independent reminds the public, media, and civic leaders about constitutional limits on government and the civil liberties those limits protect. Our principled, peer-reviewed research critically reviews policies and approaches to tort liability, criminal justice, constitutional law, property rights, civil liberties, foreign policy, and human morality to preserve and expand individual liberty. Our research and solutions are disseminated through award-winning books, studies, events, regional and national multi-media campaigns, and have inspired legislative testimony before a u.s. House committee, senate judiciary committee, and have been cited multiple times by the u.s. Supreme court.

Expenses: $508K

Financials

FY 2024

Revenue

Contributions & grants$5.5M
Program service revenue$62K
Investment income$863K
Other revenue$47K
Total revenue$6.5M

Expenses

Grants paid
Salaries & benefits$3.4M
Fundraising$810K
Other expenses$3.2M
Total expenses$6.6M
Total assets$13.0M
Net assets$12.0M

People

16 listed

NameRoleCompensation

GRAHAM H WALKER

PRESIDENT

Board

$282K

40 hrs/wk

PHIL MAGNESS

DJT CHAIR

Board

$219K

40 hrs/wk

BRADLEY DEVOS

CHIEF OPERATING OFFICER

Board

$172K

40 hrs/wk

DAVID J TEECE

DIRECTOR

Board

2 hrs/wk

JOHN B ESTILL

DIRECTOR

Board

2 hrs/wk

JOHN HAGEL III

DIRECTOR

Board

2 hrs/wk

MARY L G THEROUX

CHAIRMAN AND CEO

Board

40 hrs/wk

MICHAEL S CASSLING

DIRECTOR

Board

2 hrs/wk

SALLY S HARRIS

DIRECTOR

Board

2 hrs/wk

SARAH A O'DOWD

DIRECTOR

Board

2 hrs/wk

SUSAN SOLINSKY

DIRECTOR

Board

2 hrs/wk

WILLIAMSON EVERS

SENIOR FELLOW AND COEE DIRECTOR

Staff

$190K

40 hrs/wk

IVAN ELAND

SENIOR FELLOW AND COPAL DIRECTOR

Staff

$156K

40 hrs/wk

LAWRENCE MCQUILLAN

SENIOR FELLOW AND COEI DIRECTOR

Staff

$138K

40 hrs/wk

JACOB TURNROSE

DIRECTOR OF DEVELOPMENT

Staff

$134K

40 hrs/wk

GABRIEL GASAVE

DIRECTOR OF THE CENTER ON GLOBAL PROSPERITY

Staff

$110K

40 hrs/wk

Independent contractors

AWARENESS ANALYTICS PARTNERS LLC

DATA ANALYTICS

$308K

FOUR STAR PRINTING & MAILING

PRINTING & MAILING

$186K

COLLECTIVE IMPACT NETWORK LLC

CONSULTING

$180K

STEPHEN PHALBROOK

HONORARIUM

$175K

ALETHES MEDIA GROUP LLC DBA SPENCE MEDIA

DIGITAL MEDIA

$160K

Grants received

Showing 200 of 352

FromAmountPurposeYear
$369K
for general operations
2024
$325K
for the Beyond Homeless initiative
2024
$250K
David J Theroux Chair
2024
$56K
General & Unrestricted
2024
$50K
LITIGATION
2024
$50K
To support the Center on Entrepreneurial Innovation
2024
$25K
CHARITABLE SUPPORT
2024
$25K
NATIONAL AND STATE POLICY
2024
$20K
TO SUPPORT CHARITABLE PURPOSE
2024
$10K
CENTER FOR EDUCATIONAL EXCELLENCE
2024
$10K
SUPPORT NON-PARTISAN, PUBLIC-POLICY RESEARCH AND EDUCATIONAL ORGANIZATION THAT SHAPES IDEAS INTO PROFOUND AND LASTING IMPACT THROUGH PUBLICATIONS, CONFERENCES, AND EFFECTIVE MULTI-MEDIA PROGRAMS.
2024
$10K
UNRESTRICTED GENERAL SUPPORT
2024
$10K
SUPPORT FOR TRADITIONAL EDUCATION
2024
$8K
UNRESTRICTED GENERAL SUPPORT
2024
$8K
OPERATING FUND FOR OTHER PUBLIC CHARITY
2024
$8K
GENERAL CHARITABLE CONTRIBUTION
2024
$8K
GENERAL OPERATING SUPPORT
2024
$5K
GENERAL FUND
2024
$5K
OPERATING FUND FOR OTHER PUBLIC CHARITY
2024
$5K
GENERAL USE
2024
$1K
Support of Charitable Purpose
2024
$1K
FUNDS FOR DISCRETIONARY USE
2024
$1K
THE INSTITUTE'S STATED MISSION IS "TO BOLDLY ADVANCE PEACEFUL, PROSPEROUS, AND FREE SOCIETIES, GROUNDED IN A COMMITMENT TO HUMAN WORTH AND DIGNITY." THE INSTITUTE MAINTAINS MYGOVCOST.ORG, WHICH FOCUSES ON THE CRITICAL ANALYSIS OF FISCAL POLICY AND GOVERNMENT WASTE.
2024
$500
EDUCATION
2024
$200
SUPPORT OF OTHER CHARITABLE ORGANIZATIONS
2024
$100
OPERATING EXPENSES
2024
$100
GENERAL SUPPORT
2024
$800K
GENERAL SUPPORT
2023
$750K
COMMUNITY OUTREACH
2023
$500K
SOCIAL SERVICES
2023
$359K
for general operations
2023
$350K
for the Beyond Homeless initiative
2023
$250K
David J Theroux Chair
2023
$195K
For grant recipient's exempt purposes
2023
$99K
PROGRAMS FOR ADVANCEMENT OF PEACEFUL, PROSPEROUS, AND FREE SOCIETIES
2023
$75K
CONTRIBUTION
2023
$50K
General & Unrestricted
2023
$50K
MATCHING GRANT TO SUPPORT RESEARCH AND EDUCATIONAL ORGANIZATION
2023
$35K
EDUCATION PROGRAM SUPPORT
2023
$30K
NATIONAL AND STATE POLICY
2023
$30K
SUPPORT FREE SOCIETIES
2023
$25K
CHARITABLE SUPPORT
2023
$25K
GENERAL SUPPORT
2023
$20K
GENERAL OPERATING FUND
2023
$20K
General & Unrestricted
2023
$20K
UNRESTRICTED GENERAL OPERATING SUPPORT
2023
$18K
TO SUPPORT CHARITABLE PURPOSE
2023
$16K
UNRESTRICTED GENERAL SUPPORT
2023
$15K
CHARITABLE - OPERATING SUPPORT
2023
$15K
CHARITABLE/ OPERATING SUPPORT
2023
$15K
OPERATING SUPPORT
2023
$15K
UNRESTRICTED
2023
$12K
CHARITABLE CONTRIBUTION
2023
$10K
GENERAL SUPPORT OF CHARITY
2023
$10K
SUPPORT NON-PARTISAN, PUBLIC-POLICY RESEARCH AND EDUCATIONAL ORGANIZATION THAT SHAPES IDEAS INTO PROFOUND AND LASTING IMPACT THROUGH PUBLICATIONS, CONFERENCES, AND EFFECTIVE MULTI-MEDIA PROGRAMS.
2023
$10K
CHARITABLE CONTRIBUTION
2023
$10K
to boldly advance peaceful, prosperous, and free societies grounded in a commitment to human worth and dignity.
2023
$10K
OPERATING FUND FOR OTHER PUBLIC CHARITY
2023
$10K
CENTER FOR EDUCATIONAL EXCELLENCE
2023
$10K
Furtherance of charitable activities
2023
$9K
FOR RECIPIENT'S EXEMPT PURPOSE
2023
$8K
OPERATING FUND FOR OTHER PUBLIC CHARITY
2023
$8K
FOR GENERAL OPERATING SUPPORT
2023
$7K
GENERAL CHARITABLE PURPOSE
2023
$5K
unrestrictedgrant
2023
$5K
General & Unrestricted
2023
$5K
UNRESTRICTED GENERAL SUPPORT
2023
$5K
GENERAL FUND
2023
$5K
FOR GENERAL SUPPORT
2023
$5K
GENERAL CHARITABLE SUPPORT
2023
$2K
OPERATING SUPPORT
2023
$2K
CHARITABLE CONTRIBUTION
2023
$2K
GENERAL EDUCARION - PUBLIC
2023
$1K
SUPPORT OF ORGANIZATION
2023
$1K
Support of Charitable Purpose
2023
$1K
General & Unrestricted
2023
$1K
GENERAL SUPPORT
2023
$1K
GENERAL OPERATIONS
2023
$1K
UNRESTRICTED CHARITABLE GIFT
2023
$500
EDUCATION
2023
$200
TO SUPPORT THE CHARITY'S MISSION
2023
$100
CHARITABLE CONTRIBUTION
2023
$100
Our mission is to boldly advance peaceful, prosperous, and free societies grounded in a commitment to human worth and dignity.
2023
$888K
for general operations
2022
$368K
For grant recipient's exempt purposes
2022
$300K
GENERAL SUPPORT
2022
$200K
for the homelessness initiative
2022
$158K
PUBLIC, SOCIETAL BENEFIT
2022
$100K
COMMUNITY OUTREACH
2022
$75K
CONTRIBUTION
2022
$50K
MATCHING GRANT TO SUPPORT RESEARCH AND EDUCATIONAL ORGANIZATION
2022
$50K
General & Unrestricted
2022
$50K
GENERAL SUPPORT
2022
$30K
SUPPORT FREE SOCIETIES
2022
$30K
NATIONAL AND STATE POLICY
2022
$25K
CHARITABLE SUPPORT
2022
$25K
GENERAL OPERATING SUPPORT
2022
$25K
In Memory of David Theroux
2022
$25K
OPERATING EXPENSES
2022
$25K
SUPPORT CHARITABLE ACTIVITIES
2022
$25K
GENERAL OPERATING SUPPORT
2022
$25K
EDUCATION PROGRAM SUPPORT
2022
$23K
CHARITABLE CONTRIBUTION
2022
$20K
General & Unrestricted
2022
$20K
CHARITABLE CONTRIBUTION
2022
$20K
CENTER ON EDUCATIONAL EXCELLENCE IN MEMORY OF DAVID J. THEROUX
2022
$20K
GENERAL OPERATING FUND
2022
$17K
TO SUPPORT CHARITABLE PURPOSE
2022
$15K
UNRESTRICTED
2022
$15K
CHARITABLE/ OPERATING SUPPORT
2022
$15K
CHARITABLE - OPERATING SUPPORT
2022
$15K
OPERATING SUPPORT
2022
$13K
RESTRICTED - INDEPENDENT REVIEW
2022
$13K
RESTRICTED - STUDENT ESSAY CONTEST
2022
$10K
UNRESTRICTED GENERAL SUPPORT
2022
$10K
unrestrictedgrant
2022
$10K
GENERAL FUND
2022
$10K
to boldly advance peaceful, prosperous, and free societies grounded in a commitment to human worth and dignity.
2022
$10K
OPERATING SUPPORT
2022
$6K
OPERATING FUND FOR OTHER PUBLIC CHARITY
2022
$6K
FOR RECIPIENT'S EXEMPT PURPOSE
2022
$5K
OPERATING FUND FOR OTHER PUBLIC CHARITY
2022
$5K
UNRESTRICTED GENERAL SUPPORT
2022
$5K
SUPPORT FOR GENERAL OPERATIONS
2022
$3K
GENERAL PURPOSE
2022
$2K
Operating Support
2022
$2K
CHARITABLE
2022
$2K
EDUCATION OF GOVERNMENT
2022
$2K
CHARITABLE CONTRIBUTION
2022
$2K
GENERAL EDUCARION - PUBLIC
2022
$1K
Support of Charitable Purpose
2022
$1K
GENERAL SUPPORT
2022
$1K
UNRESTRICTED CHARITABLE GIFT
2022
$1K
GENERAL OPERATIONS
2022
$500
EDUCATION
2022
$500
GENERAL SUPPORT
2022
$250
OPERATING FUND FOR OTHER PUBLIC CHARITY
2022
$250
OPERATING FUND FOR OTHER PUBLIC CHARITY
2022
$150
SUPPORT OF OTHER CHARITABLE ORGANIZATIONS
2022
$100
ENHANCE EDUCATION
2022
$100
Our mission is to boldly advance peaceful, prosperous, and free societies grounded in a commitment to human worth and dignity.
2022
$100
EDUCATIONAL
2022
$389K
For grant recipient's exempt purposes
2021
$389K
For grant recipient's exempt purposes
2021
$125K
CONTRIBUTION
2021
$100K
MATCHING GRANT TO SUPPORT RESEARCH AND EDUCATIONAL ORGANIZATION
2021
$60K
GENERAL OPERATIONS
2021
$50K
GENERAL SUPPORT
2021
$50K
GENERAL SUPPORT
2021
$45K
General & Unrestricted
2021
$25K
CHARITABLE SUPPORT
2021
$25K
RESTRICTED - THE INDEPENDENT REVIEW AND PROPOSED STUDENT ESSAY COMPETITION
2021
$20K
CENTER ON EDUCATIONAL EXCELLENCE
2021
$20K
SUPPORT FREE SOCIETIES
2021
$15K
UNRESTRICTED
2021

Funded by

$14.4M from 127 funders · 352 grants · 2017–2024

Donors Trust Inc

$2.9M · 8 grants · 2020–2024

Fidelity Investments Charitable Gift Fund

$2.1M · 7 grants · 2018–2023

David J & Mary L

$1.7M · 4 grants · 2018–2023

The Draper Foundation

$850K · 2 grants · 2022–2023

National Philanthropic Trust

$788K · 5 grants · 2017–2023

Chauncey And Marion D Mccormick

$580K · 3 grants · 2019–2023

EL Craig Foundation

$500K · 2 grants · 2023–2024

The Chicago Community Trust

$435K · 2 grants · 2018–2019

Details

EIN943008370
Subsection03
Ruling date1986-05
Formed1986
Employees33
Volunteers7
INDEPENDENT INSTITUTE — Mission, Financials & Grants Received | Grantivo