INDEPENDENT INSTITUTE

As filed

Subsection

03

Classification

1000

Street

100 SWAN WAY STE 200

These codes are the IRS's own and are shown exactly as filed. What each one means is in the Business Master File documentation (opens in a new tab).

Other organizations at this address

3 other organizations in the IRS Business Master File list the same street address. matched by us

This address is a suite or unit (STE 200). Organizations that share one are often clients of the same office-services firm, accountant or registered agent rather than related to each other.

We match the street line and ZIP code as the IRS gives them, ignoring case and outer spaces and nothing else, so "AVE" and "AVENUE" count as different streets and this list can miss some. A shared address can mean related organizations or a shared office, but it can also be a registered agent, a mail drop or a service provider holding mail for unrelated clients. It is not, by itself, evidence that two organizations are connected.

• C S LEWIS SOCIETY OF CALIFORNIA

  EIN 20-5426774

• DAVID J AND MARY L G THEROUX FOUNDATION

  EIN 94-3180069

• GOLDEN GATEWAY INC

  EIN 99-4628574

Mission and programs · 2024

• DISSEMINATING IDEAS: INDEPENDENT DEPLOYS BEST-IN-CLASS TRANSMEDIA CAMPAIGNS TO CONNECT ITS RIGOROUS RESEARCH TO TARGETED AUDIENCES, ENCOURAGING THE APPLICATION OF THESE IDEAS INTO THE CULTURE AND COMMUNITY IN WINNING THE BATTLE OF IDEAS. THESE ACTIVITIES INCLUDE PUBLISHING THE WORK IN VARIOUS FORMATS (BOOK, JOURNAL ARTICLE, OR OTHER PUBLICATION), AND THEN AGGRESSIVELY MARKETING THE RESULTS TO POSITION THE FINDINGS ACROSS MAJOR OPINION AUDIENCES. INDEPENDENT ORGANIZES CONFERENCES AND MEDIA PROGRAMS, AND REPACKAGES THE FINDINGS TO COMMUNICATE TO DIFFERENT KINDS AND LEVELS OF AUDIENCES. WE UTILIZE ONLINE PLATFORMS AND SOCIAL MEDIA IN TARGETING AUDIENCES ON THOSE MATTERS THAT WILL DIRECTLY AFFECT THEM. THESE ACTIVITIES ATTRACT OVER 1 MILLION WEBSITE VISITORS, HALF A MILLION SOCIAL MEDIA FOLLOWERS, AND 5.5 BILLION MEDIA IMPRESSIONS PER YEAR.

  Expenses $2,586,715 · Revenue $109,195

• 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 $1,449,051

• 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 $573,848

• 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 $508,437

As filed on the 2024 return. The filer continues this part on Schedule O, which is not shown here.

Officers and directors · 2024

As listed in Part VII of the 2024 return, in the order the filer printed them. Each return names its own; this is not a roster the organization keeps with us.

Compensation is as filed in Part VII: reportable pay from this organization and from related organizations, other compensation, and hours per week. The total, marked calculated, is our sum of the three dollar columns, with a blank column counted as $0; the form itself has no total. On a Form 990-EZ the columns are Part IV's instead, and on a Form 990-PF Part VIII's — compensation, contributions to benefit plans, and expense account — and the total sums those. A Schedule J breakdown is as filed: base pay, bonus, other, deferred compensation and nontaxable benefits from this organization, with any from related organizations beside each, and the filer's own total. It is shown with the Part VII listing of the same name on the same return. The form gives no key between the two, so that pairing is ours, and is marked matched by us. Earlier years are each on their own filing page.

Filings

• 2024

  Revenue

  $6,514,941

  Expenses

  $6,603,018

  Contributions

  $5,542,509

  Grants paid

  $0

• 2023

  Revenue

  $9,041,220

  Expenses

  $5,328,241

  Contributions

  $8,421,321

  Grants paid

  $0

• 2022

  Revenue

  $4,070,807

  Expenses

  $5,035,747

  Contributions

  $3,822,104

  Grants paid

  $0

The four totals the IRS asks for on Part I of the Form 990, as filed. A dash means the figure was not present on the return — not that it was zero.

Other returns filed

• 2021 · 990

  Revenue

  $5,449,140

  Expenses

  $4,885,556

  Assets (EOY)

  $9,064,012

• 2020 · 990

  Revenue

  $4,554,919

  Expenses

  $4,501,500

  Assets (EOY)

  $9,389,150

• 2019 · 990

  Revenue

  $4,135,047

  Expenses

  $4,345,303

  Assets (EOY)

  $8,594,622

• 2018 · 990

  Revenue

  $4,179,442

  Expenses

  $3,903,889

  Assets (EOY)

  $8,473,988

• 2017 · 990

  Revenue

  $3,013,395

  Expenses

  $3,196,579

  Assets (EOY)

  $8,256,487

• 2016 · 990

  Revenue

  $2,289,924

  Expenses

  $2,776,763

  Assets (EOY)

  $8,407,846

• 2015 · 990

  Revenue

  $4,736,407

  Expenses

  $2,721,389

  Assets (EOY)

  $8,643,887

Nonprofiteer parses Forms 990, 990-EZ and 990-PF, in a window of recent tax years. These returns are recorded from the IRS e-file index, so their figures were extracted by that index rather than read from the return here — treat them as a different source from the filings above, not as more of the same record. A dash means the index carries no figure; Form 990-T listings carry none at all.

Grants made

No itemized grants to organizations. Schedule I is filed only by organizations that granted more than $5,000 to a recipient, so most filers have none.

Grants received

• DONORS TRUST INC

  $888,350

  2022 · for general operations

• DONOR ADVISED CHARITABLE GIVING

  $567,000

  2024 · EDUCATION

• NATIONAL PHILANTHROPIC TR

  $505,000

  2023 · HEALTH

• NATIONAL PHILANTHROPIC TR

  $370,000

  2024 · EDUCATION

• DONORS TRUST INC

  $369,250

  2024 · for general operations

• FIDELITY INVESTMENTS CHARITABLE GIFT FUND

  $367,750

  2022 · For grant recipient's exempt purposes

• DONORS TRUST INC

  $359,400

  2023 · for general operations

• DONORS TRUST INC

  $350,000

  2023 · for the Beyond Homeless initiative

• DONORS TRUST INC

  $325,000

  2024 · for the Beyond Homeless initiative

• DONORS TRUST INC

  $200,000

  2022 · for the homelessness initiative

The 10 largest by cash amount. The API serves every itemized grant.

Related organizations

From Schedule R Part II, where a filer lists the tax-exempt organizations it is related to by control. It does not record shared board members or money.

Other IRS files