2024-08-02T07:10:38-05:00 2023-12-31 300022324 D K WEISS HOLT & ASSOCIATES PLLC 4660 N BRETON COURT SUITE 102 KENTWOOD MI 49508 990 2023-01-01 840990300 INDEPENDENCE INSTITUTE INDE 3032796536 727 E 16TH AVE DENVER CO 80203 JON C CALDARA PRESIDENT 3032796536 2024-07-26 1 0 DENNIS K WEISS CPA P01330013 6168711233 2024-07-26 2023 2024-08-08 14:25:15Z JON C CALDARA 727 E 16TH AVE DENVER CO 80203 3668277 0 X N/A X 1985 CO INDEPENDENCE INSTITUTE IS ESTABLISHED UPON THE ETERNAL TRUTHS OF THE DECLARATION OF INDEPENDENCE. FOUNDED IN 1985, THE INDEPENDENCE INSTITUTE IS A NON-PARTISAN, NON-PROFIT PUBLIC POLICY RESEARCH ORGANIZATION, DEDICATED TO PROVIDING TIMELY INFORMATION TO CONCERNED CITIZENS, GOVERNMENT OFFICIALS AND PUBLIC OPINION LEADERS. UNLIKE OTHER ORGANIZATIONS WHICH SEEK GOVERNMENT INTERVENTION AS THE BEST SOLUTION TO PUBLIC POLICY CHALLENGES, THE INDEPENDENCE INSTITUTE SEEKS TO EXPLORE ALL ALTERNATIVES, EMPHASIZING FREE MARKET, PRIVATE-SECTOR SOLUTIONS. THE INDEPENDENCE INSTITUTE IS RECOGNIZED BY FRIEND AND FOE ALIKE AS ONE OF THE MOST EFFECTIVE ORGANIZATIONS SETTING A FREEDOM AGENDA FOR COLORADO AND THE UNITED STATES. THROUGH THE INSTITUTE'S POLICY CENTERS, AREAS OF CRITICAL IMPORTANCE ARE ADDRESSED WITH A DEDICATED FOCUS. THE CENTERS ALLOW POLICY MAKERS, THE PUBLIC AND THE MEDIA, ACCESS TO A CONCENTRATED EDUCATIONAL SOURCE OF EXPERTISE AND EDUCATION ON SPECIFIC POLICY AREAS. 6 6 16 0 0 0 3882611 3476487 0 0 -101580 157360 196445 11052 3977476 3644899 451500 303000 0 0 1368255 1338113 0 0 224980 893786 1104940 2713541 2746053 1263935 898846 5396578 6308175 115030 127781 5281548 6180394 ISSUES RESEARCH & EDUCATION OF THE PUBLIC. 0 0 1921386 303000 THE LIBERTY PROJECT - THE GOAL OF THE INDEPENDENCE INSTITUTE'S LIBERTY PROJECT IS TO EDUCATE THE CITIZENS, PUBLIC OFFICIALS, THE MEDIA, THE BUSINESS COMMUNITY AND CONCERNED CITIZENS ON FREE MARKET SOLUTIONS TO PUBLIC POLICY CHALLENGES. THE LIBERTY PROJECT SERVES AS OUR GENERAL RESEARCH AND SERVICES CATEGORY. ITS PURPOSE IS EDUCATION ON POLICY ISSUES NOT SPECIFIED IN A PARTICULAR POLICY CENTER. 321536 SECOND AMENDMENT PROJECT - THE SECOND AMENDMENT PROJECT (SAP) HAS ESTABLISHED ITSELF AS THE WORLD'S LEADING POLICY RESEARCH CENTER IN THE SUPPORT OF THE RIGHT TO KEEP AND BEAR ARMS AS LAID OUT IN THE SECOND AMENDMENT OF THE UNITED STATES CONSTITUTION. SAP DIRECTOR DAVID KOPEL STUDIES THE LEGAL PRECEDENTS, NEWS AND OPINIONS, IN COLORADO, THE UNITED STATES AND THE WORLD, TO PROVIDE A CONSTITUTIONAL PERSPECTIVE ON TOPICS RANGING FROM LEGAL REFORM TO GUN RIGHTS. 188309 EDUCATION POLICY CENTER - CALLING FOR GREATER INVOLVEMENT OF PARENTS IN THE ROLE OF EDUCATING CHILDREN, THE INDEPENDENCE INSTITUTE WAS THE FIRST IN THE STATE TO PROMOTE IDEAS SUCH AS OPEN ENROLLMENT, CHARTER SCHOOLS, SCHOOL REPORT CARDS AND VOUCHERS. THE EDUCATION POLICY CENTER, UNDER THE DIRECTION OF PAM BENIGNO, CONTINUES ITS WORK IN THE AREAS OF SCHOOL CHOICE AND SCHOOL ACCOUNTABILITY WHILE ALSO DEFENDING THE RIGHTS OF TEACHERS AND TAXPAYERS FROM UNION ABUSES. 2431231 1 1 0 1 0 0 0 0 0 0 1 0 0 0 1 0 1 0 0 0 0 0 0 0 0 0 0 1 0 1 0 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 0 1 32 0 1 16 1 0 0 0 0 0 0 0 0 0 0 X 6 6 0 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 1 1 0 X INDEPENDENCE INSTITUTE 3032796536 727 E 16TH AVE DENVER CO 80203 KATHERINE WHITCOMB VICE CHAIRMAN 1.00 X X 0 0 0 DICK WADHAMS TRUSTEE 1.00 X 0 0 0 CATHERINE SHOPNECK CHAIRMAN 1.00 X X 0 0 0 JOSEPH SMITH TRUSTEE 1.00 X 0 0 0 MARK HILLMAN TRUSTEE 1.00 X 0 0 0 MIKE MCCARTY TREASURER 1.00 X X 0 0 0 JON C CALDARA PRESIDENT OF II 40.00 X 157790 0 0 157790 0 0 1 0 1 0 0 3476487 3151 3476487 157360 157360 34430 23378 11052 11052 3644899 157360 0 11052 303000 303000 157790 138145 8442 11203 1039841 833634 55216 150991 54459 42860 1141 10458 86023 68543 4708 12772 67201 64592 2584 25 15601 15580 11 10 2403 2403 92077 91409 232 436 29535 25780 1541 2214 34330 34027 303 94 94 84521 84521 9852 7882 985 985 CONTRACTOR & CONSULTANT 410525 383294 11731 15500 PUBLICATIONS 89416 78419 0 10997 UTILITIES 63151 58476 1942 2733 OUTREACH 53712 53712 0 0 152522 144860 1309 6353 2746053 2431231 89842 224980 2572950 3418190 37500 2909666 962183 2084704 1947483 738924 887302 0 17700 5396578 6308175 32058 36845 82972 90936 115030 127781 X 0 0 0 0 0 898846 5281548 6180394 5396578 6308175 898846 0 X 0 1 X 1 0 X 3690304 2535340 2988012 3882611 3473336 16569603 3690304 2535340 2988012 3882611 3473336 16569603 16569603 59662 59792 48553 -101402 101461 168066 32984 55922 29565 196445 27728 342644 17080313 0.97010 0.97240 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 22000 22000 2724053 2746053 287303 71826 0 0 287247 285677 287303 860227 1290341 61107 29142 22000 112249 71812 71419 71826 215057 322586 61107 61107 250000 250000 2100000 634935 1465065 337088 135829 201259 89338 62515 26823 133240 128904 4336 1947483 ACCRUED LIABILITIES 90936 90936 3644899 0 3644899 0 3644899 2746053 0 2746053 0 2746053 0 COLORADANS FOR CIVIL LIBERTIES 3620 W 10TH ST STE B PMB 123 GREELEY CO 80634 810877249 501C4 150000 0 GRANT CONTRACT RESEARCH COLORADO INDEPENDENT ACTION 3620 W 10TH ST STE B PMB 519 GREELEY CO 80634 472833146 501C4 150000 0 GRANT CONTRACT RESEARCH 0 0 0 0 0 0 0 0 0 JON C CALDARA PRESIDENT OF II 157790 0 0 0 0 0 0 0 0 0 157790 0 0 0 FORM 990, PART VI, SECTION B, LINE 11B THE VICE PRESIDENT OF OPERATIONS CAREFULLY REVIEWS THE FORM 990 AND DISCUSSES IT WITH THE TAX PREPARER, THEN A COPY IS MADE AVAILABLE TO THE TRUSTEES. FORM 990, PART VI, SECTION B, LINE 12C IF AN ISSUE ARISES THAT HAS THE APPEARANCE OF A CONFLICT, OUR ATTORNEY WOULD REVIEW IT. FORM 990, PART VI, SECTION B, LINE 15 COMPENSATION IS REVIEWED AND VOTED ON BY THE BOARD, ANNUALLY. ALL DOCUMENTS ARE AVAILABLE UPON REQUEST. FORM 990, PART VI, SECTION C, LINE 19 ALL DOCUMENTS ARE AVAILABLE UPON REQUEST. COMPLETE COLORADO 727 E 16TH AVE DENVER CO 80203 463286289 POLITICAL NEWS WEBSITE CO INDEPENDENCE INSTITUTE