OAKLAND INSTITUTE: Form 990, tax year 2011

View the entire original 990 at ProPublica ↗

Organization
OAKLAND INSTITUTE (EIN 42-1626352)
Tax period
2011-01-01 to 2011-12-31
Filed
2012-04-18
IRS object ID
201201109349300000
Schema version
2011v1.2
Source
Download XML · Original 990 at ProPublica

Every field in the e-filed return. Faint text is the IRS element name, for citing.

Return header ReturnHeader

FieldValueIRS element (for citing)
Timestamp2012-04-18T21:53:16-07:00Timestamp
Tax Period End Date2011-12-31TaxPeriodEndDate

Preparer Firm PreparerFirm

Preparer Firm Business Name PreparerFirmBusinessName

FieldValueIRS element (for citing)
Business Name Line1RUBIAN MOSS CPABusinessNameLine1

Preparer Firm US Address PreparerFirmUSAddress

FieldValueIRS element (for citing)
Address Line11901 OLYMPIC BOULEVARD SUITE 200AddressLine1
CityWALNUT CREEKCity
StateCAState
ZIP Code94596ZIPCode
FieldValueIRS element (for citing)
Return Type990ReturnType
Tax Period Begin Date2011-01-01TaxPeriodBeginDate

Filer Filer

FieldValueIRS element (for citing)
EIN421626352EIN

Name Name

FieldValueIRS element (for citing)
Business Name Line1THE OAKLAND INSTITUTEBusinessNameLine1
FieldValueIRS element (for citing)
Name ControlOAKLNameControl
Phone5104695228Phone

US Address USAddress

FieldValueIRS element (for citing)
Address Line1POST OFFICE BOX 18978AddressLine1
CityOAKLANDCity
StateCAState
ZIP Code94619ZIPCode

Officer Officer

FieldValueIRS element (for citing)
NameANURADHA MITTALName
TitleEXECUTIVE DIRECTORTitle
Phone5104695228Phone
Date Signed2012-03-26DateSigned
Authorize Third PartytrueAuthorizeThirdParty

Preparer Preparer

FieldValueIRS element (for citing)
NameRUBIAN MOSSName
Phone9254822626Phone
FieldValueIRS element (for citing)
Tax Year2011TaxYear
Build TS2016-02-24 21:20:13ZBuildTS

Form 990 IRS990

FieldValueIRS element (for citing)
Address ChangeXAddressChange
Name Of Principal Officer PersonANURADHA MITTALNameOfPrincipalOfficerPerson

Address Principal Officer US AddressPrincipalOfficerUS

FieldValueIRS element (for citing)
Address Line14173 MACARTHUR BLVDAddressLine1
CityOAKLANDCity
StateCAState
ZIP Code94619ZIPCode
FieldValueIRS element (for citing)
Gross Receipts397784GrossReceipts
Group Return For AffiliatesfalseGroupReturnForAffiliates
Organization501c3XOrganization501c3
Web Siteoaklandinstitute.orgWebSite
Type Of Organization CorporationXTypeOfOrganizationCorporation
Year Formation2010YearFormation
State Legal DomicileCAStateLegalDomicile
Activity Or Mission DescriptionOakland Institute is an independent policy think tank that brings fresh ideas to the most pressing social, economic, and environmental issues of our time. Our mission is to increase public participation and promote fair debate on critical social, economic and environmental issues in both national and international forums.ActivityOrMissionDescription
Nbr Voting Members Governing Body7NbrVotingMembersGoverningBody
Nbr Independent Voting Members6NbrIndependentVotingMembers
Total Nbr Employees3TotalNbrEmployees
Total Nbr Volunteers8TotalNbrVolunteers
Total Gross UBI0TotalGrossUBI
Contributions Grants Prior Year103607ContributionsGrantsPriorYear
Contributions Grants Current Year397717ContributionsGrantsCurrentYear
Program Service Revenue CY0ProgramServiceRevenueCY
Investment Income Current Year67InvestmentIncomeCurrentYear
Other Revenue Current Year0OtherRevenueCurrentYear
Total Revenue Prior Year103607TotalRevenuePriorYear
Total Revenue Current Year397784TotalRevenueCurrentYear
Grants And Similar Amnts CY2600GrantsAndSimilarAmntsCY
Benefits Paid To Members CY0BenefitsPaidToMembersCY
Salaries Etc Current Year106031SalariesEtcCurrentYear
Total Prof Fundrsng Exp CY0TotalProfFundrsngExpCY
Total Fundrsng Exp Current Year13821TotalFundrsngExpCurrentYear
Other Expense Prior Year12000OtherExpensePriorYear
Other Expenses Current Year264497OtherExpensesCurrentYear
Total Expenses Prior Year12000TotalExpensesPriorYear
Total Expenses Current Year373128TotalExpensesCurrentYear
Revenues Less Expenses Prior Year91607RevenuesLessExpensesPriorYear
Revenues Less Expenses CY24656RevenuesLessExpensesCY
Total Assets BOY206420TotalAssetsBOY
Total Assets EOY225376TotalAssetsEOY
Total Liabilities BOY5700TotalLiabilitiesBOY
Total Liabilities EOY0TotalLiabilitiesEOY
Net Assets Or Fund Balances BOY200720NetAssetsOrFundBalancesBOY
Net Assets Or Fund Balances EOY225376NetAssetsOrFundBalancesEOY
Mission DescriptionOakland Institute is an independent policy thinkMissionDescription
Significant New Program ServicesfalseSignificantNewProgramServices
Significant ChangefalseSignificantChange
Expense296631Expense
DescriptionSEE STATEMENT.Description
Total Program Service Expense296631TotalProgramServiceExpense
Described In501 C3trueDescribedIn501C3
Schedule B RequiredtrueScheduleBRequired
Political ActivitiesfalsePoliticalActivities
Lobbying ActivitiesfalseLobbyingActivities
Donor Advised FundsfalseDonorAdvisedFunds
Conservation EasementsfalseConservationEasements
Collections Of ArtfalseCollectionsOfArt
Credit CounselingfalseCreditCounseling
Term Or Permanent EndowmentstrueTermOrPermanentEndowments
Report Land Bldg EquiptrueReportLandBldgEquip
Report Invest Oth SecuritiesfalseReportInvestOthSecurities
Report Prog Rel InvestfalseReportProgRelInvest
Report Other AssetstrueReportOtherAssets
Report Other LiabilitiesfalseReportOtherLiabilities
Report Fin48 FootnotefalseReportFin48Footnote
Independent Audit Financial StmtfalseIndependentAuditFinancialStmt
Consolidated Audit Financial StmtfalseConsolidatedAuditFinancialStmt
SchoolfalseSchool
Foreign OfficefalseForeignOffice
Foreign ActivitiesfalseForeignActivities
More Than5000 K To OrganizationsfalseMoreThan5000KToOrganizations
More Than5000 K To IndividualsfalseMoreThan5000KToIndividuals
Professional FundraisingfalseProfessionalFundraising
Fundraising ActivitiesfalseFundraisingActivities
GamingfalseGaming
HospitalfalseHospital
Grants To OrganizationsfalseGrantsToOrganizations
Grants To IndividualsfalseGrantsToIndividuals
Schedule J RequiredfalseScheduleJRequired
Tax Exempt BondsfalseTaxExemptBonds
Excess Benefit TransactionfalseExcessBenefitTransaction
Prior Excess Benefit TransactionfalsePriorExcessBenefitTransaction
Loan To Officer Or DQPfalseLoanToOfficerOrDQP
Grant To Related PersonfalseGrantToRelatedPerson
Bsnss Rltnshp With OrganizationfalseBsnssRltnshpWithOrganization
Bsnss Rltnshp Thru Family MemberfalseBsnssRltnshpThruFamilyMember
Officer Entity With Bsnss RltnshpfalseOfficerEntityWithBsnssRltnshp
Deductible Non Cash ContributionsfalseDeductibleNonCashContributions
Deductible Contributions Of ArtfalseDeductibleContributionsOfArt
TerminatedfalseTerminated
Partial LiquidationfalsePartialLiquidation
Disregarded EntityfalseDisregardedEntity
Related EntityfalseRelatedEntity
Related Org Controlled EntityfalseRelatedOrgControlledEntity
Transaction Related EntityfalseTransactionRelatedEntity
Activities Conducted PartnershipfalseActivitiesConductedPartnership
Schedule O RequiredtrueScheduleORequired
Number Forms Transmitted With109612NumberFormsTransmittedWith1096
Number W2 G Included0NumberW2GIncluded
Number Of Employees3NumberOfEmployees
Employment Tax Returns FiledtrueEmploymentTaxReturnsFiled
Unrelated Business IncomefalseUnrelatedBusinessIncome
Foreign Financial AccountfalseForeignFinancialAccount
Prohibited Tax Shelter TransfalseProhibitedTaxShelterTrans
Taxable Party NotificationfalseTaxablePartyNotification
Non Deductible ContributionsfalseNonDeductibleContributions
Quid Pro Quo ContributionsfalseQuidProQuoContributions
Form8282 Property Disposed OffalseForm8282PropertyDisposedOf
Funds To Pay PremiumsfalseFundsToPayPremiums
Premiums PaidfalsePremiumsPaid
Indoor Tanning ServicesfalseIndoorTanningServices
Info In Schedule O Part VIXInfoInScheduleOPartVI
Nbr Voting Governing Body Members7NbrVotingGoverningBodyMembers
Number Independent Voting Members6NumberIndependentVotingMembers
Family Or Business RelationshipfalseFamilyOrBusinessRelationship
Delegation Of Management DutiesfalseDelegationOfManagementDuties
Changes To Organizing DocsfalseChangesToOrganizingDocs
Material Diversion Or MisusefalseMaterialDiversionOrMisuse
Members Or StockholdersfalseMembersOrStockholders
Election Of Board MembersfalseElectionOfBoardMembers
Decisions Subject To ApprovalfalseDecisionsSubjectToApproval
Minutes Of Governing BodytrueMinutesOfGoverningBody
Minutes Of CommitteestrueMinutesOfCommittees
Officer Mailing AddressfalseOfficerMailingAddress
Local ChaptersfalseLocalChapters
Form990 Provided To Governing BodytrueForm990ProvidedToGoverningBody
Conflict Of Interest PolicytrueConflictOfInterestPolicy
Annual Disclosure Covered PersonstrueAnnualDisclosureCoveredPersons
Regular Monitoring EnforcementtrueRegularMonitoringEnforcement
Whistleblower PolicytrueWhistleblowerPolicy
Document Retention PolicytrueDocumentRetentionPolicy
Compensation Process CEOtrueCompensationProcessCEO
Compensation Process OthertrueCompensationProcessOther
Investment In Joint VenturefalseInvestmentInJointVenture
States Where Copy Of Return Is FiledCAStatesWhereCopyOfReturnIsFiled
Upon RequestXUponRequest

The Books Are In Care Of TheBooksAreInCareOf

Name Business NameBusiness

FieldValueIRS element (for citing)
Business Name Line1THE OAKLAND INSTITUTEBusinessNameLine1
FieldValueIRS element (for citing)
Telephone Number5104695228TelephoneNumber

Address US AddressUS

FieldValueIRS element (for citing)
Address Line14173 MACARTHUR BOULEVARD 9AddressLine1
CityOAKLANDCity
StateCAState
ZIP Code94619ZIPCode

Form990 Part VII Section A Form990PartVIISectionA (7 entries)

TitleTitleAverage Hours Per WeekAverageHoursPerWeekIndividual Trustee Or DirectorIndividualTrusteeOrDirectorOfficerOfficerReportable Comp From OrganizationReportableCompFromOrganizationReportable Comp From Related OrgsReportableCompFromRelatedOrgsOther CompensationOtherCompensation
SHANNON BIGGS
Secretary1.00XX000
TONY CLARKE
Director1.00X000
JEFF FURMAN
Director10.00X000
CAROLYN PURCELL
Chair4.00XX000
CAROL JOHNSON
Director1.00X000
TANIA ROSE
Treasurer1.00XX000
ANURADHA MITTAL
Executive Director40.00X6135000
FieldValueIRS element (for citing)
Total Reportable Comp From Org61350TotalReportableCompFromOrg
Formers ListedfalseFormersListed
Total Comp GT150 KfalseTotalCompGT150K
Compensation From Other SourcesfalseCompensationFromOtherSources
All Other Contributions397717AllOtherContributions
Total Contributions397717TotalContributions

Investment Income InvestmentIncome

FieldValueIRS element (for citing)
Total Revenue Column67TotalRevenueColumn
Exclusion$67ExclusionAmount

Total Revenue TotalRevenue

FieldValueIRS element (for citing)
Total Revenue Column397784TotalRevenueColumn
Exclusion$67ExclusionAmount

Grants To Domestic Orgs GrantsToDomesticOrgs

FieldValueIRS element (for citing)
Total2600Total
Program Services2600ProgramServices

Comp Current Officers Directors CompCurrentOfficersDirectors

FieldValueIRS element (for citing)
Total61350Total
Program Services33560ProgramServices
Management And General16603ManagementAndGeneral
Fundraising11187Fundraising

Other Salaries And Wages OtherSalariesAndWages

FieldValueIRS element (for citing)
Total25667Total
Program Services25667ProgramServices
Management And General0ManagementAndGeneral
Fundraising0Fundraising

Other Employee Benefits OtherEmployeeBenefits

FieldValueIRS element (for citing)
Total11739Total
Program Services0ProgramServices
Management And General11739ManagementAndGeneral
Fundraising0Fundraising

Payroll Taxes PayrollTaxes

FieldValueIRS element (for citing)
Total7275Total
Program Services5051ProgramServices
Management And General1319ManagementAndGeneral
Fundraising905Fundraising

Fees For Services Legal FeesForServicesLegal

FieldValueIRS element (for citing)
Total10644Total
Program Services2600ProgramServices
Management And General8044ManagementAndGeneral
Fundraising0Fundraising

Fees For Services Accounting FeesForServicesAccounting

FieldValueIRS element (for citing)
Total2735Total
Program Services0ProgramServices
Management And General2735ManagementAndGeneral
Fundraising0Fundraising

Fees For Services Other FeesForServicesOther

FieldValueIRS element (for citing)
Total190947Total
Program Services189817ProgramServices
Management And General0ManagementAndGeneral
Fundraising1130Fundraising

Office Expenses OfficeExpenses

FieldValueIRS element (for citing)
Total8326Total
Program Services3104ProgramServices
Management And General5022ManagementAndGeneral
Fundraising200Fundraising

Information Technology InformationTechnology

FieldValueIRS element (for citing)
Total17597Total
Program Services14705ProgramServices
Management And General2692ManagementAndGeneral
Fundraising200Fundraising

Occupancy Occupancy

FieldValueIRS element (for citing)
Total8395Total
Program Services0ProgramServices
Management And General8395ManagementAndGeneral
Fundraising0Fundraising

Travel Travel

FieldValueIRS element (for citing)
Total19045Total
Program Services16660ProgramServices
Management And General2337ManagementAndGeneral
Fundraising48Fundraising

Conferences Meetings ConferencesMeetings

FieldValueIRS element (for citing)
Total3993Total
Program Services2493ProgramServices
Management And General1349ManagementAndGeneral
Fundraising151Fundraising

Depreciation Depletion DepreciationDepletion

FieldValueIRS element (for citing)
Total392Total
Program Services374ProgramServices
Management And General18ManagementAndGeneral
Fundraising0Fundraising

Insurance Insurance

FieldValueIRS element (for citing)
Total2423Total
Program Services0ProgramServices
Management And General2423ManagementAndGeneral
Fundraising0Fundraising

Total Functional Expenses TotalFunctionalExpenses

FieldValueIRS element (for citing)
Total373128Total
Program Services296631ProgramServices
Management And General62676ManagementAndGeneral
Fundraising13821Fundraising

Cash Non Interest Bearing CashNonInterestBearing

FieldValueIRS element (for citing)
BOY202990BOY
EOY34652EOY

Savings And Temp Cash Investments SavingsAndTempCashInvestments

FieldValueIRS element (for citing)
BOY305BOY
EOY170372EOY

Pledges And Grants Receivable PledgesAndGrantsReceivable

FieldValueIRS element (for citing)
BOY125BOY
EOY1204EOY

Prepaid Expenses Deferred Charges PrepaidExpensesDeferredCharges

FieldValueIRS element (for citing)
BOY2400BOY
EOY16785EOY
FieldValueIRS element (for citing)
Land Buildings Equipment Basis2155LandBuildingsEquipmentBasis
Land Bldg Equipment Accum Deprec392LandBldgEquipmentAccumDeprec

Land Buildings Equipment Basis Net LandBuildingsEquipmentBasisNet

FieldValueIRS element (for citing)
EOY1763EOY

Other Assets Total OtherAssetsTotal

FieldValueIRS element (for citing)
BOY600BOY
EOY600EOY

Total Assets TotalAssets

FieldValueIRS element (for citing)
BOY206420BOY
EOY225376EOY

Accounts Payable Accrued Expenses AccountsPayableAccruedExpenses

FieldValueIRS element (for citing)
BOY5700BOY

Total Liabilities TotalLiabilities

FieldValueIRS element (for citing)
BOY5700BOY
EOY0EOY
FieldValueIRS element (for citing)
Follow SFAS117XFollowSFAS117

Unrestricted Net Assets UnrestrictedNetAssets

FieldValueIRS element (for citing)
BOY200720BOY
EOY225376EOY

Total Net Assets Fund Balances TotalNetAssetsFundBalances

FieldValueIRS element (for citing)
BOY200720BOY
EOY225376EOY

Total Liab Net Assets Fund Balances TotalLiabNetAssetsFundBalances

FieldValueIRS element (for citing)
BOY206420BOY
EOY225376EOY
FieldValueIRS element (for citing)
Reconcilation Revenue Expenses24656ReconcilationRevenueExpenses
Method Of Accounting AccrualXMethodOfAccountingAccrual
Accountant Compile Or ReviewfalseAccountantCompileOrReview
FS AuditedfalseFSAudited
Federal Grant Audit RequiredfalseFederalGrantAuditRequired

Schedule A IRS990ScheduleA

FieldValueIRS element (for citing)
Publicly Supported Org170b1 AviXPubliclySupportedOrg170b1Avi

Gifts Grants Contrib Received170 GiftsGrantsContribReceived170

FieldValueIRS element (for citing)
Current Tax Year Minus1 Year103607CurrentTaxYearMinus1Year
Current Tax Year397717CurrentTaxYear
Total501324Total

Total170 Total170

FieldValueIRS element (for citing)
Current Tax Year Minus1 Year103607CurrentTaxYearMinus1Year
Current Tax Year397717CurrentTaxYear
Total501324Total
FieldValueIRS element (for citing)
Amounts Subst Contributors Total423068AmountsSubstContributorsTotal
Public Support Total17078256PublicSupportTotal170

Gross Investment Income170 GrossInvestmentIncome170

FieldValueIRS element (for citing)
Current Tax Year67CurrentTaxYear
Total67Total
FieldValueIRS element (for citing)
Total Support501391TotalSupport
First5 Years170XFirst5Years170
Public Support Pertcentage1700PublicSupportPertcentage170
Public Support Total5090PublicSupportTotal509
Public Support Percentage5090PublicSupportPercentage509
Investment Income Percentage0InvestmentIncomePercentage

Schedule B IRS990ScheduleB

Contributor Info ContributorInfo

FieldValueIRS element (for citing)
Contributor NumberRESTRICTEDContributorNumber

Contributor Name Business ContributorNameBusiness

FieldValueIRS element (for citing)
Business Name Line1RESTRICTEDBusinessNameLine1

Contributor Address US ContributorAddressUS

FieldValueIRS element (for citing)
Address Line1RESTRICTEDAddressLine1
Address Line2RESTRICTEDAddressLine2
CityRESTRICTEDCity
StateRESTRICTEDState
ZIP CodeRESTRICTEDZIPCode
FieldValueIRS element (for citing)
Aggregate ContributionsRESTRICTEDAggregateContributions

Schedule D IRS990ScheduleD

Equipment Equipment

FieldValueIRS element (for citing)
Other Cost Or Other Basis2155OtherCostOrOtherBasis
Book Value2155BookValue
FieldValueIRS element (for citing)
Total Of Book Value Land Buildings2155TotalOfBookValueLandBuildings

Other Assets OtherAssets

FieldValueIRS element (for citing)
DescriptionSecurity depositDescription
Book Value600BookValue
FieldValueIRS element (for citing)
Total Book Value Other Assets600TotalBookValueOtherAssets

Schedule O IRS990ScheduleO

General Explanation GeneralExplanation (4 entries)

IdentifierIdentifierExplanationExplanation
Pt VI, Line 11aForm 990 is reviewed and approved by Board before filing.
Pt VI, Line 12cDiscussed at every Board meeting.
Pt VI, Line 15Compensation for key employees is compared to compensation by other
nonprofits in the area.

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