Civic Intelligence

Ulysses S Grant Foundation

EIN 06-6071625 • 501(c)3 • New Haven, CT

Profile

To provide high quality, supplementary education and to develop educational opportunities for inner-city new haven connecticut students.

PO Box 200033New Haven, CT 06520

yale.edu/USGRANT

Siviq Scores

Precomputed percentiles relative to similar nonprofits. These scores are descriptive rather than judgmental.

Liabilities / Assets

36th percentile

0.00x

Higher debt load relative to assets than 36% of similar nonprofits.

501(c)3 • $500k-$1M nonprofits • Source year 2025

Liabilities / Revenue

49th percentile

0.01x

Higher debt load relative to revenue than 49% of similar nonprofits.

501(c)3 • $500k-$1M nonprofits • Source year 2025

Net Margin

21st percentile

-13%

Higher net margin than 21% of similar nonprofits.

501(c)3 • $500k-$1M nonprofits • Source year 2025

Top Officer Pay

Score unavailable

No value available

No filing with officer rows is available for this organization yet.

Asset Growth

50th percentile

3.2%

Faster asset growth than 50% of similar nonprofits.

501(c)3 • $500k-$1M nonprofits • Annualized from 2023 to 2025

Revenue Growth

26th percentile

-7.9%

Faster revenue growth than 26% of similar nonprofits.

501(c)3 • $500k-$1M nonprofits • Annualized from 2023 to 2025

Balance Sheet
Liabilities / Assets36th percentile

Assets

Up

$944,918

Up $50,093 (+5.6%) from 2024

Liabilities

Down

$1,100

Down $4,818 (-81%) from 2024

Net Assets

Up

$943,818

Up $54,911 (+6.2%) from 2024

Operations
Liabilities / Revenue49th percentileNet Margin21st percentile

Revenue

Up

$76,464

Up $14,209 (+23%) from 2024

Expenses

Down

$86,432

Down $14,344 (-14%) from 2024

Net Income

Up

-$9,968

Up $28,553 (+74%) from 2024

Trend Graphs

Balance Sheet Trend

Asset Growth50th percentile

Grouped bars show assets, liabilities, and net assets across loaded filings.

$1.0M$500K$0Assets 2011: $464,283Liabilities 2011: $6,4392011Assets 2012: $513,743Liabilities 2012: $16,628Net Assets 2012: $497,1152012Assets 2013: $530,111Liabilities 2013: $15,170Net Assets 2013: $514,9412013Assets 2014: $599,161Liabilities 2014: $8,870Net Assets 2014: $590,2912014Assets 2015: $602,037Liabilities 2015: $25,050Net Assets 2015: $576,9872015Assets 2016: $610,417Liabilities 2016: $17,323Net Assets 2016: $593,0942016Assets 2017: $673,726Liabilities 2017: $13,945Net Assets 2017: $659,7812017Assets 2018: $718,322Liabilities 2018: $37,360Net Assets 2018: $680,9622018Assets 2019: $719,303Liabilities 2019: $44,477Net Assets 2019: $674,8262019Assets 2020: $787,274Liabilities 2020: $14,831Net Assets 2020: $772,4432020Assets 2021: $905,403Liabilities 2021: $24,350Net Assets 2021: $881,0532021Assets 2022: $835,615Liabilities 2022: $16,527Net Assets 2022: $819,0882022Assets 2023: $887,289Liabilities 2023: $58,410Net Assets 2023: $828,8792023Assets 2024: $894,825Liabilities 2024: $5,918Net Assets 2024: $888,9072024Assets 2025: $944,918Liabilities 2025: $1,100Net Assets 2025: $943,8182025

Highlighted filing

2025

Assets$944,918
Liabilities$1,100
Net Assets$943,818
Open 2025 Filing

Operations Trend

Revenue Growth26th percentile

Revenue, expenses, and net income by year, with the latest filing highlighted.

$150K$100K$50K$0-$50K-$100KRevenue 2011: $51,265Expenses 2011: $52,410Net Income 2011: -$1,1452011Revenue 2012: $68,050Expenses 2012: $54,409Net Income 2012: $13,6412012Revenue 2013: $52,431Expenses 2013: $54,614Net Income 2013: -$2,1832013Revenue 2014: $67,859Expenses 2014: $57,756Net Income 2014: $10,1032014Revenue 2015: $85,079Expenses 2015: $66,809Net Income 2015: $18,2702015Revenue 2016: $75,579Expenses 2016: $74,781Net Income 2016: $7982016Revenue 2017: $115,531Expenses 2017: $61,494Net Income 2017: $54,0372017Revenue 2018: $80,369Expenses 2018: $72,730Net Income 2018: $7,6392018Revenue 2019: $85,648Expenses 2019: $86,544Net Income 2019: -$8962019Revenue 2020: $65,818Expenses 2020: $36,958Net Income 2020: $28,8602020Revenue 2021: $68,211Expenses 2021: $50,912Net Income 2021: $17,2992021Revenue 2022: $41,863Expenses 2022: $103,828Net Income 2022: -$61,9652022Revenue 2023: $90,114Expenses 2023: $104,787Net Income 2023: -$14,6732023Revenue 2024: $62,255Expenses 2024: $100,776Net Income 2024: -$38,5212024Revenue 2025: $76,464Expenses 2025: $86,432Net Income 2025: -$9,9682025

Highlighted filing

2025

Revenue$76,464
Expenses$86,432
Net Income-$9,968
Open 2025 Filing

Filings

Most recent year

2025 • Form 990Facts available. Structured filing facts are available, but richer extracted sections are limited.

Open filing
Assets
$944,918
Liabilities
$1,100
Net assets
$943,818
Revenue
$76,464
Expenses
$86,432
Net income
-$9,968
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Facts available. Structured filing facts are available, but richer extracted sections are limited.$9.45$0.01$9.44$0.76$0.86$0.10
2024Detailed filing. Detailed filing data is available for this year.$8.95$0.06$8.89$0.62$1.01$0.39
2023Detailed filing. Detailed filing data is available for this year.$8.87$0.58$8.29$0.90$1.05$0.15
2022Facts available. Structured filing facts are available, but richer extracted sections are limited.$8.36$0.17$8.19$0.42$1.04$0.62
2021Facts available. Structured filing facts are available, but richer extracted sections are limited.$9.05$0.24$8.81$0.68$0.51$0.17
2020Detailed filing. Detailed filing data is available for this year.$7.87$0.15$7.72$0.66$0.37$0.29
2019XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$7.19$0.44$6.75$0.86$0.87$0.01
2018Detailed filing. Detailed filing data is available for this year.$7.18$0.37$6.81$0.80$0.73$0.08
2017XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$6.74$0.14$6.60$1.16$0.61$0.54
2016Detailed filing. Detailed filing data is available for this year.$6.10$0.17$5.93$0.76$0.75$0.01
2015XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$6.02$0.25$5.77$0.85$0.67$0.18
2014Import issue. A filing source exists for this year, but detailed import did not complete cleanly.$5.99$0.09$5.90$0.68$0.58$0.10
2013Facts available. Structured filing facts are available, but richer extracted sections are limited.$5.30$0.15$5.15$0.52$0.55$0.02
2012Summary only. Only limited summary data is available for this year.$5.14$0.17$4.97$0.68$0.54$0.14
2011Summary only. Only limited summary data is available for this year.$4.64$0.06$0.51$0.52$0.01
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Sep 1, 2024 to Aug 31, 2025
Signed
Dec 24, 2025
Return Version
2024v5.2
Gross Receipts
$98,172
Mission and Program Overview

Mission

To provide high quality, supplementary education and to develop educational opportunities for inner-city new haven connecticut students.

Balance Sheet Detail
LineBeginningEndChange
Assets
Rtn Earn Endowment Incm Other Fnds$888,907$943,818▲ $54,911
Investments in Publicly Traded Securities$850,546$937,257▲ $86,711
Prepaid Expenses and Deferred Charges$7,380$7,580▲ $200
Cash and Non-Interest-Bearing Accounts$36,899$81▼ $36,818
Pd in Cap Srpls Land Bldg Eqp Fund$0$0→ $0
Cap Stk Tr Prin Current Funds$0$0→ $0
Total Assets$894,825$944,918▲ $50,093
Liabilities
Accounts Payable and Accrued Expenses$5,918$1,100▼ $4,818
Total Liabilities$5,918$1,100▼ $4,818
Net Assets / Fund Balance
Total Net Assets Fund Balance$888,907$943,818▲ $54,911
Total Liabilities and Net Assets / Fund Balance$894,825$944,918▲ $50,093
Compensation and Service Providers
Top Officer PayScore unavailable

Board Members and Trustees

NameTitle
Janna WagnerChairperson
Claudia MersonVice Chairperson
Carmel PaleskiDirector
Dr Dolores Garcia-blockerDirector
Jennifer Heikkila DiazDirector
Kishore ChundhiDirector
Leslie BlatteauDirector
Maria ParenteDirector
Ron ColemanDirector
Sarah CusslerDirector
Samuel PurdySecretary
Susan LamarTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$49,293
Program Service Revenue
$2,429
Investment Income
$24,742
Other Revenue
$0
All Other Contributions
$49,293
Change in Net Assets
$-9,968
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Salaries, Compensation, and Employee Benefits$53,586
Other Expenses$32,846
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Salaries and Wages$53,586--$53,586
Insurance-$8,894-$8,894
Other Expenses$4,434$7,058-$4,434
Office Expenses-$3,703-$3,703
Occupancy$2,000--$2,000
Fees for Services Accounting-$1,775-$1,775
Total Functional Expenses$65,002$21,430$0$86,432
Fundraising, Events, and Gaming
Fundraising activities
No
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Professional Fundraising Fees$0
Political and Lobbying Activity
Political campaign activity
No
Lobbying activity
No
Subject to proxy tax
No
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Business relationship with 35% controlled entity
No
Business relationship with family members
No
Business relationship with organization members
No
Material changes to governing documents
No
Compensation from other sources disclosed
No
CEO compensation reviewed
No
Other officer compensation reviewed
No
Conflict-of-interest policy
No
Audited financial statements prepared
No
Key decisions subject to board approval
No
Management duties delegated
No

Governance Explanations

Form 990, Part VI, Section A, Line 8B

“NOT APPLICABLE”

Form 990, Part VI, Section B, Line 11B

“The treasurer will present the form 990 to the board at a contemporaneous meeting.”

Form 990, Part VI, Section C, Line 19

“The organization will make its governing documents available upon request.”

Filing and Contact Details

Filer

Filer Name
Ulysses S Grant Foundation
EIN
06-6071625
Phone
2036246523
Address
PO BOX 200033, NEW HAVEN, CT 06520

Signing Officer

Name
Janna Wagner
Title
Chairperson
Phone
2036246523
Signed
2025-12-24
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Janna Wagner
Formed
1953
Legal Domicile
Ct
Voting Board Members
11
Independent Board Members
11
Employees
0
Volunteers
0

Preparer

Firm
The Innovative CPA Group LLC
Address
1 ENTERPRISE DRIVE SUITE 210, SHELTON, CT 06484
Preparer
Pamela J Matocha
Phone
2034890612
Raw XML Appendix384 raw XML fields

This appendix keeps the raw XML leaves available for debugging and edge-case review. The human report above is the primary experience.

Path#Value
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IRS990/CollectionsOfArtInd00
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IRS990/ProgramServiceRevenueGrp/Desc0TUITION
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IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt02429
IRS990/ProhibitedTaxShelterTransInd00
IRS990/PYBenefitsPaidToMembersAmt00
IRS990/PYContributionsGrantsAmt035956
IRS990/PYExcessBenefitTransInd00
IRS990/PYGrantsAndSimilarPaidAmt00
IRS990/PYInvestmentIncomeAmt024569
IRS990/PYOtherExpensesAmt051366
IRS990/PYOtherRevenueAmt00
IRS990/PYProgramServiceRevenueAmt01730
IRS990/PYRevenuesLessExpensesAmt0-38521
IRS990/PYSalariesCompEmpBnftPaidAmt049410
IRS990/PYTotalExpensesAmt0100776
IRS990/PYTotalProfFndrsngExpnsAmt00
IRS990/PYTotalRevenueAmt062255
IRS990/QuidProQuoContributionsInd00
IRS990/RcvFndsToPayPrsnlBnftCntrctInd00
IRS990/ReconcilationRevenueExpnssAmt0-9968
IRS990/RelatedEntityInd00
IRS990/RelatedOrganizationCtrlEntInd00
IRS990/ReportInvestmentsOtherSecInd00
IRS990/ReportLandBuildingEquipmentInd00
IRS990/ReportOtherAssetsInd00
IRS990/ReportOtherLiabilitiesInd00
IRS990/ReportProgramRelatedInvstInd00
IRS990/RevenueAmt02429
IRS990/RtnEarnEndowmentIncmOthFndsGrp/BOYAmt0888907
IRS990/RtnEarnEndowmentIncmOthFndsGrp/EOYAmt0943818
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearAmt049293
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus1YearAmt035956
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus2YearsAmt064682
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus3YearsAmt0126121
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus4YearsAmt015278
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/TotalAmt0291330
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearAmt022155
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus1YearAmt025630
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus2YearsAmt019115
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus3YearsAmt046762
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus4YearsAmt033603
IRS990ScheduleA/GrossInvestmentIncome170Grp/TotalAmt0147265
IRS990ScheduleA/GrossReceiptsRltdActivitiesAmt07334
IRS990ScheduleA/PublicOrganization170Ind0X
IRS990ScheduleA/PublicSupportCY170Pct00.66420
IRS990ScheduleA/PublicSupportPY170Pct00.62960
IRS990ScheduleA/PublicSupportTotal170Amt0291330
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY170Ind0X
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearAmt049293
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus1YearAmt035956
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus2YearsAmt064682
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus3YearsAmt0126121
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus4YearsAmt015278
IRS990ScheduleA/TotalCalendarYear170Grp/TotalAmt0291330
IRS990ScheduleA/TotalSupportAmt0438595
IRS990ScheduleB/ContributorInformationGrp/ContributorBusinessName/BusinessNameLine10RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorNum0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine10RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine20RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/City0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/State0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/ZIPCode0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/TotalContributionsAmt0RESTRICTED
IRS990/ScheduleBRequiredInd01
IRS990/ScheduleJRequiredInd00
IRS990/ScheduleORequiredInd01
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0NOT APPLICABLE
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1THE TREASURER WILL PRESENT THE FORM 990 TO THE BOARD AT A CONTEMPORANEOUS MEETING.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2THE ORGANIZATION WILL MAKE ITS GOVERNING DOCUMENTS AVAILABLE UPON REQUEST.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990, PART VI, SECTION A, LINE 8B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990, PART VI, SECTION B, LINE 11B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990, PART VI, SECTION C, LINE 19
IRS990/SchoolOperatingInd00
IRS990/SignificantChangeInd00
IRS990/SignificantNewProgramSrvcInd00
IRS990/StatesWhereCopyOfReturnIsFldCd0CT
IRS990/SubjectToExcsTaxNetInvstIncInd00
IRS990/SubjectToProxyTaxInd00
IRS990/SubjToTaxRmnrtnExPrchtPymtInd00
IRS990/TaxablePartyNotificationInd00
IRS990/TaxExemptBondsInd00
IRS990/TerminateOperationsInd00
IRS990/TotalAssetsBOYAmt0894825
IRS990/TotalAssetsEOYAmt0944918
IRS990/TotalAssetsGrp/BOYAmt0894825
IRS990/TotalAssetsGrp/EOYAmt0944918
IRS990/TotalCompGreaterThan150KInd00
IRS990/TotalContributionsAmt049293
IRS990/TotalEmployeeCnt00
IRS990/TotalFunctionalExpensesGrp/FundraisingAmt00
IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt021430
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt065002
IRS990/TotalFunctionalExpensesGrp/TotalAmt086432
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesBOYAmt05918
IRS990/TotalLiabilitiesEOYAmt01100
IRS990/TotalLiabilitiesGrp/BOYAmt05918
IRS990/TotalLiabilitiesGrp/EOYAmt01100
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt0888907
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt0943818
IRS990/TotalOtherCompensationAmt00
IRS990/TotalProgramServiceExpensesAmt065002
IRS990/TotalProgramServiceRevenueAmt02429
IRS990/TotalReportableCompFromOrgAmt00
IRS990/TotalRevenueGrp/ExclusionAmt024742
IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt02429
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt076464
IRS990/TotalRevenueGrp/UnrelatedBusinessRevenueAmt00
IRS990/TotalVolunteersCnt00
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt0894825
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt0944918
IRS990/TotReportableCompRltdOrgAmt00
IRS990/TrnsfrExmptNonChrtblRltdOrgInd00
IRS990/TypeOfOrganizationOtherInd0X
IRS990/UnrelatedBusIncmOverLimitInd00
IRS990/UponRequestInd0X
IRS990/USAddress/AddressLine1Txt0PO BOX 200033
IRS990/USAddress/CityNm0NEW HAVEN
IRS990/USAddress/StateAbbreviationCd0CT
IRS990/USAddress/ZIPCd006520
IRS990/VotingMembersGoverningBodyCnt011
IRS990/VotingMembersIndependentCnt011
IRS990/WebsiteAddressTxt0YALE.EDU/USGRANT
IRS990/WhistleblowerPolicyInd00
ReturnHeader/BuildTS02025-03-06 01:10:19Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0JANNA WAGNER
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0CHAIRPERSON
ReturnHeader/BusinessOfficerGrp/PhoneNum02036246523
ReturnHeader/BusinessOfficerGrp/SignatureDt02025-12-24
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0ULYSSES S GRANT FOUNDATION
ReturnHeader/Filer/BusinessNameControlTxt0ULYS
ReturnHeader/Filer/EIN0066071625
ReturnHeader/Filer/PhoneNum02036246523
ReturnHeader/Filer/USAddress/AddressLine1Txt0PO BOX 200033
ReturnHeader/Filer/USAddress/CityNm0NEW HAVEN
ReturnHeader/Filer/USAddress/StateAbbreviationCd0CT
ReturnHeader/Filer/USAddress/ZIPCd006520
ReturnHeader/IRSResponsiblePrtyInfoCurrInd00
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0814236823
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0THE INNOVATIVE CPA GROUP LLC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt01 ENTERPRISE DRIVE SUITE 210
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0SHELTON
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0CT
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd006484
ReturnHeader/PreparerPersonGrp/PhoneNum02034890612
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0PAMELA J MATOCHA
ReturnHeader/ReturnTs02025-12-24T14:50:11-06:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/TaxPeriodBeginDt02024-09-01
ReturnHeader/TaxPeriodEndDt02025-08-31
ReturnHeader/TaxYr02024

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