Civic Intelligence

Ulysses S Grant Foundation Inc.

990 • Fiscal year 2014 • EIN 06-6071625

Sep 01, 2013 to Aug 31, 2014 • Filed on Feb 17, 2015

Organization ProfileYALE.EDU/USGRANT
PO Box 200082 Yale StationNew Haven, CT 06520

(203) 624-6523

Siviq Scores

Precomputed percentiles for this filing year versus similar nonprofits in the same peer cohort.

Liabilities / Assets

39th percentile

0.01x

Higher debt load relative to assets than 39% of similar nonprofits.

2014 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2014

Liabilities / Revenue

66th percentile

0.13x

Higher debt load relative to revenue than 66% of similar nonprofits.

2014 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2014

Net Margin

73rd percentile

15%

Higher net margin than 73% of similar nonprofits.

2014 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2014

Top Officer Pay

47th percentile

$0

Higher top officer pay than 47% of similar nonprofits.

Top officer pay equals 0.0% of source-year revenue.

2014 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2014

Asset Growth

72nd percentile

13%

Faster asset growth than 72% of similar nonprofits.

2014 filings • 501(c)3 • $500k-$1M nonprofits • Annualized from 2013 to 2014

Revenue Growth

79th percentile

29%

Faster revenue growth than 79% of similar nonprofits.

2014 filings • 501(c)3 • $500k-$1M nonprofits • Annualized from 2013 to 2014

Balance Sheet
Liabilities / Assets39th percentile

Assets

Up

$599,161

Up $69,050 (+13%) from 2013

Net Assets

Up

$590,291

Up $75,350 (+15%) from 2013

Liabilities

Down

$8,870

Down $6,300 (-42%) from 2013

Revenue And Expenses
Liabilities / Revenue66th percentileNet Margin73rd percentile

Revenue

Up

$67,859

Up $15,428 (+29%) from 2013

Expenses

Up

$57,756

Up $3,142 (+5.8%) from 2013

Net Income

Up

$10,103

Up $12,286 (+563%) from 2013

Historical Trend

Balance Sheet Trend

Asset Growth72nd percentile

The highlighted filing sits inside the broader history for assets, liabilities, and net assets.

$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

2014

Assets$599,161
Liabilities$8,870
Net Assets$590,291
Open 2014 Filing

Operations Trend

Revenue Growth79th percentile

Revenue, expenses, and net income across loaded years, with this 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

2014

Revenue$67,859
Expenses$57,756
Net Income$10,103
Open 2014 Filing
Jump To
Filing Snapshot
Filing Period
Sep 1, 2013 to Aug 31, 2014
Signed
Feb 17, 2015
Return Version
2013v4.0
Gross Receipts
$67,859
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$514,941$590,291▲ $75,350
Investments in Publicly Traded Securities$495,411$581,372▲ $85,961
Savings and Temporary Cash Investments$34,700$17,789▼ $16,911
Pd in Cap Srpls Land Bldg Eqp Fund$0$0→ $0
Cap Stk Tr Prin Current Funds$0$0→ $0
Total Assets$530,111$599,161▲ $69,050
Liabilities
Accounts Payable and Accrued Expenses$15,170$8,870▼ $6,300
Total Liabilities$15,170$8,870▼ $6,300
Net Assets / Fund Balance
Total Net Assets Fund Balance$514,941$590,291▲ $75,350
Total Liabilities and Net Assets / Fund Balance$530,111$599,161▲ $69,050
Compensation and Service Providers
Top Officer Pay47th percentile

Board Members and Trustees

NameTitle
Janna WagnerChairperson
Claudia MersonVice Chairperson
Carmel PaleskiDirector
Dan Cogan-drewDirector
Edie JosephDirector
Erin JohnsonDirector
Errol C Saunders IiDirector
Jeff JonathanDirector
Loreto ThompsonDirector
Samuel PurdyDirector
Suzannah HolsenbeckDirector
Kyra MorrisStudent Director
Thomas VeitchStudent Director
Priscilla FaustiniSecretary
Susan LamarTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$25,497
Program Service Revenue
$3,150
Investment Income
$39,212
Other Revenue
$0
All Other Contributions
$25,497
Change in Net Assets
$10,103
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Salaries, Compensation, and Employee Benefits$34,050
Other Expenses$23,706
Total Fundraising Expense$1,349
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Salaries and Wages$34,050--$34,050
Insurance$4,360$3,648-$8,008
Office Expenses$704$2,290$1,349$4,343
Occupancy$2,000--$2,000
Fees for Services Accounting-$1,370-$1,370
Travel$1,329--$1,329
Other Expenses$865$1,315-$865
Total Functional Expenses$47,784$8,623$1,349$57,756
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 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 11

“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

EIN
06-6071625
Phone
2036246523

Signing Officer

Name
Janna Wagner
Title
Chairperson
Phone
2036246523
Signed
2015-02-17
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Janna Wagner
Formed
1953
Legal Domicile
Ct
Voting Board Members
15
Independent Board Members
15
Employees
0
Volunteers
0

Preparer

Preparer
Pamela J Matocha
Phone
2032814933
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IRS990/SavingsAndTempCashInvstGrp/BOYAmt034700
IRS990/SavingsAndTempCashInvstGrp/EOYAmt017789
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearAmt025497
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus1YearAmt020103
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus2YearsAmt035531
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus3YearsAmt033080
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus4YearsAmt030981
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/TotalAmt0145192
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearAmt039212
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus1YearAmt029178
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus2YearsAmt029079
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus3YearsAmt010450
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus4YearsAmt08715
IRS990ScheduleA/GrossInvestmentIncome170Grp/TotalAmt0116634
IRS990ScheduleA/GrossReceiptsRltdActivitiesAmt021380
IRS990ScheduleA/PublicOrganization170Ind0X
IRS990ScheduleA/PublicSupportCY170Pct00.55450
IRS990ScheduleA/PublicSupportPY170Pct00.70220
IRS990ScheduleA/PublicSupportTotal170Amt0145192
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY170Ind0X
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearAmt025497
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus1YearAmt020103
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus2YearsAmt035531
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus3YearsAmt033080
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus4YearsAmt030981
IRS990ScheduleA/TotalCalendarYear170Grp/TotalAmt0145192
IRS990ScheduleA/TotalSupportAmt0261826
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 11
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990, PART VI, SECTION C, LINE 19
IRS990/SchoolOperatingInd00
IRS990/SignificantChangeInd00
IRS990/SignificantNewProgramSrvcInd00
IRS990/StatesWhereCopyOfReturnIsFldCd0CT
IRS990/SubjectToProxyTaxInd00
IRS990/TaxablePartyNotificationInd00
IRS990/TaxExemptBondsInd00
IRS990/TempOrPermanentEndowmentsInd00
IRS990/TerminateOperationsInd00
IRS990/TotalAssetsBOYAmt0530111
IRS990/TotalAssetsEOYAmt0599161
IRS990/TotalAssetsGrp/BOYAmt0530111
IRS990/TotalAssetsGrp/EOYAmt0599161
IRS990/TotalCompGreaterThan150KInd00
IRS990/TotalContributionsAmt025497
IRS990/TotalEmployeeCnt00
IRS990/TotalFunctionalExpensesGrp/FundraisingAmt01349
IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt08623
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt047784
IRS990/TotalFunctionalExpensesGrp/TotalAmt057756
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesBOYAmt015170
IRS990/TotalLiabilitiesEOYAmt08870
IRS990/TotalLiabilitiesGrp/BOYAmt015170
IRS990/TotalLiabilitiesGrp/EOYAmt08870
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt0514941
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt0590291
IRS990/TotalOtherCompensationAmt00
IRS990/TotalProgramServiceExpensesAmt047784
IRS990/TotalProgramServiceRevenueAmt03150
IRS990/TotalReportableCompFromOrgAmt00
IRS990/TotalRevenueGrp/ExclusionAmt039212
IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt03150
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt067859
IRS990/TotalRevenueGrp/UnrelatedBusinessRevenueAmt00
IRS990/TotalVolunteersCnt00
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt0530111
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt0599161
IRS990/TotReportableCompRltdOrgAmt00
IRS990/TravelGrp/ProgramServicesAmt01329
IRS990/TravelGrp/TotalAmt01329
IRS990/TrnsfrExmptNonChrtblRltdOrgInd00
IRS990/TypeOfOrganizationOtherInd0X
IRS990/UnrelatedBusIncmOverLimitInd00
IRS990/UponRequestInd0X
IRS990/USAddress/AddressLine10PO BOX 200082 YALE STATION
IRS990/USAddress/City0NEW HAVEN
IRS990/USAddress/State0CT
IRS990/USAddress/ZIPCode006520
IRS990/VotingMembersGoverningBodyCnt015
IRS990/VotingMembersIndependentCnt015
IRS990/WebsiteAddressTxt0YALE.EDU/USGRANT
IRS990/WhistleblowerPolicyInd00
ReturnHeader/BuildTS02016-02-25 16:41:14Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0JANNA WAGNER
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0CHAIRPERSON
ReturnHeader/BusinessOfficerGrp/PhoneNum02036246523
ReturnHeader/BusinessOfficerGrp/SignatureDt02015-02-17
ReturnHeader/Filer/BusinessName/BusinessNameLine10ULYSSES S GRANT FOUNDATION
ReturnHeader/Filer/BusinessNameControlTxt0ULYS
ReturnHeader/Filer/EIN0066071625
ReturnHeader/Filer/PhoneNum02036246523
ReturnHeader/Filer/USAddress/AddressLine10PO BOX 200082 YALE STATION
ReturnHeader/Filer/USAddress/City0NEW HAVEN
ReturnHeader/Filer/USAddress/State0CT
ReturnHeader/Filer/USAddress/ZIPCode006520
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0061386456
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine10T M BYXBEE COMPANY PC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine10PO BOX 187169
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/City0HAMDEN
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/State0CT
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCode006518
ReturnHeader/PreparerPersonGrp/PhoneNum02032814933
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0PAMELA J MATOCHA
ReturnHeader/ReturnTs02015-03-26T11:07:18-05:00
ReturnHeader/ReturnTypeCd0990

Document Assets

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Filings

Displayed year

2014 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$599,161
Liabilities
$8,870
Net assets
$590,291
Revenue
$67,859
Expenses
$57,756
Net income
$10,103
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
2014Detailed filing. Detailed filing data is available for this year.$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