Civic Intelligence

Ulysses S Grant Foundation Inc.

990 • Fiscal year 2016 • EIN 06-6071625

Sep 01, 2015 to Aug 31, 2016 • Filed on Jan 12, 2017

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

47th percentile

0.03x

Higher debt load relative to assets than 47% of similar nonprofits.

2016 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2016

Liabilities / Revenue

75th percentile

0.23x

Higher debt load relative to revenue than 75% of similar nonprofits.

2016 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2016

Net Margin

44th percentile

1.1%

Higher net margin than 44% of similar nonprofits.

2016 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2016

Top Officer Pay

49th percentile

$0

Higher top officer pay than 49% of similar nonprofits.

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

2016 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2016

Asset Growth

49th percentile

1.4%

Faster asset growth than 49% of similar nonprofits.

2016 filings • 501(c)3 • $500k-$1M nonprofits • Annualized from 2015 to 2016

Revenue Growth

24th percentile

-11%

Faster revenue growth than 24% of similar nonprofits.

2016 filings • 501(c)3 • $500k-$1M nonprofits • Annualized from 2015 to 2016

Balance Sheet
Liabilities / Assets47th percentile

Assets

Up

$610,417

Up $8,380 (+1.4%) from 2015

Net Assets

Up

$593,094

Up $16,107 (+2.8%) from 2015

Liabilities

Down

$17,323

Down $7,727 (-31%) from 2015

Revenue And Expenses
Liabilities / Revenue75th percentileNet Margin44th percentile

Revenue

Down

$75,579

Down $9,500 (-11%) from 2015

Expenses

Up

$74,781

Up $7,972 (+12%) from 2015

Net Income

Down

$798

Down $17,472 (-96%) from 2015

Historical Trend

Balance Sheet Trend

Asset Growth49th 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

2016

Assets$610,417
Liabilities$17,323
Net Assets$593,094
Open 2016 Filing

Operations Trend

Revenue Growth24th 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

2016

Revenue$75,579
Expenses$74,781
Net Income$798
Open 2016 Filing
Jump To
Filing Snapshot
Filing Period
Sep 1, 2015 to Aug 31, 2016
Signed
Jan 12, 2017
Return Version
2015v3.0
Gross Receipts
$75,579
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$576,987$593,094▲ $16,107
Investments in Publicly Traded Securities$576,895$587,576▲ $10,681
Savings and Temporary Cash Investments$25,142$22,841▼ $2,301
Pd in Cap Srpls Land Bldg Eqp Fund$0$0→ $0
Cap Stk Tr Prin Current Funds$0$0→ $0
Total Assets$602,037$610,417▲ $8,380
Liabilities
Accounts Payable and Accrued Expenses$25,050$17,323▼ $7,727
Total Liabilities$25,050$17,323▼ $7,727
Net Assets / Fund Balance
Total Net Assets Fund Balance$576,987$593,094▲ $16,107
Total Liabilities and Net Assets / Fund Balance$602,037$610,417▲ $8,380
Compensation and Service Providers
Top Officer Pay49th percentile

Board Members and Trustees

NameTitle
Janna WagnerChairperson
Claudia MersonVice Chairperson
Carmel PaleskiDirector
Errol C Saunders IiDirector
Janmarie PenaDirector
Loreto ThompsonDirector
Samuel PurdyDirector
Suzannah HolsenbeckDirector
Erin JohnsonAssistant Secretary
Priscilla FaustiniSecretary
Susan LamarTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$30,042
Program Service Revenue
$2,600
Investment Income
$42,937
Other Revenue
$0
All Other Contributions
$30,042
Change in Net Assets
$798
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Salaries, Compensation, and Employee Benefits$47,773
Other Expenses$27,008
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Salaries and Wages$47,773--$47,773
Insurance$4,806$3,829-$8,635
Office Expenses$5,775$1,516-$7,291
Occupancy$2,000--$2,000
Fees for Services Accounting-$1,400-$1,400
Travel$1,370--$1,370
Other Expenses$590$2,989-$590
Total Functional Expenses$65,047$9,734$0$74,781
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

Filer Name
Ulysses S Grant Foundation
EIN
06-6071625
Phone
2036246523
Address
PO BOX 200082 YALE STATION, NEW HAVEN, CT 06520

Signing Officer

Name
Janna Wagner
Title
Chairperson
Phone
2036246523
Signed
2017-01-12
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
T M Byxbee Company Pc
Address
PO BOX 187169, HAMDEN, CT 06518
Preparer
Pamela J Matocha
Phone
2032814933
Raw XML Appendix375 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.

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IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus3YearsAmt020103
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus4YearsAmt035531
IRS990ScheduleA/TotalCalendarYear170Grp/TotalAmt0145700
IRS990ScheduleA/TotalSupportAmt0331469
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/TotalAssetsBOYAmt0602037
IRS990/TotalAssetsEOYAmt0610417
IRS990/TotalAssetsGrp/BOYAmt0602037
IRS990/TotalAssetsGrp/EOYAmt0610417
IRS990/TotalCompGreaterThan150KInd00
IRS990/TotalContributionsAmt030042
IRS990/TotalEmployeeCnt00
IRS990/TotalFunctionalExpensesGrp/FundraisingAmt00
IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt09734
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt065047
IRS990/TotalFunctionalExpensesGrp/TotalAmt074781
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesBOYAmt025050
IRS990/TotalLiabilitiesEOYAmt017323
IRS990/TotalLiabilitiesGrp/BOYAmt025050
IRS990/TotalLiabilitiesGrp/EOYAmt017323
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt0576987
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt0593094
IRS990/TotalOtherCompensationAmt00
IRS990/TotalProgramServiceExpensesAmt065047
IRS990/TotalProgramServiceRevenueAmt02600
IRS990/TotalReportableCompFromOrgAmt00
IRS990/TotalRevenueGrp/ExclusionAmt042937
IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt02600
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt075579
IRS990/TotalRevenueGrp/UnrelatedBusinessRevenueAmt00
IRS990/TotalVolunteersCnt00
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt0602037
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt0610417
IRS990/TotReportableCompRltdOrgAmt00
IRS990/TravelGrp/ProgramServicesAmt01370
IRS990/TravelGrp/TotalAmt01370
IRS990/TrnsfrExmptNonChrtblRltdOrgInd00
IRS990/TypeOfOrganizationOtherInd0X
IRS990/UnrelatedBusIncmOverLimitInd00
IRS990/UponRequestInd0X
IRS990/USAddress/AddressLine1Txt0PO BOX 200082 YALE STATION
IRS990/USAddress/CityNm0NEW HAVEN
IRS990/USAddress/StateAbbreviationCd0CT
IRS990/USAddress/ZIPCd006520
IRS990/VotingMembersGoverningBodyCnt011
IRS990/VotingMembersIndependentCnt011
IRS990/WebsiteAddressTxt0YALE.EDU/USGRANT
IRS990/WhistleblowerPolicyInd00
ReturnHeader/BuildTS02017-02-10 21:41:12Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0JANNA WAGNER
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0CHAIRPERSON
ReturnHeader/BusinessOfficerGrp/PhoneNum02036246523
ReturnHeader/BusinessOfficerGrp/SignatureDt02017-01-12
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0ULYSSES S GRANT FOUNDATION
ReturnHeader/Filer/BusinessNameControlTxt0ULYS
ReturnHeader/Filer/EIN0066071625
ReturnHeader/Filer/PhoneNum02036246523
ReturnHeader/Filer/USAddress/AddressLine1Txt0PO BOX 200082 YALE STATION
ReturnHeader/Filer/USAddress/CityNm0NEW HAVEN
ReturnHeader/Filer/USAddress/StateAbbreviationCd0CT
ReturnHeader/Filer/USAddress/ZIPCd006520
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0061386456
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0T M BYXBEE COMPANY PC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0PO BOX 187169
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0HAMDEN
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0CT
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd006518
ReturnHeader/PreparerPersonGrp/PhoneNum02032814933
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0PAMELA J MATOCHA
ReturnHeader/ReturnTs02017-01-12T11:13:59-06:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/TaxPeriodBeginDt02015-09-01
ReturnHeader/TaxPeriodEndDt02016-08-31
ReturnHeader/TaxYr02015

Document Assets

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Filings

Displayed year

2016 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$610,417
Liabilities
$17,323
Net assets
$593,094
Revenue
$75,579
Expenses
$74,781
Net income
$798
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