Civic Intelligence

Ulysses S Grant Foundation Inc.

990 • Fiscal year 2024 • EIN 06-6071625

Sep 01, 2023 to Aug 31, 2024 • Filed on Feb 18, 2025

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

30th percentile

0.01x

Higher debt load relative to assets than 30% of similar nonprofits.

2024 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2024

Liabilities / Revenue

53rd percentile

0.10x

Higher debt load relative to revenue than 53% of similar nonprofits.

2024 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2024

Net Margin

5th percentile

-62%

Higher net margin than 5% of similar nonprofits.

2024 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2024

Top Officer Pay

40th percentile

$0

Higher top officer pay than 40% of similar nonprofits.

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

2024 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2024

Asset Growth

40th percentile

0.8%

Faster asset growth than 40% of similar nonprofits.

2024 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2023 to 2024

Revenue Growth

10th percentile

-31%

Faster revenue growth than 10% of similar nonprofits.

2024 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2023 to 2024

Balance Sheet
Liabilities / Assets30th percentile

Assets

Up

$894,825

Up $7,536 (+0.8%) from 2023

Net Assets

Up

$888,907

Up $60,028 (+7.2%) from 2023

Liabilities

Down

$5,918

Down $52,492 (-90%) from 2023

Revenue And Expenses
Liabilities / Revenue53rd percentileNet Margin5th percentile

Revenue

Down

$62,255

Down $27,859 (-31%) from 2023

Expenses

Down

$100,776

Down $4,011 (-3.8%) from 2023

Net Income

Down

-$38,521

Down $23,848 (-163%) from 2023

Historical Trend

Balance Sheet Trend

Asset Growth40th 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

2024

Assets$894,825
Liabilities$5,918
Net Assets$888,907
Open 2024 Filing

Operations Trend

Revenue Growth10th 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

2024

Revenue$62,255
Expenses$100,776
Net Income-$38,521
Open 2024 Filing
Jump To
Filing Snapshot
Filing Period
Sep 1, 2023 to Aug 31, 2024
Signed
Feb 18, 2025
Return Version
2023v6.0
Gross Receipts
$1,773,134
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$828,879$888,907▲ $60,028
Investments in Publicly Traded Securities$804,958$850,546▲ $45,588
Cash and Non-Interest-Bearing Accounts$75,851$36,899▼ $38,952
Prepaid Expenses and Deferred Charges$6,480$7,380▲ $900
Pd in Cap Srpls Land Bldg Eqp Fund$0$0→ $0
Cap Stk Tr Prin Current Funds$0$0→ $0
Total Assets$887,289$894,825▲ $7,536
Liabilities
Accounts Payable and Accrued Expenses$58,410$5,918▼ $52,492
Total Liabilities$58,410$5,918▼ $52,492
Net Assets / Fund Balance
Total Net Assets Fund Balance$828,879$888,907▲ $60,028
Total Liabilities and Net Assets / Fund Balance$887,289$894,825▲ $7,536
Compensation and Service Providers
Top Officer Pay40th percentile

Board Members and Trustees

NameTitle
Janna WagnerChairperson
Claudia MersonVice Chairperson
Abdul-razak M ZachariaDirector
Carmel PaleskiDirector
Jennifer Heikkila DiazDirector
Kishore ChundhiDirector
Leslie BlatteauDirector
Maria ParenteDirector
Sarah CusslerDirector
Samuel PurdySecretary
Susan LamarTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$35,956
Program Service Revenue
$1,730
Investment Income
$24,569
Other Revenue
$0
All Other Contributions
$35,956
Change in Net Assets
$-38,521
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$51,366
Salaries, Compensation, and Employee Benefits$49,410
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Salaries and Wages$49,410--$49,410
Occupancy$16,593--$16,593
Insurance-$7,798-$7,798
Office Expenses-$3,728-$3,728
Fees for Services Accounting-$1,750-$1,750
Other Expenses$1,326$7,400-$1,326
All Other Expenses$350--$350
Total Functional Expenses$80,100$20,676$0$100,776
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 200082 YALE STATION, NEW HAVEN, CT 06520

Signing Officer

Name
Janna Wagner
Title
Chairperson
Phone
2036246523
Signed
2025-02-18
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 Appendix382 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/GrossInvestmentIncome170Grp/CurrentTaxYearMinus4YearsAmt029752
IRS990ScheduleA/GrossInvestmentIncome170Grp/TotalAmt0154862
IRS990ScheduleA/GrossReceiptsRltdActivitiesAmt04905
IRS990ScheduleA/PublicOrganization170Ind0X
IRS990ScheduleA/PublicSupportCY170Pct00.62350
IRS990ScheduleA/PublicSupportPY170Pct00.61280
IRS990ScheduleA/PublicSupportTotal170Amt0256476
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY170Ind0X
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearAmt033622
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus1YearAmt064682
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus2YearsAmt0126121
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus3YearsAmt015278
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus4YearsAmt016773
IRS990ScheduleA/TotalCalendarYear170Grp/TotalAmt0256476
IRS990ScheduleA/TotalSupportAmt0411338
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/TotalAssetsBOYAmt0887289
IRS990/TotalAssetsEOYAmt0894825
IRS990/TotalAssetsGrp/BOYAmt0887289
IRS990/TotalAssetsGrp/EOYAmt0894825
IRS990/TotalCompGreaterThan150KInd00
IRS990/TotalContributionsAmt035956
IRS990/TotalEmployeeCnt00
IRS990/TotalFunctionalExpensesGrp/FundraisingAmt00
IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt020676
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt080100
IRS990/TotalFunctionalExpensesGrp/TotalAmt0100776
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesBOYAmt058410
IRS990/TotalLiabilitiesEOYAmt05918
IRS990/TotalLiabilitiesGrp/BOYAmt058410
IRS990/TotalLiabilitiesGrp/EOYAmt05918
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt0828879
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt0888907
IRS990/TotalOtherCompensationAmt00
IRS990/TotalProgramServiceExpensesAmt080100
IRS990/TotalProgramServiceRevenueAmt01730
IRS990/TotalReportableCompFromOrgAmt00
IRS990/TotalRevenueGrp/ExclusionAmt024569
IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt01730
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt062255
IRS990/TotalRevenueGrp/UnrelatedBusinessRevenueAmt00
IRS990/TotalVolunteersCnt00
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt0887289
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt0894825
IRS990/TotReportableCompRltdOrgAmt00
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/BuildTS02025-03-06 01:10:19Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0JANNA WAGNER
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0CHAIRPERSON
ReturnHeader/BusinessOfficerGrp/PhoneNum02036246523
ReturnHeader/BusinessOfficerGrp/SignatureDt02025-02-18
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/IRSResponsiblePrtyInfoCurrInd01
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/ReturnTs02025-02-18T10:07:47-06:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/TaxPeriodBeginDt02023-09-01
ReturnHeader/TaxPeriodEndDt02024-08-31
ReturnHeader/TaxYr02023

Document Assets

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Filings

Displayed year

2024 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$894,825
Liabilities
$5,918
Net assets
$888,907
Revenue
$62,255
Expenses
$100,776
Net income
-$38,521
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