ULYSSES S GRANT FOUNDATION (EIN 066071625) - Form 990 Financial Analysis & Trantor Score

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Financial Vulnerability Assessment (Tuckman-Chang)

4 risk indicators measuring financial stability and operational resilience

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Financial Trends

Organization Details

Formation Year

1953

Legal Domicile

Principal Officer

JANNA WAGNER

Phone

2036246523

Tax Period

2024-09-01 to 2025-08-31

ULYSSES S GRANT FOUNDATION, founded in 1953, is a micro nonprofit that reported $76K in total revenue in fiscal year 2024. Revenue surged 23% from the prior year, signaling strong growth momentum. Expenses of $86K exceeded revenue, resulting in a 13% operating deficit.

Mission

TO PROVIDE HIGH QUALITY, SUPPLEMENTARY EDUCATION AND TO DEVELOP EDUCATIONAL OPPORTUNITIES FOR INNER-CITY NEW HAVEN CONNECTICUT STUDENTS.

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Trantor Score

Financial Health Score (300–850) · Liquidity · Solvency · Sustainability · Efficiency

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Liquidity (40%) • Solvency (30%) • Sustainability (20%) • Efficiency (10%)

Financial Overview (2024)

Revenue Breakdown

Contributions & Grants $49,293

Program Service Revenue $2,429

Investment Income $24,742

Other Revenue $0

TOTAL REVENUE $76,464

Expense Breakdown

Grants Paid $0

Salaries & Benefits $53,586

Fundraising Expenses $0

Program Expenses $65,002

Other Expenses $32,846

TOTAL EXPENSES $86,432

Year-over-Year Comparison

	2024	2023	Change
Revenue	$76,464	$62,255	+0.2%
Expenses	$86,432	$100,776	-0.1%
Net Income	$-9,968	$-38,521	-0.7%

Key Indicators

✗ Grants to Organizations ✗ Grants to Individuals ✗ Lobbying ✗ Political Activity ✗ Foreign Activities ✗ Donor Advised Fund ✓ Schedule B Required

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Financial Health Indicators

Comprehensive financial analysis: Altman Z-Score, liquidity, solvency, sustainability, efficiency, and growth metrics

Financial Distress Indicator

Liquidity & Cash Position

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Altman Z-Score • Liquidity Ratios • Solvency Analysis • Growth Indicators • Efficiency Metrics

Governance

Voting Members

Independent Members

Employees

N/A

Volunteers

N/A

Governance Policies

✗ Conflict of Interest Policy

✗ Whistleblower Policy

✗ Document Retention Policy

Special Practices & Reported Activities

✗ Operated a School

✗ Operated a Hospital

✗ Provided First Class Travel

✗ Reported Conflict of Interest

✗ Reported Asset Diversion

✗ Excess Benefit Transaction

✗ Made Political Expenditures

✗ Engaged in Lobbying

✗ Operated Donor Advised Fund

✗ Maintained Art Collections

✗ Filed Form 720

Compensation of Officers, Directors & Key Employees

Total Officers

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
JANNA WAGNER	CHAIRPERSON	5.00	Officer Director	$0	$0	$0
SUSAN LAMAR	TREASURER	5.00	Officer Director	$0	$0	$0
SAMUEL PURDY	SECRETARY	1.00	Officer Director	$0	$0	$0
CLAUDIA MERSON	VICE CHAIRPERSON	1.00	Officer Director	$0	$0	$0
CARMEL PALESKI	DIRECTOR	1.00	Director	$0	$0	$0
JENNIFER HEIKKILA DIAZ	DIRECTOR	1.00	Director	$0	$0	$0
MARIA PARENTE	DIRECTOR	1.00	Director	$0	$0	$0
SARAH CUSSLER	DIRECTOR	1.00	Director	$0	$0	$0
LESLIE BLATTEAU	DIRECTOR	1.00	Director	$0	$0	$0
KISHORE CHUNDHI	DIRECTOR	1.00	Director	$0	$0	$0
RON COLEMAN	DIRECTOR	1.00	Director	$0	$0	$0
DR DOLORES GARCIA-BLOCKER	DIRECTOR	1.00	Director	$0	$0	$0

Note: Compensation data is self-reported by the organization on their Form 990. "Reportable Comp" includes salary, bonuses, and other reportable compensation from the organization and related organizations. "Other Comp" includes benefits, deferred compensation, and non-taxable benefits.

Historical Data

Year	Revenue	Expenses	Assets	Net Income
2025	$76,464	$86,432	$944,918	$-9,968
2024	$62,255	$100,776	$894,825	$-38,521
2023	$90,114	$104,787	$887,289	$-14,673
2022	$41,863	$103,828	$835,615	$-61,965
2021	$68,211	$50,912	$905,403	$17,299
2020	$65,818	$36,958	$787,274	$28,860
2019	$85,648	$86,544	$719,303	$-896
2018	$80,369	$72,730	$718,322	$7,639

ULYSSES S GRANT FOUNDATION