FRIENDS OF THE ULYSSESS S GRANT COTTAGE (EIN 141747814) - 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

2004

Principal Officer

MICHAEL LESSER

Phone

5185878277

Tax Period

2025-01-01 to 2025-12-31

FRIENDS OF THE ULYSSESS S GRANT COTTAGE, founded in 2004, is a small nonprofit in the Human Services sector that reported $282K in total revenue in fiscal year 2025. Revenue surged 36% from the prior year, signaling strong growth momentum.

Mission

TO RAISE MONEY FOR AND TO EFFECTIVELY OPERATE THE NYS HISTORICAL SITE OF GRANT COTTAGE TO RAISE PUBLIC AWARENESS OF THE SITE.

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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 (2025)

Revenue Breakdown

Contributions & Grants $139,463

Program Service Revenue $86,823

Investment Income $22,090

Other Revenue $33,139

TOTAL REVENUE $281,515

Expense Breakdown

Grants Paid $0

Salaries & Benefits $129,301

Fundraising Expenses $0

Program Expenses $244,756

Other Expenses $148,318

TOTAL EXPENSES $277,619

Year-over-Year Comparison

	2025	2024	Change
Revenue	$281,515	$207,391	+0.4%
Expenses	$277,619	$176,971	+0.6%
Net Income	$3,896	$30,420	-0.9%

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

Volunteers

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

$9,512

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
STEVEN PORTO	EXECUTIVE DI	40.00	Officer	$9,512	$0	$9,512
TIM WELCH	PRESIDENT	2.00	Officer Director	$0	$0	$0
JOYCE MUSCO	SECRETARY	2.00	Officer Director	$0	$0	$0
MICHAEL LESSER	TREASURER	2.00	Officer Director	$0	$0	$0
REED ANTIS	TRUSTEE	2.00	Director	$0	$0	$0
PATRICK GREENE	VICE PRESIDE	2.00	Director	$0	$0	$0
ANTHONY MALANGA	TRUSTEE	2.00	Director	$0	$0	$0
DIANE MARTIN	TRUSTEE	2.00	Director	$0	$0	$0
ZACH MARCEL	TRUSTEE	2.00	Director	$0	$0	$0
ROY MCDONALD	EMERITUS	2.00	Director	$0	$0	$0
JACK MYERS	TRUSTEE	2.00	Director	$0	$0	$0
DIANA O'BRIEN	TRUSTEE	2.00	Director	$0	$0	$0
JOHN ROESSNER	TRUSTEE	2.00	Director	$0	$0	$0
KATHLEEN SMITH	TRUSTEE	2.00	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	$281,515	$277,619	$773,690	$3,896
2024	No data	No data	No data	No data
2023	$197,672	$211,677	$432,983	$-14,005
2022	$417,091	$415,087	$433,458	$2,004
2021	$233,634	$207,575	$637,965	$26,059
2020	$251,870	$152,100	$413,176	$99,770

FRIENDS OF THE ULYSSESS S GRANT COTTAGE