ULYSSES S GRANT INSTITUTE FOR THE STUDY (EIN 883133672) - Form 990 Financial Analysis & Trantor Score

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Tuckman-Chang Vulnerability Assessment

4 risk indicators measuring financial stability and operational resilience

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Financial Trends

Organization Details

Formation Year

2022

Legal Domicile

Principal Officer

DEREK LYONS

Phone

2054402873

Tax Period

2023-01-01 to 2023-12-31

ULYSSES S GRANT INSTITUTE FOR THE STUDY OF DEMOCRACY, founded in 2022, is a community nonprofit in the Civil Rights & Advocacy sector that reported $2.9M in total revenue in fiscal year 2023. The organization ran a surplus of $2.6M, a strong 89% operating margin.

Mission

THE ULYSSES S. GRANT INSTITUTE FOR THE STUDY OF DEMOCRACY PROMOTES RIGOROUS AND OBJECTIVE STUDY AND ANALYSIS OF THE AMERICAN DEMOCRATIC PROCESS.

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Trantor Score

Financial Health & Payment Capacity Assessment (FICO Scale: 300–850)

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

Financial Overview (2023)

Revenue Breakdown

Contributions & Grants $2,900,000

Program Service Revenue $0

Investment Income $0

Other Revenue $0

TOTAL REVENUE $2,900,000

Expense Breakdown

Grants Paid $0

Salaries & Benefits $187,322

Fundraising Expenses $38,048

Program Expenses $195,763

Other Expenses $139,190

TOTAL EXPENSES $326,512

Year-over-Year Comparison

	2023	2022	Change
Revenue	$2,900,000	N/A	N/A
Expenses	$326,512	N/A	N/A
Net Income	$2,573,488	$0	N/A

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

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

$1,494,921

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
BOBBY BURCHFIELD	CHAIRMAN OF THE BOARD	1.00	Officer Director	$0	$0	$0
DARON SHAW	DIRECTOR	1.00	Director	$0	$0	$0
JUDGE JANICE ROGERS BROWN	DIRECTOR	1.00	Director	$0	$0	$0
JOHN YOO	DIRECTOR	1.00	Director	$0	$0	$0
DEREK LYONS	PRESIDENT/CEO	2.00	Officer	$143,097	$38,240	$1,031,990
MAY MAILMAN	ADVISOR (UNTIL 12/29/23)	2.00	Officer	$10,646	$28,954	$253,016
LINDSEY HAGAN	SECRETARY OF THE BOARD	6.00	Officer	$20,802	$11,992	$209,915
TAYLOR REED	TREASURER	1.00	Officer	$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
2024	No data	No data	No data	No data
2023	$2,900,000	$326,512	$2,563,057	$2,573,488
2023	$2,900,000	$326,512	$2,563,057	$2,573,488

ULYSSES S GRANT INSTITUTE FOR THE STUDY