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← ULYSSES S GRANT INSTITUTE FOR THE STUDY OF DEMOCRACY

Form 990 for tax year 2024

Filed by ULYSSES S GRANT INSTITUTE FOR THE STUDY OF DEMOCRACY.

Totals

Total revenue
$105,077
Total expenses
$553,023
Contributions and grants received
$0
Grants paid
$204,200
Program service revenue
$0
Investment income
$105,077
Other revenue
$0
Total assets, end of year
$2,115,111
Total liabilities, end of year
$0
Net assets or fund balances, end of year
$2,115,111
Program services expenses (Part IX)
$398,306
Management and general expenses
$106,832
Fundraising expenses
$47,885
Program service expenses (Part III)
$398,306

Program services were 72.0% of total expenses calculated — Part IX's program-services column over total expenses, both as filed.

Line items

Every line the filer filed in Parts VIII, IX and X, as filed and in filed order. Blank columns are left out, and the lines are not forced to add up to the totals above.

Revenue

Part VIII, the statement of revenue.

  • 3 · Investment income

    total $105,077 · excluded $105,077

Functional expenses

Part IX, the statement of functional expenses.

  • 1 · Grants to domestic organizations and governments

    total $50,000 · program services $50,000

  • 2 · Grants to domestic individuals

    total $154,200 · program services $154,200

  • 5 · Compensation of officers, directors and key employees

    total $206,730 · program services $114,184 · management and general $45,790 · fundraising $46,756

  • 7 · Other salaries and wages

    total $3,091 · program services $3,091

  • 10 · Payroll taxes

    total $5,794 · program services $2,870 · management and general $1,799 · fundraising $1,125

  • 11b · Fees: legal

    total $71,615 · program services $60,004 · management and general $11,611

  • 11c · Fees: accounting

    total $3,985 · management and general $3,985

  • 11g · Fees: other

    total $33,041 · program services $13,000 · management and general $20,041

  • 13 · Office expenses

    total $3,213 · program services $399 · management and general $2,814

  • 14 · Information technology

    total $3,900 · program services $421 · management and general $3,479

  • 16 · Occupancy

    total $9,404 · management and general $9,404

  • 17 · Travel

    total $83 · program services $41 · management and general $38 · fundraising $4

  • 19 · Conferences, conventions and meetings

    total $96 · program services $96

  • 23 · Insurance

    total $7,646 · management and general $7,646

  • 24a · Other expenses: TELEPHONE

    total $207 · management and general $207

  • 24b · Other expenses: DUES & SUBSCRIPTIONS

    total $18 · management and general $18

Balance sheet

Part X, book values.

  • 1 · Cash, non-interest-bearing

    beginning of year $2,563,057 · end of year $47,257

  • 2 · Savings and temporary cash investments

    beginning of year $0 · end of year $2,067,854

  • 29 · Capital stock, trust principal or current funds

    beginning of year $0 · end of year $0

  • 30 · Paid-in or capital surplus, or land, building or equipment fund

    beginning of year $0 · end of year $0

  • 31 · Retained earnings, endowment or other funds

    beginning of year $2,563,057 · end of year $2,115,111

Mission and programs · 2024

Mission

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

  • THE ORGANIZATION MADE GRANTS TO UNIVERSITY PROFESSORS TO RESEARCH, WRITE, AND PUBLISH ON TOPICS THAT FURTHER THE ORGANIZATION'S MISSION OF STUDYING AND ANALYSING AMERICA'S DEMOCRATIC PROCESSES.

    Expenses $154,200 · Grants $154,200

  • THE GRANT INSTITUTE PURSUES ITS MISSION BY SUPPORTING RESEARCH ON ISSUES IMPORTANT TO THE VOTING AND ELECTIONS PROCESS.

    Expenses $244,106 · Grants $50,000

As filed on the 2024 return.

Listed in Part VII

  • BOBBY BURCHFIELD

    CHAIRMAN OF THE BOARD

    Total calculated
    $0
    Hours/week
    1

  • DARON SHAW

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • JUDGE JANICE ROGERS BROWN

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • JOHN YOO

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • DEREK LYONS

    PRESIDENT AND CEO

    Total calculated
    $187,022
    From this org
    $180,653
    From related orgs
    $0
    Other
    $6,369
    Hours/week
    6

    Schedule J breakdown matched by us

    Base
    $146,903
    Bonus
    $33,750
    Other
    $0
    Deferred
    $2,402
    Nontaxable benefits
    $3,967
    Filer's total
    $187,022

  • LINDSEY HAGAN

    SECRETARY OF THE BOARD

    Total calculated
    $19,708
    From this org
    $18,911
    From related orgs
    $0
    Other
    $797
    Hours/week
    2

  • TAYLOR REED

    TREASURER

    Total calculated
    $0
    Hours/week
    1

Compensation is as filed in Part VII: reportable pay from this organization and from related organizations, other compensation, and hours per week. The total, marked calculated, is our sum of the three dollar columns, with a blank column counted as $0; the form itself has no total. On a Form 990-EZ the columns are Part IV's instead, and on a Form 990-PF Part VIII's — compensation, contributions to benefit plans, and expense account — and the total sums those. A Schedule J breakdown is as filed: base pay, bonus, other, deferred compensation and nontaxable benefits from this organization, with any from related organizations beside each, and the filer's own total. It is shown with the Part VII listing of the same name on the same return. The form gives no key between the two, so that pairing is ours, and is marked matched by us.

Schedule J

Answered yes

  • 3 · Approval by the board or compensation committee

Answered no

  • 4a · Severance or change-of-control payment
  • 4b · Supplemental nonqualified retirement plan
  • 4c · Equity-based compensation arrangement
  • 5a · Pay contingent on this organization's revenues
  • 5b · Pay contingent on a related organization's revenues
  • 6a · Pay contingent on this organization's net earnings
  • 6b · Pay contingent on a related organization's net earnings
  • 7 · Other non-fixed payments
  • 8 · Paid under the initial-contract exception

Part I's answers as filed. A line not listed was left unanswered; on lines 1a and 3 that means the box was not checked.

Grants on this return

Provenance

Return type
form_990
Tax year
2024
Filed
11 November 2025
IRS schema version
2024v5.2
Source object
202513169349301301

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