Form 990 for tax year 2023
Filed by ULYSSES S GRANT INSTITUTE FOR THE STUDY OF DEMOCRACY.
What the amendment changed
Compared with the return it replaced , filed 15 November 2024. matched by us Only the Part I totals and the names listed in Part VII are compared. We relate returns by organization, tax year and form, and order them by each return's own timestamp; the filer's own "amended return" checkbox is a separate fact.
Listed under a different title
- DEREK LYONS: PRESIDENT/CEO then PRESIDENT AND CEO
Totals
- Total revenue
- $2,900,000
- Total expenses
- $326,512
- Contributions and grants received
- $2,900,000
- Grants paid
- $0
- Program service revenue
- $0
- Investment income
- $0
- Other revenue
- $0
- Total assets, end of year
- $2,563,057
- Total liabilities, end of year
- $0
- Net assets or fund balances, end of year
- $2,563,057
- Program services expenses (Part IX)
- $195,763
- Management and general expenses
- $92,701
- Fundraising expenses
- $38,048
- Program service expenses (Part III)
- $195,763
Program services were 60.0% 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.
-
1f · All other contributions, gifts and grants
$2,900,000
Functional expenses
Part IX, the statement of functional expenses.
-
5 · Compensation of officers, directors and key employees
total $182,768 · program services $103,653 · management and general $42,020 · fundraising $37,095
-
7 · Other salaries and wages
total $196 · program services $196
-
9 · Other employee benefits
total $60 · program services $60
-
10 · Payroll taxes
total $4,298 · program services $2,275 · management and general $1,512 · fundraising $511
-
11b · Fees: legal
total $59,156 · program services $50,743 · management and general $8,413
-
11g · Fees: other
total $15,219 · management and general $15,219
-
13 · Office expenses
total $165 · management and general $165
-
14 · Information technology
total $8,836 · management and general $8,836
-
16 · Occupancy
total $12,083 · management and general $12,083
-
17 · Travel
total $9,054 · program services $8,612 · fundraising $442
-
19 · Conferences, conventions and meetings
total $29,698 · program services $29,698
-
23 · Insurance
total $3,368 · management and general $3,368
-
24a · Other expenses: DELIVERY SERVICES
total $457 · management and general $457
-
24b · Other expenses: MEALS
total $331 · program services $295 · management and general $36
-
24c · Other expenses: TELEPHONE
total $290 · management and general $290
-
24d · Other expenses: FILING FEES
total $232 · management and general $232
-
24e · All other expenses
total $301 · program services $231 · management and general $70
Balance sheet
Part X, book values.
-
1 · Cash, non-interest-bearing
end of year $2,563,057
-
25 · Other liabilities
beginning of year $10,431 · end of year $0
-
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 -$10,431 · end of year $2,563,057
Mission and programs · 2023
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 HELD AN INAUGURAL RESEARCH SUMMIT TO CONVENE INDUSTRY PROFESSIONALS AND DETERMINE BEST PRACTICES.
Expenses $91,928
-
THE GRANT INSTITUTE PURSUES ITS MISSION BY SUPPORTING RESEARCH ON ISSUES IMPORTANT TO THE VOTING AND ELECTIONS PROCESS.
Expenses $103,835
As filed on the 2023 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
- $148,381
- From this org
- $143,097
- From related orgs
- $0
- Other
- $5,284
- Hours/week
- 2
-
MAY MAILMAN
ADVISOR (UNTIL 12/29/23)
- Total calculated
- $12,428
- From this org
- $10,646
- From related orgs
- $0
- Other
- $1,782
- Hours/week
- 2
-
LINDSEY HAGAN
SECRETARY OF THE BOARD
- Total calculated
- $21,958
- From this org
- $20,802
- From related orgs
- $0
- Other
- $1,156
- Hours/week
- 6
-
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.
Grants on this return
No itemized grants to organizations on this return.
Provenance
- Return type
- form_990
- Tax year
- 2023
- Filed
- 19 December 2025
- IRS schema version
- 2023v6.0
- Source object
- 202523539349301417
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