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Nonprofit · EIN 88-3133672

ULYSSES S GRANT INSTITUTE FOR THE STUDY OF DEMOCRACY

Tax-exempt · MOUNTAIN BRK, AL 35223

Financials

$2.9M$327K2023$105K$553K2024
Revenue Expenses · by fiscal year end
Financials of ULYSSES S GRANT INSTITUTE FOR THE STUDY OF DEMOCRACY by year, from its e-filed returns
Year endedFormRevenueExpensesNet incomeTotal assetsLiabilitiesNet assets
December 31, 2024990$105,077$553,023-$447,946$2,115,111$0$2,115,111
December 31, 2023990 (amended)$2,900,000$326,512$2,573,488$2,563,057$0$2,563,057
Financial details: 990 for the year ended December 31, 2024

Revenue

Contributions, gifts and grants
$0
Program service revenue
$0
Investment income
$105,077
Other revenue
$0

Expenses

Grants and similar amounts paid
$204,200
Compensation of officers, directors and key employees
$206,730
Other salaries and wages
$3,091
Salaries, compensation and benefits (total)
$215,615
Professional fundraising fees
$0
Legal fees
$71,615
Accounting fees
$3,985
Occupancy
$9,404
Travel
$83
Program services (functional)
$398,306
Management and general (functional)
$106,832
Fundraising (functional)
$47,885

Balance sheet and other

Total assets, start of year
$2,563,057
Total assets, end of year
$2,115,111
Total liabilities, end of year
$0
Net assets, end of year
$2,115,111
Gross receipts
$105,077
Employees
0
Volunteers
4
Year formed
2022
State of legal domicile
DE

From the e-filed returns the IRS publishes as XML (latest three processing years; amended returns replace the original). PDF copies at the IRS.

Officers, directors and key employees

As listed on the 990 for the year ended December 31, 2024, highest compensation first.

NameTitleHours / weekCompensationOther / benefits
DEREK LYONSPRESIDENT AND CEO
Officer
6$180,653$6,369
LINDSEY HAGANSECRETARY OF THE BOARD
Officer
2$18,911$797
BOBBY BURCHFIELDCHAIRMAN OF THE BOARD
Trustee or director, Officer
1$0$0
DARON SHAWDIRECTOR
Trustee or director
1$0$0
JUDGE JANICE ROGERS BROWNDIRECTOR
Trustee or director
1$0$0
JOHN YOODIRECTOR
Trustee or director
1$0$0
TAYLOR REEDTREASURER
Officer
1$0$0
990 for the year ended December 31, 2023: 8 people
NameTitleHours / weekCompensationOther / benefits
DEREK LYONSPRESIDENT AND CEO
Officer
2$143,097$5,284
LINDSEY HAGANSECRETARY OF THE BOARD
Officer
6$20,802$1,156
MAY MAILMANADVISOR (UNTIL 12/29/23)
Officer
2$10,646$1,782
BOBBY BURCHFIELDCHAIRMAN OF THE BOARD
Trustee or director, Officer
1$0$0
DARON SHAWDIRECTOR
Trustee or director
1$0$0
JUDGE JANICE ROGERS BROWNDIRECTOR
Trustee or director
1$0$0
JOHN YOODIRECTOR
Trustee or director
1$0$0
TAYLOR REEDTREASURER
Officer
1$0$0

Address and contacts

Address (IRS master file)
421 OFFICE PARK DR, MOUNTAIN BRK, AL 35223-2411
Mailing address (990-N for 2022)
2024 3RD AVE N STE 211, BIRMINGHAM AL 35203
Principal officer (990 for 2024)
JUSTIN RIEMER, 421 OFFICE PARK DR, MOUNTAIN BROOK, AL 35223
Principal officer (990-N for 2022)
DEREK LYONS, 1233 20TH STREET NW STE 350, WASHINGTON DC 20036
Signed the 990
JUSTIN RIEMER, PRESIDENT AND CEO
Phone
(205) 440-2873
Return prepared by
ATCHLEY & ASSOCIATES LLP

Mission

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

990 for the year ended December 31, 2024

Program accomplishments

  • 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

What it must file and when

IRS records say it files Form 990 or 990-EZ. Based on its last return; a smaller organization may file the 990-N. Its accounting year ends in December, so each return is due on the 15th day of the 5th month after that.

Tax yearYear endedDueIRS public records
2025December 31, 2025May 15, 2026Not on file
2024December 31, 2024May 15, 2025990 on file
2023December 31, 2023May 15, 2024990 on file

IRS record

EIN
88-3133672
Tax-exempt status
501(c)(3): Charitable, religious, educational or scientific organization
Foundation status
Publicly supported organization (170(b)(1)(A)(vi))
Donations deductible (Pub 78)
Public charity, 50% deduction limit
Exempt since
2022
Accounting year ends
December
Files
Form 990 or 990-EZ
Assets (IRS master file)
$2,115,111
Income (IRS master file)
$105,077

Filing history

FormYear endedRevenueExpensesAssetsReturn
990December 2024$105,077$553,023$2,115,111XML
990December 2023$2,900,000$326,512$2,563,057XML
990-N for 2022
Officer: DEREK LYONS
December 31, 2022≤ $50,000 receipts––e-Postcard

990-N: the IRS bulk file holds only the latest e-Postcard per organization; earlier years come from archived copies of that file since 2020 and can have gaps (the IRS e-Postcard search lists every one). 990, 990-EZ, 990-PF, 990-T: every e-filed return in the IRS e-file index since 2019; XML for the latest three processing years, amounts from the IRS Statistics of Income extracts before that. PDF copies and determination letters at the IRS (search EIN 88-3133672).

Questions about ULYSSES S GRANT INSTITUTE FOR THE STUDY OF DEMOCRACY

What is the EIN of ULYSSES S GRANT INSTITUTE FOR THE STUDY OF DEMOCRACY?
The employer identification number (EIN) of ULYSSES S GRANT INSTITUTE FOR THE STUDY OF DEMOCRACY is 88-3133672.
Is ULYSSES S GRANT INSTITUTE FOR THE STUDY OF DEMOCRACY tax-exempt?
Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 2022.
Are donations to ULYSSES S GRANT INSTITUTE FOR THE STUDY OF DEMOCRACY tax-deductible?
Yes. It is listed in IRS Publication 78 (Public charity, 50% deduction limit).
Which annual return does ULYSSES S GRANT INSTITUTE FOR THE STUDY OF DEMOCRACY file?
Form 990 or 990-EZ. Based on its last return; a smaller organization may file the 990-N.
When is the next return of ULYSSES S GRANT INSTITUTE FOR THE STUDY OF DEMOCRACY due?
The return for tax year 2025 (the year ending December 31, 2025) is due May 15, 2026. Form 8868 extends it by six months; the 990-N cannot be extended.
When did ULYSSES S GRANT INSTITUTE FOR THE STUDY OF DEMOCRACY last file with the IRS?
The latest return in the IRS public files is the 990 for the year ended December 2024.
Who is the principal officer of ULYSSES S GRANT INSTITUTE FOR THE STUDY OF DEMOCRACY?
The 990 for the year ended December 31, 2024 names JUSTIN RIEMER.
Who are the officers and directors of ULYSSES S GRANT INSTITUTE FOR THE STUDY OF DEMOCRACY?
The 990 for the year ended December 31, 2024 lists 7 people; 2 received compensation from the organization, the highest $180,653 (DEREK LYONS, PRESIDENT AND CEO).
How much revenue does ULYSSES S GRANT INSTITUTE FOR THE STUDY OF DEMOCRACY have?
On its 990 for the year ended December 31, 2024 it reported revenue of $105,077, expenses of $553,023 and total assets of $2,115,111 at year end.

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