2025-12-19T12:55:13-06:00 2023-12-31 742920819 ATCHLEY & ASSOCIATES LLP 1005 LA POSADA DRIVE AUSTIN TX 78752 990 2023-01-01 883133672 ULYSSES S GRANT INSTITUTE FOR THE STUDY OF DEMOCRACY ULYS 2054402873 421 OFFICE PARK DR MOUNTAIN BROOK AL 35223 JUSTIN RIEMER PRESIDENT AND CEO 2054402873 2025-12-19 1 1 RENAE DUNCAN P01257722 5123462086 2025-12-18 2023 2025-03-06 01:10:19Z X JUSTIN RIEMER 421 OFFICE PARK DR MOUNTAIN BROOK AL 35223 2900000 0 X GRANTDEMOCRACY.ORG X 2022 DE THE ULYSSES S. GRANT INSTITUTE FOR THE STUDY OF DEMOCRACY PROMOTES RIGOROUS AND OBJECTIVE STUDY AND ANALYSIS OF THE AMERICAN DEMOCRATIC PROCESS. 4 4 0 4 0 0 0 2900000 0 0 0 0 0 0 0 2900000 0 0 0 0 0 187322 0 0 38048 0 139190 0 326512 0 2573488 0 2563057 10431 0 -10431 2563057 THE ULYSSES S. GRANT INSTITUTE FOR THE STUDY OF DEMOCRACY PROMOTES RIGOROUS AND OBJECTIVE STUDY AND ANALYSIS OF THE AMERICAN DEMOCRATIC PROCESS. 0 0 91928 THE ORGANIZATION HELD AN INAUGURAL RESEARCH SUMMIT TO CONVENE INDUSTRY PROFESSIONALS AND DETERMINE BEST PRACTICES. 103835 THE GRANT INSTITUTE PURSUES ITS MISSION BY SUPPORTING RESEARCH ON ISSUES IMPORTANT TO THE VOTING AND ELECTIONS PROCESS. 195763 1 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 4 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 X 4 4 0 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 1 1 0 X X TAYLOR REED 2054402873 421 OFFICE PARK DR MOUNTAIN BROOK AL 35223 BOBBY BURCHFIELD CHAIRMAN OF THE BOARD 1.00 X X 0 0 0 DARON SHAW DIRECTOR 1.00 X 0 0 0 JUDGE JANICE ROGERS BROWN DIRECTOR 1.00 X 0 0 0 JOHN YOO DIRECTOR 1.00 X 0 0 0 DEREK LYONS PRESIDENT AND CEO 2.00 X 143097 0 5284 MAY MAILMAN ADVISOR (UNTIL 12/29/23) 2.00 X 10646 0 1782 LINDSEY HAGAN SECRETARY OF THE BOARD 6.00 X 20802 0 1156 TAYLOR REED TREASURER 1.00 X 0 0 0 174545 0 8222 1 0 0 0 0 2900000 2900000 2900000 0 0 0 182768 103653 42020 37095 196 196 60 60 4298 2275 1512 511 59156 50743 8413 15219 15219 165 165 8836 8836 12083 12083 9054 8612 442 29698 29698 3368 3368 DELIVERY SERVICES 457 457 MEALS 331 295 36 TELEPHONE 290 290 FILING FEES 232 232 301 231 70 326512 195763 92701 38048 2563057 0 2563057 10431 0 10431 0 X 0 0 0 0 -10431 2563057 -10431 2563057 0 2563057 2573488 0 X 0 0 0 X 2900000 2900000 2900000 2900000 2784000 116000 2900000 X PART II, SECTION B, LINE 13 THE ORGANIZATION WAS FORMED ON JULY 7, 2022. RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED FORM 990 AMENDED RETURN: THE ORGANIZATION IS FILING AN AMENDED RETURN TO ACCURATELY REFLECT THE STATUS OF RELATED ENTITIES. FOLLOWING A COMPREHENSIVE LEGAL REVIEW, IT WAS CONCLUDED THAT "ULYSSES S GRANT INSTITUTE FOR THE STUDY OF DEMOCRACY AND "RESTORING INTEGRITY AND TRUST IN ELECTIONS" (RITE) AND "RITE PAC" DO NOT QUALIFY AS "RELATED ENTITIES" UNDER IRS GUIDELINES. THE SUMMARY OF CHANGES FOR THIS AMENDED RETURN ARE AS FOLLOWS: DUE TO THE CHANGE IN LEADERSHIP FROM THE ORIGINAL FILING AND THIS AMENDMENT, THE PRINCIPAL OFFICER CHANGED IN BOX F AND THE SIGNER CHANGED IN PART II. PART IV, LINE 23 - CHANGED FROM YES TO NO. PART IV, LINE 34 - CHANGED FROM YES TO NO. PART VII, LINE 1, COLUMN E - COMPENSATION CHANGED FROM $850,653 TO $0. PART VII, LINE 1, COLUMN F - OTHER COMPENSATION CHANGED FROM $38,240 TO $5,284. PART VII, LINE 2, COLUMN E - COMPENSATION CHANGED FROM $213,416 TO $0. PART VII, LINE 2, COLUMN F - OTHER COMPENSATION CHANGED FROM $28,954 TO $1,782. PART VII, LINE 3, COLUMN E - COMPENSATION CHANGED FROM $177,121 TO $0. PART VII, LINE 3, COLUMN F - OTHER COMPENSATION CHANGED FROM $11,992 TO $1,156. PART VII - ALL RELATED HOURS WERE REMOVED. SCHEDULE J WAS REMOVED. NO EMPLOYEE EARNED OVER THE THRESHOLD FOR REPORTING. SCHEDULE R WAS REMOVED. ORGANIZATION CONFIRMED ENTITY DOES NOT MEET IRS CRITERIA FOR A RELATED ORGANIZATION. FORM 990, PART VI, SECTION B, LINE 11B THE CURRENT OFFICERS OF THE ORGANIZATION ARE PART OF THE PROCESS OF COMPILING/COMPLETING THE 990. FORM 990, PART VI, SECTION B, LINE 12C IN CONNECTION WITH ANY ACTUAL OR POSSIBLE CONFLICT OF INTEREST, AN INTERESTED PERSON MUST DISCLOSE THE EXISTENCE OF THE FINANCIAL INTEREST AND BE GIVEN THE OPPORTUNITY TO DISCLOSE ALL MATERIAL FACTS TO THE DIRECTORS AND MEMBERS OF COMMITTEES WITH GOVERNING BOARD DELEGATED POWERS CONSIDERING THE PROPOSED TRANSACTION OR ARRANGEMENT. AFTER DISCLOSURE OF THE FINANCIAL INTEREST AND ALL MATERIAL FACTS, AND AFTER ANY DISCUSSION WITH THE INTERESTED PERSON, HE/SHE SHALL LEAVE THE GOVERNING BOARD OR COMMITTEE MEETING WHILE THE DETERMINATION OF A CONFLICT OF INTEREST IS DISCUSSED AND VOTED UPON. THE REMAINING BOARD OR COMMITTEE MEMBERS SHALL DECIDE IF A CONFLICT OF INTEREST EXISTS. FORM 990, PART VI, SECTION B, LINE 15 COMPENSATION FOR CEO DETERMINED AND APPROVED BY AN ADVISORY GROUP OF INDEPENDENT PERSONS. ALL OTHER EMPLOYEES HAVE A COMPENSATION BREAKDOWN BASED ON HOURS WORKED. FORM 990, PART VI, SECTION C, LINE 19 UPON REQUEST