Nonprofit · EIN 87-2788480
U-GO INITIATIVE
Tax-exempt · SOLANA BEACH, CA 92075
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| December 31, 2025 | 990 | $6,397,495 | $3,153,298 | $3,244,197 | $8,813,561 | $56,311 | $8,757,250 |
| December 31, 2024 | 990 | $5,549,716 | $3,456,874 | $2,092,842 | $5,565,295 | $21,692 | $5,543,603 |
| December 31, 2023 | 990 | $3,147,790 | $1,582,954 | $1,564,836 | $3,466,968 | $16,120 | $3,450,848 |
Financial details: 990 for the year ended December 31, 2025
Revenue
- Contributions, gifts and grants
- $5,189,068
- Program service revenue
- $0
- Investment income
- $237,903
- Net gain from sales of assets
- -$556
- Net income from fundraising events
- $970,512
- Other revenue
- $970,524
Expenses
- Grants and similar amounts paid
- $2,408,698
- Compensation of officers, directors and key employees
- $91,306
- Salaries, compensation and benefits (total)
- $114,834
- Professional fundraising fees
- $0
- Legal fees
- $520
- Accounting fees
- $44,236
- Occupancy
- $36,868
- Travel
- $170,964
- Depreciation
- $810
- Program services (functional)
- $2,593,572
- Management and general (functional)
- $114,608
- Fundraising (functional)
- $445,118
Balance sheet and other
- Total assets, start of year
- $5,565,295
- Total assets, end of year
- $8,813,561
- Total liabilities, end of year
- $56,311
- Net assets, end of year
- $8,757,250
- Land, buildings and equipment
- $1,529
- Publicly traded securities
- $5,367,741
- Net assets without donor restrictions
- $8,757,250
- Gross receipts
- $6,587,263
- Employees
- 0
- Volunteers
- 50
- Year formed
- 2021
- State of legal domicile
- WA
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, 2025, highest compensation first.
| Name | Title | Hours / week | Compensation | Other / benefits |
|---|---|---|---|---|
| TOM MONROE | CHIEF PROGRAMS OFFICER Officer | 30 | $57,227 | $2,129 |
| JOHN WOOD | CEO Trustee or director, Officer | 40 | $25,560 | $6,390 |
| TIM CAFLISCH | CFO/TREASURER Trustee or director, Officer | 10 | $0 | $0 |
| PATRICIA HORGAN | BOARD MEMBER AND CHIEF COMPLIANCE OFFICER Trustee or director, Officer | 1 | $0 | $0 |
| AMY POWELL | CHIEF MARKETING OFFICER Trustee or director | 30 | $0 | $0 |
| NICHOLAS NASH | BOARD MEMBER Trustee or director | 1 | $0 | $0 |
| BENJAMIN HAPP | BOARD MEMBER Trustee or director | 1 | $0 | $0 |
| MARTINA LAUCHENGCO | BOARD MEMBER Trustee or director | 1 | $0 | $0 |
| CARRIE BURKE | BOARD MEMBER Trustee or director | 1 | $0 | $0 |
| MARIANA ZOBEL DE AYALA | BOARD MEMBER Trustee or director | 1 | $0 | $0 |
990 for the year ended December 31, 2024: 10 people
| Name | Title | Hours / week | Compensation | Other / benefits |
|---|---|---|---|---|
| JOHN WOOD | CEO Trustee or director, Officer | 30 | $54,893 | $22,634 |
| TOM MONROE | CHIEF PROGRAMS OFFICER Officer | 20 | $43,488 | $5,268 |
| TIM CAFLISCH | CFO/TREASURER Trustee or director, Officer | 10 | $0 | $0 |
| PATRICIA HORGAN | BOARD MEMBER AND CHIEF COMPLIANCE OFFICER Trustee or director, Officer | 1 | $0 | $0 |
| MARIANA ZOBEL DE AYALA | BOARD MEMBER Trustee or director | 1 | $0 | $0 |
| NICHOLAS NASH | BOARD MEMBER Trustee or director | 1 | $0 | $0 |
| BENJAMIN HAPP | BOARD MEMBER Trustee or director | 1 | $0 | $0 |
| MARTINA LAUCHENGCO | BOARD MEMBER Trustee or director | 1 | $0 | $0 |
| CARRIE BURKE | BOARD MEMBER Trustee or director | 1 | $0 | $0 |
| AMY POWELL | CHIEF MARKETING OFFICER Officer | 20 | $0 | $0 |
990 for the year ended December 31, 2023: 10 people
| Name | Title | Hours / week | Compensation | Other / benefits |
|---|---|---|---|---|
| JOHN WOOD | CEO Trustee or director, Officer | 30 | $0 | $20,357 |
| TIM CAFLISCH | TREASURER Trustee or director, Officer | 5 | $0 | $0 |
| PATRICIA HORGAN | BOARD MEMBER Trustee or director | 1 | $0 | $0 |
| ANNE SUTANTO | BOARD MEMBER Trustee or director | 1 | $0 | $0 |
| MARIANA ZOBEL DE AYALA | BOARD MEMBER Trustee or director | 1 | $0 | $0 |
| NICHOLAS NASH | BOARD MEMBER Trustee or director | 1 | $0 | $0 |
| BEN HAPP | BOARD MEMBER Trustee or director | 1 | $0 | $0 |
| ARCHANA PAREKH | BOARD MEMBER Trustee or director | 1 | $0 | $0 |
| AMY POWELL | CHIEF MARKETING OFFICER Officer | 20 | $0 | $0 |
| TOM MONROE | HEAD OF PROGRAMS Officer | 10 | $0 | $0 |
Address and contacts
- Address (IRS master file)
- 334 N RIOS AVE, SOLANA BEACH, CA 92075-1242
- In care of
- % CHRISTOPHER S BEER
- Principal officer (990 for 2025)
- JOHN WOOD, 334 NORTH RIOS AVE, SOLANO BEACH, CA 92075
- Signed the 990
- TIM CAFLISCH, CFO & TREASURER
- Phone
- (619) 995-4222
- Website
- ugouniversity.org
- Return prepared by
- EASY OFFICE DBA JITASA
California records
California keeps its own records of charities and corporations. Search them by EIN 87-2788480 or by the name U-GO INITIATIVE.
- Attorney General, Registry of Charities and Fundraisers
- Registration status and filed reports (CT-TR-1, RRF-1)
- Secretary of State, bizfile Online
- Corporation status, entity number, agent for service
- Franchise Tax Board
- Entity status letter (state tax exemption, good standing)
Mission
U-GO HELPS AMBITIOUS AND PROMISING YOUNG WOMEN IN LOW-INCOME COUNTRIES TO PURSUE TERTIARY EDUCATION BY PROVIDING FINANCIAL SCHOLARSHIPS FUNDED BY INDIVIDUALS AND COMPANIES IN HIGH-INCOME COUNTRIES.
Program accomplishments
- GRANTS & SCHOLARSHIPS: U-GO WORKS WITH PARTNER ORGANIZATIONS IN SOUTHEAST ASIA, THE INDIAN SUB-CONTINENT, AND AFRICA TO HELP AMBITIOUS YOUNG WOMEN ATTAIN A UNIVERSITY EDUCATION. WE PARTNER WITH NGOS IN EACH LOCAL GEOGRAPHY TO IDENTIFY, SCREEN, AND SUPPORT SCHOLARSHIP RECIPIENTS THROUGHOUT THEIR TERTIARY EDUCATION. THE VAST MAJORITY OF FUNDS WE PROVIDE TO THESE NGOS ARE DIRECTLY PASSED ON TO PAY FOR UNIVERSITY TUITION FOR SCHOLARSHIP APPLICANTS, WITH A SMALL PORTION FOR NGO OVERHEAD AND OTHER SUPPORT ACTIVITIES FOR THE SCHOLARSHIP RECIPIENTS.Expenses $2,411,616 · grants $2,408,698
- GENERAL PROGRAMS: U-GO INITIATIVE'S GENERAL PROGRAMS FOCUS ON EMPOWERING YOUNG WOMEN IN LOW- AND MIDDLE-INCOME COUNTRIES BY PROVIDING THEM WITH EDUCATIONAL OPPORTUNITIES AND MENTORSHIP. THE PROGRAM SUPPORTS HIGH-ACHIEVING STUDENTS FROM DISADVANTAGED BACKGROUNDS, HELPING THEM DEVELOP LEADERSHIP SKILLS AND CREATE A POSITIVE IMPACT IN THEIR COMMUNITIES.Expenses $181,956
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 year | Year ended | Due | IRS public records |
|---|---|---|---|
| 2025 | December 31, 2025 | May 15, 2026 | 990 on file |
| 2024 | December 31, 2024 | May 15, 2025 | 990 on file |
| 2023 | December 31, 2023 | May 15, 2024 | 990 on file |
IRS record
- EIN
- 87-2788480
- 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
- Category (NTEE)
- Human services (P20)
- Assets (IRS master file)
- $8,813,561
- Income (IRS master file)
- $6,587,263
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990 | December 2025 | $6,397,495 | $3,153,298 | $8,813,561 | XML |
| 990 | December 2024 | $5,549,716 | $3,456,874 | $5,565,295 | IRS |
| 990 | December 2023 | $3,147,790 | $1,582,954 | $3,466,968 | XML |
| 990 | December 2022 | $2,542,513 | $656,501 | $1,887,331 | IRS |
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 87-2788480).
Questions about U-GO INITIATIVE
- What is the EIN of U-GO INITIATIVE?
- The employer identification number (EIN) of U-GO INITIATIVE is 87-2788480.
- Is U-GO INITIATIVE tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 2022.
- Are donations to U-GO INITIATIVE tax-deductible?
- Yes. It is listed in IRS Publication 78 (Public charity, 50% deduction limit).
- Which annual return does U-GO INITIATIVE 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 U-GO INITIATIVE due?
- The return for tax year 2026 (the year ending December 31, 2026) is due May 17, 2027. Form 8868 extends it by six months; the 990-N cannot be extended.
- When did U-GO INITIATIVE last file with the IRS?
- The latest return in the IRS public files is the 990 for the year ended December 2025.
- Who is the principal officer of U-GO INITIATIVE?
- The 990 for the year ended December 31, 2025 names JOHN WOOD.
- Who are the officers and directors of U-GO INITIATIVE?
- The 990 for the year ended December 31, 2025 lists 10 people; 2 received compensation from the organization, the highest $57,227 (TOM MONROE, CHIEF PROGRAMS OFFICER).
- How much revenue does U-GO INITIATIVE have?
- On its 990 for the year ended December 31, 2025 it reported revenue of $6,397,495, expenses of $3,153,298 and total assets of $8,813,561 at year end.
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All nonprofits in SOLANA BEACH · California · Human services