U-GO INITIATIVE (EIN 872788480) - Form 990 Financial Analysis & Trantor Score

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Financial Vulnerability Assessment (Tuckman-Chang)

4 risk indicators measuring financial stability and operational resilience

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Financial Trends

Organization Details

Formation Year

2021

Legal Domicile

Principal Officer

JOHN WOOD

Phone

6199954222

Tax Period

2023-01-01 to 2023-12-31

U-GO INITIATIVE, founded in 2021, is a community nonprofit in the Human Services sector that reported $3.1M in total revenue in fiscal year 2023. Revenue surged 24% from the prior year, signaling strong growth momentum. The organization ran a surplus of $1.6M, a strong 50% operating margin.

Mission

U-GO HELPS AMBITIOUS AND PROMISING YOUNG WOMEN IN LOW-INCOME COUNTRIES TO PURSUE HIGHER EDUCATION BY PROVIDING FINANCIAL SCHOLARSHIPS FUNDED BY INDIVIDUALS AND CORPORATIONS.

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Trantor Score

Financial Health Score (300–850) · Liquidity · Solvency · Sustainability · Efficiency

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Liquidity (40%) • Solvency (30%) • Sustainability (20%) • Efficiency (10%)

Financial Overview (2023)

Revenue Breakdown

Contributions & Grants $2,587,270

Program Service Revenue $0

Investment Income $78,686

Other Revenue $481,834

TOTAL REVENUE $3,147,790

Expense Breakdown

Grants Paid $1,422,658

Salaries & Benefits $20,357

Fundraising Expenses $42,701

Program Expenses $1,472,054

Other Expenses $139,939

TOTAL EXPENSES $1,582,954

Year-over-Year Comparison

	2023	2022	Change
Revenue	$3,147,790	$2,542,513	+0.2%
Expenses	$1,582,954	$656,501	+1.4%
Net Income	$1,564,836	$1,886,012	-0.2%

Key Indicators

✓ Grants to Organizations ✗ Grants to Individuals ✗ Lobbying ✗ Political Activity ✓ Foreign Activities ✗ Donor Advised Fund ✓ Schedule B Required

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Financial Health Indicators

Comprehensive financial analysis: Altman Z-Score, liquidity, solvency, sustainability, efficiency, and growth metrics

Financial Distress Indicator

Liquidity & Cash Position

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Altman Z-Score • Liquidity Ratios • Solvency Analysis • Growth Indicators • Efficiency Metrics

Governance

Voting Members

Independent Members

Employees

N/A

Volunteers

Governance Policies

✓ Conflict of Interest Policy

✓ Whistleblower Policy

✓ Document Retention Policy

Special Practices & Reported Activities

✗ Operated a School

✗ Operated a Hospital

✗ Provided First Class Travel

⚠ Reported Conflict of Interest

✗ Reported Asset Diversion

✗ Excess Benefit Transaction

✗ Made Political Expenditures

✗ Engaged in Lobbying

✗ Operated Donor Advised Fund

✗ Maintained Art Collections

✗ Filed Form 720

Compensation of Officers, Directors & Key Employees

Total Officers

$20,357

Total Directors

$20,357

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
JOHN WOOD	CEO	30	Officer Director	$0	$20,357	$20,357
TIM CAFLISCH	TREASURER	5	Officer Director	$0	$0	$0
PATRICIA HORGAN	BOARD MEMBER	1	Director	$0	$0	$0
ANNE SUTANTO	BOARD MEMBER	1	Director	$0	$0	$0
MARIANA ZOBEL DE AYALA	BOARD MEMBER	1	Director	$0	$0	$0
NICHOLAS NASH	BOARD MEMBER	1	Director	$0	$0	$0
BEN HAPP	BOARD MEMBER	1	Director	$0	$0	$0
ARCHANA PAREKH	BOARD MEMBER	1	Director	$0	$0	$0
AMY POWELL	CHIEF MARKETING OFFICER	20	Officer	$0	$0	$0
TOM MONROE	HEAD OF PROGRAMS	10	Officer	$0	$0	$0

Note: Compensation data is self-reported by the organization on their Form 990. "Reportable Comp" includes salary, bonuses, and other reportable compensation from the organization and related organizations. "Other Comp" includes benefits, deferred compensation, and non-taxable benefits.

Historical Data

Year	Revenue	Expenses	Assets	Net Income
2024	No data	No data	No data	No data
2023	$3,147,790	$1,582,954	$3,466,968	$1,564,836
2022	$2,542,513	$656,501	$1,887,331	$1,886,012

U-GO INITIATIVE