Pass It On Funds Inc

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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

Stephanie Campbell

Phone

5106842762

Tax Period

2023-07-01 to 2024-06-30

Pass It On Funds Inc, founded in 2021, is a micro nonprofit in the Education sector that reported $85K in total revenue in fiscal year 2023. Revenue surged 162% from the prior year, signaling strong growth momentum. The organization ran a surplus of $42K, a strong 50% operating margin.

Mission

The organization provides scholarships for students to attend The School of the Madeleine in Berkeley, CA.

Program Service Accomplishments

Program 1

Expenses: $40,100

The organization provides scholarships for students to attend The School of the Madeleine in Berkeley, CA.

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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 $6,000

Program Service Revenue $0

Investment Income $78,795

Other Revenue $0

TOTAL REVENUE $84,795

Expense Breakdown

Grants Paid $40,100

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $40,100

Other Expenses $2,700

TOTAL EXPENSES $42,800

Year-over-Year Comparison

	2023	2022	Change
Revenue	$84,795	$32,363	+1.6%
Expenses	$42,800	$42,800	N/A
Net Income	$41,995	$-10,437	-5.0%

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

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
Joseph Nagel	Director	003.00	Director	$0	$0	$0
Stephanie Wade	Secretary	001.00	Officer Director	$0	$0	$0
Stephanie Campbell	President	005.00	Officer Director	$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
2025	No data	No data	No data	No data
2024	$84,795	$42,800	$1,065,269	$41,995
2023	$66,074	$42,800	$1,023,274	$23,274
2021	$1,003,600	$3,600	$1,000,000	$1,000,000