Pass It On Funds Inc

EIN: 871467636 501(c)(3) Education

Berkeley, CA

Total Revenue
$84,795
Total Expenses
$42,800
Total Assets
$1,065,269
Net Assets
$1,065,269
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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
CA
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.

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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%)

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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

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Governance

Voting Members
3
Independent Members
3
Employees
N/A
Volunteers
4

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
2
$0
Total Directors
3
$0
Key Employees
0
$0
Highest Compensated
0
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
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